Nextcrm

NextCRM MCP Server Skill

Use the NextCRM MCP server to read and write CRM data. This skill documents all available tools and how to use them.

Connection Setup

The server supports two MCP transports. Pick one — most modern clients (Claude Code, Cursor) work with either.

Option A — Streamable HTTP (recommended)

Single POST endpoint. Simpler, the current MCP spec default.

{
  "mcpServers": {
    "nextcrm": {
      "type": "http",
      "url": "https://YOUR_NEXTCRM_URL/api/mcp/mcp",
      "headers": { "Authorization": "Bearer YOUR_API_TOKEN" }
    }
  }
}

Option B — SSE (legacy, for older clients)

Two endpoints: a GET SSE stream and a POST message channel. The client opens /api/mcp/sse, the server announces the matching /api/mcp/message?sessionId=… endpoint over the stream, and the client POSTs JSON-RPC there.

{
  "mcpServers": {
    "nextcrm": {
      "type": "sse",
      "url": "https://YOUR_NEXTCRM_URL/api/mcp/sse",
      "headers": { "Authorization": "Bearer YOUR_API_TOKEN" }
    }
  }
}

You only configure the /sse URL — the client discovers the message endpoint automatically.

Notes

• Replace YOUR_NEXTCRM_URL with your NextCRM instance URL (e.g. http://localhost:3000 for local dev)
• Replace YOUR_API_TOKEN with a token generated from Profile > Developer > API Tokens
• Token prefix: nxtc__
• Some clients omit the type field and infer the transport from the URL — both forms above include it explicitly for clarity

Authentication

All tools require a valid Bearer token. Tokens are generated from the Developer tab in your profile settings. Each token is SHA-256 hashed — the raw value is shown only once at creation.

Available Tools

Accounts (6 tools)

• crm_list_accounts — List CRM accounts assigned to the authenticated user
• crm_get_account — Get a single CRM account by ID
• crm_search_accounts — Search accounts by name or website (substring match)
• crm_create_account — Create a new CRM account
• crm_update_account — Update an existing CRM account by ID (accepts assigned_to to reassign the owner)
• crm_delete_account — Soft-delete a CRM account by ID (sets deletedAt timestamp)

Contacts (6 tools)

• crm_list_contacts — List CRM contacts assigned to the authenticated user
• crm_get_contact — Get a single CRM contact by ID
• crm_search_contacts — Search contacts by name, email, or phone (substring match)
• crm_create_contact — Create a new CRM contact
• crm_update_contact — Update an existing CRM contact by ID (accepts assigned_to to reassign, account to link/unlink a parent account)
• crm_delete_contact — Soft-delete a CRM contact by ID (sets deletedAt timestamp)

Leads (6 tools)

• crm_list_leads — List CRM leads assigned to the authenticated user
• crm_get_lead — Get a single CRM lead by ID
• crm_search_leads — Search leads by name, company, or email (substring match)
• crm_create_lead — Create a new CRM lead
• crm_update_lead — Update an existing CRM lead by ID (accepts assigned_to to reassign the owner)
• crm_delete_lead — Soft-delete a CRM lead by ID (sets deletedAt timestamp)

Opportunities (6 tools)

• crm_list_opportunities — List CRM opportunities assigned to the authenticated user
• crm_get_opportunity — Get a single CRM opportunity by ID
• crm_search_opportunities — Search opportunities by name or description (substring match)
• crm_create_opportunity — Create a new CRM opportunity
• crm_update_opportunity — Update an existing CRM opportunity by ID (accepts assigned_to to reassign, account/contact to link/unlink)
• crm_delete_opportunity — Soft-delete a CRM opportunity by ID

Targets (6 tools)

• crm_list_targets — List CRM targets created by the authenticated user
• crm_get_target — Get a single CRM target by ID
• crm_search_targets — Search targets by name, email, or company (substring match)
• crm_create_target — Create a new CRM target
• crm_update_target — Update an existing CRM target by ID
• crm_delete_target — Soft-delete a CRM target by ID (sets deletedAt timestamp)

Products (5 tools)

Writes (create/update/delete) require a manager or admin role; reads are open to all roles.

• crm_list_products — List CRM products (org-wide catalog)
• crm_get_product — Get a single CRM product by ID
• crm_create_product — Create a new CRM product
• crm_update_product — Update an existing CRM product by ID
• crm_delete_product — Soft-delete a CRM product (sets deletedAt timestamp)

Contracts (5 tools)

• crm_list_contracts — List CRM contracts (org-wide)
• crm_get_contract — Get a single CRM contract by ID with line items
• crm_create_contract — Create a new CRM contract with optional line items
• crm_update_contract — Update an existing CRM contract by ID (does not modify line items)
• crm_delete_contract — Soft-delete a CRM contract (sets deletedAt timestamp)

Activities (5 tools)

• crm_list_activities — List CRM activities created by the authenticated user, optionally filtered by linked entity
• crm_get_activity — Get a single CRM activity by ID with entity links
• crm_create_activity — Create a CRM activity (call/meeting/note/email) and link to entities
• crm_update_activity — Update an existing CRM activity by ID
• crm_delete_activity — Soft-delete a CRM activity by ID (sets deletedAt timestamp)

Documents (8 tools)

• crm_list_documents — List documents, optionally filtered by linked entity type and ID
• crm_get_document — Get a single document by ID
• crm_create_document — Create a document record and get a presigned upload URL
• crm_get_upload_url — Get a presigned upload URL for an existing document
• crm_get_download_url — Get a presigned download URL for a document
• crm_link_document — Link a document to an entity (account, contact, lead, opportunity, or task)
• crm_unlink_document — Remove a document link from an entity
• crm_delete_document — Soft-delete a document (sets status to DELETED)

Target Lists (7 tools)

• crm_list_target_lists — List target lists (org-wide)
• crm_get_target_list — Get a target list by ID with its members
• crm_create_target_list — Create a new target list
• crm_update_target_list — Update a target list by ID
• crm_delete_target_list — Soft-delete a target list (sets deletedAt timestamp)
• crm_add_to_target_list — Add one or more targets to a target list
• crm_remove_from_target_list — Remove one or more targets from a target list

Enrichment (4 tools)

• crm_enrich_contact — Enrich a single contact using Firecrawl + AI (requires API keys configured)
• crm_enrich_contact_bulk — Enrich multiple contacts in bulk (max 100, dispatches async jobs)
• crm_enrich_target — Enrich a single target using Firecrawl + AI (requires API keys configured)
• crm_enrich_target_bulk — Enrich multiple targets in bulk (max 100, dispatches async jobs)

Email Accounts (1 tool)

• crm_list_email_accounts — List the authenticated user's connected email accounts

Users (1 tool)

• crm_list_users — List NextCRM users to resolve a person to the user ID that assigned_to needs. Returns active users by default; managers and admins additionally see email, role, status, and last login