Simplicate MCP Server

# How to Set Up AI Agent for Simplicate (Complete Guide) ## 🎯 Overview You now have **TWO system prompts** to choose from: 1. **`MASTER_AI_AGENT_PROMPT.txt`** (5,000+ tokens) - 📚 Complete, comprehensive, educational - 🎓 Teaches AI everything about Simplicate - 🔍 Best for complex workflows and deep analysis - ⚡ Uses more tokens but gives best results 2. **`AI_AGENT_PROMPT_OPTIMIZED.txt`** (1,800 tokens) - ⚡ Fast, efficient, condensed - 🎯 All essential information - 💰 Token-efficient for high-volume usage - ✅ Best for simple, frequent queries --- ## 🚀 Quick Setup (5 Minutes) ### Step 1: Open Your n8n AI Agent Node 1. In your n8n workflow, click on the **AI Agent** node 2. Look for the **"System Prompt"** or **"System Message"** field ### Step 2: Copy the Prompt **For best results (recommended):** ```bash cat /Users/dwayne/Documents/Playground/Simplicate/MASTER_AI_AGENT_PROMPT.txt ``` **For token efficiency:** ```bash cat /Users/dwayne/Documents/Playground/Simplicate/AI_AGENT_PROMPT_OPTIMIZED.txt ``` ### Step 3: Paste Into n8n 1. **Copy the ENTIRE contents** of one of the files above 2. **Paste into the System Prompt field** in your AI Agent node 3. **Save the node** ### Step 4: Enable Simplicate Tools 1. In the AI Agent node, find the **"Tools"** section 2. Make sure **"Simplicate MCP"** is **enabled/checked** ✅ 3. Save ### Step 5: Test It! Try these queries: ``` ✅ "Show me all employees from Simplicate" ✅ "Is Dwayne available next week?" ✅ "Get absences from Simplicate" ✅ "What hours were logged this month?" ✅ "Show me all projects" ``` --- ## 📊 Comparison: Which Prompt Should You Use? | Feature | MASTER (Full) | OPTIMIZED (Condensed) | |---------|---------------|----------------------| | **Size** | ~5,000 tokens | ~1,800 tokens | | **Detail** | ⭐⭐⭐⭐⭐ Comprehensive | ⭐⭐⭐ Essential | | **Examples** | ⭐⭐⭐⭐⭐ Many | ⭐⭐⭐ Key ones | | **Intelligence** | ⭐⭐⭐⭐⭐ Very smart | ⭐⭐⭐⭐ Smart | | **Token Cost** | Higher | Lower | | **Best For** | Complex analysis | Simple queries | | **Reliability** | ⭐⭐⭐⭐⭐ Excellent | ⭐⭐⭐⭐ Very good | **Recommendation:** - **Start with MASTER** → See how it performs - **Switch to OPTIMIZED** → If you need to reduce token costs --- ## 🎯 What The Prompt Does The system prompt teaches the AI Agent: ### 1. **All 60+ Tools Available** ``` ✅ get_employees, get_absences, get_leave, get_hours ✅ get_projects, get_tasks, get_organizations, get_persons ✅ get_invoices, get_payments, get_quotes, get_services ✅ create_hours, create_leave, create_project, create_invoice ✅ And 40+ more... ``` ### 2. **Exact Parameter Formats** ```json { "limit": 50, "offset": 0 } ``` ### 3. **Known People & IDs** ``` Dwayne: employee:3b70f4dd49fafb356d44e34a3f0f8c3d ``` ### 4. **Query Intelligence** ``` "Is Dwayne available?" → Check leave + absences + timetable + hours → Filter for Dwayne + date range → Synthesize availability report ``` ### 5. **Multi-Step Reasoning** ``` "How's project X doing?" → Get project details → Get hours logged → Get costs → Get tasks → Calculate budget vs actual → Report status ``` --- ## 🧪 Test Scenarios ### Test 1: Simple List Query **User:** "Show me all employees" **Expected:** AI calls `get_employees` with `{"limit": 100, "offset": 0}`, returns employee list ### Test 2: Availability Check (Complex) **User:** "Is Dwayne available next week?" **Expected:** AI calls multiple tools (leave, absences, timetable), filters for Dwayne and next week, synthesizes answer ### Test 3: Project Analysis (Very Complex) **User:** "How's the Meta API project doing?" **Expected:** AI finds project, gets hours/costs/tasks, calculates progress, provides comprehensive status ### Test 4: Financial Query **User:** "What invoices are overdue?" **Expected:** AI gets invoices, filters for due_date < today, lists overdue amounts ### Test 5: Time Tracking **User:** "How many hours did Dwayne log this month?" **Expected:** AI gets hours, filters for Dwayne + this month, sums total --- ## 🎓 Example Conversations After Setup ### Example 1: Basic Query ``` User: Show me absences from Simplicate AI: I'll retrieve the absence records for you. [Calls: get_absences with {"limit": 50, "offset": 0}] AI: I found 50 absence records. Here are the recent ones: 1. Robin van Polen - 2021-11-04 - 0.5 hours 2. Robin van Polen - 2021-11-15 to 2021-11-16 - 16 hours [etc] ``` ### Example 2: Smart Query ``` User: Is Dwayne free next week? AI: Let me check Dwayne's availability for next week (Oct 14-20, 2025). [Calls: get_leave, get_absences, get_calendar_events, get_hours] AI: Based on Dwayne's schedule: ✅ No planned leave or vacation ✅ No absences scheduled ✅ Regular working hours: Mon-Fri 9am-5pm 📊 Recent activity: Logged 40 hours last week Yes, Dwayne is available next week! ``` ### Example 3: Complex Analysis ``` User: How much have we spent on the Meta API project? AI: I'll analyze the Meta API project financials. [Calls: get_projects to find it, get_hours for time costs, get_costs for expenses] AI: Here's the financial summary for Meta API Explorer: 💰 Budget: $10,000 ⏱️ Hours logged: 45.5 hours × $100/hr = $4,550 💵 Direct costs: $850 📊 Total spent: $5,400 (54% of budget) 💡 Remaining: $4,600 The project is on track and under budget! ``` --- ## 🔧 Troubleshooting ### Issue 1: "Input did not match expected schema" **Cause:** AI still doesn't understand tool format **Fix:** 1. Make sure you copied the ENTIRE prompt 2. Check that Simplicate MCP tools are enabled 3. Try the MASTER prompt (more explicit) ### Issue 2: AI says "I don't have access to that tool" **Cause:** MCP tools not enabled **Fix:** In AI Agent node → Tools section → Enable "Simplicate MCP" ### Issue 3: AI returns empty/wrong data **Cause:** AI called wrong tool or with wrong parameters **Fix:** 1. Check the prompt is pasted correctly 2. Try being more specific in your query 3. Use optimized prompt for simpler queries ### Issue 4: Slow responses **Cause:** MASTER prompt uses many tokens **Fix:** Switch to OPTIMIZED prompt for faster responses --- ## 💡 Pro Tips ### Tip 1: Reference Dwayne by Name ``` ✅ "Is Dwayne available?" ✅ "Show Dwayne's hours" ✅ "What's Dwayne working on?" ``` The AI knows Dwayne's ID automatically! ### Tip 2: Use Natural Language ``` ✅ "Who's on vacation next week?" ✅ "What projects are we working on?" ✅ "How much did we bill this month?" ``` ### Tip 3: Ask Complex Questions ``` ✅ "Compare project A and project B hours and costs" ✅ "Who are our top 5 clients by revenue?" ✅ "Show me team utilization this month" ``` ### Tip 4: Chain Questions ``` 1. "Show me all projects" 2. "How many hours on the Meta project?" 3. "Who worked on that?" 4. "What did they log?" ``` --- ## 📚 Additional Resources - **`MCP_TOOL_REFERENCE.md`** - Complete tool documentation (753 lines) - **`ENDPOINT_STATUS.md`** - Which endpoints work reliably - **`N8N_DIRECT_SETUP.md`** - How to use direct MCP nodes (no AI) - **`N8N_QUICK_REFERENCE.md`** - Quick tool name reference --- ## ✅ Setup Checklist - [ ] Opened AI Agent node in n8n - [ ] Copied MASTER or OPTIMIZED prompt - [ ] Pasted entire prompt into System Prompt field - [ ] Enabled Simplicate MCP in Tools section - [ ] Saved the node - [ ] Tested with "Show me all employees" - [ ] Tested with "Is Dwayne available next week?" - [ ] Verified results are correct --- ## 🎉 You're Done! Your AI Agent now has **complete intelligence** about Simplicate and can: ✅ Understand natural language queries ✅ Know all 60+ available tools ✅ Use correct parameters automatically ✅ Handle complex multi-step queries ✅ Filter and analyze data intelligently ✅ Provide helpful, conversational responses **Just start asking questions!** 🚀 --- ## 🔄 Next Steps 1. **Test different queries** to see what it can do 2. **Build workflows** that automate your Simplicate tasks 3. **Share with your team** so they can use it too 4. **Customize the prompt** with your specific business rules 5. **Add more known entities** (project IDs, client IDs, etc.) --- **Questions?** Check the docs or test with simple queries first! 💪