""" CRM MCP Server - Local MCP server with mocked CRM data. Provides tools for customer, deal, and document management. """ import json import os import logging from pathlib import Path from typing import Optional, List, Dict, Any from datetime import datetime from fastapi import FastAPI, HTTPException from fastapi.middleware.cors import CORSMiddleware from pydantic import BaseModel # Configure logging logging.basicConfig(level=logging.INFO) logger = logging.getLogger(__name__) # Initialize FastAPI app app = FastAPI(title="CRM MCP Server", version="1.0.0") # Add CORS middleware app.add_middleware( CORSMiddleware, allow_origins=["*"], allow_credentials=True, allow_methods=["*"], allow_headers=["*"], ) # Data directory path DATA_DIR = Path(__file__).parent / "data" ACCESS_FILE = DATA_DIR / "access.json" class ToolCallRequest(BaseModel): name: str arguments: Dict[str, Any] = {} class ToolResponse(BaseModel): success: bool result: Any = None error: str = None # ============================================ # Data Loading Functions # ============================================ def load_customers() -> Dict: """Load customers from JSON file.""" customers_file = DATA_DIR / "customers.json" if customers_file.exists(): with open(customers_file, "r") as f: return json.load(f) return {"customers": []} def load_deals() -> Dict: """Load deals from JSON file.""" deals_file = DATA_DIR / "deals.json" if deals_file.exists(): with open(deals_file, "r") as f: return json.load(f) return {"deals": [], "pipeline_summary": {}} def load_documents() -> List[Dict]: """Load list of available documents.""" docs_dir = DATA_DIR / "documents" documents = [] if docs_dir.exists(): for doc_path in docs_dir.glob("*"): if doc_path.is_file(): stat = doc_path.stat() documents.append({ "name": doc_path.name, #"path": str(doc_path), "size_bytes": stat.st_size, "modified_at": datetime.fromtimestamp(stat.st_mtime).isoformat(), "type": doc_path.suffix.lstrip(".") }) return documents def load_access_data() -> Dict[str, Any]: if ACCESS_FILE.exists(): with open(ACCESS_FILE, "r", encoding="utf-8") as f: return json.load(f) return {"access": []} def save_access_data(data: Dict[str, Any]) -> None: ACCESS_FILE.parent.mkdir(parents=True, exist_ok=True) with open(ACCESS_FILE, "w", encoding="utf-8") as f: json.dump(data, f, indent=2) # ============================================ # Tool Implementations # ============================================ def get_customers( status: Optional[str] = None, industry: Optional[str] = None, limit: int = 50 ) -> Dict: """Get list of customers with optional filtering.""" data = load_customers() customers = data.get("customers", []) # Apply filters if status: customers = [c for c in customers if c.get("status", "").lower() == status.lower()] if industry: customers = [c for c in customers if industry.lower() in c.get("industry", "").lower()] # Apply limit customers = customers[:limit] return { "total": len(customers), "customers": customers } def get_customer(customer_id: str) -> Dict: """Get a specific customer by ID.""" data = load_customers() for customer in data.get("customers", []): if customer.get("id") == customer_id: # Also get related deals deals_data = load_deals() related_deals = [ d for d in deals_data.get("deals", []) if d.get("customer_id") == customer_id ] customer["related_deals"] = related_deals customer.pop("tags") return customer return {"error": f"Customer {customer_id} not found"} def get_deals( stage: Optional[str] = None, customer_id: Optional[str] = None, owner: Optional[str] = None, min_value: Optional[float] = None, limit: int = 50 ) -> Dict: """Get list of deals with optional filtering.""" data = load_deals() deals = data.get("deals", []) # Apply filters if stage: deals = [d for d in deals if d.get("stage", "").lower() == stage.lower()] if customer_id: deals = [d for d in deals if d.get("customer_id") == customer_id] if owner: deals = [d for d in deals if owner.lower() in d.get("owner", "").lower()] if min_value is not None: deals = [d for d in deals if d.get("value", 0) >= min_value] # Apply limit deals = deals[:limit] return { "total": len(deals), "deals": deals, "pipeline_summary": data.get("pipeline_summary", {}) } def get_deal(deal_id: str) -> Dict: """Get a specific deal by ID.""" data = load_deals() for deal in data.get("deals", []): if deal.get("id") == deal_id: return deal return {"error": f"Deal {deal_id} not found"} def get_pipeline_summary() -> Dict: """Get sales pipeline summary.""" data = load_deals() deals = data.get("deals", []) # Calculate fresh summary open_deals = [d for d in deals if d.get("stage") not in ["closed_won", "closed_lost"]] summary = { "total_deals": len(deals), "open_deals": len(open_deals), "total_pipeline_value": sum(d.get("value", 0) for d in open_deals), "weighted_value": sum( d.get("value", 0) * d.get("probability", 0) / 100 for d in open_deals ), "by_stage": {}, "by_owner": {}, "expected_closes_this_month": [] } # Group by stage for deal in deals: stage = deal.get("stage", "unknown") if stage not in summary["by_stage"]: summary["by_stage"][stage] = {"count": 0, "value": 0} summary["by_stage"][stage]["count"] += 1 summary["by_stage"][stage]["value"] += deal.get("value", 0) # Group by owner for deal in open_deals: owner = deal.get("owner", "Unassigned") if owner not in summary["by_owner"]: summary["by_owner"][owner] = {"count": 0, "value": 0} summary["by_owner"][owner]["count"] += 1 summary["by_owner"][owner]["value"] += deal.get("value", 0) # Deals expected to close this month current_month = datetime.now().strftime("%Y-%m") for deal in open_deals: close_date = deal.get("expected_close", "") if close_date.startswith(current_month): summary["expected_closes_this_month"].append({ "id": deal.get("id"), "title": deal.get("title"), "value": deal.get("value"), "probability": deal.get("probability") }) return summary def get_documents() -> Dict: """Get list of available documents.""" documents = load_documents() return { "total": len(documents), "documents": documents, "instructions": "Utilize the exact file name as param for the read_document tool" } def read_document(name: str) -> Dict: """Read content of a specific document.""" docs_dir = DATA_DIR / "documents" doc_path = docs_dir / name if not doc_path.exists(): # Try to find partial match for doc in docs_dir.glob("*"): if name.lower() in doc.name.lower(): doc_path = doc break if not doc_path.exists(): return {"error": f"Document '{name}' not found"} try: with open(doc_path, "r", encoding="utf-8") as f: content = f.read() return { "name": doc_path.name, "content": content, "size_bytes": len(content), "type": doc_path.suffix.lstrip(".") } except Exception as e: return {"error": f"Failed to read document: {str(e)}"} def search_documents(query: str) -> Dict: """Search documents by content.""" docs_dir = DATA_DIR / "documents" query_lower = query.lower() matches = [] if docs_dir.exists(): for doc_path in docs_dir.glob("*"): if doc_path.is_file(): try: with open(doc_path, "r", encoding="utf-8") as f: content = f.read() if query_lower in content.lower() or query_lower in doc_path.name.lower(): # Find relevant excerpts lines = content.split("\n") relevant_lines = [ line.strip() for line in lines if query_lower in line.lower() ][:3] # Max 3 relevant lines matches.append({ "name": doc_path.name, "type": doc_path.suffix.lstrip("."), "relevant_excerpts": relevant_lines }) except Exception: continue return { "query": query, "total_matches": len(matches), "documents": matches } def get_access(customer_name: str) -> Dict[str, Any]: """Look up whether access is enabled for the given customer.""" data = load_access_data() name_lower = customer_name.lower() for entry in data.get("access", []): if entry.get("customer_name", "").lower() == name_lower: return entry return {"customer_name": customer_name, "enabled": False} def set_access(customer_name: str) -> Dict[str, Any]: """Set access enabled = true for the given customer.""" data = load_access_data() name_lower = customer_name.lower() found = None for entry in data.get("access", []): if entry.get("customer_name", "").lower() == name_lower: entry["enabled"] = True found = entry break if not found: found = {"customer_name": customer_name, "enabled": True} data.setdefault("access", []).append(found) save_access_data(data) return found # ============================================ # Tool Registry # ============================================ TOOLS = { "get_customers": { "description": "Get list of customers. Optionally filter by status (active/inactive/prospect) or industry.", "function": get_customers, "inputSchema": { "type": "object", "properties": { "status": {"type": "string", "description": "Filter by status: active, inactive, or prospect"}, "industry": {"type": "string", "description": "Filter by industry"}, "limit": {"type": "integer", "description": "Maximum number of results", "default": 50} } } }, "get_customer": { "description": "Get detailed information about a specific customer by name.", "function": get_customer, "inputSchema": { "type": "object", "properties": { "customer_id": {"type": "string", "description": "Customer ID (e.g., Walnut)"} }, "required": ["customer_id"] } }, "get_deals": { "description": "Get list of deals/opportunities. Optionally filter by stage, customer, owner, or minimum value.", "function": get_deals, "inputSchema": { "type": "object", "properties": { "stage": {"type": "string", "description": "Filter by stage: qualification, demo, proposal, negotiation, closed_won, closed_lost"}, "customer_id": {"type": "string", "description": "Filter by customer ID"}, "owner": {"type": "string", "description": "Filter by deal owner name"}, "min_value": {"type": "number", "description": "Minimum deal value"}, "limit": {"type": "integer", "description": "Maximum number of results", "default": 50} } } }, "get_deal": { "description": "Get detailed information about a specific deal by ID.", "function": get_deal, "inputSchema": { "type": "object", "properties": { "deal_id": {"type": "string", "description": "Deal ID (e.g., DEAL-001)"} }, "required": ["deal_id"] } }, "get_pipeline_summary": { "description": "Get sales pipeline summary including totals by stage and owner.", "function": get_pipeline_summary, "inputSchema": { "type": "object", "properties": {} } }, "get_documents": { "description": "Get list of available CRM documents related to the company at hand.", "function": get_documents, "inputSchema": { "type": "object", "properties": {} } }, "read_document": { "description": "Read the content of a specific document by name.", "function": read_document, "inputSchema": { "type": "object", "properties": { "name": {"type": "string", "description": "Document name or partial name"} }, "required": ["name"] } }, "search_documents": { "description": "Search documents by content or title.", "function": search_documents, "inputSchema": { "type": "object", "properties": { "query": {"type": "string", "description": "Search query"} }, "required": ["query"] } }, "get_access": { "description": "Check whether endpoint access is enabled for a given customer.", "function": get_access, "inputSchema": { "type": "object", "properties": { "customer_name": { "type": "string", "description": "Customer company name" } }, "required": ["customer_name"] } }, "set_access": { "description": "Enable endpoint access for a given customer (sets enabled=true in access.json).", "function": set_access, "inputSchema": { "type": "object", "properties": { "customer_name": { "type": "string", "description": "Customer company name" } }, "required": ["customer_name"] } } } # ============================================ # API Endpoints # ============================================ @app.get("/") async def root(): """Health check endpoint.""" return {"status": "ok", "service": "CRM MCP Server", "version": "1.0.0"} @app.get("/tools") async def list_tools(): """List all available tools.""" tools_list = [] for name, config in TOOLS.items(): tools_list.append({ "name": name, "description": config["description"], "inputSchema": config["inputSchema"] }) return {"tools": tools_list} @app.post("/tools/call") async def call_tool(request: ToolCallRequest): """Execute a tool by name with arguments.""" tool_name = request.name arguments = request.arguments if tool_name not in TOOLS: return ToolResponse( success=False, error=f"Unknown tool: {tool_name}" ) try: tool_func = TOOLS[tool_name]["function"] result = tool_func(**arguments) return ToolResponse(success=True, result=result) except Exception as e: logger.error(f"Tool execution error: {e}") return ToolResponse(success=False, error=str(e)) # ============================================ # Main Entry Point # ============================================ if __name__ == "__main__": import uvicorn # Ensure data directory exists DATA_DIR.mkdir(parents=True, exist_ok=True) (DATA_DIR / "documents").mkdir(exist_ok=True) logger.info(f"Starting CRM MCP Server...") logger.info(f"Data directory: {DATA_DIR}") uvicorn.run(app, host="0.0.0.0", port=8000)