Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@MobLog that I had coffee with Mike today and he's starting a new job at Tesla"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
π¦ Mob β AI-First Personal CRM
Mob is a personal CRM you interact with entirely through natural language. Built as an MCP server, there are no forms, no dashboards, no buttons β just talk about your relationships and Mob keeps track.
"Mob" is the name for a group of kangaroos.
What It Does
Mob helps you maintain meaningful relationships by remembering everything about the people in your life:
Contacts β Store names, birthdays, addresses, work info, food preferences, and more
Relationships β Map how people are connected (family, friends, colleagues, partners)
Activities β Log phone calls, coffee dates, dinners, and shared experiences
Life Events β Record milestones like graduations, weddings, new jobs, and moves
Reminders β Never forget a birthday, follow-up, or check-in
Notes β Pin important things to remember about someone
Gifts & Debts β Track gift ideas and money owed
Tags β Organize contacts with flexible labels
How It Works
Mob is an MCP server. You connect to it with an MCP-compatible AI client, and interact using natural language:
You: "Add a new contact: Sarah Chen, she works at Google as a senior engineer"
You: "Log that I had coffee with Mike yesterday at Blue Bottle"
You: "When is Tom's birthday?"
You: "Remind me to call Lisa next Tuesday"
You: "Who haven't I talked to in a while?"The AI assistant interprets your intent and calls the appropriate MCP tools behind the scenes.
Connecting
MCP Connection Details
Setting | Value |
Transport | Streamable HTTP |
Server URL |
|
Auth | OAuth 2.0 with PKCE |
Recommended Client
We recommend Joey MCP Client for connecting to Mob.
Connecting with other MCP clients
Any MCP-compatible client that supports Streamable HTTP transport and OAuth can connect. Configure your client with the server URL above and it will be guided through the OAuth flow.
Operating Modes
Persistent Mode (Default)
Full-featured mode with user accounts. Create an account with your name, email, and password. Your data is stored permanently in a local SQLite database.
mob-crm startForgetful Mode
Ephemeral mode for demos or privacy-sensitive use. No login required β data exists only for the session and is automatically destroyed on disconnect or after 2 hours.
mob-crm start --forgetfulDevelopment
Prerequisites
Node.js 20+
npm
Getting Started
# Install dependencies
npm install
# Run in development mode (auto-reload)
npm run dev
# Run tests
npm test
# Build for production
npm run build
# Start production server
npm startDeployment
Mob stores its data in a SQLite database. For deployment, configure the MOB_DATA_DIR environment variable to point to a persistent storage directory:
# Set the data directory for SQLite storage
export MOB_DATA_DIR=/var/data/mob-crm
# Start the server
npm startThe server will create and manage its SQLite database files in the specified directory. Ensure this directory is on persistent storage (not an ephemeral filesystem) to retain data across restarts.
Project Structure
mob-mcp-crm/
βββ docs/
β βββ FEATURES.md # Full feature specification
βββ src/
β βββ server/ # MCP server setup, Streamable HTTP transport
β βββ auth/ # OAuth PKCE flow, account management
β βββ db/ # SQLite schema, migrations, queries
β βββ services/ # Business logic per entity
β βββ tools/ # MCP tool definitions and handlers
β βββ notifications/ # Notification generation and delivery
βββ tests/
β βββ unit/ # Pure function tests
β βββ integration/ # Service + database tests
β βββ e2e/ # MCP protocol tests
βββ public/
βββ index.html # Homepage / landing pageDocumentation
Feature Specification β Comprehensive specification covering all entities, MCP tools, auth, elicitation, and testing strategy
License
MIT