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EspoCRM-MCP

by zaphod-black
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TypeScript
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EspoCRM MCP Server

A comprehensive Model Context Protocol (MCP) server for seamless integration with EspoCRM. This server enables AI assistants to interact with your EspoCRM instance through a standardized interface, providing complete CRUD operations for Contacts, Accounts, Opportunities, Meetings, Users, Tasks, Leads, and advanced system management capabilities.

** NEW: AI Chatbot Integration** - Now includes a complete chatbot interface that embeds directly into your EspoCRM, providing natural language access to all 47 MCP tools!

Features

Core Capabilities

  • Complete CRUD Operations - Create, read, update, and delete entities

  • Multi-Entity Support - Contacts, Accounts, Opportunities, Meetings, Users, Tasks, and Leads

  • Advanced Search & Filtering - Flexible search with date ranges, pagination, and complex filters

  • Task Management - Complete task lifecycle with parent relationships and user assignment

  • Lead Management - Full lead pipeline from creation to conversion

  • Meeting Management - Full calendar integration with attendee management

  • User Management - Comprehensive user search and lookup capabilities

  • Real-time Validation - Zod-based schema validation for all operations

  • Comprehensive Logging - Winston-powered logging with multiple levels

Authentication & Security

  • Multiple Auth Methods - API Key and HMAC authentication support

  • Secure Configuration - Environment-based configuration management

  • Rate Limiting - Built-in rate limiting for API protection

  • Error Handling - Robust error handling with detailed logging

Calendar Integration

  • Meeting Operations - Create, search, update, and manage meetings

  • Attendee Management - Link contacts and users to meetings

  • Date/Time Filtering - Advanced date range search capabilities

  • Google Calendar Sync Compatibility - Designed for calendar synchronization workflows

AI Chatbot Integration

  • Floating Chat Widget - Beautiful, non-intrusive chat bubble interface

  • Natural Language Processing - Chat in plain English to perform CRM operations

  • Real-time Communication - WebSocket-powered instant responses

  • 47 MCP Tools Access - Complete CRM functionality via chat

  • EspoCRM Embedding - Integrates directly into your EspoCRM interface

  • Mobile Responsive - Works seamlessly on all devices

Developer Experience

  • TypeScript - Full TypeScript support with strict typing

  • Docker Support - Containerized deployment ready

  • Comprehensive Testing - Multiple test scripts and validation tools

  • MCP 2024/2025 Compliant - Latest MCP specification support

Related MCP server: opengov-mcp-server

Quick Start

Prerequisites

  • Node.js 18+

  • npm or yarn

  • EspoCRM instance with API access

  • Valid API credentials

Installation

  1. Clone the repository

git clone https://github.com/zaphod-black/EspoMCP.git cd EspoMCP

  1. Install dependencies

npm install

  1. Configure environment

cp .env.example .env # Edit .env with your EspoCRM credentials

  1. Build the project

npm run build

  1. Test the connection

npm run test:config

AI Chatbot Quick Start

Deploy Chatbot Interface

  1. Navigate to chatbot directory

cd chatbot-bridge

  1. Install dependencies

npm install

  1. Configure environment

cp .env.example .env # Edit .env with your EspoCRM settings

  1. Start chatbot server

npm start # Or with Docker: docker-compose up -d

  1. Integrate with EspoCRM Add to your EspoCRM footer template:

<script> window.ESPOCRM_CHAT_SERVER = 'http://your-server:3001'; </script> <script src="http://your-server:3001/socket.io/socket.io.js"></script> <script src="http://your-server:3001/api/widget.js"></script>

  1. Try the Demo Visit http://localhost:3001/widget to see the chatbot in action!

Environment Configuration

Create a .env file with your EspoCRM configuration:

# EspoCRM Configuration ESPOCRM_URL=https://your-espocrm-instance.com ESPOCRM_API_KEY=your-api-key-here ESPOCRM_AUTH_METHOD=apikey # Optional: HMAC Authentication # ESPOCRM_SECRET_KEY=your-secret-key # ESPOCRM_AUTH_METHOD=hmac # Server Configuration (Optional) MCP_TRANSPORT=stdio RATE_LIMIT=100 REQUEST_TIMEOUT=30000 LOG_LEVEL=info

Required Configuration

Variable

Description

Required

Default

ESPOCRM_URL

Your EspoCRM instance URL

Yes

-

ESPOCRM_API_KEY

API key for authentication

Yes

-

ESPOCRM_AUTH_METHOD

Authentication method (

apikey

or

hmac

)

Yes

apikey

ESPOCRM_SECRET_KEY

Secret key for HMAC auth

No

-

MCP_TRANSPORT

MCP transport method

No

stdio

RATE_LIMIT

Requests per minute limit

No

100

REQUEST_TIMEOUT

Request timeout in milliseconds

No

30000

LOG_LEVEL

Logging level

No

info

Available Tools

The MCP server provides 47 comprehensive tools for EspoCRM integration:

Contact Management

  • create_contact - Create new contacts with full field support

  • search_contacts - Search and filter contacts with date range filtering

  • get_contact - Retrieve specific contact by ID

Account Management

  • create_account - Create new company/organization accounts

  • search_accounts - Search and filter accounts with date range filtering

Opportunity Management

  • create_opportunity - Create new sales opportunities

  • search_opportunities - Search opportunities with advanced filters including amount ranges

Meeting Management

  • create_meeting - Create meetings with attendee management and calendar integration

  • search_meetings - Search meetings with date ranges, status, and location filters

  • get_meeting - Retrieve detailed meeting information including attendees

  • update_meeting - Update existing meetings with support for all meeting fields

User Management

  • search_users - Search users by username, email, name, type, and status

  • get_user_by_email - Direct email-based user lookup for calendar sync operations

Task Management

  • create_task - Create tasks with parent entity support (Lead, Account, Contact, Opportunity)

  • search_tasks - Search tasks by assignee, status, priority, parent entity, and due dates

  • get_task - Retrieve detailed task information including relationships

  • update_task - Update task properties including status, priority, and due date

  • assign_task - Assign or reassign tasks to specific users

Lead Management

  • create_lead - Create new leads with full field support and validation

  • search_leads - Search leads by status, source, assignee, and date ranges

  • update_lead - Update lead properties and status

  • convert_lead - Convert leads to contacts, accounts, and/or opportunities

  • assign_lead - Assign or reassign leads to specific users

Team & Role Management

  • add_user_to_team - Add users to teams with optional position assignment

  • remove_user_from_team - Remove users from teams

  • assign_role_to_user - Assign roles to users for permissions management

  • get_user_teams - Get all teams that a user belongs to

  • get_team_members - Get all members of a specific team

  • search_teams - Search teams by name and description

  • get_user_permissions - Get effective permissions for a user based on roles

Generic Entity Operations

  • create_entity - Create records for any entity type (including custom entities)

  • search_entity - Search any entity type with flexible filters and field selection

  • update_entity - Update any entity record by ID with flexible data

  • delete_entity - Delete any entity record by ID

  • get_entity - Get specific entity records with optional field selection

Relationship Management

  • link_entities - Create relationships between any two entity records

  • unlink_entities - Remove relationships between entity records

  • get_entity_relationships - Get all related records for an entity with relationship details

Communication Tools

  • create_call - Create call records with status, direction, and duration tracking

  • search_calls - Search calls by status, direction, contact, and date ranges

  • create_case - Create support cases with priority, type, and account linking

  • search_cases - Search cases by status, priority, type, and assignment

  • add_note - Add notes to any entity record for documentation and follow-up

  • search_notes - Search notes by parent entity, author, and date ranges

  • create_document - Create document records with file attachments and metadata

System Tools

  • health_check - Verify server and EspoCRM connectivity across all entities

Enhanced Search Capabilities

All search tools now support advanced filtering options:

Date Range Filtering

  • createdFrom / createdTo - Filter by creation date range

  • modifiedFrom / modifiedTo - Filter by modification date range

  • dateFrom / dateTo - Filter meetings by date range

Meeting-Specific Filters

  • status - Filter by meeting status (Planned, Held, Not Held)

  • location - Filter by meeting location

  • assignedUserName - Filter by assigned user

User-Specific Filters

  • userName - Search by username

  • emailAddress - Search by email address

  • firstName / lastName - Search by name components

  • isActive - Filter by active status

  • type - Filter by user type (admin, regular, portal, api)

Usage Examples

Task Management

// Create a task assigned to a user with parent relationship await client.callTool('create_task', { name: 'Follow up on lead discussion', assignedUserId: 'user123', parentType: 'Lead', parentId: 'lead456', priority: 'High', status: 'Not Started', dateEnd: '2025-08-15', description: 'Contact lead about pricing questions' }); // Search tasks by assignee and status await client.callTool('search_tasks', { assignedUserId: 'user123', status: 'Started', priority: 'High', dueDateFrom: '2025-08-01', dueDateTo: '2025-08-31' }); // Assign task to different user await client.callTool('assign_task', { taskId: 'task789', assignedUserId: 'user456' });

Lead Management

// Create a new lead await client.callTool('create_lead', { firstName: 'John', lastName: 'Smith', emailAddress: 'john.smith@example.com', accountName: 'Smith Industries', source: 'Web Site', status: 'New', assignedUserId: 'user123', description: 'Interested in enterprise solution' }); // Search leads by status and source await client.callTool('search_leads', { status: 'In Process', source: 'Web Site', assignedUserName: 'Sales Rep', createdFrom: '2025-08-01', limit: 20 }); // Convert lead to contact and account await client.callTool('convert_lead', { leadId: 'lead123', createContact: true, createAccount: true, createOpportunity: true, opportunityName: 'Smith Industries - Enterprise Deal', opportunityAmount: 50000 });

Team & Role Management

// Add user to team with position await client.callTool('add_user_to_team', { userId: 'user123', teamId: 'sales-team', position: 'Sales Manager' }); // Get all members of a team await client.callTool('get_team_members', { teamId: 'sales-team', limit: 50 }); // Assign role to user for permissions await client.callTool('assign_role_to_user', { userId: 'user123', roleId: 'manager-role' }); // Search teams by criteria await client.callTool('search_teams', { name: 'Sales', description: 'revenue' }); // Get user's effective permissions await client.callTool('get_user_permissions', { userId: 'user123' });

Generic Entity Operations

// Create any entity type (including custom entities) await client.callTool('create_entity', { entityType: 'CustomProduct', data: { name: 'Premium Widget', price: 199.99, category: 'Electronics', inStock: true } }); // Search any entity with flexible filters await client.callTool('search_entity', { entityType: 'CustomOrder', filters: { status: 'pending', totalAmount: 1000, customerType: 'enterprise' }, select: ['id', 'orderNumber', 'customerName', 'totalAmount'], orderBy: 'createdAt', order: 'desc' }); // Update any entity record await client.callTool('update_entity', { entityType: 'CustomProduct', entityId: 'prod123', data: { price: 179.99, inStock: false, lastModified: '2025-07-20T10:30:00Z' } }); // Delete any entity record await client.callTool('delete_entity', { entityType: 'CustomProduct', entityId: 'prod123' }); // Get specific entity with field selection await client.callTool('get_entity', { entityType: 'CustomOrder', entityId: 'order456', select: ['orderNumber', 'customerName', 'items', 'totalAmount'] });

Relationship Management

// Link entities together (e.g., link contact to account) await client.callTool('link_entities', { entityType: 'Contact', entityId: 'contact123', relatedEntityType: 'Account', relatedEntityId: 'account456', relationshipName: 'accounts' }); // Get all relationships for an entity await client.callTool('get_entity_relationships', { entityType: 'Contact', entityId: 'contact123', relationshipName: 'opportunities' }); // Remove relationship between entities await client.callTool('unlink_entities', { entityType: 'Contact', entityId: 'contact123', relatedEntityType: 'Account', relatedEntityId: 'account456', relationshipName: 'accounts' });

Communication Tools

// Create a call record await client.callTool('create_call', { name: 'Follow-up call with John Smith', status: 'Held', direction: 'Outbound', duration: 1800, // 30 minutes in seconds parentType: 'Contact', parentId: 'contact123', description: 'Discussed pricing options and next steps' }); // Search calls by criteria await client.callTool('search_calls', { status: 'Held', direction: 'Outbound', dateFrom: '2025-07-01', dateTo: '2025-07-31', limit: 20 }); // Create a support case await client.callTool('create_case', { name: 'Login Issues', status: 'New', priority: 'High', type: 'Technical', accountId: 'account123', description: 'Customer unable to login to portal' }); // Add a note to any entity await client.callTool('add_note', { parentType: 'Lead', parentId: 'lead123', post: 'Customer expressed interest in enterprise features. Schedule demo next week.', data: { isInternal: false } }); // Search notes by parent entity await client.callTool('search_notes', { parentType: 'Lead', parentId: 'lead123', createdFrom: '2025-07-01', limit: 10 });

AI Chatbot Usage

The embedded chatbot understands natural language and can perform any CRM operation:

// Natural language examples users can type: "Create a contact named Sarah Johnson with email sarah@techcorp.com" "Find all accounts in the software industry" "Show me opportunities over $50,000" "Create a task to follow up with lead John Smith" "Schedule a meeting for tomorrow at 2 PM" "What's the system health status?" "Link contact ID 123 to account TechCorp" "Add a note to case #456 saying 'Customer satisfied with resolution'"

Meeting Management

// Create a meeting with attendees await client.callTool('create_meeting', { name: 'Project Kickoff Meeting', dateStart: '2025-08-01T10:00:00', dateEnd: '2025-08-01T11:00:00', location: 'Conference Room A', description: 'Initial project planning session', status: 'Planned', contactsIds: ['contact123', 'contact456'], usersIds: ['user789'] }); // Search meetings by date range await client.callTool('search_meetings', { dateFrom: '2025-08-01', dateTo: '2025-08-31', status: 'Planned', limit: 20 });

User Management

// Find user by email await client.callTool('get_user_by_email', { emailAddress: 'john.doe@company.com' }); // Search active users await client.callTool('search_users', { isActive: true, type: 'regular', limit: 50 });

Advanced Contact Search with Date Filtering

// Search contacts created in the last week await client.callTool('search_contacts', { searchTerm: 'manager', createdFrom: '2025-07-13', createdTo: '2025-07-20', limit: 10 });

Calendar Integration Workflow

// Complete workflow for calendar sync const meetings = await client.callTool('search_meetings', { dateFrom: '2025-08-01', dateTo: '2025-08-31' }); const user = await client.callTool('get_user_by_email', { emailAddress: 'calendar@company.com' }); const newMeeting = await client.callTool('create_meeting', { name: 'Synced from Google Calendar', dateStart: '2025-08-15T14:00:00', dateEnd: '2025-08-15T15:00:00', googleEventId: 'google_event_123' });

Testing

Automated Testing

The project includes comprehensive testing tools:

# Test configuration and connectivity npm run test:config # Test MCP client functionality npm run test:client # Run unit tests npm test

Manual Testing Scripts

Connection Testing

node test-connection.js

Tests basic connectivity, API endpoints, and authentication.

Enhanced Tools Testing

node test-enhanced-tools.js

Comprehensive test of all enhanced features including meetings and users.

Random Contact Generation

node create-random-contact.js

Creates a random test contact to verify CRUD operations.

Development

Project Structure

EspoMCP/ ├── src/ # Source code │ ├── config/ # Configuration management │ ├── espocrm/ # EspoCRM API client and types │ │ ├── client.ts # HTTP client with authentication │ │ └── types.ts # TypeScript interfaces for all entities │ ├── tools/ # MCP tool implementations │ ├── utils/ # Utility functions and formatting │ │ ├── errors.ts # Error handling utilities │ │ ├── formatting.ts # Entity formatting functions │ │ ├── logger.ts # Winston logger configuration │ │ └── validation.ts # Zod schema validation │ └── index.ts # Main server entry point ├── tests/ # Test files ├── build/ # Compiled JavaScript ├── logs/ # Application logs └── docs/ # Documentation

Key Components

MCP Server (src/index.ts)

Main server implementation with environment loading, graceful shutdown handling, and MCP protocol compliance.

EspoCRM Client (src/espocrm/client.ts)

HTTP client with authentication, error handling, logging, and comprehensive CRUD operations.

Entity Types (src/espocrm/types.ts)

Complete TypeScript interfaces for Contact, Account, Opportunity, Meeting, User, and related entities.

Tool Registry (src/tools/index.ts)

Central registry for all MCP tools with proper type safety, validation, and error handling.

Formatting Utilities (src/utils/formatting.ts)

Professional formatting functions for all entity types with consistent output formatting.

Development Workflow

  1. Make changes to source files in src/

  2. Build the project with npm run build

  3. Test changes with npm run test:config

  4. Test enhanced features with npm run test:client

  5. Lint code with npm run lint

Docker Deployment

Build and Run with Docker

# Build the Docker image npm run docker:build # Run with environment file npm run docker:run

Docker Compose

version: '3.8' services: espocrm-mcp: build: . environment: - ESPOCRM_URL=${ESPOCRM_URL} - ESPOCRM_API_KEY=${ESPOCRM_API_KEY} - ESPOCRM_AUTH_METHOD=apikey - MCP_TRANSPORT=stdio - RATE_LIMIT=100 - LOG_LEVEL=info volumes: - ./logs:/app/logs restart: unless-stopped

Calendar Sync Integration

This MCP server is specifically designed to work seamlessly with calendar synchronization systems:

Google Calendar Sync Compatibility

  • Meeting entities include googleEventId field for sync tracking

  • User lookup by email for attendee management

  • Date range filtering for efficient sync operations

  • Attendee linking through contactsIds and usersIds

Sync Prevention Features

  • Comprehensive entity tracking to prevent duplicate creation

  • Support for external system identifiers

  • Robust error handling for sync operations

Workflow Integration

// Typical calendar sync workflow const existingMeetings = await client.callTool('search_meetings', { dateFrom: syncStartDate, dateTo: syncEndDate }); const user = await client.callTool('get_user_by_email', { emailAddress: assignedUserEmail }); // Create meetings from external calendar for (const externalEvent of externalEvents) { await client.callTool('create_meeting', { name: externalEvent.title, dateStart: externalEvent.start, dateEnd: externalEvent.end, googleEventId: externalEvent.id, description: externalEvent.description }); }

Troubleshooting

Common Issues

Connection Failures

# Test basic connectivity node test-connection.js # Check environment variables npm run test:config # Test specific endpoints curl -H "X-Api-Key: YOUR_API_KEY" http://your-espocrm.com/api/v1/App/user

Authentication Issues

  • Verify API key is correct and active

  • Check user permissions in EspoCRM

  • Ensure API access is enabled for the user

  • Verify the correct API endpoint format

Meeting Creation Issues

  • Ensure required fields (name, dateStart, dateEnd) are provided

  • Verify date format is ISO 8601 (YYYY-MM-DDTHH:mm:ss)

  • Check user permissions for meeting creation

  • Validate contact and user IDs exist before linking

User Search Issues

  • Verify user has permission to access User entity

  • Check if users exist in the system

  • Ensure email addresses are correctly formatted

Debug Mode

Enable debug logging:

LOG_LEVEL=debug

View detailed logs:

tail -f logs/espocrm-mcp.log

Connection Diagnostics

Test specific API endpoints:

# Test user endpoint curl -H "X-Api-Key: YOUR_KEY" http://your-espocrm.com/api/v1/App/user # Test meeting search curl -H "X-Api-Key: YOUR_KEY" "http://your-espocrm.com/api/v1/Meeting?maxSize=1" # Test user search curl -H "X-Api-Key: YOUR_KEY" "http://your-espocrm.com/api/v1/User?maxSize=1"

API Reference

Tool Schemas

All tools use Zod schemas for validation. Key schemas include:

Contact Schema

{ firstName: string, lastName: string, emailAddress?: string, phoneNumber?: string, title?: string, department?: string, accountId?: string, description?: string }

Meeting Schema

{ name: string, dateStart: string, // ISO 8601 format dateEnd: string, // ISO 8601 format location?: string, description?: string, status?: 'Planned' | 'Held' | 'Not Held', parentType?: string, parentId?: string, contactsIds?: string[], // Array of contact IDs usersIds?: string[], // Array of user IDs googleEventId?: string // For calendar sync }

User Schema

{ userName: string, firstName?: string, lastName?: string, emailAddress?: string, phoneNumber?: string, isActive?: boolean, type?: 'admin' | 'regular' | 'portal' | 'api' }

Task Schema

{ name: string, assignedUserId?: string, parentType?: 'Lead' | 'Account' | 'Contact' | 'Opportunity', parentId?: string, status?: 'Not Started' | 'Started' | 'Completed' | 'Canceled' | 'Deferred', priority?: 'Low' | 'Normal' | 'High' | 'Urgent', dateEnd?: string, // Due date in YYYY-MM-DD format description?: string }

Lead Schema

{ firstName: string, lastName: string, emailAddress?: string, phoneNumber?: string, accountName?: string, // Company name website?: string, status?: 'New' | 'Assigned' | 'In Process' | 'Converted' | 'Recycled' | 'Dead', source: 'Call' | 'Email' | 'Existing Customer' | 'Partner' | 'Public Relations' | 'Web Site' | 'Campaign' | 'Other', industry?: string, assignedUserId?: string, description?: string }

Team Schema

{ name: string, description?: string, positionList?: string[], // Available positions in the team }

Generic Entity Schema

{ entityType: string, // Entity type name (e.g., 'Contact', 'CustomProduct') data: { // Flexible key-value pairs [key: string]: any }, // Optional for search/get operations filters?: { [field: string]: any }, select?: string[], // Fields to retrieve orderBy?: string, order?: 'asc' | 'desc' }

Call Schema

{ name: string, status?: 'Planned' | 'Held' | 'Not Held', direction?: 'Inbound' | 'Outbound', duration?: number, // Duration in seconds parentType?: string, // Related entity type parentId?: string, // Related entity ID assignedUserId?: string, description?: string }

Case Schema

{ name: string, status?: 'New' | 'Assigned' | 'Pending' | 'Closed' | 'Rejected' | 'Duplicate', priority?: 'Low' | 'Normal' | 'High' | 'Urgent', type?: string, // Case type accountId?: string, // Related account contactId?: string, // Related contact assignedUserId?: string, description?: string }

Note Schema

{ parentType: string, // Entity type the note is attached to parentId: string, // Entity ID the note is attached to post: string, // Note content data?: { // Additional note data isInternal?: boolean, // Internal note flag [key: string]: any } }

Relationship Schema

{ entityType: string, // Source entity type entityId: string, // Source entity ID relatedEntityType: string, // Target entity type relatedEntityId: string, // Target entity ID relationshipName: string // Relationship field name }

Team Management Operations

// Add user to team { userId: string, teamId: string, position?: string // Optional position within team } // Role assignment { userId: string, roleId: string }

Search Parameters

{ searchTerm?: string, limit?: number, // Default: 20, Max: 200 offset?: number, // Default: 0 createdFrom?: string, // YYYY-MM-DD format createdTo?: string, // YYYY-MM-DD format modifiedFrom?: string, // YYYY-MM-DD format modifiedTo?: string, // YYYY-MM-DD format // Entity-specific filters... }

Response Formats

Standard List Response

{ "total": 150, "list": [ { "id": "entity123", "name": "Entity Name", "createdAt": "2025-07-20T10:30:00Z", "modifiedAt": "2025-07-20T15:45:00Z" } ] }

Meeting Response

{ "id": "meeting123", "name": "Project Meeting", "status": "Planned", "dateStart": "2025-08-01T10:00:00Z", "dateEnd": "2025-08-01T11:00:00Z", "location": "Conference Room A", "assignedUserName": "John Doe", "contacts": ["contact1", "contact2"], "googleEventId": "google_event_123" }

Performance Considerations

Pagination

  • Default limit: 20 results

  • Maximum limit: 200 results

  • Use offset for pagination through large datasets

Rate Limiting

  • Default: 100 requests per minute

  • Configurable via RATE_LIMIT environment variable

  • Implements exponential backoff for rate limit handling

Caching

  • No built-in caching (recommended to implement at application level)

  • EspoCRM API responses are not cached to ensure data freshness

Bulk Operations

  • Individual entity operations only

  • For bulk operations, iterate through arrays at the application level

  • Consider rate limiting when processing large datasets

Security Best Practices

API Key Management

  • Store API keys in environment variables only

  • Rotate API keys regularly

  • Use dedicated API users with minimal required permissions

  • Monitor API usage logs

Network Security

  • Use HTTPS for all EspoCRM connections

  • Consider VPN or private networks for sensitive data

  • Implement IP whitelisting if supported by your EspoCRM instance

Data Validation

  • All inputs are validated using Zod schemas

  • Sanitization is applied to prevent injection attacks

  • Error messages do not expose sensitive system information

Contributing

  1. Fork the repository

  2. Create a feature branch (git checkout -b feature/enhanced-search)

  3. Commit your changes (git commit -m 'Add enhanced search capabilities')

  4. Push to the branch (git push origin feature/enhanced-search)

  5. Open a Pull Request

Development Guidelines

  • Follow TypeScript best practices with strict typing

  • Add comprehensive tests for new functionality

  • Update documentation for any new features

  • Ensure all tests pass before submitting

  • Follow existing code formatting and structure

  • Add appropriate error handling and logging

Testing Requirements

  • Unit tests for new functionality

  • Integration tests with mock EspoCRM responses

  • Manual testing with real EspoCRM instances

  • Documentation updates for new features

License

This project is licensed under the MIT License - see the LICENSE file for details.

Support

Changelog

Version 2.0.0 - AI Chatbot Integration 🤖

  • Complete Chatbot Interface: Floating chat bubble that embeds in EspoCRM

  • Natural Language Processing: Chat in plain English to perform CRM operations

  • WebSocket Communication: Real-time bidirectional communication

  • 47 MCP Tools Access: Full CRM functionality via conversational interface

  • Security & Rate Limiting: Production-ready security with input validation

  • Docker Deployment: Containerized chatbot server alongside MCP server

  • Mobile Responsive: Beautiful interface that works on all devices

  • EspoCRM Integration: Simple 3-line integration with existing EspoCRM instances

  • AI-Powered: Optional OpenAI integration for advanced natural language understanding

  • Production Testing: Comprehensive test suite and demo interface

Version 1.5.0 - Phase 3 Complete Communication & Relationship Management

  • Relationship Management: 3 new tools for linking/unlinking entities and managing relationships

  • Communication Tools: 7 new tools for calls, cases, notes, and document management

  • Entity Relationship Operations: Link/unlink any entities, get relationship details

  • Call Management: Create and search call records with duration and direction tracking

  • Case Management: Create and search support cases with priority and type categorization

  • Note System: Add notes to any entity with internal/external visibility control

  • Document Management: Create document records with file attachment support

  • Advanced Formatting: Added specialized formatting for calls, cases, and notes

  • Tool Count: Expanded from 39 to 47 comprehensive tools (+8 new tools)

Version 1.4.0 - Phase 2 Complete Enterprise Solution

  • Team & Role Management: 7 new tools for complete user/team/role administration

  • Generic Entity Operations: 5 new tools for manipulating any EspoCRM entity (including custom entities)

  • Team Administration: Add/remove users from teams, assign positions, get team members

  • Role Assignment: Assign roles to users and get effective permissions

  • Universal Entity Support: Create, read, update, delete, and search any entity type

  • Custom Entity Support: Full support for custom EspoCRM entities and fields

  • Enhanced Type Safety: Added Team, Role, and GenericEntity TypeScript interfaces

  • Tool Count: Expanded from 27 to 39 comprehensive tools (+12 new tools)

Version 1.3.0 - Phase 1 Expansion

  • Task Management: Complete task lifecycle with 5 new tools (create, search, get, update, assign)

  • Lead Management: Full lead pipeline with 5 new tools (create, search, update, convert, assign)

  • Parent Relationships: Tasks can be linked to Leads, Accounts, Contacts, or Opportunities

  • Lead Conversion: Convert leads to contacts, accounts, and opportunities in one operation

  • Advanced Task Features: Priority levels, due dates, status tracking, and user assignment

  • Expanded Search: Task and lead search with comprehensive filtering options

  • Type Safety: Enhanced TypeScript interfaces for all new entities

  • Tool Count: Expanded from 17 to 27 comprehensive tools

Version 1.2.0

  • Enhanced Meeting Management: Complete CRUD operations for meetings

  • User Management: Search and lookup functionality for users

  • Advanced Date Filtering: Date range support for all search operations

  • Calendar Sync Compatibility: Google Calendar integration support

  • Improved Error Handling: Better error messages and debugging

  • Connection Fix: Resolved API endpoint compatibility issues

Version 1.1.0

  • Extended Entity Support: Added comprehensive type definitions

  • Enhanced Search: Advanced filtering capabilities

  • Performance Improvements: Optimized API client and error handling

Version 1.0.0

  • Initial release with full MCP 2024/2025 support

  • Complete CRUD operations for Contacts, Accounts, Opportunities

  • Docker support and comprehensive testing

  • Multiple authentication methods

  • Production-ready logging and error handling

Enterprise-grade EspoCRM integration for modern AI applications

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