SOLU Comercial
SOLU Comercial — MCP
本地 MCP,将每位销售人员的 Claude Code 连接到 SOLU 的 ERP(Base44)。 当销售人员工作时(资格认定潜在客户、撰写提案、签订合同),Claude Code 会直接将所有内容记录到系统中 — 潜在客户、提案和合同。
Claude Code (vendedor) → MCP SOLU Comercial → API Base44 → ERP (Leads / Propostas / Contratos)可用工具(11)
区域 | 工具 | 功能 |
设置 |
| 确认已连接到 ERP |
产品 |
| 列出带真实价格的套餐(用于制作提案) |
潜在客户 |
| 按姓名/电话/区域/状态查找潜在客户 |
潜在客户 |
| 创建新的潜在客户 |
潜在客户 |
| 在管道中移动,记录价值 |
潜在客户 |
| 记录备注/进展(带历史记录) |
提案 |
| 创建提案(产品、价值、文档)并将潜在客户移至“提案” |
提案 |
| 更改状态/项目/文档 |
提案 |
| 列出潜在客户/客户的提案 |
合同 |
| 创建合同;如果“已签署”,则将潜在客户标记为销售/赢单 |
合同 |
| 更改状态/价值/文档 |
安全性: MCP 只读取、创建和更新 潜在客户、提案、合同和产品。不删除任何内容,也不触碰系统的其他部分。这是一个设计上安全的路径。
Related MCP server: Pipedrive MCP
安装(每台 Mac 一次)
前提条件: Node.js 18+(node -v)。如果没有:https://nodejs.org
选项 A — 通过 npx(推荐,无需下载文件夹)⭐
只需一个命令。npx 会自动从 GitHub 下载 MCP 并保持更新。向 Daniel 索取商业密钥,并替换 SUA_CHAVE:
claude mcp add solu-comercial --scope user --env BASE44_API_KEY=SUA_CHAVE -- npx -y https://codeload.github.com/danieldmelo-hub/solu-comercial-mcp/tar.gz/refs/heads/main
--scope user使 MCP 在您的 所有 Claude Code 项目中可用。当 Daniel 更新代码(git push)时,您的下一个会话就会获取新版本。
选项 B — 下载文件夹(离线 / 无 GitHub)
将
solu-comercial-mcp文件夹 复制到您的 Mac(例如:~/solu-comercial-mcp)。安装依赖项:
cd ~/solu-comercial-mcp npm install连接到 Claude Code:
claude mcp add solu-comercial --scope user \ --env BASE44_API_KEY=SUA_CHAVE \ -- node ~/solu-comercial-mcp/index.js
测试(任一选项)
打开 Claude Code 并请求 “测试 SOLU Comercial 的连接”。应返回 ok: true。
替代方案:通过文件配置
除了步骤 3,也可以编辑 ~/.claude.json(或项目的 .mcp.json):
{
"mcpServers": {
"solu-comercial": {
"command": "node",
"args": ["/Users/SEU_USUARIO_MAC/solu-comercial-mcp/index.js"],
"env": {
"BASE44_API_KEY": "SUA_CHAVE",
"BASE44_APP_ID": "690e523c4894b10373254ffc"
}
}
}
}日常使用方式
只需正常与 Claude Code 对话 — 它会决定何时调用工具。示例:
“创建潜在客户:João Silva,(61) 99999-0000,Lago Sul,来自 Instagram,对自动化感兴趣。”
“为 Sudoeste 的 Marina 制作一份环境音响提案:6 个区域 + 低音炮。提取产品价格,应用 5% 折扣并保存到系统。”
“将 Gustavo 的潜在客户更新为‘提案已发送’,并记录价值 R$ 45.000。”
“为 Marina 已批准的提案生成合同,50% 首付 + 50% 交付时支付,并标记为已签署。”
提示:让 Claude Code 自动记录所有内容
在销售人员使用的项目中,放置一个 CLAUDE.md,内容类似这样:
Você é o assistente comercial da SOLU. Use o MCP "solu-comercial" para refletir
TUDO no ERP: ao criar/qualificar um lead, gerar proposta ou fechar contrato,
grave no sistema (criar_lead, criar_proposta, criar_contrato, atualizar_*).
Sempre puxe preços reais com listar_produtos. Ao gerar o texto da proposta/contrato,
salve o markdown no campo document_content. Assine as ações com o nome do vendedor.支持 / 维护
需要更多字段或新工具?只需编辑
lib.js(逻辑)和index.js(工具)。API 密钥应为 商业专用(不是管理员密钥)。请向 Daniel 索取。
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