Centrex MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| CENTREX_ACCOUNT_ID | No | Lock to a specific account/org ID | |
| CENTREX_ACCESS_TOKEN | Yes | Bearer token from Centrex → Settings → API | |
| CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS | No | Set true to allow DELETE operations (default false) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| centrex_list_contactsB | Search and list contacts in Centrex CRM. Supports filtering by name, email, phone, status, and more. |
| centrex_get_contactA | Get a single contact by ID including all CRM fields, notes, and metadata. |
| centrex_create_contactB | Create a new contact/lead in Centrex CRM. |
| centrex_update_contactC | Update an existing contact in Centrex CRM. Only provided fields are updated. |
| centrex_delete_contactA | Delete a contact from Centrex CRM. Requires CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true. |
| centrex_get_contact_notesB | Get all notes for a contact. |
| centrex_create_contact_noteB | Add a note to a contact record. |
| centrex_send_communicationC | Send an email or SMS to a contact. |
| centrex_list_advancesB | List all loan/advance records in Centrex. |
| centrex_create_advanceC | Create a new loan/advance record in Centrex. |
| centrex_list_documentsC | List documents in Centrex, optionally filtered by contact. |
| centrex_get_documentB | Get metadata and download URL for a specific document. |
| centrex_list_alertsC | List alerts/notifications in Centrex. |
| centrex_create_alertB | Create a new alert/reminder in Centrex. |
| centrex_list_usersB | List users/agents in the Centrex account. |
| centrex_get_userA | Get a specific user by ID. |
| centrex_list_teamsB | List teams in the Centrex account. |
| centrex_list_submissionsB | List lender submission records in Centrex. |
| centrex_get_submissionB | Get details and status of a specific lender submission. |
| centrex_requestA | Make a raw authenticated request to any Centrex API endpoint. Use this for endpoints not covered by dedicated tools. DELETE and destructive POST paths require CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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