Plaintext Crm
Description
AI-native CRM that runs in your IDE. No SaaS, no dashboards — just CSV files and Claude Code.
Installation
This entry records only its repository, not the path inside it, so there is no
exact command to give. Open the source below and copy the folder into
~/.claude/skills/, or the file into ~/.claude/agents/.
README
Plaintext CRM
[](LICENSE) [](https://github.com/anthroos/plaintext-crm/stargazers) [](https://docs.anthropic.com/en/docs/claude-code/overview) [](https://cursor.sh)
**AI-native CRM that runs in your IDE.** No SaaS, no dashboards -- just talk to your sales data.
You: "Add company Stripe, fintech, SF. CEO is Patrick Collison."
AI: Done. Created comp-stripe + p-stripe-001 (Patrick Collison, CEO).
You: "Create a lead for our consulting service, $10k estimated"
AI: Created lead-stripe-001, stage: new, $10,000 USD.
You: "Log call with Patrick -- discussed pilot, sending proposal Friday"
AI: Logged activity. Set next_action: "Send proposal", next_action_date: 2026-03-07.
Why Plaintext CRM?
| Traditional CRM | Plaintext CRM |
|---|---|
| Click through 10 screens to log a call | Say "log call with John, he's interested" |
| Export to CSV to analyze | Ask "which leads are closing this month?" |
| Pay $50-500/month | Free, open source |
| Data locked in vendor | Git-controlled CSV files you own |
| Learn complex UI | Just talk to AI |
| Needs internet | Works offline |
Quick Start
# 1. Clone
git clone https://github.com/anthroos/plaintext-crm.git
cd plaintext-crm
# 2. Install
pip3 install pandas pyyaml
# 3. Open in your AI IDE
claude # Claude Code
# or: cursor . # Cursor IDE
# 4. Start using -- just talk
"Add company Acme Inc, Series A startup in SF"
"Show my hot leads"
"What needs follow-up today?"
That's it. The AI reads `CLAUDE.md` and understands the full CRM schema, validation rules, and available operations.
What You Get
- Companies & Contacts -- universal c
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