READY_TO_USE.md•3.95 kB
# 🚀 Your MCP Server is Ready to Use!
## ✅ Configuration Complete for act.simplicate.com
Your MCP server is now fully configured for your Simplicate instance at `https://act.simplicate.com/`
## 📋 Final Checklist
### Step 1: Update .env File
Edit `/Users/dwayne/Documents/Playground/Simplicate/.env` and ensure it contains:
```env
SIMPLICATE_API_KEY=cDfOE6LLYzFk4F2rZyBkVur5mp4qri4S
SIMPLICATE_API_SECRET=H2yMIChUpKutBYtT52q7XvDrNqZhXpKM
SIMPLICATE_API_BASE_URL=https://act.simplicate.com/api/v2
```
### Step 2: Add to Claude Desktop
1. Open your Claude Desktop config file:
- **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json`
- **Windows**: `%APPDATA%\Claude\claude_desktop_config.json`
2. Add this configuration:
```json
{
"mcpServers": {
"simplicate": {
"command": "node",
"args": ["/Users/dwayne/Documents/Playground/Simplicate/dist/index.js"],
"env": {
"SIMPLICATE_API_KEY": "cDfOE6LLYzFk4F2rZyBkVur5mp4qri4S",
"SIMPLICATE_API_SECRET": "H2yMIChUpKutBYtT52q7XvDrNqZhXpKM",
"SIMPLICATE_API_BASE_URL": "https://act.simplicate.com/api/v2"
}
}
}
}
```
3. **Restart Claude Desktop**
### Step 3: Test It!
Open Claude Desktop and try these prompts:
```
"Show me all projects from Simplicate"
"List my CRM organizations"
"Get recent invoices"
"Search for 'marketing' in Simplicate"
```
## 🎯 What You Can Access
Your MCP server provides access to:
| Resource | Description | Example Prompt |
|----------|-------------|----------------|
| **Projects** | All project data | "Show me all active projects" |
| **Organizations** | CRM organizations | "List all organizations" |
| **Persons** | Contact persons | "Show me all contacts" |
| **Hours** | Timesheet entries | "Get recent timesheet hours" |
| **Invoices** | All invoices | "Show me invoices from this month" |
| **Search** | Cross-resource search | "Search for 'client name' in Simplicate" |
## 🛠️ Tools Available
Claude can use these 9 tools:
1. `get_projects` - List all projects
2. `get_project` - Get specific project details
3. `get_organizations` - List CRM organizations
4. `get_organization` - Get organization details
5. `get_persons` - List contacts
6. `get_person` - Get contact details
7. `get_hours` - List timesheet hours
8. `get_invoices` - List invoices
9. `search` - Search across resources
## 📚 Documentation Reference
- **CONFIGURATION.md** - Complete configuration guide for act.simplicate.com
- **QUICKSTART.md** - Quick setup instructions
- **README.md** - Full technical documentation
- **IMPLEMENTATION_SUMMARY.md** - Technical implementation details
## 🔒 Security Notes
✅ Your API credentials are:
- Stored in `.env` file (not committed to git)
- Passed securely via environment variables
- Transmitted over HTTPS to Simplicate API
- Never exposed in logs or error messages
## 🧪 Testing Before Claude
You can test the server independently:
```bash
cd /Users/dwayne/Documents/Playground/Simplicate
npm start
```
The server should start without errors. Press Ctrl+C to stop.
## ⚠️ Troubleshooting
### Authentication Error?
- Verify API credentials at: https://act.simplicate.com/settings/api
- Ensure API key has necessary permissions
### Claude Not Connecting?
1. Check absolute path in config: `/Users/dwayne/Documents/Playground/Simplicate/dist/index.js`
2. Validate JSON syntax (use jsonlint.com)
3. Restart Claude Desktop
4. Check Claude Desktop logs
### API Errors?
- Ensure you're logged in to act.simplicate.com
- Check API rate limits
- Verify your API key is active
## 🎉 You're All Set!
Your MCP server is configured and ready to connect Claude to your Simplicate data at **act.simplicate.com**.
Just update the `.env` file, add the config to Claude Desktop, restart, and start asking Claude about your Simplicate data!
---
**Need help?** Check CONFIGURATION.md or README.md for detailed documentation.