MCP Suite CRM

An open-source CRM built for humans and AI agents to operate together. The web application and every MCP client use the same typed operation catalog, with role checks, scoped agent keys, approval gates for risky agent actions, and a shared audit trail.

Pre-release: the source is public, but the supported installer, npm package, container image, and stable release are not published yet.

What is included

The CRM covers companies, people, leads, deals, activities, tasks, pipelines, tags, contact lists, custom fields, saved views, offerings, approvals, users, agents, and audit events. The public marketing site, signup, billing, and managed-hosting controls are deliberately not part of this repository.

Related MCP server: Pipedrive MCP Server

Run from source

The supported development platform is 64-bit Linux. Install mise; the repository pins Node 22 and pnpm 10.

mise trust
mise exec -- make setup
mise exec -- make dev

Open http://localhost:2222. / redirects to /login. The first setup creates the SQLite database at data/mcpsuite.db and prints the initial owner credentials; change the password after signing in.

Run with Docker

docker compose up -d

One container, one process on :2222: the web app, the operation API, the MCP endpoint for agents (POST /mcp) and GET /healthz. Persistent state lives in ./data. The compose file builds the mcpsuite/crm image locally until official images are released. See PRODUCTION.md for the standalone-MCP command override and reverse-proxy guidance.

Connect an agent

In the CRM, open Admin → Agents, create an agent client, and copy the key shown once. The UI provides a ready-to-paste configuration. The full transport, scope, and trust-profile guide is in docs/mcp.md.

Example for Claude Code:

claude mcp add --transport http mcpsuite-crm http://localhost:2222/mcp \
  --header "Authorization: Bearer mcpsuite_YOUR_KEY"

Development checks

mise exec -- make typecheck
mise exec -- make test
mise exec -- make build
mise exec -- make smoke

See AGENTS.md for the code architecture and conventions, PRODUCTION.md for the current self-hosting runbook, and CONTRIBUTING.md before opening a pull request.

License

AGPL-3.0-only. See LICENSE.