How do I use Unofficial Dex CRM MCP Server?

1. Click on "Install 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., "@Unofficial Dex CRM MCP Server add a note about my meeting with Jane Smith today" 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.

Unofficial Dex CRM MCP Server

An MCP (Model Context Protocol) server that exposes the Dex personal CRM API to AI assistants like Cursor, Claude Desktop, VS Code Copilot, and any MCP-compatible client.

Features

27 focused tools covering all core Dex CRM operations
Contacts: get, create, update, delete, merge duplicates
Groups: create, update, delete, list/add/remove members
Tags: create, update, delete, manage tag-contact associations
Reminders: create, update, delete
Notes/Timeline: create, update, delete (with note type support)
Custom Fields: list, create, update, delete
Unified search across contacts, groups, tags, reminders, notes, and views
User profile

Prerequisites

Node.js >= 18
A Dex account with an API key (Dex Professional plan required)

Setup

1. Install dependencies

npm install

2. Build

npm run build

3. Get your Dex API Key

Go to Dex Settings > API and copy your API key.

4. Configure your AI client

Cursor

Add to .cursor/mcp.json in your project root (or ~/.cursor/mcp.json for global):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

Claude Desktop

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

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

VS Code

Add to .vscode/mcp.json in your project root:

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

Development

Run the server in development mode (with hot reload via tsx):

DEX_API_KEY=dex_your_key npm run dev

Testing with MCP Inspector

The project includes a built-in inspect script that opens the MCP Inspector UI in your browser. It loads DEX_API_KEY from your .env file automatically.

npm run build
npm run inspect

This starts the inspector at http://localhost:6274 where you can browse all tools and invoke them interactively.

Note: Requires Node.js >= 18. If using nvm: nvm use 21 (or any 18+) before running.

Available Tools (27)

Tool	Description
Search
`dex_search`	Unified search across contacts, groups, tags, reminders, notes, and views
Contacts
`dex_get_contact`	Get full contact details by ID (includes tags, groups, notes)
`dex_create_contact`	Create a new contact
`dex_update_contact`	Update a contact by ID
`dex_delete_contact`	Delete a contact by ID
`dex_merge_contacts`	Merge duplicate contacts into one
Groups
`dex_create_group`	Create a new group
`dex_update_group`	Update a group's name or emoji
`dex_delete_group`	Delete a group
`dex_list_group_contacts`	List contacts in a specific group
`dex_add_contacts_to_group`	Add contacts to a group
`dex_remove_contacts_from_group`	Remove contacts from a group
Tags
`dex_create_tag`	Create a new tag
`dex_update_tag`	Update a tag's name or color
`dex_delete_tag`	Delete a tag
`dex_manage_contact_tags`	Add, remove, or create-and-assign tags to contacts
Reminders
`dex_create_reminder`	Create a reminder (supports recurrence)
`dex_update_reminder`	Update a reminder
`dex_delete_reminder`	Delete a reminder
Notes / Timeline
`dex_create_note`	Create a note (types: meeting, call, email, note, coffee, etc.)
`dex_update_note`	Update a note
`dex_delete_note`	Delete a note
Custom Fields
`dex_list_custom_fields`	List all custom field definitions
`dex_create_custom_field`	Create a custom field
`dex_update_custom_field`	Update a custom field
`dex_delete_custom_field`	Delete a custom field
User
`dex_get_current_user`	Get current user profile