MCP server · CRM and sales

Dolibarr MCP server

Dolibarr in any MCP client, through Memtro: Dolibarr does not publish this server. Memtro's Dolibarr connector reads Dolibarr through its API with the credentials you connect, and one endpoint hands those tools, every other system you connect and Memtro's memory tools to Claude Code, Cursor, Claude Desktop or anything else that speaks Streamable HTTP, as you.

What the model can do

Dolibarr ERP CRM (self-hosted): third parties (customers, prospects, suppliers) and their contacts, invoices, commercial proposals, orders, projects, tasks, agenda events and tickets. When asked, can log, change or delete time spent on a task, add, change or delete a third party or a contact, add or change an agenda event, create or change a project or a task, create draft invoices, proposals and orders, validate an invoice, proposal, order or project, record a payment on an invoice or classify it paid or unpaid, close a proposal as signed or refused, close an order as delivered, and open, reply to, assign or close a ticket.

Reads

  • dolibarr_list_thirdpartiesDolibarr third parties (companies and individuals the business deals with), newest first: name, alias, whether customer or prospect or supplier…
  • dolibarr_list_contactsContacts (people) in Dolibarr, newest first, optionally only those of one third party: name, job title, email and third party id.
  • dolibarr_list_invoicesCustomer invoices, newest first: reference, third party id, date, due date, state (draft, unpaid, paid, abandoned), totals with and without tax…
  • dolibarr_list_proposalsCommercial proposals (quotes), newest first: reference, third party id, date, state (draft, validated, signed, not signed, billed), totals.
  • dolibarr_list_ordersCustomer orders, newest first: reference, third party id, date, state (draft, validated, in progress, delivered, cancelled), totals.
  • dolibarr_list_projectsProjects, newest first: reference, title, third party id, state (draft, open, closed), start and end dates, description.
  • dolibarr_list_tasksProject tasks, newest first: reference, label, project id, progress, planned and spent hours, dates.
  • dolibarr_list_agenda_eventsAgenda events (meetings, calls, emails logged against third parties), newest first: type, label, start and end, owner user id…
  • dolibarr_list_ticketsSupport tickets, newest first: reference, track id (needed to reply), subject, type, category, severity, state, third party id, assigned user id…

Acts, when you ask

These change something in Dolibarr. The model is told to use them only when you ask for exactly that, and each one is granted by name: per team on a shared connection, by the owner on a personal one.

  • dolibarr_log_timeLogs time spent on a Dolibarr project task, as the connection's own user, with a start date-time (UTC), a duration and an optional note.
  • dolibarr_create_thirdpartyCreates a third party in Dolibarr: a name, and optionally whether a customer, prospect or supplier, an alias, email, website and a private note.
  • dolibarr_update_thirdpartyOVERWRITES.
  • dolibarr_delete_thirdpartyDESTRUCTIVE.
  • dolibarr_create_agenda_eventAdds an event to Dolibarr's agenda (a call, meeting, email or other action): an owner user id (required, the person it is attributed to)…
  • dolibarr_create_projectCreates a Dolibarr project (draft) with a reference, a title, and optionally a third party, description and dates.
  • dolibarr_create_taskCreates a task in a Dolibarr project with a reference, a label, and optionally a description, dates and planned hours.
  • dolibarr_update_time_spentOVERWRITES.
  • dolibarr_create_invoice_draftMONEY.
  • dolibarr_create_proposal_draftMONEY.
  • dolibarr_create_order_draftMONEY.
  • dolibarr_validate_documentMONEY, IRREVERSIBLE IN PRACTICE.
  • dolibarr_delete_time_spentDESTRUCTIVE.
  • dolibarr_create_contactCreates a contact (a person) in Dolibarr, optionally under a third party: last name (required), first name, job title, email, work and mobile phone.
  • dolibarr_update_contactOVERWRITES.
  • dolibarr_delete_contactDESTRUCTIVE.
  • dolibarr_add_invoice_paymentMONEY.
  • dolibarr_set_invoice_paidMONEY.
  • dolibarr_set_invoice_unpaidReopens a Dolibarr customer invoice that was classified paid, as unpaid.
  • dolibarr_close_proposalCloses a validated Dolibarr commercial proposal as signed (accepted by the customer) or refused…
  • dolibarr_close_orderClassifies a validated Dolibarr customer order as delivered (closed).
  • dolibarr_create_ticketOpens a Dolibarr support ticket with a subject and message, optionally for a third party and with type, category and severity codes.
  • dolibarr_reply_ticketAdds a message to a Dolibarr ticket, by its track id (from dolibarr_list_tickets).
  • dolibarr_close_ticketCloses a Dolibarr ticket as solved, or with abandon: true as not solved (Dolibarr 25 or later; older installs are refused).
  • dolibarr_assign_ticketAssigns a Dolibarr ticket to an active user by id, or unassigns it with user_id 0 (Dolibarr 25 or later; older installs are refused).
  • dolibarr_update_taskOVERWRITES.
  • dolibarr_update_projectOVERWRITES.
  • dolibarr_update_agenda_eventOVERWRITES.

Connect it

First connect Dolibarr on Dashboard → Connections, then add Memtro to your client once. The Dolibarr tools appear alongside the tools of everything else you have connected; nothing is configured per connector.

Claude Code

The Memtro plugin registers the server and a skill for when to use it; the tools are then available in every session.

claude plugin marketplace add memtro-org/claude-memtro
claude plugin install memtro@memtro --config api_key=sk-memtro-...

Cursor

Add the server to .cursor/mcp.json in the project, or to the global file under ~/.cursor/.

{
  "mcpServers": {
    "memtro": {
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Claude Desktop

Create a personal API key on Dashboard → Profile → API keys. In Claude Desktop add an MCP server of type HTTP with URL https://platform.memtro.com/api/mcp and the header Authorization: Bearer sk-memtro-…

OpenCode

A remote server in opencode.json.

{
  "mcp": {
    "memtro": {
      "type": "remote",
      "url": "https://platform.memtro.com/api/mcp",
      "headers": {
        "Authorization": "Bearer sk-memtro-..."
      }
    }
  }
}

Pi

One command: pi mcp add memtro --url https://platform.memtro.com/api/mcp --bearer-token-env-var MEMTRO_API_KEY. Tools arrive as mcp__memtro__*. The pi-memtro extension registers it for you, alongside Memtro as the model.

Any other client

Add an MCP server of type HTTP (Streamable HTTP, stateless) at https://platform.memtro.com/api/mcp with the header Authorization: Bearer sk-memtro-.... Codex, Zed, Windsurf, Cline and the SDKs all take a remote server this way.

Who may use it

The key identifies the person, and the server offers that person the tools they may use everywhere else in Memtro. A shared Dolibarr connection is used by the teams an administrator granted it to, tool by tool, on the Permissions page; a personal connection is used by its owner alone, and its tools that act stay off until the owner allows them. See Teams and permissions and Connectors.

Ask it like this

  • › Which invoices are unpaid and past their due date?
  • › What has Northwind ordered this year?
  • › Which proposals for Acme are still waiting to be signed?
  • › Log three hours on the BigCo migration task for today
  • › Record Northwind's payment of invoice FA2611-0042 into the main bank account

Questions

Is this an official Dolibarr MCP server?
No. It is Memtro's MCP server with Memtro's Dolibarr connector behind it: the connector reads Dolibarr through its API with the credentials you connect on Dashboard → Connections, and Dolibarr publishes nothing here. The same endpoint carries every other system you connect and Memtro's memory tools.
What does it cost?
Nothing on top of Memtro. One price per organisation by its number of users, from $50 a month for up to 10 users after a 7-day free trial, with every connector, the MCP server, jobs and memory included. You bring your own model keys.
Can it change anything in Dolibarr?
Only when you ask, and only what it has been granted: log time spent on a project task, as the connection's own user; create a third party (customer, prospect or supplier) when none of that name exists; overwrite named fields of an existing third party; delete a third party permanently; delete a time-spent line from a task permanently; add an agenda event for a named owner; create a project; create a task in a project; overwrite a time-spent line; create a draft invoice with lines; create a draft commercial proposal with lines; create a draft customer order with lines; validate an invoice, proposal, order or project (definitive numbering); create a contact; overwrite named fields of a contact; delete a contact permanently; record a payment of an invoice's remaining amount into a named bank account; classify an invoice as paid; reopen a paid invoice as unpaid; close a proposal as signed or refused; close an order as delivered; open a ticket; add a message to a ticket; close or abandon a ticket; assign or unassign a ticket; change a project task; change a project; change or reschedule an agenda event. Every other tool reads, searches or lists. An administrator grants each acting tool by name per team, and a personal connection acts only after its owner allows it.
Which clients work?
Any MCP client that speaks Streamable HTTP: Claude Code, Cursor, Claude Desktop, OpenCode, Codex, Zed, Windsurf, Cline and the Anthropic and OpenAI SDKs. There is no local process to run; the server is remote and authenticated with your key.

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