davidswolf/DexMCPServer

Dex MCP Server

An MCP (Model Context Protocol) server for Dex, a personal CRM system. This server enables AI assistants to intelligently find contacts, access relationship history, and enrich contact information.

Features

🔍 Smart Contact Discovery

• Fuzzy name matching: Handles typos, nicknames, and name variations
• Exact matching: Find contacts by email, phone, or social media URLs
• Confidence scoring: Ranked results with match confidence levels

📚 Relationship History

• Complete timeline: View all interactions with a contact
• Notes access: Retrieve conversation history and context
• Reminders tracking: See upcoming and past reminders

✨ Contact Enrichment

• Smart updates: Add new information without losing existing data
• Note creation: Document interactions and important details
• Reminder management: Set follow-up reminders

Installation

1. Clone this repository

2. Install dependencies:

   npm install
   

3. Create a .env file with your Dex API credentials:

   DEX_API_KEY=your_api_key_here
   DEX_API_BASE_URL=https://api.getdex.com/api/rest
   

4. Build the project:

   npm run build
   

Configuration

Claude Desktop

Add to your Claude Desktop config file (claude_desktop_config.json):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/path/to/DexMCPServer/dist/index.js"],
      "env": {
        "DEX_API_KEY": "your_api_key_here",
        "DEX_API_BASE_URL": "https://api.getdex.com/api/rest"
      }
    }
  }
}

Other MCP Clients

Use the server via stdio transport:

node dist/index.js

Available Tools

Contact Discovery

• find_contact - Search for contacts with smart matching
• get_contact_details - Get complete contact information

Relationship History

• get_contact_history - View complete interaction timeline
• get_contact_notes - Retrieve all notes for a contact
• get_contact_reminders - Get reminders for a contact

Contact Enrichment

• enrich_contact - Update contact with new information
• add_contact_note - Create a new note
• create_contact_reminder - Set a follow-up reminder

Usage Examples

Find a contact by email

"I got an email from john@example.com, what do I know about this person?"

Fuzzy name search

"What's the latest with Bob from Google?"

Enrich after a meeting

"I just met with Sarah Johnson, she's now a PM at Microsoft"

Development

Run in development mode:

npm run dev

Build for production:

npm run build

Code Quality Commands

Run all quality checks:

npm run check

Auto-fix issues:

npm run check:fix

Individual commands:

npm run lint          # Run ESLint
npm run lint:fix      # Auto-fix lint issues
npm run format        # Format code with Prettier
npm run format:check  # Check formatting
npm run test          # Run tests
npm run test:coverage # Run tests with coverage
npm run audit         # Security audit
npm run security      # Snyk security scan

Pre-commit Hooks

The project uses Husky to run lint-staged before commits, ensuring code quality. This automatically:

• Lints and fixes TypeScript files
• Formats code with Prettier
• Prevents commits with quality issues

Testing

Run the test suite:

npm test

Watch mode for development:

npm run test:watch

Generate coverage report:

npm run test:coverage

Coverage thresholds:

• Lines: 80%
• Functions: 80%
• Branches: 75%
• Statements: 80%

Security

This server handles Personally Identifiable Information (PII) from your Dex CRM. Security is a top priority.

Key security features:

• 🔒 No local PII storage (in-memory cache only, 5-minute TTL)
• 🔐 HTTPS-only API communication
• 🚫 No logging of sensitive data
• ✅ Automated vulnerability scanning (Snyk + npm audit)
• 🛡️ Input validation and sanitization
• 📋 ESLint security plugin for static analysis

Important:

• Never commit your .env file or API keys
• Regularly update dependencies (npm audit fix)
• Review for best practices and vulnerability reporting

For security concerns, see our .

Architecture

• Fuzzy Matching: Uses Fuse.js for intelligent name matching
• Caching: 5-minute contact cache for faster searches
• Smart Merging: Preserves existing data when enriching contacts
• Error Handling: Comprehensive error messages and retry logic

License

ISC