DataXLR8 CRM

This tool provides AI agents with a comprehensive Customer Relationship Management (CRM) system through Model Context Protocol (MCP) tool calls. It enables agents to create and search contacts, manage deals through various pipeline stages, log interactions like calls, emails, and meetings, assign ownership, and segment contacts using tags. All data is securely persisted in PostgreSQL with schema isolation, supporting robust bulk import and export functionalities.

主な機能

ユースケース