The situation
The company wanted its AI agent to work directly with CRM data, but there was no safe, structured way to connect the two. Report generation was manual and consumed hours of the team's week.
What we did
We built an MCP server in TypeScript that exposes the CRM to the AI agent over a controlled interface, backed by PostgreSQL and a REST API, with OAuth 2.0 securing access. The agent can now read and act on CRM data within defined permissions.
The outcome
The AI agent gained governed access to the CRM, report generation is fully automated, and the team recovered about 20 hours a week.