mcp-prospect365

MCP (Model Context Protocol) server for Prospect365 CRM. Query your business data using natural language.

Installation

npm install -g mcp-prospect365

Configuration

1. Set Environment Variables

Create a .env file with your Prospect365 credentials:

PROSPECT365_API_URL=https://crm-odata-v1-westeurope.prospect365.com/
PROSPECT365_TOKEN=your_api_token_here

2. Add to MCP Settings

Add the server to your MCP configuration file:

{
  "mcpServers": {
    "prospect365": {
      "command": "mcp-prospect365"
    }
  }
}

Available Tools

get_top_customers

Find your top customers by revenue for any time period.

Example Questions:

• "Who was my top customer in August 2025?"
• "Show me the top 5 customers last month"
• "Which customers generated the most revenue this quarter?"

get_customer_names

Resolve customer IDs to their actual names.

Features:

• Returns confidence scores for name resolution
• Falls back to customer ID when name unavailable
• Batch processing for multiple customers

get_order_metrics

Calculate comprehensive order metrics for any time period.

Metrics Included:

• Total revenue
• Average order value
• Number of unique customers
• Orders per customer
• Optional breakdown by day/week/month

Example Usage

Once configured, you can ask natural language questions:

"Who was my top customer in February 2025?"
"What was my average order value last month?"
"How many unique customers ordered in Q1?"

Important Notes

Data Availability

• Customer names depend on SalesLedgers data availability
• Recent customers may not have names in the system yet
• The tool handles missing names gracefully with confidence scores

Date Formats

All dates should be in YYYY-MM-DD format.

Rate Limits

Prospect365 API has a rate limit of 1,200 requests per 10 minutes.

Troubleshooting

Missing Customer Names

If customer names show as "Customer abc123...", this means:

• The customer is not in the SalesLedgers table yet
• This is common for new customers
• The confidence score will be 0 in this case

Authentication Errors

Ensure your PROSPECT365_TOKEN is valid and has proper permissions.

No Data Returned

Check that orders exist for the specified date range.

Version History

• v6.0.0 - Complete rewrite with production-ready tools
• v0.1.0 - Initial prototype (deprecated)

License

MIT