Client Portal

关于

The Client Portal is a lightweight Model Context Protocol (MCP) server designed for streamlined client relationship management (CRM). It's an ideal solution for freelancers, small businesses, and consultants seeking simple yet powerful client tracking without the complexity of traditional CRM systems. With features like comprehensive client management, interaction logging, and robust search capabilities, it helps users keep all client data organized and accessible, all stored locally for maximum privacy and zero configuration.

主要功能

• Advanced Search (Find clients by name, company, email, or tags)
• Tagging System (Organize clients with custom tags and monitor status)
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• Notes & Interaction Tracking (Track meetings, calls, emails, and conversations)
• Client Management (Add, update, and organize client information)
• Local Storage & Zero Configuration (Simple JSON-based storage without a database, privacy-first)

使用案例

• Consultants organizing client information and project notes for easy access.
• Small businesses managing customer relationships and interaction logs.
• Freelancers tracking their clients, projects, and communication history.