A SugarCRM MCP server that reads opportunities and does not keep the password

What we build

A first SugarCRM tool list, written as the manifest your IT team signs

Built on what SugarCRM documents: Accounts, Contacts, Opportunities, Calls, Meetings, Tasks, Quotes. Backends named below are documented resources; "confirmed in blueprint" means the vendor documentation sits behind a login and the resource is checked against your release first.

# sugarcrm-mcp-server: tool manifest, draft for blueprint week 1
# Every tool runs as the person asking. Nothing is written without a person confirming.
tools:
  list_my_opportunities: # user -> open opportunities
    backend: GET /Opportunities with a filter on assigned user
    mode: read
  get_opportunity:       # id -> amount, sales stage, account
    backend: GET /Opportunities/{id}
    mode: read
  get_account:           # id -> name and related contacts
    backend: GET /Accounts/{id}
    mode: read
  list_meetings:         # opportunity -> meetings
    backend: the meetings link on that record, confirmed in blueprint
    mode: read
  draft_note:            # opportunity, text -> a note a person saves
    backend: not posted by the agent
    mode: propose
audit: every call logged with user, tool, arguments and the SugarCRM response

The manifest is the contract. A question that needs an operation not on it gets a new line and a review, not a wider permission.

Checked 6 October 2026

SugarCRM at a glance: interfaces, access and what exists for AI

SugarCRM (US). B2B teams on Sugar, including the DACH partner channel. The DACH overview of 14 May 2026 lists more than 5,000 customers and a Munich presence. It also names SugarPredict as Sugar's predictive feature. That name is not re-checked on a Sugar product page here.

Why SugarCRM is hard for agents

Where a SugarCRM connection needs engineering, not configuration

SugarCRM holds the records. An assistant without a governed way in answers from whatever someone pasted into the chat. The connector is the governed way in: named operations, the person's own permissions, every call logged.

Start with the Readiness Blueprint.

Two weeks, €4,900 fixed price. Week one agrees the tool list with your SugarCRM owners and checks every backend against your release and licence. Week two tests whether a person's own SugarCRM permissions reach through the connector. You keep the manifest and a costed build plan, whoever builds it. All prices are net and exclude VAT.

What we need from you: a named SugarCRM administrator, a test or sandbox system we may call, and one business owner who can say which questions the assistant should answer first. The first production connector is usually a use-case pilot from €15,000; it runs in your environment, and the code is yours.

Sources: Sugar REST API, password grant · REST version by release · DACH CRM market overview, 14 May 2026. Read 6 October 2026. Vendor documentation changes; verify against the current release.

Related

• Connectors for 100 source systems — the dated catalogue this page belongs to
• CAS genesisWorld connector — CRM, CAS Software AG
• cobra CRM connector — CRM, cobra computer's brainware GmbH
• HubSpot connector — CRM, HubSpot, Inc.
• Claude MCP server development — how we build an MCP server for any internal system