SmartAgent CRM

io.github.smartagent-ru由 GitHub 帳號 smartagent-ru 發布v1.1.0更新於 Oct 24, 2026

MCP server for SmartAgent CRM: leads, tasks, sales pipelines, property listings

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

SmartAgent 俄羅斯房地產 CRM 的託管 MCP 伺服器,讓助理讀取並修改潛在客戶、任務、交易、物件和備註。

可以做什麼
  • 搜尋、讀取、建立、更新和指派潛在客戶與客戶,並追蹤其狀態
  • 建立、改期、完成和篩選經紀人待辦事項與提醒
  • 推動交易在銷售流程各階段間移動,並檢視階段歷程
  • 搜尋房地產物件、讀取詳情並管理其在分類廣告平台的刊登
  • 新增備註、留言和附件,並使用已儲存的搜尋、標籤、建案、通話紀錄和公司報表
適用情境
適用於已在企業方案中使用 SmartAgent 的俄羅斯及獨立國協房地產仲介,希望用自然語言讓 AI 助理查詢和更新 CRM 資料。
執行需求
遠端 streamable HTTP 端點,無需安裝。需要 SmartAgent 企業方案,以及在 CRM 的「選單 → API 金鑰」中建立的 API 金鑰,透過 Authorization 標頭(Bearer 前綴可省略)或 X-Api-Key 傳送。不支援遠端伺服器的用戶端需改用 npx mcp-remote。介面、工具說明和回傳資料皆為俄文。
安裝前請注意
API 金鑰承襲所屬帳號的權限,可存取公司 CRM 資料,應像密碼一樣保管,不要提交到儲存庫或貼到共用聊天中,外洩後應立即撤銷。助理不只可讀取,還能修改 CRM 紀錄,因此只應交給可信任的用戶端。試用、免費或一般方案的 API 金鑰會被拒絕。屋主電話號碼受方案的電話查看額度限制。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 SmartAgent CRM,將其新增到工作區。
  2. 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。
  3. 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/io.github.smartagent-ru%2Fsmartagent/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。

檢視代理程式所依據的安裝指南

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": {
    "smartagent-crm": {
      "type": "http",
      "url": "https://mcp.smartagent.ru/"
    }
  }
}

README

[SmartAgent]

SmartAgent CRM — MCP Server

Connect your AI assistant to the SmartAgent real estate CRM.

smartagent.ru · Support · Privacy Policy


What is this?

SmartAgent is a CRM built specifically for real estate agencies. It handles the daily work of a brokerage: incoming leads, agent tasks, sales pipelines, property listings and their publication to classified portals, client notes, saved searches, and team management.

Note on audience: SmartAgent is a Russian-language product serving real estate agencies in Russia and the CIS. The CRM interface, tool descriptions and returned data are in Russian. This README is in English because MCP catalogs and clients are international — but if you are not a SmartAgent customer, this server will not be useful to you.

This repository publishes the MCP (Model Context Protocol) server manifest for SmartAgent. The server lets any MCP-compatible AI assistant — Claude Desktop, Claude Code, or your own agent — read and act on your CRM data on your behalf: find leads, create tasks, move deals through the pipeline, look up property listings, leave notes, and more.

Typical things you can ask your assistant once it's connected:

  • "What leads came in this week that nobody has called yet?"
  • "Create a follow-up task for tomorrow on this deal and leave a note about the call."
  • "Show me the two-bedroom listings we have in this district under 15M."
  • "Which deals are stuck in the 'viewing scheduled' stage for more than 10 days?"

This repository contains only the public manifest, icon and documentation. The CRM and the MCP server implementation are closed source and are not published here.

Server details

Endpointhttps://mcp.smartagent.ru/
TransportStreamable HTTP (MCP revision 2025-06-18)
AuthenticationAPI key, sent as a header
Tools available200+
HostingFully hosted by SmartAgent — nothing to install or self-host
AccessSmartAgent corporate plan only

Access and limits

MCP access is part of the SmartAgent corporate plan. Keys issued on trial, free or regular plans are rejected with 403.

LimitValue
Requests60 per minute, 1,000 per hour, 5,000 per day (per company)
Listing records returned50,000 per day (per company)
Owner phone numberswithin the phone-reveal limit of your plan

To get the corporate plan, contact us (see Support & contacts).

Getting an API key

  1. Log in to your SmartAgent account at smartagent.ru (the company must be on the corporate plan).
  2. Open Menu → API keys in the CRM.
  3. Create a key and copy it. It looks like sa_mcp_ followed by 64 hex characters.

The key carries the permissions of the account it belongs to and gives access to your company's CRM data — treat it like a password. Don't commit it to a repository, don't paste it into shared chats, and revoke it in the same screen if it leaks.

Connecting your MCP client

The server is remote — there is nothing to install. Point your client at the URL and pass the key in the Authorization header.

Claude Desktop / Claude Code

Add this to your MCP client configuration (for Claude Desktop: claude_desktop_config.json):

json
{  "mcpServers": {    "smartagent": {      "type": "http",      "url": "https://mcp.smartagent.ru/",      "headers": {        "Authorization": "Bearer sa_mcp_YOUR_KEY_HERE"      }    }  }}

Restart the client afterwards. The SmartAgent tools should then appear in the tool list.

Clients without native remote-server support

If your client can only launch local (stdio) servers, bridge to the remote endpoint with mcp-remote:

json
{  "mcpServers": {    "smartagent": {      "command": "npx",      "args": [        "-y", "mcp-remote",        "https://mcp.smartagent.ru/",        "--header", "Authorization: Bearer sa_mcp_YOUR_KEY_HERE"      ]    }  }}

Authentication notes

The API key is accepted in any of these forms:

HeaderValue
AuthorizationBearer sa_mcp_...
Authorizationsa_mcp_... (the Bearer prefix is optional)
X-Api-Keysa_mcp_...

Use whichever your client supports. Authorization: Bearer ... is the recommended default.

What the tools cover

200+ tools, grouped by the CRM entity they work with:

CategoryWhat it covers
LeadsIncoming leads and clients — search, read, create, update, assign, track status
TasksAgent to-dos and reminders — create, reschedule, complete, filter by assignee and due date
Sales pipelinesDeals and their stages — move deals along the funnel, inspect stage history
Property listingsReal estate objects and their classified ads — search the base, read details, manage publication
Notes & attachmentsComments, call notes and files attached to leads, deals and listings
Saved searchesClient search requests stored in the CRM and matching against the property base
Tags & labelsCategorising and filtering records with the company's own labels
Buildings & callsBuilding/complex lookups and call records linked to leads
Ad platformsPublishing and syndication settings for listings across classified portals (Avito, CIAN, etc.)
ReportsAggregated CRM reports (e.g. competitor counts for a listing)
Company & employeesCompany profile, team members, roles and assignment

Tool names and parameters are discovered automatically by your MCP client via tools/list — there is nothing to memorise. Each tool is described in Russian, matching the CRM's own terminology.

Security & privacy

  • Access is scoped to the account that issued the API key: the assistant sees your company's data and nothing else.
  • Keys can be revoked at any time in Menu → API keys.
  • Data handling is covered by our Privacy Policy.
  • Give the key only to AI clients you trust — an assistant with this key can modify CRM records, not just read them.

Support & contacts

We answer in Russian and English.

Channel
🌐 Websitesmartagent.ru
✉️ Email[email protected]
☎️ Phone+7 (495) 988-93-91
💬 WhatsApp+7 (495) 988-93-91
✈️ Telegram support bot@SmartAgentSupportBot
📣 Telegram channel@SmartAgent_ru
🅜 MAX support botmax.ru/id7725737972_bot

Found a bug in the MCP server or want a tool that doesn't exist yet? Open an issue in this repository or write to [email protected].

License

The contents of this repository (manifest, icon, documentation) are released under the MIT License. The SmartAgent CRM and the MCP server implementation itself are proprietary and are not covered by this license.


© 2026 SmartAgent · smartagent.ru · Privacy Policy

來源:README.md,提交 fa0e056

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版本歷史

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  1. v1.1.0最新Sep 18, 2026

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