🧠 Strategic Memory CRM

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A lightweight behavioral intelligence CRM platform and Model Context Protocol (MCP) Server that models trust dynamics, negotiation patterns, influence structures, organizational politics, and relationship risk — instead of just storing deals and sales pipelines.

Built for strategists, executives, and AI agents navigating complex stakeholder ecosystems where who trusts whom matters more than who bought what.

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📸 Visual Showcase

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🏗️ System Architecture

flowchart TD
    subgraph DataLayer["💾 Persistent State Layer (data/crm_state.json)"]
        Stakeholders["Stakeholders (Profiles, Goals, Vulnerabilities)"]
        Relationships["Relationships (Asymmetric Trust & Reciprocity)"]
        Interactions["Interactions (Meetings, Commitments, Favors)"]
    end

    subgraph IntelligenceEngine["🧠 Behavioral Intelligence Engines"]
        Trust["Trust Dynamics Engine
(Passive Decay, Reciprocity Balance)"]
        Influence["Influence & Politics Engine
(NetworkX PageRank, Brokers, Coalitions)"]
        Negotiation["Negotiation Profiler
(Style Classification, Promise-Breaker Detection)"]
        Entropy["Relationship Entropy Engine
(Shannon Unpredictability & Volatility)"]
        Risk["Composite Risk Assessment
(Actionable Drivers & Mitigations)"]
    end

    DataLayer <--> IntelligenceEngine

    subgraph DualInterface["⚡ Dual-Mode Interface"]
        subgraph WebApp["🖥️ Web Dashboard (Port 5088)"]
            Flask["Flask Web Server"]
            UI["Dark Glassmorphism UI & Vis.js Graph"]
            AdvisorUI["Live AI Advisor (Gemini / Claude / OpenAI)"]
        end

        subgraph MCPLayer["🔌 Model Context Protocol (FastMCP)"]
            MCPServer["mcp_server.py (Stdio JSON-RPC)"]
            MCPTools["7 Specialized Intelligence Tools"]
        end
    end

    IntelligenceEngine <--> DualInterface

    subgraph AIAssistants["🤖 AI Clients & Agents"]
        Claude["Claude Desktop"]
        Cursor["Cursor IDE"]
        Antigravity["Google Antigravity"]
        Agents["Autonomous Code Agents"]
    end

    MCPLayer <==> AIAssistants

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🔌 Model Context Protocol (MCP) Server

Strategic Memory CRM acts as a dedicated AI Relationship Memory Layer over MCP. AI assistants in Claude Desktop, Cursor, VS Code, or Antigravity can directly query stakeholder psychometrics, inspect organizational politics, and generate tactical negotiation briefings without opening a browser.

🛠️ Exposed MCP Tools

MCP Tool	Parameters	Description
list_stakeholders	None	Returns all stakeholders with organization, role, hierarchy tier, dominant negotiation style, and risk score.
get_stakeholder_intel	stakeholder_id (id or name)	Comprehensive behavioral intelligence report: trust ties, psychometrics, reliability, risk drivers, allies, and rivals.
get_organization_politics	None	NetworkX power map: top informal influencers (PageRank), information bridges & gatekeepers (betweenness), and hidden coalitions.
analyze_relationship	source_id, target_id	Deep dyadic analysis: asymmetric trust scores, reciprocity balance, Shannon entropy (volatility), and shared interaction history.
log_interaction	source_id, target_id, interaction_type, summary, sentiment, commitments_kept...	Logs a new meeting/call/favor/conflict, recalculates trust decay/growth, updates reciprocity balance, and saves to database.
add_stakeholder	name, role, organization, org_tier, personality, goals...	Creates a new stakeholder profile in the strategic memory database with personality traits.
generate_tactical_briefing	stakeholder_id, meeting_objective	Generates an executive pre-meeting negotiation battleplan, power lever analysis, and critical pitfalls.

🚀 Claude Desktop & Cursor Setup

Add the following configuration to your claude_desktop_config.json or Cursor MCP settings:

{
  "mcpServers": {
    "strategic-memory-crm": {
      "command": "python",
      "args": ["G:/git@adacreativeco/strategic-memory-crm/mcp_server.py"]
    }
  }
}

💡 Example AI Prompts with MCP

Once connected, ask your AI assistant:

• "Who are the informal power brokers and gatekeepers in our merger ecosystem?"
• "Analyze the trust volatility and political risk between Marcus Vance and Elena Rostova."
• "I have a high-stakes alignment meeting with David Chen tomorrow. Generate a tactical negotiation briefing with opening moves and concession boundaries."
• "Log a positive negotiation with Sarah Jenkins: she agreed to our Q3 timeline and kept her commitment."

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🚀 Core Intelligence Engines

1. 🤝 Asymmetric Trust Dynamics (trust.py)

Trust is modeled as an evolving, directional signal ($A ightarrow B eq B ightarrow A$) influenced by:

• Passive Temporal Decay: Unattended relationships decay toward neutral over time ($\lambda = 0.005/ ext{day}$).
• Reciprocity Balance: Tracks one-sided favor economies; chronic imbalances induce trust penalties.
• Commitment Reliability: Kept commitments award $+0.08$ trust; broken commitments penalize $-0.15$; betrayals penalize $-0.25$.
• Personality Compatibility: Psychological affinity nudges trust based on complementary Big-Five traits.

2. ⚔️ Negotiation Behavioral Profiler (negotiation.py)

Classifies stakeholders into behavioral archetypes based on empirical negotiation history:

• Dominator: High frequency of power moves, rarely makes concessions.
• Accommodator: Chronic concession maker, avoids direct confrontation.
• Collaborator: Balanced give-and-take, high commitment reliability ($>85%$).
• Competitor: Aggressive value claimer with moderate concessions.
• Pattern Detection: Identifies Serial Promise-Breakers, Pure Escalators, Chronic Yielders, and Rapport Builders.

3. 🕸️ Network Centrality & Organizational Politics (influence.py)

Powered by NetworkX:

• PageRank Power: Identifies informal influencers whose opinions cascade through the network.
• Betweenness Centrality & Articulation Points: Identifies structural bottlenecks (gatekeepers) and critical communication bridges (brokers).
• Community Detection: Uncovers hidden coalitions and informal faction clusters.

4. 📈 Shannon Relationship Entropy (entropy.py)

Quantifies relationship volatility and unpredictability using information theory: $$H(X) = -\sum p(x) \log_2 p(x)$$ Combined with trust delta variance and interaction regularity to flag erratic, high-entropy stakeholder ties.

5. 🎯 AI Strategic Advisor (app.py & mcp_tools.py)

Generates structured pre-meeting battleplans with 4 distinct analytical sections:

1. Psychological Diagnosis: Core drivers, hidden agendas, and mindset.
2. Strategic Leverage & Vulnerabilities: Identified soft spots and leverage anchors.
3. Tactical Playbook: Opening framing, concession strategy, and closing techniques.
4. Critical Pitfalls: Psychological landmines to avoid.

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🛠️ Quick Start

1. Clone & Install Dependencies

git clone https://github.com/adacreativeco/strategic-memory-crm.git
cd strategic-memory-crm
pip install -r requirements.txt

2. Run the Web Dashboard

python app.py

Open http://localhost:5088 in your browser.

3. Run the MCP Server

python mcp_server.py

4. Run Automated Test Suite

python -m unittest discover tests

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📂 Project Structure

strategic-memory-crm/
├── app.py                          # Flask web dashboard & REST API server
├── mcp_server.py                   # Model Context Protocol (MCP) server entry point
├── pyproject.toml                  # Standard Python package metadata & scripts
├── requirements.txt                # Production dependencies (Flask, NetworkX, NumPy, SciPy, MCP)
├── strategic_memory_crm/
│   ├── models.py                   # Core dataclasses (Stakeholder, Interaction, Relationship, CRMState)
│   ├── storage.py                  # Real-time JSON persistence load & save engine
│   ├── trust.py                    # Asymmetric trust dynamics & passive decay engine
│   ├── negotiation.py              # Behavioral negotiation profiling & pattern detection
│   ├── influence.py                # Graph centrality, gatekeepers, brokers & coalitions (NetworkX)
│   ├── entropy.py                  # Shannon entropy & relationship volatility scoring
│   ├── risk.py                     # Composite risk assessment & actionable mitigations
│   ├── mcp_tools.py                # Modular MCP behavioral intelligence tools
│   ├── graph.py                    # Vis.js JSON graph serialization
│   ├── simulation.py               # Interaction history simulator
│   └── dataset.py                  # Fictional corporate M&A dataset generator
├── templates/                      # Jinja2 HTML templates
│   ├── base.html                   # Dark-themed master layout
│   ├── dashboard.html              # Relationship matrix, statistics & action modals
│   ├── stakeholder.html            # Profile, timeline & AI Strategic Advisor
│   └── graph.html                  # Interactive Vis.js network graph
├── static/
│   └── style.css                   # Responsive dark UI styling
├── tests/
│   ├── test_crm.py                 # Core CRM behavioral engine unit test suite
│   └── test_mcp.py                 # MCP server & tools unit test suite (25 tests total)
└── data/
    └── crm_state.json              # Persistent database state

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📄 License

Distributed under the Apache 2.0 License. See LICENSE for details.

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