diff --git a/.agent/AGENTS.md b/.agent/AGENTS.md
index 5eeac02051..fbdad5ae77 100644
--- a/.agent/AGENTS.md
+++ b/.agent/AGENTS.md
@@ -357,8 +357,8 @@ See `workflows/session-manager.md` for full session lifecycle guidance.
 | `seo.md` | SEO optimization and analysis |
 | `content.md` | Content creation workflows |
 | `research.md` | Research and analysis tasks |
-| `marketing.md` | Marketing strategy |
-| `sales.md` | Sales operations |
+| `marketing.md` | Marketing strategy, email campaigns, automation (FluentCRM) |
+| `sales.md` | Sales operations, CRM, pipeline management (FluentCRM) |
 | `legal.md` | Legal compliance |
 | `accounts.md` | Financial operations |
 | `health.md` | Health and wellness |
@@ -396,6 +396,7 @@ Subagents provide specialized capabilities. Read them when tasks require domain
 | `services/hosting/` | Hosting providers - DNS, domains, cloud servers, managed WordPress | hostinger, hetzner, cloudflare, cloudron, closte, 101domains, spaceship |
 | `services/email/` | Email services - transactional email, deliverability | ses |
 | `services/communications/` | Communications platform - SMS, voice, WhatsApp, verify, recordings | twilio, telfon |
+| `services/crm/` | CRM integration - contact management, email marketing, automation | fluentcrm |
 | `services/accounting/` | Accounting integration - invoicing, expenses, financial reports | quickfile |
 | `workflows/` | Development processes - branching, releases, PR reviews, quality gates | git-workflow, plans, release, version-bump, pr, preflight, postflight, ralph-loop, session-review |
 | `templates/` | Document templates - PRDs, task lists, planning documents | prd-template, tasks-template, plans-template, todo-template |
@@ -458,6 +459,7 @@ For AI-assisted setup guidance, see `aidevops/setup.md`.
 | WordPress work | `tools/wordpress/wp-dev.md`, `tools/wordpress/mainwp.md` |
 | SEO analysis | `seo/dataforseo.md`, `seo/google-search-console.md` |
 | Sitemap submission | `seo/gsc-sitemaps.md` |
+| CRM/email marketing | `services/crm/fluentcrm.md` |
 | MCP development | `tools/build-mcp/build-mcp.md`, `tools/build-mcp/server-patterns.md` |
 | Agent design | `tools/build-agent/build-agent.md`, `tools/build-agent/agent-review.md` |
 | Database migrations | `workflows/sql-migrations.md` |
diff --git a/.agent/aidevops/add-new-mcp-to-aidevops.md b/.agent/aidevops/add-new-mcp-to-aidevops.md
index 8b6dda9ded..ee3099e8c6 100644
--- a/.agent/aidevops/add-new-mcp-to-aidevops.md
+++ b/.agent/aidevops/add-new-mcp-to-aidevops.md
@@ -42,9 +42,23 @@ tools:
 
 **MCP Tool Enablement Strategy**:
 
-- **Global**: Disabled (`"mcp-name_*": false` in tools section)
-- **Per-Agent**: Enabled only for agents that need it
-- **Rationale**: Context efficiency - each agent only loads needed MCPs
+- **Global Config**: Disabled (`"enabled": false` in opencode.json)
+- **Subagent Only**: Enable `mcp-name_*: true` in the subagent's `tools:` section
+- **Never in Main Agents**: Main agents (sales.md, marketing.md, etc.) reference subagents but never enable MCPs directly
+- **Rationale**: Context efficiency - MCP only loads when subagent is invoked
+
+**Correct Pattern**:
+
+```yaml
+# In services/crm/fluentcrm.md (SUBAGENT) - CORRECT
+tools:
+  fluentcrm_*: true  # MCP enabled here
+
+# In sales.md (MAIN AGENT) - references subagent, no MCP
+tools:
+  read: true
+  # NO fluentcrm_* here - main agents don't enable MCPs
+```
 
 **Related Agents to Call**:
 
diff --git a/.agent/aidevops/mcp-integrations.md b/.agent/aidevops/mcp-integrations.md
index 34c6f5d242..a9dd43cca1 100644
--- a/.agent/aidevops/mcp-integrations.md
+++ b/.agent/aidevops/mcp-integrations.md
@@ -58,6 +58,10 @@ This document provides comprehensive setup and usage instructions for advanced M
 
 - **Next.js DevTools MCP**: Next.js development and debugging assistance
 
+### **📧 CRM & Marketing**
+
+- **FluentCRM MCP**: WordPress CRM with contacts, campaigns, automations, and email marketing
+
 ### **📚 Legacy MCP Servers (from MCP-SERVERS.md)**
 
 - **Context7 MCP**: Real-time documentation access for development libraries
@@ -130,6 +134,61 @@ export GOOGLE_APPLICATION_CREDENTIALS="/path/to/service-account-key.json"
 claude mcp add google-search-console npx mcp-server-gsc@latest
 ```
 
+### **FluentCRM MCP**
+
+**Note**: The FluentCRM MCP server is not published to npm. It requires cloning and building locally.
+
+```bash
+# 1. Clone and build the MCP server
+mkdir -p ~/.local/share/mcp-servers
+cd ~/.local/share/mcp-servers
+git clone https://github.com/netflyapp/fluentcrm-mcp-server.git
+cd fluentcrm-mcp-server
+npm install
+npm run build
+
+# 2. Store credentials in ~/.config/aidevops/mcp-env.sh:
+export FLUENTCRM_API_URL="https://your-domain.com/wp-json/fluent-crm/v2"
+export FLUENTCRM_API_USERNAME="your_username"
+export FLUENTCRM_API_PASSWORD="your_application_password"
+```
+
+**For OpenCode** - use bash wrapper pattern (disabled globally, enabled per-agent):
+
+```json
+{
+  "fluentcrm": {
+    "type": "local",
+    "command": ["/bin/bash", "-c", "source ~/.config/aidevops/mcp-env.sh && node ~/.local/share/mcp-servers/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"],
+    "enabled": false
+  }
+}
+```
+
+**For Claude Desktop**:
+
+```json
+{
+  "mcpServers": {
+    "fluentcrm": {
+      "command": "node",
+      "args": ["~/.local/share/mcp-servers/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"],
+      "env": {
+        "FLUENTCRM_API_URL": "https://your-domain.com/wp-json/fluent-crm/v2",
+        "FLUENTCRM_API_USERNAME": "your_username",
+        "FLUENTCRM_API_PASSWORD": "your_application_password"
+      }
+    }
+  }
+}
+```
+
+**Per-Agent Enablement**: The `services/crm/fluentcrm.md` subagent has `fluentcrm_*: true` in its tools section. Main agents (`sales.md`, `marketing.md`) reference this subagent for CRM operations.
+
+**Available Tools**: Contacts, Tags, Lists, Campaigns, Email Templates, Automations, Webhooks, Smart Links, Dashboard Stats.
+
+See `services/crm/fluentcrm.md` for detailed documentation.
+
 ## 🔧 **Configuration Examples**
 
 ### **Advanced Chrome DevTools Configuration**
diff --git a/.agent/marketing.md b/.agent/marketing.md
index 438d506106..c989f37324 100644
--- a/.agent/marketing.md
+++ b/.agent/marketing.md
@@ -2,6 +2,14 @@
 name: marketing
 description: Marketing strategy and campaigns - digital marketing, analytics, brand management
 mode: subagent
+tools:
+  read: true
+  write: true
+  edit: true
+  bash: true
+  glob: true
+  grep: true
+  webfetch: true
 ---
 
 # Marketing - Main Agent
@@ -10,53 +18,423 @@ mode: subagent
 
 ## Quick Reference
 
-- **Purpose**: Marketing strategy and execution
-- **Status**: Stub - extend as needed
+- **Purpose**: Marketing strategy, campaign execution, and analytics
+- **CRM Integration**: FluentCRM MCP for email marketing and automation
 
 **Related Agents**:
-- `content.md` - Content creation
+
+- `content.md` - Content creation and copywriting
 - `seo.md` - Search optimization
-- `sales.md` - Sales alignment
+- `sales.md` - Sales alignment and lead handoff
+- `services/crm/fluentcrm.md` - CRM operations (detailed)
+
+**FluentCRM MCP Tools**:
+
+| Category | Key Tools |
+|----------|-----------|
+| **Campaigns** | `fluentcrm_list_campaigns`, `fluentcrm_create_campaign`, `fluentcrm_pause_campaign`, `fluentcrm_resume_campaign` |
+| **Templates** | `fluentcrm_list_email_templates`, `fluentcrm_create_email_template` |
+| **Automations** | `fluentcrm_list_automations`, `fluentcrm_create_automation` |
+| **Lists** | `fluentcrm_list_lists`, `fluentcrm_create_list`, `fluentcrm_attach_contact_to_list` |
+| **Tags** | `fluentcrm_list_tags`, `fluentcrm_create_tag`, `fluentcrm_attach_tag_to_contact` |
+| **Smart Links** | `fluentcrm_create_smart_link`, `fluentcrm_generate_smart_link_shortcode` |
+| **Reports** | `fluentcrm_dashboard_stats` |
 
 **Typical Tasks**:
-- Campaign planning
-- Channel strategy
-- Messaging development
-- Performance analysis
+
+- Email campaign creation and management
+- Marketing automation setup
+- Audience segmentation
+- Lead nurturing sequences
+- Campaign performance analysis
 
 <!-- AI-CONTEXT-END -->
 
-## Marketing Workflows
+## Email Marketing
+
+### FluentCRM Setup
+
+FluentCRM provides self-hosted email marketing with full API access via MCP.
+
+**Prerequisites**:
+
+1. FluentCRM plugin installed on WordPress
+2. Application password created for API access
+3. FluentCRM MCP server configured
+4. Email sending configured (SMTP or SES)
+
+**Environment Setup**:
+
+> **Security Note**: Never commit actual credentials to version control. Store environment variables in `~/.config/aidevops/mcp-env.sh` (600 permissions). Rotate application passwords regularly.
+
+```bash
+# Add to ~/.config/aidevops/mcp-env.sh
+export FLUENTCRM_API_URL="https://your-domain.com/wp-json/fluent-crm/v2"
+export FLUENTCRM_API_USERNAME="your_username"
+export FLUENTCRM_API_PASSWORD="your_application_password"
+```
+
+See `.agent/services/crm/fluentcrm.md` for detailed setup instructions.
+
+## Campaign Management
+
+### Campaign Types
+
+| Type | Use Case | FluentCRM Feature |
+|------|----------|-------------------|
+| **Newsletter** | Regular updates | Email Campaign |
+| **Promotional** | Sales and offers | Email Campaign |
+| **Nurture** | Lead education | Automation Funnel |
+| **Transactional** | Order confirmations | Automation Funnel |
+| **Re-engagement** | Win back inactive | Automation Funnel |
+
+### Creating a Campaign
+
+```text
+1. Create email template
+   fluentcrm_create_email_template with:
+   - title: "Campaign Name - Template"
+   - subject: "Your Subject Line"
+   - body: HTML content
+
+2. Create campaign
+   fluentcrm_create_campaign with:
+   - title: "Campaign Name"
+   - subject: "Email Subject"
+   - template_id: template ID from step 1
+   - recipient_list: [list IDs]
+
+3. Review in FluentCRM admin
+4. Schedule or send immediately
+```
+
+### Campaign Workflow
+
+1. **Plan** - Define goals, audience, messaging
+2. **Create** - Build template and campaign
+3. **Test** - Send test emails, check rendering
+4. **Schedule** - Set send time for optimal engagement
+5. **Monitor** - Track opens, clicks, conversions
+6. **Optimize** - A/B test and improve
+
+## Email Templates
+
+### Template Best Practices
+
+| Element | Best Practice |
+|---------|---------------|
+| **Subject** | 40-60 chars, personalized, clear value |
+| **Preheader** | Complement subject, 40-100 chars |
+| **Header** | Logo, clear branding |
+| **Body** | Single column, scannable, mobile-first |
+| **CTA** | Clear, contrasting button, above fold |
+| **Footer** | Unsubscribe link, contact info, social |
+
+### Template Variables
+
+FluentCRM supports personalization:
+
+```html
+{{contact.first_name}} - First name
+{{contact.last_name}} - Last name
+{{contact.email}} - Email address
+{{contact.full_name}} - Full name
+{{contact.custom.field_name}} - Custom fields
+```
+
+### Creating Templates
+
+```text
+fluentcrm_create_email_template with:
+- title: "Welcome Email Template"
+- subject: "Welcome to {{company_name}}, {{contact.first_name}}!"
+- body: "<html>...</html>"
+```
+
+## Marketing Automation
+
+### Automation Triggers
+
+| Trigger | Use Case |
+|---------|----------|
+| `tag_added` | When tag is applied |
+| `list_added` | When contact joins list |
+| `form_submitted` | When form is completed |
+| `link_clicked` | When email link is clicked |
+| `email_opened` | When email is opened |
+
+### Common Automation Sequences
+
+#### Welcome Sequence
+
+```text
+Trigger: list_added (Newsletter list)
+Day 0: Welcome email
+Day 2: Value content email
+Day 5: Product introduction
+Day 7: Social proof / testimonials
+Day 10: Soft CTA
+```
+
+#### Lead Nurture Sequence
+
+```text
+Trigger: tag_added (lead-mql)
+Day 0: Educational content
+Day 3: Case study
+Day 7: Comparison guide
+Day 10: Demo invitation
+Day 14: Follow-up if no response
+```
+
+#### Re-engagement Sequence
+
+```text
+Trigger: tag_added (inactive-90-days)
+Day 0: "We miss you" email
+Day 3: Best content roundup
+Day 7: Special offer
+Day 14: Last chance + unsubscribe option
+```
+
+### Creating Automations
+
+```text
+fluentcrm_create_automation with:
+- title: "Welcome Sequence"
+- description: "New subscriber welcome series"
+- trigger: "list_added"
+
+Then configure steps in FluentCRM admin:
+1. Add email actions
+2. Set delays between emails
+3. Add conditions and branches
+4. Set exit conditions
+```
+
+## Audience Segmentation
+
+### Segmentation Strategies
+
+| Segment Type | Tags/Lists | Use Case |
+|--------------|------------|----------|
+| **Demographic** | industry-*, company-size-* | Targeted messaging |
+| **Behavioral** | engaged-*, downloaded-* | Engagement-based |
+| **Lifecycle** | lead-*, customer-* | Stage-appropriate |
+| **Interest** | interest-*, product-* | Relevant content |
+| **Source** | source-*, campaign-* | Attribution |
+
+### Creating Segments
+
+```text
+# Create list for segment
+fluentcrm_create_list with:
+- title: "Enterprise Prospects"
+- slug: "enterprise-prospects"
+- description: "Companies with 500+ employees interested in enterprise plan"
+
+# Add contacts matching criteria
+fluentcrm_attach_contact_to_list with subscriberId and listIds
+```
+
+### Dynamic Segmentation
+
+Use tags for dynamic segments that update automatically:
+
+```text
+# Create behavior tags
+fluentcrm_create_tag with:
+- title: "Engaged - Last 30 Days"
+- slug: "engaged-30-days"
+
+# Automation applies/removes based on activity
+```
+
+## Smart Links
+
+### Trackable Links
+
+Smart Links track clicks and can trigger actions:
+
+```text
+fluentcrm_create_smart_link with:
+- title: "Product Demo CTA"
+- slug: "demo-cta"
+- target_url: "https://your-site.com/demo"
+- apply_tags: [tag_id for 'clicked-demo-cta']
+```
+
+### Use Cases
+
+| Use Case | Configuration |
+|----------|---------------|
+| **Content tracking** | Apply interest tags on click |
+| **Lead scoring** | Apply engagement tags |
+| **Segmentation** | Add to lists on click |
+| **Retargeting** | Tag for ad audiences |
+
+### Generating Shortcodes
+
+```text
+fluentcrm_generate_smart_link_shortcode with:
+- slug: "demo-cta"
+- linkText: "Request a Demo"
+
+Returns: <a href="{{fc_smart_link slug='demo-cta'}}">Request a Demo</a>
+```
+
+## Content Marketing Integration
+
+### Content to Campaign Workflow
+
+1. **Create content** using `content.md` agent
+2. **Optimize for SEO** using `seo.md` agent
+3. **Create email** promoting content
+4. **Segment audience** by interest
+5. **Send campaign** to relevant segments
+6. **Track engagement** and conversions
+
+### Content Promotion Campaigns
+
+```text
+# For each new blog post:
+1. Create email template with post excerpt
+2. Create campaign targeting relevant interest tags
+3. Add smart link to track clicks
+4. Schedule for optimal send time
+```
+
+## Lead Generation
+
+### Lead Magnet Workflow
+
+1. **Create lead magnet** (ebook, guide, template)
+2. **Create landing page** with form
+3. **Create FluentCRM list** for leads
+4. **Set up automation** for delivery
+5. **Create nurture sequence** for follow-up
+
+### Form Integration
+
+FluentCRM integrates with:
+
+- Fluent Forms
+- WPForms
+- Gravity Forms
+- Contact Form 7
+- Custom forms via API
+
+### Lead Handoff to Sales
+
+```text
+# When lead is qualified:
+1. Apply 'lead-mql' tag
+2. Automation notifies sales team
+3. Sales reviews and accepts
+4. Apply 'lead-sql' tag
+5. Remove from marketing sequences
+```
+
+## Analytics & Reporting
+
+### Key Metrics
+
+| Metric | Target | How to Improve |
+|--------|--------|----------------|
+| **Open Rate** | 20-30% | Better subjects, send time |
+| **Click Rate** | 2-5% | Better CTAs, content |
+| **Conversion Rate** | 1-3% | Landing page optimization |
+| **Unsubscribe Rate** | <0.5% | Better targeting, frequency |
+| **List Growth** | 5-10%/mo | More lead magnets, promotion |
+
+### Dashboard Stats
+
+```text
+fluentcrm_dashboard_stats
+
+Returns:
+- Total contacts
+- New contacts this period
+- Email engagement metrics
+- Campaign performance
+```
+
+### Campaign Analysis
+
+After each campaign:
+
+1. Review open and click rates
+2. Analyze by segment performance
+3. Identify top-performing content
+4. Note unsubscribes and complaints
+5. Document learnings for future
+
+## A/B Testing
+
+### What to Test
+
+| Element | Test Ideas |
+|---------|------------|
+| **Subject Line** | Length, personalization, emoji |
+| **Send Time** | Day of week, time of day |
+| **From Name** | Company vs. person |
+| **CTA** | Button text, color, placement |
+| **Content** | Long vs. short, format |
+
+### Testing Process
+
+1. Create two template variations
+2. Split audience randomly
+3. Send to small test group (10-20%)
+4. Wait for results (24-48 hours)
+5. Send winner to remaining audience
+
+## Best Practices
+
+### Email Deliverability
+
+- Warm up new sending domains
+- Maintain clean lists (remove bounces)
+- Use double opt-in
+- Monitor sender reputation
+- Authenticate with SPF, DKIM, DMARC
+
+### List Hygiene
+
+- Remove hard bounces immediately
+- Re-engage or remove inactive (90+ days)
+- Honor unsubscribes instantly
+- Validate emails on import
 
-### Campaign Planning
+### Compliance
 
-- Define objectives and KPIs
-- Identify target audience
-- Select channels
-- Create timeline
-- Allocate resources
+| Regulation | Requirements |
+|------------|--------------|
+| **GDPR** | Explicit consent, right to erasure |
+| **CAN-SPAM** | Unsubscribe link, physical address |
+| **CASL** | Express consent, identification |
 
-### Content Marketing
+### Frequency
 
-Integrate with `content.md` for:
-- Blog content strategy
-- Social media content
-- Email campaigns
-- Lead magnets
+- Newsletter: Weekly or bi-weekly
+- Promotional: 2-4 per month max
+- Transactional: As needed
+- Nurture: Spaced 2-5 days apart
 
-### SEO Integration
+## Troubleshooting
 
-Coordinate with `seo.md` for:
-- Keyword-targeted content
-- Technical SEO requirements
-- Performance tracking
+### Common Issues
 
-### Analytics
+| Issue | Solution |
+|-------|----------|
+| Low open rates | Test subjects, check deliverability |
+| High unsubscribes | Review frequency, improve targeting |
+| Bounces | Clean list, validate emails |
+| Spam complaints | Better consent, relevant content |
+| Template rendering | Test across email clients |
 
-Track and analyze:
-- Traffic sources
-- Conversion rates
-- Campaign ROI
-- Audience engagement
+### Getting Help
 
-*Extend this agent with specific marketing tools and workflows as needed.*
+- FluentCRM Docs: https://fluentcrm.com/docs/
+- FluentCRM REST API: https://rest-api.fluentcrm.com/
+- See `.agent/services/crm/fluentcrm.md` for detailed troubleshooting
diff --git a/.agent/sales.md b/.agent/sales.md
index 811aad351e..0f806061dd 100644
--- a/.agent/sales.md
+++ b/.agent/sales.md
@@ -2,6 +2,14 @@
 name: sales
 description: Sales operations and CRM - lead management, pipeline tracking, sales automation
 mode: subagent
+tools:
+  read: true
+  write: true
+  edit: true
+  bash: true
+  glob: true
+  grep: true
+  webfetch: true
 ---
 
 # Sales - Main Agent
@@ -10,48 +18,316 @@ mode: subagent
 
 ## Quick Reference
 
-- **Purpose**: Sales operations and strategy
-- **Status**: Stub - extend as needed
+- **Purpose**: Sales operations, CRM management, and pipeline tracking
+- **CRM Integration**: FluentCRM MCP for WordPress-based CRM
 
 **Related Agents**:
-- `marketing.md` - Lead generation
-- `content.md` - Sales collateral
-- `services/accounting/quickfile.md` - Invoicing
+
+- `marketing.md` - Lead generation and campaigns
+- `content.md` - Sales collateral and proposals
+- `services/accounting/quickfile.md` - Invoicing and payments
+- `.agent/services/crm/fluentcrm.md` - CRM operations (detailed)
+
+**FluentCRM MCP Tools**:
+
+| Category | Key Tools |
+|----------|-----------|
+| **Contacts** | `fluentcrm_list_contacts`, `fluentcrm_get_contact`, `fluentcrm_create_contact`, `fluentcrm_update_contact`, `fluentcrm_delete_contact`, `fluentcrm_find_contact_by_email` |
+| **Tags** | `fluentcrm_list_tags`, `fluentcrm_create_tag`, `fluentcrm_delete_tag`, `fluentcrm_attach_tag_to_contact`, `fluentcrm_detach_tag_from_contact` |
+| **Lists** | `fluentcrm_list_lists`, `fluentcrm_create_list`, `fluentcrm_delete_list`, `fluentcrm_attach_contact_to_list`, `fluentcrm_detach_contact_from_list` |
+| **Campaigns** | `fluentcrm_list_campaigns`, `fluentcrm_create_campaign`, `fluentcrm_pause_campaign`, `fluentcrm_resume_campaign`, `fluentcrm_delete_campaign` |
+| **Templates** | `fluentcrm_list_email_templates`, `fluentcrm_create_email_template` |
+| **Automations** | `fluentcrm_list_automations`, `fluentcrm_create_automation` |
+| **Webhooks** | `fluentcrm_list_webhooks`, `fluentcrm_create_webhook` |
+| **Smart Links** | `fluentcrm_list_smart_links`, `fluentcrm_create_smart_link`, `fluentcrm_generate_smart_link_shortcode`, `fluentcrm_validate_smart_link_data` |
+| **Reports** | `fluentcrm_dashboard_stats`, `fluentcrm_custom_fields` |
 
 **Typical Tasks**:
-- Pipeline management
-- Proposal creation
-- Quote generation
-- CRM operations
+
+- Lead capture and qualification
+- Pipeline stage management
+- Contact segmentation
+- Sales automation setup
+- Quote and proposal generation
 
 <!-- AI-CONTEXT-END -->
 
-## Sales Workflows
+## CRM Integration
+
+### FluentCRM Setup
+
+FluentCRM provides a self-hosted WordPress CRM with full API access via MCP.
+
+**Prerequisites**:
+
+1. FluentCRM plugin installed on WordPress
+2. Application password created for API access
+3. FluentCRM MCP server configured
+
+**Environment Setup**:
+
+> **Security Note**: Never commit actual credentials to version control. Store environment variables in `~/.config/aidevops/mcp-env.sh` (600 permissions). Rotate application passwords regularly.
+
+```bash
+# Add to ~/.config/aidevops/mcp-env.sh
+export FLUENTCRM_API_URL="https://your-domain.com/wp-json/fluent-crm/v2"
+export FLUENTCRM_API_USERNAME="your_username"
+export FLUENTCRM_API_PASSWORD="your_application_password"
+```
+
+See `.agent/services/crm/fluentcrm.md` for detailed setup instructions.
+
+## Lead Management
+
+### Lead Capture
+
+When a new lead comes in:
+
+```text
+1. Use fluentcrm_create_contact with lead details
+2. Apply source tag: fluentcrm_attach_tag_to_contact with tagIds (numeric IDs)
+   - First use fluentcrm_list_tags to get tag IDs for tags like 'lead-source-website'
+3. Add to nurture list: fluentcrm_attach_contact_to_list with listIds (numeric IDs)
+4. Automation triggers welcome sequence
+```
+
+**Note**: FluentCRM MCP uses numeric IDs for tags and lists, not slugs. Use `fluentcrm_list_tags` or `fluentcrm_list_lists` to get IDs.
+
+### Lead Qualification
+
+Use tags to track qualification status:
+
+| Tag | Meaning |
+|-----|---------|
+| `lead-new` | Unqualified lead |
+| `lead-mql` | Marketing Qualified Lead |
+| `lead-sql` | Sales Qualified Lead |
+| `lead-opportunity` | Active opportunity |
+| `lead-customer` | Converted customer |
+| `lead-lost` | Lost opportunity |
+
+### Lead Scoring
+
+Track engagement with behavior tags:
+
+| Tag | Trigger |
+|-----|---------|
+| `engaged-email-open` | Opened marketing email |
+| `engaged-email-click` | Clicked email link |
+| `engaged-website-visit` | Visited key pages |
+| `engaged-content-download` | Downloaded content |
+| `engaged-demo-request` | Requested demo |
+
+## Pipeline Management
+
+### Pipeline Stages
+
+Map pipeline stages to FluentCRM tags:
+
+| Stage | Tag | Actions |
+|-------|-----|---------|
+| **Prospect** | `stage-prospect` | Initial outreach |
+| **Discovery** | `stage-discovery` | Needs assessment |
+| **Proposal** | `stage-proposal` | Quote sent |
+| **Negotiation** | `stage-negotiation` | Terms discussion |
+| **Closed Won** | `stage-closed-won` | Deal completed |
+| **Closed Lost** | `stage-closed-lost` | Deal lost |
+
+### Moving Through Pipeline
+
+```text
+# Move contact to next stage
+1. fluentcrm_detach_tag_from_contact with current stage tag
+2. fluentcrm_attach_tag_to_contact with new stage tag
+3. Update custom fields with stage date
+```
+
+### Pipeline Reporting
+
+```text
+# Get pipeline overview
+1. fluentcrm_list_contacts with search for each stage tag
+2. Calculate totals and conversion rates
+3. Use fluentcrm_dashboard_stats for overall metrics
+```
+
+## Sales Automation
+
+### Automated Follow-ups
+
+Create automations in FluentCRM for:
+
+| Trigger | Action |
+|---------|--------|
+| New lead created | Send welcome email |
+| No response 3 days | Send follow-up |
+| Email opened | Notify sales rep |
+| Link clicked | Update engagement score |
+| Demo requested | Create task for sales |
+
+### Sequence Management
+
+```text
+# Create nurture sequence
+1. fluentcrm_create_automation with trigger 'tag_added'
+2. Configure email sequence in FluentCRM admin
+3. Set delays between emails
+4. Add exit conditions (replied, converted, unsubscribed)
+```
+
+## Contact Segmentation
+
+### Segment by Interest
+
+```text
+# Tag contacts by product interest
+fluentcrm_attach_tag_to_contact with:
+- interest-product-a
+- interest-product-b
+- interest-enterprise
+```
+
+### Segment by Company Size
+
+```text
+# Tag by company size
+- company-size-smb
+- company-size-mid-market
+- company-size-enterprise
+```
+
+### Segment by Industry
+
+```text
+# Tag by industry
+- industry-saas
+- industry-ecommerce
+- industry-agency
+- industry-healthcare
+```
+
+## Proposal Creation
+
+### Proposal Workflow
+
+1. **Gather requirements** from discovery calls
+2. **Create proposal** using content templates
+3. **Generate quote** with pricing
+4. **Send proposal** via email or link
+5. **Track engagement** with smart links
+6. **Follow up** based on activity
+
+### Smart Link Tracking
+
+```text
+# Create trackable proposal link
+fluentcrm_create_smart_link with:
+- title: "Proposal - {Company Name}"
+- slug: "proposal-{company-slug}"
+- target_url: proposal URL
+- apply_tags: [tag_id] (numeric ID for 'proposal-viewed' tag)
+```
+
+## Quote Generation
+
+### Quote to Invoice Flow
+
+1. **Create quote** in proposal
+2. **Get approval** from prospect
+3. **Convert to invoice** via QuickFile integration
+4. **Track payment** status
+
+See `.agent/services/accounting/quickfile.md` for invoice generation.
+
+## Sales Reporting
+
+### Key Metrics
+
+| Metric | How to Calculate |
+|--------|------------------|
+| **Lead Volume** | Count contacts with `lead-new` tag by date |
+| **Conversion Rate** | `stage-closed-won` / total opportunities |
+| **Pipeline Value** | Sum of opportunity values by stage |
+| **Sales Velocity** | Average time from lead to close |
+| **Win Rate** | Won deals / (Won + Lost deals) |
+
+### Dashboard Stats
+
+```text
+# Get CRM dashboard stats
+fluentcrm_dashboard_stats
+
+Returns:
+- Total contacts
+- New contacts this period
+- Email engagement metrics
+- Campaign performance
+```
+
+## Integration with Marketing
+
+### Lead Handoff
+
+When marketing qualifies a lead:
+
+```text
+1. Marketing applies 'lead-mql' tag
+2. Automation notifies sales team
+3. Sales reviews and accepts/rejects
+4. If accepted, apply 'lead-sql' tag
+5. Begin sales sequence
+```
+
+### Feedback Loop
+
+```text
+# Sales provides feedback to marketing
+1. Tag leads with quality indicators
+   - lead-quality-high
+   - lead-quality-medium
+   - lead-quality-low
+2. Tag with rejection reasons
+   - rejected-budget
+   - rejected-timing
+   - rejected-fit
+```
+
+## Best Practices
+
+### Contact Management
+
+- Keep contact data current
+- Use consistent naming for tags
+- Document custom field usage
+- Regular data cleanup
 
-### Pipeline Management
+### Pipeline Hygiene
 
-- Lead qualification
-- Opportunity tracking
-- Forecast modeling
-- Win/loss analysis
+- Update stages promptly
+- Add notes to contact records
+- Set follow-up reminders
+- Review stale opportunities weekly
 
-### Proposal Creation
+### Automation
 
-Integrate with content tools for:
-- Proposal templates
-- Pricing documents
-- Case studies
-- ROI calculators
+- Test automations before activating
+- Monitor automation performance
+- Don't over-automate personal touches
+- Review and update sequences quarterly
 
-### CRM Integration
+## Troubleshooting
 
-*Add CRM-specific subagents as needed*
+### Common Issues
 
-### Accounting Integration
+| Issue | Solution |
+|-------|----------|
+| Contact not found | Check email spelling, use `fluentcrm_find_contact_by_email` |
+| Tag not applying | Verify tag ID exists with `fluentcrm_list_tags` |
+| Automation not triggering | Check trigger conditions in FluentCRM admin |
+| API errors | Verify credentials and API URL |
 
-Use `services/accounting/quickfile.md` for:
-- Invoice generation
-- Quote to invoice conversion
-- Payment tracking
+### Getting Help
 
-*Extend this agent with specific sales tools and CRM integrations as needed.*
+- FluentCRM Docs: https://fluentcrm.com/docs/
+- FluentCRM REST API: https://rest-api.fluentcrm.com/
+- See `.agent/services/crm/fluentcrm.md` for detailed troubleshooting
diff --git a/.agent/services/crm/fluentcrm.md b/.agent/services/crm/fluentcrm.md
new file mode 100644
index 0000000000..4729d7d445
--- /dev/null
+++ b/.agent/services/crm/fluentcrm.md
@@ -0,0 +1,449 @@
+---
+description: FluentCRM MCP - WordPress CRM with email marketing, automation, and contact management
+mode: subagent
+tools:
+  read: true
+  write: false
+  edit: false
+  bash: true
+  glob: true
+  grep: true
+  webfetch: true
+  fluentcrm_*: true
+---
+
+# FluentCRM MCP Integration
+
+<!-- AI-CONTEXT-START -->
+
+## Quick Reference
+
+- **Type**: WordPress CRM plugin with REST API
+- **MCP Server**: `fluentcrm-mcp-server` (local build from GitHub)
+- **Auth**: WordPress Basic Auth (username + application password)
+- **API Base**: `https://your-domain.com/wp-json/fluent-crm/v2`
+- **Capabilities**: Contacts, Tags, Lists, Campaigns, Automations, Email Templates, Webhooks, Smart Links
+
+**Environment Variables**:
+
+```bash
+export FLUENTCRM_API_URL="https://your-domain.com/wp-json/fluent-crm/v2"
+export FLUENTCRM_API_USERNAME="your_username"
+export FLUENTCRM_API_PASSWORD="your_application_password"
+```
+
+**MCP Tools Available**:
+
+| Category | Tools |
+|----------|-------|
+| **Contacts** | `fluentcrm_list_contacts`, `fluentcrm_get_contact`, `fluentcrm_find_contact_by_email`, `fluentcrm_create_contact`, `fluentcrm_update_contact`, `fluentcrm_delete_contact` |
+| **Tags** | `fluentcrm_list_tags`, `fluentcrm_create_tag`, `fluentcrm_delete_tag`, `fluentcrm_attach_tag_to_contact`, `fluentcrm_detach_tag_from_contact` |
+| **Lists** | `fluentcrm_list_lists`, `fluentcrm_create_list`, `fluentcrm_delete_list`, `fluentcrm_attach_contact_to_list`, `fluentcrm_detach_contact_from_list` |
+| **Campaigns** | `fluentcrm_list_campaigns`, `fluentcrm_create_campaign`, `fluentcrm_pause_campaign`, `fluentcrm_resume_campaign`, `fluentcrm_delete_campaign` |
+| **Templates** | `fluentcrm_list_email_templates`, `fluentcrm_create_email_template` |
+| **Automations** | `fluentcrm_list_automations`, `fluentcrm_create_automation` |
+| **Webhooks** | `fluentcrm_list_webhooks`, `fluentcrm_create_webhook` |
+| **Smart Links** | `fluentcrm_list_smart_links`, `fluentcrm_create_smart_link`, `fluentcrm_generate_smart_link_shortcode` |
+| **Reports** | `fluentcrm_dashboard_stats`, `fluentcrm_custom_fields` |
+
+<!-- AI-CONTEXT-END -->
+
+FluentCRM is a self-hosted WordPress CRM and email marketing automation plugin. This MCP integration enables AI-assisted contact management, campaign creation, and marketing automation.
+
+## Installation
+
+### MCP Server Setup
+
+**Note**: The FluentCRM MCP server is not published to npm. It requires cloning and building locally from GitHub.
+
+```bash
+# Clone and build the MCP server
+mkdir -p ~/.local/share/mcp-servers
+cd ~/.local/share/mcp-servers
+git clone https://github.com/netflyapp/fluentcrm-mcp-server.git
+cd fluentcrm-mcp-server
+npm install
+npm run build
+
+# Verify build succeeded
+ls dist/fluentcrm-mcp-server.js
+```
+
+### OpenCode Configuration
+
+Add to `~/.config/opencode/opencode.json` (disabled globally for token efficiency):
+
+```json
+{
+  "mcp": {
+    "fluentcrm": {
+      "type": "local",
+      "command": ["/bin/bash", "-c", "source ~/.config/aidevops/mcp-env.sh && node ~/.local/share/mcp-servers/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"],
+      "enabled": false
+    }
+  }
+}
+```
+
+**Per-Agent Enablement**: FluentCRM tools are enabled via `fluentcrm_*: true` in this subagent's `tools:` section. Main agents (`sales.md`, `marketing.md`) reference this subagent for CRM operations, ensuring the MCP is only loaded when needed.
+
+### Claude Desktop Configuration
+
+Add to Claude Desktop MCP settings:
+
+```json
+{
+  "mcpServers": {
+    "fluentcrm": {
+      "command": "node",
+      "args": ["~/.local/share/mcp-servers/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"],
+      "env": {
+        "FLUENTCRM_API_URL": "https://your-domain.com/wp-json/fluent-crm/v2",
+        "FLUENTCRM_API_USERNAME": "your_username",
+        "FLUENTCRM_API_PASSWORD": "your_application_password"
+      }
+    }
+  }
+}
+```
+
+### WordPress Setup
+
+1. **Install FluentCRM** plugin on your WordPress site
+2. **Create Application Password**:
+   - Go to Users > Your Profile
+   - Scroll to "Application Passwords"
+   - Create new password for API access
+3. **Enable REST API** (usually enabled by default)
+4. **Configure CORS** if accessing from different domain
+
+## Contact Management
+
+### List Contacts
+
+```text
+Use fluentcrm_list_contacts to get all contacts
+Parameters:
+- page: Page number (default: 1)
+- per_page: Records per page (default: 10)
+- search: Search by email/name
+```
+
+### Create Contact
+
+```text
+Use fluentcrm_create_contact with:
+- email (required): Contact email
+- first_name: First name
+- last_name: Last name
+- phone: Phone number
+- address_line_1: Address
+- city: City
+- country: Country
+```
+
+### Find by Email
+
+```text
+Use fluentcrm_find_contact_by_email to search for a specific contact
+```
+
+### Update Contact
+
+```text
+Use fluentcrm_update_contact with subscriberId and fields to update
+```
+
+## Tag Management
+
+Tags are used for segmentation and automation triggers.
+
+### Common Tag Patterns
+
+| Pattern | Use Case |
+|---------|----------|
+| `lead-source-*` | Track where leads came from |
+| `interest-*` | Track product/service interests |
+| `stage-*` | Sales pipeline stages |
+| `campaign-*` | Campaign participation |
+| `behavior-*` | User behavior tracking |
+
+### Tag Operations
+
+```text
+# List all tags
+fluentcrm_list_tags
+
+# Create tag
+fluentcrm_create_tag with title, slug, description
+
+# Attach tag to contact
+fluentcrm_attach_tag_to_contact with subscriberId and tagIds array
+
+# Detach tag from contact
+fluentcrm_detach_tag_from_contact with subscriberId and tagIds array
+```
+
+## List Management
+
+Lists are used for organizing contacts into groups for campaigns.
+
+### List Operations
+
+```text
+# List all lists
+fluentcrm_list_lists
+
+# Create list
+fluentcrm_create_list with title, slug, description
+
+# Add contact to list
+fluentcrm_attach_contact_to_list with subscriberId and listIds array
+
+# Remove contact from list
+fluentcrm_detach_contact_from_list with subscriberId and listIds array
+```
+
+## Email Campaigns
+
+### Campaign Workflow
+
+1. **Create email template** with content
+2. **Create campaign** with subject and recipient lists
+3. **Review and schedule** campaign
+4. **Monitor** delivery and engagement
+
+### Campaign Operations
+
+```text
+# List campaigns
+fluentcrm_list_campaigns
+
+# Create campaign
+fluentcrm_create_campaign with:
+- title: Campaign name
+- subject: Email subject line
+- template_id: Email template ID
+- recipient_list: Array of list IDs
+
+# Pause/Resume campaign
+fluentcrm_pause_campaign / fluentcrm_resume_campaign with campaignId
+```
+
+### Email Templates
+
+```text
+# List templates
+fluentcrm_list_email_templates
+
+# Create template
+fluentcrm_create_email_template with:
+- title: Template name
+- subject: Default subject
+- body: HTML content
+```
+
+## Marketing Automation
+
+### Automation Funnels
+
+FluentCRM automations (funnels) trigger actions based on events.
+
+```text
+# List automations
+fluentcrm_list_automations
+
+# Create automation
+fluentcrm_create_automation with:
+- title: Automation name
+- description: Description
+- trigger: Trigger type (e.g., 'tag_added', 'list_added', 'form_submitted')
+```
+
+### Common Automation Triggers
+
+| Trigger | Use Case |
+|---------|----------|
+| `tag_added` | When tag is applied to contact |
+| `list_added` | When contact joins a list |
+| `form_submitted` | When form is submitted |
+| `link_clicked` | When email link is clicked |
+| `email_opened` | When email is opened |
+
+## Smart Links
+
+Smart Links are trackable URLs that can apply tags/lists when clicked.
+
+### Smart Link Operations
+
+```text
+# Create smart link
+fluentcrm_create_smart_link with:
+- title: Link name
+- slug: URL slug
+- target_url: Destination URL
+- apply_tags: Tag IDs to add on click
+- apply_lists: List IDs to add on click
+- remove_tags: Tag IDs to remove on click
+- remove_lists: List IDs to remove on click
+- auto_login: Auto-login user on click
+
+# Generate shortcode
+fluentcrm_generate_smart_link_shortcode with slug and optional linkText
+```
+
+**Note**: Smart Links API may not be available in all FluentCRM versions. Use the admin panel if API returns 404.
+
+## Webhooks
+
+### Webhook Configuration
+
+```text
+# List webhooks
+fluentcrm_list_webhooks
+
+# Create webhook
+fluentcrm_create_webhook with:
+- name: Webhook name
+- url: Webhook URL
+- status: 'pending' or 'subscribed'
+- tags: Tag IDs to filter
+- lists: List IDs to filter
+```
+
+### Webhook Events
+
+FluentCRM can send webhooks for:
+
+- Contact created/updated
+- Tag added/removed
+- List subscription changes
+- Email events (sent, opened, clicked)
+- Form submissions
+
+## Reports & Analytics
+
+### Dashboard Stats
+
+```text
+# Get dashboard statistics
+fluentcrm_dashboard_stats
+
+Returns:
+- Total contacts
+- New contacts (period)
+- Email stats
+- Campaign performance
+```
+
+### Custom Fields
+
+```text
+# List custom fields
+fluentcrm_custom_fields
+
+Returns all custom field definitions for contacts
+```
+
+## Sales Integration
+
+### Lead Management Workflow
+
+1. **Capture lead** via form or API
+2. **Apply tags** based on source/interest
+3. **Add to nurture list**
+4. **Trigger automation** for follow-up
+5. **Track engagement** via email opens/clicks
+6. **Update tags** as lead progresses
+
+### Example: New Lead Processing
+
+```text
+1. fluentcrm_create_contact with lead details
+2. fluentcrm_attach_tag_to_contact with ['lead-new', 'source-website']
+3. fluentcrm_attach_contact_to_list with nurture list ID
+4. Automation triggers welcome sequence
+```
+
+## Marketing Integration
+
+### Campaign Workflow
+
+1. **Segment audience** using tags/lists
+2. **Create email template** with content
+3. **Create campaign** targeting segments
+4. **Schedule or send** campaign
+5. **Monitor** opens, clicks, conversions
+6. **Apply tags** based on engagement
+
+### Example: Product Launch Campaign
+
+```text
+1. fluentcrm_create_list for launch audience
+2. fluentcrm_create_email_template with launch content
+3. fluentcrm_create_campaign targeting launch list
+4. Create automation to tag engaged contacts
+```
+
+## Best Practices
+
+### Contact Data Quality
+
+- Always validate email before creating contacts
+- Use consistent tag naming conventions
+- Regularly clean inactive contacts
+- Merge duplicate contacts
+
+### Email Deliverability
+
+- Warm up new sending domains
+- Monitor bounce rates
+- Honor unsubscribe requests immediately
+- Use double opt-in for marketing lists
+
+### Automation Design
+
+- Keep automations simple and focused
+- Test automations with test contacts first
+- Monitor automation performance
+- Document automation logic
+
+### GDPR Compliance
+
+- Obtain explicit consent for marketing
+- Provide easy unsubscribe options
+- Honor data deletion requests
+- Document consent sources
+
+## Troubleshooting
+
+### Authentication Errors
+
+```bash
+# Verify credentials
+curl -u "username:app_password" \
+  "https://your-domain.com/wp-json/fluent-crm/v2/subscribers"
+```
+
+### API Not Available
+
+- Ensure FluentCRM plugin is active
+- Check WordPress REST API is enabled
+- Verify permalink settings (not "Plain")
+- Check for security plugins blocking API
+
+### Rate Limiting
+
+FluentCRM may rate limit API requests. For bulk operations:
+
+- Use pagination for large datasets
+- Add delays between requests
+- Consider batch operations where available
+
+## Related Documentation
+
+- `sales.md` - Sales workflows with FluentCRM
+- `marketing.md` - Marketing campaigns with FluentCRM
+- `services/email/ses.md` - Email delivery via SES
+- FluentCRM Docs: https://fluentcrm.com/docs/
+- FluentCRM REST API: https://rest-api.fluentcrm.com/
diff --git a/.agent/tools/build-agent/build-agent.md b/.agent/tools/build-agent/build-agent.md
index 1bafce8e26..217fd2c638 100644
--- a/.agent/tools/build-agent/build-agent.md
+++ b/.agent/tools/build-agent/build-agent.md
@@ -146,6 +146,23 @@ tools:
   wordpress-mcp_*: true         # WordPress MCP tools
 ```
 
+**CRITICAL: MCP Placement Rule**
+
+- **Enable MCPs in SUBAGENTS only** (files in subdirectories like `services/crm/`, `tools/wordpress/`)
+- **NEVER enable MCPs in main agents** (`sales.md`, `marketing.md`, `seo.md`, etc.)
+- Main agents reference subagents for MCP functionality
+- This ensures MCPs only load when the specific subagent is invoked
+
+```yaml
+# CORRECT: MCP in subagent (services/crm/fluentcrm.md)
+tools:
+  fluentcrm_*: true
+
+# WRONG: MCP in main agent (sales.md)
+tools:
+  fluentcrm_*: true  # DON'T DO THIS - use subagent reference instead
+```
+
 **MCP requirements with tool filtering** (documents intent for future `includeTools` support):
 
 ```yaml
diff --git a/configs/mcp-templates/fluentcrm.json b/configs/mcp-templates/fluentcrm.json
new file mode 100644
index 0000000000..868ec2a1c8
--- /dev/null
+++ b/configs/mcp-templates/fluentcrm.json
@@ -0,0 +1,12 @@
+{
+  "fluentcrm": {
+    "type": "local",
+    "command": [
+      "/bin/bash",
+      "-c",
+      "source ~/.config/aidevops/mcp-env.sh && node ~/.local/share/mcp-servers/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"
+    ],
+    "enabled": false,
+    "_comment": "Disabled globally. Enabled via fluentcrm_*: true in services/crm/fluentcrm.md subagent. Requires local build - see .agent/services/crm/fluentcrm.md for setup."
+  }
+}