ppl
by ppl-crm
README.md
# ppl
**The personal CRM for you and your AI.**
ppl is a personal CRM for you and the AI assistants you choose. Keep contacts, conversation notes, birthdays and follow-ups together. Work in the browser or authorize an assistant to use the same records.
Read about [ppl](https://withppl.com/about), [choosing a personal CRM](https://withppl.com/personal-crm), or [importing your contacts](https://withppl.com/blog/import-contacts-into-a-personal-crm).
The [guides and free tools](https://withppl.com/resources) cover client setup, product comparisons and contact migration. Start with your client’s [Claude](https://withppl.com/guides/claude), [ChatGPT](https://withppl.com/guides/chatgpt), [Cursor](https://withppl.com/guides/cursor), or [VS Code](https://withppl.com/guides/vscode-copilot) guide. Before importing, the [local CSV checker](https://withppl.com/tools/contact-import-checker) can flag common file issues without uploading your contacts. Writers and directory maintainers can use the [press kit](https://withppl.com/brand/press-kit) for current product facts, the original logo and public screenshots.
Developer home: [ppl-crm.github.io](https://ppl-crm.github.io). Try the [fictional relationship-memory demo](https://huggingface.co/spaces/dbhurley/ppl-personal-crm) without connecting an account.
## Connect your AI
**Hosted MCP server:** `https://withppl.com/mcp`
The hosted service is available now. A self-hosted version is coming soon. Your agent connects over Streamable HTTP with a Bearer token.
### Start with your client
Use [the connection guide](https://withppl.com/agents) for client setup or [the developer guide](https://withppl.com/developers) for authentication, permissions, starter recipes and recovery. New users can create an account during connection and verify email ownership. Some clients require a separate configuration step; available features can depend on account plans and administrator settings.
### Codex CLI
Codex supports Streamable HTTP MCP servers with OAuth and Dynamic Client Registration. Add ppl, then sign in:
```bash
codex mcp add ppl --url https://withppl.com/mcp
codex mcp login ppl
```
Or add it to `~/.codex/config.toml` and run `codex mcp login ppl`:
```toml
[mcp_servers.ppl]
url = "https://withppl.com/mcp"
```
The login opens ppl in your browser to approve access. New to ppl? [Create a free account](https://withppl.com/register) (free beta, up to 1,000 contacts). Run `codex mcp list` to confirm the server, or `/mcp` inside the Codex TUI. See the [Codex MCP docs](https://developers.openai.com/codex/mcp).
### Agent connection flow
1. `POST https://withppl.com/api/agent/connect/request` with `{"client_name": "Your agent"}`
2. Show the human the `approve_url`. They sign in or create an account, verify email ownership and review the requested permissions.
3. Poll the returned `poll_url` conservatively until approved and save the one-time `api_token` in a protected credential store. Stop on denial or expiration.
4. Use the token with the MCP server or REST API.
MCP clients that support OAuth (Claude, ChatGPT, and others) can connect with standard OAuth 2.0: dynamic client registration, PKCE, and refresh tokens. See [docs/oauth.md](docs/oauth.md).
Machine-readable: [ppl.json](https://withppl.com/.well-known/ppl.json), [llms.txt](https://withppl.com/llms.txt), and the [OpenAPI spec](https://withppl.com/openapi.json) for the REST API.
## MCP registry
Registered as `io.github.ppl-crm/ppl` in the official MCP registry. See [server.json](server.json). The former `io.github.dbhurley/ppl` registration is deprecated; use the ppl-crm record and the hosted endpoint above.
The product name is **ppl**, lowercase. `withppl.com` is its website, not its name. This is the personal CRM for contacts and relationships, unrelated to the utility, music licensing, insurance and parcel companies named PPL.
Current listings: [Smithery](https://smithery.ai/servers/ppl/ppl) and the [Glama connector](https://glama.ai/mcp/connectors/io.github.ppl-crm/ppl). The live MCP catalog has 120 tools; discover the current catalog at connection time. Directory caches can lag behind the service.
The hosted beta is free for up to 1,000 contacts, with no credit card required. Pro at $8/month and self-hosting are coming soon and are not available to purchase or install yet. See [current pricing](https://withppl.com/pricing).
## Examples
- [Python briefing examples](examples/python/) - a dependency-free REST client and an MCP SDK client
- [Node MCP client](examples/node/) - connect with the MCP TypeScript SDK
- [ppl-memory PyPI package](https://pypi.org/project/ppl-memory/) - LangGraph, CrewAI, and AutoGen adapters
## Docs
- [Agent integration guide](docs/agents.md) - task-scoped workflows, tools, and patterns
- [OAuth for MCP clients](docs/oauth.md) - Dynamic Client Registration flow
## License
MIT. See [LICENSE](LICENSE).
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