wehub-resource-sync
87 lines
3.6 KiB
Markdown
87 lines
3.6 KiB
Markdown
# Northstar — AI Sales CRM (Strands + CopilotKit)
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A full-featured **agentic CRM** showcase for an enterprise hardware seller, built with
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[CopilotKit](https://copilotkit.ai), the [AG-UI protocol](https://docs.copilotkit.ai/ag-ui),
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and a **TypeScript [Strands](https://strandsagents.com) agent**. The copilot doesn't just chat —
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it drives the workspace: researching prospects, building hardware quotes, analyzing the team,
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and generating reports that render as full pages.
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> The first **TypeScript** Strands example in this repo (the others are Python). It uses
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> `@strands-agents/sdk` + `@ag-ui/aws-strands` to bridge a Strands agent to CopilotKit over the
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> AG-UI protocol.
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https://github.com/user-attachments/assets/c770941f-ba92-4d5b-ba42-b355e7205af4
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## What this shows
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- **Agentic canvas** — tool calls route and render on the workspace, not just in chat:
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approving a quote opens a full quote page; _"analyze the team"_ and _"generate this week's
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report"_ open dedicated report pages.
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- **Generative UI** — inline cards for enrichment, deal briefs, pipeline priorities, and a
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human-in-the-loop follow-up approval (`useRenderTool` / `useHumanInTheLoop`).
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- **Shared state** — a live `STATE_SNAPSHOT` keeps the Kanban board, dashboard, and pages in
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sync with the agent's SQLite store.
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- **Frontend tools** — the copilot can focus a deal or navigate the workspace from chat
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(_"show me the pipeline"_).
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- **Dependency-free SVG charts**, a product catalog, a team leaderboard, and a reports browser.
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## Stack
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| Layer | Tech |
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| -------- | ----------------------------------------------------------------------------------------------------------------- |
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| Agent | TypeScript Strands (`@strands-agents/sdk`), `@ag-ui/aws-strands`, Express, OpenAI, Tavily, SQLite (`node:sqlite`) |
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| Frontend | Next.js (App Router) + React 19, CopilotKit (`@copilotkit/*`), `@ag-ui/client`, Tailwind v4 |
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## Prerequisites
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- Node.js 20+
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- An **OpenAI API key**
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- A **Tavily API key** (lead enrichment / web search) — free at https://tavily.com
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## Quick start
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```bash
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# from examples/showcases/strands-crm
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npm run install:all # installs root, agent, and frontend deps
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# configure the agent's keys
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cp agent/.env.example agent/.env
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# edit agent/.env → set OPENAI_API_KEY and TAVILY_API_KEY
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npm run dev # runs the agent (:8000) and the UI (:3000) together
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```
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Open http://localhost:3000.
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> Prefer two terminals? Run `npm --prefix agent run dev` and `npm --prefix frontend run dev`.
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## How it works
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```
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Next.js + CopilotKit (UI, :3000)
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│ /api/copilotkit → HttpAgent
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▼
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TypeScript Strands agent (Express, :8000)
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│ tools: recommend_products / enrich_lead / analyze_team /
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│ generate_weekly_report / move_stage / confirm_followup / …
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▼
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SQLite CRM store ──STATE_SNAPSHOT──▶ live board + dashboard + report pages
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```
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The frontend's API routes proxy to the agent at `http://localhost:8000` (override with the
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`AGENT_URL` env var). The agent registers CRM tools; mutating tools push a fresh state snapshot
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so the board, dashboard, and report pages update live.
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## Tests
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```bash
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npm --prefix agent test # agent: store, routes, tools, analytics
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npm --prefix frontend test # frontend: CRM lib + analytics
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```
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## Try it
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In the chat, try: **"Research CopilotKit"**, **"Quote a 30-seat laptop fleet for CopilotKit"**
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(then approve the quote), **"How is the team doing this quarter?"**, **"Generate this week's
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report"**, or **"Show me the pipeline."**
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