Dex MCP Server

Dex MCP Server

The Dex MCP Server bridges AI assistants with a robust contact‑relationship management system via the Dex API. It solves the common pain point of integrating CRM data into conversational agents—allowing developers to retrieve, update, and enrich contact information without building custom adapters. By exposing a rich set of MCP tools, the server lets AI agents perform full CRUD operations on contacts, notes, and reminders directly from the conversation context.

The server’s core value lies in its seamless contact‑management capabilities. It supports creating, reading, updating, and deleting contacts with detailed fields such as company, job title, emails, and phone numbers. Search functions enable agents to find contacts by name, email, or company, while pagination guarantees smooth handling of large address books. For note management, the server stores notes as timeline items linked to contacts, providing CRUD operations and content search across all entries. Reminder tools allow agents to schedule follow‑ups, mark them complete, and handle recurring reminders with due‑date tracking—all through simple MCP calls.

Key features include:

• Comprehensive contact CRUD and search for real‑time data retrieval
• Note linkage to contacts, enabling contextual conversations about past interactions
• Reminder scheduling with recurrence and completion tracking, supporting proactive engagement
• Pagination and search across notes and reminders to keep agent responses efficient even with large data sets
• Straightforward integration with any MCP‑compatible framework such as AnythingLLM, where the server is launched via a simple configuration entry

Real‑world scenarios showcase its utility: a sales AI can pull a prospect’s contact details, review past notes, and schedule a follow‑up reminder—all within the same dialogue. A customer support bot can fetch ticket‑related contact data, add a note summarizing the interaction, and set a reminder to check back in. Developers benefit from reduced boilerplate; the server handles authentication, rate limiting, and data mapping, freeing code to focus on business logic.

The Dex MCP Server’s standout advantage is its tight coupling with the Dex API, ensuring that all contact‑related data remains consistent across the CRM and the AI workflow. Its modular tool set, clear documentation, and compatibility with existing MCP ecosystems make it an indispensable component for building intelligent, data‑driven conversational experiences.