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Manage CRM contacts, leads, and deals through natural-language AI actions.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "AI-Assisted CRM MCP Server" yet — see the docs or source repo.
Please turn the following meeting notes into CRM leads, and create a contact, company record, and next follow-up task for each prospect: Zhang Min at Nebula Tech wants enterprise pricing; Li Qiang at Ocean Logistics plans to evaluate a trial next month.
Creates the relevant contacts, companies, lead records, and clear follow-up tasks.
Update the deal 'Huachen Group Procurement Project' to the 'Proposal Evaluation' stage, change win probability to 60%, and add a note: customer received the quote and expects to respond within two weeks.
The deal stage, probability, and notes are updated in the CRM for continued sales follow-up.
Find high-priority leads with no follow-up activity in the past 14 days, group them by owner, and create reminder tasks for this week for each lead.
Produces a follow-up lead list and automatically creates reminder tasks to reduce drop-off risk.
Manage amoCRM leads, contacts, companies, and tasks using natural language.
Connect CRM, tickets, and channels for AI-powered customer support automation.
Send transactional emails, track status, and manage contacts through MCP.
Let AI query, update, and analyze Salesforce CRM data without API glue code.
Connect AI to Cloze CRM for contacts, deals, and timeline data
Connect AI to HubSpot for CRM actions, marketing tasks, and data access.