# Metadot Documentation — Full Content > This file contains the complete documentation for the Metadot platform. > It is designed to be consumed by LLMs and AI assistants. > For a summary index, see /llms.txt --- ## Getting Started Welcome to the Metadot documentation. This site covers all modules in the platform. ## Available Modules - **CRM** — Manage contacts, companies, deals, and pipeline - **Assets** — Track your asset inventory, checkouts, and locations - **Tickets** — Handle support tickets and canned responses - **BookMe** — Booking calendars and guest scheduling - **Inventory** — Manage inventory items, stock, and transactions - **Suppliers** — Track suppliers and subscriptions - **Knowledge** — Knowledge base articles - **Changelog** — Public changelog for your product - **Stackr Project** — Kanban boards and task management - **Workflows** — Automate actions with triggers and conditions - **InvoiceMe** — Create and send invoices - **Polls** — Create polls and collect feedback ## AI Assistant Metadot includes a built-in [AI Chat](/docs/ai-chat) assistant that can search, create, and manage data across all your modules using natural language. Open it anytime with **⌘ Shift L**. ## MCP Server Connect your AI coding agent (Cursor, Claude Code, Windsurf, Antigravity) to Metadot via the [Model Context Protocol](/docs/mcp-server). Search, create, and manage data across all modules directly from your IDE. --- ## Assets (alpha) > Manage your asset inventory, checkouts, and locations > URL: https://docs.metadot.io/docs/assets Welcome to the Assets documentation. Manage your asset inventory, checkouts, and locations ## Features - **Dashboard** - **Assets** - **Check Out / In** - **Locations** - **Contracts** - **Reports** ### Assets URL: https://docs.metadot.io/docs/assets/assets Learn how to use Assets in Assets. > This page will be expanded with detailed instructions. ### Check Out / In URL: https://docs.metadot.io/docs/assets/check-out-in Learn how to use Check Out / In in Assets. > This page will be expanded with detailed instructions. ### Locations URL: https://docs.metadot.io/docs/assets/locations Learn how to use Locations in Assets. > This page will be expanded with detailed instructions. ### Contracts URL: https://docs.metadot.io/docs/assets/contracts Learn how to use Contracts in Assets. > This page will be expanded with detailed instructions. ### Reports URL: https://docs.metadot.io/docs/assets/reports Learn how to use Reports in Assets. > This page will be expanded with detailed instructions. ### Assets Roles & Permissions URL: https://docs.metadot.io/docs/assets/roles-permissions Assets has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including settings and teams | `view_dashboard`, `manage_assets`, `checkout_assets`, `approve_checkouts`, `manage_inventory`, `view_reports`, `manage_contracts`, `manage_tags`, `manage_teams`, `view_audit_logs` | | **Member** | Can manage assets, checkouts, and inventory | `view_dashboard`, `manage_assets`, `checkout_assets`, `manage_inventory`, `view_reports` | | **Viewer** | Read-only access | `view_dashboard`, `view_reports` | --- ## CRM (alpha) > Manage contacts and opportunities > URL: https://docs.metadot.io/docs/crm ## What is Metadot CRM? Metadot CRM is a self-hosted customer relationship management module. It tracks the full sales lifecycle: **leads → opportunities → contacts → companies → activities**, with email campaigns through Mailers and public lead-capture through Forms. All contact data lives in your own Postgres database; nothing is sent to a third-party CRM vendor. It's part of the wider Metadot platform, so the same person who's a CRM contact can also be a Stackr collaborator, a Tickets requester, and an InvoiceMe customer — through the shared `identity_core` table. ## Who uses Metadot CRM? - **Sales teams** running pipelines, logging activities, managing renewals - **Founders** tracking deals before they hire a full-time salesperson - **Agencies and MSPs** that need multi-tenant CRM (one install, many client orgs) - **EU teams** with data-residency obligations - **Anyone** who wants their CRM data in their own database ## How does CRM integrate with the rest of Metadot? - **Identity layer**: Every contact is an `identity_core` row. The same person automatically appears in Stackr (as a collaborator), Tickets (as a requester), InvoiceMe (as a customer) when relevant. - **Workflows**: CRM events (opportunity stage change, contact created, lead converted) can trigger no-code automations — send an email, create a Stackr task, update a field, fire a webhook. - **Forms**: Public lead-capture forms create CRM leads directly. Form submissions can also convert to tickets or opportunities. - **Search**: All CRM records are indexed in the workspace-wide search. - **Permissions**: Roles and per-record access follow the workspace RBAC model. ## When should I use Metadot CRM vs alternatives? | Situation | Pick | | ------------------------------------------ | ------------------------ | | Data ownership matters; you can self-host | **Metadot CRM** | | You need marketing automation at scale | HubSpot | | You're in Salesforce's ecosystem already | Salesforce | | You want a polished mobile CRM | HubSpot or Pipedrive | | You need multi-tenant for many client orgs | **Metadot CRM** | | Solo founder, simple pipeline | **Metadot CRM** or Attio | For a deeper take, see [Metadot CRM vs HubSpot](/docs/crm/vs-hubspot). ## Module sections - **[Home](/docs/crm/home)** — your CRM dashboard - **[My Opportunities](/docs/crm/my-opportunities)** — opportunities owned by you - **[Leads](/docs/crm/leads)** — top-of-funnel people who haven't qualified yet - **[Opportunities](/docs/crm/opportunities)** — qualified deals moving through stages - **[Contacts](/docs/crm/contacts)** — people in your CRM - **[Companies](/docs/crm/companies)** — accounts and organizations - **[Activities](/docs/crm/activities)** — calls, meetings, notes, tasks logged on contacts - **[Mailers](/docs/crm/mailers)** — outbound email and campaigns - **[Forms](/docs/crm/forms)** — public lead-capture forms - **[Analytics](/docs/crm/analytics)** — pipeline reporting - **[Reports](/docs/crm/reports)** — saved views and exports ## Common questions - [What is Metadot CRM?](/docs/crm/faq) - [How are contacts and identities related?](/docs/crm/faq) - [How do I import contacts from a CSV?](/docs/crm/faq) - [What's the difference between a lead and an opportunity?](/docs/crm/faq) - [How does email integration work?](/docs/crm/faq) - See full [CRM FAQ](/docs/crm/faq) ## Related - [Roles & Permissions](/docs/crm/roles-permissions) - [Metadot CRM vs HubSpot](/docs/crm/vs-hubspot) - [Stackr Project Boards](/docs/stackr) - [Tickets](/docs/tickets) ### My Opportunities URL: https://docs.metadot.io/docs/crm/my-opportunities Learn how to use My Opportunities in CRM. > This page will be expanded with detailed instructions. ### Starred URL: https://docs.metadot.io/docs/crm/starred Learn how to use Starred in CRM. > This page will be expanded with detailed instructions. ### Leads URL: https://docs.metadot.io/docs/crm/leads Learn how to use Leads in CRM. > This page will be expanded with detailed instructions. ### Contacts URL: https://docs.metadot.io/docs/crm/contacts Learn how to use Contacts in CRM. > This page will be expanded with detailed instructions. ### Companies URL: https://docs.metadot.io/docs/crm/companies Learn how to use Companies in CRM. > This page will be expanded with detailed instructions. ### Mailers URL: https://docs.metadot.io/docs/crm/mailers Learn how to use Mailers in CRM. > This page will be expanded with detailed instructions. ### Analytics URL: https://docs.metadot.io/docs/crm/analytics Learn how to use Analytics in CRM. > This page will be expanded with detailed instructions. ### Forms URL: https://docs.metadot.io/docs/crm/forms Learn how to use Forms in CRM. > This page will be expanded with detailed instructions. ### Reports URL: https://docs.metadot.io/docs/crm/reports Learn how to use Reports in CRM. > This page will be expanded with detailed instructions. ### CRM Roles & Permissions URL: https://docs.metadot.io/docs/crm/roles-permissions CRM has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including pipelines, settings, and teams | `view_dashboard`, `manage_leads`, `manage_contacts`, `manage_companies`, `manage_opportunities`, `manage_pipeline`, `view_team_data`, `manage_team`, `manage_activities`, `manage_mailers`, `manage_contact_lists`, `manage_tags`, `manage_teams` | | **Member** | Can manage leads, contacts, companies, and opportunities | `view_dashboard`, `manage_leads`, `manage_contacts`, `manage_companies`, `manage_opportunities`, `manage_activities` | | **Viewer** | Read-only access | `view_dashboard` | --- ## Inventory (alpha) > Monitor and manage stock > URL: https://docs.metadot.io/docs/inventory Welcome to the Inventory documentation. Track inventory items, stock levels, and transactions across locations ## Features - **Dashboard** - **Items** - **Transactions** - **Categories** - **Locations** ### Items URL: https://docs.metadot.io/docs/inventory/items Learn how to use Items in Inventory. > This page will be expanded with detailed instructions. ### Transactions URL: https://docs.metadot.io/docs/inventory/transactions Learn how to use Transactions in Inventory. > This page will be expanded with detailed instructions. ### Categories URL: https://docs.metadot.io/docs/inventory/categories Learn how to use Categories in Inventory. > This page will be expanded with detailed instructions. ### Locations URL: https://docs.metadot.io/docs/inventory/locations Learn how to use Locations in Inventory. > This page will be expanded with detailed instructions. ### Inventory Roles & Permissions URL: https://docs.metadot.io/docs/inventory/roles-permissions Inventory has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including categories and settings | `create`, `read`, `update`, `delete`, `create`, `read`, `create`, `read`, `update`, `delete`, `read` | | **Member** | Can manage items and create transactions | `create`, `read`, `update`, `create`, `read`, `read` | | **Viewer** | Read-only access | `read`, `read`, `read` | --- ## Tickets (alpha) > Handle support tickets and issue tracking > URL: https://docs.metadot.io/docs/tickets Welcome to the Tickets documentation. Handle support tickets and issue tracking ## Features - **Tickets** - **Dashboard** - **Reports** - **Forms** ### Tickets URL: https://docs.metadot.io/docs/tickets/tickets Learn how to use Tickets in Tickets. > This page will be expanded with detailed instructions. ### Reports URL: https://docs.metadot.io/docs/tickets/reports Learn how to use Reports in Tickets. > This page will be expanded with detailed instructions. ### Forms URL: https://docs.metadot.io/docs/tickets/forms Learn how to use Forms in Tickets. > This page will be expanded with detailed instructions. ### Tickets Roles & Permissions URL: https://docs.metadot.io/docs/tickets/roles-permissions Tickets has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including tags, teams, and settings | `view_dashboard`, `manage_tickets`, `manage_tags`, `manage_teams`, `view_team_data` | | **Member** | Can manage and collaborate on tickets | `view_dashboard`, `manage_tickets` | | **Viewer** | Read-only access | `view_dashboard` | --- ## Suppliers (alpha) > Track and manage suppliers > URL: https://docs.metadot.io/docs/suppliers Welcome to the Suppliers documentation. Manage suppliers, subscriptions, and recurring costs ## Features - **Dashboard** - **Suppliers** - **Subscriptions** ### Suppliers URL: https://docs.metadot.io/docs/suppliers/suppliers Learn how to use Suppliers in Suppliers. > This page will be expanded with detailed instructions. ### Subscriptions URL: https://docs.metadot.io/docs/suppliers/subscriptions Learn how to use Subscriptions in Suppliers. > This page will be expanded with detailed instructions. ### Suppliers Roles & Permissions URL: https://docs.metadot.io/docs/suppliers/roles-permissions Suppliers has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including categories and settings | `view_dashboard`, `manage_suppliers`, `manage_subscriptions`, `manage_categories`, `view_reports` | | **Member** | Can manage suppliers and subscriptions | `view_dashboard`, `manage_suppliers`, `manage_subscriptions` | | **Viewer** | Read-only access | `view_dashboard` | --- ## Knowledge base (alpha) > Articles and knowledge base with public links > URL: https://docs.metadot.io/docs/knowledge Welcome to the Knowledge base documentation. Articles and knowledge base with public links ## Features - **Articles** ### Articles URL: https://docs.metadot.io/docs/knowledge/articles Learn how to use Articles in Knowledge base. > This page will be expanded with detailed instructions. ### Knowledge base Roles & Permissions URL: https://docs.metadot.io/docs/knowledge/roles-permissions Knowledge base has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including publishing and settings | `view_articles`, `manage_articles`, `publish`, `manage_settings` | | **Editor** | Can create, edit, and publish articles | `view_articles`, `manage_articles`, `publish` | | **Member** | Can create and edit articles | `view_articles`, `manage_articles` | | **Viewer** | Read-only access | `view_articles` | --- ## BookMe (stable) > Schedule meetings > URL: https://docs.metadot.io/docs/bookme Welcome to the BookMe documentation. Booking calendars and booker scheduling ## Features - **Calendars** - **Group bookings** — multiple people per time slot (classes, workshops) - **Bookings** ### Calendars URL: https://docs.metadot.io/docs/bookme/calendars Learn how to use Calendars in BookMe. > This page will be expanded with detailed instructions. ### Bookings URL: https://docs.metadot.io/docs/bookme/bookings Learn how to use Bookings in BookMe. > This page will be expanded with detailed instructions. ### BookMe Roles & Permissions URL: https://docs.metadot.io/docs/bookme/roles-permissions BookMe has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access to all BookMe features | `view_dashboard`, `manage_calendars`, `view_bookings`, `manage_bookings` | | **Member** | Can manage calendars and view bookings | `view_dashboard`, `manage_calendars`, `view_bookings`, `manage_bookings` | | **Viewer** | Read-only access | `view_dashboard`, `view_bookings` | --- ## Stackr Project (stable) > Project management > URL: https://docs.metadot.io/docs/stackr Welcome to the Stackr Project documentation. Card-based projects, lists, and tasks. ## Features - **Projects** ### Projects URL: https://docs.metadot.io/docs/stackr/projects Learn how to use Projects in Stackr. > This page will be expanded with detailed instructions. ### Stackr Project Roles & Permissions URL: https://docs.metadot.io/docs/stackr/roles-permissions Stackr Project has the following roles and permissions: | Role | Description | Permissions | | ---------- | -------------------------------------------------- | ------------------------------------------------------------------------------- | | **Admin** | Full access to all Stackr features including teams | `view_boards`, `manage_boards`, `manage_tasks`, `manage_teams`, `publish_board` | | **Member** | Can create and edit projects and tasks | `view_boards`, `manage_boards`, `manage_tasks` | | **Viewer** | Read-only access | `view_boards` | --- ## Changelog (stable) > Communicate updates > URL: https://docs.metadot.io/docs/changelog Welcome to the Changelog documentation. Release notes and update topics ## Features - **Dashboard** - **Entries** ### Entries URL: https://docs.metadot.io/docs/changelog/entries Learn how to use Entries in Changelog. > This page will be expanded with detailed instructions. ### Changelog Roles & Permissions URL: https://docs.metadot.io/docs/changelog/roles-permissions Changelog has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access including settings and subscribers | `view_entries`, `manage_entries`, `manage_topics`, `publish`, `manage_settings`, `manage_subscribers` | | **Editor** | Can create, edit, and publish entries | `view_entries`, `manage_entries`, `manage_topics`, `publish` | | **Member** | Can create and edit entries | `view_entries`, `manage_entries` | | **Viewer** | Read-only access | `view_entries` | --- ## Polls (alpha) > Gather quick feedback > URL: https://docs.metadot.io/docs/polls Welcome to the Polls documentation. Create polls and surveys with live results ## Features - **Polls** ### Polls URL: https://docs.metadot.io/docs/polls/polls Learn how to use Polls in Polls. > This page will be expanded with detailed instructions. ### Polls Roles & Permissions URL: https://docs.metadot.io/docs/polls/roles-permissions Polls has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access to all Polls features | `view_dashboard`, `manage_polls`, `view_results`, `close_polls` | | **Member** | Can create polls and view results | `view_dashboard`, `manage_polls`, `view_results` | | **Viewer** | Can vote and view results only | `view_dashboard`, `view_results` | --- ## Workflows (beta) > Automate repetitive tasks > URL: https://docs.metadot.io/docs/workflows Welcome to the Workflows documentation. Automate tasks with no-code workflows ## Features - **All Workflows** - **Execution Log** ### All Workflows URL: https://docs.metadot.io/docs/workflows/all-workflows Learn how to use All Workflows in Workflows. > This page will be expanded with detailed instructions. ### Execution Log URL: https://docs.metadot.io/docs/workflows/execution-log Learn how to use Execution Log in Workflows. > This page will be expanded with detailed instructions. ### Workflows Roles & Permissions URL: https://docs.metadot.io/docs/workflows/roles-permissions Workflows has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access to workflow management | `manage_workflows`, `view_executions` | | **Member** | Can create and manage workflows | `manage_workflows`, `view_executions` | | **Viewer** | Can view workflows and execution log | `view_executions` | --- ## InvoiceMe (alpha) > Create and send invoices, track payments, and automate reminders > URL: https://docs.metadot.io/docs/invoiceme Welcome to the InvoiceMe documentation. Create and send invoices, track payments, and automate reminders ## Features - **Home** - **Invoices** - **Quotes** - **Customers** ### Invoices URL: https://docs.metadot.io/docs/invoiceme/invoices Learn how to use Invoices in InvoiceMe. > This page will be expanded with detailed instructions. ### Quotes URL: https://docs.metadot.io/docs/invoiceme/quotes Learn how to use Quotes in InvoiceMe. > This page will be expanded with detailed instructions. ### Customers URL: https://docs.metadot.io/docs/invoiceme/customers Learn how to use Customers in InvoiceMe. > This page will be expanded with detailed instructions. ### InvoiceMe Roles & Permissions URL: https://docs.metadot.io/docs/invoiceme/roles-permissions InvoiceMe has the following roles and permissions: | Role | Description | Permissions | |------|-------------|-------------| | **Admin** | Full access to invoicing | `view_dashboard`, `manage_invoices`, `send_invoices`, `manage_customers`, `manage_settings` | | **Member** | Can create and send invoices | `view_dashboard`, `manage_invoices`, `send_invoices`, `manage_customers` | | **Viewer** | Read-only access | `view_dashboard` | --- ## Reports (beta) > AI-generated briefs with actionable insights and CTAs. Opstack agents publish; humans review and act. > URL: https://docs.metadot.io/docs/reports --- ## SOPs (alpha) > Standard Operating Procedures — authoritative context AI agents follow > URL: https://docs.metadot.io/docs/sops ---