work2026Internal tooling, evolving
CRM documentation platform
Living documentation platform for clients' Zoho CRM setups.
work/2026
Overview
An internally built documentation platform that turns live Zoho CRM configuration into standardized, permission-filtered docs for consultants and clients.
A Claude Code skill interviews the consultant, pulls CRM metadata via a custom MCP server, and renders MDX pages that sync into a searchable Next.js site with role-based visibility.
Highlights
- Permission system filters each page by role (public, customer, internal)
- Pipeline from CRM interview to MCP fetch to MDX render to git push to Postgres sync
- Passwordless email OTP login with an internal allowlist
- Dokploy deploy with GitHub Actions CI
- Orama search and Mermaid diagrams