ThetaCoach CRM MCP Server

Claude AI integration for ThetaCoach CRM battle card sales methodology. Simple, direct connection to YOUR Supabase database.

Latest Features:

• 🎉 crm-update-checklist tool - accepts simple string arrays
• 🛠️ Globally unique checklist IDs prevent checkbox collision
• 🔧 Automatic recovery from corrupted checklist data
• ⚡ Auto-opens card URL in browser after crm-next
• ✨ Auto-generates 3 checklist items per Challenger section
• 📝 Complete battle card documentation with examples

🚀 Quick Start (30 seconds)

# 1. Install the MCP server
npm install -D thetacoach-crm-mcp

# 2. Register with Claude Code (one-time)
npx thetacoach-crm-mcp install

# 3. Restart Claude Code (only needed once)

# 4. Test it!
# In Claude Code, say: "List my CRM leads"

Done! Your CRM is now Claude-powered.

📋 MCP Tools Reference

crm-create-lead - Create New Lead

Creates a new lead with automatic default checklists (3 items per Challenger section).

Required fields:

• email - Lead email (unique identifier)
• name - Lead name

Optional fields:

• company - Company name
• phone - Phone number
• role - Job title/role
• score - Lead score 0-100 (default: 50)
• stage - Sales stage (default: 'awareness')

Example:

Create CRM lead:
- email: john@acmecorp.com
- name: John Smith
- company: Acme Corp
- role: VP Engineering
- score: 75

What gets created automatically:

• ✅ 3 Discovery checklist items
• ✅ 3 Rational Drowning checklist items
• ✅ 3 Emotional Impact checklist items
• ✅ 3 Solution checklist items
• ✅ 3 Commitment checklist items

crm-create-card / crm-update-card - Battle Card Notes

Update the Challenger methodology notes for a lead.

Fields you can update:

• discovery_notes - Discovery phase findings
• rational_notes - Rational drowning business case
• emotional_notes - Emotional drivers and pain
• solution_notes - Solution mapping
• commitment_notes - Next steps and commitment
• notes - General notes/transcript

Example:

Update battle card for john@acmecorp.com:

discovery_notes: "Revealed they spend 40hrs/quarter on audit prep. Current process is 100% manual. Frustrated with documentation gaps."

rational_notes: "3-year cost: $450K in labor @ $75/hr. Industry average for similar companies is 50+ compliance gaps (they think they have 5)."

emotional_notes: "Personal concern about being named if audit fails. Mentioned board scrutiny. Leaned in when discussing career impact."

solution_notes: "Showed FIM real-time compliance dashboard. His reaction: 'This changes everything.' Key objection: security approval."

commitment_notes: "Next meeting: Tuesday 2pm with CISO. Success metric: reduce audit prep to under 10hrs. Verbal yes to 30-day pilot."

crm-update-lead - Update Single Field

Update a single field on a lead (for checklist updates, see note below).

Example:

Update lead john@acmecorp.com:
- field: stage
- value: qualified

Note: To update checklists, use the web interface at https://thetacoach.biz/crm/cards - checklists are interactive and auto-save when you check/uncheck items.

crm-list-leads - List All Leads

List leads with optional filters.

Options:

• stage - Filter by stage (awareness, qualified, etc.)
• min_score - Minimum lead score
• limit - Max results (default: 10)

Example:

List CRM leads with min_score 70

crm-get-lead - Get Lead Details

Get complete lead information including all battle card notes and checklists.

Example:

Get CRM lead john@acmecorp.com

crm-next - Next Lead

Get the next highest-priority lead.

Example:

Show me my next CRM lead

crm-sql - Advanced SQL

Execute raw SQL queries (advanced users only).

🎯 Default Checklists

Every new lead automatically gets 3 actionable checklist items for each Challenger stage:

🔍 Discovery

• ☐ Ask about current compliance/audit process
• ☐ Identify pain points and time spent
• ☐ Get them to verbalize specific challenges

🧠 Rational Drowning

• ☐ Calculate 3-year cost of current approach
• ☐ Present industry data on scale/gaps
• ☐ Get them to say the numbers out loud

❤️ Emotional Impact

• ☐ Share story of similar company failure
• ☐ Connect to their personal career risk
• ☐ Watch for body language shift

✨ Solution

• ☐ Present cloud product first
• ☐ Show demo of specific pain point solution
• ☐ Ask about barriers to adoption

🎯 Commitment

• ☐ Schedule next meeting with specific date
• ☐ Define success metrics together
• ☐ Get verbal "yes" to pilot/next step

These appear automatically in the web interface at https://thetacoach.biz/crm/cards and are perfect for live call tracking.

📊 Database Schema

Leads Table

CREATE TABLE leads (
  id UUID PRIMARY KEY,
  email TEXT UNIQUE,
  name TEXT,
  phone TEXT,
  company TEXT,
  role TEXT,
  lead_score INTEGER DEFAULT 50,
  stage TEXT DEFAULT 'awareness',

  -- Challenger Section Notes (text)
  discovery_notes TEXT,
  rational_notes TEXT,
  emotional_notes TEXT,
  solution_notes TEXT,
  commitment_notes TEXT,
  notes TEXT,

  -- Challenger Section Checklists (JSONB arrays)
  -- Each is an array of {id, text, completed}
  discovery_checklist JSONB DEFAULT '[]'::jsonb,
  rational_checklist JSONB DEFAULT '[]'::jsonb,
  emotional_checklist JSONB DEFAULT '[]'::jsonb,
  solution_checklist JSONB DEFAULT '[]'::jsonb,
  commitment_checklist JSONB DEFAULT '[]'::jsonb,

  -- Additional fields
  product_positioning TEXT,
  outreach_a TEXT,
  outreach_b TEXT,

  -- Timestamps
  created_at TIMESTAMP WITH TIME ZONE,
  updated_at TIMESTAMP WITH TIME ZONE
);

Checklist JSONB Format

[
  {
    "id": "1234567890-abc123",
    "text": "Ask about current compliance/audit process",
    "completed": false
  },
  {
    "id": "1234567890-def456",
    "text": "Identify pain points and time spent",
    "completed": true
  }
]

🔄 Backfill Existing Leads

If you have existing leads without checklists, run:

# Option 1: Node script
node scripts/backfill-checklists.js

# Option 2: SQL script
psql -h your-supabase-host -d postgres -f scripts/backfill-checklists.sql

This adds default checklists to any leads with empty checklist arrays.

🏗️ Complete Example: Creating a Full Battle Card

# Step 1: Create the lead
Create CRM lead:
- email: sarah@techstartup.com
- name: Sarah Johnson
- company: TechStartup Inc
- role: CTO
- score: 80
- stage: awareness

# Step 2: Add battle card notes
Update battle card for sarah@techstartup.com:

discovery_notes: "Currently using manual spreadsheets for compliance tracking. Team of 5 spends 60+ hours per quarter on audit prep. Major pain point: can't prove hardware-level validation to EU auditors."

rational_notes: "Current cost: $90K/year in audit prep labor. Risk of €35M fine under EU AI Act. Competitors using automated validation have 70% faster audit cycles."

emotional_notes: "Personal concern: 'I don't want to be the CTO who gets us fined.' Board is asking pointed questions about compliance readiness. Visible stress when discussing upcoming audit."

solution_notes: "Showed FIM real-time dashboard. Key moment: 'Wait, this proves what our hardware actually did?' Objection: needs security team approval for cloud deployment."

commitment_notes: "Next meeting: Friday 10am with CISO and Security team. Success metric: pass audit with zero findings. Verbal yes to 30-day pilot in their VPC."

# Step 3: Check the boxes during the call
# (Done in the web UI at https://thetacoach.biz/crm/cards)

🎓 Challenger Methodology Integration

The CRM is designed around the Challenger Sale methodology:

1. Warmer - Build rapport
2. Reframe - Teach them something new about their business
3. Rational Drowning - Quantify the problem (make it bigger)
4. Emotional Impact - Make it personal (career/reputation risk)
5. New Way - Present your solution as the clear alternative
6. Your Solution - Map features to their specific pain
7. Close - Lock in next steps and commitment

Each section has:

• Notes field - For capturing details, quotes, insights
• 3-item checklist - For live call tracking and methodology adherence

🔐 Security

• Uses Supabase Row Level Security (RLS)
• Service role key required (never exposed to client)
• Credentials stored in .env.local (never committed to git)
• Hot-reload enabled (no restart needed after first setup)

📝 Development

# Local development
cd mcp-server-crm
npm link

# Test the server
echo '{"jsonrpc": "2.0", "method": "tools/list", "id": 1}' | node server.js

# Publish new version
npm version patch
npm publish

🐛 Troubleshooting

"Missing credentials" error

Make sure .env.local exists with:

CRM_SUPABASE_URL=https://xxxxx.supabase.co
CRM_SUPABASE_SERVICE_ROLE_KEY=eyJ...

Checklists not showing

1. Check if leads have checklist data: Get CRM lead email@example.com
2. If empty arrays, run backfill: node scripts/backfill-checklists.js
3. New leads get checklists automatically on creation

MCP server not responding

1. Restart Claude Code once after install
2. Check credentials with: node -e "require('dotenv').config({path:'.env.local'}); console.log(process.env.CRM_SUPABASE_URL)"

📚 Learn More

• CRM Web Interface: https://thetacoach.biz/crm/cards
• Setup Guide: https://thetacoach.biz/crm/setup
• Database Schema: https://thetacoach.biz/crm-schemas/battle-cards-schema.sql
• Challenger Sales: https://www.challengerinc.com/

📄 License

MIT © ThetaDriven Inc

Generated with Claude Code • Powered by Anthropic