MCP Server
Connect Claude and other AI assistants directly to your CRM.
PersonalCRM ships a built-in MCP server, the standard way to give AI assistants tools. Once connected, your assistant can read and write everything the web app can: contacts, pings, meetings, follow-ups and networks.
Endpoint: https://personalcrm.me/mcp (Streamable HTTP)
Two ways to authenticate:
- Sign in with your account (OAuth): the default. Point any MCP client at the endpoint, a browser window opens, you sign in and approve. No keys to copy. Works with claude.ai, ChatGPT, Claude Code, Cursor, VS Code and any spec-compliant client.
- API key as Bearer token: for headless setups and scripts. Create one in Settings → Developer; same rate limit (120 req/min) and tenant isolation as the REST API.
The fastest way to connect is Settings → Developer in the app. It has one-click installers and copy-ready snippets per client. The same setups by hand:
claude.ai & Claude Desktop
Settings → Connectors → Add custom connector, paste
https://personalcrm.me/mcp, sign in when the browser opens. Connectors are
shared between claude.ai and the desktop app.
ChatGPT
Settings → Connectors → Create (on some plans custom connectors sit behind
Settings → Apps → Advanced → Developer mode). Name it PersonalCRM, paste
https://personalcrm.me/mcp, set Authentication to OAuth, sign in when
the browser opens.
Claude Code
claude mcp add --transport http personalcrm https://personalcrm.me/mcpThen run /mcp once to authenticate in the browser. For headless machines,
append --header "Authorization: Bearer pcrm_YOUR_KEY" instead.
Cursor / VS Code / other clients
Add the server to the client's MCP configuration. No headers needed, the client runs the OAuth sign-in on first use:
{
"mcpServers": {
"personalcrm": {
"url": "https://personalcrm.me/mcp"
}
}
}What the assistant can do
All 21 tools map 1:1 to the REST API: list/create/update/delete for
contacts, meetings, follow-ups and networks, plus log_ping for check-ins.
Destructive tools are annotated so well-behaved clients ask before deleting.
Example prompts:
- "Here's a CSV export of my Notion contacts: import everyone, guess sensible ping frequencies, and put coworkers in a Work network."
- "Who am I overdue to catch up with? Pick the top three and draft a short message for each."
- "I just had coffee with Jane. Log a ping with a note that she started the new job at Vercel."
- "Create follow-ups for everyone I met at the conference to reconnect in two weeks."
Good practice
- One key per client (one for Claude Code, one for Desktop, …) so you can revoke individually.
- The MCP server and the REST API expose the same capabilities: use MCP for interactive assistants, the REST API for scripts and automations.