Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@SMB AI Command Platform MCP Server show me last month's sales data"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Model Context Protocol (MCP) server for the SMB AI Command Platform, enabling AI assistants to interact with platform APIs.
This MCP server provides tools for AI assistants (like Claude) to:
Query business data
Create and manage tasks
Access connector data
Interact with dashboards
Monitor security status
Related MCP server: QuickBooks Online MCP Server
npm install
npm run buildCreate a .env file based on .env.example:
SMB_API_URL=http://localhost:3000
SMB_API_KEY=your-api-keyAdd to your Claude Desktop config (~/.claude/claude_desktop_config.json):
{
"mcpServers": {
"smb-platform": {
"command": "node",
"args": ["/path/to/binelekv2-mcp-server/build/index.js"],
"env": {
"SMB_API_URL": "http://localhost:3000",
"SMB_API_KEY": "your-api-key"
}
}
}
}npm run devTool | Description |
| Query data using natural language |
| Create a new task |
| List tasks with filters |
| Get connected services |
| Get dashboard data |
| Get security posture |
src/
├── index.ts # MCP server entry point
├── client.ts # API client for SMB platform
└── tools/ # Tool implementationsMIT
Create a new automation. Supports scheduled tasks, email sequences, and triggered workflows.
Inputs: name (required), actions (required), triggerType (required), schedule.
Get data from a specific dashboard. Use smb_list_dashboards first to find available dashboards.
Inputs: dashboardId (required).
Get current business metrics from Mini Foundry. Available metrics: revenue, orders, customers, avg_order_value, conversion_rate, inventory_value.
Inputs: period (required), metrics (required).
List all configured automations in Ops Copilot. Shows task automations, email workflows, and scheduled jobs.
Inputs: no named parameters.
List all connected integrations (Shopify, Stripe, QuickBooks, etc.) and their sync status.
Inputs: no named parameters.
List all dashboards in Mini Foundry. Dashboards aggregate metrics and visualizations.
Inputs: no named parameters.
List all open security issues that need attention. Issues are categorized by severity (critical, high, medium, low).
Inputs: no named parameters.
List all products being tracked in Marketplace Intelligence. Shows your price vs competitor prices.
Inputs: no named parameters.
List all team members and their security status including MFA enrollment, last login, and risk level.
Inputs: no named parameters.
Get detailed price comparison for a specific tracked product. Use smb_list_tracked_products first to find product IDs.
Inputs: productId (required).
Ask a natural language question about your business. The AI will analyze your connected data and provide insights. Examples: "What was my revenue last month?", "Which products are selling best?", "Who are my top customers?"
Inputs: query (required), module.
Trigger an automation to run immediately. Use smb_list_automations first to find the automation ID.
Inputs: automationId (required).
Search across all connected business data sources. Returns matching records from Shopify, Stripe, QuickBooks, etc.
Inputs: query (required), limit, sources.
Get current security score and status from Cybersecurity Scanner. Shows overall score, MFA adoption, and open security issues.
Inputs: no named parameters.
Trigger a data sync for a specific connector. Use smb_list_connectors first to find connector IDs.
Inputs: connectorId (required).
Start tracking a new product for price monitoring. Provide the product URL from Amazon, Shopify, or Etsy.
Inputs: yourPrice (required), productUrl (required).
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Scored across 16 tools
Each tool targets a distinct resource and action, e.g., smb_create_automation vs smb_list_automations vs smb_run_automation, with no overlapping purposes. The descriptions clearly differentiate between dashboards, metrics, connectors, security, product tracking, search, and query.
All tools follow the consistent pattern 'smb_verb_noun' using snake_case (e.g., smb_list_connectors, smb_sync_connector). The verbs are descriptive (create, get, list, run, sync, track) and uniformly applied, making the tool set predictable.
With 16 tools, the count is well-scoped for an SMB AI platform covering automation, dashboards, metrics, connectors, security, product tracking, search, and query. Each tool earns its place without redundancy or excess.
The tool set covers core CRUD and operational workflows for automation, dashboards, metrics, connectors, security, and product tracking. Minor gaps exist (e.g., no update/delete for automations, no user management beyond listing), but the surface is largely complete for common SMB tasks.
Connect AI assistants to Appimate's Business Agent Tools and Services.
Connect QuickBooks Online to AI agents with secure read or write access across multiple companies.
Connect AI to store orders, products and inventory with scoped access and human approvals.
Query your books, company data, business health, and ship invoices from your AI assistant.
