Private AI assistant over company data (MCP server)
Lets Claude Desktop or any MCP client work with a company's CRM, tasks and inventory through ten audited tools, with read only guardrails and a dry run before anything is written.
The problem it solves
Giving an AI assistant access to company data is easy and dangerous. The useful version is a small set of tools with annotations, a read only mode, validation, a dry run for anything that writes, and an audit line for every call.
What it does
- Ten tools over contacts, deals, tasks, notes, inventory and sales orders, each annotated read only or write.
- A read only mode removes the write tools entirely. Input validation and stock checks refuse bad requests with an error the model can act on.
- Orders are priced and checked with dry_run true by default; nothing is written until dry_run is false.
- Resources expose the schema, low stock and the pipeline summary; a prompt template produces a daily operations briefing.
- Six end to end tests through a real MCP client; every call appends an audit line.
How it was tested
- Search, get contact, dry run order, committed order, refused order on an out of stock SKU, pipeline resource. 6 of 6.
Screens
Who it is for
Firms that want an assistant over their own data without handing it the keys.
See it running on a call → hamza.jamal@finamatik.com Source code on GitHub →
Built and tested on sample data before any live credential is connected. Every system Finamatik ships is adapted to the client's own tools and owned by the client outright.