rise-mcp

Model Context Protocol (MCP) server for RISE CRM — integra tu instancia de RISE CRM con asistentes de IA como Claude, Cursor, Windsurf, GitHub Copilot, Continue.dev y OpenCode.

Requisitos

• Node.js >= 20
• Una instancia de RISE CRM con acceso API (módulo Rise API activado)
• Una API Key generada desde RISE CRM (Configuración → Rise API)

Instalación

npm install -g rise-mcp

O ejecútalo directamente sin instalar:

npx rise-mcp

Variables de entorno

Antes de usar el servidor, configura las variables de entorno obligatorias:

| Variable | Descripción | Ejemplo | |---|---|---| | RISE_API_URL | URL base de tu instancia RISE CRM | https://tu-empresa.risecrm.com | | RISE_API_KEY | API Key generada en RISE CRM | sk-abc123... |

También puedes crear un archivo .env en el directorio de trabajo:

RISE_API_URL=https://tu-empresa.risecrm.com
RISE_API_KEY=sk-abc123...

Nota: Si las variables no están configuradas, el servidor MCP se iniciará igualmente, pero devolverá un error claro al intentar usar cualquier herramienta.

Herramientas disponibles

38 herramientas MCP organizadas en 12 módulos:

Auth

| Herramienta | Descripción | |---|---| | me | Datos del usuario autenticado y sus scopes | | my_permissions | Permisos efectivos del usuario | | auth_session | Token exchange: API key → session token | | refresh_session | Renueva un session token existente |

CRM

| Herramienta | Acciones | |---|---| | clients | list, get, create, update, delete, contacts | | contacts | list, get, create, update, delete, permissions | | leads | list, get, create, update, delete, convert |

Proyectos

| Herramienta | Acciones | |---|---| | projects | list, get, create, update, delete, members, add_member, remove_member, comments, add_comment, files, milestones, create_milestone, update_milestone | | tasks | list, get, create, update, delete, comments, add_comment, update_status, checklist, subtasks, create_subtask, copy |

Tickets

| Herramienta | Acciones | |---|---| | tickets | list, get, create, update, delete, comments, add_comment, update_status, assign, merge |

Finanzas

| Herramienta | Acciones | |---|---| | invoices | list, get, create, update, delete, items, add_item, payments, add_payment, update_status | | estimates | list, get, create, update, delete, items, add_item, comments, update_status, requests, create_request | | expenses | list, get, create, update, delete |

Ventas

| Herramienta | Acciones | |---|---| | proposals | list, get, create, update, delete, items, comments, update_status | | contracts | list, get, create, update, delete, items, update_status | | orders | list, get, create, update, delete, items, update_status | | subscriptions | list, get, create, update, delete, items, update_status |

Comunicaciones

| Herramienta | Acciones | |---|---| | messages | list, sent, get, send, unread | | announcements | list, get, create, update, delete | | timeline | list, create, update, delete, like |

RRHH

| Herramienta | Acciones | |---|---| | users | list, get, create, update, delete, activate, job_info, online | | teams | list, get, create, update, delete, members | | roles | list, get, permissions, create, update, update_permissions | | attendance | list, clock_in, clock_out, status, summary, members | | leaves | list, get, create, update, delete, approve, reject, summary |

Conocimiento

| Herramienta | Acciones | |---|---| | knowledge_base | categories, show_category, create_category, update_category, delete_category, articles, show_article, create_article, update_article, delete_article, search | | notes | list, get, create, update, delete, categories | | todo | list, get, create, update, delete, toggle | | reminders | list, create, update, delete |

Archivos

| Herramienta | Acciones | |---|---| | files | list, get, download, upload, delete | | folders | list, create, update, delete |

Reportes

| Herramienta | Descripción | |---|---| | reports | tasks, tickets, invoices, estimates, projects, team_members_summary, clients_summary, expenses, leaves, attendance, timesheets, income_vs_expense |

Admin

| Herramienta | Acciones | |---|---| | api_keys | list, create, rotate, delete, admin_list, admin_create, admin_delete | | webhooks | list, get, create, update, delete, logs | | settings | list, get, update, modules, update_modules | | taxonomies | list, get, create, update, delete | | custom_fields | list, get, create, update, delete | | labels | list, get, create, update, delete | | notification_settings | list, get, update |

Uso con asistentes de IA

Claude Desktop

Editar el archivo de configuración:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Linux: ~/.config/claude/claude_desktop_config.json
• Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "rise-mcp": {
      "command": "npx",
      "args": ["-y", "rise-mcp"],
      "env": {
        "RISE_API_URL": "https://tu-empresa.risecrm.com",
        "RISE_API_KEY": "sk-tu-api-key"
      }
    }
  }
}

Cursor

Crear o editar .cursor/mcp.json en la raíz de tu proyecto:

{
  "mcpServers": {
    "rise-mcp": {
      "command": "npx",
      "args": ["-y", "rise-mcp"],
      "env": {
        "RISE_API_URL": "https://tu-empresa.risecrm.com",
        "RISE_API_KEY": "sk-tu-api-key"
      }
    }
  }
}

Windsurf

Crear o editar .windsurf/mcp.json en la raíz de tu proyecto:

{
  "mcpServers": {
    "rise-mcp": {
      "command": "npx",
      "args": ["-y", "rise-mcp"],
      "env": {
        "RISE_API_URL": "https://tu-empresa.risecrm.com",
        "RISE_API_KEY": "sk-tu-api-key"
      }
    }
  }
}

GitHub Copilot (VS Code / VS Code Insiders)

Agregar en settings.json de VS Code:

{
  "github.copilot.mcpServers": {
    "rise-mcp": {
      "command": "npx",
      "args": ["-y", "rise-mcp"],
      "env": {
        "RISE_API_URL": "https://tu-empresa.risecrm.com",
        "RISE_API_KEY": "sk-tu-api-key"
      }
    }
  }
}

OpenCode

Editar ~/.config/opencode/opencode.json:

{
  "mcpServers": {
    "rise-mcp": {
      "command": "npx",
      "args": ["-y", "rise-mcp"],
      "env": {
        "RISE_API_URL": "https://tu-empresa.risecrm.com",
        "RISE_API_KEY": "sk-tu-api-key"
      }
    }
  }
}

Continue.dev (VS Code / JetBrains)

Agregar en .continue/config.json:

{
  "experimental": {
    "mcpServers": {
      "rise-mcp": {
        "command": "npx",
        "args": ["-y", "rise-mcp"],
        "env": {
          "RISE_API_URL": "https://tu-empresa.risecrm.com",
          "RISE_API_KEY": "sk-tu-api-key"
        }
      }
    }
  }
}

Codex (OpenAI)

Agregar en el archivo ~/.codex/config.toml o configurar vía UI:

[mcp_servers.rise-mcp]
command = "npx"
args = ["-y", "rise-mcp"]

[mcp_servers.rise-mcp.env]
RISE_API_URL = "https://tu-empresa.risecrm.com"
RISE_API_KEY = "sk-tu-api-key"

Ejemplos de uso

Una vez conectado el MCP a tu asistente de IA, puedes hacer preguntas como:

• "Muéstrame los clientes que tengo en RISE CRM"
• "Crea una tarea urgente en el proyecto 'Web Redesign'"
• "Lista las facturas pendientes de este mes"
• "¿Cuántos tickets abiertos hay asignados a Juan?"
• "Convierte el lead 'Acme Corp' en cliente"
• "Genera un reporte de ingresos vs gastos del Q1"

Desarrollo

git clone https://github.com/gzlo/rise-mcp.git
cd rise-mcp
npm install
npm run build

Scripts

| Comando | Descripción | |---|---| | npm run build | Compila TypeScript → dist/ | | npm run dev | Compila en modo watch | | npm run start | Ejecuta el servidor compilado | | npm run typecheck | Verifica tipos TypeScript | | npm run lint | Ejecuta ESLint | | npm run test | Ejecuta tests con Vitest |

Licencia

MIT © gzlo