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crm-ai-mcp

by CSOAI-ORG

io.github.CSOAI-ORG/crm-ai-mcp

crm-ai-mcp MCP server by MEOK AI Labs

Crm Ai MCP

Customer relationship management toolkit: lead scoring, deal stage prediction, follow-up scheduli...

Customer relationship management toolkit: lead scoring, deal stage prediction, follow-up scheduling, customer health scoring, and churn prediction. By MEOK AI Labs.


šŸš€ Quick Start

# Install via pip
pip install crm_ai_mcp

# One-shot install of the governance pack
npx meok-setup --pack governance

Free tier: 10 calls/day per MCP. Pro tier (Ā£79/mo): unlimited + cryptographically signed compliance attestations your auditor verifies independently.

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Configuration

Add to your claude_desktop_config.json (Claude Desktop) or your MCP client config:

{
  "mcpServers": {
    "crm-ai-mcp": {
      "command": "uvx",
      "args": ["crm-ai-mcp"]
    }
  }
}

Or: pip install crm-ai-mcp then run the crm-ai-mcp command (stdio transport).

Examples

Once configured, ask your assistant, for example:

  • "Use lead_scorer to …"
  • "Use deal_stage_predictor to …"
  • "Use followup_scheduler to …"