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agentic-crm

The CRM your AI agents actually run — local-first, MCP-native, one autonomous agent per customer. 82 MCP tools for Claude Code, Codex & Cursor.

build.protocol_tooling.mcp#crm#agentic-crm#ai-crm#mcp#mcp-server#model-context-protocol#local-first#ai-agent#claude#claude-code
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Install agentic-crm in your MCP client

agentic-crm is a Model Context Protocol server. Add it to your MCP client config once, restart, and the server's tools become available to your AI assistant. The same JSON snippet below works across all four major clients — only the config file path differs.

  1. Locate your client's MCP config file.
    • Cursor: ~/.cursor/mcp.json
    • Claude Desktop (macOS): ~/Library/Application Support/Claude/claude_desktop_config.json
    • Claude Desktop (Windows): %APPDATA%\Claude\claude_desktop_config.json
    • VS Code: Settings → Extensions → MCP
    • Windsurf: Settings → MCP Servers
  2. Add agentic-crm to the mcpServers map — paste the snippet below into your config file. If you already have other MCP servers, merge the entry into the existing mcpServers object.
  3. Restart your client so it picks up the new server.
  4. Verify — ask the assistant to list available tools; agentic-crm's tools should appear.
{
  "mcpServers": {
    "agentic-crm": {
      "command": "npx",
      "args": [
        "-y",
        "@datasynx/agentic-crm"
      ]
    }
  }
}

Install agentic-crm in Cursor

Open ~/.cursor/mcp.json in your editor, paste the snippet above into mcpServers, save, and restart Cursor. agentic-crm will show up in the assistant's tool list on next launch.

Install agentic-crm in Claude Desktop (macOS)

Open ~/Library/Application Support/Claude/claude_desktop_config.json in your editor, paste the snippet above into mcpServers, save, and restart Claude Desktop (macOS). agentic-crm will show up in the assistant's tool list on next launch.

Install agentic-crm in Claude Desktop (Windows)

Open %APPDATA%\Claude\claude_desktop_config.json in your editor, paste the snippet above into mcpServers, save, and restart Claude Desktop (Windows). agentic-crm will show up in the assistant's tool list on next launch.

Install agentic-crm in VS Code

Open Settings → Extensions → MCP in your editor, paste the snippet above into mcpServers, save, and restart VS Code. agentic-crm will show up in the assistant's tool list on next launch.

npm package: @datasynx/agentic-crm

Transport

agentic-crm supports the following MCP transports. Most AI clients use stdio by default for locally-installed servers.

stdio

From the agentic-crm README

<div align="center"> # Datasynx Agentic CRM &middot; `dxcrm` ### The CRM your AI agents actually run. **Local-first. MCP-native. One autonomous agent per customer.** Your pipeline lives as plain Markdown on your machine — and your AI agents read, reason about, and update it natively inside Claude Code, Codex, and Cursor. <p> <a href="#-quickstart"><strong>Quickstart</strong></a> &middot; <a href="https://datasynx.github.io/datasynx-crm/"><strong>Docs</strong></a> &middot; <a href="https://www.npmjs.com/package/@datasynx/agentic-crm"><strong>npm</strong></a> &middot; <a href="https://github.com/datasynx/datasynx-crm"><strong>GitHub</strong></a> &middot; <a href="https://de.linkedin.com/company/datasynx-ai"><strong>LinkedIn</strong></a> </p> [![npm version](https://img.shields.io/npm/v/…

More build.protocol_tooling.mcp MCP servers

Other Model Context Protocol servers in the same space as agentic-crm. Each one adds different capabilities to your AI assistant — pick based on the data sources or workflows you need.

Browse the full MCP server directory or use Stork's one-line install to let your agent pick the right server automatically.