CRM

The CRM example demonstrates the full range of Upjack features. It’s a Tier 2 app — schemas, skills, and a generated MCP server.

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What’s Included

• 5 entity types: contact (ct_), company (co_), deal (dl_), pipeline (pl_, singleton), activity (act_)
• 3 bundled skills: lead qualification (scoring rubric), deal forecasting, follow-up emails
• 3 schedules: daily pipeline review, weekly stale deal alert, nightly lead scoring
• 2 hooks: auto-score new contacts, trigger forecast on closed deals
• 3 swappable dependencies: email (SES/SendGrid/Resend), enrichment (Clearbit/Apollo), PDF generation

Entity Types

Entity	Prefix	Purpose
contact	ct_	People — leads, customers, partners
company	co_	Organizations contacts belong to
deal	dl_	Sales opportunities with value and stage
pipeline	pl_	Pipeline configuration (singleton)
activity	act_	Interaction log — emails, calls, notes

Key Patterns

Relationships: Contacts link to companies via relationships array. Deals link to both contacts and companies.

Skills as decision logic: The lead qualification skill defines scoring criteria. The agent reads it and applies the rubric — no hardcoded scoring function needed.

Swappable bundles: Email sending is declared by alias (email), not package name. The default is AWS SES, but SendGrid is listed as an alternative. Switch providers by changing one manifest field.

Running It

cd examples/crm
uv run python server.py

This starts an MCP server with 30 tools (6 per entity type) plus context and skill resources.