NoCRM.io for AI agents

noCRM.io is lead management software designed to help sales teams track and close deals efficiently without the overhead of a full CRM. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect NoCRM.io See the 9 actions ↓

CRMAPI keyMCP + RESTnocrm.io

AUDIT LOG · NOCRM.IOPOLICY: acme-support

09:41:07 · claude · u_8f2read

nocrm_io.list_all_teams

List All Teams✓ allowed · 212ms

09:41:09 · claude · u_8f2write

nocrm_io.create_lead

Create Lead✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

nocrm_io.delete_lead

Delete Lead✕ blocked · policy: deny

EVERY NOCRM.IO CALL, ON THE RECORD

01 · USE CASES

What agents do in NoCRM.io.

Create a new lead

Create a lead when a new prospect comes in from a form or another channel.

Assign a lead to a rep

Assign an existing lead to the right salesperson so follow-up happens without it sitting unclaimed.

Approve before deleting a lead

Require approval before deleting a lead, since it permanently removes its history and notes.

02 · ACTIONS

9 NoCRM.io actions, graded by risk.

Every NoCRM.io action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

nocrm_io.list_all_teams
List All Teams

write

Create and change things. Allow, or ask the user first.

nocrm_io.create_lead
Create Lead
nocrm_io.add_a_tag_to_a_lead
Add a tag to a lead
nocrm_io.duplicate_lead
Duplicate Lead
nocrm_io.assign_lead_to_user
Assign Lead to User
nocrm_io.change_lead_status_standby
Change lead status standby
nocrm_io.append_to_leads_description
Append to lead's description
nocrm_io.change_lead_status_cancelled
Change Lead Status to Cancelled

destructive

Delete, cancel or archive. Ask first, or deny outright.

nocrm_io.delete_lead
Delete Lead

03 · HOW IT WORKS

NoCRM.io in three steps.

01Your users connect NoCRM.ioThey add their NoCRM.io api key on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create Lead” can wait for the user, and “delete Lead” can be denied outright.
03Any agent can actYour agent calls NoCRM.io through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('nocrm_io', {
  read: 'allow',
  write: 'ask',        // create_lead
  destructive: 'deny',  // delete_lead
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How NoCRM.io connects.

Users add their NoCRM.io api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same NoCRM.io connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: API key
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use NoCRM.io from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More crm apps.

Salesforce224 actions

07 · FAQ

NoCRM.io and Arc0, answered.

Q01

Can I use NoCRM.io with Claude, ChatGPT or Cursor?

Yes. Connect NoCRM.io to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the NoCRM.io actions you allow.

Q02

How do users connect NoCRM.io?

Users add their NoCRM.io api key on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which NoCRM.io actions can my agent take?

9 in total: 1 read, 7 write and 1 destructive, such as “create Lead”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in NoCRM.io?

Yes. Actions like “delete Lead” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call NoCRM.io too?

Yes. The same NoCRM.io connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug NoCRM.io into your agent.

Your users connect NoCRM.io once, under your brand. Your agent gets 9 actions behind your policies, with every call on the record.

Connect NoCRM.io Browse all apps →

Free to build · MCP + REST · Audit log on every plan