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init: 汽车零部件智能报价 MCP 服务（ERP + CRM）

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# MCP for CRM — 汽车零部件智能报价 CRM 数据服务
## 概述
为汽车零部件（小型阀体外壳）智能报价智能体提供 CRM 数据访问能力，通过 MCP 协议暴露 5 个工具。
## 技术栈
- **框架**: MCPServer（mcp 2.0.0 内置高级框架）
- **语言**: Python 3.11+
- **数据库**: PostgreSQL 15+
- **传输协议**: Streamable HTTP（远程调用）
## 工具清单
| 工具名 | 功能 |
|---|---|
| `get_customer_info` | 查询客户信息（OEM/Tier、信用、折扣率） |
| `create_inquiry` | 创建询价记录（关联图纸号、零件号、年用量） |
| `save_quotation` | 保存报价单（含模具费、单价、成本明细、版本管理） |
| `get_quotation_history` | 查询历史报价（按客户/零件号/日期） |
| `update_opportunity` | 商机状态管理（lead→quoted→won/lost） |
## 快速开始
```bash
pip install -r requirements.txt
cd src
python seed.py # 初始化数据库（可选，数据已在共享数据库中）
python server.py # 启动 MCP Server（端口 8002）
```
## 服务地址
- **HTTP 端点**: `http://0.0.0.0:8002/mcp`
- **传输协议**: Streamable HTTP
## 数据库配置
通过环境变量配置：
| 变量 | 默认值 | 说明 |
|---|---|---|
| `CRM_DB_HOST` | 192.168.1.206 | PostgreSQL 主机 |
| `CRM_DB_PORT` | 5432 | 端口 |
| `CRM_DB_USER` | postgres | 用户名 |
| `CRM_DB_PASSWORD` | digiwin | 密码 |
| `CRM_DB_NAME` | smart_quotation_auto | 数据库名 |
mcp-for-crm/requirements.txt
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mcp>=1.0.0
pydantic>=2.0.0
asyncpg>=0.30.0
mcp-for-crm/sql/init.sql
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-- ============================================================
-- MCP for CRM — 汽车零部件智能报价 CRM 数据服务
-- 数据库：smart_quotation_auto
-- v3: 幂等可重跑（唯一约束+去重）；扩充至 20 客户 + 历史询价/报价/商机全谱系
-- ============================================================
-- 1. 客户
CREATE TABLE IF NOT EXISTS customer (
customer_code VARCHAR(50) PRIMARY KEY,
name VARCHAR(200) NOT NULL,
oem_tier VARCHAR(20) NOT NULL,
credit_level VARCHAR(5) DEFAULT 'B',
discount_rate DECIMAL(4,3) DEFAULT 0,
payment_days INTEGER DEFAULT 30,
contact_person VARCHAR(50),
phone VARCHAR(30),
email VARCHAR(100),
industry VARCHAR(50),
region VARCHAR(50),
total_orders INTEGER DEFAULT 0,
total_amount DECIMAL(14,2) DEFAULT 0,
notes TEXT,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
-- 2. 询价记录
CREATE TABLE IF NOT EXISTS inquiry (
inquiry_id VARCHAR(50) PRIMARY KEY,
customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
inquiry_date DATE NOT NULL DEFAULT CURRENT_DATE,
drawing_number VARCHAR(100),
part_number VARCHAR(100),
annual_volume INTEGER,
target_price DECIMAL(10,2),
status VARCHAR(20) DEFAULT 'pending',
notes TEXT,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
-- 3. 询价明细行
CREATE TABLE IF NOT EXISTS inquiry_item (
id SERIAL PRIMARY KEY,
inquiry_id VARCHAR(50) NOT NULL REFERENCES inquiry(inquiry_id),
line_no INTEGER NOT NULL,
part_name VARCHAR(200),
part_number VARCHAR(100),
material_grade VARCHAR(50),
volume_cc DECIMAL(10,2),
annual_qty INTEGER,
unit VARCHAR(10) DEFAULT '件',
remarks TEXT
);
-- 4. 报价单
CREATE TABLE IF NOT EXISTS quotation (
quotation_id VARCHAR(50) PRIMARY KEY,
inquiry_id VARCHAR(50) REFERENCES inquiry(inquiry_id),
customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
quotation_date DATE NOT NULL DEFAULT CURRENT_DATE,
valid_until DATE,
version INTEGER DEFAULT 1,
status VARCHAR(20) DEFAULT 'draft',
mold_cost DECIMAL(12,2) DEFAULT 0,
unit_price DECIMAL(10,2),
annual_volume INTEGER,
total_annual DECIMAL(14,2),
subtotal DECIMAL(14,2),
tax_rate DECIMAL(4,3) DEFAULT 0.130,
tax_amount DECIMAL(14,2),
total_amount DECIMAL(14,2),
currency VARCHAR(10) DEFAULT 'CNY',
payment_terms VARCHAR(200) DEFAULT '月结30天',
delivery_terms VARCHAR(200) DEFAULT '含税含运',
created_by VARCHAR(50) DEFAULT 'AI智能报价',
approved_by VARCHAR(50),
remarks TEXT,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
-- 5. 报价成本明细
CREATE TABLE IF NOT EXISTS quotation_cost_detail (
id SERIAL PRIMARY KEY,
quotation_id VARCHAR(50) NOT NULL REFERENCES quotation(quotation_id),
material_cost DECIMAL(10,4),
casting_cost DECIMAL(10,4),
machining_cost DECIMAL(10,4),
post_process_cost DECIMAL(10,4),
overhead_rate DECIMAL(4,3),
profit_rate DECIMAL(4,3),
total_cost DECIMAL(10,4),
unit_price DECIMAL(10,4)
);
-- 6. 商机
CREATE TABLE IF NOT EXISTS opportunity (
opportunity_id VARCHAR(50) PRIMARY KEY,
customer_code VARCHAR(50) NOT NULL REFERENCES customer(customer_code),
title VARCHAR(200) NOT NULL,
stage VARCHAR(20) DEFAULT 'lead',
expected_amount DECIMAL(14,2) DEFAULT 0,
probability INTEGER DEFAULT 20,
oem_program VARCHAR(200),
expected_close_date DATE,
source VARCHAR(100),
created_by VARCHAR(50),
created_at DATE DEFAULT CURRENT_DATE,
updated_at DATE DEFAULT CURRENT_DATE
);
-- ============================================================
-- 幂等性：去重 + 唯一约束（可重复执行）
-- ============================================================
DELETE FROM inquiry_item a USING inquiry_item b
WHERE a.id > b.id AND a.inquiry_id = b.inquiry_id AND a.line_no = b.line_no;
DELETE FROM quotation_cost_detail a USING quotation_cost_detail b
WHERE a.id > b.id AND a.quotation_id = b.quotation_id;
DO $$ BEGIN
ALTER TABLE inquiry_item ADD CONSTRAINT uq_inquiry_item UNIQUE (inquiry_id, line_no);
EXCEPTION WHEN duplicate_table THEN NULL; END $$;
DO $$ BEGIN
ALTER TABLE quotation_cost_detail ADD CONSTRAINT uq_quotation_cost UNIQUE (quotation_id);
EXCEPTION WHEN duplicate_table THEN NULL; END $$;
-- 多版本报价支持：同一询价单不限报价次数
-- 1) 规范化历史版本号：同一询价单下按时间序重写为 1..n（幂等，已是 1..n 的行不变）
WITH ranked AS (
SELECT quotation_id,
ROW_NUMBER() OVER (PARTITION BY inquiry_id ORDER BY created_at, quotation_id) AS rn
FROM quotation
WHERE inquiry_id IS NOT NULL
)
UPDATE quotation q
SET version = r.rn
FROM ranked r
WHERE q.quotation_id = r.quotation_id AND q.version <> r.rn;
-- 2) 同一询价单内版本号唯一（并发防重）
DO $$ BEGIN
ALTER TABLE quotation ADD CONSTRAINT uq_quotation_version UNIQUE (inquiry_id, version);
EXCEPTION WHEN duplicate_table THEN NULL; END $$;
-- 3) 版本链查询索引
CREATE INDEX IF NOT EXISTS idx_quotation_inquiry ON quotation(inquiry_id);
-- ============================================================
-- 种子数据
-- ============================================================
-- 客户（20 家：OEM×7 / Tier1×7 / Tier2×6；信用 A×8 / B×6 / C×2 / D×1 / 无评级×3）
INSERT INTO customer (customer_code, name, oem_tier, credit_level, discount_rate, payment_days, contact_person, phone, email, industry, region, total_orders, total_amount, notes) VALUES
('OEM-2024-001', '某日系主机厂', 'OEM', 'A', 0.050, 60, '张工', '021-5555-0001', 'zhang@oem-jp.example.com', '汽车', '上海', 45, 28000000, '长期合作，主要采购铝合金阀体壳'),
('OEM-2024-002', '某德系主机厂', 'OEM', 'A', 0.030, 45, '李总', '010-8888-0002', 'li@oem-de.example.com', '汽车', '北京', 30, 15000000, '质量要求高，偏好铸铁件'),
('OEM-2024-003', '某新能源主机厂', 'OEM', 'A', 0.040, 60, '刘工', '0551-2222-0005', 'liu@oem-nev.example.com', '汽车', '合肥', 22, 9800000, '新能源三电系统配套，增长快'),
('OEM-2024-004', '某美系主机厂', 'OEM', 'A', 0.030, 45, '孙总', '027-3333-0006', 'sun@oem-us.example.com', '汽车', '武汉', 26, 11200000, '混合动力变速箱项目'),
('OEM-2025-001', '某商用车主机厂', 'OEM', 'B', 0.020, 90, '赵工', '0431-4444-0007', 'zhao@oem-cv.example.com', '商用车', '长春', 12, 4600000, '长账期客户，注意现金流'),
('OEM-2025-002', '某乘商两用主机厂', 'OEM', 'B', 0.025, 60, '周工', '0772-5555-0008', 'zhou@oem-mpv.example.com', '汽车', '柳州', 9, 3200000, '乘用车+商用车双线采购'),
('OEM-2026-001', '某智能电动新势力', 'OEM', 'A', 0.050, 45, '吴总', '021-6666-0009', 'wu@oem-ev.example.com', '新能源', '上海', 3, 850000, '高折扣新OEM，战略培育客户'),
('T1-2025-001', '某博世供应商', 'Tier1', 'B', 0.020, 30, '王经理','0512-6666-0003', 'wang@tier1-bs.example.com', '汽车零部件', '江苏苏州', 18, 5600000, '变速箱配套阀体'),
('T1-2025-002', '某大陆供应商', 'Tier1', 'B', 0.000, 30, '陈工', '020-7777-0004', 'chen@tier1-cr.example.com', '汽车零部件', '广东广州', 8, 1200000, '制动系统配套，新开发客户'),
('T1-2025-003', '某采埃孚供应商', 'Tier1', 'A', 0.020, 45, '郑总', '021-7777-0010', 'zheng@tier1-zf.example.com', '汽车零部件', '上海', 15, 4800000, 'ZF悬架系统配套'),
('T1-2025-004', '某电装系供应商', 'Tier1', 'A', 0.025, 45, '林总', '020-8888-0011', 'lin@tier1-ds.example.com', '汽车零部件', '广州', 20, 6300000, '日系热管理系统配套'),
('T1-2025-005', '某日立安斯泰莫供应商', 'Tier1', 'A', 0.020, 45, '徐总', '0411-9999-0012', 'xu@tier1-ha.example.com', '汽车零部件', '大连', 14, 4100000, '日系制动/转向配套'),
('T1-2026-001', '某制动系统供应商', 'Tier1', 'B', 0.015, 30, '何工', '023-1111-0013', 'he@tier1-bk.example.com', '汽车零部件', '重庆', 6, 1500000, '国产线控制动项目'),
('T1-2026-002', '某液压系统供应商', 'Tier1', 'B', 0.010, 60, '高工', '0731-2222-0014', 'gao@tier1-hy.example.com', '工程机械', '长沙', 5, 980000, '液压阀体，账期较长'),
('T2-2025-001', '某售后市场贸易商', 'Tier2', 'C', 0.000, 0, '罗经理','0571-3333-0015', 'luo@am-trade.example.com', '售后市场', '杭州', 3, 210000, '货到付款，信用C级，注意风险'),
('T2-2025-002', '某智能底盘初创公司', 'Tier2', '无评级', 0.000, 30, '宋工', '0512-4444-0016', 'song@chassis.example.com', '智能底盘', '苏州', 0, 0, '零订单历史新客户，需信用评审'),
('T2-2025-003', '某非道路机械贸易商', 'Tier2', 'D', 0.000, 0, '蒋经理','0537-5555-0017', 'jiang@offroad.example.com', '非道路机械', '济宁', 1, 45000, '信用D级，仅接受预付款订单'),
('T2-2025-004', '某改装件连锁商', 'Tier2', 'C', 0.000, 0, '邓总', '028-5555-0018', 'deng@mod-chain.example.com', '售后市场', '成都', 5, 320000, '改装市场连锁，货到付款'),
('T2-2026-001', '某机器人关节初创公司', 'Tier2', '无评级', 0.000, 30, '冯工', '0755-6666-0019', 'feng@robot-joint.example.com','机器人', '深圳', 0, 0, '零历史，人形机器人关节部件'),
('T2-2026-002', '某低空经济无人机公司', 'Tier2', '无评级', 0.000, 30, '曹工', '0755-7777-0020', 'cao@uav.example.com', '低空经济', '深圳', 0, 0, '新兴行业，eVTOL液压部件询价')
ON CONFLICT (customer_code) DO NOTHING;
-- 历史询价（2024-2025 闭环 + 2026 在途）
INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES
('INQ-2024-9005', 'OEM-2024-001', '2024-10-20', 'DWG-VHB-EG-Rev1', 'P-VHB-004', 200000, 55.00, 'completed', '2024年发动机油路阀体壳询价，已成交'),
('INQ-2025-9001', 'OEM-2024-001', '2025-09-25', 'DWG-VBH-AT-Rev2', 'P-VBH-001', 300000, 96.00, 'completed', '2025年变速箱阀体外壳年价谈判'),
('INQ-2025-9002', 'OEM-2024-002', '2025-08-10', 'DWG-VHB-BK-Rev2', 'P-VHB-002', 150000, 155.00, 'completed', '2025年制动阀体壳询价，已中标'),
('INQ-2025-9003', 'T1-2025-001', '2025-05-28', 'DWG-VHB-SP-Rev1', 'P-VHB-003', 150000, 25.00, 'lost', '转向器阀体壳，因报价偏高丢单'),
('INQ-2025-9006', 'OEM-2024-002', '2025-11-05', 'DWG-VBH-AT-Rev2', 'P-VBH-001', 100000, 100.00, 'completed', '德系小批量采购变速箱阀体外壳'),
('INQ-2026-0006', 'OEM-2024-004', '2026-08-05', 'DWG-VHB-TC-Rev1', 'P-VHB-011', 120000, 48.00, 'pending', '涡轮增压控制阀体壳新询价'),
('INQ-2026-0007', 'OEM-2025-001', '2026-08-06', 'DWG-VHB-HD-Rev1', 'P-VHB-016', 60000, 260.00, 'processing', '重卡制动阀体壳，1000T大件')
ON CONFLICT (inquiry_id) DO NOTHING;
-- 询价明细行（与询价单一一对应）
INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES
('INQ-2024-9005', 1, '发动机油路阀体壳', 'P-VHB-004', 'EN AC-4600', 555.56, 200000, '400T压铸，阳极氧化'),
('INQ-2025-9001', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 300000, '400T压铸，阳极氧化'),
('INQ-2025-9002', 1, '制动阀体壳', 'P-VHB-002', 'HT250', 388.89, 150000, '630T压铸，电泳涂装'),
('INQ-2025-9003', 1, '转向器阀体壳', 'P-VHB-003', 'A356-T6', 296.30, 150000, '280T压铸，钝化'),
('INQ-2025-9006', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 100000, '小批量'),
('INQ-2026-0006', 1, '涡轮增压控制阀体壳', 'P-VHB-011', 'ADC12', 320.00, 120000, '350T压铸，钝化'),
('INQ-2026-0007', 1, '重卡制动阀体壳', 'P-VHB-016', 'HT300', 850.00, 60000, '1000T压铸，达克罗')
ON CONFLICT (inquiry_id, line_no) DO NOTHING;
-- 基础询价（保留原种子）
INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes) VALUES
('INQ-2026-0001', 'OEM-2024-001', '2026-08-01', 'DWG-VBH-AT-Rev3', 'P-VBH-001', 300000, 95.00, 'processing', '新车型配套阀体壳，要求阳极氧化'),
('INQ-2026-0002', 'T1-2025-001', '2026-08-03', 'DWG-VHB-SP-Rev1', 'P-VHB-003', 150000, 55.00, 'pending', '转向器阀体壳，钝化处理')
ON CONFLICT (inquiry_id) DO NOTHING;
INSERT INTO inquiry_item (inquiry_id, line_no, part_name, part_number, material_grade, volume_cc, annual_qty, remarks) VALUES
('INQ-2026-0001', 1, '变速箱阀体外壳', 'P-VBH-001', 'ADC12', 444.44, 300000, '体积444.44cm³，400T压铸'),
('INQ-2026-0002', 1, '转向器阀体壳', 'P-VHB-003', 'A356-T6', 296.30, 150000, '体积296.30cm³，280T压铸')
ON CONFLICT (inquiry_id, line_no) DO NOTHING;
-- 历史报价（2024Q4-2025，含 won/lost，用于价格趋势与一致性校验）
INSERT INTO quotation (quotation_id, inquiry_id, customer_code, quotation_date, valid_until, version, status, mold_cost, unit_price, annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount, payment_terms, delivery_terms, created_by, approved_by, remarks) VALUES
('QUO-2024-9005', 'INQ-2024-9005', 'OEM-2024-001', '2024-11-08', '2024-12-08', 1, 'approved', 180000, 52.30, 200000, 10460000, 10460000, 0.130, 1359800, 11819800, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '2024年基线价'),
('QUO-2025-9001', 'INQ-2025-9001', 'OEM-2024-001', '2025-10-15', '2025-11-15', 1, 'approved', 0, 42.50, 300000, 12750000, 12750000, 0.130, 1657500, 14407500, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '2025年年价，模具费已摊销'),
('QUO-2025-9002', 'INQ-2025-9001', 'OEM-2024-001', '2025-12-20', '2026-01-20', 2, 'approved', 0, 41.90, 300000, 12570000, 12570000, 0.130, 1634100, 14204100, '月结60天', '含税含运', 'AI智能报价', '销售经理-赵总', '第二轮降价，一致性校验基准'),
('QUO-2025-9003', 'INQ-2025-9002', 'OEM-2024-002', '2025-09-05', '2025-10-05', 1, 'won', 250000, 46.80, 150000, 7020000, 7020000, 0.130, 912600, 7932600, '月结45天', '含税含运，北京交货', 'AI智能报价', '销售总监-钱总', '已中标'),
('QUO-2025-9004', 'INQ-2025-9003', 'T1-2025-001', '2025-06-18', '2025-07-18', 1, 'lost', 120000, 28.40, 150000, 4260000, 4260000, 0.130, 553800, 4813800, '月结30天', '含税含运', 'AI智能报价', NULL, '报价偏高丢单，客户目标价25元'),
('QUO-2025-9006', 'INQ-2025-9006', 'OEM-2024-002', '2025-11-30', '2025-12-30', 1, 'sent', 0, 43.20, 100000, 4320000, 4320000, 0.130, 561600, 4881600, '月结45天', '含税含运', 'AI智能报价', '销售经理-赵总', '跨客户价差校验样本')
ON CONFLICT (quotation_id) DO NOTHING;
-- 历史报价成本明细
INSERT INTO quotation_cost_detail (quotation_id, material_cost, casting_cost, machining_cost, post_process_cost, overhead_rate, profit_rate, total_cost, unit_price) VALUES
('QUO-2024-9005', 28.50, 2.17, 2.45, 7.50, 0.120, 0.150, 40.62, 52.30),
('QUO-2025-9001', 23.90, 2.17, 0.87, 6.00, 0.120, 0.150, 32.94, 42.50),
('QUO-2025-9002', 23.50, 2.17, 0.87, 6.00, 0.120, 0.150, 32.54, 41.90),
('QUO-2025-9003', 20.20, 4.43, 1.91, 9.80, 0.120, 0.150, 36.34, 46.80),
('QUO-2025-9004', 16.50, 1.10, 2.88, 1.57, 0.120, 0.280, 22.05, 28.40),
('QUO-2025-9006', 24.50, 2.17, 0.87, 6.00, 0.120, 0.150, 33.54, 43.20)
ON CONFLICT (quotation_id) DO NOTHING;
-- 基础报价（保留原种子）
INSERT INTO quotation (quotation_id, inquiry_id, customer_code, quotation_date, valid_until, version, status, mold_cost, unit_price, annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount, payment_terms, delivery_terms, created_by, approved_by, remarks) VALUES
('QUO-2026-0001', 'INQ-2026-0001', 'OEM-2024-001', '2026-07-15', '2026-08-15', 1, 'sent',
180000, 92.50, 300000, 27750000, 27750000, 0.130, 3607500, 31357500,
'月结60天', '含税含运，上海交货', 'AI智能报价', '销售经理-赵总', '老客户优惠价，含模具费18万')
ON CONFLICT (quotation_id) DO NOTHING;
INSERT INTO quotation_cost_detail (quotation_id, material_cost, casting_cost, machining_cost, post_process_cost, overhead_rate, profit_rate, total_cost, unit_price) VALUES
('QUO-2026-0001', 24.50, 8.20, 35.60, 6.00, 0.120, 0.150, 74.30, 92.50)
ON CONFLICT (quotation_id) DO NOTHING;
-- 商机（完整阶段谱系：lead/qualified/proposal/negotiation/quoted/won/lost）
INSERT INTO opportunity (opportunity_id, customer_code, title, stage, expected_amount, probability, oem_program, expected_close_date, source, created_by) VALUES
('OPP-2025-0005', 'OEM-2024-002', '2025年制动阀体壳定点', 'won', 8200000, 100, '德系新制动系统平台', '2025-09-30', '客户主动询价', '销售团队'),
('OPP-2025-0006', 'T1-2025-001', '转向器阀体壳年度供应', 'lost', 4500000, 0, 'EPS转向系统', '2025-07-31', '展会获客', '销售团队'),
('OPP-2026-0003', 'T1-2025-003', '采埃孚悬架阀体项目', 'lead', 5000000, 20, '主动悬架系统配套', '2026-12-31', '客户推荐', 'AI智能报价'),
('OPP-2026-0004', 'OEM-2024-003', '新能源平台阀体定点', 'negotiation', 9000000, 60, '纯电平台热管理+制动', '2026-11-30', '战略客户开发', '销售团队'),
('OPP-2026-0005', 'OEM-2024-004', '美系OEM新项目询价', 'qualified', 12000000, 40, '下一代混动变速箱', '2027-03-31', '客户主动询价', 'AI智能报价'),
('OPP-2026-0006', 'OEM-2025-001', '商用车平台重卡阀体', 'lead', 6000000, 15, '重卡制动系统升级', '2026-12-31', '展会获客', '销售团队'),
('OPP-2026-0001', 'OEM-2024-001', '2026年新车型阀体壳定点', 'proposal', 27750000, 60, '某日系新车型CVT配套', '2026-10-31', '客户主动询价', 'AI智能报价'),
('OPP-2026-0002', 'T1-2025-001', '转向器阀体壳年度采购', 'lead', 8250000, 30, 'EPS转向系统配套', '2026-12-31', '展会获客', 'AI智能报价')
ON CONFLICT (opportunity_id) DO NOTHING;
mcp-for-crm/src/db.py
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"""PostgreSQL 连接池管理"""
import asyncpg
import os
DB_CONFIG = {
"host": os.getenv("CRM_DB_HOST", "192.168.1.206"),
"port": int(os.getenv("CRM_DB_PORT", "5432")),
"user": os.getenv("CRM_DB_USER", "postgres"),
"password": os.getenv("CRM_DB_PASSWORD", "digiwin"),
"database": os.getenv("CRM_DB_NAME", "smart_quotation_auto"),
}
_pool: asyncpg.Pool | None = None
async def get_pool() -> asyncpg.Pool:
global _pool
if _pool is None:
_pool = await asyncpg.create_pool(**DB_CONFIG, min_size=2, max_size=10)
return _pool
async def close_pool():
global _pool
if _pool:
await _pool.close()
_pool = None
mcp-for-crm/src/seed.py
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#!/usr/bin/env python3
"""初始化 CRM 数据库表和种子数据"""
import asyncio
from pathlib import Path
from db import get_pool, close_pool
async def main():
pool = await get_pool()
sql_path = Path(__file__).parent.parent / "sql" / "init.sql"
sql = sql_path.read_text(encoding="utf-8")
await pool.execute(sql)
print("CRM 数据库初始化完成")
await close_pool()
if __name__ == "__main__":
asyncio.run(main())
mcp-for-crm/src/server.py
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"""
MCP for CRM — 汽车零部件智能报价 CRM 数据服务
使用 MCPServer 框架，5 个工具：客户查询、询价建档、报价存档、历史报价、商机管理
HTTP 模式，支持远程调用
"""
import asyncio
import json
from datetime import datetime, timedelta
from mcp.server import MCPServer
from db import get_pool
app = MCPServer(
name="mcp-for-crm-auto",
description="汽车零部件智能报价 CRM 数据服务",
version="1.0.0"
)
# ============================================================
# 工具 1: get_customer_info — 查询客户信息
# ============================================================
@app.tool()
async def get_customer_info(
customer_code: str = None,
name: str = None,
oem_tier: str = None
) -> str:
"""查询 CRM 客户信息。支持按客户编码精确查询或按名称、OEM 层级模糊搜索。返回客户信用等级、折扣率、历史订单等。"""
pool = await get_pool()
query = "SELECT * FROM customer WHERE 1=1"
params = []
if customer_code:
query += f" AND customer_code = ${len(params)+1}"
params.append(customer_code)
if name:
query += f" AND name LIKE ${len(params)+1}"
params.append(f"%{name}%")
if oem_tier:
query += f" AND oem_tier = ${len(params)+1}"
params.append(oem_tier)
rows = await pool.fetch(query, *params)
customers = [dict(row) for row in rows]
return json.dumps({"total": len(customers), "customers": customers}, ensure_ascii=False, indent=2, default=str)
# ============================================================
# 工具 2: create_inquiry — 创建询价记录
# ============================================================
@app.tool()
async def create_inquiry(
customer_code: str,
drawing_number: str = None,
part_number: str = None,
annual_volume: int = None,
target_price: float = None,
notes: str = None
) -> str:
"""在 CRM 中创建新的询价记录。关联客户、图纸号、零件号、年用量。客户提交询价后建档使用。"""
pool = await get_pool()
customer = await pool.fetchrow("SELECT name FROM customer WHERE customer_code = $1", customer_code)
if not customer:
return json.dumps({"success": False, "message": f"未找到客户 {customer_code}"}, ensure_ascii=False, indent=2)
max_seq = await pool.fetchval(
"SELECT COALESCE(MAX(CAST(SUBSTRING(inquiry_id FROM '(\\d+)$') AS INTEGER)), 0) FROM inquiry WHERE inquiry_id LIKE 'INQ-2026-%'"
)
inquiry_id = f"INQ-2026-{str(max_seq + 1).zfill(4)}"
await pool.execute(
"""INSERT INTO inquiry (inquiry_id, customer_code, inquiry_date, drawing_number, part_number, annual_volume, target_price, status, notes)
VALUES ($1, $2, CURRENT_DATE, $3, $4, $5, $6, 'pending', $7)""",
inquiry_id, customer_code, drawing_number, part_number,
annual_volume, target_price, notes
)
return json.dumps({
"success": True, "inquiry_id": inquiry_id, "customer_name": customer["name"],
"status": "pending", "message": f"询价记录 {inquiry_id} 已创建"
}, ensure_ascii=False, indent=2)
# ============================================================
# 工具 3: save_quotation — 保存报价单
# ============================================================
@app.tool()
async def save_quotation(
inquiry_id: str,
customer_code: str,
mold_cost: float,
unit_price: float,
annual_volume: int,
material_cost: float,
casting_cost: float,
machining_cost: float,
post_process_cost: float,
overhead_rate: float = 0.12,
profit_rate: float = 0.15,
tax_rate: float = 0.13,
payment_terms: str = "月结30天",
delivery_terms: str = "含税含运",
valid_days: int = 30,
remarks: str = None
) -> str:
"""保存报价单到 CRM。包含模具费、单价、年用量、成本明细。报价生成后存档使用。"""
pool = await get_pool()
customer = await pool.fetchrow("SELECT name FROM customer WHERE customer_code = $1", customer_code)
if not customer:
return json.dumps({"success": False, "message": f"未找到客户 {customer_code}"}, ensure_ascii=False, indent=2)
inquiry = await pool.fetchrow("SELECT inquiry_id, status FROM inquiry WHERE inquiry_id = $1", inquiry_id)
if not inquiry:
return json.dumps({"success": False, "message": f"未找到询价单 {inquiry_id}，请先调用 create_inquiry"}, ensure_ascii=False, indent=2)
# 多版本报价：同一询价单不限报价次数，版本号自动递增
prev = await pool.fetchrow(
"SELECT quotation_id, version, unit_price, status FROM quotation WHERE inquiry_id = $1 ORDER BY version DESC LIMIT 1",
inquiry_id
)
new_version = (prev["version"] + 1) if prev else 1
price_change_pct = None
if prev and prev["unit_price"]:
price_change_pct = round((unit_price - float(prev["unit_price"])) / float(prev["unit_price"]) * 100, 2)
warning = None
if prev and prev["status"] == "won":
warning = f"该询价单已有中标报价 {prev['quotation_id']}，本次作为补充报价存档"
max_seq = await pool.fetchval(
"SELECT COALESCE(MAX(CAST(SUBSTRING(quotation_id FROM '(\\d+)$') AS INTEGER)), 0) FROM quotation WHERE quotation_id LIKE 'QUO-2026-%'"
)
quotation_id = f"QUO-2026-{str(max_seq + 1).zfill(4)}"
today = datetime.now()
valid_until = today + timedelta(days=valid_days)
total_annual = unit_price * annual_volume
subtotal = total_annual
tax_amount = subtotal * tax_rate
total_amount = subtotal + tax_amount
total_cost = material_cost + casting_cost + machining_cost + post_process_cost
async with pool.acquire() as conn:
async with conn.transaction():
# 旧版本自动作废（won/lost 终态保留）
if prev:
await conn.execute(
"""UPDATE quotation SET status = 'superseded'
WHERE inquiry_id = $1 AND version < $2 AND status NOT IN ('won', 'lost', 'superseded')""",
inquiry_id, new_version
)
# 首次报价推动询价单状态 pending → quoted
await conn.execute(
"UPDATE inquiry SET status = 'quoted' WHERE inquiry_id = $1 AND status = 'pending'",
inquiry_id
)
await conn.execute(
"""INSERT INTO quotation (quotation_id, inquiry_id, customer_code, quotation_date, valid_until, version, status,
mold_cost, unit_price, annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount,
payment_terms, delivery_terms, remarks, created_by)
VALUES ($1, $2, $3, CURRENT_DATE, $4, $5, 'draft', $6, $7, $8, $9, $10, $11, $12, $13, $14, $15, $16, 'AI智能报价')""",
quotation_id, inquiry_id, customer_code, valid_until.date(), new_version, mold_cost, unit_price,
annual_volume, total_annual, subtotal, tax_rate, tax_amount, total_amount,
payment_terms, delivery_terms, remarks
)
await conn.execute(
"""INSERT INTO quotation_cost_detail (quotation_id, material_cost, casting_cost, machining_cost, post_process_cost,
overhead_rate, profit_rate, total_cost, unit_price)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, $9)""",
quotation_id, material_cost, casting_cost, machining_cost,
post_process_cost, overhead_rate, profit_rate, total_cost, unit_price
)
result = {
"success": True, "quotation_id": quotation_id, "status": "draft",
"version": new_version,
"previous_quotation_id": prev["quotation_id"] if prev else None,
"price_change_pct": price_change_pct,
"summary": {
"mold_cost": mold_cost, "unit_price": unit_price, "annual_volume": annual_volume,
"total_annual": total_annual, "tax_rate": f"{tax_rate*100:.0f}%", "tax_amount": tax_amount,
"total_amount": total_amount, "currency": "CNY"
},
"valid_until": valid_until.strftime("%Y-%m-%d"),
"message": f"报价单 {quotation_id}（第 {new_version} 版）已保存为草稿，待人工审核后发出"
}
if warning:
result["warning"] = warning
return json.dumps(result, ensure_ascii=False, indent=2)
# ============================================================
# 工具 4: get_quotation_history — 查询历史报价
# ============================================================
@app.tool()
async def get_quotation_history(
customer_code: str = None,
inquiry_id: str = None,
start_date: str = None,
end_date: str = None,
status: str = None,
latest_only: bool = False
) -> str:
"""查询历史报价记录。用于核价参考和价格一致性校验。支持按客户、询价编号、日期范围筛选。latest_only=true 时每个询价单仅返回最新版本。"""
pool = await get_pool()
select_clause = (
"SELECT DISTINCT ON (q.inquiry_id) q.*, c.name as customer_name"
if latest_only
else "SELECT q.*, c.name as customer_name"
)
query = select_clause + " FROM quotation q JOIN customer c ON q.customer_code = c.customer_code WHERE 1=1"
params = []
if customer_code:
query += f" AND q.customer_code = ${len(params)+1}"
params.append(customer_code)
if inquiry_id:
query += f" AND q.inquiry_id = ${len(params)+1}"
params.append(inquiry_id)
if start_date:
query += f" AND q.quotation_date >= ${len(params)+1}"
params.append(datetime.strptime(start_date, "%Y-%m-%d").date())
if end_date:
query += f" AND q.quotation_date <= ${len(params)+1}"
params.append(datetime.strptime(end_date, "%Y-%m-%d").date())
if status:
query += f" AND q.status = ${len(params)+1}"
params.append(status)
# 版本链视图：同一询价单按版本号降序排列（DISTINCT ON 要求 ORDER BY 以 inquiry_id 开头）
query += " ORDER BY q.inquiry_id, q.version DESC, q.quotation_date DESC"
rows = await pool.fetch(query, *params)
quotations = [dict(row) for row in rows]
# 标记每条报价是否为其询价单的最新版本（全表口径，不受筛选影响）
inq_ids = list({q["inquiry_id"] for q in quotations if q.get("inquiry_id")})
max_versions = {}
if inq_ids:
mv_rows = await pool.fetch(
"SELECT inquiry_id, MAX(version) AS mv FROM quotation WHERE inquiry_id = ANY($1) GROUP BY inquiry_id",
inq_ids
)
max_versions = {r["inquiry_id"]: r["mv"] for r in mv_rows}
for q in quotations:
q["is_latest"] = bool(q.get("inquiry_id")) and q["version"] == max_versions.get(q["inquiry_id"])
for q in quotations:
cost_detail = await pool.fetchrow("SELECT * FROM quotation_cost_detail WHERE quotation_id = $1", q["quotation_id"])
if cost_detail:
q["cost_detail"] = dict(cost_detail)
return json.dumps({"total": len(quotations), "quotations": quotations}, ensure_ascii=False, indent=2, default=str)
# ============================================================
# 工具 5: update_opportunity — 更新商机状态
# ============================================================
@app.tool()
async def update_opportunity(
opportunity_id: str = None,
customer_code: str = None,
title: str = None,
stage: str = None,
expected_amount: float = None,
probability: int = None,
oem_program: str = None,
expected_close_date: str = None,
notes: str = None
) -> str:
"""更新 CRM 中的商机状态。支持创建新商机或更新已有商机的阶段、金额、概率。报价后跟进使用。"""
pool = await get_pool()
close_date = None
if expected_close_date:
try:
close_date = datetime.strptime(expected_close_date, "%Y-%m-%d").date()
except ValueError:
return json.dumps({"success": False, "message": f"expected_close_date 格式错误：{expected_close_date}，应为 YYYY-MM-DD"}, ensure_ascii=False, indent=2)
if opportunity_id:
opp = await pool.fetchrow("SELECT * FROM opportunity WHERE opportunity_id = $1", opportunity_id)
if not opp:
return json.dumps({"success": False, "message": f"未找到商机 {opportunity_id}"}, ensure_ascii=False, indent=2)
field_values = {
"stage": stage,
"expected_amount": expected_amount,
"probability": probability,
"oem_program": oem_program,
"expected_close_date": close_date,
"title": title,
}
updates = []
params = []
for field, value in field_values.items():
if value is not None:
updates.append(f"{field} = ${len(params)+1}")
params.append(value)
if updates:
updates.append("updated_at = CURRENT_DATE")
params.append(opportunity_id)
await pool.execute(f"UPDATE opportunity SET {', '.join(updates)} WHERE opportunity_id = ${len(params)}", *params)
return json.dumps({
"success": True, "opportunity_id": opportunity_id, "message": f"商机 {opportunity_id} 已更新"
}, ensure_ascii=False, indent=2)
if not customer_code or not title:
return json.dumps({"success": False, "message": "新建商机需要提供 customer_code 和 title"}, ensure_ascii=False, indent=2)
customer = await pool.fetchrow("SELECT name FROM customer WHERE customer_code = $1", customer_code)
if not customer:
return json.dumps({"success": False, "message": f"未找到客户 {customer_code}"}, ensure_ascii=False, indent=2)
max_seq = await pool.fetchval(
"SELECT COALESCE(MAX(CAST(SUBSTRING(opportunity_id FROM '(\\d+)$') AS INTEGER)), 0) FROM opportunity WHERE opportunity_id LIKE 'OPP-2026-%'"
)
opp_id = f"OPP-2026-{str(max_seq + 1).zfill(4)}"
await pool.execute(
"""INSERT INTO opportunity (opportunity_id, customer_code, title, stage, expected_amount, probability,
oem_program, expected_close_date, source, created_by)
VALUES ($1, $2, $3, $4, $5, $6, $7, $8, '智能报价自动生成', 'AI智能报价')""",
opp_id, customer_code, title, stage or "lead", expected_amount or 0,
probability or 20, oem_program, close_date
)
return json.dumps({
"success": True, "opportunity_id": opp_id, "message": f"商机 {opp_id} 已创建"
}, ensure_ascii=False, indent=2)
# ============================================================
# 启动 HTTP Server
# ============================================================
if __name__ == "__main__":
asyncio.run(app.run_streamable_http_async(host="0.0.0.0", port=8002, streamable_http_path="/mcp"))