Twenty CRM

Twenty is an open-source CRM you can host yourself. With it connected, tsforge can look up a customer before replying to them, log what happened on a call or a support conversation, add a follow-up task, and tell you how the pipeline looks.

Twenty is a curated integration over MCP. See MCP servers for the shared model: the connection is your consent, the agent gets a few purpose-built verbs, and nothing turns on until you configure it.

Turn it on

1. In Twenty, open Settings → APIs & Webhooks → API and create an API key.
2. Add a twenty server to mcpServers in ~/.tsforge/models.json (or a project’s tsforge.config.json). Twenty’s MCP endpoint is plain HTTP, so it uses tsforge’s built-in HTTP transport. You don’t need mcp-remote.

~/.tsforge/models.json

{
  "mcpServers": {
    "twenty": {
      "type": "http",
      "url": "https://crm.example.com/mcp",
      "headers": { "Authorization": "Bearer <your Twenty API key>" }
    }
  }
}

The server must be keyed exactly twenty. Twenty’s Settings → MCP & APIs page shows this same block with your instance’s URL filled in. When it connects, an interactive session shows twenty: on · CRM via MCP. A wrong key shows up at startup as HTTP 401 (unauthorized …).

The tools

Twenty’s MCP server offers about 300 generated tools behind a catalog the model would have to browse, learn and call in three steps. tsforge wraps the ones a CRM workflow needs in two verbs and sends Twenty exactly the argument shapes it validates. The model never sees the catalog.

twenty_read (read-only). type is person, company, opportunity, task or note.

op	What it returns
search	records matching query: names and emails for people, name or domain for companies, titles for deals, tasks and notes
list	the most recently updated records (limit, default 10, max 50)
record	one record by id, with the notes and tasks attached to it
pipeline	opportunities counted and summed by stage

Every row ends with the record’s id in parentheses. That id is what record, update, note and task take.

twenty_write:

op	What it does
create	a person (firstName, lastName, email, phone, jobTitle, companyId), a company (name, domain) or an opportunity (name, stage, amount + currency, closeDate, companyId, pointOfContactId)
update	type + id + only the fields to change
note	title + body (markdown); add type + id to attach it to that person, company or deal
task	title, optional body, dueAt, status (TODO, IN_PROGRESS, DONE); type + id to attach it

Amounts are whole currency units (5000 means 5,000). tsforge converts them to the micros Twenty stores. A new deal starts at stage NEW unless you pass one.

There is no delete. If a record needs to go, the agent tells you.

Things worth knowing

• Search before create. The agent is told to look a person or company up before adding one. Twenty enforces unique emails and company domains, and records in Twenty’s trash still count until the trash is emptied. A duplicate comes back as a plain “that record already exists” instead of a database error.
• Notes are how the agent leaves a trail. A support conversation in Chatwoot can end with a note on the customer’s person record, so the next person to open them sees what happened.

When it’s active

Reads work in every mode, including plan mode. Writes follow capability as consent: allowed in an interactive session, held back while planning or running unattended. See Permissions & policy.

Variable	Default	Effect
TSFORGE_NO_TWENTY	off	withhold the Twenty tools even when the server is connected (=1)
TSFORGE_TWENTY_RAW	off	also advertise Twenty’s raw mcp__twenty__* meta-tools (=1)

Checking it against your instance

tsforge’s tests check every call against Twenty’s real input schemas (from v2.41). A live suite runs the verbs against your own instance:

TSFORGE_LIVE=1 bun test packages/core/tests/integrations-live.test.ts
# also create → update → note → task → read back → delete test records:
TSFORGE_LIVE=1 TSFORGE_LIVE_WRITES=1 bun test packages/core/tests/integrations-live.test.ts

The write run uses records named tsforge-test-… and removes them for good afterwards, trash included.

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