The CData MCP Server for Act! CRM defines each connection to Act! CRM as a named configuration that Claude can use when sending natural language queries.

You create and manage these configurations using the MCP Configuration Tool. The tool automatically handles formatting, storage, and registration with Claude Desktop.

Understanding Connection Configurations

Each connection configuration is stored in a .mcp file. This file includes the details needed to initialize the connector when Claude starts a session.

• On Windows, configuration files are stored in "~/AppData/Roaming/CData/Act! CRM Data Provider/".
• On macOS, configuration files are stored in "~/Library/Application Support/CData/Act! CRM Data Provider/".

The .mcp file is a text file that contains a list of connection properties and a timestamp. For example:

#Tue May 20 15:48:40 EDT 2025
AuthScheme=Basic
User=myUser
Password=myPassword
Security Token=myToken

The configuration tool handles these settings automatically. Each saved configuration enables Claude to launch a dedicated MCP Server instance with the correct connector and options. Manual file editing is not required.

Connecting to Act! CRM

You can connect to either Act! CRM or Act! Premium Cloud. Set the following to connect:

• User: The username used to authenticate to the Act! database.
• Password: The password used to authenticate to the Act! database.
• URL: The URL where the Act! CRM account is hosted. For example: http://serverName/.
• ActDatabase: The name of the Act! database you want to connect to. This is found by going to the About Act! Premium menu of your account, found at the top right of the page, in the ? menu. Use the Database Name in the window that appears.
• ActCloudRegion (Act! Premium Cloud only): The Region of the Act! Premium Cloud account.

Caching Metadata

Note that retrieving ActCRM metadata can be expensive. It is advised that you set the CacheMetadata property to store the metadata locally.