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Simplicate MCP Server

by daanno
START_HERE.md•4.67 kB
# šŸš€ START HERE - Simplicate MCP Server v2.0 ## šŸ‘‹ Welcome! You have a **complete, production-ready MCP server** for Simplicate with **63 tools** and **13 resources** covering **ALL Simplicate modules**. --- ## ⚔ Quick Start (3 Steps) ### Step 1: Update .env Edit `.env` file and ensure this line is correct: ```env SIMPLICATE_API_BASE_URL=https://act.simplicate.com/api/v2 ``` ### Step 2: Add to Claude Desktop Copy this to your Claude Desktop config: **macOS**: `~/Library/Application Support/Claude/claude_desktop_config.json` ```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" } } } } ``` ### Step 3: Restart Claude Desktop **That's it!** šŸŽ‰ --- ## šŸ“š Documentation Guide ### For Getting Started: 1. **READY_TO_USE.md** - Final checklist and quick start 2. **QUICKSTART.md** - Detailed setup guide 3. **CONFIGURATION.md** - Configuration for act.simplicate.com ### For Understanding What You Have: 4. **FINAL_SUMMARY.md** ⭐ - Complete overview (READ THIS!) 5. **UPGRADE_SUMMARY.md** - v1.0 → v2.0 changes 6. **IMPLEMENTATION_SUMMARY.md** - Technical details ### For Using the Server: 7. **FULL_API_REFERENCE.md** ⭐ - All 63 tools with examples (MAIN REFERENCE!) 8. **README.md** - General documentation --- ## šŸŽÆ What Can You Do? ### Complete Access to ALL Simplicate Modules: āœ… **Projects** - Create, read, update, delete projects āœ… **CRM** - Manage organizations and contact persons āœ… **Sales** - Handle quotes and sales āœ… **Hours** - Time tracking and timesheets āœ… **Invoices** - Invoice management and payments āœ… **HRM** - Employee management and absences āœ… **Services** - Service catalog āœ… **Tasks** - Project task management āœ… **Costs** - Expense and mileage tracking āœ… **Documents** - Document access āœ… **Contracts** - Contract management āœ… **Search** - Search across everything --- ## šŸ’¬ Try These in Claude Once configured, ask Claude: **Basic Queries:** - "Show me all projects from Simplicate" - "List my CRM organizations" - "Get recent timesheet hours" - "Show me unpaid invoices" **Creating Things:** - "Create a new organization called 'Acme Corp'" - "Create a project for that organization" - "Log 8 hours for today on project X" - "Create a task called 'Review design'" **Complex Workflows:** - "Set up a complete new project with tasks and quote" - "Show me this week's team hours and costs" - "Create an invoice for project X and show payment status" --- ## šŸ“Š Stats | Metric | Value | |--------|-------| | **Tools** | 63 | | **Resources** | 13 | | **Modules** | 12 | | **Operations** | Create, Read, Update, Delete | | **Code Lines** | 1,763 | | **Build Status** | āœ… SUCCESS | --- ## šŸ” File Navigation ### Source Code: - `src/config/config.ts` - Configuration management - `src/simplicate/client.ts` - HTTP client - `src/simplicate/services-extended.ts` ⭐ - Complete API (593 lines) - `src/mcp/server-full.ts` ⭐ - Complete MCP server (1,170 lines) - `src/index.ts` - Entry point ### Compiled Code: - `dist/` - Production-ready JavaScript āœ… ### Documentation: - All .md files in root directory --- ## āœ… Verification Checklist Before using: - [ ] `.env` file updated with act.simplicate.com - [ ] Claude Desktop config added - [ ] Claude Desktop restarted - [ ] Server builds successfully (`npm start` works) --- ## šŸŽ¬ Your Next Action 1. **Option A**: Jump right in - Add config to Claude Desktop - Restart Claude - Ask Claude: "Show me all projects from Simplicate" 2. **Option B**: Learn more first - Read **FULL_API_REFERENCE.md** for all capabilities - Read **FINAL_SUMMARY.md** for complete overview - Then configure Claude Desktop --- ## šŸ“– Recommended Reading Order 1. **START_HERE.md** (this file) āœ“ 2. **FINAL_SUMMARY.md** - Complete overview 3. **FULL_API_REFERENCE.md** - All tools and examples 4. **READY_TO_USE.md** - Final checklist --- ## šŸŽ‰ You're Ready! Everything is built, compiled, and ready to use. **Just add the config to Claude Desktop and restart!** Questions? Check: - **FULL_API_REFERENCE.md** for tool examples - **CONFIGURATION.md** for setup help - **README.md** for troubleshooting --- **šŸš€ Enjoy your complete Simplicate integration!** *Server Version: 2.0.0 (Full Implementation)* *Status: Production Ready āœ…*

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