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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Tools
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
idstringCompany ID (required for update, optional for get)
citystringCity
namestringCompany name (required for create, used as lookup for get)
sizestringCompany size bucketone of
solo · small · medium · largetagsarrayTags for segmentation
notesstringFree-form notes about the company
actionstringWhat to doone of
create · get · updatesourcestringWhere this company came fromone of
referral · organic · social · cold · partner · contactaddressstringStreet address
countrystringCountry code (default: DE)
websitestringCompany website URL
clientIdstringLink to external Client ID
industrystringIndustry vertical (e.g. SaaS, Manufacturing, Hospitality)
supportCodestringSupport code lookup (for get) or set (for create)
includeDealsbooleanInclude deals in get (default: true)
includeRevenuebooleanInclude revenue in get (default: true)
includeInteractionsbooleanInclude interactions in get (default: true)
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
tagstringFilter by tag
pagenumberPage number (default: 1)
stagestringFilter by lifecycle stageone of
lead · qualified · proposal · negotiation · won · activesortBystringSort order (default: created)one of
health · name · recent · createdsourcestringFilter by acquisition sourceone of
referral · organic · social · cold · partner · contactpageSizenumberItems per page (default: 20, max: 100)
maxHealthnumberMaximum health score (0-100)
minHealthnumberMinimum health score (0-100)
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
idstringContact ID (required for update)
namestringContact full name (required for add)
rolestringRole (CEO, CTO, Marketing, Admin)
emailstringEmail address (RFC 5321 max 254 chars)
notesstringFree-form notes about the contact
phonestringPhone number in any format
actionstringWhat to doone of
add · updatepositionstringJob title
companyIdstringCompany ID (required for add)
isPrimarybooleanPrimary contact (auto-unsets others)
telegramChatIdstringTelegram chat ID for direct messaging
isDecisionMakerbooleanMarks contact as a decision maker
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
pagenumberPage number (default: 1)
searchstringSearch in name/email
pageSizenumberItems per page (default: 20, max: 100)
companyIdstringFilter by company ID
isDecisionMakerbooleanFilter to decision makers only
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
idstringDeal ID (required for update)
notesstringFree-form notes about the deal
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.
actionstringWhat to doone of
create · updatecurrencystringCurrency (default: EUR)
companyIdstringCompany ID (required for create)
assignedTostringOwner / sales rep
lostReasonstringReason the deal was lost (only when stage=lost)
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-timeprobabilitynumberWin probability 0-100 (auto-set by stage if omitted)
productKeysarrayProducts (website-rent, ki-chatbot, etc.)
actualCloseDatestringActual close date when won/lost (ISO 8601)
expectedCloseDatestringExpected close date (ISO 8601)
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
pagenumberPage number (default: 1)
stagestringFilter by pipeline stageone of
lead · qualified · proposal · negotiation · won · activesortBystringSort order (default: created)one of
value · stage · updated · createdmaxValuenumberMaximum deal value
minValuenumberMinimum deal value
pageSizenumberItems per page (default: 20, max: 100)
companyIdstringFilter by company ID
assignedTostringFilter by assignee
crm_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
dealIdstringRelated deal
channelstringChannelone of
email · telegram · call · meeting · whatsapp · portalcontentstringWhat was discussed
subjectstringSubject line (for emails)
metadataobjectExtra data
companyIdstringCompany ID
contactIdstringSpecific contact person
directionstringWho initiatedone of
inbound · outboundcrm_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
limitnumberMax entries (default: 20)
channelstringFilter timeline to a specific communication channelone of
email · telegram · call · meeting · whatsapp · portalcompanyIdstringCompany ID
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
dealIdstringLink to specific deal
contentstringNote content
companyIdstringCompany ID
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
pagenumberPage number (default: 1)
authorstringFilter by author
dealIdstringFilter by deal ID
pageSizenumberItems per page (default: 20, max: 100)
companyIdstringFilter by company ID
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
periodstringReport period (default: month)one of
month · quarter · yearcompanyIdstringFilter to specific company
crm_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
idstringAlias for leadId
namestringContact name
pagenumberPage number (default: 1)
tagsarrayTags for the new company (for convert)
emailstringEmail address
phonestringPhone number
actionstringWhat to doone of
ingest · list · update · convertleadIdstringLead ID (required for update/convert)
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 · lostchannelstringChannel: website, whatsapp, telegram, email, phone
companystringCompany name
messagestringMessage/inquiry text
industrystringCompany industry (for convert)
metadataobjectRaw source data
pageSizenumberItems per page (default: 20, max: 100)
dealTitlestringDeal title (for convert)
dealValuenumberDeal value in EUR (for convert)
assignedTostringLead owner / sales rep
createDealbooleanAlso create a deal (for convert)
temperaturestringAuto-detected if omitted: kontaktform/briefing=hot, smartbot/referral=warm, outreach/social=cold, default=warmone of
hot · warm · coldcrm_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
idstringFollow-Up ID (required for complete)
typestringType (default: call)one of
call · email · meeting · task · remindertitlestringWhat to do (required for create)
actionstringWhat to doone of
create · list · completedealIdstringRelated deal
dueDatestringWhen — ISO date (required for create)
prioritystringPriority (default: normal)one of
low · normal · high · urgentcompanyIdstringCompany ID (required for create)
dueBeforestringOnly due before this date (ISO)
assignedTostringWho (defaults to CRM_DEFAULT_ASSIGNEE env var or "admin")
descriptionstringDetails
showCompletedbooleanInclude completed (default: false)
crm_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
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)
contactsarrayJSON array of contacts (use this OR csv, not both)
batchSizenumberBatch size (default: 100)
columnMapobjectCustom CSV column mapping: { "CSV Header": "fieldName" }
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
typestringAlias for entity (deprecated)one of
contacts · companies · deals · leadsentitystringWhat to exportone of
contacts · companies · deals · leadsformatstringExport format (default: json)one of
json · csvincludeContactsbooleanFor companies: include full contact details (default: false)
crm_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
idstringHandoff ID (for read/complete)
tostringRecipient (for create, default: claude-code)one of
cowork · claude-codetypestringType (for create)one of
task · info · question · reviewtitlestringTask title (for create)
actionstringWhat to doone of
list · read · complete · createcontentstringTask details (for create)
contextstringBackground context (for create)
prioritystringPriority (for create)one of
low · normal · high · urgentcrm_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
pagenumberPage number (default: 1)
limitnumberItems per page (default: 50, max: 100)
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)
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
keystringSpecific key to disconnect (e.g. stripe_secret_key)
actionstringWhat to do (default: connect)one of
connect · status · disconnectservicestringService to configure (for connect) or key to remove (for disconnect)one of
stripe · smtp · webhook · telegramFeatured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →Registryactive
TransportHTTP
UpdatedMay 3, 2026
