mokocrm-mcp

Language License Platform

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.

Relationship to dolibarr-api-mcp

dolibarr-api-mcp mokocrm-mcp
Scope Generic Dolibarr REST API MokoCRM-specific workflows
Tools Raw CRUD on all Dolibarr objects CRM-focused: pipeline, proposals, invoicing
Extrafields Generic extrafield access MokoCRM extrafield schema awareness
Email None MokoCRM branded email template management
Dictionaries Generic dictionary access Commission rates, meeting times, lead stages

Features

  • CRM Pipeline — manage leads, opportunities, and deal stages with MokoCRM's custom pipeline
  • Proposal Workflow — create, validate, sign proposals with branded email notifications
  • Invoice Lifecycle — generate invoices from proposals, track payments, send overdue reminders
  • Contract Management — service contracts with intervention tracking
  • Extrafield Intelligence — knows MokoCRM's 37 custom extrafields across 12 Dolibarr objects
  • Email Templates — trigger MokoCRM's branded email templates with Dolibarr substitution variables

Setup

npm install
npm run build

Configuration

Copy config.example.json to config.json:

{
  "connections": {
    "default": {
      "url": "https://your-dolibarr.example.com",
      "apiKey": "your-api-key"
    }
  }
}

Development

npm run dev    # Watch mode
npm run build  # Production build
npm run lint   # Lint check

Part of the MokoCRM ecosystem by Moko Consulting

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Description
MCP server for MokoCRM ecosystem — bridges Dolibarr CRM operations, extrafields, email templates, and workflow automation for AI assistants
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