Connector guide2-minute read9 MCP toolsEN · DE · IT

如何将 EspoCRM 连接到 ChatGPT — 通过 MCP

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.

HCBy HelpCode team更新于 2 min read 在 GitHub 开源

无需信用卡 · 7 天试用 · 提供自托管方案

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.

个工具

9

区域

INTL

类别

CRM

身份验证

API Key

所需环境变量

ESPOCRM_URLESPOCRM_API_KEY
在 Cloud 上一键安装

7 天免费试用 · 无需信用卡

  • 7 天免费试用
    无需信用卡
  • GDPR & SOC 2 ready
    数据驻留欧盟,审计日志
  • 在 GitHub 开源
    开源 · AGPL-3.0
  • 支持 ChatGPT、Claude、Gemini
    任何兼容 MCP 的客户端

跳过安装。2 分钟内即可运行。

cloud.anythingmcp.com 开始免费试用,一键添加 EspoCRM,然后将你的 AI 客户端(Claude、ChatGPT、Copilot 或 Cursor)指向生成的 MCP 端点。无需 Docker,无需 git clone,无需任何工程经验。

开始免费试用

Summary

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.

试试这样问

EspoCRM 的示例提示

点击任意提示即可复制,然后粘贴到 Claude、ChatGPT、Cursor、Gemini、Copilot 或 OpenClaw 中,在该连接器上运行。

EspoCRM · 通过 MCP 实时
分享
Opus 4.7

Claude 是 AI,可能会出错。请核对回答。

💡 无需安装? 直接使用 cloud.anythingmcp.com 登录、点击 Connectors → EspoCRM、粘贴凭证、生成 MCP API key — 完成。无 Docker、无 git clone、无本地服务器。

EspoCRM + ChatGPT

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.

前提条件

完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:

ESPOCRM_URL, ESPOCRM_API_KEY

步骤 1 — 获取凭证

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.

…(continued in the in-app connector instructions)

步骤 2 — 安装 adapter

curl -fsSL https://raw.githubusercontent.com/HelpCode-ai/anythingmcp/main/docker-compose.quickstart.yml -o docker-compose.yml
printf 'JWT_SECRET=%s\nENCRYPTION_KEY=%s\n' "$(openssl rand -hex 32)" "$(openssl rand -hex 32)" > .env
docker compose up -d

步骤 3 — 在 ChatGPT 中添加连接器

ChatGPT 通过 Connectors 功能 (Plus / Pro / Team / Enterprise 套餐) 支持 MCP 服务器。免费套餐不支持自定义连接器。

  1. 打开 ChatGPT → Settings → Connectors (或点击 composer 中的 🔧 图标 → Manage connectors)。
  2. 点击 "Add custom connector"
  3. 填入:
    • Name: EspoCRM
    • MCP server URL: https://cloud.anythingmcp.com/mcp
    • Authentication: Bearer token → 粘贴 MCP API key
  4. 点击 Connect

可用工具

ToolWhat it does
espocrm_get_app_userRead the API user this key belongs to, with their roles and the entity permissions they carry
espocrm_list_entitiesList records of any entity type with a single where clause
espocrm_get_entityRead one record of any entity type by id, with every attribute the API user's role permits
espocrm_list_accountsList accounts — the customer companies — with their name, industry, website, phone, billing city and assigned user
espocrm_list_contactsList contacts with their name, account, e-mail, phone and title, to find the person before logging an interaction against them
espocrm_list_opportunitiesList opportunities with their name, account, amount, stage, probability and close date — the sales-pipeline view
espocrm_list_leadsList leads with their name, company, status, source, e-mail and phone — the top of the funnel, before conversion into an account
espocrm_list_casesList support cases with their number, subject, status, priority, account and assigned user
espocrm_get_relatedList the records linked to one record — the contacts on an account, the opportunities on a contact, the activities on anything

FAQ

ChatGPT 免费套餐能用自定义 MCP Connectors 吗? 不能 — 需要 Plus、Pro、Team 或 Enterprise。

下一步

这份指南对你有帮助吗?

Your EspoCRM agent is one click away.

Install the connector, paste the key, prompt ChatGPT. Free for 7 days, no credit card.

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