CRM MCP Server
JSON →A production-ready MCP server for Customer Relationship Management (CRM) functionality, built with TypeScript and SQLite.
Install
npx tsx Tools · 24
- add_contact Add a new contact to the CRM
- update_contact Update an existing contact's information
- search_contacts Search for contacts by criteria
- list_contacts List all contacts in the CRM
- archive_contact Archive a contact from the CRM
- filter_contacts_by_organization Filter contacts by organization
- track_interaction Track a new interaction with a contact
- update_interaction Update an existing interaction record
- manage_calls Manage call logs for contacts
- manage_emails Manage email records for contacts
- manage_meetings Manage meeting records for contacts
- manage_notes Manage notes for contacts
- add_entry Add a new contact history entry
- update_entry Update an existing contact history entry
- delete_entry Delete a contact history entry
- list_entries List contact history entries
- add_todo Add a new todo/action item for a contact
- update_todo Update an existing todo item
- filter_todos Filter todo items by criteria
- track_todos Track action items for contacts
- export_contacts_csv Export contacts data to CSV
- export_history_csv Export contact history to CSV
- export_full_crm_csv Export full CRM data to CSV
- track_recent_activities Track and retrieve recent CRM activities
Links
★ 5 GitHub stars