The CRM that extends your agent's intelligence

You already use Claude Code and/or ChatGPT (Codex) to get your most valuable work done. SmallCRM is the CRM-layer that your existing agents plug into to turbocharge your business. With SmallCRM your agents clean and input your data, create as many automations and pipelines as they can imagine, and integrate with your email and messaging providers to manage campaigns.

Free for personal use

Works with Claude · Codex · Cursor · Gemini · opencode

Free for personal use

Install SmallCRM for personal projects and early experiments. Your agent creates durable CRM state you can query, render and keep improving over time.

$curl -fsSL https://smallcrm.org/install | sh
# then, inside your project folder:
$scrm setup-agent
# creates the SmallCRM skill your agent can read
# now start or restart your agent in this folder
# and ask it to use SmallCRM for this project
Let your agent install SmallCRM

Paste this prompt into a coding-agent session. It asks the agent to install the CLI, set up the SmallCRM skill, and inspect the current project binding.

Please install or update SmallCRM for me, then set it up for this project.

SmallCRM is a CRM and persistence layer for the coding agents I already use. It should let you define schemas, store records, query them, render views, and wire forms without building a custom web app.

Please:
1. Check whether `scrm` is installed.
2. If not, prefer `curl -fsSL https://smallcrm.org/install | sh` on macOS/Linux. It installs into `~/.smallcrm`, avoids sudo/global npm, and re-running it upgrades in place. Use npm only when the shell installer is not appropriate, such as Windows or a deliberately Node/npm-managed environment.
3. Run `scrm setup-agent` from this project folder. This installs or updates the SmallCRM skill your future agents can read, and writes project-local context when this folder is connected to SmallCRM.
4. Run `scrm status --json`. This checks auth, cwd, project/workspace binding, and next commands without exposing session tokens.
5. Give me a brief tour of SmallCRM covering four things: agent setup/discovery, collections/schemas/records, browser views/forms, and event logs/history.
6. Treat the CLI as the source of truth for live schemas, records, forms, views, auth state, and workspace binding.
Install notes

The install command is the intended macOS/Linux path. It installs into ~/.smallcrm, a folder you own, so it never needs sudo. Re-running it upgrades in place.

The CLI can still be installed through npm for Windows or Node-first environments.

After installing, run scrm setup-agent to install the global SmallCRM skill and write project-local context when the current directory is a SmallCRM project.

What to check after installing

Run scrm status --json. It reports machine auth sessions, whether the current directory is linked to a project/workspace, and the next CLI commands an agent should use for live discovery.