StudioMeyer CRM: Contacts, Deals, and Pipeline — by Voice Instead of Dashboard

Most CRM systems are built for enterprises. Dozens of menus, mandatory fields for things you don't need, and per-seat pricing. For freelancers, small agencies, and solo entrepreneurs, that's overkill.

StudioMeyer CRM is an MCP server. No dashboard, no app, no interface -- you talk directly to Claude, and Claude manages your contacts, deals, and pipeline. Everything through natural language.

How does a CRM without an interface work?

Instead of filling out forms, you simply tell Claude what you need:

• "Create company Mueller GmbH, industry IT, website mueller-gmbh.de"
• "New deal: Website Redesign for Mueller, 5,000 EUR, stage proposal"
• "Show me the pipeline"
• "Which follow-ups are overdue?"

Claude runs the CRM tools in the background. You see the results directly in the chat -- formatted, sorted, with all relevant details.

30 Tools for the complete CRM workflow

Installation

Option 1: Hosted (get started immediately)

https://crm.studiomeyer.io/mcp

Paste the URL into Claude Desktop, OAuth login, done. We handle the database and hosting.

Option 2: Self-hosted

git clone https://github.com/studiomeyer-io/mcp-crm
cd mcp-crm && npm install
cp .env.example .env  # Add DATABASE_URL
npm run db:push && npm start

Claude Desktop configuration:

{
  "mcpServers": {
    "crm": {
      "command": "node",
      "args": ["/path/to/mcp-crm/dist/server.js"],
      "env": {
        "DATABASE_URL": "postgresql://...",
        "CRM_TENANT": "my-company"
      }
    }
  }
}

What you can actually do with it

Morning routine (2 minutes)

"Give me the daily briefing."

Claude shows you: new leads since yesterday, overdue follow-ups (sorted by priority), pipeline overview, and alerts (inactive companies, at-risk health scores). One command instead of ten clicks.

Client management

"Log a call with Mueller GmbH -- discussed timeline, next step is proposal by Friday."

Claude creates the interaction, automatically sets a follow-up, and updates the last contact timestamp. The timeline later shows all interactions and notes chronologically.

Pipeline at a glance

"How's the pipeline looking?"

Claude delivers an overview of all deals, grouped by stage (Lead, Qualified, Proposal, Negotiation, Won, Lost). With weighted probability per stage and MRR/ARR calculation from your deal values.

Stripe integration

If you use Stripe: One command syncs your active subscriptions. For new Stripe customers, a company, contact, and deal are automatically created.

"Sync Stripe."

After that, the revenue report shows: MRR, ARR, growth, and breakdown by customer.

The intelligent search

Search works in three phases:

1. German full-text search -- Finds "consulting" even when "consult" is stored (stemming)
2. Fuzzy matching -- Handles typos: "Meuller" finds "Mueller". Umlauts are automatically resolved
3. Prefix search -- Finds partial terms as a final fallback

The search covers all seven entity types simultaneously: companies, contacts, deals, interactions, notes, leads, and tags.

Health Scores: Which clients need attention?

Every company automatically gets a health score from 0 to 100. The score is based on:

• Last interaction (when was the last contact?)
• Active deals (are there ongoing business relationships?)
• Follow-up discipline (are tasks being completed?)
• Communication frequency (how regular is the contact?)

Companies below 40 points get a warning in the dashboard. So you never forget a client.

Import and export

Import

• CSV or JSON -- Automatic column recognition for German and English headers
• HubSpot import -- 15 column mappings (First+Last Name, Job Title, Company Domain, etc.)
• Pipedrive import -- 7 column mappings
• Dry-run mode -- Preview without actually importing
• Duplicate detection -- Prevents double entries

Export

Export contacts, companies, deals, or leads as CSV or JSON. Maximum 10,000 rows per export.

The built-in guide

On first start, simply type: "Show me the CRM guide."

Claude explains 12 topics interactively: from the first five minutes (create company, contact, deal, dashboard, follow-up) to advanced features like Stripe sync, health scores, and pipeline forecast.

Tips for productive use

1. Start with five companies. Add your most important clients, each with a contact person and an active deal. Takes five minutes and you have a working pipeline immediately.

2. Log every interaction. A brief sentence is enough: "Call with Mueller, feedback on design was positive." Over time, a complete timeline emerges.

3. Use follow-ups as your task list. Instead of a separate to-do app: "Create follow-up: call Mueller, priority high, by Friday."

4. Automate leads. Through the webhook endpoint, leads can flow automatically from your website form or newsletter into the CRM.

5. Export monthly. A CSV export of your contacts as a backup and for analysis in Excel or Google Sheets.

Pricing

All 30 tools are available in every tier. The differences are in data volume and API rate.

Privacy

• EU hosting: Supabase, Frankfurt (Germany)
• Tenant isolation: Each user has separate, isolated data (Row Level Security)
• Self-hosting possible: Docker + your own PostgreSQL database
• Audit log: Complete tracking of who changed what and when

StudioMeyer CRM is built for business owners who don't need a complex CRM system -- but a fast one. No onboarding, no training, no interface to learn. You talk to Claude, Claude manages your clients. If you'd like to try it: The free version is enough to get started, and the built-in guide explains everything step by step.

crm.studiomeyer.io