Connect Claude, Cursor, or any MCP-compatible AI agent to your CAS genesisWorld CRM. Search contacts, manage tasks and appointments, and read or write records — through natural language, without…
genesis-world-mcp is an MCP project maintained in the gnidreve/genesis-world-mcp repository. The maintainer describes its purpose as “Connect Claude, Cursor, or any MCP-compatible AI agent to your CAS genesisWorld CRM. Search contacts, manage tasks and appointments, and read or write records —…”. Read the project documentation for the complete scope.
The documented npm package is cas-genesis-world-mcp. The configuration below comes from the maintainer’s example; adapt its paths and account values to your environment.
The example declares GENESISWORLD_BASE_URL, GENESISWORLD_PRODUCT_KEY, GENESISWORLD_USERNAME, GENESISWORLD_PASSWORD. Secret-looking values have been replaced with placeholders. Required and optional labels are shown only when the documentation states them.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| Flow | Mode |
| my_open_tasks | read |
| task_overview | read |
| create_task | write |
| find_contact | read |
| contact_360 | read |
| create_address_safe | write |
| create_appointment_safe | write |
| smart_search | GET /v7.0/smartsearch |
| get_data_object | GET /v7.0/type/{dataObjectType}/{dataObjectGGUID} |
| get_dossier | GET /v7.0/type/{dataObjectType}/{dataObjectGGUID}/dossier/full |
| list_data_objects | GET /v7.0/type/{dataObjectType}/list |
| list_views | GET /v7.0/type/{dataObjectType}/view/list |
| list_data_objects_by_view | GET /v7.0/type/{dataObjectType}/view/{viewID}/list |
| list_available_data_object_types | GET /v7.0/user/self/dataobjecttypepermission/list |
| get_data_object_types_metadata | GET /v7.0/metadata |
| list_links | GET /v7.0/type/{dataObjectType}/{dataObjectGGUID}/link/list |
| list_recent_data_objects | GET /v7.0/type/{dataObjectType}/recent/list |
| get_available_products | GET /v7.0/type/gwopportunity/availableproducts |
| get_data_object_count | GET /v7.0/type/{dataObjectType}/count |
| get_primary_link_parents | GET /v7.0/type/{dataObjectType}/{dataObjectGGUID}/primarylinkparents |
| list_users | GET /v7.0/user/list |
| get_user_self | GET /v7.0/user/self |
| get_view | GET /v7.0/type/{dataObjectType}/view/{viewID} |
| list_tags | GET /v7.0/tags |
| get_object_tags | GET /v7.0/type/{dataObjectType}/{dataObjectGGUID}/tags |
| get_full_data_objects | GET /v7.0/type/{dataObjectType}/full |
| list_data_objects_by_view_full | GET /v7.0/type/{dataObjectType}/view/{viewID}/full |
| get_data_objects_bulk | POST /v7.0/type/{dataObjectType}/records (read despite POST) |
| get_ticket_service_agreements | GET /v7.0/type/task/ticket/serviceagreements |
| get_vcard | GET /v7.0/type/address/{dataObjectGGUID}/vcard |
| get_salutation | POST /v7.0/type/address/salutation (read despite POST) |
| format_phone_number | POST /v7.0/type/address/formatphonenumber (read despite POST) |
| check_appointment_conflicts | GET /v7.0/type/appointment/conflicts |
| get_participant_summary | GET /v7.0/type/appointment/{gguid}/participant/summary |
| list_appointment_participants | GET /v7.0/type/appointment/{gguid}/participant/full |
| get_document_file | GET /v7.0/type/document/{gguid}/file (never locks) |
| list_document_versions | GET /v7.0/type/document/{gguid}/file/version/list |
| list_email_attachments | GET /v7.0/type/emailstore/{gguid}/attachment/list |
| get_email_attachment | GET /v7.0/type/emailstore/{gguid}/attachment/{attachmentId} |
| get_email_file | GET /v7.0/type/emailstore/{gguid}/file |
| list_object_permissions | GET /v7.0/type/{t}/{gguid}/permission/full |
| list_distributions | GET /v7.0/type/gwdistribution/list |
| list_distribution_addresses | GET /v7.0/type/gwdistribution/{distributionGuid}/address/list |
| list_report_templates | GET /v7.0/type/report/template/{templateType} |
| generate_report | POST /v7.0/type/report/template/{templateGGUID} (read despite POST — renders, doesn't mutate) |
| create_data_object | POST /v7.0/type/{dataObjectType} |
| update_data_object | PUT /v7.0/type/{dataObjectType}/{dataObjectGGUID} |
| delete_data_object | DELETE /v7.0/type/{dataObjectType}/{dataObjectGGUID} |
| restore_data_object | POST /v7.0/type/{dataObjectType}/rbin/undelete |
| create_link | POST /v7.0/type/{dataObjectType}/{dataObjectGGUID}/link |
| delete_link | DELETE /v7.0/type/{t}/{gguid}/link/{objecttype2}/{guid2}/{attribute} |
| set_object_tags | POST /v7.0/type/{dataObjectType}/{dataObjectGGUID}/tags/user |
| append_notes | POST /v7.0/type/{t}/{gguid}/notes/{fieldName} |
| create_dossier_entry | POST /v7.0/type/{dataObjectType}/{dataObjectGGUID}/dossier |
| delete_dossier_entry | DELETE /v7.0/type/{t}/{gguid}/dossier/{dossierEntryGGUID} |
| set_contact_persons_active | POST /v7.0/type/address/{gguid}/contactperson/activate\ |
| add_appointment_participant | POST /v7.0/type/appointment/{gguid}/participant |
| remove_appointment_participant | DELETE /v7.0/type/appointment/{gguid}/participant/{participantGGUID} |
| set_recurrence | POST /v7.0/type/{t}/recurrence / PUT …/recurrence/{periodGuid} |
| delete_recurrence | DELETE /v7.0/type/{t}/recurrence/{periodGuid} |
| set_alarm | PUT /v7.0/type/{t}/{gguid}/alarm/self |
| delete_alarm | DELETE /v7.0/type/{t}/{gguid}/alarm/self |
| set_object_permission | POST /v7.0/type/{t}/{gguid}/permission |
| delete_object_permission | DELETE /v7.0/type/{t}/{gguid}/permission/{permissionGGUID} |
| add_distribution_addresses | POST /v7.0/type/gwdistribution/{distributionGuid}/address |
| remove_distribution_address | DELETE /v7.0/type/gwdistribution/{distributionGuid}/address/{addressGGUID} |
| convert_lead | POST /v7.0/type/gwsllead/{dataObjectGGUID}/convert |
| recalculate_opportunity_positions | PUT /v7.0/type/gwopportunitypos/recalculatevalues |
{
"mcpServers": {
"cas-genesisworld": {
"command": "npx",
"args": [
"-y",
"cas-genesis-world-mcp"
],
"env": {
"GENESISWORLD_BASE_URL": "http://your-genesisworld-server/genesisrest.svc",
"GENESISWORLD_PRODUCT_KEY": "YOUR_GENESISWORLD_PRODUCT_KEY",
"GENESISWORLD_USERNAME": "your-username",
"GENESISWORLD_PASSWORD": "YOUR_GENESISWORLD_PASSWORD"
}
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
| Variable | Description | Required |
|---|---|---|
| GENESISWORLD_BASE_URL | Declared in the maintainer’s client configuration. | Yes |
| GENESISWORLD_PRODUCT_KEY | Declared in the maintainer’s client configuration. | Yes |
| GENESISWORLD_USERNAME | Declared in the maintainer’s client configuration. | Check documentation |
| GENESISWORLD_PASSWORD | Declared in the maintainer’s client configuration. | Check documentation |
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