MCP 服务器

studiomeyer-crm

AI-native CRM with 33 tools. Pipeline, leads, health scores, revenue analytics, CSV import/export.

README

StudioMeyer CRM

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

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

Search

3-phase search cascade for maximum recall:

Full-text search with German stemming (tsvector + GIN index)
Trigram fuzzy matching with unaccent + word_similarity
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