Espocrm AI Agent & MCP Integration — 25 Actions

Actions

What you can do
with Espocrm.

Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.

Convert Lead

espocrm:convert_lead

Convert a lead to account, contact, and/or opportunity in EspoCRM.

Write Medium risk

Create Account

espocrm:create_account

Create a new account in EspoCRM.

Write Medium risk

Create Case

espocrm:create_case

Create a new case in EspoCRM.

Write Medium risk

Create Contact

espocrm:create_contact

Create a new contact in EspoCRM.

Write Medium risk

Create Lead

espocrm:create_lead

Create a new lead in EspoCRM.

Write Medium risk

Create Opportunity

espocrm:create_opportunity

Create a new opportunity in EspoCRM.

Write Medium risk

Delete Account

espocrm:delete_account

Delete an account from EspoCRM. WARNING: This action cannot be undone.

Write High risk

Delete Contact

espocrm:delete_contact

Delete a contact from EspoCRM. WARNING: This action cannot be undone.

Write High risk

Get Account

espocrm:get_account

Fetch a single account by ID with contact information and details.

Read Low risk

Get Case

espocrm:get_case

Fetch a single case by ID with status and contact information.

Read Low risk

Get Contact

espocrm:get_contact

Fetch a single contact by ID with account and personal information.

Read Low risk

Get Lead

espocrm:get_lead

Fetch a single lead by ID with status and contact information.

Read Low risk

Get Opportunity

espocrm:get_opportunity

Fetch a single opportunity by ID with account and deal information.

Read Low risk

List Accounts

espocrm:list_accounts

List accounts with optional filtering and pagination.

Read Low risk

List Cases

espocrm:list_cases

List cases with optional filtering and pagination.

Read Low risk

List Contacts

espocrm:list_contacts

List contacts with optional filtering and pagination.

Read Low risk

List Leads

espocrm:list_leads

List leads with optional filtering and pagination.

Read Low risk

List Opportunities

espocrm:list_opportunities

List opportunities with optional filtering and pagination.

Read Low risk

List Users

espocrm:list_users

List users in EspoCRM with optional filtering and pagination.

Read Low risk

Send Email

espocrm:send_email

Send an email through EspoCRM.

Write Medium risk

Update Account

espocrm:update_account

Update an existing account in EspoCRM.

Write Medium risk

Update Case

espocrm:update_case

Update an existing case in EspoCRM.

Write Medium risk

Update Contact

espocrm:update_contact

Update an existing contact in EspoCRM.

Write Medium risk

Update Lead

espocrm:update_lead

Update an existing lead in EspoCRM.

Write Medium risk

Update Opportunity

espocrm:update_opportunity

Update an existing opportunity in EspoCRM.

Write Medium risk

How it works

Every Espocrm action
governed end-to-end.

Cerebral OS isn't a connector. It's the execution layer that sits in front of Espocrm — adding governance, dry-run safety, and a full audit trail to every operation.

Governance first

Every verb carries a risk classification. High-risk writes require explicit approval gates before they execute in production.

Dry-run safe

Simulate any Espocrm action before it touches production. See exactly what would happen before a single real call is made.

Immutable audit trail

Every Espocrm action is logged — what ran, what changed, who approved it, when it happened. Full history on every verb, forever.

Espocrm
automation.

What you can do
with Espocrm.

Every Espocrm action
governed end-to-end.

Start free.
No credit card required.

Espocrmautomation.

What you can dowith Espocrm.

Every Espocrm actiongoverned end-to-end.

Start free.No credit card required.

Espocrm
automation.

What you can do
with Espocrm.

Every Espocrm action
governed end-to-end.

Start free.
No credit card required.