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Connect CRM workflows with AI for customer insights and automated follow-ups.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "io.github.CSOAI-ORG/crm-ai-mcp" MCP server from askskill: Run: claude mcp add 'io-github-csoai-org-crm-ai-mcp' -- npx -y crm-ai-mcp
Read customer communication records from the last 30 days in the CRM and output a follow-up summary, current stage, key risks, and recommended next steps for each customer.
Per-customer communication summaries with actionable follow-up recommendations for sales or support teams.
Analyze lead data in the CRM, identify prospects with high recent activity and high conversion likelihood, and explain the reasoning.
A ranked list of high-potential leads with brief explanations for prioritization.
Based on each customer's industry, communication history, and purchase intent in the CRM, generate a personalized follow-up email draft.
Personalized email drafts for different customers, ready for quick editing and sending.
Connect SuiteCRM through MCP for secure multi-entity CRM automation in AI workflows.
Schedule recurring AI tasks and automation workflows with cron-based triggers.
Manage CRM contacts, leads, and deals through natural-language AI actions.
Manage amoCRM leads, contacts, companies, and tasks using natural language.
An AI MCP server for recruitment-related workflows.
Connect calendar services and use AI to manage schedules and events.