EspoCRM

EspoCRM

EspoCRM open-source CRM: accounts, contacts, leads, opportunities, cases, calls, meetings and tasks, plus a generic entity route for custom entities. API-key auth against your own instance.

7 天免费 · 无需信用卡 · EU 托管

问 EspoCRM 任何事

通过 AnythingMCP 对 EspoCRM 试一个真实提示 — Claude 调用工具并返回答案。在你的消息上按 Enter 即可在 Cloud 安装。

在 Cloud 上安装 EspoCRM
EspoCRM · 通过 MCP 实时
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Opus 4.7

Claude 是 AI,可能会出错。请核对回答。

2 分钟设置

  1. 1在 cloud.anythingmcp.com 开始免费试用。
  2. 2在连接器商店点击 EspoCRM。提示时粘贴凭据。
  3. 3生成 MCP API 密钥,将 AI 客户端指向生成的 MCP URL。
立即安装 EspoCRM

EspoCRM 指南

面向主流 AI 客户端的逐步设置。

配置 EspoCRM

直接来自连接器定义:在哪里获取凭据、需要哪些权限,以及该适配器调用的是哪个 API。 由连接器作者以英文提供。

Getting a key

  1. In EspoCRM go to Administration → API Users and create an API user. Choose API Key authentication (not HMAC — this adapter sends the plain key).
  2. Assign a role that grants read access to the entities the agent should see. EspoCRM enforces roles per entity and per field, so a restricted role produces fewer rows and fewer columns rather than an error.
  3. Copy the generated key into ESPOCRM_API_KEY and set ESPOCRM_URL to your instance root (no trailing slash, no /api/v1).

The header is X-Api-Key.

One route shape for every entity. /api/v1/{entityType} lists, /api/v1/{entityType}/{id} reads one. That covers Account, Contact, Lead, Opportunity, Case, Call, Meeting, Task and any custom entity your instance defines — which is why espocrm_list_entities takes the entity type as a parameter.

where is an indexed array, which is awkward and worth reading once. EspoCRM expects where[0][type]=equals&where[0][attribute]=status&where[0][value]=New. Types include equals, notEquals, contains, startsWith, greaterThan, lessThan, between, isNull, isNotNull, linkedWith, today, lastXDays. The list tools below expose the first where clause directly, which covers most questions; for anything compound, EspoCRM's own documentation has the full grammar.

select keeps responses small. Without it EspoCRM returns every readable attribute, which for an Account with custom fields is a lot.

Order is orderBy plus order (asc/desc), not a single expression.

Self-hosted, which is the thing to plan for.

  • On AnythingMCP Cloud the instance must be reachable from the public internet on a real hostname with a valid TLS certificate. A self-signed certificate will fail: the connector offers no trust-anything switch.
  • On an internal host (crm.intern, 10.0.0.x), self-host AnythingMCP on the same network and add that host to SSRF_ALLOWED_HOSTS, or the outbound guard refuses the call before it is made.

你的 AI 距离 EspoCRM 仅两次点击。

安装连接器、粘贴凭据、向 AI 提问。7 天免费,无需信用卡。