datacrazy-mcp

datacrazy-mcp

A multi-tenant MCP server that exposes DataCrazy CRM REST API as 63 auto-generated tools, allowing AI assistants to query leads, conversations, pipelines, and more through natural language.

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README

datacrazy-mcp

A local, multi-tenant MCP server for the DataCrazy CRM.

It exposes the DataCrazy REST API to AI assistants (Claude Code, Claude Desktop, or any MCP client) as 63 auto-generated tools — so you can just ask about your leads, conversations, pipelines, response times, and deals in natural language, and the assistant reads the data directly from your CRM.

It talks straight to the DataCrazy REST API (api.g1.datacrazy.io) — no middleware, no third-party proxy. Tools are generated at startup from openapi.json, so the server stays in sync with the API surface.

Not affiliated with DataCrazy. Community project. You bring your own API key.


Features

  • 63 tools covering leads, conversations, businesses (deals), pipelines & stages, tags, products, lists, attendants, activities, and more — generated from the OpenAPI spec.
  • Multi-tenant: one server serves many clients/accounts. Drop a .env.<client> file and it's picked up automatically — no config change. Every tool takes a required client argument.
  • Zero secrets in the repo. Keys live only in local .env.<client> files, which are git-ignored. You share keys out-of-band, never through the repo.
  • Cross-platform: pure Node.js (macOS, Linux, Windows). No native deps.
  • Handles the API's quirks for you (bracket-notation query params, pagination, etc.).

Requirements

  • Node.js 18 or newer (20 LTS recommended). Check with node -v.
  • git (to clone the repo).
  • A DataCrazy API key for each account you want to query (see Get your API key).
  • An MCP client — e.g. Claude Code or Claude Desktop.

Quick start

Receiving this repo from someone (e.g. your agency)? The fastest path: clone it, then open Claude Code inside the folder and say "install this MCP server following the README". Claude will run the steps below for you. You only need to paste your API key when asked.

Manual steps:

# 1. Clone
git clone https://github.com/hiperbold/datacrazy-mcp.git
cd datacrazy-mcp

# 2. Install dependencies
npm install

# 3. Create your client env file from the template and paste your key
cp .env.example .env.acme          # macOS/Linux  (Windows: copy .env.example .env.acme)
#   → open .env.acme and set  API_KEY=dc_...   (the key you were given)

# 4. Verify it can reach your CRM
node smoke-test.js acme            # expect: status 200 ✅ OK

Then register it in your MCP client and restart.


Get your API key

In DataCrazy: Configurações → API / Integrações → gerar chave. The key starts with dc_.

⚠️ This key grants full access to that account's CRM. Treat it like a password. Store it only in your local .env.<client> file. Never paste it into the repo, a chat, a screenshot, or a commit. If a key leaks, revoke it in DataCrazy and generate a new one.


Configure a client

Each account = one file named .env.<client> (lowercase, no spaces). The suffix becomes the client value you pass to the tools.

# .env.acme
API_KEY=dc_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx

Add as many as you like (.env.acme, .env.contoso, …). The server discovers them all at startup. All .env.* files are git-ignored except .env.example.


Register in Claude Code

Option A — CLI (recommended). From the repo folder:

# macOS / Linux
claude mcp add datacrazy -s user -- node "$(pwd)/src/index.js"

# Windows (PowerShell)
claude mcp add datacrazy -s user -- node "$PWD\src\index.js"

-s user makes it available in every project. Restart Claude Code afterward.

Option B — edit the config file manually. Add this under mcpServers (use an absolute path to src/index.js):

{
  "mcpServers": {
    "datacrazy": {
      "command": "node",
      "args": ["/absolute/path/to/datacrazy-mcp/src/index.js"]
    }
  }
}

Config locations:

  • Claude Code: ~/.claude.json (user scope), or a project-level .mcp.json.
  • Claude Desktop: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) · %APPDATA%\Claude\claude_desktop_config.json (Windows).

Verify end-to-end (optional):

node test-mcp.js acme

Use it

Every tool takes a required client argument naming which account to query — so you can never hit the wrong CRM by accident. In Claude you just mention the client and it fills it in:

  • "How many leads did acme get in the last 7 days?"
  • "List acme leads that haven't been answered yet."
  • "What's the response time on acme's conversations this week?"
  • "Show acme's pipelines and how many deals are in each stage."

Under the hood Claude calls tools like leads_list({ client: "acme", ... }), conversations_list({ client: "acme" }), pipelines_stages_list({ client: "acme", id }).

Pin a single client (optional). To lock a server to one account (the client argument disappears), register it with --client:

claude mcp add datacrazy-acme -s user -- node "$(pwd)/src/index.js" --client acme

Tool naming

Names are derived from HTTP method + path:

Tool REST
leads_list GET /api/v1/leads
leads_get GET /api/v1/leads/{id}
leads_create / leads_update POST / PATCH /api/v1/leads
conversations_list / conversations_messages_list GET /api/v1/conversations…
conversations_send_message POST /api/v1/conversations/{id}/messages
businesses_move / businesses_win / businesses_lose POST /api/v1/businesses/actions/*
pipelines_stages_list GET /api/v1/pipelines/{id}/stages

Run node smoke-test.js <client> to print connectivity, or node test-mcp.js <client> to list all generated tools over the MCP protocol.


Example scripts

The examples/ folder shows how to use the same REST layer directly (handy for reports/cron):

node examples/leads-response-status.js acme 15    # leads + response status, last 15 days

Security

  • Keys never touch the repo. .gitignore excludes every .env.* except .env.example.
  • Share keys out-of-band (a password manager, a vault, an encrypted message) — not via git, email, or chat history.
  • Least privilege: give each person only the key(s) for the account(s) they should see.
  • A DataCrazy key = full CRM access for that account. Revoke + rotate in DataCrazy if exposed.
  • Write tools exist (*_create, *_update, businesses_move/win/lose, conversations_send_message). If you want read-only usage, simply don't invoke those — or run a pinned server and instruct the assistant accordingly.

Troubleshooting

  • 401 Unauthorized in the MCP tools but smoke-test.js works. The MCP server process reads the key once at startup. If you renewed the key, restart your MCP client so it reloads.
  • 401 everywhere (including smoke-test). The key is wrong, expired, or revoked. Generate a new one in DataCrazy → Configurações → API/Integrações and update .env.<client>.
  • Rate limiting on large sweeps. The messages endpoint (/conversations/{id}/messages) will throttle if you fetch hundreds quickly. Add a small delay (~250–400 ms) and retry with backoff; cache per conversation and re-run to fill gaps.
  • Tool says client is required. In multi-tenant mode every call must name the client. Either pass it or register a pinned server with --client <name>.

API quirks (for contributors)

  • Object/array query params use bracket notation, not JSON — e.g. filter[createdAtGreaterOrEqual]=…. Sending a JSON string returns 400 "nested property filter must be either object or array". Handled in src/qs.js.
  • /leads returns { data: [...] } with no total → paginate with skip/take until a page has fewer than take rows. (/conversations and /businesses do include a count.)
  • Date filters live inside filter (ISO 8601). Business filters also support startDate/endDate, lastMovedAfter/Before, status (won/in_process/lost).

Project structure

datacrazy-mcp/
├── src/
│   ├── index.js        # MCP stdio server (multi-tenant; injects the `client` arg)
│   ├── env.js          # discovers & loads .env.<client> files
│   ├── generator.js    # openapi.json -> tool definitions + call metadata
│   └── qs.js           # bracket-notation query serializer
├── examples/
│   └── leads-response-status.js
├── openapi.json        # DataCrazy REST spec (source of truth for the tools)
├── smoke-test.js       # tool generation + live connectivity check
├── test-mcp.js         # end-to-end MCP protocol test
├── .env.example        # credentials template (copy to .env.<client>)
├── .gitignore          # ignores node_modules and all real .env.* files
├── package.json
└── LICENSE

How to add support for a new API version

Replace openapi.json with the newer DataCrazy spec and restart — tools regenerate automatically.

License

MIT © Hiperbold. Not affiliated with or endorsed by DataCrazy.

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