Connie
ai.connie由 connie.ai 發布官方發布者v1.0.1更新於 Nov 10, 2026
Search and update Records and Lists, import and export CSVs, and run enrichment in Connie.
概覽
將 AI 助理連接到 Connie 市場拓展工作區,可搜尋與更新 CRM 記錄和清單、匯入匯出 CSV、豐富潛在客戶並執行工作流程。
- 可以做什麼
- 依能力關鍵字尋找並檢視 Connie 的工具與技能,再依 id 執行目錄中的任一工具
- 搜尋、讀取、建立、更新與刪除人員、公司、商機、任務等記錄,並管理清單
- 在清單之間匯入與匯出 CSV
- 尋找新的人員與公司,並為記錄補上電子郵件、電話與公司資訊
- 建立、編輯與執行工作流程,並透過已連結帳號寄送電子郵件與訊息
- 在已連結的應用程式(如 CRM、Slack 或外聯工具)中執行動作,並檢視工作區資訊、成員、檔案與技能
- 適用情境
- 適合希望助理直接在 Connie 的 CRM 資料與清單上作業、不必切換到 Connie 應用程式的情境,例如整理記錄、匯入活動或潛在客戶 CSV、豐富聯絡人資訊,以及建立與執行市場拓展工作流程。
- 執行需求
- 遠端伺服器,透過 Streamable HTTP 存取指定網址,無需在本機安裝。需要 Connie 帳號與至少一個工作區的成員身分,首次連線時需在瀏覽器完成 OAuth 2.0 登入與授權。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Connie,將其新增到工作區。
- 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
- 為需要使用其工具的對話啟用該服務。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
交給代理程式安裝
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/ai.connie%2Fconnie/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。其他 MCP 客戶端
把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。
{
"mcpServers": {
"connie": {
"type": "http",
"url": "https://mcp.connie.ai/"
}
}
}README
Connie MCP server
Connie is an AI workspace for go-to-market teams: a CRM, Lists, a multichannel inbox and workflow automation in one place. The Connie MCP server connects your AI assistant (GitHub Copilot in VS Code, Claude, ChatGPT, Cursor and any other MCP client) to your Connie workspace, so it can work with your Records, Lists and workflows using your own permissions.
This repository describes the server. The server itself is hosted by Connie; there is nothing to install or run locally.
- Server URL:
https://mcp.connie.ai - Transport: Streamable HTTP
- Authentication: OAuth 2.0 with automatic client registration
- Registry name:
ai.connie/connie - Full setup guide: https://connie.ai/docs/mcp
What it can do
The server exposes five tools:
Through use-tool, your assistant can reach:
- Records and Lists: search, read, create, update and delete People, Companies, Deals, Tasks and other Records, and manage Lists.
- CSV import and export into and out of your Lists.
- Lead search and enrichment: find new people and companies, and add details such as email addresses, phone numbers and company information to your Records.
- Workflows: build, edit and run them.
- Sending: email and messages from the accounts connected to your workspace.
- Connected apps: actions in the apps your workspace has connected, such as your CRM, Slack or outreach tools. These read from and write to those apps, outside your Connie workspace.
- Your workspace: workspace details, members, files and skills.
Scope, permissions and credits
- The server acts only in the Connie workspaces you are a member of, and every tool runs with your own permissions. A guest in a workspace cannot write through it.
- Actions in connected apps use the accounts connected to that workspace. A tool turned off in the workspace's AI tool settings cannot run through the server.
- Tools that enrich or research consume credits from the workspace's balance, as they do in the Connie app. Every result includes a
billingobject with the credits actually charged.
Setup
You need a Connie account (connie.ai) and membership of at least one workspace. The first time your client connects, your browser opens a Connie sign-in and consent screen; approve it and the client is connected.
VS Code (GitHub Copilot)
Add the server to .vscode/mcp.json in your project, or to your user configuration with MCP: Open User Configuration:
Start the server from the editor, complete the Connie sign-in when VS Code asks you to authenticate, then use Copilot Chat in agent mode.
Claude Code
Then run /mcp in Claude Code and select Connie to sign in.
Claude, ChatGPT and other clients
Add a custom connector or remote MCP server with the URL https://mcp.connie.ai and sign in when asked. Step-by-step instructions for Claude, ChatGPT, Codex, Cursor, Grok and other clients are in the setup guide.
Using it
Ask in plain language, for example:
- "List my Connie workspaces."
- "Find every company in the Warm Leads list without a website."
- "Import this CSV into a new List called Event Attendees."
- "Find the work email for the people in my Q4 Prospects list."
- "Create a workflow that adds new HubSpot contacts to my Inbound list."
Your assistant finds the right tool with search-tools, checks what it needs with get-tool, and runs it with use-tool.
Managing access
In Connie, open Connectors in the left sidebar and the MCP view. Each client you have authorized appears as a card; revoke one, or use Revoke all to disconnect a client everywhere. Revocation is checked on every request.
Privacy and support
- Lead search and enrichment can return personal contact details sourced from third-party business data providers and public sources. They are stored only in your workspace. See the Privacy Policy for where this information comes from and how someone can ask for it to be removed.
- Support: [email protected]
來源:README.md,提交 7d9b06b
工具
0版本歷史
2- v1.0.1最新Oct 6, 2026
- v1.0.0Sep 28, 2026
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