REQUIREMENTS.md•6.95 kB
# MCP Server Demo - System Requirements
## Project Overview
An MCP (Model Context Protocol) server that provides Claude with access to a travel company's customer data through a chat interface. The server will expose tools and resources that allow secure querying of customer information, trip history, and customer inquiries.
## Functional Requirements
### 1. MCP Server Core
- **FR-1.1**: Implement MCP protocol using Python SDK
- **FR-1.2**: Support standard MCP server lifecycle (initialization, request handling, shutdown)
- **FR-1.3**: Provide server metadata and capabilities
- **FR-1.4**: Handle client connections via stdio transport
### 2. Data Access Tools
#### 2.1 Customer Management
- **FR-2.1**: Customer search tool
- Search by customer ID, name, email, or phone number
- Return customer details (id, name, email, phone, address, registration_date, loyalty_tier)
- Support partial/fuzzy matching on name
- **FR-2.2**: Customer profile tool
- Get complete customer profile by customer ID
- Include customer details, total trips, lifetime spending, preferences
#### 2.2 Trip Management
- **FR-2.3**: Trip history tool
- Query trips by customer ID
- Filter by date range, location, or status
- Return trip details (trip_id, customer_id, destination, start_date, end_date, cost, status, booking_date)
- **FR-2.4**: Trip search tool
- Search all trips by destination, date range, or status
- Support aggregation (total trips to destination, revenue by location)
#### 2.3 Request Management
- **FR-2.5**: Customer inquiry tool
- Search information requests by customer email, date, or destination interest
- Return request details (request_id, name, email, phone, destination_interest, travel_dates, num_travelers, budget_range, message, request_date, status)
- **FR-2.6**: Pending requests tool
- List all pending/uncontacted customer requests
- Filter by date range or destination
### 3. Resources
- **FR-3.1**: Popular destinations resource (list of destinations with descriptions)
- **FR-3.2**: Travel packages resource (standard package offerings)
- **FR-3.3**: Customer service guidelines resource
### 4. Security & Access Control
- **FR-4.1**: Implement basic authentication mechanism
- **FR-4.2**: Role-based access control (e.g., sales vs. support access levels)
- **FR-4.3**: Audit logging of all data access requests
- **FR-4.4**: PII protection and sanitization options
## Non-Functional Requirements
### 1. Performance
- **NFR-1.1**: Response time < 2 seconds for typical queries
- **NFR-1.2**: Support concurrent client connections
- **NFR-1.3**: Efficient data indexing for fast customer/trip searches
### 2. Reliability
- **NFR-2.1**: Graceful error handling and recovery
- **NFR-2.2**: Proper logging for debugging and monitoring
- **NFR-2.3**: Input validation for all tool parameters
### 3. Maintainability
- **NFR-3.1**: Well-documented code with docstrings
- **NFR-3.2**: Modular architecture for easy extension
- **NFR-3.3**: Configuration file for easy deployment
### 4. Usability
- **NFR-4.1**: Clear tool descriptions for Claude to understand
- **NFR-4.2**: Helpful error messages
- **NFR-4.3**: Example queries in documentation
## Technical Requirements
### 1. Technology Stack
- **TR-1.1**: Python 3.10 or higher
- **TR-1.2**: MCP Python SDK (`mcp` package)
- **TR-1.3**: SQLite for demo data storage
- **TR-1.4**: JSON for configuration files
### 2. Data Model
#### 2.1 Customer Table
- customer_id (PRIMARY KEY)
- name (TEXT)
- email (TEXT, UNIQUE)
- phone (TEXT)
- address (TEXT)
- city (TEXT)
- state (TEXT)
- country (TEXT)
- registration_date (DATE)
- loyalty_tier (TEXT: Bronze/Silver/Gold/Platinum)
- preferences (JSON: dietary, accessibility, interests)
#### 2.2 Trip Table
- trip_id (PRIMARY KEY)
- customer_id (FOREIGN KEY)
- destination (TEXT)
- start_date (DATE)
- end_date (DATE)
- cost (DECIMAL)
- status (TEXT: completed/upcoming/cancelled)
- booking_date (DATE)
- num_travelers (INTEGER)
- trip_type (TEXT: adventure/luxury/family/cultural)
- notes (TEXT)
#### 2.3 Request Table
- request_id (PRIMARY KEY)
- name (TEXT)
- email (TEXT)
- phone (TEXT)
- destination_interest (TEXT)
- travel_dates (TEXT)
- num_travelers (INTEGER)
- budget_range (TEXT)
- message (TEXT)
- request_date (DATE)
- status (TEXT: pending/contacted/converted/closed)
### 3. MCP Tools Interface
Each tool should define:
- **TR-3.1**: Clear name and description
- **TR-3.2**: JSON schema for input parameters
- **TR-3.3**: Structured output format
- **TR-3.4**: Error handling with appropriate error types
### 4. Configuration
- **TR-4.1**: Server configuration (name, version)
- **TR-4.2**: Database connection settings
- **TR-4.3**: Access control policies
- **TR-4.4**: Logging configuration
## Data Requirements
### 1. Demo Dataset
- **DR-1.1**: 100+ customer records with diverse demographics
- **DR-1.2**: 200+ trip records spanning multiple destinations and dates
- **DR-1.3**: 50+ information requests in various states
- **DR-1.4**: 10+ popular destinations
### 2. Data Quality
- **DR-2.1**: Realistic travel company data demonstrating use cases
- **DR-2.2**: No real customer PII
- **DR-2.3**: Consistent formatting and data types
- **DR-2.4**: Mix of completed, upcoming, and cancelled trips
- **DR-2.5**: Requests at different stages of the sales funnel
## Deployment Requirements
### 1. Installation
- **DEP-1.1**: `requirements.txt` with all dependencies
- **DEP-1.2**: Setup script for database initialization and seed data
- **DEP-1.3**: Configuration template files
### 2. Documentation
- **DEP-2.1**: README with installation instructions
- **DEP-2.2**: Usage examples for integrating with Claude Desktop
- **DEP-2.3**: Architecture diagram
- **DEP-2.4**: API documentation for all tools
### 3. Testing
- **DEP-3.1**: Example queries to demonstrate functionality
- **DEP-3.2**: Test data validation
- **DEP-3.3**: Error scenario handling
## Example Use Cases
1. **Customer Support**: "Show me all trips for customer John Smith"
2. **Sales Follow-up**: "List all pending requests from the last week"
3. **Analytics**: "How many customers have traveled to Paris in 2024?"
4. **Customer Service**: "Find the customer with email john@example.com and their trip history"
5. **Lead Management**: "Show me requests for trips to Japan with budgets over $5000"
## Future Enhancements (Out of Scope for Demo)
- Real-time booking integration
- Payment processing
- Email/SMS automation for follow-ups
- Advanced analytics and reporting
- Multi-tenant support for travel agencies
- Integration with external booking systems
- Customer feedback and reviews
## Success Criteria
1. MCP server successfully connects with Claude Desktop
2. All defined tools are accessible and functional
3. Demo queries return accurate, well-formatted results
4. System handles errors gracefully
5. Documentation is clear and complete
6. Code is maintainable and extensible