Vellor — your CRM is now a Claude connector
Your CRM is now a Claude connector.
A CRM that lives in your chat. Add one URL to Claude or ChatGPT. That's the install.
https://vellor.app/mcp✓ Connected · 13 tools available
what should I do today?
Here's your briefing — pulled from Vellor:
- • Sarah Chen · Acme Corp · 14d quiet
- • Marcus Webb · Helio Labs · 9d quiet
- • Helio Labs proposal · 11 days in stage
- • R. Okafor · 32d · "intro Q2"
- • J. Liang · 38d · "proposal — pending"
- • A. Sato · 41d · "cold; revisit June"
⏎type a message
no credit card · cancel any time · MIT licensed core
https://vellor.app/mcp✓ Connected · 13 tools available
what should I do today?
Here's your briefing — pulled from Vellor:
- • Sarah Chen · Acme Corp · 14d quiet
- • Marcus Webb · Helio Labs · 9d quiet
- • Helio Labs proposal · 11 days in stage
- • R. Okafor · 32d · "intro Q2"
- • J. Liang · 38d · "proposal — pending"
- • A. Sato · 41d · "cold; revisit June"
⏎type a message
Vellor has no UI of its own. It runs as an MCP server. Your chat is the interface.
Tools accept one-sentence input. "Log a call with Sarah at Acme, she's interested in proposal next week."
Day-1 CSV/JSON export. Cancel any time and your data is yours.
Four steps. About 60 seconds.
PASTE
Paste a URL into Claude → Settings → Connectors.https://vellor.app/mcp
SAY HI
"Sign me up for the CRM with my email."
A token is minted.
AUTH
Paste the token into Claude. Done.
USE IT
"Who haven't I talked to in 30 days?"
Eight tools. Every tool fits on one screen.
| Tool | What it does | Example prompt |
|---|---|---|
contact.create | New contact with tags + notes | "Add Sarah Chen at Acme, hot lead, tag VC" |
deal.move_stage | Slide a deal through the pipeline | "Move the Helio deal to proposal" |
activity.log | Note a call, email, or meeting | "Logged a 30-min call with Sarah, sending proposal Thu" |
reminder.create | The don't-forget engine | "Remind me to follow up with Marcus Friday" |
brief.today | Today's CRM briefing | "What should I do today?" |
brief.week | Weekly 5-slide deck (inline) | "Show me last week's pipeline report" |
account.export | Full CSV + JSON dump | "Export everything to CSV" |
contact.import_csv | Idempotent bulk import | "Import this CSV: [pastes]" |
At 9am, your CRM tells you what to do.
(Most CRMs make you ask.)
- • Sarah ChenAcme Corp14d quietPROPOSAL
- • Marcus WebbHelio Labs9d quietQUALIFIED
- • Priya AnandNorth & Co.7d quietLEAD
- • Helio Labs proposalproposal · 11d$24,000
- • Acme Corpqualified · 13d$12,500
- • R. Okafor32dtag: intro
- • J. Liang38dtag: proposal-pending
- • A. Sato41dtag: cold
- • T. Khoury44dtag: re-engage-q3
flat · 30-day free trial · no card
no per-seat fees · no tiers · no upsell · cancel any time
Three things you're probably thinking.
Why not just use Notion + Claude with the Notion MCP?
A.
Notion doesn't know it's a CRM. Vellor does — that's why it can wake up on Monday and tell you which 3 deals are slipping. A blank database can't do that.
I don't trust a third-party MCP server with my customer data.
A.
Day-one CSV export. No lock-in. Encryption at rest. Audit log on every mutation. Easier to leave than to stay — that's the deal.
I already pay for HubSpot.
A.
Great — keep it. Most solo operators put 4 of their 20 deals in a CRM. We're for the other 16.
no drip campaigns · no lead scoring · no custom pipelines · no role-based permissions · no helpdesk · no web app