datasynx-crm

<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-ai.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-ai/datasynx-crm"><strong>GitHub</strong></a> &middot; <a href="https://de.linkedin.com/company/datasynx-ai"><strong>LinkedIn</strong></a> </p> [](https://www.npmjs.com/package/@datasynx/agentic-crm) [](https://www.npmjs.com/package/@datasynx/agentic-crm) [](https://github.com/datasynx-ai/datasynx-crm/actions/workflows/ci.yml) [](https://datasynx-ai.github.io/datasynx-crm/) [](https://github.com/datasynx-ai/datasynx-crm/stargazers) [](./LICENSE) [](https://nodejs.org) </div> > **You don't open a CRM to find your customer. Your customer's agent finds _you_ — briefed, current, and ready to act.** Your AI agents are brilliant — and forgetful. **Datasynx Agentic CRM is the long-term memory and the hands** they use to run your customer relationships. Every customer is a folder of human-readable Markdown on your own disk; **61 purpose-built [Model Context Protocol](https://modelcontextprotocol.io) tools** let any agent load full context, score deals, forecast revenue, draft the follow-up, and log what happened — without you copy-pasting a thing. **No database. No cloud lock-in. No per-seat pricing. Zero telemetry.** <br/> ## See it in action ```text You ▸ What's going on with Acme Corp? Agent ▸ ⟢ get_customer_context · get_deal_health · get_relationship_health Acme Corp — Negotiation · €75,000 · deal health B (78/100) • Last touch 2 days ago — pricing pushback from the CFO • Champion: VP Engineering (warm) ⚠ Economic buyer quiet for 11 days • Next best action: send the ROI one-pager, loop the VP Eng into the thread You ▸ Draft that follow-up and log it. Agent ▸ ⟢ draft_email · log_interaction ✓ Draft ready (personalized from your "ROI follow-up" template) ✓ Logged to customers/acme-corp/interactions.md ``` > Every answer is grounded in Markdown files **you own** and can open in any editor. Nothing is hidden in a vendor database. <br/> ## How it works ```mermaid flowchart LR You["🧑 You"] --> Agent Agent["🤖 Claude Code · Codex · Cursor"] <-->|Model Context Protocol| MCP subgraph local["🔒 Your machine"] MCP["⚙️ dxcrm MCP server<br/>61 typed tools · RBAC · audit"] Files["📁 customers/&lt;name&gt;/<br/>main_facts · interactions · pipeline"] MCP <--> Files end MCP -. you configure .-> Ext["✉️ Gmail · Outlook · Drive · Meet"] ``` | | Step | What happens | | ------ | ----------------- | ---------------------------------------------------------------------------- | | **01** | `dxcrm init` | Detects & wires up Claude Code, Codex, Cursor, Claude Desktop — one command. | | **02** | Bring your data | `dxcrm create`, import from HubSpot/Salesforce/Pipedrive/CSV, or sync Gmail. | | **03** | Just ask | Your agent briefs you, drafts emails, forecasts, and logs — grounded in your files. | <br/> <div align="center"> **Works with** &nbsp;·&nbsp; 🟣 Claude Code &nbsp;·&nbsp; 🟢 Codex &nbsp;·&nbsp; 🔵 Cursor &nbsp;·&nbsp; 🟠 Claude Desktop &nbsp;·&nbsp; 🔌 any MCP client <br/>_{If it speaks the Model Context Protocol, it's connected.} </div> <br/> ## Datasynx Agentic CRM is right for you if - ✅ You **live in Claude Code / Codex / Cursor** and want your CRM there too — not in another browser tab. - ✅ You want customer data as **plain files you own**, versionable in Git, readable forever. - ✅ You're done **pasting context into prompts** — your agent should already know the account. - ✅ You want **deal scoring, forecasting, and next-best-actions** on demand, not a quarterly export. - ✅ You care about **privacy & GDPR** — local-first, built-in erasure, and zero telemetry. - ✅ You want a CRM you can **fork and extend in TypeScript**, not file a feature request and wait. <br/> ## Features <table> <tr> <td align="center" width="33%"> <h3>📁 Markdown-native data</h3> Every customer is a folder of <code>main_facts</code>, <code>interactions</code>, and <code>pipeline</code> files. Git-friendly, grep-able, yours forever. </td> <td align="center" width="33%"> <h3>🔌 61 MCP tools</h3> Typed tools for context, deals, comms, and intelligence — discoverable by agents via <code>get_capabilities</code>. </td> <td align="center" width="33%"> <h3>🧠 Deal & relationship IQ</h3> Deal-health grades, relationship graphs, champion/blocker maps, and next-best-action recommendations. </td> </tr> <tr> <td align="center"> <h3>📈 Revenue forecasting</h3> Weighted pipeline plus a Monte Carlo simulation (P10/P50/P90) and at-risk-revenue analysis. </td> <td align="center"> <h3>✉️ Comms that close</h3> Email templates, multi-step sequences, HTML quotes, tickets with SLAs, and NPS/CSAT surveys. </td> <td align="center"> <h3>🔎 Hybrid memory</h3> Vector + full-text search across every synced email, call transcript, and email attachment — PDFs, Office docs and images converted to Markdown and indexed on-device (LanceDB). </td> </tr> <tr> <td align="center"> <h3>🔐 Enterprise controls</h3> Role-based access, an append-only audit trail, and an AES-256-GCM credential vault. </td> <td align="center"> <h3>🛡️ Privacy by design</h3> Local-first storage, one-command GDPR erasure, and <strong>zero telemetry</strong>. </td> <td align="center"> <h3>🤖 Wake-triggered agents</h3> An agent per customer pings you (Telegram) the moment a relevant email lands. </td> </tr> </table> <br/> ## Without vs. with Datasynx Agentic CRM | Without | With | | -------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- | | ❌ You paste account context into every prompt — and still miss things. | ✅ One MCP call loads the full, current briefing. The agent already knows the account. | | ❌ Per-seat SaaS; your customer data lives in someone else's cloud. | ✅ Free & open source (MIT). Data is plain Markdown on your machine. | | ❌ Switch to a separate CRM UI to update a deal. | ✅ Your agent updates the pipeline in place, from inside Claude Code / Codex / Cursor. | | ❌ "What exactly did we promise Acme in March?" | ✅ Hybrid search over every synced email and transcript answers in seconds. | | ❌ Forecasting means wrangling a spreadsheet. | ✅ Weighted + Monte Carlo forecast on demand, with at-risk revenue flagged. | | ❌ A security/GDPR review triggers a fire drill. | ✅ `dxcrm security-report`, built-in GDPR erasure, RBAC, and audit logging out of the box.| <br/> ## Why it's different | | | | ------------------------------ | ------------------------------------------------------------------------------------------------------------- | | **Local-first by default.** | Customers are Markdown folders on your disk. No database to run, no cloud to trust. | | **MCP-native, not bolted-on.** | Agents call typed tools — not a scraped UI — with RBAC and an audit trail on every write. | | **Grounded answers.** | Every response traces back to files you can open and verify. No hallucinated pipeline. | | **Hybrid recall.** | Vector + full-text search over your synced inbox and call transcripts, fully on-device. | | **Zero telemetry.** | The CLI and MCP server phone home to nothing. The only outbound calls are integrations you explicitly enable. | | **Yours to extend.** | MIT-licensed TypeScript. Fork it, add a tool, ship it. | <br/> ## What's under the hood `dxcrm` is a CLI **and** an MCP server. One install gives your agents a complete revenue toolkit: ``` ┌──────────────────────────────────────────────────────────────────┐ │ dxcrm MCP server · 61 tools │ │ │ │ ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐ │ │ │ Customer │ │ Pipeline │ │Relationship│ │ Forecasting │ │ │ │ Context │ │ & Deals │ │ Graph │ │ (Monte Carlo) │ │ │ └────────────┘ └────────────┘ └────────────┘ └────────────────┘ │ │ ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐ │ │ │ Email · Seq│ │ Quotes · │ │ Tickets · │ │ Knowledge Base │ │ │ │ · Drafts │ │ Booking │ │ Surveys │ │ & Playbooks │ │ │ └────────────┘ └────────────┘ └────────────┘ └────────────────┘ │ │ ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐ │ │ │ RBAC · │ │ GDPR · │ │ Encrypted │ │ Goals · Agents │ │ │ │ Audit │ │ Erasure │ │ Vault │ │ · Approvals │ │ │ └────────────┘ └────────────┘ └────────────┘ └────────────────┘ │ └──────────────────────────────────────────────────────────────────┘ ▲ ▲ ▲ ▲ ┌─────┴─────┐ ┌──────┴─────┐ ┌──────┴─────┐ ┌──────┴──────┐ │ Claude │ │ Codex │ │ Cursor │ │ HTTP / team │ │ Code │ │ │ │ │ │ server │ └───────────┘ └────────────┘ └────────────┘ └─────────────┘ Sync in: Gmail · Outlook · Google Drive · Teams · Google Meet Import: HubSpot · Salesforce · Pipedrive · CSV ``` → Full reference: **[56 CLI commands](https://datasynx-ai.github.io/datasynx-crm/#full-cli-reference)** · **[61 MCP tools](https://datasynx-ai.github.io/datasynx-crm/#full-mcp-reference)** <br/> ## 🚀 Quickstart > **Requirements:** Node.js ≥ 20. Free and self-hosted — no account required. ```bash npm install -g @datasynx/agentic-crm dxcrm init # detect & configure Claude Code, Codex, Cursor, ... dxcrm create "Acme Corp" --domain acme.com # create your first customer ``` Now open your AI agent and ask: **"What's the status on Acme Corp?"** — you'll get a grounded, current brief in seconds. Migrating? Bring your existing data with you: ```bash dxcrm import ./hubspot-export/ --from hubspot # also: salesforce · pipedrive · csv dxcrm sync acme-corp # pull Gmail threads + transcripts ``` Syncing Gmail also downloads every attachment, converts it to Markdown (PDF, DOCX, XLSX, PPTX, CSV, HTML, and images via on-device OCR), stores it under `customers/<slug>/attachments/`, links it from `interactions.md`, and indexes the text into LanceDB so it's semantically searchable. Export a complete, sendable bundle of all conversations and documents for a customer with the `export_customer` MCP tool (`includeAttachmentContent: true`). Beyond Gmail, `dxcrm mailbox sync` connects **any IMAP mailbox** — Outlook/Office365, Fastmail, Yahoo, or a custom company inbox — and **auto-routes every message to the right customer by sender/recipient domain** (or to one customer with a slug). One mailbox connection, all customers populated, same attachment + search pipeline. ```bash # One-time OAuth (Gmail & Microsoft 365 require it for IMAP in 2026): dxcrm mailbox login gmail --user you@gmail.com dxcrm mailbox login microsoft --user you@org.com # Then auto-route the whole mailbox to customers by domain: dxcrm mailbox sync --account gmail:you@gmail.com ``` Tokens are stored locally and auto-refreshed. A password-based IMAP server works too (`DXCRM_IMAP_HOST` / `DXCRM_IMAP_USER` / `DXCRM_IMAP_PASS`). <br/> ## Pipeline time-travel & analytics The daemon takes a **daily snapshot** of your whole pipeline, so `dxcrm` can answer the questions no spreadsheet-CRM gets right — and exposes each as both a CLI command and an MCP tool, so a human at the terminal and an AI agent get identical insight. ```bash dxcrm pipeline changes # what moved since last week? (won/lost/new/stage-moves/value) dxcrm pipeline velocity # where do deals get stuck? (stage dwell time, sales cycle, stalled deals) dxcrm pipeline funnel # where do deals leak? (stage conversion %, win rate, biggest leak) ``` - **`changes`** diffs the live pipeline against any past date — won, lost, new and removed deals, stage moves, value changes, and net open-value delta. - **`velocity`** reconstructs each deal's journey to report average time-in-stage, the average sales cycle (first-seen → won), and which open deals are *rotting*. - **`funnel`** builds a cumulative conversion funnel: how many deals reach each stage, stage-to-stage conversion, overall win rate, and the biggest leak. Agents reach the same data via the `get_pipeline_changes`, `get_pipeline_velocity`, and `get_pipeline_funnel` MCP tools. No setup — it gets sharper every day the daemon runs. <br/> ## What it's not | | | | ---------------------------- | -------------------------------------------------------------------------------------------- | | **Not another SaaS tab.** | It lives inside your AI agent and your filesystem — not a browser dashboard you have to open. | | **Not a database.** | Customers are Markdown folders. Back them up with `cp`, version them with `git`. | | **Not a chatbot wrapper.** | 61 typed MCP tools with RBAC and audit — not a single prompt pretending to be a product. | | **Not a data grab.** | Zero telemetry. Your data never leaves your machine unless you wire up an integration. | | **Not lock-in.** | MIT-licensed, plain files, export anytime. Leaving is a `cp -r` away. | <br/> ## Built for teams Run `dxcrm` solo, or stand up a shared MCP server for the whole revenue org: - **Shared HTTP MCP server** — `dxcrm server` exposes the same tools to every teammate's agent. - **RBAC** — `admin` / `manager` / `rep` roles scope what each actor (and their agent) can read and write. - **SSO** — authenticate via WorkOS. - **Audit & compliance** — append-only audit trail, one-command GDPR erasure, and `dxcrm security-report` for vendor reviews. → See the [Deployment](./docs/deployment.md) and [Team Setup](./docs/team-setup.md) guides. <br/> ## FAQ **Where does my data live?** In a folder you choose, as Markdown files. No database, no cloud. Back it up and version it like code. **Which AI tools work with it?** Anything that speaks MCP — Claude Code, Codex, Cursor, Claude Desktop, and more. `dxcrm init` auto-configures the ones it detects. **Is it really free?** Yes. MIT-licensed and self-hosted. No seats, no metering. **Can a whole team use it?** Yes — run the shared HTTP MCP server with RBAC and SSO. See [Team Setup](./docs/team-setup.md). **Can I migrate from HubSpot / Salesforce / Pipedrive?** Yes — `dxcrm import` brings in contacts and activity history. CSV is supported too. **Does it send my data anywhere?** No telemetry, ever. The only outbound calls are the integrations you explicitly configure (e.g. Gmail) and the LLM your agent already uses. <br/> ## Documentation 📖 **Full docs site:** **[datasynx-ai.github.io/datasynx-crm](https://datasynx-ai.github.io/datasynx-crm/)** - [Quickstart — real Gmail in 5 minutes](./docs/quickstart-real.md) - [CLI Reference](./docs/cli-reference.md) · [MCP Tools](./docs/mcp-tools.md) · [Schemas](./docs/schemas.md) - [Framework Integrations](./docs/integrations.md) · [Deployment](./docs/deployment.md) · [Team Setup](./docs/team-setup.md) - [Compliance](./docs/compliance.md) <br/> ## Development ```bash git clone https://github.com/datasynx-ai/datasynx-crm cd datasynx-crm npm ci npm test # Vitest (TDD) — 3000+ tests npm run build # tsdown → dist/ npm run typecheck # strict TypeScript npm run lint # ESLint (zero warnings) npm run docs:generate # regenerate the CLI/MCP reference from code ``` New contributors: start with **[CONTRIBUTING.md](./CONTRIBUTING.md)** (TDD workflow, Conventional Commits, docs generation). The published reference is generated from code and guarded by a drift test, so the docs can never fall behind what ships. <br/> ## Roadmap **Shipped** - ✅ 61 MCP tools · 56 CLI commands · local-first Markdown store - ✅ Hybrid (vector + full-text) search over emails & transcripts - ✅ Sync: Gmail, Outlook, Google Drive, Teams, Google Meet - ✅ Import: HubSpot, Salesforce, Pipedrive, CSV - ✅ Deal health, relationship graph/health, Monte Carlo forecasting - ✅ Email templates & sequences, quotes, tickets (SLA), NPS/CSAT, knowledge base - ✅ RBAC, append-only audit, AES-256-GCM vault, GDPR erasure - ✅ Shared HTTP MCP server, SSO (WorkOS), outbound webhooks - ✅ Wake-triggered per-customer agents (Telegram) **Exploring** - ⚪ More notification channels (Slack, WhatsApp) - ⚪ Optional read-only web dashboard - ⚪ Additional LLM providers for on-device summarization - ⚪ Community plugin marketplace <br/> ## Community & Links - 📦 **npm** — [@datasynx/agentic-crm](https://www.npmjs.com/package/@datasynx/agentic-crm) - 💻 **GitHub** — [datasynx-ai/datasynx-crm](https://github.com/datasynx-ai/datasynx-crm) - 🐛 **Issues** — [report a bug or request a feature](https://github.com/datasynx-ai/datasynx-crm/issues) - 🔒 **Security** — [report a vulnerability privately](./SECURITY.md) - 🤝 **Contributing** — [CONTRIBUTING.md](./CONTRIBUTING.md) · [Code of Conduct](./CODE_OF_CONDUCT.md) - 💼 **LinkedIn** — [Datasynx AI](https://de.linkedin.com/company/datasynx-ai) <br/> ## Star History [](https://www.star-history.com/#datasynx-ai/datasynx-crm&Date) <br/> ## License MIT &copy; 2026 [Datasynx](https://github.com/datasynx-ai) <br/> --- <div align="center"> _{Built with TypeScript · Powered by the Model Context Protocol · Your data, your machine, your agents.} </div>