Bring Lead Management
to LlamaIndex
Create your Vinkius account to connect Xiaoshouyi / Neocrm to LlamaIndex and start using all 9 AI tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code. No hosting, no server setup — just connect and start using.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
What is the 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.
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.
How it works
- Subscribe to this server
- Enter your Xiaoshouyi Client ID and Client Secret
- Start managing your CRM through Claude, Cursor, or any MCP-compatible client
Who is this for?
- Sales Managers — track team performance, audit pipelines, and monitor deal progress through natural language.
- Account Executives — manage leads and update account details directly from your AI-powered workspace.
- Business Analysts — retrieve CRM data for market analysis and sales forecasting through a unified AI interface.
- Enterprise Leaders — get real-time insights into organization-wide sales activity and customer engagement.
Built-in capabilities (9)
Create a new lead
Create a new opportunity
Get lead details
List CRM accounts
List CRM contacts
List CRM leads
List sales opportunities
List CRM tasks
List organization users
Why LlamaIndex?
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.
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Data-first architecture: LlamaIndex agents combine Xiaoshouyi / Neocrm tool responses with indexed documents for comprehensive, grounded answers
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Query pipeline framework lets you chain Xiaoshouyi / Neocrm tool calls with transformations, filters, and re-rankers in a typed pipeline
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Multi-source reasoning: agents can query Xiaoshouyi / Neocrm, a vector store, and a SQL database in a single turn and synthesize results
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Observability integrations show exactly what Xiaoshouyi / Neocrm tools were called, what data was returned, and how it influenced the final answer
Xiaoshouyi / Neocrm in LlamaIndex
Why run Xiaoshouyi / Neocrm with Vinkius?
The Xiaoshouyi / Neocrm connection runs on our fully managed, secure cloud infrastructure. We handle the hosting, maintenance, and security so you don't have to deal with servers or code. All 9 tools are ready to work instantly without any complex setup.
You stay in complete control of your data. Your AI only accesses the information you approve, keeping your sensitive passwords and private details completely safe. Plus, with automatic optimizations, your AI works faster and more efficiently.
* Every connection is hosted and maintained by Vinkius. We handle the security, updates, and infrastructure so you don't have to write code or manage servers. See our infrastructure
Over 4,000 integrations ready for AI agents
Explore a vast library of pre-built integrations, optimized and ready to deploy.
Connect securely in under 30 seconds
Generate tokens to authenticate and link external services in a single step.
Complete visibility into every agent action
Audit live requests, latency, success rates, and active security compliance policies.
Optimize spending and track token ROI
Analyze real-time token consumption and cost metrics detailed by connection.
Explore our live AI Agents Analytics dashboard to see it all working
This dashboard is included when you connect Xiaoshouyi / Neocrm using Vinkius. You will never be left in the dark about what your AI agents are doing with your tools.
Xiaoshouyi / Neocrm and 4,000+ other AI tools. No hosting, no code, ready to use.
Professionals who connect Xiaoshouyi / Neocrm to LlamaIndex through Vinkius don't need to write code, manage servers, or worry about security. Everything is pre-configured, secure, and runs automatically in the background.
Raw MCP | Vinkius | |
|---|---|---|
| Ready-to-use MCPs | Find and configure each manually | 4,000+ MCPs ready to use |
| Connection Setup | Manual coding & server setup | 1-click instant connection |
| Server Hosting | You host it yourself (needs 24/7 uptime) | 100% hosted & managed by Vinkius |
| Security & Privacy | Stored in plaintext config files | Bank-grade encrypted vault |
| Activity Visibility | Blind execution (no logs or tracking) | Live dashboard with real-time logs |
| Cost Control | Runaway AI token spend risk | Automatic budget limits |
| Revoking Access | Must delete files or code to stop | 1-click disconnect button |
How Vinkius secures
Xiaoshouyi / Neocrm for LlamaIndex
Every request between LlamaIndex and Xiaoshouyi / Neocrm is protected by our secure gateway. We automatically keep your sensitive data private, prevent unauthorized access, and let you disconnect instantly at any time.
Frequently asked questions
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.
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.
Does LlamaIndex support async MCP calls?
Yes. LlamaIndex's async agent framework supports concurrent MCP tool calls for high-throughput data processing pipelines.
BasicMCPClient not found
Install: pip install llama-index-tools-mcp
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