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.
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.