Act CRM

You can run a local, read-only MCP server that exposes Act CRM data from the CData JDBC Driver. This server lets large language models query live Act CRM information in natural language without writing SQL, while keeping data access controlled and read-only.

How to use

To use the Act CRM MCP server, connect your MCP client (such as Claude Desktop) to one or more MCP server configurations exposed by this server. You will be able to ask questions like how many open tickets you have, the status of opportunities, or which accounts are most active. The built-in tools fetch table and column information and execute read-only queries so the AI can retrieve up-to-date data without direct SQL input.

How to install

Prerequisites: have Java installed on your machine and a Java build tool available to compile the MCP server.

# 1) Clone the repository and enter the project directory
git clone https://github.com/cdatasoftware/act-crm-mcp-server-by-cdata.git
cd act-crm-mcp-server-by-cdata

# 2) Build the server
mvn clean install

# This creates the runnable JAR: CDataMCP-jar-with-dependencies.jar

Additional configuration and usage notes

The MCP server is designed to be run locally and accessed by an MCP client on the same machine. You will also need the CData JDBC Driver for Act CRM installed and licensed on your system to enable the JDBC-based data access.

Example of how to configure a local MCP server entry for your client (Windows and Linux/macOS shown). This example uses a placeholder path structure you should replace with your actual install paths and file names.

# Windows example: Claude Desktop config entry (stdio)
"mcpServers": {
  "actcrm_mcp_win": {
    "command": "PATH\\TO\\java.exe",
    "args": [
      "-jar",
      "PATH\\TO\\CDataMCP-jar-with-dependencies.jar",
      "PATH\\TO\\act-crm.prp"
    ]
  }
}

# Linux/Mac example: Claude Desktop config entry (stdio)
"mcpServers": {
  "actcrm_mcp_unix": {
    "command": "/PATH/TO/java",
    "args": [
      "-jar",
      "/PATH/TO/CDataMCP-jar-with-dependencies.jar",
      "/PATH/TO/act-crm.prp"
    ]
  }
}

If you need to run the MCP server directly from the command line, you can start it with the following format after you have created the .prp file (act-crm.prp):

## Troubleshooting

If you cannot see your MCP server in your client, ensure you have fully quit the client and restart it so the new MCP server entries appear. If data cannot be retrieved, verify your connection string in the act-crm.prp file matches the values from your JDBC Driver setup and that the driver is licensed. For any connectivity or runtime issues, contact the CData Support Team for assistance.

## Available tools

### actcrm\_get\_tables

Retrieves a list of tables available in the Act CRM data source. The output is returned in CSV format with column headers on the first line.

### actcrm\_get\_columns

Retrieves a list of columns for a specified table. The output is returned in CSV format with column headers on the first line.

### actcrm\_run\_query

Executes a SQL SELECT query against the Act CRM data source and returns the result set.