Claude · Personal CRM memory
Personal CRM memory from Claude
Lead Scorer exposes its whole outbound motion as an MCP server. Point Claude at it and personal, relationship and company memory becomes something you ask for in a sentence instead of something you click through. Best when you want to brief the work in plain language and read what came back in the same thread.
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
OAuth — Claude opens the Lead Scorer sign-in page and you approve access there. Runs in claude.ai and the Claude desktop app.
Server URL
https://mcp.lead-scorer.com/mcp- Open Customize → Connectors in Claude and choose Add custom connector.
- Paste the remote MCP URL and add the connector without custom credentials.
- Select Connect, then sign in to Lead Scorer and approve access.
Name: Lead Scorer
Remote MCP URL: https://mcp.lead-scorer.com/mcpThree prompts to start with
Paste one into Claude once the server is connected. No tool names required — it picks them.
- ›Read what Lead Scorer and this chat remember about me, identify stale or contradictory sources, and propose the corrected canonical memory for review.
- ›Search my companies for Jules, estimate the import of this selected Obsidian mission note into its company memory, wait for my confirmation, then show me the resulting canonical revision and Context Pack.
- ›Estimate the AI cost of importing this Claude memory export, then wait for my confirmation before starting the ingestion.
What Claude can do on personal, relationship and company memory
- → Read and update your canonical my-memory.md without exposing another user's document.
- → Compare that memory with dated, source-attributed workspace evidence before correcting identity, role or positioning.
- → Keep one separate Markdown memory per relationship, visible from the matching lead record.
- → Keep company history in its own Markdown memory, visible from the matching company record and reusable for every related lead.
- → 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 one cost-estimated AI run that adds all grounded facts in a single revision.
- → Audit every imported fact through its source and immutable history; direct user-authored edits stay free and versioned.
Tools involved
- get_my_memory
- get_my_workspace_context
- update_my_memory
- list_relationship_memories
- get_relationship_memory
- list_memory_revisions
- update_relationship_memory
- remember_relationship_fact
- archive_relationship_memory
- list_company_memories
- get_company_memory
- update_company_memory
- remember_company_fact
- archive_company_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
- review_memory_proposals
Where you stay in the loop
Your agent may write only your own memory. AI imports consume your AI budget and require explicit confirmation of the complete source and estimate; memory never approves or sends outreach.
What is Claude?
Claude is Anthropic's assistant. It runs in the browser and on the desktop, and it can call remote MCP servers through custom connectors — nothing to install locally, no API key to paste.
Built by Anthropic.
Other channels from Claude
Personal CRM memory from another client
Start free
The CRM and MCP access are free forever — no credit card. Connect Claude, ask for personal, relationship and company memory, and approve what comes back.