Xiaoshouyi CRM

Problem

When an agent needs to read or advance CRM records, the usual friction is that Xiaoshouyi account context, permissions, and API calls are scattered. Manual integration often misses authorization, pagination, and relative-time handling. Xiaoshouyi CRM collapses these operations into an MCP tool set and runs them with the current logged-in user's identity and permissions, avoiding a separate agent-side credential.

How It Works

The skill connects via streamableHttp to https://mcp.xiaoshouyi.com/mcp, recommended as server neo-crm. Before executing a business task, it checks whether the MCP server is configured. If not, it asks the user whether to install it into the current agent's MCP configuration. If configured, the first call may return authorization-required; the user must complete Xiaoshouyi login in a browser, then the tool is retried.

Core capabilities include:
- Customers and contacts: full customer profiles, long-unfollowed accounts, and contact management.
- Opportunities and leads: stage movement, win/loss marking, lead conversion, and pool pickup or release.
- Contracts, orders, and finance: contract activation/voiding, collection plans, receivables, invoices, and refunds.
- Follow-ups, schedules, and approvals: visit logs, schedules, batch tasks, and approval status.
- Data queries: search customers, opportunities, contracts, orders, and related records.

Boundaries

• Irreversible actions such as delete, void, release, or discard require explicit confirmation.
• Time defaults to Asia/Shanghai; relative terms can be queried directly, while exact times must be converted to millisecond timestamps.
• List pagination is capped at 50 items per page, with a hint about whether more results exist.
• Ambiguous terms like “visit,” “schedule,” and “pool” may map to different business objects, so the skill should ask before executing.