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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 and relationship 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
104 tools · included on the free plan
  1. Open Customize → Connectors in Claude and choose Add custom connector.
  2. Paste the remote MCP URL and add the connector without custom credentials.
  3. Select Connect, then sign in to Lead Scorer and approve access.
Connector form 
Name: Lead Scorer
Remote MCP URL: https://mcp.lead-scorer.com/mcp
Claude MCP documentation

Three prompts to start with

Paste one into Claude 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 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?

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 and relationship memory, and approve what comes back.

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