FluentCRM MCP Server

# 🚀 FluentCRM MCP Server **MCP Server for FluentCRM** - manage your entire marketing automation directly from Cursor! --- ## 📋 Table of Contents - [What is MCP Server?](#what-is-mcp-server) - [Requirements](#requirements) - [Installation](#installation) - [Configuration](#configuration) - [Usage](#usage) - [Available Tools](#available-tools) - [Examples](#examples) - [Troubleshooting](#troubleshooting) --- ## What is MCP Server? **MCP** (Model Context Protocol) is a new standard from Anthropic that allows AI models (including Claude in Cursor) to connect to external systems. This MCP Server allows you to: ✅ **Manage tags** - create, delete, assign to contacts ✅ **Edit lists** - create lists, add/remove contacts ✅ **Create campaigns** - send emails to user segments ✅ **Automations** - manage funnels (automations) ✅ **Webhooks** - configure webhooks to FluentCRM ✅ **Reports** - fetch statistics and metrics ✅ **Smart Links** - manage smart links (when API becomes available) Everything directly from Cursor, in conversation with Claude! --- ## Requirements - ✅ Node.js 18+ - ✅ npm or yarn - ✅ Access to FluentCRM API (your WordPress domain) - ✅ Cursor with MCP support - ✅ API Key from FluentCRM (generate in Settings → Rest API) --- ## Installation ### Step 1: Clone repository or copy files ```bash cd /path/to/your/fluentcrm-mcp-server ``` ### Step 2: Install dependencies ```bash npm install ``` ### Step 3: Build TypeScript ```bash npm run build ``` You should see: ``` ✅ dist/fluentcrm-mcp-server.js (compiled) ``` ### Step 4: Test connection ```bash export FLUENTCRM_API_USERNAME="your_username" export FLUENTCRM_API_PASSWORD="your_password" npm start ``` You should see: ``` 🚀 FluentCRM MCP Server running on stdio 📡 API URL: https://your-domain.com/wp-json/fluent-crm/v2 👤 Username: your_username ``` Press `CTRL+C` to stop. --- ## Configuration ### 1. Get API Credentials from FluentCRM Step by step: 1. Log in to WordPress: `https://your-domain.com/wp-admin` 2. Go to: **FluentCRM → Settings → Managers** 3. Click **Add New Manager** 4. Enter: - Name: `MCP Server` (or something else) - Role: `Subscriber` (sufficient) - Permissions: Check all FluentCRM permissions 5. Click **Save Manager** 6. Go to: **FluentCRM → Settings → Rest API** 7. Click **Create New Key** 8. Select the manager you just created 9. Click **Confirm** 10. Copy: - **Username** (API_USERNAME) - **Application Password** (API_PASSWORD) ### 2. Set environment variables **Option A: Edit `.env` file** ```bash # .env FLUENTCRM_API_USERNAME=your_api_username FLUENTCRM_API_PASSWORD=your_api_password FLUENTCRM_API_URL=https://your-domain.com/wp-json/fluent-crm/v2 ``` **Option B: Export from terminal** ```bash export FLUENTCRM_API_USERNAME="your_api_username" export FLUENTCRM_API_PASSWORD="your_api_password" ``` ### 3. Cursor Configuration (MCP) 1. Open Cursor 2. Press `Cmd+Shift+P` (macOS) or `Ctrl+Shift+P` (Windows/Linux) 3. Search for: "MCP settings" or "Preferences: Open MCP Settings" 4. Edit configuration file: ```json { "mcpServers": { "fluentcrm": { "command": "node", "args": [ "/path/to/your/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js" ], "env": { "FLUENTCRM_API_USERNAME": "your_api_username", "FLUENTCRM_API_PASSWORD": "your_api_password", "FLUENTCRM_API_URL": "https://your-domain.com/wp-json/fluent-crm/v2" } } } } ``` 5. Save and restart Cursor --- ## Usage After configuration, open chat in Cursor and start asking questions! ### Simple questions: ``` Show me all tags in FluentCRM ``` Claude will automatically use the MCP Server and return a list of tags. --- ## Available Tools ### 👤 CONTACTS (Subscribers) - `fluentcrm_list_contacts` - Get list of contacts - `fluentcrm_get_contact` - Get contact details - `fluentcrm_find_contact_by_email` - Search by email - `fluentcrm_create_contact` - Create new contact - `fluentcrm_update_contact` - Update contact - `fluentcrm_delete_contact` - Delete contact ### 🏷️ TAGS - `fluentcrm_list_tags` - Get all tags - `fluentcrm_create_tag` - Create new tag - `fluentcrm_delete_tag` - Delete tag - `fluentcrm_attach_tag_to_contact` - Assign tag to contact - `fluentcrm_detach_tag_from_contact` - Remove tag from contact ### 📋 LISTS - `fluentcrm_list_lists` - Get all lists - `fluentcrm_create_list` - Create new list - `fluentcrm_delete_list` - Delete list - `fluentcrm_attach_contact_to_list` - Add contact to list - `fluentcrm_detach_contact_from_list` - Remove contact from list ### 📧 CAMPAIGNS - `fluentcrm_list_campaigns` - Get campaigns - `fluentcrm_create_campaign` - Create campaign - `fluentcrm_pause_campaign` - Pause campaign - `fluentcrm_resume_campaign` - Resume campaign - `fluentcrm_delete_campaign` - Delete campaign ### 📨 EMAIL TEMPLATES - `fluentcrm_list_email_templates` - Get templates - `fluentcrm_create_email_template` - Create template ### 🤖 AUTOMATIONS - `fluentcrm_list_automations` - Get automations (funnels) - `fluentcrm_create_automation` - Create automation ### 🔗 WEBHOOKS - `fluentcrm_list_webhooks` - Get webhooks - `fluentcrm_create_webhook` - Create webhook ### 📊 REPORTS - `fluentcrm_dashboard_stats` - Dashboard statistics - `fluentcrm_custom_fields` - Custom fields --- ## Examples ### Example 1: Show all tags **In Cursor:** ``` Show me all tags in FluentCRM ``` **Claude will return:** ``` ✅ Fetching tags from FluentCRM... Found the following tags: 1. registered (ID: 1) 2. webinar-jit (ID: 2) 3. progress-75 (ID: 3) 4. participated (ID: 4) ... and 47 more ``` ### Example 2: Create new tag **In Cursor:** ``` Create tag "hot-lead" with description "People who watched 75%+ and are interested" ``` **Claude automatically:** 1. Uses `fluentcrm_create_tag` tool 2. Returns confirmation ### Example 3: Assign tag to contact **In Cursor:** ``` Assign tag "progress-75" to contact with email "jan@example.com" ``` **Claude:** 1. Finds contact by email 2. Assigns tag 3. Returns confirmation ### Example 4: Create list **In Cursor:** ``` Create new list "Hot-leads" with description "Participants who watched 75%+ of webinar" ``` **Claude creates the list** ### Example 5: Add contact to list **In Cursor:** ``` Add all contacts with tag "progress-75" to list "Hot-leads" ``` --- ## Troubleshooting ### ❌ Error: "Authorization failed" **Cause**: Wrong API Username or Password **Solution:** 1. Go to FluentCRM → Settings → Rest API 2. Check if API Key is active 3. Copy credentials again 4. Update `.env` file ### ❌ Error: "Connection refused" **Cause**: FluentCRM API unavailable **Solution:** 1. Check if your WordPress domain is accessible 2. Ping: `ping your-domain.com` 3. Check if WordPress is running ### ❌ MCP Server won't start **Cause**: Missing dependencies **Solution:** ```bash npm install npm run build ``` ### ❌ Cursor can't see MCP Server **Cause**: Wrong file path or missing API credentials **Solution:** 1. Check path in MCP configuration (`~/.cursor/settings.json`) 2. Check if file `dist/fluentcrm-mcp-server.js` exists 3. Restart Cursor 4. Check logs: `cat ~/.cursor/logs.txt` --- ## API Reference FluentCRM API Documentation: [https://rest-api.fluentcrm.com/#introduction](https://rest-api.fluentcrm.com/#introduction) --- ## Security ⚠️ **IMPORTANT:** - ❌ **NEVER** commit `.env` with real credentials to git - ❌ **NEVER** share API keys publicly - ✅ Use environment variables instead of hardcoding - ✅ Regularly rotate API keys --- ## Update To update MCP Server: ```bash cd fluentcrm-mcp-server git pull # or download latest version manually npm install npm run build ``` Restart Cursor. --- ## Support If you encounter problems: 1. Check the [Troubleshooting](#troubleshooting) section 2. Check FluentCRM logs: FluentCRM → Logs 3. Check Cursor logs: `~/.cursor/logs.txt` 4. Contact support --- ## License MIT --- ## Author **Miłosz Zając** 🌐 [www.netfly.pl](https://www.netfly.pl) **Date**: 2025-01-20 **Version**: 1.0.0 --- Made with ❤️ by Miłosz Zając