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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.

glama
Updated
Mar 10, 2026

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

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)

ToolDescription
Search
dex_searchUnified search across contacts, groups, tags, reminders, notes, and views
Contacts
dex_get_contactGet full contact details by ID (includes tags, groups, notes)
dex_create_contactCreate a new contact
dex_update_contactUpdate a contact by ID
dex_delete_contactDelete a contact by ID
dex_merge_contactsMerge duplicate contacts into one
Groups
dex_create_groupCreate a new group
dex_update_groupUpdate a group's name or emoji
dex_delete_groupDelete a group
dex_list_group_contactsList contacts in a specific group
dex_add_contacts_to_groupAdd contacts to a group
dex_remove_contacts_from_groupRemove contacts from a group
Tags
dex_create_tagCreate a new tag
dex_update_tagUpdate a tag's name or color
dex_delete_tagDelete a tag
dex_manage_contact_tagsAdd, remove, or create-and-assign tags to contacts
Reminders
dex_create_reminderCreate a reminder (supports recurrence)
dex_update_reminderUpdate a reminder
dex_delete_reminderDelete a reminder
Notes / Timeline
dex_create_noteCreate a note (types: meeting, call, email, note, coffee, etc.)
dex_update_noteUpdate a note
dex_delete_noteDelete a note
Custom Fields
dex_list_custom_fieldsList all custom field definitions
dex_create_custom_fieldCreate a custom field
dex_update_custom_fieldUpdate a custom field
dex_delete_custom_fieldDelete a custom field
User
dex_get_current_userGet current user profile

License

MIT

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