Xiaoshouyi / Neocrm MCP Connector for Claude

Empower your AI agent to orchestrate your sales cycle with Xiaoshouyi (Neocrm), the premier enterprise CRM platform in China. By connecting Xiaoshouyi to your agent, you transform complex pipeline management and customer tracking into a natural conversation. Your agent can instantly list your leads, retrieve account details, manage sales opportunities, and even audit team tasks without you needing to navigate the comprehensive web interface. Whether you are managing a large-scale sales team or a specific high-value deal, your agent acts as a real-time sales assistant, keeping your CRM data accurate and your pipeline moving.

What you can do

• Lead Management — List all active leads, get detailed information, and create new prospects instantly.
• Account & Contact Tracking — Browse companies and individual contacts to maintain a clear picture of your customer base.
• Opportunity Control — Monitor sales pipelines and create new opportunities to track your deal flow effectively.
• Task Operations — Manage CRM tasks and activities to keep your sales team productive and aligned.
• Sales Insights — Retrieve high-level summaries of CRM activity and team performance.

How it works

1. Subscribe to this server
2. Enter your Xiaoshouyi Client ID and Client Secret
3. Start managing your CRM through Claude, Cursor, or any MCP-compatible client

Who is this for?

• Sales Managers — track team performance, audit pipelines, and monitor deal progress through natural language.
• Account Executives — manage leads and update account details directly from your AI-powered workspace.
• Business Analysts — retrieve CRM data for market analysis and sales forecasting through a unified AI interface.
• Enterprise Leaders — get real-time insights into organization-wide sales activity and customer engagement.