"Guide to Managing a CRM System" matching MCP servers:

面向 Codex、WorkBuddy 等 AI 工具的知你AI助手合并版 Skills，涵盖当前会话分诊、客户查询与画像、历史会话检索、客户分群和 API Key 用量查询，并连接个微、企微、视频号、微信小程序、公众号、服务号、微信客服、微信小店、抖音号、小红书、微博、网站及H5客服等渠道。

Enables AI agents to safely operate HubSpot CRM contacts, deals, and pipelines via MCP, with caching, idempotency, audit trails, and robust error handling.

MCP server that connects AI assistants to Perfex CRM via public web forms, enabling lead creation, ticket creation, quote requests, and health checks without API keys.

An MCP server that enables LLMs to interact with Moxie CRM. Provides comprehensive tools for managing clients, contacts, projects, invoices, time tracking, and more.

A comprehensive MCP server for managing Zendesk Support, Talk, Chat, and Guide products, providing tools for tickets, users, organizations, search, and more.

Connects your LCApps CRM with AI assistants like Claude, enabling querying and creation of CRM data such as clients, invoices, and expenses. Optionally allows saving PDF documents locally when used as a package.

连接个微、企微、视频号、微信小程序、公众号、服务号、微信客服、微信小店、抖音号、小红书、微博、网站及H5客服等渠道的客户资料、会话与聊天记录，供 Codex、WorkBuddy 等 AI 工具进行查询、分析和业务协作。

A connector that surfaces ~50 tools from 10+ integrated business systems (CRM, finance, support) via MCP, enabling an AI assistant to securely query and operate on correlated office data.

Enables AI assistants to securely triage SuperOffice CRM support cases by retrieving tickets, running database diagnostics, searching knowledge bases, and orchestrating cross-system incident investigations.

An MCP-compatible server providing tools for retrieving order statuses, searching knowledge bases, and managing support tickets. It facilitates automated customer service interactions by exposing internal CRM and database functions through a JSON-RPC interface.

Bridges Claude Code to the Rowan Rose CRM, translating MCP tool calls into REST API requests for contacts, cases, documents, and more.

Enables AI agents to provide e-commerce customer service with product search, RAG-based FAQ answers, human handoff, and automated security auditing with a review workflow.

Fetches category data from a Q&A service API and returns a markdown summary grouped by category.

Enables AI agents to query and interact with Odoo CRM data via MCP, supporting sales pipeline analysis, customer risk assessment, meeting preparation, and executive reporting, with human approval for write actions.

Enables MCP-compatible clients to act as an AI receptionist for a small medical clinic, handling appointment booking and rescheduling, patient registration, intake, reminders, and FAQ answers.

Enables reading Apple App Store customer reviews, publishing developer responses, and deleting them via the App Store Connect API with a narrow Customer Support role.

MCP server for the WhatsApp Business API that enables managing business accounts, phone numbers, message templates, sending template messages, and tracking message status via the Meta Graph API.

Enables small-business AI assistants to answer customer questions about hours, offerings, FAQs, staff, and booking from a single business.yaml config, with industry-specific tools and guardrails.

Enables investigating delayed e-commerce orders by searching orders, retrieving order context, diagnosing delay causes, and recommending resolutions through natural language.

Enables LLM agents to operate WhatsApp through the Evolution API, providing tools to list groups, fetch message history, and send text messages to groups or individual phone numbers.