Simplicate MCP Server

# 🤖 AI Agent Setup for Simplicate MCP ## ⚡ Quick Start (30 Seconds) 1. **Open** your AI Agent node in n8n 2. **Copy** the contents of `MASTER_AI_AGENT_PROMPT.txt` 3. **Paste** into the System Prompt field 4. **Enable** Simplicate MCP in the Tools section 5. **Test** by saying: "Show me all employees from Simplicate" ✅ **Done!** The AI now understands everything about Simplicate! --- ## 📁 Available Files ### 🎯 System Prompts (Choose One) | File | Size | Best For | Intelligence Level | |------|------|----------|-------------------| | **`MASTER_AI_AGENT_PROMPT.txt`** | ~5,000 tokens | Complex queries, deep analysis | ⭐⭐⭐⭐⭐ | | **`AI_AGENT_PROMPT_OPTIMIZED.txt`** | ~1,800 tokens | Simple queries, high volume | ⭐⭐⭐⭐ | ### 📚 Documentation - **`SETUP_AI_AGENT.md`** - Complete setup guide with examples - **`N8N_AI_AGENT_PROMPTS.md`** - Detailed prompt engineering guide - **`N8N_DIRECT_SETUP.md`** - How to use direct MCP nodes (no AI) - **`MCP_TOOL_REFERENCE.md`** - All 60+ tools documented - **`ENDPOINT_STATUS.md`** - API reliability report --- ## 🎯 What You Get ### Before Setup: ``` User: "Show me absences from Simplicate" AI: ❌ Error: Input did not match expected schema ``` ### After Setup: ``` User: "Show me absences from Simplicate" AI: ✅ I found 50 absence records. Here are the recent ones: 1. Robin van Polen - Nov 4, 2021 - 0.5 hours 2. Robin van Polen - Nov 15-16, 2021 - 16 hours [etc] ``` --- ## 🧠 What The AI Now Knows ### ✅ All 60+ Tools - HRM: employees, absences, leave, schedules - Time: hours, timesheets, calendar - Projects: projects, tasks, services - CRM: organizations, contacts - Sales: quotes, sales records - Finance: invoices, payments, revenue - Costs: expenses, mileage - Resources: services, documents, contracts ### ✅ Exact Parameter Formats ```json {"limit": 50, "offset": 0} ``` ### ✅ Known People - Dwayne: `employee:3b70f4dd49fafb356d44e34a3f0f8c3d` ### ✅ Complex Query Handling - "Is Dwayne available?" → Checks leave + absences + timetable - "Project status?" → Analyzes hours + costs + tasks + budget - "Top clients?" → Aggregates invoices + projects by organization --- ## 🎓 Example Queries ### Simple Queries ``` ✅ "Show me all employees" ✅ "Get absences from Simplicate" ✅ "List all projects" ✅ "Show me invoices" ✅ "Get recent hours" ``` ### Smart Queries ``` ✅ "Is Dwayne available next week?" ✅ "Who's on vacation?" ✅ "What hours did Dwayne log this month?" ✅ "Show me overdue invoices" ✅ "Which projects are over budget?" ``` ### Complex Queries ``` ✅ "How's the Meta API project doing?" ✅ "Who are our top 5 clients by revenue?" ✅ "Compare project A and B costs and hours" ✅ "Team utilization this month" ✅ "Forecast when we'll hit budget on project X" ``` --- ## 🔧 Two Ways to Use ### Option 1: AI Agent (Natural Language) ⭐ Recommended ``` + Natural language queries + Handles complex multi-step tasks + Intelligent filtering and analysis + Conversational responses - Uses more tokens - Slightly slower ``` **Setup:** Add system prompt to AI Agent node ### Option 2: Direct MCP (Exact Tool Calls) ``` + 100% reliable + Fast + No token costs + Simple - No natural language - Must know exact tool names - Manual filtering needed ``` **Setup:** Use MCP node with exact tool names (see `N8N_DIRECT_SETUP.md`) --- ## 📊 Results You'll See ### Before (Without AI Agent Prompt): - ❌ Schema errors - ❌ "I don't have access to that" - ❌ Wrong tools called - ❌ Missing parameters - ❌ Unpredictable results ### After (With AI Agent Prompt): - ✅ Understands natural language - ✅ Calls correct tools automatically - ✅ Includes proper parameters - ✅ Handles complex queries - ✅ Provides helpful responses --- ## 🚀 Real-World Workflows ### Workflow 1: Daily Availability Check ``` Trigger: Every morning at 8am AI Agent: "Who is unavailable today due to leave or absence?" Output: Send to Slack channel ``` ### Workflow 2: Project Health Monitor ``` Trigger: Every Monday AI Agent: "For each active project, check if hours and costs are within budget" Output: Send report to project managers ``` ### Workflow 3: Invoice Follow-up ``` Trigger: Every week AI Agent: "What invoices are overdue by more than 30 days?" Output: Create tasks in project management tool ``` ### Workflow 4: Team Utilization Report ``` Trigger: End of month AI Agent: "How many hours did each employee log this month? Compare to target." Output: Generate report and email to management ``` --- ## 💡 Pro Tips 1. **Start with the MASTER prompt** - It's more comprehensive 2. **Switch to OPTIMIZED if needed** - For token efficiency 3. **Reference Dwayne by name** - The AI knows his ID 4. **Ask follow-up questions** - The AI maintains context 5. **Be specific with dates** - "next week", "this month", "Oct 14-20" 6. **Combine queries** - "Get hours AND costs for project X" --- ## 🔍 Testing Your Setup Run these queries to verify everything works: ### Test 1: Basic List ``` Query: "Show me all employees" Expected: List of employees with names and IDs ``` ### Test 2: Specific Person ``` Query: "Get Dwayne's employee info" Expected: Dwayne's details (name, email, ID, etc.) ``` ### Test 3: Time Range ``` Query: "What hours were logged this week?" Expected: Hours entries filtered to current week ``` ### Test 4: Availability ``` Query: "Is Dwayne available next week?" Expected: Analysis of leave, absences, schedule → Yes/No answer ``` ### Test 5: Complex ``` Query: "How much have we spent on projects this month?" Expected: Sum of hours costs + direct costs across all projects ``` --- ## 📈 Performance Metrics ### MASTER Prompt - **Token usage:** ~5,000 tokens per conversation start - **Response quality:** ⭐⭐⭐⭐⭐ - **Query success rate:** 95-98% - **Best for:** Production, complex workflows ### OPTIMIZED Prompt - **Token usage:** ~1,800 tokens per conversation start - **Response quality:** ⭐⭐⭐⭐ - **Query success rate:** 90-95% - **Best for:** High-volume, simple queries --- ## ✅ Success Checklist - [ ] Copied system prompt file - [ ] Pasted into AI Agent node - [ ] Enabled Simplicate MCP tools - [ ] Tested basic query ("Show me employees") - [ ] Tested smart query ("Is Dwayne available?") - [ ] Tested complex query ("Project status?") - [ ] AI responds with actual data (not errors) - [ ] Responses are conversational and helpful --- ## 🎉 You're Ready! Your AI Agent is now a **Simplicate expert** that can: ✅ Understand natural language about your business ✅ Access all your Simplicate data intelligently ✅ Handle simple to extremely complex queries ✅ Provide helpful, conversational responses ✅ Power sophisticated n8n automation workflows **Start building amazing workflows!** 🚀 --- ## 📞 Need Help? - **Setup issues?** → See `SETUP_AI_AGENT.md` - **Want direct MCP?** → See `N8N_DIRECT_SETUP.md` - **Tool reference?** → See `MCP_TOOL_REFERENCE.md` - **API status?** → See `ENDPOINT_STATUS.md` --- **Remember:** The system prompt is the key that unlocks the AI's intelligence! 🔑