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Volkern MCP Server

Provides an MCP bridge to Volkern CRM for leads, appointments, tasks, messaging, and notes through AI-enabled clients.

Installation

Add the following to your MCP client configuration file.

Configuration

{
  "mcpServers": {
    "dexpertmx-mcp-volkern": {
      "command": "volkern-mcp-server",
      "args": [],
      "env": {
        "VOLKERN_API_KEY": "YOUR_API_KEY",
        "VOLKERN_API_URL": "https://volkern.app/api"
      }
    }
  }
}

You can run Volkern MCP Server locally to connect Volkern CRM with AI agents and MCP clients. It acts as a bridge that lets you access leads, appointments, tasks, notes, and more through standardized MCP commands, enabling seamless workflows with your preferred AI assistant or client.

How to use

To use the Volkern MCP Server, install and run the server locally or via your preferred package manager, then configure your MCP client to connect to the local process. The server exposes a set of tools for managing leads, appointments, services, tasks, messaging, and interactions. Use the client to issue the available tools and receive structured responses that drive your automation or conversational flows.

How to install

Prerequisites: Node.js is recommended for building or running from source. Ensure you have a terminal or command prompt with access to npm and Node. If you prefer not to install globally, you can run the server using npx or build from source.

Additional sections

Configuration and usage details are provided below. You will typically set an API key for Volkern and point the server to the Volkern API. Your MCP client will be configured to launch the Volkern MCP Server process with the appropriate command and environment variables. The server supports multiple runtime options depending on how you install or run it.

Configuration

The server requires the following environment variables to operate correctly:

Security

Protect your API key and restrict access to the MCP endpoints to trusted clients. Do not expose the API key in public scripts or logs. Use environment variables securely and rotate keys as needed.

Troubleshooting

If you encounter issues, verify your API key, ensure network access to Volkern, and confirm the correct command is used to start the server according to your installation method.

Notes

This server provides a structured set of tools to manage leads, appointments, services, tasks, messages, and notes, enabling automated workflows and AI-assisted interactions with Volkern CRM.

Examples

Typical usage involves calling a series of tools to perform a workflow, such as creating a lead, checking availability, then scheduling an appointment, all through the MCP interface.

Development

For development workflows, you can run the server in development mode, build, and then start the compiled server as described in the installation steps.

Available tools

volkern_list_leads

List leads with optional filters to refine results.

volkern_get_lead

Retrieve detailed information for a lead by its ID.

volkern_create_lead

Create a new lead with provided details.

volkern_update_lead

Update an existing lead with new information.

volkern_check_availability

Check available time slots for appointments.

volkern_list_appointments

List appointments with optional filters.

volkern_create_appointment

Create a new appointment for a lead.

volkern_update_appointment

Update an existing appointment.

volkern_appointment_action

Confirm, cancel, or reschedule an appointment.

volkern_list_services

List catalog services.

volkern_get_service

Get details for a specific service.

volkern_create_task

Create a follow-up task for a lead.

volkern_list_tasks

List tasks for a lead.

volkern_complete_task

Mark a task as completed.

volkern_send_whatsapp

Send a WhatsApp message.

volkern_list_conversations

List conversations related to a lead.

volkern_list_interactions

List interactions such as calls, emails, or meetings.

volkern_create_interaction

Record a new interaction (call, email, meeting).

volkern_list_notes

List notes associated with a lead.

volkern_create_note

Add a note to a lead.