Simply CRM MCP terms of use

These terms apply to use of the Simply CRM MCP integration.

Authorized use

You may connect only Simply CRM accounts and instances that you are authorized to access. Actions performed through MCP run with the permissions of the connected CRM user.

Write actions

Tools such as create_record, update_record, bulk_update_records, create_field, update_field, create_workflow, update_workflow and delete_workflow modify CRM data or configuration. delete_workflow is destructive and cannot be undone. Administrator tools require an administrator CRM user. Review tool requests and confirmations in your AI client before approving changes.

Third-party clients

The MCP integration can be used with third-party AI clients. Their availability, behavior and data handling are governed by their own terms. Simply CRM does not control the output generated by third-party AI models.

Service changes

The MCP tool set and service may be updated to improve security, compatibility and functionality. Materially higher-risk capabilities should be introduced as explicitly described tools and permissions.

Support

For support, visit help.simply-crm.com.