Espone API JSON e MCP HTTP per far lavorare gli agenti sul CRM.
Gli agenti autenticati con token Bearer possono leggere today/pipeline e annotare attività, con host MCP allineati a quelli di produzione. Co-authored-by: Cursor <cursoragent@cursor.com>
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Cursor
@@ -0,0 +1,11 @@
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{
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"mcpServers": {
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"eminuxcrm": {
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"type": "http",
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"url": "http://localhost:3001/mcp",
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"headers": {
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"Authorization": "Bearer ${CRM_API_TOKEN}"
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}
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}
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}
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}
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# Codex legge ~/.codex/config.toml (o CODEX_HOME).
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# Crea un token in CRM → Token API, poi:
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[mcp_servers.eminuxcrm]
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url = "http://localhost:3001/mcp"
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bearer_token_env_var = "CRM_API_TOKEN"
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{
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"mcpServers": {
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"eminuxcrm": {
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"url": "http://localhost:3001/mcp",
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"headers": {
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"Authorization": "Bearer ${env:CRM_API_TOKEN}"
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}
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}
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}
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}
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+275
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# frozen_string_literal: true
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require "json"
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require "net/http"
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require "uri"
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require "mcp"
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module EminuxCrmMcp
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module Client
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module_function
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def crm_url
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ENV.fetch("CRM_URL", "http://localhost:3001").to_s.sub(%r{/+\z}, "")
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end
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def api_token
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ENV.fetch("CRM_API_TOKEN", "")
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end
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def request(method, path, body: nil)
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if api_token.strip.empty?
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return error_payload("Imposta CRM_API_TOKEN (token creato in CRM → Token API).")
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end
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uri = URI.parse("#{crm_url}#{path}")
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http = Net::HTTP.new(uri.host, uri.port)
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http.use_ssl = uri.scheme == "https"
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http.open_timeout = 10
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http.read_timeout = 30
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request = http_class(method).new(uri)
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request["Authorization"] = "Bearer #{api_token}"
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request["Accept"] = "application/json"
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if body
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request["Content-Type"] = "application/json"
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request.body = JSON.generate(body)
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end
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response = http.request(request)
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payload = parse_json(response.body)
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text = JSON.pretty_generate(payload)
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MCP::Tool::Response.new([ { type: "text", text: text } ], error: response.code.to_i >= 400)
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rescue StandardError => e
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error_payload("#{e.class}: #{e.message}")
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end
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def http_class(method)
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{
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get: Net::HTTP::Get,
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post: Net::HTTP::Post,
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patch: Net::HTTP::Patch
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}.fetch(method)
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end
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def parse_json(raw)
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JSON.parse(raw.to_s)
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rescue JSON::ParserError
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{ error: "Risposta non JSON", body: raw.to_s[0, 2000] }
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end
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def error_payload(message)
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MCP::Tool::Response.new([ { type: "text", text: message } ], error: true)
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end
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def compact(hash)
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hash.each_with_object({}) do |(key, value), acc|
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acc[key] = value unless value.nil? || value == ""
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end
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end
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end
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class ListProjects < MCP::Tool
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description "Elenca i progetti CRM accessibili all'utente del token."
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class << self
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def call(server_context: nil)
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Client.request(:get, "/api/v1/projects")
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end
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end
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end
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class Today < MCP::Tool
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description "Cosa fare oggi nel progetto: task scaduti, di oggi, in arrivo e opportunità ferme da 7+ giorni."
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input_schema(
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properties: {
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project_code: { type: "string", description: "Codice progetto, es. matchlivetv" }
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},
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required: %w[project_code]
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)
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class << self
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def call(project_code:, server_context: nil)
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Client.request(:get, "/api/v1/p/#{encode(project_code)}/today")
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end
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def encode(value)
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URI.encode_www_form_component(value.to_s)
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end
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end
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end
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class Search < MCP::Tool
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description "Cerca organizzazioni, contatti e opportunità nel progetto."
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input_schema(
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properties: {
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project_code: { type: "string", description: "Codice progetto, es. matchlivetv" },
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q: { type: "string", description: "Testo di ricerca" }
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},
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required: %w[project_code q]
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)
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class << self
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def call(project_code:, q:, server_context: nil)
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query = URI.encode_www_form(q: q)
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Client.request(:get, "/api/v1/p/#{Today.encode(project_code)}/search?#{query}")
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end
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end
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end
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class GetOrganization < MCP::Tool
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description "Scheda organizzazione: anagrafica, contatti, opportunità aperte, task pending e ultime attività."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID organizzazione" }
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},
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required: %w[project_code id]
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)
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class << self
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def call(project_code:, id:, server_context: nil)
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Client.request(:get, "/api/v1/p/#{Today.encode(project_code)}/organizations/#{id}")
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end
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end
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end
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class CreateTask < MCP::Tool
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description "Crea un task (follow-up, chiamata, email, …) su un'organizzazione del progetto."
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input_schema(
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properties: {
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project_code: { type: "string" },
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organization_id: { type: "integer" },
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title: { type: "string" },
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due_at: { type: "string", description: "ISO8601, es. 2026-09-03T10:00:00+02:00" },
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description: { type: "string" },
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contact_id: { type: "integer" },
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opportunity_id: { type: "integer" },
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assigned_user_id: { type: "integer" },
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priority: { type: "string", description: "low, normal, high, urgent" },
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task_type: { type: "string", description: "follow_up, call, email, meeting, demo, proposal, generic" }
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},
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required: %w[project_code organization_id title due_at]
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)
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class << self
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def call(project_code:, organization_id:, title:, due_at:, description: nil, contact_id: nil,
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opportunity_id: nil, assigned_user_id: nil, priority: nil, task_type: nil, server_context: nil)
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Client.request(
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:post,
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"/api/v1/p/#{Today.encode(project_code)}/tasks",
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body: Client.compact(
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organization_id: organization_id,
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title: title,
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due_at: due_at,
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description: description,
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contact_id: contact_id,
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opportunity_id: opportunity_id,
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assigned_user_id: assigned_user_id,
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priority: priority,
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task_type: task_type
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)
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)
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end
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end
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end
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class CompleteTask < MCP::Tool
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description "Segna un task come completato e registra l'attività in timeline."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID task" }
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},
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required: %w[project_code id]
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)
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class << self
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def call(project_code:, id:, server_context: nil)
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Client.request(:post, "/api/v1/p/#{Today.encode(project_code)}/tasks/#{id}/complete")
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end
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end
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end
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class CreateActivity < MCP::Tool
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description "Annota un'attività in timeline (nota, chiamata, email inviata/ricevuta, demo, proposta, …)."
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input_schema(
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properties: {
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project_code: { type: "string" },
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organization_id: { type: "integer" },
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activity_type: { type: "string", description: "note, email_sent, email_received, call, meeting, demo, follow_up, proposal_sent, other, …" },
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subject: { type: "string" },
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description: { type: "string" },
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happened_at: { type: "string", description: "ISO8601; default ora" },
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contact_id: { type: "integer" },
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opportunity_id: { type: "integer" }
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},
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required: %w[project_code organization_id activity_type subject]
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)
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class << self
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def call(project_code:, organization_id:, activity_type:, subject:, description: nil, happened_at: nil,
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contact_id: nil, opportunity_id: nil, server_context: nil)
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Client.request(
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:post,
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"/api/v1/p/#{Today.encode(project_code)}/activities",
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body: Client.compact(
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organization_id: organization_id,
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activity_type: activity_type,
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subject: subject,
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description: description,
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happened_at: happened_at,
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contact_id: contact_id,
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opportunity_id: opportunity_id
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)
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)
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end
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end
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end
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class UpdateOpportunityStage < MCP::Tool
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description "Sposta un'opportunità di pipeline (to_contact, contacted, replied, interested, demo_trial, first_use, proposal, won, lost)."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID opportunità" },
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pipeline_stage: { type: "string" },
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lost_reason: { type: "string", description: "Obbligatorio se stage = lost" },
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notes: { type: "string" }
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},
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required: %w[project_code id pipeline_stage]
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)
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class << self
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def call(project_code:, id:, pipeline_stage:, lost_reason: nil, notes: nil, server_context: nil)
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Client.request(
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:patch,
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"/api/v1/p/#{Today.encode(project_code)}/opportunities/#{id}/stage",
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body: Client.compact(
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pipeline_stage: pipeline_stage,
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lost_reason: lost_reason,
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notes: notes
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)
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)
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end
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end
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end
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end
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server = MCP::Server.new(
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name: "eminuxcrm",
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version: "1.0.0",
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tools: [
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EminuxCrmMcp::ListProjects,
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EminuxCrmMcp::Today,
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EminuxCrmMcp::Search,
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EminuxCrmMcp::GetOrganization,
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EminuxCrmMcp::CreateTask,
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EminuxCrmMcp::CompleteTask,
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EminuxCrmMcp::CreateActivity,
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EminuxCrmMcp::UpdateOpportunityStage
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]
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)
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transport = MCP::Server::Transports::StdioTransport.new(server)
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transport.open if $PROGRAM_NAME == __FILE__ || File.basename($PROGRAM_NAME.to_s) == "crm-mcp"
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