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namakan-mcp-crm

by cfollette18

namakan-mcp-crm

一个面向所有 CRM 的 MCP 服务器。智能体调用 crm_find_contact / crm_list_deals — 它们永远不会知道后端运行的是 HubSpot、Salesforce、Dynamics、Pipedrive 还是 Zoho。

自带 mock CRM,让你在拿到 API 密钥之前就能跑起来。在设置环境变量之前,写入功能默认关闭。

60 秒内运行

pip install git+https://github.com/cfollette18/namakan-mcp-crm.git
namakan-mcp-crm demo
namakan-mcp-crm tools
namakan-mcp-crm call crm_find_contact query=alex

demo 会打印三份 JSON 输出:一次联系人查询、一份交易列表,以及一次失败的写入(默认为只读)。最后一项是有意为之。

Related MCP server: Company Records

集成方式

flowchart LR
  Agent[Hermes / Cursor / Claude Desktop] -->|MCP stdio| Server[namakan-mcp-crm]
  Server --> Tools[crm_find_contact etc.]
  Tools --> Mock[mock backend]
  Tools --> Rest[generic REST]
  Tools --> Vendor[HubSpot / Salesforce / ... adapter]

通过 NAMAKAN_CRM_BACKEND 切换后端。工具名称不会改变。

接入 Cursor

创建或编辑 .cursor/mcp.json(项目级)或 ~/.cursor/mcp.json

{
  "mcpServers": {
    "namakan-crm": {
      "command": "namakan-mcp-crm",
      "args": ["serve"],
      "env": {
        "NAMAKAN_CRM_BACKEND": "mock"
      }
    }
  }
}

Claude Desktop(claude_desktop_config.json)和 Hermes MCP 配置使用相同的 command / env 结构。不传参数的宿主同样可用:namakan-mcp-crm 不带子命令时即相当于 serve

命令行

命令

说明

namakan-mcp-crm / serve

MCP stdio(Content-Length 分帧)

namakan-mcp-crm tools

列出统一的工具

namakan-mcp-crm call TOOL key=value

无需 MCP 宿主即可调用单个工具

namakan-mcp-crm demo

模拟查询 + 写入被禁用的报错

工具

工具

读/写

参数

crm_find_contact

query

crm_find_account

query

crm_list_deals

account_id?

crm_get_deal

deal_id

crm_create_deal

name, account_id?, amount?, stage?

crm_log_activity

note, contact_id?, deal_id?

后端

NAMAKAN_CRM_BACKEND

你将获得

mock(默认)

内置的合成联系人与交易。可选用 NAMAKAN_CRM_STORE=/tmp/crm.json 持久化写入

rest

NAMAKAN_CRM_BASE_URL + 可选 NAMAKAN_CRM_TOKEN。期望 GET /contacts?query= 返回 JSON

hubspot salesforce dynamics pipedrive zoho

客户端租户存在凭据之前仅为桩实现。不要把 token 放进本仓库

写入

NAMAKAN_MCP_ALLOW_WRITES=1 NAMAKAN_MCP_DRY_RUN=1 namakan-mcp-crm call crm_create_deal name=Test

Dry-run 会返回 { "dry_run": true, "would_call": ... },并且不会触碰存储。生产环境的写入需要该环境变量以及人工审批路径(Namakan:ciso)。

Python

from namakan_mcp_crm import handle
from namakan_mcp_crm.backends import MockCrm

print(handle("crm_find_contact", {"query": "alex"}, backend=MockCrm()))

许可证

MIT。版权所有 (c) 2026 Namakan AI Engineering。

A
license - permissive license
Not graded
quality - not tested
C
maintenance

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