Custom CRM & MCP

Custom CRM systems shaped around your workflow, with role-scoped MCP tools and human approval.

3 articles

Isometric architectural illustration of a central custom CRM workspace connected through a scoped MCP hub to WhatsApp threads, calendar scheduling, invoices and a human approval gate

Nov 20269 min read

Custom AI CRM with MCP Integration: Built Around Your Workflow

Why growing teams replace rigid SaaS CRMs with a custom AI-native CRM and scoped MCP tools across WhatsApp, email and billing, with human approval.

Eran Bodokh

Dark architectural illustration of a structured MCP permission gateway shielding a cylindrical Postgres database vault, passing scoped reads while holding write proposals at a human approval lock

Custom CRM & MCP

May 202610 min read

MCP Server Permissions Over Postgres for Business CRMs: Beyond Raw SQL

How to design role-scoped MCP servers over Postgres for business CRMs: read vs propose-write tools, session-bound identity, Postgres RLS and human sign-off.

Eran Bodokh

Architectural illustration of fragmented floating spreadsheet grids converging step by step across a glowing migration bridge into a unified relational CRM core

Custom CRM & MCP

Mar 20269 min read

Migrating from Spreadsheets to a Custom AI CRM Without a Big-Bang Cutover

How growing teams replace scattered spreadsheets, chat groups and rigid SaaS tools with a custom AI-ready CRM step by step: entity modeling, sync and MCP.

Eran Bodokh

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