AI-Powered CRM for WordPress

Bring AI Into Your CRM with Bit CRM MCP Server

Connect ChatGPT, Claude, Grok, Cursor, and other MCP clients to live Bit CRM data. Find sales answers, update records, create invoices, and manage follow-ups through simple prompts.

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How MCP works

From Question to CRM Action in One Conversation

MCP, or Model Context Protocol, gives supported AI clients a structured way to work with Bit CRM. You can ask a question or describe an action without manually searching through multiple CRM screens.

Connect Securely

Connect your preferred AI client through OAuth using the MCP URL provided in Bit CRM settings.

Ask Naturally

Use plain language to find records, review sales activity, or explain the CRM action you need.

Review and Act

The AI uses available Bit CRM tools to return live answers or complete approved CRM updates.

Built for real CRM work

57 Tools Built Around Real CRM Work

Bit CRM MCP does more than answer basic questions. Its 57 tools give supported AI clients controlled access to the sales records and actions your team uses every day.

26 Read and Search Tools

Search, filter, and inspect CRM records, workflow logs, and recent audit history.

10 Create Tools

Add leads, contacts, companies, deals, products, activities, invoices, and tags.

11 Update Tools

Edit CRM records, sales activities, invoices, tags, and existing workflow status.

6 Move-to-Trash Tools

Move core sales records to the CRM Trash page, where they remain recoverable.

4 Permanent-Delete Tools

Remove tasks, calls, meetings, or tags permanently when intentionally

Permission-Aware Access

Give AI clients access only to the CRM tools and actions you choose.

Leads, contacts, companies, deals, products, invoices, tasks, calls, meetings, tags, workflows, logs, and CRM history are all covered.

Ask

Ask Your CRM and Get a Useful Answer

Bit CRM MCP connects your AI client to current CRM records. Instead of opening several modules and applying filters manually, ask for the information you need in plain language.

Pipeline Snapshot

Review current deals, values, contacts, and stages so your team can see where each opportunity stands.

“Summarize my current deals and highlight opportunities that need attention.”

Lead and Customer Lookup

Find the right lead, contact, company, deal, or product and return its complete CRM record with tags.

“Find Sarah Khan and show her contact details, tags, and custom Fields.”

Follow-Up View

Bring together tasks, scheduled calls, and meetings by related record, owner, status, or due date.

“Show the open tasks, calls, and meetings connected to this deal.”

Invoice Check

List draft, sent, paid, or overdue invoices, then open any invoice to review line items and totals.

“List my overdue invoices and show the customer, status, due date, line items, and total.”

Act

Turn Sales Instructions Into CRM Updates

Give your AI client a clear instruction and let Bit CRM MCP handle the supported CRM action. You remain in control of what gets created or changed.

Create

Create CRM Records

Add leads, contacts, companies, deals, or products with required fields and the right tags attached.

Update

Update Sales Data

Change record details, deal stages, activity status, product data, or invoice status from one request.

Assign

Plan Follow-Ups

Create and assign tasks, calls, or meetings with due dates, priorities, and related CRM records.

Invoice

Prepare Detailed Invoices

Create deal-based invoices with products, quantities, prices, discounts, taxes, terms, and due dates.

Organize

Organize Records with Tags

Create, rename, and attach tags while adding or updating CRM records to keep sales data organized.

Control

Review workflow structure and execution logs, then rename, activate, or pause an existing workflow.

Compatibility

Work with the AI Client You Already Use

Connect Bit CRM with the AI tools that fit your team and workflow.

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Other MCP clients that support Streamable HTTP with OAuth can connect using the same Bit CRM MCP server URL.

Security

AI Access That Follows Your CRM Permissions

Connecting an AI client should not mean giving it unrestricted CRM access. Bit CRM links each MCP connection to the permissions of the WordPress user who approved it.

Permission-Aware Access

Every connection is limited by the CRM permissions of the WordPress user who approves access to it.

OAuth Sign-In

Connect supported AI clients through OAuth without copying a personal access token into the client.

Connection Control

See connected clients, review access scope and last use, or revoke a connection directly in Bit CRM.

Recoverable Record Removal

Leads, contacts, companies, deals, products, and invoices move to Trash instead of immediate deletion.

The connected AI client cannot use Bit CRM permissions that the approving user does not have.

Setup

Connect Bit CRM MCP in Three Steps

No custom API integration is required for the normal connection process.

Enable the MCP Server

Turn on the MCP Server in Bit CRM and copy the secure server URL shown in your settings.

Choose an AI Client

Choose ChatGPT, Claude, Grok, Cursor, Codex, or another supported MCP client from the setup tabs.

Approve CRM Access

Read Full Setup Guide

Make Your WordPress CRM Ready for AI

Use ChatGPT, Claude, and other AI clients to understand sales data, update CRM records, and keep follow-ups moving with Bit CRM MCP Server.

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