Xiaoshouyi / NeocrmをChatGPTとClaudeに接続

• 01 / 02商談案件の管理方法
• 02 / 02営業パイプラインの追跡方法

最速日

731ms

最遅日

1105ms

14日間の傾向

安定-2%

Xiaoshouyi / Neocrm Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_slQncFCyUidec00c7KWGtbwrGAySTfgLHNyPfUY1/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Xiaoshouyi / Neocrm capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "xiaoshouyi-neocrm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_slQncFCyUidec00c7KWGtbwrGAySTfgLHNyPfUY1/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ Xiaoshouyi / NeocrmをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  セールスマネージャー

  自然言語による指示でチームのパフォーマンスを追跡し、パイプラインの監査や案件の進捗管理を行います。

• 02

  アカウントエグゼクティブ

  AI搭載のワークスペースから直接、リードの管理やアカウント情報の更新を迅速に行います。

• 03

  ビジネスアナリスト

  統合されたAIインターフェースを通じて、市場分析や売上予測のためのCRMデータを抽出します。

• 01

  What AI clients can I use with this MCP?

  You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

• 02

  Do I need to host the MCP myself?

  No. Vinkius hosts and manages the MCP for you, so it is ready to use immediately after connection.

• 03

  What credentials do I need to provide?

  You will need your Xiaoshouyi Client ID and Client Secret to authenticate the connection.

• 04

  Can I create new data in my CRM using my agent?

  Yes. You can use capabilities to create new leads and sales opportunities directly through your AI client.

• 05

  Is my CRM data secure?

  Vinkius manages your credentials and keeps the connection running securely so you can focus on your sales.

• 06

  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.

• 07

  Can I filter leads by specific criteria?

  Yes. When using the list_leads capability, you can provide an optional filter parameter to narrow down the results based on status, source, or other CRM fields.

• 08

  Is it possible to create tasks for my team?

  Yes, while the current capabilities focus on listing tasks, you can use the AI agent to coordinate assignments and update existing task statuses through the CRM's unified interface.

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