Bd Crm Analytics

A read-only MCP server that exposes the Meissasoft BD Leads CRM analytics (win rate, conversion funnel, connects economics, sales velocity, forecast, and lead lookup) to MCP clients like Cursor and Claude Desktop.

It talks only to the CRM public API (/api/v1/) using a Personal Access Token (X-Api-Key). It never writes anything — every tool is a GET. What a token can see is governed entirely by the CRM: a token only returns analytics if its owning user is a workspace admin AND (the workspace owner OR has been granted analytics access).

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Tools

Tool	What it returns
list_metadata	Custom fields (+ their options) and pipeline states — the valid values for filters. Call this first to discover profiles/countries/contract types/states.
get_win_rate	Win rate. dimension="bd" → overall + per-rep; profile/lead_source/country/contract_type → win rate sliced by that field.
get_conversion_funnel	Applied → … → Won funnel with per-step conversion %, drop-off, and biggest-leak stage.
get_connects_economics	Connects-per-win overall, ROI by segment (spend, connects/win, est. revenue-per-connect, wasted connects), and boosted-vs-not. `dimension="profile"
get_velocity_and_cycle	Sales velocity ($/day) with its 4 inputs, plus avg cycle length by Profile and Country.
get_forecast	Weighted pipeline forecast (open leads × stage win-probability × est. deal value) with per-stage breakdown.
list_leads	Paginated leads with key fields + BD custom fields. Filter by state, profile, country, date range; limit/offset.

Analytics tools accept an optional date range: date_filter (e.g. this_month, last_month, last_3_months) or an explicit start_date/end_date (YYYY-MM-DD). Omit for all-time.

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1. Prerequisites

• Node.js 18+ (uses the built-in fetch).

2. Install & build

cd bd-crm-mcp
npm install
npm run build      # compiles to dist/

3. Mint a CRM Personal Access Token

1. Sign in to the CRM (e.g. https://bd-crm.meissasoft.com) as a user who can see BD Insights — i.e. a workspace admin who is the workspace owner or has been granted analytics access. (If your token's user isn't allowed, every tool returns a clear 403 — that's expected.)
2. Go to Profile → Settings → Personal access tokens (API tokens) and create a token.
3. Copy it — it looks like plane_api_xxxxxxxx…. Store it as CRM_API_TOKEN.

Find the other values:

• WORKSPACE_SLUG — the workspace segment in the CRM URL, e.g. bd-leads in …/bd-leads/projects/….
• PROJECT_ID — open the BD Leads project; it's the UUID in the URL: …/projects/<PROJECT_ID>/….

4. Environment variables

Var	Example	Notes
CRM_BASE_URL	https://bd-crm.meissasoft.com	No trailing slash.
CRM_API_TOKEN	plane_api_…	Sent as X-Api-Key.
WORKSPACE_SLUG	bd-leads
PROJECT_ID	99361d89-…	The BD Leads project UUID.

For local testing you can copy .env.example to .env; when wired into a client, set them in the client config (below) instead.

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5. Configure your MCP client

Use the absolute path to the built dist/index.js.

Cursor

Edit ~/.cursor/mcp.json (global) or .cursor/mcp.json in your project:

{
  "mcpServers": {
    "bd-crm-analytics": {
      "command": "node",
      "args": ["/absolute/path/to/bd-crm-mcp/dist/index.js"],
      "env": {
        "CRM_BASE_URL": "https://bd-crm.meissasoft.com",
        "CRM_API_TOKEN": "plane_api_xxxxxxxxxxxxxxxxxxxx",
        "WORKSPACE_SLUG": "bd-leads",
        "PROJECT_ID": "99361d89-81b6-4eee-83a6-24e622182383"
      }
    }
  }
}

Reload Cursor; the bd-crm-analytics tools appear in the MCP tool list.

Claude Desktop

Edit the config file:

• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "bd-crm-analytics": {
      "command": "node",
      "args": ["/absolute/path/to/bd-crm-mcp/dist/index.js"],
      "env": {
        "CRM_BASE_URL": "https://bd-crm.meissasoft.com",
        "CRM_API_TOKEN": "plane_api_xxxxxxxxxxxxxxxxxxxx",
        "WORKSPACE_SLUG": "bd-leads",
        "PROJECT_ID": "99361d89-81b6-4eee-83a6-24e622182383"
      }
    }
  }
}

Fully quit and reopen Claude Desktop. Ask e.g. "What's our win rate by profile this quarter?" or "Show the conversion funnel and biggest leak."

Windows note: if node isn't on Claude Desktop's PATH, use its full path (e.g. "command": "C:\\Program Files\\nodejs\\node.exe") and a double-backslashed args path.

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Behavior & troubleshooting

• Read-only. No tool creates, edits, or deletes anything.
• 401 → token missing/invalid/expired: check CRM_API_TOKEN.
• 403 → the token's user lacks analytics access (needs workspace admin + owner-or-flag).
• 404 → check CRM_BASE_URL and WORKSPACE_SLUG.
• Errors are returned as readable tool results; the server does not crash.
• Estimated figures (deal value, revenue-per-connect, velocity, forecast) come straight from the CRM's deal-value proxy and are labelled as estimates there.

Development

npm run dev     # run from source with tsx (no build step)