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Flow9 Agentic CRM

The CRM your AI agents can actually use.

Leads, deals, contacts, notes and tasks your AI reads and writes through MCP or our REST API. One shared memory for every agent you run. No dashboards to babysit.

Works with Claude, ChatGPT, Cursor and any MCP client · Cancel any time

Log that I spoke to Sara at Northwind, she wants a quote by Friday, and remind me Thursday.
  • search_records
  • add_note
  • create_task
Done. Note added to Sara Ahmed (Northwind) and a task set for Thursday 9:00.

AI assistants forget. Your business can't.

Every new chat starts from zero. Context lives in a dozen tabs, and each agent you add keeps its own notes. Flow9 Agentic gives them one place to remember who people are, what was agreed and what happens next, with permissions and an audit trail.

How it works

  1. Start for $1.

    Create a workspace and pay with Stripe. It takes about a minute.

  2. Connect your AI.

    Click "Add to Claude" or "Add to ChatGPT", or paste the MCP URL into any client. Developers grab an API key, with a separate test key.

  3. Just talk.

    "Add this lead", "What did we promise Acme?", "Move the deal to negotiation". Your AI does the CRM work.

Flow9 operated from an AI assistant chat

Everything a CRM needs, none of the clicking.

The objects, memory and search your agents need, in one workspace.

  • Real CRM objects.

    Leads, deals, contacts and companies with pipelines, statuses, owners, tags and custom fields, plus your own custom objects.

  • Memory that lasts.

    Notes, tasks and activity timelines on every record, so any agent can pick up where another left off.

  • Ask in plain language.

    Search across everything, pipeline summaries and quick reports, straight from the chat.

Flow9 operated from an AI assistant chat

Built for agents, safe for your data.

Controls that let you hand an agent real access without handing over the keys.

  • MCP-native, API-first.

    A remote MCP server with OAuth for Claude and ChatGPT, plus a documented REST API, webhooks and a TypeScript SDK.

  • Guardrails by default.

    Scoped keys, read-only connections, test-mode keys, idempotent writes, and deletion off unless you switch it on. Deletes are soft, can be restored and need admin approval.

  • See what every agent did.

    A tool-call log per connection, usage meters, and one-click revoke.

What people build with it

  • Personal CRM in Claude.

    “Who haven't I followed up with this week?” Your assistant knows, because it wrote the notes.

  • Agents that share context.

    A research agent adds the company, an outreach agent reads it, a support agent logs the call: one record, three agents.

  • A CRM backend for your product.

    Building an AI SDR, a booking bot or a client-intake agent? Use Flow9 as the system of record instead of building one.

For developers

OpenAPI spec, cursor pagination, idempotency keys, signed webhooks, test mode, and a 12-month deprecation policy on v1.

Read the docs →
curl -H "x-api-key: $FLOW9_KEY" \
  "https://api.flow9.online/v1/objects/leads/records?limit=5"

Simple pricing

Starter

For one person and their AI

$1.00/mo

or $10.00/yr

Pro

For small teams running on agents

$15.00/mo

or $150.00/yr

Grow into Flow9 Funnel

The full CRM with the AI Workforce

from $35.00/mo

Compare plans →

Start headless. Grow into the full CRM.

When you want the full app, the AI Workforce, or voice, SMS, email and WhatsApp campaigns, upgrade to Flow9 Funnel from the console. Same workspace, same data, same AI connections. Nothing to migrate.

Explore Funnel →

Questions

Give your AI a memory today.

Start for $1. Connect Claude or ChatGPT in minutes. Upgrade or cancel any time.

Start for $1

Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. Cursor is a trademark of Anysphere. Flow9 is not affiliated with them.