bowimi-mcp

bowimi-mcp

MCP server for Bowimi field sales CRM, enabling Claude to query routes, locations, contacts, orders, and products.

Category
Visit Server

README

bowimi-mcp

MCP server for Bowimi — the field sales CRM. Connect Claude to your Bowimi account to query routes, locations, contacts, orders, products, and more.

Setup

1. Get your API key

In Bowimi: Settings → Integrations → Zapier → API Key

The key format is subdomain:longkey.

2. Install

git clone https://github.com/YOUR_USERNAME/bowimi-mcp
cd bowimi-mcp
npm install

3. Configure Claude Desktop

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

{
  "mcpServers": {
    "bowimi": {
      "command": "node",
      "args": ["/absolute/path/to/bowimi-mcp/src/index.js"],
      "env": {
        "BOWIMI_SUBDOMAIN": "yoursubdomain",
        "BOWIMI_API_KEY": "yoursubdomain:yourapikey"
      }
    }
  }
}

Restart Claude Desktop. The Bowimi tools will appear.

Alternative: email/password auth

"env": {
  "BOWIMI_SUBDOMAIN": "yoursubdomain",
  "BOWIMI_EMAIL": "you@company.com",
  "BOWIMI_PASSWORD": "yourpassword"
}

Available tools

Account & users

Tool Description
get_app_info Account info, brand details, permission keys
list_users All users in the account
get_current_user Currently authenticated user
invite_user Invite a new user (requires email + roleUuid)

Tags & surveys

Tool Description
list_tags All tag groups and tags (filter: location or company)
create_tag Create a tag in an existing group
list_surveys All surveys and their questions

Locations (entities)

Tool Description
get_location Full details for one or more locations by UUID
get_location_tags Tags assigned to locations
get_location_products Products listed at locations
get_location_contacts All contacts for a location
create_location Create a new location/outlet

Route

Tool Description
get_route Current user's planned stops (My Route) with names, addresses, coordinates, last contacted date

Tasks

Tool Description
get_task_summary Task counts: available, overdue, today
create_task Create a new task (optionally linked to a location)

Orders

Tool Description
get_order_summary Order totals: last month, this month, this week
get_orders Full order details by UUID
create_order Place a new order

Products

Tool Description
list_products All products
get_product_details Full product details by UUID
create_product Create a new product

Companies

Tool Description
list_companies All company/RTM UUIDs
create_company Create a new company/RTM

Contacts

Tool Description
get_contacts Contact details by UUID
create_or_update_contact Create or update a contact on a location or company

Activity & insights

Tool Description
get_visit_summary Today's visit summary: done/missed yesterday, remaining today
get_insights Combined dashboard: visits + tasks + orders
list_shortcuts Saved location shortcuts (pre-filtered views)

Example prompts

  • "Show me my route for today"
  • "Which stops haven't been visited in 90+ days?"
  • "What are the task and order counts this week?"
  • "Get the contacts for location UUID abc-123"
  • "List all products and their UUIDs"

Architecture

src/
  index.js   — MCP server (tool definitions)
  client.js  — Bowimi API client (HTTP methods)
  auth.js    — Auth: API key or email/password session

API base: https://{subdomain}.bowimi.com/_api/v4.6.1/

Bowimi uses non-standard HTTP methods: QUERY (read with body) and LIST in addition to standard GET/POST/PATCH/DELETE.

Known limitations

  • Location search (location/map endpoint) returns a server error — use get_route to get your assigned stops, then get_location with specific UUIDs.
  • Activity feed (activity endpoint) returns a server error — use get_visit_summary and get_insights instead.
  • Task listing requires task UUIDs (no filter-based list) — use get_task_summary for counts.
  • Roles endpoint requires admin permissions — not available with field-sales API keys.

License

MIT

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