Qorenext CRM MCP

Company hierarchy analysis and address verification — via MCP

Qorenext CRM MCP is a Model Context Protocol server that enables Claude and other AI clients to perform company hierarchy analysis and address verification directly in chat.

Prerequisites:

• Node.js and npm installed (npm is used to install the connector package).
• A QoreNext CRM api key.
• An active product subscription is required to use Qore MCP.
• Administrator or standard access to edit files in your user profile.

Related MCP server: ENTIA Entity Verification

Get your API key

Sign up at https://qorenext-app.azurewebsites.net/signup to get your QORENEXT_API_KEY.

Steps to get your API Key

1. Sign up at https://qorenext-app.azurewebsites.net/signup.

2. Select the CRM On-Demand Data Quality & Enrichment product.

3. Buy your plan - An active product subscription is required to use Qore MCP.

4. Open Profile → APIs.

5. Click Generate API Key.

6. Give your API key a name and click Create.

7. Copy the API key for use in Claude.

How To Connect:

A) Claude Code

claude mcp add --transport http qorenext-mcp \
  "https://mcp.qorenext.com/crm" \
  --header "X-API-Key: YOUR_API_KEY"

B) Claude Desktop

Prerequisites:

• Claude Desktop installed on Windows.
• Node.js and npm installed (npm is used to install the connector package).
• A QoreNext CRM api key.
• An active product subscription is required to use Qore MCP.
• Administrator or standard access to edit files in your user profile.

Install Node.js

• Download and install the LTS version from nodejs.org.

• The installation includes npm and npx.

• Open Terminal (Mac) or Command Prompt/PowerShell (Windows).

• Verify the installation: `bash below commands
  node -v
  npx -v

Both commands should display a version number.
If you see "command not found", restart your terminal and try again.

## Steps to Setup the Claude Desktop

1. Open Claude Desktop

Launch the Claude Desktop application on your computer.

2. Open Settings

Go to: Menu → File → Settings

3. Open Developer Settings

In the Settings window, select Developer from the left-side menu.

4. Open the Config File

Click Edit Config to open the claude_desktop_config.json file.
Remove the existing command in the file and paste the configuration provided below in Json.

Windows default location:
C:\Users<YourUsername>\AppData\Roaming\Claude\claude_desktop_config.json or ~/Library/Application Support/Claude/claude_desktop_config.json (Mac)

5. Add the QoreNext MCP Server

Add the following configuration to claude_desktop_config.json and replace qore_xxxxx with your real API key.

{
  "mcpServers": {
    "qorenext-mcp-crm": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.qorenext.com/crm",
        "--header",
        "X-API-Key:qore_xxxxx"
      ]
    }
  }
}

Watch your JSON syntax Make sure the JSON braces and commas match exactly — one missing comma will break the file.

6. Save the file

Save your changes (Ctrl+S) and close the editor.

7. Restart Claude Desktop

Fully quit Claude Desktop by closing it, exiting it from the system tray/taskbar, and using Task Manager to End Task for any remaining Claude processes running in the background; then reopen Claude Desktop.

C) Cursor / Windsurf

Add to .cursor/mcp.json or .windsurf/mcp.json:

{
  "mcpServers": {
    "qorenext-mcp-crm": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.qorenext.com/crm",
        "--header",
        "X-API-Key:qore_xxxxx"
      ]
    }
  }
}

Tools

health_check

Verify the server is running. No API key required.

check if Qorenext CRM MCP is running

submit_address_verification

Submit companies for address verification and legitimacy validation.

Required per entity: companyName, country, address

Optional: crmid, website

verify Acme Corp at 123 Main Street, New York, USA
validate Apple Inc at 1 Apple Park Way, Cupertino, USA
check Samsung at Samsung Tower, Seoul, South Korea

**Example** - You want to validate Apple Inc. at 1 Apple Park Way, Cupertino, USA

Put in Claude - validate Apple Inc. at 1 Apple Park Way, Cupertino, USA

submit_hierarchy_creation

Submit companies for corporate hierarchy analysis, including top-parent and subsidiary relationships to identify parent-subsidiary relationships.

Required per entity: companyName, country

Optional: crmid, address, website

create hierarchy for Acme Corp from USA
analyze organizational structure for Apple Inc from USA
map corporate relationships for Samsung from South Korea

submit_duplicates

Submit duplicate account records from files (JSON or CSV) for deduplication detection.

Required: file_content, file_type

Optional: file_name

Supported File Types:

• json - JSON array format

• csv - Comma-separated values with headers

Required Fields (per record in CSV and Excel files):

• crmAccountId - Account identifier

• crmAccountName - Account/Company name

• addressLine1 - Street address

• country - Country name

Optional Fields:

• addressLine2 - Suite, apt, unit, etc.

• city - City name

• stateProvince - State or Province

• postalCode - ZIP/Postal code

• website - Website URL

File Format Requirements:

JSON Array:

[
  {
    "crmAccountId": "CRM-00001",
    "crmAccountName": "Acme Technologies",
    "addressLine1": "123 Main Street",
    "addressLine2": "Suite 100",
    "city": "New York",
    "stateProvince": "NY",
    "country": "United States",
    "postalCode": "10001",
    "website": "www.acmetech.com"
  },
  {
    "crmAccountId": "CRM-00002",
    "crmAccountName": "Blue Ridge Software",
    "addressLine1": "456 Oak Avenue",
    "country": "United States"
  }
]

CSV with Headers:

crmAccountId,crmAccountName,addressLine1,city,stateProvince,country,postalCode,website
CRM-00001,Acme Technologies,123 Main Street,New York,NY,United States,10001,www.acmetech.com
CRM-00002,Blue Ridge Software,456 Oak Avenue,Los Angeles,CA,United States,90001,www.blueridgesoftware.com

Excel Workbook:

• First row: Column headers

• Data rows: Account records

• Required columns: crmAccountId, crmAccountName, addressLine1, country

• Optional columns: addressLine2, city, stateProvince, postalCode, website

Examples:

submit deduplication for CSV file with 50 company records
detect duplicates from Excel file of CRM accounts
process JSON file to find similar companies

Returns:

• data: Number of duplicate pairs detected

• message: Description of results

• details: Record count and duplicate pair count

Example Response (Status 200):

{
  "success": true,
  "status_code": 200,
  "data": 66,
  "message": "Successfully detected 66 duplicate pairs from 8 records",
  "details": {
    "records_submitted": 8,
    "duplicate_pairs_found": 66,
    "file_name": "accounts.csv",
    "file_type": "csv"
  }
}

get_request_status

Poll a CRM processing request for status and results.

Parameter: request_id (int)

Status values: PENDING · PROCESSING · COMPLETE · FAILED

get status of request 1001
check if CRM request 5042 is complete

Example workflow

Address Verification:

You:    Verify Apple Inc at 1 Apple Park Way, Cupertino, USA.

Claude: [calls submit_address_verification]
        ✅ Submitted. Entity ID: 1042

You:    Get status of request 1042

Claude: [calls get_request_status]
        Status: COMPLETE
        Address Verified: ✅ Yes
        Business Status: ACTIVE

Hierarchy Creation:

You:    Create hierarchy for Acme Corp from USA.

Claude: [calls submit_hierarchy_creation]
        ✅ Submitted. Entity ID: 1043

You:    Get status of request 1043

Claude: [calls get_request_status]
        Status: COMPLETE
        Hierarchy: Acme Corp → Acme Holdings (USA) → GlobalCorp (UK)

Support

• Issues: https://github.com/QoreNext/qorenext-crm-mcp/issues

• Email: support@qorenext.com

• Docs: https://qorenext.com

License

MIT