Qobrix CRM MCP Server

60 tools. 1 can modify or destroy data without limits.

1 destructive tool with no built-in limits. Policy required.

Last updated:

1 can modify or destroy data
59 read-only
60 tools total

Community server · catalogue entry verified 29/06/2026

How to control Qobrix CRM MCP Server ↓

What Qobrix CRM MCP Server exposes to your agents

Read (59) Write / Execute (0) Destructive / Financial (1)
Critical Risk

The most dangerous Qobrix CRM MCP Server tools

1 of Qobrix CRM MCP Server's 60 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

How to control Qobrix CRM MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and Qobrix CRM MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Deny destructive operations
{
  "qobrix_cache_clear": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Cap read operations
{
  "qobrix_aggregate": {
    "limits": [
      {
        "counter": "qobrix_aggregate_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Qobrix CRM MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON QOBRIX CRM →

Instant setup, no code required.

All 60 Qobrix CRM MCP Server tools

READ 59 tools
Read qobrix_aggregate Sum / avg / min / max / count of a numeric field across all matching records — Read qobrix_cache_stats Inspect the response cache: hits/misses, in-memory size, in-flight coalesced requests, Read qobrix_cohort Find contacts that appear on multiple deals or opportunities — the Read qobrix_count Count records matching a search expression — returns just the total count, no data payload. Read qobrix_days_on_market Days-on-market analytics. Joins Contracts to Properties on property_id and computes Read qobrix_deals Flexible Read qobrix_field_change_history Build a chronological timeline of edits to one field on one CRM record. Read qobrix_funnel Canonical sales funnel in one call. Six stages with conversion %: Read qobrix_get_agent Get a single agent by UUID — resolve a RESO Member/ListAgent from a listing or lead. Read qobrix_get_call Get a single call record by UUID — call detail in the Activity Tracking workflow. Read qobrix_get_changes Retrieve audit / change-log entries for a single CRM record (Qobrix LogAudit). Read qobrix_get_contact Get a single contact by UUID — the person/company detail view in the Lead-Contact Lifecycle. Read qobrix_get_contract Get a single contract by UUID — the deal close detail view in the Transaction Lifecycle. Read qobrix_get_email_message Get a single email message by UUID — email detail in the Activity Tracking workflow. Read qobrix_get_field_options Get dropdown/enum field options — discover valid values for status fields, types, and categories. Read qobrix_get_lead_properties Get properties linked to a lead — the Read qobrix_get_leads_by_property Get matching leads for a property — the Read qobrix_get_media Get a single media item by UUID — media detail view in the Media Lifecycle. Read qobrix_get_meeting Get a single meeting by UUID — meeting detail in the Activity/Showing Lifecycle. Read qobrix_get_offer Get a single offer by UUID — offer detail view in the Transaction Lifecycle. Read qobrix_get_opportunity Get a single lead/opportunity by UUID — drill into a pipeline deal in the Sales Pipeline workflow. Read qobrix_get_project Get a single project by UUID — development detail view for off-plan/new-build listings. Read qobrix_get_project_coordinates Get lat/lng coordinates for projects, useful for map display. Read qobrix_get_properties_by_lead Get properties explicitly linked to a lead — the Read qobrix_get_property Get a single property by UUID — the listing detail view in the Listing Lifecycle. Read qobrix_get_property_coordinates Get lat/lng coordinates for properties, useful for map display. Read qobrix_get_schema Get the full field schema for any CRM resource — the Schema Discovery tool. Read qobrix_get_task Get a single task by UUID — task detail for pipeline management and follow-up audit. Read qobrix_get_viewing Get a single viewing by UUID — the showing detail view in the Showing Lifecycle. Read qobrix_list_agents List agents (RESO Member resource) — real estate brokers managing listings and leads. Read qobrix_list_calls List call records — part of the Activity Tracking / Follow-up workflow. Read qobrix_list_contacts List contacts (RESO Contacts resource) from Qobrix CRM — the people/companies in the CRM. Read qobrix_list_contracts List contracts (RESO TransactionManagement close) — the Read qobrix_list_email_messages List email messages — part of the Activity Tracking / Follow-up workflow and marketing campaigns. Read qobrix_list_media List media items (RESO Media resource) — photos, documents, floor plans attached to any entity. Read qobrix_list_meetings List meetings — bridges the Activity Tracking and Showing Lifecycle workflows. Read qobrix_list_offers List offers (RESO TransactionManagement) — the Read qobrix_list_opportunities List opportunities/leads from Qobrix CRM — the central entity of the Sales Pipeline and Lead-Contact Lifecycle Read qobrix_list_projects List projects (property developments/complexes) — RESO Project equivalent for off-plan and new-build listings. Read qobrix_list_properties List properties (RESO Property resource) from Qobrix CRM. Read qobrix_list_tasks List tasks — the operational backbone of all canonical workflows: Follow-up, Pipeline Management, and Listing Read qobrix_list_viewings List property viewings (RESO ShowingAppointment) — the Showing/Viewing Lifecycle tool. Read qobrix_rep_scorecard Per-rep productivity roll-up. One call returns a wide row for a single user or a Read qobrix_search_agents Search agents using Qobrix search expressions — find brokers by name, area, or specialization. Read qobrix_search_changes Search tenant-wide audit log for a CRM resource (Qobrix LogAudit). Read qobrix_search_contacts Search contacts using Qobrix search expressions — find people/companies in the Lead-Contact Lifecycle. Read qobrix_search_contracts Search contracts using Qobrix search expressions — filter closed/pending deals. Read qobrix_search_offers Search offers using Qobrix search expressions — filter the Transaction Lifecycle pipeline. Read qobrix_search_opportunities Search leads/opportunities — the primary pipeline filtering tool in the Sales Pipeline workflow. Read qobrix_search_projects Search projects using Qobrix search expressions. Read qobrix_search_properties Search properties using Qobrix search expressions — the primary tool for buyer-property matching in the Sales Read qobrix_search_tasks Search tasks — the daily operations tool for pipeline and follow-up management. Read qobrix_search_viewings Search viewings using Qobrix search expressions — filter the showing pipeline. Read qobrix_stale_leads Find live opportunities (default status in [new,open]) that have no recent activity. Read qobrix_timeseries Time-bucketed metric (count / sum / avg / min / max) over any resource. Read qobrix_top_field_changers Leaderboard: which users most often edited a given field (tenant-wide audit scan). Read qobrix_top_records Top-N rows of any resource sorted by a numeric or ISO-date field. Read qobrix_top_values Aggregate records by a field and return the top N most-frequent values with counts. Read qobrix_win_loss Win-rate analytics over opportunities. Globally returns counts of new / open / won /

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

Questions about Qobrix CRM MCP Server

Can an AI agent delete data through the Qobrix CRM MCP Server MCP server? +

Yes. The Qobrix CRM MCP Server server exposes 1 destructive tools including qobrix_cache_clear. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How many tools does the Qobrix CRM MCP Server MCP server expose? +

60 tools across 3 categories: Destructive, Execute, Read. 59 are read-only. 1 can modify, create, or delete data.

How do I enforce a policy on Qobrix CRM MCP Server? +

Register the Qobrix CRM MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Qobrix CRM MCP Server tool call.

Deterministic rules across all 60 Qobrix CRM MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

60 Qobrix CRM MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.