How to Build Your Inventory Intelligence Agent
Building the agent isn't a development project — it's four decisions. Here's exactly how it works.
Pick the platform you already use, add your stock file, and connect our MCP. After that, the agent returns a buying list with a dollar figure — what to order, days of cover, cash stuck in overstock — not a closing-balance dump you have to interpret yourself.
Step 1: Find an Agent Builder
Pick the platform you already use, or the one your team is standardizing on. Common choices:
- Microsoft Copilot Studio
- AWS Bedrock
- Google Gemini Enterprise
- Salesforce Agentforce
- Cursor — the walkthrough below uses Cursor; Claude Desktop works the same way
- More platforms being added as they gain adoption
You're not locked in — the same underlying intelligence connects to whichever builder your organization runs on.
Step 2: Add a Data Source
Every agent builder needs to know where your stock and sales data lives. There are two ways to connect it:
CSV / Excel
Export the stock file your ERP, Tally, or spreadsheet already produces and upload it. Item Code, Closing Balance, Valuation Rate, Open PO — you don't even have to rename the columns. Fastest way to get started, no setup required.
MCP
Connect through a standard protocol built for secure, structured access. The agent queries live calculated intelligence instead of a file that went stale the moment you exported it.
What Is MCP, and How Does It Work?
MCP (Model Context Protocol) is an open standard that lets an AI agent connect directly to a live data source — instead of you exporting a file and hoping it's still accurate by the time someone reads it.
In plain terms:
- Your agent builder (Copilot Studio, Bedrock, Gemini Enterprise, Agentforce, Cursor, etc.) acts as the client.
- Our MCP acts as the server — it exposes your inventory intelligence (what to order, when to reorder, cash stuck in overstock, days until a stockout) in a structured, secure format the agent can query directly.
- When your agent needs an answer — "which SKUs should I buy this week?" — it asks the MCP server directly, instead of working off a static file someone uploaded weeks ago.
- Because it's a standard protocol, not a custom integration, it works the same way across every agent builder — connect once per platform, and every query after that pulls current, calculated numbers.
The result: your agent isn't reading a snapshot. It's asking a live, governed source of truth every time — which is what keeps the buying list accurate and the access controlled.
Step 3: Choose MCP Where Possible
CSV upload works, but MCP is the preferable path — it's the secure, standardized way for an agent to access live data, rather than a static file that goes stale the moment you export it.
Step 4: Connect Our MCP
This is the step that turns a generic agent builder into an Inventory Intelligence Agent. Connecting our MCP is what makes the data behind every answer deterministic — not a guess dressed up as an insight, a calculated number you can trust twice.
Pick your platform below. Connecting our MCP is the same idea on each one — you add it once, then sign in with your Saifs AI account.
Steps to Enable MCP on AI Platforms
Open Claude and reveal the main menu
Launch Claude Desktop. In the top-left corner, click the three-dot menu to open the app's main menu.
Go to Settings
From the three-dot menu, hover over File. Click Settings (or press Ctrl + Comma).
Open the Developer config editor
In Settings, select the Developer tab. Click Edit Config at the bottom of the panel.
Locate the config file
A File Explorer window will open at the Claude config folder. Click to select claude_desktop_config.json.
Paste the Inventory Intelligence MCP
With the config file open, add this server — not the generic Saifs AI MCP. This one is Inventory Intelligence only. Then restart Claude.
{
"mcpServers": {
"inventory-intelligence": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://inventory-optimizer-mcp.saifs.ai/mcp"
]
}
}
}
Launch Cursor
Open the Cursor application on your desktop. On the home screen, choose Open project, Clone repo, or Connect via SSH to begin working on a project.
Settings → Tools & Integrations
Click the gear icon (top right) or go to File → Settings. In the left panel, click Tools & Integrations. Scroll to MCP Tools and click Add Custom MCP.
Add the Inventory Intelligence MCP
After clicking Add Custom MCP, Cursor opens the MCP config file. Add this server — not the generic Saifs AI MCP. This one is Inventory Intelligence only.
{
"mcpServers": {
"inventory-intelligence": {
"url": "https://inventory-optimizer-mcp.saifs.ai/mcp"
}
}
}
Click Connect
Click Connect next to the new MCP server under MCP Tools to start the integration.
Allow extension access
When prompted, select Open so Cursor can process the URI and start the login flow.
Choose a login method
On the authentication page, sign in with Google, Microsoft, Apple, or Facebook — the same Saifs AI account you already use.
Complete authentication
After you sign in, a prompt will ask to finish the connection. Click Open to complete the MCP integration in Cursor.
Verify the agent is on
The toggle should be ON. That confirms the Inventory Intelligence Agent is connected.
Open ChatGPT Settings
From the ChatGPT home page, go to Settings.
Open Connectors
Click Connectors in the settings menu.
Create a connector
Click Create in the browse connectors section.
Add the Inventory Intelligence MCP
Enter this server — not the generic Saifs AI MCP. This one is Inventory Intelligence only. Then click Save.
Server URL: https://inventory-optimizer-mcp.saifs.ai/mcp
Name: Inventory Intelligence
Save and start asking
Click Save. You can now ask for a buying list in ChatGPT.
Install an MCP-compatible client
Open the VS Code marketplace and install an MCP-compatible client.
Open the command palette
Open the command palette, type MCP: add, and select MCP: Add Server to start the wizard.
Choose HTTP server
Search MCP: Add Server and choose HTTP (HTTP or Server-Sent Events) to connect to a remote MCP server.
Enter the Inventory Intelligence MCP URL
Input this server URL — not the generic Saifs AI MCP. This one is Inventory Intelligence only. Press Enter to confirm.
https://inventory-optimizer-mcp.saifs.ai/mcp
Choose installation scope
When prompted, choose Global (all workspaces) or Workspace (this workspace only).
Allow authentication
Allow the server to authenticate so VS Code can talk to the Inventory Intelligence MCP.
Verify the server is running
The MCP server should show as Running. That confirms the Inventory Intelligence Agent is connected in VS Code.
Open Windsurf
Launch Windsurf, then open an existing project folder or create a new one from the welcome screen.
Configure the MCP server
Open or create mcp_config.json in your project or settings directory and add the server.
Access MCP server settings
Open Windsurf settings and go to Cascade or MCP Servers. Click Manage MCPs or Open MCP store.
Add the Inventory Intelligence MCP
Use Manage MCP servers or View raw config. Add this block — not the generic Saifs AI MCP. This one is Inventory Intelligence only.
{
"mcpServers": {
"inventory-intelligence": {
"command": "npx",
"args": [
"-y",
"mcp-remote",
"https://inventory-optimizer-mcp.saifs.ai/mcp"
]
}
}
}
Verify the agent is on
The toggle next to the server should be ON. That confirms the Inventory Intelligence Agent is connected in Windsurf.
What Our AI Agent Can Actually Do
Once connected, our AI Agent isn't answering from a static file — it's querying live, calculated intelligence every time. Here's what that looks like in practice.
Say you manage 2,000 SKUs. You send the stock file your ERP already exports — closing balances, costs, open POs, sales history if you have it. The agent scores that file. It does not watch the warehouse overnight.
- Every SKU gets a standing on this export. Not a dump of the warehouse — order, reduce, or add the one field that would make the number trustworthy.
- The agent flags what a closing balance would miss. SKU-112 still shows 240 on the shelf. Days of cover say the shelf goes empty this week, and no inbound PO covers it. By the time the sales chart shows the miss, that moment is gone.
- The agent converts that signal into a dollar figure. SKU-112: $18,000 of sales at risk if you don't raise a PO ($12K–$24K range). SKU-440: $12,000 of cash sitting above the ceiling. Numbers your finance team can actually trust.
- You ask our AI Agent a plain question. In Cursor, Copilot Studio, or wherever the agent lives, you type: "What should I buy today?" Our AI Agent queries the MCP in real time and answers: "Order SKU-112 today — 9 days of cover left, $18,000 at risk. Pause SKU-440 — $12,000 excess."
- The agent explains itself when asked. You follow up: "Why SKU-112?" It shows its work: demand rate, lead time, safety stock, MOQ, case pack — not a black box.
- You raise the PO the same day, not next quarter. A purchase order prioritized by the agent instead of guessed from Monday's stock report is the difference between a shelf that stays full and a miss that only shows up in the P&L.
That's the shift: from a stock list you have to hunt through, to a to-do list with a dollar sign next to every SKU. The agent scores the file when you send it — then you know exactly where a purchase order is worth the most.
"Here's this week's stock export — what should I buy today?"
"SKU-112 still shows 240 on the shelf. How many days of cover are left, and what's at risk if I don't raise a PO?"
"Where is cash stuck in overstock — and what should I pause?"
Why Connect Our MCP
Deterministic Data
Same input, same output, every time. The numbers you get are calculated by proven statistical models, not generated as a plausible-sounding guess.
Privacy
Full SOC 2 compliance. Your stock and cost data never leaves your premises — no third-party export, no black-box vendor holding your warehouse file. Large stock books can run locally, on your machine.
Less Token Usage
Purpose-built models do the heavy lifting instead of an LLM re-processing your entire dataset on every query — cheap enough to run on every SKU.
Battle-Tested
Built on statistical models with decades of published, peer-reviewed use — not a new algorithm hoping it works on your stock book.
Connect MCP for Creating Inventory AI Agent
You've seen how it works — deterministic, private, battle-tested, and ready to run on the platform you already use. Connecting takes minutes. After that, every stock export becomes a buying list with a dollar figure.
Connect Our MCP →No credit card. No data science team. Just your CSV and a few minutes.
