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MCP server CX Codex

DataGate MCP — Claude Code MCP server: features and setup

Connects an MCP agent to DataGate customers, agreements, invoices, and related billing records. Useful for lookups through a local data copy.

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What DataGate MCP does

DataGate MCP lets an agent inspect DataGate records for customers, customer users, agreements, service items, invoices, products, and related account data. The command-line tools support lists, individual lookups, filtered output, synchronization, and local search.

The installer places the datagate-cli and datagate-mcp binaries in a user directory. Set DATAGATE_API_KEY and DATAGATE_CLIENT_ID, then run datagate-cli doctor to check the credentials and API connection. The connector exposes a read-only surface, so it does not create, update, or delete records.

Use the default stdio transport. HTTP mode must stay off because this build does not enforce request-size and execution-time limits for that transport.

What it helps with

  • list DataGate customers
  • locate an invoice by number or customer name
  • inspect agreements and service status
  • sync billing records to local storage
  • search repeated billing data locally

Example prompts for the agent

  • List DataGate customers as JSON with datagate-cli customers list --json.
  • Fetch invoices for 2026-08-01T00:00:00Z through 2026-08-31T23:59:59Z using datagate-cli invoices --period-start 2026-08-01T00:00:00Z --period-end 2026-08-31T23:59:59Z --json.
  • Run datagate-cli sync, then search for a customer or invoice with datagate-cli search "<customer name or invoice number>".

How to install DataGate MCP

Install

The MCP registry has no launch command for it: see the repository README

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more

Questions about DataGate MCP

How do I install DataGate MCP in Claude Code?

On macOS or Linux, run bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/datagate/install.sh). Set DATAGATE_API_KEY and DATAGATE_CLIENT_ID, then run datagate-cli doctor.

What does DataGate MCP do?

It gives an MCP agent read access to DataGate customers, agreements, invoices, services, and related records. datagate-cli also handles synchronization and search.

What does DataGate MCP require?

You need a DataGate API key and a client ID in GUID form. Keep the server on stdio; HTTP mode lacks the request and time controls required by this build.

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