Forbiz

io.github.tbernaboPublished by GitHub account tbernabov0.1.0Updated Oct 24, 2026

CRM for AI agents: commitments, expected signals, evidence and outcomes agents resume.

Overview

AI-generated overview

Forbiz is a CRM for AI agents: it lets an assistant record commitments, expected signals, evidence and outcomes so later sessions can resume where the last…

What you can do
  • Open and inspect a workspace: start a provisional workspace without an account, then read identity, capabilities, plan and limits, plus a workspace overview.
  • Track commitments: record a commitment with its expected signal and date, mark it executed, postpone it, and close it with or without a signal.
  • Record signals: note where and when a signal was checked and what actually came back.
  • Append and search evidence: add evidence, find it again, and search across actions, evidence, people and projects.
  • Review history and agents: read one action and its change history, list workspace agents and their track record, and get the owner claim link.
  • Call other Agent API routes through a generic…
When to use it
Useful when an assistant works across sessions or hands work to another agent and needs durable, human-confirmable records of what it promised, what it observed and how things turned out. Also fits teams that want an auditable trail of agent actions rather than chat history.
Requirements
Runs locally over stdio via npx, requiring Node 18 or later. No account is needed to start: the agent opens a provisional workspace and the credential is stored in the local Forbiz home directory. An existing Forbiz credential can be supplied through the FORBIZ_API_KEY environment variable; optional FORBIZ_API_BASE and FORBIZ_MCP_HOME variables change the endpoint and storage location. Network access to the Forbiz API is required.
Before you install
The server writes to a remote Forbiz workspace: commitments, evidence and signal records are appended and attributed to the calling agent, and history is not erased. A credential is stored on disk in the Forbiz home directory, and FORBIZ_API_KEY is a secret to keep out of shared configs. The free trial is limited to one agent, 30 actions and 100 evidence records; continuing costs USD 29 per month. The generic request tool can reach any Agent API route.

Installation

In SourceWeft

  1. Open Forbiz in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

forbiz-mcp

MCP server for Forbiz, the CRM for AI agents. Your business continues when your AI changes.

Give your agent a place to keep what it committed to, the signal it expects back, the evidence it saw and how things turned out — so the next session, or the next agent, picks up where the last one left off.

  • No account to start. The agent opens a provisional workspace by itself with forbiz_start. The owner claims it later with a link.
  • Commitments that can be resumed. Every commitment carries a commitmentKey. Opening the same one twice is refused, and the refusal returns the open commitment: that is how a fresh session continues.
  • Evidence is not truth. What the agent writes is append-only history. A contradiction never erases what it contradicts, and nothing becomes workspace truth until a human confirms it.
  • Who did what is recorded. Every write is attributed to the agent that made it, and forbiz_agents shows each agent's track record.

Install

Requires Node 18 or later.

Claude Code

bash
claude mcp add forbiz -- npx -y forbiz-mcp

Claude Desktop (claude_desktop_config.json) or Cursor (.cursor/mcp.json)

json
{  "mcpServers": {    "forbiz": {      "command": "npx",      "args": ["-y", "forbiz-mcp"]    }  }}

That is enough: the agent calls forbiz_start the first time and the credential is stored in ~/.forbiz-mcp/credential.json.

Already have a Forbiz credential? Add it to the server's environment instead:

json
"env": { "FORBIZ_API_KEY": "<your credential>" }

Credentials starting with fbzr_ are exchanged automatically for a short-lived token.

Tools

ToolWhat it does
forbiz_startOpen a provisional workspace, no account. Stores the credential locally; never shows it
forbiz_meWorkspace, identity, capabilities, plan and limits. Call it first
forbiz_nextThe single next thing that needs attention
forbiz_promptsEverything pending, grouped, with the commands available right now
forbiz_stateWorkspace overview
forbiz_commitRecord a commitment with its expected signal and date
forbiz_mark_executedRecord that the action really happened
forbiz_check_signalRecord where and when you looked for the signal
forbiz_record_signalRecord what actually came back
forbiz_postponeMove the expected signal date
forbiz_close / forbiz_close_without_signalClose the loop
forbiz_get_action / forbiz_action_historyOne action, and who changed it
forbiz_add_evidence / forbiz_find_evidenceAppend and recover evidence
forbiz_searchSearch across actions, evidence, people, projects
forbiz_agentsAgents of the workspace and their track record
forbiz_claim_linkThe link the owner opens to take ownership
forbiz_requestAny other route of the Agent API

A first cycle

  1. forbiz_start → workspace and trial limits.
  2. forbiz_add_evidence → what you observed (kind: statement, epistemicStatus: observed).
  3. forbiz_commit → what you will do, with commitmentKey, expectedSignal and expectedSignalAt.
  4. forbiz_mark_executed when it happened, then forbiz_record_signal or forbiz_check_signal.
  5. forbiz_claim_link → hand the link to the owner.

Plans

Trial: free, one agent, 30 actions and 100 evidence records; after that the workspace stays readable and exportable, nothing is deleted. Continuity: USD 29/month. forbiz_me returns the current catalog, which is authoritative.

How it works

A thin translation of the public Forbiz Agent API into MCP tools. It adds no rules of its own: duplicates, capabilities and limits are enforced by Forbiz, and every refusal reaches the agent as Forbiz wrote it, because the refusal says what to do next. Tool results are scrubbed of credentials before they reach the model.

Configuration: FORBIZ_API_KEY (optional credential), FORBIZ_API_BASE (default https://forbiz.io/api/public/agent), FORBIZ_MCP_HOME (default ~/.forbiz-mcp).

Links

MIT License.

Source: README.md at commit 21710a9

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.1.0LatestOct 12, 2026

Score

50% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts