@datasynx/agentic-crm 0.1.0 → 1.0.0

package/README.md

@@ -1,767 +1,361 @@
 <div align="center">
 
-# DatasynxOpenCRM&nbsp;·&nbsp;`dxcrm`
+# Datasynx Agentic CRM &middot; `dxcrm`
 
-**Local-first, MCP-native CRM. One agent per customer. `npm install`.**
+### The CRM your AI agents actually run.
+
+**Local-first. MCP-native. One autonomous agent per customer.**
+Your pipeline lives as plain Markdown on your machine — and your AI agents read, reason about, and update it natively inside Claude Code, Codex, and Cursor.
+
+<p>
+<a href="#-quickstart"><strong>Quickstart</strong></a> &middot;
+<a href="https://datasynx-ai.github.io/datasynx-crm/"><strong>Docs</strong></a> &middot;
+<a href="https://www.npmjs.com/package/@datasynx/agentic-crm"><strong>npm</strong></a> &middot;
+<a href="https://github.com/datasynx-ai/datasynx-crm"><strong>GitHub</strong></a> &middot;
+<a href="https://de.linkedin.com/company/datasynx-ai"><strong>LinkedIn</strong></a>
+</p>
 
 [![npm version](https://img.shields.io/npm/v/@datasynx/agentic-crm.svg?color=cb3837&logo=npm)](https://www.npmjs.com/package/@datasynx/agentic-crm)
-[![npm downloads](https://img.shields.io/npm/dm/@datasynx/agentic-crm.svg?color=cb3837)](https://www.npmjs.com/package/@datasynx/agentic-crm)
+[![downloads/week](https://img.shields.io/npm/dw/@datasynx/agentic-crm.svg?color=cb3837&label=downloads%2Fweek)](https://www.npmjs.com/package/@datasynx/agentic-crm)
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 [![Docs](https://github.com/datasynx-ai/datasynx-crm/actions/workflows/pages.yml/badge.svg)](https://datasynx-ai.github.io/datasynx-crm/)
-[![license](https://img.shields.io/npm/l/@datasynx/agentic-crm.svg?color=3fb950)](./LICENSE)
+[![stars](https://img.shields.io/github/stars/datasynx-ai/datasynx-crm?style=flat&color=ffd33d)](https://github.com/datasynx-ai/datasynx-crm/stargazers)
+[![license](https://img.shields.io/github/license/datasynx-ai/datasynx-crm.svg?color=3fb950)](./LICENSE)
 [![node](https://img.shields.io/node/v/@datasynx/agentic-crm.svg)](https://nodejs.org)
 
-[**📖 Documentation**](https://datasynx-ai.github.io/datasynx-crm/) · [**📦 npm**](https://www.npmjs.com/package/@datasynx/agentic-crm) · [**💻 GitHub**](https://github.com/datasynx-ai/datasynx-crm) · [**💼 LinkedIn**](https://de.linkedin.com/company/datasynx-ai)
-
 </div>
 
-> **You don't open a CRM to find your customer. Your customer's agent finds you — briefed, current, and ready to act.**
+> **You don't open a CRM to find your customer. Your customer's agent finds _you_ — briefed, current, and ready to act.**
 
-DatasynxOpenCRM stores every customer as structured Markdown — no database, no cloud lock-in — and exposes it to any AI agent over the [Model Context Protocol](https://modelcontextprotocol.io). Your data lives on your machine; your agents read and write it natively in Claude Code, Codex, Cursor, and more.
+Your AI agents are brilliant — and forgetful. **Datasynx Agentic CRM is the long-term memory and the hands** they use to run your customer relationships. Every customer is a folder of human-readable Markdown on your own disk; **55+ purpose-built [Model Context Protocol](https://modelcontextprotocol.io) tools** let any agent load full context, score deals, forecast revenue, draft the follow-up, and log what happened — without you copy-pasting a thing.
 
----
+**No database. No cloud lock-in. No per-seat pricing. Zero telemetry.**
 
-## 5-Minute Quickstart
+<br/>
 
-```bash
-npm install -g @datasynx/agentic-crm
-
-# 1. Initialize (detects Claude Code, Codex, Cursor, Claude Desktop, ...)
-dxcrm init
+## See it in action
 
-# 2. Create your first customer
-dxcrm create "Acme Corp" --domain acme.com --email ceo@acme.com
+```text
+You    ▸  What's going on with Acme Corp?
 
-# 3. Your AI agent can now answer:
-# "Was ist los mit Acme Corp?"  →  <3 Sekunden Antwort
-```
+Agent  ▸  ⟢ get_customer_context · get_deal_health · get_relationship_health
 
----
+          Acme Corp — Negotiation · €75,000 · deal health B (78/100)
+          • Last touch 2 days ago — pricing pushback from the CFO
+          • Champion: VP Engineering (warm)   ⚠ Economic buyer quiet for 11 days
+          • Next best action: send the ROI one-pager, loop the VP Eng into the thread
 
-## Why DatasynxOpenCRM?
+You    ▸  Draft that follow-up and log it.
 
-| Problem | HubSpot | dxcrm |
-|---|---|---|
-| Monthly cost | €90–900/seat | Free (self-hosted) |
-| AI integration | Plugin/API only | Native MCP, works in Claude Code/Codex/Cursor |
-| Data ownership | Their cloud | Your machine, your files |
-| Offline access | No | Yes — pure markdown |
-| Privacy/GDPR | Complex | Full GDPR erasure built-in |
-| Customization | Limited | Fork it, it's TypeScript |
+Agent  ▸  ⟢ draft_email · log_interaction
+          ✓ Draft ready (personalized from your "ROI follow-up" template)
+          ✓ Logged to customers/acme-corp/interactions.md
+```
 
----
+> Every answer is grounded in Markdown files **you own** and can open in any editor. Nothing is hidden in a vendor database.
 
-## CLI Commands
-
-### Core
-
-| Command | Description |
-|---|---|
-| `dxcrm init` | Initialize CRM, detect & configure all AI frameworks |
-| `dxcrm create <name>` | Create new customer (`--domain`, `--email`) |
-| `dxcrm list [--filter <q>]` | List all customers |
-| `dxcrm validate` | Validate all customer data files |
-| `dxcrm guide` | Full documentation in terminal |
-| `dxcrm mcp docs` | MCP tool reference in terminal |
-
-### MCP Server
-
-| Command | Description |
-|---|---|
-| `dxcrm mcp start` | Start MCP server (stdio mode, for Claude Code / Codex) |
-| `dxcrm mcp start --http [--port 3847]` | Start MCP server in HTTP mode (for team sharing) |
-
-### Session Management
-
-| Command | Description |
-|---|---|
-| `dxcrm session open <slug>` | Set active customer session |
-| `dxcrm session close` | Clear active session |
-| `dxcrm session status` | Show current session |
-
-### Sync
-
-| Command | Description |
-|---|---|
-| `dxcrm sync <slug>` | Sync Gmail + transcripts for a customer |
-| `dxcrm sync --provider microsoft` | Sync Outlook via Microsoft Graph API |
-| `dxcrm sync --provider google-drive` | Sync Google Drive/Docs files |
-| `dxcrm sync --provider teams-transcripts` | Sync Microsoft Teams transcripts |
-| `dxcrm sync --provider google-meet` | Sync Google Meet transcripts |
-| `dxcrm daemon start` | Start background sync daemon |
-| `dxcrm daemon stop` | Stop daemon |
-| `dxcrm daemon status` | Check daemon status |
-| `dxcrm status` | Show daemon, sync state, customer counts |
-| `dxcrm status --unmatched` | List unmatched transcript queue |
-
-### Import
-
-| Command | Description |
-|---|---|
-| `dxcrm import <file>` | Import from CSV (`--from csv`, `--dry-run`) |
-| `dxcrm import ./export/ --from hubspot` | Import HubSpot multi-file export directory |
-| `dxcrm import ./export/ --from hubspot --analyze` | Pre-flight: counts, custom props, owners |
-| `dxcrm import ./export/ --from hubspot --resume` | Resume interrupted import |
-| `dxcrm import ./export/ --from hubspot --owner-map "alice@hs.com=alice"` | Map HubSpot owners to reps |
-| `dxcrm import --from hubspot --mode api` | Import HubSpot via API (v4 Associations) |
-| `dxcrm import --from salesforce --mode api` | Import Salesforce contacts + activities |
-| `dxcrm import --from pipedrive --mode api` | Import Pipedrive persons + activities |
-
-### Agents
-
-| Command | Description |
-|---|---|
-| `dxcrm agent spawn <slug>` | Spawn wake-triggered agent (Telegram on new email) |
-| `dxcrm agent status` | Show all configured agents |
-| `dxcrm agent remove <slug>` | Remove agent config |
-
-### Team / Server
-
-| Command | Description |
-|---|---|
-| `dxcrm server start` | Start HTTP MCP server (`--data <dir>`, `--port 3847`) |
-| `dxcrm server status` | Check if HTTP server is running |
-| `dxcrm audit` | Show audit trail (`--slug`, `--actor`, `--limit`) |
-
-### Goals
-
-| Command | Description |
-|---|---|
-| `dxcrm goal set "<description>" --deadline <date>` | Set a goal + get decomposed action plan |
-| `dxcrm goal status` | Show all active goals with progress |
-| `dxcrm goal update <goalId> --progress <n>` | Update goal progress (0–100%) |
-| `dxcrm goal cancel <goalId>` | Cancel an active goal |
-
-### Push Subscriptions (Real-Time Ingestion)
-
-| Command | Description |
-|---|---|
-| `dxcrm push register <slug> --provider gmail --webhook-url <url>` | Register Gmail Pub/Sub push subscription |
-| `dxcrm push register <slug> --provider microsoft-graph --webhook-url <url>` | Register MS Graph webhook |
-| `dxcrm push register <slug> --provider slack --webhook-url <url> --team-id <id>` | Register Slack Events subscription |
-| `dxcrm push status [--slug <slug>] [--provider <p>]` | Show all subscriptions with expiry |
-| `dxcrm push revoke <id>` | Revoke a subscription |
-| `dxcrm push renew --all` | Manually renew expiring subscriptions |
-
-### File Attachments
-
-| Command | Description |
-|---|---|
-| `dxcrm attach <slug> <file>` | Attach a file to a customer (copies to `customers/<slug>/attachments/`) |
+<br/>
 
-```bash
-dxcrm attach acme-corp ./proposals/acme-q2-2026.pdf
-```
+## How it works
 
-### Pipeline Stages
-
-| Command | Description |
-|---|---|
-| `dxcrm stages list` | List all configured pipeline stages |
-| `dxcrm stages set <id> <label> [--order N] [--probability N] [--color #hex] [--final]` | Create or update a stage |
-| `dxcrm stages delete <id>` | Remove a stage |
-| `dxcrm stages reset` | Reset to default stages |
-
-### Plugins
-
-| Command | Description |
-|---|---|
-| `dxcrm plugin list` | List all registered plugins |
-| `dxcrm plugin info <name>` | Show plugin details and exposed MCP tools |
-
-**Built-in plugins:**
-
-| Plugin | What it does |
-|---|---|
-| `slack` | Posts Slack notification after every interaction/deal update |
-| `stripe` | Adds `get_stripe_context` MCP tool (revenue, subscriptions) |
-| `linear` | Adds `get_linear_issues` MCP tool (linked issues per customer) |
-
-### Intelligence & Governance
-
-| Command | Description |
-|---|---|
-| `dxcrm usage [--slug <slug>]` | Transparent per-customer LLM token costs |
-| `dxcrm memory add\|list\|search` | Agent memories (per customer + global), hybrid-searchable |
-| `dxcrm sop add\|list\|find` | Standard operating procedures (global/per customer) |
-| `dxcrm tone set\|show` | Per-customer writing tonality (feeds `draft_email`) |
-| `dxcrm hygiene scan` | Data-quality scan (missing/malformed/duplicate) |
-| `dxcrm policy set <tool> <auto\|approve\|block>` | Human-in-the-loop approval policy |
-| `dxcrm approvals list\|approve\|reject` | Review gated agent actions |
-| `dxcrm autofill <file>` | Transcript → structured summary/next-steps/objections |
-| `dxcrm ask "<question>" [--slug <slug>]` | Natural-language Q&A over your CRM |
-| `dxcrm nba <slug>` | Next-best-action recommendations |
-| `dxcrm churn assess <slug>` / `dxcrm churn scan` | Churn early-warning (relationship-health based) |
-| `dxcrm leadscore train` / `dxcrm leadscore predict <slug>` | Predictive lead-scoring (learned on won/lost) |
-| `dxcrm enrich <slug> [--write]` | Enrich customer facts (offline + plugins, vault-backed) |
-| `dxcrm coach <file>` | Conversation intelligence (talk-ratio/objections/coaching) |
-| `dxcrm vault set\|get\|list\|rm` | Local AES-256-GCM credential vault |
-| `dxcrm compliance` | Governance posture (AI-Act Art.50, local-LLM, PII, guardrails) |
-
-See [docs/cli-reference.md](./docs/cli-reference.md) and [docs/compliance.md](./docs/compliance.md) for full details.
-
-### Security & Compliance
-
-| Command | Description |
-|---|---|
-| `dxcrm rbac set <actor> <role>` | Assign role (admin/manager/rep) |
-| `dxcrm rbac show` | List configured roles |
-| `dxcrm rbac check <actor> <tool>` | Check if actor can call a tool |
-| `dxcrm gdpr erase <slug> [--confirm]` | GDPR erasure (dry-run without --confirm) |
-| `dxcrm gdpr list-erasures` | Show erasure log |
-| `dxcrm security-report [--output <file>]` | Generate Markdown security questionnaire |
-
-### Backup & Restore (Enterprise)
-
-| Command | Description |
-|---|---|
-| `dxcrm backup [path]` | Backup `customers/` + `.agentic/` with SHA-256 manifest |
-| `dxcrm backup --encrypt` | AES-256-GCM encrypted backup |
-| `dxcrm backup --remote s3://bucket/path/` | Backup + upload to S3 |
-| `dxcrm backup --remote rsync://host:/path/` | Backup + rsync to remote |
-| `dxcrm backup verify <path>` | Verify backup integrity (unzip -t + manifest check) |
-| `dxcrm backup drill <path>` | Restore-drill: verify a backup is actually restorable |
-| `dxcrm backup list` | List all logged backups with size + verification status |
-| `dxcrm backup schedule --every day --keep 7` | Daily backups, keep last 7 |
-| `dxcrm backup schedule --every week --keep 4 --monthly 12` | Grandfathering retention |
-| `dxcrm restore <path>` | Restore from backup |
-
-### Email Sequences (H1)
-
-| Command | Description |
-|---|---|
-| `dxcrm sequence list` | List all sequences |
-| `dxcrm sequence create <id> --name <name>` | Create a new sequence |
-| `dxcrm sequence enroll <id> --slug <slug> --email <email>` | Enroll contact |
-| `dxcrm sequence status` | Show active enrollments |
-| `dxcrm sequence run` | Manually trigger daily send cycle |
-
-### Quotes (H4)
-
-| Command | Description |
-|---|---|
-| `dxcrm quote generate --slug <slug> --deal <dealName>` | Generate HTML quote (Q-YYYY-NNN) |
-| `dxcrm quote list [--slug <slug>]` | List all quotes |
-| `dxcrm quote get <quoteNumber>` | Get quote details |
-
-### Tickets (H6)
-
-| Command | Description |
-|---|---|
-| `dxcrm ticket list [--slug <slug>] [--status open] [--priority urgent]` | List tickets |
-| `dxcrm ticket create <slug> --title <title> [--priority high]` | Open ticket with SLA |
-| `dxcrm ticket update <slug> <ticketId> --status in-progress` | Update ticket |
-| `dxcrm ticket close <slug> <ticketId> [--resolution <text>]` | Close ticket |
-
-### Surveys (H7)
-
-| Command | Description |
-|---|---|
-| `dxcrm survey create <id> [--type nps\|csat\|ces]` | Create survey definition |
-| `dxcrm survey send <surveyId> --slug <slug> --email <email>` | Generate survey token + email |
-| `dxcrm survey results <surveyId> [--slug <slug>]` | Show NPS score + responses |
-
-### Knowledge Base (H8)
-
-| Command | Description |
-|---|---|
-| `dxcrm kb list [--category <cat>] [--public]` | List KB articles |
-| `dxcrm kb get <id>` | Get article body |
-| `dxcrm kb search <query> [--public]` | Full-text search |
-| `dxcrm kb create <id> --title <title> [--category <cat>]` | Create article |
-| `dxcrm kb delete <id>` | Delete article |
+```mermaid
+flowchart LR
+    You["🧑 You"] --> Agent
+    Agent["🤖 Claude Code · Codex · Cursor"] <-->|Model Context Protocol| MCP
 
----
+    subgraph local["🔒 Your machine"]
+        MCP["⚙️ dxcrm MCP server<br/>55+ typed tools · RBAC · audit"]
+        Files["📁 customers/&lt;name&gt;/<br/>main_facts · interactions · pipeline"]
+        MCP <--> Files
+    end
 
-## MCP Tools (56 tools for AI Agents)
-
-These tools are available to any AI agent connected via MCP (Claude Code, Codex, Cursor, etc.):
-
-| Tool | Description | RBAC |
-|---|---|---|
-| `get_capabilities` | Full tool list + CRM workflow guide | any |
-| `get_active_session` | Current active customer session | any |
-| `get_customer_context` | Complete customer brief (facts + interactions + pipeline) | any |
-| `search_customer_knowledge` | Semantic search through customer history | any |
-| `list_customers` | All customers with stage + deal value | any |
-| `log_interaction` | Record call/email/meeting | rep+ |
-| `update_deal` | Update pipeline deal stage/value | rep+ |
-| `update_customer_facts` | Create or update customer profile (creates new customer if slug doesn't exist) | admin |
-| `export_customer` | Export customer data as JSON/Markdown | any |
-| `get_deal_health` | Score deal health (A–F, 0–100) per deal | any |
-| `get_pipeline_forecast` | Aggregate weighted pipeline revenue | any |
-| `summarize_meeting` | Summarize transcript + log interaction | rep+ |
-| `get_pipeline_stages` | List configured pipeline stages | any |
-| `get_market_intelligence` | Search across all customers for patterns | any |
-| `get_relationship_graph` | Stakeholder map + knowledge graph (champions, blockers, economic buyers) | any |
-| `get_relationship_health` | Health score (0–100, A–F) per contact, decay detection, recommendations | any |
-| `run_deal_agent` | Analyze deal + generate action plan (observe/suggest/act modes) | rep+ |
-| `approve_agent_action` | Approve or reject a queued deal agent action | rep+ |
-| `simulate_revenue` | Monte Carlo pipeline forecast with P10/P50/P90 confidence intervals | any |
-| `get_playbook` | Retrieve matching playbooks for a deal situation | any |
-| `create_playbook` | Create or update a playbook with trigger DSL | rep+ |
-| `list_playbooks` | List all playbooks for a customer | any |
-| `distill_playbook` | LLM-extract reusable playbook from won/lost deal history | rep+ |
-| `pursue_goal` | Set goal + decompose into prioritized deal action plan | manager+ |
-| `get_goal_status` | Get active goals, progress, and sub-goal breakdown | any |
-| `register_push_subscription` | Register real-time push subscription (Gmail/MS Graph/Slack) | admin |
-| `get_push_status` | Show push subscriptions with expiry and event counts | any |
-| `get_org_intelligence` | Stakeholder map: champions, buyers, blockers, health scores, risk flags | any |
-| `open_deal_room` | Multi-agent deal brief: graph + health + simulation + playbook in one call | any |
-| `get_proactive_briefing` | Daily briefing: urgent alerts, opportunities, P50/P90 forecast, top action | any |
-| `list_email_templates` | List email templates by category (outreach/followup/support) | any |
-| `get_email_template` | Get full template with variable placeholders | any |
-| `draft_email` | Draft personalized email from template + customer facts | rep+ |
-| `enroll_in_sequence` | Enroll contact in multi-step email sequence | rep+ |
-| `list_sequence_enrollments` | List enrollments; filter by slug or status | any |
-| `unenroll_from_sequence` | Pause an active enrollment | rep+ |
-| `list_sequences` | List all sequences with step count + enrollment count | any |
-| `generate_quote` | Create HTML quote with auto-numbering (Q-YYYY-NNN) | rep+ |
-| `get_quote_status` | Get quote or list all quotes for a customer | any |
-| `get_booking_link` | Get Calendly booking URL, optionally pre-filled with customer info | rep+ |
-| `create_ticket` | Open support ticket with auto-SLA due date | rep+ |
-| `update_ticket` | Update ticket status or assignee | rep+ |
-| `list_tickets` | List tickets sorted by priority (cross-customer) | any |
-| `close_ticket` | Close ticket and optionally log resolution as interaction | rep+ |
-| `send_nps_survey` | Generate NPS survey token + HTML email body | rep+ |
-| `get_survey_results` | NPS score, promoters/passives/detractors, all responses | any |
-| `search_knowledge_base` | Full-text search across KB articles | any |
-| `create_kb_article` | Create or update knowledge base article | rep+ |
-| `backup_now` | Trigger immediate backup with manifest + integrity check | admin |
-| `list_backups` | List backups with date, size, verification status | any |
-| `trigger_sync` | Force immediate Gmail sync for one or all customers (bypasses 30-min daemon cycle) | rep+ |
-| `get_audit_log` | Read append-only audit log — filter by customer, actor, or limit | admin |
-
-### Tool Examples
-
-```json
-// Get customer context before a meeting
-get_customer_context({ "slug": "acme-corp" })
-
-// Log a call after it ends
-log_interaction({
-  "slug": "acme-corp",
-  "type": "Call",
-  "summary": "Discussed Q3 renewal. Budget confirmed at €50k.",
-  "with": "Max Müller",
-  "nextSteps": ["Send proposal by Friday"],
-  "direction": "inbound"
-})
-
-// Update deal stage
-update_deal({
-  "slug": "acme-corp",
-  "dealName": "Q3 Renewal",
-  "stage": "negotiation",
-  "value": 50000,
-  "probability": 75
-})
-
-// Search historical emails
-search_customer_knowledge({
-  "slug": "acme-corp",
-  "query": "pricing negotiation budget"
-})
-
-// Run deal agent (suggest mode — queues actions for review)
-run_deal_agent({
-  "slug": "acme-corp",
-  "dealName": "Q3 Renewal",
-  "autonomyLevel": "suggest"
-})
-
-// Approve a queued agent action
-approve_agent_action({
-  "slug": "acme-corp",
-  "actionId": "da_1748346900000_a3f7x2",
-  "approved": true
-})
-
-// Get matching playbook for a deal in negotiation
-get_playbook({
-  "slug": "acme-corp",
-  "stage": "negotiation",
-  "value": 75000,
-  "daysSinceContact": 10
-})
-
-// Create a playbook from proven tactics
-create_playbook({
-  "slug": "acme-corp",
-  "name": "enterprise-renewal",
-  "trigger": "deal_stage_negotiation AND value > 50000 AND days_stalled > 7",
-  "content": "# Enterprise Renewal\n\n## Steps\n1. Call economic buyer directly.",
-  "successRate": 0.73
-})
-
-// Extract playbook from a won deal
-distill_playbook({
-  "slug": "acme-corp",
-  "dealName": "Q3 Enterprise License",
-  "outcome": "won"
-})
-
-// Set a revenue goal — get decomposed action plan
-pursue_goal({
-  "goal": "Close €500k ARR this quarter",
-  "deadline": "2026-09-30",
-  "context": "Focus on existing pipeline"
-})
-
-// Check goal progress
-get_goal_status()
-
-// Register Gmail Pub/Sub push subscription (events arrive in <60s instead of 30min polling)
-register_push_subscription({
-  "provider": "gmail",
-  "slug": "acme-corp",
-  "webhookUrl": "https://myserver.com/webhooks/gmail",
-  "gmailTopicName": "projects/my-project/topics/gmail-push"
-})
-
-// Check all active push subscriptions
-get_push_status()
-// → { subscriptions: [{ id, provider, slug, status, expiresInHours, needsRenewal, eventsProcessed }], summary: {...} }
-
-// Stakeholder map: champions, buyers, blockers with health scores
-get_org_intelligence({ "slug": "acme-corp" })
-// → { slug, people: [{ name, role, healthScore, daysSinceContact, riskFlags }], missingRoles, riskAssessment, recommendation }
-
-// Multi-agent deal brief (parallel orchestration of 6 sub-systems)
-open_deal_room({ "slug": "acme-corp", "dealName": "Enterprise License 2026" })
-// → { executiveSummary, topPriorities, riskScore, stakeholders, dealHealth, revenueSimulation, recommendedPlaybook }
-
-// Proactive morning briefing (scans all customers automatically)
-get_proactive_briefing()
-// → { urgent: ["acme-corp: Sarah silent 45d"], opportunities: [...], forecast: "P50 €287k", topAction: "..." }
+    MCP -. you configure .-> Ext["✉️ Gmail · Outlook · Drive · Meet"]
 ```
 
----
+|        | Step              | What happens                                                                 |
+| ------ | ----------------- | ---------------------------------------------------------------------------- |
+| **01** | `dxcrm init`      | Detects & wires up Claude Code, Codex, Cursor, Claude Desktop — one command. |
+| **02** | Bring your data   | `dxcrm create`, import from HubSpot/Salesforce/Pipedrive/CSV, or sync Gmail. |
+| **03** | Just ask          | Your agent briefs you, drafts emails, forecasts, and logs — grounded in your files. |
 
-## Framework Integration
+<br/>
 
-`dxcrm init` automatically registers the MCP server in all detected frameworks:
+<div align="center">
 
-| Framework | Tier | Harness |
-|---|---|---|
-| Claude Code | 1 | CLAUDE.md + ~/.claude.json + .claude/settings.json |
-| Codex CLI | 1 | AGENTS.md + ~/.codex/config.toml |
-| Grok Build (xAI) | 1 | AGENTS.md + ~/.grok/user-settings.json + .grok/settings.json |
-| OpenClaw | 1 | SOUL.md + AGENTS.md + TOOLS.md |
-| Hermes Agent | 1 | SOUL.md + Skill |
-| Antigravity CLI (`agy`) | 1 | GEMINI.md + AGENTS.md + SKILL.md |
-| Cursor | 2 | `.cursor/rules/datasynx-crm.mdc` |
-| Windsurf | 2 | MCP config only |
-| Cline | 2 | MCP config only |
-| Claude Desktop | 2 | MCP config only |
+**Works with** &nbsp;·&nbsp; 🟣 Claude Code &nbsp;·&nbsp; 🟢 Codex &nbsp;·&nbsp; 🔵 Cursor &nbsp;·&nbsp; 🟠 Claude Desktop &nbsp;·&nbsp; 🔌 any MCP client
+<br/><sub>If it speaks the Model Context Protocol, it's connected.</sub>
 
----
+</div>
 
-## Data Structure
+<br/>
+
+## Datasynx Agentic CRM is right for you if
+
+- ✅ You **live in Claude Code / Codex / Cursor** and want your CRM there too — not in another browser tab.
+- ✅ You want customer data as **plain files you own**, versionable in Git, readable forever.
+- ✅ You're done **pasting context into prompts** — your agent should already know the account.
+- ✅ You want **deal scoring, forecasting, and next-best-actions** on demand, not a quarterly export.
+- ✅ You care about **privacy & GDPR** — local-first, built-in erasure, and zero telemetry.
+- ✅ You want a CRM you can **fork and extend in TypeScript**, not file a feature request and wait.
+
+<br/>
+
+## Features
+
+<table>
+<tr>
+<td align="center" width="33%">
+<h3>📁 Markdown-native data</h3>
+Every customer is a folder of <code>main_facts</code>, <code>interactions</code>, and <code>pipeline</code> files. Git-friendly, grep-able, yours forever.
+</td>
+<td align="center" width="33%">
+<h3>🔌 55+ MCP tools</h3>
+Typed tools for context, deals, comms, and intelligence — discoverable by agents via <code>get_capabilities</code>.
+</td>
+<td align="center" width="33%">
+<h3>🧠 Deal & relationship IQ</h3>
+Deal-health grades, relationship graphs, champion/blocker maps, and next-best-action recommendations.
+</td>
+</tr>
+<tr>
+<td align="center">
+<h3>📈 Revenue forecasting</h3>
+Weighted pipeline plus a Monte Carlo simulation (P10/P50/P90) and at-risk-revenue analysis.
+</td>
+<td align="center">
+<h3>✉️ Comms that close</h3>
+Email templates, multi-step sequences, HTML quotes, tickets with SLAs, and NPS/CSAT surveys.
+</td>
+<td align="center">
+<h3>🔎 Hybrid memory</h3>
+Vector + full-text search across every synced email and call transcript (LanceDB, on-device).
+</td>
+</tr>
+<tr>
+<td align="center">
+<h3>🔐 Enterprise controls</h3>
+Role-based access, an append-only audit trail, and an AES-256-GCM credential vault.
+</td>
+<td align="center">
+<h3>🛡️ Privacy by design</h3>
+Local-first storage, one-command GDPR erasure, and <strong>zero telemetry</strong>.
+</td>
+<td align="center">
+<h3>🤖 Wake-triggered agents</h3>
+An agent per customer pings you (Telegram) the moment a relevant email lands.
+</td>
+</tr>
+</table>
+
+<br/>
+
+## Without vs. with Datasynx Agentic CRM
+
+| Without                                                                          | With                                                                                      |
+| -------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------- |
+| ❌ You paste account context into every prompt — and still miss things.          | ✅ One MCP call loads the full, current briefing. The agent already knows the account.    |
+| ❌ Per-seat SaaS; your customer data lives in someone else's cloud.              | ✅ Free & open source (MIT). Data is plain Markdown on your machine.                      |
+| ❌ Switch to a separate CRM UI to update a deal.                                 | ✅ Your agent updates the pipeline in place, from inside Claude Code / Codex / Cursor.    |
+| ❌ "What exactly did we promise Acme in March?"                                  | ✅ Hybrid search over every synced email and transcript answers in seconds.               |
+| ❌ Forecasting means wrangling a spreadsheet.                                    | ✅ Weighted + Monte Carlo forecast on demand, with at-risk revenue flagged.               |
+| ❌ A security/GDPR review triggers a fire drill.                                 | ✅ `dxcrm security-report`, built-in GDPR erasure, RBAC, and audit logging out of the box.|
+
+<br/>
+
+## Why it's different
+
+|                                |                                                                                                               |
+| ------------------------------ | ------------------------------------------------------------------------------------------------------------- |
+| **Local-first by default.**    | Customers are Markdown folders on your disk. No database to run, no cloud to trust.                           |
+| **MCP-native, not bolted-on.** | Agents call typed tools — not a scraped UI — with RBAC and an audit trail on every write.                    |
+| **Grounded answers.**          | Every response traces back to files you can open and verify. No hallucinated pipeline.                        |
+| **Hybrid recall.**             | Vector + full-text search over your synced inbox and call transcripts, fully on-device.                       |
+| **Zero telemetry.**            | The CLI and MCP server phone home to nothing. The only outbound calls are integrations you explicitly enable. |
+| **Yours to extend.**           | MIT-licensed TypeScript. Fork it, add a tool, ship it.                                                        |
+
+<br/>
+
+## What's under the hood
+
+`dxcrm` is a CLI **and** an MCP server. One install gives your agents a complete revenue toolkit:
 
 ```
-~/.dxcrm/
-├── customers/
-│   └── acme-corp/
-│       ├── main_facts.md        # Customer profile (YAML frontmatter)
-│       ├── interactions.md      # All calls/emails/meetings (newest first)
-│       ├── pipeline.md          # Deal stages
-│       ├── sources.json         # Gmail query, transcript paths
-│       ├── attachments/
-│       └── transcripts/
-└── .agentic/
-    ├── config.json              # CRM configuration
-    ├── sources.json             # Global sync sources
-    ├── rbac.json                # Role assignments
-    ├── audit.log                # Append-only audit trail
-    ├── agents/                  # Per-customer agent configs
-    └── server.pid               # HTTP server PID (team mode)
+┌──────────────────────────────────────────────────────────────────┐
+│                   dxcrm MCP server  ·  55+ tools                    │
+│                                                                    │
+│  ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐  │
+│  │  Customer  │ │  Pipeline  │ │Relationship│ │   Forecasting   │  │
+│  │  Context   │ │  & Deals   │ │   Graph    │ │ (Monte Carlo)   │  │
+│  └────────────┘ └────────────┘ └────────────┘ └────────────────┘  │
+│  ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐  │
+│  │ Email · Seq│ │  Quotes ·  │ │ Tickets ·  │ │ Knowledge Base  │  │
+│  │  · Drafts  │ │  Booking   │ │  Surveys   │ │  & Playbooks    │  │
+│  └────────────┘ └────────────┘ └────────────┘ └────────────────┘  │
+│  ┌────────────┐ ┌────────────┐ ┌────────────┐ ┌────────────────┐  │
+│  │   RBAC ·   │ │   GDPR ·   │ │ Encrypted  │ │  Goals · Agents │  │
+│  │   Audit    │ │  Erasure   │ │   Vault    │ │  · Approvals    │  │
+│  └────────────┘ └────────────┘ └────────────┘ └────────────────┘  │
+└──────────────────────────────────────────────────────────────────┘
+        ▲                ▲                ▲                ▲
+  ┌─────┴─────┐   ┌──────┴─────┐   ┌──────┴─────┐   ┌──────┴──────┐
+  │  Claude   │   │   Codex    │   │   Cursor   │   │ HTTP / team │
+  │   Code    │   │            │   │            │   │   server    │
+  └───────────┘   └────────────┘   └────────────┘   └─────────────┘
+
+  Sync in:  Gmail · Outlook · Google Drive · Teams · Google Meet
+  Import:   HubSpot · Salesforce · Pipedrive · CSV
 ```
 
-### Customer Profile Schema (`main_facts.md`)
+→ Full reference: **[54 CLI commands](https://datasynx-ai.github.io/datasynx-crm/#full-cli-reference)** · **[55+ MCP tools](https://datasynx-ai.github.io/datasynx-crm/#full-mcp-reference)**
 
-```yaml
----
-name: Acme Corp
-domain: acme.com
-email: ceo@acme.com
-phone: +49 89 12345678
-industry: SaaS
-primary_contact: Max Müller
-relationship_stage: active   # prospect | active | churned | paused
-deal_value: 50000
-tags: [enterprise, strategic]
-created: 2026-01-15
-updated: 2026-05-26
----
-
-## Quick Reference
-Key facts in 2-3 bullet points.
+<br/>
 
-## Contacts
-- Max Müller (CEO) — max@acme.com
+## 🚀 Quickstart
 
-## Critical Context
-Any blocking facts the agent must know before every conversation.
-
-## Open Questions
-Outstanding items needing follow-up.
-```
-
----
-
-## Security & Compliance
+> **Requirements:** Node.js ≥ 20. Free and self-hosted — no account required.
 
 ```bash
-# Role-Based Access Control
-export DXCRM_ACTOR=alice
-dxcrm rbac set alice admin       # Roles: admin | manager | rep
-dxcrm rbac show                  # List all configured roles
-dxcrm rbac check alice update_deal  # Check permission
-
-# GDPR Erasure
-dxcrm gdpr erase acme-corp                # Dry-run (shows what would be deleted)
-dxcrm gdpr erase acme-corp --confirm      # Permanent deletion + audit entry
-dxcrm gdpr list-erasures                  # Erasure history
-
-# Security Questionnaire
-dxcrm security-report                          # Print to terminal
-dxcrm security-report --output sec-report.md  # Write to file
-```
-
-**RBAC roles:**
-- `admin` — full access: all tools including `update_customer_facts` and `export_customer`
-- `manager` — `log_interaction` + `update_deal` + all read tools
-- `rep` — `log_interaction` + `update_deal` + all read tools
-
----
-
-## Sync Setup
-
-### Gmail
+npm install -g @datasynx/agentic-crm
 
-```bash
-dxcrm init   # Sets up Gmail OAuth
-dxcrm sync acme-corp   # Sync emails for one customer
-dxcrm daemon start     # Background sync every 15 min
+dxcrm init                                   # detect & configure Claude Code, Codex, Cursor, ...
+dxcrm create "Acme Corp" --domain acme.com   # create your first customer
 ```
 
-### Microsoft Outlook
+Now open your AI agent and ask: **"What's the status on Acme Corp?"** — you'll get a grounded, current brief in seconds.
 
-Write token file, then sync:
+Migrating? Bring your existing data with you:
 
 ```bash
-# Write token (from your OAuth app)
-echo '{"accessToken":"<token>"}' > ~/.dxcrm/.agentic/microsoft-token.json
-
-dxcrm sync --provider microsoft
+dxcrm import ./hubspot-export/ --from hubspot   # also: salesforce · pipedrive · csv
+dxcrm sync acme-corp                            # pull Gmail threads + transcripts
 ```
 
-### Salesforce Import
+<br/>
 
-```bash
-dxcrm import --from salesforce --mode api \
-  --token <access_token> \
-  --url https://myco.salesforce.com
-```
+## What it's not
 
-Two-pass: contacts → customers, tasks → interactions (linked via WhoId).
+|                              |                                                                                              |
+| ---------------------------- | -------------------------------------------------------------------------------------------- |
+| **Not another SaaS tab.**    | It lives inside your AI agent and your filesystem — not a browser dashboard you have to open. |
+| **Not a database.**          | Customers are Markdown folders. Back them up with `cp`, version them with `git`.              |
+| **Not a chatbot wrapper.**   | 55+ typed MCP tools with RBAC and audit — not a single prompt pretending to be a product.      |
+| **Not a data grab.**         | Zero telemetry. Your data never leaves your machine unless you wire up an integration.        |
+| **Not lock-in.**             | MIT-licensed, plain files, export anytime. Leaving is a `cp -r` away.                         |
 
-### Pipedrive Import
+<br/>
 
-```bash
-dxcrm import --from pipedrive --mode api \
-  --token <api_token> \
-  --url https://myco.pipedrive.com
-```
+## Built for teams
 
-Two-pass: persons → customers, activities → interactions.
+Run `dxcrm` solo, or stand up a shared MCP server for the whole revenue org:
 
----
+- **Shared HTTP MCP server** — `dxcrm server` exposes the same tools to every teammate's agent.
+- **RBAC** — `admin` / `manager` / `rep` roles scope what each actor (and their agent) can read and write.
+- **SSO** — authenticate via WorkOS.
+- **Audit & compliance** — append-only audit trail, one-command GDPR erasure, and `dxcrm security-report` for vendor reviews.
 
-## Agent Wake Notifications
+→ See the [Deployment](./docs/deployment.md) and [Team Setup](./docs/team-setup.md) guides.
 
-Per-customer wake agents send a Telegram message whenever a new email arrives from that customer's domain. The daemon detects the new email during its sync cycle and calls `notifyAgentWake()` for all customers that have an agent configured.
+<br/>
 
-### Setup
+## FAQ
 
-```bash
-# 1. Export your Telegram credentials
-export TELEGRAM_BOT_TOKEN=123456789:AAxxxxx
-export TELEGRAM_CHAT_ID=987654321
+**Where does my data live?**
+In a folder you choose, as Markdown files. No database, no cloud. Back it up and version it like code.
 
-# 2. Spawn a wake agent for a customer
-dxcrm agent spawn acme-corp --channel telegram
-
-# 3. (Optional) Use a different chat ID per customer
-dxcrm agent spawn beta-gmbh --channel telegram --chat-id 111222333
-
-# 4. Check all configured agents
-dxcrm agent status
-
-# 5. Remove an agent
-dxcrm agent remove acme-corp
-```
+**Which AI tools work with it?**
+Anything that speaks MCP — Claude Code, Codex, Cursor, Claude Desktop, and more. `dxcrm init` auto-configures the ones it detects.
 
-### How it works
+**Is it really free?**
+Yes. MIT-licensed and self-hosted. No seats, no metering.
 
-1. The background daemon syncs Gmail every 30 minutes (configurable via `DXCRM_DAEMON_INTERVAL`).
-2. On a new email from a customer domain, `notifyAgentWake()` is called.
-3. If an agent config exists for that customer (`.agentic/agents/<slug>.agent.json`), a Telegram message is sent to the configured `chatId` (or `TELEGRAM_CHAT_ID` env var).
-4. The message contains customer name, email subject, and a link to open the deal room.
+**Can a whole team use it?**
+Yes — run the shared HTTP MCP server with RBAC and SSO. See [Team Setup](./docs/team-setup.md).
 
-### Environment variables
+**Can I migrate from HubSpot / Salesforce / Pipedrive?**
+Yes — `dxcrm import` brings in contacts and activity history. CSV is supported too.
 
-| Variable | Required | Description |
-|---|---|---|
-| `TELEGRAM_BOT_TOKEN` | Yes (for agents) | Bot token from @BotFather |
-| `TELEGRAM_CHAT_ID` | Yes (for agents) | Default chat ID for all agents |
-| `DXCRM_DATA_DIR` | No | Override data directory (default: `~/.dxcrm`) |
-| `DXCRM_ACTOR` | No | Set RBAC actor identity for audit trail |
-| `DXCRM_SURVEY_SECRET` | No | HMAC secret for tamper-proof survey tokens |
-| `ANTHROPIC_API_KEY` | No | Enables LLM features (summarize_meeting, distill_playbook, run_deal_agent). Falls back gracefully to rule-based analysis. |
+**Does it send my data anywhere?**
+No telemetry, ever. The only outbound calls are the integrations you explicitly configure (e.g. Gmail) and the LLM your agent already uses.
 
----
+<br/>
 
-## Team Setup
+## Documentation
 
-Run on a shared VM — all team members share one data directory:
+📖 **Full docs site:** **[datasynx-ai.github.io/datasynx-crm](https://datasynx-ai.github.io/datasynx-crm/)**
 
-```bash
-# On the VM
-dxcrm server start --data /mnt/crm-data --port 3847
-```
+- [Quickstart — real Gmail in 5 minutes](./docs/quickstart-real.md)
+- [CLI Reference](./docs/cli-reference.md) · [MCP Tools](./docs/mcp-tools.md) · [Schemas](./docs/schemas.md)
+- [Framework Integrations](./docs/integrations.md) · [Deployment](./docs/deployment.md) · [Team Setup](./docs/team-setup.md)
+- [Compliance](./docs/compliance.md)
 
-Each team member's framework config:
+<br/>
 
-```json
-{
-  "mcpServers": {
-    "datasynx-opencrm": {
-      "url": "http://vm-ip:3847/mcp"
-    }
-  }
-}
-```
+## Development
 
-Set actor identity per session:
 ```bash
-export DXCRM_ACTOR=alice
-```
-
----
+git clone https://github.com/datasynx-ai/datasynx-crm
+cd datasynx-crm
+npm ci
 
-## Manual MCP Configuration
-
-### Claude Code
-
-```json
-// ~/.claude.json
-{
-  "mcpServers": {
-    "datasynx-opencrm": {
-      "type": "stdio",
-      "command": "node",
-      "args": ["/path/to/node_modules/@datasynx/agentic-crm/dist/mcp.js"]
-    }
-  }
-}
+npm test               # Vitest (TDD) — 3000+ tests
+npm run build          # tsdown → dist/
+npm run typecheck      # strict TypeScript
+npm run lint           # ESLint (zero warnings)
+npm run docs:generate  # regenerate the CLI/MCP reference from code
 ```
 
-### Grok Build (xAI)
-
-```json
-// ~/.grok/user-settings.json
-// NOTE: Grok uses an ARRAY for mcpServers (not an object/map like Claude)
-{
-  "mcpServers": [
-    {
-      "name": "datasynx-opencrm",
-      "transport": {
-        "type": "stdio",
-        "command": "node",
-        "args": ["/path/to/node_modules/@datasynx/agentic-crm/dist/mcp.js"],
-        "env": { "DXCRM_DATA_DIR": "/path/to/your/.dxcrm" }
-      }
-    }
-  ]
-}
-```
+New contributors: start with **[CONTRIBUTING.md](./CONTRIBUTING.md)** (TDD workflow, Conventional Commits, docs generation). The published reference is generated from code and guarded by a drift test, so the docs can never fall behind what ships.
 
-Run `grok inspect` to verify the server is discovered. Grok Build reads `AGENTS.md` and `CLAUDE.md` natively — both are written by `dxcrm init`.
-
-### Claude Desktop
-
-```json
-// macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
-// Windows: %APPDATA%\Claude\claude_desktop_config.json
-// Linux: ~/.config/claude-desktop/claude_desktop_config.json
-{
-  "mcpServers": {
-    "datasynx-opencrm": {
-      "command": "node",
-      "args": ["/path/to/node_modules/@datasynx/agentic-crm/dist/mcp.js"]
-    }
-  }
-}
-```
+<br/>
 
-### Cursor / Windsurf / Cline
+## Roadmap
 
-Use the HTTP server URL after `dxcrm mcp start --http`:
+**Shipped**
 
-```
-http://localhost:3847/mcp
-```
+- ✅ 55+ MCP tools · 54 CLI commands · local-first Markdown store
+- ✅ Hybrid (vector + full-text) search over emails & transcripts
+- ✅ Sync: Gmail, Outlook, Google Drive, Teams, Google Meet
+- ✅ Import: HubSpot, Salesforce, Pipedrive, CSV
+- ✅ Deal health, relationship graph/health, Monte Carlo forecasting
+- ✅ Email templates & sequences, quotes, tickets (SLA), NPS/CSAT, knowledge base
+- ✅ RBAC, append-only audit, AES-256-GCM vault, GDPR erasure
+- ✅ Shared HTTP MCP server, SSO (WorkOS), outbound webhooks
+- ✅ Wake-triggered per-customer agents (Telegram)
 
----
+**Exploring**
 
-## Development
+- ⚪ More notification channels (Slack, WhatsApp)
+- ⚪ Optional read-only web dashboard
+- ⚪ Additional LLM providers for on-device summarization
+- ⚪ Community plugin marketplace
 
-```bash
-git clone https://github.com/datasynx-ai/datasynx-crm
-cd datasynx-crm
-npm install
-npm test          # All tests (Vitest, TDD)
-npm run build     # tsdown → dist/
-npm run typecheck # TypeScript strict check
-```
+<br/>
 
-### Running Tests
+## Community & Links
 
-```bash
-npm test                           # All tests
-npm test -- --run src/__tests__    # Unit tests only
-npm test -- --run __tests__/e2e    # E2E tests only
-npm test -- --reporter verbose     # Verbose output
-```
+- 📦 **npm** — [@datasynx/agentic-crm](https://www.npmjs.com/package/@datasynx/agentic-crm)
+- 💻 **GitHub** — [datasynx-ai/datasynx-crm](https://github.com/datasynx-ai/datasynx-crm)
+- 🐛 **Issues** — [report a bug or request a feature](https://github.com/datasynx-ai/datasynx-crm/issues)
+- 🔒 **Security** — [report a vulnerability privately](./SECURITY.md)
+- 🤝 **Contributing** — [CONTRIBUTING.md](./CONTRIBUTING.md) · [Code of Conduct](./CODE_OF_CONDUCT.md)
+- 💼 **LinkedIn** — [Datasynx AI](https://de.linkedin.com/company/datasynx-ai)
 
----
+<br/>
 
-## Docs
+## Star History
 
-📖 **Full documentation site:** [datasynx-ai.github.io/datasynx-crm](https://datasynx-ai.github.io/datasynx-crm/)
+[![Star History Chart](https://api.star-history.com/svg?repos=datasynx-ai/datasynx-crm&type=Date)](https://www.star-history.com/#datasynx-ai/datasynx-crm&Date)
 
-- [Quickstart — Real Gmail (5 min)](./docs/quickstart-real.md)
-- [CLI Reference](./docs/cli-reference.md)
-- [MCP Tools](./docs/mcp-tools.md)
-- [Schemas](./docs/schemas.md)
-- [Framework Integrations](./docs/integrations.md)
-- [Deployment](./docs/deployment.md)
-- [Team Setup](./docs/team-setup.md)
+<br/>
 
----
+## License
 
-## Community & Links
+MIT &copy; 2026 [Datasynx](https://github.com/datasynx-ai)
 
-- 📦 **npm:** [@datasynx/agentic-crm](https://www.npmjs.com/package/@datasynx/agentic-crm)
-- 💻 **GitHub:** [datasynx-ai/datasynx-crm](https://github.com/datasynx-ai/datasynx-crm)
-- 🐛 **Issues:** [Report a bug or request a feature](https://github.com/datasynx-ai/datasynx-crm/issues)
-- 💼 **LinkedIn:** [Datasynx AI](https://de.linkedin.com/company/datasynx-ai)
-- 📄 **License:** [MIT](./LICENSE)
+<br/>
 
 ---
 
 <div align="center">
-<sub>Built with TypeScript · Powered by the Model Context Protocol · © 2026 Datasynx</sub>
+<sub>Built with TypeScript · Powered by the Model Context Protocol · Your data, your machine, your agents.</sub>
 </div>