Espone API JSON e MCP HTTP per far lavorare gli agenti sul CRM.
Gli agenti autenticati con token Bearer possono leggere today/pipeline e annotare attività, con host MCP allineati a quelli di produzione. Co-authored-by: Cursor <cursoragent@cursor.com>
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Cursor
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# frozen_string_literal: true
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require "json"
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require "mcp"
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module EminuxCrmMcp
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INSTRUCTIONS = <<~TEXT.freeze
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Sei collegato a eminuxCRM. Quando l'utente chiede di lavorare su prospect, pipeline, task o follow-up, usa questi tool (non curl).
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1. list_projects per i project_code (matchlivetv, riskmeter, cardoo, …).
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2. today per capire cosa fare oggi.
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3. search / get_organization per il contesto.
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4. create_activity, complete_task, create_task, update_opportunity_stage per agire.
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Non inviare mailing, non cancellare record, non gestire utenti.
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TEXT
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module_function
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def allowed_hosts
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hosts = %w[localhost 127.0.0.1 [::1] web]
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hosts.concat(configured_public_hosts)
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hosts << "www.example.com" if defined?(Rails) && Rails.env.test?
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hosts.map { |host| normalize_host(host) }.compact.uniq
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end
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def configured_public_hosts
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values = [ ENV["APP_HOST"] ]
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values.concat(ENV.fetch("RAILS_ALLOWED_HOSTS", "").split(","))
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values
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end
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def normalize_host(value)
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host = value.to_s.strip
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return if host.blank?
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host = host.sub(%r{\Ahttps?://}i, "")
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host.split("/").first
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end
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def server_for(user:)
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MCP::Server.new(
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name: "eminuxcrm",
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version: "1.0.0",
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instructions: INSTRUCTIONS,
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server_context: { user: user },
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tools: [
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ListProjects,
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Today,
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Search,
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GetOrganization,
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CreateTask,
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CompleteTask,
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CreateActivity,
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UpdateOpportunityStage
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]
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)
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end
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def json_response(result)
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MCP::Tool::Response.new(
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[ { type: "text", text: JSON.pretty_generate(result.body.as_json) } ],
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error: !result.ok
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)
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end
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def session_from(server_context)
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user = extract_user(server_context)
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raise "MCP senza utente autenticato" if user.nil?
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Crm::AgentSession.new(user)
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end
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def extract_user(ctx)
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return if ctx.nil?
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return ctx[:user] if ctx.is_a?(Hash)
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return ctx.user if ctx.respond_to?(:user) && ctx.method(:user).arity.zero?
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inner = ctx.instance_variable_get(:@context) if ctx.respond_to?(:instance_variable_get)
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return inner[:user] if inner.is_a?(Hash)
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ctx[:user] if ctx.respond_to?(:[])
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end
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class ListProjects < MCP::Tool
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description "Elenca i progetti CRM accessibili all'utente del token (codici da usare negli altri tool)."
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class << self
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def call(server_context: nil)
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).projects)
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end
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end
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end
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class Today < MCP::Tool
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description "Cosa fare oggi: task scaduti, di oggi, in arrivo e opportunità ferme da 7+ giorni."
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input_schema(
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properties: {
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project_code: { type: "string", description: "Codice progetto, es. matchlivetv" }
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},
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required: %w[project_code]
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)
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class << self
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def call(project_code:, server_context: nil)
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).today(project_code))
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end
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end
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end
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class Search < MCP::Tool
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description "Cerca organizzazioni, contatti e opportunità nel progetto."
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input_schema(
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properties: {
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project_code: { type: "string" },
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q: { type: "string", description: "Testo di ricerca" }
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},
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required: %w[project_code q]
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)
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class << self
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def call(project_code:, q:, server_context: nil)
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).search(project_code, q))
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end
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end
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end
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class GetOrganization < MCP::Tool
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description "Scheda organizzazione: anagrafica, contatti, opportunità aperte, task pending e ultime attività."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID organizzazione" }
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},
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required: %w[project_code id]
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)
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class << self
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def call(project_code:, id:, server_context: nil)
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).organization(project_code, id))
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end
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end
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end
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class CreateTask < MCP::Tool
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description "Crea un task (follow-up, chiamata, email, …) su un'organizzazione del progetto."
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input_schema(
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properties: {
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project_code: { type: "string" },
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organization_id: { type: "integer" },
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title: { type: "string" },
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due_at: { type: "string", description: "ISO8601, es. 2026-09-03T10:00:00+02:00" },
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description: { type: "string" },
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contact_id: { type: "integer" },
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opportunity_id: { type: "integer" },
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assigned_user_id: { type: "integer" },
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priority: { type: "string", description: "low, normal, high, urgent" },
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task_type: { type: "string", description: "follow_up, call, email, meeting, demo, proposal, generic" }
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},
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required: %w[project_code organization_id title due_at]
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)
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class << self
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def call(project_code:, organization_id:, title:, due_at:, description: nil, contact_id: nil,
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opportunity_id: nil, assigned_user_id: nil, priority: nil, task_type: nil, server_context: nil)
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attrs = {
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organization_id: organization_id,
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title: title,
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due_at: due_at,
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description: description,
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contact_id: contact_id,
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opportunity_id: opportunity_id,
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assigned_user_id: assigned_user_id,
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priority: priority,
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task_type: task_type
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}.compact
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).create_task(project_code, attrs))
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end
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end
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end
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class CompleteTask < MCP::Tool
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description "Segna un task come completato e registra l'attività in timeline."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID task" }
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},
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required: %w[project_code id]
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)
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class << self
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def call(project_code:, id:, server_context: nil)
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).complete_task(project_code, id))
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end
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end
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end
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class CreateActivity < MCP::Tool
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description "Annota un'attività in timeline (nota, chiamata, email inviata/ricevuta, demo, proposta, …)."
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input_schema(
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properties: {
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project_code: { type: "string" },
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organization_id: { type: "integer" },
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activity_type: { type: "string", description: "note, email_sent, email_received, call, meeting, demo, follow_up, proposal_sent, other" },
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subject: { type: "string" },
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description: { type: "string" },
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happened_at: { type: "string", description: "ISO8601; default ora" },
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contact_id: { type: "integer" },
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opportunity_id: { type: "integer" }
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},
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required: %w[project_code organization_id activity_type subject]
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)
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class << self
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def call(project_code:, organization_id:, activity_type:, subject:, description: nil, happened_at: nil,
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contact_id: nil, opportunity_id: nil, server_context: nil)
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attrs = {
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organization_id: organization_id,
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activity_type: activity_type,
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subject: subject,
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description: description,
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happened_at: happened_at,
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contact_id: contact_id,
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opportunity_id: opportunity_id
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}.compact
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EminuxCrmMcp.json_response(EminuxCrmMcp.session_from(server_context).create_activity(project_code, attrs))
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end
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end
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end
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class UpdateOpportunityStage < MCP::Tool
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description "Sposta un'opportunità di pipeline (to_contact, contacted, replied, interested, demo_trial, first_use, proposal, won, lost)."
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input_schema(
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properties: {
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project_code: { type: "string" },
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id: { type: "integer", description: "ID opportunità" },
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pipeline_stage: { type: "string" },
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lost_reason: { type: "string", description: "Obbligatorio se stage = lost" },
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notes: { type: "string" }
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},
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required: %w[project_code id pipeline_stage]
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)
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class << self
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def call(project_code:, id:, pipeline_stage:, lost_reason: nil, notes: nil, server_context: nil)
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EminuxCrmMcp.json_response(
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EminuxCrmMcp.session_from(server_context).update_opportunity_stage(
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project_code,
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id,
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pipeline_stage: pipeline_stage,
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lost_reason: lost_reason,
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notes: notes
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)
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)
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end
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end
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end
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end
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