crm-cli

★ 29

from jdanielnd

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

🔥🔥🔥✓ VerifiedFreeNeeds API keys

#email #automation #crm #database #git

crm — your contacts, in your terminal.

A local-first personal CRM that lives in your terminal. Manage contacts, organizations, interactions, deals, and tasks — all from the command line. Ships with a built-in MCP server so AI agents like Claude can read and update your CRM directly.

Single static binary. SQLite database. No cloud. No accounts. Your data stays on your machine.

Features

People & Organizations — contacts with full profiles, linked to companies
Interaction Log — track calls, emails, meetings, notes, and messages
Deals & Pipeline — sales opportunities with stages, values, and a pipeline view
Tasks — follow-ups with due dates, priorities, and completion tracking
Tags — labels on any entity for flexible organization
Relationships — person-to-person links (colleague, mentor, referred-by, …)
Full-Text Search — find anything across all entities instantly
Context Briefing — one command to get everything about a person before a meeting
AI-Ready — built-in MCP server for Claude and other AI agents
Multiple Output Formats — table, JSON, CSV, TSV — pipe into anything
Zero Dependencies — single binary, pure-Go SQLite, runs anywhere

Commands

People

Copy & paste — that's it

crm person add "Jane Smith" --email jane@example.com --phone 555-1234 --org 1
crm person list                          # all contacts
crm person list --tag vip --limit 10     # filtered
crm person show 1                        # full details
crm person edit 1 --title "CTO" --company "Acme Corp"
crm person delete 1                      # soft-delete (recoverable)

Organizations

Copy & paste — that's it

crm org add "Acme Corp" --domain acme.com --industry SaaS
crm org list
crm org show 1 --with-people             # show org + its members
crm org edit 1 --domain acme.io
crm org delete 1

Interactions

Copy & paste — that's it

crm log call 1 --subject "Discussed roadmap" --content "Agreed on Q2 timeline"
crm log email 1 --subject "Follow-up" --direction outbound
crm log meeting 1 2 --subject "Product demo" --at "2026-03-05 14:00"
crm log note 1 --subject "Quick check-in" --content "Seemed interested"
crm log list --person 1 --limit 5        # recent interactions with person

Deals

Copy & paste — that's it

crm deal add "Website Redesign" --value 15000 --person 1 --stage proposal
crm deal list --open                     # exclude won/lost
crm deal list --stage proposal
crm deal show 1
crm deal edit 1 --stage won --closed-at 2026-03-15
crm deal delete 1
crm deal pipeline                        # summary by stage

Tasks

Copy & paste — that's it

crm task add "Follow up on proposal" --person 1 --due 2026-03-14 --priority high
crm task list                            # open tasks
crm task list --overdue                  # past due
crm task list --all                      # include completed
crm task show 1
crm task edit 1 --priority medium
crm task done 1                          # mark completed
crm task delete 1

Relationships

Copy & paste — that's it

crm person relate 1 2 --type colleague --notes "Met at ReactConf"
crm person relationships 1               # list all relationships
crm person unrelate 1                    # remove by relationship ID

Relationship types: colleague, friend, manager, mentor, referred-by

Search

Copy & paste — that's it

crm search "jane"                        # searches people, orgs, interactions, deals
crm search "roadmap" --type interaction  # filter by entity type

Context Briefing

Copy & paste — that's it

crm context 1                            # full briefing by person ID
crm context "Jane Smith"                 # or by name

Returns person profile, organization, recent interactions, open deals, pending tasks, relationships, and tags — everything you need before a meeting.

Dashboard

Copy & paste — that's it

crm status

Shows contact/org counts, open deals with total value, task counts, overdue items, pipeline breakdown, and recent activity.

Output Formats

Every command supports --format / -f:

Copy & paste — that's it

crm person list                          # table (default in TTY)
crm person list -f json                  # JSON (default when piped)
crm person list -f csv                   # CSV
crm person list -f tsv                   # TSV

Use -q / --quiet for minimal output (just IDs), useful for scripting:

Copy & paste — that's it

crm person list --tag vip -q | xargs -I{} crm tag apply person {} "priority"

Piping & Composition

crm follows Unix conventions — data to stdout, messages to stderr, structured exit codes — so it plays well with other tools:

Copy & paste — that's it

# Bulk tag everyone at an org
crm person list -f json | jq '.[] | select(.org_id == 1) | .id' | xargs -I{} crm tag apply person {} "acme-team"

# Interactive selection with fzf
crm person list -f tsv | fzf | cut -f1 | xargs crm person show

# Export contacts to CSV
crm person list -f csv > contacts.csv

# Overdue task notifications
crm task list --overdue -f json | jq -r '.[] | "OVERDUE: \(.title)"'

Exit codes: 0 success, 1 error, 2 usage, 3 not found, 4 conflict, 10 database error.

AI Integration (MCP Server)

crm includes a built-in MCP server so AI agents can query and update your CRM over a structured protocol.

Claude Code

Copy & paste — that's it

claude mcp add crm -- crm mcp serve

Then copy AGENT.md into your project as CLAUDE.md so Claude knows how to use the CRM effectively.

Claude Desktop (macOS)

Open the config file at ~/Library/Application Support/Claude/claude_desktop_config.json
Add the CRM server (if the file already has other servers, add the "crm" entry inside the existing mcpServers object):

Copy & paste — that's it

{
  "mcpServers": {
    "crm": {
      "command": "/opt/homebrew/bin/crm",
      "args": ["mcp", "serve"]
    }
  }
}

Note: Use the full path to the binary. Homebrew on Apple Silicon installs to /opt/homebrew/bin/crm, on Intel Macs to /usr/local/bin/crm. Run which crm to find yours.

Restart Claude Desktop
Create a new Project, click the project settings, and paste the contents of AGENT.md into the project instructions. This teaches Claude when to log interactions, how to maintain contact summaries, tagging conventions, and more.

Available Tools

Tool	Description
`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

Example AI Workflow

After a meeting, tell Claude:

"Just had a great meeting with Jane. We agreed on the timeline, she'll sign next week."

Claude can:

Log the interaction with crm_interaction_log
Update the deal stage with crm_deal_update
Create a follow-up task with crm_task_create
Update Jane's summary with crm_person_update

The summary field on contacts acts as a living dossier that AI agents maintain — reading it before meetings for context, updating it after interactions with new facts and preferences.

Building from Source

Copy & paste — that's it

git clone https://github.com/jdanielnd/crm-cli.git
cd crm-cli
go build -o crm ./cmd/crm
go test ./...

Requires Go 1.23+. No CGO — builds anywhere Go runs.

Tech Stack

Component	Choice
Language	Go
Database	SQLite via modernc.org/sqlite (pure Go, no CGO)
CLI	Cobra
MCP	mcp-go
Search	SQLite FTS5

License

MIT

Copy & paste — that's it

# Homebrew (macOS/Linux)
brew install jdanielnd/tap/crm

# Go
go install github.com/jdanielnd/crm-cli/cmd/crm@latest

# Or download a binary from GitHub Releases
# https://github.com/jdanielnd/crm-cli/releases

Install

Copy & paste — that's it

# Homebrew (macOS/Linux)
brew install jdanielnd/tap/crm

# Go
go install github.com/jdanielnd/crm-cli/cmd/crm@latest

# Or download a binary from GitHub Releases
# https://github.com/jdanielnd/crm-cli/releases

Quick Start

Copy & paste — that's it

# Add a company
crm org add "Acme Corp" --domain acme.com

# Add a contact and link them to the org
crm person add "Jane Smith" --email jane@example.com --org 1

# Log a call
crm log call 1 --subject "Intro call"

# Get a full briefing before your next meeting
crm context 1

# See your dashboard
crm status

Configuration

The database lives at ~/.crm/crm.db by default. Override with:

Copy & paste — that's it

# Flag (highest priority)
crm --db /path/to/crm.db person list

# Environment variable
export CRM_DB=/path/to/crm.db

The database and directory are auto-created on first use.

iCloud Sync (macOS)

Point your database to iCloud Drive for automatic backup across machines:

Copy & paste — that's it

export CRM_DB="$HOME/Library/Mobile Documents/com~apple~CloudDocs/crm/crm.db"

SQLite WAL mode handles concurrent reads well, but avoid writing from two machines simultaneously.

crm — your contacts, in your terminal.

Features

Commands

People

Organizations

Interactions

Deals

Tasks

Tags

Relationships

Search

Context Briefing

Dashboard

Output Formats

Piping & Composition

AI Integration (MCP Server)

Claude Code

Claude Desktop (macOS)

Available Tools

Example AI Workflow

Building from Source

Tech Stack

License

Install

Quick Start

Configuration

iCloud Sync (macOS)