
anyCRM
io.anycrm由 anycrm.io 发布官方发布者v1.0.0更新于 Oct 30, 2026
A CRM for small business: clients, appointments, orders, stock, finances, taxes and integrations.
概览
anyCRM 远程 MCP 服务器,让助手读取和修改小微企业的客户、预约、订单、库存、财务与集成数据。
- 可以做什么
- 管理账户、公司、模块与员工权限
- 创建、修改和删除客户、服务、材料及材料入库记录
- 处理日历预约、餐厅桌位与预订
- 管理商品、库存、分类与商品图片
- 处理订单、支付链接与支付状态查询
- 处理财务、税务、会计导出、银行账户与对账单
- 适用场景
- 适合已在使用 anyCRM 的小微企业,希望助手在 Claude 或 Codex 中直接查询或更新客户、预约、订单、库存、税务或渠道同步等业务数据,而不必在应用里逐项操作。
- 运行要求
- 远程 streamable HTTP 端点 OAuth 登录:浏览器会打开 anyCRM,登录后点击允许。已连接的助手可在 Profile > AI assistants 中查看或断开。
安装
在 SourceWeft 中
- 打开 控制台中的 anyCRM,将其添加到工作区。
- 连接 所需的 凭据。它们会被私密存储,绝不会在公开页面上展示。
- 为需要使用其工具的对话启用该服务。
Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。
交给智能体安装
把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。
阅读 https://sourceweft.com/mcp/io.anycrm%2Fanycrm/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。其他 MCP 客户端
把它添加到你客户端的 mcpServers 配置中。 客户端会在首次连接时完成 OAuth 登录。
{
"mcpServers": {
"anycrm": {
"type": "http",
"url": "https://mcp.anycrm.io/"
}
}
}README
anyCRM for Claude Code and Codex
anyCRM's MCP server is at https://mcp.anycrm.io. Sign-in is OAuth: the first
time, the browser opens anyCRM, you sign in and press Allow. Connected
assistants are listed, and can be disconnected, in anyCRM > Profile > AI
assistants.
The assistant works with your rights: a staff member reaches only the sections the owner gave them, and every check and side effect is the app's own (stock, income from done appointments and completed orders, marketplaces, notifications).
Claude Code
Or the server alone, without the plugin's skill:
Then /mcp > anycrm > Authenticate.
Codex
Or the server alone:
Claude (web and desktop)
Settings > Connectors > Add custom connector, URL https://mcp.anycrm.io.
Tools
- Account and companies: get_profile, update_profile, list_companies, get_company, create_company, update_company, list_modules, set_module, request_module_access, get_summary.
- Clients: list_clients, get_client, save_client, delete_client.
- Services and materials: list_services, save_service, delete_service, list_materials, save_material, delete_material, get_material_history, add_material_supply.
- Calendar: list_appointments, save_appointment, delete_appointment.
- Products and stock: list_products, get_product, save_product, delete_product, set_product_stock, upload_product_image, import_products_yml, list_categories, save_category, delete_category.
- Orders: list_orders, get_order, save_order, delete_order, create_payment_link, check_payment.
- Restaurant: list_tables, save_table, delete_table, list_reservations, save_reservation, delete_reservation.
- Finances and taxes: list_transactions, save_transaction, delete_transaction, export_accounting, get_tax_settings, save_tax_settings, get_tax_report, get_income_book, get_tax_declaration.
- Web app: get_web_app, save_web_app, check_alias.
- Integrations and sales channels: list_integrations, add_integration, delete_integration, get_connect_url, get_plugin_key, save_integration_settings, sync_integration, export_to_channel, get_sync_log, get_channel_matrix, retry_channel_queue, set_stock_source, list_unlinked_items, link_unlinked_item, ignore_unlinked_item, set_listing_price, list_reviews, lookup_company_register, export_to_dilovod.
- Delivery: np_find_cities, np_find_warehouses, create_np_waybill, track_np, up_find_cities, up_find_warehouses, create_up_shipment, track_up.
- SMS: get_sms_balance, send_sms.
- Fiscal receipts (ПРРО): get_fiscal_shift, open_fiscal_shift, close_fiscal_shift, fiscalize_order, list_fiscal_receipts, refresh_fiscal_receipt.
- Banks: list_bank_accounts, sync_bank, import_bank_statement.
- Staff: list_staff, invite_staff, set_staff_sections, remove_staff.
- Notifications: list_notifications, mark_notifications_read, get_notification_settings, save_notification_settings.
- Billing: get_billing, list_billing_charges, top_up_balance, check_top_up, set_auto_top_up.
来源:README.md,提交 50a14b8
工具
0版本历史
1- v1.0.0最新Oct 29, 2026
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