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mcp-crm-server

mcp-crm-server

by RossRodman

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.

TypeScript MCP Supabase Node

🚧 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

Related MCP server: Atomic CRM MCP Server

Development

Requires Node 22.12+.

npm ci
npm run lint && npm run typecheck && npm test

License

MIT

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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