Moxie MCP Server v2

Upgraded MCP server for Moxie CRM — fully compatible with Claude Desktop, Claude Code, Osaurus, Cursor, VS Code Cline, and any MCP client.

Upgrades from v1.1.x

• Claude JSON compatible — works with claude_desktop_config.json out of the box

• dotenv support — load config from .env file for local dev

• MCP Resources — exposes workspace config and server info as resources

• Health check tool (moxie_health_check) — validate your setup

• Startup validation — warns on missing env vars at launch

• Renamed binary — moxie-mcp (shorter, cleaner)

• Updated dependencies — latest @modelcontextprotocol/sdk, axios, zod

Related MCP server: Moxie CRM MCP Server

Quick Start

git clone <your-repo-url> moxie-mcp
cd moxie-mcp
npm install
npm run build

Get Your API Key

1. Log into your Moxie account

2. Workspace Settings → Connected Apps → Integrations

3. Click Enable Custom Integration

4. Copy your API Key and Base Endpoint URL

Claude JSON Config (Claude Desktop / Osaurus / Any MCP Client)

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "moxie": {
      "command": "node",
      "args": ["/absolute/path/to/moxie-mcp/build/index.js"],
      "env": {
        "MOXIE_API_KEY": "your_api_key_here",
        "MOXIE_BASE_URL": "https://pod01.withmoxie.com/api/public"
      }
    }
  }
}

For Osaurus or OpenRouter MCP configs, use the same structure.

Or install globally and use npx:

{
  "mcpServers": {
    "moxie": {
      "command": "npx",
      "args": ["-y", "moxie-mcp"],
      "env": {
        "MOXIE_API_KEY": "your_api_key_here",
        "MOXIE_BASE_URL": "https://pod01.withmoxie.com/api/public"
      }
    }
  }
}

Resources

This server exposes MCP resources for context-aware clients:

Available Tools

Clients

• list_clients — List all clients

• search_clients — Search clients by name/contact

• create_client — Create a new client

Contacts

• search_contacts — Search contacts by name/email/phone

• create_contact — Create a contact under a client

Projects

• search_projects — Search projects (optionally by client)

• create_project — Create a project

• update_project — Update project details

• list_project_task_stages — List kanban stages

Invoices

• search_payable_invoices — Search invoices

• create_invoice — Create invoice (draft or send)

• apply_payment — Apply payment to invoice

Tasks

• create_task — Create task with subtasks, assignees, custom fields

Time Tracking

• create_time_entry — Log time with auto-creation flags

Expenses

• create_expense — Record expenses (billable/reimbursable)

Sales Pipeline

• list_pipeline_stages — List pipeline stages

• create_opportunity — Create opportunity

Support Tickets

• create_ticket — Create ticket with structured form data

• create_ticket_comment — Add comment to ticket

Forms

• list_form_names — List forms

• create_form_submission — Submit lead form (optionally create opportunity)

Files

• attach_file_from_url — Attach file from URL to any entity

Calendar

• create_or_update_calendar_event — Create or update an event

• delete_calendar_event — Delete event

Deliverables

• approve_deliverable — Approve a task/deliverable

Reference

• list_email_templates — List email templates

• list_invoice_templates — List invoice templates

• list_vendor_names — List expense vendors

• list_workspace_users — List workspace users

Diagnostics

• moxie_health_check — Verify server and API connectivity

Configuration

Development

# Watch mode
npm run dev

# Build
npm run build

# Test with MCP Inspector
MOXIE_API_KEY=your_key MOXIE_BASE_URL=your_url npx @modelcontextprotocol/inspector node build/index.js

License

MIT