MCP Protocol — Open Standard

Connect AI to Your
Bitrix24 CRM

Query, analyze, and update your CRM data using natural language. 54 tools that connect Claude, ChatGPT or any MCP client directly to Bitrix24.

How it Works Features
Works with any MCP-compatible client
Bitrix24
MCP Protocol
Claude ChatGPT Any MCP Client
54
MCP Tools
4
Languages
OAuth 2.1
Authentication
<3s
Avg. Response
Capabilities

54 Tools for Your CRM

From quick counts to full analytics and workflow automation — everything you need in natural language.

CRM Query

List, search, count and discover leads, deals, contacts, companies and SPAs with powerful filtering and cross-entity search.

8 tools

Analytics & Insights

Funnel analysis, stage distribution, timeline trends, conversion rates, and per-assignee breakdowns.

2 tools

CRM Actions

Update items, run business workflows, add timeline comments and follow-ups — always with confirmation.

5 tools

Activity Monitoring

Track calls, emails, meetings and tasks per user. Response times, hourly patterns, reach analysis and auto-generated insights.

2 tools
★ NEW

Tasks View

List, inspect and explore tasks with rich filters: assignee, deadline, CRM link, time tracking and Kanban context.

6 tools
★ NEW

Tasks Analytics

What's pending, what's stuck, what's overdue, productivity metrics. The differentiator: bottleneck detection no competitor exposes.

6 tools
★ NEW

Manage Tasks

State transitions, checklist, time entries, Kanban moves, internal chat. The complete Tasks Suite in natural language.

24 tools

Identity

Verify the current user. Foundation for delegation and self-service operations.

1 tools
Full Toolkit

Every Tool at a Glance

54 specialized tools organized by function — from data access to workflow automation.

Data & Discovery 8
list_items List
Browse leads, deals, contacts, companies and SPAs with filters. Supports custom fields (extra_fields) with automatic enum label resolution.
count_items Count
Instant totals for any entity — "how many open deals?" including leads, contacts, companies and SPAs.
search_crm Search
Search by name across leads, deals, contacts, companies and custom entities in a single query.
list_stages Resolve
View all pipeline stages with IDs for leads, deals, invoices and custom entities. Required before filtering by status.
list_entities Resolve
Discover custom entities (SPAs) and their IDs. Essential when your CRM has custom pipelines.
list_fields Resolve
Discover all fields (standard and custom) for any entity. Search by title or enum option values. Required before using extra_fields in other tools.
list_users Resolve
List your team with names, emails and IDs. Needed to filter by assignee or monitor a rep.
list_companies Resolve
List companies in the CRM with industry info. Map a company name to its ID for filtering.
Analytics 2
get_analytics Analyze
Funnel, conversion rates, stage breakdown and per-rep stats. Supports grouping by custom fields (extra_fields) for any entity.
monitor_activities Analyze
Track a rep's calls, emails, meetings and tasks. Response times, hourly patterns and productivity metrics.
Actions & Workflows 5
update_item Write
Edit any field on leads, deals, contacts, companies or SPAs. Stage, assignee, amount — always confirms first. Leaves audit signature in timeline.
start_workflow Execute
Launch a business process on any entity — leads, deals, contacts or SPAs. Always confirms before executing. Leaves audit signature in timeline.
list_workflow_templates List
See available workflows for any entity type, including custom SPAs. Shows parameters and execution mode.
add_comment Write
Add a comment to the timeline of any CRM entity with optional file attachments. Supports BB-code formatting. Leaves audit signature.
add_todo Write
Create a follow-up activity with deadline, reminders and optional files on any CRM entity. Leaves audit signature in timeline.
Communications 2
open_channels Monitor
Monitor Open Lines chats (WhatsApp, Telegram, etc.). See pending chats, operator load, wait times and chat details.
crm_chat Search
Find the Open Lines chat for a specific lead, deal, contact or company. Returns recent messages for conversation analysis.
View & Read 6
list_tasks List
List Bitrix24 tasks with filters: assignee, status, deadline, priority, CRM link. Time tracking, overdue flags and progress vs estimate built in.
get_task List
Full detail of a task by ID: checklist with progress, available actions (start/pause/approve/...), parsed description, time tracking and CRM links.
list_tasks_in_stage List
List tasks sitting in a specific Kanban column. Enriched (status, time tracking, CRM links, overdue flag) + insights: count overdue, by responsible. Manager-friendly: 'show me what's in Doing'.
list_task_stages Resolve
List Kanban stages of My Planner (personal columns) or a workgroup's task board. Each stage exposes system_type (NEW/PROGRESS/WORK/REVIEW/FINISH) to identify its role.
get_task_chat List
Read recent messages from a task's internal chat thread (Slack-like). Includes system messages (status changes, time tracking) auto-generated by Bitrix and human messages.
list_task_time List
List time entries logged on a task. Returns enriched data with user resolution + totals by user and overall.
Analytics & Insights 6
pending_by_stage Analyze
Aggregated overview of pending tasks per Kanban column for the user's Planning or a workgroup. Single call replaces orchestrating list_task_stages + N list_tasks_in_stage. Answers 'what's pending in my planning / in group X?'.
tasks_blocked_summary Analyze
Bottleneck analysis: tasks stagnant in each Kanban column for >N days (no CHANGED_DATE activity). Parallel queries per stage. Answers 'where is work piling up?'.
my_active_tasks Analyze
Snapshot of what's on a user's plate: tasks grouped by urgency (overdue/today/this week/in progress) plus Bitrix native counters.
task_metrics Analyze
Productivity metrics for a user over a date range: created/completed/overdue counts, completion rate, deadline hit rate, avg time-to-complete and distributions by status/priority/day.
list_unread_task_comments Analyze
Aggregate overview of tasks with unread comments for a user. Replies questions like 'what do I have pending to read?' with recent messages per task + native Bitrix counters.
get_task_history Analyze
Audit log of a task: every change (status, deadline, assignee, comments, checklist items, time tracked) with who did it and when. Filter by event type. Reply 'what happened with this task?'
State Transitions 11
create_task Write
Create a Bitrix24 task with CRM link, deadline, priority, accomplices, auditors, task control, time estimate. Returns the enriched task.
update_task Write
Update general task fields (title, description, deadline, priority, responsible, CRM link...). Use dedicated transitions for status changes.
complete_task Write
Mark a task as completed. Supports result text. Auto-detects task control: routes to awaiting_control instead of completed if review is required.
start_task Write
Start task execution (status -> in_progress, starts timer). From waiting only.
pause_task Write
Pause task execution (status -> waiting, stops timer).
defer_task Write
Defer a task (status -> postponed). Reactivate later with renew_task.
renew_task Write
Reopen a completed or postponed task (status -> waiting).
delegate_task Write
Delegate a task to another user. Triggers notification and 'delegated' history entry (unlike silent update_task).
approve_task Write
Approve assignee's work (awaiting_control -> completed). Only works for tasks with task_control=Y after the assignee called complete.
disapprove_task Write
Reject assignee's work (awaiting_control -> in_progress). Sends the task back for revision.
bulk_transition_tasks Write
Apply the same state transition (complete/start/pause/defer/renew) to up to 50 tasks in a single batch HTTP call. Returns aggregate counts + per-task error map. Massive token savings vs calling the individual tool N times.
Checklist Items 5
add_task_checklist_item Write
Add an item to a task's checklist. Supports nested sub-items via parent_id and important flag.
complete_task_checklist_item Write
Mark a checklist item as done. Reverse with renew_task_checklist_item.
renew_task_checklist_item Write
Uncheck a completed checklist item (back to pending).
update_task_checklist_item Write
Rename a checklist item or toggle its important flag.
delete_task_checklist_item Write
Delete a checklist item permanently. Sub-items get deleted too.
Time Tracking 3
add_task_time Write
Log time worked on a task. Accepts flexible input (seconds/minutes/hours). Optional comment and on-behalf-of user.
update_task_time Write
Edit an existing time entry — correct the duration or comment of a previously logged time record.
delete_task_time Write
Delete a time entry permanently. Use update_task_time to correct without losing history.
Kanban & Chat 5
send_task_chat_message Write
Post a message to a task's internal chat. BB-code supported for bold, links and user mentions.
move_task_to_stage Write
Move a task between Kanban columns. Optional relative positioning via before/after. Requires permissions on destination group. Leaves MCP audit trail.
bulk_move_tasks Write
Move up to 50 tasks to the same stage in a single batch HTTP call. Reports per-task success/failure. Audit trail off by default (would spam N chats).
watch_task Write
Subscribe to a task's notifications without being responsible (informal observer). Equivalent to GitHub's 'watch'.
unwatch_task Write
Unsubscribe from a task's notifications. Personal opt-out, does not affect other users.
Current User 1
get_current_user Identity
"Who am I?" — returns your name, email and user ID from Bitrix24.
Quick Setup

Ready in 2 Minutes

Install the app on Bitrix24, get your token, and add the MCP server config to your AI client.

  • Works with Claude Desktop, Claude Code, and claude.ai
  • ChatGPT with automatic OAuth flow
  • Any MCP client via Streamable HTTP
  • OAuth 2.1 auto-discovery for web clients
MCP Bitrix24 CRM
U
How many deals did we close this month?
AI
This month you closed 32 deals. Here's the breakdown:
Won 24
Lost 8
Conversion 75%
U
What's pending in my Planning?
AI
47 pending tasks across 4 active columns:
Pending 38
Doing 8
Urgent 1
U
What's stuck for more than 7 days?
AI
Analyzing bottlenecks...
Getting Started

Three Steps to Connect

Install the app, get your token, and start asking questions in natural language.

1

Install the App

Add the MCP Bitrix24 app from the Bitrix24 Marketplace. It creates a menu entry in your CRM automatically.

2

Get Your Token

Open the app in your Bitrix24 sidebar. You'll see your unique MCP token and the server URL.

3

Connect Your AI

Add the server config to Claude, ChatGPT or any MCP client. Start querying your CRM with natural language.

Security

Enterprise-Grade Security

Your data stays safe with industry-standard authentication and encryption.

OAuth 2.1

Full OAuth 2.1 compliance with authorization code flow and dynamic client registration.

PKCE S256

Proof Key for Code Exchange prevents authorization code interception attacks.

Encrypted Tokens

384-bit entropy tokens with proactive refresh. Your credentials never leave your CRM.

Multi-Tenant

Complete isolation between Bitrix24 instances. Each user has their own token and permissions.

USE CASES

Solve Real Problems in Natural Language

From bottleneck detection to deal closing — combining tools to answer business questions a manager actually asks.

Detect Bottlenecks

"What's stuck more than 7 days?"

Scans every Kanban column and surfaces tasks without movement, ordered by stagnation. Catches issues invisible in the daily view.

tasks_blocked_summary pending_by_stage

Close Deals with Context

"Summarize the chat with DAEMSA and its status"

Combines cross-entity search with Open Lines chat history. Get the full conversation + deal stage in one shot.

search_crm crm_chat

Team Productivity

"How's Juan doing this month?"

Completion rate, velocity, deadline hit rate, activities (calls/emails/meetings) — productivity by rep in a single question.

task_metrics monitor_activities

Ready to Connect AI to Your CRM?

Install the app on Bitrix24 and start querying your data with natural language in minutes.

How it Works Features