Template
version
mokocrm-mcp
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 |
| 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
Description
MCP server for MokoCRM ecosystem — bridges Dolibarr CRM operations, extrafields, email templates, and workflow automation for AI assistants
385 KiB
Languages
Markdown
67.6%
Shell
19.7%
Makefile
4.2%
JSON
3.5%
XML
2.6%
Other
2.4%