CRM · 32 MCP tools · live

Tell it what happened.
The CRM is already updated.

Parsons CRM is 32 MCP tools with a console on top. Point the Claude or ChatGPT you already pay for at it — it logs the call, moves the deal, books the follow-up. Those tool calls are free and uncapped.

$15/mo flat, or $150/yr · no seats · your AI's tool calls free and uncapped · card collected at checkout · cancel any time

crm · project: northwind consultingwriting
"Just got off a call with Dana at Northwind. Good demo, they asked for pricing. Move it to proposal, $18k, and remind me Tuesday."
contactsDana ReyesVP Operations · score 85search_contacts
activitiesCall · todaytype: "call"log_activity
dealsNorthwind Retrofitproposal · 70% · $18,000move_deal_stage
tasksFollow up Danadue Tue 25 Augcreate_task
$15/mo flat, or $150/yr· No seats· Tool calls free & uncapped· Unlimited projects, free· 14-day free trial · cancel any time
02 · The real problem

The software never broke. Thursday did.

You didn't stop using your last CRM because it lacked a feature. You stopped because logging one call meant opening a form built around objects and tabs, so you did it later, so you didn't, so the forecast went stale, so you stopped opening it. Adoption research puts CRM rollouts that miss their objective at roughly 55% (source) — and almost none of them fail because the software fell over.

0 weeks
contacts · pipeline viewcurrent
ContactDealStageLast updated
Dana ReyesNorthwind Retrofitproposal1 day ago
Marcus BellBellcourt fit-outqualified3 days ago
Priya NairCedar Labs pilotdemo6 days ago
Tomas AldermanAlderman Groupnegotiation9 days ago
Lena VanceVance & Co renewalnew12 days ago
Would you sign off this forecast? yes
~20%

of a seller's working week goes into data entry — typing things they already know, into a form built for a database. source

Later

is when the call gets logged, because logging it now means finding the record and filling the form. You will do it twice and then stop.

3 weeks

is the answer people give when you ask how out of date their pipeline is. At three weeks the number is a guess wearing a forecast's clothes.

Every CRM in this category answers that with a better form. We think the form is the problem. If the thing that updates the record is the assistant you are already talking to, the record is updated while you are still walking to the car.

03 · The bill

Six CRM home pages. Zero prices.

We went and looked, in August 2026, at the six CRMs you are most likely weighing against this one. Not one of them prints what it costs on its own front page — and every one of them has a second meter waiting behind the first number. That is not sloppiness. It is what per-seat plus per-credit pricing forces you to do. Every competitor figure below is a published list price taken from the vendor’s own pricing page, checked August 2026.

Advertised → actual
$20 / seat / mo
$100per seat, per month

Forecasting and sequences live on the tier above. HubSpot’s own footnote calls the one-time $1,500 Professional onboarding “required”. source

Advertised → actual
$14 / seat / mo
$24per seat, per month

The headline number is the annual-commitment rate. The same Lite plan month to month is $24 — about 70% more — and LeadBooster, Projects, Campaigns and the rest are separate add-ons. source

Advertised → actual
$19 / seat / mo
$109per seat, per month

The entry plan is capped at one user and 10,000 leads, with workflows switched off. The tier that has the automation is Growth, at $109 month to month, and phone lines and AI credits sit on top. Both figures fall on an annual commitment — $9 and $99. source

Seat price → plus AI
$99 / seat / mo, and then
+$85per month, for AI credits

AI runs on credits. Another 5,000 workspace credits costs $85/mo on monthly billing, and the allowance renews each month on your billing date. source

$15.00 One line, for the whole account. No seat multiplier, no expiring credit pack, no onboarding fee, and no year-long commitment unless you want the discount.$15/mo or $150/yr · yearly is two months free · 14-day free trial · cancel any time See what's in it →

Two things are actually going on in those slips. Per-seat compounds — every hire doesn't add a seat, it adds a seat across every tool you own. And the AI is the upsell: you already bought Claude or ChatGPT, and the CRM is selling it back to you by the credit. We do neither, because we sell neither.

04 · The turn

The tools aren't an integration. They're the product.

Everyone else built a CRM for a mouse and bolted an MCP connector onto the side, so the connector can only reach the parts someone remembered to expose. Here, 32 tools are the whole feature list — and the console reads the same rows through the same data layer.

Pattern A · bolted on
your Claude
MCP connector
CRM built for the browser
  • can't delete anything
  • can't reach custom objects or sensitive properties
  • can't touch workflows or reports
  • one CRM account per AI login

Not a strawman: those four are the documented limits of one major CRM's own shipped Claude connector. source

Parsons CRM · built on
your Claude / ChatGPT
32 MCP tools
you, in a browser
console SPA
one data layer · dal.ts
every row stamped project_id at the chokepoint
  • no privileged path
  • no second-class API
  • nothing the console can do that the agent can't

That asymmetry on the left isn't laziness. It is what happens when the tool layer is a translation of a UI-first product instead of the product itself. Ours went the other way round, which is also why the tool calls cost nothing — there is no separate agent surface to meter.

05 · The loop

One sentence. Five tool calls. Nothing typed twice.

This is the whole daily mechanic. You say what happened; your AI picks the tools. Hover a call to see which part of the sentence produced it.

you · in Claude

"Just got off a call with Dana at Northwind. Good demo, they asked for pricing. Move it to proposal, $18k, and remind me Tuesday."

you · later that week

"What's my weighted forecast on the consulting line this quarter?"

$0.00 Every call on this page is free. tool_calls is metered in the usage registry and has no plan cap — there is no per-call meter to run out of.
tool calls · crmuncapped
search_contacts{ query: "Dana" }→ 1 match · Dana Reyes · score 85
log_activity{ type: "call", contact_id: … }→ logged · today · on the timeline
move_deal_stage{ stage: "proposal" }→ probability follows the stage · 70%
update_deal{ value: 18000 }→ $18,000
create_task{ due_at: "2026-08-25T16:00:00Z" }→ Follow up Dana · Tue
list_pipeline{ business_line: "consulting" }→ open $186,000 · weighted $85,600

Note the last one. The read direction matters as much as the write: your AI can ask the CRM a question mid-conversation and answer you with a real number, because list_pipeline does the Σ(value × stage probability) server-side rather than handing back rows for the model to guess at.

06 · Lead score

A score you can do in your head.

Every contact carries a 0–100 score. Ours is five field checks and arithmetic — flip them and watch the number move. That is the entire model, and being able to reproduce it is the point.

score_lead → 85 clamped 0–100 · recomputed and saved
score_lead { contact_id: "…" }
→ {
  "score": 85,
  "rationale": "a short sentence naming
   which of the five signals it found"

}

So "score this lead and tell me why" has a real answer — not a number you have to take on faith.

Here is the part nobody else will print: this is all it scores. There is no engagement tracking in this codebase — so none of the following exist, and we won't draw them on a landing page to look clever.

opened your proposal 3×visited the pricing pagereplied twice6 days since last touchintent signals"who to call next"

list_tasks orders your follow-ups soonest-due-first and search_contacts ranks matches highest-score-first. That is the real ordering, and it is the one we will describe.

07 · Business lines

Two businesses. One CRM. One forecast.

A consulting deal and a government bid are not the same motion, and forcing them through one pipeline is why most forecasts are fiction. Each business line gets its own stages — up to 12, ordered, each carrying its own probability. Click any deal to advance it and watch both the line and the combined total move.

consultingopen — · weighted —
intro10%
scoped35%
proposal65%
signed90%
govopen — · weighted —
rfi5%
rfp20%
shortlist45%
bafo65%
award85%
Combined open—
Combined weighted forecast—
list_pipeline with no business_line returns the combined figure · create_business_line makes a new one ·

A second pipeline here is one sentence — create_business_line, said out loud to your AI, on the $15 Base plan, with its own ordered stages and its own probabilities. Nothing to upgrade and no second workspace to buy. The default line ships as new → qualified → demo → proposal → negotiation at 10/25/50/70/85; you can leave it or replace it.

08 · The forecast

Σ(value × probability). Nothing more mysterious.

No model, no confidence score you can't audit. Each stage carries a probability; the weighted forecast is the sum of every open deal's value times the probability of the stage it is sitting in. Here it is on the shipped default ladder.

list_pipeline · business_line: generallive
Stageopenweightedopenweighted
new10% · 6 deals$74,000$7,400
qualified25% · 4 deals$96,000$24,000
demo50% · 3 deals$88,000$44,000
proposal70% · 2 deals$61,000$42,700
negotiation85% · 1 deal$34,000$28,900
Open pipeline$353,000
Weighted forecast$147,000

The probability rises every single stage — 10 → 25 → 50 → 70 → 85 — because a forecast where a deal gets less likely as it advances isn't a forecast. move_deal_stage carries the probability with the stage, so nobody has to remember to update a percentage field.

And when one dies: update_deal { status: "lost", loss_reason } → pricetimingincumbent renewedno budget

Win/loss reasons are a first-class field, not a custom property you have to buy a tier to create. Ask your AI why you lost last quarter and it has something real to read.

09 · Day one

Paste the export. It sorts out the rest.

The reason people stay on a CRM they hate is the migration. Here it is one tool — import_contacts — and it is not a dumb loader: every row goes through three gates on the way in.

dedupe

Skips any row whose email already exists in your book — and any row that repeats inside the same batch.

d.reyes@northwind.example
d.reyes@northwind.example — skipped, duplicate
account match

Matches the company name to an existing account, case-insensitively. If there is no match, it creates the account and links the contact.

"northwind retrofit ltd" → Northwind Retrofit Ltd (matched)
"Cedar Labs" → Cedar Labs (created)
score

Every row is scored on the way in using the same five signals, so the book is ranked before you have looked at it once.

Dana Reyes · VP Operations · inbound → 100
T. Alderman · no phone, no title → 40
840
contacts imported
41
duplicates skipped
12
accounts matched
3
accounts created

Two honest numbers to hold onto. import_contacts takes up to 200 rows per call — 840 rows is five calls, and your AI makes them without being asked twice. And the plan holds 50,000 contacts: if your book is bigger than that, ask us to raise the ceiling from the billing console. We would rather you knew that before the import than during it.

10 · For humans

There is a board. Nobody has to talk to a robot.

Chat-first does not mean chat-only. The console at crm.parsons.ai/app has four workspaces, and it reads the same rows your AI writes — there is no sync, no lag and no "connected app" to reconnect.

project: Northwind Consulting ▾ Gov BidsVance & CoPersonal
new2
Cedar Labs pilot$24,000
Harbourline survey$18,000
qualified1
Bellcourt fit-out$46,000
proposal2
Northwind Retrofit$18,000Mark wonMark lost
Alderman Group$52,000
negotiation1
Vance & Co renewal$34,000Mark wonMark lost
NameTitleAccountStatusScore
Dana ReyesVP OperationsNorthwind Retrofitactive85
Marcus BellOwnerBellcourtactive75
Priya NairHead of DeliveryCedar Labslead60
Lena VanceFounderVance & Cocustomer100
AccountContactsOpen dealsOpen value
Northwind Retrofit Ltd31$18,000
Alderman Group21$52,000
Bellcourt11$46,000
Cedar Labs21$24,000
Follow-upContactDue
Send pricing for the retrofitDana ReyesTue 25 Aug
Chase the scoping callPriya NairThu 27 Aug
Renewal paperworkLena VanceMon 31 Aug
contacts
840
open deals
6
open pipeline
$192,000
open follow-ups
3

That bottom strip is crm_stats — the same tool your AI calls when you ask how the quarter is going. The project switcher in the chrome is the other thing worth noticing: projects are unlimited and free, so a consultant with three books or an agency with a client each keeps them completely separate on the same $15.

11 · If you don't have Claude

There is a sales AI in the box.

The whole page so far assumes you already pay for a frontier model. If you don't, the console has a pinned chat with a model picker, running on the Parsons AI Gateway. Same tools, same rows — just our door instead of yours.

Ask your sales AI model ▾
What's open on Northwind and when did we last speak?
get_company → get_timelineNorthwind Retrofit Ltd — 1 open deal, $18,000, in proposal at 70%. Three contacts. Last activity: a call logged today, and a note from the 14th about the overview deck.
Score Dana and tell me why.
score_lead85 — with the rationale naming which signals it found.
"what's my weighted forecast?""who's due a follow-up this week?""open Bellcourt"

Be clear about what this costs

The $15 subscription is the access fee. It is not an AI bundle, and we are not going to pretend it is.

Tokens the built-in chat spends come out of your prepaid wallet, at provider cost × 1.5. You top it up; you set the cap; when the cap is hit it stops. There is no monthly credit allotment to expire, and nothing bills you after the fact.

Drive the CRM from your own Claude or ChatGPT instead and the AI costs you nothing here at all — those tool calls are free and uncapped.

12 · Connect it

One connection. Minted for you at sign-in.

There is nothing to configure and no API key to paste. Sign in, and your Parsons connection is created for you — add it once in Claude or ChatGPT and all 32 CRM actions are reachable through a single parsons_crm tool. That gateway shape is deliberate: MCP clients keep only the first 256 tools a server offers and silently drop the rest, so serving one action-parameterised tool per product is what keeps your whole book in reach. Hover any action to read what it actually does.

Your MCP connection
one connection · minted for you at sign-in

It carries the tools for every Parsons product you have access to, not just the CRM — and it is scoped to the project you are working in, so a client's book never appears in another client's session.

Get yours →

The safety rail. Every destructive tool — delete_contact, delete_company, delete_deal, delete_task — refuses unless it is called with confirm: true. An agent cannot delete your book by misreading a sentence.

Deleting a company keeps its contacts and deals; it just unlinks them. And delete_business_line refuses outright on the default line or on any line that still has deals in it.

Contacts8
Accounts5
Business lines4
Deals8
Activity & tasks6
Stats1
32 actionsHover or tap any one above to read its real description — these are the strings your AI reads off the parsons_crm menu when it decides which to call.
13 · Where this loses

Four things it does not do.

A comparison that only flatters us reads as a lie, and you will find these out in week two anyway. Here they are in week zero.

It does notThe truth, in full
Send email, send texts, or place callsZero reach tools. None of the 32 touch an inbox, a phone or a calendar. Parsons Email and Phone are real, but they are separate products, both in beta, with their own pricing: a US local number is $3.99/mo ($4.99 toll-free), voice is $0.03/minute and outbound SMS is $0.02/segment from the prepaid wallet. That is not included in the $15, and we are not going to draw a sent email on this page.
Watch for stale deals on its ownNo cron, no triggers, no webhooks — nothing in the CRM wakes up without you. If you want a Monday-morning pipeline review, your Claude schedules it in your own AI client, or you wire Parsons Scheduler, which is a separate live product. Any page that shows a CRM chasing your deals overnight is describing the customer's AI, not the CRM.
Export your bookThere is no export tool and no export button. Worse, you can't reconstruct one through the agent either: list_contacts has no cursor or offset, so it reads the newest 100 per call and no further. We are not going to sell you a date for one. If walking out with a CSV on demand is a condition of buying, this is the row that should stop you — and we would rather it stopped you today than in month six.
Behave like a data warehouseSearch is a substring scan across name, email and title. Contacts read newest-first, capped per call. That is completely fine at a thousand contacts and one seller; it is not fine at fifty thousand and a twenty-rep floor. If that is you, we are the wrong shape and you should buy the expensive one.

Also worth saying plainly: there are no sequences, no dialer, no enrichment, no email sync, no territory rules and no per-rep quota reporting. Every one of those is a real reason to buy something else.

14 · The money

What five people costs.

Seats are the whole argument. Drag the slider: five lines climb and one does not, because seats are not our unit — the subscription covers the account, not the head count.

5
Plan · billed monthlyper seatper month
HubSpot Sales Hub Professional+ $1,500 required one-time onboarding · source$100—
Close Growthmonthly rate; phone lines and AI credits extra · source$109—
Attio ProAI is credit-metered on top · source$99—
Pipedrive Premiummonthly rate; annual is $59 · source$79—
folk Premiumper member, monthly · source$60—
Parsons CRM — Baseflat, whole account, every Parsons product, unlimited projects · $150/yr if you pay yearly$0$15

Every competitor row is that vendor’s published list price for month-to-month billing, checked August 2026. Each links to the page it came from. Annual commitments are cheaper at all five — HubSpot $90, Close $99, Attio $79, Pipedrive $59, folk $48, each still per seat, per month — and each locks you in for a year. Ours is $150/yr for the whole account: two months free, no seat multiplier, and the $15 monthly price is unchanged if you skip it.

The honest row. Those products have sequences, dialers, enrichment, email sync and reporting we do not have and are not building this year. If your team needs a dialer, buy Close. If you need marketing attribution, buy the expensive one. This comparison is about what a CRM costs to keep the pipeline current — nothing else. And one caveat that cuts against us: a single seat on a rival’s cheapest annual-commitment tier now lands close to our number — Pipedrive lists Lite at $14 per seat per month on a yearly commitment. That is one seat, one product, one year signed, and $24 if you pay month to month.
agent access · Parsons
Uncapped and free. tool_calls is metered in the registry with no plan cap — there is no row to run out of.
agent access · credit-metered rivals
One vendor sells 5,000 extra AI credits for $85/mo source. Another sells extra credits at $0.010 each — $10 per 1,000 — and says unused credits expire at the end of each usage period source.
why we can do that
The AI is yours. We aren't reselling inference on your tool calls, so there is nothing for us to meter.
15 · The price

$15. That's the whole menu.

Monthly or yearly — yearly is exactly two months free, and nothing else about the plan changes. No per-seat multiplier, no enterprise tier to be routed into, no free tier. For the CRM, exactly one number is worth memorising: 50,000 contacts.

Base
$15 / month
or $150 / year — two months free
crm_contacts ceiling50,000
  • 50,000 contacts — accounts, deals, activities and follow-ups are not separately capped
  • All 32 MCP tools, and every tool call is free and uncapped
  • Business lines are not capped — each carries up to 12 ordered stages with their own probabilities
  • The console — Pipeline, Contacts, Accounts, Tasks — plus the built-in sales chat
  • Every other Parsons product on the same $15 — one subscription covers them all
Start your 14-day trial
How the ceiling actually behaves — because this is where CRMs usually get you. Contacts are counted across every project your account owns, so spinning up more projects does not multiply the allowance. When you reach the ceiling the next write stops and points you at the billing console, where you can ask us to raise it. It does not quietly let you through and bill an overage: crm_contacts is metered into the usage registry classified free — recorded, never charged. There is no invoice you haven't already seen.
13

products, one subscription

The same $15 covers every live Parsons product — CRM, Money, Tracker, Journal, Auth, the MCP Hub, Scheduler and the rest. One login, one bill.

∞

projects, at no extra cost

A project per business, or one for work and one for personal. Separate data, separate members, separate spend caps, at no extra cost — the subscription covers the account, not the workspace count. (Contacts are pooled account-wide — see above.)

14

days, free, then $15

The trial is a real subscription with the first 14 days free, on your first subscription only. Checkout collects a card. Cancel any time before it renews and you are not charged.

"Is a CRM worth $15 a month?"

That is the right question to ask, so here is the arithmetic rather than an adjective. $15 is roughly a quarter of what one seat of the cheapest CRM on that slider costs — and a seat is where their bill starts, not where it ends. What you are weighing is one seat of one product against a whole account, thirteen products and every project you care to make.

What one rival CRM costs
Two people on folk Premium is $120/mo. Two on Attio Pro is $198 before AI credits. Two on Close Growth is $218. Base is $15 for the account, and the second person is free.
The fees that never appear
No per-seat charge, no per-workspace charge, no onboarding fee, no expiring credit pack, no invoice surprises. A consultant running three separate books pays the same $15 as one running a single book — projects are unlimited and free.
Consumption is prepaid and capped
The things that genuinely cost money — AI tokens, voice minutes, phone numbers — are separate, printed, drawn from a wallet you top up and cap yourself — at roughly wholesale-plus-half, so going past an included amount is welcome rather than punished. The subscription buys access; it is not a low number hiding a meter.

And if you want it cheaper still, yearly is $150 — two months free — with the same cancel-any-time monthly price waiting if you would rather not commit. The CRM's own usage is the clearest example of the shape: we count your contacts, and we chose not to bill them. The ceiling is a stop you can ask us to raise, not a surprise line item.

$15/mo or $150/yr · yearly is two months free
14-day free trial on your first subscription · card collected at checkout · cancel any time
no per-seat pricing · no enterprise tier · no free tier

16 · Straight answers

The questions you were going to email us.

Do I need Claude or ChatGPT to use this?

No. There is a full four-workspace console and a sales chat built in. But the CRM is at its best when your own AI drives it — that is what it was designed around, and those tool calls are free and uncapped.

Does the AI cost extra?

Tool calls from your own Claude or ChatGPT to the CRM: never. tool_calls is metered in the usage registry with no plan cap. The built-in sales chat is different — it draws on prepaid wallet credit at provider cost × 1.5, and you set the cap.

What happens when I hit 50,000 contacts?

The next write stops, and the billing console has an ask-us-to-raise-it path if your book is genuinely that big. No overage bill, ever. One thing to know: contacts are counted across every project your account owns, not per project, so extra projects don't multiply the allowance.

Is there a free plan?

No. There is a 14-day free trial on your first subscription, then $15/mo — or $150/yr if you would rather pay yearly, which is two months free. Checkout collects a card so the subscription can continue if you keep it — cancel any time before it renews and you are not charged. Cancelling and resubscribing later does not start a second trial.

Can I get my data out?

Not today. There is no export tool and no export button, and because list_contacts has no cursor, your agent can't page through the whole book to build one either. We are not going to promise you a date — we would rather tell you now than have you find out at the wrong moment. You can delete everything for real: purging a project wipes its rows.

Can it send the follow-up email it just booked?

No. The CRM has no reach tools at all. Parsons Email and Phone are separate products, both in beta, with their own pricing — $3.99/mo for a US local number, $0.03/voice minute, $0.02 per outbound SMS segment.

Can it chase deals that have gone quiet, by itself?

Not by itself — it has no cron, no triggers and no webhooks. Ask your Claude to review the pipeline and it will, and your AI client can put that on a schedule. Parsons Scheduler (a separate live product, same subscription) can also drive it.

I run two businesses. Do I pay twice?

No. Separate projects, separate data, separate members and spend caps, same $15. Projects are unlimited and free. The one caveat is the contact ceiling, which is pooled across the account rather than per project.

Can my AI delete something by mistake?

Not by misreading you. Every destructive tool refuses unless it is called with confirm: true, which is a deliberate second step after you say yes. Deleting an account keeps its contacts and deals and only unlinks them.

Say what happened. The rest is already done.

$15/mo, or $150/yr for two months free. No seats, no expiring AI credits, no overage bill. 14-day free trial, card collected at checkout, cancel any time.

contactsDana ReyesVP Operations · score 85search_contacts
activitiesCall · todaytype: "call"log_activity
dealsNorthwind Retrofitproposal · 70% · $18,000move_deal_stage
tasksFollow up Danadue Tue 25 Augcreate_task