crm-mcp-server

A read-only MCP server that gives an LLM structured access to CRM data (companies, contacts, deals, activities) backed by SQLite.

Setup

cd crm-mcp-server
python -m venv venv
source venv/bin/activate   # Windows: venv\Scripts\activate
pip install -r requirements.txt

Related MCP server: Company Records

Generate seed data

python src/seed.py

This creates data/crm.db with ~50 companies, contacts, deals across every pipeline stage, and activities (some deals are intentionally left stale for find_stale_deals to surface). Re-running wipes and regenerates the database deterministically.

Run the server

python src/server.py

Runs over stdio, intended to be launched by an MCP client (e.g. Claude Desktop, Claude Code, or the MCP Inspector) rather than used standalone.

Test with MCP Inspector

mcp dev src/server.py

This opens the MCP Inspector in your browser, where you can call each tool (search_contacts, search_deals, get_account_360, find_stale_deals, pipeline_summary) directly with sample inputs and inspect the JSON output.

Tools

• search_contacts(query) - find contacts by name, email, or company

• search_deals(query, stage) - find deals by name/company and/or stage

• get_account_360(company_id) - full picture of one company

• find_stale_deals(days_inactive) - open deals with no recent activity

• pipeline_summary() - deal counts/value by stage, weighted pipeline value

TODO: flesh this out further before sharing.