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kerryhatcher/easycrm

v1.0.0MIT

Search and manage EasyCRM contacts, organizations, relationships, and contact activity through authenticated MCP tools.

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EasyCRM plugin

An Agent Plugins 1.0 package connecting ChatGPT-compatible hosts to the existing EasyCRM MCP server. The package includes the MCP connection, a CRM workflow skill, and the existing EasyCRM icon. It creates no separate backend.

Build and share

From the repository root:

python scripts/package_plugin.py --output /tmp/easycrm-plugin.zip

The ZIP contains one easycrm/ directory. Share that archive or the source in this directory. Install/import it using the host's plugin workflow. An account plugin saved privately is not automatically published to the public directory. Each user connects their own EasyCRM account; the package grants no database access by itself.

OAuth setup

Server: https://crm-api.kerryhatcher.com/functions/v1/crm-mcp

Issuer: https://wgfpbkwjrejnlliznfdu.supabase.co/auth/v1

The production server uses Supabase OAuth with authorization code and PKCE. Public dynamic client registration is disabled. For a new host connection:

  1. Open the host's MCP connection management page and copy its exact OAuth redirect URI. Do not reuse the Codex desktop client's localhost callback or guess ChatGPT's callback; it can be connection-specific.
  2. In Supabase Authentication → OAuth Apps, register the host as a public PKCE client with that exact redirect URI and no client secret.
  3. Configure the host connection with the returned client ID and token endpoint authentication method none. Request openid email offline_access.
  4. Connect and complete EasyCRM sign-in and consent in the browser.
  5. Verify a read-only search before attempting edits.

When packaging for a host that requires an explicit provided client, add the following verified registration under the server's extensions.com.openai.auth and rebuild (the public client ID is not a secret):

"client": {
  "mode": "provided",
  "clientId": "YOUR_REGISTERED_PUBLIC_CLIENT_ID",
  "tokenEndpointAuthMethod": "none"
}

The generic shared source leaves the host-specific client configuration unset. Do not ship passwords, access tokens, refresh tokens, or client secrets. Forks using a different backend must update the MCP URL, OAuth registration, publisher metadata, and skill instructions to match that backend.

Capabilities

  • Find, create, and update contacts and organizations.
  • Read contact history and append notes, calls, emails, meetings, and other events.
  • Read, create, and remove relationships between contacts and organizations.

History is append-only. Contact and organization deletion is not exposed through MCP. The plugin has no email-sending or calendar-sync functionality. The source of the tools is supabase/functions/crm-mcp/ at the repository root.

Validation

The packaging script checks identity, manifest fields, the connection transport, OAuth configuration, skill frontmatter, contained icon paths, and archive contents. It includes only the plugin files and rejects symlinks. Run python -m unittest discover -s tests to run the repository tests, including packaging checks.

This package is MIT licensed; see LICENSE. The icon derives from the repository's web/app/public/favicon.svg.