🚀 FluentCRM MCP Server

MCP Server for FluentCRM - manage your entire marketing automation directly from Cursor!

---

📋 Table of Contents

• What is MCP Server?
• Requirements
• Installation
• Configuration
• Usage
• Available Tools
• Examples
• Troubleshooting

---

What is MCP Server?

MCP (Model Context Protocol) is a new standard from Anthropic that allows AI models (including Claude in Cursor) to connect to external systems.

This MCP Server allows you to:

✅ Manage tags - create, delete, assign to contacts
✅ Edit lists - create lists, add/remove contacts
✅ Create campaigns - send emails to user segments
✅ Automations - manage funnels (automations)
✅ Webhooks - configure webhooks to FluentCRM
✅ Reports - fetch statistics and metrics
✅ Smart Links - manage smart links (when API becomes available)

Everything directly from Cursor, in conversation with Claude!

---

Requirements

• ✅ Node.js 18+
• ✅ npm or yarn
• ✅ Access to FluentCRM API (your WordPress domain)
• ✅ Cursor with MCP support
• ✅ API Key from FluentCRM (generate in Settings → Rest API)

---

Installation

Step 1: Clone repository or copy files

cd /path/to/your/fluentcrm-mcp-server

Step 2: Install dependencies

npm install

Step 3: Build TypeScript

npm run build

You should see:

✅ dist/fluentcrm-mcp-server.js (compiled)

Step 4: Test connection

export FLUENTCRM_API_USERNAME="your_username"
export FLUENTCRM_API_PASSWORD="your_password"
npm start

You should see:

🚀 FluentCRM MCP Server running on stdio
📡 API URL: https://your-domain.com/wp-json/fluent-crm/v2
👤 Username: your_username

Press CTRL+C to stop.

---

Configuration

1. Get API Credentials from FluentCRM

Step by step:

1. Log in to WordPress: https://your-domain.com/wp-admin

2. Go to: FluentCRM → Settings → Managers

3. Click Add New Manager

4. Enter:

   • Name: MCP Server (or something else)
   • Role: Subscriber (sufficient)
   • Permissions: Check all FluentCRM permissions

5. Click Save Manager

6. Go to: FluentCRM → Settings → Rest API

7. Click Create New Key

8. Select the manager you just created

9. Click Confirm

10. Copy:

    • Username (API_USERNAME)
    • Application Password (API_PASSWORD)

2. Set environment variables

Option A: Edit .env file

# .env
FLUENTCRM_API_USERNAME=your_api_username
FLUENTCRM_API_PASSWORD=your_api_password
FLUENTCRM_API_URL=https://your-domain.com/wp-json/fluent-crm/v2

Option B: Export from terminal

export FLUENTCRM_API_USERNAME="your_api_username"
export FLUENTCRM_API_PASSWORD="your_api_password"

3. Cursor Configuration (MCP)

1. Open Cursor
2. Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux)
3. Search for: "MCP settings" or "Preferences: Open MCP Settings"
4. Edit configuration file:

{
  "mcpServers": {
    "fluentcrm": {
      "command": "node",
      "args": [
        "/path/to/your/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"
      ],
      "env": {
        "FLUENTCRM_API_USERNAME": "your_api_username",
        "FLUENTCRM_API_PASSWORD": "your_api_password",
        "FLUENTCRM_API_URL": "https://your-domain.com/wp-json/fluent-crm/v2"
      }
    }
  }
}

5. Save and restart Cursor

---

Usage

After configuration, open chat in Cursor and start asking questions!

Simple questions:

Show me all tags in FluentCRM

Claude will automatically use the MCP Server and return a list of tags.

---

Available Tools

👤 CONTACTS (Subscribers)

• fluentcrm_list_contacts - Get list of contacts
• fluentcrm_get_contact - Get contact details
• fluentcrm_find_contact_by_email - Search by email
• fluentcrm_create_contact - Create new contact
• fluentcrm_update_contact - Update contact
• fluentcrm_delete_contact - Delete contact

🏷️ TAGS

• fluentcrm_list_tags - Get all tags
• fluentcrm_create_tag - Create new tag
• fluentcrm_delete_tag - Delete tag
• fluentcrm_attach_tag_to_contact - Assign tag to contact
• fluentcrm_detach_tag_from_contact - Remove tag from contact

📋 LISTS

• fluentcrm_list_lists - Get all lists
• fluentcrm_create_list - Create new list
• fluentcrm_delete_list - Delete list
• fluentcrm_attach_contact_to_list - Add contact to list
• fluentcrm_detach_contact_from_list - Remove contact from list

📧 CAMPAIGNS

• fluentcrm_list_campaigns - Get campaigns
• fluentcrm_create_campaign - Create campaign
• fluentcrm_pause_campaign - Pause campaign
• fluentcrm_resume_campaign - Resume campaign
• fluentcrm_delete_campaign - Delete campaign

📨 EMAIL TEMPLATES

• fluentcrm_list_email_templates - Get templates
• fluentcrm_create_email_template - Create template

🤖 AUTOMATIONS

• fluentcrm_list_automations - Get automations (funnels)
• fluentcrm_create_automation - Create automation

🔗 WEBHOOKS

• fluentcrm_list_webhooks - Get webhooks
• fluentcrm_create_webhook - Create webhook

📊 REPORTS

• fluentcrm_dashboard_stats - Dashboard statistics
• fluentcrm_custom_fields - Custom fields

---

Examples

Example 1: Show all tags

In Cursor:

Show me all tags in FluentCRM

Claude will return:

✅ Fetching tags from FluentCRM...

Found the following tags:
1. registered (ID: 1)
2. webinar-jit (ID: 2)
3. progress-75 (ID: 3)
4. participated (ID: 4)
... and 47 more

Example 2: Create new tag

In Cursor:

Create tag "hot-lead" with description "People who watched 75%+ and are interested"

Claude automatically:

1. Uses fluentcrm_create_tag tool
2. Returns confirmation

Example 3: Assign tag to contact

In Cursor:

Assign tag "progress-75" to contact with email "jan@example.com"

Claude:

1. Finds contact by email
2. Assigns tag
3. Returns confirmation

Example 4: Create list

In Cursor:

Create new list "Hot-leads" with description "Participants who watched 75%+ of webinar"

Claude creates the list

Example 5: Add contact to list

In Cursor:

Add all contacts with tag "progress-75" to list "Hot-leads"

---

Troubleshooting

❌ Error: "Authorization failed"

Cause: Wrong API Username or Password

Solution:

1. Go to FluentCRM → Settings → Rest API
2. Check if API Key is active
3. Copy credentials again
4. Update .env file

❌ Error: "Connection refused"

Cause: FluentCRM API unavailable

Solution:

1. Check if your WordPress domain is accessible
2. Ping: ping your-domain.com
3. Check if WordPress is running

❌ MCP Server won't start

Cause: Missing dependencies

Solution:

npm install
npm run build

❌ Cursor can't see MCP Server

Cause: Wrong file path or missing API credentials

Solution:

1. Check path in MCP configuration (~/.cursor/settings.json)
2. Check if file dist/fluentcrm-mcp-server.js exists
3. Restart Cursor
4. Check logs: cat ~/.cursor/logs.txt

---

API Reference

FluentCRM API Documentation: https://rest-api.fluentcrm.com/#introduction

---

Security

⚠️ IMPORTANT:

• ❌ NEVER commit .env with real credentials to git
• ❌ NEVER share API keys publicly
• ✅ Use environment variables instead of hardcoding
• ✅ Regularly rotate API keys

---

Update

To update MCP Server:

cd fluentcrm-mcp-server
git pull  # or download latest version manually
npm install
npm run build

Restart Cursor.

---

Support

If you encounter problems:

1. Check the Troubleshooting section
2. Check FluentCRM logs: FluentCRM → Logs
3. Check Cursor logs: ~/.cursor/logs.txt
4. Contact support

---

License

MIT

---

Author

Miłosz Zając
🌐 www.netfly.pl

Date: 2025-01-20
Version: 1.0.0

---

Made with ❤️ by Miłosz Zając