Exir MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Exir MCP ServerWhat's the total of unpaid invoices this month?"
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.
Exir MCP Server
A multi-tenant Model Context Protocol gateway that sits between MCP hosts (Claude, ChatGPT, or any other MCP-compatible agent) and the Exir CRM API (Perfex CRM under the hood).
┌──────────────────────┐
│ ChatGPT / Agent │
│ Claude / Other Host │
└──────────┬────────────┘
│
MCP / HTTPS
│
▼
┌────────────────────────────────┐
│ Exir MCP Server │
│ │
│ OAuth 2.1 / OIDC │
│ Tenant Resolver │
│ Permission Engine │
│ Tool Registry │
│ Audit Logger │
│ Rate Limiter │
│ Input Validation │
└───────────────┬─────────────────┘
│
Internal API
│
▼
┌────────────────────────────────┐
│ Exir CRM API │
│ │
│ Customers / Leads / Sales │
│ Tasks / Projects / Tickets │
│ Invoices / Contracts / ... │
└───────────────┬─────────────────┘
│
▼
┌──────────────────┐
│ Customer Tenant │
│ Data / Database │
└──────────────────┘How a request flows
Transport — an MCP host sends a
POST /mcp(Streamable HTTP) request with aBeareraccess token.OAuth 2.1 / OIDC (
src/auth/oidc.ts) — the token's signature, issuer, audience and expiry are verified against the identity provider's JWKS. Unverified tokens never reach anything below this layer.Tenant Resolver (
src/tenant/tenantResolver.ts) — the tenant id is read from a claim on the verified token and mapped to that tenant's Exir CRM connection (base URL + API key). Requests can never cross tenant boundaries.Rate Limiter (
src/middleware/rateLimiter.ts) — requests are throttled per tenant so one noisy caller cannot starve another on a shared deployment.Tool Registry (
src/tools/) — the MCP server for this request is built by wrapping every registered tool (src/mcp/server.ts) with:Permission Engine (
src/permissions/permissionEngine.ts) — checks the token's OAuth scopes against the tool's required scope.Input Validation — every tool declares a zod schema; invalid input is rejected before it reaches the CRM.
Audit Logger (
src/audit/auditLogger.ts) — every call (allowed, denied, success, or error) is recorded with tenant, subject, tool name, and outcome.
Internal API (
src/crm/perfexClient.ts) — a tenant-scoped HTTP client calls the real Exir CRM API (Perfex CRM's REST API,authtokenheader auth) and returns the result back up the chain as the tool's output.
Related MCP server: Nervora
Project layout
src/
auth/oidc.ts OAuth 2.1 / OIDC bearer-token verification
tenant/tenantResolver.ts Tenant lookup + per-tenant CRM connection details
permissions/permissionEngine.ts Scope-based authorization
audit/auditLogger.ts Structured audit trail for every tool call
middleware/rateLimiter.ts Per-tenant rate limiting
crm/perfexClient.ts Internal API client to the Exir CRM API
tools/ Tool Registry + one file per CRM domain
customers.ts leads.ts tasks.ts invoices.ts
mcp/server.ts Wires tools -> permissions -> validation -> audit -> CRM
http/app.ts Express app: /healthz, POST /mcp
index.ts Process entrypoint
tests/ Vitest unit tests (permission engine, tool registry)Getting started
npm install
cp .env.example .env # fill in OIDC_ISSUER, CRM_API_BASE_URL, CRM_API_KEY, ...
npm run dev # ts-node/tsx dev server on :3333Build & run for production:
npm run build
npm startOr via Docker:
docker compose up --buildRun tests:
npm testAdding a new tool
Add a
registry.register({...})call in the relevant file undersrc/tools/(or a new file for a new CRM domain), with aname,description,requiredScope, azodinputSchema, and ahandler(crm, input)that calls thePerfexClient.If it's a new file, wire it into
buildToolRegistry()insrc/tools/index.ts.Add a test in
tests/tools.test.tsasserting the tool is registered and its schema rejects bad input.
No changes are needed anywhere else — permissioning, validation, and auditing are applied generically to every registered tool by src/mcp/server.ts.
Multi-tenancy
src/tenant/tenantResolver.ts ships with an EnvTenantStore dev fallback that resolves every tenant id to the single CRM connection in .env. For real multi-tenant deployments, implement the TenantStore interface against your tenant directory (Postgres, a config service, etc.) mapping tenant id -> { baseUrl, apiKey }, and pass it into tenantResolver(myStore) in src/http/app.ts.
Security notes
The tenant id is only ever trusted from a claim on a cryptographically verified access token, never from a client-supplied header, unless
TENANT_HEADER_FALLBACK=trueis explicitly set for trusted internal-network callers (e.g. local development).Per-tenant CRM API keys are never logged (
src/logger.tsredactsAuthorization,*.apiKey,*.token).Every tool call is validated twice: once by the MCP SDK against the tool's JSON schema, and again by
zod.safeParseinside the handler, before any CRM API call is made.The server runs statelessly (
sessionIdGenerator: undefined): a new MCP server instance is created per HTTP request, scoped to that request's verified tenant and permissions, so there is no shared session state that could leak across tenants.
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