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:

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.

• Website
• CRM Landing Page
• Memory Server
• GEO Server
• Crew Server

---

License

MIT — see LICENSE. This repository contains documentation only. The CRM server is hosted at crm.studiomeyer.io.