CordysCRM

Cordys CRM is an open-source, self-hosted CRM system that manages the full sales lifecycle (leads to cash) including accounts/contacts, opportunities, contracts, and payments/collection workflows. It also advertises integration points (open API/standard interfaces, BI via DataEase) and AI/agent enablement via a “CRM Skills” interface.

Evaluated Mar 30, 2026 (0d ago)

Homepage ↗ Repo ↗ Crm crm sales-ops open-source self-hosted spring-boot vue docker ai-integration bi

⚙ Agent Friendliness

/ 100

Can an agent use this?

🔒 Security

/ 100

Is it safe for agents?

⚡ Reliability

/ 100

Does it work consistently?

Score Breakdown

⚙ Agent Friendliness

MCP Quality

Documentation

Error Messages

Auth Simplicity

Rate Limits

🔒 Security

TLS Enforcement

Auth Strength

Scope Granularity

Dep. Hygiene

Secret Handling

Self-hosted design is positioned as private-data controlled. README provides a default username/password for initial access (risk if exposed). TLS/auth and API-level security controls are not evidenced in the provided text, so scores are conservative. Dependency and secret-handling practices are not verifiable from the README alone.

⚡ Reliability

Uptime/SLA

Version Stability

Breaking Changes

Error Recovery

Best When

You want an on-prem CRM with broad functionality and you’re willing to integrate/extend using the platform’s APIs and skills connectors.

Avoid When

You need well-documented public developer APIs/SDKs (with OpenAPI specs) and agent-ready MCP tool contracts beyond what’s shown in the README.

Use Cases

• Self-hosted CRM for lead distribution, pipeline tracking, and sales operations
• Customer/contact and opportunity management with modular configuration
• Sales analytics/BI via integration with DataEase
• AI-assisted workflows via “CRM Skills” / OpenClaw AI integration
• Enterprise deployments requiring on-prem/private data control

Not For

• Organizations that require a purely SaaS-only CRM without self-hosting
• Teams that need a fully specified, public developer REST/SDK interface from the README alone
• Use cases that require OAuth-based third-party API access documentation with clearly enumerated scopes (not evidenced here)

Interface

REST API

GraphQL

gRPC

MCP Server

Yes

SDK

Webhooks

Authentication

Methods: Web app login (username/password)

OAuth: No Scopes: No

README only states default credentials for initial access; it mentions RBAC/permissions at the UI level but does not document API auth methods, token types, or granular scopes.

Pricing

Model: Self-hosted open source (Fit2Cloud Open Source Lic

Free tier: No

Requires CC: No

No hosted pricing details are provided in the README; deployment is via Docker and/or a self-hosted installer.

Agent Metadata

Pagination

unknown

Idempotent

False

Retry Guidance

Not documented

Known Gotchas

⚠ The README does not provide concrete MCP server endpoints/tool names or schemas, so an agent may not reliably invoke CRM Skills/MCP tools without additional docs.
⚠ API-level auth, rate limits, pagination parameters, and error formats are not documented here, which can cause brittle agent behavior.

Alternatives

Metabase/other BI + a dedicated CRM (e.g., SuiteCRM, Odoo CRM) Salesforce CRM (SaaS) or HubSpot (SaaS) Open-source CRM suites such as SuiteCRM or ERP systems with CRM modules like Odoo

Full Evaluation Report

Comprehensive deep-dive: security analysis, reliability audit, agent experience review, cost modeling, competitive positioning, and improvement roadmap for CordysCRM.

AI-powered analysis · PDF + markdown · Delivered within 30 minutes

$99

Package Brief

Quick verdict, integration guide, cost projections, gotchas with workarounds, and alternatives comparison.

Delivered within 10 minutes

Score Monitoring

Get alerted when this package's AF, security, or reliability scores change significantly. Stay ahead of regressions.

Continuous monitoring

$3/mo

API endpoint ↗ Agent guide ↗ Report inaccuracy

Scores are editorial opinions as of 2026-03-30.