BROSH AI CRM

CRM 与企业运营自动化

让 AI 在 BROSH 真实业务上下文中查询、更新并自动化企业运营。

加入项目

这个插件是做什么的

通过 MCP 安全访问 BROSH 的销售、营销、项目、文档和运营数据,查询分析并管理潜客、机会、任务、发票、合同、工单和营销活动。

实际使用时,可以先从“查询并更新潜客、联系人和销售机会”开始,再根据任务继续“自动化项目任务和营销流程”,并把“生成文档、报价、电子签名和发票并查看报表”纳入同一流程。官方目录列出的 1 个应用或连接器会按具体任务参与处理。

它更适合销售和服务团队、顾问与代理商和需要统一业务运营的成长型企业,尤其是希望让 AI 在 BROSH 真实业务上下文中查询、更新并自动化企业运营,并把相关资料与操作集中在 Codex 中完成的场景。

查看官方英文说明

BROSH MCP brings your CRM, sales, marketing, projects, documents, and business operations directly into AI assistants through the Model Context Protocol (MCP). Instead of switching between applications, AI agents can securely access, analyze, update, manage settings, and automate workflows using live data from your BROSH workspace. Designed for sales teams, consultants, service providers, agencies, and growing businesses, BROSH MCP enables AI to work with real business context—including leads, contacts, opportunities, projects, tasks, invoices, contracts, support tickets, and marketing activities. Users can ask questions in natural language, generate insights, automate repetitive processes, and execute CRM actions directly from their AI environment. Key capabilities include: Secure MCP-based access to CRM and business data AI-powered querying, reporting, and data analysis Lead, contact, account, and opportunity management Project, task, and workflow automation Marketing automation and customer engagement workflows Document generation, e-signatures, quotes, and invoicing Custom business objects, fields, dashboards, and reporting Real-time interaction between AI agents and operational systems BROSH MCP transforms AI assistants from simple chat interfaces into business operators capable of understanding your organization, retrieving information, updating records, and helping teams move faster with less manual work. Built on the open MCP standard, it provides a secure bridge between AI and the systems your business relies on every day.

解决什么问题

  • CRM 与项目、财务、客服和营销系统割裂
  • 重复业务流程需要大量手工操作
  • 难以查询并更新潜客、联系人和销售机会
  • 难以自动化项目任务和营销流程
  • 难以生成文档、报价、电子签名和发票并查看报表

适合哪些用户

  • 销售和服务团队
  • 顾问与代理商
  • 需要统一业务运营的成长型企业

适合完成哪些任务

  • 查询并更新潜客、联系人和销售机会
  • 自动化项目任务和营销流程
  • 生成文档、报价、电子签名和发票并查看报表

包含的应用连接器

应用与连接器(1)

BROSH AI CRM

使用前注意事项

安装 BROSH AI CRM 时可能需要连接发布者账户,具体权限取决于你的套餐、地区和工作区管理员设置。 插件不会绕过外部服务权限,只能访问当前账户本来就有权访问的数据和操作。 官方目录当前没有提供单条插件的最近更新时间;达灵感不会用目录同步时间冒充更新时间。

安装到 Codex

当前官方目录未提供可直接复制的命令。你可以复制下面的安装指令并发送给 Codex,Codex 会查找对应插件并发起安装确认。