dock-tech/crm_mcp_server
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The CRM MCP Server is a comprehensive integration solution for connecting CRM Dock with AppSheet via the AppSheet API, implementing advanced primitives of the Model Context Protocol.
Tools
Functions exposed to the LLM to take actions
crm_buscar_cliente
Searches for a client by ID or name with progress reporting.
crm_listar_contatos
Lists contacts with categorization.
crm_health_check
Checks connectivity with the data source.
crm_get_auth_status
Returns the server's authentication status.
crm_get_user_info
Returns information about the authenticated user.
crm_classify_client
Intelligent client classification via LLM (Sampling).
crm_complex_query
Handles complex queries with confirmation (Elicitations).
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client