finance MCP Server
AI-native CRM as MCP Server — 33 tools for contact management, pipeline, leads, follow-ups, health scores, revenue analytics, CSV import/export. The only production-ready standalone MCP CRM. Free tier. OAuth 2.1. Hosted at crm.studiomeyer.io
Discovered via github-topic:mcp-server and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Chronological timeline of interactions + notes
Pipeline view: deals by stage, forecast, MRR/ARR
Pipeline + MRR + health + activity + alerts in one call
Hard-delete company + cascaded data
Create, get, or update a company
Add notes to companies or deals
MRR/ARR/growth by company and product
Hard-delete note
Weekly client review
Add or update contacts
Ingest, list, update, or convert leads (auto-dedup, temperature detection)
List contacts with filters
Create, list, or complete follow-ups with priority and overdue tracking
Audit trail: who changed what, when
StudioMeyer CRM
List companies with filters, pagination, sorting
List notes with filters
Create or update deals (auto-probability by stage)
Full-text search across all entities (German + English stemming)
Zero-knowledge credentials: configure integrations via browser
Interactive onboarding with 12 topics
List deals with filters
Log emails, calls, meetings (auto-updates lastInteractionAt)
Aggregate metrics
Hard-delete contact
Health scores 0-100 with factor breakdown
Description
Task queue between Claude Code and Cowork
33
Sync revenue data from Stripe
Hard-delete deal
Description
Bulk CSV/JSON import (auto-maps DE+EN headers, dedup, dry-run)
Hard-delete lead
Morning briefing with priorities
No
CSV/JSON export: contacts, companies, deals, leads
Hard-delete follow-up
Revenue forecast
Included
Server health and configuration
Yes
--- ## Pricing
Description
Yes
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