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crm-mcp

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crm-mcp

MCP (Model Context Protocol) server that bridges Claude Code to the Rowan Rose CRM. Acts as a thin translator between Claude's MCP tool calls and the existing /api/crm/* REST endpoints on the CRM backend.

Architecture

Claude Code  ──HTTPS+Bearer──▶  mcp.rowanroseclaims.co.uk  ──HTTPS+x-api-key──▶  crm.rowanroseclaims.co.uk/api/crm/*
                                (this server, EC2)                              (existing CRM, EC2)

Three independent auth boundaries; this server holds no DB or S3 credentials.

Related MCP server: Herald

Tools (Phase 1, read-only)

Tool

Purpose

crm_lookup_contact

Look up a contact by reference, email, or name

crm_get_contact

Full contact + all their cases

crm_get_case

Full case state (lender, status, dates, extended fields)

crm_list_documents

List S3 documents for a contact (filter by case/lender/category)

crm_read_document

Extract text from a PDF/DOCX

crm_search

Cross-search contacts and cases

crm_get_timeline

Communication/action timeline for a contact

crm_list_lenders

Known lender directory (canonical names + aliases)

Local development

cp .env.example .env
# fill in CRM_API_KEY (from CRM .env) and MCP_API_KEY (generate)
npm install
npm run build
npm start            # HTTP transport on :5050
npm run start:stdio  # stdio transport (for direct Claude Code stdio use)

Health check:

curl http://127.0.0.1:5050/healthz

Production deploy

Runs under PM2 on a dedicated EC2 (separate from the CRM box).

git pull
npm ci
npm run build
pm2 reload ecosystem.config.cjs
pm2 save

Nginx terminates TLS for mcp.rowanroseclaims.co.uk and proxies to 127.0.0.1:5050.

Registering with Claude Code

claude mcp add --transport http crm \
  https://mcp.rowanroseclaims.co.uk/mcp \
  --header "Authorization: Bearer <MCP_API_KEY>" \
  --scope user

Env vars

See .env.example. Never commit .env.

Audit log

Every tool call writes a structured log line via pino. Logs land in /home/ubuntu/crm-mcp/logs/. Phase 3 will move these to a Postgres mcp_audit_log table.

License

Internal — Rowan Rose / Fast Action Claims.

This server cannot be installed

F
license - not found
-
quality - not tested
D
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

Resources

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

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