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 |
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.
License
Proprietary. This repository contains documentation only.The CRM server is hosted at crm.studiomeyer.io.
