客户关系管理MCP服务器

# Install globally
npm install -g @artik0din/mcp-client-portal

# Or run directly with npx
npx @artik0din/mcp-client-portal

# Add your first client
add_client name="John Doe" email="john@example.com" company="Acme Corp" status="prospect" tags=["enterprise", "priority"]

# List all clients
list_clients

# Search for a client
search_clients query="john"

{
  "mcpServers": {
    "client-portal": {
      "command": "npx",
      "args": ["@artik0din/mcp-client-portal"]
    }
  }
}

# Add a new client
add_client name="Sarah Johnson" email="sarah@techstart.io" company="TechStart Inc" phone="+1-555-0123" status="active" tags=["startup", "tech"]

# List active clients only
list_clients status="active"

# List clients with a specific tag
list_clients tag="enterprise"

# Update client status
update_client client_id="123-abc" status="churned"

# Search clients by company
search_clients query="TechStart"

# Add a simple note
add_client_note client_id="123-abc" content="Discussed Q4 requirements. Very interested in enterprise plan."

# Log a phone call
add_client_note client_id="123-abc" type="call" subject="Q4 Planning Call" content="45-minute call about scaling infrastructure. Next steps: send proposal by Friday." author="John Smith"

# Log an email interaction
add_client_note client_id="123-abc" type="email" subject="Proposal Follow-up" content="Sent detailed proposal. Waiting for feedback from technical team."

# Add a meeting with custom date
add_client_note client_id="123-abc" type="meeting" subject="Contract Negotiation" content="Discussed terms and pricing. Agreed on 10% discount for annual plan." date="2024-01-15T14:30:00Z"

# List all interactions for a client
list_client_interactions client_id="123-abc"

# List only phone calls
list_client_interactions client_id="123-abc" type="call"

# Get complete client profile
get_client client_id="123-abc"

# Find all prospects that need follow-up
list_clients status="prospect"

# Track high-value clients
list_clients tag="enterprise"

# Search across all fields
search_clients query="startup"

{
  "id": "unique-client-id",
  "name": "Client Name",
  "company": "Company Inc",
  "email": "client@company.com",
  "phone": "+1-555-0123",
  "status": "active",
  "tags": ["enterprise", "priority"],
  "notes": [
    {
      "id": "note-id",
      "content": "Note content",
      "author": "Your Name",
      "createdAt": "2024-01-15T10:30:00Z"
    }
  ],
  "interactions": [
    {
      "id": "interaction-id",
      "type": "call",
      "subject": "Q4 Planning",
      "summary": "Discussed requirements...",
      "date": "2024-01-15T14:00:00Z",
      "createdAt": "2024-01-15T14:05:00Z"
    }
  ]
}

# Clone and setup
git clone https://github.com/artik0din/mcp-client-portal.git
cd mcp-client-portal
npm install

# Development mode
npm run dev

# Build for production
npm run build