What is Crm Umkm

UMKM CRM is a lightweight MCP server specifically designed for managing customer relationships, product sales, and order tracking for micro and small enterprises (UMKM) using SQLite. It caters to businesses like coffee shops and online stores that require easy-to-use CRM functionalities.

Use cases

This server can be used to record customer orders and interactions, manage product inventories, track sales, and monitor loyal customers. It can also be utilized for sending promotional messages via WhatsApp and exporting weekly activity reports to CSV.

How to use

To run the UMKM CRM server, install it via PyPI using ‘pip install crm-umkm’ and execute ‘uvx crm-umkm’. Configuration can be made in a client like Cursor or any MCP-compatible app by specifying the server command and necessary environment variables, including database path and WhatsApp API details.

Key features

The server offers features such as recording customer orders, managing product inventory, low stock notifications, viewing top-selling products, exporting activity reports to CSV, and sending WhatsApp promotions through an external API.

Where to use

UMKM CRM is ideal for small businesses ranging from local shops to online retailers that need basic CRM capabilities without the complexity of enterprise-level systems. It serves as a practical solution for managing daily customer interactions, sales tracking, and promotional activities.

UMKM CRM (MCP Server)

A lightweight MCP server for managing small business (UMKM) customer relationships, product sales, and order tracking using SQLite.

This server is designed for micro and small enterprises (UMKM) — from warung kopi to online shops — that need simple CRM capabilities, including product tracking, customer records, WhatsApp promotions, and more.

✨ Features

• 💾 Record customer orders and interactions
• 📦 Manage product inventory and sales
• 🔔 Notify when stock is low
• 📈 View top-selling products and loyal customers
• 📄 Export weekly activity to CSV
• 📲 Send WhatsApp promotions (via external API)

📦 Installation

Install from PyPI:

pip install crm-umkm

🚀 Usage

You can run the server using:

uvx crm-umkm

Or configure it in a client like Cursor or any MCP-compatible app:

{
  "mcpServers": {
    "crm-umkm": {
      "command": "uvx",
      "args": ["crm-umkm"],
      "env": {
        "DB_PATH": "/absolute/path/to/crm.db",
        "WHATSAPP_API_URL": "https://your-api.com/send",
        "WHATSAPP_API_TOKEN": "your-api-token"
      }
    }
  }
}

📁 Environment Variables

The database will be initialized automatically on first run.

🧠 Prompt Behavior

This MCP server is specifically scoped for UMKM CRM tasks. The underlying LLM is guided to:

✅ Use these tools when:

• The user wants to record orders, view product stats, monitor stock, or export activity reports
• Managing small business customers and interactions
• Sending promotions via WhatsApp

🚫 Avoid using for:

• Enterprise-level CRM needs
• Marketing campaign automation at scale
• Large-scale ERP workflows

📂 Project Structure

crm-umkm/
└── src/
    └── crm_umkm/
        ├── __init__.py
        ├── server.py
        └── test.py

📝 License

ABRMS License