nimble-crm-mcp 0.1.0

MCP server for the Nimble CRM API — manage contacts, deals, notes, tasks, and tags.

nimble-crm-mcp

MCP server for the Nimble CRM API — manage contacts, deals, notes, tasks, and tags from Claude Code or any MCP client.

Installation

pip install nimble-crm-mcp

Or install from source:

git clone https://github.com/cphoskins/nimble-crm-mcp.git
cd nimble-crm-mcp
pip install -e .

Configuration

Get your Nimble API Key

1. Log in to Nimble
2. Go to Settings > API Tokens (or visit the API Access guide)
3. Generate an API key

Claude Code

Add to your Claude Code MCP settings (~/.claude/settings.json or project .claude/settings.json):

{
  "mcpServers": {
    "nimble-crm": {
      "command": "nimble-crm-mcp",
      "env": {
        "NIMBLE_API_KEY": "your-api-key-here"
      }
    }
  }
}

Generic MCP Client

{
  "mcpServers": {
    "nimble-crm": {
      "command": "python",
      "args": ["-m", "nimble_crm_mcp.server"],
      "env": {
        "NIMBLE_API_KEY": "your-api-key-here"
      }
    }
  }
}

Available Tools

Contacts

• list_contacts — List contacts with optional keyword search and record type filter
• search_contacts — Advanced search with field-level operators (is, contains, range, etc.)
• get_contact — Get a single contact by ID with all fields and tags
• create_contact — Create a person or company contact with name, email, phone, tags
• update_contact — Update contact fields (merge or replace mode)
• delete_contacts — Delete one or more contacts by ID

Notes

• list_notes — List notes for a specific contact
• get_note — Get a single note by ID
• create_note — Create a note attached to one or more contacts
• update_note — Update an existing note
• delete_note — Delete a note

Tags

• replace_tags — Replace all tags on a contact (full replace, not additive)

Tasks

• create_task — Create a task with subject, notes, due date, and related contacts

Deals

• list_deals — List all deals with pagination
• create_deal — Create a deal with name, amount, stage, probability, etc.
• update_deal — Update deal fields
• delete_deal — Delete a deal

Metadata

• list_contact_fields — List all contact field metadata (tabs, groups, fields, types)

Account

• get_myself — Get current authenticated user info

Development

# Clone and install
git clone https://github.com/cphoskins/nimble-crm-mcp.git
cd nimble-crm-mcp
pip install -e .

# Run tests (no credentials needed — all mocked)
pytest tests/ -v

# Run the server locally
NIMBLE_API_KEY=your-key nimble-crm-mcp

License

MIT