# Xiaoshouyi / Neocrm MCP for AI Agents AI Agent Connect

> Xiaoshouyi / Neocrm MCP lets your AI agent handle the heavy lifting of your sales pipeline. It connects your agent to China's leading enterprise CRM, allowing you to manage leads, track accounts, and update opportunities through a natural conversation instead of clicking through a complex web interface.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/undefined/ai-agent-connect
- **Tags:** lead-management, pipeline-tracking, sales-forecasting, account-management, enterprise-crm, opportunity-tracking

## Description

Xiaoshouyi / Neocrm lets you turn your enterprise CRM into a conversational workspace. Instead of hunting through menus to find a specific account or manually typing in new lead details, you can just ask your agent to do it. It handles the heavy lifting of lead management, account tracking, and opportunity control so you can stay focused on the actual sales work. Imagine you're in the middle of a busy day and need to check the status of a high-value deal. Instead of opening a new tab and filtering through hundreds of entries, you can just ask your agent to pull the latest updates. It handles the tedious parts of the sales cycle, like creating new prospects, listing active leads, or auditing team tasks, so your data stays clean without the manual effort. This is especially useful when you're managing a large team and need to keep everyone on the same page. If you're looking for a way to make your data more accessible, you'll find this Connector in the Vinkius catalog. It's built for people who need to move fast, giving you a way to pull sales insights and manage your pipeline through a natural conversation. You get a real-time sales assistant that keeps your team aligned and your data accurate, removing the friction of clicking through complex web interfaces.

## Tools

### create_opportunity
Adds a new deal to your pipeline. This keeps your sales flow organized.

### get_lead
Pulls the specific details of a single lead. It's the fastest way to check a prospect's info.

### list_accounts
Shows all companies in your CRM. Use it to browse your existing customer base.

### list_contacts
Pulls a list of individual contacts. This helps you identify key people at your target companies.

### list_leads
Shows all active leads in the system. It's your go-to for seeing the full sales funnel.

### create_lead
Makes a new lead record. It saves you from manually typing out prospect details.

### list_opportunities
Pulls all current sales opportunities. Use it to monitor your deal progression.

### list_tasks
Pulls a list of all current CRM tasks. It helps you see what needs to be done right now.

### list_users
Shows everyone in your organization. Use this to see who has access to the CRM.

## Prompt Examples

**Prompt:** 
```
List all my active leads from Xiaoshouyi.
```

**Response:** 
```
I've retrieved your active leads. You have 120 leads in total, including 15 new ones from today. 

| Lead Name | Status | Last Contact |
| :--- | :--- | :--- |
| Tech Giant | In Progress | 2 hours ago |
| Global Corp | New | 5 hours ago |
| Innovate Inc | Contacted | Yesterday |

Would you like to see the details of the most recent ones?
```

**Prompt:** 
```
Create a new opportunity for account 'Tech Giant' titled 'Enterprise License Renewal'.
```

**Response:** 
```
Done! I've created the opportunity **Enterprise License Renewal** for the **Tech Giant** account. 

*   **Stage:** Initial Contact
*   **Status:** Active

Would you like to add an expected amount or assign a specific owner to this deal?
```

**Prompt:** 
```
Show me a summary of my CRM activity for this week.
```

**Response:** 
```
I've retrieved your CRM summary for the current week:

*   **Leads Engaged:** 45
*   **New Opportunities:** 8
*   **Tasks Completed:** 12

**Pipeline Health:** Stable

Would you like a breakdown by project or a list of pending tasks?
```

## Capabilities

### Create new sales prospects
Generate lead records instantly without manual form filling.

### Track company accounts
Pull up details on companies and contacts to see your customer base.

### Manage sales pipelines
View and create opportunities to monitor your deal flow.

### Audit team tasks
List and manage CRM activities to keep your sales team on track.

### Summarize sales activity
Get high-level overviews of team performance and CRM updates.

## Use Cases

### Checking weekly team progress
A sales manager needs to know if the team is hitting their marks. They ask the agent to summarize CRM activity for the week.

### Adding a high-value deal
An executive wants to add a new deal for a big client. They tell the agent to use create_opportunity for the 'Tech Giant' account.

### Logging a new prospect on the fly
An AE is meeting a new lead and needs to log them. They tell the agent to use create_lead to get the prospect into the system immediately.

### Analyzing the sales funnel
A business analyst needs a list of all current prospects. They ask the agent to use list_leads to get a full count of the active funnel.

## Benefits

- Stop manual data entry by using create_lead to add new prospects instantly.
- Get a bird's eye view of your pipeline with list_opportunities to see where deals stand.
- Save time on research by using get_lead to pull specific prospect details in seconds.
- Keep your team accountable by using list_tasks to monitor activity and deadlines.
- Simplify reporting with high-level summaries of CRM activity and team performance.

## How It Works

The bottom line is you get a conversational interface for your entire enterprise CRM.

1. Subscribe to the Connector and grab your Client ID and Secret from your Xiaoshouyi account.
2. Plug those credentials into your AI client's configuration.
3. Ask your agent to pull leads or update opportunities in plain English.

## Frequently Asked Questions

**Can Xiaoshouyi / Neocrm help my team manage leads?**
Yes, it lets your AI agent list leads and create new prospects automatically. This keeps your sales funnel updated without manual data entry.

**Does the Xiaoshouyi / Neocrm MCP work with Cursor?**
It works with any MCP-compatible client, including Cursor, Claude, and Windsurf. You just need your client credentials to get started.

**How do I update my sales opportunities?**
You can tell your agent to create or list opportunities to keep your pipeline current. It handles the data update directly in the CRM.

**Can I see my team's tasks with Xiaoshouyi / Neocrm?**
Yes, the agent can pull a list of all CRM tasks to keep everyone aligned. This helps you audit team productivity in real time.

**Is Xiaoshouyi / Neocrm good for business analysts?**
It's great for pulling high-level summaries and lead data for market analysis. You can get a snapshot of your sales activity in seconds.

**How do I connect my Xiaoshouyi account?**
You just need your Client ID and Secret to link it to your AI client. Once connected, your agent can access your CRM data immediately.

**How do I find my Xiaoshouyi Client ID and Secret?**
Log in to the Xiaoshouyi administration console, go to [PaaS Platform] → [App Management], and create a new application to generate your Client ID and Client Secret.

**Can I filter leads by specific criteria?**
Yes. When using the `list_leads` tool, you can provide an optional `filter` parameter to narrow down the results based on status, source, or other CRM fields.

**Is it possible to create tasks for my team?**
Yes, while the current tools focus on listing tasks, you can use the AI agent to coordinate assignments and update existing task statuses through the CRM's unified interface.