Qorenext CRM MCP

> Company hierarchy analysis and address verification — via MCP

Qorenext CRM MCP is a Model Context Protocol server that enables Claude and other AI clients to perform company hierarchy analysis and address verification directly in chat.

Prerequisites:

• Node.js and npm installed (npm is used to install the connector package).

• A QoreNext CRM api key.

• An active product subscription is required to use Qore MCP.

• Administrator or standard access to edit files in your user profile.

Get your API key

Sign up at https://qorenext-app.azurewebsites.net/signup to get your `QORENEXT_API_KEY`.

Steps to get your API Key

1. Sign up at https://qorenext-app.azurewebsites.net/signup.

2. Select the CRM On-Demand Data Quality & Enrichment product.

3. Buy your plan - An active product subscription is required to use Qore MCP.

4. Open Profile → APIs.

5. Click Generate API Key.

6. Give your API key a name and click Create.

7. Copy the API key for use in Claude.

How To Connect:

A) Claude Code

claude mcp add --transport http qorenext-mcp \
  "https://mcp.qorenext.com/crm" \
  --header "X-API-Key: YOUR_API_KEY"

B) Claude Desktop

Prerequisites:

• Claude Desktop installed on Windows.

• Node.js and npm installed (npm is used to install the connector package).

• A QoreNext CRM api key.

• An active product subscription is required to use Qore MCP.

• Administrator or standard access to edit files in your user profile.

Install Node.js

• Download and install the LTS version from nodejs.org.
• The installation includes npm and npx.
• Open Terminal (Mac) or Command Prompt/PowerShell (Windows).
• Verify the installation: `bash below commands

node -v

npx -v

Both commands should display a version number.

If you see "command not found", restart your terminal and try again.

## Steps to Setup the Claude Desktop

1. Open Claude Desktop

Launch the Claude Desktop application on your computer.

2. Open Settings

Go to:

Menu → File → Settings

3. Open Developer Settings

In the Settings window, select Developer from the left-side menu.

4. Open the Config File

Click Edit Config to open the `claude_desktop_config.json` file.

Remove the existing command in the file and paste the configuration provided below in Json.

Windows default location:

C:\Users\\AppData\Roaming\Claude\claude_desktop_config.json or `~/Library/Application Support/Claude/claude_desktop_config.json` (Mac)

5. Add the QoreNext MCP Server

Add the following configuration to claude_desktop_config.json and replace qore_xxxxx with your real API key.

{
  "mcpServers": {
    "qorenext-mcp-crm": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.qorenext.com/crm",
        "--header",
        "X-API-Key:qore_xxxxx"
      ]
    }
  }
}

Watch your JSON syntax

Make sure the JSON braces and commas match exactly — one missing comma will break the file.

6. Save the file

Save your changes (Ctrl+S) and close the editor.

7. Restart Claude Desktop

Fully quit Claude Desktop by closing it, exiting it from the system tray/taskbar, and using Task Manager to End Task for any remaining Claude processes running in the background; then reopen Claude Desktop.

C) Cursor / Windsurf

Add to `.cursor/mcp.json` or `.windsurf/mcp.json`:

{
  "mcpServers": {
    "qorenext-mcp-crm": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://mcp.qorenext.com/crm",
        "--header",
        "X-API-Key:qore_xxxxx"
      ]
    }
  }
}

Tools

`health_check`

Verify the server is running. No API key required.

check if Qorenext CRM MCP is running

`submit_address_verification`

Submit companies for address verification and legitimacy validation.

Required per entity: `companyName`, `country`, `address`

Optional: `crmid`, `website`

verify Acme Corp at 123 Main Street, New York, USA
validate Apple Inc at 1 Apple Park Way, Cupertino, USA
check Samsung at Samsung Tower, Seoul, South Korea

`submit_hierarchy_creation`

Submit companies for corporate hierarchy analysis, including top-parent and subsidiary relationships to identify parent-subsidiary relationships.

Required per entity: `companyName`, `country`

Optional: `crmid`, `address`, `website`

create hierarchy for Acme Corp from USA
analyze organizational structure for Apple Inc from USA
map corporate relationships for Samsung from South Korea

`submit_duplicates`

Submit duplicate account records from files (JSON, CSV, or Excel) for deduplication detection.

Required: `file_content`, `file_type`

Optional: `file_name`

Supported File Types:

• `json` - JSON array format
• `csv` - Comma-separated values with headers
• `excel` or `xlsx` - Microsoft Excel workbooks

Required Fields (per record in CSV and Excel files):

• `crmAccountId` - Account identifier
• `crmAccountName` - Account/Company name
• `addressLine1` - Street address
• `country` - Country name

Optional Fields:

• `addressLine2` - Suite, apt, unit, etc.
• `city` - City name
• `stateProvince` - State or Province
• `postalCode` - ZIP/Postal code
• `website` - Website URL

File Format Requirements:

JSON Array:

[
  {
    "crmAccountId": "CRM-00001",
    "crmAccountName": "Acme Technologies",
    "addressLine1": "123 Main Street",
    "addressLine2": "Suite 100",
    "city": "New York",
    "stateProvince": "NY",
    "country": "United States",
    "postalCode": "10001",
    "website": "www.acmetech.com"
  },
  {
    "crmAccountId": "CRM-00002",
    "crmAccountName": "Blue Ridge Software",
    "addressLine1": "456 Oak Avenue",
    "country": "United States"
  }
]

CSV with Headers:

crmAccountId,crmAccountName,addressLine1,city,stateProvince,country,postalCode,website
CRM-00001,Acme Technologies,123 Main Street,New York,NY,United States,10001,www.acmetech.com
CRM-00002,Blue Ridge Software,456 Oak Avenue,Los Angeles,CA,United States,90001,www.blueridgesoftware.com

Excel Workbook:

• First row: Column headers
• Data rows: Account records
• Required columns: crmAccountId, crmAccountName, addressLine1, country
• Optional columns: addressLine2, city, stateProvince, postalCode, website

Examples:

submit deduplication for CSV file with 50 company records
detect duplicates from Excel file of CRM accounts
process JSON file to find similar companies

Returns:

• `data`: Number of duplicate pairs detected
• `message`: Description of results
• `details`: Record count and duplicate pair count

Example Response (Status 200):

{
  "success": true,
  "status_code": 200,
  "data": 66,
  "message": "Successfully detected 66 duplicate pairs from 8 records",
  "details": {
    "records_submitted": 8,
    "duplicate_pairs_found": 66,
    "file_name": "accounts.csv",
    "file_type": "csv"
  }
}

`get_request_status`

Poll a CRM processing request for status and results.

Parameter: `request_id` (int)

Status values: `PENDING` · `PROCESSING` · `COMPLETE` · `FAILED`

get status of request 1001
check if CRM request 5042 is complete

Example workflow

Address Verification:

You:    Verify Apple Inc at 1 Apple Park Way, Cupertino, USA.

Claude: [calls submit_address_verification]
        ✅ Submitted. Entity ID: 1042

You:    Get status of request 1042

Claude: [calls get_request_status]
        Status: COMPLETE
        Address Verified: ✅ Yes
        Business Status: ACTIVE

Hierarchy Creation:

You:    Create hierarchy for Acme Corp from USA.

Claude: [calls submit_hierarchy_creation]
        ✅ Submitted. Entity ID: 1043

You:    Get status of request 1043

Claude: [calls get_request_status]
        Status: COMPLETE
        Hierarchy: Acme Corp → Acme Holdings (USA) → GlobalCorp (UK)

Support

• Issues: https://github.com/QoreNext/qorenext-crm-mcp/issues
• Email: support@qorenext.com
• Docs: https://qorenext.com

License

MIT