Albi API MCP Server

Model Context Protocol (MCP) server for the Albi project management API. This server enables Claude to interact with your Albi workspace, retrieve project data, manage contacts, create tasks, and more.

Features

This MCP server provides access to the following Albi API capabilities:

Projects

• Get all projects or specific project details
• Retrieve project financials, payments, invoices, and expenses
• Access project timeline, files, staff assignments, and notes

Contacts & Organizations

• List and retrieve contacts and organizations
• Create new contacts and organizations
• Update contact and organization statuses

Tasks

• Get all tasks or specific task details
• Create new tasks
• Update task statuses

Activities

• List and retrieve activities
• Create new activities

Staff & Scheduler

• Get staff member information
• Manage scheduled events

Options/Lookups

• Retrieve dropdown options for project roles, relationship types, referral sources, activity types, and more

Installation

Option 1: Install from npm (Recommended)

npm install -g albi-mcp-server

Option 2: Install from source

1. Clone this repository
2. Install dependencies:

npm install

3. Build the TypeScript code:

npm run build

Configuration

Get your API key

1. Log in to your Albi account at https://app.albiware.com
2. Navigate to Settings > API Keys
3. Generate a new API key or copy your existing key

Configure Claude Desktop or Claude Code

Add the server to your Claude configuration file:

Claude Desktop (MacOS): ~/Library/Application Support/Claude/claude_desktop_config.json Claude Desktop (Windows): %APPDATA%/Claude/claude_desktop_config.json Claude Code: ~/.claude.json

If installed via npm:

{
  "mcpServers": {
    "albi": {
      "command": "albi-mcp",
      "env": {
        "ALBI_API_KEY": "your-api-key-here"
      }
    }
  }
}

If installed from source:

{
  "mcpServers": {
    "albi": {
      "command": "node",
      "args": [
        "/absolute/path/to/albi-api-mcp/dist/index.js"
      ],
      "env": {
        "ALBI_API_KEY": "your-api-key-here"
      }
    }
  }
}

Replace your-api-key-here with your actual Albi API key.

Usage

Once configured in Claude Desktop, you can ask Claude to interact with your Albi workspace:

Example prompts:

• "Show me all my projects"
• "Get the financials for project [ID]"
• "List all contacts with their statuses"
• "Create a new task with description 'Follow up with client'"
• "Show me the timeline for project [ID]"
• "Get all staff members"
• "What are the available project role options?"

Available Tools

The server exposes 42 tools covering all major Albi API endpoints:

Projects (10 tools)

• get_projects - Get all projects
• get_project - Get specific project
• get_project_financials - Get project financial data
• get_project_payments - Get project payments
• get_project_invoices - Get project invoices
• get_project_expenses - Get project expenses
• get_project_timeline - Get project timeline
• get_project_files - Get project files
• get_project_staff - Get staff assigned to project
• get_project_notes - Get project notes

Contacts (5 tools)

• get_contacts - Get all contacts
• get_contact - Get specific contact
• get_contacts_with_statuses - Get contacts with status info
• create_contact - Create new contact
• update_contact_status - Update contact status

Organizations (5 tools)

• get_organizations - Get all organizations
• get_organization - Get specific organization
• get_organizations_with_statuses - Get organizations with status info
• create_organization - Create new organization
• update_organization_status - Update organization status

Tasks (4 tools)

• get_tasks - Get all tasks
• get_task - Get specific task
• create_task - Create new task
• update_task_status - Update task status

Activities (3 tools)

• get_activities - Get all activities
• get_activity - Get specific activity
• create_activity - Create new activity

Staff (2 tools)

• get_staff - Get all staff
• get_staff_member - Get specific staff member

Scheduler (3 tools)

• get_scheduled_events - Get all scheduled events
• get_scheduled_event - Get specific event
• create_scheduled_event - Create new event

Options/Lookups (6 tools)

• get_project_role_options
• get_relationship_type_options
• get_referral_source_options
• get_activity_type_options
• get_relationship_status_options
• get_salesperson_options

Development

To run in development mode with auto-reload:

npm run watch

API Documentation

For more information about the Albi API, visit: https://albi.readme.io/reference

License

MIT