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StudioMeyer-CRM (verified)

MCP Server

AI-native CRM as MCP Server. 33 tools for contacts, pipeline, leads, follow-ups, health scores, revenue analytics, Stripe sync. Magic Link auth, EU hosted Frankfurt. Free tier.

工具数

公开资料未说明
JavaScriptHTTP团队协作

安装说明

本站只整理中文说明和来源信息,不托管安装包,也不代用户安装。

最后核验

2026/5/17 23:28

运行时

Node.js

快速接入

先看主来源和安装命令,再打开仓库或文档;下面只保留这个条目的关键接入事实。

命令预览

npx -y smithery mcp add cod-gb2l/StudioMeyer-CRM

详细介绍

StudioMeyer-CRM (verified)

AI-native CRM as MCP Server. 33 tools for contacts, pipeline, leads, follow-ups, health scores, revenue analytics, Stripe sync. Magic Link auth, EU hosted Frankfurt. Free tier.

Quick Start

# Connect this server (installs CLI if needed)
npx -y smithery mcp add cod-gb2l/StudioMeyer-CRM

# Browse available tools
npx -y smithery tool list cod-gb2l/StudioMeyer-CRM

# Get full schema for a tool
npx -y smithery tool get cod-gb2l/StudioMeyer-CRM crm_company

# Call a tool
npx -y smithery tool call cod-gb2l/StudioMeyer-CRM crm_company '{}'

Direct MCP Connection

Endpoint: https://studiomeyer-crm--cod-gb2l.run.tools

Tools (33)

  • crm_company — Create, get, or update a company. Actions: "create" (new company), "get" (full profile with contacts, deals, revenue — …
  • crm_list_companies — List all companies with filtering by stage, tag, source, health score. Sort by health, name, or recent activity.
  • crm_contact — Add or update a contact person. Actions: "add" (new contact to company), "update" (change existing by id). Mark as prim…
  • crm_contact_delete — Delete a contact person by ID. This is a hard delete — the contact will be permanently removed.
  • crm_list_contacts — List contacts with optional filters: by company, search term, decision makers only. Supports pagination.
  • crm_deal — Create or update a deal/opportunity. Actions: "create" (new deal for company), "update" (change stage/value/etc. by id)…
  • crm_get_pipeline — Pipeline overview: deals by stage with values, forecasts, MRR/ARR. "Pipeline?" → use this.
  • crm_list_deals — List deals with filtering by stage, company, assignee, value range. Sort by value, stage, updated, or created.
  • crm_log_interaction — Log a communication (call, email, meeting, etc.). Auto-updates lastInteractionAt on company.
  • crm_get_timeline — Full timeline of a company: interactions and notes merged chronologically.
  • crm_add_note — Quick note on a company or deal. Author defaults to CRM_DEFAULT_AUTHOR env var or "admin".
  • crm_list_notes — List notes with filtering by company, deal, or author. Supports pagination.
  • crm_sync_stripe — Sync revenue from Stripe subscriptions to CRM. Matches by email.
  • crm_revenue_report — Revenue analytics: MRR, ARR, growth, breakdown by company and product. "Revenue?" → use this.
  • crm_search — Full-text search across all CRM entities: companies, contacts, deals, interactions, notes, leads. Includes tags, produc…
  • crm_health_scores — Calculate health scores (0-100) for all companies based on activity, revenue, deals, contacts.
  • crm_dashboard — Full CRM dashboard: pipeline, MRR/ARR, health, activity, alerts. "Dashboard" or "CRM Status" → use this. Call this FIRS…
  • crm_stats — Aggregate CRM statistics: total contacts, deals by stage, pipeline value, leads by status/temperature, follow-up counts…
  • server_status — Check CRM server health, configuration, and capabilities. Call this first on new sessions.
  • crm_lead — Ingest, list, update, or convert leads. Actions: "ingest" (new lead from any source, auto-dedup), "list" (filter by sta…
  • crm_follow_up — Create, list, or complete follow-ups. Actions: "create" (schedule reminder), "list" (show open/overdue), "complete" (ma…
  • crm_import — Bulk import contacts from JSON array or CSV string. Auto-creates companies. Supports dedup by email/phone/name and dry-…
  • crm_export — Export CRM entities as JSON or CSV. Supports contacts, companies, deals, leads. "Export alle Deals als CSV" → use this.
  • crm_company_delete — Hard-delete a company and ALL related data (contacts, deals, notes, interactions, follow-ups). Irreversible!
  • crm_deal_delete — Delete a deal.
  • crm_note_delete — Delete a note.
  • crm_follow_up_delete — Delete a follow-up.
  • crm_lead_delete — Delete a lead. Cannot delete converted leads.
  • crm_interaction_delete — Delete an interaction (email, call, meeting log). Use for fixing mistakenly-logged interactions. Irreversible but recor…
  • crm_handoff — CRM-scoped async task queue between Claude Code and Cowork — DB-backed, tenant-isolated, part of the CRM audit log. Use…
  • crm_audit_log — View audit trail: who changed what, when. Filter by entity, entityId, action. Use relatedCompanyId to see the complet…
  • crm_guide — Interactive help and onboarding. Topics: quickstart, company, contacts, pipeline, leads, search, import, analytics, dai…
  • crm_connect — Securely configure API keys (Stripe, SMTP, Telegram, Webhooks) via browser form. Keys are encrypted (AES-256-GCM) and N…
# Get full input/output schema for a tool
npx -y smithery tool get cod-gb2l/StudioMeyer-CRM 

Resources

  • crm://pipeline — Current pipeline overview: deals by stage, forecast, MRR/ARR.
  • crm://dashboard — Full CRM overview: companies, pipeline, revenue, health, alerts.
  • crm://follow-ups — All open follow-ups sorted by priority and due date. Includes overdue count.

Prompts (3)

  • client-review (companyName) — Analyze a client: health score, revenue trend, last interaction, follow-ups, risk assessment.
  • daily-briefing — Morning briefing: new leads, overdue follow-ups, pipeline changes, alerts.
  • pipeline-forecast — Revenue forecast: pipeline weighted by probability, MRR trend, growth projection.

目录标签

目录标签

JavaScriptHTTP团队协作

接入字段

传输方式(transport,传输协议)

HTTP

鉴权方式(authType,认证方式)

unknown

运行时(runtime,运行环境)

Node.js

权限和风险

HTTPunknown部署方式未说明

接入前请确认传输方式、认证方式和部署位置,并根据实际工具能力限制访问范围。

安装前确认

不要直接授予不必要的文件、网络或账号权限;先核对安装命令和配置内容。

仍需确认:category

来源信息

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