Use CAS genesisWorld with AI via MCP
CAS genesisWorld gathers addresses, appointments, documents and sales activities in one place – often grown over many years. There is no MCP server for it yet, so the connection to CompanyGPT is built as a custom integration on the platform's existing interfaces.
What is CAS genesisWorld?
CAS genesisWorld is the xRM and CRM solution of CAS Software AG, headquartered in Karlsruhe. It bundles customer and prospect records, contact history, appointments, documents, sales opportunities and service requests, and can be adapted far into industry-specific processes through modules and custom fields. It runs both in a company’s own data centre and as a cloud edition – in many mid-sized German companies it is still operated on-premises.
For AI applications, genesisWorld is compelling because it holds the backstory of a customer relationship: who talked to whom about what, which quotes are open, which complaints occurred. Hardly anyone reads that history in full during daily business. An agent that summarizes it on request saves exactly the preparation time that is regularly missing before customer meetings.
Connection at a Glance
- MCP server
- None available – custom integration
- Interfaces
- REST and SOAP API of the CAS platform
- Authentication
- CAS user accounts or tokens, depending on the installation
- Operating model
- On-premises or cloud
- Alternative route
- Automation platform as an intermediate layer for recurring workflows
- Specifics
- The service user's permissions bound the accessible data
How to Connect CAS genesisWorld to CompanyGPT
There is no MCP server for CAS genesisWorld – neither from the vendor nor from the community. The platform does, however, provide documented REST and SOAP interfaces that are available in both on-premises and cloud operation. On that basis we build the connection to CompanyGPT as a custom MCP integration.
In practice this means: together with your CAS partner or your IT we clarify which record types the planned use cases require – typically addresses, contacts, sales opportunities and activities – set up a CAS user with an appropriate permission scope, and expose the queries as MCP tools. Access runs through CAS user accounts or tokens; the exact form depends on your installation. In CompanyGPT, roles and groups then decide who may use the integration.
If genesisWorld runs in your own data centre, the network connection to your CompanyGPT environment in your own Azure tenant is added to the scope – planned together with your IT. Where an automation platform such as n8n is already in use, which innFactory operates as a separate service on request, it can serve as an additional route for recurring workflows.
Note for on-premises operation: CompanyGPT runs in your own Azure tenant – so your on-premises network can be connected directly: via a site-to-site VPN (Azure VPN Gateway) or ExpressRoute between your corporate network and the virtual network of your CompanyGPT environment. The system does not need to be publicly reachable; we set up the connection together with your IT team.
Typical Use Cases
How AI agents in CompanyGPT work with CAS genesisWorld
Preparing a customer meeting
Ahead of the conversation, the agent summarizes recent contacts, open activities and quotes for a customer – no leafing through the record required.
Sales overview on demand
Sales management has open opportunities grouped by region or stage and gets an assessment for the next pipeline review out of it.
Putting service requests in context
Inside sales checks whether similar requests already exist for a customer and uses the earlier resolution as the basis for the answer.
Frequently Asked Questions
CAS genesisWorld and AI – the most important answers
Is there an MCP server for CAS genesisWorld?
No. Neither CAS Software AG nor the community currently provides one. We build the connection to CompanyGPT individually on the platform's REST and SOAP interfaces.
Which data can be connected?
In principle everything reachable through the interfaces – usually addresses, contacts, appointments, opportunities and activities. We define the scope together and start with the cases that cost the most time in daily work.
Does the AI see more than an individual employee?
Access runs through a defined CAS account with a fixed permission scope. In addition, your administrators control by role and group in CompanyGPT who may invoke the integration at all.
We run genesisWorld in our own data centre – is that a problem?
No, on-premises operation is the rule rather than the exception here. We plan the secured connection between your network and your CompanyGPT environment together with your IT.
What does this mean for data protection?
The data stays between your CRM and your CompanyGPT instance, which runs in your own cloud tenant. No additional provider is involved in the connection.
Related Integrations
CRM, Support & Marketing
CAS genesisWorld and Your AI – GDPR-Compliant with CompanyGPT
CompanyGPT is the enterprise AI assistant in your own cloud tenant: all relevant AI models, your company data and integrations like CAS genesisWorld – centrally managed, with roles and permissions. We set up the connection together with you.
CAS genesisWorld is a trademark of its respective owner (CAS Software AG). Its mention describes compatibility and does not imply any partnership or endorsement. Availability and scope of the connection depend on the respective vendor.