Unofficial Dex CRM MCP Server
An MCP server that integrates the Dex personal CRM API with AI assistants to manage contacts, groups, tags, and reminders through 27 specialized tools. It enables users to perform unified searches and execute full CRUD operations on their CRM data via natural language.
README
Unofficial Dex CRM MCP Server
An MCP (Model Context Protocol) server that exposes the Dex personal CRM API to AI assistants like Cursor, Claude Desktop, VS Code Copilot, and any MCP-compatible client.
Features
- 27 focused tools covering all core Dex CRM operations
- Contacts: get, create, update, delete, merge duplicates
- Groups: create, update, delete, list/add/remove members
- Tags: create, update, delete, manage tag-contact associations
- Reminders: create, update, delete
- Notes/Timeline: create, update, delete (with note type support)
- Custom Fields: list, create, update, delete
- Unified search across contacts, groups, tags, reminders, notes, and views
- User profile
Prerequisites
- Node.js >= 18
- A Dex account with an API key (Dex Professional plan required)
Setup
1. Install dependencies
npm install
2. Build
npm run build
3. Get your Dex API Key
Go to Dex Settings > API and copy your API key.
4. Configure your AI client
Cursor
Add to .cursor/mcp.json in your project root (or ~/.cursor/mcp.json for global):
{
"mcpServers": {
"dex": {
"command": "node",
"args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
"env": {
"DEX_API_KEY": "dex_your_api_key_here"
}
}
}
}
Claude Desktop
Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"dex": {
"command": "node",
"args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
"env": {
"DEX_API_KEY": "dex_your_api_key_here"
}
}
}
}
VS Code
Add to .vscode/mcp.json in your project root:
{
"mcpServers": {
"dex": {
"command": "node",
"args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
"env": {
"DEX_API_KEY": "dex_your_api_key_here"
}
}
}
}
Development
Run the server in development mode (with hot reload via tsx):
DEX_API_KEY=dex_your_key npm run dev
Testing with MCP Inspector
The project includes a built-in inspect script that opens the MCP Inspector UI in your browser. It loads DEX_API_KEY from your .env file automatically.
npm run build
npm run inspect
This starts the inspector at http://localhost:6274 where you can browse all tools and invoke them interactively.
Note: Requires Node.js >= 18. If using nvm:
nvm use 21(or any 18+) before running.
Available Tools (27)
| Tool | Description |
|---|---|
| Search | |
dex_search |
Unified search across contacts, groups, tags, reminders, notes, and views |
| Contacts | |
dex_get_contact |
Get full contact details by ID (includes tags, groups, notes) |
dex_create_contact |
Create a new contact |
dex_update_contact |
Update a contact by ID |
dex_delete_contact |
Delete a contact by ID |
dex_merge_contacts |
Merge duplicate contacts into one |
| Groups | |
dex_create_group |
Create a new group |
dex_update_group |
Update a group's name or emoji |
dex_delete_group |
Delete a group |
dex_list_group_contacts |
List contacts in a specific group |
dex_add_contacts_to_group |
Add contacts to a group |
dex_remove_contacts_from_group |
Remove contacts from a group |
| Tags | |
dex_create_tag |
Create a new tag |
dex_update_tag |
Update a tag's name or color |
dex_delete_tag |
Delete a tag |
dex_manage_contact_tags |
Add, remove, or create-and-assign tags to contacts |
| Reminders | |
dex_create_reminder |
Create a reminder (supports recurrence) |
dex_update_reminder |
Update a reminder |
dex_delete_reminder |
Delete a reminder |
| Notes / Timeline | |
dex_create_note |
Create a note (types: meeting, call, email, note, coffee, etc.) |
dex_update_note |
Update a note |
dex_delete_note |
Delete a note |
| Custom Fields | |
dex_list_custom_fields |
List all custom field definitions |
dex_create_custom_field |
Create a custom field |
dex_update_custom_field |
Update a custom field |
dex_delete_custom_field |
Delete a custom field |
| User | |
dex_get_current_user |
Get current user profile |
License
MIT
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