Act CRM MCP Server by CData

@CDataSoftware

About Act CRM MCP Server by CData

This project builds a read-only MCP server. For full read, write, update, delete, and action capabilities and a simplified setup, check out our free CData MCP Server for Act CRM (beta): https://www.cdata.com/download/download.aspx?sku=FTZK-V&type=beta

#act-crm #mcp-server #cdata

Config

Add this server to your MCP-compatible client using the configuration below.

{
  "mcpServers": {
    "{classname_dash}": {
      "command": "PATH\\TO\\java.exe",
      "args": [
        "-jar",
        "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
        "PATH\\TO\\act-crm.prp"
      ]
    }
  }
}

Tools

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Overview

What is Act CRM MCP Server by CData?

Act CRM MCP Server by CData is a read-only MCP (Model Context Protocol) server that lets AI assistants like Claude Desktop query live Act CRM data using natural language. It wraps the CData JDBC Driver for Act CRM to expose Act CRM as relational SQL models via a simple MCP interface.

How to use Act CRM MCP Server by CData?

Clone the repository, build with mvn clean install, then download and license the CData JDBC Driver for Act CRM. Configure the connection string using the driver’s utility, create a .prp file with your JDBC settings, and add the server to Claude Desktop’s claude_desktop_config.json. Run or restart Claude Desktop to start querying Act CRM data.

Key features of Act CRM MCP Server by CData

Read-only access to live Act CRM data via MCP
Wraps the CData JDBC Driver for Act CRM
Supports natural language queries – no SQL required
Provides tools: get_tables, get_columns, and run_query
Outputs CSV-formatted results for tables and columns
Uses stdio transport, so runs only on the same machine

Use cases of Act CRM MCP Server by CData

Ask an AI assistant about correlations between opportunities and account industries
Query the number of open tickets in a specific project
Retrieve today’s calendar events from Act CRM
Explore which tables and columns are available in your Act CRM data
Run custom SQL SELECT queries against Act CRM

FAQ from Act CRM MCP Server by CData

Is this server read-only?

Yes. This project explicitly builds a read-only MCP server. For full read, write, update, delete, and action capabilities, CData offers a separate beta MCP Server for Act CRM.

What are the runtime requirements?

You need Java (to run the JAR), Maven (to build), and the CData JDBC Driver for Act CRM installed and licensed on your machine.

Where does the data live?

All data remains in your Act CRM instance. The server connects to it live via the JDBC driver – no data is copied or stored locally by the server.

What transport does the server use?

The server uses stdio transport, so it can only be used with clients that run on the same machine as the server.

How do I authenticate to Act CRM?

Authentication is handled by the CData JDBC Driver during connection string configuration. If Act CRM uses OAuth, you will need to authenticate in your browser when testing the connection.

Frequently asked questions

Is this server read-only?

Yes. This project explicitly builds a read-only MCP server. For full read, write, update, delete, and action capabilities, CData offers a separate beta MCP Server for Act CRM.

What are the runtime requirements?

You need Java (to run the JAR), Maven (to build), and the CData JDBC Driver for Act CRM installed and licensed on your machine.

Where does the data live?

All data remains in your Act CRM instance. The server connects to it live via the JDBC driver – no data is copied or stored locally by the server.

What transport does the server use?

The server uses stdio transport, so it can only be used with clients that run on the same machine as the server.

How do I authenticate to Act CRM?

Authentication is handled by the CData JDBC Driver during connection string configuration. If Act CRM uses OAuth, you will need to authenticate in your browser when testing the connection.

Comments

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