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NextCRM MCP Server

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Open-source CRM MCP server with 127 tools across 15 modules for AI agent access.
GitHub source repository ↗
★ 684 Stars Category · Other Very popular Source revision b46b563b61c9
35FMRS · D
Reliability
8/20
Security and permissions
8/20
Maintenance
7/20
Documentation
6/20
Setup experience
6/20

The NextCRM MCP server offers comprehensive CRM data access for AI agents, with rich feature coverage and support for multiple transports. It includes detailed configuration instructions and is open-source, though it remains self-hosted and not officially endorsed. Overall, it is a valuable tool for teams using NextCRM who want to leverage AI automation.

Read the FMRS scoring method →

NextCRM MCP server is a built-in Model Context Protocol (MCP) server of the NextCRM open-source CRM, enabling AI agents (Claude, Cursor, custom agents) to read and write CRM data directly. It provides 127 tools across 15 modules including Accounts, Contacts, Leads, Opportunities, Targets, Products, Contracts, Activities, Documents, Target Lists, Enrichment, Email Accounts, Campaigns, Projects, and Reports. The server supports both streamable HTTP (recommended) and legacy SSE transports, with Bearer token authentication. Tokens are generated from the profile page and stored SHA-256 hashed.

Tools

list_accounts
List account records
get_account
Get a single account
search_accounts
Search account records
create_account
Create an account
update_account
Update an account
delete_account
Delete an account
list_contacts
List contact records
get_contact
Get a single contact
search_contacts
Search contact records
create_contact
Create a contact
update_contact
Update a contact
delete_contact
Delete a contact
list_leads
List lead records
get_lead
Get a single lead
search_leads
Search lead records
create_lead
Create a lead
update_lead
Update a lead
delete_lead
Delete a lead
list_opportunities
List opportunity records
get_opportunity
Get a single opportunity
search_opportunities
Search opportunity records
create_opportunity
Create an opportunity
update_opportunity
Update an opportunity
delete_opportunity
Delete an opportunity
list_targets
List target records
get_target
Get a single target
search_targets
Search target records
create_target
Create a target
update_target
Update a target
delete_target
Delete a target
list_products
List products
get_product
Get a single product
create_product
Create a product
update_product
Update a product
delete_product
Delete a product
list_contracts
List contracts
get_contract
Get a single contract
create_contract
Create a contract
update_contract
Update a contract
delete_contract
Delete a contract
list_activities
List activities
get_activity
Get a single activity
create_activity
Create an activity
update_activity
Update an activity
delete_activity
Delete an activity
list_documents
List documents
get_document
Get document details
create_document
Create a document
upload_document
Upload a document
download_document
Download a document
link_document
Link a document to an entity
unlink_document
Unlink a document from an entity
delete_document
Delete a document
list_target_lists
List target lists
get_target_list
Get target list details
create_target_list
Create a target list
update_target_list
Update a target list
delete_target_list
Delete a target list
add_members
Add members to a target list
remove_members
Remove members from a target list
enrich_contact
Enrich contact data using AI
enrich_target
Enrich target data using AI
bulk_enrich_contacts
Bulk enrich contacts
bulk_enrich_targets
Bulk enrich targets
list_email_accounts
List email accounts
campaign_crud
Perform CRUD operations on campaigns
send_campaign
Send a campaign
pause_campaign
Pause a campaign
resume_campaign
Resume a campaign
campaign_templates
Manage campaign templates
campaign_steps
Manage campaign steps
campaign_stats
Get campaign statistics
project_boards
Manage project boards
project_sections
Manage project sections
project_tasks
Manage project tasks
project_comments
Manage project comments
project_documents
Manage project documents
project_watch
Watch or unwatch a project
list_reports
List available reports
run_report
Run a report

Setup

Deploy the NextCRM instance first (see README for installation or Docker Compose). After logging in, generate a Bearer token (format: nxtc_...) from your profile page's developer tab. Then add the JSON configuration to your MCP client (see install_config). Ensure to replace the URL with your actual NextCRM domain.

claude_desktop_config.json
{
  "mcpServers": {
    "nextcrm": {
      "type": "http",
      "url": "https://your-nextcrm.com/api/mcp/mcp",
      "headers": {
        "Authorization": "Bearer nxtc__your_token_here"
      }
    }
  }
}

Fit and risk

Best for

  • Developers and teams using NextCRM who want AI agents to access their CRM data directly
  • Users who want to combine their CRM operations with AI tools like Claude Code or Cursor
  • Organizations seeking to automate CRM data enrichment and campaign management

Not for

  • Users not using NextCRM as their underlying CRM system
  • Teams without the technical capacity to deploy and maintain a NextCRM instance
  • Users requiring a fully production-grade MCP server backed by a dedicated vendor

Required permissions

  • The MCP server uses Bearer token authentication; you need to generate a token of the form nxtc__...
  • Tokens are generated from the profile page and stored SHA-256 hashed; the raw value is shown only once
  • AI agents can perform read and write operations, including creating, updating, and deleting CRM records

Risks and side effects

  • API keys (e.g., OpenAI, Anthropic) could be misused if not managed carefully; a 3-tier priority system with encrypted storage is recommended
  • Granting AI agents write access via the MCP server could lead to unintended data modifications; use with caution
  • Bearer tokens, if leaked, pose a security risk; store them securely.
  • Dependency on third-party services (E2B, Resend, Inngest) that may become unavailable or incur costs

Troubleshooting

  1. Ensure the NextCRM app is correctly deployed and running.
  2. Check the MCP client configuration for a correct URL (/api/mcp/mcp or /api/mcp/sse).
  3. Verify the Bearer token is valid and not expired.
  4. Ensure environment variables (e.g., OPENAI_API_KEY) are set, as some features rely on AI integrations.
  5. Check NextCRM logs and monitoring (e.g., Inngest) for background job errors

Use cases

Enable AI agents to manage accounts, contacts, and opportunities automatically
Query and update CRM data through natural language
Automate sales target enrichment and campaign management
Integrate with custom AI workflows for reporting and project collaboration

Supported clients

Claude DesktopFull support
CursorFull support