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Documentation Index

Fetch the complete documentation index at: https://docs.getsmartalex.com/llms.txt

Use this file to discover all available pages before exploring further.

npm Package Setup

The @smartalex/mcp-server npm package lets you run SmartAlex’s MCP server locally on your machine. It communicates with your AI client over stdio and authenticates to SmartAlex’s API using your API key.
Prefer zero setup? Use the cloud connection instead , no installation, automatic updates, and OAuth authentication.

Install

No global install needed. Your AI client runs the package via npx:
npx @smartalex/mcp-server
Requirements: Package details:
FieldValue
Package@smartalex/mcp-server
Version0.5.0
Size~20 kB (plus dependencies)
Transportstdio
LicenseMIT
Registrynpmjs.com/package/@smartalex/mcp-server

Get Your API Key

  1. Log in to your SmartAlex Dashboard
  2. Open the Developer Portal from the side navigation
  3. Generate a new API key
  4. Choose your environment:
    • sa_live_ — production data
    • sa_test_ — staging/test data
  5. Copy the key immediately — it won’t be shown again
Keep your API key secret. Never commit it to version control or share it publicly. Use environment variables instead.

Client Setup

Claude Desktop

Add SmartAlex to your Claude Desktop configuration file.
Edit ~/Library/Application Support/Claude/claude_desktop_config.json:
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}
After saving: Fully quit Claude Desktop and reopen it. The SmartAlex tools will appear in the tool menu (hammer icon).

Claude Code

claude mcp add smartalex -- npx @smartalex/mcp-server
Set your API key as an environment variable:
# macOS/Linux , add to ~/.zshrc or ~/.bashrc
export SMARTALEX_API_KEY=sa_live_your_key_here

# Windows PowerShell
$env:SMARTALEX_API_KEY = "sa_live_your_key_here"
Verify the connection:
claude /mcp
You should see smartalex listed with 28 tools.

Cursor

Add to .cursor/mcp.json in your project root (project-level) or ~/.cursor/mcp.json (global):
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}
After saving: Restart Cursor or use the command palette: Developer: Reload Window.

VS Code (GitHub Copilot)

Add to .vscode/mcp.json in your project:
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}

Windsurf

Add to your Windsurf MCP configuration:
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}

Gemini CLI

Add to your Gemini CLI settings file at ~/.gemini/settings.json:
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}
After saving, restart Gemini CLI or run /mcp to connect.

Configuration

Environment Variables

VariableRequiredDescription
SMARTALEX_API_KEYYesYour API key from the dashboard
The API key is the only configuration needed. The server automatically connects to SmartAlex’s production API gateway.

Version Pinning

To lock to a specific version (recommended for production automations):
{
  "mcpServers": {
    "smartalex": {
      "command": "npx",
      "args": ["@smartalex/mcp-server@0.5.0"],
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}

Updating

To update to the latest version:
# Clear the npx cache and pull the latest
npx @smartalex/mcp-server@latest
Or install globally for faster startup:
npm install -g @smartalex/mcp-server@latest
Then use @smartalex/mcp-server (without npx) as the command in your config:
{
  "mcpServers": {
    "smartalex": {
      "command": "@smartalex/mcp-server",
      "env": {
        "SMARTALEX_API_KEY": "sa_live_your_key_here"
      }
    }
  }
}

What’s Included

The npm package provides the same 28 tools, 7 resources, and 5 prompts as the cloud endpoint:
CategoryCountExamples
Tools28smartalex_list_contacts, smartalex_create_agent, smartalex_update_agent, smartalex_get_call
Resources7smartalex://agents, smartalex://deals/pipeline, smartalex://workflows
Prompts5campaign-strategy, lead-qualification, pipeline-review
See the Tools Reference for the complete list with parameters and examples.

Architecture

┌──────────────┐      stdio       ┌──────────────────────┐     HTTPS      ┌─────────────────┐
│  AI Client   │ ◄──────────────► │  @smartalex/mcp-server │ ────────────► │  SmartAlex API  │
│  (Claude,    │                  │  (runs locally)        │  Bearer token  │  Gateway        │
│   Cursor,    │                  │                        │                │                 │
│   VS Code)   │                  └──────────────────────┘                └─────────────────┘
└──────────────┘
  1. Your AI client spawns the MCP server as a local process
  2. Communication happens over stdio (stdin/stdout)
  3. The server authenticates to SmartAlex’s API using your API key
  4. All data stays within your SmartAlex workspace — workspace isolation is enforced server-side

Troubleshooting

”Authentication failed” or 401 errors

  • Verify your key starts with sa_live_ or sa_test_
  • Check the key hasn’t expired or been revoked in the dashboard
  • Confirm the environment variable is set:
echo $SMARTALEX_API_KEY

Tools not appearing

  • Restart your AI client completely after config changes
  • Claude Desktop: Fully quit (not just close window) and reopen
  • Cursor: Command palette > Developer: Reload Window
  • Claude Code: Run /mcp to check server status

First run is slow

The first npx @smartalex/mcp-server downloads the package (~20 kB + dependencies). Subsequent runs use the npx cache and start in under 2 seconds.

Windows: “npx is not recognized”

Ensure Node.js is installed and in your PATH:
node --version   # Should print v18.x or later
npx --version    # Should print a version number
If not installed, download from nodejs.org.

Windows: spawn errors

Windows requires the cmd /c wrapper. See the Windows tab in the setup section above.

npm Package vs Cloud

Featurenpm Package (local)Cloud Endpoint
InstallationRequires Node.js 18+None
AuthAPI key (env var)OAuth (browser) or API key
TransportstdioHTTP Streamable
UpdatesManual (@latest)Automatic
OfflineNo (needs SmartAlex API)No
Best forClaude Desktop, Cursor, VS CodeClaude Code, ChatGPT
Version controlPin to specific versionAlways latest
When to use local: Your organization requires local tool execution, you want to pin a specific version, or your AI client only supports stdio transport. When to use cloud: You want zero setup, automatic updates, or OAuth-based authentication. Set up cloud connection →

Next Steps