# 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.

Agent View of the PolicyLayer registry record for `crm_connector`. HTML page: https://policylayer.com/tools/io-github-getgapup-mcp-knowledge/crm-connector

## Facts

- Tool: `crm_connector`
- Server: Mcp Knowledge (`https://mcp.gapup.io`) — https://policylayer.com/tools/io-github-getgapup-mcp-knowledge.md
- Homepage: https://github.com/getgapup/gapup-mcp
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server rate-limited: no
- Parameters: 5 (3 required)
- Recommended policy verdict: Rate-limited

## Parameters

| 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 | no | 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 | no | Auth credentials. HubSpot: access_token. Salesforce: access_token + base_url. Pipedrive: api_key. |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "crm_connector",
    "arguments": {
      "data": {},
      "mode": "<mode>",
      "provider": "<provider>"
    }
  }
}
```

## Why crm_connector is rated Medium

The tool's primary functions are Write operations: creating new contacts/leads, updating deal stages and amounts, and logging activities. These are all reversible data modifications in production CRM systems. While search_contact is Read, the tool's capability to create and update takes precedence. The tool requires live CRM credentials and returns direct CRM URLs, confirming it operates against real systems.

From the tool's own definition: "Tool performs 'push_lead' (create contact/lead), 'update_opportunity' (update deal stage/amount), 'search_contact' (lookup), and 'log_activity' (call/email/meeting/note)."

Risk signals: Accepts URL/endpoint input (credentials.base_url) · Handles credentials or secrets (credentials)

## Use case

AI agents use crm_connector to create or update resources in Mcp Knowledge, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Mcp Knowledge environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Mcp Knowledge:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_connector": {
      "limits": [
        {
          "counter": "crm_connector_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

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## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=io-github-getgapup-mcp-knowledge · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/io-github-getgapup-mcp-knowledge