takehig/CRM-MCP

3.1

If you are the rightful owner of CRM-MCP and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

CRM MCP Server for WealthAI Enterprise Systems is designed to enhance customer relationship management by providing essential features for financial advisors and wealth managers.

CRM MCP Server\n\nCRM MCP Server for WealthAI Enterprise Systems\n\n## Features\n- Customer search\n- Holdings information\n- Sales notes\n- Cash inflows\n