Xiaoshouyi / Neocrm MCP for AI. Manage the entire sales pipeline conversationally.
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Xiaoshouyi / Neocrm connects your AI agent directly to a leading enterprise CRM platform in China. It lets you track every stage of the sales funnel—from initial lead capture and account mapping to monitoring active opportunities and managing team tasks.
Manage the entire customer lifecycle conversationally.
What your AI can do
Create lead
Writes a brand new lead record into the system.
Create opportunity
Sets up a new potential deal in the sales pipeline.
Get lead
Retrieves all specific information for one lead record.
The agent creates a brand new prospect record in the system.
It fetches all current information for one existing lead using an ID.
The agent can pull lists of company records or individual contact profiles.
You can view all active deals, check their status, and create new ones in the pipeline.
The agent tracks scheduled activities or outstanding to-dos for your sales team.
Ask an AI about this
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Xiaoshouyi / Neocrm: 9 Available Tools
These tools let your agent perform specific actions across the entire CRM platform, covering everything from creating leads and managing contacts to auditing user activity.
Make your AI actually useful.
Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.
Start using Xiaoshouyi / Neocrm on VinkiusCreate Lead
Writes a brand new lead record into the system.
Create Opportunity
Sets up a new potential deal in the sales pipeline.
Get Lead
Retrieves all specific information for one lead record.
List Accounts
Pulls a list of all company accounts tracked in the CRM.
List Contacts
Retrieves a list of individual contacts associated with accounts.
List Leads
Generates a report listing all active leads in the system.
List Opportunities
Shows a list of current sales opportunities and their stages.
List Tasks
Pulls a report listing all scheduled or pending CRM tasks for the team.
List Users
Provides a list of all active users within the organization's CRM system.
Security and governance baked right in.
Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.
Claude AI
Open Claude Settings
Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
Add Custom Connector
Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:
https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp
Replace [YOUR_TOKEN_HERE] with your token
from cloud.vinkius.com. For OAuth-protected servers, expand
Advanced settings to add credentials.
Start a conversation
Open a new chat. The Xiaoshouyi / Neocrm integration is available immediately — no restart needed.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Xiaoshouyi / Neocrm, then connect any of our 5,100+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 5,100+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Xiaoshouyi / Neocrm. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
VINKIUS INFRASTRUCTURE
Cloud Hosted
Managed infra
V8 Isolated
Sandboxed per request
Zero-Trust Proxy
No stored credentials
DLP Enforced
Policy on every call
GDPR Compliant
EU data residency
Token Compression
~60% cost reduction
Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This connection provides 9 powerful capabilities that interface natively with Claude, ChatGPT, Cursor, and other compatible AI platforms. No middleware. No custom integration required.
The day-to-day grind of managing client records is a click-heavy nightmare.
You know the drill. A new prospect comes in, so you have to open the CRM, fill out the lead details manually. Then, you copy that data into a separate account record, because you can't move forward until it's linked up. If you need to check on an existing client, you jump through three tabs: 'Accounts,' then search for contacts, and finally click 'Opportunities' to see what deals are active. It takes five minutes of tedious clicking just to get one full picture.
Now, your agent handles it all. You simply tell your agent, 'Check the status of our largest client.' Instead of opening any dashboards or jumping between tabs, the agent runs the necessary queries and spits out a clean summary: current opportunities, recent leads, and who is handling the next tasks. It's immediate.
Using the Xiaoshouyi / Neocrm MCP gives you real-time visibility into your pipeline.
The biggest time sink goes away: manually cross-referencing who owns which lead, or if a contact is linked to the right account. You don't waste time figuring out what record belongs where; the agent handles that mapping and ensures continuity when you run `create_lead` or update an existing deal via `list_opportunities`.
The difference now is simplicity. Your AI client treats your CRM like a conversation, not a database of tabs. You get instant, actionable answers about your sales health.
What your AI can actually do with this
The Xiaoshouyi / Neocrm MCP gives your AI agent command over a major enterprise CRM, allowing it to handle complex sales workflows through simple language commands. Instead of navigating clunky web dashboards, you talk to your agent, and it pulls data from leads, accounts, contacts, and opportunities across the board.
You can ask your agent to pull all active leads or check on specific account details instantly. This means your team doesn't waste time clicking between tabs just to piece together a customer history.
Because dealing with sales data is highly sensitive—it involves company finances and prospect identities—tracking every change is critical. That’s why the platform running this MCP, Vinkius, passes all credentials through a zero-trust proxy; your keys are used only in transit and never stored on disk. This keeps the data flowing securely while giving you full visibility into exactly what every action does.
You get a real-time sales assistant that keeps the CRM accurate and the pipeline moving without requiring specialized knowledge of the platform's interface.
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Here's how it actually works
The bottom line is you talk to your agent, and it does the data heavy lifting in the CRM for you.
Subscribe to this MCP and provide your required Xiaoshouyi Client ID and Secret.
Connect the MCP to your preferred client, like Cursor or Claude, using that single connection point.
Ask your agent a natural language question, such as 'List my top 5 opportunities,' and it executes the request.
Who is this actually for?
The Sales Manager who needs a single source of truth for pipeline health. The Account Executive tired of copy-pasting details between tools. Or the Business Analyst needing rapid, structured data pulls for forecasting.
Uses your agent to pull up a prospect's full history using get_lead, then uses it to update contact details or create an opportunity directly.
Asks the system to check team performance by calling list_users and reviewing task completion via list_tasks, giving a quick audit of pipeline health.
Runs reports on historical data, listing out all accounts (list_accounts) or summarizing the state of multiple opportunities to build market forecasts.
What Changes When You Connect
Stop manually looking up data. Instead of clicking through multiple screens, your agent can pull details on a single lead using get_lead and give you the full picture instantly.
Keep track of every deal stage without leaving your chat window. You can use list_opportunities to review all pipeline deals at once, then create_opportunity when one is ready to move forward.
Build a complete customer profile easily. With access to both list_accounts and list_contacts, you never have to copy-paste basic company or person data again.
Audit team activity in minutes. You can call list_users and check outstanding tasks using list_tasks, giving managers an immediate view of who needs to do what.
Save time on onboarding new prospects. Instead of filling out a form, your agent handles the creation process by running create_lead when you identify a potential prospect.
See it in action
Investigating a stalled deal
A rep needs to know why an opportunity is stuck. They ask their agent, who uses list_opportunities and then checks the related tasks via list_tasks. The agent finds a missed follow-up task assigned to another team member.
Onboarding a new client
A marketing rep identifies five high-potential contacts. They ask their agent, which runs create_lead for all of them and then uses list_accounts to link those leads under the correct corporate parent.
Quarterly performance review
A sales manager needs a quick summary. They ask their agent, which executes list_users to see who is active and then uses list_opportunities to summarize total deal value by user, without opening any dashboards.
Quick data validation
A business analyst needs to verify if a contact exists. They ask the agent to run get_lead on an email address, confirming the person is already tracked and linked to the right account.
The honest tradeoffs
Searching for records by keyword
Going into the CRM's search bar and typing 'Smith'. This returns thousands of irrelevant results, requiring hours of manual filtering.
Ask your agent to use list_contacts or get_lead. Tell it exactly what you need—like 'Show me all contacts with the last name Smith who are connected to a Tech account.' It filters everything for you.
Creating leads piecemeal
A user manually enters a lead, then realizes they needed an opportunity. They have to leave the lead page, navigate to 'Opportunities,' and start over.
Tell your agent to run create_lead first, and then immediately use that data point to call create_opportunity. It handles the handoff between the two records seamlessly.
Forgetting task assignment
A deal moves forward, but nobody knows who is responsible for the next steps. The tasks are left in a general queue.
After creating an opportunity, ask your agent to run list_tasks and assign specific follow-ups directly to team members using their names found via list_users.
When It Fits, When It Doesn't
Use this MCP if the core problem is tracking the entire customer lifecycle—from initial identification (leads) through account structure, active deals, and task management. You need a system that acts as a single pane of glass for sales operations.
Don't use it if your primary need is just viewing raw data from one specific source; for instance, if you only need to compile a list of usernames, list_users alone would suffice. But because this MCP connects all the pieces—the leads, the accounts, and the opportunities—it’s best used when you need to automate the flow between those record types.
Questions you might have
How do I use the create_lead tool with Xiaoshouyi / Neocrm? +
You tell your agent to run create_lead and provide all necessary details like company name, contact info, and source. The agent handles structuring those inputs into a valid record in the CRM.
Can I check my sales opportunities using list_opportunities? +
Yes, running list_opportunities shows you all active deals. You can then ask your agent to filter that list by stage or expected value.
Does Xiaoshouyi / Neocrm handle user permissions? Can I use list_users? +
Yes, running list_users pulls a report of all organization users. This helps you identify who has access to which records and track team assignments.
What is the difference between get_lead and list_leads? +
get_lead fetches all details for one specific lead when you know its ID. list_leads, however, generates a report of many leads, giving you an overview.
What kind of credentials do I need when setting up this MCP for Xiaoshouyi / Neocrm? +
You must provide a dedicated Client ID and Client Secret. These are the specific credentials required by the Xiaoshouyi platform to authorize your agent's access.
If I call `create_opportunity` with incorrect data, how does the system handle validation errors? +
The MCP returns a structured error message detailing exactly which field failed validation. Your agent receives this clear feedback so you can correct the input parameters and retry.
When listing multiple contacts using `list_contacts`, is there a limit on how many records I can retrieve? +
The underlying connection supports pagination, allowing you to pull large datasets. If you need more than one page's worth of data, simply request the next batch.
Are there any restrictions or rate limits if I use `list_accounts` frequently? +
The Vinkius platform manages throttling to prevent overspending. If you make too many requests in rapid succession, the system will pause and notify your agent.
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.
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