How to Use the Xiaoshouyi / Neocrm MCP in Claude

Q: How do I query leads with Xiaoshouyi / Neocrm using Claude Desktop?

Use the listleads tool. It connects your local environment directly to the CRM database, so you get current data without needing a separate API key setup for testing.

Q: Can I check user permissions with Xiaoshouyi / Neocrm in Claude Desktop?

Yes, call listusers. This tool lets you programmatically pull the organization's list of users. It’s handy for building internal resource management scripts.

Q: What if I need to create a new contact record with Xiaoshouyi / Neocrm?

You can use createlead or related tools to build and submit new records. The MCP Server handles the communication, letting your code assume the data submission worked correctly.

Manage your entire sales cycle using Xiaoshouyi / Neocrm right in Claude Desktop.

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Connect Xiaoshouyi / Neocrm MCP to Claude Desktop

Create your Vinkius account to connect Xiaoshouyi / Neocrm to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Xiaoshouyi / Neocrm with Claude Desktop

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Perplexity

Build features around live CRM data.

Need to write a script that references current accounts? The `list_accounts` tool pulls real data from Xiaoshouyi / Neocrm. You don't have to leave your local machine to get context. It works just like using any other subprocess, letting you pass live contact lists or open opportunities directly into your code execution.

Get and manage specific lead details.

The `get_lead` tool fetches detailed information about a single prospect. This is perfect for developing client-facing reports or data validation scripts. You can pass the ID of a lead you're working on, guaranteeing your local code uses the most current record from the Xiaoshouyi / Neocrm system.

List all active sales opportunities.

Write functions that audit the pipeline using `list_opportunities`. This tool gives you a view of every open chance for revenue. It’s crucial when building internal reporting tools, ensuring your local code always references accurate and up-to-date data from Xiaoshouyi / Neocrm.

Setup guide

Set up Xiaoshouyi / Neocrm MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Xiaoshouyi / Neocrm MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Xiaoshouyi / Neocrm MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under xiaoshouyi-neocrm-mcp.

json

{
  "mcpServers": {
    "xiaoshouyi-neocrm-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Xiaoshouyi / Neocrm. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about Xiaoshouyi / Neocrm MCP in Claude Desktop

Use the `list_leads` tool. It connects your local environment directly to the CRM database, so you get current data without needing a separate API key setup for testing.

Yes, call `list_users`. This tool lets you programmatically pull the organization's list of users. It’s handy for building internal resource management scripts.

You can use `create_lead` or related tools to build and submit new records. The MCP Server handles the communication, letting your code assume the data submission worked correctly.

The Desktop app runs the tools as subprocesses using stdio transport. This means when you call a function, it executes locally on your machine, giving you full control and access.

The server primarily touches structured organizational data like leads, contacts, accounts, and opportunities. This includes names, associated IDs, status fields, and task descriptions.

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