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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: CashClaw GHL MCP

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 deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

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Resources

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