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.
📖 Read the full source: r/ClaudeAI
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