Creatio Sales MCP Server
Workato MarketplaceWorkato combines an enterprise-grade workflow automation platform with the ease of use expected from consumer apps, enabling both business and IT users to quickly build workflow automations.https://marketplace.workato.com/s/6957a30d1aa80379a738ba88/6957db1dd1e83e9cc9877e65/idwjrqfcbj_1767365395303-480x480.png
1530 Page Mill Road94304Palo AltoUS
Workato Marketplace
1530 Page Mill RoadPalo Alto, US
+18444696752https://marketplace.workato.com/s/6957a30d1aa80379a738ba88/6957db1dd1e83e9cc9877e65/idwjrqfcbj_1767365395303-480x480.png"[email protected]
69ddd3fa168240a33369786dCreatio Sales MCP ServerCreatio Sales MCP Server

The Creatio Sales MCP is a conversational AI agent built on Workato that transforms how sales teams interact with their CRM data. Instead of navigating complex screens, manually searching for records, or waiting for administrators to pull reports, teams simply ask questions in natural language and receive instant, accurate results from their Creatio system. The MCP connects to the target Creatio instance behind the scenes. When a salesperson asks about an opportunity, wants to create a new lead, or needs to update a deal stage, the MCP automatically determines the correct Creatio entity, constructs the appropriate API call, executes it through the Creatio connector, and returns structured results within seconds.The MCP includes five tools: search records across any module, summarise a full account with related opportunities and contacts, check invoice payment status, create new leads, contacts, or opportunities, and update existing records including stage progression. Field name mapping is handled automatically so the MCP normalises natural language input to correct Creatio API field names, eliminating common integration errors.The result is instant CRM access without requiring specialist knowledge. Sales teams can investigate deals faster, log new leads from any conversation, move opportunities through the pipeline, and review account health through a simple conversational interface.

SKU-O4PYCJSDV
USD1In Stock
Creatio Sales MCP Server
Mcp Early Access

Creatio Sales MCP Server

Version 1.0.0

Last updated Apr 14, 2026byZertain

An AI-powered Creatio Sales MCP that lets sales teams query, create, and update records in their Creatio system including Opportunities, Leads, Accounts, Contacts, and Invoices using plain English, eliminating the need to navigate complex Creatio interfaces and enabling instant access to sales data through a conversational interface.

About this MCP

The Creatio Sales MCP is a conversational AI agent built on Workato that transforms how sales teams interact with their CRM data. Instead of navigating complex screens, manually searching for records, or waiting for administrators to pull reports, teams simply ask questions in natural language and receive instant, accurate results from their Creatio system. The MCP connects to the target Creatio instance behind the scenes. When a salesperson asks about an opportunity, wants to create a new lead, or needs to update a deal stage, the MCP automatically determines the correct Creatio entity, constructs the appropriate API call, executes it through the Creatio connector, and returns structured results within seconds.The MCP includes five tools: search records across any module, summarise a full account with related opportunities and contacts, check invoice payment status, create new leads, contacts, or opportunities, and update existing records including stage progression. Field name mapping is handled automatically so the MCP normalises natural language input to correct Creatio API field names, eliminating common integration errors.The result is instant CRM access without requiring specialist knowledge. Sales teams can investigate deals faster, log new leads from any conversation, move opportunities through the pipeline, and review account health through a simple conversational interface.

Key Use Cases

  • Query, create, and update records in Creatio (Opportunities, Leads, Accounts, Contacts, Invoices) using plain English

  • Summarise a full account with related opportunities and contacts

  • Check invoice payment status

  • Update existing records including stage progression.

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