44
55** Model Context Protocol Server for Forterro Proffix Px5 ERP**
66
7+ The universal interface for AI integration with your Proffix Px5 ERP
8+
79Connect AI assistants (Claude, ChatGPT, Gemini) to your Proffix Px5 via standardized MCP protocol.
810
9- ## 🌟 Features
11+ ** JSON-RPC 2.0 Transport • Parameter-based Auth • Prepared Proffix Endpoints**
12+
13+ ## 🌟 What is the Model Context Protocol (MCP)?
14+
15+ Model Context Protocol (MCP) is an open standard by Anthropic for secure AI integration. AI assistants access your systems directly - without manual data copies or screenshots.
16+
17+ ** Without MCP:** "Show me all open invoices" → You must open Proffix, export data, copy it into the AI
18+
19+ ** With MCP:** "Show me all open invoices" → The AI accesses Proffix directly and delivers the answer
20+
21+ - ** Real-time Access:** AI works with current data from your systems
22+ - ** Security:** No data is stored in the AI - only temporary access
23+ - ** Automation:** AI can perform complex tasks across multiple systems
24+ - ** Natural Language:** No SQL or API knowledge required
25+ - ** Standardized:** Works with all MCP-compatible AI assistants
26+
27+ ## 📋 What is pfx MCP?
28+
29+ pfx MCP is the first MCP Server for Forterro Proffix Px5. Connect AI assistants like Claude, ChatGPT and Gemini to your ERP. Access data, create reports and automate workflows - directly via natural language.
1030
1131- ** Proffix Functionality** directly via MCP Tools
1232- ** JSON-RPC 2.0 Transport** for all MCP clients
13- - ** Secure Authentication** (API Key + Proffix Credentials)
14- - ** Zero Installation** - Remote server, no local installation needed
33+ - ** Free API Key** (Beta)
34+ - ** Claude, ChatGPT, Gemini Ready**
35+
36+ ** Officially listed in the MCP Registry:**
37+ - 📦 Package: ` ch.pfx/mcp-server `
38+ - 🔗 Registry: [ registry.modelcontextprotocol.io] ( https://registry.modelcontextprotocol.io )
39+ - 💻 GitHub: [ github.com/pitwch/pfx-mcp-server] ( https://github.com/pitwch/pfx-mcp-server )
40+ - ✅ Status: Active • Version 1.0.0 • Published 2025-11-08
41+
42+ ## 💡 Practical Use Cases
43+
44+ ### 📊 Intelligent Data Queries
45+ ** Example:** "Show me all open invoices"
46+
47+ The AI accesses your Proffix data directly and delivers structured results - without SQL or API knowledge.
48+
49+ ### 🔍 Complex Searches
50+ ** Example:** "Search for articles with 'Laptop' in the name and price under 1000 CHF"
51+
52+ Natural language queries are automatically converted into precise API calls.
53+
54+ ### 📈 Automatic Reports
55+ ** Example:** "Create a report on the top 10 customers by revenue"
56+
57+ The AI aggregates data, creates analyses and formats results professionally.
58+
59+ ### 🔔 Change Tracking
60+ ** Example:** "Which addresses changed this week?"
61+
62+ Time-based queries and change analyses in real-time.
63+
64+ ### 💼 More Use Cases
65+ - ** Inventory Management:** "Show me all articles with stock below 10"
66+ - ** Customer Analysis:** "Analyze the revenue development of customer 1001"
67+ - ** Workflow Automation:** "Create a new address for company XY"
68+ - ** Endpoint Discovery:** "Which API endpoints are available for orders?"
69+ - ** Multi-System Queries:** "Compare Proffix data with our CRM"
1570
1671## 🚀 Quick Start
1772
1873### Option 1: One-Click Installation (Recommended) 🎯
1974
2075** For Claude Desktop Users - Easiest Installation!**
2176
22- 1 . ** Request API Key**
23- Get your free API key: [ https://mcp.pfx.ch/request-api-key.html ] ( https://mcp.pfx.ch/request-api-key.html )
77+ The fastest method - no manual configuration needed!
78+
79+ 1 . ** Get API Key**
80+ Visit [ request-api-key.html] ( https://mcp.pfx.ch/request-api-key.html ) and request your free key (via email)
2481
25822 . ** Download MCPB Bundle**
26- Download: [ pfx-mcp-server.mcpb] ( https://github.com/pitwch/pfx-mcp-server/releases/latest/download/pfx-mcp-server.mcpb )
83+ [ Download pfx-mcp-server.mcpb] ( https://github.com/pitwch/pfx-mcp-server/releases/latest/download/pfx-mcp-server.mcpb )
2784
28853 . ** Install**
29- - Double-click the ` .mcpb ` file
30- - Claude Desktop automatically opens the installation dialog
31- - Enter your Proffix credentials (API Key, Username, Password, URL, Port, Database)
32- - Done! ✅
86+ In Claude Desktop: Settings → Extensions → Advanced Settings (Extension Developer section) → Install Extension… → select the ` .mcpb ` file and follow instructions
87+
88+ 4 . ** Enter Credentials **
89+ API Key + your Proffix Px5 Credentials (Username, Password, URL, Port, Database)
3390
34- 4 . ** Restart Claude Desktop **
35- Ask Claude: * "Show me all addresses from Proffix"*
91+ 5 . ** Done! **
92+ Restart Claude and test : * "Show me all addresses from Zurich from Proffix Px5 "*
3693
3794---
3895
3996### Option 2: Manual Installation (Advanced) ⚙️
4097
4198** For other MCP clients or advanced configuration**
4299
100+ For other MCP clients (Cursor, Windsurf, Gemini CLI, etc.) or if you want to manage the configuration yourself:
101+
431021 . ** Request API Key**
44- Get your free API key: [ https://mcp.pfx.ch/request-api-key.html ] ( https://mcp.pfx.ch/request-api-key.html )
103+ [ request-api-key.html] ( https://mcp.pfx.ch/request-api-key.html )
104+
105+ 2 . ** Download Bridge Script**
106+ Download [ mcp-http-bridge.txt] ( https://mcp.pfx.ch/bridge/mcp-http-bridge.txt ) and rename to ` mcp-http-bridge.js `
45107
46- 2 . ** Download MCP Bridge Script**
47- Download: [ mcp-http-bridge.js] ( https://mcp.pfx.ch/bridge/mcp-http-bridge.txt ) (rename to ` .js ` )
108+ 3 . ** Open Config File**
109+ Depending on client:
110+ - Claude: ` %APPDATA%\Claude\claude_desktop_config.json ` (Windows) or ` ~/Library/Application Support/Claude/claude_desktop_config.json ` (macOS)
111+ - Cursor/Windsurf: See [ AI Client Setup] ( https://mcp.pfx.ch/ai-clients.html )
48112
49- 3 . ** Configure Claude Desktop**
50- ` %APPDATA%\Claude\claude_desktop_config.json ` (Windows) or
51- ` ~/Library/Application Support/Claude/claude_desktop_config.json ` (macOS):
113+ 4 . ** Add Server**
114+ See example config below:
52115
53116``` json
54117{
@@ -69,8 +132,8 @@ Connect AI assistants (Claude, ChatGPT, Gemini) to your Proffix Px5 via standard
69132}
70133```
71134
72- 4 . ** Restart Claude Desktop **
73- Ask Claude : * "Show me all addresses from Proffix"*
135+ 5 . ** Restart Client and Test **
136+ Ask your AI assistant : * "Show me all addresses from Proffix"*
74137
75138## 📚 Documentation
76139
@@ -91,10 +154,24 @@ Complete setup guides for all AI clients:
91154
92155## 🔒 Security
93156
94- - API Key for access control (free during beta)
95- - Proffix credentials as HTTP headers (encrypted transmission)
96- - No data storage on MCP server
97- - Parameter-based auth without sessions
157+ ### Authentication
158+ - ** API Key** for access control (free during beta)
159+ - ** Proffix Credentials** as HTTP headers (encrypted transmission)
160+ - ** No Data Storage** on MCP server
161+ - ** Parameter-based Auth** without sessions
162+ - Credentials are transmitted with each request and not stored
163+
164+ ### Best Practices
165+ - Always use HTTPS for communication
166+ - Never store credentials in client code
167+ - Implement rate limiting on client side
168+ - Monitor API access regularly
169+ - Use strong passwords for Proffix API users
170+
171+ ### Server Security
172+ - Comprehensive .htaccess security rules
173+ - Protection of sensitive files and configurations
174+ - HTTPS encryption recommended
98175
99176## 🌐 Remote Server
100177
@@ -106,22 +183,43 @@ https://mcp.pfx.ch/api/server
106183** Transport:** JSON-RPC 2.0 via HTTP
107184** Status:** [ https://mcp.pfx.ch/api/version ] ( https://mcp.pfx.ch/api/version )
108185
109- ## 📋 Available Tools
186+ ## 🔌 Model Context Protocol API
187+
188+ The pfx MCP Server implements the standardized Model Context Protocol via JSON-RPC 2.0:
189+
190+ ### MCP Methods
191+ - ** initialize** - Handshake between client and server. Exchanges capabilities and protocol version.
192+ - ** tools/list** - Lists all available Proffix operations. Requires authentication.
193+ - ** tools/call** - Executes a Proffix operation. Parameters are passed in ` arguments ` .
110194
195+ ### Available Proffix Tools
111196- ` proffix_search_endpoints ` - Fuzzy search across 120+ endpoints
112197- ` proffix_call_endpoint ` - Direct endpoint call
113198- ` proffix_describe_endpoint ` - Endpoint documentation
114199- All specific Proffix API endpoints (Addresses, Articles, Orders, etc.)
115200
201+ ** Server URL:** ` https://mcp.pfx.ch/api/server `
202+
203+ [ 🔧 Test Examples & Debugging] ( https://mcp.pfx.ch/debug.html )
204+
116205## 💡 Example Queries
117206
207+ ### General Queries
118208```
119209"Show me all open invoices"
120210"Search for articles with 'Laptop' in the name"
121211"Which addresses changed this week?"
122212"Create a report on sales by customer"
123213```
124214
215+ ### Department-Specific Examples
216+ - ** Accounting:** "Show all unpaid invoices older than 30 days"
217+ - ** Sales:** "List all quotes from Q4 2024 with status 'Open'"
218+ - ** Purchasing:** "Which orders are overdue?"
219+ - ** Controlling:** "Create a revenue overview by product groups"
220+ - ** Support:** "Find all service cases for customer XY"
221+ - ** Development:** "Document all available Proffix endpoints"
222+
125223## 🔗 Links
126224
127225- ** Website:** [ https://mcp.pfx.ch ] ( https://mcp.pfx.ch )
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