CRM FAQs

Question 1

What core CRM functionalities does this demo offer?

Accepted Answer

It provides comprehensive features including CRUD (Create, Read, Update, Delete) operations for person records, extensive search by name, skill, department, role, or full-text, and analytics like skill statistics and average age.

Question 2

What is the MCP CRM Demo?

Accepted Answer

It's a demonstration .NET 9.0 server showcasing a simple Customer Relationship Management (CRM) system. It leverages the Model Context Protocol (MCP) to expose CRM functionality through tools and resources, primarily for AI integration.

Question 3

How does the MCP CRM Demo manage data persistence?

Accepted Answer

The system uses an embedded SQLite database for persistent storage. It automatically initializes the database and seeds it with sample data on the first run, making setup quick and easy.

Question 4

Can this CRM demo integrate with AI tools or assistants?

Accepted Answer

Absolutely. It's built with AI integration in mind, exposing over 18 MCP tools and all CRM data as resources. This provides rich, structured context for AI assistants and MCP-compatible clients like Claude Desktop.

Question 5

What are the primary use cases for this CRM demo server?

Accepted Answer

It's ideal for learning how to build MCP servers with .NET, prototyping CRM integrations with AI assistants, testing MCP client implementations, and serving as a template for developing your own custom MCP servers.

CRM

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