crm-cli

httpnone★ 26productivity

A local-first personal CRM for the terminal â manage contacts, deals, interactions, and tasks from Claude with 18 built-in tools, all stored in a local SQLite file.

github ↗

Install

How to run this server

No install command recorded.

server path: crm-cli

Tools

What this server exposes

crm_person_search

Search people by name, email, tag, org

crm_person_get

Get full details for a person

crm_person_create

Create a new person

crm_person_update

Update person fields

crm_person_delete

Delete (archive) a person

crm_person_relate

Create relationship between people

crm_org_search

Search organizations

crm_org_get

Get org details with members

crm_interaction_log

Log a call, email, meeting, or note

crm_interaction_list

List interactions for a person

crm_search

Cross-entity full-text search

crm_context

Full person briefing

crm_deal_create

Create a deal

crm_deal_update

Update deal stage/fields

crm_task_create

Create a task

crm_task_list

List open tasks

crm_tag_apply

Apply a tag

crm_stats

CRM summary stats

Configuration

Environment & auth

authnone

Resources

githubhttps://github.com/jdanielnd/crm-cli ↗