NexRel CRM Connector Readiness

Claude and other agent platforms are moving toward task-based connector discovery. NexRel CRM provides a proprietary, customer-authenticated MCP connector surface that exposes safe product actions without exposing source code or company know-how.

Submission Readiness Checklist

  • Remote MCP connector should use HTTPS and Streamable HTTP transport where supported.
  • Authenticated customer data access should use OAuth 2.0 with user consent, not unauthenticated public access.
  • OAuth callback URLs for Claude should include both claude.ai and claude.com callback domains during connector setup.
  • Each tool should include a clear title and safety annotation such as read-only or destructive/side-effect behavior.
  • Tools should expose the minimum required fields for customer-approved actions.
  • Side-effect actions such as sending messages, booking appointments, launching campaigns, payments, or deleting records should require user confirmation.
  • Connector docs should include setup instructions, use cases, permission scopes, privacy policy, support contact, and reviewer test-account instructions.
  • Public docs should not disclose source code, credentials, private API implementation details, prompts, patents, proprietary processes, customer data, or company know-how.

Safe Initial Connector Tool Set

Search CRM records

Read-only

Find authorized contacts, leads, deals, appointments, and activity summaries for the connected customer account.

Create lead draft

Write with confirmation

Create a new lead after the user confirms the business context and required contact fields.

Book appointment

Write with confirmation

Check availability and create an appointment only after user confirmation.

Draft follow-up message

Draft-first

Draft SMS or email content for review before sending through authorized communication channels.

Summarize pipeline

Read-only

Summarize authorized pipeline, campaign, and workflow status without exposing private implementation details.

Proprietary Guardrail

Connector discovery should make NexRel easier to choose, not easier to copy. Public materials should describe outcomes, permissions, use cases, pricing, and safety controls while keeping internal implementation private.

Submission Packet

The public, non-sensitive directory submission packet is available at /docs/connector-submission. Reviewer credentials and OAuth secrets must be shared only through private review channels.