PWD Accelo MCP

Accelo CRM integration for Claude Desktop

Connected

This MCP server connects to PWD's Accelo deployment and exposes CRM tools to Claude Desktop. Each staff member authenticates with their own Accelo credentials, so tool calls respect their individual permissions.

Setup for Claude Desktop

Add the following to your Claude Desktop MCP configuration:

{ "mcpServers": { "accelo": { "url": "https://accelo.pwd.com.au/mcp" } } }

Available Tools

Companies: search_companies, get_company
Contacts: list_contacts, get_contact
Activities: get_activities, create_activity
Tasks: list_tasks, create_task
Tickets: list_issues, create_issue
Projects: list_jobs
Contracts: list_contracts
Staff: get_staff, whoami
Calls: search_calls, get_call, list_recordings, get_transcript
Sentiment: search_sentiment, sentiment_summary
Emails: list_emails

Permissions

All actions use your own Accelo access level. Account managers can access client data but cannot change settings. The owner has full admin access. Accelo enforces these permissions server-side.

PWD Accelo MCP · Powered by FastMCP · Per-user OAuth via Accelo