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.

Xiaoshouyi / Neocrm MCP Server for AutoGen 9 tools — connect in under 2 minutes

Name: Xiaoshouyi / Neocrm
Availability: InStock
Author: Vinkius

microsoft.github.io/autogen/docs/tools/mcp-tools

Built by Vinkius GDPR 9 Tools Framework

Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add Xiaoshouyi / Neocrm as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

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Vinkius supports streamable HTTP and SSE.

python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="xiaoshouyi_neocrm_agent",
            tools=tools,
            system_message=(
                "You help users with Xiaoshouyi / Neocrm. "
                "9 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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About Xiaoshouyi / Neocrm MCP Server

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.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use Xiaoshouyi / Neocrm tools. Connect 9 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

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.

The Xiaoshouyi / Neocrm MCP Server exposes 9 tools through the Vinkius. Connect it to AutoGen in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect Xiaoshouyi / Neocrm to AutoGen via MCP

Follow these steps to integrate the Xiaoshouyi / Neocrm MCP Server with AutoGen.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 9 tools from Xiaoshouyi / Neocrm automatically

Why Use AutoGen with the Xiaoshouyi / Neocrm MCP Server

AutoGen provides unique advantages when paired with Xiaoshouyi / Neocrm through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use Xiaoshouyi / Neocrm tools to solve complex tasks

Role-based architecture lets you assign Xiaoshouyi / Neocrm tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive Xiaoshouyi / Neocrm tool calls

Code execution sandbox: AutoGen agents can write and run code that processes Xiaoshouyi / Neocrm tool responses in an isolated environment

Xiaoshouyi / Neocrm + AutoGen Use Cases

Practical scenarios where AutoGen combined with the Xiaoshouyi / Neocrm MCP Server delivers measurable value.

Collaborative analysis: one agent queries Xiaoshouyi / Neocrm while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from Xiaoshouyi / Neocrm, a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using Xiaoshouyi / Neocrm data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process Xiaoshouyi / Neocrm responses in a sandboxed execution environment

Xiaoshouyi / Neocrm MCP Tools for AutoGen (9)

These 9 tools become available when you connect Xiaoshouyi / Neocrm to AutoGen via MCP:

create_lead

Create a new lead

create_opportunity

Create a new opportunity

get_lead

Get lead details

list_accounts

List CRM accounts

list_contacts

List CRM contacts

list_leads

List CRM leads

list_opportunities

List sales opportunities

list_tasks

List CRM tasks

list_users

List organization users

Example Prompts for Xiaoshouyi / Neocrm in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with Xiaoshouyi / Neocrm immediately.

"List all my active leads from Xiaoshouyi."

"Create a new opportunity for account 'Tech Giant' titled 'Enterprise License Renewal'."

"Show me a summary of my CRM activity for this week."

Troubleshooting Xiaoshouyi / Neocrm MCP Server with AutoGen

Common issues when connecting Xiaoshouyi / Neocrm to AutoGen through the Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

Xiaoshouyi / Neocrm + AutoGen FAQ

Common questions about integrating Xiaoshouyi / Neocrm MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call Xiaoshouyi / Neocrm tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.