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Kylas CRM

السجل الرسمي البحث والويب

MCP server for Kylas CRM: create, search, and manage leads. Requires KYLAS_API_KEY.

الشيفرة المصدرية التوثيق

ماذا يمكنك أن تفعل مع Kylas CRM؟

  • get_lead_field_instructions – Get lead schema (standard + custom fields, picklist IDs)
  • create_lead – Create a lead with dynamic fields from user context
  • search_leads – Search/filter leads by multiple criteria
  • lookup_users – Resolve user names to IDs (for owner, created by, etc.)
  • lookup_products – Resolve product names to IDs
  • lookup_pipelines / get_pipeline_stages – Resolve pipeline and stage for open/closed/won leads
  • search_idle_leads – Find leads with no activity for N days

التثبيت

أضف هذا إلى إعدادات MCP في عميلك (Claude Desktop: claude_desktop_config.json، وCursor: ‏.cursor/mcp.json، ويستخدم VS Code وغيره الصيغة نفسها «mcpServers»).

PYPI package kylas-crm-mcp-server
Claude Code 
claude mcp add kylas-crm -e 'KYLAS_API_KEY=<your kylas_api_key>' -e 'KYLAS_BASE_URL=<KYLAS_BASE_URL>' -- uvx kylas-crm-mcp-server==1.0.4
إعداد JSON (Claude Desktop وCursor وVS Code) 
{
    "mcpServers": {
        "kylas-crm": {
            "command": "uvx",
            "args": [
                "kylas-crm-mcp-server==1.0.4"
            ],
            "env": {
                "KYLAS_API_KEY": "<your kylas_api_key>",
                "KYLAS_BASE_URL": "<KYLAS_BASE_URL>"
            }
        }
    }
}

متغيرات البيئة

  • KYLAS_API_KEY إلزامي سري Your Kylas API key (required)
  • KYLAS_BASE_URL Kylas API base URL (optional, default: https://api.kylas.io/v1)

التوثيق

مأخوذ من ملف README للمشروع على GitHub ويُحدَّث أسبوعيًا. تفتح الروابط على GitHub.

المحتويات
  1. Kylas CRM MCP Server (Lead Only)
  2. Features
  3. Requirements
  4. Installation
  5. Configuration
  6. Running the server
  7. Docker
  8. Development
  9. Publishing to the MCP Marketplace
  10. License

Kylas CRM MCP Server (Lead Only)

Model Context Protocol server for Kylas CRM lead operations. Use it from Cursor, Claude Desktop, or any MCP client to create leads, search and filter leads, and look up users, products, and pipelines.

Features

  • get_lead_field_instructions – Get lead schema (standard + custom fields, picklist IDs)
  • create_lead – Create a lead with dynamic fields from user context
  • search_leads – Search/filter leads by multiple criteria
  • lookup_users – Resolve user names to IDs (for owner, created by, etc.)
  • lookup_products – Resolve product names to IDs
  • lookup_pipelines / get_pipeline_stages – Resolve pipeline and stage for open/closed/won leads
  • search_idle_leads – Find leads with no activity for N days

Requirements

  • Python 3.10+
  • Kylas account and API key

Installation

pip install -e .
# or from PyPI (after publish): pip install kylas-crm-mcp-server

Configuration

Set environment variables (or use a .env file):

VariableRequiredDescription
KYLAS_API_KEYYesYour Kylas API key
KYLAS_BASE_URLNoAPI base URL (default: https://api.kylas.io/v1)

Running the server

The server uses stdio transport (default for MCP). Run:

python -m kylas_crm_mcp
# or: python main.py  (when developing from repo root)

MCP clients (e.g. Cursor) typically start this process and communicate via stdin/stdout.

Docker

docker build -t kylas-crm-mcp .
docker run -e KYLAS_API_KEY=your_key -i kylas-crm-mcp

Development

pip install -e ".[dev]"
pytest

Publishing to the MCP Marketplace

To publish this server to the official MCP Registry (so it appears in Cursor and other MCP clients):

  1. Publish the package to PyPI (the registry verifies ownership via your README).
  2. Install mcp-publisher and run mcp-publisher login github, then mcp-publisher publish.

See PUBLISHING.md for the full step-by-step guide.

License

See repository for license information.

الأسئلة الشائعة

ما هو Kylas CRM؟

MCP server for Kylas CRM: create, search, and manage leads. Requires KYLAS_API_KEY.

كيف أثبّت Kylas CRM؟

يعمل على جهازك. في Claude Code: claude mcp add kylas-crm -e 'KYLAS_API_KEY=<your kylas_api_key>' -e 'KYLAS_BASE_URL=<KYLAS_BASE_URL>' -- uvx kylas-crm-mcp-server==1.0.4. وفي العملاء الآخرين، الصق إعداد JSON من هذه الصفحة في إعدادات MCP الخاصة بهم.

هل يحتاج Kylas CRM إلى مفتاح API؟

نعم. يتطلب KYLAS_API_KEY، وتضبطها في إعداداته.

هل Kylas CRM مفتوح المصدر؟

نعم. شيفرته متاحة على GitHub بترخيص MIT.

من يصون Kylas CRM؟

ينشره kylastech. يدرجه AI.tn لكنه لا يصونه ولا يوصي به.

من سجل MCP الرسمي. الإدراج ليس توصية: راجع شيفرة الخادم وصلاحياته قبل منحه الوصول إلى بياناتك.