Founders OS MCP - Integration Guide¶

Open-source MCP server that puts your whole business inside Claude, Cursor, or any MCP client. Connects CRM, financials, tasks, and long-term memory behind one server - ask a single question that reads across all your business systems.

GitHub: OurThinkTank/founders-os ⭐7 · Last pushed: July 4, 2026

What It Does¶

Founders OS is a unified business interface for AI agents. Instead of connecting separate MCP servers for your CRM, task manager, financial dashboard, and knowledge base, Founders OS provides all of them behind a single MCP endpoint. Ask "Which clients are behind on payments and what tasks do I have with them?" and the agent queries across all connected systems.

Key Capabilities¶

CRM Access - Search and retrieve customer/lead records, deal stages, and contact history
Financial Overview - Revenue, invoicing, payment status, and cash flow data
Task Management - Create, read, update, and complete tasks across projects
Long-Term Memory - Persistent knowledge store for business context, decisions, and notes
Cross-System Queries - Single natural language question spans all connected systems

Installation¶

# Clone and install
git clone https://github.com/OurThinkTank/founders-os.git
cd founders-os
npm install

# Or via npx (if published)
npx -y founders-os-mcp

Hermes / Claude Desktop Configuration¶

{
  "mcpServers": {
    "founders-os": {
      "command": "node",
      "args": ["path/to/founders-os/build/index.js"],
      "env": {
        "CRM_API_KEY": "your-crm-key",
        "FINANCIALS_API_KEY": "your-finance-key",
        "TASKS_API_KEY": "your-tasks-key"
      }
    }
  }
}

CorpusIQ Use Cases¶

1. Daily Business Standup¶

"Give me a business standup: what's in my pipeline, any overdue invoices, 
and what tasks are due today?"

The agent queries CRM for pipeline, financials for overdue invoices, and tasks for due items - all in one prompt.

2. Client Health Check¶

"Show me all clients who haven't been contacted in 30+ days and have 
outstanding invoices"

Cross-references CRM contact dates with financial data to surface at-risk accounts.

3. Decision Support¶

"I'm considering raising prices for Plan B. Show me current Plan B customers, 
their usage patterns, and whether any have complained recently."

Combines CRM segmentation, usage analytics, and support history.

Operator Value¶

Use Case	Systems Queried	Time Saved
Daily standup	CRM + Finance + Tasks	15-20 min/day
Client health check	CRM + Finance	30+ min/week
Decision support	All systems	Hours per decision

Prerequisites¶

Node.js 18+
API keys for connected business systems
MCP client (Claude Desktop, Cursor, Hermes, Windsurf)

Troubleshooting¶

Issue	Fix
Server won't start	Check Node.js version (`node --version`), ensure npm install completed
CRM queries fail	Verify CRM_API_KEY is set and has read permissions
Cross-system queries slow	Systems respond sequentially; add timeouts for unresponsive connectors

External MCP Server Catalog - full curated catalog
CorpusIQ MCP Connectors - 40+ native business data connectors
MCP Documentation

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Guide created July 4, 2026. Based on Founders OS v0.x. Check GitHub repo for latest updates.

Integration with CorpusIQ¶

CorpusIQ is the connector layer that lets AI assistants read the systems a business already runs on - accounting, payments, CRM, email, files and analytics - and answer with the source named. It is read-only by design: it retrieves data and never writes to, or acts in, a connected system, which is what makes it safe to point at live accounts.

This page is part of the CorpusIQ directory, the reference we maintain for the MCP server and agent-skill ecosystem. Run alongside CorpusIQ, a third-party server like this one can be combined with a company's own business data in a single answer.

See what CorpusIQ connects