Business Operations MCP Server
Click on "Install 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., "@Business Operations MCP Servercreate a high-priority task to follow up with the vendor"
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.
Business Operations MCP Server
An MCP (Model Context Protocol) server that exposes internal business operations — task management and internal-knowledge-base search — as tools any MCP-compatible AI agent (Claude Desktop, Claude Code, or a custom LangGraph/CrewAI agent) can call directly.
Built to demonstrate the core skill set behind "AI agent + business automation" roles: designing tool interfaces an LLM can reliably call, grounding answers in real company documents instead of letting the model guess, and wiring that up through the Model Context Protocol so it can be plugged into any MCP client without custom integration code per client.
Why this exists
Most "AI agent" demos are a single chatbot wrapped around an API call. This project instead demonstrates the actual building block enterprises need: a reusable, typed tool server that any agent framework can attach to — which is exactly what MCP was designed for, and exactly what shows up in job descriptions asking for "MCP servers, tool orchestration, and context integrations."
Related MCP server: production-grade-mcp-agentic-system
Tools Exposed
Tool | Description |
| Create an operational task (title, description, priority, assignee) |
| List/filter tasks by status or assignee, with pagination |
| Move a task to |
| Semantic search over internal docs (RAG-style) to answer policy questions grounded in real content |
How the RAG tool works
search_knowledge_base loads every .md/.txt file in knowledge_base/,
builds a TF-IDF index, and ranks documents by cosine similarity to the
query. This intentionally avoids requiring an API key or external vector DB
so the server runs fully offline out of the box — the retrieval layer is
swappable for a real embedding model + vector store (e.g. OpenAI embeddings
Chroma/Pinecone) without changing the tool's interface, which is the same architecture pattern used in production RAG systems.
Three sample internal documents are included (leave_policy.md,
expense_policy.md, onboarding_process.md) so the tool is demonstrably
useful the moment you clone the repo — ask it "how many sick days do I get"
and it retrieves the right document, not a hallucinated answer.
Tech Stack
Protocol: Model Context Protocol (MCP), official Python SDK (FastMCP)
Validation: Pydantic v2 (typed inputs, constraints, auto-generated schemas)
Storage: SQLite (tasks) — zero external dependencies to run
Retrieval: scikit-learn TF-IDF + cosine similarity (swappable for a vector DB)
Setup & Run
# Clone the repository
git clone https://github.com/shdbfrz/Business-Operations-MCP-Server-AI-Agent-Tooling-for-Task-Management-Knowledge-Base-Retrieval.git
cd business-ops-mcp
# Create and activate a virtual environment
python -m venv venv
source venv/bin/activate # Windows: venv\Scripts\activate
# Install dependencies
pip install -r requirements.txt
# Run the server (stdio transport — for local MCP clients)
python server.pyConnecting to Claude Desktop
Add to your Claude Desktop MCP config (claude_desktop_config.json):
{
"mcpServers": {
"business_ops": {
"command": "python",
"args": ["/absolute/path/to/business-ops-mcp/server.py"]
}
}
}Restart Claude Desktop, and the four tools become available to call directly in conversation — e.g. "create a high-priority task to follow up with the vendor" or "what's our expense reimbursement policy for amounts over 10,000?"
Project Structure
business-ops-mcp/
├── server.py # MCP server + tool definitions (FastMCP)
├── storage.py # SQLite task storage + TF-IDF knowledge base search
├── knowledge_base/ # Sample internal documents for RAG search
│ ├── leave_policy.md
│ ├── expense_policy.md
│ └── onboarding_process.md
├── requirements.txt
└── README.mdDesign Notes
Typed, validated inputs: every tool uses a Pydantic model with explicit
Fieldconstraints (min/max length, enums for status/priority) so the LLM gets clear, structured error messages instead of silent failures on bad input.Read-only vs. mutating tools are annotated:
list_tasksandsearch_knowledge_baseare markedreadOnlyHint=True;create_taskandupdate_task_statusare not — this lets MCP clients reason about which tool calls are safe to retry or require confirmation.Pagination built in on
list_tasksfrom the start, rather than bolted on later, since unbounded result sets are a common way agent tool calls blow up context windows.Grounded answers over guesses:
search_knowledge_basereturns an explicit empty-result signal (not a fabricated answer) when nothing relevant is found, so the calling agent knows to say "I don't know" instead of hallucinating a policy that doesn't exist.
Possible Extensions
Swap the TF-IDF retrieval for real embeddings + a vector DB (Chroma/Pinecone) for semantic search that generalizes beyond keyword overlap.
Add a
draft_emailtool that composes a reply grounded in a task or KB result.Wrap the server with Streamable HTTP transport to make it a remote, multi-client MCP server instead of local stdio.
Connect it to n8n or a LangGraph agent as an external tool node to build a full end-to-end workflow (e.g. Slack message → agent creates task → agent answers policy question from KB → posts back to Slack).
Author
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