# Xiaoshouyi / Neocrm MCP > 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. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** lead-management, pipeline-tracking, sales-forecasting, account-management, enterprise-crm, opportunity-tracking ## Description 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. ## Tools ### 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. ### 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. ## Prompt Examples **Prompt:** ``` List all my active leads from Xiaoshouyi. ``` **Response:** ``` I've retrieved your active leads. You have 120 leads in total, including 15 new ones from today. Would you like to see the details of the most recent ones? ``` **Prompt:** ``` Create a new opportunity for account 'Tech Giant' titled 'Enterprise License Renewal'. ``` **Response:** ``` Done! I've created the opportunity 'Enterprise License Renewal' for the 'Tech Giant' account. I've set it to the 'Initial Contact' stage by default. Would you like to add an expected amount? ``` **Prompt:** ``` Show me a summary of my CRM activity for this week. ``` **Response:** ``` I've retrieved your CRM summary. This week, you've engaged with 45 leads, opened 8 new opportunities, and completed 12 tasks. Your pipeline health is currently stable. Would you like a breakdown by project? ``` ## Capabilities ### Generate new leads The agent creates a brand new prospect record in the system. ### Get specific lead details It fetches all current information for one existing lead using an ID. ### List accounts and contacts The agent can pull lists of company records or individual contact profiles. ### Monitor sales opportunities You can view all active deals, check their status, and create new ones in the pipeline. ### Manage team tasks The agent tracks scheduled activities or outstanding to-dos for your sales team. ## Use Cases ### 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. ## Benefits - 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. ## How It Works The bottom line is you talk to your agent, and it does the data heavy lifting in the CRM for you. 1. Subscribe to this MCP and provide your required Xiaoshouyi Client ID and Secret. 2. Connect the MCP to your preferred client, like Cursor or Claude, using that single connection point. 3. Ask your agent a natural language question, such as 'List my top 5 opportunities,' and it executes the request. ## Frequently Asked Questions **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.