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Integrations, Claude over MCP, and the demo data.
Outlook mail, calendar and SharePoint documents.
Mailbox: liv@egerton.example
Draft invoices from projects.
Organisation: Egerton Consulting (Demo Company)
Use this demo with your own Claude, in the Claude Desktop app or on claude.ai.
Set MCP_DEMO_TOKEN in your shell first; the token is shared separately and is never shown here.
Endpoint
https://egerton.emertech.nz/api/mcpAdd to Claude Code
claude mcp add --transport http egerton-hub https://egerton.emertech.nz/api/mcp --header "Authorization: Bearer $MCP_DEMO_TOKEN"list_opportunities · Opportunities in the pipeline with stage, value, owner and next stepget_opportunity · One opportunity with client, contact, linked emails, meetings (with summaries), quotes and taskslist_projects · Projects with status, lead, dates, budget and task progressget_project · One project with tasks, invoices, meetings and emailslist_tasks · Tasks filtered by project, opportunity, owner, status or due dateadd_task · Add a task to a project or opportunity (exactly one of projectId / opportunityId; source `mcp`)update_task · Change a task's status, owner, due date, title or detaillog_meeting · Log notes or a transcript; returns summary, decisions, actions (filed as tasks) and the client reportget_weekly_focus · This week's (or a given week's) focus blocks clustered by projectcreate_quote · Create a quote for an opportunity, optionally with suggested components; returns the bundle, totals and the full app link to the quotecreate_inquiry · Create a new inquiry (opportunity in New inquiry) from a phone call or conversation; reuses the client if one with that name exists, otherwise creates the client and contact (optional source, sector and town). Returns the full app link. Mock data onlylist_emails · The simulated inbox (invented emails): subject, sender, received time, snippet and what each is linked to; unlinked only by defaultcreate_inquiry_from_email · Turn a simulated inbox email into a new inquiry, creating the client and contact if needed; returns the full app linkmark_proposal_sent · Mark a proposal as sent (moves the opportunity to Proposal sent). It only changes a status: this demo sends no emailget_overview · Start here: pipeline counts and value by stage, active projects, Liv's tasks due this week and the last 5 activity rows, in one callPuts every opportunity, quote, project, task, meeting and email back to the starting point, with dates moved to this week. It also runs automatically every night at 04:00.
Pipeline, quotes, proposals, projects, tasks and meetings
Stored in a real Postgres database (Neon) when deployed.
AI suggestions, meeting summaries, proposals and weekly focus
Drafted by Claude when a key is set; otherwise a deterministic offline draft, always labelled.
MCP server for Claude
A real endpoint with 15 tools, protected by a bearer token or a secret connector link.
Daily reseed and Reset demo data
Rebuilds the invented data so dates always sit in the current week.
Microsoft 365 mailbox, calendar and SharePoint
Invented emails; sync, calendar blocks and saved documents are simulated.
Xero invoices
“Push to Xero” simulates a draft invoice; nothing reaches Xero.
Clients, people and emails
All invented; every email domain ends in .example.
Sign-in
There is no login. Switch the acting user from the top bar.