MCP Server

Connect Claude Code to your CRM

The pushbuttoncrm-mcp package gives Claude Code live access to your schema, codebase, GitHub repo, and Vercel project. Set it up once — Claude will have full context every session.

Fastest path: remote access — no install

Every PushButtonCRM deployment (hosted or self-hosted) serves a remote MCP endpoint at /api/mcp with 9 CRM data tools — search and update contacts, create deals, move pipeline stages, add notes. No database URL, no npm package. Auth is a scoped, revocable install token.

  1. In your CRM: Settings → Install Tokens → New Token, check the mcp (AI access) scope, and copy the crmb_… token.
  2. Add the server to your Claude config:
{
  "mcpServers": {
    "pushbuttoncrm": {
      "type": "http",
      "url": "https://<your-crm-domain>/api/mcp",
      "headers": { "Authorization": "Bearer crmb_..." }
    }
  }
}

Works with Claude Code, Claude Desktop, and any MCP-compatible client. Every call is scoped to the workspace that minted the token and logged in your CRM's token usage audit. Revoke the token any time to cut access. The full developer toolset below (schema, codebase, deployments) remains exclusive to the stdio package and your own credentials.

1

Install Claude Code

npm install -g @anthropic-ai/claude-code

Requires Node.js 18+. Verify with claude --version.

2

Generate your .mcp.json

Log in to your CRM, go to Settings → Developer, and click Download .mcp.json. The file is pre-filled with your encrypted credentials.

Or configure manually:

{
  "mcpServers": {
    "pushbuttoncrm": {
      "command": "npx",
      "args": ["-y", "pushbuttoncrm-mcp@latest"],
      "env": {
        "CRM_URL": "https://app.pushbuttoncrm.com",
        "CRM_API_KEY": "YOUR_API_KEY",
        "GITHUB_TOKEN": "YOUR_GITHUB_TOKEN",
        "GITHUB_REPO": "PushButtonPlatforms/your-repo",
        "VERCEL_TOKEN": "YOUR_VERCEL_TOKEN",
        "VERCEL_PROJECT": "your-vercel-project",
        "DATABASE_URL": "YOUR_NEON_CONNECTION_STRING"
      }
    }
  }
}
3

Place the file

Move .mcp.json to your project root:

mv ~/Downloads/.mcp.json ~/projects/your-pushbuttoncrm-project/.mcp.json
⚠Add .mcp.json to your .gitignore — it contains credentials.
4

Start Claude Code

cd ~/projects/your-pushbuttoncrm-project
claude

Claude Code detects .mcp.json and loads the MCP server automatically. Call get_session_log, get_schema_facts, and get_feature_map at the start of every session.

Connection status

Run a live check to confirm the MCP server can reach your CRM, database, and GitHub.

Connection status

Verifies the MCP server can reach your CRM, database, and GitHub.

CRM API
Neon database
GitHub

Session start prompt

Paste this at the start of each Claude Code session for full context:

Call get_session_log, get_schema_facts, and get_feature_map to load project context.
Then read src/CONTEXT.md and the relevant workspace CONTEXT.md for this task.
[describe what you want to build]

Build a custom session prompt

Generate a structured prompt pre-loaded with the right context and tools for your task.

Tool reference

22 tools across 5 categories.

read — never modifies datawrite — creates branches, files, or PRs