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@maxnate/crm-core

v0.1.0

Published

Framework-agnostic CRM provider abstraction. Define adapters, register providers, sync contacts and deals — zero runtime dependencies.

Readme

@maxnate/crm-core

Zero-dependency TypeScript library for building CRM provider plugins. Define adapters, register providers, sync contacts — framework-agnostic, works in Node.js, Edge, Deno, and Bun.

npm install @maxnate/crm-core

Why crm-core?

| Concern | crm-core handles | You handle | |---|---|---| | Provider interface | CrmProviderAdapter with lifecycle hooks | Implementing per provider | | Registry | createCrmProviderRegistry() — register, configure, route | Wiring tenancy + persistence | | Tenant isolation | Per-tenant config + idempotency | Providing ConfigStore + CrmIdempotencyStore | | Idempotency | Pluggable store with TTL (CRM_IDEMPOTENCY_KEY_TTL_SECONDS) | Backing store (Redis/DB) | | Errors | CrmProviderError, CrmIdempotencyKeyError | Catching + reporting |

Available Providers

| Package | Provider | Capabilities | |---|---|---| | @maxnate/provider-hubspot | HubSpot | Contact upsert, search, property mapping |

Additional providers (Salesforce, Pipedrive, Zoho, ActiveCampaign) can be added by implementing CrmProviderAdapter.

Quick Start

import { createCrmProviderRegistry } from '@maxnate/crm-core'
import { HubSpotCrmProvider } from '@maxnate/provider-hubspot'

const registry = createCrmProviderRegistry({
  configStore: myConfigStore,
  secretsCodec: mySecretsCodec,
  idempotencyStore: myIdempotencyStore  // optional, in-memory by default
})

registry.register(new HubSpotCrmProvider())

await registry.configureProvider('tenant-1', {
  id: 'hubspot', name: 'HubSpot', enabled: true,
  credentials: { accessToken: process.env.HUBSPOT_TOKEN! },
  propertyMap: { firstName: 'firstname', lastName: 'lastname' }
})

const result = await registry.upsertContact('tenant-1', 'hubspot', {
  email: '[email protected]',
  firstName: 'Jane',
  lastName: 'Doe',
  attributes: { lead_source: 'web' }
})

Architecture

@maxnate/crm-core               ← This package (interface + registry + errors)
  @maxnate/provider-hubspot     ← Adapter implementing CrmProviderAdapter
  @maxnate/provider-*           ← Community adapters

Key Concepts

CrmProviderAdapter

interface CrmProviderAdapter {
  providerId: string
  providerName: string
  initialize(config: CrmProviderConfig): void | Promise<void>
  upsertContact(contact: Contact): Promise<UpsertContactResult>
  findContacts(query: ContactSearchQuery): Promise<ContactSearchResult>
  supportsFeature?(feature: keyof CrmProviderFeature): boolean
}

Registry (tenant-scoped)

registry.register(provider)                                    // Add a provider class
registry.unregister(providerId)                                // Remove
registry.get(providerId)                                       // Get adapter
registry.getAll()                                              // All registered adapters
registry.getEnabled(tenantId)                                  // Enabled for a tenant
registry.getConfig(tenantId, providerId)                       // Read config
registry.configureProvider(tenantId, config)                   // Persist + initialize
registry.upsertContact(tenantId, providerId, contact)          // Push contact
registry.findContacts(tenantId, providerId, query)             // Query contacts

Creating a Provider

import {
  BaseCrmProvider, Contact, UpsertContactResult,
  ContactSearchQuery, ContactSearchResult
} from '@maxnate/crm-core'

export class MyProvider extends BaseCrmProvider {
  providerId = 'my-provider'
  providerName = 'My Provider'

  async upsertContact(contact: Contact): Promise<UpsertContactResult> {
    // ... implement
  }

  async findContacts(query: ContactSearchQuery): Promise<ContactSearchResult> {
    // ... implement
  }
}

BaseCrmProvider provides default initialize and capability flags.

Plugin Integration

For Maxnate-platform users, install @maxnate/plugin-crm which exposes the crmModule capability via ctx.extend('crmModule', module) and ships an /admin/crm UI.

Webhooks

CRM webhook handling is provider-specific (HubSpot, Salesforce, and Pipedrive each use different signature schemes). crm-core does not currently provide a unified webhook handler — providers expose their own verification + parsing in their package documentation.

Requirements

  • Node.js >= 18 (or any runtime with Web Crypto API)
  • TypeScript 5.x recommended
  • Zero runtime dependencies

License

MIT