OkoCRM 推出自家 MCP Server 代理可直接讀寫 CRM、例行工作時間減 65%OkoCRM launches its own MCP Server agent that can directly read and write CRM, reducing routine work time by 65%
OkoCRM 推出自家 MCP Server，把 CRM 開放給 Claude、ChatGPT、Cursor、VS Code 等 MCP 客戶端，代理可直接在對話中查閱交易、聯絡人與任務，並執行建單、改階段、指派任務等操作。公司內部估計可令管理者處理 CRM 例行工作的時間平均減少六成五。安裝約一分鐘，員工只需複製伺服器位址並授權，毋須 API Key 或程式開發。OkoCRM has launched its own MCP Server, opening the CRM to MCP clients such as Claude, ChatGPT, Cursor, and VS Code. Agents can directly check transactions, contacts, and tasks in conversations, and perform actions like creating orders, changing stages, and assigning tasks. The company estimates that it can reduce the average time administrators spend on routine CRM work by 65%. Installation takes about one minute; employees only need to copy the server address and grant authorization, with no need for an API key or programming.
2026: MCP Server Launch
OkoCRM launched an MCP server that opens its CRM to external AI models. Claude, ChatGPT, Cursor, Claude Code, VS Code, and other MCP-compatible clients gain access to deals, contacts, tasks, correspondence, and analytics. They can perform CRM operations via a text command directly in the AI chat. The company announced this on September 29, 2026.
According to the company's internal estimate, this cuts the time managers spend on CRM routine by 65% on average. In the interface, a sequence of actions — finding a deal, reading its history, writing to the client, changing the stage, and assigning a task — takes several minutes. The agent completes it almost instantly.
Setup takes about a minute: the employee copies the server address from OkoCRM settings, adds it to the AI client, logs in, and confirms access. No API keys, integrators, or programmers are needed. The agent pulls funnels, stages, fields, and reference lists directly from the CRM, so it understands company-specific terms like "VIP client," "Measurement stage," or "assigned to Vadim."
The agent searches deals by stage, owner, amount, dates, tags, and custom fields. It creates and edits deals, moves them through stages, and closes them as won or with a rejection reason. Contacts and companies are created with duplicate checking: if a phone number already exists in the database, no duplicate is created.
The agent reads the event feed and client correspondence across all channels and can summarize what happened over the past week. It sends messages via WhatsApp, Telegram, VK, email, and SMS through the same mechanisms as the interface, so the history is preserved in the contact card. The agent also generates OkoPay payment links, builds funnel and sales reports, assigns tasks to colleagues in projects with checklists, and posts in the team chat.
In OkoCRM settings, the admin sees all connections — who, through which client, when, and in what mode — and can revoke any of them with one click or disable agents for the entire account. Agent messages to the team are marked as written by AI by default. Access is via OAuth, and the server is protected against request brute-forcing.
The MCP server is included in the subscription and is already available to OkoCRM users at no extra cost.
2026: MCP Server Launch
OkoCRM launched an MCP server that opens its CRM to external AI models. Claude, ChatGPT, Cursor, Claude Code, VS Code, and other MCP-compatible clients gain access to deals, contacts, tasks, correspondence, and analytics. They can perform CRM operations via a text command directly in the AI chat. The company announced this on September 29, 2026.
According to the company's internal estimate, this reduces the time managers spend on CRM routines by an average of 65%. In the interface, a series of actions — finding a deal, reviewing its history, writing to the client, changing the stage, and assigning a task — takes several minutes. The agent completes it almost instantly.
Setup takes about a minute: the employee copies the server address from OkoCRM settings, adds it to the AI client, logs in, and confirms access. No API keys, integrators, or programmers are needed. The agent pulls funnels, stages, fields, and reference lists directly from the CRM, so it understands company-specific terms like "VIP client," "Measurement stage," or "assigned to Vadim."
代理可以按阶段、负责人、金额、日期、标签和自定义字段搜索交易。它可以创建和编辑交易，将交易移动到不同阶段，并将其关闭为赢单或标注拒绝原因。联系人和公司在创建时会进行重复检查：如果电话号码已存在于数据库中，则不会创建重复项。
The agent reads the event feed and client correspondence across all channels and can summarize what happened over the past week. It sends messages via WhatsApp, Telegram, VK, email, and SMS using the same mechanisms as the interface, so the history is preserved in the contact card. The agent also generates OkoPay payment links, creates funnel and sales reports, assigns tasks to colleagues in projects with checklists, and posts in the team chat.
In OkoCRM settings, the administrator can see all connections—who used which client, when, and in what mode—and can revoke any of them with one click or disable agents for the entire account. Messages from agents to the team are by default marked as written by AI. Access is via OAuth, and the server is protected against brute-force requests.
The MCP server is included in the subscription and is already available to OkoCRM users at no extra cost.
原文出處：Source: TAdviser ↗