CRM Doc
About

The funnel-building skill for your AI.

One install. Real pipelines, sequences, and automations in your CRM. We never proxy your AI calls, we never warehouse your CRM data.

What we built

CRM Doc is an MCP server + REST API that gives any AI client (Claude, Cursor, ChatGPT, Manus, n8n) the tools to design and deploy real CRM funnels. Your AI calls eight tools to generate pipelines, tags, custom fields, email sequences, automations, and landing pages, then pushes them into the CRM you already use.

You bring your own AI keys. We orchestrate the build, your AI generates the content, your CRM holds the data. We sit in the middle of the conversation, not between you and your customers.

Principles

BYO AI keys
Your AI provider key stays in your AI client. CRM Doc never proxies AI calls, never sees prompts, never bills you for inference. Your model, your bill.
No data warehousing
CRM Doc stores funnel JSON, build logs, and audit events on our side. Your CRM holds the actual customer data. If you cancel, the funnel keeps running in your CRM.
No CRM lock-in
Funnel objects deploy to GoHighLevel today, HubSpot in v0.3, more adapters in Year 1. Same funnel JSON re-deploys to a different CRM. Portable by construction.
Open source at the core
The MCP server is MIT-licensed. Self-host the full stack, run it locally, or use the hosted dashboard. Same tools, your call.
Honest pricing
Free self-host, $29 hosted entry, $0.30 per build over quota. No seat tax, no enterprise upsell traps. The numbers are public and they are the same numbers your AI hits.

Who built this

Ante AI Pty Ltd is a small Brisbane company that builds AI-orchestrated business systems. Before CRM Doc we shipped agency engagements running revenue diagnostics and pipeline rebuilds for SaaS, e-commerce, and services businesses across Australia and the US. CRM Doc is the productised version: same depth, ten times the speed, a fraction of the price.

CRM Doc is built and run by the Ante AI team. Reach us via the contact form any time.

Where we are

v0.2MCP server, hosted dashboard, GoHighLevel adapter, 32 industry templates, 8 AI client integrations, billing + usage metering.live
v0.3HubSpot adapter (write mode), webhook receivers for deploy outcomes, team workspaces with invites, audit log streaming.next
v1.0Pipedrive + Google Sheets adapters, public Discord, OSS contributions, Stripe Customer Portal, invoice history.planned
Year 1Close, Zoho, Salesforce, Attio, Folk, Copper. AI learning loop. Partner API. SOC 2 Type I.planned

Start free. Ship a real funnel today.

Five builds per month on the hosted free tier. Or self-host the MCP, free forever, no account.

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