CRM Server

Built & maintained by Abdulrehman Moaz · XylatorAI — custom CRM integrations & AI systems for agencies.

A self-hosted Model Context Protocol server for your CRM, built for agencies. Connect any number of CRM sub-accounts, choose which tools each client can use, and hand every client a unique, revocable MCP URL.

• Multiple sub-accounts — one deployment serves all your sub-accounts.
• Per-client URLs — generate a unique /mcp/<token> link scoped to a single sub-account (or your whole agency).
• Pick the tools — each link exposes only the tools you select.
• Self-hosted — runs anywhere Docker runs; no third-party backend.
• Secure by design — tokens are encrypted at rest, link secrets are hashed, and the dashboard is protected by Supabase Auth + Row Level Security.
• MIT licensed — use it, modify it, ship it, commercial use included.

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What you get

This repo is a complete, two-service product you can deploy as-is:

1. The MCP server (/)

• An MCP server speaking Streamable HTTP (works with Claude, ChatGPT, and any MCP client) plus a stdio mode for local desktop use.
• 550+ CRM tools across 37 API groups, covering the full HighLevel v2 API surface (contacts, conversations, calendars, opportunities, invoices, payments, products, social planner, and much more — see Tools).
• Multi-tenant routing: one server instance serves all your sub-accounts; each tool call is routed to the right sub-account's token automatically.
• Per-link security: every request carries a URL token that resolves to a specific set of sub-accounts and an allowed tool list.

2. The agency dashboard (dashboard/)

A Next.js (App Router) web app where you:

• Sign in with Supabase Auth (email + password).
• Add each sub-account with its Private Integration Token (encrypted on save — the raw token never touches the database in plaintext).
• Generate client MCP links — choose the scope (one sub-account or the whole agency), pick exactly which tools to expose, and copy the one-time URL.
• Revoke any link instantly.

3. The data layer (supabase/)

• A single SQL migration that creates the subaccounts and mcp_links tables with Row Level Security, so each agency can only ever see its own rows.

4. Deployment + tooling

• docker-compose.yml — bring up both services with one command.
• render.yaml — one-click Render Blueprint for both services.
• scripts/generate-tools.mjs — regenerate the entire tool set from HighLevel's official OpenAPI specs whenever their API changes.

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Architecture

┌──────────────────────────┐        ┌──────────────────────────┐
│  Dashboard (Next.js)      │        │   MCP Server (Express)    │
│  - Supabase Auth login    │        │   - /mcp/<link-token>     │
│  - add sub-account PITs    │        │   - resolves token→subacct│
│  - generate client URLs   │        │   - per-link tool filter  │
│  - pick tools per link    │        │   - builds session pool   │
└────────────┬─────────────┘        └────────────┬─────────────┘
   writes (RLS, anon key)                reads (service-role key)
             └───────────────┬───────────────────┘
                             ▼
                      ┌──────────────┐
                      │   Supabase    │
                      │  (Postgres)   │
                      └──────────────┘

Repository layout

.
├── src/                       MCP server (TypeScript + Express)
│   ├── http-server.ts         Streamable HTTP server (hosted mode)
│   ├── server.ts              stdio server (local/desktop mode)
│   ├── crm/                   our CRM HTTP client + per-session client pool
│   ├── db/                    Supabase access (link resolution, token load)
│   ├── crypto/                AES-256-GCM token encryption
│   └── tools/
│       ├── generated/         550+ auto-generated tools (one file per group)
│       ├── accounts.ts        list_accounts / search_accounts
│       ├── tool-filter.ts     per-link tool whitelist
│       └── index.ts           registry + dispatch
├── dashboard/                 agency dashboard (Next.js App Router)
├── supabase/migrations/       database schema + RLS policies
├── scripts/generate-tools.mjs OpenAPI → tools generator
├── docker-compose.yml         run both services locally
└── render.yaml                one-click Render Blueprint

Sub-accounts authenticate to the CRM using Private Integration Tokens (PIT), which are long-lived, so there is no OAuth refresh machinery to run.

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Prerequisites

• Docker + Docker Compose
• A Supabase project (free tier is fine)
• A CRM Private Integration Token for each sub-account you want to connect

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Setup

1. Create the database schema

In the Supabase dashboard → SQL Editor, run the contents of supabase/migrations/0001_init.sql. (Or apply it with the Supabase CLI: supabase db push.)

This creates the subaccounts and mcp_links tables and their RLS policies.

2. Configure environment

cp .env.example .env

Fill in:

Variable	Where to find it	Used by
SUPABASE_URL / NEXT_PUBLIC_SUPABASE_URL	Supabase → Project Settings → API	both
NEXT_PUBLIC_SUPABASE_ANON_KEY	same page (anon public key)	dashboard
SUPABASE_SERVICE_ROLE_KEY	same page (service role key)	server only
ENCRYPTION_KEY	openssl rand -hex 32	both (must match)
NEXT_PUBLIC_MCP_BASE_URL	your server's public URL	dashboard

ENCRYPTION_KEY must be identical for the dashboard and the server, or PITs encrypted by the dashboard won't decrypt on the server.

3. Run

docker compose up --build

• Dashboard → http://localhost:3000
• MCP server → http://localhost:8000

4. Create your agency account, then lock down sign-up

The dashboard uses Supabase Auth. Out of the box, Supabase allows open public sign-up, which means anyone who can reach your dashboard URL could create an account. They would only ever get their own empty workspace — Row Level Security walls every agency off from the others, so a stranger can never see your sub-accounts, tokens, or links — but for a single-agency deployment you almost certainly want to turn sign-up off entirely.

Recommended one-time setup:

1. Create your own account. Either:
   • Supabase → Authentication → Users → Add user (tick Auto Confirm User so no email is needed), or
   • sign in on the dashboard with the credentials you created above.
2. Disable public sign-up: Supabase → Authentication → Sign In / Providers → turn off "Allow new users to sign up."
3. (Optional) Email confirmation is controlled by the "Confirm email" toggle on the same Email provider page. If you auto-confirmed your user in step 1 you can leave this off and skip email entirely. If you keep it on for production, configure custom SMTP under Authentication → Emails → SMTP Settings — Supabase's built-in email is rate-limited and meant only for testing.

The login page is sign-in only — there is no sign-up button. Accounts are provisioned by you (the agency owner) in Supabase. This keeps the deployment single-tenant in practice even though the underlying schema is multi-tenant.

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Deploy to Render (both services, one Blueprint)

Render doesn't run docker-compose, but the included render.yaml Blueprint deploys both services together.

1. Run supabase/migrations/0001_init.sql in your Supabase project (one time).
2. Push this repo to GitHub.
3. In Render: New + → Blueprint → select your repo. Render detects render.yaml and creates both services.
4. When prompted, fill in the secrets (same ENCRYPTION_KEY on both):
   • ghl-mcp-server: SUPABASE_URL, SUPABASE_SERVICE_ROLE_KEY, ENCRYPTION_KEY
   • ghl-mcp-dashboard: NEXT_PUBLIC_SUPABASE_URL, NEXT_PUBLIC_SUPABASE_ANON_KEY, ENCRYPTION_KEY, NEXT_PUBLIC_MCP_BASE_URL
5. One follow-up step: the dashboard needs the server's public URL at build time, which isn't known until the server's first deploy. After the first deploy, copy the ghl-mcp-server URL into the dashboard's NEXT_PUBLIC_MCP_BASE_URL and redeploy the dashboard. (Only needed once.)

On a plain VPS with Docker, docker compose up -d does all of this in a single command with no follow-up step.

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Usage

1. Open the dashboard, sign up / sign in.
2. Sub-accounts → add each CRM sub-account: a name, its Location ID, and its Private Integration Token. The token is encrypted before it's stored.
3. MCP Links → create a link:
   • Scope: a single sub-account (for a client) or all your sub-accounts.
   • Tools: expose all, or pick a specific subset.
   • Copy the generated URL — the token is shown only once.
4. Give the client the URL. They add it to Claude / ChatGPT / any MCP client: https://your-host/mcp/<token>.

Revoke a link any time from the dashboard — access stops immediately.

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Security model

Concern	Mechanism
No unwanted accounts	Public sign-up disabled in Supabase; owner provisions users
Agencies can't see each other's data	Supabase RLS isolates every row by owner_id
Only the agency can write tokens	Supabase Auth + RLS (owner_id = auth.uid())
Client URLs can't be guessed	256-bit random secret in the URL
DB leak doesn't expose live URLs	only sha256(secret) is stored
PITs unreadable from a DB dump	AES-256-GCM encryption at rest
Clients isolated to their sub-account	location scope + pool membership check
Instant revocation	revoked flag checked on every connect
Service role key never in browser	server-only; browser uses anon key + RLS

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Local (stdio) usage

For a single sub-account locally (e.g. Claude Desktop), no Supabase required:

npm install
npm run build
CRM_PIT_TOKEN=pit-xxxx CRM_LOCATION_ID=your-location-id npm run start:stdio

Or point it at a dashboard link with MCP_LINK_TOKEN (+ the Supabase env vars).

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Development

# MCP server
npm install
npm run dev

# Dashboard
cd dashboard
npm install
npm run dev

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Tools

The server exposes the full HighLevel v2 API surface — 550+ tools across 37 groups, generated directly from HighLevel's official OpenAPI specifications. Account-discovery tools (list_accounts, search_accounts) are always available; every other tool takes a locationId so the caller picks which sub-account to act on.

Groups: Ad Manager, Affiliate Manager, AI Agent Studio, Associations, Blogs, Brand Boards, Business, Calendars, Campaigns, Chat Widget, Companies, Contacts, Conversation AI, Conversations, Courses, Custom Fields, Custom Menus, Email, Email ISV, Forms, Funnels, Invoices, Knowledge Base, Trigger Links, Sub-Accounts, Media, Objects, Opportunities, Payments, LC Phone, Products, Proposals, SaaS, Snapshots, Social Planner, Store, Surveys.

Because the full list is large, give each client link a tool whitelist in the dashboard so it only exposes what that client needs.

Regenerating the tools

The tools under src/tools/generated/ are generated, not hand-edited. To refresh them against the latest HighLevel API:

git clone --depth 1 https://github.com/GoHighLevel/api-v2-docs .ghl-api-docs
node scripts/generate-tools.mjs
npm run build

The generator reads the OpenAPI specs (public domain / CC0) and emits one tool per endpoint plus the dashboard's tool catalog.

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Contributing & repository safety

This is an open, public repository — but public means readable, not writable.

• Nobody can push to this repo except the owner and explicitly invited collaborators. Everyone else has read-only access.
• Outside changes arrive as Pull Requests. A contributor forks the repo, commits to their fork, and opens a PR. Nothing changes here until the maintainer reviews and merges it.
• main is protected. Direct pushes are disabled; all changes — including the maintainer's — go through a reviewed PR with a passing build.
• Secrets never live in the repo. All credentials come from environment variables and are git-ignored (.env, keys, MCP configs). See .env.example for the full list of variables.

To propose a change: fork → branch → commit → open a PR describing what and why.

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Author & Maintainer

Abdulrehman Moaz — Founder, XylatorAI

Built and maintained by Abdulrehman Moaz, founder of XylatorAI — a founder-led agency building custom CRM integrations and AI automation systems for agencies and SaaS builders. 50+ custom integrations shipped, 40+ agencies served, 99%+ production uptime.

We can build for you:

• Marketplace apps (OAuth, multi-tenant, review-ready)
• Custom conversation providers (SMS, WhatsApp, voice, iMessage)
• Custom payment providers (branded checkout, invoices, subscriptions)
• Workflow actions & triggers, third-party API integrations, and custom dashboards
• Bespoke MCP / AI-agent integrations like this one

Links

• Services: xylatorai.com/services
• About: xylatorai.com/about
• Book a call: xylatorai.com/book-a-call
• Contact: [email protected]

Need a custom CRM marketplace app, conversation/payment provider, AI agent, or a bespoke MCP integration? Book a 30-minute strategy call.

License

MIT © 2026 Abdulrehman Moaz (XylatorAI). Free to use, modify, and distribute — commercial use included.