Unofficial Dex CRM MCP Server

Instructions

Implementation Reference

• src/tools/contacts.ts:300-351 (handler)

  The handler function for dex_list_contacts, which constructs the request body and calls the dex API endpoint /v1/contacts/filter.

  async (args) => {
    try {
      const body: Record<string, unknown> = {};
  
      if (args.take !== undefined) body.take = args.take;
      if (args.skip !== undefined) body.skip = args.skip;
      if (args.cursor !== undefined) body.cursor = args.cursor;
  
      if (args.where) {
        const w: Record<string, unknown> = {};
        const src = args.where;
        if (src.in !== undefined)                  w.in = src.in;
        if (src.notIn !== undefined)               w.not_in = src.notIn;
        if (src.ignoreMerge !== undefined)          w.ignore_merge = src.ignoreMerge;
        if (src.isStarred !== undefined)            w.is_starred = src.isStarred;
        if (src.isArchived !== undefined)           w.is_archived = src.isArchived;
        if (src.hasLinkedin !== undefined)          w.has_linkedin = src.hasLinkedin;
        if (src.hasSource !== undefined)            w.has_source = src.hasSource;
        if (src.hasName !== undefined)              w.has_name = src.hasName;
        if (src.hasGroups !== undefined)            w.has_groups = src.hasGroups;
        if (src.hasFrequency !== undefined)         w.has_frequency = src.hasFrequency;
        if (src.hasLocation !== undefined)          w.has_location = src.hasLocation;
        if (src.hasJobTitle !== undefined)          w.has_job_title = src.hasJobTitle;
        if (src.hasNeverKeepInTouch !== undefined)  w.has_never_keep_in_touch = src.hasNeverKeepInTouch;
        if (src.hasCreatedAt !== undefined)         w.has_created_at = src.hasCreatedAt;
        if (src.hasUpdatedAt !== undefined)         w.has_updated_at = src.hasUpdatedAt;
        if (src.hasBirthday !== undefined)          w.has_birthday = src.hasBirthday;
        if (src.hasTag !== undefined)               w.has_tag = src.hasTag;
        if (src.hasInteraction !== undefined)       w.has_interaction = src.hasInteraction;
        if (src.hasNextReminder !== undefined)      w.has_next_reminder = src.hasNextReminder;
        body.where = w;
      }
  
      if (args.include) {
        const inc: Record<string, boolean> = {};
        if (args.include.linkedinData !== undefined) inc.linkedin_data = args.include.linkedinData;
        if (args.include.groupsCount !== undefined)  inc.groups_count = args.include.groupsCount;
        body.include = inc;
      }
  
      if (args.select) {
        const sel: Record<string, boolean> = {};
        if (args.select.linkedinData !== undefined) sel.linkedin_data = args.select.linkedinData;
        if (args.select.groupsCount !== undefined)  sel.groups_count = args.select.groupsCount;
        body.select = sel;
      }
  
      const result = await dex.post("/v1/contacts/filter", body);
      return toResult(result);
    } catch (error) {
      return toError(error);
    }

• src/tools/contacts.ts:260-300 (registration)

  Registration of the dex_list_contacts tool using server.tool, including its schema definitions.

  server.tool(
    "dex_list_contacts",
    "List contacts with advanced filtering, pagination, and field selection. " +
      "Use 'where' to filter by starred, archived, frequency, birthday, location, job title, tags, groups, and more. " +
      "Examples: find today's birthdays (where.hasBirthday), contacts with a keep-in-touch frequency (where.hasFrequency), " +
      "monthly contacts (where.hasFrequency='monthly'), starred contacts (where.isStarred=true).",
    {
      take: z.number().min(1).optional().describe("Number of contacts to return (default varies by API)"),
      skip: z.number().min(0).optional().describe("Number of contacts to skip"),
      cursor: z.string().optional().describe("Pagination cursor (UUID) from a previous response"),
      where: z.object({
        in: z.array(z.string()).optional().describe("Only return contacts with these IDs"),
        notIn: z.array(z.string()).optional().describe("Exclude contacts with these IDs"),
        ignoreMerge: z.boolean().optional(),
        isStarred: z.boolean().optional(),
        isArchived: z.boolean().optional(),
        hasLinkedin: z.string().optional().describe("Filter by LinkedIn URL or true/false"),
        hasSource: z.string().optional().describe("Filter by source"),
        hasName: z.string().optional().describe("Filter by name substring"),
        hasGroups: z.union([z.string(), z.object({ not: z.string() })]).optional().describe("Group ID, or { not: groupId } to exclude"),
        hasFrequency: z.union([z.string(), z.boolean()]).optional().describe("Filter by frequency — true for any, or a specific value: '7 days', '14 days', '1 mon', '42 days', '3 mons', '6 mons', '1 year'"),
        hasLocation: z.string().optional(),
        hasJobTitle: z.string().optional(),
        hasNeverKeepInTouch: z.boolean().optional(),
        hasCreatedAt: dateRangeSchema.describe("Filter by creation date range { gte, lte }"),
        hasUpdatedAt: dateRangeSchema.describe("Filter by update date range { gte, lte }"),
        hasBirthday: z.union([z.boolean(), z.string()]).optional().describe("true to list all contacts with a birthday set, or an ISO 8601 datetime to match a specific date"),
        hasTag: z.string().optional().describe("Tag UUID"),
        hasInteraction: z.union([z.boolean(), z.string()]).optional(),
        hasNextReminder: z.union([z.boolean(), z.string()]).optional(),
      }).optional(),
      include: z.object({
        linkedinData: z.boolean().optional(),
        groupsCount: z.boolean().optional(),
      }).optional(),
      select: z.object({
        linkedinData: z.boolean().optional(),
        groupsCount: z.boolean().optional(),
      }).optional(),
    },
    async (args) => {