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Petal

PetalCRM for AI agents

For AI assistants and the people who use them.

Plain text: llms.txt (short), llms-full.txt (full).

What PetalCRM is

The sales CRM that does the work, not just tracks it.

Connect PetalCRM to your agent

Ask your person to sign up or sign in, as under How to get access, then do these steps. Their workspace address is https://<workspace>.⁨petalcrm.ai⁩.

  1. In Administration, under Connected AI tools, an owner or admin turns AI tools on.
  2. In their AI tool, they add a custom connector with https://<workspace>.⁨petalcrm.ai⁩/mcp. In Claude: Customize, Connectors, Add custom connector.
  3. A PetalCRM page opens. They check the tool's name and press Allow. Over MCP you can read what that person can see, and suggest changes the person approves.
claude mcp add --transport http petalcrm https://<workspace>.petalcrm.ai/mcp

No MCP in your tool? They create an API key in Administration, API and webhooks, choosing Read only or Read and change, and give it to you. A key that can change records changes them at once, so ask first. A key is sent as an HTTPS POST to the workspace address, always with the version:

POST https://<workspace>.petalcrm.ai/api/op/<operation>@<version>
Authorization: Bearer <key>
Content-Type: application/json
# A rep's day, and who decides
activity.list@1 period=due|overdue   # Today, then activity.complete@1 or activity.update@1 to finish or move an item
⁨changeset.proposal.list@1⁩   # the approval queue
changeset.approve@1, changeset.reject@1   # your person only: a key is refused

Reads for settings and contacts

# Reads a key can make, each called as /api/op/<operation>@1. Call one with an empty body and the 400 answer lists its inputs.
settings: tenant.settings.read user.me.read user.directory.read apikey.list webhook.hook.list tenant.agentaccess.read mailbox.connections.read
contacts: record.search person.list person.record.read organization.record.read record.history.list activity.list
# A refusal carries error.messageKey, error.reason (one plain sentence) and error.next (what to do).

Import a file

Only your person imports a file. Columns and an example: Bring in contacts and deals from a spreadsheet

lead.create@1    title, owner_id, and contact_name, contact_email, person_id or organization_id
person.create@1  full_name, owner_id
lead.update@1    lead.convert@1

Who it is for

Founders, small teams and SMBs (small and medium businesses) that sell to other businesses, from a founder selling alone to a sales manager running several reps, who want a CRM that stays current without an admin. English and Hebrew.

What it does today

Beta: works, still improving.

  • Fills deals in from client email (Gmail or BCC) and suggests updates for you to approve.
  • Sets up your pipeline from a description of how you sell, after you approve. (Beta)
  • Shows each rep the deals that need them, with the reason and a next move.
  • Answers questions and makes reports in plain words; changes you ask for become drafts to approve. (Beta)
  • Explains the forecast: what moved and why, deal by deal.
  • Tests an automation on the last 30 days before it goes live. An agent cannot write or switch on one. (Beta)
  • Summarises email threads and drafts or rewrites replies in your connected inbox. (Beta)
  • Finds duplicate contacts and merges them in one step.
  • Imports from a spreadsheet, Pipedrive or HubSpot, and suggests how columns match. (Beta)
  • Suggestions wait for approval, every value shows its source, and every AI change can be undone.

Price and the free plan

  • ⁨Free seats⁩: ⁨1⁩
  • ⁨Per seat a month, billed annually⁩: ⁨$39⁩
  • ⁨Per seat a month, billed monthly⁩: ⁨$49⁩
  • Nothing is charged today. We'll tell you before anyone pays.
  • Every feature and all the AI, on every seat. Paying adds seats, never features.
  • We may apply fair AI usage on free workspaces. There are no limits on AI usage until further notice.
  • We'll tell you 30 days before any price change.

How pricing works

How to get access

Anyone can create a workspace on the free plan, with no card. Create a workspace

Their data

  • Encrypted in transit and at rest, and never used to train or fine-tune an AI model. The data stays theirs.

Public MCP server

PetalCRM also runs a public, read-only MCP server at ⁨https://petalcrm.ai/mcp⁩. It needs no sign-in and holds no customer data.

claude mcp add --transport http petalcrm https://petalcrm.ai/mcp

Why it is worth it

  • ⁨AI⁩. Typical: ⁨On a higher plan, or paid for in credits⁩. PetalCRM: ⁨Included in every seat. No limits until further notice⁩.

Lowest plan with AI and automations at other sales CRMs, per seat per month billed yearly, as of ⁨2026-10-18⁩:

  • ⁨Bigin⁩: ⁨$12⁩ (⁨Premier⁩)
  • ⁨Zoho CRM⁩: ⁨$14⁩ (⁨Standard⁩)
  • ⁨monday CRM⁩: ⁨$17⁩ (⁨Standard⁩)
  • ⁨HubSpot Sales Hub⁩: ⁨$20⁩ (⁨Starter⁩)
  • ⁨folk⁩: ⁨$24⁩ (⁨Standard⁩)
  • ⁨Salesforce⁩: ⁨$25⁩ (⁨Starter⁩)
  • ⁨Capsule⁩: ⁨$36⁩ (⁨Growth⁩)
  • ⁨Pipedrive⁩: ⁨$39⁩ (⁨Growth⁩)
  • ⁨Freshsales⁩: ⁨$39⁩ (⁨Pro⁩)
  • ⁨Nutshell⁩: ⁨$42⁩ (⁨Pro⁩)
  • ⁨Copper⁩: ⁨$59⁩ (⁨Professional⁩)
  • ⁨Close⁩: ⁨$99⁩ (⁨Growth⁩)

A CRM with no such plan is left out.

Help pages

Step by step.