QoreNext MCP CRM

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.

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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.

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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<YourUsername>\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"
      ]
    }
  }
}

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Tools

Tool	Auth	Description
health_check	❌ Public	Verify server is running, get version info
submit_address_verification	✅ API Key	Submit companies for address verification and validation
submit_hierarchy_creation	✅ API Key	Submit companies for corporate hierarchy analysis, including top-parent and subsidiary relationships
submit_duplicates	✅ API Key	Submit CRM account records from JSON, CSV, or Excel files for duplicate detection
get_request_status	✅ API Key	Poll the status and retrieve results for address verification, hierarchy analysis, or duplicate-detection requests

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health_check

Verify the server is running. No API key required.

check if Qorenext CRM MCP is running

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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

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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

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submit_duplicates

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

Required: file_content, file_type

Optional: file_name

Supported File Types:

• json - JSON array format
• csv - Comma-separated values with headers

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"
  }
}

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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

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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

# ✅ Address Verification Result
 
## Apple Inc.
 
**Submitted**ddress:** 1 Apple Park Way, Cupertino, USA
 
| Field                  | Submitted                          | Verified                         |
|------------------------|------------------------------------|----------------------------------|
| Address                | 1 Apple Park Way, Cupertino, USA   | 1 Apple Park Way, Cupertino, USA |
| City |                 | Cupertino                          | Cupertino                        |
| State                  | California                         | California                       |
| Zip                    | 95014                              | 95014                            |
| Country                | United States                      | United States                    |
 
## Verification Status
 
✅ **Address verified successfully.**
 
The submitted address matches the verified address.
 
**Status:** Confirmed

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

# Output Files

# 🌍 Corporate Hierarchy Report
 
## Acme Corp
 
### Top Parent
 
| Role/Level | Entity Name | Parent ID | Country | City | State/Province | Address Line 1 | Postal Code | SIC | NAICS |
|------------|-------------|-----------|---------|------|----------------|----------------|-------------|-----|-------|
| Top Parent | Acme Corp | 101 | United States | Milwaukee | Wisconsin | 5445 N 27th St | 53209 | 3421 | 332215 |
 
### Subsidiaries
 
| Entity Name | Country | City | State/Province | Address |
|-------------|---------|------|----------------|---------|
| Acme United (Asia Pacific) Limited | Hong Kong | Kwun Tong | - | 57 Hung To Road Nanyang Plaza, Unit 2101 21/F |
| Acme United China Limited | China | Guangzhou | Guangdong | Zhongshanliu Rd, Unit 1206-1207 12/F Newpoly Tower #2 |
| Acme United Europe GmbH | Germany | Solingen | - | Junkerstraße 13-15 |
| Acme United Limited | United States | Shelton | Connecticut | 1 Waterview Drive, Suite 200 |
| Acme United (APAC) Pte. Ltd. | Singapore | Singapore | - | 9 Raffles Place Republic Plaza, #26-01 |
| Acme United Netherlands Cooperatie U.A. | Netherlands | Maastricht | Limburg | Kruisdonk 66 |
 
## Contact Information
 
| Entity Name | Phone Number |
|-------------|--------------|
| Acme United (Asia Pacific) Limited | 85231677878 |
| Acme United Europe GmbH | 49212232450 |
| Acme United Limited | 8008352263 |
 
## Summary
 
- **Top Parent:** Acme Corp
- **Parent ID:** 101
- **Total Entities:** 7
- **Subsidiaries:** 6
- **Countries Covered:** United States, Hong Kong, China, Germany, Singapore, Netherlands
- **SIC Code:** 3421
- **NAICS Code:** 332215
 
## Verification Status
 
✅ **Corporate hierarchy extracted successfully.**
 
The hierarchy contains one top parent entity and six subsidiary entities linked to Parent ID **101**.
 
**Status:** Confirmed

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CRM Deduplication Submission

You: Submit deduplication file CRM_Dedupe_TestSet.csv

Claude: [calls submit_duplicates] ✅ Submitted Successfully

     File: CRM_Dedupe_TestSet.csv
     Request ID: 203
     Records Submitted: 500

You: Get status of request 203

Claude: [calls get_request_status]

     Status: COMPLETE
     Records Accepted: ✅ 500
     Records Rejected: 0

Output Files

After processing the CRM data, the tool generates two output files.

1. Detailed Matching Results File

This file contains the result for every CRM record submitted in the input file.

It shows whether each record was matched with another record based on company name and address.

Column	Meaning
Group No	Number assigned to records that belong to the same possible duplicate group.
Parent ID	The main or selected CRM record ID for that group.
Matched CRM ID	The CRM record ID being checked.
CRM Account Name	Company name from the CRM.
Address	Address of the CRM account.
Verdict	Match result: Strong Match, Partial Match, or No Match.
Score	Similarity score between the company name and address. Higher scores indicate a closer match.

Verdict Meanings

• Strong Match - Records are highly likely to be duplicates.
• Partial Match - Records are similar and may need review.
• No Match - No duplicate match was found for that record.

Example

Group No	Parent ID	Matched CRM ID	CRM Account Name	Address	Verdict	Score
1	CRM3001B	CRM3001B	MetroVale Tech Partners Ltd.	143 E Indl Pkwy	No Match	0
2	CRM3002B	CRM3002B	Northstar Logic Information Sys. Limited	180 Mt Pleasant Rd	No Match	0
3	CRM3002A	CRM3002A	Northstar Logic Information Systems Limited	180 Mt Pleasant Rd	Strong Match	95
3	CRM3002A	CRM3002B	Northstar Logic Information Sys. Limited	180 Mt Pleasant Rd	Strong Match	95

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2. Unique Records File

This file provides a cleaned list of records to keep.

For every duplicate group, it includes only one selected CRM record. If a group has strong or partial duplicate matches, the remaining records in that group are not repeated in this file.

All records with a No Match verdict are also included because they are already unique.

For example, if one group contains two partial matches and one strong match, this file will show only one selected record from that group.

Column	Meaning
Group No	The group number assigned during matching.
Matched CRM ID	The selected unique CRM record ID.
CRM Account Name	Company name of the selected record.
Address	Address of the selected record.

Example

Group No	Matched CRM ID	CRM Account Name	Address
1	DD011	Northstar Analytics Pvt Ltd	India 42 Park View Road, Sector 18, Noida, Dist. Gautam Buddha Nagar, UP 201301
2	DD012	BluePeak Technologies Inc	United States 1250 Market Street, Suite 400, San Francisco, CA 94102
3	DD022	GREENFIELD LOGISTICS LLC	United States 8800 Westheimer Road, Houston, Texas 77063

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Summary

• Use the Detailed Matching Results File to review all matching decisions.
• Use the Unique Records File when you need one record per duplicate group, along with all records that did not match any other records.

Support

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

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License

MIT