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patchy631--ai-engineering-hub/sales-analytics-agent/README.md
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2026-07-13 12:37:47 +08:00

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# [Sales Analytics Agent](https://github.com/mindsdb/mindsdb)
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](https://docs.docker.com/get-docker/).
- **Python** (optional, for SDK example) — Python 3.8 or later and `mindsdb_sdk`:
```bash
pip install mindsdb_sdk
```
**Run the demo**:
1. Start MindsDB (HTTP API on port 47334, MySQL on 47335):
```bash
docker run --name mindsdb_container \
-e MINDSDB_APIS=http,mysql \
-p 47334:47334 -p 47335:47335 \
mindsdb/mindsdb:latest
```
2. 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
3. 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.