Integrate with EspoCRM for full CRUD operations, advanced search, filtering, pagination, and health monitoring of your c
by Add new capabilities to Claude beyond text generation
Example: Access external data sources, execute code, interact with tools and services
Transform Claude from chatbot to action-taking agent
Provide Claude with access to relevant context and data
Example: Load project documentation, access knowledge bases, query databases
Get more accurate, context-aware responses
Automate multi-step workflows combining AI and external tools
Example: Research → Summarize → Create document → Send notification
Complete complex tasks end-to-end without manual steps
Time estimate: 15-60 minutes depending on server complexity
Prerequisites
Obsidian
Connect Obsidian vaults for natural language queries and secure note updates with seamless Obsidian integration.
Google Calendar
MCP server for Google Calendar — enables Claude to interact with Google Calendar data and workflows.
Zread
Zread MCP Server: Z.AI-powered MCP for Claude Code, Cline and MCP clients — access docs, code & open-source repo knowled
Pulumi Infrastructure as Code
Pulumi Infrastructure as Code enables infra as a code operations, with tools for querying resources and running CLI comm
Chrome DevTools MCP
AI-driven control of live Chrome via Chrome DevTools: browser automation, debugging, performance analysis and network mo
I recommend EspoCRM for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
Strong directory entry: EspoCRM surfaces stars and publisher context so we could sanity-check maintenance before adopting.
We evaluated EspoCRM against two servers with overlapping tools; this profile had the clearer scope statement.
Useful MCP listing: EspoCRM is the kind of server we cite when onboarding engineers to host + tool permissions.
We evaluated EspoCRM against two servers with overlapping tools; this profile had the clearer scope statement.
EspoCRM reduced integration guesswork — categories and install configs on the listing matched the upstream repo.
EspoCRM is among the better-indexed MCP projects we tried; the explainx.ai summary tracks the official description.
EspoCRM is among the better-indexed MCP projects we tried; the explainx.ai summary tracks the official description.
I recommend EspoCRM for teams standardizing on MCP; the explainx.ai page compares cleanly with sibling servers.
EspoCRM has been reliable for tool-calling workflows; the MCP profile page is a good permalink for internal docs.
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Claude Desktop configuration
{
"mcpServers": {
"espocrm": {
"command": "npx",
"args": [
"-y",
"espocrm-mcp@latest"
],
"env": {
"ESPOCRM_URL": "https://your-espocrm-instance.com",
"ESPOCRM_API_KEY": "your-api-key-here",
"ESPOCRM_AUTH_METHOD": "apikey"
}
}
}
}Provides complete CRUD operations for EspoCRM entities like contacts, accounts, opportunities, and meetings with advanced search and filtering. Includes an AI chatbot interface that embeds directly into EspoCRM.
EspoCRM is a community-built MCP server published by zaphod-black that provides AI assistants with tools and capabilities via the Model Context Protocol. Integrate with EspoCRM for full CRUD operations, advanced search, filtering, pagination, and health monitoring of your c It is categorized under productivity, developer tools.
You can install EspoCRM in your AI client of choice. Use the install panel on this page to get one-click setup for Cursor, Claude Desktop, VS Code, and other MCP-compatible clients. This server runs locally on your machine via the stdio transport.
A comprehensive Model Context Protocol (MCP) server for seamless integration with EspoCRM. This server enables AI assistants to interact with your EspoCRM instance through a standardized interface, providing complete CRUD operations for Contacts, Accounts, Opportunities, Meetings, Users, Tasks, Leads, and advanced system management capabilities.
** NEW: AI Chatbot Integration** - Now includes a complete chatbot interface that embeds directly into your EspoCRM, providing natural language access to all 47 MCP tools!
git clone https://github.com/zaphod-black/EspoMCP.git
cd EspoMCP
npm install
cp .env.example .env
# Edit .env with your EspoCRM credentials
npm run build
npm run test:config
cd chatbot-bridge
npm install
cp .env.example .env
# Edit .env with your EspoCRM settings
npm start
# Or with Docker: docker-compose up -d
<script>
window.ESPOCRM_CHAT_SERVER = 'http://your-server:3001';
</script>
<script src="http://your-server:3001/socket.io/socket.io.js"></script>
<script src="http://your-server:3001/api/widget.js"></script>
http://localhost:3001/widget to see the chatbot in action!Create a .env file with your EspoCRM configuration:
# EspoCRM Configuration
ESPOCRM_URL=https://your-espocrm-instance.com
ESPOCRM_API_KEY=your-api-key-here
ESPOCRM_AUTH_METHOD=apikey
# Optional: HMAC Authentication
# ESPOCRM_SECRET_KEY=your-secret-key
# ESPOCRM_AUTH_METHOD=hmac
# Server Configuration (Optional)
MCP_TRANSPORT=stdio
RATE_LIMIT=100
REQUEST_TIMEOUT=30000
LOG_LEVEL=info
| Variable | Description | Required | Default |
|---|---|---|---|
ESPOCRM_URL | Your EspoCRM instance URL | Yes | - |
ESPOCRM_API_KEY | API key for authentication | Yes | - |
ESPOCRM_AUTH_METHOD | Authentication method (apikey or hmac) | Yes | apikey |
ESPOCRM_SECRET_KEY | Secret key for HMAC auth | No | - |
MCP_TRANSPORT | MCP transport method | No | stdio |
RATE_LIMIT | Requests per minute limit | No | 100 |
REQUEST_TIMEOUT | Request timeout in milliseconds | No | 30000 |
LOG_LEVEL | Logging level | No | info |
The MCP server provides 47 comprehensive tools for EspoCRM integration:
create_contact - Create new contacts with full field supportsearch_contacts - Search and filter contacts with date range filteringget_contact - Retrieve specific contact by IDcreate_account - Create new company/organization accountssearch_accounts - Search and filter accounts with date range filteringcreate_opportunity - Create new sales opportunitiessearch_opportunities - Search opportunities with advanced filters including amount rangescreate_meeting - Create meetings with attendee management and calendar integrationsearch_meetings - Search meetings with date ranges, status, and location filtersget_meeting - Retrieve detailed meeting information including attendeesupdate_meeting - Update existing meetings with support for all meeting fieldssearch_users - Search users by username, email, name, type, and statusget_user_by_email - Direct email-based user lookup for calendar sync operationscreate_task - Create tasks with parent entity support (Lead, Account, Contact, Opportunity)search_tasks - Search tasks by assignee, status, priority, parent entity, and due datesget_task - Retrieve detailed task information including relationshipsupdate_task - Update task properties including status, priority, and due dateassign_task - Assign or reassign tasks to specific userscreate_lead - Create new leads with full field support and validationsearch_leads - Search leads by status, source, assignee, and date rangesupdate_lead - Update lead properties and statusconvert_lead - Convert leads to contacts, accounts, and/or opportunitiesassign_lead - Assign or reassign leads to specific usersadd_user_to_team - Add users to teams with optional position assignmentremove_user_from_team - Remove users from teamsassign_role_to_user - Assign roles to users for permissions managementget_user_teams - Get all teams that a user belongs toget_team_members - Get all members of a specific teamsearch_teams - Search teams by name and descriptionget_user_permissions - Get effective permissions for a user based on rolescreate_entity - Create records for any entity type (including custom entities)search_entity - Search any entity type with flexible filters and field selectionupdate_entity - Update any entity record by ID with flexible datadelete_entity - Delete any entity record by IDget_entity - Get specific entity records with optional field selectionlink_entities - Create relationships between any two entity recordsunlink_entities - Remove relationships between entity recordsget_entity_relationships - Get all related records for an entity with relationship detailscreate_call - Create call records with status, direction, and duration trackingsearch_calls - Search calls by status, direction, contact, and date rangescreate_case - Create support cases with priority, type, and account linkingsearch_cases - Search cases by status, priority, type, and assignmentadd_note - Add notes to any entity record for documentation and follow-upsearch_notes - Search notes by parent entity, author, and date rangescreate_document - Create document records with file attachments and metadatahealth_check - Verify server and EspoCRM connectivity across all entitiesAll search tools now support advanced filtering options:
createdFrom / createdTo - Filter by creation date rangemodifiedFrom / modifiedTo - Filter by modification date rangedateFrom / dateTo - Filter meetings by date rangestatus - Filter by meeting status (Planned, Held, Not Held)location - Filter by meeting locationassignedUserName - Filter by assigned useruserName - Search by usernameemailAddress - Search by email addressfirstName / lastName - Search by name componentsisActive - Filter by active statustype - Filter by user type (admin, regular, portal, api)// Create a task assigned to a user with parent relationship
await client.callTool('create_task', {
name: 'Follow up on lead discussion',
assignedUserId: 'user123',
par
---
Steps
Troubleshooting
✓ Do
✗ Don't
💡 Pro Tips
Architecture
Model Context Protocol standardizes how AI hosts (Claude, Cursor) communicate with external tools and data sources through server implementations.
Protocols
Compatibility
✓ Use when
Use when you need Claude to access external data, execute actions, or integrate with tools. Best for extending AI capabilities beyond conversation.
✗ Avoid when
Avoid when native integrations exist (use official APIs directly), for real-time critical systems, or when security/compliance requires zero external dependencies.