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Act CRM MCP Server by CData

@CDataSoftware

代码仓库

基本信息

分类

数据与分析

传输方式

stdio

作者

CDataSoftware

提交者

Cameron Leblanc

关于 Act CRM MCP Server by CData

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

Act CRM MCP Server by CData 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

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

Act CRM MCP Server by CData 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

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

常见问题

1

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.

2

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.

3

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.

4

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.

5

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.

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