Template
59 lines
2.2 KiB
Markdown
59 lines
2.2 KiB
Markdown
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# mokocrm-mcp
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MCP (Model Context Protocol) server purpose-built for the **MokoCRM ecosystem**. Bridges Dolibarr CRM operations — contacts, proposals, invoices, contracts, interventions, extrafields, email templates, and workflow automation — for AI assistants like Claude.
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## Relationship to dolibarr-api-mcp
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| | `dolibarr-api-mcp` | `mokocrm-mcp` |
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| **Scope** | Generic Dolibarr REST API | MokoCRM-specific workflows |
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| **Tools** | Raw CRUD on all Dolibarr objects | CRM-focused: pipeline, proposals, invoicing |
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| **Extrafields** | Generic extrafield access | MokoCRM extrafield schema awareness |
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| **Email** | None | MokoCRM branded email template management |
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| **Dictionaries** | Generic dictionary access | Commission rates, meeting times, lead stages |
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## Features
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- **CRM Pipeline** — manage leads, opportunities, and deal stages with MokoCRM's custom pipeline
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- **Proposal Workflow** — create, validate, sign proposals with branded email notifications
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- **Invoice Lifecycle** — generate invoices from proposals, track payments, send overdue reminders
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- **Contract Management** — service contracts with intervention tracking
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- **Extrafield Intelligence** — knows MokoCRM's 37 custom extrafields across 12 Dolibarr objects
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- **Email Templates** — trigger MokoCRM's branded email templates with Dolibarr substitution variables
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## Setup
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```bash
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npm install
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npm run build
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```
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## Configuration
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Copy `config.example.json` to `config.json`:
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```json
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{
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"connections": {
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"default": {
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"url": "https://your-dolibarr.example.com",
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"apiKey": "your-api-key"
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}
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}
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}
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```
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## Development
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```bash
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npm run dev # Watch mode
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npm run build # Production build
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npm run lint # Lint check
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```
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---
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*Part of the [MokoCRM](https://git.mokoconsulting.tech/MokoConsulting/MokoCRM) ecosystem by [Moko Consulting](https://mokoconsulting.tech)*
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