Northstar — AI Sales CRM (Strands + CopilotKit)

A full-featured agentic CRM showcase for an enterprise hardware seller, built with CopilotKit, the AG-UI protocol, and a TypeScript Strands agent. The copilot doesn't just chat — it drives the workspace: researching prospects, building hardware quotes, analyzing the team, and generating reports that render as full pages.

The first TypeScript Strands example in this repo (the others are Python). It uses @strands-agents/sdk + @ag-ui/aws-strands to bridge a Strands agent to CopilotKit over the AG-UI protocol.

https://github.com/user-attachments/assets/c770941f-ba92-4d5b-ba42-b355e7205af4

What this shows

• Agentic canvas — tool calls route and render on the workspace, not just in chat: approving a quote opens a full quote page; "analyze the team" and "generate this week's report" open dedicated report pages.
• Generative UI — inline cards for enrichment, deal briefs, pipeline priorities, and a human-in-the-loop follow-up approval (useRenderTool / useHumanInTheLoop).
• Shared state — a live STATE_SNAPSHOT keeps the Kanban board, dashboard, and pages in sync with the agent's SQLite store.
• Frontend tools — the copilot can focus a deal or navigate the workspace from chat ("show me the pipeline").
• Dependency-free SVG charts, a product catalog, a team leaderboard, and a reports browser.

Stack

Prerequisites

• Node.js 20+
• An OpenAI API key
• A Tavily API key (lead enrichment / web search) — free at https://tavily.com

Quick start

# from examples/showcases/strands-crm
npm run install:all          # installs root, agent, and frontend deps

# configure the agent's keys
cp agent/.env.example agent/.env
# edit agent/.env → set OPENAI_API_KEY and TAVILY_API_KEY

npm run dev                  # runs the agent (:8000) and the UI (:3000) together

Open http://localhost:3000.

Prefer two terminals? Run npm --prefix agent run dev and npm --prefix frontend run dev.

How it works

Next.js + CopilotKit (UI, :3000)
        │  /api/copilotkit  →  HttpAgent
        ▼
TypeScript Strands agent (Express, :8000)
        │  tools: recommend_products / enrich_lead / analyze_team /
        │         generate_weekly_report / move_stage / confirm_followup / …
        ▼
SQLite CRM store  ──STATE_SNAPSHOT──▶  live board + dashboard + report pages

The frontend's API routes proxy to the agent at http://localhost:8000 (override with the AGENT_URL env var). The agent registers CRM tools; mutating tools push a fresh state snapshot so the board, dashboard, and report pages update live.

Tests

npm --prefix agent test       # agent: store, routes, tools, analytics
npm --prefix frontend test    # frontend: CRM lib + analytics

Try it

In the chat, try: "Research CopilotKit", "Quote a 30-seat laptop fleet for CopilotKit" (then approve the quote), "How is the team doing this quarter?", "Generate this week's report", or "Show me the pipeline."