CRM MCP Server
Enables querying and managing a CRM database through natural language conversations with Claude Desktop.
README
CRM MCP Server
Claude Desktop ile konuşarak CRM veritabanını sorgula.
Kurulum (3 adım)
1 — Paketleri yükle
cd crm_mcp
python -m venv venv
venv\Scripts\activate # Windows
pip install -r requirements.txt
2 — Veriyi yükle
python seed.py
Çıktıdaki Admin key'i kopyala — bir daha göremezsin!
3 — Claude Desktop'u ayarla
%APPDATA%\Claude\claude_desktop_config.json dosyasını aç (yoksa oluştur):
{
"mcpServers": {
"crm": {
"command": "python",
"args": ["C:\\Users\\KULLANICI_ADIN\\Desktop\\crm_mcp\\mcp_server.py"],
"env": {
"CRM_API_KEY": "BURAYA_ADMIN_KEY_YAPISTIR"
}
}
}
}
argsiçindeki yolu kendi bilgisayarına göre düzenle. Claude Desktop'u tamamen kapat ve yeniden aç.
Claude'a sormalık sorular
En son 5 müşteri kim?
Toplam kaç müşterimiz var?
EMEA bölgesinde kaç müşteri var?
Classic Cars satışlarını göster
En çok gelir getiren 10 müşteri kimler?
Fransa'daki müşterileri listele
Pipeline özeti nedir?
"Dragon" ile başlayan müşteri var mı?
Araçlar
| Araç | Açıklama | Yetki |
|---|---|---|
get_recent_customers |
Son katılan müşteriler | admin + readonly |
count_customers |
Müşteri sayısı (filtreli) | admin + readonly |
search_customers |
İsim/ülke/şehir arama | admin + readonly |
get_customer_detail |
Müşteri detayı + deal özeti | admin + readonly |
get_pipeline_summary |
WON/LOST/PROPOSAL özeti | admin + readonly |
get_top_customers |
En yüksek gelirli müşteriler | admin + readonly |
get_deals_by_product |
Ürün serisi analizi | admin + readonly |
get_deals_by_territory |
Bölge analizi | admin + readonly |
add_customer |
Yeni müşteri ekle | sadece admin |
add_deal |
Yeni deal ekle | sadece admin |
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