HAP CRM MCP Server

A simple CRM for AI agents, built as an MCP server and gated through the Human Agency Protocol.

@humanagencyp/crm-mcp — npm

What It Does

Four entities. Thirteen tools. One database file.

• Contacts — people you interact with (customers, leads, partners, vendors)
• Activities — what happened (emails, calls, meetings, notes, purchases)
• Deals — what's in play (pipeline stages, values, expected close)
• Tasks — what's next (follow-ups linked to contacts or deals)

Every write operation is gated through the HAP customers profile — your agent can only create contacts, log activities, or manage deals within the bounds you authorize.

Quick Start

With HAP Gateway

The CRM is available as a built-in integration. Go to Integrations in the gateway UI, activate CRM, and you're done. No configuration needed.

Standalone

npx @humanagencyp/crm-mcp@latest

This starts the MCP server with a SQLite database at ~/.hap/crm.db.

For Postgres:

DATABASE_URL=postgres://user:pass@host:5432/mydb npx @humanagencyp/crm-mcp@latest

Tools

Contacts

| Tool | Description | |------|-------------| | create_contact | Create a new contact (name, email, phone, company, role, type, stage, tags) | | find_contacts | Search by name, email, company, type, or stage | | update_contact | Update any contact field | | delete_contact | Delete a contact and all related activities, deals, tasks |

Activities

| Tool | Description | |------|-------------| | log_activity | Log an interaction (email, call, meeting, note, purchase) | | get_timeline | Get activity history for a contact |

Deals

| Tool | Description | |------|-------------| | create_deal | Create a deal (title, value, currency, stage, expected close) | | update_deal | Update deal stage, value, or other fields | | get_pipeline | View deals by stage |

Tasks

| Tool | Description | |------|-------------| | create_task | Create a task linked to a contact or deal | | list_tasks | List tasks by status, contact, deal, or assignee | | complete_task | Mark a task as done |

Export

| Tool | Description | |------|-------------| | export_crm | Full JSON export of all contacts, activities, deals, tasks |

Database

SQLite (default) — zero config. Data stored at ~/.hap/crm.db. Auto-backup to crm.backup.db daily.

Postgres — set DATABASE_URL to a connection string. For teams where multiple gateways need shared access.

Schema is created automatically on first start.

HAP Profile

This server is gated through the customers profile:

• Bounds — contact_create_daily_max, contact_modify_daily_max, activity_create_daily_max, deal_create_daily_max
• Context — contact_type (customer, lead, partner, vendor), access_level (read, write)
• Paths — customers-read (24h), customers-write (8h), customers-delete (2h)

License

MIT

See humanagencyprotocol.org for the full protocol specification.