StudioMeyer CRM
io.studiomeyer/crm
33 toolsHTTPregistry active
Summary
Built specifically for Claude integration, this CRM gives you 33 tools to manage your sales pipeline without leaving your AI workflow. You get full CRUD on leads, deals, and pipeline stages, plus direct Stripe sync for payment tracking. OAuth 2.1 handles auth, and it runs over streamable HTTP so you can connect remotely. The free tier makes it easy to spin up if you're tired of context switching between your assistant and a separate CRM dashboard. Reach for this when you want your deal tracking and customer data queryable directly in your Claude conversations.
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Public tool metadata for what this MCP can expose to an agent.
33 tools
crm_companyCreate, 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.17 params
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.
Parameters* required
actionstringWhat to doone of
create · get · updateaddressstringStreet address
citystringCity
clientIdstringLink to external Client ID
countrystringCountry code (default: DE)
idstringCompany ID (required for update, optional for get)
includeDealsbooleanInclude deals in get (default: true)
includeInteractionsbooleanInclude interactions in get (default: true)
includeRevenuebooleanInclude revenue in get (default: true)
industrystringIndustry vertical (e.g. SaaS, Manufacturing, Hospitality)
namestringCompany name (required for create, used as lookup for get)
notesstringFree-form notes about the company
sizestringCompany size bucketone of
solo · small · medium · largesourcestringWhere this company came fromone of
referral · organic · social · cold · partner · contactsupportCodestringSupport code lookup (for get) or set (for create)
tagsarrayTags for segmentation
websitestringCompany website URL
crm_list_companiesList all companies with filtering by stage, tag, source, health score. Sort by health, name, or recent activity.8 params
List all companies with filtering by stage, tag, source, health score. Sort by health, name, or recent activity.
Parameters* required
maxHealthnumberMaximum health score (0-100)
minHealthnumberMinimum health score (0-100)
pagenumberPage number (default: 1)
pageSizenumberItems per page (default: 20, max: 100)
sortBystringSort order (default: created)one of
health · name · recent · createdsourcestringFilter by acquisition sourceone of
referral · organic · social · cold · partner · contactstagestringFilter by lifecycle stageone of
lead · qualified · proposal · negotiation · won · activetagstringFilter by tag
crm_contactAdd or update a contact person. Actions: "add" (new contact to company), "update" (change existing by id). Mark as primary/decision maker.12 params
Add or update a contact person. Actions: "add" (new contact to company), "update" (change existing by id). Mark as primary/decision maker.
Parameters* required
actionstringWhat to doone of
add · updatecompanyIdstringCompany ID (required for add)
emailstringEmail address (RFC 5321 max 254 chars)
idstringContact ID (required for update)
isDecisionMakerbooleanMarks contact as a decision maker
isPrimarybooleanPrimary contact (auto-unsets others)
namestringContact full name (required for add)
notesstringFree-form notes about the contact
phonestringPhone number in any format
positionstringJob title
rolestringRole (CEO, CTO, Marketing, Admin)
telegramChatIdstringTelegram chat ID for direct messaging
crm_contact_deleteDelete a contact person by ID. This is a hard delete — the contact will be permanently removed.1 params
Delete a contact person by ID. This is a hard delete — the contact will be permanently removed.
Parameters* required
idstringContact ID to delete
crm_list_contactsList contacts with optional filters: by company, search term, decision makers only. Supports pagination.5 params
List contacts with optional filters: by company, search term, decision makers only. Supports pagination.
Parameters* required
companyIdstringFilter by company ID
isDecisionMakerbooleanFilter to decision makers only
pagenumberPage number (default: 1)
pageSizenumberItems per page (default: 20, max: 100)
searchstringSearch in name/email
crm_dealCreate 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%).15 params
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%).
Parameters* required
actionstringWhat to doone of
create · updateactualCloseDatestringActual close date when won/lost (ISO 8601)
assignedTostringOwner / sales rep
billingTypestringHow value is billed. "monthly" counts toward MRR as-is, "annual" is divided by 12 for MRR, "one-time" is excluded from MRR and tracked separately. Default: monthly.one of
monthly · annual · one-timecompanyIdstringCompany ID (required for create)
currencystringCurrency (default: EUR)
expectedCloseDatestringExpected close date (ISO 8601)
idstringDeal ID (required for update)
lostReasonstringReason the deal was lost (only when stage=lost)
notesstringFree-form notes about the deal
probabilitynumberWin probability 0-100 (auto-set by stage if omitted)
productKeysarrayProducts (website-rent, ki-chatbot, etc.)
stagestringPipeline stage (auto-sets default probability)one of
lead · qualified · proposal · negotiation · won · activetitlestringDeal title (required for create)
valuenumberDeal value in currency units. Interpreted as monthly recurring unless billingType says otherwise.
crm_get_pipelinePipeline overview: deals by stage with values, forecasts, MRR/ARR. "Pipeline?" → use this.1 params
Pipeline overview: deals by stage with values, forecasts, MRR/ARR. "Pipeline?" → use this.
Parameters* required
assignedTostringFilter by assignee
crm_list_dealsList deals with filtering by stage, company, assignee, value range. Sort by value, stage, updated, or created.8 params
List deals with filtering by stage, company, assignee, value range. Sort by value, stage, updated, or created.
Parameters* required
assignedTostringFilter by assignee
companyIdstringFilter by company ID
maxValuenumberMaximum deal value
minValuenumberMinimum deal value
pagenumberPage number (default: 1)
pageSizenumberItems per page (default: 20, max: 100)
sortBystringSort order (default: created)one of
value · stage · updated · createdstagestringFilter by pipeline stageone of
lead · qualified · proposal · negotiation · won · activecrm_log_interactionLog a communication (call, email, meeting, etc.). Auto-updates lastInteractionAt on company.8 params
Log a communication (call, email, meeting, etc.). Auto-updates lastInteractionAt on company.
Parameters* required
channelstringChannelone of
email · telegram · call · meeting · whatsapp · portalcompanyIdstringCompany ID
contactIdstringSpecific contact person
contentstringWhat was discussed
dealIdstringRelated deal
directionstringWho initiatedone of
inbound · outboundmetadataobjectExtra data
subjectstringSubject line (for emails)
crm_get_timelineFull timeline of a company: interactions and notes merged chronologically.3 params
Full timeline of a company: interactions and notes merged chronologically.
Parameters* required
channelstringFilter timeline to a specific communication channelone of
email · telegram · call · meeting · whatsapp · portalcompanyIdstringCompany ID
limitnumberMax entries (default: 20)
crm_add_noteQuick note on a company or deal. Author defaults to CRM_DEFAULT_AUTHOR env var or "admin".4 params
Quick note on a company or deal. Author defaults to CRM_DEFAULT_AUTHOR env var or "admin".
Parameters* required
authorstringWho wrote this note
companyIdstringCompany ID
contentstringNote content
dealIdstringLink to specific deal
crm_list_notesList notes with filtering by company, deal, or author. Supports pagination.5 params
List notes with filtering by company, deal, or author. Supports pagination.
Parameters* required
authorstringFilter by author
companyIdstringFilter by company ID
dealIdstringFilter by deal ID
pagenumberPage number (default: 1)
pageSizenumberItems per page (default: 20, max: 100)
crm_sync_stripeSync revenue from Stripe subscriptions to CRM. Matches by email.1 params
Sync revenue from Stripe subscriptions to CRM. Matches by email.
Parameters* required
companyIdstringSync only for specific company
crm_revenue_reportRevenue analytics: MRR, ARR, growth, breakdown by company and product. "Revenue?" → use this.2 params
Revenue analytics: MRR, ARR, growth, breakdown by company and product. "Revenue?" → use this.
Parameters* required
companyIdstringFilter to specific company
periodstringReport period (default: month)one of
month · quarter · yearcrm_searchFull-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.2 params
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.
Parameters* required
limitnumberMax results (default: 20)
querystringSearch query
crm_health_scoresCalculate health scores (0-100) for all companies based on activity, revenue, deals, contacts.2 params
Calculate health scores (0-100) for all companies based on activity, revenue, deals, contacts.
Parameters* required
maxScorenumberMaximum score (0-100)
minScorenumberMinimum score (0-100)
crm_dashboardFull 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 be...
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 be...
No parameter schema in public metadata yet.
crm_statsAggregate CRM statistics: total contacts, deals by stage, pipeline value, leads by status/temperature, follow-up counts, interaction metrics. "CRM Statistiken" or "Zahlen" → use this.
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.
No parameter schema in public metadata yet.
server_statusCheck CRM server health, configuration, and capabilities. Call this first on new sessions.
Check CRM server health, configuration, and capabilities. Call this first on new sessions.
No parameter schema in public metadata yet.
crm_leadIngest, 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.21 params
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.
Parameters* required
actionstringWhat to doone of
ingest · list · update · convertassignedTostringLead owner / sales rep
channelstringChannel: website, whatsapp, telegram, email, phone
companystringCompany name
createDealbooleanAlso create a deal (for convert)
dealTitlestringDeal title (for convert)
dealValuenumberDeal value in EUR (for convert)
emailstringEmail address
idstringAlias for leadId
industrystringCompany industry (for convert)
leadIdstringLead ID (required for update/convert)
messagestringMessage/inquiry text
metadataobjectRaw source data
namestringContact name
pagenumberPage number (default: 1)
pageSizenumberItems per page (default: 20, max: 100)
phonestringPhone number
sourcestringLead source: kontaktform, smartbot, outreach, email, referral, social, manual (required for ingest)
statusstringLead lifecycle status (also used as filter on action=list)one of
new · contacted · qualified · converted · losttagsarrayTags for the new company (for convert)
+1 more parameters. See the server's own documentation for the full schema.
crm_follow_upCreate, 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.12 params
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.
Parameters* required
actionstringWhat to doone of
create · list · completeassignedTostringWho (defaults to CRM_DEFAULT_ASSIGNEE env var or "admin")
companyIdstringCompany ID (required for create)
dealIdstringRelated deal
descriptionstringDetails
dueBeforestringOnly due before this date (ISO)
dueDatestringWhen — ISO date (required for create)
idstringFollow-Up ID (required for complete)
prioritystringPriority (default: normal)one of
low · normal · high · urgentshowCompletedbooleanInclude completed (default: false)
titlestringWhat to do (required for create)
typestringType (default: call)one of
call · email · meeting · task · remindercrm_importBulk 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.).7 params
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.).
Parameters* required
batchSizenumberBatch size (default: 100)
columnMapobjectCustom CSV column mapping: { "CSV Header": "fieldName" }
contactsarrayJSON array of contacts (use this OR csv, not both)
csvstringCSV content with header row (comma or semicolon separated). Use this OR contacts array.
dedupstringDeduplication field (default: email)one of
email · phone · namedryRunbooleanPreview without importing (default: false)
importSourcestringTag import source (e.g. "csv-upload", "website-scrape")
crm_exportExport CRM entities as JSON or CSV. Supports contacts, companies, deals, leads. "Export alle Deals als CSV" → use this.4 params
Export CRM entities as JSON or CSV. Supports contacts, companies, deals, leads. "Export alle Deals als CSV" → use this.
Parameters* required
entitystringWhat to exportone of
contacts · companies · deals · leadsformatstringExport format (default: json)one of
json · csvincludeContactsbooleanFor companies: include full contact details (default: false)
typestringAlias for entity (deprecated)one of
contacts · companies · deals · leadscrm_company_deleteHard-delete a company and ALL related data (contacts, deals, notes, interactions, follow-ups). Irreversible!1 params
Hard-delete a company and ALL related data (contacts, deals, notes, interactions, follow-ups). Irreversible!
Parameters* required
idstringCompany ID
crm_deal_deleteDelete a deal.1 params
Delete a deal.
Parameters* required
idstringDeal ID
crm_note_deleteDelete a note.1 params
Delete a note.
Parameters* required
idstringNote ID
crm_follow_up_deleteDelete a follow-up.1 params
Delete a follow-up.
Parameters* required
idstringFollow-Up ID
crm_lead_deleteDelete a lead. Cannot delete converted leads.1 params
Delete a lead. Cannot delete converted leads.
Parameters* required
idstringLead ID
crm_interaction_deleteDelete an interaction (email, call, meeting log). Use for fixing mistakenly-logged interactions. Irreversible but recorded in the audit log with a full snapshot.1 params
Delete an interaction (email, call, meeting log). Use for fixing mistakenly-logged interactions. Irreversible but recorded in the audit log with a full snapshot.
Parameters* required
idstringInteraction ID
crm_handoffCRM-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-devel...8 params
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-devel...
Parameters* required
actionstringWhat to doone of
list · read · complete · createcontentstringTask details (for create)
contextstringBackground context (for create)
idstringHandoff ID (for read/complete)
prioritystringPriority (for create)one of
low · normal · high · urgenttitlestringTask title (for create)
tostringRecipient (for create, default: claude-code)one of
cowork · claude-codetypestringType (for create)one of
task · info · question · reviewcrm_audit_logView 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)....6 params
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)....
Parameters* required
actionstringFilter by actionone of
create · update · delete · convert · complete · importentitystringFilter by entity typeone of
company · contact · deal · interaction · note · leadentityIdstringFilter by specific entity ID (exact match on the logged entity)
limitnumberItems per page (default: 50, max: 100)
pagenumberPage number (default: 1)
relatedCompanyIdstringCompany-wide audit view: returns all entries for the company itself PLUS all its related deals/interactions/notes/follow-ups/contacts. Use this for a complete timeline of what happened to a customer.
crm_guideInteractive help and onboarding. Topics: quickstart, company, contacts, pipeline, leads, search, import, analytics, daily, followups, resources, tips. Call without topic to see all available topics.1 params
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.
Parameters* required
topicstringHelp topic (e.g. "quickstart", "pipeline", "import"). Omit to list all topics.
crm_connectSecurely 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).3 params
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).
Parameters* required
actionstringWhat to do (default: connect)one of
connect · status · disconnectkeystringSpecific key to disconnect (e.g. stripe_secret_key)
servicestringService to configure (for connect) or key to remove (for disconnect)one of
stripe · smtp · webhook · telegramFeatured
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TransportHTTP
UpdatedMay 3, 2026
