QoreNext CRM MCP

by qorenext-it

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About

Real-time CRM intelligence for Claude and other AI clients — map corporate ownership hierarchies and verify entity names and registered addresses, directly in chat. No manual lookups, no spreadsheets.

Details

Author
qorenext-it
Categories
Productivity, Other, AI

Setup

Install QoreNext CRM MCP in your MCP client (Claude Desktop, Cursor, Windsurf, and others).

Repository: https://github.com/qorenext-it/qorenextMCP

Follow the installation instructions in the repository README, then restart your MCP client.

Company hierarchy analysis and address verification — via MCP

QorenextMCP is aModel Context Protocolserver that enables Claude and other AI clients to perform company hierarchy analysis and address verification directly in chat.

Sign up athttps://qorenext-app.azurewebsites.net/signupto get yourQORENEXT_API_KEY.

claude mcp add --transport http qorenext-mcp \ "https://mcp.qorenext.com/mcp/" \ --header "X-API-Key: YOUR_API_KEY"

Edit%APPDATA%\Claude\claude_desktop_config.json(Windows) or~/Library/Application Support/Claude/claude_desktop_config.json(Mac):

{ "mcpServers": { "qorenext-mcp": { "url": "https://mcp.qorenext.com/mcp/", "headers": { "X-API-Key": "YOUR_API_KEY", "Content-Type": "application/json", "Accept": "application/json" } } } }

Add to.cursor/mcp.jsonor.windsurf/mcp.json:

{ "mcpServers": { "qorenext-mcp": { "url": "https://mcp.qorenext.com/mcp/", "headers": { "X-API-Key": "YOUR_API_KEY" } } } }

Verify the server is running. No API key required.

Submit companies for address verification and legitimacy validation.

Required per entity:companyName,country,address

verify Acme Corp at 123 Main Street, New York, USA validate Apple Inc at 1 Apple Park Way, Cupertino, USA check Samsung at Samsung Tower, Seoul, South Korea

Submit companies for organizational hierarchy analysis to identify parent-subsidiary relationships.

Required per entity:companyName,country

create hierarchy for Acme Corp from USA analyze organizational structure for Apple Inc from USA map corporate relationships for Samsung from South Korea

Submit duplicate account records from files (JSON, CSV, or Excel) for deduplication detection.

- json- JSON array format
- csv- Comma-separated values with headers
- excelorxlsx- Microsoft Excel workbooks

Required Fields (per record in CSV and Excel files):

- crmAccountId- Account identifier
- crmAccountName- Account/Company name
- addressLine1- Street address
- country- Country name

- addressLine2- Suite, apt, unit, etc.
- city- City name
- stateProvince- State or Province
- postalCode- ZIP/Postal code
- website- Website URL

[ { "crmAccountId": "CRM-00001", "crmAccountName": "Acme Technologies", "addressLine1": "123 Main Street", "addressLine2": "Suite 100", "city": "New York", "stateProvince": "NY", "country": "United States", "postalCode": "10001", "website": "www.acmetech.com" }, { "crmAccountId": "CRM-00002", "crmAccountName": "Blue Ridge Software", "addressLine1": "456 Oak Avenue", "country": "United States" } ]
crmAccountId,crmAccountName,addressLine1,city,stateProvince,country,postalCode,website CRM-00001,Acme Technologies,123 Main Street,New York,NY,United States,10001,www.acmetech.com CRM-00002,Blue Ridge Software,456 Oak Avenue,Los Angeles,CA,United States,90001,www.blueridgesoftware.com

- First row: Column headers
- Data rows: Account records
- Required columns: crmAccountId, crmAccountName, addressLine1, country
- Optional columns: addressLine2, city, stateProvince, postalCode, website

submit deduplication for CSV file with 50 company records detect duplicates from Excel file of CRM accounts process JSON file to find similar companies

- data: Number of duplicate pairs detected
- message: Description of results
- details: Record count and duplicate pair count

{ "success": true, "status_code": 200, "data": 66, "message": "Successfully detected 66 duplicate pairs from 8 records", "details": { "records_submitted": 8, "duplicate_pairs_found": 66, "file_name": "accounts.csv", "file_type": "csv" } }

Poll a screening request for status and results.

Status values:PENDING·PROCESSING·COMPLETE·FAILED

get status of request 1001 check if screening 5042 is complete
You: Verify Apple Inc at 1 Apple Park Way, Cupertino, USA. Claude: [calls submit_address_verification] ✅ Submitted. Entity ID: 1042 You: Get status of request 1042 Claude: [calls get_request_status] Status: COMPLETE Address Verified: ✅ Yes Business Status: ACTIVE
You: Create hierarchy for Acme Corp from USA. Claude: [calls submit_hierarchy_creation] ✅ Submitted. Entity ID: 1043 You: Get status of request 1043 Claude: [calls get_request_status] Status: COMPLETE Hierarchy: Acme Corp → Acme Holdings (USA) → GlobalCorp (UK)

- Issues:https://github.com/QoreNext-IT/QoreNextMCP/issues
- Email:
support@qorenext.com
- Docs:
https://qorenext.com

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