Dex CRM MCP Server

Local setup required. This server has to be cloned and prepared on your machine before you register it in Claude Code.
1

Set the server up locally

Run this once to clone and prepare the server before adding it to Claude Code.

Run in terminal
npm install
npm run build
2

Register it in Claude Code

After the local setup is done, run this command to point Claude Code at the built server.

Run in terminal
claude mcp add -e "DEX_API_KEY=${DEX_API_KEY}" dex-crm -- node "<FULL_PATH_TO_UNOFFICIAL_DEX_MCP>/dist/index.js"

Replace <FULL_PATH_TO_UNOFFICIAL_DEX_MCP>/dist/index.js with the actual folder you prepared in step 1.

Required:DEX_API_KEY
README.md

Integrate the Dex personal CRM API with AI assistants

Unofficial Dex CRM MCP Server

An MCP (Model Context Protocol) server that exposes the Dex personal CRM API to AI assistants like Cursor, Claude Desktop, VS Code Copilot, and any MCP-compatible client.

Features

  • 27 focused tools covering all core Dex CRM operations
  • Contacts: get, create, update, delete, merge duplicates
  • Groups: create, update, delete, list/add/remove members
  • Tags: create, update, delete, manage tag-contact associations
  • Reminders: create, update, delete
  • Notes/Timeline: create, update, delete (with note type support)
  • Custom Fields: list, create, update, delete
  • Unified search across contacts, groups, tags, reminders, notes, and views
  • User profile

Prerequisites

Setup

1. Install dependencies

npm install

2. Build

npm run build

3. Get your Dex API Key

Go to Dex Settings > API and copy your API key.

4. Configure your AI client

Cursor

Add to .cursor/mcp.json in your project root (or ~/.cursor/mcp.json for global):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}
Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}
VS Code

Add to .vscode/mcp.json in your project root:

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

Development

Run the server in development mode (with hot reload via tsx):

DEX_API_KEY=dex_your_key npm run dev

Testing with MCP Inspector

The project includes a built-in inspect script that opens the MCP Inspector UI in your browser. It loads DEX_API_KEY from your .env file automatically.

npm run build
npm run inspect

This starts the inspector at http://localhost:6274 where you can browse all tools and invoke them interactively.

Note: Requires Node.js >= 18. If using nvm: nvm use 21 (or any 18+) before running.

Available Tools (27)

Tool Description
Search
dex_search Unified search across contacts, groups, tags, reminders, notes, and views
Contacts
dex_get_contact Get full contact details by ID (includes tags, groups, notes)
dex_create_contact Create a new contact
dex_update_contact Update a contact by ID
dex_delete_contact Delete a contact by ID
dex_merge_contacts Merge duplicate contacts into one
Groups
dex_create_group Create a new group
dex_update_group Update a group's name or emoji
dex_delete_group Delete a group
dex_list_group_contacts List contacts in a specific group
dex_add_contacts_to_group Add contacts to a group
dex_remove_contacts_from_group Remove contacts from a group
Tags
dex_create_tag Create a new tag
dex_update_tag Update a tag's name or color
dex_delete_tag Delete a tag
dex_manage_contact_tags Add, remove, or create-and-assign tags to contacts
Reminders
dex_create_reminder Create a reminder (supports recurrence)
dex_update_reminder Update a reminder
dex_delete_reminder Delete a reminder
Notes / Timeline
dex_create_note Create a note (types: meeting, call, email, note, coffee, etc.)
dex_update_note Update a note
dex_delete_note Delete a note
Custom Fields
dex_list_custom_fields List all custom field definitions
dex_create_custom_field Create a custom field
dex_update_custom_field Update a custom field
dex_delete_custom_field Delete a custom field
User
dex_get_current_user Get current user profile

License

MIT

Tools (27)

dex_searchUnified search across contacts, groups, tags, reminders, notes, and views
dex_get_contactGet full contact details by ID
dex_create_contactCreate a new contact
dex_update_contactUpdate a contact by ID
dex_delete_contactDelete a contact by ID
dex_merge_contactsMerge duplicate contacts into one
dex_create_groupCreate a new group
dex_update_groupUpdate a group's name or emoji
dex_delete_groupDelete a group
dex_list_group_contactsList contacts in a specific group
dex_add_contacts_to_groupAdd contacts to a group
dex_remove_contacts_from_groupRemove contacts from a group
dex_create_tagCreate a new tag
dex_update_tagUpdate a tag's name or color
dex_delete_tagDelete a tag
dex_manage_contact_tagsAdd, remove, or create-and-assign tags to contacts
dex_create_reminderCreate a reminder
dex_update_reminderUpdate a reminder
dex_delete_reminderDelete a reminder
dex_create_noteCreate a note
dex_update_noteUpdate a note
dex_delete_noteDelete a note
dex_list_custom_fieldsList all custom field definitions
dex_create_custom_fieldCreate a custom field
dex_update_custom_fieldUpdate a custom field
dex_delete_custom_fieldDelete a custom field
dex_get_current_userGet current user profile

Environment Variables

DEX_API_KEYrequiredAPI key from Dex Settings > API

Configuration

claude_desktop_config.json
{"mcpServers": {"dex": {"command": "node", "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"], "env": {"DEX_API_KEY": "dex_your_api_key_here"}}}}

Try it

→Search for my contact 'John Doe' and show me his recent notes.
→Create a new contact named Sarah Smith and add her to the 'Networking' group.
→List all contacts currently in the 'Investors' group.
→Create a reminder to follow up with Alex next Tuesday.
→Add the tag 'Potential Client' to the contact with ID 12345.

Frequently Asked Questions

What are the key features of Dex CRM?

Unified search across contacts, groups, tags, reminders, notes, and views. Full CRUD operations for contacts, groups, tags, and reminders. Support for custom fields and note types. Ability to merge duplicate contacts. Manage contact-tag associations and group memberships.

What can I use Dex CRM for?

Quickly retrieving contact details during a meeting without leaving the AI chat interface. Automating the organization of new contacts into specific groups based on conversation context. Setting follow-up reminders directly from email or chat summaries. Updating CRM records in bulk or via natural language commands.

How do I install Dex CRM?

Install Dex CRM by running: npm install && npm run build

What MCP clients work with Dex CRM?

Dex CRM works with any MCP-compatible client including Claude Desktop, Claude Code, Cursor, and other editors with MCP support.

Turn this server into reusable context

Keep Dex CRM docs, env vars, and workflow notes in Conare so your agent carries them across sessions.

Need the old visual installer? Open Conare IDE.
Open Conare
View all ai-tools servers →

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