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Glama
finamatik

Ops MCP Server (Finamatik)

Official
by finamatik

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
OPS_MCP_DBNoPath to a specific SQLite database file.
OPS_MCP_HOMENoDirectory where data lives (ops.db and audit.jsonl).~/.finamatik-ops-mcp/
OPS_MCP_AUDITNoPath to a specific audit log file.
OPS_MCP_READ_ONLYNoSet to 1 to remove the write tools from the tool list entirely; set to 0 to allow writes.0
OPS_MCP_TRANSPORTNoSet to streamable-http to serve /mcp on port 8000 over HTTP instead of stdio.

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
search_contactsA

Find contacts by name, company, email, phone or city (case-insensitive substring). Returns up to limit (max 50).

get_contactA

Full view of one contact: profile, deals, open tasks, last 5 notes, last 5 orders. Use the id from search_contacts (e.g. C-1007).

list_tasksA

List tasks, default open ones, optionally filtered by assignee (hamza|sana|ali) and due date (YYYY-MM-DD). Sorted by due date.

check_inventoryA

Stock levels. Pass a SKU for one item, or low_stock_only=true for items at/below their reorder level.

pipeline_summaryA

Deals by stage (count + AED value), open pipeline total, and open deals expected to close in the next 30 days.

add_noteA

Append a timestamped note to a contact's timeline (max 2,000 characters).

create_taskB

Create an open task for a contact. due_date is YYYY-MM-DD and may not be in the past.

complete_taskC

Mark a task done (idempotent).

update_deal_stageC

Move a deal to a new pipeline stage.

create_orderA

Place a sales order for a contact. Checks stock first. dry_run=true (default) only returns a priced preview , confirm with the user, then call again with dry_run=false to commit and decrement inventory.

Prompts

Interactive templates invoked by user choice

NameDescription
daily_ops_briefingMorning briefing: overdue tasks, deals closing soon, low stock, with suggested next actions.

Resources

Contextual data attached and managed by the client

NameDescription
schemaData dictionary so the model knows what the ids and fields mean.
low_stock
pipeline_resource

TDQS

A3.5/5.0

Scored across 10 tools

Disambiguation5/5

Each tool has a clearly distinct purpose: search vs. full profile lookup (search_contacts/get_contact), task listing vs. creation vs. completion, and inventory, pipeline, note, and order operations are all separate concerns. The only near-overlap (check_inventory vs. create_order stock check) is explicitly clarified in the descriptions.

Naming Consistency4/5

Most tools follow a clean verb_noun pattern (search_contacts, get_contact, list_tasks, add_note, create_task, complete_task, update_deal_stage, create_order). The single outlier is pipeline_summary, which is noun-only with no verb, a minor deviation from an otherwise consistent convention.

Tool Count5/5

Ten tools is well within the ideal 3-15 range and each one covers a distinct operational need for a CRM/ops assistant. No tool feels redundant or padded.

Completeness3/5

Tasks have list/create/complete but no update or delete, contacts can only be read (no create/update), and orders/deals lack listing or retrieval tools (e.g. no list_orders, get_deal, delete task). Core read workflows exist but the lifecycle surface has notable gaps that could cause dead ends.

Maintenance

ActivityMaintained
ResponsivenessNo issues