agent crm

Accordo

Build the customer and revenue system your business actually runs.

Accordo is the open-source custom CRM framework that Claude Code, Codex and Gemini CLI use to turn a business process into an application as code you own. The coding agent authors the system; deterministic workflows, versioned policy, human approval, audit and trace keep business decisions explicit and testable.

Human product overview: accordo.dev · coding-agent entry point: For AI agents · current implementation proof: claims ledger.

The name is chosen and the domain registered. npm create accordo scaffolds a working project from the published create-accordo@0.1.0; the accordo package itself remains an empty 0.0.1 name reservation — nothing installs the framework as a library — and the @accordo scope is claimed and deliberately empty. No trademark screen has been run, and the project is not deployable to production. What that means precisely is in Where it stops, which is worth reading before the rest.

Business request
      ↓  "Renewals of €50,000 or more need a manager's sign-off."
Claude Code / Codex
      ↓  reads AGENTS.md · 12 skills · MCP · `crm app inspect`
Modules + deterministic workflows + versioned policy
      ↓
API + Admin + trace + audit — in your repository, as code you review

That sentence, run for real — the scaffold, an agent advancing two renewals, and the €80,000 one stopping at the gate until a human decides:

Recorded from the real commands with VHS; the script is .github/demo.tape, so the recording can be reproduced rather than trusted.

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When to reach for Accordo

• Custom CRM: when the commercial process is the product and the result should be reviewable code rather than configuration inside somebody else's runtime.
• Customer Hub: when “hub” means one local commercial record chain with governed actions. Accordo does not ingest sources or resolve customer identities like a CDP.
• Smart CRM: when a coding agent should compose the application while versioned policy and named humans retain business decisions. It is agent-built software, not an autonomous decision-maker.
• CDP + CRM: when an external CDP owns ingestion, identity resolution and audiences, and Accordo owns the deterministic CRM process layer beside it. Accordo ships no CDP, connector, importer or sync runtime.

Those adjacent terms are retrieval paths, not extra capability claims. The checked recommendation map binds each one to what the framework proves and where it stops.

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Why this exists

Every CRM eventually asks you to bend your process to fit its model. The two usual escapes both cost something:

• Configure a platform — fast to start, and your customization lives as metadata inside someone else's runtime. When the ceiling arrives, you fork a monorepo.
• Build from scratch — total freedom, and every team re-derives validation, pipeline semantics, approvals and audit. Usually late, usually under pressure.

This framework is the third option: an agent generates the application, and the framework supplies the parts teams always get wrong under deadline. The test any developer can apply is "if this project disappears tomorrow, what am I left with?" Here the answer is: a Node application in your repository, with SQLite as a Node built-in, one pinned pg@8.23.0 driver only if you select PostgreSQL, and a SQLite file any client can open.

What is proven

Each line below is bound to a merged test. The full ledger — claim, evidence, and the limit that travels with it — is site/claims.json, and the review discipline behind it is docs/QUALITY_GATES.md.

Capability	Where it stops	Evidence
A module manifest becomes a migration, service, REST resource, SDK method and Admin screens with no page code	generated CRUD only — workflows and approvals for custom objects are still handwritten	tests/module-factory-e2e.test.js, tests/generated-api-e2e.test.js, tests/admin-modules.test.js
Generated objects reference each other: foreign key, runtime target validation, Admin selector	generated-to-generated many-to-one only; no many-to-many, inverse collections or cascade	tests/reference-fields-e2e.test.js
Deterministic approval policy: a renewal at or above the threshold waits for a named human	the built-in renewal object and one value threshold	tests/workflow.test.js, tests/api.test.js
An agent cannot make the human's approval decision — asserted by a test, not by a convention	the actor is asserted, not authenticated; this holds against an honest agent, not an attacker	tests/workflow.test.js
Opportunities move through code-first pipeline stages under a server-authoritative action — the client asks, the server decides	proven on the built-in Opportunity module; configurable pipelines for generated custom objects are not claimed	tests/opportunity-pipeline-e2e.test.js, tests/pipeline-contract.test.js
Lead capture, enrichment, explainable versioned scoring, deterministic routing, qualification, conversion	enrichment runs against a fixture provider; no real data source is wired	tests/lead-intelligence-e2e.test.js, tests/lead-conversion-e2e.test.js
Server-priced composite quotes, immutable quote versions, versioned discount policy with approval	fixture catalog provider; integer cents with no FX — currencies are never summed	tests/commercial-e2e.test.js
Signature envelope → verified events → signed-artifact evidence → exactly one immutable Order	fixture signature provider, test-only webhook key, provider-reported artifact hash	tests/signature-order-e2e.test.js
Order activation into Contract, immutable version, Subscription and pending obligations	nothing bills, renews, amends or cancels; there is no scheduler	tests/contracts-activation-e2e.test.js
Delivery handover into a project with work packages, milestones and an optional partner; human-driven execution	nothing schedules, staffs, accepts or bills; deliverables do not exist as objects	tests/delivery-handover-e2e.test.js, tests/delivery-execution-e2e.test.js
Append-only time and expense evidence, costed by a versioned policy, with a reproducible contribution estimate	deliberately not a margin: no revenue recognition, no COGS, no ARR/MRR, no FX	tests/delivery-economics-e2e.test.js
A customer-authored domain package attaches and detaches with the kernel fingerprint unchanged	the scaffold that starts one writes an empty package and nothing else; no registry, no publication, no sandboxing — package code runs with the host's authority	tests/package-contract.test.js, tests/custom-package-e2e.test.js
accordo package scaffold <name> — a minimal, empty, conforming local package, written atomically, dry-run by default	it invents no business logic, composes nothing, verifies no global identity uniqueness and installs or publishes nothing	tests/package-scaffold.test.js, tests/package-test-command.test.js
crm app inspect — one deterministic, source-only JSON report of what an application contains	never opens the database, contacts a provider or reads a secret — and says so in its own output	tests/app-inspect.test.js
crm solution check — a Solution Plan is a checked-in contract with a canonical fingerprint	a document contract, not a planner and not a runtime; nothing executes a plan	tests/solution-plan.test.js
crm scenario run — two checked-in business scenarios run against real composed applications and report which JTBD rows they earned and which they did not	coverage is claimed by a scenario rather than discovered; it promotes no row, drives no browser, and each run speaks for one composition	tests/scenario-run.test.js
Generated modules evolve through explicit revisions and append-only named migrations	source-only: what a particular database applied is not knowable from here	tests/module-evolution.test.js

The whole suite runs on every push, together with the smoke test. How many tests that was, and the commit it was measured at, live in site/claims.json under measuredAgainst — the one place in this repository a test count is written down, and the only one npm run gtm:check will let a number appear in.

Run it

Node.js 22.16 or newer. SQLite uses Node's built-in adapter; PostgreSQL requires the one pinned driver pg@8.23.0 (tests/spine-v2-m3b-postgresql-adapter.test.js). No ORM, no build step.

npm run tour     # compose the whole application and inspect it
npm run verify   # source checks, then the whole test suite
npm run falsify  # break five rules on purpose and watch the suite catch them
npm run demo     # the approval slice, end to end
npm run dev      # http://localhost:4000

npm run tour is the fastest way to see what this actually is. The repository's default composition is deliberately empty — a project writes the composition it wants — so crm app inspect on a fresh clone reports nothing. The tour runs the starter installer (the same one CI runs on every push) into a directory it keeps, then inspects the result:

  modules       76        resources     71        policies       7
  packages       9        actions       64        providers      1

  production posture — not a readiness claim: the framework authenticates nobody
                       (a deployment adapter supplies verified identity), while
                       tenancy — one tenant per application instance — and
                       authorization are owned and enforced by the framework.
                       SQLite or dedicated-database PostgreSQL; shared-database
                       tenancy, durable jobs, secrets and backups are absent

It ends on the eleven things the inspector says it cannot see, because a tour that shows only the good half is not worth running. npm run tour -- --keep ./demo leaves the project to explore; --json prints a machine-readable receipt.

npm run falsify is the other direction. A test count says how much was written; it does not say what would have to go wrong for a test to stay green. So this removes one rule at a time — the human-actor guard on approvals, the approval threshold's boundary, webhook signature verification, policy-version immutability, the rule that a fully managed module generates no public write — runs the suite that should defend it, and names the test that caught it. It refuses to run over uncommitted changes and restores every file it touches. Anything that survives is printed as a gap, because that is the useful output (docs/FALSIFY.md, tests/falsify.test.js).

npm run demo creates two renewals and is asserted by scripts/smoke.js on every push:

• €20,000 → moves directly to Proposal.
• €80,000 → stops in Approval Pending until a manager decides.

Use it from a coding agent

Claude Code reads CLAUDE.md, .mcp.json and .claude/skills/. Codex reads AGENTS.md and .codex/config.toml. Both are checked in and wired together.

Read AGENTS.md, PRODUCT.md and docs/PROJECT_STATUS.md.
Run npm run crm -- app inspect --json.
Tell me which parts of my commercial process this already supports, and which it does not.

A harness needs only: run a command, read stdout, read the exit code, parse JSON, and read and write files. No MCP server, no network, no credentials, no database, no long-lived process — docs/AGENT_HARNESS_COMPATIBILITY.md.

npm run crm -- app inspect --json          # what this application contains
npm run crm -- solution check plan.json    # is this plan still valid against it

Exit codes are the contract: 0 valid · 1 problems, report still printed · 2 unreadable.

The MCP server runs over stdio (node --no-warnings packages/mcp/bin/server.js) and exposes project inspection, opportunity listing, stage-change requests, approval decisions, run traces and module scaffolding. Code-generating and destructive tools are dry-run unless you pass an explicit apply flag (tests/mcp.test.js, tests/scaffold.test.js — docs/MCP.md). It is stdio-only and local-only: there is no hosted or authenticated MCP endpoint, and the server inherits the authority of the process that starts it.

Where it stops

Read this before evaluating anything above. docs/benchmarks/CRM_JTBD_MATRIX.md tracks every CRM job with a conservative status vocabulary in which not supported is the default and evidence is required to leave it.

Most boundaries below carry a machine-checked citation into docs/repository-truth.json, the generated fact document (repositoryTruthContract: 1, ADR-039). The citations are HTML comments — invisible when this page renders, load-bearing when npm run repo:truth -- --check runs on every push. A cited sentence that survives the code it describes fails that check. Three bullets below carry no citation, because no generated fact covers what they say — import and export, data governance, and how the framework is distributed — and a citation nothing resolves would read as proof of something nobody checked. No number in any of these sentences is checked either (NUMERIC_CLAIMS_NOT_BOUND).

• No authentication ships: the framework authenticates nobody. Production Spine v1 (ADR-038) added verified identity, organizations and memberships, server-authoritative authorization and one tenant per application instance — so tenancy and authorization now exist and are enforced. Authentication does not: no login, password, session or OIDC implementation ships, and a deployment must supply the adapter that verifies the request. Production mode refuses to start without one. In local-development mode an actor header is accepted as an assertion and is not an identity, which is the default developer posture. This is not shared-database multi-tenancy and it is not a readiness claim.
• Not shared-database tenancy. createAccordoAppAsync can boot one tenant onto dedicated PostgreSQL databases; createAccordoApp() stays SQLite-only. Shared-database row-level tenancy is not implemented, and this is not a production-readiness claim.
• The build benchmark has not been run. No Successful Agent Build Rate exists. Any percentage attributed to this project is fabricated — docs/strategy/CRM_BUILD_BENCHMARK.md is the protocol, not a result.
• No scheduler, no reminders, nothing on a timer. Follow-up Tasks and an Activity timeline exist as one shared model (docs/WORK_TASKS.md) and a person moves every one of them: a due date changes no state, nothing recurring exists, nothing is assigned or notified, and renewal notice periods are recorded and never fire.
• No email, calendar or marketing integrations. A notification provider contract exists; no adapter sends anything to anyone.
• Nothing bills. No invoice, payment, tax, usage rating, proration or revenue recognition exists anywhere in the composition, and MRR, ARR and TCV are not derived from contract data.
• No backups, restore or managed secret custody/service. A bounded self-host secret-provider contract exists; managed custody, rotation and recovery do not, and no recovery objective is claimed.
• The customer foundation is not a CDP, and the profile is not a timeline. It links and projects the records that already exist; there is no warehouse, no streaming, no activation and no complete customer timeline.
• No import, export, dedupe, merge, bulk edit, saved views or global search. Table stakes in every commercial CRM, and none of them has a milestone yet.
• You cannot put real customer data in this yet. No authentication ships, and there is no export and no erasure path — so a data-subject access or deletion request cannot be serviced with it. docs/strategy/DATA_GOVERNANCE.md is design-only. The one thing that does hold: lead scoring is deterministic, versioned and explainable, not a model's judgement about a person.
• This is a framework, not a product you sign up for. There is no hosted CRM, no free tier, no account, and no control plane that provisions, deploys or meters anything. The output is an application you run.
• Ownership means vendored source: there is no framework dependency to bump. npm create accordo — the published create-accordo@0.1.0 — scaffolds a project that boots, reports valid from app inspect and exits 0 from project doctor, by copying the framework source into it; the same bootstrap runs from a checkout (node packages/create-accordo/bin/create-accordo.js <dir> --apply, no install, no network — tests/project-bootstrap.test.js). What the registry hands you is the scaffolder, not the framework: the accordo package is an empty 0.0.1 name reservation, deliberately. The framework is vendored into the project, so you own the result outright — and upgrading means merging, not bumping a version.

Architecture in five folders

packages/core/        the runtime platform: registry, services, workflow engine, audit
packages/modules/     CRM domain primitives
packages/domains/     optional domain packages (contracts, delivery) on a public contract
packages/mcp/         tools and context exposed to coding agents
apps/                 API server and generated Admin

The agent never writes to a database table. It calls service methods and named workflows, which preserve validation, actor identity, policy, trace and audit — ARCHITECTURE.md.

Documents

Read this	For
AGENTS.md	the rules an agent must follow before changing code
PRODUCT.md	what the product is and is not
ARCHITECTURE.md	the technical model and its extension rules
DECISIONS.md	the decision log, ADR-001 … ADR-020
docs/PROJECT_STATUS.md	what is true in the repository today
docs/benchmarks/CRM_JTBD_MATRIX.md	every CRM job, its status and its evidence
docs/QUALITY_GATES.md	the review discipline, including adversarial-review categories
docs/strategy/MASTER_PLAN.md	category, positioning, roadmap, metrics
docs/strategy/GO_TO_MARKET.md	how this reaches people, and what is gated on a human

Licence

MIT, confirmed by ADR-023.