# 🧪 MCP CRM Testing Plan & Strategy
## 📋 Project Overview
**Project**: MCP CRM Server with Client Testing Suite
**Phase**: Testing & Validation
**Approach**: Formal MCP client-based testing with comprehensive test scenarios
**Goal**: 100% validated CRM functionality through automated testing
---
## 🎯 Testing Objectives
### Primary Goals
1. **Functional Validation**: Verify all 13 CRM tools work correctly
2. **Integration Testing**: Ensure MCP client-server communication is stable
3. **Data Persistence**: Validate database operations and consistency
4. **Error Handling**: Test edge cases and error scenarios
5. **Performance**: Basic performance validation for database operations
6. **End-to-End Workflows**: Test complete CRM use cases
### Success Criteria
- ✅ All 13 CRM tools functional via MCP client
- ✅ Complete CRUD operations working
- ✅ CSV export functionality validated
- ✅ Database persistence confirmed
- ✅ Error handling robust
- ✅ No memory leaks or connection issues
---
## 🏗️ Implementation Plan
### Phase A: MCP Client Setup (Estimated: 1-2 hours)
#### A1: Client Infrastructure
- [ ] Install MCP SDK client dependencies
- [ ] Create test directory structure
- [ ] Setup TypeScript client configuration
- [ ] Create basic MCP client connection
#### A2: Client Framework
- [ ] Build CRM client wrapper class
- [ ] Implement connection management
- [ ] Add error handling and logging
- [ ] Create test utilities and helpers
#### A3: Connection Validation
- [ ] Test basic client-server handshake
- [ ] Verify tool discovery works
- [ ] Validate tool schema parsing
- [ ] Confirm STDIO transport stability
---
### Phase B: Core Tool Testing (Estimated: 2-3 hours)
#### B1: Contact Management Tools (7 tools)
- [ ] `add_contact` - Create contacts with all field combinations
- [ ] `search_contacts` - Query by name, organization, job title, email
- [ ] `list_contacts` - With/without archived contacts
- [ ] `list_contacts_by_organization` - Organization filtering
- [ ] `get_contact_details` - Individual contact retrieval
- [ ] `archive_contact` - Contact archiving/deactivation
- [ ] `update_contact` - Partial and full contact updates
#### B2: Contact History Tools (3 tools)
- [ ] `add_contact_entry` - All entry types (call, email, meeting, note, task)
- [ ] `get_contact_history` - History retrieval with limits
- [ ] `get_recent_activities` - Cross-contact activity feed
#### B3: Export Tools (3 tools)
- [ ] `export_contacts_csv` - Contact export with/without archived
- [ ] `export_contact_history_csv` - History export (specific contact & all)
- [ ] `export_full_crm_csv` - Complete CRM data export
---
### Phase C: Advanced Testing (Estimated: 2-3 hours)
#### C1: Edge Cases & Error Handling
- [ ] Invalid contact IDs
- [ ] Missing required fields
- [ ] Malformed input data
- [ ] Database connection errors
- [ ] Concurrent operations
- [ ] Large dataset handling
#### C2: Data Integrity Testing
- [ ] Foreign key constraints
- [ ] Data type validation
- [ ] SQL injection prevention
- [ ] Unicode/special character handling
- [ ] Database transaction rollbacks
#### C3: Integration Workflows
- [ ] Complete contact lifecycle (add → update → archive)
- [ ] Contact with full history workflow
- [ ] Multi-contact organization scenarios
- [ ] Export after data operations
- [ ] Search across all fields
---
### Phase D: Performance & Stress Testing (Estimated: 1-2 hours)
#### D1: Performance Benchmarks
- [ ] Single contact operations (< 100ms)
- [ ] Bulk contact operations (< 1s for 100 contacts)
- [ ] Large search queries (< 500ms)
- [ ] CSV export timing (< 2s for 1000 records)
- [ ] Memory usage monitoring
#### D2: Stress Testing
- [ ] 1000+ contact database
- [ ] Concurrent client connections
- [ ] Rapid sequential operations
- [ ] Large CSV exports (10,000+ records)
- [ ] Extended server runtime testing
---
## 🧪 Test Scenarios
### Scenario 1: New Business Contact Flow
```
1. Add new contact (John Doe, ABC Corp, CEO)
2. Add initial meeting entry
3. Add follow-up email entry
4. Search for contact by organization
5. Get full contact history
6. Export contact data
```
### Scenario 2: Customer Relationship Management
```
1. Add multiple contacts from same organization
2. Add various interaction types for each contact
3. List contacts by organization
4. Get recent activities across all contacts
5. Update contact information
6. Export full CRM data
```
### Scenario 3: Data Management & Cleanup
```
1. Add test contacts with various data completeness
2. Search and verify data integrity
3. Archive inactive contacts
4. Export only active contacts
5. Export archived contacts separately
6. Verify data segregation
```
### Scenario 4: Error Recovery Testing
```
1. Attempt invalid operations
2. Test malformed input handling
3. Verify graceful error responses
4. Test database recovery scenarios
5. Validate connection resilience
```
---
## 📁 File Structure
```
/tests/
├── client/
│ ├── mcp-client.ts # MCP client wrapper
│ ├── test-utilities.ts # Test helpers and utilities
│ └── connection-manager.ts # Connection management
├── scenarios/
│ ├── contact-management.test.ts
│ ├── contact-history.test.ts
│ ├── export-functionality.test.ts
│ ├── search-operations.test.ts
│ └── error-handling.test.ts
├── data/
│ ├── test-contacts.json # Test data fixtures
│ ├── test-entries.json # Test entry data
│ └── expected-outputs.json # Expected results
├── results/
│ ├── test-reports/ # Generated test reports
│ ├── performance-logs/ # Performance data
│ └── export-samples/ # Sample CSV exports
└── config/
├── test-config.ts # Test configuration
└── database-setup.ts # Test database setup
```
---
## 🔧 Technical Implementation
### MCP Client Setup
```typescript
import { Client } from "@modelcontextprotocol/sdk/client/index.js";
import { StdioClientTransport } from "@modelcontextprotocol/sdk/client/stdio.js";
class CRMTestClient {
private client: Client;
private transport: StdioClientTransport;
async connect() {
this.transport = new StdioClientTransport({
command: "node",
args: ["./build/crm-server.js"]
});
this.client = new Client({
name: "crm-test-client",
version: "1.0.0"
});
await this.client.connect(this.transport);
}
async callTool(name: string, args: any) {
return await this.client.callTool({ name, arguments: args });
}
}
```
### Test Framework Integration
- **Framework**: Custom test runner with MCP client
- **Assertions**: Built-in validation functions
- **Reporting**: JSON test reports with timing data
- **Logging**: Detailed operation logs for debugging
---
## 📊 Success Metrics
### Functional Metrics
- **Tool Coverage**: 13/13 tools tested (100%)
- **Scenario Coverage**: 4/4 scenarios passed (100%)
- **Error Handling**: All edge cases handled gracefully
- **Data Integrity**: No data corruption or loss
### Performance Metrics
- **Response Time**: < 100ms for single operations
- **Bulk Operations**: < 1s for 100 contacts
- **Search Performance**: < 500ms for complex queries
- **Export Performance**: < 2s for standard datasets
### Quality Metrics
- **Zero Critical Bugs**: No data loss or corruption
- **Graceful Degradation**: Proper error responses
- **Connection Stability**: No connection drops
- **Memory Usage**: No memory leaks detected
---
## 📈 Progress Tracking
### Phase A: Client Setup
- [ ] **A1**: Infrastructure Setup
- [ ] **A2**: Framework Development
- [ ] **A3**: Connection Validation
### Phase B: Core Testing
- [ ] **B1**: Contact Management (7 tools)
- [ ] **B2**: Contact History (3 tools)
- [ ] **B3**: Export Functionality (3 tools)
### Phase C: Advanced Testing
- [ ] **C1**: Edge Cases & Errors
- [ ] **C2**: Data Integrity
- [ ] **C3**: Integration Workflows
### Phase D: Performance Testing
- [ ] **D1**: Performance Benchmarks
- [ ] **D2**: Stress Testing
---
## 🚨 Risk Mitigation
### Identified Risks
1. **MCP Connection Issues**: Use retry logic and connection pooling
2. **Database Lock Conflicts**: Implement proper transaction handling
3. **Large Data Export Timeouts**: Stream large exports, add progress indicators
4. **Memory Leaks**: Monitor and cleanup connections properly
5. **Test Data Pollution**: Use isolated test databases
### Contingency Plans
- **Backup Testing**: Manual testing fallback for automated test failures
- **Incremental Approach**: Test tools individually before integration
- **Rollback Strategy**: Maintain working server versions during testing
- **Documentation**: Detailed logs for troubleshooting
---
## 🎯 Next Steps
1. **Immediate**: Create basic MCP client connection
2. **Phase A**: Build test infrastructure and utilities
3. **Phase B**: Implement core tool testing
4. **Phase C**: Add advanced validation scenarios
5. **Phase D**: Performance and stress testing
6. **Final**: Generate comprehensive test report
---
## 📝 Notes
- All tests will use isolated test databases
- Test data will be automatically generated and cleaned up
- Results will be documented with screenshots and logs
- Performance baselines will be established for future reference
- Code coverage will be tracked for the server implementation
**Target Completion**: 6-8 hours total testing phase
**Expected Outcome**: Fully validated, production-ready CRM system
