CRM — Upjack Demo App

Lightweight contact and deal tracker with agent-driven follow-ups and pipeline reviews, built with Upjack.

View on mpak registry | Built by NimbleBrain

What This Demonstrates

• 3 entity types with JSON Schema definitions and allOf composition
• 4 custom domain tools for pipeline management and interaction tracking
• 2 bundled skills: follow-up coaching and daily pipeline review
• Hooks: auto-trigger follow-up coach on new interactions and deal stage changes
• Schedules: daily weekday pipeline review at 9 AM
• 3 named views: active pipeline, needs follow-up, recent interactions
• Seed data with realistic contacts, deals, and interactions

Entity Types

Entity	Prefix	Schema	Notes
Contact	ct_	contact.schema.json	People — the hub entity. Deals and interactions link here.
Deal	dl_	deal.schema.json	Sales opportunities with stage, value, and close date.
Interaction	ix_	interaction.schema.json	Activity log: meetings, emails, calls, notes.

Custom Tools

Tool	Purpose
move_deal_stage	Advance/regress a deal with auto close-date and probability
log_interaction	Create an interaction with auto-wired contact relationship
pipeline_summary	Aggregate metrics by stage: count, value, win rate
contact_timeline	Full interaction history for a contact (newest first)

Skills

Follow-Up Coach

Ensures every interaction has a concrete next step. Auto-sets follow-up dates based on interaction type (meetings: 2 days, calls: 5 days, emails: 3 days). Triggered on interaction.created and deal.updated (stage change).

Pipeline Reviewer

Daily health check of the sales pipeline. Identifies stale deals (no interaction in 14+ days), overdue follow-ups, and past-due close dates. Runs weekdays at 9 AM.

File Structure

crm/
├── manifest.json
├── server.py
├── context.md
├── schemas/
│   ├── contact.schema.json
│   ├── deal.schema.json
│   └── interaction.schema.json
├── skills/
│   ├── follow-up-coach/SKILL.md
│   └── pipeline-reviewer/SKILL.md
├── seed/
│   ├── sample-contacts.json
│   ├── sample-deals.json
│   └── sample-interactions.json
└── tools/
    ├── __init__.py
    ├── move_deal_stage.py
    ├── log_interaction.py
    ├── pipeline_summary.py
    └── contact_timeline.py

Running the Server

uv pip install upjack[mcp]
python server.py