MCP Server for Ploomes
Connect Ploomes actions with AI tools like ChatGPT, Claude, and Cursor using the viaSocket MCP Server.
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Supported Actions
Add 9 actions as tools to your MCP client for seamless integration
Create Contact
Creates a new contact in Ploomes CRM using the provided details (name, type, status, contact info, address, phones and custom fields).
Create Custom Field
Add a new custom field to a selected Ploomes entity, specifying its name, data type, and whether it is required.
Update Contact
Update an existing Ploomes contact by ID with the provided details (name, email, address, phones, status, owner, custom fields, etc.).
Get Contact
Retrieve a Ploomes contact by the provided Contact Id. Returns the contact record or a 'No contact found' message.
Create Deal
Create a new deal in Ploomes with title, contact, stage, currency, amount, owner and optional custom fields; returns the created deal record.
Get Deal
Retrieve a Ploomes deal by Deal Id and return its details plus related records (contact, person, stage, tasks, documents).
Connect Ploomes to Any AI Assistant in 3 Easy Steps
viaSocket MCP Server lets you easily connect Ploomes actions with AI tools like ChatGPT, Claude, and Cursor, all with built-in authentication. No need to manage integrations or deal with a bulky setup.
Step 1
Get Your MCP Endpoint
Instantly get a unique, secure URL that connects your AI assistant to viaSocket’s network of integrations
Step 2
Choose Your Actions
Choose and configure the actions your AI assistant can perform in Ploomes
Step 3
Connect Your AI Assistant
Connect your AI Assistant easily with the MCP endpoint for instant, secure task execution
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Frequently Asked Questions
MCP (Model Context Protocol) is an open standard that lets AI models easily connect with external data and tools, serving as a universal bridge for AI integrations.
viaSocket MCP connects you to its vast ecosystem of integrations while handling authentication, API limits, and security for all your integrations.
Yes, MCP effortlessly connects with platforms such as Cursor, OpenAI, and custom-built clients, making integration and automation a breeze.
You can quickly set up your MCP endpoint and start executing AI actions in minutes.
Yes, MCP endpoints come with built-in authentication, ensuring secure and reliable connections.
viaSocket MCP supports a wide range of applications, including CRM systems, marketing tools, project management software, databases, and much more.
About Ploomes
Ploomes is a comprehensive CRM platform designed to streamline sales processes and enhance customer relationship management. It offers tools for managing leads, automating workflows, and generating insightful reports to boost sales efficiency.
About viaSocket MCP server
viaSocket MCP (Model Context Protocol) lets AI connect with thousands of apps through viaSocket's platform, enabling seamless communication, data exchange, and enhanced automation.
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