Real estate CRM MCPs

A CRM MCP lets Claude or ChatGPT read your contacts and pipeline, then add notes, deals and tasks. Today GoHighLevel, Rechat and Goliath have official servers.

What can an AI do through a CRM MCP?

  • Find records. "Who did we talk to about Oak Street last month?"
  • Summarize. "What's the status of every deal in contract?"
  • Write. Add a note, create a contact or deal, set a task, move a stage.
  • Message. Some CRMs draft or send a text or email through their own phone and email. See calling and texting MCPs.

GoHighLevel (official)

HighLevel runs an official, hosted MCP server. It covers contacts, conversations, opportunities (deals) and calendars.

More on our GoHighLevel review.

Rechat

Rechat, a CRM and marketing platform for agents and brokerages, has an official Claude and ChatGPT connection. It covers contacts, marketing and deals, with broader access by waitlist as of November 2026.

Follow Up Boss: a hosted third-party server, plus community ones

Follow Up Boss doesn't publish its own MCP server. You have two routes.

  • Follow Up Ace runs a hosted Follow Up Boss MCP. Add it as a connector in Claude or ChatGPT and sign in with your email and a code. It's included in Ace Pro at $55 a seat a month, on top of Follow Up Boss.
  • Community servers are free code you run with your own API key. One exposes about 160 tools across contacts, deals, tasks and action plans.

Goliath

Goliath is an investor CRM with the CRM and data in one MCP connection. The AI can create contacts and deals, add notes, set tasks, find stalled deals and build call lists.

Read vs. write: what each one can do

GoHighLevel Rechat Follow Up Boss (Follow Up Ace or community) Goliath
Read contacts Yes Yes Yes Yes
Create and update contacts Yes Check Yes Yes
Deals / opportunities Yes Yes Yes Yes
Tasks Check Check Yes Yes
Notes Check Check Yes Yes
Texts and emails Conversations Marketing Emails Texts (admin-enabled) and emails
Call lists and call logs No No No Yes
Property data and owner lookup No No No Yes
Seller signals No No No Yes
Official Yes Yes No Yes

"Check" means the vendor's docs aren't clear. Test it on your account first.

A prompt that writes to the CRM in Goliath:

"Create a deal for 412 Elm Street with the owner as the seller, in the Offer Made stage."

Permissions: who controls what

A CRM MCP changes real records. Limit what it can touch.

  • It sees only what you see. Good servers act with your own permissions.
  • Pick read or write at sign-in. In Goliath, you choose "look things up" or a level that can make changes.
  • Messages need extra steps. Goliath keeps AI texting off until an org admin turns it on.
  • You can cut it off. Each connection gets its own key.

Keeping one record per owner

With several tools, a seller's name and number end up in your list tool, skip-trace vendor, CRM and dialer. That's the hidden cost.

One system means one record and one opt-out. Compare both approaches on the cost page, or see the follow-up workflow.

Questions

Can I connect two CRMs to the same AI? Yes, but expect duplicates and confusion, so pick one system of record.

Does the AI change things without asking? Claude and ChatGPT show each data change before it runs, so read before you approve.

Is there a free CRM MCP? Community Follow Up Boss servers are free code, but you still pay for Follow Up Boss. Follow Up Ace adds $55 per seat a month, and every official CRM MCP needs the vendor's plan.

Sources

  1. marketplace.gohighlevel.com/docs/other/mcp
  2. gohighlevel.com/pricing
  3. usecarly.com/blog/gohighlevel-mcp
  4. help.rechat.com/appendix/integrations/connect-rechat-to-your-ai-assistant
  5. github.com/mindwear-capitian/followupboss-mcp-server
  6. github.com/theperrygroup/Follow-Up-Boss-MCP
  7. followupboss.com/pricing
  8. goliathdata.com/pricing