How do I use moxie-mcp?

1. Click on "Deploy 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., "@moxie-mcp list my clients" 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.

moxie-mcp

by SabryParra

Overview Schema Source Related Servers Discussions Admin

TypeScript

Remote

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

Log into your Moxie account
Workspace Settings → Connected Apps → Integrations
Click Enable Custom Integration
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:

Resource URI	Description
`moxie://workspace/config`	Workspace configuration details
`moxie://server/info`	Server version and available tools

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

Variable	Required	Description
`MOXIE_API_KEY`	Yes	Your Moxie API key
`MOXIE_BASE_URL`	Yes	Your Moxie API base URL

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

Available Tools

30 tools

apply_paymentB

Apply a payment to an existing invoice

Inputs: date (required), amount (required), invoiceNumber (required), memo, +3 more.

approve_deliverableA

Approve a deliverable/task that is in Client Workflow / Approval status in the Project Kanban

Inputs: clientName (required), projectName (required), deliverableName (required).

attach_file_from_urlA

Attach a file to a Moxie record by providing a URL. The file will be downloaded and attached.

Inputs: id (required), type (required), fileUrl (required), fileName.

create_clientC

Create a new client in Moxie CRM

Inputs: name (required), currency (required), clientType (required), city, +19 more.

create_contactB

Create a new contact record and optionally associate with a client

Inputs: last, role, email, first, +6 more.

create_expenseB

Create a new expense record in Moxie

Inputs: date (required), amount (required), description (required), paid, +8 more.

create_form_submissionB

Create a new form submission with lead information and custom answers. Can optionally create a pipeline opportunity by providing pipelineStageName.

Inputs: city, role, email, notes, +15 more.

create_invoiceA

Create a new invoice in Moxie CRM. If sendTo is not provided, the invoice will be created as a draft.

Inputs: items (required), clientName (required), dueDate, taxRate, +7 more.

create_opportunityB

Create a new sales opportunity in the pipeline

Inputs: name (required), toDos, value, leadInfo, +5 more.

create_or_update_calendar_eventA

Create or update a calendar event in the Moxie Homebase calendar. Use eventId to update an existing event.

Inputs: endTime (required), summary (required), timezone (required), startTime (required), +5 more.

create_projectC

Create a new project in Moxie CRM

Inputs: name (required), clientName (required), amount, dueDate, +7 more.

create_taskB

Create a new task/deliverable in a project

Inputs: name (required), clientName (required), projectName (required), tasks, +7 more.

create_ticketB

Create a new support ticket in your workspace

Inputs: comment (required), userEmail (required), ticketType (required), dueDate, +2 more.

create_ticket_commentC

Add a comment to an existing ticket

Inputs: comment (required), userEmail (required), ticketNumber (required), privateComment (required).

create_time_entryA

Create a time entry to track work. Can optionally auto-create client, project, or deliverable if they don't exist.

Inputs: timerEnd (required), userEmail (required), timerStart (required), notes, +6 more.

delete_calendar_eventA

Delete a calendar event by its event ID

Inputs: eventId (required).

list_clientsA

List all clients in your Moxie workspace

Inputs: no named parameters.

list_email_templatesA

List all email templates in your workspace

Inputs: no named parameters.

list_form_namesA

List all available form names in your workspace

Inputs: no named parameters.

list_invoice_templatesA

List all invoice templates in your workspace

Inputs: no named parameters.

list_pipeline_stagesA

List all pipeline stages for opportunities in your workspace

Inputs: no named parameters.

list_project_task_stagesA

List all available project task stages in your workspace

Inputs: no named parameters.

list_vendor_namesA

List all vendor names for expense tracking

Inputs: no named parameters.

list_workspace_usersA

List all users in your Moxie workspace

Inputs: no named parameters.

moxie_health_checkA

Check if the Moxie MCP server is properly configured and can connect to the Moxie API

Inputs: no named parameters.

search_clientsA

Search for clients by name or contact information

Inputs: query (required).

search_contactsB

Search for contacts in your Moxie workspace

Inputs: query.

search_payable_invoicesB

Search for payable invoices in your Moxie workspace

Inputs: query.

search_projectsA

Search for projects in your Moxie workspace, optionally filtered by client name

Inputs: query.

update_projectC

Update an existing project in Moxie CRM

Inputs: name, active, amount, dueDate, +8 more.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

Deploy Server

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

B3.4/5.0

Scored 2026-07-28 08:55 across 30 tools

Disambiguation5/5

Each tool targets a distinct action on a specific entity (e.g., clients vs. contacts, creation vs. listing). Even related tools like list_clients and search_clients have clear differences in scope.

Naming Consistency5/5

All tool names follow a consistent verb_noun pattern in snake_case, with occasional compound verbs (e.g., create_or_update_calendar_event) but no mixing of conventions.

Tool Count4/5

30 tools cover a broad domain (CRM, projects, invoicing, support, calendar, forms) and mostly justify their count, though some could be consolidated (e.g., list_clients and search_clients).

Completeness2/5

Many entities lack update/delete operations (e.g., clients, contacts, tasks). Read operations are limited (no get single client or task). Gaps may cause agent failures for typical workflows.

Maintenance

ActivityInactive

ResponsivenessNo recent community issues

Resources

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Moxie MCP Server v2

Upgrades from v1.1.x

Quick Start

Get Your API Key

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

Or install globally and use npx:

Resources

Available Tools

Clients

Contacts

Projects

Invoices

Tasks

Time Tracking

Expenses

Sales Pipeline

Support Tickets

Forms

Files

Calendar

Deliverables

Reference

Diagnostics

Configuration

Development

License

Available Tools

Tool Schema Changelog

TDQS

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

nimble-crm-mcp

Moxie CRM MCP Server

TimeLiner MCP Server

Work-Timer

Or install globally and use `npx`: