dashan-crm-mcp

dashan-crm-mcp

Enables AI agents to manage Dashan CRM (customers, orders, products, etc.) via MCP with built-in safety constraints.

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README

大山 CRM MCP 服务与 AI Agent Skill (dashan-crm-mcp)

License: MIT Node.js Version

大山 CRM 的标准 MCP (Model Context Protocol) 插件包,整合了完整的 CRM 工具集中线(客户、订单、产品、仓库、员工等)以及配套的 AI Agent 操作安全规范 SKILL.md


📦 项目功能

  1. crm-mcp 服务:实现标准的 Model Context Protocol (MCP) 接口,支持任何兼容 MCP 协议的 Agent (Hermes, Claude Desktop, Cursor, Windsurf, Codex 等)。
  2. SKILL.md 规范:针对大山 CRM 的特定安全约束(先查再写、数据遮蔽、高危动作二次确认原因机制)。

🚀 快速快速部署指南

1. 安装与编译

在任意目标机器上执行:

git clone https://github.com/xuzhu03133-ai/dashan-crm-mcp.git
cd dashan-crm-mcp
pnpm install && pnpm build

2. 获取你的 Agent 密钥 (CRM_AGENT_KEY)

  1. 登录大山 CRM 系统(生产域名:https://bolai001.cn)。
  2. 在个人菜单选择 Agent 密钥 页面,点击生成并复制密钥(格式如 agk_xxxx...)。

🔧 客户端接入配置 (MCP Configuration)

Hermes Agent 配置 (mcp.json)

在 Hermes 的 MCP 配置文件(如 ~/.hermes/mcp.json)中添加以下内容:

{
  "mcpServers": {
    "dashan-crm": {
      "command": "node",
      "args": [
        "/绝对路径/dashan-crm-mcp/dist/index.js"
      ],
      "env": {
        "CRM_BASE_URL": "https://bolai001.cn/api",
        "CRM_AGENT_KEY": "YOUR_CRM_AGENT_KEY_HERE"
      }
    }
  }
}

Skill 提示词注入

将本仓库中的 SKILL.md 内容包含进 Hermes Agent 的 System Rules 或放置于 Hermes 的 Skills 文件夹中 (~/.hermes/skills/dashan-crm-agent/SKILL.md)。


📄 开源许可

MIT License

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