mcp-crm-server

README.md

# mcp-crm-server

> An MCP server that gives Claude access to a CRM: search clients, create tasks and build a weekly report, straight from Claude Desktop or Claude Code.

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> 🚧 Work in progress. The full documentation, including how to connect the server to Claude Desktop and Claude Code, will land with the tools.

## Planned tools

| Tool             | What it does                                   | Mode  |
| ---------------- | ---------------------------------------------- | ----- |
| `search_clients` | Find clients by name, company, email or status | read  |
| `create_task`    | Create a follow-up task for a client           | write |
| `weekly_report`  | Summarise new clients and tasks for a week     | read  |

## Development

Requires Node 22.12+.

```bash
npm ci
npm run lint && npm run typecheck && npm test
```

## License

[MIT](LICENSE)

This server cannot be deployed

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