Studiomeyer Crm

Part of the StudioMeyer MCP Stack — Built in Mallorca 🌴 · ⭐ if you use it

StudioMeyer CRM

AI-native CRM as MCP Server. 37 tools, 4 resources, 3 prompts, and an interactive in-chat dashboard. No separate dashboard to log into — your AI is the interface.

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A note from us

We have been building tools and systems for ourselves for the past two years. The fact that this repo is small and has few stars is not because it is new. It is because we only just decided to share what we have built. It is not a fresh experiment, it is a long story with a recent commit.

We love building things and sharing them. We do not love social media tactics, growth hacks, or chasing stars and followers. So this repo is small. The code is real, it gets used, issues get answered. Judge for yourself.

If it helps you, sharing, testing, and feedback help us. If it could be better, an issue is more useful. If you build something with it, tell us at [email protected]. That genuinely makes our day.

From a small studio in Palma de Mallorca.

What is this?

StudioMeyer CRM is a headless contact server built as an MCP server. Instead of clicking through a CRM dashboard, you talk to your AI assistant — it manages companies, contacts, deals, leads, follow-ups, and revenue analytics for you. When you want to see the pipeline, it renders an interactive dashboard right inside the chat.

A production-ready, EU-hosted, GDPR-native standalone MCP CRM. Not a bridge to HubSpot or Salesforce — a complete CRM that lives inside your AI workflow, with subject-rights (Art. 15 / Art. 17) built in as tools.

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Quick Start

Option 1: Claude Desktop / Cowork

Add the server URL in Claude Desktop settings:

https://crm.studiomeyer.io/mcp

You'll receive a sign-in link via email to verify your identity — no passwords needed.

Option 2: Claude Code

claude mcp add crm --transport streamable-http https://crm.studiomeyer.io/mcp

Option 3: Cursor / VS Code / Windsurf / Zed

npx mcp-remote https://crm.studiomeyer.io/mcp

Option 4: MCPize

https://mcpize.com/mcp/studiomeyer-crm

Subscribe and connect via the MCPize gateway.

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Tools (37)

Discovery & insight

Tool	Description
crm_schema	The CRM's own schema — entities, required-for-create fields, valid enums, relations. Call it before writing so the AI uses the right shape instead of guessing.
crm_attention	"What should I act on?" — overdue follow-ups, stale deals, deals missing a value, unconverted hot leads, each with a recommended next step.

Core CRM

Tool	Description
crm_company	Create, get, or update a company
crm_list_companies	List companies with filters, pagination, sorting
crm_contact	Add or update contacts
crm_list_contacts	List contacts with filters
crm_deal	Create or update deals (auto-probability by stage)
crm_list_deals	List deals with filters
crm_get_pipeline	Pipeline view: deals by stage, forecast, MRR/ARR
crm_log_interaction	Log emails, calls, meetings (auto-updates lastInteractionAt)
crm_get_timeline	Chronological timeline of interactions + notes
crm_add_note	Add notes to companies or deals
crm_list_notes	List notes with filters
crm_lead	Ingest, list, update, or convert leads (auto-dedup, temperature detection)
crm_follow_up	Create, list, or complete follow-ups with priority and overdue tracking
crm_search	Full-text search across all entities (German + English stemming)
crm_health_scores	Health scores 0-100 with factor breakdown
crm_dashboard	Pipeline + MRR + health + activity + alerts in one call — renders the in-chat dashboard widget
crm_stats	Aggregate metrics
crm_sync_stripe	Sync revenue data from Stripe
crm_revenue_report	MRR/ARR/growth by company and product
crm_record_revenue	Record monthly revenue per company/product
crm_import	Bulk CSV/JSON import (auto-maps DE+EN headers, dedup, dry-run)
crm_export	CSV/JSON export: contacts, companies, deals, leads
crm_audit_log	Audit trail: who changed what, when (with a since filter for change-tracking)
crm_connect	Zero-knowledge credentials: configure integrations via browser

Compliance (GDPR / DSGVO)

Tool	Description
crm_gdpr	Subject rights by natural language — Art. 15 access export (the full record held for a data subject) and Art. 17 erasure (preview the cascade with dryRun, then erase), logged for the compliance trail

Management — delete (with dryRun safety)

Every delete accepts dryRun: true to preview exactly what would be removed (including cascade) before you confirm. Deletes also snapshot the record into the audit log, so they are forensically restorable.

Tool	Description
crm_company_delete	Hard-delete company + cascaded data
crm_contact_delete	Hard-delete contact
crm_deal_delete	Hard-delete deal
crm_note_delete	Hard-delete note
crm_lead_delete	Hard-delete lead
crm_follow_up_delete	Hard-delete follow-up
crm_interaction_delete	Hard-delete a logged interaction

System

Tool	Description
crm_guide	Interactive onboarding with 12 topics
crm_handoff	Task queue between Claude Code and Cowork
server_status	Server health and configuration

Resources (3)

Resource	Description
crm://pipeline	Current pipeline state
crm://dashboard	Dashboard overview
crm://follow-ups	Pending follow-ups

Prompts (3)

Prompt	Description
client-review	Weekly client review
daily-briefing	Morning briefing with priorities
pipeline-forecast	Revenue forecast

Every tool returns structured output (structuredContent) alongside text, so hosts and the in-chat dashboard widget read typed results without re-parsing.

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Search

3-phase search cascade for maximum recall:

1. Full-text search with German stemming (tsvector + GIN index)
2. Trigram fuzzy matching with unaccent + word_similarity
3. ILIKE prefix fallback

Searches across companies, contacts, interactions, deals, notes, leads, and tags. Perfect for DACH market with umlaut support.

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What Makes This Different

Feature	StudioMeyer CRM	HubSpot MCP	Pipedrive MCP	nxt3d/mcp-crm
Standalone CRM	Yes	Bridge only	Bridge only	SQLite PoC
Tools	37	~10	~8	~5
MCP-native	Yes	Wrapper	Wrapper	Yes
In-chat dashboard (MCP App)	Yes	No	No	No
Schema discovery tool	Yes	No	No	No
Pipeline + Deals	Yes	Via HubSpot	Via Pipedrive	No
Lead Management	Yes	Via HubSpot	Via Pipedrive	No
Follow-ups	Yes	No	No	No
CSV Import/Export	Yes	No	No	No
Revenue Analytics	Yes	Via HubSpot	Via Pipedrive	No
Health Scores	Yes	No	No	No
Audit Log	Yes	No	No	No
GDPR subject rights (Art. 15/17)	Yes	No	No	No
Safe deletes (dry-run preview)	Yes	No	No	No
Built-in Guide	12 topics	No	No	No
Stripe Sync	Yes	No	No	No
Zero-Knowledge Creds	Yes	No	No	No
EU-hosted (Frankfurt)	Yes	US	US	self-host
Hosted MCP	Yes	No	No	No

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Pricing

Plan	Price	Included
Free	€0/mo	37 tools, 50 companies, 200 contacts, 100 deals, 5,000 calls/day
Pro	€9/mo	37 tools, 500 companies, 5,000 contacts, 50,000 calls/day
Team	€19/mo	37 tools, unlimited records, 20 API keys, 100,000 calls/day

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Security

• Magic Link Authentication — email verification on every sign-in. No passwords stored. You receive a single-use link that expires in 10 minutes. Nobody can access your data without proving email ownership.
• OAuth 2.1 with PKCE S256 (RFC 8414, 7591, 9728, 7009)
• Database: Supabase EU (Frankfurt, Germany), SOC 2 Type II
• Multi-tenant: Shared-table isolation enforced in the data layer, with a static CI gate that fails the build if a query forgets its tenant scope
• GDPR / DSGVO: EU data residency + Art. 15 access export and Art. 17 erasure as first-class tools
• Zero-Knowledge Credentials: AES-256-GCM encryption, browser-based entry
• Input Validation: Zod schemas on all 37 tools
• Audit Log: Every mutation tracked with tenant isolation; deletes snapshot the record for forensic restore

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Built by StudioMeyer

AI and design studio in Mallorca, working with clients worldwide. Building AI tools since 2024.

• Website
• CRM Landing Page
• Memory Server
• GEO Server
• Crew Server

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About StudioMeyer

StudioMeyer is an AI and design studio based in Palma de Mallorca, working with clients worldwide. We build custom websites and AI infrastructure for small and medium businesses. Production stack on Claude Agent SDK, MCP and n8n, with Sentry, Langfuse and LangGraph for observability and an in-house guard layer.

License

MIT — see LICENSE. This repository contains documentation only. The CRM server is hosted at crm.studiomeyer.io.