@upnify/mcp-server

A Model Context Protocol (MCP) server for Upnify CRM integration. This server provides AI assistants with the ability to interact with Upnify CRM to manage prospects, opportunities, reports, and reminders.

Features

• 📊 Sales Reports - Get detailed sales analytics
• 👥 Prospect Management - Create and search prospects
• 💼 Opportunity Tracking - Manage sales opportunities
• 📅 Reminders - Schedule and manage reminders
• 🔐 Secure Authentication - Token-based authentication with Upnify
• ⚡ Smart Caching - Automatic token caching for performance

Installation

# Install globally
npm install -g @upnify/mcp-server

# Or use with uvx (recommended)
uvx @upnify/mcp-server

Configuration

Add to your MCP client configuration (e.g., Claude Desktop):

{
  "mcpServers": {
    "upnify": {
      "command": "uvx",
      "args": ["@upnify/mcp-server"],
      "env": {
        "TK_INTEGRACION": "your-upnify-integration-token"
      }
    }
  }
}

Environment Variables

• TK_INTEGRACION (required): Your Upnify integration token

Available Tools

📊 Reports

• get-upnify-sales-report - Get sales reports with customizable grouping and periods
• get-upnify-pending-payments - Get pending payments report
• get-upnify-activity-report - Get activity reports by period
• get-upnify-conversion-report - Get conversion reports

👥 Prospects

• create-upnify-prospect - Create new prospects in Upnify CRM
• search-upnify-contacts - Search existing contacts and prospects

💼 Opportunities

• create-upnify-opportunity - Create new sales opportunities

📅 Utilities

• create-upnify-reminder - Schedule reminders in Upnify

Usage Examples

Get Sales Report

Get me a sales report for this year grouped by industry

Create Prospect

Create a prospect: Name "John Doe", Email "[email protected]", Company "Acme Corp"

Search Contacts

Search for contacts with email containing "@gmail.com"

Development

# Clone the repository
git clone https://github.com/adrielisa/MCP.git
cd MCP

# Install dependencies
npm install

# Build
npm run build

# Test locally
npx tsx main.ts

Requirements

• Node.js 18+
• Upnify CRM account with integration token

License

MIT

Support

For issues and questions, please visit GitHub Issues.