关于 Conduyt CRM
Conduyt CRM 是供 AI Agent 操作 Conduyt 账户的 MCP 服务,工具覆盖 CRM 记录、沟通、自动化与报告,并通过 API 密钥权限控制访问。
主要功能
- 01管理联系人、公司、交易和销售管道
- 02创建及更新任务与自动化
- 03处理消息、通话和预约
- 04构建仪表板并运行报告
- 05查看 API 密钥权限和接口目录
适用场景
- 01通过 AI Agent 更新 CRM 记录
- 02检查销售管道和跟进任务
- 03发送消息并查看通话活动
- 04创建报告并监测 CRM 指标
MCP 相关
通过工具向 MCP 客户端开放 Conduyt CRM 功能。服务在本地通过 stdio 运行并使用 Conduyt API 密钥;密钥等级和模块范围可限制访问。
配置
本地服务的配置在各客户端中通用,复制后粘贴到客户端的 MCP 配置文件即可。
工具
本地服务需要在你的电脑上运行后才能读取工具,维护者暂未提供工具列表。
详细介绍
Conduyt MCP 服务
适用于 Conduyt CRM 的官方 Model Context Protocol 服务。它可让 Claude、ChatGPT 及任何兼容 MCP 的 AI Agent 使用你的 Conduyt 账户,管理联系人、交易、销售管道、任务、自动化、消息、预订和报告。
- 产品页面:https://conduyt.com/mcp/
- npm 包:https://www.npmjs.com/package/conduyt-mcp
- API 文档:https://conduyt.app/docs
此仓库与已发布的 npm 包 conduyt-mcp(版本 4.71.0)保持一致,该包是权威来源。仓库包含编译后的服务,位于 dist/。
快速开始
你需要一个 Conduyt 账户和 API 密钥。前往 Conduyt 中的 设置 > API 密钥 创建密钥。密钥以 cdy_ 开头。
将 Conduyt 添加到 MCP 客户端配置中(Claude Desktop:claude_desktop_config.json;Claude Code:.mcp.json):
{
"mcpServers": {
"conduyt": {
"command": "npx",
"args": ["-y", "conduyt-mcp"],
"env": {
"CONDUYT_API_URL": "https://conduyt.app",
"CONDUYT_API_KEY": "cdy_your_key_here"
}
}
}
}
需要 Node.js 18 或更高版本。服务通过 stdio 在本地运行。
身份验证
每次工具调用都会使用你的 API 密钥。密钥支持三个权限级别:
- read:仅限 GET 请求
- write:GET、POST 和 PATCH
- admin:完全访问权限,包括 DELETE
作用域可限制为特定模块(联系人、交易、任务等)。Agent 只能执行密钥允许的操作;conduyt_check_permissions 会显示当前密钥的访问权限。
环境变量
| 变量 | 必填 | 描述 |
|---|---|---|
CONDUYT_API_URL | 是 | 基础 URL,https://conduyt.app |
CONDUYT_API_KEY | 是 | 以 cdy_ 开头的 API 密钥 |
CONDUYT_TIMEOUT_MS | 否 | 请求超时时间,单位为毫秒 |
CONDUYT_MAX_RESPONSE_BYTES | 否 | 工具结果的大小上限 |
工具
共 292 个工具,按模块分组。每个工具的说明和参数架构都会通过 MCP tools/list 调用提供给你的 Agent。使用 conduyt_api_catalog 发现底层 REST 端点。
- Account exports:
conduyt_scheduled_export_get_settings,conduyt_scheduled_export_update_settings,conduyt_account_exports_list - Activities:
conduyt_list_activities,conduyt_create_activity - Ai:
conduyt_ai_insights - Ai extended:
conduyt_ai_compose_email,conduyt_ai_enrich_contact,conduyt_ai_summarize_contact,conduyt_ai_chat,conduyt_ai_improve_email,conduyt_ai_deal_insights,conduyt_ai_conversation_intelligence,conduyt_ai_call_disposition,conduyt_ai_agenda,conduyt_ai_plan_actions,conduyt_ai_execute_actions,conduyt_reply_suggestion,conduyt_reply_suggestion_decide,conduyt_ai_daily_brief,conduyt_ai_next_actions,conduyt_ai_feed,conduyt_ai_usage,conduyt_ai_task_import_and_enroll,conduyt_ai_task_segment_and_act,conduyt_ai_task_pipeline_cleanup - Automations:
conduyt_list_automations,conduyt_get_automation,conduyt_create_automation,conduyt_update_automation,conduyt_publish_automation,conduyt_resolve_names - Batch operations:
conduyt_create_batch_operation,conduyt_list_batch_operations,conduyt_get_batch_operation,conduyt_cancel_batch_operation - Booking pages:
conduyt_list_booking_pages,conduyt_get_booking_page,conduyt_create_booking_page,conduyt_update_booking_page - Bulk:
conduyt_ai_import_contacts,conduyt_export_contacts,conduyt_export_deals,conduyt_bulk_tag_contacts,conduyt_bulk_untag_contacts,conduyt_bulk_edit_contacts,conduyt_bulk_update_contacts,conduyt_bulk_delete_contacts,conduyt_bulk_delete_contacts_matching,conduyt_bulk_dnc_contacts,conduyt_bulk_edit_deals,conduyt_bulk_update_deals,conduyt_import_preflight - Calendar:
conduyt_list_calendars,conduyt_list_appointments,conduyt_get_appointment,conduyt_create_appointment,conduyt_update_appointment,conduyt_appointment_outcome,conduyt_appointment_outcome_undo - Call flows:
conduyt_list_call_flows,conduyt_get_call_flow,conduyt_create_call_flow,conduyt_update_call_flow,conduyt_delete_call_flow,conduyt_validate_call_flow,conduyt_publish_call_flow,conduyt_unpublish_call_flow,conduyt_simulate_call_flow,conduyt_call_flow_roster,conduyt_list_ring_groups,conduyt_get_ring_group,conduyt_create_ring_group,conduyt_update_ring_group,conduyt_delete_ring_group,conduyt_release_ring_group_number,conduyt_list_call_flow_numbers,conduyt_get_call_flow_wiring,conduyt_wire_call_flow_number,conduyt_release_call_flow_tombstone,conduyt_upload_call_flow_audio,conduyt_list_call_flow_functions,conduyt_create_call_flow_function,conduyt_update_call_flow_function,conduyt_delete_call_flow_function,conduyt_test_call_flow_function - Calls:
conduyt_list_calls,conduyt_get_call,conduyt_get_post_call_insight,conduyt_sync_local_presence - Companies:
conduyt_list_companies,conduyt_get_company,conduyt_create_company,conduyt_update_company - Contacts:
conduyt_list_contacts,conduyt_get_contact,conduyt_create_contact,conduyt_update_contact,conduyt_delete_contact,conduyt_add_tags,conduyt_link_contact_to_deal,conduyt_verify_line_type - Custom fields:
conduyt_list_custom_fields,conduyt_create_custom_field,conduyt_update_custom_field,conduyt_delete_custom_field,conduyt_get_contact_table_defaults,conduyt_set_contact_table_defaults - Dashboard:
conduyt_dashboard - Dashboards:
conduyt_list_dashboards,conduyt_create_dashboard,conduyt_get_dashboard,conduyt_update_dashboard,conduyt_delete_dashboard,conduyt_add_dashboard_tile,conduyt_update_dashboard_tile,conduyt_remove_dashboard_tile,conduyt_run_dashboard - Deals:
conduyt_list_deals,conduyt_get_deal,conduyt_create_deal,conduyt_update_deal,conduyt_delete_deal,conduyt_import_deals,conduyt_add_deal_tags,conduyt_list_deal_views - Dialer settings:
conduyt_get_dialer_settings,conduyt_update_dialer_settings,conduyt_get_call_recording_settings,conduyt_update_call_recording_settings - Discovery:
conduyt_api_catalog,conduyt_check_permissions,conduyt_search,conduyt_mcp_coverage - Dnc:
conduyt_list_dnc,conduyt_add_dnc,conduyt_remove_dnc - Drip campaigns:
conduyt_list_drip_campaigns,conduyt_get_drip_campaign,conduyt_create_drip_campaign,conduyt_update_drip_campaign,conduyt_list_drip_enrollments,conduyt_batch_pause_enrollments,conduyt_batch_resume_enrollments,conduyt_batch_stop_enrollments,conduyt_cancel_drip_enrollment_barrier - Forms:
conduyt_list_forms,conduyt_get_form,conduyt_create_form,conduyt_list_form_submissions - Fromk:
conduyt_fromk_status,conduyt_fromk_lines,conduyt_fromk_connect,conduyt_fromk_webhook_secret - Invoices:
conduyt_list_invoices,conduyt_get_invoice,conduyt_create_invoice,conduyt_update_invoice,conduyt_send_invoice - Lead pool:
conduyt_list_pool_filter_sets,conduyt_create_pool_filter_set,conduyt_update_pool_filter_set,conduyt_delete_pool_filter_set,conduyt_get_lead_pool_settings,conduyt_update_lead_pool_settings,conduyt_list_up_for_grabs - Lifecycle:
conduyt_get_lifecycle_settings,conduyt_update_intake_deals,conduyt_update_deal_working_mode,conduyt_update_lost_propagation,conduyt_update_disposition_status_map,conduyt_get_agent_statuses,conduyt_update_agent_statuses,conduyt_update_master_statuses - Messaging:
conduyt_sms_transports,conduyt_whatsapp_templates,conduyt_voice_drop,conduyt_send_sms,conduyt_send_email,conduyt_get_conversation,conduyt_list_messages,conduyt_sms_delivery_report,conduyt_sms_drip_conversion_report,conduyt_speed_to_lead_report,conduyt_attribution_report,conduyt_agent_performance_report,conduyt_list_targets,conduyt_set_targets,conduyt_call_performance_report,conduyt_appointment_report,conduyt_funnel_report - Notifications:
conduyt_list_notifications,conduyt_create_notification - Pipelines:
conduyt_list_pipelines,conduyt_create_pipeline,conduyt_update_pipeline,conduyt_delete_pipeline,conduyt_create_stage,conduyt_update_stage,conduyt_delete_stage - Privacy:
conduyt_export_contact_data,conduyt_forget_contact - Products:
conduyt_list_products,conduyt_get_product,conduyt_create_product,conduyt_update_product - Project blue:
conduyt_project_blue_status,conduyt_project_blue_lines,conduyt_project_blue_assign_line,conduyt_project_blue_voice_status,conduyt_project_blue_voice_connect - Reply capture:
conduyt_reply_capture_get,conduyt_reply_capture_setup,conduyt_reply_capture_verify,conduyt_reply_capture_remove - Reports:
conduyt_report_fields,conduyt_list_reports,conduyt_create_report,conduyt_run_report,conduyt_preview_report,conduyt_update_report,conduyt_export_report,conduyt_list_report_schedules,conduyt_create_report_schedule,conduyt_update_report_schedule,conduyt_delete_report_schedule,conduyt_send_report_schedule_now,conduyt_report_schedule_deliveries - Saved filters:
conduyt_list_saved_filters,conduyt_create_saved_filter,conduyt_update_saved_filter,conduyt_delete_saved_filter - Scoring:
conduyt_list_scoring_rules,conduyt_create_scoring_rule,conduyt_update_scoring_rule,conduyt_delete_scoring_rule,conduyt_recalculate_scores - Sequences:
conduyt_list_sequences,conduyt_get_sequence,conduyt_create_sequence,conduyt_enroll_in_sequence,conduyt_unenroll_from_sequence - Smart lists:
conduyt_list_smart_lists,conduyt_get_smart_list,conduyt_create_smart_list,conduyt_update_smart_list,conduyt_add_contacts_to_smart_list,conduyt_get_smart_list_contacts - Smart views:
conduyt_list_smart_views,conduyt_update_smart_view_dialing,conduyt_get_smart_dialing_order,conduyt_set_smart_dialing_order,conduyt_set_smart_view_audience,conduyt_reorder_smart_views,conduyt_move_smart_view - Tags:
conduyt_list_tags,conduyt_create_tag,conduyt_update_tag,conduyt_delete_tag,conduyt_merge_tags - Tasks:
conduyt_list_tasks,conduyt_create_task,conduyt_get_task,conduyt_update_task,conduyt_complete_task,conduyt_delete_task - Templates:
conduyt_list_templates,conduyt_get_template,conduyt_create_template,conduyt_update_template - Users:
conduyt_list_users,conduyt_get_user,conduyt_create_user,conduyt_update_user,conduyt_get_user_stats,conduyt_invite_user,conduyt_deactivate_user,conduyt_reactivate_user - Webhooks:
conduyt_list_webhooks,conduyt_create_webhook,conduyt_update_webhook,conduyt_delete_webhook,conduyt_cancel_webhook_log - Whatsapp:
conduyt_whatsapp_status,conduyt_whatsapp_senders,conduyt_whatsapp_connect - Workflow sandbox:
conduyt_workflow_validate,conduyt_workflow_simulate,conduyt_workflow_promote - Zoom:
conduyt_zoom_status,conduyt_zoom_connect,conduyt_zoom_test
有疑问?
欢迎在 GitHub 讨论区提问。欢迎提出设置问题、工具需求和想法,回答也会保留,方便后来者搜索。
如需账号或账单方面的帮助,请通过 https://conduyt.com/contact/ 联系 Conduyt。
许可证
MIT
评论
一个开放协议,规定了 AI 应用如何以统一方式连接外部工具与数据源。客户端负责与模型对话,MCP 服务负责提供工具、资源和提示模板,两者通过标准消息通信,同一个服务可以被不同客户端复用。