# Kylas MCP

> Kylas MCP Server. Manage your entire sales lifecycle inside your AI client. This server connects your CRM data—leads, contacts, and deals—to your agent, letting you track pipeline health, create records, and monitor team performance using natural conversation. It's built for sales teams that need visibility and action without opening the dedicated CRM dashboard.

## Overview
- **Category:** sales-automation
- **Price:** Free
- **Tags:** pipeline-management, deal-tracking, lead-management, sales-crm, contact-database, whatsapp-integration

## Description

This server lets your AI client run your entire sales process without ever opening the Kylas dashboard. You'll manage leads, track deals, and update contacts just by talking to your agent. You've got access to every core CRM function—listing leads, building contacts, or checking deal values—all from your chat window. 

**Manage Leads**

Your AI client can show you every lead currently in the system using `list_leads`, and you can pull up all the details for a specific one using `get_lead`. You can also whip up new prospects and get 'em into the pipeline by running `create_lead`.

**Track Contacts**

Want to see who you're talking to? You can pull a full list of every contact in the database with `list_contacts`. Need to add someone new? Just run `create_contact` to build a new person record. You can also view that contact's whole history by asking your agent to check their communication records.

**View Deal Progress**

Check out the whole deal pipeline by calling `list_deals` to see every active deal. You can also drill down into the specifics of any single deal using the agent when you need to know its current value or stage.

**Manage Sales Tasks**

You can see what's due next by listing all scheduled CRM tasks with `list_tasks`, letting you know which follow-ups or actions you gotta take.

Your agent processes complex requests to show conversion rates and deal velocity across the funnel, giving you a full view of your pipeline's health.

## Tools

### create_contact
Adds a new person record to the CRM contact database.

### create_lead
Generates a new lead record in the system.

### get_lead
Retrieves specific data for a single lead using its ID.

### list_contacts
Shows a list of all contact records in the CRM.

### list_deals
Displays a list of all active deals currently in the pipeline.

### list_leads
Shows a list of all leads in the Kylas system.

### list_tasks
Retrieves a list of all scheduled CRM tasks.

## Prompt Examples

**Prompt:** 
```
Show the sales pipeline and deals closing this week.
```

**Response:** 
```
Pipeline: 45 active deals ($890K total). Prospecting (12, $180K), Qualification (8, $120K), Proposal (10, $240K), Negotiation (8, $200K), Closing (7, $150K). Closing this week: 3 deals. 'Acme Corp' ($45K, 90% prob), 'TechCo' ($35K, 80%), 'GlobalInc' ($28K, 75%). Win rate: 32%.
```

**Prompt:** 
```
Create a new lead and show all contacts at acmecorp.com.
```

**Response:** 
```
Lead created! 'NovaTech — API Integration'. Source: Website. Status: New. Assigned: Sarah. Contacts at acmecorp.com: 3. John Smith (CTO, 4 deals, $120K), Lisa Park (VP Eng, 2 deals), Mike Torres (Director, 1 deal). Last activity: today.
```

**Prompt:** 
```
Show team performance and pipeline conversion metrics.
```

**Response:** 
```
Team: 4 reps. Sarah — 18 deals ($320K), 38% win rate, avg cycle: 22 days. Mike — 12 deals ($210K), 30% win rate. Lisa — 10 deals ($190K), 35%. James — 5 deals ($170K), 28%. Pipeline conversion: Lead→Qualified: 45%. Qualified→Proposal: 60%. Proposal→Won: 32%. Avg deal: $19.8K.
```

## Capabilities

### Manage Leads
You can list all existing leads, get details on a specific lead, or create new leads and assign them to the pipeline.

### Track Contacts
The server allows you to list all contacts in the database, create new ones, and view their complete communication history.

### View Deal Progress
Retrieve a list of all deals, or examine the details of specific deals, to monitor their value and stage.

### Manage Sales Tasks
List all scheduled CRM tasks, letting you see what follow-ups or actions are due.

### Analyze Pipeline Health
The AI client processes complex requests to show conversion rates and deal velocity across the funnel.

## Use Cases

### The End-of-Day Pipeline Review
The Sales Manager needs to know if the team hit its quarterly target. They ask the agent to 'Show the pipeline and deals closing this week.' The server runs complex logic, aggregating data from `list_deals` and `list_leads`, and gives a clear, actionable report on win rates and deal totals.

### The Prospecting Follow-Up
A BDR finds a new company website. They ask the agent to 'Create a new lead for NovaTech and list all contacts at acmecorp.com.' The agent runs `create_lead` and then `list_contacts`, solving the need for immediate, contextual data gathering.

### The Deal Qualification Check
An Account Executive is about to propose a deal. They ask the agent to 'What is the full history for John Smith at Acme Corp?' The agent uses `list_contacts` and `get_lead` to pull up all past interactions and deals, ensuring the proposal is highly personalized.

### The Quick Data Entry
You just got a name and email from a networking event. Instead of opening Kylas, you tell your agent: 'Create a contact for Jane Doe.' The agent executes `create_contact` instantly, logging the data without context switching.

## Benefits

- Monitor your entire deal pipeline instantly. Instead of clicking through 15 stages, ask the agent to `list_deals` and see total value, deal count, and stage breakdowns in one prompt.
- Keep your data current without opening the CRM. Use `create_contact` or `create_lead` to log new information—like a website lead or a meeting follow-up—directly from your chat window.
- Know exactly who you're talking to. `list_contacts` pulls up a person's full history, including past activities and communications, so you never miss context.
- Track team performance metrics on the fly. Ask the agent to summarize pipeline conversion rates or check team deal counts without needing a dedicated dashboard view.
- Manage follow-ups effortlessly. Use `list_tasks` to see all scheduled follow-ups, ensuring no prospect falls through the cracks because you forgot to open the CRM.

## How It Works

The bottom line is, your AI client talks to the CRM, and the server handles the translation into actions, so you never have to switch apps.

1. Subscribe to the Kylas server and provide your API Key.
2. Your AI client sends a natural language request (e.g., 'Show me all deals in the negotiation stage').
3. The server executes the necessary tool call (`list_deals`) and returns the structured data to your agent for a conversational answer.

## Frequently Asked Questions

**How do I use the `create_lead` tool in the Kylas MCP Server?**
You tell your agent to create the lead and provide the necessary details in the prompt. The agent handles the JSON structure required by the tool, so you just write naturally. It logs the new lead in the system.

**Can I get a list of all contacts using the `list_contacts` tool?**
Yes. The `list_contacts` tool pulls up every contact in the CRM. You can then ask follow-up questions about that list, like 'Show me all contacts at TechCo.'

**What is the difference between `list_leads` and `list_contacts`?**
The `list_leads` tool shows your raw list of prospects and their current status. `list_contacts` focuses on the individuals, showing their activity history and communication records.

**How do I check deals using the `list_deals` tool?**
The `list_deals` tool fetches all active deals. You can filter this list by stage, value, or closing date, giving you a real-time view of the pipeline.

**Can I list tasks using the `list_tasks` tool?**
Yes, `list_tasks` pulls all scheduled CRM tasks. This helps you manage follow-ups and make sure no action item gets missed before a meeting.

**How do I use the `get_lead` tool to find a specific lead's details?**
You pass the lead ID to `get_lead`. This retrieves all specific details for that single lead, including status and assigned owner. It's faster than listing all leads when you know the ID you need.

**What data can I process using `create_contact`?**
You provide the contact's necessary information, like name, company, and title. The tool handles the creation and ensures it's logged correctly in the CRM database.

**Is there a way to list deals that are currently in the 'Proposal' stage using `list_deals`?**
You specify the desired pipeline stage when calling `list_deals`. This filters the results to show only deals currently at that exact stage, helping you focus your efforts.

**Can I manage leads and track deals?**
Yes. List, create, and update leads with status tracking. Browse deals across pipeline stages with deal values and probability.

**Can I monitor pipeline conversion rates?**
Yes. Track pipeline metrics including deal counts per stage, conversion rates, average deal size, and velocity.

**What API endpoint does Kylas use?**
Bearer authentication against `api.kylas.io/v1`.