CRM MCP Bridge

A Model Context Protocol (MCP) server that bridges AI assistants (like Claude) with CRM systems via REST API.

What it does

This package acts as a proxy/bridge between MCP-compatible AI assistants and your CRM's REST API. It:

• Exposes your CRM's MCP tools to Claude Desktop
• Forwards tool calls to your CRM API
• Handles authentication via Bearer tokens
• Works with any CRM that implements the MCP API endpoints

Installation

npm install -g crm-mcp-bridge

Or run directly with npx:

npx crm-mcp-bridge

Configuration

1. Get your API credentials

From your CRM system:

1. Go to Profile > API Tokens
2. Generate a new MCP token
3. Copy the token (it's only shown once!)

2. Configure Claude Desktop

Edit your Claude Desktop configuration file:

• macOS: ~/.config/claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "crm": {
      "command": "crm-mcp-bridge",
      "env": {
        "CRM_API_URL": "https://your-crm-api.com",
        "MCP_TOKEN": "your_mcp_token_here"
      }
    }
  }
}

3. Restart Claude Desktop

Close and reopen Claude Desktop to load the MCP server.

Environment Variables

| Variable | Required | Description | |----------|----------|-------------| | CRM_API_URL | Yes | Base URL of your CRM API | | MCP_TOKEN | Yes | Authentication token from your CRM |

API Requirements

Your CRM must implement these endpoints:

| Endpoint | Method | Description | |----------|--------|-------------| | /api/mcp/tools | GET | List available tools | | /api/mcp/tools/call | POST | Execute a tool |

Expected Response Formats

GET /api/mcp/tools

{
  "tools": [
    {
      "name": "tool_name",
      "description": "Tool description",
      "inputSchema": {
        "type": "object",
        "properties": { ... },
        "required": [ ... ]
      }
    }
  ],
  "total": 1
}

POST /api/mcp/tools/call

{
  "success": true,
  "tool": "tool_name",
  "content": [
    { "type": "text", "text": "Result text" }
  ],
  "executionTime": 123
}

Security

• No credentials stored: All authentication is via environment variables
• Token validation: Your CRM API validates every request
• No data stored: This package only proxies requests

Troubleshooting

"CRM_API_URL is required"

Make sure the CRM_API_URL environment variable is set in your Claude Desktop configuration.

"MCP_TOKEN is required"

Make sure the MCP_TOKEN environment variable is set in your Claude Desktop configuration.

"API Error (401)"

Your token may be invalid or expired. Generate a new token from your CRM.

"API Error (403)"

Your token may not have the required permissions. Check the token scopes.

License

MIT