Octopus — Planned
CRM Plugin (Planned)
The planned CRM plugin will connect Octopus agents to Salesforce and HubSpot — enabling sales agents to read contacts and opportunities, log calls, update deal stages, and create activities without leaving the chat interface.
Planned feature. This plugin is in the design phase. Details may change before release.
Planned MCP Tools
| Tool | Description |
|---|---|
crm_get_contact | Look up a contact by email, phone, or name |
crm_list_opportunities | List open opportunities for a contact or account |
crm_update_opportunity | Update deal stage, close date, or amount on an opportunity |
crm_log_activity | Log a call, email, or meeting as a CRM activity |
crm_create_contact | Create a new contact record |
crm_search | Full-text search across contacts, accounts, and opportunities |
Supported CRM Platforms (Planned)
| Platform | Auth | Priority |
|---|---|---|
| Salesforce | OAuth 2.0 (Connected App) | High — first release |
| HubSpot | OAuth 2.0 / Private App Token | High — first release |
| Microsoft Dynamics | Azure AD OAuth 2.0 | Medium — second release |
| Pipedrive | API Token | Low |