Personal CRM MCP
Operator setup for the Personal CRM intake MCP on the Clawdbot Mac mini.
Use this when you want Codex, Claude Code, Cursor, or GitHub Copilot to submit a CSV, Lu.ma link, Brella link, or Partiful link into the Personal CRM pipeline without cloning the private pipeline repo or running local commands.
MCP endpoint:
https://clawdbot--mac-mini.taild9e247.ts.net:8798/mcp
Live monitor:
https://clawdbot--mac-mini.taild9e247.ts.net:8443/
Install As An Agent Plugin
Before starting, make sure:
- You are connected to the Rockaway Tailscale network.
- Codex or Claude Code is installed.
Codex:
codex plugin marketplace add zabrodsk/personal-crm-mcp && codex plugin add rockaway-personal-crm@rockaway-personal-crm
Claude Code:
claude plugin marketplace add zabrodsk/personal-crm-mcp && claude plugin install rockaway-personal-crm@rockaway-personal-crm
The plugin installs the workflow instructions and Personal CRM connection together. Restart your app after installing.
Older clients can still use the compatibility installer:
curl -fsSL https://raw.githubusercontent.com/zabrodsk/personal-crm-mcp/main/install.sh | bash
Use The Skill
In Codex, call $start-crm-pipeline. In Claude Code, call /rockaway-personal-crm:start-crm-pipeline.
Submit an attached CSV:
Use $start-crm-pipeline with the attached CSV. Event name: SaaStr 2026.
If you omit the event name, the skill infers a readable name from the file or a readable event URL slug. For opaque event URLs such as short IDs, provide the real event/conference name.
The started message shows the name, source, status, and live monitor. CSV runs show the exact people count immediately; URL runs show the actual count after collection/import reports it, not the max_items scrape cap. Check-status messages add the active pipeline step and stop saying running once the MCP reports completed or failed.
Submit a Lu.ma event:
Use $start-crm-pipeline for this Lu.ma event: https://lu.ma/... Event name: AI Founder Dinner.
Submit a Brella event:
Use $start-crm-pipeline for this Brella event: https://panathenea.brella.io/events/... Event name: Panathenea.
Submit a Partiful event:
Use $start-crm-pipeline for this Partiful event: https://partiful.com/e/... Event name: Demo Party.
Check status:
Use $start-crm-pipeline to check the Personal CRM run status for SaaStr 2026.
What The MCP Does
The MCP exposes these tools:
submit_csv_intakesubmit_luma_intakesubmit_brella_intakesubmit_partiful_intakeget_intake_status
The Clawdbot Mac mini validates the input, stages a run, starts the full Personal CRM pipeline, writes intake/export metadata, and returns run status. Operators should not run Python, Docker, Postgres, make, or local pipeline commands.
Troubleshooting
If the MCP is missing or disconnected:
- Confirm you are connected to the right tailnet.
- Re-run the one-command installer for your OS.
- In Claude Code, run
/mcp. - In Codex, run
codex mcp list.
If a CSV is rejected, use a UTF-8 CSV under 25 MB with headers and at least one data row.
If a Lu.ma, Brella, or Partiful URL is rejected, use the original event URL from the supported host.
If a run fails, ask a maintainer to inspect the log_path returned by get_intake_status.