AIECOS Social CRM

Open-source template to sync Pancake (Zalo OA / Facebook Messenger / Instagram) data into your own Supabase, with a built-in admin UI, MCP server for AI agents, and B2B partner classification.

🌐 Live demo · 📖 Setup guide · 🤖 MCP usage

🎬 Demo

https://github.com/aiecosvietnam/aiecos-social-crm/releases/download/v1.0.0/demo.mp4

_{11-second walkthrough — Dashboard · Inbox · Pipeline · Partner 360 · Performance.
Inline player auto-renders on GitHub.com. Fallback: direct download.}

What it does:

• 📥 Chrome extension reads Pancake DOM → POST to your sync receiver
• 💾 Sync receiver writes to Supabase schema (pages, customers, conversations, messages)
• 🖥 Standalone admin UI (single HTML file) reads from Supabase REST API
• 🤖 MCP server lets Claude / any MCP client query data directly via natural language
• 📊 5-stage partner classification: Active / Sleeping / At-Risk / Dormant / Churned
• 📄 Export CSV + printable HTML reports
• 💬 Built-in Inbox (3-pane), Triage alerts, Pipeline kanban
• 🎭 Demo mode — try the UI instantly without setting up Supabase

Stack: Node.js + Express, Supabase (Postgres + PostgREST), Chrome Manifest V3, MCP SDK.

Architecture

┌─────────────────┐   POST       ┌──────────────────┐   upsert    ┌──────────────┐
│ Pancake DOM     │  ─────────▶  │ Sync Receiver    │  ────────▶  │ Supabase     │
│ (Chrome ext)    │              │ (Node + Express) │             │ aiecos_social│
└─────────────────┘              └──────────────────┘             └──────┬───────┘
                                                                         │ PostgREST
                                          ┌──────────────────────────────┘
                                          ▼
                                   ┌──────────────┐         ┌──────────────┐
                                   │ Admin UI     │         │ MCP Server   │
                                   │ (HTML/JS)    │         │ (for Claude) │
                                   └──────────────┘         └──────────────┘

Screenshots

Admin UI — Dashboard (live data from your own Supabase):

• 📊 KPI cards: Total partners / Active / At-Risk / Dormant+Churned / Total messages
• 📈 14-day activity trend (Customer vs Agent split)
• 💬 Recent messages stream

Pipeline Kanban — 5 stages with auto-classification:

┌─────────┐  ┌──────────┐  ┌─────────┐  ┌─────────┐  ┌─────────┐
│ ACTIVE  │  │ SLEEPING │  │ AT-RISK │  │ DORMANT │  │ CHURNED │
│  ≤ 3d   │  │  3-7d    │  │ 7-30d   │  │ 30-90d  │  │  >90d   │
└─────────┘  └──────────┘  └─────────┘  └─────────┘  └─────────┘

Triage — Auto-alerts for partners going silent · Partner 360 — Full table · Performance — Customer/Agent ratio + top partners

→ Try the live demo (connect to your Supabase via Settings)

Folder structure

aiecos-social-crm/
├── README.md
├── SETUP.md                  ← Start here
├── LICENSE                   ← MIT
├── docker-compose.yml        ← One-command dev stack
├── .env.example              ← Root env (for docker compose)
├── chrome-extension/         ← AIECOS Pancake Connector (Manifest V3)
├── sync-receiver/            ← Express server + Dockerfile + schema.sql
├── mcp-server/               ← MCP server for Claude
├── admin-ui/                 ← Single-file HTML dashboard
├── examples/                 ← Curl scripts, seed data, MCP prompts
├── docs/
│   ├── DEPLOY.md             ← Production deployment guide
│   ├── MCP_USAGE.md          ← MCP tool reference
│   └── ARCHITECTURE.md       ← Internals
└── .github/workflows/
    └── ci.yml                ← Syntax + secret scan + docker build

Quick start (1 minute — Docker)

# Boot the entire stack: Postgres + PostgREST + sync receiver + admin UI
cp .env.example .env
docker compose up -d

# Inject demo data (5 partners across all stages)
bash examples/seed-demo-data.sh

# Open admin UI
open http://localhost:8080
# → Settings → Supabase URL: http://localhost:3000 → Schema: aiecos_social → Save

Done. You can now see Active / Sleeping / At-Risk / Dormant / Churned partners in the kanban.

Quick start (manual, step-by-step)

# 1. Set up Supabase (cloud or self-host) + run schema.sql
psql -f sync-receiver/schema.sql

# 2. Start sync receiver
cd sync-receiver
cp .env.example .env  # edit with your Supabase credentials
npm install
npm start

# 3. Open admin UI in browser
open admin-ui/index.html
# → Click Settings → paste your Supabase URL + anon key

# 4. Install Chrome extension
# chrome://extensions/ → Load unpacked → select chrome-extension/

# 5. (Optional) Wire MCP server to Claude
cd mcp-server && npm install
# Add to ~/.claude.json mcpServers, then restart Claude Code

Full step-by-step instructions: SETUP.md

Why this template?

Most CRMs lock you into their data silo. This template gives you:

Use cases

• B2B distributors: Track shop partners, alert when they go silent
• D2C brands: Multi-channel inbox aggregation
• Agencies: White-label social CRM for clients
• AI assistants: Feed conversation history to your AI agents

Roadmap

• [ ] Add HubSpot / Salesforce sync
• [ ] Webhook out (Slack/Telegram alerts)
• [ ] Tag/segment management UI
• [ ] LLM-powered reply suggestions

☕ Support development

Nếu template này giúp ích cho bạn, ủng hộ một ly cà phê để mình tiếp tục build thêm nhiều dự án mã nguồn mở thực tế cho cộng đồng dev Việt Nam.

If this template saved you time, consider supporting future open-source work. 100% goes back into building more real-world templates (CRM, AI agents, integrations like KiotViet/MISA/HubSpot/Shopify, Vietnamese + English docs).

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🌍 Other ways to support

Cảm ơn 🙏 — every star, comment, donation keeps this momentum going.

Credits

Built by AIECOS — open-source AI infrastructure for Vietnamese businesses. Released under MIT. PRs welcome.