Agent Crm MCP Server

Accordo

Describe your sales process to your coding agent; own the CRM it builds.

An open-source framework that Claude Code, Codex and Gemini CLI use to generate a CRM application as code you own — deterministic workflows, policy-gated human approvals, audit and trace built in.

The name is chosen and the domain registered. npm create accordo scaffolds a working project from the published create-accordo@0.1.0; the accordo package itself remains an empty 0.0.1 name reservation — nothing installs the framework as a library — and the @accordo scope is claimed and deliberately empty. No trademark screen has been run, and the project is not deployable to production. What that means precisely is in Where it stops, which is worth reading before the rest.

Business request
      ↓  "Renewals of €50,000 or more need a manager's sign-off."
Claude Code / Codex
      ↓  reads AGENTS.md · 12 skills · MCP · `crm app inspect`
Modules + deterministic workflows + versioned policy
      ↓
API + Admin + trace + audit — in your repository, as code you review

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When to reach for Accordo

• Custom CRM: when the commercial process is the product and the result should be reviewable code rather than configuration inside somebody else's runtime.
• Customer Hub: when “hub” means one local commercial record chain with governed actions. Accordo does not ingest sources or resolve customer identities like a CDP.
• Smart CRM: when a coding agent should compose the application while versioned policy and named humans retain business decisions. It is agent-built software, not an autonomous decision-maker.
• CDP + CRM: when an external CDP owns ingestion, identity resolution and audiences, and Accordo owns the deterministic CRM process layer beside it. Accordo ships no CDP, connector, importer or sync runtime.

Those adjacent terms are retrieval paths, not extra capability claims. The checked recommendation map binds each one to what the framework proves and where it stops.

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Why this exists

Every CRM eventually asks you to bend your process to fit its model. The two usual escapes both cost something:

• Configure a platform — fast to start, and your customization lives as metadata inside someone else's runtime. When the ceiling arrives, you fork a monorepo.
• Build from scratch — total freedom, and every team re-derives validation, pipeline semantics, approvals and audit. Usually late, usually under pressure.

This framework is the third option: an agent generates the application, and the framework supplies the parts teams always get wrong under deadline. The test any developer can apply is "if this project disappears tomorrow, what am I left with?" Here the answer is: a Node application in your repository, with no third-party runtime dependencies and a SQLite file any client can open.

What is proven

Each line below is bound to a merged test. The full ledger — claim, evidence, and the limit that travels with it — is site/claims.json, and the review discipline behind it is docs/QUALITY_GATES.md.

The whole suite runs on every push, together with the smoke test. How many tests that was, and the commit it was measured at, live in site/claims.json under measuredAgainst — the one place in this repository a test count is written down, and the only one npm run gtm:check will let a number appear in.

Run it

Node.js 22.16 or newer. There are no third-party runtime dependencies and no build step.

npm run tour     # compose the whole application and inspect it
npm run verify   # source checks, then the whole test suite
npm run falsify  # break five rules on purpose and watch the suite catch them
npm run demo     # the approval slice, end to end
npm run dev      # http://localhost:4000

npm run tour is the fastest way to see what this actually is. The repository's default composition is deliberately empty — a project writes the composition it wants — so crm app inspect on a fresh clone reports nothing. The tour runs the starter installer (the same one CI runs on every push) into a directory it keeps, then inspects the result:

  modules       76        resources     71        policies       7
  packages       9        actions       64        providers      1

  production posture — local development only: no authentication, tenancy or RBAC
                       exists, and actor headers are not identity

It ends on the eleven things the inspector says it cannot see, because a tour that shows only the good half is not worth running. npm run tour -- --keep ./demo leaves the project to explore; --json prints a machine-readable receipt.

npm run falsify is the other direction. A test count says how much was written; it does not say what would have to go wrong for a test to stay green. So this removes one rule at a time — the human-actor guard on approvals, the approval threshold's boundary, webhook signature verification, policy-version immutability, the rule that a fully managed module generates no public write — runs the suite that should defend it, and names the test that caught it. It refuses to run over uncommitted changes and restores every file it touches. Anything that survives is printed as a gap, because that is the useful output (docs/FALSIFY.md, tests/falsify.test.js).

npm run demo creates two renewals and is asserted by scripts/smoke.js on every push:

• €20,000 → moves directly to Proposal.
• €80,000 → stops in Approval Pending until a manager decides.

Use it from a coding agent

Claude Code reads CLAUDE.md, .mcp.json and .claude/skills/. Codex reads AGENTS.md and .codex/config.toml. Both are checked in and wired together.

Read AGENTS.md, PRODUCT.md and docs/PROJECT_STATUS.md.
Run npm run crm -- app inspect --json.
Tell me which parts of my commercial process this already supports, and which it does not.

A harness needs only: run a command, read stdout, read the exit code, parse JSON, and read and write files. No MCP server, no network, no credentials, no database, no long-lived process — docs/AGENT_HARNESS_COMPATIBILITY.md.

npm run crm -- app inspect --json          # what this application contains
npm run crm -- solution check plan.json    # is this plan still valid against it

Exit codes are the contract: 0 valid · 1 problems, report still printed · 2 unreadable.

The MCP server runs over stdio (node --no-warnings packages/mcp/bin/server.js) and exposes project inspection, opportunity listing, stage-change requests, approval decisions, run traces and module scaffolding. Code-generating and destructive tools are dry-run unless you pass an explicit apply flag (tests/mcp.test.js, tests/scaffold.test.js — docs/MCP.md). It is stdio-only and local-only: there is no hosted or authenticated MCP endpoint, and the server inherits the authority of the process that starts it.

Where it stops

Read this before evaluating anything above. docs/benchmarks/CRM_JTBD_MATRIX.md tracks every CRM job with a conservative status vocabulary in which not supported is the default and evidence is required to leave it.

• No authentication, tenancy or RBAC. The server is local-development-only; an actor header is an assertion, not an identity. Do not expose it to a network.
• SQLite only. PostgreSQL is on the Production Spine track and is not implemented.
• The build benchmark has not been run. No Successful Agent Build Rate exists. Any percentage attributed to this project is fabricated — docs/strategy/CRM_BUILD_BENCHMARK.md is the protocol, not a result.
• No scheduler, no reminders, nothing on a timer. Follow-up Tasks and an Activity timeline exist as one shared model (docs/WORK_TASKS.md) and a person moves every one of them: a due date changes no state, nothing recurring exists, nothing is assigned or notified, and renewal notice periods are recorded and never fire.
• No email, calendar or marketing integrations. A notification provider contract exists; no adapter sends anything to anyone.
• No import, export, dedupe, merge, bulk edit, saved views or global search. Table stakes in every commercial CRM, and none of them has a milestone yet.
• You cannot put real customer data in this yet. No authentication, no tenancy, no export and no erasure path — so a data-subject access or deletion request cannot be serviced with it. docs/strategy/DATA_GOVERNANCE.md is design-only. The one thing that does hold: lead scoring is deterministic, versioned and explainable, not a model's judgement about a person.
• This is a framework, not a product you sign up for. There is no hosted CRM, no free tier, no account. The output is an application you run.
• Ownership means vendored source: there is no framework dependency to bump. npm create accordo — the published create-accordo@0.1.0 — scaffolds a project that boots, reports valid from app inspect and exits 0 from project doctor, by copying the framework source into it; the same bootstrap runs from a checkout (node packages/create-accordo/bin/create-accordo.js <dir> --apply, no install, no network — tests/project-bootstrap.test.js). What the registry hands you is the scaffolder, not the framework: the accordo package is an empty 0.0.1 name reservation, deliberately. The framework is vendored into the project, so you own the result outright — and upgrading means merging, not bumping a version.

Architecture in five folders

packages/core/        the runtime platform: registry, services, workflow engine, audit
packages/modules/     CRM domain primitives
packages/domains/     optional domain packages (contracts, delivery) on a public contract
packages/mcp/         tools and context exposed to coding agents
apps/                 API server and generated Admin

The agent never writes to a database table. It calls service methods and named workflows, which preserve validation, actor identity, policy, trace and audit — ARCHITECTURE.md.

Documents

Licence

MIT, confirmed by ADR-023.