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Access and manage Centrex CRM and LOS contacts, loans, documents, and alerts.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Centrex MCP Server" yet — see the docs or source repo.
Use the Centrex MCP to retrieve contact details for Zhang San, related advance statuses, and recent alerts, then summarize them in English.
A summary of the contact profile, loan progress, latest alerts, and key takeaways.
List the documents and lender submissions related to a loan application, including names, statuses, last updated times, and identify missing materials.
A document inventory, submission status table, and notes on missing or pending materials.
Use the Centrex MCP to fetch current team members, the number of cases assigned to each, and pending alerts, then create a workload overview.
A list of team members, case distribution, pending alerts, and actionable coordination suggestions.
Connect Zero CRM with Claude to manage companies, contacts, and deals.
Query and manage CRM data using natural language in Claude Desktop.
Query Business Central customers, items, and sales orders using natural language.
Connect AI to Cloze CRM for contacts, deals, and timeline data
Connect to a document backend to upload, retrieve, process, and track files.
Connect Claude to ServiceTitan for CRM, jobs, and accounting workflows.