Sales Opportunities
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UndrAds Sales CRM
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Your access to Sales CRM is pending admin approval.
Please contact Satdeep or Lakshya to activate your account.
| Salesperson | Active Deals | Meetings (Month) | Leads (Month) | Pubs (Month) | POCs (Month) | Closed Won Value |
|---|
Manage company profiles and points of contact
| Company Name | Owner | Phone | Website | Downloads (Monthly) |
|---|
| Contact Name | Company | Title / Role | Mobile Phone | Telegram / Zalo |
|---|
Manage access permissions for Ops Onboarding and Sales CRM independently.
| User | Sales CRM Access | Ops Onboarding Access | MCP Access | Global Admin | Slack Member ID |
|---|
Rename field labels or add/delete custom fields for each module. Click a label to rename it.
This CRM includes a Model Context Protocol (MCP) server that is fully cloud-hosted. It enables AI assistants (like Claude or Antigravity) to view and modify the CRM database securely over HTTPS using SSE (Server-Sent Events) with zero local files or keys required.
Connect your Antigravity IDE to the cloud CRM database:
Manage MCPs tab in Antigravity
View raw config at the top
mcpServers
💡 No Node.js or proxy required — Antigravity connects directly over HTTPS.
Node.js (v18+) is required on your machine to run the client-side proxy wrapper (mcp-remote). Download it from: nodejs.org.
Choose your operating system, copy the command, paste it into your Terminal/PowerShell, and press Enter:
Open your Claude Desktop configuration file and append the following configuration:
💡 Windows Store Users: If you installed Claude from the Microsoft Store, the config is at:
%USERPROFILE%\AppData\Local\Packages\Claude_pzs8sxrjxfjjc\LocalCache\Roaming\Claude\claude_desktop_config.json
🔄 After installing, completely Restart Claude Desktop for the changes to take effect.
Connect Cursor Editor to the cloud CRM database:
undrads-crm, Type to command, and paste this command:
⚠️ Requires Node.js v18+ installed. Download from nodejs.org.
Connect Roo Code / Cline (VS Code Extension) to the cloud CRM database:
mcpSettings.json
mcpServers
💡 Connects directly via SSE — no Node.js proxy required.
For any other SSE-compatible AI agent or MCP client, use this direct connection URL:
🔗 This is a standard Streamable HTTP endpoint. Configure your client to connect to this URL using its MCP/SSE settings.
Once connected, the AI assistant automatically learns and can call the following 8 tools in the CRM database. Here is how you can use them step-by-step:
list_leads)
Lists opportunities in your sales funnel. You can filter by stage (e.g. lead, proposal-sent, onboarding, live-stable).
update_lead_stage)
Moves a deal to a new stage and leaves a system audit trail. If moving to churned stages, a reason is required.
add_deal_remark)
Appends a note or status update to the activity timeline of a specific deal.
search_publishers)
Searches for registered companies/publishers in the database by name or website domain.
search_pocs)
Searches for Point of Contacts (POCs) in the database by first name, last name, or email address.
create_publisher)
Registers a new publisher. Validates website domain to prevent duplicates and requires at least one App/Play Store URL.
create_poc)
Registers a contact person/POC and links them optionally to a publisher.
create_lead)
Creates a new deal on the Kanban board with pricing, closing dates, product type, and default system audit logs.
Once the status shows Enabled in the IDE and all green toggles are active, ask your AI Coding Assistant in the chat window to test the connection: