CRM MCP Server

A production-ready Model Context Protocol (MCP) server for Customer Relationship Management (CRM) functionality, built with TypeScript and SQLite.

🚀 Features

Core CRM Tools (18 Total)

• Contact Management: Add, update, search, list, and archive contacts
• Organization Management: Filter contacts by organization
• Contact History: Track, update, and manage interactions, calls, emails, meetings, and notes
• Entry Management: Full CRUD operations on contact history entries
• Todo Management: Add, update, filter, and track action items for contacts
• Data Export: CSV exports for contacts, history, and full CRM data
• Recent Activities: Track and retrieve recent CRM activities

Technical Excellence

• ✅ 100% Test Coverage - Comprehensive 3-phase test suite with database isolation
• ✅ Production Ready - Robust error handling and input validation
• ✅ High Performance - Optimized for bulk operations and large datasets
• ✅ Security Focused - SQL injection protection and input sanitization
• ✅ Edge Case Handling - Thoroughly tested boundary conditions
• ✅ Database Management - Safe archive/restore system with zero data loss
• ✅ Entry Management - Complete contact history CRUD with database scripts
• ✅ Modular Testing - Isolated test phases with automatic state management

📦 Installation

Prerequisites

• Node.js 18+
• npm or yarn

Setup

# Clone the repository
git clone 
cd mcp-crm

# Install dependencies
npm install

# Build the project
npm run build

# Start the server
npm run start:crm

🔧 Configuration

MCP Integration

Add to your .cursor/mcp.json or MCP client configuration:

{
  "mcpServers": {
    "mcp-crm": {
      "command": "node",
      "args": ["./build/crm-server.js"],
      "cwd": "/path/to/mcp-crm"
    }
  }
}

Database

• Location: data/crm.sqlite
• Type: SQLite 3
• Auto-created: Database and tables are automatically initialized
• Git Ignored: Database files and archives are excluded from version control for security and size reasons

🗄️ Database Management

The CRM system includes powerful database management commands for safely resetting, archiving, and restoring your data.

Quick Commands

# Reset database (archive current, create fresh)
npm run db:reset

# Archive current database (backup without reset)
npm run db:archive

# List all archived databases
npm run db:list

# Show current database statistics
npm run db:stats

# Contact entry management
npm run db:list-entries        # List all contact entries
npm run db:list-entries 1      # List entries for contact ID 1
npm run db:list-entries "" 10  # List 10 most recent entries (all contacts)
npm run db:view-entry 1        # View detailed entry
npm run db:delete-entry 1      # Delete entry by ID
npm run db:update-entry 1 content "Updated content"  # Update entry field