@ontoboom/crm

Account-based B2B CRM: companies, contacts, deals, pipeline stages, activities, and ownership. Designed as the canonical schema for agents that need to reason over a sales pipeline without per-tenant guessing.

15
Classes
16
Object properties
33
Data properties
0
Individuals

Connect this ontology

Checking…
MCP endpoint
https://mcp.ontoboom.com/o/@ontoboom/crm@0.1.0
{
  "mcpServers": {
    "ontoboom": {
      "url": "https://mcp.ontoboom.com/o/@ontoboom/crm@0.1.0",
      "transport": "sse"
    }
  }
}

Two manifest-derived tools are exposed in this iteration:list_entities anddescribe_entity. More tools (find_relationship, enumerate_values) ship as followups.

README

# @ontoboom/crm

A B2B CRM ontology covering the account → contact → opportunity → close loop.

## Why this exists

Most CRM SaaS products ship overlapping but incompatible schemas. Agents that
hop between them either hallucinate field names or require per-vendor adapters.
This pack gives you one canonical model that downstream tools can map into.

## Coverage

- **Account** (Company) — the legal entity you're selling to.
- **Contact** — individual at the Account.
- **Lead** — pre-qualified Contact with a stated interest.
- **Opportunity / Deal** — open or closed sales motion against an Account.
- **PipelineStage** — ordered stage in your sales pipeline.
- **Activity** — touchpoint (email, call, meeting, note) linked to one or more
  Contact / Account / Opportunity.
- **Owner** — the rep responsible for an Account or Opportunity.
- **Industry**, **CompanySize**, **DealSource** — enumerated dimensions used
  for routing, scoring, and reporting.

## SHACL constraints worth knowing

- An Opportunity requires `stage`, `amount` (>= 0), `closeDate`, and a single owner.
- A Contact requires an email matching a basic regex; phone numbers are optional but format-checked.
- `Account.industry` is constrained to a list of high-level NAICS-style buckets so cross-vendor mapping is easier.

## Forking

Fork this pack and customize before publishing under your own namespace —
particularly the `Industry` enumeration if your business is sector-specific.

No reviews yet · Be the first to review.

Sort: