Unofficial Dex CRM MCP Server

Instructions

Implementation Reference

• src/tools/contacts.ts:140-186 (handler)

  The handler function for 'dex_get_contact' that fetches contact data and associated timeline notes.

  async (args) => {
    try {
      const fetchNotes = args.includeNotes !== false;
      const notesLimit = args.notesLimit ?? 50;
      const PAGE_SIZE = 50;
  
      const contactPromise = dex.get<Record<string, unknown>>(
        `/v1/contacts/${args.contactId}`
      );
  
      if (!fetchNotes) {
        return toResult(await contactPromise);
      }
  
      const firstPage = await dex.get<{
        data?: { items?: unknown[]; nextCursor?: string };
      }>("/v1/timeline/", {
        contactId: args.contactId,
        take: String(Math.min(notesLimit, PAGE_SIZE)),
      });
  
      const allItems: unknown[] = firstPage.data?.items ?? [];
      let nextCursor = firstPage.data?.nextCursor;
      let remaining = notesLimit - allItems.length;
  
      while (nextCursor && remaining > 0) {
        const page = await dex.get<{
          data?: { items?: unknown[]; nextCursor?: string };
        }>("/v1/timeline/", {
          contactId: args.contactId,
          take: String(Math.min(remaining, PAGE_SIZE)),
          cursor: nextCursor,
        });
  
        const items = page.data?.items ?? [];
        if (items.length === 0) break;
  
        allItems.push(...items);
        nextCursor = page.data?.nextCursor;
        remaining -= items.length;
      }
  
      const contact = await contactPromise;
      contact.notes = allItems;
  
      return toResult(contact);
    } catch (error) {

• src/tools/contacts.ts:122-139 (registration)

  The tool registration block for 'dex_get_contact' defining its parameters and description.

  server.tool(
    "dex_get_contact",
    "Retrieve a single contact by ID. Automatically fetches the contact's notes/timeline entries " +
      "and includes them in the response under a 'notes' key. Use notesLimit to control how many " +
      "notes are fetched (default 50). If the contact has more notes than a single page, pagination " +
      "is handled automatically.",
    {
      contactId: z.string(),
      includeNotes: z
        .boolean()
        .optional()
        .describe("Fetch and include the contact's notes/timeline entries. Defaults to true."),
      notesLimit: z
        .number()
        .min(1)
        .optional()
        .describe("Max number of notes to fetch. Defaults to 50. Paginated automatically if above 50."),
    },