The Simplicate MCP Server enables AI assistants to securely access and perform comprehensive CRUD operations across Simplicate's business management platform through a standardized protocol.
Project Management: Create, retrieve, update, and delete projects; manage project services, tasks, costs, and budgets
CRM & Contact Management: Full CRUD operations on organizations and contact persons with search capabilities
Time Tracking & HR: Manage timesheets, hours entries, employee records, leave/vacation, absences, and mileage records
Financial Operations: Create, retrieve, and update invoices; record payments; track revenue records
Sales & Quoting: Retrieve and create sales quotes; manage sales records and revenue data
Task Management: Create, read, and update tasks with assignments, due dates, and project links
Services & Catalog: Manage services/items catalog with pricing and configurations
Documents & Contracts: Retrieve and create documents and contracts linked to organizations
Calendar & Planning: Retrieve calendar events for scheduling and planning
Advanced Features: Universal search across projects, organizations, and persons; custom fields support; pagination and flexible filtering for all list operations
Enables automatic deployment to Render via GitHub Actions, triggering deploys through the Render API when code is pushed to the main branch.
Simplicate MCP Server
A Model Context Protocol (MCP) server that integrates with Simplicate, enabling AI assistants like Claude to securely access and interact with your Simplicate business data including CRM, projects, timesheets, and invoices.
Overview
This MCP server exposes Simplicate's API through the Model Context Protocol, allowing AI tools to:
Retrieve projects, organizations, persons, hours, and invoices
Search across Simplicate resources
Access detailed information about specific entities
Prerequisites
Node.js 18+ and npm
A Simplicate account with API credentials
Claude Desktop app (for testing with Claude)
Installation
Clone or download this repository
Install dependencies:
Create a
.envfile based on.env.example:
Edit
.envand add your Simplicate API credentials:
Getting Simplicate API Credentials:
Log in to your Simplicate account
Navigate to Settings → API
Generate or retrieve your API key and secret
Update the
SIMPLICATE_API_BASE_URLwith your actual Simplicate domain
Usage
Running the Server
Development mode (with TypeScript):
Production mode (compile first):
HTTP MCP adapter (remote)
Start the HTTP MCP server (exposes /health, /tools, /call):
This is the recommended way to expose tools on a remote host (Render, Docker, etc.).
Local Claude Desktop / stdio proxy
To forward a local StdIO-based MCP client (like Claude Desktop) to the remote HTTP MCP server, run:
The proxy reads newline-delimited JSON messages from stdin, forwards them as HTTP POST to REMOTE_MCP_URL, and writes the response back to stdout.
Render environment checklist
Set the following environment variables in Render (or other hosts):
SIMPLICATE_API_KEY
SIMPLICATE_API_SECRET
SIMPLICATE_API_BASE_URL
(optional) REMOTE_MCP_URL — used by the stdio-proxy
Connecting to Claude Desktop
To use this MCP server with Claude Desktop, add the following configuration to your Claude Desktop config file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%/Claude/claude_desktop_config.json
Alternatively, using ts-node for development:
After updating the configuration, restart Claude Desktop.
Available Tools
The MCP server exposes the following tools to AI assistants:
Projects
get_projects- Retrieve a list of projectsget_project- Get details of a specific project by ID
Organizations (CRM)
get_organizations- Retrieve a list of organizationsget_organization- Get details of a specific organization by ID
Persons (Contacts)
get_persons- Retrieve a list of personsget_person- Get details of a specific person by ID
Hours (Timesheets)
get_hours- Retrieve timesheet hours
Invoices
get_invoices- Retrieve invoices
Search
search- Search across Simplicate resources (projects, organizations, persons)
Available Resources
The server also exposes the following resources that can be read by AI assistants:
simplicate://projects- All projectssimplicate://organizations- All organizationssimplicate://persons- All personssimplicate://hours- Timesheet hourssimplicate://invoices- All invoices
Project Structure
Security Notes
Never commit your
.envfile or expose your API credentialsThe
.envfile is included in.gitignoreby defaultUse environment variables for production deployments
Simplicate API credentials are transmitted securely via HTTPS
Development
Building
Watch mode (auto-rebuild on changes)
Troubleshooting
Authentication Errors
Verify your API key and secret are correct
Ensure your Simplicate API base URL is correct (including your domain)
Check that your API credentials have the necessary permissions
Connection Issues
Ensure the MCP server is running
Check Claude Desktop config file syntax (valid JSON)
Verify the absolute path to the server entry point
Restart Claude Desktop after config changes
API Rate Limits
Simplicate may have API rate limits; adjust pagination parameters if needed
Consider caching frequently accessed data
Contributing
Contributions are welcome! Please ensure:
Code follows TypeScript best practices
All new features include appropriate error handling
Automatic deploys to Render (GitHub Actions)
This repository includes a GitHub Actions workflow at .github/workflows/deploy-to-render.yml which runs on push to main. The workflow builds the project and triggers a deploy via the Render API.
Required GitHub repository secrets:
RENDER_SERVICE_ID— the ID of your Render service (find in your Render dashboard)RENDER_API_KEY— a Render API key with permission to create deploys
How it works:
On push to
main, Actions checks out the code, installs dependencies (npm ci) and runsnpm run build.If the build succeeds, the workflow calls the Render API to trigger a deploy for the specified
RENDER_SERVICE_ID.
Note: Render will still run your specified build/start commands as configured in the Render service settings.
Documentation is updated for new features
License
MIT
Resources
Support
For issues related to:
MCP Server: Open an issue in this repository
Simplicate API: Contact Simplicate Support
Claude/MCP Protocol: Visit Anthropic's Documentation