This MCP Server integrates AI assistants with Upnify CRM, enabling comprehensive sales and prospect management through secure authentication.

• Authentication: Login using Upnify credentials to access all CRM functions • Prospect Management: Create new prospects with detailed contact/company information and search existing contacts by name, email, or phone • Opportunity Tracking: Create sales opportunities for prospects, including concept, amount, and commission details • Sales Reporting: Generate customizable reports including sales analytics, pending payments, activity reports, and conversion reports with various grouping options (executive, industry, region) and time periods • Reminder Management: Schedule reminders in the Upnify agenda with specific dates, subjects, and descriptions • Advanced Search: Perform efficient searches and data management across CRM records

@upnify/mcp-server

A Model Context Protocol (MCP) server for Upnify CRM integration. This server provides AI assistants with the ability to interact with Upnify CRM to manage prospects, opportunities, reports, and reminders.

Features

📊 Sales Reports - Get detailed sales analytics
👥 Prospect Management - Create and search prospects
💼 Opportunity Tracking - Manage sales opportunities
📅 Reminders - Schedule and manage reminders
🔐 Secure Authentication - Token-based authentication with Upnify
⚡ Smart Caching - Automatic token caching for performance

Related MCP server: Weather Server

Installation

# Install globally npm install -g @upnify/mcp-server # Or use with uvx (recommended) uvx @upnify/mcp-server

Configuration

Add to your MCP client configuration (e.g., Claude Desktop):

{ "mcpServers": { "upnify": { "command": "uvx", "args": ["@upnify/mcp-server"], "env": { "TK_INTEGRACION": "your-upnify-integration-token" } } } }

Environment Variables

TK_INTEGRACION (required): Your Upnify integration token

Available Tools

📊 Reports

get-upnify-sales-report - Get sales reports with customizable grouping and periods
get-upnify-pending-payments - Get pending payments report
get-upnify-activity-report - Get activity reports by period
get-upnify-conversion-report - Get conversion reports

👥 Prospects

create-upnify-prospect - Create new prospects in Upnify CRM
search-upnify-contacts - Search existing contacts and prospects

💼 Opportunities

create-upnify-opportunity - Create new sales opportunities

📅 Utilities

create-upnify-reminder - Schedule reminders in Upnify

Usage Examples

Get Sales Report

Get me a sales report for this year grouped by industry

Create Prospect

Create a prospect: Name "John Doe", Email "john@example.com", Company "Acme Corp"

Search Contacts

Search for contacts with email containing "@gmail.com"

Development

# Clone the repository git clone https://github.com/adrielisa/MCP.git cd MCP # Install dependencies npm install # Build npm run build # Test locally npx tsx main.ts

Requirements

Node.js 18+
Upnify CRM account with integration token

License

MIT

Support

For issues and questions, please visit GitHub Issues.

MCP Server: Weather & Upnify Integration