mirror of
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Clarify Windows setup for Claude Desktop
This commit is contained in:
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README.md
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README.md
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# Dolibarr MCP Server
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A professional Model Context Protocol (MCP) Server for complete management of Dolibarr ERP/CRM systems.
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Dolibarr MCP is a focused Model Context Protocol (MCP) server that exposes the
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most useful Dolibarr ERP/CRM operations to AI copilots. The repository mirrors
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the clean layout used by [`prestashop-mcp`](https://github.com/latinogino/prestashop-mcp):
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a single production-ready server implementation, an async HTTP client, and a
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self-contained documentation bundle.
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## 🚀 Overview
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This MCP Server enables complete management of your Dolibarr ERP/CRM through AI applications like Claude Desktop. With specialized tools, you can manage all aspects of your business - from customers and products to invoices, orders, and contacts.
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This MCP server enables complete management of your Dolibarr ERP/CRM through AI
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tools such as Claude Desktop. With specialised tools you can manage customers,
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products, invoices, orders, contacts, and system administration tasks from a
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single MCP endpoint.
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## 📚 Documentation
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All user and contributor guides live in [`docs/`](docs/README.md):
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- [Quickstart](docs/quickstart.md) – installation and first run instructions for Linux, macOS, and Windows
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- [Configuration](docs/configuration.md) – environment variables and secrets consumed by the server
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- [Development](docs/development.md) – test workflow, linting, and Docker helpers
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- [API Reference](docs/api-reference.md) – Dolibarr REST resources and corresponding MCP tools
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## ✨ Features
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- **💼 Complete ERP/CRM Management** - Tools for all business areas
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- **👥 Customer & Contact Management** - Full CRM functionality
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- **📦 Product & Service Management** - Complete inventory control
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- **💰 Financial Management** - Invoices, orders, and payments
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- **🏗️ MCP Protocol Compliance** for seamless AI integration
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- **⚡ Async/Await Architecture** for maximum performance
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- **🛡️ Comprehensive Error Handling** and validation
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- **🔧 Production-Ready** with complete test suite
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- **🐳 Docker Support** for easy deployment
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- **💼 Complete ERP/CRM Management** – Tools for customers, products, invoices, orders, and contacts
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- **⚡ Async/Await Architecture** – Modern, high-performance HTTP client and server
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- **🛡️ Comprehensive Error Handling** – Robust validation and structured responses
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- **🐳 Docker Support** – Optional container workflow for local experimentation and deployment
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- **🔧 Production-Ready** – Automated tests and configuration management powered by `pydantic-settings`
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## 🛠️ Available Tools
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## 🛠 Available tools
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### 👥 Customer Management (Third Parties)
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- `get_customers` - Retrieve and filter customers
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- `get_customer_by_id` - Get specific customer details
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- `create_customer` - Create new customers
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- `update_customer` - Edit customer data
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- `delete_customer` - Remove customers
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`dolibarr_mcp_server` registers MCP tools that map to common Dolibarr workflows.
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See the [API reference](docs/api-reference.md) for full details.
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### 📦 Product Management
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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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- `create_product` - Create new products/services
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- `update_product` - Edit product information
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- `delete_product` - Remove products
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- **System** – `test_connection`, `get_status`, and `dolibarr_raw_api`
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- **Users** – CRUD helpers for Dolibarr users
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- **Customers / Third Parties** – CRUD helpers for partners
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- **Products** – CRUD helpers for product catalogue entries
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- **Invoices** – CRUD helpers for invoices
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- **Orders** – CRUD helpers for customer orders
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- **Contacts** – CRUD helpers for contact records
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### 💰 Invoice Management
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- `get_invoices` - Retrieve and filter invoices
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- `get_invoice_by_id` - Get specific invoice details
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- `create_invoice` - Create new invoices
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- `update_invoice` - Edit invoice information
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- `delete_invoice` - Remove invoices
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The async implementation in [`dolibarr_client.py`](src/dolibarr_mcp/dolibarr_client.py)
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handles authentication, pagination, and error handling for all endpoints.
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### 📋 Order Management
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- `get_orders` - Retrieve and filter orders
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- `get_order_by_id` - Get specific order details
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- `create_order` - Create new orders
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- `update_order` - Edit order information
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- `delete_order` - Remove orders
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## 📦 Installation
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### 👤 Contact Management
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- `get_contacts` - List all contacts
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- `get_contact_by_id` - Get specific contact details
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- `create_contact` - Create new contacts
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- `update_contact` - Edit contact information
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- `delete_contact` - Remove contacts
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### Linux / macOS
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### 👤 User Management
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- `get_users` - List system users
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- `get_user_by_id` - Get specific user details
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- `create_user` - Create new users
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- `update_user` - Edit user information
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- `delete_user` - Remove users
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### ⚙️ System Administration
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- `test_connection` - Test API connection
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- `get_status` - System status and version
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- `dolibarr_raw_api` - Direct API access for advanced operations
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## 📋 Installation
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### ⚠️ Recommended Installation (Virtual Environment)
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**This approach prevents module conflicts and ensures reliable installation:**
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#### Windows:
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```powershell
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# Clone 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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# Create virtual environment
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python -m venv venv_dolibarr
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# Activate virtual environment
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.\venv_dolibarr\Scripts\Activate.ps1
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# Install dependencies
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pip install -r requirements.txt
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# Install package in development mode
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pip install -e .
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# Verify installation
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python -c "import dolibarr_mcp; print('✅ Installation successful')"
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# Note the Python path for Claude Desktop configuration
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Write-Host "Python Path: $((Get-Command python).Source)"
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```
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#### Linux/macOS:
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```bash
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# Clone 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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# Create virtual environment
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python3 -m venv venv_dolibarr
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# Activate virtual environment
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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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# Install package in development mode
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python3 -m venv .venv
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source .venv/bin/activate
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pip install -e .
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# Verify installation
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python -c "import dolibarr_mcp; print('✅ Installation successful')"
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# Note the Python path for Claude Desktop configuration
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which python
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```
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### 🐳 Docker Installation
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Install development extras (pytest, formatting, type-checking) when needed:
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```bash
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pip install -e '.[dev]'
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```
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### Windows (Visual Studio `vsenv`)
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1. Launch the **x64 Native Tools Command Prompt for VS** or **Developer PowerShell for VS** (`vsenv`).
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2. Create a virtual environment next to the repository root: `py -3 -m venv .venv`.
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3. Activate it: `call .venv\\Scripts\\activate.bat` (Command Prompt) or `.\\.venv\\Scripts\\Activate.ps1` (PowerShell).
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4. Install the package: `pip install -e .`.
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5. Install development extras when required: `pip install -e .[dev]` (PowerShell requires escaping brackets: ``pip install -e .`[dev`]``).
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6. Run `where python` **inside** the activated environment and copy the reported path. Claude Desktop must use this exact `python.exe`; mismatched paths (for example, pointing at a non-existent `venv_dolibarr\Scripts\python.exe`) will produce an immediate `ENOENT` error and the server will show as *disconnected*.
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### Docker
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```bash
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# Using Docker Compose (recommended)
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docker-compose up -d
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docker compose up -d
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# Or using Docker directly
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# Or build and run directly
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docker build -t dolibarr-mcp .
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docker run -d \
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-e DOLIBARR_URL=https://your-dolibarr.com \
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-e DOLIBARR_API_KEY=your_api_key \
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-p 8080:8080 \
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-e DOLIBARR_URL=https://your-dolibarr.example.com/api/index.php \
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-e DOLIBARR_API_KEY=YOUR_API_KEY \
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dolibarr-mcp
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```
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### ⚙️ Configuration
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## ⚙️ Configuration
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Create a `.env` file based on `.env.example`:
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Set the following environment variables (they may live in a `.env` file):
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- `DOLIBARR_URL` – Dolibarr API endpoint, e.g. `https://example.com/api/index.php`
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- `DOLIBARR_API_KEY` – personal Dolibarr API token
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- `LOG_LEVEL` – optional logging verbosity (defaults to `INFO`)
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[`Config`](src/dolibarr_mcp/config.py) is built with `pydantic-settings` and
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supports loading from the environment, `.env` files, and CLI overrides. See the
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[configuration guide](docs/configuration.md) for a full matrix and troubleshooting tips.
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## ▶️ Running the server
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Dolibarr MCP communicates with hosts over STDIO. Once configured, launch the
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server with:
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```bash
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# Dolibarr Configuration
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DOLIBARR_URL=https://your-dolibarr.example.com
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DOLIBARR_API_KEY=YOUR_API_KEY
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# Logging
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LOG_LEVEL=INFO
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python -m dolibarr_mcp.cli serve
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```
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## 🎯 Usage
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You can validate credentials and connectivity using the built-in test command
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before wiring it into a host:
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### 🤖 With Claude Desktop
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```bash
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python -m dolibarr_mcp.cli test --url https://example.com/api/index.php --api-key YOUR_TOKEN
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```
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#### Using Virtual Environment (Recommended)
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## 🤖 Using with Claude Desktop
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Add this configuration to `claude_desktop_config.json`:
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Add an entry to `claude_desktop_config.json` that points to your virtual
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environment’s Python executable and the `dolibarr_mcp.cli` module. After
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installation, verify the executable path with `which python` (Linux/macOS) or
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`where python` (Windows `vsenv`). Restart Claude Desktop so it picks up the new
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MCP server. A working Windows configuration looks like this:
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**Windows:**
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```json
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{
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"mcpServers": {
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"dolibarr": {
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"command": "C:\\\\path\\\\to\\\\dolibarr-mcp\\\\venv_dolibarr\\\\Scripts\\\\python.exe",
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"args": ["-m", "dolibarr_mcp.dolibarr_mcp_server"],
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"cwd": "C:\\\\path\\\\to\\\\dolibarr-mcp",
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"env": {
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"DOLIBARR_URL": "https://your-dolibarr.example.com",
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"DOLIBARR_API_KEY": "YOUR_API_KEY"
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}
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"dolibarr-python": {
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"command": "C:/Users/you/GitHub/dolibarr-mcp/.venv/Scripts/python.exe",
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"args": [
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"-m",
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"dolibarr_mcp.cli",
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"serve"
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],
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"cwd": "C:/Users/you/GitHub/dolibarr-mcp",
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"env": {
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"DOLIBARR_URL": "https://your-dolibarr.example.com/api/index.php",
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"DOLIBARR_API_KEY": "your_api_key"
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}
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}
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}
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```
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**Linux/macOS:**
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```json
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{
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"mcpServers": {
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"dolibarr": {
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"command": "/path/to/dolibarr-mcp/venv_dolibarr/bin/python",
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"args": ["-m", "dolibarr_mcp.dolibarr_mcp_server"],
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"cwd": "/path/to/dolibarr-mcp",
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"env": {
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"DOLIBARR_URL": "https://your-dolibarr.example.com",
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"DOLIBARR_API_KEY": "YOUR_API_KEY"
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}
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}
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}
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}
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```
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Use forward slashes in the JSON path or escape backslashes, and keep the
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`command` value synchronized with the output of `where python` while the `.venv`
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is activated.
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### 💻 CLI Usage
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## 🧪 Development workflow
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```bash
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# Activate virtual environment first (if using venv)
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source venv_dolibarr/bin/activate # Linux/macOS
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.\venv_dolibarr\Scripts\Activate.ps1 # Windows
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# With environment variables
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dolibarr-mcp
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# With direct parameters
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dolibarr-mcp --url https://your-dolibarr.com --api-key YOUR_API_KEY
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# Debug mode
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dolibarr-mcp --log-level DEBUG
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```
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## 💡 Example Usage
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### Customer Management
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```
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"Show me all customers in Dolibarr"
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"Create a new customer named 'Acme Corp' with email info@acme.com"
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"Update customer ID 5 with new phone number +1234567890"
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"Find customers in France"
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```
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### Product Management
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```
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"List all products with stock levels"
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"Create a new product 'Consulting Service' with price $150"
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"Update product ID 10 to set new price $200"
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"Show me products with low stock"
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```
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### Invoice Management
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```
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"Show all unpaid invoices"
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"Create an invoice for customer 'Acme Corp'"
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"Get invoice details for invoice ID 100"
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"Update invoice due date to next month"
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```
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### Contact Management
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```
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"List all contacts for customer ID 5"
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"Create a new contact John Doe for Acme Corp"
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"Update contact email for John Doe"
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"Find all contacts with role 'Manager'"
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```
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## 🔧 Troubleshooting
|
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### ❌ Common Issues
|
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||||
#### "ModuleNotFoundError: No module named 'dolibarr_mcp'"
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||||
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||||
**Solution:** Use virtual environment and ensure package is installed:
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```bash
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# Check if in virtual environment
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python -c "import sys; print(sys.prefix)"
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||||
# Reinstall package
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pip install -e .
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||||
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||||
# Verify installation
|
||||
python -c "import dolibarr_mcp; print('Module found')"
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```
|
||||
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#### API Connection Issues
|
||||
|
||||
**Check API Configuration:**
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```bash
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# Test connection with curl
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curl -X GET "https://your-dolibarr.com/api/index.php/status" \
|
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-H "DOLAPIKEY: YOUR_API_KEY"
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```
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#### Permission Errors
|
||||
|
||||
Ensure your API key has necessary permissions in Dolibarr:
|
||||
1. Go to Dolibarr Admin → API/Web Services
|
||||
2. Check API key permissions
|
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3. Enable required modules (API REST module)
|
||||
|
||||
### 🔍 Debug Mode
|
||||
|
||||
Enable debug logging in Claude Desktop configuration:
|
||||
```json
|
||||
{
|
||||
"mcpServers": {
|
||||
"dolibarr": {
|
||||
"command": "path/to/python",
|
||||
"args": ["-m", "dolibarr_mcp.dolibarr_mcp_server"],
|
||||
"cwd": "path/to/dolibarr-mcp",
|
||||
"env": {
|
||||
"DOLIBARR_URL": "https://your-dolibarr.example.com",
|
||||
"DOLIBARR_API_KEY": "YOUR_API_KEY",
|
||||
"LOG_LEVEL": "DEBUG"
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
```
|
||||
|
||||
## 📊 Project Structure
|
||||
|
||||
```
|
||||
dolibarr-mcp/
|
||||
├── src/dolibarr_mcp/ # Main Package
|
||||
│ ├── dolibarr_mcp_server.py # MCP Server
|
||||
│ ├── dolibarr_client.py # Dolibarr API Client
|
||||
│ ├── config.py # Configuration Management
|
||||
│ └── cli.py # Command Line Interface
|
||||
├── tests/ # Test Suite
|
||||
│ ├── test_config.py # Unit Tests
|
||||
│ └── test_dolibarr_client.py # Integration Tests
|
||||
├── docker/ # Docker Configuration
|
||||
│ ├── Dockerfile # Container Definition
|
||||
│ └── docker-compose.yml # Compose Configuration
|
||||
├── venv_dolibarr/ # Virtual Environment (after setup)
|
||||
├── README.md # Documentation
|
||||
├── CHANGELOG.md # Version History
|
||||
├── pyproject.toml # Package Configuration
|
||||
└── requirements.txt # Dependencies
|
||||
```
|
||||
|
||||
## 📖 API Documentation
|
||||
|
||||
### Dolibarr API
|
||||
|
||||
Complete Dolibarr API documentation:
|
||||
- **[Dolibarr REST API Wiki](https://wiki.dolibarr.org/index.php?title=Module_Web_Services_API_REST_(developer))**
|
||||
- **[Dolibarr Integration Guide](https://wiki.dolibarr.org/index.php?title=Interfaces_Dolibarr_toward_foreign_systems)**
|
||||
|
||||
### Authentication
|
||||
|
||||
```bash
|
||||
curl -X GET "https://your-dolibarr.com/api/index.php/status" \
|
||||
-H "DOLAPIKEY: YOUR_API_KEY"
|
||||
```
|
||||
|
||||
### Important Endpoints
|
||||
|
||||
- **Third Parties**: `/api/index.php/thirdparties`
|
||||
- **Products**: `/api/index.php/products`
|
||||
- **Invoices**: `/api/index.php/invoices`
|
||||
- **Orders**: `/api/index.php/orders`
|
||||
- **Contacts**: `/api/index.php/contacts`
|
||||
- **Users**: `/api/index.php/users`
|
||||
- **Status**: `/api/index.php/status`
|
||||
|
||||
## 🧪 Development
|
||||
|
||||
### 🏗️ Development Environment
|
||||
|
||||
```bash
|
||||
# Activate virtual environment
|
||||
source venv_dolibarr/bin/activate # Linux/macOS
|
||||
.\venv_dolibarr\Scripts\Activate.ps1 # Windows
|
||||
|
||||
# Install development dependencies
|
||||
pip install -r requirements.txt
|
||||
|
||||
# Run tests
|
||||
pytest
|
||||
|
||||
# Run tests with coverage
|
||||
pytest --cov=src/dolibarr_mcp --cov-report=html
|
||||
|
||||
# Run integration tests
|
||||
python tests/test_dolibarr_client.py
|
||||
```
|
||||
|
||||
## 📖 Resources
|
||||
|
||||
- **[Dolibarr Official Documentation](https://www.dolibarr.org/documentation-home)**
|
||||
- **[Model Context Protocol Specification](https://modelcontextprotocol.io/)**
|
||||
- **[Claude Desktop MCP Integration](https://docs.anthropic.com/)**
|
||||
- **[GitHub Repository](https://github.com/latinogino/dolibarr-mcp)**
|
||||
- Run the test-suite with `pytest` (see [development docs](docs/development.md)
|
||||
for coverage flags and Docker helpers).
|
||||
- Editable installs rely on the `src/` layout and expose the `dolibarr-mcp`
|
||||
console entry point.
|
||||
- Contributions follow the same structure and documentation conventions as
|
||||
`prestashop-mcp` to keep the twin projects in sync.
|
||||
|
||||
## 📄 License
|
||||
|
||||
MIT License - see [LICENSE](LICENSE) for details.
|
||||
|
||||
## 📝 Changelog
|
||||
|
||||
See [CHANGELOG.md](CHANGELOG.md) for a detailed history of changes.
|
||||
|
||||
---
|
||||
|
||||
**🎯 Manage your complete Dolibarr ERP/CRM through natural language with Claude Desktop!**
|
||||
This project is released under the [MIT License](LICENSE).
|
||||
|
||||
Reference in New Issue
Block a user