NewCrm MCP Server Foundation

This project is a separate MCP server for the existing NewCrm CRM. It does not modify the CRM codebase and does not connect directly to MongoDB.

Current scope is intentionally limited to a clean foundation for future MCP integration.

Architecture

ChatGPT Work ↓ OAuth 2.1 ↓ NewCrm MCP Server ↓ Existing NewCrm Backend APIs ↓ MongoDB

The MCP server is designed to communicate with the existing CRM through the existing backend API layer wherever possible.

Current status

The project intentionally does not include:

• OAuth implementation
• MCP tools
• HubSpot integration
• write operations
• create, update, or delete operations
• MongoDB access
• bulk exports
• webhooks
• batch updates

Project structure

NewCrm-MCP/
├── src/
│   ├── audit/
│   │   └── logger.js
│   ├── auth/
│   │   └── tokenValidator.js
│   ├── config/
│   │   └── env.js
│   ├── permissions/
│   │   └── roleDefinitions.js
│   ├── services/
│   │   └── crmApiClient.js
│   ├── tools/
│   │   └── index.js
│   └── server.js
├── .env.example
├── .gitignore
├── package.json
├── README.md
└── node_modules/

Installation

1. Open a terminal in the project folder.
2. Install dependencies:

npm install

Environment variables

Copy the example file and set values in your local .env file:

copy .env.example .env

The .env file should contain values such as:

• PORT
• HOST
• NODE_ENV
• CRM_API_BASE_URL=https://www.jtcrm.in/api
• MCP_SERVER_NAME
• MCP_SERVER_VERSION
• LOG_LEVEL
• CRM_API_TIMEOUT_MS

Do not commit secrets or real tokens to source control. Do not store a permanent admin JWT or any production credential in the project.

CRM API integration

This project includes a reusable CRM API client for safe read-only access to the existing NewCrm backend APIs.

Current supported endpoint:

• GET /api/leads

The service is intentionally restricted to explicitly configured endpoints only. It does not accept arbitrary URLs from MCP users.

Example usage:

import { getLeads } from "./src/services/crmApiClient.js";

const result = await getLeads({
  authToken: process.env.CRM_API_TEST_AUTH_TOKEN,
});

This keeps the integration reusable for future CRM API calls while avoiding direct MongoDB access and write operations.

Safe testing guidance

For development or testing, pass a user-scoped JWT at runtime from the caller or a local ephemeral environment value. Do not put a shared admin token in .env.

Example local test flow:

$env:CRM_API_TEST_AUTH_TOKEN="<user_jwt_here>"
node --input-type=module -e "import { getLeads } from './src/services/crmApiClient.js'; const result = await getLeads({ authToken: process.env.CRM_API_TEST_AUTH_TOKEN }); console.log(result);"

The service will never log the token itself and only sends the x-auth-token header when a caller provides it.

Run the server

npm start

Optional development mode:

npm run dev

How /mcp works

This project uses the official MCP SDK with Streamable HTTP transport.

The server exposes a single MCP endpoint at /mcp.

• POST /mcp handles MCP JSON-RPC initialization and follow-up requests.
• A new session is created when an initialization request is received.
• Each session stores its associated Streamable HTTP transport.
• DELETE /mcp closes a session when it is no longer needed.
• GET /mcp currently returns 405 Method Not Allowed because this foundation does not yet support streaming GET requests.

This is the correct foundation for future tool and backend integrations without adding CRM functionality prematurely.

Testing the server

After starting the server, confirm it is listening successfully:

curl -i http://127.0.0.1:3002/mcp

Expected behavior:

• The server should respond with HTTP 405 for GET requests on /mcp.
• The server should also accept POST requests for MCP initialization and JSON-RPC traffic once a compatible client is connected.

A successful startup is indicated by logs similar to:

{"timestamp":"...","level":"info","message":"NewCrm MCP foundation server started","host":"127.0.0.1","port":3002,"endpoint":"/mcp"}

Notes

This repository is intentionally isolated from the existing NewCrm project. It is a stand-alone MCP foundation server and does not include direct database access or CRM-specific business logic.