OpenTeleCRM MCP Server

OpenTeleCRM MCP Server

Enables interaction with a telecalling-first sales CRM, providing 13 JSON-RPC MCP tools for lead management, actions, WhatsApp, and telephony, with multi-tenant RLS.

Category
访问服务器

README

OpenTeleCRM

1:1 FOSS clone of TeleCRM — a telecalling-first sales CRM. Multi-tenant from line one, self-hosted natively (no Docker), PostgreSQL with RLS.

Surface Status Details
REST API ✅ 62/62 tests NestJS + Fastify on port 3005
JSON-RPC MCP ✅ 13 tools Streamable HTTP on port 3006
Bruno collection ✅ 27 reqs, 58 assertions TeleCRM wire-compatible
WhatsApp ✅ wwebjs driver Pairing-code auth, templates, broadcasts
Telephony ✅ Dialer + callbacks OSS provider on Asterisk

Quick start

make setup      # provision deps + install + db-init + db-migrate + db-seed
pnpm dev        # API on :3005, MCP on :3006
pnpm test       # 62 contract tests, 7 suites

Or step by step:

make provision         # system deps (Debian)
make install           # pnpm install
make db-init           # create DB + role
make db-migrate        # Drizzle migrations
make db-seed           # demo enterprise, 5000 leads, 3 users, 2 pipelines

Bruno collection

cd collections/opentelecrm
bash ../../scripts/bruno-bootstrap-jwt.sh   # inject a dev JWT
npx @usebruno/cli run --env local -r .       # 27 requests, 58 assertions

Architecture

A Turborepo monorepo (pnpm@9.15.4, turbo run …). ESM-only, Node ≥ 22.

opentelecrm/
├── services/
│   ├── api/          # NestJS REST API  (Fastify, port 3005)
│   ├── mcp/          # JSON-RPC MCP     (Express, port 3006)
│   └── whatsapp/     # WhatsApp driver  (whatsapp-web.js, pairing-code)
├── packages/
│   └── db/           # Drizzle schema, RLS, migrations, seed data
├── apps/
│   ├── web/          # Next.js web app  (placeholder)
│   ├── widget/       # Embeddable widget(placeholder)
│   ├── extension/    # Browser extension(placeholder)
│   └── mobile/       # React Native app (placeholder)
├── collections/
│   └── opentelecrm/  # Bruno API test collection
├── docs/             # ARCHITECTURE.md, PARITY.md, ADRs
└── scripts/
    └── provision/    # Native Debian setup (no Docker)

Auth flow

  1. Dev JWT — HS256 signed with DEV_JWT_SECRET, used in local dev + Bruno
  2. API tokenstelekrm_async_ / telekrm_sync_ tokens, stored as SHA-256 hash
  3. OIDC — Zitadel id-tokens (future)

All requests route through AuthGuard + RLS via withTenant(eid) — no row can leak across tenants.

TeleCRM parity

Area Status
Foundation (multi-tenant, RLS, seed data)
Lead CRUD + search + upsert
Action logging (note, call, WhatsApp)
Async autoupdate + validation
API token management
Team member list
Custom actions
WhatsApp (conversations, send, templates)
Telephony (calls, dialer, callbacks, recordings)
Web app, widget, extension, mobile 🚧 — API first, apps deferred

Full detail: docs/PARITY.md


Test surface

pnpm test              # all workspace tests
cd services/api && npx vitest run  # focused: 62 tests, 7 files
make typecheck         # tsc --noEmit across all workspaces
pnpm lint              # Biome

Tests spin up the real API (dev JWT + seeded DB), hit authGuard + RLS — no mocking.


Tech stack

  • Runtime — Node.js ≥ 22, ESM
  • Package management — pnpm + Turborepo
  • API — NestJS 10 + Fastify adapter
  • DB — PostgreSQL 16, Drizzle ORM + Drizzle Kit, native RLS
  • Auth — HS256 JWTs + SHA-256 API tokens + Zitadel OIDC (future)
  • Deps — TypeScript 5.7, Biome 1.9, Vitest
  • WhatsApp — whatsapp-web.js (wwebjs), pairing-code auth
  • Infra — Native Debian 13, systemd units, no Docker

License

AGPL-3.0 — see docs/LICENSES.md.

This is not affiliated with TeleCRM. It is an independent, clean-room implementation of the documented API surface for self-hosted use.

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