Monsoft CRM

By Monsoft Solutions

AI-first communication CRM platform for ABA therapy note generation. Manage contacts, automate messaging across SMS, WhatsApp, and email, and generate clinical notes with AI assistance.

Tech Stack

Layer	Technology
Frontend	React 18, TanStack Router, React Query
API	tRPC 11 on Express
Database	Drizzle ORM + PostgreSQL
Auth	Better-Auth with Google OAuth
Styling	Tailwind CSS 4, shadcn/ui (Radix)
AI	Vercel AI SDK (Anthropic + OpenAI)
Messaging	Twilio (SMS), Meta (WhatsApp), Resend
Build	Vite, tsup, Turbo

Prerequisites

• Node.js 18+
• npm 10.9.2 (specified in root package.json packageManager field)
• PostgreSQL running locally (port 5432)
• ngrok account (for local webhook testing)

Getting Started

# 1. Clone the repository
git clone git@github.com:Monsoft-Solutions/monsoft-crm.git && cd monsoft-crm

# 2. Install dependencies
npm install

# 3. Set up environment variables
# Copy the example file and fill in real values
cp .env.example monsoft-crm-app/.env-cmdrc

# 4. Set up the database (drops, creates, migrates, seeds)
cd monsoft-crm-app
npm run data

# 5. Start the dev server (server + web + ngrok tunnel)
npm run dev

# 6. Open the app
# http://localhost:81

Alternatively, after copying .env-cmdrc, run the one-shot setup:

cd monsoft-crm-app
npm run init    # install + env init + full DB setup

Project Structure

crm/
├── monsoft-crm-app/          # Main application
│   ├── bases/                # Infrastructure (api, auth, db, events, etc.)
│   ├── mods/                 # Feature modules (contact, brand, template, etc.)
│   ├── app/                  # Integration layer (re-exports from all mods)
│   ├── routes/               # TanStack Router file-based routes
│   └── shared/               # Shared UI components and hooks
└── packages/                 # Workspace packages (typescript-config, etc.)

• bases/ — Framework-level infrastructure. Establishes patterns and should not be structurally modified.
• mods/ — Feature/domain modules. Each is self-contained with its own API, DB, components, schemas, and providers.

Scripts

All commands run from monsoft-crm-app/:

Command	Description
npm run dev	Start dev server (server + web + ngrok tunnel)
npm run build	Build for production (server + web)
npm run start	Build then run
npm run check	Full check (build + tsc + prettier + eslint + env)
npm run check:ts	TypeScript type checking only
npm run check:fmt	Prettier formatting check
npm run check:lint	ESLint linting check
npm run data	Full DB reset (drop + create + migrate + seed)
npm run generate	Generate Drizzle migrations
npm run migrate	Run migrations (local)
npm run seed	Seed database (local)
npm run fmt	Auto-format with Prettier
npm run auth	Regenerate Better-Auth tables
npm run init	One-shot: install + env init + full DB setup

Environment Variables

The app uses .env-cmdrc (JSON format, gitignored) for environment configuration. Copy .env.example from the project root to monsoft-crm-app/.env-cmdrc and fill in real values.

Two-Tier Configuration

1. Core variables — Always read from environment at runtime
2. Service credentials — Read from environment only during initial DB seed (npm run seed), then stored in the core_conf database table and read from there at runtime

To update service credentials after initial setup, either re-seed the database or modify the core_conf table directly.

Core Variables (read from environment)

Variable	Description
MSS_DEPLOYMENT_TYPE	Deployment type (local, production, production-preview)
MSS_FQDN	Fully qualified domain name (ngrok URL for local dev)
MSS_DATABASE_HOST	PostgreSQL host
MSS_DATABASE_PORT	PostgreSQL port
MSS_DATABASE_NAME	Database name
MSS_DATABASE_USER	Database user
MSS_DATABASE_PASS	Database password
MSS_AUTH_SECRET	Better-Auth session encryption secret
MSS_GOOGLE_ID	Google OAuth client ID
MSS_GOOGLE_SECRET	Google OAuth client secret
MSS_APP_FOLDER	Application folder name
MSS_CLIENT_DEV_TOOLS	Enable client dev tools (T/F)

Service Credentials (seeded to DB)

Variable	Service	Description
MSS_TWILIO_SID	Twilio	Account SID
MSS_TWILIO_TOKEN	Twilio	Auth token
MSS_TWILIO_FROM	Twilio	Default SMS phone number
MSS_WHATSAPP_TOKEN	WhatsApp	Meta API token
MSS_WHATSAPP_FROM_PHONE_ID	WhatsApp	Phone number ID
MSS_RESEND_API_KEY	Resend	API key
ANTHROPIC_API_KEY	Anthropic	Claude API key
OPENAI_API_KEY	OpenAI	GPT API key
LANGFUSE_BASE_URL	Langfuse	Base URL
LANGFUSE_PUBLIC_KEY	Langfuse	Public key
LANGFUSE_SECRET_KEY	Langfuse	Secret key

Third-Party Services

Service	Purpose	Sign-up
PostgreSQL	Database	Local install
ngrok	Dev tunneling for webhooks	ngrok.com
Google Cloud	OAuth authentication	console.cloud.google.com
Twilio	SMS messaging	twilio.com
Meta Business	WhatsApp messaging	developers.facebook.com
Resend	Transactional email	resend.com
Anthropic	AI (Claude)	console.anthropic.com
OpenAI	AI (GPT)	platform.openai.com
Langfuse	AI observability	cloud.langfuse.com