warpdrive MCP
MCP server of a self-hosted Pipedrive alternative: an assistant searches deals, logs activities and moves deals along the pipeline
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- Last commit
- MIT
Extended access
Why this level
- The assistant creates and changes deals, contacts and activities with the signed-in user's rights, so review write requests in the client before approving
- Email content and customer data enter the model context at the assistant's vendor
- With open client registration an outsider can pick a name and talk a user into granting consent
Install
- Works in
Manual install
docker compose up -d --buildFirst copy `.env.example` to `.env` and fill in the domain, Google OAuth, storage and secrets. For MCP add `MCP_ENABLED=true` and `OAUTH_SIGNING_KEY`.
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- The assistant creates and changes deals, contacts and activities with the signed-in user's rights, so review write requests in the client before approving
- Email content and customer data enter the model context at the assistant's vendor
- With open client registration an outsider can pick a name and talk a user into granting consent
This is third-party code. Review the repository files before installing.
What it does
warpdrive is an open-source CRM for business development teams: a staged pipeline, a deal workspace, contacts, organizations and two-way Gmail. It installs on your own server through Docker and keeps data in your own Postgres. The CRM has a built-in MCP server, and this card covers it. The server accepts Streamable HTTP connections with OAuth sign-in. An assistant searches deals, leads, people, organizations and activities, and reads pipelines and their summary. It also creates and updates records, moves a deal to another stage, converts a lead into a deal, completes an activity and adds a note. Email is limited to reading messages and working with drafts. Every call runs as the user who completed OAuth, so that user's permissions and visibility rules apply. The server has no tools for deleting CRM records.
Who it is for. Sales managers and business development leads who run the CRM on their own server and want to manage deals through Claude, ChatGPT or Cursor.
Good fit when
- You want a morning summary: which deals are stuck on a stage and which activities are overdue
- After a call the manager dictates the outcome, and the assistant adds a note to the deal and creates a task for the next step
- Incoming leads need sorting: the assistant finds the right ones and converts them into deals
- You need a draft reply to a client from a deal's email thread, which you review and send yourself
- Company rules keep customer data on your own server, and the assistant connects to that server
Not a fit when
- You want a CRM as a cloud service with no server of your own: warpdrive is deployed by yourself
- You need records deleted or archived through an assistant: the server has no such tools
- You need products, invoicing, forecasts, multi-currency or workflow automation: the author left these out of warpdrive
- You work in 1C or amoCRM: the catalog has separate MCP servers for them
Example request
Show the deals that have sat in the negotiation stage for over two weeks and create a task on each to call the client on ThursdayMCP
- Transport
- http
- Authentication
- OAuth
Environment variables
MCP_ENABLEDrequired- Turns on the MCP server and the OAuth endpoints; with false they return 404
OAUTH_SIGNING_KEYrequired, secret- Token signing key: 32 bytes in base64, for example from `openssl rand -base64 32`
OAUTH_REGISTRATION- Client registration: open by default, the value disabled closes it
Limitations
The server works only with a deployed warpdrive: you need Docker, Postgres, a domain with HTTPS and the signing key `OAUTH_SIGNING_KEY`, which is set in the environment and kept stable across restarts. The docs give step-by-step connection for Claude Desktop; other clients must support remote Streamable HTTP and OAuth.
Client registration is open by default: anyone can register a client with an arbitrary name that the user then sees on the consent screen. After connecting the clients you need, close it with `OAUTH_REGISTRATION=disabled`.
The project is built for a single team and runs in production at the author's. Two-way email needs a configured Google OAuth client.
How to disable. Turn the server off with `MCP_ENABLED=false`: the MCP and OAuth endpoints then return 404. Revoke one client in Settings, Connected apps, with the Revoke button. You can also remove the connector in the client's own settings.
FAQ
How do I connect warpdrive to Claude Desktop?
In Claude settings open Connectors and add a custom connector: a name and the address `https://<domain>/api/mcp`. Then press Connect, sign in to warpdrive and approve access on the consent screen. The server address and the steps are shown in the CRM itself under Settings, Connected apps.
What can the assistant change in the CRM?
Create and update deals, leads, people, organizations and activities, move a deal to another stage, convert a lead into a deal, complete an activity and add a note. Deleting and archiving records are not available.
Can the assistant send an email to a client?
No. The server reads emails and works with drafts: it creates, edits and deletes its own unsent drafts. A person sends the message.
Does the assistant see every deal in the company?
It sees what the signed-in user sees. Visibility rules and edit permissions apply on every call.
How do I cut off a client's connection?
In warpdrive open Settings, then Connected apps, and press Revoke next to the client. All its tokens are revoked, and the client must complete OAuth again for new access.
Discussion
No questions or reviews yet.
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README in short
The README calls warpdrive an open-source Pipedrive alternative, lists its areas (pipeline, deals, contacts, email, team) and compares them with Pipedrive in a table. The tech stack, local start, single-server deployment with automatic HTTPS and the project status follow: the CRM runs in production for one team. MCP details sit in a separate document, docs/mcp-server.md.