Sales Analytics Agent

This project demonstrates how to connect MongoDB and HubSpot in MindsDB, query across them with SQL, and use an AI agent over the same data. The full workflow — from creating datasources and running cross-database queries to creating and querying a sales analytics agent via SQL or the Python SDK — is covered in QUERY.md and main.py.

Setup and installations

Get API Keys / credentials:

HubSpot — access token for the HubSpot integration. Used when creating the hubspot_data database.
OpenAI — API key for the AI agent. Used in the CREATE AGENT step.
MongoDB — a demo connection string is used in QUERY.md for the MongoDB datasource; replace with your own if needed.

Note: We have provided HubSpot and MongoDB datasources from our end, so you can skip from creating them. Just use the ones we have provided.

Install dependencies:

Docker — required to run MindsDB. See Get Docker.
Python (optional, for SDK example) — Python 3.8 or later and mindsdb_sdk:
```
pip install mindsdb_sdk
```

Run the demo:

Start MindsDB (HTTP API on port 47334, MySQL on 47335):

docker run --name mindsdb_container \
  -e MINDSDB_APIS=http,mysql \
  -p 47334:47334 -p 47335:47335 \
  mindsdb/mindsdb:latest

Follow QUERY.md step-by-step. It covers:
- Creating MongoDB and HubSpot databases in MindsDB
- Displaying and querying data (single- and cross-database SQL)
- Creating the sales_agent and querying it via SQL
Optionally run python main.py to stream agent completions using the MindsDB Python SDK.

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Contribution

Contributions are welcome! Please fork the repository and submit a pull request with your improvements.

README.md

Sales Analytics Agent

Setup and installations

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Contribution