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Conduyt CRM

Conduyt CRM

本地服务
conduyt.com商业与营销04 周前更新

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

  1. 01管理联系人、公司、交易和销售管道
  2. 02创建及更新任务与自动化
  3. 03处理消息、通话和预约
  4. 04构建仪表板并运行报告
  5. 05查看 API 密钥权限和接口目录

适用场景

  1. 01通过 AI Agent 更新 CRM 记录
  2. 02检查销售管道和跟进任务
  3. 03发送消息并查看通话活动
  4. 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。

mcp.json · 通用配置
{
"mcpServers": {
"com-conduyt": {
"command": "npx",
"args": [
"-y",
"conduyt-mcp"
],
"env": {
"CONDUYT_API_KEY": "<CONDUYT_API_KEY>",
"CONDUYT_API_URL": "<CONDUYT_API_URL>"
}
}
}
}
启动命令npx -y conduyt-mcp
需要配置的环境变量
CONDUYT_API_KEY密钥Conduyt API key (starts with cdy_), created in Settings
CONDUYT_API_URLConduyt API base URL

本地服务需要在你的电脑上安装运行环境(如 Node.js 18+)。各客户端的配置文件位置不同,请参考客户端文档。

安装包
npmconduyt-mcp4.102.0

工具

还没有获取到工具列表

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。

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

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第一次接触 MCP?

从协议是什么,到在客户端里装上第一个服务,这几条回答覆盖了大多数入门问题。

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。