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
Installation
Configuration
Add to your MCP client configuration (e.g., Claude Desktop):
Environment Variables
TK_INTEGRACION
(required): Your Upnify integration token
Available Tools
📊 Reports
get-upnify-sales-report
- Get sales reports with customizable grouping and periodsget-upnify-pending-payments
- Get pending payments reportget-upnify-activity-report
- Get activity reports by periodget-upnify-conversion-report
- Get conversion reports
👥 Prospects
create-upnify-prospect
- Create new prospects in Upnify CRMsearch-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
Create Prospect
Search Contacts
Development
Requirements
- Node.js 18+
- Upnify CRM account with integration token
License
MIT
Support
For issues and questions, please visit GitHub Issues.
remote-capable server
The server can be hosted and run remotely because it primarily relies on remote services or has no dependency on the local environment.
Tools
Provides tools to check weather information for any city and manage prospects in Upnify CRM with dynamic authentication, eliminating the need for pre-configured credentials.
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