Call Notes to CRM Sync

Name: Call Notes to CRM Sync
Availability: InStock
Author: Kata Team

Writes the CRM note after a call — what was agreed, what wasn't, and where each came from.

Customer Service Conversational Support (Chatbots)Ticket Routing & Triage @katateam

Before you connect: what this agent would do

A preview derived from this agent’s definition — not a live run. Nothing runs and no key is sent until you connect. FindAgent runs it on the hosted connection.

Tools it can use (5)

get_callRead-only
Fetch a call's participants, duration, and associated CRM records.
Reaches: api.gong.io
Uses your Gong API credential.
get_call_transcriptCan change data
Fetch a call's transcript with speaker attribution and timestamps.
Reaches: api.gong.io
Uses your Gong API credential.
get_dealRead-only
Fetch the deal record as the CRM currently holds it, to find contradictions with the call.
Reaches: api.hubapi.com
Uses your HubSpot private app token.
create_deal_noteCan change data
Write the structured call summary to the deal as a note, with citations to the call.
Reaches: api.hubapi.com
Uses your HubSpot private app token.
update_deal_next_stepCan change data
Update only the next-step fields on a deal. Never touches stage, amount, close date, or owner.
Reaches: api.hubapi.com
Uses your HubSpot private app token.

Credentials it will ask for (2)

Gong API credential
Only ever sent to: api.gong.io
Format: Paste the Base64 encoding of “id:token” (e.g. your email and API token joined by a colon), not the raw token. Many tools show this ready-made as your “Basic auth” value.
HubSpot private app token
Only ever sent to: api.hubapi.com

Safety rails that guard it

Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no agent can turn off.
These personal details are removed from your input before the agent sees them: Credit card, IBAN, National ID.
These personal details are stripped from the agent’s results before you see them: Email, Phone.
A request larger than 200,000 characters is rejected before it runs.
get_callRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
get_dealRate limited to 300/hour.Safe to retry automatically if a run is interrupted.
create_deal_noteRate limited to 120/hour.
get_call_transcriptRate limited to 200/hour.Safe to retry automatically if a run is interrupted.
update_deal_next_stepRate limited to 120/hour.Safe to retry automatically if a run is interrupted.

How FindAgent keeps agents safe

Run locally

This MCP server runs on your own machine — FindAgent only points you at it. Run the command below, then add it to your MCP client. Nothing is hosted or proxied on our side.

terminal

npx -y @findagent/mcp run

Add it to your MCP client

Paste this into your client config (e.g. claude_desktop_config.json or a Cursor mcp.json), then restart the client.

mcp client config

{
  "mcpServers": {
    "call-notes-to-crm-sync": {
      "command": "npx",
      "args": [
        "-y",
        "@findagent/mcp",
        "run"
      ]
    }
  }
}

What you'll need — and where to get it

This agent will ask you for the following. You enter them when you connect — they're encrypted and never shared with the creator.

Gong API credential
Base64 of 'ACCESS_KEY:ACCESS_KEY_SECRET' — encode it yourself before pasting; the runtime only adds the Basic prefix. Create the pair under Company Settings > API.
Get this from gong.io's account or API settings.
Paste the value as a single line.
Only sent to: api.gong.io
HubSpot private app token
A HubSpot private app access token with crm.objects.deals read and write and crm.objects.notes write. Deal stage and amount are never written by this agent, but HubSpot scopes are object-level — the restraint is enforced by the manifest, not the token.
Get this from hubapi.com's account or API settings.
Paste the value as a single line.
Only sent to: api.hubapi.com

Requirements

This server requires authentication — see the description for how to get a key.

Get this agent

Free

Add the hosted gateway to Claude, ChatGPT, Cursor or any MCP client. Nothing installs on your machine.

https://mcp.findagent.cloud/agents/call-notes-to-crm-sync

View setup

What we can prove

Ships no executable code. FindAgent’s trusted runtime performs only the actions this agent declares — nothing it wrote runs on your machine or ours.
Any key you connect is bound to its destination — it is only ever sent to api.gong.io, api.hubapi.com, and is dropped if a request tries to redirect it elsewhere.
Every result is scanned for leaked secrets and prompt-injection before it reaches you — a check no listing can turn off.
Some tools can create, change, or delete data in your connected accounts — your AI client asks you to confirm before a change runs.
Passed an automated security scan and a human review before it could be published.

These are facts derived from the manifest, not a score and not a badge.

Agent details