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CRM Project

CREATIO AG · Brain MCP

A property lead arrives, and the deal, the folder and the reply exist before anyone opens a tab. CREATIO AG is a Swiss real estate developer running deals through Missive, HubSpot, Google Drive, Make.com and Notion. They needed their AI assistant to actually do things instead of just talking about them. We built Brain MCP, a Model Context Protocol server that gives Claude direct write access to all five systems, so the team can create deals, route email, file documents and track tasks straight from chat.

Duration 4 months
Tasks 75
Meetings 8

What was built

Brain MCP is a custom Model Context Protocol server that plugs Claude into CREATIO's core business systems. The AI stopped being a chatbot and became an operator.

What the team can do in chat today:

  • HubSpot. Create and update deals, contacts and companies from inbound property leads. Business logic baked in, CRM is operated by playbooks instead of generic approach.
  • Missive. List channels, send mail, reassign conversations to the right person, move threads between folders. The inbox becomes something the AI can triage and pass on into other systems.
  • Google Drive. Find and create project folders, file documents into the correct project, and link the folder back to the matching HubSpot deal so CRM and storage stay in sync.
  • Make.com. List existing scenarios and launch them with full blueprint awareness, meaning the AI reads the scenario structure before firing it and passes the right payload.
  • Notion. The team's context, knowledge and task system. Claude creates tasks in the name of the person who asked, posts progress as comments and closes them when the work is done. Anything a human still has to confirm goes to a review queue instead. Context, decisions, rules, playbooks and handoffs live in a shared Knowledge Base, so every chat session and every team member starts fully context aware. When a project has no context yet, Claude creates it.

On top of the tools, the server exposes slash commands as MCP prompts. That is layer three of our instructions pattern: the playbooks the team wrote once are now carried by the server itself, so every Claude session starts with CREATIO's own procedures loaded instead of user remembering them.

One security measure we bake into all MCP solutions: no token and credential exposure. All sensitive data is kept in an encrypted vault and AI tools use them without ever exposing them in chats. No keys are passed into AI in plain text, ever.

Tech stack

  • Claude as the client, with repo slash commands served as MCP prompts
  • HubSpot API, Missive API, Google Drive API, Make.com API, Notion API, GitLab, Infisical

Recently touched

  • 2026-09-25 (f) Onboarding: Make scenario provisioning Workspace/Missive/Notion/Claude/HubSpot accounts + onboard_user tool In Progress
  • 2026-09-24 Adopt the core start tool: bump metamcp-core v0.4.0 → v0.17.0 and register creatio_start Done
  • 2026-09-23 Brain organised per real-estate project: bump creatio-brain-mcp to core v0.13.0 (4c3ea2c) and seed `projekte/<projekt>` knowledge folders Open
  • 2026-09-19 Notion-backed context and task tracking for Creatio (metabrain pattern, Notion instead of YouTrack) Done
  • 2026-09-13 Only the GitHub Actions deploy key still reaches the VPS — no human can SSH in, so nothing can recover a failed deploy Done

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