Learning Path Generator Tutorial

How to Build Your Learning Path Generator 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 curriculum and learner data, and connect our MCP. After that, the agent returns a live “ready to learn” list for every learner — what they can take on now, what’s blocking their goal, and the shortest path to it — not a course list you have to interpret yourself.

Four decisions

Step 1: Find an Agent Builder

Pick the platform you already use, or the one your team is standardizing on. Common choices:

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 customer data lives. There are two ways to connect it:

CSV / Excel

Export the CSV your CRM already produces — customer IDs, purchase dates, amounts — and upload it. Fastest way to get started, no setup required. If your CRM, Tally, or Excel sheet can export a spreadsheet, you already have everything the agent needs.

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 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 customer intelligence (live A / B / C / D tiers, recency / frequency / spend signals, dollar-at-risk, ranked who-to-call) in a structured, secure format the agent can query directly.
  • When your agent needs an answer — "who should I call today, and what's at risk if I don't?" — 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 tier 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.

Connect

Step 4: Connect Our MCP

This is the step that turns a generic agent builder into a Learning Path Generator Agent. Connecting our MCP is what makes the data behind every answer deterministic — not a guess dressed up as an insight, a calculated briefing 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. A File Explorer window will open at the Claude config folder. Click to select claude_desktop_config.json.

Paste the Learning Path Generator MCP

With the config file open, add this server — not the generic Saifs AI MCP. This one is Learning Path Generator only. Then restart Claude.

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 Learning Path Generator MCP

After clicking Add Custom MCP, Cursor opens the MCP config file. Add this server — not the generic Saifs AI MCP. This one is Learning Path Generator only. Click Connect next to the new MCP server under MCP Tools to start the integration.

Complete authentication

When prompted, select Open so Cursor can process the URI and start the login flow. Sign in with your Saifs AI account, then click Open to finish the connection and confirm the toggle is ON.

Open ChatGPT Settings

From the ChatGPT home page, go to Settings.

Open Connectors

Click Connectors in the settings menu. Click Create in the browse connectors section.

Add the Learning Path Generator MCP

Enter this server — not the generic Saifs AI MCP. This one is Learning Path Generator only. Then click Save.

Save and start asking

Click Save. You can now ask what each learner should study next, what’s blocking their goal, and the shortest path to it 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. Search MCP: Add Server and choose HTTP (HTTP or Server-Sent Events) to connect to a remote MCP server.

Enter the Learning Path Generator MCP URL

Input this server URL — not the generic Saifs AI MCP. This one is Learning Path Generator only. Press Enter to confirm. 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 Learning Path Generator MCP. The MCP server should show as Running. That confirms the Learning Path Generator Agent is connected in VS Code.

Walkthrough

What Our AI Agent Can Actually Do — A Walkthrough

Once connected, our AI Agent isn’t answering from a static course list — it’s querying live, calculated intelligence every time. Here’s what that looks like in practice.

Say you run a test-prep platform with 400 topics and 5,000 learners. You export the two spreadsheets you already have: your topic list with what depends on what, and the log of learner answers. Every time new answers arrive, without anyone rebuilding a study plan, the MCP updates every learner:

  1. Your subject becomes a validated map. The agent checks your topics and prerequisites, and flags loops and missing links, so every learning order it suggests is actually possible.
  2. Every learner gets a live mastery picture. Not a “completed” checkmark, but the probability that each skill is truly mastered, updated after every answer.
  3. Our AI Agent finds the frontier a static syllabus would miss. Fractions is solid, Ratios is shaky, Algebra is locked. It knows exactly what this learner is ready for, and what they only think they’re ready for.
  4. You ask our AI Agent a plain question. In Cursor, Copilot Studio, or wherever the agent lives, you type: “What should Aarav study next?” It queries the MCP in real time and answers: “Linear Equations. Fractions and Ratios are mastered; Linear Equations is the next unlocked topic.”
  5. Our AI Agent explains itself when asked. You follow up: “Why not Quadratics?” It doesn’t deflect. It shows the why: Factoring is only 41% mastered, and it sits between Aarav and Quadratics.
  6. Your team acts — this week, not next term. A path built by our AI Agent instead of a fixed chapter order is the difference between a learner who quietly quits at a topic they were never ready for, and one who gets the right lesson at the right moment.

That’s the shift: from a content library learners have to wade through, to a personal path for every learner — so you know exactly which lesson is worth their next hour.

“Here’s our topic list and answer log — what should each learner study next?”

“Which prerequisites are blocking Aarav from the Algebra exam, and how long will it take to fix them?”

“Show me the one prerequisite most of this batch is stuck on this week.”

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 customer transaction history stays where it belongs — no black-box vendor holding a copy you can't audit, and no data leaving your premises.

Less token usage

Purpose-built models do the heavy lifting instead of an LLM re-processing your entire export on every query — cheap enough to run nightly on every account.

Battle-tested

Built on statistical models with decades of published, peer-reviewed use — the same category of customer-value math used since the 1930s, not a new algorithm hoping it works on your book.

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