CAS genesisWorld

Getting access

1. The REST API ships with the genesisWorld Web component. Ask your CAS partner or administrator to confirm it is installed and that the /api route is published — it is not on by default in every deployment.
2. Create a genesisWorld user for the integration and give it exactly the record rights the agent should have. genesisWorld enforces record-level rights, so a restricted user simply sees fewer rows rather than getting an error.
3. Set CAS_URL to the genesisWorld Web base URL (no trailing slash), plus CAS_USERNAME and CAS_PASSWORD.

Record types are the vocabulary. genesisWorld calls its entities Datensatztypen: Address (companies and people), Contact (logged interactions — calls, letters), Opportunity (Verkaufschance), Appointment, Task and Document. The type parameter on the search tool takes these names.

GUIDs, not integers. Every record is identified by a GUID like {A1B2C3D4-…}, braces included. Pass it back exactly as it was returned.

Searching takes a query expression over the record type's fields. Start with a simple CompanyName like 'Muster%' before reaching for compound conditions; the expression grammar differs subtly between genesisWorld versions.

Unverified. The paths and field names below follow the vendor's published documentation and have not been exercised against a live tenant — CAS Software AG does not offer a public sandbox. Treat a 404 as a docs-versus-reality gap and check the developer portal before concluding that the credential is wrong. If you run this against a real system, a correction to the adapter JSON is genuinely welcome.

Self-hosted, which is the thing to plan for.

• On AnythingMCP Cloud the instance must be reachable from the public internet on a real hostname with a valid TLS certificate. A self-signed certificate will fail: the connector offers no trust-anything switch.
• On an internal host (crm.intern, 10.0.0.x), self-host AnythingMCP on the same network and add that host to SSRF_ALLOWED_HOSTS, or the outbound guard refuses the call before it is made.

Read-only by design: this adapter exposes no write. genesisWorld's record rights and workflow triggers make a blind create genuinely risky, and a CRM record created by mistake is visible to the whole sales team.