Unofficial Dex CRM MCP Server

Instructions

Implementation Reference

• src/tools/search.ts:43-76 (handler)

  The handler function for dex_search, which executes the search logic using the dex client.

  async (args) => {
    try {
      const endpoint = entityEndpoints[args.entity];
      const query: Record<string, string | number | boolean | undefined> = {};
  
      if (args.searchQuery !== undefined) query.searchQuery = args.searchQuery;
      if (args.take !== undefined) query.take = args.take;
      if (args.cursor !== undefined) query.cursor = args.cursor;
  
      if (args.entity === "contacts") {
        if (args.archived !== undefined) query.archived = args.archived;
        if (args.enhanced !== undefined) query.enhanced = args.enhanced;
      }
  
      if (args.entity === "reminders") {
        if (args.startDate !== undefined) query.startDate = args.startDate;
        if (args.endDate !== undefined) query.endDate = args.endDate;
        if (args.isComplete !== undefined) query.isComplete = args.isComplete;
      }
  
      if (args.entity === "notes") {
        if (args.startDate !== undefined) query.startDate = args.startDate;
        if (args.endDate !== undefined) query.endDate = args.endDate;
      }
  
      const result = await dex.get(
        endpoint,
        Object.keys(query).length ? query : undefined
      );
      return toResult(result);
    } catch (error) {
      return toError(error);
    }
  }

• src/tools/search.ts:32-42 (schema)

  The zod schema defining input parameters for the dex_search tool.

  {
    entity: z.enum(["contacts", "groups", "tags", "reminders", "notes", "views"]),
    searchQuery: z.string().optional(),
    take: z.number().optional(),
    cursor: z.string().optional(),
    archived: z.boolean().optional(),
    enhanced: z.boolean().optional(),
    startDate: z.string().optional(),
    endDate: z.string().optional(),
    isComplete: z.boolean().optional(),
  },

• src/tools/search.ts:28-78 (registration)

  Registration logic for the dex_search tool on the MCP server.

  export function registerSearchTools(server: McpServer): void {
    server.tool(
      "dex_search",
      "Search across Dex entities by keyword. Set 'entity' to choose what to search: 'contacts' (name, email, company), 'groups', 'tags', 'reminders', 'notes' (timeline entries), or 'views'. For reminders you can also filter by startDate, endDate, and isComplete. For contacts you can filter by archived status.",
      {
        entity: z.enum(["contacts", "groups", "tags", "reminders", "notes", "views"]),
        searchQuery: z.string().optional(),
        take: z.number().optional(),
        cursor: z.string().optional(),
        archived: z.boolean().optional(),
        enhanced: z.boolean().optional(),
        startDate: z.string().optional(),
        endDate: z.string().optional(),
        isComplete: z.boolean().optional(),
      },
      async (args) => {
        try {
          const endpoint = entityEndpoints[args.entity];
          const query: Record<string, string | number | boolean | undefined> = {};
  
          if (args.searchQuery !== undefined) query.searchQuery = args.searchQuery;
          if (args.take !== undefined) query.take = args.take;
          if (args.cursor !== undefined) query.cursor = args.cursor;
  
          if (args.entity === "contacts") {
            if (args.archived !== undefined) query.archived = args.archived;
            if (args.enhanced !== undefined) query.enhanced = args.enhanced;
          }
  
          if (args.entity === "reminders") {
            if (args.startDate !== undefined) query.startDate = args.startDate;
            if (args.endDate !== undefined) query.endDate = args.endDate;
            if (args.isComplete !== undefined) query.isComplete = args.isComplete;
          }
  
          if (args.entity === "notes") {
            if (args.startDate !== undefined) query.startDate = args.startDate;
            if (args.endDate !== undefined) query.endDate = args.endDate;
          }
  
          const result = await dex.get(
            endpoint,
            Object.keys(query).length ? query : undefined
          );
          return toResult(result);
        } catch (error) {
          return toError(error);
        }
      }
    );
  }