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thetacoach-crm-mcp
thetacoach-crm-mcp/server.js

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Readme

@thetacoach/crm-mcp

ThetaCoach CRM MCP Server - Claude AI integration for Challenger Sales battle cards.

Features

🤖 Natural language CRM commands in Claude Code
📊 Direct connection to YOUR Supabase database
🎯 Challenger Sales methodology built-in
🔒 Your data stays yours - no lock-in
⚡ Setup in under 5 minutes

Installation

```bash npm install -g @thetacoach/crm-mcp ```

Setup

Create `.env.local` in your project root:

```bash CRM_SUPABASE_URL="https://your-project.supabase.co" CRM_SUPABASE_SERVICE_ROLE_KEY="your-service-role-key" ```

Register with Claude Code:

```bash claude mcp add thetacoach-crm thetacoach-crm ```

Test it:

Open Claude Code and say: "List my CRM leads"

Available Commands

All commands work via natural language in Claude Code:

`"List my CRM leads"` - List all leads
`"Show me leads in discovery stage"` - Filter by stage
`"Create a lead for john@company.com"` - Add new lead
`"Show battle card for sarah@startup.com"` - View lead details
`"Update discovery notes for john@company.com"` - Update battle card
`"Get next lead"` - Get highest priority lead

Architecture

``` Your Project ├── .env.local (CRM credentials) └── MCP Server → Your Supabase → Your CRM data ```

No central database. No multi-tenant complexity. Direct connection to YOUR Supabase.

Support

Docs: https://thetacoach.biz/crm
Issues: https://github.com/wiber/thetadrivencoach/issues

License

MIT