How do I use ai-crm-engine?

1. Click on "Deploy Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@ai-crm-engine What follow-ups are due today?" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

ai-crm-engine

by digoo2008

Overview Schema Source Related Servers Discussions Admin

Python

Local

AI 商机引擎 (MCP CRM)

专为 AI Agent 设计的 MCP 原生 CRM 后端 — 零 UI、Agent 优先、轻量可嵌入。

快速开始

# 安装
python3 -m venv .venv
.venv/bin/pip install -r requirements.txt

# 启动
.venv/bin/python src/server.py
# → 🚀 AI商机引擎 MCP Server 启动: http://127.0.0.1:8100

Related MCP server: Follow Up Boss MCP Server

MCP 工具清单（15 个）

客户管理 `customer.*`

工具	说明
`customer_create`	创建客户（含名称重复检测）
`customer_get`	按 ID 获取客户
`customer_search`	多条件模糊搜索（名称/行业/地区/负责人）
`customer_list`	分页列表

商机管理 `opportunity.*`

工具	说明
`opportunity_create`	创建商机（关联客户）
`opportunity_get`	获取商机（含关联客户信息）
`opportunity_search`	多条件搜索（阶段/负责人/金额区间）
`opportunity_update`	更新字段（不含 stage）
`opportunity_list`	分页列表
`opportunity_stage_transition`	阶段转换 + 审计日志

沟通纪要 `note.*`

工具	说明
`note_create`	创建沟通纪要
`note_get`	获取单条纪要
`note_list_by_opportunity`	按商机查纪要（时间倒序）

跟进提醒 `followup.*`

工具	说明
`followup_create`	创建跟进提醒
`followup_list_due`	查询到期和即将到期提醒

管道健康 `stats.*`

工具	说明
`stats_pipeline_health`	阶段超时检测

技术栈

Python 3.10+
FastMCP 3.4+
SQLite (WAL 模式)
MCP 协议 HTTP JSON-RPC

验收状态

全部 22 项 AC 通过 ✅

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivitySlowing

ResponsivenessNo issues

Resources

GitHub Repository

Need Help?

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AI 商机引擎 (MCP CRM)

快速开始

MCP 工具清单（15 个）

客户管理 customer.*

商机管理 opportunity.*

沟通纪要 note.*

跟进提醒 followup.*

管道健康 stats.*

技术栈