The funnel-building
skill for your AI.

Plug CRM Doc into Claude, Manus, n8n, or any AI. Your AI describes the funnel. CRM Doc ships the pipeline, landing page, automations, and CRM config to your stack.

Install MCP Start in dashboard

Pick your CRM

claude.ai · with CRM Doc MCP auto-loops
Claude Sonnet 4.7
Build me a SaaS self-serve trial funnel and push it to GoHighLevel.
I'll set up the SaaS self-serve trial template and deploy it to your GoHighLevel workspace.
Used list_templates complete
industrysaas
Returned 4 funnels. Selecting saas-trial.
Used create_funnel complete
template_idsaas-trial
Created funnel fnl_8h2k. 6 stages, 8 tags, 4 sequences.
Used deploy_to_crm deployed
targetghl
funnel_idfnl_8h2k
Deploy plan returned. 6 stages, 8 tags, 6 fields, 4 sequences queued for GoHighLevel (live in v0.2).
Funnel is staged with everything you'll need: pipeline, tags, custom fields, activation sequence, and the landing page spec. Target D3 activation is 45-65% per OpenView 2024. Real GoHighLevel push lands in v0.2.
workspace
v0.2 preview
Self-serve SaaS trial
fnl_8h2k · 14-day trial · activation by D3
✓
Template selected
saas-trial from 4 matched
✓
Funnel created
6 stages · 8 tags · 4 sequences
✓
CRM config + landing page generated
Brand tokens applied · referenced linear.app, notion.so
✓
Deploy plan staged for GoHighLevel
6 stages · 8 tags · 6 fields · 4 sequences queued
Pipeline · 6 stages
Sign up
Activated
Engaged
Trial expiring
Converted
Retained
✓ Funnel staged for GoHighLevel live push v0.2
0
stages
0
tags
0
fields
0
sequences
Install in your AI client
$ npx @crmdoc/mcp install --client claude

Works with Claude Desktop, Cursor, and n8n. ChatGPT and Manus in beta. Other clients →

Tools your AI now has
  • list_templatesBrowse 32 funnel templates by industry.
  • create_funnelGenerate a funnel from a template, with overrides.
  • deploy_to_crmPush pipeline, tags, fields, sequences to your CRM.
  • generate_landing_pageRender a landing page from the funnel + your brand.
  • add_automationWire an email, SMS, or webhook step into the funnel.

Pricing

Self-host free. Hosted plans add the dashboard, multi-CRM, and support. API credits billed on usage.

Self-host
Free

MIT licensed. Run the MCP server yourself.

  • MCP server + 5 tools
  • 32 funnel templates
  • Your own AI keys, your own infra
  • GitHub issues for support
GitHub →
Solo
$99/mo

One person shipping their own funnel.

  • 1 active funnel deployed
  • Hosted dashboard (beta access)
  • GoHighLevel deploy
  • 10,000 contacts
  • Email support
Join waitlist →
Studio
$199/mo

Small team shipping multiple funnels.

  • 5 active funnels
  • Everything in Solo
  • 50,000 contacts
  • AI follow-up drafts
  • Priority support
Join waitlist →
Agency
$399/mo

Delivering funnels for clients.

  • Unlimited active funnels
  • Everything in Studio
  • White-label landing pages
  • 5 team seats
  • Dedicated support
Join waitlist →
API credits add-on

$0.05 per blueprint generation. $0.01 per AI follow-up call. Billed monthly on top of your tier. First 50 calls each month included on every paid plan.

14-day money-back guarantee on all paid tiers. Cancel anytime.