# Read CRM records: 13 GTM tools, 10 with an official MCP server > Query contacts, accounts, deals and activity out of a system of record. 10 of the 13 entries tagged with this job carry an MCP server of some kind, 10 of them official. Counted 2026-08-25 from the directory data. *Markdown twin of the HTML page at the same path. Same content, no navigation, no styling, no scripts. Links below point at other twins. Site map for machines: [llms.txt](../llms.txt). The whole dataset: [directory.json](../data/directory.json).* --- [Directory](../index.md) / [By job](index.md) / [Systems of record and plumbing](family-systems-of-record.md) / Read CRM records **Job · read-crm-records** ## Read CRM records Query contacts, accounts, deals and activity out of a system of record. - **entries tagged**: 13 - **official MCP**: 10 - **community MCP**: 0 - **no MCP found**: 3 - **solo reachable**: 8 10 of the 13 entries tagged with this job carry an MCP server of some kind, 10 of them official. 10 of the 13 tagged entries are distinct products; the other 3 are the same product cross listed in a second category. 0 have been bench tested. Counted 2026-08-25 from directory.json. > **What a tag means**: A job tag means the vendor says the tool does this. It is not a test result, not proof the capability is reachable through the tool's MCP server, and not proof it is available on the gate this entry records. **Asked by a human or an agent as** - read crm records - get my open deals - look up this contact in the crm - query salesforce - what is in hubspot for this account **Where these tools live** - [RevOps Infra](../categories/revops-infra.md): 7 tagged - [Conversation Intel](../categories/conversation-intel.md): 2 tagged - [Forecasting & Revenue](../categories/forecasting-revenue.md): 2 tagged - [AI SDRs](../categories/ai-sdr-agents.md): 1 tagged - [MCP Layer](../categories/mcp-infrastructure.md): 1 tagged ### The 13 entries tagged read-crm-records Ordered by the published rule: official MCP first, then community, then unknown, then n/a, then none-found; within each band gate order is free, paid, enterprise-leaning, enterprise-only, unknown; then alphabetical by name. Computed, never curated, never purchasable. - [Apideck](../tools/apideck.md) apideck.com A unified API that normalises 200+ SaaS connectors into single data models, exposed as one MCP endpoint covering CRM, accounting, HRIS, ATS, file storage and issue tracking. [Official MCP](../mcp/official.md) · [Free to start](../gates/free.md) · [MCP Layer](../categories/mcp-infrastructure.md) - [Attio](../tools/attio.md) attio.com A CRM built around a flexible, user-defined data model (not fixed contact/company/deal objects) with real-time sync and an API-first architecture. [Official MCP](../mcp/official.md) · [Free to start](../gates/free.md) · [RevOps Infra](../categories/revops-infra.md) - [HubSpot](../tools/hubspot.md) hubspot.com An all-in-one CRM/marketing/sales/service platform with contacts, deals, marketing automation, and a public REST API/developer platform. [Official MCP](../mcp/official.md) · [Free to start](../gates/free.md) · [RevOps Infra](../categories/revops-infra.md) - [Pipedrive](../tools/pipedrive.md) pipedrive.com A sales-pipeline-focused CRM built around deal-stage visualization and activity tracking for sales teams. [Official MCP](../mcp/official.md) · [Free to start](../gates/free.md) · [RevOps Infra](../categories/revops-infra.md) - [Affinity](../tools/affinity.md) affinity.co A relationship-intelligence CRM for deal teams that auto-builds the contact graph from email and calendar activity and scores relationship strength, rather than relying on reps to log activity. [Official MCP](../mcp/official.md) · [Paid, self-serve](../gates/paid.md) · [RevOps Infra](../categories/revops-infra.md) - [Close (Close CRM)](../tools/close.md) close.com A sales CRM built for inside-sales teams with built-in calling, email, and SMS alongside pipeline/lead management - a communications-plus-CRM combo rather than a pure system of record. [Official MCP](../mcp/official.md) · [Paid, self-serve](../gates/paid.md) · [RevOps Infra](../categories/revops-infra.md) - [Grain](../tools/grain.md) grain.com AI meeting notetaker that records and transcribes calls and builds a searchable, cross-meeting library synced to the CRM. [Official MCP](../mcp/official.md) · [Paid, self-serve](../gates/paid.md) · [Conversation Intel](../categories/conversation-intel.md) - [HighLevel (GoHighLevel)](../tools/highlevel.md) gohighlevel.com An all-in-one agency CRM covering contacts, pipelines, conversations, calendars, payments and campaign automation across many client sub-accounts from one place. [Official MCP](../mcp/official.md) · [Paid, self-serve](../gates/paid.md) · [RevOps Infra](../categories/revops-infra.md) - [Otter.ai](../tools/otter-ai.md) otter.ai AI meeting notetaker whose Sales Agent variant pulls CRM context before a call and flags objections, competitor mentions, and pricing discussion live, then writes summaries and next steps back to the CRM. [Official MCP](../mcp/official.md) · [Enterprise only](../gates/enterprise-only.md) · [Conversation Intel](../categories/conversation-intel.md) - [Salesforce (core CRM/platform) + Agentforce](../tools/salesforce-agentforce.md) salesforce.com A cloud CRM/platform for managing sales, service, and marketing records via a database, APIs, and a low-code app layer, with Agentforce as a layer on top for configuring autonomous AI agents that read... [Official MCP](../mcp/official.md) · [Enterprise only](../gates/enterprise-only.md) · [RevOps Infra](../categories/revops-infra.md) - [Pipedrive (AI Sales Assistant / forecasting)](../tools/pipedrive.md) pipedrive.com Pipedrive's built-in AI-driven forecasting layer - not a separately branded "Insights" product, but the CRM's AI Sales Assistant plus probability-weighted pipeline forecasting math. See 06-revops-infra.md for... [No MCP found](../mcp/none-found.md) · [Free to start](../gates/free.md) · [Forecasting & Revenue](../categories/forecasting-revenue.md) · Cross listed, canonical home is RevOps Infra - [HubSpot (AI Forecasting)](../tools/hubspot.md) hubspot.com HubSpot's forecasting tool inside Sales Hub/Service Hub, turning pipeline data into revenue predictions via weighted-pipeline calculations plus an "AI forecasting" layer shown in-product. See... [No MCP found](../mcp/none-found.md) · [Paid, self-serve](../gates/paid.md) · [Forecasting & Revenue](../categories/forecasting-revenue.md) · Cross listed, canonical home is RevOps Infra - [Salesforce Agentforce (SDR Agent)](../tools/salesforce-agentforce.md) salesforce.com A prebuilt agent within Salesforce's Agentforce platform intended to handle inbound lead engagement and outbound prospecting conversations natively inside Sales Cloud, escalating to a human rep once a prospect... [No MCP found](../mcp/none-found.md) · [Enterprise only](../gates/enterprise-only.md) · [AI SDRs](../categories/ai-sdr-agents.md) · Cross listed, canonical home is RevOps Infra ### Next to this job - [Write CRM records](write-crm-records.md) - [Query a data warehouse](query-data-warehouse.md) - [Sync records between systems](sync-records-between-systems.md) - [Run an automation workflow](run-automation-workflow.md) - [Route an inbound lead](route-inbound-lead.md)