#Account Management MCP Servers

Connect your Salesforce CRM to any AI agent. Query records with SOQL, manage accounts, contacts, opportunities, run reports, and perform CRUD operations.

Manage accounts, opportunities, orders, and business processes on Microsoft Dynamics 365. The unified CRM & ERP platform.

Manage leads, contacts, accounts, deals, and notes. Complete Zoho CRM access through natural conversation.

Automate sales engagement via Salesloft. Manage cadences, people, and accounts directly from any AI agent.

Search, create, and manage contacts, leads, and accounts. With lead conversion and related records in Zoho CRM.

Deep deal management with quotes, products, sales orders, and invoices. Complete sales cycle in Zoho CRM.

Universal N26 intelligence. Check balances, accounts, and spaces via AI.

Manage your Vonage communications. Send SMS and audit account data via AI.

Check balance, statements, pay Pix/Boleto, and manage your BB account via API.

Manage customer success and health via ChurnZero. Track churn scores, monitor segments, and analyze account activity directly from any AI agent.

Manage your Nubank Mexico banking from any AI agent. Check balances, review transactions, send SPEI transfers, pay bills, and track spending analytics.

Reduce churn and grow accounts with health scoring, engagement tracking, and success playbooks built for customer success teams.

Access and manage utility data with Arcadia Plug. Track accounts, statements, and meters via AI.

Equip your AI agent to manage customer success, monitor health scores, and track churn probability directly via the Custify API.

Manage customer success, track health scores, and oversee account usage via AI agents with Freshsuccess.

Manage your banking & fintech operations via Griffin. List accounts, monitor transactions, and handle verifications via AI.

Manage customer success via Planhat. List companies, track end users, and monitor tasks directly from any AI agent.

Automate B2B support and CRM via Pylon. Manage issues, accounts, and knowledge bases with AI.

Manage accounts, contacts, and customer health on Skalin with AI agents.

Manage your Belong mobile and broadband services. Track usage, list invoices, and check account balance directly from any AI agent.

China's leading enterprise CRM platform. Manage leads, accounts, and opportunities via AI.