Supersei CRM (Claude)

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Run your Supersei sales CRM from a conversation: leads, calls, WhatsApp, meetings, campaigns, reports and workspace setup, with exactly your permissions.

About Supersei CRM (Claude) MCP Server

Supersei is a sales CRM for teams that live on WhatsApp and the phone. This connector lets Claude read and run your Supersei workspace on your behalf, as you, with exactly your permissions. Ask in plain language and Claude does the work: find leads that have gone quiet, open a lead's full timeline, create or update leads with your custom fields, move pipeline stages, assign owners, add notes, schedule follow-up tasks, book or move meetings, place a call from your CRM number and log the outcome, send a WhatsApp message or email to a lead, reply in the shared inbox, and read reports, forecasts and your own numbers for the day. Managers get ready-made standup, end-of-day and weekly reviews. Marketing can preview an audience, prepare a WhatsApp or email campaign as a draft and launch it only after confirming the exact count. Admins can manage pipeline stages, custom fields, scoring rules, roles, users and workspace settings. Safety is built in. Claude signs in with your Supersei email and inherits your role: an agent sees their own leads, a manager their team, an admin the organisation. Single sends and bookings show the exact text or slot first. Bulk actions are prepared as drafts and need a confirmed count. Deletes are two-step and lead deletes go to a recycle bin. Every change appears on the lead timeline with your name. Disconnect at any time from Claude or from Settings > API keys. Works with any Supersei plan, including trials.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/supersei-crm. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://api.supersei.com/mcp. Sign-in: Required. Publisher documentation: https://supersei.ai/docs/claude. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (198)
Functions this server exposes to AI clients

add_knowledge

add_lead_flags

add_note

add_product_feature

add_ticket_comment

assign_lead

bulk_delete_leads

bulk_enroll_in_sequence

cancel_campaign

cancel_meeting

cancel_subscription

cancel_task

change_lead_stage

change_organisation_admin_email

change_organisation_plan

complete_task

create_billing_checkout

create_company

create_coupon

create_custom_field

create_email_campaign

create_lead

create_order

create_organisation

create_payment_link

create_quick_reply

create_role

create_scoring_rule

create_sequence

create_task

create_ticket

create_whatsapp_campaign

create_whatsapp_template

create_workflow

delete_custom_field

delete_lead

delete_organisation

delete_pipeline_stage

delete_quick_reply

delete_role

delete_scoring_rule

delete_sequence

delete_user

delete_workflow

disable_user

enroll_lead_in_sequence

exit_organisation

extend_subscription

get_account

get_attendance

get_billing_catalogue

get_billing_summary

get_calendar_events

get_call_insight

get_campaign

get_company

get_context

get_conversation

get_credit_balance

get_cs_summary

get_forecast

get_hot_lead_alerts

get_inactive_leads

get_invoice

get_lead

get_lead_activities

get_lead_calls

get_lead_conversation

get_lead_enrollments

get_lead_meetings

get_lead_messages

get_lead_orders

get_lead_warming_settings

get_linkedin_conversation

get_linkedin_outreach

get_my_attendance

get_my_meetings

get_my_numbers

get_order

get_org_chart

get_organisation

get_organisation_credits

get_organisation_usage

get_overdue_followups

get_pipeline_stage_usage

get_pipeline_stages

get_pipeline_stats

get_receivables_aging

get_report

get_role

get_sequence

get_sequence_stats

get_tasks

get_team_members

get_ticket

get_timeseries

get_user_book

get_whatsapp_template

get_workflow

get_workflow_runs

get_workspace_settings

grant_credits

import_leads

inspect_organisation_leads

invite_user

launch_campaign

launch_sequence

link_lead_to_company

list_accounts

list_campaigns

list_companies

list_conversations

list_custom_fields

list_deleted_leads

list_employees

list_enrichment_providers

list_finance_entities

list_impersonations

list_knowledge

list_lead_flags

list_organisation_admins

list_organisation_invoices

list_organisations

list_plans

list_platform_features

list_product_features

list_quick_replies

list_renewals

list_role_permissions

list_roles

list_scoring_rules

list_scoring_templates

list_sequence_templates

list_sequences

list_tickets

list_users

list_whatsapp_templates

list_workflow_templates

list_workflows

mark_hot_lead_alerts_read

pause_subscription

preview_audience

preview_bulk_delete_leads

preview_lead_import

preview_sequence_enrollment

punch_attendance

purchase_addon

reactivate_organisation

redeem_coupon

remove_lead_flags

remove_organisation_admin

rename_pipeline_stage

reorder_pipeline_stages

reply_to_conversation

reschedule_meeting

reset_organisation_admin_password

restore_lead

resume_subscription

schedule_meeting

search_leads

send_email

send_whatsapp

set_call_disposition

set_conversation_ai

set_enrichment_provider

set_lead_duplicate_strategy

set_organisation_entitlements

set_organisation_features

set_organisation_subscription

set_organisation_telephony

set_plan_allowance

set_support_routing

set_usage_rate

set_whatsapp_transport

set_workflow_enabled

start_call

suspend_organisation

switch_organisation

sync_whatsapp_templates

update_billing_addon

update_billing_plan

update_chat_settings

update_company

update_custom_field

update_lead

update_lead_warming_settings

update_locale

update_order

update_organisation

update_organisation_admin

update_quick_reply

update_role

update_scoring_rule

update_task

update_ticket

update_user

update_workflow

upsert_pipeline_stage

Compatible With
Claude
Claude Code
Claude Desktop