Obriym CRM

它能帮你做什么

我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。

• 连接方式: 在云端运行
• 传输方式: Streamable HTTP
• 分类: 营销与社交媒体

安装

选择你使用的 AI 应用，然后复制设置。

你需要

• 在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

https://obriym-crm.com/api/mcp

claude mcp add --transport http obriym-crm https://obriym-crm.com/api/mcp

{
  "mcpServers": {
    "obriym-crm": {
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}

{
  "servers": {
    "obriym-crm": {
      "type": "http",
      "url": "https://obriym-crm.com/api/mcp"
    }
  }
}

https://obriym-crm.com/api/mcp

你的选择通过 Cookie 保存在这台设备上，无需账户。

这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同，请以 README 为准。

它能做什么

工具名称和描述与服务器在 2026年11月7日 报告的完全一致。这些内容由作者撰写，不是我们写的；我们以纯文本形式显示。

• search_leads

  List and search this workspace's leads, filtered by text/status/source/created-date/stale and paginated. Returns summary rows (id, name, contact, company, status, source, assignee, tags, next-action, isStale, timestamps) plus pagination { page, perPage, total }, newest first. Use

• get_lead

  Fetch one CRM lead in the selected workspace by lead id, including status, source, assignee, tags, custom fields, score, notes and next action. Use search_leads first when you only know a name, email, phone or company.

• list_conversations

  List customer conversations across every connected channel (Instagram, Messenger, WhatsApp and comments, Telegram, OLX, Prom, eBay, Threads replies, the B2B portal, buyer order pages …). One row per lead and channel, newest first: { leadId, leadName, channel, lastMessageAt, lastM

• get_lead_conversation

  Read one lead's customer messages, oldest to newest: { at, channel, direction (inbound = from the customer, outbound = sent by the business), text (up to 2000 characters; truncated is true when cut), media ({ kind, contentType, name } or null — the file itself is never returned)

• search_deals

  List and search pipeline deals, filtered by stage/owner/company/contact/stale and paginated. Returns summary rows (id, title, stage, amount, probability, owner, company, contact, next-action, isStale) plus pagination { page, perPage, total }. Use get_deal to fetch one deal's full

• get_deal

  Fetch one pipeline deal in the selected workspace by deal id, including stage, value, probability and linked company/contact data when present. Use search_deals first when you only know the title or related customer.

• list_orders

  List this workspace's orders, filtered by status/customer/created-date and paginated. Returns summary rows (externalId, status, currency, totalAmount, itemCount, timestamps) plus pagination { page, perPage, total }, newest first. Use get_order to fetch one order's full detail (li

• get_order

  Fetch full order detail in the selected workspace by externalId, including line items, payments, shipments and returns. Use list_orders first when you only know the customer or date.

• search_products

  List and search active catalog products, filtered by category/brand/collection/model (productGroupId — the other colours and sizes of one model)/size/color/price/stock/tag/type, or by supplier and the supplier's last stock report (supplierId, supplierStock), sorted by name, price

• get_product

  Fetch one catalog product in the selected workspace by product id or SKU — returned in any status (draft, active, or archived; check the status field) — with every catalog field: prices, cost, stock and trackInventory, availability, variant fields, all attributes (characteristics

• get_dashboard_overview

  Return the operational 'what needs attention today' snapshot for this workspace: active/qualified/stale lead counts, pipeline value, weighted forecast and overdue activities. Takes no arguments. Use get_report for period trend analytics instead.

• get_report

  Return one aggregated analytics report over a period for this workspace, selected by the report parameter: lead_source_conversion, pipeline_velocity, team_performance, revenue_trend, product_sales (units, revenue and gross margin per brand/category/SKU) or stock_valuation (units

• search_contacts

  List and search this workspace's contacts, filtered by company/owner/tag, sorted and paginated. Returns summary rows (id, firstName, lastName, email, phone, jobTitle, company, owner, tags) plus pagination { page, perPage, total }. Use get_contact to fetch one contact's full detai

• get_contact

  Fetch one CRM contact in the selected workspace by contact id, including company, owner, tags and communication fields when present. Use search_contacts first when you only know a name, email or phone.

• search_companies

  List and search this workspace's companies, filtered by industry/status/owner, sorted and paginated. Returns summary rows (id, name, industry, size, status, owner, contactCount) plus pagination { page, perPage, total }. Use get_company to fetch one company's full detail by id.

• get_company

  Fetch one CRM company in the selected workspace by company id, including status, industry, owner and contact links when present. Use search_companies first when you only know the company name.

• list_activities

  List this workspace's activities (tasks, calls, meetings, emails, notes), filtered by type/assignee/overdue/completion/linked-entity and paginated. Returns summary rows (id, type, title, priority, dueDate, completed, assignee, linked lead/contact/company/deal, isOverdue) plus pag

• get_activity

  Fetch one CRM activity in the selected workspace by activity id, including type, due date, completion state, assignee and linked entity. Use list_activities first when you only know the related lead/deal/contact.

• list_customers

  List CRM customers: companies that bought — a purchase order (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal that never became an order. Filter by health, lifetime-value bucket, owner, name search or minimum won deals; sorted b

• get_customer

  Fetch one CRM customer summary in the selected workspace by company id: a company that bought (a purchase order — processing, ready to ship, shipped, delivered or refunded, or with a settled payment — or a won deal that never became an order). Returns health, lifetimeValue (compl

• list_people_customers

  List people (CRM contacts) who bought without a company — shop buyers: a purchase order without a company (processing, ready to ship, shipped, delivered or refunded, or with a settled payment) or a won deal of theirs without a company that never became an order. A company's purch

• get_person_customer

  Fetch one person who bought without a company, by contact id: health, lifetimeValue (completed-order revenue plus won deals without an order), purchases, repeat, firstPurchaseAt, lastPurchaseAt and contact details. Read-only; a contact who never bought without a company is not fo

• list_categories

  List this workspace catalog categories as a flat array, each with id, name, slug, parentId (null for a root category), description, googleProductCategory, imageUrl, translations and marketplaceCategories (the Prom, Rozetka, OLX, Amazon and Google Merchant category ids already lin

• get_category

  Fetch one catalog category by id: name, slug, parent, description, image, translations, the linked marketplace category ids (marketplaceCategories: Prom, Rozetka, OLX, Amazon, Google Merchant, each { id, label } or null), its direct subcategories (children), and productCount and

• search_marketplace_categories

  Find the category id a marketplace uses, to link it to a catalog category. Read-only. Pass the platform (prom, rozetka, olx, amazon, google_merchant or etsy) and a query, or for OLX, Rozetka and Etsy a parentId to browse one level of the tree (no query and no parentId lists the t

• list_brands

  List this workspace catalog brands with id, name, description and website. Use a brand id here as the brandId for create_product/update_product, or as the search_products brand filter.

• list_warehouses

  List this workspace warehouses with id, name, description, phone, address (the street line), country (ISO code), city, postalCode, workingHours (free text) and pickupEnabled (whether the warehouse is offered as a self-pickup point). A product lives in at most one warehouse, and t

• list_marketplaces

  List every marketplace connected to this workspace with its setup state, health, last activity, any current sync error with `problem` (its kind, whether a person must reconnect the account, and what to do), orders revenue per currency, leads, product counts on the channel and how

• get_marketplace

  Fetch one connected marketplace in detail: every adapter on it with its setup state, last poll, last poll error, last catalog-sync outcome (`sync`, whose `lastSuccessAt` is the last run without a connection error — it survives failures, so it says how long a channel has been brok

• list_channel_products

  List the products that are on one marketplace, with each listing external id, what the marketplace last reported about it (`presence`, valid only when `observedAt` is set — null `observedAt` means the marketplace has never been asked about that listing, not that it is absent; Pro

• check_channel_readiness

  Check locally which products a marketplace will refuse and why — missing price, unusable price, blank name, unmapped category — grouped by what fixes them, without calling the marketplace. The response separates `blocked` (these products do NOT go out) from `warnings` (these DO g

• get_workspace_info

  Show which account and workspace this connection operates: signed-in name/email (OAuth only), workspace name, plan, connection type and granted scopes — and the server itself: its version and every tool it has now (server.tools), with how to refresh an AI app whose tool list is o

• get_obriym_product_facts

  Read-only facts about Obriym CRM itself: approved marketing claims, conditions, limitations, review sources, plan prices/limits and integration scenarios/readiness with beta caveats; no customer data or external calls, and implementation review does not establish workspace config

• create_lead

  Create a lead. Idempotent by externalId (re-sending the same externalId returns the existing lead). Requires an email or phone. Enforces the workspace plan limit; the result echoes the workspace it landed in. Use update_lead to change it afterward.

• update_lead

  Update fields on an existing lead by id. Provide a patch with at least one field. Use search_leads first to find the lead id. The result echoes the operating workspace.

• create_deal

  Create a pipeline deal. Requires a stageId, title, and next-action note. Use list_pipeline_stages for the stageId, and search_companies/search_contacts to link a company or contact. Enforces the workspace plan limit; the result echoes the operating workspace.

• create_activity

  Create an activity (task, call, meeting, email, or note). Must link to at least one lead, contact, company, or deal — use search_leads/search_contacts/search_companies/search_deals to get the entity id. The result echoes the operating workspace.

• update_order_status

  Move an order to a new status by externalId. Only valid transitions from the current status are allowed. Use list_orders to find the externalId and get_order to see the current status. The result echoes the operating workspace.

• create_contact

  Create a contact (person). Use search_companies for the companyId to link an employer. Enforces the workspace plan limit and validates the company/owner links; the result echoes the operating workspace.

• update_contact

  Update fields on a contact by id. Provide a patch with at least one field. Use search_contacts first to find the contact id. The result echoes the operating workspace.

• create_company

  Create a company (B2B account). The company name must be unique in the workspace. representationState is explicitly declared (unspecified, works_alone, or has_representatives), never inferred from contacts; an individual always uses unspecified. Enforces the workspace plan limit;

• update_company

  Update fields on a company by id. Provide a patch with at least one field. representationState is explicit and never inferred from contacts. primaryContactId can select an existing contact already linked to this same non-individual company; send null to clear it. Use search_compa

• complete_activity

  Mark an activity (task, call, or meeting) as completed by its id. Use list_activities first to find the activity id. The result echoes the operating workspace.

• convert_lead

  Convert a lead into a contact, company, and/or deal (select at least one via the input flags). Sets the lead status to converted. Use search_leads first to find the lead id. The result echoes the operating workspace.

• assign_lead

  Assign a lead to a workspace member by user id, or pass assignedTo=null to unassign. Use search_leads to find the lead id and get_workspace_info to confirm the operating workspace. The result echoes the operating workspace.

• transition_deal

  Move a deal to a pipeline stage by its id. Closed-lost stages require a lostReason. Use search_deals for the deal id and list_pipeline_stages for the target stageId. The result echoes the operating workspace.

• quote_order_promotion

  Validate a known promo code against trusted cart prices, currency and buyer facts. Returns the CRM-calculated discount, net order total and delivery terms without creating an order or reserving a use. The code must be enabled for this connection's source; a personal or capture co

• create_order

  Create an order with line items. Currency is required: use trusted source facts or CRM product prices; never guess or convert. Idempotent by externalId: re-sending the same request returns the existing order. Counts toward the plan's monthly order limit (403 PLAN_LIMIT_EXCEEDED w

• add_order_item

  Add a line item to an existing order by its externalId. Recomputes the order total. Only allowed while the order is pending or confirmed; on any other status (processing and later, cancelled, refunded) it fails with 409 CONFLICT "Order lines can only be changed while the order is

• update_order_item

  Update a line item on an order (quantity, unit price, discount, name, or SKU). Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed" (stock i

• remove_order_item

  Remove a line item from an order. Recomputes the order total. Only allowed while the order is pending or confirmed; otherwise it fails with 409 CONFLICT "Order lines can only be changed while the order is pending or confirmed". Use get_order to find the order's externalId and the

• create_product

  Create a catalog product. Defaults to draft status — publish it by sending status 'active' once it is complete. Use list_categories, list_brands and list_warehouses for the ids; SKU is generated when omitted and must be unique in the workspace. Set trackInventory with an opening

• update_product

  Update fields on an existing catalog product by id — including status, to publish a draft or archive a product. Provide a patch with at least one field; use get_product first to see the current values. A changed stock number is applied as a relative movement and recorded in the p

• create_category

  Create a catalog category, optionally nested under an existing one, with optional description and per-language translations. The slug is normalized to Latin whatever is sent. The parent must exist in this workspace, and a name already used under the same parent is rejected, so ca

• update_category

  Update fields on an existing catalog category by id: name, parent, slug, description, Google category, marketplaceCategories and translations. Provide a patch with at least one field; use list_categories first to find the id and current values. The slug is normalized to Latin. Th

• delete_category

  Permanently delete ONE catalog category by id. Its products are NOT deleted but lose this category (so they also drop out of marketplace feeds that require a category); its subcategories move to the top level; its translations and linked marketplace category ids are removed. NOT

• create_brand

  Create a catalog brand with optional description, website and per-language description translations. The brand NAME is never translated: marketplaces match the vendor name verbatim, so send it exactly as the vendor is known. The slug is normalized to Latin. A name already used in

• update_brand

  Update fields on an existing catalog brand by id: name, slug, description, website and description translations. Provide a patch with at least one field; use list_brands first to find the id and current values. Renaming a brand changes the vendor name sent to marketplaces, so ren

• adjust_stock

  Move a product stock by a relative delta (negative to write off, positive to add) with a reason, and record it in the stock history. This is the correct tool for a correction, a write-off or damage — it never sets an absolute number, so an order committing at the same moment is n

• list_pipeline_stages

  List this workspace's pipeline stages in order, with each stage's id, name, kind, default probability, WIP limit and position. Use configure_pipeline to change a stage, and the stage id here as the stageId for create_deal / transition_deal.

基础检查i

我们检查的是任何人都能看到的信息；我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月8日

• ! 注意

  作者与仓库一致

  注册中心没有列出源代码仓库，因此无法将发布者（obriym-crm.com）与代码对应起来

• … 尚未检查

  仍在维护

  我们还没有从 GitHub 读取这个仓库

• … 尚未检查

  有许可证

  我们还没有从 GitHub 读取这个仓库

• ✓ 通过

  端点有响应

  在 947 毫秒内响应（HTTP 200）

• – 不适用

  使用 OAuth 登录

  无需登录

• ✓ 通过

  工具描述中没有隐藏指令

  已读取 60 个工具描述，未发现针对 AI 的隐藏指令

与“营销与社交媒体”中的其他服务器比较i

• 星标数多于此分类中其他 3579 个服务器的 0%
• 发布到注册中心的时间比此分类中其他 3579 个服务器的 100% 更新
• 基础检查结果等于或优于此分类中其他 3579 个服务器的 50%

与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时，星标数才计入。

替代选择

同一分类中其他作者的服务器，按星标数排序。

如何看卡片：★ GitHub 星标i三大支柱：评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i

作者的 README

仓库中没有找到 README