Install in your AI client

One install command. Restart your client. Your AI now has 5 tools to build and deploy funnels through CRM Doc.

Install

$npx @crmdoc/mcp install --client claude

Restart Claude Desktop after installing. Your AI now has list_templates, create_funnel, deploy_to_crm, generate_landing_page, and add_automation.

Writes to ~/Library/Application Support/Claude/claude_desktop_config.json on macOS, %APPDATA%/Claude/claude_desktop_config.json on Windows.

Verify

$npx @crmdoc/mcp status

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.

Troubleshooting

Claude doesn't see the tools after restart. Run npx @crmdoc/mcp status to confirm the config file was written. If installed but tools still missing, check the Claude Desktop developer log for stdio errors.

Tools list but a call returns "research-database not found". Reinstall the package. The bundled template data didn't make it into the install. npm uninstall -g @crmdoc/mcp && npx @crmdoc/mcp install --client claude.

deploy_to_crm returns "stubbed". Expected in v0.1. Real CRM deploy lands in v0.2. Until then, use create_funnel's output as the spec and apply manually in your CRM.

Still stuck? Open a GitHub issue or email Mario.