How do I use Centrex MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Centrex MCP Server list contacts with status 'active'" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

Centrex MCP Server

by AllianceGS-Development

Overview Schema Related Servers Score Discussions

JavaScript

Remote

Centrex MCP Server

MCP (Model Context Protocol) server for the Centrex Software CRM & LOS API v1. Gives Claude direct access to contacts, advances, documents, alerts, users, teams, and lender submissions.

Quick Install

Option A — Terminal (Claude Code)

claude mcp add centrex \
  --command node \
  --args "/path/to/centrex-mcp-server/dist/index.js" \
  -e CENTREX_ACCESS_TOKEN=your_token_here

Option B — Manual JSON config

Add to ~/.claude.json (global) or .claude.json in your project:

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here",
        "CENTREX_ACCOUNT_ID": "optional_account_id",
        "CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS": "false"
      }
    }
  }
}

Option C — Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["C:/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

Related MCP server: crm-mcp

Installation & Build

git clone https://github.com/AllianceGS-Development/centrex-mcp-server.git
cd centrex-mcp-server
npm install
npm run build       # compiles TypeScript → dist/

Copy .env.example to .env and fill in your credentials, then point the config to dist/index.js.

Environment Variables

Variable	Required	Description
`CENTREX_ACCESS_TOKEN`	Yes	Bearer token from Centrex → Settings → API
`CENTREX_ACCOUNT_ID`	No	Lock to a specific account/org ID
`CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS`	No	Set `true` to allow DELETE operations (default `false`)

Get your API access token from your Centrex account under Settings → API or contact support@centrexsoftware.com.

Tools Reference

Contacts

`centrex_list_contacts`

Search and list contacts with optional filters.

Parameter	Type	Required	Description
`search`	string	No	Full-text search query
`email`	string	No	Filter by email
`phone`	string	No	Filter by phone number
`status`	string	No	Filter by contact status
`limit`	string	No	Results per page (default 25)
`offset`	string	No	Pagination offset

`centrex_get_contact`

Get a single contact by ID.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID

`centrex_create_contact`

Create a new contact/lead.

Parameter	Type	Required	Description
`first_name`	string	Yes	First name
`last_name`	string	Yes	Last name
`email`	string	No	Email address
`phone`	string	No	Phone number
`business_name`	string	No	Business/company name
`address`	string	No	Street address
`city`	string	No	City
`state`	string	No	State (2-letter)
`zip`	string	No	ZIP code
`status`	string	No	Contact status
`assigned_user_id`	string	No	User to assign this contact to

`centrex_update_contact`

Update an existing contact (partial update).

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID to update
`first_name`	string	No	New first name
`last_name`	string	No	New last name
`email`	string	No	New email
`phone`	string	No	New phone
`business_name`	string	No	New business name
`status`	string	No	New status
`assigned_user_id`	string	No	Reassign to user

`centrex_delete_contact`

Delete a contact. Requires CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID to delete

Contact Notes

`centrex_get_contact_notes`

Get all notes for a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID

`centrex_create_contact_note`

Add a note to a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`note`	string	Yes	Note text
`type`	string	No	Note type/category

Communication

`centrex_send_communication`

Send email or SMS to a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`type`	string	Yes	`email` or `sms`
`message`	string	Yes	Message body
`subject`	string	Cond.	Required for email
`template_id`	string	No	Template ID to use

Advances (Loans)

`centrex_list_advances`

List loan/advance records.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_create_advance`

Create a new loan/advance record.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact this advance belongs to
`amount`	number	Yes	Advance amount
`status`	string	No	Status
`type`	string	No	Advance type
`notes`	string	No	Notes

Documents

`centrex_list_documents`

List documents.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_document`

Get document metadata and download URL.

Parameter	Type	Required	Description
`document_id`	string	Yes	Document ID

Alerts

`centrex_list_alerts`

List alerts/reminders.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_create_alert`

Create an alert/reminder.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`message`	string	Yes	Alert message
`due_date`	string	No	ISO 8601 due date
`assigned_user_id`	string	No	User to assign to
`type`	string	No	Alert type

Users & Teams

`centrex_list_users`

List users/agents.

Parameter	Type	Required	Description
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_user`

Get a user by ID.

Parameter	Type	Required	Description
`user_id`	string	Yes	User ID

`centrex_list_teams`

List teams.

Parameter	Type	Required	Description
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

Lender Submissions

`centrex_list_submissions`

List lender submission records.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_submission`

Get a specific submission.

Parameter	Type	Required	Description
`submission_id`	string	Yes	Submission ID

Generic Escape Hatch

`centrex_request`

Make a raw authenticated request to any Centrex API endpoint not covered by dedicated tools.

Parameter	Type	Required	Description
`method`	string	Yes	`GET`, `POST`, `PUT`, `PATCH`, `DELETE`
`path`	string	Yes	API path starting with `/` (e.g. `/contacts/123/forms`)
`params`	object	No	Query string parameters
`body`	object	No	Request body for POST/PUT/PATCH

Centrex API Endpoint Reference

Resource	Method	Endpoint	Description
Contacts	GET	`/contacts`	List/search contacts
Contacts	POST	`/contacts`	Create contact
Contacts	GET	`/contacts/{id}`	Get contact
Contacts	PUT	`/contacts/{id}`	Update contact
Contacts	DELETE	`/contacts/{id}`	Delete contact
Contact Notes	GET	`/contacts/{id}/notes`	Get notes
Contact Notes	POST	`/contacts/{id}/notes`	Add note
Communication	POST	`/contacts/{id}/communication`	Send email/SMS
Forms	POST	`/contacts/{id}/forms`	Send external form
Advances	GET	`/advances`	List advances
Advances	POST	`/advances`	Create advance
Advances	GET	`/advances/{id}`	Get advance
Advances	PUT	`/advances/{id}`	Update advance
Documents	GET	`/documents`	List documents
Documents	POST	`/documents`	Upload document
Documents	GET	`/documents/{id}`	Get document
Alerts	GET	`/alerts`	List alerts
Alerts	POST	`/alerts`	Create alert
Alerts	PUT	`/alerts/{id}`	Update alert
Alerts	DELETE	`/alerts/{id}`	Delete alert
Users	GET	`/users`	List users
Users	POST	`/users`	Create user
Users	GET	`/users/{id}`	Get user
Users	PUT	`/users/{id}`	Update user
Users	DELETE	`/users/{id}`	Delete user
Users	GET	`/users/preferences`	User preferences
Teams	GET	`/teams`	List teams
Teams	POST	`/teams`	Create team
Teams	GET	`/teams/{id}`	Get team
Teams	PUT	`/teams/{id}`	Update team
Teams	DELETE	`/teams/{id}`	Delete team
Submissions	GET	`/submissions`	List submissions
Submissions	GET	`/submissions/{id}`	Get submission
Submissions	GET	`/submissions/{id}/status`	Submission status
Credit Reports	GET	`/credit-reports`	Credit report data
Webhooks	POST	`/webhooks`	Configure webhooks

Security

Bearer token is never logged or exposed in output
Sensitive fields are redacted from responses
SSRF protection: only api.centrexsoftware.com is reachable
Destructive operations (DELETE) require explicit opt-in via CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true

License

MIT — Alliance Global Solutions 2026

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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