@adrata/adrata-mcp 1.0.0

package/resources.js

@@ -0,0 +1,246 @@
+/**
+ * Additional MCP resources for Adrata MCP Server.
+ *
+ * Resources (passive context injection — Claude reads these automatically):
+ *   - adrata://recent-research  — last 10 companies/people researched
+ *   - adrata://guide/sales-playbook — contextual sales methodology tips
+ *   - adrata://workspace — workspace summary (enterprise only)
+ */
+
+import { readFileSync, existsSync } from 'node:fs';
+import { homedir } from 'node:os';
+import { join } from 'node:path';
+
+// ---------------------------------------------------------------------------
+// Local memory helpers (mirrors memory.js for free tier)
+// ---------------------------------------------------------------------------
+
+const ADRATA_DIR = join(homedir(), '.adrata');
+const MEMORIES_FILE = join(ADRATA_DIR, 'memories.json');
+
+function readLocalMemories() {
+  if (!existsSync(MEMORIES_FILE)) return [];
+  try {
+    return JSON.parse(readFileSync(MEMORIES_FILE, 'utf-8'));
+  } catch {
+    return [];
+  }
+}
+
+// ---------------------------------------------------------------------------
+// Resource: adrata://recent-research
+// ---------------------------------------------------------------------------
+
+function buildRecentResearchHandler(apiFn, auth) {
+  return async () => {
+    let text;
+
+    if (auth.authenticated) {
+      try {
+        const data = await apiFn('GET', '/api/v1/mcp/memories', {
+          params: { limit: 10, memory_type: 'deal_context' },
+        });
+        const items = data?.data || data || [];
+        if (items.length === 0) {
+          text = 'No recent research activity found. Use search_companies or search_people to start researching.';
+        } else {
+          const lines = items.map((item, i) => {
+            const tags = (item.tags || []).join(', ');
+            const date = item.created_at ? new Date(item.created_at).toLocaleDateString() : 'unknown';
+            return `${i + 1}. [${date}] ${item.content}${tags ? ` (tags: ${tags})` : ''}`;
+          });
+          text = `Recent Research Activity (last ${items.length} items):\n\n${lines.join('\n')}`;
+        }
+      } catch {
+        text = 'Recent research data unavailable (API error). User is authenticated but the memory API could not be reached.';
+      }
+    } else {
+      // Free tier: pull from local memories
+      const memories = readLocalMemories();
+      const recent = memories
+        .filter(m => m.is_latest && !m.forgotten_at)
+        .sort((a, b) => new Date(b.created_at) - new Date(a.created_at))
+        .slice(0, 10);
+
+      if (recent.length === 0) {
+        text = 'No recent research activity found. Use search_companies or search_people to start researching.';
+      } else {
+        const lines = recent.map((item, i) => {
+          const tags = (item.tags || []).join(', ');
+          const date = item.created_at ? new Date(item.created_at).toLocaleDateString() : 'unknown';
+          return `${i + 1}. [${date}] ${item.content}${tags ? ` (tags: ${tags})` : ''}`;
+        });
+        text = `Recent Research Activity (last ${recent.length} items, local storage):\n\n${lines.join('\n')}\n\nNote: Upgrade to Pro for server-side memory with full research history and vector search.`;
+      }
+    }
+
+    return {
+      contents: [{
+        uri: 'adrata://recent-research',
+        mimeType: 'text/plain',
+        text,
+      }],
+    };
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Resource: adrata://guide/sales-playbook
+// ---------------------------------------------------------------------------
+
+const SALES_PLAYBOOK_TEXT = `Adrata Sales Playbook — Contextual Methodology Tips
+
+1. DISCOVERY FRAMEWORK
+   - Lead with business pain, not product features
+   - Ask "What happens if you do nothing?" to quantify urgency
+   - Map the buying committee early: Champion, Decision Maker, Budget Holder, Influencer
+   - Identify the compelling event driving timeline
+
+2. QUALIFICATION (MEDDPIC)
+   - Metrics: What measurable outcomes does the buyer need?
+   - Economic Buyer: Who signs the check? Have you confirmed?
+   - Decision Criteria: What are they evaluating against?
+   - Decision Process: Steps, timeline, approvals required?
+   - Identify Pain: What specific pain does this solve?
+   - Champion: Who inside the org is selling for you?
+
+3. MULTI-THREADING STRATEGY
+   - Never rely on a single contact (single-threaded = high risk)
+   - Map 3-5 stakeholders per deal minimum
+   - Use buyer group tracking to monitor engagement across contacts
+   - Each stakeholder needs a personalized value message
+
+4. PIPELINE HYGIENE
+   - Update opportunity stage after every meaningful interaction
+   - Log Next Moves with specific dates and owners
+   - Stale deals (>30 days no activity) need re-engagement or disqualification
+   - Use close dates that reflect reality, not optimism
+
+5. CLOSING TACTICS
+   - Confirm decision criteria are met before asking for the close
+   - Address procurement/legal/security early, not at the end
+   - Create mutual action plans with shared timelines
+   - Follow up on proposals within 48 hours
+
+6. POST-SALE EXPANSION
+   - Schedule a 30/60/90 day check-in cadence
+   - Document success metrics achieved for future case studies
+   - Ask for introductions to other departments or teams
+   - Monitor usage signals for upsell timing
+
+Tips for using Adrata effectively:
+- Use search_companies before outreach to check existing intelligence
+- Save key deal insights with save_memory for cross-session context
+- Track buyer group composition to ensure multi-threading
+- Set actions with due dates to maintain pipeline velocity`;
+
+function buildSalesPlaybookHandler() {
+  return async () => ({
+    contents: [{
+      uri: 'adrata://guide/sales-playbook',
+      mimeType: 'text/plain',
+      text: SALES_PLAYBOOK_TEXT,
+    }],
+  });
+}
+
+// ---------------------------------------------------------------------------
+// Resource: adrata://workspace
+// ---------------------------------------------------------------------------
+
+function buildWorkspaceHandler(apiFn, auth) {
+  return async () => {
+    let text;
+
+    if (auth.tier === 'enterprise' && auth.authenticated) {
+      try {
+        const data = await apiFn('GET', '/api/v1/capabilities/workspace');
+        const ws = data?.data || data;
+
+        const lines = [
+          'Workspace Summary',
+          '=================',
+          '',
+          `Name: ${ws.name || 'Unknown'}`,
+          `Plan: ${ws.plan || 'enterprise'}`,
+          `Members: ${ws.member_count ?? 'unknown'}`,
+          `Created: ${ws.created_at ? new Date(ws.created_at).toLocaleDateString() : 'unknown'}`,
+          '',
+        ];
+
+        if (ws.stats) {
+          lines.push('Workspace Statistics:');
+          if (ws.stats.companies != null) lines.push(`- Companies: ${ws.stats.companies}`);
+          if (ws.stats.people != null) lines.push(`- People: ${ws.stats.people}`);
+          if (ws.stats.opportunities != null) lines.push(`- Opportunities: ${ws.stats.opportunities}`);
+          if (ws.stats.actions != null) lines.push(`- Actions: ${ws.stats.actions}`);
+          if (ws.stats.active_users != null) lines.push(`- Active users: ${ws.stats.active_users}`);
+          lines.push('');
+        }
+
+        if (ws.capabilities) {
+          lines.push('Enabled Capabilities:');
+          for (const [cap, enabled] of Object.entries(ws.capabilities)) {
+            lines.push(`- ${cap}: ${enabled ? 'enabled' : 'disabled'}`);
+          }
+        }
+
+        text = lines.join('\n');
+      } catch {
+        text = 'Workspace data unavailable (API error). Your enterprise connection is active but the workspace API could not be reached.';
+      }
+    } else {
+      text = `Workspace Summary — Enterprise Feature
+
+The workspace resource provides a summary of your organization's Adrata workspace including team size, data volume, and enabled capabilities.
+
+This resource requires an enterprise connection. To access it:
+1. Run the connect_workspace tool to link your Adrata workspace via OAuth 2.0
+2. Ensure your workspace has an enterprise plan
+
+Current tier: ${auth.tier}
+Status: ${auth.authenticated ? 'Authenticated but not enterprise tier' : 'Not connected'}
+
+Use connect_workspace to get started.`;
+    }
+
+    return {
+      contents: [{
+        uri: 'adrata://workspace',
+        mimeType: 'text/plain',
+        text,
+      }],
+    };
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Registration
+// ---------------------------------------------------------------------------
+
+/**
+ * Register all additional MCP resources on the server.
+ *
+ * @param {object}   server - McpServer instance
+ * @param {Function} apiFn  - The api() helper for server calls
+ * @param {object}   auth   - AUTH context { tier, token, apiKey, authenticated }
+ */
+export function registerResources(server, apiFn, auth) {
+  server.resource(
+    'recent-research',
+    'adrata://recent-research',
+    buildRecentResearchHandler(apiFn, auth)
+  );
+
+  server.resource(
+    'sales-playbook',
+    'adrata://guide/sales-playbook',
+    buildSalesPlaybookHandler()
+  );
+
+  server.resource(
+    'workspace-summary',
+    'adrata://workspace',
+    buildWorkspaceHandler(apiFn, auth)
+  );
+}