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Claude Code · Personal CRM memory

Personal CRM memory from Claude Code

Lead Scorer exposes its whole outbound motion as an MCP server. Point Claude Code at it and personal and relationship memory becomes something you ask for in a sentence instead of something you click through. The right host for repeatable runs — pair it with the downloadable skills and it drives the whole motion up to the approval step.

Bring what your agent already knows about you and your relationships into a private, versioned Markdown memory that every Lead Scorer action can reuse.

Connect Claude Code

OAuth — the login command opens your browser, no key to store in the repo. Runs in your terminal, per project or globally.

Server URL

https://mcp.lead-scorer.com/mcp
104 tools · included on the free plan
  1. Run the add command from the project that should use Lead Scorer.
  2. Run the login command, then complete Lead Scorer sign-in in your browser.
Terminal 
claude mcp add --transport http lead-scorer https://mcp.lead-scorer.com/mcp
claude mcp login lead-scorer
Claude Code MCP documentation

Three prompts to start with

Paste one into Claude Code once the server is connected. No tool names required — it picks them.

  • ›Read what you remember about me in this chat, compare it with my Lead Scorer memory, and propose the missing context for review.
  • ›Open my relationship memory for Bruno, add these meeting notes, and show me the compiled context before drafting anything.
  • ›Estimate the AI cost of importing this Claude memory export, then wait for my confirmation before starting the ingestion.

What Claude Code can do on personal and relationship memory

  • → Read and update your canonical my-memory.md without exposing another user's document.
  • → Keep one separate Markdown memory per relationship, visible from the matching lead record.
  • → Append a selected fact from ChatGPT, Claude or the CRM with its raw source and browse the immutable revision history.
  • → Compile a bounded Context Pack for a lead or operation from personal memory, relationship memory and verified CRM overlays.
  • → Import context from ChatGPT, Claude, transcripts or notes through a cost-estimated AI run that produces a reviewable proposal.
  • → Accept or reject each AI proposal before it changes canonical memory; direct user-authored edits stay free and versioned.

Tools involved

  • get_my_memory
  • update_my_memory
  • list_relationship_memories
  • get_relationship_memory
  • list_memory_revisions
  • update_relationship_memory
  • remember_relationship_fact
  • archive_relationship_memory
  • list_memory_sources
  • get_memory_source
  • archive_memory_source
  • estimate_memory_source_reprocessing
  • start_memory_source_reprocessing
  • compile_context_pack
  • estimate_memory_ingestion
  • start_memory_ingestion
  • get_memory_ingestion_run
  • list_memory_proposals
  • review_memory_proposal

Where you stay in the loop

Your agent may write only your own memory. AI imports consume your AI budget and remain proposals until you accept them; memory never approves or sends outreach.

What is Claude Code?

Claude Code is Anthropic's terminal agent. One command registers the Lead Scorer MCP server, a second signs you in through the browser, and the tools are available in every session from that directory.

Built by Anthropic.

Other channels from Claude Code

Personal CRM memory from another client

Start free

The CRM and MCP access are free forever — no credit card. Connect Claude Code, ask for personal and relationship memory, and approve what comes back.

Get an account free All 104 tools Agent skills