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Create, find, update, and manage customer data in OnePageCRM.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "OnePageCRM" MCP server from askskill: Run: claude mcp add --transport http 'com-onepagecrm-mcp' 'https://app.onepagecrm.com/mcp'
Create a new contact in OnePageCRM: Name Wang Min, company Nebula Tech, title Procurement Manager, email [email protected], phone 13800000000, and add the tag "Key Account".
A new contact is created in OnePageCRM, with a summary of the record or creation result.
Find all contacts in OnePageCRM tagged "Key Account" with no follow-up activity in the last 30 days, and sort them by company name.
A filtered list of matching customers is returned for sales follow-up.
Update the contact "Wang Min" to status "Quoted" and add this note: "Sent the annual procurement proposal today, awaiting a reply next week."
The customer record is updated successfully with the new status and note.
Query and manage CRM data using natural language in Claude Desktop.
Query, analyze, and optionally update Odoo ERP data from Claude.
Connect to ONE ERP to query models, data, and business logic autonomously.
Query company, contact, and pipeline CRM records through natural language.
Manage CRM contacts, leads, and deals through natural-language AI actions.
Query customers and items, and read or create invoices in QuickBooks Online.