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Update README with comprehensive documentation for Dolibarr MCP Server
This commit is contained in:
latinogino
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README.md
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README.md
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# Dolibarr MCP Server
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# 🚀 Dolibarr MCP Server
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Professional Model Context Protocol (MCP) server for comprehensive Dolibarr ERP integration with full CRUD operations and business intelligence capabilities.
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<div align="center">
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[](https://python.org)
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[](https://opensource.org/licenses/MIT)
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[](LICENSE)
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[](https://www.python.org/downloads/)
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[](https://modelcontextprotocol.io)
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[](https://github.com/anthropics/mcp)
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[](https://www.docker.com/)
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**Professional Model Context Protocol server for complete Dolibarr ERP integration with AI assistants**
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</div>
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## 📌 Overview
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The Dolibarr MCP Server provides a powerful bridge between AI assistants (like Claude) and your Dolibarr ERP system, enabling comprehensive business management through natural language. It implements the Model Context Protocol (MCP) to provide secure, efficient access to all Dolibarr modules.
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## ✨ Features
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### 🎯 Complete CRUD Operations
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- **Customers/Third Parties**: Create, read, update, and delete customers
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- **Products**: Full product catalog management
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- **Invoices**: Complete invoice lifecycle management
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- **Orders**: Order processing and management
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- **Users**: User administration and access control
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- **Contacts**: Contact information management
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- **Raw API Access**: Direct access to any Dolibarr endpoint
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### 🔧 Professional Architecture
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- **Async/await** pattern for optimal performance
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- **Type-safe** operations with comprehensive error handling
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- **Secure** API key authentication
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- **Docker-ready** for easy deployment
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- **Comprehensive logging** for debugging and monitoring
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## 🚀 Quick Start
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## 🚀 Quick Start
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### Automated Setup (Recommended)
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### Prerequisites
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- Python 3.8 or higher
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- Dolibarr instance with API enabled
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- Dolibarr API key
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**For Windows:**
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### Installation
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```bash
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git clone https://github.com/latinogino/dolibarr-mcp.git
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cd dolibarr-mcp
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setup.bat
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```
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**For Linux/Mac:**
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#### Option 1: Using Python (Recommended for Development)
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```bash
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git clone https://github.com/latinogino/dolibarr-mcp.git
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cd dolibarr-mcp
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chmod +x setup.sh
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./setup.sh
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```
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This will:
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- Create a virtual environment (`venv_dolibarr`)
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- Install all dependencies
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- Create a `.env` configuration file
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- Test the installation
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### Manual Setup
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```bash
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```bash
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# Clone the repository
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git clone https://github.com/latinogino/dolibarr-mcp.git
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git clone https://github.com/latinogino/dolibarr-mcp.git
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cd dolibarr-mcp
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cd dolibarr-mcp
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# Create virtual environment
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# Run the setup script
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python -m venv venv_dolibarr
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python setup.py
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# Activate virtual environment
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# Configure your credentials
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# Windows:
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cp .env.example .env
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venv_dolibarr\Scripts\activate
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# Edit .env with your Dolibarr credentials
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# Linux/Mac:
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source venv_dolibarr/bin/activate
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# Install dependencies
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pip install -r requirements.txt
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pip install -e .
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```
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```
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## ⚙️ Configuration
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#### Option 2: Using Docker (Recommended for Production)
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Edit the `.env` file with your Dolibarr instance details:
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```bash
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# Clone the repository
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git clone https://github.com/latinogino/dolibarr-mcp.git
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cd dolibarr-mcp
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# Configure environment
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cp .env.example .env
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# Edit .env with your credentials
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# Build and run with Docker Compose
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docker-compose up -d
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```
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### Configuration
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Create a `.env` file with your Dolibarr credentials:
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```env
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```env
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# Dolibarr API Configuration
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# Dolibarr API Configuration
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DOLIBARR_URL=https://your-dolibarr-instance.com/api/index.php
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DOLIBARR_URL=https://your-dolibarr-instance.com/api/index.php
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DOLIBARR_API_KEY=your_dolibarr_api_key_here
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DOLIBARR_API_KEY=your_api_key_here
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# Logging Configuration
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# Logging Configuration
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LOG_LEVEL=INFO
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LOG_LEVEL=INFO
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```
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```
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### Dolibarr API Setup
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### Testing the Installation
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1. **Enable the API module** in Dolibarr:
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Run the comprehensive test suite to verify everything is working:
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- Go to Home → Setup → Modules
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- Enable "Web Services API REST (developer)"
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2. **Create an API key**:
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- Go to Home → Setup → API/Web services
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- Create a new API key for your user
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- Ensure the user has appropriate permissions
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3. **Test the API**:
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```bash
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curl -X GET "https://your-dolibarr-instance.com/api/index.php/status" \
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-H "DOLAPIKEY: your_api_key_here"
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```
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## 🏃♂️ Running the Server
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### Development Mode
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**Windows:**
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```bash
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```bash
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venv_dolibarr\Scripts\python.exe -m dolibarr_mcp.dolibarr_mcp_server
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# With Python
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python test_dolibarr_mcp.py
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# With Docker
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docker-compose --profile test up dolibarr-mcp-test
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```
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```
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**Linux/Mac:**
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## 🔌 Connecting to AI Assistants
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```bash
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venv_dolibarr/bin/python -m dolibarr_mcp.dolibarr_mcp_server
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```
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### With Claude Desktop
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### Claude Desktop Configuration
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Add to your Claude Desktop configuration file:
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Add to your Claude Desktop configuration:
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**Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
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**Mac:** `~/Library/Application Support/Claude/claude_desktop_config.json`
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```json
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```json
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{
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{
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"mcpServers": {
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"mcpServers": {
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"dolibarr-mcp": {
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"dolibarr": {
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"command": "C:\\path\\to\\your\\dolibarr-mcp\\venv_dolibarr\\Scripts\\python.exe",
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"command": "python",
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"args": ["-m", "dolibarr_mcp.dolibarr_mcp_server"],
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"args": ["-m", "dolibarr_mcp"],
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"cwd": "C:\\path\\to\\your\\dolibarr-mcp",
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"cwd": "/path/to/dolibarr-mcp",
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"env": {
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"env": {
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"DOLIBARR_URL": "https://your-dolibarr-instance.com/api/index.php",
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"DOLIBARR_URL": "https://your-dolibarr-instance.com/api/index.php",
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"DOLIBARR_API_KEY": "your_api_key_here"
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"DOLIBARR_API_KEY": "your_api_key_here"
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@@ -118,215 +119,127 @@ Add to your Claude Desktop configuration file:
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}
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}
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```
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```
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### Docker (Alternative)
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## 📚 Available Tools
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```bash
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### Customer Management
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docker-compose up
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- `get_customers` - List all customers
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```
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## 🚀 Features
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### Complete ERP Management
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- **Customer/Third Party Management**: Full CRUD operations for customers and suppliers
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- **Product Catalog**: Comprehensive product management with inventory tracking
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- **Invoice Management**: Create, update, and track invoices with line items
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- **Order Processing**: Complete order lifecycle management
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- **Contact Management**: Maintain detailed contact records
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- **User Administration**: User account and permissions management
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### Professional Grade
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- **Asynchronous Operations**: High-performance async/await architecture
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- **Error Handling**: Comprehensive error handling with detailed logging
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- **Type Safety**: Full type hints with Pydantic validation
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- **CLI Interface**: Professional command-line tools for testing and management
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- **Raw API Access**: Direct access to any Dolibarr API endpoint
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### MCP Integration
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- **Tool-based Architecture**: Each operation exposed as an MCP tool
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- **Schema Validation**: Proper input/output schema validation
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- **Response Formatting**: Structured JSON responses
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- **Error Propagation**: Meaningful error messages and status codes
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## 📋 Prerequisites
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- Python 3.8 or higher
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- Dolibarr instance with API enabled
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- Dolibarr API key with appropriate permissions
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## 🛠️ Available Tools
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The server exposes comprehensive tools for Dolibarr management:
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#### System Tools
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- `test_connection` - Test API connectivity
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- `get_status` - Get system status and version
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#### Customer Management
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- `get_customers` - List customers/third parties
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- `get_customer_by_id` - Get specific customer details
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- `get_customer_by_id` - Get specific customer details
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- `create_customer` - Create new customer
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- `create_customer` - Create new customer
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- `update_customer` - Update existing customer
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- `update_customer` - Update customer information
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- `delete_customer` - Delete customer
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- `delete_customer` - Remove customer
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#### Product Management
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### Product Management
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- `get_products` - List products
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- `get_products` - List all products
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- `get_product_by_id` - Get specific product details
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- `get_product_by_id` - Get product details
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- `create_product` - Create new product
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- `create_product` - Add new product
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- `update_product` - Update existing product
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- `update_product` - Modify product
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- `delete_product` - Delete product
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- `delete_product` - Remove product
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#### Invoice Management
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### Invoice Management
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- `get_invoices` - List invoices
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- `get_invoices` - List invoices
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- `get_invoice_by_id` - Get specific invoice details
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- `get_invoice_by_id` - Get invoice details
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- `create_invoice` - Create new invoice with line items
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- `create_invoice` - Create new invoice
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- `update_invoice` - Update existing invoice
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- `update_invoice` - Update invoice
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- `delete_invoice` - Delete invoice
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- `delete_invoice` - Delete invoice
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#### Order Management
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### Order Management
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- `get_orders` - List orders
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- `get_orders` - List orders
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- `get_order_by_id` - Get specific order details
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- `get_order_by_id` - Get order details
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- `create_order` - Create new order
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- `create_order` - Create new order
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- `update_order` - Update existing order
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- `update_order` - Update order
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- `delete_order` - Delete order
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- `delete_order` - Delete order
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#### Contact Management
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### User Management
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- `get_contacts` - List contacts
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- `get_contact_by_id` - Get specific contact details
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- `create_contact` - Create new contact
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- `update_contact` - Update existing contact
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- `delete_contact` - Delete contact
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#### User Management
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- `get_users` - List users
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- `get_users` - List users
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- `get_user_by_id` - Get specific user details
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- `get_user_by_id` - Get user details
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- `create_user` - Create new user
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- `create_user` - Create new user
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- `update_user` - Update existing user
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- `update_user` - Update user
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- `delete_user` - Delete user
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- `delete_user` - Delete user
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#### Raw API Access
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### Contact Management
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- `dolibarr_raw_api` - Make direct API calls to any endpoint
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- `get_contacts` - List contacts
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- `get_contact_by_id` - Get contact details
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- `create_contact` - Create new contact
|
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- `update_contact` - Update contact
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- `delete_contact` - Delete contact
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## 💻 Programmatic Usage
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### System Tools
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- `test_connection` - Test API connectivity
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- `get_status` - Get system status
|
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- `dolibarr_raw_api` - Direct API access
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```python
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## 💬 Example Usage with AI Assistant
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import asyncio
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from dolibarr_mcp import Config, DolibarrClient
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async def main():
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Once connected, you can interact with your Dolibarr system using natural language:
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config = Config.from_env()
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async with DolibarrClient(config) as client:
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# Get customers
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customers = await client.get_customers(limit=10)
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print(f"Found {len(customers)} customers")
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|
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# Create a new customer
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new_customer = await client.create_customer(
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name="Test Company",
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email="test@company.com",
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phone="+1-555-0123"
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)
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print(f"Created customer: {new_customer}")
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# Get products
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|
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products = await client.get_products(limit=5)
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|
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print(f"Found {len(products)} products")
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|
||||||
|
|
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asyncio.run(main())
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```
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User: "Create a new customer called 'Tech Innovations Ltd' with email tech@innovations.com"
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Assistant: I'll create that customer for you in Dolibarr...
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[Customer created successfully with ID: 1234]
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User: "Show me all invoices from last month"
|
||||||
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Assistant: Let me fetch the invoices for you...
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[Lists invoices with details]
|
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|
|
||||||
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User: "Create a product called 'Premium Software License' priced at $299"
|
||||||
|
Assistant: I'll add that product to your catalog...
|
||||||
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[Product created successfully]
|
||||||
```
|
```
|
||||||
|
|
||||||
## 🧪 Testing
|
## 🐳 Docker Deployment
|
||||||
|
|
||||||
Run the test suite:
|
### Build the Docker Image
|
||||||
|
|
||||||
```bash
|
```bash
|
||||||
# Install test dependencies
|
docker build -t dolibarr-mcp:latest .
|
||||||
pip install pytest pytest-asyncio pytest-cov
|
|
||||||
|
|
||||||
# Run tests
|
|
||||||
pytest
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|
||||||
|
|
||||||
# Run with coverage
|
|
||||||
pytest --cov=src/dolibarr_mcp
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|
||||||
```
|
```
|
||||||
|
|
||||||
Test API connection:
|
### Run with Docker Compose
|
||||||
|
|
||||||
```bash
|
```bash
|
||||||
# Windows:
|
docker-compose up -d
|
||||||
venv_dolibarr\Scripts\python.exe -c "from dolibarr_mcp import Config, DolibarrClient; import asyncio; asyncio.run(DolibarrClient(Config()).get_status())"
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|
||||||
|
|
||||||
# Linux/Mac:
|
|
||||||
venv_dolibarr/bin/python -c "from dolibarr_mcp import Config, DolibarrClient; import asyncio; asyncio.run(DolibarrClient(Config()).get_status())"
|
|
||||||
```
|
```
|
||||||
|
|
||||||
## 🏗️ Project Structure
|
### Run Tests in Docker
|
||||||
|
|
||||||
|
```bash
|
||||||
|
docker-compose --profile test up dolibarr-mcp-test
|
||||||
|
```
|
||||||
|
|
||||||
|
## 🧪 Development
|
||||||
|
|
||||||
|
### Project Structure
|
||||||
|
|
||||||
```
|
```
|
||||||
dolibarr-mcp/
|
dolibarr-mcp/
|
||||||
├── src/dolibarr_mcp/
|
├── src/
|
||||||
│ ├── __init__.py # Package exports
|
│ └── dolibarr_mcp/
|
||||||
│ ├── config.py # Configuration management
|
│ ├── __init__.py
|
||||||
│ ├── cli.py # Command line interface
|
│ ├── __main__.py
|
||||||
│ ├── dolibarr_client.py # API client implementation
|
│ ├── config.py
|
||||||
│ └── dolibarr_mcp_server.py # MCP server implementation
|
│ ├── dolibarr_client.py
|
||||||
├── tests/ # Test suite
|
│ ├── dolibarr_mcp_server.py
|
||||||
├── api/ # API documentation
|
│ └── cli.py
|
||||||
├── setup.py # Development setup script
|
├── tests/
|
||||||
├── setup.bat # Windows setup script
|
├── Dockerfile
|
||||||
├── setup.sh # Linux/Mac setup script
|
├── docker-compose.yml
|
||||||
├── pyproject.toml # Project configuration
|
├── pyproject.toml
|
||||||
├── requirements.txt # Dependencies
|
├── requirements.txt
|
||||||
├── Dockerfile # Docker configuration
|
├── setup.py
|
||||||
├── docker-compose.yml # Docker Compose configuration
|
└── README.md
|
||||||
└── README.md # This file
|
|
||||||
```
|
```
|
||||||
|
|
||||||
## 🐳 Docker Support
|
### Running Tests
|
||||||
|
|
||||||
Build and run with Docker:
|
|
||||||
|
|
||||||
```bash
|
```bash
|
||||||
# Build image
|
# Run the comprehensive test suite
|
||||||
docker build -t dolibarr-mcp .
|
python test_dolibarr_mcp.py
|
||||||
|
|
||||||
# Run with docker-compose
|
# Run with pytest (if installed)
|
||||||
docker-compose up
|
pytest tests/
|
||||||
|
|
||||||
# Run container directly
|
|
||||||
docker run -p 8080:8080 --env-file .env dolibarr-mcp
|
|
||||||
```
|
```
|
||||||
|
|
||||||
## 🔧 Troubleshooting
|
### Contributing
|
||||||
|
|
||||||
### Common Issues
|
|
||||||
|
|
||||||
**1. Virtual Environment Not Found**
|
|
||||||
```bash
|
|
||||||
# Make sure you created the virtual environment:
|
|
||||||
python -m venv venv_dolibarr
|
|
||||||
|
|
||||||
# And use the correct path in Claude Desktop config
|
|
||||||
```
|
|
||||||
|
|
||||||
**2. API Connection Failed**
|
|
||||||
```bash
|
|
||||||
# Test your API key and URL:
|
|
||||||
curl -X GET "https://your-dolibarr-instance.com/api/index.php/status" \
|
|
||||||
-H "DOLAPIKEY: your_api_key_here"
|
|
||||||
```
|
|
||||||
|
|
||||||
**3. Module Import Errors**
|
|
||||||
```bash
|
|
||||||
# Install in development mode:
|
|
||||||
pip install -e .
|
|
||||||
```
|
|
||||||
|
|
||||||
**4. Permission Errors**
|
|
||||||
- Ensure your Dolibarr user has API access
|
|
||||||
- Check that the API module is enabled
|
|
||||||
- Verify user permissions for the operations you want to perform
|
|
||||||
|
|
||||||
## 🤝 Contributing
|
|
||||||
|
|
||||||
1. Fork the repository
|
1. Fork the repository
|
||||||
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
|
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
|
||||||
@@ -334,63 +247,53 @@ pip install -e .
|
|||||||
4. Push to the branch (`git push origin feature/amazing-feature`)
|
4. Push to the branch (`git push origin feature/amazing-feature`)
|
||||||
5. Open a Pull Request
|
5. Open a Pull Request
|
||||||
|
|
||||||
### Development Setup
|
## 📋 Requirements
|
||||||
|
|
||||||
```bash
|
- Python 3.8+
|
||||||
# Clone your fork
|
- Dependencies (automatically installed):
|
||||||
git clone https://github.com/yourusername/dolibarr-mcp.git
|
- mcp>=1.0.0
|
||||||
cd dolibarr-mcp
|
- aiohttp>=3.9.0
|
||||||
|
- python-dotenv>=1.0.0
|
||||||
|
- pydantic>=2.5.0
|
||||||
|
- click>=8.1.0
|
||||||
|
|
||||||
# Run setup script
|
## 🔐 Security Considerations
|
||||||
python setup.py
|
|
||||||
|
|
||||||
# Install development dependencies
|
- Always use HTTPS for your Dolibarr instance
|
||||||
pip install pytest pytest-asyncio pytest-cov
|
- Keep your API keys secure and never commit them to version control
|
||||||
|
- Use environment variables for sensitive configuration
|
||||||
|
- Regularly update dependencies for security patches
|
||||||
|
- Consider using Docker secrets for production deployments
|
||||||
|
|
||||||
# Run tests
|
## 📝 License
|
||||||
pytest
|
|
||||||
```
|
|
||||||
|
|
||||||
## 📄 License
|
|
||||||
|
|
||||||
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
|
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
|
||||||
|
|
||||||
|
## 🤝 Support
|
||||||
|
|
||||||
|
- **Issues**: [GitHub Issues](https://github.com/latinogino/dolibarr-mcp/issues)
|
||||||
|
- **Documentation**: [Wiki](https://github.com/latinogino/dolibarr-mcp/wiki)
|
||||||
|
- **Dolibarr Documentation**: [Official Dolibarr Docs](https://wiki.dolibarr.org/)
|
||||||
|
|
||||||
## 🙏 Acknowledgments
|
## 🙏 Acknowledgments
|
||||||
|
|
||||||
- [Dolibarr](https://www.dolibarr.org/) - The amazing open-source ERP/CRM
|
- [Anthropic](https://www.anthropic.com/) for the MCP protocol
|
||||||
- [Model Context Protocol](https://modelcontextprotocol.io/) - The protocol specification
|
- [Dolibarr](https://www.dolibarr.org/) community for the excellent ERP system
|
||||||
- [Anthropic](https://www.anthropic.com/) - For the MCP standard
|
- Contributors and testers
|
||||||
|
|
||||||
## 📞 Support
|
## 🚧 Roadmap
|
||||||
|
|
||||||
- 📖 [Documentation](https://github.com/latinogino/dolibarr-mcp#readme)
|
- [ ] Advanced search and filtering capabilities
|
||||||
- 🐛 [Issue Tracker](https://github.com/latinogino/dolibarr-mcp/issues)
|
- [ ] Bulk operations support
|
||||||
- 💬 [Discussions](https://github.com/latinogino/dolibarr-mcp/discussions)
|
- [ ] Webhook integration
|
||||||
|
- [ ] Real-time notifications
|
||||||
## 🗺️ Roadmap
|
- [ ] Multi-language support
|
||||||
|
- [ ] Advanced reporting tools
|
||||||
### Phase 1 (Completed) ✅
|
- [ ] Custom field support
|
||||||
- [x] Core MCP server implementation
|
- [ ] Module-specific tools (CRM, HRM, Project Management)
|
||||||
- [x] Full CRUD operations for main entities
|
|
||||||
- [x] Professional error handling
|
|
||||||
- [x] Automated setup scripts
|
|
||||||
- [x] Docker support
|
|
||||||
- [x] Comprehensive documentation
|
|
||||||
|
|
||||||
### Phase 2 (Next)
|
|
||||||
- [ ] Advanced filtering and search
|
|
||||||
- [ ] Webhook support
|
|
||||||
- [ ] Performance optimization
|
|
||||||
- [ ] Extended API coverage
|
|
||||||
- [ ] Unit tests
|
|
||||||
|
|
||||||
### Phase 3 (Future)
|
|
||||||
- [ ] Web UI for management
|
|
||||||
- [ ] Multi-instance support
|
|
||||||
- [ ] Caching layer
|
|
||||||
- [ ] Metrics and monitoring
|
|
||||||
- [ ] Plugin system
|
|
||||||
|
|
||||||
---
|
---
|
||||||
|
|
||||||
**Built with ❤️ for the Dolibarr community**
|
<div align="center">
|
||||||
|
Made with ❤️ for the Dolibarr and AI community
|
||||||
|
</div>
|
||||||
|
|||||||
Reference in New Issue
Block a user