02 ยท Projects

ERP/CRM + MCP Assistants & Agents

All-in-one development or AI integration for what you already run

We offer two separate services: all-in-one ERP/CRM or operational system development with AI built in from the start, and MCP assistant/agent integration for an existing app, system, or workflow to boost productivity without a rebuild.

Explore your use case
Q1

What is an MCP server?

Think of an MCP server as a universal adapter. It lets the AI plug into your CRM, ERP, database, or documents — using one common language. The AI doesn't need to know how each system works internally; it just asks the MCP server.

Q2

What does the AI MCP assistant do?

It's the natural-language front door to your ERP/CRM or existing app. Depending on scope, it can stay read-only for answers and reports, or operate as an approved agent workflow that drafts, routes, checks, notifies, or updates inside defined guardrails.

SERVICE PATHS

Two separate ways to use MCP

MCP is not only for new systems. We treat all-in-one system development and MCP integration for an existing app or workflow as separate services, so the solution matches what you actually need.

01

All-in-one development

We design and build the ERP/CRM or operational system itself, then include the MCP assistant/agent layer from the start. Best when you need a new custom system.

02

MCP for an existing app

We connect MCP assistants and agents to the app, data, approvals, notifications, and workflows you already use. Your current system gains AI capabilities without a rebuild.

Advantages of MCP integration

🔁

Extend your current systems

Connect to Salesforce, SAP, Dynamics, kintone, internal databases, documents, and custom apps without forcing a platform migration.

🤖

Automate repetitive work

Turn lookups, reporting, ticket triage, approval checks, notifications, and handoffs into guided AI workflows with human oversight where it matters.

📈

Boost team productivity

Reduce context switching, searching through dashboards, and copy-paste work so people can spend more time on analysis, decisions, and customer work.

🛡

Governed by design

Build around existing permissions, audit logs, approval rules, and deployment constraints, including on-prem and private cloud environments.

How it works

Your question goes to the AI. The AI asks the MCP server. The MCP server fetches real data from your systems. You get a precise answer.

Existing systems User AI Assistant MCP Server Runs within permissions ERP CRM Database Reports Documents Question MCP Look up Update Reviewed and approved Every action logged Precise answer

Why answers become precise

Without MCP
  • Answers from general training data (sometimes outdated)
  • Can't see your actual sales or customers
  • Can talk about reports but can't create them
  • You have to copy-paste data in every time
With MCP
  • Answers from your live business data
  • Sees your real sales, customers, inventory
  • Generates real reports automatically
  • Acts directly inside your systems

What you can do

Reports in seconds

Sales reports, inventory snapshots, pipeline summaries — generated instantly, in plain language.

💬

Ask about your data

"Who are our top 10 customers this quarter?" — the real, live answer from your CRM.

🔗

Cross-system answers

Pull data from ERP + CRM + your database at once, cross-referenced into a single response.

Built around you

We customize both layers — the underlying ERP/CRM AND the AI assistant — to your operations.

No SQL needed

No dashboards, no reports to dig through. Plain language in, real data out.

🔒

Stays on your network

On-prem or private cloud — your data never leaves your control.

Real examples

"

What did our top 5 accounts spend in Q3? Break it down by region and product line.

"

Show me every quote still pending after 14 days — with owner, value, and last activity date.

"

Pull inventory for SKU 4421 across all warehouses and flag anything below safety stock.

"

Summarize last month's support tickets, group by product, rank by impact.

BUILT AROUND YOUR WORK

Put AI at a useful point in your workflow.

Sales questions, stock checks, approval preparation. Start with a recurring task where a connected assistant could make work easier to review and complete.

CHOOSE YOUR SCENARIO

IN PRACTICE / 01

Sales & customer operations

Account history, pending quotes, next actions. Explore a workflow that turns authorized CRM information into answers and drafts an account owner can review.

WHAT TO EVALUATE

Check source accuracy, visibility by role, and whether drafts are useful to the account owner.

A FOCUSED FIRST STEP

Define the proof before the rollout.

Use one workflow and a bounded dataset to establish integration feasibility and day-to-day usefulness.

  1. Map the task and systems

    Identify inputs, data owners, permissions, and the expected output. Choose between a new system and an extension to an existing one.

  2. Prove a bounded workflow

    Use approved data and an agreed environment to check answers, permissions, and failure handling. Scope write actions explicitly.

  3. Define the operating model

    Review accuracy, task time, usage costs, monitoring, and maintenance ownership before agreeing to expand.

BEFORE YOU DECIDE

The questions worth asking.

A practical starting point for your operations, technology, and data teams.

Do we need to replace our ERP or CRM?

We offer both MCP integration for existing applications and all-in-one development. The fit depends on available interfaces, permissions, and operational constraints.

How are updates and actions controlled?

Read access and write actions are scoped separately. We define permitted operations and approvers, then validate permissions, audit needs, and recovery for the specific implementation.

Where will our data be processed?

Deployment is designed around your systems and selected models, including on-premises or private-cloud options. We clarify data flows, external processing, and retention during design.

LET'S MAKE IT CONCRETE

Bring one repetitive task and the systems behind it. Let's identify a feasible first integration.

Ready to bring this to your business?

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