How do I install the crm cli mcp server?

This profile does not contain a verified copy-paste launch configuration. Follow the current project documentation to confirm the runtime, entry point, transport and authentication before registering it in your client.

What credentials does it need?

It reads `CRM_DB` from the environment. Store these in your client's env block or a secrets manager — never commit them to a repository — and grant the narrowest scope that still covers your use case.

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Crm Cli MCP Server

A local-first personal CRM that lives in your terminal. Manage contacts, organizations, interactions, deals, and tasks — all from the command line.

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What is the Crm Cli MCP Server?

A local-first personal CRM that lives in your terminal. Manage contacts, organizations, interactions, deals, and tasks — all from the command line. Ships with a

What you get

People & Organizations — — contacts with full profiles, linked to companies
Interaction Log — — track calls, emails, meetings, notes, and messages
Deals & Pipeline — — sales opportunities with stages, values, and a pipeline view
Tasks — — follow-ups with due dates, priorities, and completion tracking
Tags — — labels on any entity for flexible organization
Relationships — — person-to-person links (colleague, mentor, referred-by, …)

More MCP options

Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.

Maintainer setup documentation.

Recorded tools

Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.

Tool	What it does
crm_person_search	Search people by name, email, tag, org
crm_person_get	Get full details for a person
crm_person_create	Create a new person
crm_person_update	Update person fields
crm_person_delete	Delete (archive) a person
crm_person_relate	Create relationship between people
crm_org_search	Search organizations
crm_org_get	Get org details with members
crm_interaction_log	Log a call, email, meeting, or note
crm_interaction_list	List interactions for a person
crm_search	Cross-entity full-text search
crm_context	Full person briefing
crm_deal_create	Create a deal
crm_deal_update	Update deal stage/fields
crm_task_create	Create a task
crm_task_list	List open tasks
crm_tag_apply	Apply a tag
crm_stats	CRM summary stats

How to install the Crm Cli MCP Server

{
  "mcpServers": {
    "crm": {
      "command": "/opt/homebrew/bin/crm",
      "args": [
        "mcp",
        "serve"
      ]
    }
  }
}

From the project documentation. Replace placeholders and example paths before connecting.

Example prompts to try

“Use Crm Cli to crm person search.”
“Use Crm Cli to crm person get.”
“Use Crm Cli to crm person create.”

Frequently asked questions

A local-first personal CRM that lives in your terminal. Manage contacts, organizations, interactions, deals, and tasks — all from the command line. Ships with a Confirm the tools offered by your installed version in the connected client. Tool availability and permissions depend on the server and account configuration.