🚀 FluentCRM MCP Server
MCP Server for FluentCRM - manage your entire marketing automation directly from Cursor!
📋 Table of Contents
- What is MCP Server?
- Requirements
- Installation
- Configuration
- Usage
- Available Tools
- Examples
- Troubleshooting
What is MCP Server?
MCP (Model Context Protocol) is a new standard from Anthropic that allows AI models (including Claude in Cursor) to connect to external systems.
This MCP Server allows you to:
✅ Manage tags - create, delete, assign to contacts
✅ Edit lists - create lists, add/remove contacts
✅ 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 API becomes available)
Everything directly from Cursor, in conversation with Claude!
Requirements
- ✅ Node.js 18+
- ✅ npm or yarn
- ✅ Access to FluentCRM API (your WordPress domain)
- ✅ Cursor with MCP support
- ✅ API Key from FluentCRM (generate in Settings → Rest API)
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:
-
Log in to WordPress:
https://your-domain.com/wp-admin -
Go to: FluentCRM → Settings → Managers
-
Click Add New Manager
-
Enter:
- Name:
MCP Server(or something else) - Role:
Subscriber(sufficient) - Permissions: Check all FluentCRM permissions
- Name:
-
Click Save Manager
-
Go to: FluentCRM → Settings → Rest API
-
Click Create New Key
-
Select the manager you just created
-
Click Confirm
-
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)
- Open Cursor
- Press
Cmd+Shift+P(macOS) orCtrl+Shift+P(Windows/Linux) - Search for: "MCP settings" or "Preferences: Open MCP Settings"
- 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"
}
}
}
}
- Save and restart Cursor
Usage
After configuration, open chat in Cursor and start asking questions!
Simple questions:
Show me all tags in FluentCRM
Claude will automatically use the MCP Server and return a list of tags.
Available Tools
👤 CONTACTS (Subscribers)
fluentcrm_list_contacts- Get list of contactsfluentcrm_get_contact- Get contact detailsfluentcrm_find_contact_by_email- Search by emailfluentcrm_create_contact- Create new contactfluentcrm_update_contact- Update contactfluentcrm_delete_contact- Delete contact
🏷️ TAGS
fluentcrm_list_tags- Get all tagsfluentcrm_create_tag- Create new tagfluentcrm_delete_tag- Delete tagfluentcrm_attach_tag_to_contact- Assign tag to contactfluentcrm_detach_tag_from_contact- Remove tag from contact
📋 LISTS
fluentcrm_list_lists- Get all listsfluentcrm_create_list- Create new listfluentcrm_delete_list- Delete listfluentcrm_attach_contact_to_list- Add contact to listfluentcrm_detach_contact_from_list- Remove contact from list
📧 CAMPAIGNS
fluentcrm_list_campaigns- Get campaignsfluentcrm_create_campaign- Create campaignfluentcrm_pause_campaign- Pause campaignfluentcrm_resume_campaign- Resume campaignfluentcrm_delete_campaign- Delete campaign
📨 EMAIL TEMPLATES
fluentcrm_list_email_templates- Get templatesfluentcrm_create_email_template- Create template
🤖 AUTOMATIONS
fluentcrm_list_automations- Get automations (funnels)fluentcrm_create_automation- Create automation
🔗 WEBHOOKS
fluentcrm_list_webhooks- Get webhooksfluentcrm_create_webhook- Create webhook
📊 REPORTS
fluentcrm_dashboard_stats- Dashboard statisticsfluentcrm_custom_fields- Custom fields
Examples
Example 1: Show all tags
In Cursor:
Show me all tags in FluentCRM
Claude will return:
✅ Fetching tags from FluentCRM...
Found the following tags:
1. registered (ID: 1)
2. webinar-jit (ID: 2)
3. progress-75 (ID: 3)
4. participated (ID: 4)
... and 47 more
Example 2: Create new tag
In Cursor:
Create tag "hot-lead" with description "People who watched 75%+ and are interested"
Claude automatically:
- Uses
fluentcrm_create_tagtool - Returns confirmation
Example 3: Assign tag to contact
In Cursor:
Assign tag "progress-75" to contact with email "jan@example.com"
Claude:
- Finds contact by email
- Assigns tag
- Returns confirmation
Example 4: Create list
In Cursor:
Create new list "Hot-leads" with description "Participants who watched 75%+ of webinar"
Claude creates the list
Example 5: Add contact to list
In Cursor:
Add all contacts with tag "progress-75" to list "Hot-leads"
Troubleshooting
❌ Error: "Authorization failed"
Cause: Wrong API Username or Password
Solution:
- Go to FluentCRM → Settings → Rest API
- Check if API Key is active
- Copy credentials again
- Update
.envfile
❌ Error: "Connection refused"
Cause: FluentCRM API unavailable
Solution:
- Check if your WordPress domain is accessible
- Ping:
ping your-domain.com - 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:
- Check path in MCP configuration (
~/.cursor/settings.json) - Check if file
dist/fluentcrm-mcp-server.jsexists - Restart Cursor
- Check logs:
cat ~/.cursor/logs.txt
API Reference
FluentCRM API Documentation: https://rest-api.fluentcrm.com/#introduction
Security
⚠️ IMPORTANT:
- ❌ NEVER commit
.envwith real credentials to git - ❌ NEVER share API keys publicly
- ✅ Use environment variables instead of hardcoding
- ✅ Regularly rotate API keys
Update
To update MCP Server:
cd fluentcrm-mcp-server
git pull # or download latest version manually
npm install
npm run build
Restart Cursor.
Support
If you encounter problems:
- Check the Troubleshooting section
- Check FluentCRM logs: FluentCRM → Logs
- Check Cursor logs:
~/.cursor/logs.txt - Contact support
License
MIT
Author
Miłosz Zając
🌐 www.netfly.pl
Date: 2025-01-20
Version: 1.0.0
Made with ❤️ by Miłosz Zając