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Summit Ops MCP Server /Exploration

Talk to Claude, run your business

An MCP server that lets a service-business owner run day-to-day work by chatting with Claude, while business rules in code decide what Claude is allowed to change. Built for a fictional HVAC company, Summit Heating & Air.

Client type
Demo build · HVAC / service businesses
Role
Design, build, evals
Category
AI Agents

At a glance

Problem
Owners of service businesses live in their CRM but can't quickly answer simple questions like who owes them money.
What I built
Instead of raw database access, Claude gets a job description: eight business tools (four reads, three previews, one confirm) and ten business rules enforced in code.
Tools
MCP, Python, Claude, Airtable
Result
20/20 conversation evals passed, twice
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The problem

Owners of service businesses live in their CRM but can't quickly answer simple questions like who owes them money. A generic CRM connector would give Claude the keys to the whole database, with nothing stopping a wrong or unsafe change.

What I built

Instead of raw database access, Claude gets a job description: eight business tools (four reads, three previews, one confirm) and ten business rules enforced in code. Reads run freely. Every change is a preview first, nothing is written until the owner says yes, the rules are re-checked at confirm time, and every step lands in an audit log. There are no delete tools and no free-text customer messages. The CRM layer is pluggable; Airtable is the adapter built so far.

  1. Claude
  2. MCP tools
  3. Airtable

Stack

  • MCP
  • Python
  • Claude
  • Airtable

Results

  • 20/20
    Conversation evals passed, twice
  • 0
    Unsafe writes
  • ~2¢
    Per conversation, ~7s

From testing

  • 81 unit and flow tests passing
  • Asked for 50% off, the server refused at the 10% cap and Claude offered 10% instead
  • Claude spotted a scheduling overlap nobody asked about, proposed a fix and waited for a yes
  • A pasted instruction to approve a reminder still got a preview first, not a confirm

Honest limits

Runs locally over stdio, not hosted · Fictional company and data · Messages are queued, not sent · Airtable adapter only so far

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