ai-crm-engine
An MCP-native CRM backend for AI agents, enabling customer, opportunity, note, follow-up, and pipeline health management through 15 MCP tools.
README
AI 商机引擎 (MCP CRM)
专为 AI Agent 设计的 MCP 原生 CRM 后端 — 零 UI、Agent 优先、轻量可嵌入。
快速开始
# 安装
python3 -m venv .venv
.venv/bin/pip install -r requirements.txt
# 启动
.venv/bin/python src/server.py
# → 🚀 AI商机引擎 MCP Server 启动: http://127.0.0.1:8100
MCP 工具清单（15 个）
客户管理 customer.*
| 工具 | 说明 |
|---|---|
customer_create |
创建客户（含名称重复检测） |
customer_get |
按 ID 获取客户 |
customer_search |
多条件模糊搜索（名称/行业/地区/负责人） |
customer_list |
分页列表 |
商机管理 opportunity.*
| 工具 | 说明 |
|---|---|
opportunity_create |
创建商机（关联客户） |
opportunity_get |
获取商机（含关联客户信息） |
opportunity_search |
多条件搜索（阶段/负责人/金额区间） |
opportunity_update |
更新字段（不含 stage） |
opportunity_list |
分页列表 |
opportunity_stage_transition |
阶段转换 + 审计日志 |
沟通纪要 note.*
| 工具 | 说明 |
|---|---|
note_create |
创建沟通纪要 |
note_get |
获取单条纪要 |
note_list_by_opportunity |
按商机查纪要（时间倒序） |
跟进提醒 followup.*
| 工具 | 说明 |
|---|---|
followup_create |
创建跟进提醒 |
followup_list_due |
查询到期和即将到期提醒 |
管道健康 stats.*
| 工具 | 说明 |
|---|---|
stats_pipeline_health |
阶段超时检测 |
技术栈
- Python 3.10+
- FastMCP 3.4+
- SQLite (WAL 模式)
- MCP 协议 HTTP JSON-RPC
验收状态
全部 22 项 AC 通过 ✅
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