MCP server that lets AI agents read live project, time and billing data from CrmLeaf PSA
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CrmLeaf MCP Server Overview
CrmLeaf MCP Server connects AI agents to CrmLeaf, a professional services automation (PSA) platform for agencies, consultancies and IT services firms. Agents running in Claude, ChatGPT, Cursor or VS Code can query live projects, tasks, timesheets, resource allocation, invoices and CRM records through 68 tools, read-only by default with no deletes. CrmLeaf also provides a REST API with personal access tokens and webhooks for custom agent workflows. Free plan available; paid plans from $9 per user per month.
How to evaluate CrmLeaf MCP Server for model context protocol (mcp) workflows
CrmLeaf MCP Server is listed as a freemium model context protocol (mcp) AI agent with closed source access. Use this page to compare its core capabilities, practical use cases, pricing model, and alternatives before adding it to your workflow.
A strong first-fit use case is Ask which projects are over budget this month, especially if your team is shortlisting model context protocol (mcp) tools for a specific operational need.
Best-fit checks before choosing:
- Confirm that freemium pricing matches your expected usage volume.
- Compare CrmLeaf MCP Server with similar model context protocol (mcp) AI agents in the alternatives section.
- Validate the key capability: Read live projects, tasks and milestones.
CrmLeaf MCP Server Key Features
Read live projects, tasks and milestones
Query timesheets and team utilization
Check invoices, payments and billing status
Look up CRM leads, deals and contacts
Read-only by default, no deletes
CrmLeaf MCP Server Use Cases
Ask which projects are over budget this month
Find who has capacity next week
List overdue invoices and unpaid hours
Summarize a client's projects and billing
Build custom agent workflows via REST API and webhooks
Quick Facts
CategoryModel Context Protocol (MCP)
IndustryVertical
AccessClosed Source
Pricing
Freemium
StatusStandard · New
ListedNov 13, 2026
Popularity8%
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