Centrex MCP Server

MCP (Model Context Protocol) server for the Centrex Software CRM & LOS API v1. Gives Claude direct access to contacts, advances, documents, alerts, users, teams, and lender submissions.

Quick Install

Option A — Terminal (Claude Code)

claude mcp add centrex \
  --command node \
  --args "/path/to/centrex-mcp-server/dist/index.js" \
  -e CENTREX_ACCESS_TOKEN=your_token_here

Option B — Manual JSON config

Add to ~/.claude.json (global) or .claude.json in your project:

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here",
        "CENTREX_ACCOUNT_ID": "optional_account_id",
        "CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS": "false"
      }
    }
  }
}

Option C — Claude Desktop

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

{
  "mcpServers": {
    "centrex": {
      "command": "node",
      "args": ["C:/path/to/centrex-mcp-server/dist/index.js"],
      "env": {
        "CENTREX_ACCESS_TOKEN": "your_access_token_here"
      }
    }
  }
}

---

Installation & Build

git clone https://github.com/AllianceGS-Development/centrex-mcp-server.git
cd centrex-mcp-server
npm install
npm run build       # compiles TypeScript → dist/

Copy .env.example to .env and fill in your credentials, then point the config to dist/index.js.

---

Environment Variables

Variable	Required	Description
CENTREX_ACCESS_TOKEN	Yes	Bearer token from Centrex → Settings → API
CENTREX_ACCOUNT_ID	No	Lock to a specific account/org ID
CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS	No	Set true to allow DELETE operations (default false)

Get your API access token from your Centrex account under Settings → API or contact support@centrexsoftware.com.

---

Tools Reference

Contacts

centrex_list_contacts

Search and list contacts with optional filters.

Parameter	Type	Required	Description
search	string	No	Full-text search query
email	string	No	Filter by email
phone	string	No	Filter by phone number
status	string	No	Filter by contact status
limit	string	No	Results per page (default 25)
offset	string	No	Pagination offset

centrex_get_contact

Get a single contact by ID.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID

centrex_create_contact

Create a new contact/lead.

Parameter	Type	Required	Description
first_name	string	Yes	First name
last_name	string	Yes	Last name
email	string	No	Email address
phone	string	No	Phone number
business_name	string	No	Business/company name
address	string	No	Street address
city	string	No	City
state	string	No	State (2-letter)
zip	string	No	ZIP code
status	string	No	Contact status
assigned_user_id	string	No	User to assign this contact to

centrex_update_contact

Update an existing contact (partial update).

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID to update
first_name	string	No	New first name
last_name	string	No	New last name
email	string	No	New email
phone	string	No	New phone
business_name	string	No	New business name
status	string	No	New status
assigned_user_id	string	No	Reassign to user

centrex_delete_contact

Delete a contact. Requires CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID to delete

---

Contact Notes

centrex_get_contact_notes

Get all notes for a contact.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID

centrex_create_contact_note

Add a note to a contact.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID
note	string	Yes	Note text
type	string	No	Note type/category

---

Communication

centrex_send_communication

Send email or SMS to a contact.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID
type	string	Yes	email or sms
message	string	Yes	Message body
subject	string	Cond.	Required for email
template_id	string	No	Template ID to use

---

Advances (Loans)

centrex_list_advances

List loan/advance records.

Parameter	Type	Required	Description
contact_id	string	No	Filter by contact
status	string	No	Filter by status
limit	string	No	Results per page
offset	string	No	Pagination offset

centrex_create_advance

Create a new loan/advance record.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact this advance belongs to
amount	number	Yes	Advance amount
status	string	No	Status
type	string	No	Advance type
notes	string	No	Notes

---

Documents

centrex_list_documents

List documents.

Parameter	Type	Required	Description
contact_id	string	No	Filter by contact
limit	string	No	Results per page
offset	string	No	Pagination offset

centrex_get_document

Get document metadata and download URL.

Parameter	Type	Required	Description
document_id	string	Yes	Document ID

---

Alerts

centrex_list_alerts

List alerts/reminders.

Parameter	Type	Required	Description
contact_id	string	No	Filter by contact
status	string	No	Filter by status
limit	string	No	Results per page
offset	string	No	Pagination offset

centrex_create_alert

Create an alert/reminder.

Parameter	Type	Required	Description
contact_id	string	Yes	Contact ID
message	string	Yes	Alert message
due_date	string	No	ISO 8601 due date
assigned_user_id	string	No	User to assign to
type	string	No	Alert type

---

Users & Teams

centrex_list_users

List users/agents.

Parameter	Type	Required	Description
limit	string	No	Results per page
offset	string	No	Pagination offset

centrex_get_user

Get a user by ID.

Parameter	Type	Required	Description
user_id	string	Yes	User ID

centrex_list_teams

List teams.

Parameter	Type	Required	Description
limit	string	No	Results per page
offset	string	No	Pagination offset

---

Lender Submissions

centrex_list_submissions

List lender submission records.

Parameter	Type	Required	Description
contact_id	string	No	Filter by contact
status	string	No	Filter by status
limit	string	No	Results per page
offset	string	No	Pagination offset

centrex_get_submission

Get a specific submission.

Parameter	Type	Required	Description
submission_id	string	Yes	Submission ID

---

Generic Escape Hatch

centrex_request

Make a raw authenticated request to any Centrex API endpoint not covered by dedicated tools.

Parameter	Type	Required	Description
method	string	Yes	GET, POST, PUT, PATCH, DELETE
path	string	Yes	API path starting with / (e.g. /contacts/123/forms)
params	object	No	Query string parameters
body	object	No	Request body for POST/PUT/PATCH

---

Centrex API Endpoint Reference

Resource	Method	Endpoint	Description
Contacts	GET	/contacts	List/search contacts
Contacts	POST	/contacts	Create contact
Contacts	GET	/contacts/{id}	Get contact
Contacts	PUT	/contacts/{id}	Update contact
Contacts	DELETE	/contacts/{id}	Delete contact
Contact Notes	GET	/contacts/{id}/notes	Get notes
Contact Notes	POST	/contacts/{id}/notes	Add note
Communication	POST	/contacts/{id}/communication	Send email/SMS
Forms	POST	/contacts/{id}/forms	Send external form
Advances	GET	/advances	List advances
Advances	POST	/advances	Create advance
Advances	GET	/advances/{id}	Get advance
Advances	PUT	/advances/{id}	Update advance
Documents	GET	/documents	List documents
Documents	POST	/documents	Upload document
Documents	GET	/documents/{id}	Get document
Alerts	GET	/alerts	List alerts
Alerts	POST	/alerts	Create alert
Alerts	PUT	/alerts/{id}	Update alert
Alerts	DELETE	/alerts/{id}	Delete alert
Users	GET	/users	List users
Users	POST	/users	Create user
Users	GET	/users/{id}	Get user
Users	PUT	/users/{id}	Update user
Users	DELETE	/users/{id}	Delete user
Users	GET	/users/preferences	User preferences
Teams	GET	/teams	List teams
Teams	POST	/teams	Create team
Teams	GET	/teams/{id}	Get team
Teams	PUT	/teams/{id}	Update team
Teams	DELETE	/teams/{id}	Delete team
Submissions	GET	/submissions	List submissions
Submissions	GET	/submissions/{id}	Get submission
Submissions	GET	/submissions/{id}/status	Submission status
Credit Reports	GET	/credit-reports	Credit report data
Webhooks	POST	/webhooks	Configure webhooks

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Security

• Bearer token is never logged or exposed in output
• Sensitive fields are redacted from responses
• SSRF protection: only api.centrexsoftware.com is reachable
• Destructive operations (DELETE) require explicit opt-in via CENTREX_ALLOW_DESTRUCTIVE_OPERATIONS=true

License

MIT — Alliance Global Solutions 2026