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Retail Analytics Agent

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An MCP server that combines SQL and RAG tools into a reasoning agent for answering retail analytics questions using natural language.

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About

An MCP server that combines SQL and RAG tools into a reasoning agent for answering retail analytics questions using natural language.

README

A from-scratch MCP (Model Context Protocol) server combining SQL query tools and RAG (Retrieval-Augmented Generation) into a single ReAct agent. Built without LangChain, LlamaIndex, or any agentic framework — just Python, Flask, FAISS, and the OpenAI API.

What This Is

Most agentic AI tutorials either wrap everything in LangChain and hide what's actually happening, or demo a single tool (SQL or RAG) in isolation.

This project does neither. It builds a multi-tool MCP server where a reasoning agent decides in real time whether a question requires structured data retrieval (SQL), unstructured knowledge lookup (RAG), or both in sequence.

Example:

"What is the return rate for each customer segment? Use the correct metric definition."

The agent:

  1. Calls search_metrics — retrieves the Return Rate definition, learns cancelled orders must be excluded from both numerator and denominator
  2. Calls get_schema — discovers actual table and column names
  3. Calls run_sql with wrong case — gets zeros, self-corrects by checking distinct status values
  4. Calls run_sql again with correct values — returns accurate rates per segment

No framework orchestrated that. The agent reasoned through it.

Tools

Tool Type Description
get_schema SQL Returns all table names, column names, and data types
run_sql SQL Executes a SELECT query, returns rows as JSON
list_metrics RAG Returns all metric names and one-line descriptions
search_metrics RAG Semantic search over the metrics glossary PDF

The Metrics Glossary

The RAG knowledge base is a PDF containing precise business metric definitions with inclusion/exclusion rules. These are the distinctions a naive agent would get wrong without it:

  • Return Rate: cancelled orders excluded from both numerator and denominator
  • LTV Gross: returned orders included — this is a demand-side metric
  • LTV Net: returned orders netted to zero — this is the revenue-side metric
  • Category Affinity: returned items excluded — a return signals category rejection
  • Recent Purchase Activity: returned orders included — engagement, not revenue

Dataset

Synthetic Indian retail database:

  • 15 customers across 6 cities, segmented into Premium / Standard / Budget
  • 15 products across 8 categories with rupee-denominated pricing
  • 90 orders across 2024 with statuses: Completed / Returned / Pending
  • 222 line items with quantity and discount percentage

Seeded deterministically (random.seed(42)) — results are reproducible.

Quickstart

1. Clone and install

git clone https://github.com/sourabhsurana06/retail-analytics-agent cd retail-analytics-agent pip install -r requirements.txt

2. Set up environment

cp .env.example .env

Add your OPENAI_API_KEY

3. Build the database and vector index

python3 core/CreateDB.py python3 build_index.py

4. Start the MCP server

python3 server.py

5. Run the agent (second terminal)

python3 agent.py

Project Structure

retail-analytics-agent/ ├── core/ │ ├── init.py │ ├── database.py │ ├── CreateDB.py │ ├── sql_tools.py │ ├── rag_tools.py │ └── retail_analytics_metric_list.pdf ├── data/ (gitignored — generated files) ├── agent.py ├── server.py ├── build_index.py ├── requirements.txt ├── .env.example └── .gitignore

What This Is Not

  • Not production-ready (SQLite, no auth, single-threaded Flask dev server)
  • Not a framework demo — no LangChain, no LlamaIndex, no AutoGen
  • Not complete (no streaming, no async, no retry logic)

It is a learning system that shows exactly what is happening at each step.

License

MIT

from github.com/sourabhsurana06/retail-analytics-agent

Installing Retail Analytics Agent

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/sourabhsurana06/retail-analytics-agent

FAQ

Is Retail Analytics Agent MCP free?

Yes, Retail Analytics Agent MCP is free — one-click install via Unyly at no cost.

Does Retail Analytics Agent need an API key?

No, Retail Analytics Agent runs without API keys or environment variables.

Is Retail Analytics Agent hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Retail Analytics Agent in Claude Desktop, Claude Code or Cursor?

Open Retail Analytics Agent on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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