crm_connector
Push, update, search and log activities in HubSpot, Salesforce or Pipedrive. 4 modes: push_lead (create contact/lead), update_opportunity (update deal stage/amount), search_contact (lookup by email), log_activity (call/email/meeting/note). Returns resource_id, direct CRM URL, signals and quality_...
This record as markdown: /tools/io-github-getgapup-gapup-mcp/crm-connector.md
What crm_connector does on Gapup Mcp
AI agents use crm_connector to create or update resources in Gapup Mcp, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Gapup Mcp environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
data | object | Yes | Payload depending on mode. push_lead: {email,first_name,last_name,company,phone,job_title}. update_opportunity: {deal_id/opportunity_id,stage,amount,close_date} |
mode | string | Yes | Action to perform in the CRM |
async | boolean | — | If true, returns a job_id immediately (<200ms) instead of waiting for the result. Poll the result with job_result(job_id). Use for slow tools to avoid client ti |
provider | string | Yes | CRM provider to target |
credentials | object | — | Auth credentials. HubSpot: access_token. Salesforce: access_token + base_url. Pipedrive: api_key. |
Parameters from the server's own tool schema.
Why crm_connector is rated Medium
The tool's primary functions are creating new contacts/leads and updating existing opportunities and activity logs in production CRM systems (HubSpot, Salesforce, Pipedrive). While search_contact is read-only, the tool's dominant capabilities are Write operations. These changes are reversible (can be edited or deleted via CRM).
From the tool's definition Tool performs reversible data modifications: 'Push, update, search and log activities', 'push_lead (create contact/lead)', 'update_opportunity (update deal stage/amount)', 'log_activity (call/email/meeting/note)'.
Risk signalsAccepts URL/endpoint input (credentials.base_url) · Handles credentials or secrets (credentials)
Attacks that exploit this kind of access
The rule that runs crm_connector safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Gapup Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For crm_connector, this is the rule to start with:
crm_connector stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Gapup Mcp, apply this rule, and every crm_connector call is checked against it from then on.
Questions about crm_connector
Push, update, search and log activities in HubSpot, Salesforce or Pipedrive. 4 modes: push_lead (create contact/lead), update_opportunity (update deal stage/amount), search_contact (lookup by email), log_activity (call/email/meeting/note). Returns resource_id, direct CRM URL, signals and quality_score. If credentials are absent, returns a mock result with a warning signal. Auth: HubSpot via Bearer access_token; Salesforce via access_token + base_url; Pipedrive via api_key. It is categorised as a Write tool in the Gapup Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
crm_connector accepts 5 parameters: data, mode, async, provider, credentials. Required: data, mode, provider. The full parameter table on this page comes from the server's own tool schema.
Register the Gapup MCP server in PolicyLayer and add a rule for crm_connector: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Gapup Mcp. Nothing to install.
crm_connector is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the crm_connector rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for crm_connector. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
crm_connector is provided by the Gapup MCP server (https://mcp.gapup.io/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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