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Liteo

Claude connectorCommunity

Work in your Liteo CRM from Claude. Find customers, update deals, draft quotes and invoices, and see where equipment is installed and when…

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Tools
76

exposed by this connector

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#3969of 4,13789places down24h—7d
#3,872#3,899#3,926#3,953Sep 6Sep 12Sep 18Sep 24Sep 30Oct 5

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1,000Sep 6Sep 12Sep 18Sep 24Sep 30Oct 5

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Sales and marketing1,027th of 1,049 by popularity · not ranked by trending score
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Productivity2,194th of 2,254 by popularity · not ranked by trending score
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Liteo is a CRM you can run without a specialist. It holds your contacts, businesses, deals, quotes and invoices, and the equipment installed at each customer's sites.

This connector lets Claude read and update your Liteo workspace with your permissions. Ask for a customer, an open quote, or where a unit is installed. Claude can log a service visit, add a note, set a follow-up, or start a draft quote from a deal's lines.

What Claude can do:

  • Search and read contacts, businesses, deals, tasks, notes, and your product catalog.
  • Create and update contacts, businesses, deals, deal lines, and tasks, and add notes.
  • Add and update customer sites, locations, and installed products, and see when each is due for service.
  • Record service visits. Service dates roll forward and the next reminder is scheduled.
  • Start draft quotes and draft invoices.
  • Build automations and lead forms, if you're a workspace admin.

What stays in Liteo:

  • Sending a quote or invoice, recording a payment, and voiding anything.
  • Deleting a contact, business, or deal.
  • Putting a lead form live and setting up webhooks.

Archiving a site, removing an installed product, or deleting an automation or form needs an explicit confirmation on the call.

When you connect, you sign in to Liteo and pick the workspace. Every call runs as you, with your role. You can disconnect anytime in Liteo under Settings, Integrations, For developers.

Tools

  • add_contact_tag
  • add_deal_line_item
  • add_installed_product
  • add_invoice_line
  • archive_site
  • create_automation
  • create_business
  • create_contact
  • create_deal
  • create_form
  • create_invoice_draft
  • create_location
  • create_note
  • create_product
  • create_quote
  • create_site
  • create_task
  • deactivate_form
Show all 76
  • delete_automation
  • delete_form
  • describe_automation_options
  • find_product_locations
  • get_automation
  • get_business
  • get_contact
  • get_deal
  • get_form
  • get_installed_product
  • get_invoice
  • get_location
  • get_product
  • get_quote
  • get_site
  • get_workspace
  • list_automation_runs
  • list_automations
  • list_businesses
  • list_contacts
  • list_custom_fields
  • list_deals
  • list_form_submissions
  • list_forms
  • list_invoices
  • list_locations
  • list_members
  • list_notes
  • list_pipelines
  • list_products
  • list_quotes
  • list_service_history
  • list_sites
  • list_tags
  • list_tasks
  • record_service_visit
  • remove_contact_tag
  • remove_deal_line_item
  • remove_installed_product
  • remove_invoice_line
  • reorder_automations
  • restore_installed_product
  • restore_site
  • search_crm
  • set_automation_enabled
  • set_product_archived
  • update_automation
  • update_business
  • update_contact
  • update_deal
  • update_deal_line_item
  • update_form
  • update_installed_product
  • update_invoice_line
  • update_location
  • update_product
  • update_site
  • update_task
Categories
Made by
Liteo · Website
Sign-in
Required
Connector URL
https://app.liteo.io/api/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
September 23, 2026
More info