SellAgent AI MCP Server

A Model Context Protocol (MCP) server that provides secure tools for interacting with SellAgent AI's CRM and sales automation platform.

Features

• 🔐 Secure Authentication - Supports both API Keys and Bearer tokens
• 📊 Lead Management - Get, create, update, and delete leads
• 🚀 High Performance - Built-in caching for optimal performance
• 🔌 Easy Integration - Works with any MCP-compatible client

Prerequisites

• Node.js 16+ installed
• A SellAgent AI account with API access
• An MCP-compatible client (Claude Desktop, Continue.dev, etc.)

Installation

Option 1: Install from npm (Recommended)

# Install globally
npm install -g sellagent-mcp-server

# Or install locally in your project
npm install sellagent-mcp-server

Option 2: Clone and Install from Source

# Clone the repository
git clone https://github.com/sellagent/mcp-server.git
cd mcp-server

# Install dependencies
npm install

Configuration

Step 1: Configure Environment

Create a .env file in your working directory:

# Required: Your SellAgent API Key
SELLAGENT_API_KEY=your-api-key-here

# API Base URL
# For production (default):
SELLAGENT_BASE_URL=https://server.sellagent.ai/api
# For local development:
# SELLAGENT_BASE_URL=http://localhost:4005/api

# Optional: Authentication cache duration (milliseconds)
AUTH_CACHE_TTL=300000  # 5 minutes

Step 2: Get Your API Key

1. Log in to SellAgent AI
2. Navigate to Settings → API Keys
3. Click Create New API Key
4. Copy the key and add it to your .env file

Usage

Starting the Server

# If installed globally
sellagent-mcp-server

# If installed locally
npx sellagent-mcp-server

# Or using npm start (if cloned from source)
npm start

# The server will run on http://localhost:8080/sse

To test if everything is working:

# Run the test suite (source install only)
npm test

Client Configuration

Claude Desktop

1. Find your Claude Desktop configuration file:

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

2. Add the SellAgent server configuration:

If installed globally:

{
  "mcpServers": {
    "sellagent": {
      "command": "sellagent-mcp-server",
      "env": {
        "SELLAGENT_API_KEY": "your-api-key-here",
        "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
      }
    }
  }
}

If installed locally or from source:

{
  "mcpServers": {
    "sellagent": {
      "command": "node",
      "args": ["/absolute/path/to/mcp/index.js"],
      "env": {
        "SELLAGENT_API_KEY": "your-api-key-here",
        "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
      }
    }
  }
}

3. Restart Claude Desktop

4. Verify by typing: "Can you get all leads from SellAgent?"

Continue.dev

1. Open VS Code with Continue extension
2. Open Continue settings (.continuerc.json)
3. Add the MCP server:

If installed globally:

{
  "models": [...],
  "contextProviders": [{
    "name": "mcp",
    "params": {
      "servers": {
        "sellagent": {
          "command": "sellagent-mcp-server",
          "env": {
            "SELLAGENT_API_KEY": "your-api-key-here",
            "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
          }
        }
      }
    }
  }]
}

If installed locally or from source:

{
  "models": [...],
  "contextProviders": [{
    "name": "mcp",
    "params": {
      "servers": {
        "sellagent": {
          "command": "node /absolute/path/to/mcp/index.js",
          "env": {
            "SELLAGENT_API_KEY": "your-api-key-here",
            "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
          }
        }
      }
    }
  }]
}

Cody (Sourcegraph)

Add to your Cody configuration:

If installed globally:

{
  "mcp": {
    "servers": {
      "sellagent": {
        "command": "sellagent-mcp-server",
        "env": {
          "SELLAGENT_API_KEY": "your-api-key-here",
          "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
        }
      }
    }
  }
}

If installed locally or from source:

{
  "mcp": {
    "servers": {
      "sellagent": {
        "command": "node",
        "args": ["/absolute/path/to/mcp/index.js"],
        "env": {
          "SELLAGENT_API_KEY": "your-api-key-here",
          "SELLAGENT_BASE_URL": "https://server.sellagent.ai/api"
        }
      }
    }
  }
}

Available Tools

sellagent_get_all_leads

Fetches all leads from your SellAgent workspace.

Basic Usage with API Key:

{
  "auth": {
    "type": "apiKey",
    "key": "your-api-key-here"
  }
}

With Parameters:

{
  "auth": {
    "type": "apiKey",
    "key": "your-api-key-here"
  },
  "limit": 10,
  "offset": 0,
  "workspaceId": "optional-workspace-id"
}

With Custom Authentication:

{
  "auth": {
    "type": "apiKey",
    "key": "different-api-key"
  },
  "limit": 5
}

Authentication Methods

Important: Authentication is required for every tool call. You must provide credentials with each request.

Method 1: API Key Authentication

Include your API key in the request:

{
  "auth": {
    "type": "apiKey",
    "key": "sk_live_different_key"
  }
}

Method 2: Bearer Token Authentication

For user-specific operations with JWT tokens:

{
  "auth": {
    "type": "bearer",
    "token": "eyJhbGciOiJIUzI1NiIs..."
  }
}

Troubleshooting

Common Issues

"Authentication failed"

• Check API Key: Ensure it's correctly copied to .env
• Verify Status: Check if the key is active in SellAgent dashboard
• Test Directly: Run npm test to verify authentication

"Connection refused"

• Local Server: Start your SellAgent server on port 4005
• Use Production: Switch to https://server.sellagent.ai/api in .env
• Check Network: Ensure you can reach the API server

"Rate limit exceeded"

• Check Usage: View your API usage in SellAgent dashboard
• Upgrade Plan: Consider upgrading for higher limits
• Use Caching: The server caches auth for 5 minutes by default

Debug Mode

Enable detailed logging:

NODE_ENV=development npm start

Testing Authentication

Test your setup without a client:

# This will run authentication tests
npm test

Advanced Usage

Multiple Workspaces

To work with different workspaces:

{
  "workspaceId": "workspace-123",
  "auth": {
    "type": "apiKey",
    "key": "workspace-specific-key"
  }
}

Custom Base URL

For self-hosted SellAgent instances:

SELLAGENT_BASE_URL=https://your-domain.com/api

Proxy Configuration

If behind a corporate proxy:

export HTTP_PROXY=http://proxy.company.com:8080
export HTTPS_PROXY=http://proxy.company.com:8080

Security Best Practices

1. API Key Storage

   • Never commit .env files to version control
   • Use environment variables in production
   • Rotate keys regularly

2. Network Security

   • Use HTTPS URLs in production
   • Restrict API key permissions in SellAgent
   • Monitor API usage for anomalies

3. Client Security

   • Store keys in secure client configuration
   • Don't share configuration files
   • Use separate keys for each environment

Development

Project Structure

mcp/
├── auth/              # Authentication middleware
│   ├── middleware.js  # Request authentication
│   ├── service.js     # Token validation
│   └── httpClient.js  # Authenticated HTTP client
├── tools/             # MCP tools
│   └── sellagent/     # SellAgent-specific tools
│       └── leads.js   # Lead management
├── test/              # Test files
├── index.js           # Server entry point
└── .env              # Environment configuration

Adding New Tools

1. Create a new file in tools/sellagent/
2. Use the authentication middleware
3. Register in tools/index.js
4. Add tests in test/

Support

• Documentation: See AUTHENTICATION.md for detailed auth docs
• Issues: Report bugs on GitHub Issues
• SellAgent Support: Contact [email protected]
• MCP Protocol: Learn more at modelcontextprotocol.io

License

MIT License - See LICENSE file for details