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 LlamaIndex 9 tools — connect in under 2 minutes

Name: Xiaoshouyi / Neocrm
Availability: InStock
Author: Vinkius

docs.llamaindex.ai/en/stable/module_guides/tools/mcp

Built by Vinkius GDPR 9 Tools Framework

LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add Xiaoshouyi / Neocrm as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

Get MCP Server for AI Agents

ASK AI ABOUT THIS MCP SERVER

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python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to Xiaoshouyi / Neocrm. "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in Xiaoshouyi / Neocrm?"
    )
    print(response)

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.

LlamaIndex agents combine Xiaoshouyi / Neocrm tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from Xiaoshouyi / Neocrm

Why Use LlamaIndex with the Xiaoshouyi / Neocrm MCP Server

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

Data-first architecture: LlamaIndex agents combine Xiaoshouyi / Neocrm tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain Xiaoshouyi / Neocrm tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query Xiaoshouyi / Neocrm, a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what Xiaoshouyi / Neocrm tools were called, what data was returned, and how it influenced the final answer

Xiaoshouyi / Neocrm + LlamaIndex Use Cases

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

Hybrid search: combine Xiaoshouyi / Neocrm real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query Xiaoshouyi / Neocrm to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying Xiaoshouyi / Neocrm for fresh data

Analytical workflows: chain Xiaoshouyi / Neocrm queries with LlamaIndex's data connectors to build multi-source analytical reports

Xiaoshouyi / Neocrm MCP Tools for LlamaIndex (9)

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

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

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

Xiaoshouyi / Neocrm + LlamaIndex FAQ

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

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query Xiaoshouyi / Neocrm tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.