How do I use Centrex MCP Server?

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., "@Centrex MCP Server list contacts with status 'active'" 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.

Centrex MCP Server

by AllianceGS-Development

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Centrex MCP Server

MCP (Model Context Protocol) server for the Centrex Software CRM & LOS API v1. Gives Claude direct access to contacts, advances, documents, alerts, users, teams, and lender submissions.

Quick Install

Option A — Terminal (Claude Code)

claude mcp add centrex \
  --command node \
  --args "/path/to/centrex-mcp-server/dist/index.js" \
  -e CENTREX_ACCESS_TOKEN=your_token_here

Option B — Manual JSON config

Add to ~/.claude.json (global) or .claude.json in your project:

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here",
        "CENTREX_ACCOUNT_ID": "optional_account_id",
        "CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS": "false"
      }
    }
  }
}

Option C — Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["C:/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

Related MCP server: GHL MCP Server

Installation & Build

git clone https://github.com/AllianceGS-Development/centrex-mcp-server.git
cd centrex-mcp-server
npm install
npm run build       # compiles TypeScript → dist/

Copy .env.example to .env and fill in your credentials, then point the config to dist/index.js.

Environment Variables

Variable	Required	Description
`CENTREX_ACCESS_TOKEN`	Yes	Bearer token from Centrex → Settings → API
`CENTREX_ACCOUNT_ID`	No	Lock to a specific account/org ID
`CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS`	No	Set `true` to allow DELETE operations (default `false`)

Get your API access token from your Centrex account under Settings → API or contact support@centrexsoftware.com.

Tools Reference

Contacts

`centrex_list_contacts`

Search and list contacts with optional filters.

Parameter	Type	Required	Description
`search`	string	No	Full-text search query
`email`	string	No	Filter by email
`phone`	string	No	Filter by phone number
`status`	string	No	Filter by contact status
`limit`	string	No	Results per page (default 25)
`offset`	string	No	Pagination offset

`centrex_get_contact`

Get a single contact by ID.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID

`centrex_create_contact`

Create a new contact/lead.

Parameter	Type	Required	Description
`first_name`	string	Yes	First name
`last_name`	string	Yes	Last name
`email`	string	No	Email address
`phone`	string	No	Phone number
`business_name`	string	No	Business/company name
`address`	string	No	Street address
`city`	string	No	City
`state`	string	No	State (2-letter)
`zip`	string	No	ZIP code
`status`	string	No	Contact status
`assigned_user_id`	string	No	User to assign this contact to

`centrex_update_contact`

Update an existing contact (partial update).

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID to update
`first_name`	string	No	New first name
`last_name`	string	No	New last name
`email`	string	No	New email
`phone`	string	No	New phone
`business_name`	string	No	New business name
`status`	string	No	New status
`assigned_user_id`	string	No	Reassign to user

`centrex_delete_contact`

Delete a contact. Requires CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID to delete

Contact Notes

`centrex_get_contact_notes`

Get all notes for a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID

`centrex_create_contact_note`

Add a note to a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`note`	string	Yes	Note text
`type`	string	No	Note type/category

Communication

`centrex_send_communication`

Send email or SMS to a contact.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`type`	string	Yes	`email` or `sms`
`message`	string	Yes	Message body
`subject`	string	Cond.	Required for email
`template_id`	string	No	Template ID to use

Advances (Loans)

`centrex_list_advances`

List loan/advance records.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_create_advance`

Create a new loan/advance record.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact this advance belongs to
`amount`	number	Yes	Advance amount
`status`	string	No	Status
`type`	string	No	Advance type
`notes`	string	No	Notes

Documents

`centrex_list_documents`

List documents.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_document`

Get document metadata and download URL.

Parameter	Type	Required	Description
`document_id`	string	Yes	Document ID

Alerts

`centrex_list_alerts`

List alerts/reminders.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_create_alert`

Create an alert/reminder.

Parameter	Type	Required	Description
`contact_id`	string	Yes	Contact ID
`message`	string	Yes	Alert message
`due_date`	string	No	ISO 8601 due date
`assigned_user_id`	string	No	User to assign to
`type`	string	No	Alert type

Users & Teams

`centrex_list_users`

List users/agents.

Parameter	Type	Required	Description
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_user`

Get a user by ID.

Parameter	Type	Required	Description
`user_id`	string	Yes	User ID

`centrex_list_teams`

List teams.

Parameter	Type	Required	Description
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

Lender Submissions

`centrex_list_submissions`

List lender submission records.

Parameter	Type	Required	Description
`contact_id`	string	No	Filter by contact
`status`	string	No	Filter by status
`limit`	string	No	Results per page
`offset`	string	No	Pagination offset

`centrex_get_submission`

Get a specific submission.

Parameter	Type	Required	Description
`submission_id`	string	Yes	Submission ID

Generic Escape Hatch

`centrex_request`

Make a raw authenticated request to any Centrex API endpoint not covered by dedicated tools.

Parameter	Type	Required	Description
`method`	string	Yes	`GET`, `POST`, `PUT`, `PATCH`, `DELETE`
`path`	string	Yes	API path starting with `/` (e.g. `/contacts/123/forms`)
`params`	object	No	Query string parameters
`body`	object	No	Request body for POST/PUT/PATCH

Centrex API Endpoint Reference

Resource	Method	Endpoint	Description
Contacts	GET	`/contacts`	List/search contacts
Contacts	POST	`/contacts`	Create contact
Contacts	GET	`/contacts/{id}`	Get contact
Contacts	PUT	`/contacts/{id}`	Update contact
Contacts	DELETE	`/contacts/{id}`	Delete contact
Contact Notes	GET	`/contacts/{id}/notes`	Get notes
Contact Notes	POST	`/contacts/{id}/notes`	Add note
Communication	POST	`/contacts/{id}/communication`	Send email/SMS
Forms	POST	`/contacts/{id}/forms`	Send external form
Advances	GET	`/advances`	List advances
Advances	POST	`/advances`	Create advance
Advances	GET	`/advances/{id}`	Get advance
Advances	PUT	`/advances/{id}`	Update advance
Documents	GET	`/documents`	List documents
Documents	POST	`/documents`	Upload document
Documents	GET	`/documents/{id}`	Get document
Alerts	GET	`/alerts`	List alerts
Alerts	POST	`/alerts`	Create alert
Alerts	PUT	`/alerts/{id}`	Update alert
Alerts	DELETE	`/alerts/{id}`	Delete alert
Users	GET	`/users`	List users
Users	POST	`/users`	Create user
Users	GET	`/users/{id}`	Get user
Users	PUT	`/users/{id}`	Update user
Users	DELETE	`/users/{id}`	Delete user
Users	GET	`/users/preferences`	User preferences
Teams	GET	`/teams`	List teams
Teams	POST	`/teams`	Create team
Teams	GET	`/teams/{id}`	Get team
Teams	PUT	`/teams/{id}`	Update team
Teams	DELETE	`/teams/{id}`	Delete team
Submissions	GET	`/submissions`	List submissions
Submissions	GET	`/submissions/{id}`	Get submission
Submissions	GET	`/submissions/{id}/status`	Submission status
Credit Reports	GET	`/credit-reports`	Credit report data
Webhooks	POST	`/webhooks`	Configure webhooks

Security

Bearer token is never logged or exposed in output
Sensitive fields are redacted from responses
SSRF protection: only api.centrexsoftware.com is reachable
Destructive operations (DELETE) require explicit opt-in via CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true

License

MIT — Alliance Global Solutions 2026

Available Tools

20 tools

centrex_create_advanceC

Create a new loan/advance record in Centrex.

Inputs: amount (required), contact_id (required), type, notes, +1 more.

centrex_create_alertB

Create a new alert/reminder in Centrex.

Inputs: message (required), contact_id (required), type, due_date, +1 more.

centrex_create_contactB

Create a new contact/lead in Centrex CRM.

Inputs: last_name (required), first_name (required), zip, city, +7 more.

centrex_create_contact_noteB

Add a note to a contact record.

Inputs: note (required), contact_id (required), type.

centrex_delete_contactA

Delete a contact from Centrex CRM. Requires CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true.

Inputs: contact_id (required).

centrex_get_contactA

Get a single contact by ID including all CRM fields, notes, and metadata.

Inputs: contact_id (required).

centrex_get_contact_notesB

Get all notes for a contact.

Inputs: contact_id (required).

centrex_get_documentB

Get metadata and download URL for a specific document.

Inputs: document_id (required).

centrex_get_submissionB

Get details and status of a specific lender submission.

Inputs: submission_id (required).

centrex_get_userA

Get a specific user by ID.

Inputs: user_id (required).

centrex_list_advancesB

List all loan/advance records in Centrex.

Inputs: limit, offset, status, contact_id.

centrex_list_alertsC

List alerts/notifications in Centrex.

Inputs: limit, offset, status, contact_id.

centrex_list_contactsB

Search and list contacts in Centrex CRM. Supports filtering by name, email, phone, status, and more.

Inputs: email, limit, phone, offset, +2 more.

centrex_list_documentsC

List documents in Centrex, optionally filtered by contact.

Inputs: limit, offset, contact_id.

centrex_list_submissionsB

List lender submission records in Centrex.

Inputs: limit, offset, status, contact_id.

centrex_list_teamsB

List teams in the Centrex account.

Inputs: limit, offset.

centrex_list_usersB

List users/agents in the Centrex account.

Inputs: limit, offset.

centrex_requestA

Make a raw authenticated request to any Centrex API endpoint. Use this for endpoints not covered by dedicated tools. DELETE and destructive POST paths require CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true.

Inputs: path (required), method (required), body, params.

centrex_send_communicationC

Send an email or SMS to a contact.

Inputs: type (required), message (required), contact_id (required), subject, +1 more.

centrex_update_contactC

Update an existing contact in Centrex CRM. Only provided fields are updated.

Inputs: contact_id (required), email, phone, status, +4 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

B3.3/5.0

Scored 2026-07-30 14:45 across 20 tools

Disambiguation5/5

Each tool targets a distinct resource and action (e.g., list_contacts, get_contact, create_contact), with no overlapping purposes. The raw request tool is a catch-all that does not conflict with dedicated tools.

Naming Consistency4/5

All tools use the consistent 'centrex_' prefix and snake_case, with most following a verb_noun pattern (e.g., list_contacts, create_contact). The only minor inconsistency is 'centrex_request', which lacks a verb (compared to e.g., 'send_communication').

Tool Count4/5

20 tools is slightly above the typical 3-15 range but still appropriate for a CRM covering multiple domains (contacts, users, teams, advances, documents, alerts, submissions). Each tool serves a clear purpose, and the raw request endpoint justifies a larger surface.

Completeness3/5

Contacts have full CRUD and notes, but other resources are incomplete: users only have list/get, advances only list/create, documents only list/get, alerts only list/create, submissions only list/get. Missing update/delete for these resources are notable gaps that may require the raw request tool.

Maintenance

ActivityInactive

ResponsivenessNo recent community issues

Resources

Related MCP Connectors

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1
https://onehub360.com/api/mcp
Canopy account
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Every Canopy public API operation as a tool, run as you after a browser sign-in or on an API key.
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https://auth.canopy-io.com/mcp/v1
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https://mcp.formule.io
Plixana
com.plixana
Operate the Plixana CRM from any AI: contacts, deals, quotes, WhatsApp and metrics.
CRM Communication
2
https://plixana.com/api/mcp

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Centrex MCP Server

Quick Install

Option A — Terminal (Claude Code)

Option B — Manual JSON config

Option C — Claude Desktop

Installation & Build

Environment Variables

Tools Reference

Contacts

centrex_list_contacts

centrex_get_contact

centrex_create_contact

centrex_update_contact

centrex_delete_contact

Contact Notes

centrex_get_contact_notes

centrex_create_contact_note

Communication

centrex_send_communication

Advances (Loans)

centrex_list_advances

centrex_create_advance

Documents

centrex_list_documents

centrex_get_document

Alerts

centrex_list_alerts

centrex_create_alert

Users & Teams

centrex_list_users

centrex_get_user

centrex_list_teams

Lender Submissions

centrex_list_submissions

centrex_get_submission

Generic Escape Hatch

centrex_request

Centrex API Endpoint Reference

Security

License

Available Tools

Tool Schema Changelog

TDQS

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

Pipedrive MCP Server

GHL MCP Server

Follow Up Boss MCP

GoHighLevel MCP Server

`centrex_list_contacts`

`centrex_get_contact`

`centrex_create_contact`

`centrex_update_contact`

`centrex_delete_contact`

`centrex_get_contact_notes`

`centrex_create_contact_note`

`centrex_send_communication`

`centrex_list_advances`

`centrex_create_advance`

`centrex_list_documents`

`centrex_get_document`

`centrex_list_alerts`

`centrex_create_alert`

`centrex_list_users`

`centrex_get_user`

`centrex_list_teams`

`centrex_list_submissions`

`centrex_get_submission`

`centrex_request`