Call Notes to CRM Sync

Name: Call Notes to CRM Sync
Availability: InStock
Author: Kata Team

Writes the CRM note after a call — what was agreed, what wasn't, and where each came from.

Requires external credentials

After connecting, this agent asks for your own API keys for third-party services to work. Only provide keys you trust this agent with — review its setup before connecting any account.

Works with

Claude (web & desktop)ChatGPT (Plus / Pro)CursorVS Code (Copilot)Claude CodeGemini CLIWindsurfClineContinueZedLM StudioGooseJetBrains AI AssistantWarpPostmanand more

Before you connect: what this agent would do

A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it on the hosted connection.

Tools it can use (5)

get_callRead-only
Fetch a call's participants, duration, and associated CRM records.
Reaches: api.gong.io
Uses your Gong API credential.
get_call_transcriptCan change data
Fetch a call's transcript with speaker attribution and timestamps.
Reaches: api.gong.io
Uses your Gong API credential.
get_dealRead-only
Fetch the deal record as the CRM currently holds it, to find contradictions with the call.
Reaches: api.hubapi.com
Uses your HubSpot private app token.
create_deal_noteCan change data
Write the structured call summary to the deal as a note, with citations to the call.
Reaches: api.hubapi.com
Uses your HubSpot private app token.
update_deal_next_stepCan change data
Update only the next-step fields on a deal. Never touches stage, amount, close date, or owner.
Reaches: api.hubapi.com
Uses your HubSpot private app token.

Credentials it will ask for (2)

Gong API credential
Only ever sent to: api.gong.io
Format: Paste the Base64 encoding of “id:token” (e.g. your email and API token joined by a colon), not the raw token. Many tools show this ready-made as your “Basic auth” value.
HubSpot private app token
Only ever sent to: api.hubapi.com

Safety rails that guard it

Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
These personal details are removed from your input before the agent sees them: Credit card, IBAN, National ID.
These personal details are stripped from the agent’s results before you see them: Email, Phone.
A request larger than 200,000 characters is rejected before it runs.
get_callRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
get_dealRate limited to 300/hour.Safe to retry automatically if a run is interrupted.
create_deal_noteRate limited to 120/hour.
get_call_transcriptRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
update_deal_next_stepRate limited to 120/hour.Safe to retry automatically if a run is interrupted.

How FindAgent keeps agents safe

Run locally

This MCP server runs on your own machine — FindAgent only points you at it. Run the command below, then add it to your MCP client. Nothing is hosted or proxied on our side.

terminal

npx -y @findagent/mcp run

Add it to your MCP client

Paste this into your client config (e.g. claude_desktop_config.json or a Cursor mcp.json), then restart the client.

mcp client config

{
  "mcpServers": {
    "call-notes-to-crm-sync": {
      "command": "npx",
      "args": [
        "-y",
        "@findagent/mcp",
        "run"
      ]
    }
  }
}

What you'll need — and where to get it

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

Gong API credential
Base64 of 'ACCESS_KEY:ACCESS_KEY_SECRET' — encode it yourself before pasting; the runtime only adds the Basic prefix. Create the pair under Company Settings > API.
Get this from gong.io's account or API settings.
Paste the value as a single line.
Only sent to: api.gong.io
HubSpot private app token
A HubSpot private app access token with crm.objects.deals read and write and crm.objects.notes write. Deal stage and amount are never written by this agent, but HubSpot scopes are object-level — the restraint is enforced by the manifest, not the token.
Get this from hubapi.com's account or API settings.
Paste the value as a single line.
Only sent to: api.hubapi.com

Requirements

This server requires authentication — see the description for how to get a key.

Kata Team

Free

Call Notes to CRM Sync

Before you connect: what this agent would do

Tools it can use (5)

Credentials it will ask for (2)

Safety rails that guard it

Run locally

Add it to your MCP client

What you'll need — and where to get it

Requirements

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