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 CrewAI 9 tools — connect in under 2 minutes

Name: Xiaoshouyi / Neocrm
Availability: InStock
Author: Vinkius

docs.crewai.com/mcp/overview

Built by Vinkius GDPR 9 Tools Framework

Connect your CrewAI agents to Xiaoshouyi / Neocrm through Vinkius, pass the Edge URL in the `mcps` parameter and every Xiaoshouyi / Neocrm tool is auto-discovered at runtime. No credentials to manage, no infrastructure to maintain.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

Open in ChatGPT Open in Claude Open in Perplexity

Vinkius supports streamable HTTP and SSE.

python

from crewai import Agent, Task, Crew

agent = Agent(
    role="Xiaoshouyi / Neocrm Specialist",
    goal="Help users interact with Xiaoshouyi / Neocrm effectively",
    backstory=(
        "You are an expert at leveraging Xiaoshouyi / Neocrm tools "
        "for automation and data analysis."
    ),
    # Your Vinkius token. get it at cloud.vinkius.com
    mcps=["https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"],
)

task = Task(
    description=(
        "Explore all available tools in Xiaoshouyi / Neocrm "
        "and summarize their capabilities."
    ),
    agent=agent,
    expected_output=(
        "A detailed summary of 9 available tools "
        "and what they can do."
    ),
)

crew = Crew(agents=[agent], tasks=[task])
result = crew.kickoff()
print(result)

Fully ManagedVinkius Servers

60%Token savings

High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

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.

When paired with CrewAI, Xiaoshouyi / Neocrm becomes a first-class tool in your multi-agent workflows. Each agent in the crew can call Xiaoshouyi / Neocrm tools autonomously, one agent queries data, another analyzes results, a third compiles reports, all orchestrated through Vinkius with zero configuration overhead.

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 CrewAI 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 CrewAI via MCP

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

Install CrewAI

Run pip install crewai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token from cloud.vinkius.com

Customize the agent

Adjust the role, goal, and backstory to fit your use case

Run the crew

Run python crew.py. CrewAI auto-discovers 9 tools from Xiaoshouyi / Neocrm

Why Use CrewAI with the Xiaoshouyi / Neocrm MCP Server

CrewAI Multi-Agent Orchestration Framework provides unique advantages when paired with Xiaoshouyi / Neocrm through the Model Context Protocol.

Multi-agent collaboration lets you decompose complex workflows into specialized roles, one agent researches, another analyzes, a third generates reports, each with access to MCP tools

CrewAI's native MCP integration requires zero adapter code: pass Vinkius Edge URL directly in the `mcps` parameter and agents auto-discover every available tool at runtime

Built-in task delegation and shared memory mean agents can pass context between steps without manual state management, enabling multi-hop reasoning across tool calls

Sequential and hierarchical crew patterns map naturally to real-world workflows: enumerate subdomains → analyze DNS history → check WHOIS records → compile findings into actionable reports

Xiaoshouyi / Neocrm + CrewAI Use Cases

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

Automated multi-step research: a reconnaissance agent queries Xiaoshouyi / Neocrm for raw data, then a second analyst agent cross-references findings and flags anomalies. all without human handoff

Scheduled intelligence reports: set up a crew that periodically queries Xiaoshouyi / Neocrm, analyzes trends over time, and generates executive briefings in markdown or PDF format

Multi-source enrichment pipelines: chain Xiaoshouyi / Neocrm tools with other MCP servers in the same crew, letting agents correlate data across multiple providers in a single workflow

Compliance and audit automation: a compliance agent queries Xiaoshouyi / Neocrm against predefined policy rules, generates deviation reports, and routes findings to the appropriate team

Xiaoshouyi / Neocrm MCP Tools for CrewAI (9)

These 9 tools become available when you connect Xiaoshouyi / Neocrm to CrewAI 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 CrewAI

Ready-to-use prompts you can give your CrewAI 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 CrewAI

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

MCP tools not discovered

Ensure the Edge URL is correct. CrewAI connects lazily when the crew starts. check console output.

Agent not using tools

Make the task description specific. Instead of "do something", say "Use the available tools to list contacts".

Timeout errors

CrewAI has a 10s connection timeout by default. Ensure your network can reach the Edge URL.

Rate limiting or 429 errors

Vinkius enforces per-token rate limits. Check your subscription tier and request quota in the dashboard. Upgrade if you need higher throughput.

Xiaoshouyi / Neocrm + CrewAI FAQ

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

How does CrewAI discover and connect to MCP tools?

CrewAI connects to MCP servers lazily. when the crew starts, each agent resolves its MCP URLs and fetches the tool catalog via the standard tools/list method. This means tools are always fresh and reflect the server's current capabilities. No tool schemas need to be hardcoded.

Can different agents in the same crew use different MCP servers?

Yes. Each agent has its own mcps list, so you can assign specific servers to specific roles. For example, a reconnaissance agent might use a domain intelligence server while an analysis agent uses a vulnerability database server.

What happens when an MCP tool call fails during a crew run?

CrewAI wraps tool failures as context for the agent. The LLM receives the error message and can decide to retry with different parameters, fall back to a different tool, or mark the task as partially complete. This resilience is critical for production workflows.

Can CrewAI agents call multiple MCP tools in parallel?

CrewAI agents execute tool calls sequentially within a single reasoning step. However, you can run multiple agents in parallel using process=Process.parallel, each calling different MCP tools concurrently. This is ideal for workflows where separate data sources need to be queried simultaneously.

Can I run CrewAI crews on a schedule (cron)?

Yes. CrewAI crews are standard Python scripts, so you can invoke them via cron, Airflow, Celery, or any task scheduler. The crew.kickoff() method runs synchronously by default, making it straightforward to integrate into existing pipelines.