Qobrix CRM MCP Server

<p align="center"> <a href="https://sharpsir.group"> <img src="https://raw.githubusercontent.com/sharpsir-group/.github/main/brand/logo-blue.png" alt="SharpSir Group — Sharp Sotheby's International Realty brand logo" width="400" /> </a> </p>

<h1 align="center">Qobrix CRM MCP Server</h1>

<p align="center"> <strong>Connect Claude, Cursor, and other MCP clients to your Qobrix real-estate CRM</strong> — listings, leads, viewings, offers, contracts, and activity in one read-only <a href="https://modelcontextprotocol.io/">Model Context Protocol</a> layer.<br /> <strong>46 tools</strong> (CRM entities + analytics + cache controls), <a href="https://www.reso.org/data-dictionary/">RESO Data Dictionary 2.0</a> workflows, optional <strong>Redis-backed response caching</strong>, and <strong>167 automated tests</strong>. </p>

<p align="center"> <a href="https://github.com/sharpsir-group/qobrix-crm-mcp">GitHub</a> · <a href="https://qobrix.com/">Qobrix CRM</a> · <a href="https://modelcontextprotocol.io/">MCP specification</a> · <a href="https://www.reso.org/data-dictionary/">RESO DD 2.0</a> </p>

<p align="center"> <img src="https://img.shields.io/badge/TypeScript-3178C6?style=flat&logo=typescript&logoColor=white" alt="Built with TypeScript" /> <img src="https://img.shields.io/badge/Node.js-339933?style=flat&logo=nodedotjs&logoColor=white" alt="Requires Node.js 20+" /> <img src="https://img.shields.io/badge/MCP-000000?style=flat&logo=anthropic&logoColor=white" alt="Model Context Protocol" /> <img src="https://img.shields.io/badge/Qobrix_CRM-4A90D9?style=flat&logoColor=white" alt="Qobrix CRM integration" /> <img src="https://img.shields.io/badge/RESO_DD_2.0-1A1A2E?style=flat&logoColor=white" alt="RESO Data Dictionary 2.0" /> <img src="https://img.shields.io/badge/Zod-3E67B1?style=flat&logo=zod&logoColor=white" alt="Zod schema validation" /> <a href="https://github.com/sharpsir-group/qobrix-crm-mcp/blob/main/LICENSE"><img src="https://img.shields.io/badge/License-Apache_2.0-blue?style=flat" alt="Apache 2.0 license" /></a> </p>

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Table of contents

• What it does
• Who it is for
• Canonical real-estate workflows
• Tools at a glance
• Quick start
• Configuration
• Caching
• Cursor IDE setup
• Other MCP hosts
• Search expression syntax
• Fetching related data
• Testing
• Architecture
• How the LLM learns
• Technology
• License

---

What It Does

An AI assistant connected to this server can browse properties, qualify leads, track showings, review offers and contracts, audit follow-up activity, and discover CRM field schemas — all through natural language. Every tool description teaches the LLM which canonical real-estate workflow it belongs to, which RESO resource it maps to, and which tools to chain next.

Who it is for

• Brokerages & developers using Qobrix who want ChatGPT, Claude, or Cursor to answer questions grounded in live CRM data (not copy-pasted exports).
• Engineers wiring MCP into internal tools: stdio transport, typed Zod inputs, and no write surface — safe to experiment with prompts and agents.
• Data & operations teams running dashboards: use qobrix_count / qobrix_top_values for YoY-style metrics without custom scripts, and response caching to cut API load on repeat queries.

Canonical RE Workflows

The server is organized around six RESO-aligned business processes. The LLM receives these as built-in instructions so it can navigate the CRM without prior training.

#	Workflow	RESO Mapping	Key Tools
1	Listing Lifecycle	Property.StandardStatus	search_properties, get_property, list_media, get_property_coordinates
2	Lead-Contact Lifecycle	Contacts.ContactType funnel	search_opportunities, get_contact, search_tasks
3	Sales Pipeline	8-stage buyer journey	get_leads_by_property, get_lead_properties, list_viewings, list_offers, list_contracts
4	Showing / Viewing	ShowingAppointment	list_viewings, get_viewing, list_meetings
5	Transaction / Offer	TransactionManagement	list_offers, get_offer, list_contracts, get_contract
6	Activity / Follow-up	Engagement tracking	list_calls, list_meetings, list_email_messages, search_tasks

Status Mappings

Qobrix Property Status	RESO StandardStatus
available	Active
reserved	Pending / Under Contract
sold	Closed
withdrawn	Withdrawn / Canceled

Qobrix Opportunity Status	RESO Lead Funnel
new	MQL / Raw Lead
open	SQL / Active
won	Closed Won
closed_lost	Lost

---

Tools at a Glance

56 read-only tools — CRM entities, schema discovery, analytics (qobrix_count, qobrix_top_values, qobrix_top_records, qobrix_aggregate), a flexible deals shortcut (qobrix_deals), reporting (qobrix_timeseries, qobrix_funnel, qobrix_rep_scorecard, qobrix_stale_leads, qobrix_win_loss, qobrix_days_on_market), customer intelligence (qobrix_cohort), and cache helpers (qobrix_cache_stats, qobrix_cache_clear):

Entity Group	Tools	Capabilities
Properties	5	List, Get, Search, Coordinates (map), Properties-by-Lead
Contacts	3	List, Get, Search
Agents	3	List, Get, Search
Opportunities / Leads	5	List, Get, Search, Leads-by-Property, Lead-Properties
Property Viewings	3	List, Get, Search
Tasks	3	List, Get, Search
Media	2	List (with entity filter), Get (with size variants)
Projects	4	List, Get, Search, Coordinates
Offers	3	List, Get, Search
Contracts	3	List, Get, Search
Calls	2	List, Get
Meetings	2	List, Get
Email Messages	2	List, Get
Schema / Meta	2	Get Schema (field discovery), Get Field Options (enum values)
Analytics	4	Counts, top-N field values, top-N records by numeric/date, and sum/avg/min/max/count aggregates (with single- or multi-dim grouping) — bypasses the Qobrix sort quirk on calculated/nullable fields
Deals	1	Flexible domain shortcut over the Contracts table (sales, rentals, listings, pipeline) with kind / contract_types[] / contract_statuses[] / date_field / min_price / party filters / summary block
Reporting	6	Time-series with YoY (qobrix_timeseries), canonical sales funnel + conversion % (qobrix_funnel), per-rep scorecard / agent leaderboard (qobrix_rep_scorecard), silent-lead detection (qobrix_stale_leads), win-rate analytics (qobrix_win_loss), days-on-market (qobrix_days_on_market)
Customers	1	Repeat-buyer / seller / lead cohorts (qobrix_cohort) — find contacts that appear on multiple closed deals or opportunities
Cache	2	Stats and prefix or full invalidation for fresher reads

Every tool description includes its canonical workflow role, RESO equivalent, verified include[] options, FK resolution guidance, and search expression examples.

Analytics & Deals usage examples

The Qobrix REST API silently ignores sort on some calculated/nullable numeric fields (notably contracts.final_selling_price_amount and opportunities.budget), and "closed deals" don't actually live as a single property flag — they're rows in the Contracts table. The three new tools remove the need for client-side scripting:

// 1) Top 5 closed 2026 sales, sorted by final_selling_price_amount,
//    with property + agent + lawyers resolved to readable names.
{
  "tool": "qobrix_top_records",
  "args": {
    "resource": "contracts",
    "sort_by": "final_selling_price_amount",
    "search": "contract_type == \"cos\" and contract_status == \"agreed\" and date_of_contract >= \"2026-01-01\" and date_of_contract < \"2027-01-01\"",
    "top": 5
  }
}

// 2) 2026 sales volume, plus an agent leaderboard in one extra call.
{
  "tool": "qobrix_aggregate",
  "args": {
    "resource": "contracts",
    "field": "final_selling_price_amount",
    "op": "sum",
    "search": "contract_type == \"cos\" and contract_status == \"agreed\" and date_of_contract >= \"2026-01-01\" and date_of_contract < \"2027-01-01\"",
    "group_by": "commission_to_2",
    "top": 10
  }
}

// 3) Flexible "deals" shortcut — same answer as (1) with one default-laden call,
//    plus a full-set summary block (by_status, by_type, totals, median).
{ "tool": "qobrix_deals", "args": { "year": 2026, "top": 5 } }

// 4) Best 2026 rental contracts by final rental price.
{ "tool": "qobrix_deals", "args": { "kind": "rental", "year": 2026, "top": 5 } }

// 5) Under-contract reservations + closed sales together (pipeline + actuals).
{
  "tool": "qobrix_deals",
  "args": { "contract_statuses": ["reserved", "agreed"], "year": 2026 }
}

// 6) "My deals this year": uses the CURRENT_USER special var.
{
  "tool": "qobrix_deals",
  "args": { "assigned_to": "CURRENT_USER", "year": 2026 }
}

// 7) Monthly 2026 closed-sale volume with prior-year YoY %.
{
  "tool": "qobrix_timeseries",
  "args": {
    "resource": "contracts",
    "bucket": "month",
    "metric": "sum",
    "field": "final_selling_price_amount",
    "year": 2026,
    "search": "contract_type == \"cos\" and contract_status == \"agreed\"",
    "compare_to_prior": true
  }
}

// 8) Full 2026 sales funnel (Leads → Qualified → Viewing → Offer → Reserved → Closed).
{ "tool": "qobrix_funnel", "args": { "year": 2026 } }

// 9) 2026 agent leaderboard by volume (omit `user` for leaderboard mode).
{ "tool": "qobrix_rep_scorecard", "args": { "year": 2026, "sort_by": "volume", "top": 10 } }

// 10) Silent leads — open opportunities with no activity in 30 days.
{ "tool": "qobrix_stale_leads", "args": { "since_days": 30 } }

// 11) Multi-dim pivot: 2026 closed-sale volume by city × property_type.
{
  "tool": "qobrix_aggregate",
  "args": {
    "resource": "contracts",
    "field": "final_selling_price_amount",
    "op": "sum",
    "search": "contract_type == \"cos\" and contract_status == \"agreed\" and date_of_contract >= \"2026-01-01\" and date_of_contract < \"2027-01-01\"",
    "group_by": ["property_id", "contract_type"],
    "top": 10
  }
}

// 12) Repeat buyers — contacts behind 2+ closed sales in 2026.
{ "tool": "qobrix_cohort", "args": { "kind": "buyers", "year": 2026, "min_count": 2 } }

// 13) Win-rate by lead source in 2026, with top loss reasons resolved.
{
  "tool": "qobrix_win_loss",
  "args": { "year": 2026, "group_by": "source", "include_top_losses": true }
}

// 14) 2026 days-on-market by property type, with longest/shortest outliers.
{
  "tool": "qobrix_days_on_market",
  "args": { "kind": "sold", "year": 2026, "group_by": "property_type", "include_outliers": true }
}

---

Quick Start

git clone https://github.com/sharpsir-group/qobrix-crm-mcp.git
cd qobrix-crm-mcp
npm install
npm run build

Configuration

Create a .env file in the project root:

QOBRIX_API_URL=https://yourcrm.qobrix.com
QOBRIX_API_USER=your-api-user-uuid
QOBRIX_API_KEY=your-api-key
QOBRIX_LOCALE=en-US          # optional

Variable	Required	Description
QOBRIX_API_URL	Yes	Qobrix instance base URL
QOBRIX_API_USER	Yes	X-Api-User header value (UUID)
QOBRIX_API_KEY	Yes	X-Api-Key header value
QOBRIX_LOCALE	No	X-Locale header (e.g. en-US, el-GR)

Caching

All MCP tools are read-only GETs, so a response cache cannot corrupt CRM state. The server wraps one chokepoint (QobrixClient.request()) with a read-through cache, so every existing tool benefits without any contract change.

Design — cache-aside with single-flight coalescing:

• Tier 1 — in-memory LRU (always on, zero deps): per-process, TTL'd, size-capped.
• Tier 2 — Redis (optional, lazy-loaded via dynamic import()): set QOBRIX_REDIS_URL to enable; the server falls back to memory-only on any Redis error.
• Single-flight: when the LLM fires parallel tool calls that hit the same cold cache key (common with qobrix_top_values), all in-process callers share one upstream fetch.
• Errors are never cached — a transient 5xx will not get stuck.
• TTL only, no stale-while-revalidate in v1.

Environment variables:

Variable	Default	Description
QOBRIX_CACHE_ENABLED	true	Set to false to bypass the cache entirely
QOBRIX_CACHE_TTL	300	TTL in seconds; CRM edits visible within this window
QOBRIX_CACHE_MAX_ENTRIES	5000	LRU cap for the in-memory tier
QOBRIX_REDIS_URL	(empty)	redis:// / rediss:// URL; empty = memory only
QOBRIX_REDIS_KEY_PREFIX	qobrix:	Namespace when sharing a Redis instance

Cache tools (exposed to the LLM):

Tool	Use
qobrix_cache_stats	Hits/misses/size/in-flight/Redis status — verify the cache is paying off
qobrix_cache_clear	Invalidate all keys or by prefix (e.g. v1:request:opportunities) for instant refresh before TTL

Recommended Redis server config (for a dedicated cache-only Redis, per Redis docs):

maxmemory 256mb
maxmemory-policy allkeys-lru
maxmemory-samples 10

TTL guidance — Redis docs recommend short TTLs for frequently-changing data (60–120s) and longer for stable data (hours). 300s is a conservative default for a CRM that mixes lead pipeline (changes minutely) with property listings (changes hourly). Use qobrix_cache_clear when you need an instant refresh.

Trade-off / known limit: Single-flight coalescing is in-process only. Multi-instance deployments behind one shared Redis can still see modest stampede on cold keys; a distributed SETNX lock is future work and not needed for single-user MCP clients.

Best-practices alignment:

Best practice	Where honored
Cache-aside / read-through (Redis docs, MCP caching guides)	QobrixClient.request() wrap
Canonical, versioned cache key	cacheKey("v1", ...) with sorted params
Conservative TTL	300s default, env-overridable
Errors not cached	Wrap stores only on resolved upstream success
Single-flight stampede prevention	In-process inflight map
allkeys-lru for cache-only Redis	Documented above for self-hosters
Observability + manual invalidation	qobrix_cache_stats, qobrix_cache_clear
Official Node.js Redis client	redis (node-redis), as optionalDependencies

Cursor IDE setup

This server uses stdio MCP (a local node process). Cursor discovers servers from project or user mcp.json: .cursor/mcp.json inside the folder you opened, or ~/.cursor/mcp.json for all workspaces.

1. Prerequisites

• Node.js 20+ on the machine where Cursor runs the MCP (local laptop or remote SSH host).
• Clone this repo, install, and build (see Quick Start).
• dist/index.js must exist (npm run build) before adding the MCP entry.

2. Credentials

1. Copy the template: cp .env.example .env
2. Edit .env and set at least QOBRIX_API_URL, QOBRIX_API_USER, and QOBRIX_API_KEY (see Configuration).
3. Keep .env out of git; it is listed in .gitignore.

3. Where to put the JSON

Location	When to use
<project>/.cursor/mcp.json	You opened that project folder in Cursor; teammates can commit a template (without secrets) or you keep it local-only.
~/.cursor/mcp.json	Same MCP on every workspace on that machine.

Merge your entry into the existing "mcpServers" object; do not replace the whole file if you already have other servers.

4. Recommended: node --env-file (Node 20+)

Pass absolute paths so it works the same whether the workspace root is this repo or a parent folder (and so SSH remote paths resolve correctly).

{
  "mcpServers": {
    "qobrix-crm-mcp": {
      "command": "node",
      "args": [
        "--env-file=/absolute/path/to/qobrix-crm-mcp/.env",
        "/absolute/path/to/qobrix-crm-mcp/dist/index.js"
      ],
      "description": "Read-only Qobrix CRM MCP"
    }
  }
}

Why this pattern:

• Credentials stay in .env, not in JSON.
• Node loads the file before your server starts, so process.env is populated even when the host’s envFile field is ignored or behaves inconsistently for stdio servers.

5. Alternative: inline env

Useful if you cannot use --env-file (older Node). Secrets live in mcp.json — restrict file permissions and do not commit them.

{
  "mcpServers": {
    "qobrix-crm-mcp": {
      "command": "node",
      "args": ["/absolute/path/to/qobrix-crm-mcp/dist/index.js"],
      "env": {
        "QOBRIX_API_URL": "https://yourcrm.qobrix.com",
        "QOBRIX_API_USER": "your-api-user-uuid",
        "QOBRIX_API_KEY": "your-api-key",
        "QOBRIX_LOCALE": "en-US"
      }
    }
  }
}

You can also use Cursor’s config interpolation (for example ${env:QOBRIX_API_KEY}) so values are injected from your OS environment instead of literals.

6. Optional: envFile in MCP JSON

Cursor supports an envFile property for stdio servers. Some setups do not pass those variables into the child process reliably; if tools fail with “Missing required environment variables”, switch to --env-file as in step 4.

7. After editing mcp.json or .env

1. Reload MCP — Command Palette → MCP restart, or reload the Cursor window.
2. Check logs — View → Output → pick “MCP” / “MCP Logs” in the dropdown; fix path or Node errors there.
3. Tool approval — By default Cursor asks before each tool call; you can allow auto-run for trusted tools in Cursor settings if you prefer.

Other MCP hosts

Claude Desktop — same stdio shape: command + args to node and either --env-file or env in the host’s MCP config file.

CI / headless — run node --env-file=.env dist/index.js with a stdio MCP client library; ensure .env is supplied via secrets, not committed.

---

Search Expression Syntax

Tools that accept a search parameter use Qobrix's expression language:

Feature	Syntax	Example
Equality	==, !=	status == "available"
Comparison	<, >, <=, >=	list_selling_price_amount <= 500000
Contains	contains, starts with, ends with	city contains "Limas"
Set membership	in [...]	property_type in ["villa","house"]
Range	in min..max	bedrooms in 2..4
Logical	and, or, not	status == "available" and sale_rent == "for_sale"
Time variables	NOW, THIS_WEEK, THIS_MONTH, DAYS_AGO(n)	created >= DAYS_AGO(30)
Current user	CURRENT_USER	assigned_to == CURRENT_USER
Association path	Entity.field	Properties.price > 100000

Tip: Call qobrix_get_schema with any resource name to discover all available field names before building search expressions.

---

Fetching Related Data

Three strategies to resolve foreign keys:

1. include[] parameter — expand associations inline in one call

qobrix_get_property({ id: "...", include: ["Agents", "PropertyViewings"] })

2. Separate get call — take the UUID from an FK field and call the appropriate tool

// property.agent → UUID
qobrix_get_agent({ id: "<agent-uuid>" })

3. Search by FK — find related records via search expression

qobrix_search_properties({ search: 'agent == "<agent-uuid>"' })

Only include[] values marked Verified in tool descriptions are guaranteed to work. When include[] is unavailable for an association, use search-by-FK.

---

Payload defaults

To keep tool outputs short enough for the calling LLM's context window, list / search / get tools default to compact payloads:

Param	Default	Effect when default
expand	false	Foreign keys come back as UUID strings instead of being expanded into nested objects. Resolve them on demand with the matching get tool or with a targeted include[].
media	false	Inline media (photos, floor plans, thumbnail URLs) is not attached to list rows. Use qobrix_list_media({ related_model: 'Properties', related_id: '<uuid>' }) when media is actually needed.

Override per call only when the caller actually needs the heavier payload:

// Cheap browse — recommended for most reporting / pipeline calls
qobrix_list_properties({ limit: 10 });

// Heavy detail — only when the LLM truly needs nested FKs + media URLs
qobrix_list_properties({ limit: 5, expand: true, media: true });

// Prefer surgical include[] over full expand=true:
qobrix_get_property({ id: "...", include: ["AgentAgents", "ProjectProjects"] });

This change typically shrinks qobrix_list_properties({ limit: 10 }) from ~300 KB to ~5–10 KB.

---

Output cap

Every tool result is capped at QOBRIX_MCP_MAX_RESULT_CHARS characters of rendered JSON (default 30 000, roughly 7.5 K tokens). Behaviour:

• Paginated payloads ({ data: [...], pagination: {...} }): truncated to the largest prefix of data[] that fits, and a _truncated block is attached with kept_rows, omitted_rows, original_chars, max_chars, and a hint telling the LLM how to scope the next call.
• Non-paginated payloads (single get, custom analytic shapes): the JSON is clipped at the cap and a QOBRIX_MCP TRUNCATED trailer is appended with the same guidance.

Override the cap with the env var (set to 0 to disable, not recommended in production):

QOBRIX_MCP_MAX_RESULT_CHARS=60000

If you regularly hit the cap, that's a signal to use fields[] (whitelist columns), a tighter search expression, a smaller limit, or keep expand=false / media=false.

---

Testing

The project includes 172 automated tests across 48 describe suites (integration, multi-step scenarios, RESO workflows, cache, and output-cap behaviour):

# Integration tests — individual tool mechanics
npm test

# Scenario tests — multi-step tool chains (18 real-world scenarios)
npm run test:scenarios

# Workflow tests — canonical RE business processes (8 RESO-aligned suites)
npm run test:workflows

# Cache tests — read-through, single-flight, LRU eviction (no API needed)
npm run test:cache

# Format tests — output cap + truncation behaviour (no API needed)
npm run test:format

# Run everything
npm run test:all

Suite	Tests	Coverage
Integration	70	Every tool, pagination edge cases, include/fields mechanics, analytics + reporting tools
Scenarios	54	Agent morning brief, buyer search, lead triage, FK chains, pipeline reports
Workflows	39	Listing lifecycle, lead funnel, sales pipeline, showing, transaction, media, activity, schema
Cache	19	Read-through cache, single-flight coalescing, LRU eviction, key canonicalization (no live API)
Format	5	formatResult output cap, paginated truncation with _truncated marker, fallback trailer, env override (no live API)

---

Architecture

src/
├── index.ts          # MCP server entry point + RESO workflow instructions
├── client.ts         # QobrixClient — HTTP + read-through response cache
├── cache.ts          # LRU memory tier, optional Redis, single-flight coalescing
├── types.ts          # TypeScript interfaces
├── schemas.ts        # Zod schemas with rich LLM-facing descriptions
└── tools/
    ├── index.ts      # Tool registration hub
    ├── properties.ts # Listing Lifecycle tools
    ├── contacts.ts   # Lead-Contact Lifecycle tools
    ├── agents.ts     # RESO Member tools
    ├── opportunities.ts # Sales Pipeline tools
    ├── viewings.ts   # Showing Lifecycle tools
    ├── tasks.ts      # Follow-up & Pipeline Management tools
    ├── media.ts      # Media Lifecycle tools
    ├── projects.ts   # Project/Development tools
    ├── offers.ts     # Transaction Lifecycle tools
    ├── contracts.ts  # Transaction close tools
    ├── activities.ts # Activity Tracking (calls, meetings, emails)
    ├── analytics.ts  # qobrix_count, qobrix_top_values, qobrix_top_records, qobrix_aggregate
    ├── deals.ts      # qobrix_deals (flexible Contracts shortcut)
    ├── reports.ts    # qobrix_timeseries (bucketed metric + YoY), qobrix_days_on_market
    ├── pipeline.ts   # qobrix_funnel, qobrix_stale_leads, qobrix_win_loss
    ├── productivity.ts # qobrix_rep_scorecard
    ├── customers.ts  # qobrix_cohort (repeat buyers/sellers/leads)
    ├── cache.ts      # qobrix_cache_stats, qobrix_cache_clear
    └── meta.ts       # Schema Discovery tools
test-suite/
├── integration.test.mjs  # 55 integration tests
├── scenarios.test.mjs    # 54 scenario tests
├── workflows.test.mjs    # 39 workflow tests
└── cache.test.mjs        # 19 cache unit tests

How the LLM Learns

The server teaches the LLM at three levels:

1. Server instructions — top-level instructions field in the MCP initialize response provides the full data model, six canonical workflows with tool recipes, search syntax, FK resolution strategies, and known quirks.

2. Tool descriptions — each of the 46 tool descriptions includes its canonical workflow role, RESO equivalent, verified include[] options, FK field mappings, response shape, and search examples.

3. Parameter descriptions — Zod schemas provide per-parameter help with concrete examples, valid enum values, and cross-tool references.

---

Technology

Component	Technology
Runtime	Node.js ≥ 20
Language	TypeScript 5.7
MCP SDK	@modelcontextprotocol/sdk 1.26
Validation	Zod 3.24
Optional cache	redis 4.x (node-redis) when QOBRIX_REDIS_URL is set
Transport	stdio (standard MCP transport)
API Auth	X-Api-User + X-Api-Key headers
Testing	Node.js built-in test runner (node:test)

License

Apache License 2.0 — Copyright 2025–2026 SharpSir Group

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