Fuchr CRM MCP Server

A Model Context Protocol (MCP) server that exposes CRM functionality (customers, deals) as tools for AI agents.

What it does

This server provides three tools:

• getCustomerByEmail - Look up customer by email

• listOpenDeals - List all open (non-closed) deals

• updateDealStage - Update deal stage with business rule validation

Related MCP server: MCP Suite CRM

Business rules

• Deal stage progression: Cannot move a deal to "Closed Won" unless it's currently in "Negotiation" stage

• Valid stages: Prospecting → Qualification → Proposal → Negotiation → Closed Won/Lost

• Data persistence: SQLite database (crm.db)

Setup

1. Install dependencies:

   pip install -r requirements.txt

2. Initialize database:

   python database.py

3. Run server:

   python server.py

Connect to Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "fuchr-crm": {
      "command": "python",
      "args": ["/path/to/server.py"],
      "cwd": "/path/to/fuchr-mcp-crm-py"
    }
  }
}

Example agent workflow

1. User: "Show me all open deals"

2. Agent calls: listOpenDeals()

3. Agent returns: List of deals with customer info

4. User: "Update deal #3 to Negotiation"

5. Agent calls: updateDealStage(deal_id=3, new_stage="Negotiation")

6. Agent returns: Updated deal details

7. User: "Find customer with email john@acme.com"

8. Agent calls: getCustomerByEmail(email="john@acme.com")

9. Agent returns: Customer details

What this would look like in a real company

In production, this MCP server would:

• Connect to your actual CRM (Salesforce, HubSpot, Pipedrive) via API

• Use OAuth2 for authentication

• Log all tool calls to your SIEM (Splunk, Datadog)

• Rate limit requests per agent/user

• Validate agent permissions (e.g., only sales agents can update deals)

• Encrypt data in transit (HTTPS) and at rest (database encryption)

Security considerations

• No hardcoded secrets (use environment variables)

• Input validation on all tool parameters

• Business rule enforcement (deal stage progression)

• Error handling with clear messages (no stack traces exposed)

License

MIT