# Solve CRM — Pipedream Connect

> Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

- API slug: `solve_crm` (use in MCP headers and tool keys)
- Auth: API key (Pipedream-managed)
- Categories: CRM
- Website: https://solve360.com/
- This page (HTML): https://pipedream.com/apps/solve-crm
- Tools: 2 actions · 4 triggers

## Connect via MCP (recommended)

- Endpoint: `https://remote.mcp.pipedream.net/v3`
- Headers: `Authorization: Bearer <token>` · `x-pd-project-id` · `x-pd-environment` · `x-pd-external-user-id` · `x-pd-app-slug: solve_crm`

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "solve_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// e.g. run Create Contact:
const result = await mcp.callTool({
  name: "solve_crm-create-contact",
  arguments: {
    firstname: "First Name",
    lastname: "Last Name",
  },
})
```

Docs: [MCP guide](https://pipedream.com/docs/connect/mcp/developers.md)

## API proxy

For a Solve CRM endpoint with no pre-built tool, the proxy forwards your request with the connected user's credentials attached.

```bash
# The path segment is the target URL, URL-safe base64 encoded:
# https://secure.solve360.com/contacts

curl "https://api.pipedream.com/v1/connect/{project_id}/proxy/aHR0cHM6Ly9zZWN1cmUuc29sdmUzNjAuY29tL2NvbnRhY3Rz?external_user_id={external_user_id}&account_id=apn_xxxxxxx" \
  -H "Authorization: Bearer {access_token}" \
  -H "x-pd-environment: production"
```

Docs: [API proxy guide](https://pipedream.com/docs/connect/api-proxy.md)

## SDK

```ts
import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "solve_crm-create-contact",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    solve_crm: { authProvisionId: "apn_xxxxxxx" },
    firstname: "First Name",
    lastname: "Last Name",
  },
})
```

Docs: [Managed auth guide](https://pipedream.com/docs/connect/managed-auth/quickstart.md) · [Tools guide](https://pipedream.com/docs/connect/components.md)

## Actions (2)

### `solve_crm-create-contact` — Create Contact (Write)

Create a new contact. See the docs here

Full schema: https://pipedream.com/apps/solve-crm/actions/create-contact.md

### `solve_crm-list-category-options` — List Category Options (Read-only)

Retrieves available options for the Category field.

Full schema: https://pipedream.com/apps/solve-crm/actions/list-category-options.md

## Triggers (4)

### `solve_crm-new-company-created` — New Company Created (Instant) (Instant)

Emit new event for each new company created. See the docs here

Full schema: https://pipedream.com/apps/solve-crm/triggers/new-company-created.md

### `solve_crm-new-contact-created` — New Contact Created (Instant) (Instant)

Emit new event for each new contact created. See the docs here

Full schema: https://pipedream.com/apps/solve-crm/triggers/new-contact-created.md

### `solve_crm-new-contact-tagged` — New Contact Tagged (Instant) (Instant)

Emit new event when the specified tag is added to a contact. See the docs here

Full schema: https://pipedream.com/apps/solve-crm/triggers/new-contact-tagged.md

### `solve_crm-new-user-created` — New User Created (Polling)

Emit new event for each new user created. See the docs here

Full schema: https://pipedream.com/apps/solve-crm/triggers/new-user-created.md

---

- All apps: https://pipedream.com/apps — index: https://pipedream.com/llms.txt
- Pipedream docs for agents: https://pipedream.com/docs/llms.txt