mailpilot-crm 0.18.0

Agent-operated CRM with Gmail as the comms layer

MailPilot

Agent-operated CRM with Gmail as the communication layer.

See it in action

Overview

MailPilot manages contacts, companies, and communication workflows through Gmail API. It is designed to be operated by AI agents -- Claude Code as the strategic orchestrator and an internal Pydantic AI agent for real-time reactive work.

Two-Layer Intelligence

1. Claude Code -- strategic orchestrator. Creates workflows, assigns contacts, reviews outcomes, generates reports. Operates the system via CLI.
2. Internal Pydantic AI agent -- subordinate tactical executor. Handles inbound email classification, auto-replies, and follow-up scheduling within workflows.

Key Capabilities

• Contact and company management -- track relationships, tag for segmentation, annotate with notes
• Activity timeline -- unified chronological log of all interactions per contact
• Email workflows -- inbound auto-reply and outbound campaigns via Gmail API with service account delegation
• Task scheduling -- deferred agent work with scheduled execution for long-running processes
• Reporting -- Claude Code queries the database and generates activity summaries, relationship health, and campaign effectiveness reports

Architecture

• CLI-first -- JSON output, meaningful exit codes, actionable errors. Designed for LLM agent consumption.
• PostgreSQL -- contacts, companies, workflows, emails, activities, tags, notes. Raw SQL via psycopg, no ORM.
• Gmail API -- service account domain-wide delegation. Pub/Sub for real-time notifications. History API for incremental sync.
• Pydantic AI -- stateless agent invocations with tool access. Per-contact advisory locks for concurrency.
• Observability -- Pydantic Logfire (OpenTelemetry-based) for tracing and logging.

Tech Stack

• Python 3.14
• PostgreSQL 18
• Gmail API (google-api-python-client)
• Pydantic AI (agent framework)
• Pydantic Logfire (observability)
• Click (CLI)
• basedpyright (strict type checking)
• ruff (formatting and linting)
• pytest (testing)

Quick Start

# Install dependencies
uv sync

# Configure
mailpilot config set database_url postgresql://localhost/mailpilot
mailpilot config set google_application_credentials /path/to/service-account.json
mailpilot config set anthropic_api_key sk-ant-...

# Create an account
mailpilot account create --email [e-mail] --display-name "User Name"

# Sync emails
mailpilot account sync

# Start the sync loop
mailpilot run

Development

make check    # lint + tests
make lint     # ruff format + ruff check + basedpyright
make py-test  # pytest -x

Documentation

• SPEC.md -- single source of truth (goals, constraints, invariants, tasks, bugs).
• CLAUDE.md -- operator/agent guide.

License

Private.