Studiomeyer Crm

SSE

by studiomeyer-io

3 214 downloads Not rated yet MIT

GitHub Website

About

AI-native CRM as MCP Server — 33 tools for contact management, pipeline, leads, follow-ups, health scores, revenue analytics, CSV import/export. The only production-ready standalone MCP CRM. Free tier. OAuth 2.1. Hosted at crm.studiomeyer.io

Details

Transport: SSE
License: MIT

Explore

- OAuth 2.1 with PKCE S256 (RFC 8414, 7591, 9728, 7009)
- Database: Supabase EU (Frankfurt, Germany), SOC 2 Type II
- GDPR / DSGVO: EU data residency + Art. 15 access export and Art. 17 erasure as first-class tools
- Zero-Knowledge Credentials: AES-256-GCM encryption, browser-based entry
- Input Validation: Zod schemas on all 37 tools

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below

Plugin Name Studiomeyer Crm

Command (node, npx, python, etc.)

Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

JSON

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

From the repository

The README includes setup instructions such as npx mcp-remote https://crm.studiomeyer.io/mcp.

`crm_company`

Create, get, or update a company. Actions: "create" (new company), "get" (full profile with contacts, deals, revenue — lookup by id/name/supportCode), "update" (change fields by id). "Zeig mir Firma X" → action: get.

`crm_list_companies`

List all companies with filtering by stage, tag, source, health score. Sort by health, name, or recent activity.

`crm_contact`

Add or update a contact person. Actions: "add" (new contact to company), "update" (change existing by id). Mark as primary/decision maker.

`crm_contact_delete`

Delete a contact person by ID. This is a hard delete — the contact will be permanently removed.

`crm_list_contacts`

List contacts with optional filters: by company, search term, decision makers only. Supports pagination.

`crm_deal`

Create or update a deal/opportunity. Actions: "create" (new deal for company), "update" (change stage/value/etc. by id). Probability auto-sets by stage: lead(10%) → qualified(25%) → proposal(50%) → negotiation(75%) → won(100%).

`crm_get_pipeline`

Pipeline overview: deals by stage with values, forecasts, MRR/ARR. "Pipeline?" → use this.

`crm_list_deals`

List deals with filtering by stage, company, assignee, value range. Sort by value, stage, updated, or created.

`crm_log_interaction`

Log a communication (call, email, meeting, etc.). Auto-updates lastInteractionAt on company.

`crm_get_timeline`

Full timeline of a company: interactions and notes merged chronologically.

`crm_add_note`

Quick note on a company or deal. Author defaults to CRM_DEFAULT_AUTHOR env var or "admin".

`crm_list_notes`

List notes with filtering by company, deal, or author. Supports pagination.

`crm_sync_stripe`

Sync revenue from Stripe subscriptions to CRM. Matches by email.

`crm_revenue_report`

Revenue analytics: MRR, ARR, growth, breakdown by company and product. "Revenue?" → use this.

`crm_search`

Full-text search across all CRM entities: companies, contacts, deals, interactions, notes, leads. Includes tags, productKeys. German stemming + umlaut-folding + fuzzy. "Suche X im CRM" → use this.

`crm_health_scores`

Calculate health scores (0-100) for all companies based on activity, revenue, deals, contacts.

`crm_dashboard`

Full CRM dashboard: pipeline, MRR/ARR, health, activity, alerts. "Dashboard" or "CRM Status" → use this. Call this FIRST every session for the live overview. ⚠ If response includes isFirstTimeUser:true or onboardingHint, you MUST call crm_guide and offer the auto-load setup before responding to the user — they are a brand-new CRM user and need onboarding plus hook-setup explained proactively.

`crm_stats`

Aggregate CRM statistics: total contacts, deals by stage, pipeline value, leads by status/temperature, follow-up counts, interaction metrics. "CRM Statistiken" or "Zahlen" → use this.

`server_status`

Check CRM server health, configuration, and capabilities. Call this first on new sessions.

`crm_lead`

Ingest, list, update, or convert leads. Actions: "ingest" (new lead from any source, auto-dedup), "list" (filter by status/source), "update" (change lead fields — requires leadId/id), "convert" (lead → company + contact + optional deal). "Neue Leads?" → action: list.

`crm_follow_up`

Create, list, or complete follow-ups. Actions: "create" (schedule reminder), "list" (show open/overdue), "complete" (mark done). "Was steht an?" → action: list. "Erinnere mich" → action: create.

`crm_import`

Bulk import contacts from JSON array or CSV string. Auto-creates companies. Supports dedup by email/phone/name and dry-run mode. CSV auto-maps common DE+EN headers (Name, Email, Firma, etc.).

`crm_export`

Export CRM entities as JSON or CSV. Supports contacts, companies, deals, leads. "Export alle Deals als CSV" → use this.

`crm_company_delete`

Hard-delete a company and ALL related data (contacts, deals, notes, interactions, follow-ups). Irreversible!

`crm_deal_delete`

Delete a deal.

`crm_note_delete`

Delete a note.

`crm_follow_up_delete`

Delete a follow-up.

`crm_lead_delete`

Delete a lead. Cannot delete converted leads.

`crm_interaction_delete`

Delete an interaction (email, call, meeting log). Use for fixing mistakenly-logged interactions. Irreversible but recorded in the audit log with a full snapshot.

`crm_handoff`

CRM-scoped async task queue between Claude Code and Cowork — DB-backed, tenant-isolated, part of the CRM audit log. Use for tasks that belong to a customer or business context (e.g. "prepare proposal for MVC", "chase Stripe webhook on Deal X"). For free-form developer-to-developer messaging unrelated to CRM data, use the Nex Memory bridge (nex_learn with tag "for-claude-code") instead — that is separate and not persisted here. Actions: "list" (pending tasks), "read" (mark as read), "complete"…

`crm_audit_log`

View audit trail: who changed what, when. Filter by entity, entityId, action. Use `relatedCompanyId` to see the complete audit history for a company (includes entries logged against its deals, interactions, notes, follow-ups, and contacts — joins across tables automatically). "Wer hat was geaendert?" → use this. "Zeig mir die ganze Historie von Firma X" → relatedCompanyId.

`crm_guide`

Interactive help and onboarding. Topics: quickstart, company, contacts, pipeline, leads, search, import, analytics, daily, followups, resources, tips. Call without topic to see all available topics.

`crm_connect`

Securely configure API keys (Stripe, SMTP, Telegram, Webhooks) via browser form. Keys are encrypted (AES-256-GCM) and NEVER pass through this chat. Actions: "connect" (get browser link), "status" (show configured keys), "disconnect" (remove a key).

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "studiomeyer crm": {
            "studiomeyer-crm": {
                "command": "npx",
                "args": [
                    "mcp-remote",
                    "https://crm.studiomeyer.io/mcp"
                ]
            }
        }
    }
}

McpServers

{
    "studiomeyer-crm": {
        "command": "npx",
        "args": [
            "mcp-remote",
            "https://crm.studiomeyer.io/mcp"
        ]
    }
}

AI-native CRM as MCP Server. 37 tools, 3 resources, 3 prompts, and an interactive in-chat dashboard. No separate dashboard to log into — your AI is the interface.

---

A note from us

We have been building tools and systems for ourselves for the past two years. The fact that this repo is small and has few stars is not because it is new. It is because we only just decided to share what we have built. It is not a fresh experiment, it is a long story with a recent commit.

We love building things and sharing them. We do not love social media tactics, growth hacks, or chasing stars and followers. So this repo is small. The code is real, it gets used, issues get answered. Judge for yourself.

If it helps you, sharing, testing, and feedback help us. If it could be better, an issue is more useful. If you build something with it, tell us at [email protected]. That genuinely makes our day.

From a small studio in Palma de Mallorca.

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. When you want to see the pipeline, it renders an interactive dashboard right inside the chat.

A production-ready, EU-hosted, GDPR-native standalone MCP CRM. Not a bridge to HubSpot or Salesforce — a complete CRM that lives inside your AI workflow, with subject-rights (Art. 15 / Art. 17) built in as tools.

---

Quick Start

Option 1: Claude Desktop / Cowork

Add the server URL in Claude Desktop settings:

https://crm.studiomeyer.io/mcp

You'll receive a sign-in link via email to verify your identity — no passwords needed.

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 (37)

Discovery & insight

| Tool | Description |
|------|-------------|
| crm_schema | The CRM's own schema — entities, required-for-create fields, valid enums, relations. Call it before writing so the AI uses the right shape instead of guessing. |
| crm_attention | "What should I act on?" — overdue follow-ups, stale deals, deals missing a value, unconverted hot leads, each with a recommended next step. |

Core CRM

| 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 — renders the in-chat dashboard widget |
| crm_stats | Aggregate metrics |
| crm_sync_stripe | Sync revenue data from Stripe |
| crm_revenue_report | MRR/ARR/growth by company and product |
| crm_record_revenue | Record monthly revenue per company/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 (with a since filter for change-tracking) |
| crm_connect | Zero-knowledge credentials: configure integrations via browser |

Compliance (GDPR / DSGVO)

| Tool | Description |
|------|-------------|
| crm_gdpr | Subject rights by natural language — Art. 15 access export (the full record held for a data subject) and Art. 17 erasure (preview the cascade with dryRun, then erase), logged for the compliance trail |

Management — delete (with `dryRun` safety)

Every delete accepts dryRun: true to preview exactly what would be removed (including cascade) before you confirm. Deletes also snapshot the record into the audit log, so they are forensically restorable.

| 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 |
| crm_interaction_delete | Hard-delete a logged interaction |

System

| 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 |

Every tool returns structured output (structuredContent) alongside text, so hosts and the in-chat dashboard widget read typed results without re-parsing.

---

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 | 37 | ~10 | ~8 | ~5 |
| MCP-native | Yes | Wrapper | Wrapper | Yes |
| In-chat dashboard (MCP App) | Yes | No | No | No |
| Schema discovery tool | Yes | No | No | No |
| 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 |
| GDPR subject rights (Art. 15/17) | Yes | No | No | No |
| Safe deletes (dry-run preview) | 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 |
| EU-hosted (Frankfurt) | Yes | US | US | self-host |
| Hosted MCP | Yes | No | No | No |

---

Pricing

| Plan | Price | Included |
|------|-------|----------|
| Free | €0/mo | 37 tools, 200 calls/day, 1 user |
| Pro | €19/mo | 37 tools, 10K calls/day, priority support |
| Team | €39/mo | 37 tools, unlimited, 5 users, shared pipeline |

---

Security

- Magic Link Authentication — email verification on every sign-in. No passwords stored. You receive a single-use link that expires in 10 minutes. Nobody can access your data without proving email ownership.
- 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 enforced in the data layer, with a static CI gate that fails the build if a query forgets its tenant scope
- GDPR / DSGVO: EU data residency + Art. 15 access export and Art. 17 erasure as first-class tools
- Zero-Knowledge Credentials: AES-256-GCM encryption, browser-based entry
- Input Validation: Zod schemas on all 37 tools
- Audit Log: Every mutation tracked with tenant isolation; deletes snapshot the record for forensic restore

---

Built by StudioMeyer

AI and design studio in Mallorca, working with clients worldwide. Building AI tools since 2024.

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

---

About StudioMeyer

StudioMeyer is an AI and design studio based in Palma de Mallorca, working with clients worldwide. We build custom websites and AI infrastructure for small and medium businesses. Production stack on Claude Agent SDK, MCP and n8n, with Sentry, Langfuse and LangGraph for observability and an in-house guard layer.

License

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

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About

Details

Explore

Setting up with Highlight

From the repository

crm_company

crm_list_companies

crm_contact

crm_contact_delete

crm_list_contacts

crm_deal

crm_get_pipeline

crm_list_deals

crm_log_interaction

crm_get_timeline

crm_add_note

crm_list_notes

crm_sync_stripe

crm_revenue_report

crm_search

crm_health_scores

crm_dashboard

crm_stats

server_status

crm_lead

crm_follow_up

crm_import

crm_export

crm_company_delete

crm_deal_delete

crm_note_delete

crm_follow_up_delete

crm_lead_delete

crm_interaction_delete

crm_handoff

crm_audit_log

crm_guide

crm_connect

Claude Desktop / Cursor

McpServers

A note from us

What is this?

Quick Start

Option 1: Claude Desktop / Cowork

Option 2: Claude Code

Option 3: Cursor / VS Code / Windsurf / Zed

Option 4: MCPize

Tools (37)

Discovery & insight

Core CRM

Compliance (GDPR / DSGVO)

Management — delete (with dryRun safety)

System

Resources (3)

Prompts (3)

Search

What Makes This Different

Pricing

Security

Built by StudioMeyer

About StudioMeyer

License

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`crm_company`

`crm_list_companies`

`crm_contact`

`crm_contact_delete`

`crm_list_contacts`

`crm_deal`

`crm_get_pipeline`

`crm_list_deals`

`crm_log_interaction`

`crm_get_timeline`

`crm_add_note`

`crm_list_notes`

`crm_sync_stripe`

`crm_revenue_report`

`crm_search`

`crm_health_scores`

`crm_dashboard`

`crm_stats`

`server_status`

`crm_lead`

`crm_follow_up`

`crm_import`

`crm_export`

`crm_company_delete`

`crm_deal_delete`

`crm_note_delete`

`crm_follow_up_delete`

`crm_lead_delete`

`crm_interaction_delete`

`crm_handoff`

`crm_audit_log`

`crm_guide`

`crm_connect`

Management — delete (with `dryRun` safety)