The official iri CRM MCP server works with every AI assistant that supports MCP: ChatGPT, Claude, Gemini, Copilot, Cursor. Paste one URL, sign in with your iri CRM account and choose what to allow. Then create leads, send WhatsApp messages, pull revenue reports and edit your workflows in plain language.
https://iricrm.com/api/mcpConnects with OAuth: you sign in to iri CRM and approve. Your password or key is never shared with the AI.
Switch each of the 44 permissions on or off. The AI only sees the tools you allow.
ChatGPT, Claude, Gemini, GitHub Copilot and Cursor all use the same URL. Switch AI tools and your CRM connection stays the same.
WhatsApp, email, Instagram, leads, appointments, workflows, AI sales bot, finances and Google Ads.
Add a new connector or MCP server in your AI tool and paste the URL below. The steps for each tool are further down.
Sign in with your account on the iri CRM screen that opens and choose what to allow. Switch off anything you do not want.
Just type "list today's new leads" or "send Ayşe an appointment reminder".
I pulled the latest data from your CRM. Here is the summary (sample data):
Shall I show the details of these 4 leads or draft a follow-up message for them?
In ChatGPT go to Settings > Apps & Connectors, create a new connector named "iri CRM", paste this URL and choose OAuth for authentication. Depending on your plan you may first need to turn on developer mode under Advanced settings.
https://iricrm.com/api/mcp
The connection uses OAuth 2.1. The AI never sees your password or API key.
Each of the 44 permissions has its own switch. For example allow WhatsApp messages but not broadcast campaigns.
The AI works as you: it cannot see what your role cannot see, and it cannot reach other businesses' data.
A workflow the AI creates or edits is saved switched off for you to review and enable. There is no tool that deletes records.
Remove the connection from the MCP section of your dashboard and access ends immediately.
List, search and create leads, update stage and value, add notes and tags, view documents.
Send WhatsApp, email and Instagram DMs, read the inbox and chat history.
Read workflows, build one from scratch, change the messages and settings of steps, switch them on or off.
Switch the bot on or off, update its instructions, knowledge base and scenario rules, hand a chat to a human.
List campaigns and approved templates, start a WhatsApp broadcast to an audience.
List overdue, today's and upcoming follow-ups, create and complete them.
Campaign performance, AI optimisation recommendations and spend audit.
Query the calendar and book a new appointment for a customer.
Create a digital contract with a signing link and check its status.
Scan the sales funnel for a growth report and read the latest one.
Record expenses by category and view the expense list.
View services and prices, add a new service.
Live revenue, lead counts, conversion and sales channel summary.
List representatives and team members with their roles.
Related features: Visual Workflows · AI Sales Bot · Developer REST API · WhatsApp CRM
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