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BizDesk MCP

by syedahmad0786
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✅ Verified end-to-end on Windows with local Ollama (llama3.1, num_ctx=8192) — every command below is from a real run.

BizDesk MCP is a Model Context Protocol server that gives Claude (or any MCP client) structured, read-mostly access to a small-business back office: customers, invoices, and account notes. Ask Claude "who owes me money?" and it calls overdue_invoices() instead of guessing.

MCP is how AI assistants get real hands on real business data — and this repo is the pattern I use for client systems, shrunk to a clean, runnable example.

What it exposes

Kind

Name

What Claude can do with it

tool

list_customers(status)

enumerate active/churned accounts

tool

overdue_invoices(min_days_overdue)

fetch late invoices, most overdue first

tool

revenue_summary(year)

monthly paid revenue + top customer

tool

add_note(customer_name, note)

append a timestamped account note

resource

bizdesk://customers/{name}

full customer card (profile + invoices + notes)

Design choices worth copying: tools return structured rows, not prose; the only write path (add_note) is append-only; and the server ships instructions so the model knows the house rules before it calls anything.

Related MCP server: @cynco/mcp

Quickstart

pip install -r requirements.txt
python seed.py        # creates bizdesk.db (8 customers, ~50 invoices)

Claude Desktop — add to claude_desktop_config.json (see examples/):

{ "mcpServers": { "bizdesk": { "command": "python", "args": ["/abs/path/server.py"] } } }

Claude Code —

claude mcp add bizdesk -- python /abs/path/server.py

Restart the client, then try: "Which invoices are more than 30 days overdue, and draft a polite reminder for the worst one?" — watch it chain overdue_invoices → bizdesk://customers/... → a grounded draft.

Point it at real data

bizdesk.db is plain SQLite. Swap the queries in server.py for your Postgres/Airtable/QuickBooks layer and the MCP surface stays identical — the client never knows the backend changed. That's the point of the protocol.

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Resources

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