What was built
A team-facing MCP layer so the firm's staff move CRM and operational data through Claude instead of clicking through the Pipedrive interface. Only supervisors work in the CRM UI; everyone else gets the same data conversationally, under the same permissions.
| Area | Description |
|---|---|
| Tool surface | Built on Metawork's MetaPipe, with Pipedrive roles as the single enforcement layer, so access rules are not reimplemented in a second place |
| Inbound sync | A nightly PraxisMachen to Pipedrive sync with webhook lead creation, a freshness-based conflict resolver and person deduplication |
| Alerting | A grouped nightly digest that separates updated from stopped, plus heartbeat and failure alerts into the shared alert hub |
| Meeting notes | A capture wedge that stores meeting notes, applies the confidentiality rule per user, and pushes a summary plus assigned activities back to the deal |
| Deployment | CI/CD for the MCP host, so the live server stops drifting from main |
| Onboarding | The team onboarded through the post-connect mail and a walkthrough video rather than a training day |
Tech stack
| Technology | Role |
|---|---|
| Pipedrive | CRM and the permission model behind the tool surface |
| DATEV | The bridge the same layer will reach in a later milestone |
Project stats: 35 tasks, ~41h, running since May 2026.
Recently touched
- 2026-09-06 Sally end-to-end test with a test account (confidentiality rule + sally_user_id) Open
- 2026-09-06 Transcript / notes ingestion interface Open
- 2026-09-04 Pipedrive write-back (summary note + assigned activities) Open
- 2026-09-04 Live kanzlei-mcp host (178.104.255.8) is deployed by nothing and drifts from main; ACA has no systemd for the nightly sync In Progress
- 2026-09-04 Extraction — summary, decisions, action items, signals Open
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