MCP Server

The Dex MCP Server lets you manage your personal CRM directly from any AI client that supports the Model Context Protocol. Search contacts, log interactions, set reminders, organize your network, and work with your connected calendar and email — all through natural conversation with your AI assistant.

Works with Claude (claude.ai and Claude Desktop), ChatGPT, Claude Code, Cursor, VS Code (Copilot), Gemini CLI, Zed, Codex, Goose, OpenCode, and any other MCP-capable client.

See your Dex in the chat

In Claude (claude.ai and Claude Desktop) and ChatGPT, Dex answers with interactive cards inside the conversation instead of plain text: contact lists, a full contact card, your notes, priority pickers, and a confirmation for every change. Other MCP clients get the same information as text.

The cards work like the Dex app: star a contact, set a keep-in-touch cadence or pick a priority right on the card, and the change is saved to Dex. Open in Dex takes you to the same contact in the web app. See Try these prompts for what to ask.

Connect Claude

Dex is in Claude's connector directory, so there is nothing to paste. The screenshots are from claude.ai; Claude Desktop uses the same menus.

1. In a chat, click +, then Connectors → Add connector → Browse connectors. You can also go to Settings → Customize → Connectors.
   
2. Search for Dex and click + next to the Dex connector (by Dex). Once Dex is connected, it moves under Yours and shows Connected.
   
3. Sign in to Dex in the window that opens. If you use Dex for Teams, choose Personal or one of your workspaces, then click Authorize.
4. Start a chat and ask about your contacts. Dex stays switched on for every chat; to turn it off, click + → Connectors and use the switch next to Dex.
   

Rather add Dex by URL? In step 1, choose Add custom connector instead of Browse connectors. Enter Dex as the name and https://mcp.getdex.com/mcp as the URL, click Continue, and sign in to Dex.

Connect ChatGPT

Dex is a ChatGPT plugin, so there is nothing to configure.

1. Open the Dex plugin, or go to Plugins in ChatGPT and search for Dex.
   
2. Click Install plugin and sign in to Dex. If you use Dex for Teams, choose Personal or one of your workspaces, then click Authorize.
3. In a chat, type @Dex before your request, or click Try in chat on the plugin page.
   

More tips for ChatGPT are in the ChatGPT App guide.

Developer tools

For Claude Code, Cursor, VS Code and other MCP clients. The MCP server URL is https://mcp.getdex.com/mcp and the transport is Streamable HTTP (not SSE).

Automatic install

If you have Node.js installed, this single command auto-detects every supported AI client on your machine and configures it:

npx -y add-mcp "https://mcp.getdex.com/mcp" -y

Restart your client(s) afterwards. You'll be prompted to authenticate via browser on first use.

Manual setup

If your client uses a generic JSON config file, this is the snippet to drop in:

{
  "mcpServers": {
    "dex": {
      "type": "http",
      "url": "https://mcp.getdex.com/mcp"
    }
  }
}

claude mcp add --transport http dex https://mcp.getdex.com/mcp

Add the Dex MCP server: https://mcp.getdex.com/mcp

Available Tools

Once connected, your AI assistant gains access to the following tools for managing your Dex CRM:

Contacts

Notes & Timeline

Reminders

Tags

Groups

Custom Fields

Calendar

Reads span every connected calendar. Writes target a single account: your primary one unless you name another.

Email

Results are message metadata only — sender, participants, subject, snippet, date, and a link to open the message with your provider. Full message bodies are never returned. Without a date range, the search covers roughly the last six months.

Try these prompts

Each example below is a real conversation in Claude with Dex connected. The people in them are demo contacts, so swap in names, companies and groups from your own Dex.

Find someone

Who do I know at Lanternfish Ventures?

Search covers names, companies, job titles and other contact details, so it can also turn up people who are only connected to the company. Switch the list to Starred, or expand it to full screen.

Prepare for a meeting

I'm meeting Priya Raman tomorrow. Pull up her contact and recent notes so I'm ready.

Claude opens the contact card shown at the top of this page, then lists your notes with her and writes a brief from them:

Log a conversation

Log a coffee with Priya today: she's in for the seed if Q4 retention holds, and she wants the cohort chart by Friday.

Every change comes back as a confirmation card that says what changed and links to it in Dex.

Set a follow-up

Claude offered to set a reminder, so the reply in the same chat was:

Yes, remind me on Thursday to send Priya the cohort chart.

Review a group

Show me everyone in my Seed Round Investors group.

Each row shows the contact's keep-in-touch cadence, or a Keep in touch button when there isn't one yet.

Set priorities

What relationship priority is each of these six investors at?

The tiers use the names from your own Dex settings. Pick a tier on any row to change it, or Clear to remove it.

More to ask

For longer, multi-step jobs, the Dex skills library has ready-to-paste prompts for keeping in touch, importing contacts, meeting prep, research, cleanup and outreach. Copy one, fill in the bracketed details, and paste it into your connected assistant.

Authentication

The MCP server supports two authentication methods.

Browser OAuth (Default)

This is the path for clients that implement the MCP OAuth spec — Claude, ChatGPT, Cursor, VS Code, Windsurf and similar. On first connection, your AI client opens a browser window for you to log into your Dex account. The consent screen names the client that's connecting and whether it's requesting read or write access, and you approve or deny it explicitly. Credentials are cached for subsequent sessions.

API Key (Headless / CI)

For environments without a browser, use an API key:

Authorization: Bearer dex_your_key_here

{
  "mcpServers": {
    "dex": {
      "type": "http",
      "url": "https://mcp.getdex.com/mcp",
      "headers": {
        "Authorization": "Bearer dex_your_key_here"
      }
    }
  }
}

Hosts without browser sign-in

Some hosts configure an MCP server with nothing but a URL and a static Authorization header. Grok Build's connector and xAI's remote-MCP tool are the common examples. They never follow the server's authentication challenge, so they never request a sign-in URL — no browser window appears, and the connector may report authentication_required with no link to click. That is a limit of the host, not your Dex account, and re-adding the connector will not change it.

Grok Bot sets up the connection itself. Ask it:

Add the Dex MCP server: https://mcp.getdex.com/mcp

Then follow its prompts to sign in to Dex.

The connector may keep showing as "unauthenticated" even when the key works, because that badge tracks a sign-in that never happened. The badge alone is cosmetic — but a 401 or 403 on an actual tool call is a real rejection, not a display quirk.

Data Model

The MCP server gives your AI assistant access to the full Dex contact graph:

Contact
├── Basic Info        — name, email, phone, company, job title, birthday
├── Social Profiles   — LinkedIn, Twitter/X, website
├── Description       — rich text notes about the person
├── Tags              — flat labels (e.g. "Investor", "College Friend")
├── Groups            — collections with emoji (e.g. "🏢 Acme Team")
├── Custom Fields     — user-defined (text, dropdown, date)
├── Notes / Timeline  — meetings, calls, coffees, general notes
├── Reminders         — follow-ups with optional recurrence
├── Keep in Touch     — cadence for staying in contact
└── Status            — starred, archived

Calendar events and emails are not stored in Dex. Those tools read live from the Google or Microsoft accounts you've connected under Settings → Sync & Import/Export, so they only work once at least one account is linked.

Response Limits

Responses are capped at 25,000 characters. Use pagination with smaller page sizes for large result sets.

Troubleshooting

claude mcp remove dex
claude mcp add --transport http dex https://mcp.getdex.com/mcp