Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@MCP Suite CRM list deals closing this month"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
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; container images and a stable release are not published yet. See INSTALL.md for Docker Compose installation with published images and PRODUCTION.md for installation from source.
Path | Purpose |
| Login, the authenticated CRM under |
| MCP over stdio and HTTP |
| Domain types, authorization policy, and operation catalog |
| SQLite persistence, schema, authentication, and bootstrap |
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: Overdrive MCP Server
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 devOpen 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.
See INSTALL.md for installation, version pinning, updates, and owner recovery.
docker compose pull
docker compose up -dOne 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. Compose runs the published mcpsuite/crm image, the latest
stable release by default. To pin an exact release, put
MCPSUITE_VERSION=X.Y.Z in a .env file next to docker-compose.yml, then
run both commands again; they also update an unpinned install. See
PRODUCTION.md for the standalone-MCP command override and
reverse-proxy guidance.
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"mise exec -- make typecheck
mise exec -- make test
mise exec -- make build
mise exec -- make smokeSee AGENTS.md for the code architecture and conventions, PRODUCTION.md for the current self-hosting runbook, and CONTRIBUTING.md before opening a pull request.
AGPL-3.0-only. See LICENSE.
This server cannot be deployed
CRM, inbox, meetings, revenue intelligence, analytics and automations for AI agents.
The CRM your AI agent works in: companies, people, deals, tasks and buying signals, signed.
Open-source CRM your AI agents can write to: companies, people, opportunities, tasks and notes.
Agent-native CRM. 25 tools — contacts, deals, sequences, enrichment waterfall, audit log.
