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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

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