Fluentcrm MCP Server

🚀 FluentCRM MCP Server

The MCP Server for FluentCRM enables you to manage your entire marketing automation directly from Cursor!

🚀 Quick Start

The MCP Server for FluentCRM allows you to manage various marketing automation tasks directly from Cursor in conversation with Claude. After installation and configuration, you can start asking questions in the Cursor chat to perform operations like managing tags, lists, campaigns, etc.

✨ Features

• Manage tags: Create, delete, and assign tags to contacts.
• Edit lists: Create lists and add/remove contacts from them.
• Create campaigns: Send emails to user segments.
• Automations: Manage funnels (automations).
• Webhooks: Configure webhooks to FluentCRM.
• Reports: Fetch statistics and metrics.
• Smart Links: Manage smart links when the API becomes available.

📦 Installation

Step 1: Clone repository or copy files

cd /path/to/your/fluentcrm-mcp-server

Step 2: Install dependencies

npm install

Step 3: Build TypeScript

npm run build

You should see:

✅ dist/fluentcrm-mcp-server.js (compiled)

Step 4: Test connection

export FLUENTCRM_API_USERNAME="your_username"
export FLUENTCRM_API_PASSWORD="your_password"
npm start

You should see:

🚀 FluentCRM MCP Server running on stdio
📡 API URL: https://your-domain.com/wp-json/fluent-crm/v2
👤 Username: your_username

Press CTRL+C to stop.

🔧 Configuration

1. Get API Credentials from FluentCRM

Step by step:

1. Log in to WordPress: https://your-domain.com/wp-admin
2. Go to: FluentCRM → Settings → Managers
3. Click Add New Manager
4. Enter:
   • Name: MCP Server (or something else)
   • Role: Subscriber (sufficient)
   • Permissions: Check all FluentCRM permissions
5. Click Save Manager
6. Go to: FluentCRM → Settings → Rest API
7. Click Create New Key
8. Select the manager you just created
9. Click Confirm
10. Copy:
    • Username (API_USERNAME)
    • Application Password (API_PASSWORD)

2. Set environment variables

Option A: Edit .env file

# .env
FLUENTCRM_API_USERNAME=your_api_username
FLUENTCRM_API_PASSWORD=your_api_password
FLUENTCRM_API_URL=https://your-domain.com/wp-json/fluent-crm/v2

Option B: Export from terminal

export FLUENTCRM_API_USERNAME="your_api_username"
export FLUENTCRM_API_PASSWORD="your_api_password"

3. Cursor Configuration (MCP)

1. Open Cursor
2. Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux)
3. Search for: "MCP settings" or "Preferences: Open MCP Settings"
4. Edit configuration file:

{
  "mcpServers": {
    "fluentcrm": {
      "command": "node",
      "args": [
        "/path/to/your/fluentcrm-mcp-server/dist/fluentcrm-mcp-server.js"
      ],
      "env": {
        "FLUENTCRM_API_USERNAME": "your_api_username",
        "FLUENTCRM_API_PASSWORD": "your_api_password",
        "FLUENTCRM_API_URL": "https://your-domain.com/wp-json/fluent-crm/v2"
      }
    }
  }
}

5. Save and restart Cursor

💻 Usage Examples

Basic Usage

After configuration, open chat in Cursor and start asking questions!

Show me all tags in FluentCRM

Claude will automatically use the MCP Server and return a list of tags.

Advanced Usage

You can perform more complex operations like creating tags, lists, campaigns, etc. For example:

Create tag "hot-lead" with description "People who watched 75%+ and are interested"

Claude will automatically use the fluentcrm_create_tag tool and return confirmation.

📚 Documentation

Available Tools

👤 CONTACTS (Subscribers)

• fluentcrm_list_contacts - Get list of contacts
• fluentcrm_get_contact - Get contact details
• fluentcrm_find_contact_by_email - Search by email
• fluentcrm_create_contact - Create new contact
• fluentcrm_update_contact - Update contact
• fluentcrm_delete_contact - Delete contact

🏷️ TAGS

• fluentcrm_list_tags - Get all tags
• fluentcrm_create_tag - Create new tag
• fluentcrm_delete_tag - Delete tag
• fluentcrm_attach_tag_to_contact - Assign tag to contact
• fluentcrm_detach_tag_from_contact - Remove tag from contact

📋 LISTS

• fluentcrm_list_lists - Get all lists
• fluentcrm_create_list - Create new list
• fluentcrm_delete_list - Delete list
• fluentcrm_attach_contact_to_list - Add contact to list
• fluentcrm_detach_contact_from_list - Remove contact from list

📧 CAMPAIGNS

• fluentcrm_list_campaigns - Get campaigns
• fluentcrm_create_campaign - Create campaign
• fluentcrm_pause_campaign - Pause campaign
• fluentcrm_resume_campaign - Resume campaign
• fluentcrm_delete_campaign - Delete campaign

📨 EMAIL TEMPLATES

• fluentcrm_list_email_templates - Get templates
• fluentcrm_create_email_template - Create template

🤖 AUTOMATIONS

• fluentcrm_list_automations - Get automations (funnels)
• fluentcrm_create_automation - Create automation

🔗 WEBHOOKS

• fluentcrm_list_webhooks - Get webhooks
• fluentcrm_create_webhook - Create webhook

📊 REPORTS

• fluentcrm_dashboard_stats - Dashboard statistics
• fluentcrm_custom_fields - Custom fields

API Reference

FluentCRM API Documentation: https://rest-api.fluentcrm.com/#introduction

🔧 Troubleshooting

❌ Error: "Authorization failed"

Cause: Wrong API Username or Password Solution:

1. Go to FluentCRM → Settings → Rest API
2. Check if API Key is active
3. Copy credentials again
4. Update .env file

❌ Error: "Connection refused"

Cause: FluentCRM API unavailable Solution:

1. Check if your WordPress domain is accessible
2. Ping: ping your-domain.com
3. Check if WordPress is running

❌ MCP Server won't start

Cause: Missing dependencies Solution:

npm install
npm run build

❌ Cursor can't see MCP Server

Cause: Wrong file path or missing API credentials Solution:

1. Check path in MCP configuration (~/.cursor/settings.json)
2. Check if file dist/fluentcrm-mcp-server.js exists
3. Restart Cursor
4. Check logs: cat ~/.cursor/logs.txt

📄 License

This project is licensed under the MIT License.

Author

Miłosz Zając
🌐 www.netfly.pl

Date: 2025-01-20
Version: 1.0.0

⚠️ Important Note

• NEVER commit .env with real credentials to git.
• NEVER share API keys publicly.
• Use environment variables instead of hardcoding.
• Regularly rotate API keys.

To update MCP Server:

cd fluentcrm-mcp-server
git pull  # or download latest version manually
npm install
npm run build

Restart Cursor.

If you encounter problems:

1. Check the Troubleshooting section.
2. Check FluentCRM logs: FluentCRM → Logs.
3. Check Cursor logs: ~/.cursor/logs.txt.
4. Contact support.

Made with ❤️ by Miłosz Zając