Volkern MCP Server (v2.0.0)

MCP (Model Context Protocol) server to integrate Volkern CRM with AI agents like Claude, GPT, and other MCP-compatible clients.

What's New in v2.0.0 - Full Sales Cycle

New Modules

• Contacts: Full CRUD for contacts (individuals and companies)

• Deals/Pipeline: Create and list deals from the sales pipeline

• Quotes: Create quotes from catalog items with prices, discounts, and taxes

• Sales Orders: List, query, and convert quotes into sales orders

• Contracts: Convert accepted quotes into contracts with payment terms

Full Sales Flow via MCP

1. volkern_create_lead → Capture lead

2. volkern_create_deal → Open opportunity in pipeline

3. volkern_create_cotizacion → Generate quote from catalog

4. volkern_create_orden_from_cotizacion → Convert to sales order

5. volkern_create_contrato_from_cotizacion → Formalize contract

Enhanced Catalog (v1.1.0)

• Custom fields: Dynamic attributes per item (m², rooms, language, etc.)

• Multi-level categories: Hierarchical organization (Real Estate > Office > Luxury)

• Labels: Tags for quick filtering (vip, opportunity, new)

• Multimedia gallery: Images, video tours, technical documents, 360° tours

• Flexible pricing: One-time, recurring, or hourly with volume discounts

Related MCP server: Customer Support MCP Server

Installation

Option 1: Global installation via NPM (Recommended)

npm install -g volkern-mcp-server

Option 2: Using npx (no installation)

npx volkern-mcp-server

Option 3: From source code

git clone https://github.com/volkern/mcp-server.git
cd mcp-server
npm install
npm run build

Configuration

The server requires the following environment variables:

export VOLKERN_API_KEY="tu_api_key_aqui"
export VOLKERN_API_URL="https://volkern.app/api"  # Opcional, usa este valor por defecto

Usage with Claude Desktop

Add the following configuration to your claude_desktop_config.json file:

If you installed via NPM (Recommended)

{
  "mcpServers": {
    "volkern": {
      "command": "volkern-mcp",
      "env": {
        "VOLKERN_API_KEY": "tu_api_key_aqui"
      }
    }
  }
}

If you use npx

{
  "mcpServers": {
    "volkern": {
      "command": "npx",
      "args": ["volkern-mcp-server"],
      "env": {
        "VOLKERN_API_KEY": "tu_api_key_aqui"
      }
    }
  }
}

If you installed from source code

macOS/Linux:

{
  "mcpServers": {
    "volkern": {
      "command": "node",
      "args": ["/ruta/a/volkern-mcp-server/dist/index.js"],
      "env": {
        "VOLKERN_API_KEY": "tu_api_key_aqui"
      }
    }
  }
}

Windows:

{
  "mcpServers": {
    "volkern": {
      "command": "node",
      "args": ["C:\\ruta\\a\\volkern-mcp-server\\dist\\index.js"],
      "env": {
        "VOLKERN_API_KEY": "tu_api_key_aqui"
      }
    }
  }
}

Available Tools (35 tools)

Contacts

Lead Management

Appointments

Services

Tasks

Messaging

Interactions

Notes

Deals / Pipeline

Quotes

Sales Orders

Contracts

Usage Examples

Create a lead and schedule an appointment

Usuario: Crea un lead para Juan Pérez, email juan@example.com, y agenda una cita para mañana a las 10am

Agente:
1. volkern_create_lead(nombre: "Juan Pérez", email: "juan@example.com")
2. volkern_check_disponibilidad(fecha: "2026-02-09")
3. volkern_create_cita(leadId: "...", fechaHora: "2026-02-09T10:00:00Z", titulo: "Reunión inicial")

Check availability

Usuario: ¿Qué horarios hay disponibles para el lunes?

Agente:
1. volkern_check_disponibilidad(fecha: "2026-02-10")

Create follow-up task

Usuario: Crea un recordatorio para llamar a Juan mañana

Agente:
1. volkern_list_leads(search: "Juan")
2. volkern_create_task(leadId: "...", tipo: "llamada", titulo: "Llamar a Juan", fechaVencimiento: "2026-02-09T09:00:00Z")

Development

# Ejecutar en modo desarrollo
npm run dev

# Compilar
npm run build

# Ejecutar compilado
npm start

Troubleshooting

Error: VOLKERN_API_KEY not set

Make sure to set the environment variable before starting the server.

Error 401: Unauthorized

Verify that your API key has the necessary permissions in Volkern (Settings → API Keys).

Error 409: Schedule conflict

The requested slot is already taken. Check availability with volkern_check_disponibilidad.

License

MIT