dashan-crm-mcp
Enables Hermes Agent to interact with the Dashan CRM system, providing tools for managing customers, orders, products, warehouses, and employees.
Click on "Deploy 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., "@dashan-crm-mcpshow me all customers in Shanghai"
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.
大山 CRM MCP 服务与 AI Agent Skill (dashan-crm-mcp)
大山 CRM 的标准 MCP (Model Context Protocol) 插件包,整合了完整的 CRM 工具集中线(客户、订单、产品、仓库、员工等)以及配套的 AI Agent 操作安全规范 SKILL.md。
📦 项目功能
crm-mcp服务:实现标准的 Model Context Protocol (MCP) 接口,支持任何兼容 MCP 协议的 Agent (Hermes, Claude Desktop, Cursor, Windsurf, Codex 等)。SKILL.md规范:针对大山 CRM 的特定安全约束(先查再写、数据遮蔽、高危动作二次确认原因机制)。
Related MCP server: ai-crm-engine
🚀 快速快速部署指南
1. 安装与编译
在任意目标机器上执行:
git clone https://github.com/xuzhu03133-ai/dashan-crm-mcp.git
cd dashan-crm-mcp
pnpm install && pnpm build2. 获取你的 Agent 密钥 (CRM_AGENT_KEY)
登录大山 CRM 系统(生产域名:
https://bolai001.cn)。在个人菜单选择 Agent 密钥 页面,点击生成并复制密钥(格式如
agk_xxxx...)。
🔧 客户端接入配置 (MCP Configuration)
Hermes Agent 配置 (mcp.json)
在 Hermes 的 MCP 配置文件(如 ~/.hermes/mcp.json)中添加以下内容:
{
"mcpServers": {
"dashan-crm": {
"command": "node",
"args": [
"/绝对路径/dashan-crm-mcp/dist/index.js"
],
"env": {
"CRM_BASE_URL": "https://bolai001.cn/api",
"CRM_AGENT_KEY": "YOUR_CRM_AGENT_KEY_HERE"
}
}
}
}Skill 提示词注入
将本仓库中的 SKILL.md 内容包含进 Hermes Agent 的 System Rules 或放置于 Hermes 的 Skills 文件夹中 (~/.hermes/skills/dashan-crm-agent/SKILL.md)。
📄 开源许可
This server cannot be deployed
Maintenance
Related MCP Connectors
Let AI agents query data and act across all your business apps via MCP.
AI agent platform: manage leads, conversations, bots, calendar and CRM via MCP.
Discover and call 10,000+ production APIs from one MCP server. Pay-per-call billing for AI agents.
API-first CRM for LLMs - contacts, companies, deals and activities over a native MCP server.
Related MCP Servers
AlicenseNot gradedqualityAmaintenanceEnables AI agents to securely call MCP tools with risk scoring, checkpoints, rollback, and approval workflows.6 npmMIT- FlicenseNot gradedqualityCmaintenanceAn MCP-native CRM backend for AI agents, enabling customer, opportunity, note, follow-up, and pipeline health management through 15 MCP tools.-
- AlicenseNot gradedqualityCmaintenanceEnables AI agents to interact with multiple CRM systems through a unified set of MCP tools, such as finding contacts, accounts, and deals, while supporting mock, REST, and vendor-specific backends.MIT
- AlicenseNot gradedqualityCmaintenanceEnables AI agents to read and write CRM data—companies, contacts, opportunities, tasks, and interactions—through MCP, with OAuth and provenance tracking for every value.MIT