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dolibarr-mcp/README.md

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# Dolibarr MCP Server
Professional Model Context Protocol (MCP) server for comprehensive Dolibarr ERP integration with full CRUD operations and business intelligence capabilities.
[![Python Version](https://img.shields.io/badge/python-3.8+-blue.svg)](https://python.org)
[![License](https://img.shields.io/badge/license-MIT-green.svg)](LICENSE)
[![MCP Compatible](https://img.shields.io/badge/MCP-1.0.0-orange.svg)](https://modelcontextprotocol.io)
## 🚀 Quick Start
### Automated Setup (Recommended)
**For Windows:**
```bash
git clone https://github.com/latinogino/dolibarr-mcp.git
cd dolibarr-mcp
setup.bat
```
**For Linux/Mac:**
```bash
git clone https://github.com/latinogino/dolibarr-mcp.git
cd dolibarr-mcp
chmod +x setup.sh
./setup.sh
```
This will:
- Create a virtual environment (`venv_dolibarr`)
- Install all dependencies
- Create a `.env` configuration file
- Test the installation
### Manual Setup
```bash
git clone https://github.com/latinogino/dolibarr-mcp.git
cd dolibarr-mcp
# Create virtual environment
python -m venv venv_dolibarr
# Activate virtual environment
# Windows:
venv_dolibarr\Scripts\activate
# Linux/Mac:
source venv_dolibarr/bin/activate
# Install dependencies
pip install -r requirements.txt
pip install -e .
```
## ⚙️ Configuration
Edit the `.env` file with your Dolibarr instance details:
```env
# Dolibarr API Configuration
DOLIBARR_URL=https://your-dolibarr-instance.com/api/index.php
DOLIBARR_API_KEY=your_dolibarr_api_key_here
# Logging Configuration
LOG_LEVEL=INFO
```
### Dolibarr API Setup
1. **Enable the API module** in Dolibarr:
- Go to Home → Setup → Modules
- Enable "Web Services API REST (developer)"
2. **Create an API key**:
- Go to Home → Setup → API/Web services
- Create a new API key for your user
- Ensure the user has appropriate permissions
3. **Test the API**:
```bash
curl -X GET "https://your-dolibarr-instance.com/api/index.php/status" \
-H "DOLAPIKEY: your_api_key_here"
```
## 🏃‍♂️ Running the Server
### Development Mode
**Windows:**
```bash
venv_dolibarr\Scripts\python.exe -m dolibarr_mcp.dolibarr_mcp_server
```
**Linux/Mac:**
```bash
venv_dolibarr/bin/python -m dolibarr_mcp.dolibarr_mcp_server
```
### With Claude Desktop
Add to your Claude Desktop configuration file:
**Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
**Mac:** `~/Library/Application Support/Claude/claude_desktop_config.json`
```json
{
"mcpServers": {
"dolibarr-mcp": {
"command": "C:\\path\\to\\your\\dolibarr-mcp\\venv_dolibarr\\Scripts\\python.exe",
"args": ["-m", "dolibarr_mcp.dolibarr_mcp_server"],
"cwd": "C:\\path\\to\\your\\dolibarr-mcp",
"env": {
"DOLIBARR_URL": "https://your-dolibarr-instance.com/api/index.php",
"DOLIBARR_API_KEY": "your_api_key_here"
}
}
}
}
```
### Docker (Alternative)
```bash
docker-compose up
```
## 🚀 Features
### Complete ERP Management
- **Customer/Third Party Management**: Full CRUD operations for customers and suppliers
- **Product Catalog**: Comprehensive product management with inventory tracking
- **Invoice Management**: Create, update, and track invoices with line items
- **Order Processing**: Complete order lifecycle management
- **Contact Management**: Maintain detailed contact records
- **User Administration**: User account and permissions management
### Professional Grade
- **Asynchronous Operations**: High-performance async/await architecture
- **Error Handling**: Comprehensive error handling with detailed logging
- **Type Safety**: Full type hints with Pydantic validation
- **CLI Interface**: Professional command-line tools for testing and management
- **Raw API Access**: Direct access to any Dolibarr API endpoint
### MCP Integration
- **Tool-based Architecture**: Each operation exposed as an MCP tool
- **Schema Validation**: Proper input/output schema validation
- **Response Formatting**: Structured JSON responses
- **Error Propagation**: Meaningful error messages and status codes
## 📋 Prerequisites
- Python 3.8 or higher
- Dolibarr instance with API enabled
- Dolibarr API key with appropriate permissions
## 🛠️ Available Tools
The server exposes comprehensive tools for Dolibarr management:
#### System Tools
- `test_connection` - Test API connectivity
- `get_status` - Get system status and version
#### Customer Management
- `get_customers` - List customers/third parties
- `get_customer_by_id` - Get specific customer details
- `create_customer` - Create new customer
- `update_customer` - Update existing customer
- `delete_customer` - Delete customer
#### Product Management
- `get_products` - List products
- `get_product_by_id` - Get specific product details
- `create_product` - Create new product
- `update_product` - Update existing product
- `delete_product` - Delete product
#### Invoice Management
- `get_invoices` - List invoices
- `get_invoice_by_id` - Get specific invoice details
- `create_invoice` - Create new invoice with line items
- `update_invoice` - Update existing invoice
- `delete_invoice` - Delete invoice
#### Order Management
- `get_orders` - List orders
- `get_order_by_id` - Get specific order details
- `create_order` - Create new order
- `update_order` - Update existing order
- `delete_order` - Delete order
#### Contact Management
- `get_contacts` - List contacts
- `get_contact_by_id` - Get specific contact details
- `create_contact` - Create new contact
- `update_contact` - Update existing contact
- `delete_contact` - Delete contact
#### User Management
- `get_users` - List users
- `get_user_by_id` - Get specific user details
- `create_user` - Create new user
- `update_user` - Update existing user
- `delete_user` - Delete user
#### Raw API Access
- `dolibarr_raw_api` - Make direct API calls to any endpoint
## 💻 Programmatic Usage
```python
import asyncio
from dolibarr_mcp import Config, DolibarrClient
async def main():
config = Config.from_env()
async with DolibarrClient(config) as client:
# Get customers
customers = await client.get_customers(limit=10)
print(f"Found {len(customers)} customers")
# Create a new customer
new_customer = await client.create_customer(
name="Test Company",
email="test@company.com",
phone="+1-555-0123"
)
print(f"Created customer: {new_customer}")
# Get products
products = await client.get_products(limit=5)
print(f"Found {len(products)} products")
asyncio.run(main())
```
## 🧪 Testing
Run the test suite:
```bash
# Install test dependencies
pip install pytest pytest-asyncio pytest-cov
# Run tests
pytest
# Run with coverage
pytest --cov=src/dolibarr_mcp
```
Test API connection:
```bash
# Windows:
venv_dolibarr\Scripts\python.exe -c "from dolibarr_mcp import Config, DolibarrClient; import asyncio; asyncio.run(DolibarrClient(Config()).get_status())"
# Linux/Mac:
venv_dolibarr/bin/python -c "from dolibarr_mcp import Config, DolibarrClient; import asyncio; asyncio.run(DolibarrClient(Config()).get_status())"
```
## 🏗️ Project Structure
```
dolibarr-mcp/
├── src/dolibarr_mcp/
│ ├── __init__.py # Package exports
│ ├── config.py # Configuration management
│ ├── cli.py # Command line interface
│ ├── dolibarr_client.py # API client implementation
│ └── dolibarr_mcp_server.py # MCP server implementation
├── tests/ # Test suite
├── api/ # API documentation
├── setup.py # Development setup script
├── setup.bat # Windows setup script
├── setup.sh # Linux/Mac setup script
├── pyproject.toml # Project configuration
├── requirements.txt # Dependencies
├── Dockerfile # Docker configuration
├── docker-compose.yml # Docker Compose configuration
└── README.md # This file
```
## 🐳 Docker Support
Build and run with Docker:
```bash
# Build image
docker build -t dolibarr-mcp .
# Run with docker-compose
docker-compose up
# Run container directly
docker run -p 8080:8080 --env-file .env dolibarr-mcp
```
## 🔧 Troubleshooting
### 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
2. Create a feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request
### Development Setup
```bash
# Clone your fork
git clone https://github.com/yourusername/dolibarr-mcp.git
cd dolibarr-mcp
# Run setup script
python setup.py
# Install development dependencies
pip install pytest pytest-asyncio pytest-cov
# Run tests
pytest
```
## 📄 License
This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details.
## 🙏 Acknowledgments
- [Dolibarr](https://www.dolibarr.org/) - The amazing open-source ERP/CRM
- [Model Context Protocol](https://modelcontextprotocol.io/) - The protocol specification
- [Anthropic](https://www.anthropic.com/) - For the MCP standard
## 📞 Support
- 📖 [Documentation](https://github.com/latinogino/dolibarr-mcp#readme)
- 🐛 [Issue Tracker](https://github.com/latinogino/dolibarr-mcp/issues)
- 💬 [Discussions](https://github.com/latinogino/dolibarr-mcp/discussions)
## 🗺️ Roadmap
### Phase 1 (Completed) ✅
- [x] Core MCP server implementation
- [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**