QoreNext MCP CRM

: Real-time CRM intelligence for Claude and other AI clients — map corporate ownership hierarchies, verify entity names and registered addresses, and detect duplicate records, directly in chat. No manual lookups, no spreadsheets, no messy data.

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Documentation

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.

Get your API key

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

Connect

Claude Code

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

Claude Desktop

Edit %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (Mac):

{
  "mcpServers": {
    "qorenext-mcp": {
      "url": "https://mcp.qorenext.com/crm",
      "headers": {
        "X-API-Key": "YOUR_API_KEY",
        "Content-Type": "application/json",
        "Accept": "application/json"
      }
    }
  }
}

Cursor / Windsurf

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

{
  "mcpServers": {
    "qorenext-mcp": {
      "url": "https://mcp.qorenext.com/crm",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Tools

ToolAuthDescription
health_check❌ PublicVerify server is running, get version info
submit_address_verification✅ API KeySubmit companies for address verification and validation
submit_hierarchy_creation✅ API KeySubmit companies for corporate hierarchy analysis, including top-parent and subsidiary relationships
submit_duplicates✅ API KeySubmit CRM account records from JSON, CSV, or Excel files for duplicate detection
get_request_status✅ API KeyPoll the status and retrieve results for address verification, hierarchy analysis, or duplicate-detection requests

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

License

MIT