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A Model Context Protocol (MCP) server for managing small business (UMKM) customer relationships, product sales, and order tracking using SQLite.

Project description

UMKM CRM (MCP Server)

A lightweight MCP server for managing small business (UMKM) customer relationships, product sales, and order tracking using SQLite.

This server is designed for micro and small enterprises (UMKM) — from warung kopi to online shops — that need simple CRM capabilities, including product tracking, customer records, WhatsApp promotions, and more.


✨ Features

  • 💾 Record customer orders and interactions
  • 📦 Manage product inventory and sales
  • 🔔 Notify when stock is low
  • 📈 View top-selling products and loyal customers
  • 📄 Export weekly activity to CSV
  • 📲 Send WhatsApp promotions (via external API)

📦 Installation

Install from PyPI:

pip install crm-umkm

🚀 Usage

You can run the server using:

uvx crm-umkm

Or configure it in a client like Cursor or any MCP-compatible app:

{
  "mcpServers": {
    "crm-umkm": {
      "command": "uvx",
      "args": ["crm-umkm"],
      "env": {
        "DB_PATH": "/absolute/path/to/crm.db",
        "WHATSAPP_API_URL": "https://your-api.com/send",
        "WHATSAPP_API_TOKEN": "your-api-token"
      }
    }
  }
}

📁 Environment Variables

Variable Description Default
DB_PATH Path to SQLite database file crm_umkm.db
WHATSAPP_API_URL Base URL for sending WhatsApp messages https://api.whatsapp.com/send
WHATSAPP_API_TOKEN Token to authenticate with WhatsApp API service (empty)

The database will be initialized automatically on first run.


🧠 Prompt Behavior

This MCP server is specifically scoped for UMKM CRM tasks. The underlying LLM is guided to:

✅ Use these tools when:

  • The user wants to record orders, view product stats, monitor stock, or export activity reports
  • Managing small business customers and interactions
  • Sending promotions via WhatsApp

🚫 Avoid using for:

  • Enterprise-level CRM needs
  • Marketing campaign automation at scale
  • Large-scale ERP workflows

📂 Project Structure

crm-umkm/
└── src/
    └── crm_umkm/
        ├── __init__.py
        ├── server.py
        └── test.py

📝 License

ABRMS License

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