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Act CRM MCP Server by CData

@CDataSoftware

リポジトリ

Act CRM MCP Server by CData について

This project builds a read-only MCP server. For full read, write, update, delete, and action capabilities and a simplified setup, check out our free CData MCP Server for Act CRM (beta): https://www.cdata.com/download/download.aspx?sku=FTZK-V&type=beta

#act-crm#mcp-server#cdata

基本情報

カテゴリ

データと分析

トランスポート

stdio

公開者

CDataSoftware

投稿者

Cameron Leblanc

設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

{
  "mcpServers": {
    "{classname_dash}": {
      "command": "PATH\\TO\\java.exe",
      "args": [
        "-jar",
        "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
        "PATH\\TO\\act-crm.prp"
      ]
    }
  }
}

ツール

ツールは検出されませんでした

ツールは README から自動的に抽出されます。メンテナーは ## Tools という見出しの下に記載することで、このタブに反映できます。

概要

What is Act CRM MCP Server by CData?

Act CRM MCP Server by CData is a read-only MCP (Model Context Protocol) server that lets AI assistants like Claude Desktop query live Act CRM data using natural language. It wraps the CData JDBC Driver for Act CRM to expose Act CRM as relational SQL models via a simple MCP interface.

How to use Act CRM MCP Server by CData?

Clone the repository, build with mvn clean install, then download and license the CData JDBC Driver for Act CRM. Configure the connection string using the driver’s utility, create a .prp file with your JDBC settings, and add the server to Claude Desktop’s claude_desktop_config.json. Run or restart Claude Desktop to start querying Act CRM data.

Key features of Act CRM MCP Server by CData

  • Read-only access to live Act CRM data via MCP
  • Wraps the CData JDBC Driver for Act CRM
  • Supports natural language queries – no SQL required
  • Provides tools: get_tables, get_columns, and run_query
  • Outputs CSV-formatted results for tables and columns
  • Uses stdio transport, so runs only on the same machine

Use cases of Act CRM MCP Server by CData

  • Ask an AI assistant about correlations between opportunities and account industries
  • Query the number of open tickets in a specific project
  • Retrieve today’s calendar events from Act CRM
  • Explore which tables and columns are available in your Act CRM data
  • Run custom SQL SELECT queries against Act CRM

FAQ from Act CRM MCP Server by CData

Is this server read-only?

Yes. This project explicitly builds a read-only MCP server. For full read, write, update, delete, and action capabilities, CData offers a separate beta MCP Server for Act CRM.

What are the runtime requirements?

You need Java (to run the JAR), Maven (to build), and the CData JDBC Driver for Act CRM installed and licensed on your machine.

Where does the data live?

All data remains in your Act CRM instance. The server connects to it live via the JDBC driver – no data is copied or stored locally by the server.

What transport does the server use?

The server uses stdio transport, so it can only be used with clients that run on the same machine as the server.

How do I authenticate to Act CRM?

Authentication is handled by the CData JDBC Driver during connection string configuration. If Act CRM uses OAuth, you will need to authenticate in your browser when testing the connection.

コメント

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