What are the requirements for Google Workspace CRM?

Google Workspace CRM requires the following environment variables: GOOGLE_CLIENT_ID (required), GOOGLE_CLIENT_SECRET (required), DATABASE_URL (required). You'll also need a compatible MCP client like Claude Desktop or Claude Code.

Is Google Workspace CRM free to use?

Yes, Google Workspace CRM is open source and free to use. You can find the source code on GitHub.

What MCP clients support Google Workspace CRM?

Google Workspace CRM works with any MCP-compatible client including Claude Desktop (Anthropic's official desktop app), Claude Code (CLI tool), Cursor, and other editors with MCP support.

How do I configure Google Workspace CRM?

Configure Google Workspace CRM by adding it to your MCP client's config file. For Claude Desktop, edit claude_desktop_config.json and add the server configuration. See the Configuration section above for a ready-to-use example.

Google Workspace CRM MCP Server

Q: What tools does Google Workspace CRM provide?

crm_list_contacts: List all contacts with optional field filtering. gmail_send_email: Send an email (plain text or HTML). sheets_read_range: Read data from a specific A1 range. docs_create_document: Create a new Google Doc with optional initial text. cache_put: Store a value in the agent cache with optional TTL and namespace.

Q: How do I install Google Workspace CRM?

Install Google Workspace CRM by running: git clone https://github.com/aliomraniH/modern_CRM_MCP && cd modern_CRM_MCP && pip install -r requirements.txt

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal

git clone https://github.com/aliomraniH/modern_CRM_MCP
cd modern_CRM_MCP
pip install -r requirements.txt

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal

claude mcp add -e "GOOGLE_CLIENT_ID=${GOOGLE_CLIENT_ID}" -e "GOOGLE_CLIENT_SECRET=${GOOGLE_CLIENT_SECRET}" -e "DATABASE_URL=${DATABASE_URL}" google-workspace-crm -- python "<FULL_PATH_TO_MODERN_CRM_MCP>/dist/index.js"

Replace <FULL_PATH_TO_MODERN_CRM_MCP>/dist/index.js with the actual folder you prepared in step 1.

Required:GOOGLE_CLIENT_IDGOOGLE_CLIENT_SECRETDATABASE_URL

README.md

A lightweight CRM by integrating Google Sheets, Gmail, and Google Docs.

Google Workspace CRM MCP Server

A Python MCP (Model Context Protocol) server that acts as a lightweight CRM by integrating Google Sheets (contact management & generic spreadsheet ops), Gmail (email communication), and Google Docs (document creation). Designed for hosting on Replit with Streamable HTTP transport, compatible with both Claude and ChatGPT as MCP clients.

Features

30 MCP tools for full CRM + workspace workflow
Google Sheets: CRM contacts + generic read/write/append on any range, tab management, and new spreadsheet creation
Gmail integration via OAuth2 for sending, searching, reading emails, replying, and drafting (with SMTP and domain-wide delegation fallbacks)
Google Docs: Create new documents, append text, read document content
Agent Cache: Thread-safe in-memory cache with TTL expiration, LRU eviction, namespace support, and bulk operations for fast batch processing
OAuth2 MCP endpoint protection: Secure the /mcp endpoint with Client Credentials or Authorization Code + PKCE flow — compatible with Claude's Advanced Settings
Settings dashboard: Web-based UI for credential management, OAuth2 authorization, Google Sheets selection, and comprehensive testing
Streamable HTTP transport for remote hosting on Replit
Full audit logging: Every tool call is tracked through 5 stages (received, API call, Google validated, result delivered, delivery confirmed)
Comprehensive test suite: One-click tests for Service Account, MCP Tools, Gmail Send & Reply, Cache Pipeline, and CRM Contact Management — each writes results to a dedicated Google Sheet tab
Rate limiting & caching to stay within Google API quotas
PostgreSQL-backed credentials: All service account keys, OAuth tokens, and settings stored securely in the database — never in code or files

MCP Tools (30 total)

CRM Contact Management (8 tools)

Tool	Description	R/W
`crm_list_contacts`	List all contacts with optional field filtering	Read
`crm_get_contact`	Get a single contact by email or row number	Read
`crm_add_contact`	Add a new contact to the CRM	Write
`crm_update_contact`	Update an existing contact's fields	Write
`crm_delete_contact`	Soft-delete a contact (moves to "Deleted" sheet)	Destructive
`crm_search_contacts`	Full-text search across all contact fields	Read
`crm_add_note`	Append a timestamped note to a contact	Write
`crm_get_contact_with_emails`	Get contact profile + recent email history	Read

Google Sheets Operations (7 tools)

Tool	Description	R/W
`sheets_read_range`	Read data from a specific A1 range	Read
`sheets_write_range`	Write a 2D array to a specific A1 range	Write
`sheets_append_rows`	Append rows to the end of a sheet tab	Write
`sheets_read_all`	Read all data from an entire sheet tab	Read
`sheets_list_tabs`	List all worksheet tabs with dimensions	Read
`sheets_create_tab`	Create a new worksheet tab with optional headers	Write
`sheets_delete_tab`	Delete a worksheet tab (permanent, requires confirm)	Destructive

Google Workspace File Creation (4 tools)

Tool	Description	R/W
`sheets_create_spreadsheet`	Create a brand new Google Sheets file	Write
`docs_create_document`	Create a new Google Doc with optional initial text	Write
`docs_append_text`	Append text to an existing Google Doc	Write
`docs_read_document`	Read the full text of a Google Doc	Read

Email Communication (7 tools)

Tool	Description	R/W
`gmail_send_email`	Send an email (plain text or HTML)	Write
`gmail_search_emails`	Search emails using Gmail query syntax	Read
`gmail_get_email`	Get full email content by message ID	Read
`gmail_send_reply`	Reply to an existing email thread	Write
`gmail_draft_email`	Create a draft email without sending	Write
`crm_log_email_to_contact`	Log an email interaction on a contact's record	Write
`crm_get_contact_with_emails`	Get contact profile + recent email history	Read

Agent Cache (5 tools)

Tool	Description	R/W
`cache_put`	Store a value in the agent cache with optional TTL and namespace	Write
`cache_get`	Retrieve a value from the cache	Read
`cache_list`	List cache keys, optionally filtered by namespace	Read
`cache_delete`	Delete a cache entry	Write
`cache_stats`	View cache statistics (entries, hits, misses, hit rate)	Read

System & Audit (4 tools)

Tool	Description	R/W
`system_health_check`	Test connectivity to all Google services	Read
`audit_get_logs`	Query the audit log (filter by tool, stage, errors)	Read
`audit_trace_request`	Get the

Tools (5)

crm_list_contactsList all contacts with optional field filtering

gmail_send_emailSend an email (plain text or HTML)

sheets_read_rangeRead data from a specific A1 range

docs_create_documentCreate a new Google Doc with optional initial text

cache_putStore a value in the agent cache with optional TTL and namespace

Environment Variables

GOOGLE_CLIENT_IDrequiredOAuth2 Client ID for Google API access

GOOGLE_CLIENT_SECRETrequiredOAuth2 Client Secret for Google API access

DATABASE_URLrequiredPostgreSQL connection string for storing credentials

Configuration

claude_desktop_config.json

{"mcpServers": {"google-workspace-crm": {"command": "python", "args": ["path/to/main.py"]}}}

Try it

→List all contacts in my CRM and find the one with the email 'example@domain.com'.

→Send a follow-up email to the contact 'John Doe' regarding our last meeting.

→Create a new Google Doc titled 'Project Proposal' and add the summary of our recent email thread.

→Read the data from the 'Leads' tab in my CRM spreadsheet and summarize the current status of all entries.

→Search for all emails from 'client@company.com' and log the latest one as a note in their CRM profile.

Frequently Asked Questions

What are the key features of Google Workspace CRM?

30 specialized MCP tools for CRM and workspace automation. Full integration with Google Sheets, Gmail, and Google Docs. OAuth2 endpoint protection with PKCE flow support. Comprehensive audit logging for every tool call. PostgreSQL-backed secure credential management.

What can I use Google Workspace CRM for?

Automating contact management by syncing email interactions directly to Google Sheets.. Generating project documentation in Google Docs based on email thread summaries.. Managing sales pipelines by tracking email communication history alongside contact records.. Batch processing and caching workspace data to optimize Google API quota usage..

How do I install Google Workspace CRM?

Install Google Workspace CRM by running: git clone https://github.com/aliomraniH/modern_CRM_MCP && cd modern_CRM_MCP && pip install -r requirements.txt

What MCP clients work with Google Workspace CRM?

Google Workspace CRM works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Google Workspace CRM docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.

Open Conare

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Google Workspace CRM MCP Server

Set the server up locally

Register it in Claude Code

Google Workspace CRM MCP Server

Features

MCP Tools (30 total)

CRM Contact Management (8 tools)

Google Sheets Operations (7 tools)

Google Workspace File Creation (4 tools)

Email Communication (7 tools)

Agent Cache (5 tools)

System & Audit (4 tools)

Tools (5)

Environment Variables

Configuration

Try it

Frequently Asked Questions

Turn this server into reusable context

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