Unofficial Dex CRM Server

An MCP (Model Context Protocol) server that exposes the Dex personal CRM API to AI assistants like Cursor, Claude Desktop, VS Code Copilot, and any MCP-compatible client.

Features

• 27 focused tools covering all core Dex CRM operations
• Contacts: get, create, update, delete, merge duplicates
• Groups: create, update, delete, list/add/remove members
• Tags: create, update, delete, manage tag-contact associations
• Reminders: create, update, delete
• Notes/Timeline: create, update, delete (with note type support)
• Custom Fields: list, create, update, delete
• Unified search across contacts, groups, tags, reminders, notes, and views
• User profile

Prerequisites

• Node.js >= 18
• A Dex account with an API key (Dex Professional plan required)

Setup

1. Install dependencies

npm install

2. Build

npm run build

3. Get your Dex API Key

Go to Dex Settings > API and copy your API key.

4. Configure your AI client

Cursor

Add to .cursor/mcp.json in your project root (or ~/.cursor/mcp.json for global):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

Claude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

VS Code

Add to .vscode/mcp.json in your project root:

{
  "mcpServers": {
    "dex": {
      "command": "node",
      "args": ["/absolute/path/to/unnoficial-dex-mcp/dist/index.js"],
      "env": {
        "DEX_API_KEY": "dex_your_api_key_here"
      }
    }
  }
}

Development

Run the server in development mode (with hot reload via tsx):

DEX_API_KEY=dex_your_key npm run dev

Testing with MCP Inspector

The project includes a built-in inspect script that opens the MCP Inspector UI in your browser. It loads DEX_API_KEY from your .env file automatically.

npm run build
npm run inspect

This starts the inspector at http://localhost:6274 where you can browse all tools and invoke them interactively.

Note: Requires Node.js >= 18. If using nvm: nvm use 21 (or any 18+) before running.

Available Tools (27)

Tool	Description
Search
dex_search	Unified search across contacts, groups, tags, reminders, notes, and views
Contacts
dex_get_contact	Get full contact details by ID (includes tags, groups, notes)
dex_create_contact	Create a new contact
dex_update_contact	Update a contact by ID
dex_delete_contact	Delete a contact by ID
dex_merge_contacts	Merge duplicate contacts into one
Groups
dex_create_group	Create a new group
dex_update_group	Update a group's name or emoji
dex_delete_group	Delete a group
dex_list_group_contacts	List contacts in a specific group
dex_add_contacts_to_group	Add contacts to a group
dex_remove_contacts_from_group	Remove contacts from a group
Tags
dex_create_tag	Create a new tag
dex_update_tag	Update a tag's name or color
dex_delete_tag	Delete a tag
dex_manage_contact_tags	Add, remove, or create-and-assign tags to contacts
Reminders
dex_create_reminder	Create a reminder (supports recurrence)
dex_update_reminder	Update a reminder
dex_delete_reminder	Delete a reminder
Notes / Timeline
dex_create_note	Create a note (types: meeting, call, email, note, coffee, etc.)
dex_update_note	Update a note
dex_delete_note	Delete a note
Custom Fields
dex_list_custom_fields	List all custom field definitions
dex_create_custom_field	Create a custom field
dex_update_custom_field	Update a custom field
dex_delete_custom_field	Delete a custom field
User
dex_get_current_user	Get current user profile

License

MIT