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MCP Shelf

unLocked CRM

An insurance agent's CRM you can run by asking your assistant.

  • Community · not tested by us yet
  • Paid
  • Hosted by its maker

What is unLocked CRM?

unLocked is a CRM for agents and agencies selling life, health, Medicare and annuity cover, with calling, texting, email, quoting and Medicare paperwork in one place. Its MCP server lets an assistant pull client lists, start follow-ups and build pipelines in your account.

Shelf
Data, money and work
Price
Paid
Runs on
Hosted by its maker
Code
Not public
Website
unlockedcrm.ai
On MCP Shelf since
27 Oct 2026

Our check: Its maker sent it in and we wrote this page from what they published. We have not installed it yet, so there is no tool list or test result here. When it passes our own install check it moves to the main shelf.

Try asking

List my Medicare leads with no follow-up in the last 14 days and draft a short check-in text for each.
A prompt to try once it is connected, written by MCP Shelf.

Worth knowing before you add it

It holds client health and policy details, so check what your assistant is allowed to see.

How do I connect unLocked CRM?

What you need first

An unLocked account, billed per user, with a 14-day trial.

Its maker does not publish a server address on its own; the setup steps are on their website.

Full instructions are on unlockedcrm.ai. New to this? See the setup guides for Claude Code, Cursor, Claude Desktop and ChatGPT.

Before you add any community server

  • Hosted servers see whatever you send them. Check who runs it and what the sign-in can reach.
  • Servers that run on your computer can do what your user account can. Read the repository first.
  • Keep your app's “ask before each tool call” setting on until you trust it.

Counting Peas

More community servers like unLocked CRM

Its neighbours in data, money and work. See the whole group.

  • unLocked CRMThis pea

    An insurance agent's CRM you can run by asking your assistant.

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    Paid
    Runs on
    Hosted
    Code
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    Added
    27 Oct 2026

  • AlienMail

    Run cold email campaigns from your assistant, paid per email sent.

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  • Bitculator

    Crypto prices, sentiment and indicator verdicts your assistant can query live.

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    27 Oct 2026

  • ContentStudio

    Plan, schedule and report on social posts across your networks.

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    27 Oct 2026

  • CrakSEO SEO Toolkit

    Rankings, keywords, backlinks and site audits through one connection.

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    27 Oct 2026

  • Ecommerce Data API

    Amazon product, keyword and market numbers for research.

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    26 Oct 2026

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