mcp-creatio

mcp-creatio

MCP server for Creatio CRM that enables AI assistants to read, create, update, delete records, execute business processes, and manage settings via OData and REST APIs.

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README

MCP Creatio Server

npm version Docker pulls License

Model Context Protocol (MCP) server for Creatio (https://www.creatio.com/) to connect Claude Desktop, ChatGPT, GitHub Copilot, and other AI tools to Creatio data.

Also discoverable as:

  • Creatio MCP server
  • MCP server for Creatio CRM
  • Model Context Protocol for Creatio

Overview

  • Exposes Creatio data as MCP tools for MCP-compatible clients (Claude Desktop, ChatGPT Connectors, GitHub Copilot)
  • Supports reading, creating, updating, deleting records and inspecting schema
  • Execute Creatio business processes with parameters
  • Uses Creatio OData v4 API under the hood

Features

  • CRUD operations: read, create, update, delete Creatio records
  • Schema discovery: list entity sets and inspect entity schemas
  • Business processes: run Creatio workflows with parameters
  • System settings: read, write, and manage system setting metadata
  • Feature toggles: manage Feature / AdminUnitFeatureState and refresh the feature cache. ⚠️ Only DB-backed features are reachable — features defined exclusively in web.config or other non-DB providers are invisible to MCP.
  • System operations: manage SysAdminOperation and per-user/role grants (Creatio blocks these tables for OData modifications, so dedicated tools are provided)
  • Custom services: invoke any configuration-package REST service (/0/rest/<service>/<method>) when no dedicated tool fits
  • AI assistant compatibility: Claude Desktop, ChatGPT Connectors, GitHub Copilot
  • Three authentication modes: Legacy login/password, OAuth2 client credentials, OAuth2 authorization code
  • Built-in OAuth server: Automatic MCP client authentication
  • Docker ready: Multi-arch images available

Run Modes

This project supports two runtime modes:

1. CLI Mode (stdio)

Use this mode for MCP clients that launch a command directly (VS Code MCP, Claude Desktop, etc.).

  • No HTTP endpoint needed
  • Easiest local setup
  • Supports Legacy auth and OAuth2 Client Credentials
  • OAuth2 Authorization Code is not supported in stdio mode

Run directly from npm:

npx -y mcp-creatio@latest \
  --base-url https://your-creatio.com \
  --login your_login \
  --password your_password

stdio logs are disabled by default. To enable them, set MCP_CREATIO_LOG_LEVEL or pass --log-level info.

VS Code MCP config (command-based):

{
  "creatio": {
    "command": "npx",
    "args": [
      "-y",
      "mcp-creatio@latest",
      "--base-url",
      "https://your-creatio.com",
      "--login",
      "your_login",
      "--password",
      "your_password"
    ]
  }
}

Local repo command (without publishing):

npm run start:stdio -- --base-url https://your-creatio.com --login your_login --password your_password

2. Server Mode (http)

Use this mode when your client connects by URL (for example http://localhost:3000/mcp).

  • Exposes HTTP endpoint: /mcp
  • Required for OAuth2 Authorization Code flow
  • Works well with Docker and remote deployments

Start server:

npm start

Then connect using URL:

{
  "creatio": {
    "type": "http",
    "url": "http://localhost:3000/mcp"
  }
}

Configuration

Variable Description
CREATIO_BASE_URL Required. Creatio instance URL (e.g. https://your-creatio.com)
CREATIO_LOGIN Username for legacy auth
CREATIO_PASSWORD Password for legacy auth
CREATIO_CLIENT_ID OAuth2 client credentials ID
CREATIO_CLIENT_SECRET OAuth2 client credentials secret
CREATIO_ID_BASE_URL Identity Service URL (if separate from main Creatio instance)
CREATIO_CODE_CLIENT_ID OAuth2 authorization code client ID
CREATIO_CODE_CLIENT_SECRET OAuth2 authorization code client secret
CREATIO_CODE_REDIRECT_URI OAuth2 redirect URI (e.g. http://localhost:3000/oauth/callback)
CREATIO_CODE_SCOPE OAuth2 scope (e.g. offline_access ApplicationAccess_yourappguid)
READONLY_MODE Set true to disable create/update/delete operations
MCP_CREATIO_LOG_LEVEL Log verbosity: silent (default), error, warn, info

Authentication Modes

Choose one of three ways to authenticate with Creatio:

1. Legacy (Username/Password)

CREATIO_LOGIN=YourLogin
CREATIO_PASSWORD=YourPassword

2. OAuth2 Client Credentials

For server-to-server authentication. Setup guide →

CREATIO_CLIENT_ID=your_client_id
CREATIO_CLIENT_SECRET=your_client_secret

3. OAuth2 Authorization Code

For user-delegated access with web authorization. Setup guide →

CREATIO_CODE_CLIENT_ID=your_client_id
CREATIO_CODE_CLIENT_SECRET=your_client_secret
CREATIO_CODE_REDIRECT_URI=http://localhost:3000/oauth/callback
CREATIO_CODE_SCOPE="offline_access ApplicationAccess_yourappguid"

Note: Currently uses in-memory storage for OAuth tokens. Tokens will be lost on server restart.

Important: OAuth2 Authorization Code requires Server Mode (http).

Priority: Authorization Code > Client Credentials > Legacy

MCP Client Authentication (HTTP Mode)

The server includes OAuth 2.1 Authorization Server for MCP clients (Claude Desktop, etc.). No additional setup required - clients authenticate automatically through standard OAuth flow.

Examples

Node.js (Legacy Auth)

export CREATIO_BASE_URL="https://your-creatio.com"
export CREATIO_LOGIN="YourLogin"
export CREATIO_PASSWORD="YourPassword"
npm start

Docker (Legacy Auth)

docker run --rm -p 3000:3000 \
  -e CREATIO_BASE_URL="https://your-creatio.com" \
  -e CREATIO_LOGIN="YourLogin" \
  -e CREATIO_PASSWORD="YourPassword" \
  crackish/mcp-creatio

Available Tools

Tool Description
get-current-user-info Fetch the Creatio contact details for the authenticated MCP user
list-entities List all available entity sets
describe-entity Get schema for an entity (fields, types, keys)
read Query records with optional filters, select, expand, ordering
create Create a new record
update Update an existing record
delete Delete a record
execute-process Run a Creatio business process
query-sys-settings Read current values and metadata for one or more system settings
set-sys-settings-value Update one or more system setting values
create-sys-setting Create a new system setting (with optional initial value)
update-sys-setting-definition Modify system setting metadata (name, value type, cache flags, lookup reference)
refresh-feature-cache Invalidate the in-memory feature-toggle cache. Call after editing Feature / AdminUnitFeatureState rows
upsert-admin-operation Create or update a SysAdminOperation (system operation / permission). Required because OData modifications are blocked for this entity
delete-admin-operation Delete one or more SysAdminOperation rows (related grantee rows are cleaned up automatically)
set-admin-operation-grantee Grant or revoke a system operation for users/roles. Repeated calls update the existing row instead of duplicating
delete-admin-operation-grantee Remove specific grant rows by Id. Prefer set-admin-operation-grantee to flip allow ↔ deny
call-configuration-service Escape hatch: invoke any configuration-package REST service method by name. Use only when no dedicated tool covers the operation

Note: Previously documented search/fetch helper tools (for a specific connector workflow) have been removed as they are no longer required.

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