Act CRM MCP Server by CData

Enables querying ADP data through SQL, allowing retrieval of payroll and HR information through natural language questions.

Provides SQL-based access to Airtable data, enabling retrieval of information from Airtable bases through natural language questions.

Enables querying Amazon DynamoDB data through SQL, allowing retrieval of NoSQL database information through natural language questions.

Provides SQL-based access to Amazon S3 data, enabling retrieval of object storage information through natural language questions.

Enables querying Asana data through SQL, allowing retrieval of project management information through natural language questions.

Provides SQL-based access to Basecamp data, enabling retrieval of project management information through natural language questions.

Enables querying BigCommerce data through SQL, allowing retrieval of e-commerce platform information through natural language questions.

Provides SQL-based access to Bitbucket data, enabling retrieval of code repository information through natural language questions.

Enables querying Box data through SQL, allowing retrieval of cloud storage information through natural language questions.

Provides SQL-based access to Confluence data, enabling retrieval of knowledge base content through natural language questions.

Enables querying Couchbase data through SQL, allowing retrieval of NoSQL database information through natural language questions.

Provides SQL-based access to Databricks data, enabling retrieval of data analytics information through natural language questions.

Enables querying Dropbox data through SQL, allowing retrieval of cloud storage information through natural language questions.

Provides SQL-based access to eBay data, enabling retrieval of marketplace information through natural language questions.

Enables querying Elasticsearch data through SQL, allowing retrieval of search engine information through natural language questions.

Provides SQL-based access to EnterpriseDB data, enabling retrieval of database information through natural language questions.

Enables querying Facebook data through SQL, allowing retrieval of live information from Facebook through natural language questions.

Enables querying GitHub data through SQL, allowing retrieval of code repository information through natural language questions.

Provides SQL-based access to Gmail data, enabling retrieval of email information through natural language questions.

Enables querying Google Ads data through SQL, allowing retrieval of advertising metrics and campaign information.

Provides SQL-based access to Google Analytics data, enabling retrieval of website analytics through natural language questions.

Enables querying Google Calendar data through SQL, allowing retrieval of calendar events through natural language questions.

Provides SQL-based access to Google Campaign Manager 360 data, enabling retrieval of digital campaign information.

Enables querying Google Cloud Storage data through SQL, allowing retrieval of object storage information through natural language questions.

Provides SQL-based access to Google Drive data, enabling retrieval of file and folder information through natural language questions.

Enables querying Google Sheets data through SQL, allowing retrieval of spreadsheet information through natural language questions.

Provides SQL-based access to GraphQL data, enabling retrieval of API information through natural language questions.

Enables querying Greenhouse data through SQL, allowing retrieval of recruitment information through natural language questions.

Provides SQL-based access to HubSpot data, enabling retrieval of CRM and marketing information through natural language questions.

Enables querying Instagram data through SQL, allowing retrieval of live information from Instagram through natural language questions.

Enables querying Jira data through SQL, allowing retrieval of issue tracking information through natural language questions.

Enables querying MailChimp data through SQL, allowing retrieval of email marketing information through natural language questions.

Provides SQL-based access to MariaDB data, enabling retrieval of relational database information through natural language questions.

Enables querying MongoDB data through SQL, allowing retrieval of NoSQL database information through natural language questions.

Provides SQL-based access to MYOB AccountRight data, enabling retrieval of accounting information through natural language questions.

Enables querying MySQL data through SQL, allowing retrieval of relational database information through natural language questions.

Provides SQL-based access to Neo4j data, enabling retrieval of graph database information through natural language questions.

Enables querying Odoo data through SQL, allowing retrieval of business management information through natural language questions.

Provides SQL-based access to Okta data, enabling retrieval of identity management information through natural language questions.

Enables querying PayPal data through SQL, allowing retrieval of payment processing information through natural language questions.

Enables querying Pinterest data through SQL, allowing retrieval of live information from Pinterest through natural language questions.

Provides SQL-based access to PostgreSQL data, enabling retrieval of relational database information through natural language questions.

Enables querying Presto data through SQL, allowing retrieval of distributed query engine information through natural language questions.

Provides SQL-based access to QuickBooks data, enabling retrieval of accounting information through natural language questions.

Enables querying Redis data through SQL, allowing retrieval of in-memory data structure store information through natural language questions.

Provides SQL-based access to RSS feed data, enabling retrieval of syndicated content through natural language questions.

Enables querying Sage data through SQL, allowing retrieval of accounting information through natural language questions.

Provides SQL-based access to Salesforce data, enabling retrieval of CRM information through natural language questions.

Enables querying SAP data through SQL, allowing retrieval of enterprise resource planning information through natural language questions.

Provides SQL-based access to SendGrid data, enabling retrieval of email delivery information through natural language questions.

Enables querying Shopify data through SQL, allowing retrieval of e-commerce platform information through natural language questions.

Provides SQL-based access to SingleStore data, enabling retrieval of distributed SQL database information through natural language questions.

Enables querying Slack data through SQL, allowing retrieval of team communication information through natural language questions.

Provides SQL-based access to Snapchat Ads data, enabling retrieval of advertising metrics and campaign information.

Provides SQL-based access to Snowflake data, enabling retrieval of cloud data warehouse information through natural language questions.

Enables querying Splunk data through SQL, allowing retrieval of machine data information through natural language questions.

Provides SQL-based access to Square data, enabling retrieval of payment processing information through natural language questions.

Enables querying Stripe data through SQL, allowing retrieval of payment processing information through natural language questions.

Provides SQL-based access to SurveyMonkey data, enabling retrieval of survey information through natural language questions.

Enables querying Teradata data through SQL, allowing retrieval of data warehouse information through natural language questions.

Provides SQL-based access to Trello data, enabling retrieval of project management information through natural language questions.

Enables querying Trino data through SQL, allowing retrieval of distributed query engine information through natural language questions.

Provides SQL-based access to Twilio data, enabling retrieval of communication API information through natural language questions.

Enables querying WooCommerce data through SQL, allowing retrieval of e-commerce plugin information through natural language questions.

Provides SQL-based access to WordPress data, enabling retrieval of content management system information through natural language questions.

Enables querying Xero data through SQL, allowing retrieval of accounting information through natural language questions.

Provides SQL-based access to XML data, enabling retrieval of structured data through natural language questions.

Enables querying YouTube Analytics data through SQL, allowing retrieval of video performance metrics through natural language questions.

Enables querying Zendesk data through SQL, allowing retrieval of customer service information through natural language questions.

Provides SQL-based access to Zoho data, enabling retrieval of business application information through natural language questions.

act-crm-mcp-server-by-cdata

CData's Model Context Protocol (MCP) Server for Act CRM

: 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).

Purpose

We created this read-only MCP Server to allow LLMs (like Claude Desktop) to query live data Act CRM supported by the CData JDBC Driver for Act CRM.

CData JDBC Driver connects to Act CRM by exposing them as relational SQL models.

This server wraps that driver and makes Act CRM data available through a simple MCP interface, so LLMs can retrieve live information by asking natural language questions — no SQL required.

Setup Guide

Clone the repository:
git clone https://github.com/cdatasoftware/act-crm-mcp-server-by-cdata.git cd act-crm-mcp-server-by-cdata
Build the server:
mvn clean install
This creates the JAR file: CDataMCP-jar-with-dependencies.jar
Download and install the CData JDBC Driver for {source}: https://www.cdata.com/drivers/actcrm/download/jdbc
License the CData JDBC Driver:
- Navigate to the lib folder in the installation directory, typically:
  - (Windows) C:\Program Files\CData\CData JDBC Driver for Act CRM\
  - (Mac/Linux) /Applications/CData JDBC Driver for Act CRM/
- Run the command java -jar cdata.jdbc.actcrm.jar --license
- Enter your name, email, and "TRIAL" (or your license key).
Configure your connection to the data source (Salesforce as an example):
- Run the command java -jar cdata.jdbc.actcrm.jar to open the Connection String utility.
- Configure the connection string and click "Test Connection"
  Note: If the data sources uses OAuth, you will need to authenticate in your browser.
- Once successful, copy the connection string for use later.
Create a .prp file for your JDBC connection (e.g. act-crm.prp) using the following properties and format:
- Prefix - a prefix to be used for the tools exposed
- ServerName - a name for your server
- ServerVersion - a version for your server
- DriverPath - the full path to the JAR file for your JDBC driver
- DriverClass - the name of the JDBC Driver Class (e.g. cdata.jdbc.actcrm.ActCRMDriver)
- JdbcUrl - the JDBC connection string to use with the CData JDBC Driver to connect to your data (copied from above)
- Tables - leave blank to access all data, otherwise you can explicitly declare the tables you wish to create access for
  Prefix=actcrm ServerName=CDataActCRM ServerVersion=1.0 DriverPath=PATH\TO\cdata.jdbc.actcrm.jar DriverClass=cdata.jdbc.actcrm.ActCRMDriver JdbcUrl=jdbc:actcrm:InitiateOAuth=GETANDREFRESH; Tables=

Using the Server with Claude Desktop

Create the config file for Claude Desktop ( claude_desktop_config.json) to add the new MCP server, using the format below. If the file already exists, add the entry to the mcpServers in the config file. Windows
{ "mcpServers": { "{classname_dash}": { "command": "PATH\\TO\\java.exe", "args": [ "-jar", "PATH\\TO\\CDataMCP-jar-with-dependencies.jar", "PATH\\TO\\act-crm.prp" ] }, ... } }
Linux/Mac
{ "mcpServers": { "{classname_dash}": { "command": "/PATH/TO/java", "args": [ "-jar", "/PATH/TO/CDataMCP-jar-with-dependencies.jar", "/PATH/TO/act-crm.prp" ] }, ... } }
If needed, copy the config file to the appropriate directory (Claude Desktop as the example). Windows
cp C:\PATH\TO\claude_desktop_config.json %APPDATA%\Claude\claude_desktop_config.json
Linux/Mac
cp /PATH/TO/claude_desktop_config.json /Users/{user}/Library/Application\ Support/Claude/claude_desktop_config.json'
Run or refresh your client (Claude Desktop).

Note: You may need to fully exit or quit your Claude Desktop client and re-open it for the MCP Servers to appear.

Running the Server

Run the follow the command to run the MCP Server on its own
java -jar /PATH/TO/CDataMCP-jar-with-dependencies.jar /PATH/TO/Salesforce.prp > **Note:** The server uses `stdio` so can only be used with clients that run on the same machine as the server.

Usage Details

Once the MCP Server is configured, the AI client will be able to use the built-in tools to read, write, update, and delete the underlying data. In general, you do not need to call the tools explicitly. Simply ask the client to answer questions about the underlying data system. For example:

"What is the correlation between my closed won opportunities and the account industry?"
"How many open tickets do I have in the SUPPORT project?"
"Can you tell me what calendar events I have today?"

The list of tools available and their descriptions follow:

Tools & Descriptions

In the definitions below, {servername} refers to the name of the MCP Server in the config file (e.g. {classname_dash} above).

{servername}_get_tables - Retrieves a list of tables available in the data source. Use the {servername}_get_columns tool to list available columns on a table. The output of the tool will be returned in CSV format, with the first line containing column headers.
{servername}_get_columns - Retrieves a list of columns for a table. Use the {servername}_get_tables tool to get a list of available tables. The output of the tool will be returned in CSV format, with the first line containing column headers.
{servername}_run_query - Execute a SQL SELECT query

JSON-RPC Request Examples

If you are scripting out the requests sent to the MCP Server instead of using an AI Client (e.g. Claude), then you can refer to the JSON payload examples below – following the JSON-RPC 2.0 specification - when calling the available tools.

source_get_tables

{
    "jsonrpc": "2.0",
    "id": 1,
    "method": "tools/call",
    "params": {
        "name": "source_get_tables",
        "arguments": {}
    }
}

source_get_columns

{
    "jsonrpc": "2.0",
    "id": 2,
    "method": "tools/call",
    "params": {
        "name": "source_get_columns",
        "arguments": {
            "table":  "Account"
        }
    }
}

source_run_query

{
    "jsonrpc": "2.0",
    "id": 3,
    "method": "tools/call",
    "params": {
        "name": "source_run_query",
        "arguments": {
            "sql":  "SELECT * FROM [Account] WHERE [IsDeleted] = true"
        }
    }
}

Troubleshooting

If you cannot see your CData MCP Server in Claude Desktop, be sure that you have fully quit Claude Desktop (Windows: use the Task Manager, Mac: use the Activity Monitor)
If Claude Desktop is unable to retrieve data, be sure that you have configured your connection properly. Use the Connection String builder to create the connection string (see above) and copy the connection string into the property (.prp) file.
If you are having trouble connecting to your data source, contact the CData Support Team.
If you are having trouble using the MCP server, or have any other feedback, join the CData Community.

License

This MCP server is licensed under the MIT License. This means you are free to use, modify, and distribute the software, subject to the terms and conditions of the MIT License. For more details, please see the LICENSE file in the project repository.

All Supported Sources

This server cannot be installed

security - not tested

license - permissive license

quality - not tested

How are these scores calculated?

This read-only MCP Server allows you to connect to Act CRM data from Claude Desktop through CData JDBC Drivers. Free (beta) read/write servers available at https://www.cdata.com/solutions/mcp

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