Click on "Deploy 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., "@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.
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.
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
Related MCP server: PipeDrive MCP Server
Node.js >= 18
A Dex account with an API key (Dex Professional plan required)
npm installnpm run buildGo to Dex Settings > API and copy your API key.
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"
}
}
}
}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"
}
}
}
}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"
}
}
}
}Run the server in development mode (with hot reload via tsx):
DEX_API_KEY=dex_your_key npm run devThe 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 inspectThis 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.
Tool | Description |
Search | |
| Unified search across contacts, groups, tags, reminders, notes, and views |
Contacts | |
| Get full contact details by ID (includes tags, groups, notes) |
| Create a new contact |
| Update a contact by ID |
| Delete a contact by ID |
| Merge duplicate contacts into one |
Groups | |
| Create a new group |
| Update a group's name or emoji |
| Delete a group |
| List contacts in a specific group |
| Add contacts to a group |
| Remove contacts from a group |
Tags | |
| Create a new tag |
| Update a tag's name or color |
| Delete a tag |
| Add, remove, or create-and-assign tags to contacts |
Reminders | |
| Create a reminder (supports recurrence) |
| Update a reminder |
| Delete a reminder |
Notes / Timeline | |
| Create a note (types: meeting, call, email, note, coffee, etc.) |
| Update a note |
| Delete a note |
Custom Fields | |
| List all custom field definitions |
| Create a custom field |
| Update a custom field |
| Delete a custom field |
User | |
| Get current user profile |
MIT
Add one or more contacts to a group by providing their IDs.
Inputs: groupId (required), contactIds (required).
Create a new contact. Supports all fields: name, company, job title, emails (contact_emails), phone numbers (contact_phone_numbers), social profiles (linkedin, twitter, facebook, instagram, telegram, tiktok, youtube), addresses (legacy_contact_addresses), custom fields, group and tag associations, and more.
Inputs: contact (required).
Create a new custom field definition that can be set on any contact.
Inputs: custom_field (required).
Create a new group for organizing contacts.
Inputs: name (required), emoji.
Create a new note or timeline entry. Requires event_time (ISO datetime). Use meeting_type to categorize: 'call', 'coffee', 'email', 'meal', 'meeting', 'networking', 'note', 'other', 'party', 'text'. The meeting_type_id is resolved automatically from the note types API. Associate contacts via timeline_items_contacts array of { contact_id }. The note text goes in the 'note' field.
Inputs: note (required).
Create a new reminder, optionally linked to contacts. Supports recurrence (e.g. 'weekly', 'monthly').
Inputs: text (required), dueDate (required), dueTime, contactIds, +2 more.
Create a new tag with a name and optional color for categorizing contacts.
Inputs: name (required), color.
Permanently delete a contact by ID. Removes the contact and all associated data.
Inputs: contactId (required).
Permanently delete a custom field and remove its values from all contacts.
Inputs: customFieldId (required).
Permanently delete a group. The contacts in the group are not deleted.
Inputs: groupId (required).
Permanently delete a note by ID. Removes the timeline entry from all associated contacts.
Inputs: noteId (required).
Permanently delete a reminder. For recurring reminders, this stops all future occurrences.
Inputs: reminderId (required).
Permanently delete a tag. It is removed from all contacts it was assigned to.
Inputs: tagId (required).
Retrieve a single contact by ID. Automatically fetches the contact's notes/timeline entries and includes them in the response under a 'notes' key. Use notesLimit to control how many notes are fetched (default 50). If the contact has more notes than a single page, pagination is handled automatically.
Inputs: contactId (required), includeNotes, notesLimit.
Retrieve the profile of the currently authenticated user including name, email, time zone, and subscription plan.
Inputs: no named parameters.
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).
Inputs: take, skip, cursor, where, +2 more.
Retrieve all custom field definitions. Custom fields allow adding structured data to contacts beyond the built-in fields.
Inputs: no named parameters.
List all contacts that belong to a specific group. Supports pagination.
Inputs: groupId (required), take, cursor.
Manage tag-contact associations. Actions: 'add' assigns existing tags to contacts, 'remove' unassigns tags from contacts, 'create_and_assign' creates new tags by name and assigns them to a single contact (reuses existing tags with the same name).
Inputs: action (required), contactIds, tagIds, contactId, +1 more.
Merge two or more duplicate contacts into one. The first ID in the group becomes the primary contact that is kept and enriched with data from the others. You can merge multiple groups at once.
Inputs: contactIds (required).
Remove one or more contacts from a group. The contacts themselves are not deleted.
Inputs: groupId (required), contactIds (required).
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.
Inputs: entity (required), searchQuery, take, cursor, +5 more.
Update a contact by ID. Only included fields are modified; omitted fields remain unchanged. Supports all fields: name, company, job title, emails (contact_emails array with email/label/ranking), phone numbers (contact_phone_numbers array with phone_number/country_code/label/ranking), social profiles (linkedin, twitter, facebook, instagram, telegram, tiktok, youtube), addresses (legacy_contact_addresses), custom field values, group associations (groups_contacts), tag associations (tags_contacts with append/remove), related contacts, birthday, archival status, and more.
Inputs: contactId (required), data (required).
Update a custom field definition by ID (e.g. rename it).
Inputs: customFieldId (required), custom_field (required).
Update a group's name or emoji by ID.
Inputs: groupId (required), name, emoji.
Update a note by ID. Can modify the note text, event_time, meeting_type ('call', 'coffee', 'email', 'meal', 'meeting', 'networking', 'note', 'other', 'party', 'text'), associated contacts (timeline_items_contacts), or custom_emoji. The meeting_type_id is resolved automatically.
Inputs: noteId (required), note (required).
Update a reminder by ID. Modify text, due date/time, linked contacts, recurrence, completion status, and notification flags.
Inputs: reminderId (required), reminder (required).
Update a tag's name or color by ID.
Inputs: tagId (required), name, color.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 28 tools
Each tool has a distinct purpose with clear boundaries, such as dex_create_contact for creation, dex_update_contact for updates, and dex_list_contacts for listing. The actions (add, create, delete, get, list, manage, merge, remove, search, update) are well-defined and target specific resources (contacts, groups, tags, notes, reminders, custom fields), eliminating ambiguity.
All tool names follow a consistent 'dex_verb_noun' pattern with snake_case, such as dex_create_contact, dex_update_contact, and dex_delete_contact. This uniformity makes the tools predictable and easy to understand across the entire set.
With 28 tools, the count is borderline high for a CRM server, potentially overwhelming for agents. While the tools cover comprehensive operations, a more streamlined set might improve usability without sacrificing functionality.
The toolset provides complete CRUD and lifecycle coverage for all core CRM entities (contacts, groups, tags, notes, reminders, custom fields), including advanced features like merging contacts, managing associations, and searching. No obvious gaps exist for typical agent workflows in this domain.
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