Local Terminal CRM with Built-in MCP Server for Claude Integration

A developer has created a personal CRM tool that runs entirely in the terminal and stores data locally in SQLite. The key feature is its built-in MCP (Model Context Protocol) server, which allows Claude to directly interact with the CRM data.

Setup and Integration

The setup process is simple: claude mcp add crm -- crm mcp serve. Once configured, Claude gains access to 18 different tools for managing CRM data.

Key Features

• Local storage only - SQLite database at ~/.crm/crm.db
• Single binary with no cloud dependencies or accounts required
• Contact summaries that Claude maintains as "living dossiers"
• Claude reads contact summaries before meetings and updates them after

Workflow Example

After a meeting, you can tell Claude: "Had a great call with Jane, she wants to move forward, send proposal by Friday." Claude then:

• Logs the interaction
• Updates the deal stage
• Creates a follow-up task
• Updates Jane's summary with the new context

Available Tools

Claude can use the CRM to:

• Search contacts
• Log interactions
• Create deals
• Set follow-ups
• Maintain contact summaries

The tool is designed for developers who need a lightweight, privacy-focused CRM that integrates directly with their AI coding workflow.