$ loading_
Operate Plixana CRM via AI for contacts, deals, quotes, WhatsApp, and metrics.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Plixana" MCP server from askskill: Run: claude mcp add --transport http 'com-plixana-crm' 'https://plixana.com/api/mcp'
Create a contact in Plixana CRM: Min Wang, company Xinghe Tech, phone 13800001234, email [email protected], and add the note "Lead from trade show."
The contact is created in Plixana CRM, with a confirmation or record summary returned.
Create a deal in Plixana CRM for "Xinghe Tech annual purchase" with an expected value of 80,000 CNY, then generate a related quote.
A deal and related quote are created, with key fields and status returned.
Summarize my WhatsApp activity and key business metrics from the last 7 days in Plixana CRM, and give me a brief overview.
A summary of recent WhatsApp interactions and business metrics is returned for quick review.
Sales or operations users can ask AI to operate Plixana CRM directly, reducing manual work for contacts, deals, and quotes. It fits teams that need faster day-to-day CRM updates.
When a team needs a quick view of WhatsApp follow-ups and business metrics, this tool lets AI retrieve and organize that information. It helps users understand communication and sales progress faster.
It is an MCP tool that lets any AI operate the Plixana CRM. Known capabilities include working with contacts, deals, quotes, WhatsApp, and metrics.
Based on the given description, it can work with contacts, deals, quotes, WhatsApp, and metrics. The exact fields and supported operations are not specified here; see the source repository.
The provided material does not specify installation steps, runtime requirements, or API key needs. Please see the source repository for prerequisites.
Connect AI assistants to Ploomes CRM for CRUD, configuration, and automation tasks.
Manage CRM contacts, leads, and deals through natural-language AI actions.
Send messages, manage contacts and campaigns, and retrieve reports via Pulseem.
Manage contacts with OAuth 2.1 using list, get, create, update, and delete.
Manage real estate leads and pipeline stages in KPI DealFlow.
Connect Planfix CRM and tasks to manage leads, contacts, and reports.