# Simple CRM MCP Server

> A Model Context Protocol (MCP) server that provides an interface to manage contacts, leads, and deal stages in a CRM environment. Built with the FastMCP framework, this server allows AI assistants (like Claude) to search your database, create leads, and track revenue stats in real-time.

- **Type:** MCP server
- **Install:** `agentstack add mcp-mdjafirashraf-simple-crm-mcp-server`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [MdJafirAshraf](https://agentstack.voostack.com/s/mdjafirashraf)
- **Installs:** 0
- **Category:** [Databases](https://agentstack.voostack.com/c/databases)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [MdJafirAshraf](https://github.com/MdJafirAshraf)
- **Source:** https://github.com/MdJafirAshraf/Simple-CRM-MCP-Server

## Install

```sh
agentstack add mcp-mdjafirashraf-simple-crm-mcp-server
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# CRM Manager MCP Server

A Model Context Protocol (MCP) server that provides an interface to manage contacts, leads, and deal stages in a CRM environment. Built with the **FastMCP** framework, this server allows AI assistants (like Claude) to search your database, create leads, and track revenue stats in real-time.

## 🚀 Features

### **Tools**

Tools allow the AI to perform actions or fetch specific data based on user intent.

* **`Contacts`**: Search the database by name or email.
* **`create_lead`**: Programmatically add new entries to the contact list.
* **`update_deal_stage`**: Modify the status of active deals (e.g., moving from "Negotiation" to "Closed Won").

### **Resources**

Resources provide the AI with read-only context or "knowledge" documents.

* **`crm://contacts/all`**: A full dump of the contact database.
* **`crm://stats`**: A high-level summary of lead counts and total revenue.

---

## 🛠 Installation

1. **Clone the repository**:
```bash
git clone 
cd crm-server

```

2. **Install dependencies**:
Ensure you have Python 3.10+ installed.
```bash
pip install mcp

```

---

## 💻 Usage

### **Running Locally**

To start the server manually for testing:

```bash
python crm_server.py

```

### **Claude Desktop Integration**

To use this with Claude Desktop, add the following to your `claude_desktop_config.json`:

```json
{
  "mcpServers": {
    "crm-manager": {
      "command": "python",
      "args": ["/absolute/path/to/your/crm_server.py"]
    }
  }
}

```

---

## 📊 Data Schema

The server currently operates on a mock in-memory database with the following structure:

| Entity | Fields |
| --- | --- |
| **Contact** | `id`, `name`, `email`, `status` (Lead/Customer) |
| **Deal** | `id`, `contact_id`, `amount`, `stage` |

---

## 🧪 Example Prompts

Once connected, you can ask your AI assistant:

* "Search for Alice in the CRM."
* "Add a new lead: John Doe at john@doe.com."
* "What is our total revenue right now?" (This triggers the `crm://stats` resource).
* "Mark deal #1 as Closed Won."

---

## ⚖️ License

MIT

---

## Source & license

This open-source MCP server is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [MdJafirAshraf](https://github.com/MdJafirAshraf)
- **Source:** [MdJafirAshraf/Simple-CRM-MCP-Server](https://github.com/MdJafirAshraf/Simple-CRM-MCP-Server)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/mcp-mdjafirashraf-simple-crm-mcp-server
- Seller: https://agentstack.voostack.com/s/mdjafirashraf
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.