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@dannychirkov/salesdrive-mcp-server

v0.1.0

Published

MCP server for SalesDrive CRM API - enables AI assistants to manage orders, products, and payments

Readme

@dannychirkov/salesdrive-mcp-server

MCP (Model Context Protocol) server for SalesDrive CRM. Enables AI assistants like Claude to manage orders, products, and payments in SalesDrive.

Installation

With npx (recommended)

No installation needed! Just configure your AI assistant:

{
  "mcpServers": {
    "salesdrive": {
      "command": "npx",
      "args": ["-y", "@dannychirkov/salesdrive-mcp-server"],
      "env": {
        "SALESDRIVE_API_KEY": "your-api-key",
        "SALESDRIVE_BASE_URL": "https://your-account.salesdrive.me"
      }
    }
  }
}

Global installation

npm install -g @dannychirkov/salesdrive-mcp-server

Then configure:

{
  "mcpServers": {
    "salesdrive": {
      "command": "salesdrive-mcp",
      "env": {
        "SALESDRIVE_API_KEY": "your-api-key",
        "SALESDRIVE_BASE_URL": "https://your-account.salesdrive.me"
      }
    }
  }
}

Configuration

| Environment Variable | Description | Required | | ---------------------- | --------------------------------------------------- | ------------------- | | SALESDRIVE_API_KEY | Your SalesDrive API key | Yes | | SALESDRIVE_BASE_URL | Your account URL (e.g., https://demo.salesdrive.me) | Yes | | SALESDRIVE_READ_ONLY | Set to true to disable write operations | No (default: false) | | LOG_LEVEL | Logging level (debug, info, warn, error) | No (default: info) |

Read-Only Mode

For safety, you can run the server in read-only mode. This disables all write operations:

{
  "mcpServers": {
    "salesdrive": {
      "command": "npx",
      "args": ["-y", "@dannychirkov/salesdrive-mcp-server"],
      "env": {
        "SALESDRIVE_API_KEY": "your-api-key",
        "SALESDRIVE_BASE_URL": "https://your-account.salesdrive.me",
        "SALESDRIVE_READ_ONLY": "true"
      }
    }
  }
}

In read-only mode, the following tools are disabled:

  • order_create, order_update
  • product_update, product_delete
  • payment_add
  • currency_update
  • category_update, category_delete

Getting Your API Key

  1. Log in to your SalesDrive account
  2. Go to SettingsGeneral Settings and IntegrationsOther ServicesAPI
  3. Generate or copy your API key

Available Tools

Order Tools

| Tool | Description | | -------------- | ------------------------ | | order_list | List orders with filters | | order_create | Create a new order | | order_update | Update an existing order |

Product Tools

| Tool | Description | | ---------------- | ------------------------------ | | product_update | Add or update products (batch) | | product_delete | Delete products by ID |

Category Tools

| Tool | Description | | ----------------- | ------------------------ | | category_update | Add or update categories | | category_delete | Delete categories by ID |

Payment Tools

| Tool | Description | | -------------- | ------------------ | | payment_add | Register a payment | | payment_list | List payments |

Reference Tools

| Tool | Description | | -------------------------------- | -------------------- | | reference_get_payment_methods | Get payment methods | | reference_get_delivery_methods | Get delivery methods | | reference_get_statuses | Get order statuses |

Currency Tools

| Tool | Description | | ----------------- | --------------------- | | currency_get | Get currency rates | | currency_update | Update currency rates |

Document Tools

| Tool | Description | | -------------------- | --------------------- | | invoice_list | List invoices | | sales_invoice_list | List sales invoices | | cash_order_list | List cash orders | | contract_list | List contracts | | check_list | List fiscal receipts | | act_list | List acts | | arrival_list | List product arrivals |

Example Prompts

Once configured, you can ask your AI assistant:

  • "Show me the last 10 orders from SalesDrive"
  • "Create a new order for customer with phone 0501234567"
  • "Update order #123 status to completed"
  • "What payment methods are available?"
  • "Add a payment of 500 UAH to order #456"
  • "Update the USD exchange rate to 42 UAH"
  • "Show me all invoices for this month"
  • "List all contracts"
  • "Show product arrivals from last week"

Claude Desktop Setup

macOS

Edit ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "salesdrive": {
      "command": "npx",
      "args": ["-y", "@dannychirkov/salesdrive-mcp-server"],
      "env": {
        "SALESDRIVE_API_KEY": "your-api-key",
        "SALESDRIVE_BASE_URL": "https://your-account.salesdrive.me"
      }
    }
  }
}

Windows

Edit %APPDATA%\Claude\claude_desktop_config.json:

{
  "mcpServers": {
    "salesdrive": {
      "command": "npx",
      "args": ["-y", "@dannychirkov/salesdrive-mcp-server"],
      "env": {
        "SALESDRIVE_API_KEY": "your-api-key",
        "SALESDRIVE_BASE_URL": "https://your-account.salesdrive.me"
      }
    }
  }
}

Troubleshooting

"API key is required"

Make sure SALESDRIVE_API_KEY is set in the environment configuration.

"Base URL is required"

Make sure SALESDRIVE_BASE_URL is set. It should be your account's URL, like https://mycompany.salesdrive.me.

Rate Limiting

SalesDrive has rate limits (10/min, 100/hr, 1000/day for list operations). If you hit limits, wait and try again.

Debug Mode

Set LOG_LEVEL=debug to see detailed logs in stderr.

License

Apache License 2.0