crm-mcp-ai-agent

Agentic AI with Model Context Protocol (MCP)

An interactive AI assistant powered by PydanticAI and the Model Context Protocol (MCP). The agent can perform various tasks using available tools through a simple chat interface.

Screenshots

Click to view CRM - Add Customer

Click to view CRM - List Customers

Click to view Agent Tool Usage

*Agent using tool, it also shows which tools did it use and arguments. Then you can see the response from MCP

Click to view Weather Tool

Click to view Tool Fetching Process

Click to view Tool Fetching Extended

Features

• Time & Date: Get current time and date information
• Weather: Check weather conditions and forecasts (weatherapi.com)
• Web Search: Search the web for information (duckduckgo)
• Memory: Store and recall information across conversations
• Planning: Create task plans and manage goals
• Calculator: Perform mathematical calculations
• CRM: Manage customer information (MongoDB)

Setup

1. Install dependencies:

   conda env create -f environment.yml
   conda activate mcp-agent
   

2. Create .env file with your API configuration:

   API_KEY=your_api_key_here
   MCP_SERVER_URL=http://localhost:8001/sse
   BASE_URL=https://api.mistral.ai/v1
   

   MONGO_URI=mongodb+srv://<password>@<atlas-url>.mongodb.net/?retryWrites=true&w=majority&appName=Cluster0
   MONGO_DB=June16db
   MONGO_COLLECTION=customers
   WEATHER_API_KEY=<https://www.weatherapi.com/>
   

Usage

1. Start the MCP server:

   fastmcp run server/main.py --transport sse --port 8001
   

2. Start the web interface (in a new terminal):

   chainlit run app.py
   

3. Open your browser and go to http://localhost:8000

Example Queries

• "What time is it?"
• "What's the weather in Paris?"
• "Remember that I have a meeting at 3 PM"
• "Calculate 15 * 24 + 100"
• "Create a plan for learning Python"
• "Search for information about AI"

Manual Architecture (no longer using, use Pydantic instead)

┌────────────────┐     ┌─────────────────┐     ┌──────────────┐
│                │     │                 │     │              │
│  Chainlit UI   │◄───►│  Handlers.py    │◄───►│  LLM API     │
│  (app.py)      │     │                 │     │              │
│                │     │                 │     │              │
└────────────────┘     └────────┬────────┘     └──────────────┘
                                │
                                ▼
                       ┌─────────────────┐
                       │                 │
                       │  MCP Client     │
                       │  (mcp_client.py)│
                       │                 │
                       └────────┬────────┘
                                │
                                ▼
                       ┌─────────────────┐
                       │                 │
                       │  MCP Server     │
                       │  (mcp_server.py)│
                       │                 │
                       └─────────────────┘
Pydantic AI is like combination of MCP Client and Handler

License

MIT License