PersonalCRM Docs
MCP

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/mcp

Then 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.

On this page