MCP Personal CRM

An MCP (Model Context Protocol) server for managing a personal CRM. Use it with Claude Desktop to track contacts, log interactions, and set reminders.

Features

Tools

• add_contact - Add a new contact with name, email, company, notes, and tags
• update_contact - Update an existing contact's information
• search_contacts - Search contacts by name, email, company, notes, or tags
• log_interaction - Log meetings, calls, emails, and other interactions
• get_contact_history - View a contact's complete interaction history
• add_reminder - Set reminders for follow-ups, birthdays, meetings, etc.

Resources

• crm://contacts - List all contacts (with pagination)
• crm://contacts/tag/{tag} - Filter contacts by tag
• crm://reminders - View upcoming reminders

Installation

Prerequisites

• Node.js 18+
• npm or pnpm

Build from source

git clone https://github.com/abbudjoe/mcp-personal-crm.git
cd mcp-personal-crm
npm install
npm run build

Claude Desktop Setup

Add this to your Claude Desktop config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

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

Replace /absolute/path/to/mcp-personal-crm with the actual path where you cloned the repo.

Then restart Claude Desktop.

Usage Examples

Once connected to Claude Desktop, you can ask things like:

Adding Contacts

"Add a contact for John Smith at Acme Corp, email john@acme.com, tag him as investor and vip"

Searching

"Find all my contacts at Google" "Who are my VIP contacts?"

Logging Interactions

"Log that I had a call with John Smith today, discussed the Q4 roadmap" "I just had coffee with Sarah, add that as an interaction"

Setting Reminders

"Remind me to follow up with John Smith on March 15th" "Set a reminder to send birthday wishes to Sarah on December 5th"

Viewing History

"What's my interaction history with John Smith?" "Show me all my upcoming reminders"

Data Storage

Data is stored in a SQLite database at:

• macOS/Linux: ~/.mcp-personal-crm/crm.db
• Windows: %USERPROFILE%\.mcp-personal-crm\crm.db

Development

Run tests

npm test

Watch mode

npm run test:watch

Build

npm run build

Architecture

src/
├── index.ts      # MCP server setup, tools, and resources
└── database.ts   # SQLite database layer with all CRUD operations

The server uses:

• @modelcontextprotocol/sdk - Official MCP SDK
• better-sqlite3 - Fast, synchronous SQLite3 for Node.js
• zod - Schema validation for tool inputs

License

MIT