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mcp-server-crm

by Aniketsingh12
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mcp-server-crm

Freelancer Client Pipeline Tracker — An MCP Server that gives Claude (or any MCP-compatible LLM) tools to manage leads, track pipeline stages, log interactions, and generate reports.

Python 3.11+ MCP License: MIT

Architecture

┌─────────────────────────────────────────────────┐
│                  Claude Desktop                  │
│            (or any MCP-compatible LLM)           │
└─────────────────┬───────────────────────────────┘
                  │ MCP Protocol (stdio)
                  ▼
┌─────────────────────────────────────────────────┐
│              mcp-server-crm                      │
│                                                  │
│  ┌──────────┐    ┌──────────┐                   │
│  │ server.py│    │  api.py  │                   │
│  │ (MCP)    │    │ (FastAPI)│                   │
│  └────┬─────┘    └────┬─────┘                   │
│       └───────┬───────┘                          │
│               ▼                                  │
│        ┌────────────┐                            │
│        │ queries.py │  (shared business logic)   │
│        └──────┬─────┘                            │
│               ▼                                  │
│        ┌────────────┐                            │
│        │   db.py    │  (SQLite / PostgreSQL)     │
│        └────────────┘                            │
└─────────────────────────────────────────────────┘

Key design: Both the MCP server and FastAPI REST API share the same queries.py business logic — zero duplication, guaranteed behavioral parity.

Related MCP server: speed-to-lead-agent

Features

Tool

Description

search_leads

Search leads by status, source, and budget range

get_lead

Get full details for a single lead

create_lead

Add a new lead at the "prospect" stage

update_lead

Update lead information (partial updates)

update_stage

Move a lead through the pipeline with history tracking

get_reminders

Find leads with past-due follow-up dates

get_pipeline_report

Win rate, revenue stats, stage breakdown

flag_overdue

Red-flag leads overdue by 3+ days

add_activity

Log emails, calls, meetings, proposals

Pipeline Stages

prospect → contacted → proposal_sent → qualified → negotiation → closed_won
                                                                → closed_lost

Quick Start

1. Install

git clone https://github.com/Aniketsingh12/mcp-server-crm.git
cd mcp-server-crm
pip install -e ".[dev]"

2. Seed demo data

python -m mcp_server_crm.seed

3. Run with Claude Desktop

Add to your Claude Desktop config (claude_desktop_config.json):

{
  "mcpServers": {
    "crm": {
      "command": "python",
      "args": ["-m", "mcp_server_crm.server"]
    }
  }
}

Then ask Claude things like:

  • "Show me all leads from LinkedIn with budget over $5000"

  • "Move Nexus Financial to the negotiation stage"

  • "Which leads have overdue follow-ups?"

  • "Give me a pipeline report"

4. Run the REST API (optional)

python scripts/run_both.py
# Open http://127.0.0.1:8000/docs for Swagger UI

5. Test with MCP Inspector

mcp dev src/mcp_server_crm/server.py

REST API Reference

Method

Endpoint

Description

GET

/health

Health check

GET

/leads

Search leads (query params: status, source, min_budget, max_budget)

GET

/leads/{id}

Get a lead

POST

/leads

Create a lead

PATCH

/leads/{id}

Update a lead

PATCH

/leads/{id}/stage

Change pipeline stage

DELETE

/leads/{id}

Delete a lead

GET

/leads/{id}/activities

List lead activities

POST

/leads/{id}/activities

Log an activity

GET

/reminders

Get follow-up reminders

GET

/overdue

Get critical overdue leads

GET

/reports/pipeline

Full pipeline report

Development

# Run tests
pytest -v

# Run API with auto-reload
uvicorn mcp_server_crm.api:app --reload

PostgreSQL Migration Path

The SQLite database can be swapped to Supabase/PostgreSQL by:

  1. Adding asyncpg to dependencies

  2. Updating db.py connection to use DATABASE_URL env var

  3. Adjusting SQL placeholders (? → $1, $2)

The queries.py function signatures stay identical — only internal SQL changes.

Tech Stack

  • Python 3.11 — Runtime

  • MCP SDK (FastMCP) — Model Context Protocol server

  • FastAPI — REST API

  • SQLite — Zero-config database (swap to PostgreSQL for production)

  • Pydantic — Data validation and serialization

License

MIT

This server cannot be installed

A
license - permissive license
-
quality - not tested
D
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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