lm-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., "@lm-mcp-serverlist my clients"
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.
lm-mcp-server
The LiquidMind MCP server. It exposes a small set of READ and PROPOSE tools to Claude (Cowork) and translates each tool call into an HTTP call against the existing Liquid-Mind-CRM API. It holds no business logic and no platform credentials — it is a thin, authenticated router that sits in front of tools that already exist.
Claude Cowork ──HTTPS (bearer)──▶ lm-mcp ──HTTP (service token)──▶ Liquid-Mind-CRM API
(connector) (this) (truth ledger + Action_Queue)Scope (v1)
READ tools — pull from the truth ledger via the CRM API. No side effects.
list_clients,resolve_client,get_series_performance,get_campaign_performance,list_tasks,run_ad_review
PROPOSE tools — write a row to the CRM
Action_Queue(status = 'proposed'). They never touch a campaign.propose_bid_change,propose_budget_shift,propose_audience_rebuild,propose_campaign_state,propose_new_campaign
There is no EXECUTE in v1. Nothing this server does moves money — the worst a
compromised token can do is read data and insert proposal rows a human must still
approve. EXECUTE (apply_approved_action) is deliberately deferred (see Roadmap).
Related MCP server: Paid Media MCP
Layout
src/
index.ts Express + streamable-HTTP transport + incoming bearer auth
server.ts Builds the McpServer and registers tools
config.ts Env loading/validation (all endpoints are config vars)
auth.ts Bearer check for the /mcp endpoints
clients/
crmClient.ts Thin HTTP client for the CRM API
webToolsClient.ts Thin client for the WebPages PHP tools (reserved for EXECUTE)
tools/
read.ts READ tools
propose.ts PROPOSE tools
index.ts, util.ts
Dockerfile, docker-compose.yml, cloudflared/config.example.yml, .env.exampleRun locally
cp .env.example .env # set MCP_AUTH_TOKEN and CRM_BASE_URL / CRM_SERVICE_TOKEN
npm install
npm run build
npm start # listens on :8930
curl localhost:8930/healthRun with Docker
cp .env.example .env # fill in values
docker compose up -d --buildBind stays on 127.0.0.1:8930; put Cloudflare in front for the public hostname.
Cloudflare
Give it its own subdomain — lm-mcp.website.com — not a path under the website.
Preferred: a Cloudflare Tunnel so the droplet needs no open inbound port. Either run the token-based sidecar (uncomment
cloudflaredindocker-compose.yml, setTUNNEL_TOKEN) or a locally-installedcloudflaredwithcloudflared/config.example.yml.Do not put interactive Cloudflare Access / SSO in front of
/mcp— the client is Anthropic-hosted, not a browser; an interactive login breaks the connector. Use the app's bearer token for identity and Cloudflare for the non-interactive layers (WAF, rate limiting, optional IP allowlist).Disable caching for
lm-mcp.*and confirm streaming works end-to-end through the proxy.
The connector URL Claude uses is https://lm-mcp.website.com/mcp, with
Authorization: Bearer <MCP_AUTH_TOKEN>.
Configuration
Var | Required | Purpose |
| yes | Bearer token the MCP client must present. |
| yes | Base URL of the CRM API (localhost when co-located; private VPC IP when split out). |
| yes* | Service credential sent to the CRM as |
| no | Reserved for EXECUTE. |
| no | Reserved for EXECUTE. |
| no | Default |
* Required in practice because the CRM API is behind requireAuth. See below.
CRM-side contract (what this server depends on)
This repo assumes two things on the CRM. They are not in this repo — they live
in Liquid-Mind-CRM:
A service credential. The CRM routes are gated by
requireAuth(...). The MCP server sendsCRM_SERVICE_TOKENas a bearer token; the CRM must accept a non-interactive service identity (a long-lived service JWT, or a dedicated middleware branch) with a role that permits the READ routes and the actions route.The Action_Queue endpoint + table. The PROPOSE tools
POST /api/actionswith this envelope:{ "actionType": "bid_change", "clientId": 42, "seriesASIN": "B0...", "platform": "AMG", "rationale": "…", "expectedImpactUsd": 430, "modelBasis": "…", "currentValue": { "…": "…" }, "proposedValue": { "…": "…" }, "proposedBy": "claude" }The endpoint should insert a row in
status = 'proposed'and return the created row (including itsactionId). The approve/deny UI and the atomic approved-only execution gate live on the CRM side. (Ask Claude for theAction_Queuemigration + routes — designed but not yet added.)
Until #2 exists, the READ tools work fully and the PROPOSE tools will return a clear error from the CRM (404) — which is the expected state before the queue is built.
Adding a tool
Add a
server.registerTool(name, { title, description, inputSchema }, handler)intools/read.tsortools/propose.ts.The handler should be thin: call
crm.get/post/...and returnok(data)/fail(msg). No business logic here — extend the CRM instead.Keep the tool list small and parameterized; prefer one flexible tool over many near-duplicates.
Roadmap
EXECUTE phase: add
apply_approved_action(actionId)— looks up an APPROVEDAction_Queuerow, routes to the matching WebPages tool viawebToolsClient(or enqueues the existing Redis worker job), writes back the result. Refuses anything not inapprovedstate.Surface C: wrap the AMS_Automation scripts (e.g.
pnl_sheet_filler.py) behind a job-runner or the existing Redis queue so they become EXECUTE targets.Per-manager identity: swap the shared bearer token for OAuth if you want per-account-manager attribution on proposals.
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