frappe-crm-mcp 0.0.4

MCP server for Frappe CRM - interact with your CRM through AI assistants

Frappe CRM MCP Server

Connect your AI tools to Frappe CRM using the Model Context Protocol.

Once connected, your AI assistants can interact with your CRM data:

• "Show me all open deals"
• "Create a lead for John at Acme Corp"
• "What's happening with the Tesla deal?"
• "Add a note to the Stripe deal about our call today"

Prerequisites

1. A Frappe CRM instance (cloud or self-hosted)
2. API credentials (see Generate API Keys)
3. Python 3.11+ and uv (for local installation)

Installation

Claude Code

claude mcp add frappe-crm \
  -e FRAPPE_URL=https://your-site.frappe.cloud \
  -e FRAPPE_API_KEY=your_api_key \
  -e FRAPPE_API_SECRET=your_api_secret \
  -- uvx frappe-crm-mcp

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "frappe-crm": {
      "command": "uvx",
      "args": ["frappe-crm-mcp"],
      "env": {
        "FRAPPE_URL": "https://your-site.frappe.cloud",
        "FRAPPE_API_KEY": "your_api_key",
        "FRAPPE_API_SECRET": "your_api_secret"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json in your project:

{
  "mcpServers": {
    "frappe-crm": {
      "command": "uvx",
      "args": ["frappe-crm-mcp"],
      "env": {
        "FRAPPE_URL": "https://your-site.frappe.cloud",
        "FRAPPE_API_KEY": "your_api_key",
        "FRAPPE_API_SECRET": "your_api_secret"
      }
    }
  }
}

Windsurf

Add to your Windsurf MCP config:

{
  "mcpServers": {
    "frappe-crm": {
      "command": "uvx",
      "args": ["frappe-crm-mcp"],
      "env": {
        "FRAPPE_URL": "https://your-site.frappe.cloud",
        "FRAPPE_API_KEY": "your_api_key",
        "FRAPPE_API_SECRET": "your_api_secret"
      }
    }
  }
}

Generate API Keys

1. Log into your Frappe CRM instance
2. Go to User → your user → API Access
3. Click Generate Keys
4. Copy the API Key and API Secret (secret is only shown once)

Available Tools

Tool	Description
deals_list	List deals with optional filters
deals_get	Get a single deal by ID
deals_create	Create a new deal
deals_update	Update deal fields
deals_get_contacts	Get contacts linked to a deal
deals_add_contact	Link a contact to a deal
deals_remove_contact	Unlink a contact from a deal
deals_set_primary_contact	Set a deal's primary contact
leads_list	List leads with optional filters
leads_get	Get a single lead by ID
leads_update	Update lead fields
leads_convert	Convert a lead to a deal
contacts_search	Search contacts by name or email
contacts_get	Get a single contact by ID
contacts_create	Create a new contact
contacts_update	Update contact fields
contacts_get_deals	Get deals linked to a contact
organizations_list	List organizations
organizations_get	Get a single organization by ID
organizations_create	Create a new organization
organizations_update	Update organization fields
notes_list	List notes on a deal or lead
notes_add	Add a note to a deal or lead
tasks_list	List tasks with optional filters
tasks_get	Get a single task by ID
tasks_add	Create a new task
tasks_update	Update task fields
activities_get	Get activity timeline for a deal or lead
deal_statuses_list	List all deal pipeline statuses
deal_statuses_create	Create a new deal status
deal_statuses_update	Update a deal status
lead_statuses_list	List all lead pipeline statuses
lead_statuses_create	Create a new lead status
lead_statuses_update	Update a lead status

Development

git clone https://github.com/joehaddad2000/frappe-crm-mcp.git
cd frappe-crm-mcp
uv sync

# Run with environment variables
FRAPPE_URL=... FRAPPE_API_KEY=... FRAPPE_API_SECRET=... uv run frappe-crm-mcp

License

MIT