mini-crm — MCP server for customer leads

An MCP server in Python (official mcp SDK v2) that gives an AI agent such as Claude Code access to a simple lead CRM stored in SQLite.

How it works

• Tool parameters and outputs are typed (type hints + a Pydantic model), so the SDK generates JSON schemas the agent can follow.

• Expected errors are raised as ToolError, so the agent sees a readable message (e.g. Lead with id=999 not found).

• All SQL queries are parameterized; status values are restricted with Literal.

Related MCP server: Outlet das Cores CRM

Setup

python -m venv .venv
# Windows: .venv\Scripts\python.exe -m pip install -r requirements.txt
# macOS/Linux: .venv/bin/python -m pip install -r requirements.txt

Test

python test_client.py      # calls every tool over stdio, no Claude needed
mcp dev server.py          # MCP Inspector in the browser (requires Node.js)

Connect

Claude Code

claude mcp add --scope user --transport stdio mini-crm -- /full/path/.venv/bin/python /full/path/server.py
claude mcp list

Codex — ~/.codex/config.toml

[mcp_servers.mini-crm]
command = "/full/path/.venv/bin/python"
args = ["/full/path/server.py"]

Claude Desktop — claude_desktop_config.json

{
  "mcpServers": {
    "mini-crm": {
      "command": "/full/path/.venv/bin/python",
      "args": ["/full/path/server.py"]
    }
  }
}

On Windows the Python path is C:\...\.venv\Scripts\python.exe.

The database path can be set with the CRM_DB_PATH environment variable (default: leads.db next to server.py).

License

MIT