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MCP

Customer support chatbot with unified ticket and CRM access

An enterprise-grade MCP-powered chatbot that connects seamlessly to CRM systems, ticketing platforms, and knowledge bases. It provides unified, context-rich responses, automatically creates support tickets when needed, and retains conversational context across follow-up interactions—delivering efficient, accurate customer support at scale.

MCP
Location

US

Industry

MEDIA

Team Size

4 people

Duration

8 months

Challenges

01.

Challenges
  • Multiple siloed sources (CRM, ticketing, knowledge base) cause fragmented customer responses.

  • Real-time ticket creation and escalation across systems require synchronized context flow.

  • Maintaining conversation context while switching between support systems and follow-up chats.

  • Ensuring secure access and compliance across customer data platforms.

02.

Solution
  • Deployed MCP server connectors to CRM, ticketing (e.g. Zendesk), and KB systems, exposing unified JSON-RPC endpoints.

  • Enabled AI chatbot to perform context-aware queries and to create or update tickets via MCP tool calls.

  • Maintained conversation context using session tokens and MCP context metadata across systems.

  • Enforced OAuth- and role-based security on MCP layer to control data access and ensure compliance.

Solution

OUR INPUT

MCP Server Development

MCP Server Development

Client Development

Client Development

Quality Assurance

Quality Assurance

Project Management

Project Management

UI/UX Design

UI/UX Design

Cloud & Devops

Cloud & Devops

Business Analysis

Business Analysis

Security & Compliance

Security & Compliance

RESULT

With the trust of our partners, we have created a solution that not only meets the needs of users but also aligns with their values and contributes to a more sustainable future.

Lasya AI TechOur Features
App Functionality
User Friendly Interface
User Friendly Interface
Multi region & language support
Multi region & language support
Notifications
Notifications
Video streaming
Video streaming
Search
Search
saving in personal user lists
saving in personal user lists
Customer Support
Customer Support
Analytics
Analytics
15+ add providers integration
15+ add providers integration
Lasya AI Tech
Lasya AI TechWhat we offers

HOW WE DID IT

Unified MCP Middleware
Unified MCP Middleware

Implemented a central MCP layer that connects CRM, ticketing, and knowledge base systems through secure JSON-RPC endpoints.

Chatbot Integration Plugin
Chatbot Integration Plugin

Built an MCP-aware chatbot client capable of dynamically calling CRM and ticketing APIs during live conversations.

Context-Driven Query Router
Context-Driven Query Router

Developed a microservice that routes user intents—such as “fetch order status” or “create ticket”—to the appropriate system via MCP tools.

Secure Auth & Permissions
Secure Auth & Permissions

Enforced OAuth-based authentication and role-based permission checks in the MCP layer to prevent unauthorized access.

Session Context Tracking
Session Context Tracking

Used session tokens and MCP metadata to maintain conversational context, ensuring follow-up queries remain coherent across systems.

Telemetry & Feedback Loop
Telemetry & Feedback Loop

Integrated usage logging and user feedback capture into the MCP workflow to refine context accuracy and bot confidence.

Lasya AI Tech

Technologies we used

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MCP
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Python
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PostgreSQL
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MySQL
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React

Creation Process

  • Market Research & Product Vision Shaping:

    • Reviewed existing customer support workflows, identifying siloes across CRM, ticket systems, and KB that slowed response time.
    • Defined vision for a unified MCP-powered chatbot to streamline user interactions and context handoff between systems.
    • Gathered requirements from support teams to ensure the tool handled escalation, context continuity, and secure data access.
    Market Research & Product Vision Shaping:
  • Strategic Consulting & Vendor Partnerships:

    • Prioritized key features: CRM lookup, ticket creation, KB lookup, context persistence, and secure authentication.
    • Created UX mockups illustrating chat flow with integrated CRM snapshots and clickable ticket actions.
    • Mapped UI behavior and error states for seamless fallback when external systems are unavailable.
    Strategic Consulting & Vendor Partnerships:
  • Scalable Architecture Design & Technical Framework:

    • Built MCP connectors for Salesforce, Zendesk, and internal KB, each wrapped in JSON-RPC endpoints.
    • Developed chatbot front-end that streams responses, invokes MCP calls, and handles ticket creation inline.
    • Deployed initially in a pilot with a subset of agents, monitored conversations, captured metrics, then rolled out to full support team.
    Scalable Architecture Design & Technical Framework:
  • Agile Development & Feature Integration:

    • Defined MCP-based microservices to expose CRM, ticket, and KB as tools/resources over JSON-RPC.
    • Designed secure OAuth 2.0 flow and scoped MCP tool permissions per user role for enterprise compliance.
    • Architected horizontal scaling and failover for MCP middleware to ensure low latency and high uptime.
    Agile Development & Feature Integration:
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What are the key benefits of partnering with LasyaAitech?

We provide end-to-end software development services, from initial concept to deployment. Whether it's web development, mobile apps, or integrating cutting-edge technologies like AI, our solutions are tailored to your unique business needs, ensuring high performance, scalability, and exceptional user experiences.

How does your software development process work?

We follow a structured approach, starting with an in-depth consultation to understand your requirements. Our team then drafts a clear project roadmap, ensuring transparency and regular updates throughout development. From prototyping to testing and deployment, we work collaboratively to bring your vision to life.

Can LasyaAitech help us scale our existing software or migrate to new technology?

Absolutely! We specialize in upgrading existing systems, improving performance, and enabling seamless migration to modern technologies. Our team ensures minimal downtime and a smooth transition tailored to your growth objectives.

Why should I choose LasyaAitech over other software development companies?

With a proven track record of delivering successful projects like MailBluster and ThemeWagon, we combine technical expertise with a client-first approach. Our agile methods and attention to detail ensure we exceed expectations and deliver measurable results.

How do you ensure the security and scalability of your solutions?

We prioritize security at every stage of development, implementing industry-best practices to protect your data and systems. Our solutions are designed to be scalable, allowing your business to grow without limitations, ensuring long-term success.

Lasya AI Tech
Lasya AI TechLasya AI Tech

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