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studiomeyer-crm

StudioMeyer CRM

AI-native CRM as MCP Server. 33 tools, 3 resources, 3 prompts. No dashboard needed — your AI is the interface.

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What is this?

StudioMeyer CRM is a headless contact server built as an MCP server. Instead of clicking through a CRM dashboard, you talk to your AI assistant — it manages companies, contacts, deals, leads, follow-ups, and revenue analytics for you.

The only production-ready standalone MCP CRM on the market. Not a bridge to HubSpot or Salesforce — a complete CRM that lives inside your AI workflow.


Quick Start

Option 1: Claude Desktop / Cowork

Add the server URL in Claude Desktop settings:

https://crm.studiomeyer.io/mcp

OAuth 2.1 authentication will guide you through setup.

Option 2: Claude Code

claude mcp add crm --transport streamable-http https://crm.studiomeyer.io/mcp

Option 3: Cursor / VS Code / Windsurf / Zed

npx mcp-remote https://crm.studiomeyer.io/mcp

Option 4: MCPize

https://mcpize.com/mcp/studiomeyer-crm

Subscribe and connect via the MCPize gateway.


Tools (33)

Core CRM (23)

Tool

Description

crm_company

Create, get, or update a company

crm_list_companies

List companies with filters, pagination, sorting

crm_contact

Add or update contacts

crm_list_contacts

List contacts with filters

crm_deal

Create or update deals (auto-probability by stage)

crm_list_deals

List deals with filters

crm_get_pipeline

Pipeline view: deals by stage, forecast, MRR/ARR

crm_log_interaction

Log emails, calls, meetings (auto-updates lastInteractionAt)

crm_get_timeline

Chronological timeline of interactions + notes

crm_add_note

Add notes to companies or deals

crm_list_notes

List notes with filters

crm_lead

Ingest, list, update, or convert leads (auto-dedup, temperature detection)

crm_follow_up

Create, list, or complete follow-ups with priority and overdue tracking

crm_search

Full-text search across all entities (German + English stemming)

crm_health_scores

Health scores 0-100 with factor breakdown

crm_dashboard

Pipeline + MRR + health + activity + alerts in one call

crm_stats

Aggregate metrics

crm_sync_stripe

Sync revenue data from Stripe

crm_revenue_report

MRR/ARR/growth by company and product

crm_import

Bulk CSV/JSON import (auto-maps DE+EN headers, dedup, dry-run)

crm_export

CSV/JSON export: contacts, companies, deals, leads

crm_audit_log

Audit trail: who changed what, when

crm_connect

Zero-knowledge credentials: configure integrations via browser

Management (5 Delete Tools)

Tool

Description

crm_company_delete

Hard-delete company + cascaded data

crm_contact_delete

Hard-delete contact

crm_deal_delete

Hard-delete deal

crm_note_delete

Hard-delete note

crm_lead_delete

Hard-delete lead

crm_follow_up_delete

Hard-delete follow-up

System (5)

Tool

Description

crm_guide

Interactive onboarding with 12 topics

crm_handoff

Task queue between Claude Code and Cowork

server_status

Server health and configuration

Resources (3)

Resource

Description

crm://pipeline

Current pipeline state

crm://dashboard

Dashboard overview

crm://follow-ups

Pending follow-ups

Prompts (3)

Prompt

Description

client-review

Weekly client review

daily-briefing

Morning briefing with priorities

pipeline-forecast

Revenue forecast


3-phase search cascade for maximum recall:

  1. Full-text search with German stemming (tsvector + GIN index)

  2. Trigram fuzzy matching with unaccent + word_similarity

  3. ILIKE prefix fallback

Searches across companies, contacts, interactions, deals, notes, leads, and tags. Perfect for DACH market with umlaut support.


What Makes This Different

Feature

StudioMeyer CRM

HubSpot MCP

Pipedrive MCP

nxt3d/mcp-crm

Standalone CRM

Yes

Bridge only

Bridge only

SQLite PoC

Tools

33

~10

~8

~5

MCP-native

Yes

Wrapper

Wrapper

Yes

Pipeline + Deals

Yes

Via HubSpot

Via Pipedrive

No

Lead Management

Yes

Via HubSpot

Via Pipedrive

No

Follow-ups

Yes

No

No

No

CSV Import/Export

Yes

No

No

No

Revenue Analytics

Yes

Via HubSpot

Via Pipedrive

No

Health Scores

Yes

No

No

No

Audit Log

Yes

No

No

No

Built-in Guide

12 topics

No

No

No

Stripe Sync

Yes

No

No

No

Zero-Knowledge Creds

Yes

No

No

No

Hosted MCP

Yes

No

No

No


Pricing

Plan

Price

Included

Free

$0/mo

33 tools, 200 calls/day, 1 user

Pro

$29/mo

33 tools, 10K calls/day, priority support

Team

$49/mo

33 tools, unlimited, 5 users, shared pipeline


Security

  • OAuth 2.1 with PKCE S256 (RFC 8414, 7591, 9728, 7009)

  • Database: Supabase EU (Frankfurt, Germany), SOC 2 Type II

  • Multi-tenant: Shared-table isolation with Row Level Security

  • Zero-Knowledge Credentials: AES-256-GCM encryption, browser-based entry

  • Input Validation: Zod schemas on all 33 tools

  • Audit Log: Every mutation tracked with tenant isolation


Built by StudioMeyer

AI agency from Mallorca. Building AI tools since 2024.


License

Proprietary. This repository contains documentation only. The CRM server is hosted at crm.studiomeyer.io.

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security - not tested
F
license - not found
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quality - not tested

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