ai-crm-engine
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@ai-crm-engineWhat 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 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://127.0.0.1:8100Related MCP server: leadforge
MCP 工具清单(15 个)
客户管理 customer.*
工具 | 说明 |
| 创建客户(含名称重复检测) |
| 按 ID 获取客户 |
| 多条件模糊搜索(名称/行业/地区/负责人) |
| 分页列表 |
商机管理 opportunity.*
工具 | 说明 |
| 创建商机(关联客户) |
| 获取商机(含关联客户信息) |
| 多条件搜索(阶段/负责人/金额区间) |
| 更新字段(不含 stage) |
| 分页列表 |
| 阶段转换 + 审计日志 |
沟通纪要 note.*
工具 | 说明 |
| 创建沟通纪要 |
| 获取单条纪要 |
| 按商机查纪要(时间倒序) |
跟进提醒 followup.*
工具 | 说明 |
| 创建跟进提醒 |
| 查询到期和即将到期提醒 |
管道健康 stats.*
工具 | 说明 |
| 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 installed
Maintenance
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