codename tbd / vision · v0.4
draft · 2026-05-12
The CRM where
your agents
do the work.
Set goals. Approve exceptions. The rest runs.
Agents discover, reach out, track, and pay people out under policies
you write. You drain an inbox - the only place where work needs you.
Quietly powered by Pi (agents), executor.sh (tools), SurrealDB (graph data),
Effect v4, and json-render (composable UI). Self-host on a small box or
use the hosted version. Your data, your prompts, your stack.
02The demo
v1 - the moment that lands on HN
- Your agency self-hosts in 10 minutes. Team signs in with email, OAuth, or SSO.
- ⌘K · find tiktok creators about indie SaaS, last 30 days.
- An agent runs the TikTok integration, populates
subject + creator_post records with full provenance - every field knows where it came from.
- Click one. Inspector shows last 10 posts, engagement rates, contact history, agent decisions.
- ⌘K · draft outreach. Agent drafts a DM, awaits approval.
- Three days later: creator replies → webhook → engagement record → notification.
Deal closes.
- payout record created. Pay out via Stripe, ACH, or USDC (Zoneless). 30 seconds, global.
- Replay the flow. Audit every decision. Export to CSV anytime.
03Who it's for
Creator-marketing agencies running influencer campaigns for DTC brands.
DTC ops teams tracking ads, affiliates, and creator relationships.
Indie founders running founder-led outbound or creator partnerships.
Technical GTM teams who want Clay's flexibility without the lock-in.
Common thread: they want to own their CRM - the data, the prompts, the agents,
the integrations. They want a tool that fits how they actually work, not the one a
sales rep showed their VP last year.
04Why now
Five things are true at once, for the first time:
- AI agent harnesses ship as open source. Pi (`pi-agent-core`), OpenClaw,
OpenCode, Hermes - the LLM-with-tools loop is solved infrastructure. Don't rebuild.
- Tool normalization exists. executor.sh, MCP servers, OpenAPI auto-gen.
You don't write 49 integrations - you compose them.
- Effect v4 ships. Bundle size, unified packages, runtime, RPC, CLI, AI
- all in one core. TypeScript primitives at production grade.
- Self-hostable open source is a real distribution motion. PostHog,
Plausible, Cal.com, Outline, n8n - all proved that open source plus a hosted tier
is a viable business shape.
- Creator-economy + AI = unsolved pain. Aspire and Grin charge agencies
$25k/year for closed software. Twenty does B2B. Nobody does open-source
AI-native creator CRM.
The gap is real and the substrate is ready.
05North star - 12 months out
end of year 1
- An agency installs in 10 minutes. Hetzner one-click, Tailscale, done.
- The team writes their first plugin in under an hour. SDK docs are good.
- The first-party plugin pack covers TikTok, Instagram, YouTube, Meta Ads, Stripe, Zoneless.
- You (the maintainer) run 10+ plugins for your own outreach. The runtime is hardened by your daily use.
- 50-100 active self-hosted installs. 5-10 community plugins. 2-3 outside contributors who never met you.
- One paid hosted cloud variant in private beta with 10-20 paying agencies.
- Releases monthly. A real CHANGELOG. Discord with 200-500 members.
- Not a unicorn. A tool people quietly love that pays a salary.
06The B2C lane - empty
The launch wedge. Existing influencer/creator CRMs are closed, expensive, and from a pre-AI era.
| Tool | What it does | Price |
| Aspire | Influencer CRM, outreach, campaigns | $1k–5k/mo |
| Grin | Creator management, payments | $2k–8k/mo |
| CreatorIQ | Enterprise creator platform | $20k+/yr |
| Modash | Creator discovery + analytics | $200–800/mo |
| Upfluence | Creator discovery + outreach | $1k+/mo |
| Triple Whale | Ad attribution / DTC profitability | $129–2000/mo |
Open-source equivalent: none. The lane is genuinely empty.
That's the wedge.
07The B2B lane - crowded, but architecture covers it
Same data model serves B2B sales as v2 vertical. Real competitors:
| Tool | What they do | What we do differently |
| Deepline |
Unified API over 49+ GTM providers. CLI-first, Claude Code-native. Closed. |
Open source. Full CRM, not just the data layer. Deepline plugs in as one provider source. |
| Clay |
$1B GTM enrichment workbench. Spreadsheet UI. Closed, $$$. |
Graph DB you own. Plugins you write. Self-hosted. |
| 11x |
Closed AI SDR replacement. Black-box agent. |
Hackable agents (Pi). You see every prompt, tool call, decision. |
| Attio |
Modern flexible CRM. Closed. AI features bolted on. |
AI-first data model. Provenance native. Open. |
| Twenty |
Open-source modern CRM. B2B-focused. Plugin story shallow. |
B2C-first. Pi+executor.sh native. Hackable plugin SDK from v1. |
| Multica |
Open-source managed-agents platform. AI-coding-task-shaped. |
CRM-shaped. Same agent-runtime layer (Pi), different unit of work. |
08The stack
Workbench (what we build)
Storage · SurrealDB embedded (schemaless graph)
Runtime · Bun + Effect v4 beta (unified packages)
UI primary · Web UI served by daemon
UI optional · Electrobun desktop client (later)
Auth · Email · OAuth · SSO · Tailscale (any)
Surfaces · Daemon ↔ Web ↔ CLI ↔ MCP server
Reactivity · LIVE SELECT → Effect Stream → WebSocket → UI
Plugin format· Unified TS module (records, tools, agents, views, commands)
UI primitives · composable shells · Sidebar · Grid · Inspector · Stream · Kanban · Palette · Timeline · LineageBlock
UI renderer · @json-render/react (Vercel Labs) · catalog-constrained · code · JSON · or prompt
Embedded OSS (stand on shoulders)
Agent runtime· pi-agent-core · github.com/earendil-works/pi
LLM API · pi-ai · multi-provider
Tool layer · executor.sh SDK · MCP / OpenAPI / GraphQL
Payouts (opt)· Zoneless · USDC on Solana · Apache 2.0
Orchestration· DIY Effect v4 · Schedule · Semaphore · forkDaemon
AI-driven orchestration
Goals · user expresses outcome; orchestrator agent emits the plan
Policies · first-class records · permit · deny · escalate
Inbox · the only daily surface · drain approvals · rest runs
Capabilities · plugins advertise verbs · orchestrator finds & binds
Memory · approvals + edits feed next run via Pi's transformContext
Unified CRM data model (B2B + B2C)
subject · lead · contact · creator · influencer · customer
account · company · brand · agency client
engagement · email · DM · call · post · impression · click
placement · sponsored post · ad creative · campaign send
attribution · engagement → outcome linkage
payout · commission · creator fee · ad spend · refund
09Business model
Open source
single-tenant · free forever
- Self-host on your VPS, homelab, or Mac mini
- One logical organization (your team)
- Email, OAuth, SSO, or Tailscale - pick one
- All plugins, all integrations
- Full source, full data export
Cloud (later)
multi-tenant · paid per seat + API proxy
- We host it for you
- Workspaces, teams, permissions
- SSO, audit log, backups
- Managed API proxy - pooled credits across providers, one bill
- Premium plugins, priority support
- No vendor lock-in - export anytime
Same playbook as PostHog, Cal.com, Plausible, n8n, Outline. OSS wins trust;
hosted wins customers who don't want to operate it.
10What this is not
not
A no-code workflow builder. Workflows are TypeScript plugins. n8n / Zapier folks not the target.
not
A Stripe Connect replacement. Zoneless is one payout backend. Stripe / ACH / wise plugin sit alongside.
not
A Notion / Linear / Obsidian replacement. Notes live there. We link to them. We track the people, agents, and money.
not
A black-box AI SDR. Every agent prompt, tool call, and decision is yours to inspect, fork, and override.
not
A closed marketplace. Plugins are TypeScript on disk; the registry is GitHub.
not
A drop-in Salesforce / HubSpot replacement. Different ICP entirely - technical teams that bend tools to fit, not vice versa.
11Status
Locked
- Stack: Bun + Effect v4 + SurrealDB + web UI
- Self-hostable (or hosted later)
- OSS single-tenant; cloud multi-tenant later
- Embed: Pi · executor.sh · Zoneless · json-render
- AI orchestration: goals · plans · policies · inbox
- Safe-mode seed policies - opt INTO autonomy
- Unified data model (B2B + B2C)
- Layout primitives + composable views
- Launch vertical: B2C creators / influencers / ads
- v1 demo: find → outreach → track → payout
Open - needs decisions
- Codename + domain. "Workbench" is dead.
- ~~License~~ - LOCKED: AGPL-3.0 + commercial.
- Repo home. Personal GH / new org.
- First B2C plugin pack. Which 5 ship at v1?
- Cloud billing model. Per-seat / per-record / hybrid.