Unleash the Power of Your Iaptic Data with AI: An MCP Server Integration Guide

Harness the potential of Large Language Models (LLMs) like Claude to gain unprecedented insights from your Iaptic data. This guide details how to set up an MCP (Model Context Protocol) server, enabling seamless interaction between AI and your customer, purchase, transaction, and statistical information within Iaptic.

Understanding the Model Context Protocol (MCP)

The Model Context Protocol (MCP) acts as a universal translator, bridging the gap between LLM applications and external data sources. By adhering to this open standard, you can empower your AI to access and utilize real-world context, leading to more informed and accurate responses.

Installation Methods

Choose the installation method that best suits your workflow:

Method 1: Streamlined Installation via Smithery

Smithery simplifies the installation process, automating the configuration for Claude Desktop:

npx -y @smithery/cli install mcp-server-iaptic --client claude

Method 2: Manual Installation for Granular Control

For users who prefer a hands-on approach, follow these steps:

# Option 1: Execute directly with npx (no global installation)
npx mcp-server-iaptic --api-key YOUR_API_KEY --app-name YOUR_APP_NAME

# Option 2: Global installation for convenient access
npm install -g mcp-server-iaptic
mcp-server-iaptic --api-key YOUR_API_KEY --app-name YOUR_APP_NAME

Important: Replace YOUR_API_KEY and YOUR_APP_NAME with your actual Iaptic API key and application name.

Integrating with Claude Desktop

To enable the MCP server within Claude Desktop, modify your configuration file as follows:

{
  "iaptic": {
    "command": "npx",
    "args": [
      "mcp-server-iaptic",
      "--api-key", "your-api-key-here",
      "--app-name", "your-app-name-here"
    ]
  }
}

Note: Ensure that your-api-key-here and your-app-name-here are replaced with your valid Iaptic credentials.

Available Tools: A Comprehensive Overview

This MCP server exposes a suite of powerful tools, allowing your AI to interact with various aspects of your Iaptic data:

Customer Management

• customer_list: Retrieve a comprehensive list of your customers.
• customer_get: Obtain detailed information about a specific customer using their unique ID.

Purchase Analysis

• purchase_list: Access a list of purchases, with advanced filtering options:
  • limit: Control the number of purchases returned (default: 100, maximum: 1000).
  • offset: Implement pagination by skipping a specified number of purchases.
  • startdate: Filter purchases occurring after a specific date (ISO 8601 format, e.g., 2024-01-01).
  • enddate: Filter purchases occurring before a specific date (ISO 8601 format, e.g., 2024-12-31).
  • customerId: Isolate purchases made by a particular customer.
• purchase_get: Retrieve detailed information about a specific purchase using its unique ID.

Transaction Insights

• transaction_list: Explore a list of transactions, with pagination and date filtering capabilities:
  • limit: Control the number of transactions returned (default: 100, maximum: 1000).
  • offset: Implement pagination by skipping a specified number of transactions.
  • startdate: Filter transactions occurring after a specific date (ISO 8601 format, e.g., 2024-01-01).
  • enddate: Filter transactions occurring before a specific date (ISO 8601 format, e.g., 2024-12-31).
  • purchaseId: Isolate transactions associated with a particular purchase.
• transaction_get: Retrieve detailed information about a specific transaction using its unique ID.

Statistical Analysis

• stats_get: Obtain general statistics related to transactions and revenue.
• stats_app: Access application-specific statistical data.

Event Monitoring

• event_list: Monitor recent events with pagination and date filtering:
  • limit: Control the number of events returned (default: 100).
  • offset: Implement pagination by skipping a specified number of events.
  • startdate: Filter events occurring after a specific date (ISO 8601 format, e.g., 2024-01-01).
  • enddate: Filter events occurring before a specific date (ISO 8601 format, e.g., 2024-12-31).

App Management

• iaptic_switch_app: Seamlessly switch between different Iaptic applications.
  • appName: The name of the target application.
  • apiKey: The API key associated with the target application.
• iaptic_reset_app: Revert to the default Iaptic application configuration.
• iaptic_current_app: Retrieve information about the currently active Iaptic application.

Development Workflow

For developers looking to contribute or customize the MCP server:

# Install project dependencies
npm install

# Run the server in development mode (with hot-reloading)
npm run dev

# Build the server for production deployment
npm run build

# Start the production-ready server
npm start

System Requirements

• Node.js version 18 or higher.
• A valid Iaptic account with associated API credentials.

By following this guide, you can effectively integrate your Iaptic data with LLMs, unlocking new possibilities for data analysis, customer understanding, and AI-driven decision-making.