Lofty Server

npm version npm downloads License: MIT Node.js: >=18 MCP Protocol Lofty API

Give any AI agent full access to your Lofty (formerly Chime) CRM via natural language.

"Find all leads in the Active stage assigned to John and send them an SMS follow-up"
"Create a task for lead 12345 to call back tomorrow at 9am"
"Show me all transactions over $500k that closed this quarter"

120 tools across 22 modules — full coverage of the Lofty API.

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What is this?

This is a Model Context Protocol (MCP) server that wraps the Lofty (formerly Chime) CRM API. Connect it to Claude, Cursor, Windsurf, or any MCP-compatible AI client and your agent can read and write your entire Lofty account using plain English.

Example prompts:

• "List all leads tagged 'Hot Buyer' who haven't had activity in the last 7 days"
• "Create a call task for lead 9876 assigned to agent Sarah, due in 2 hours"
• "Send an SMS to lead 1234: 'Hi, just checking in — are you still looking?'"
• "Add a note to lead 5678: 'Interested in 3BR, budget $650k, preapproved'"
• "Get all transactions for lead 1234 and show me the property addresses"

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Tool Summary

Module	Tools	Description
Sales Agents	13	Agent profiles, working leads, plan tasks
Leads	12	Lead management, assignment, activity
Communication	10	SMS, email, call history
Transactions	9	Transaction management
Tasks V2	8	Modern task API with appointments
Calendar	7	Calendar items and meeting slots
Tasks V1	6	Legacy task API
Team Features	6	Tags, custom fields, pipelines, ponds
Lead Routing	6	Routing rules and roles
Intelligent	6	AI call scripts, summaries, analysis
Notes	5	Lead notes
Agent Org	5	Organization, offices, permissions
Notifications	4	Push, SMS, and email notifications
Members	4	Team member management
Lead Manual Log	4	Manual activity log types
Webhooks	3	Webhook subscriptions
Calls	3	Call records and recordings
Listing	3	Published listings
Agent User	2	Add agents and tags
Meta	2	Server info and help
System Logs	1	Lead system logs
Vendor	1	Vendor listing
Total	120

Safe mode (default): 7 delete/destructive tools are disabled — 113 tools active. Set LOFTY_SAFE_MODE=false to enable all 120.

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Prerequisites

1. Node.js 18+

node --version  # must be v18.0.0 or higher

2. Lofty API Key or OAuth Token

Lofty supports two authentication methods — both go in the same LOFTY_API_KEY environment variable as a Bearer token:

OAuth2 Access Token (recommended for production):

1. Register your application in the Lofty developer portal
2. Complete the OAuth2 flow to obtain an access token
3. Use the access token as your LOFTY_API_KEY

API Key (for testing/scripts):

1. Log in to your Lofty account
2. Go to Settings → API Keys (or contact Lofty support)
3. Generate and copy your API key

Note: The Lofty v1 legacy API is scheduled for sunset on August 1, 2026. The tools in this server target the current v2 API paths where available.

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Installation

Run without installing (recommended)

# npx
npx @nerdsnipe-inc/lofty-mcp

# pnpm
pnpm dlx @nerdsnipe-inc/lofty-mcp

# bunx
bunx @nerdsnipe-inc/lofty-mcp

Install globally

npm install -g @nerdsnipe-inc/lofty-mcp
lofty-mcp

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Connecting to AI Clients

Claude Desktop

Edit your Claude Desktop config file:

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

{
  "mcpServers": {
    "lofty": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/lofty-mcp"],
      "env": {
        "LOFTY_API_KEY": "your_bearer_token_here"
      }
    }
  }
}

With safe mode disabled:

{
  "mcpServers": {
    "lofty": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/lofty-mcp"],
      "env": {
        "LOFTY_API_KEY": "your_bearer_token_here",
        "LOFTY_SAFE_MODE": "false"
      }
    }
  }
}

Restart Claude Desktop after saving.

Claude Code (CLI)

claude mcp add lofty \
  -e LOFTY_API_KEY=your_bearer_token_here \
  -- npx -y @nerdsnipe-inc/lofty-mcp

Or add manually to .claude/mcp.json in your project:

{
  "mcpServers": {
    "lofty": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/lofty-mcp"],
      "env": {
        "LOFTY_API_KEY": "your_bearer_token_here"
      }
    }
  }
}

Cursor

Open Settings → MCP and add:

{
  "mcpServers": {
    "lofty": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/lofty-mcp"],
      "env": {
        "LOFTY_API_KEY": "your_bearer_token_here"
      }
    }
  }
}

Windsurf

Add to your Windsurf MCP config:

{
  "mcpServers": {
    "lofty": {
      "command": "npx",
      "args": ["-y", "@nerdsnipe-inc/lofty-mcp"],
      "env": {
        "LOFTY_API_KEY": "your_bearer_token_here"
      }
    }
  }
}

Any MCP-compatible client

Use the stdio transport command: npx -y @nerdsnipe-inc/lofty-mcp

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Running from Source

git clone https://github.com/nerdsnipe-inc/lofty-mcp
cd lofty-mcp
npm install

# Development (no build needed)
LOFTY_API_KEY=your_token npx tsx src/index.ts

# Build and run
npm run build
LOFTY_API_KEY=your_token node dist/index.js

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Tool Reference

Leads (12 tools)

Tool	Description
listLeads	List leads with optional filters
getLead	Get a single lead by ID
createLead	Create a new lead
updateLead	Update an existing lead by ID
deleteLead	Delete a lead by ID (reason required) (safe mode blocked)
assignLead	Assign a lead to a user
updateLeadInquiry	Update a lead's property inquiry preferences
updateLeadProperty	Update a lead's current property information
logLeadActivity	Log an activity event against a lead
getLeadActivitiesV1	Get activity history (v1, page-based)
getLeadActivitiesV2	Get activity history (v2, cursor-based with timezone support)
getAssigneeInfo	Look up the assignee agent by phone, email, or external ID

Sales Agents (13 tools)

Tool	Description
getCurrentSalesAgent	Get the current authenticated sales agent profile
getSalesAgentByLead	Get the sales agent assigned to a specific lead
getSalesAgentQuota	Get the current sales agent quota
getSalesAgentSettings	Get sales agent settings
saveSalesAgentSettings	Save/update sales agent settings
getWorkingLeads	List working leads for the current sales agent
addWorkingLeads	Add leads to the working leads list
checkWorkingLead	Check if a specific lead is in the working leads list
muteLead	Mute or unmute a working lead
getMuteStatus	Get the mute status for a lead
sendSmsViaAiNumber	Send an SMS to the agent via the AI number
batchCreatePlanTasks	Batch create plan tasks for a lead
getPlanTasksByLead	Get plan tasks for a specific lead

Tasks V2 (8 tools)

Tool	Description
listTasksV2	List tasks for a lead (v2 API)
getTaskV2	Get a single task by ID (v2 API)
createTaskV2	Create a task or appointment (v2 API)
updateTaskV2	Update a task by ID (v2 API)
deleteTaskV2	Delete a task by ID (v2 API) (safe mode blocked)
finishTaskV2	Mark a task as finished
unfinishTaskV2	Reopen a finished task
listMyTasksV2	List tasks assigned to the authenticated user

Communication (10 tools)

Tool	Description
listCallHistory	List call communication history for a lead
listCallHistoryV2	List call communication history (v2 endpoint)
listEmailHistory	List email communication history for a lead
listTextHistory	List SMS/text communication history for a lead
searchCommunicationsByAgent	Search communications by agent with filters
sendSms	Send an SMS message to a lead
sendEmail	Send an email message to a lead
getCallByCommId	Get a call communication record by communication ID (v2)
getEmailByCommId	Get an email communication record by communication ID (v2)
getTextByCommId	Get a text/SMS communication record by communication ID (v2)

Transactions (9 tools)

Tool	Description
listLeadTransactions	List all transactions for a lead
addTransaction	Add a new transaction to a lead
getTransaction	Get a specific transaction for a lead
updateTransaction	Update an existing transaction
getTransactionPropertyAddress	Get the property address for a transaction
updateTransactionPropertyAddress	Update the property address for a transaction
getTransactionCustomFields	Get the list of custom fields for transactions
searchTransactionsV2	Search transactions with optional filters (v2)
updateBrokermintTransaction	Update a Brokermint transaction (callback format)

Calendar (7 tools)

Tool	Description
queryCalendars	Query calendar items for a lead (v2 API)
createCalendar	Create a calendar item — TASK or APPOINTMENT
updateCalendar	Update a calendar item by composite ID
deleteCalendar	Delete a calendar item by composite ID (safe mode blocked)
finishCalendar	Mark a calendar item as finished
unfinishCalendar	Reopen a finished calendar item
getAvailableMeetings	Get available meeting slots for a lead

Tasks V1 (6 tools)

Tool	Description
listTasksV1	List tasks for a lead (v1 API)
getTaskV1	Get a single task by ID (v1 API)
createTaskV1	Create a task (v1 API)
updateTaskV1	Update a task by ID (v1 API)
deleteTaskV1	Delete a task by ID (v1 API) (safe mode blocked)
listAppointments	List appointments for a lead (v1 API)

Team Features (6 tools)

Tool	Description
listTags	List all tags defined for the team
listCustomFields	List all custom fields for the team
addCustomField	Add or update a custom field value
listPipelines	List all lead pipelines for the team
listLeadPonds	List all lead ponds for the team
getLeadPond	Get a specific lead pond by ID

Lead Routing (6 tools)

Tool	Description
listRoutingRules	List routing rules for a business type
updateRoutingRule	Update a routing rule
getSupplementRule	Get supplement routing rule
updateSupplementRule	Update supplement routing rule
listRoutingRoles	List all routing roles
listAssignMembers	List assign members for a business type

Intelligent (AI) (6 tools)

Tool	Description
generateCallScript	Generate an AI call script for a lead
getCallSummary	Get AI call summary for a lead
generateCallSummary	Generate an AI call summary for a call
listLeadAnalysis	List AI lead analysis entries
createLeadAnalysis	Create an AI lead analysis
generatePrepareInsight	Generate AI prepare insight for a lead

Notes (5 tools)

Tool	Description
listNotes	List notes for a lead
getNote	Get a single note by ID
createNote	Create a note on a lead
updateNote	Update an existing note
deleteNote	Delete a note by ID (safe mode blocked)

Agent Org (5 tools)

Tool	Description
getOrgInfo	Get organization info
updateCompany	Update company information
addOffice	Add a new office to the organization
updateOffice	Update an existing office
getPermissionProfiles	Get permission profiles for the organization

Notifications (4 tools)

Tool	Description
sendOpportunityNotification	Send an opportunity notification to an agent
sendAppPushTaskReminder	Send an app push task reminder
sendSystemSmsToAgent	Send a system SMS to an agent
sendSystemEmailToAgent	Send a system email to an agent

Members (4 tools)

Tool	Description
getMe	Get the current authenticated user profile
listMembers	List all members in the team
getMemberByAccount	Get a member by their account email
getMemberById	Get a member by their numeric user ID

Lead Manual Log (4 tools)

Tool	Description
listManualLogTypes	List all manual log types
createManualLogType	Create a new manual log type
getManualLogType	Get a manual log type by ID
deleteManualLogType	Delete a manual log type by ID (safe mode blocked)

Webhooks (3 tools)

Tool	Description
listWebhooks	List all webhook subscriptions
createWebhook	Subscribe to a Lofty webhook event
deleteWebhook	Delete a webhook subscription (safe mode blocked)

Calls (3 tools)

Tool	Description
listCalls	List call records for a lead
getCallRecord	Get a single call record by ID
getCallRecordUrl	Get the recording URL for a call

Listing (3 tools)

Tool	Description
getPublishedListings	Get published listings for a site
getListingsByAgent	Get listings associated with a specific agent
searchListingsV2	Search listings with advanced filters

Agent User (2 tools)

Tool	Description
addAgent	Add a new agent profile
addAgentTag	Add tags to an agent

Meta (2 tools)

Tool	Description
about	Get information about this MCP server
help	Get usage tips and examples

System Logs (1 tool)

Tool	Description
getSystemLogs	Get system logs for a specific lead

Vendor (1 tool)

Tool	Description
getVendors	List vendors

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Example Prompts

Lead management:

• "List all leads in the Active pipeline that haven't had any activity in 14 days"
• "Create a new lead: Jane Smith, [email protected], (555) 987-6543, assign to agent ID 42"
• "Update lead 1234: set stage to 'Nurture' and add a note 'Pre-approved, looking for spring'"

Tasks and scheduling:

• "Create a call task for lead 5678 due tomorrow at 10am, assign to current agent"
• "List all unfinished tasks assigned to me that are overdue"
• "Mark task 9012 as finished"

Communication:

• "Send an SMS to lead 3456: 'Hi! Just wanted to follow up — still looking in the area?'"
• "Show me all email history for lead 7890"
• "Search for all communications from agent John in the last 30 days"

AI features:

• "Generate a call script for lead 1111 — they're interested in buying a 3BR in Austin"
• "Get the AI call summary for lead 2222's last call"
• "Create a lead analysis for lead 3333 with current market insights"

Transactions:

• "List all transactions for lead 4444 and show the property addresses"
• "Search for all transactions over $750k that closed this year"
• "Add a transaction to lead 5555: $620,000 purchase, 123 Main St"

Team and admin:

• "List all tags defined for our team"
• "Get the current routing rules for the residential business type"
• "Show me all members of the team and their email addresses"

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Environment Variables

Variable	Required	Default	Description
LOFTY_API_KEY	Yes	—	Your Lofty Bearer token (OAuth2 access token or API key)
LOFTY_SAFE_MODE	No	"true"	Set to "false" to enable delete/destructive tools

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Development

Scripts

npm run build          # compile TypeScript to dist/
npm run dev            # watch mode with tsx
npm test               # run all tests with vitest
npm run test:watch     # watch mode for tests
npm run test:coverage  # coverage report

Project structure

chime-lofty-mcp-server/
├── src/
│   ├── index.ts          # server entry point (stdio transport)
│   ├── client.ts         # HTTP client, config, LoftyApiError, stripMeta
│   └── tools/
│       ├── leads.ts
│       ├── tasks_v1.ts
│       ├── tasks_v2.ts
│       ├── calendar.ts
│       ├── notes.ts
│       ├── calls.ts
│       ├── communication.ts
│       ├── transactions.ts
│       ├── webhooks.ts
│       ├── sales_agents.ts
│       ├── intelligent.ts
│       ├── notifications.ts
│       ├── members.ts
│       ├── team_features.ts
│       ├── lead_routing.ts
│       ├── lead_manual_log.ts
│       ├── agent_org.ts
│       ├── agent_user.ts
│       ├── vendor.ts
│       ├── listing.ts
│       ├── system_logs.ts
│       └── meta.ts
├── tests/
│   ├── helpers.ts
│   ├── client.test.ts    # 26 tests
│   ├── server.test.ts    # 56 tests
│   └── tools/            # one file per module
├── bin/
│   └── lofty-mcp.js
├── dist/                 # compiled output
└── package.json

Adding a new tool

1. Find the module file under src/tools/ for the matching resource (or create a new one).
2. Add a ToolDef entry with name, description, inputSchema, and handler.
3. Export it from the module array and import it in src/index.ts.
4. Add a test in tests/tools/.
5. Run npm test to confirm green.

Authentication

The Lofty API uses Bearer token authentication. Every request includes:

Authorization: Bearer <LOFTY_API_KEY>
Content-Type: application/json
Accept: application/json

Both OAuth2 access tokens and static API keys use the same header format.

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Troubleshooting

Error	Cause	Fix
LOFTY_API_KEY is not set	Missing env var	Add LOFTY_API_KEY to your MCP config env block
LOFTY_API_KEY is set to a placeholder	Left the default value	Replace with your real Lofty bearer token
401 Unauthorized	Invalid or expired token	Re-generate your API key or refresh your OAuth access token
403 Forbidden	Insufficient permissions for this endpoint	Check your account permissions or use an admin token
Tool not found	Safe mode is on	Set LOFTY_SAFE_MODE=false or use a non-delete tool
429 Too Many Requests	Lofty rate limit hit	Built-in retry with backoff — reduce request frequency if persistent
Server not showing in Claude Desktop	Config file syntax error or wrong path	Validate JSON, check file path for your OS

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Contributing

Issues and PRs welcome. Please open an issue first for significant changes.

1. Fork the repo
2. Create a feature branch
3. Add tests for your change
4. Run npm test — all must pass
5. Submit a PR

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License

MIT

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Related

• Lofty (formerly Chime) CRM
• Model Context Protocol
• Follow Up Boss MCP Server — same pattern for FUB CRM
• GHL MCP Server — same pattern for Free Trial GoHighLevel