@cliwant/practiq-mcp 0.1.0

package/dist/tools/prepare-meeting.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/prepare-meeting.js

@@ -0,0 +1,121 @@
+/**
+ * prepare_meeting — Pre-meeting context bundle for a client.
+ */
+import { getClient } from "../store/client-store.js";
+import { getInteractions } from "../store/interaction-store.js";
+import { getDeadlinesForClient } from "../store/deadline-store.js";
+import { formatDueRelative } from "../utils/date-utils.js";
+export async function prepareMeeting(input) {
+    const client = await getClient(input.client_name);
+    if (!client) {
+        return `Client not found: "${input.client_name}". Use search_clients to find the correct name.`;
+    }
+    const interactions = await getInteractions(client.slug);
+    const deadlines = await getDeadlinesForClient(client.slug);
+    const activeDeadlines = deadlines.filter((d) => !d.completed);
+    const sections = [];
+    sections.push(`MEETING PREP: ${client.name}`);
+    sections.push("=".repeat(50));
+    if (input.meeting_purpose) {
+        sections.push(`Purpose: ${input.meeting_purpose}`);
+    }
+    sections.push("");
+    // Client snapshot
+    sections.push("CLIENT SNAPSHOT:");
+    sections.push(`  Vertical: ${client.vertical}`);
+    sections.push(`  Status: ${client.status}`);
+    sections.push(`  Engagement: ${client.engagement.type} since ${client.engagement.startDate}`);
+    if (client.engagement.value) {
+        sections.push(`  Monthly value: $${client.engagement.value.toLocaleString()}`);
+    }
+    if (client.engagement.scope) {
+        sections.push(`  Scope: ${client.engagement.scope}`);
+    }
+    sections.push("");
+    // Key contacts
+    if (client.contacts.length > 0) {
+        sections.push("KEY CONTACTS:");
+        for (const c of client.contacts) {
+            const primary = c.isPrimary ? " [PRIMARY]" : "";
+            sections.push(`  - ${c.name}, ${c.role}${primary}`);
+            if (c.email)
+                sections.push(`    ${c.email}`);
+            if (c.notes)
+                sections.push(`    Note: ${c.notes}`);
+        }
+        sections.push("");
+    }
+    // Recent interactions (last 5)
+    if (interactions.length > 0) {
+        sections.push("RECENT INTERACTIONS:");
+        for (const i of interactions.slice(0, 5)) {
+            sections.push(`  [${i.date}] ${i.type.toUpperCase()}: ${i.summary}`);
+            if (i.actionItems.length > 0) {
+                sections.push("    Open items:");
+                for (const item of i.actionItems) {
+                    sections.push(`      - ${item}`);
+                }
+            }
+        }
+        sections.push("");
+    }
+    else {
+        sections.push("RECENT INTERACTIONS: None recorded");
+        sections.push("");
+    }
+    // Open action items from all interactions
+    const allActionItems = [];
+    for (const i of interactions) {
+        for (const item of i.actionItems) {
+            allActionItems.push({ date: i.date, item });
+        }
+    }
+    if (allActionItems.length > 0) {
+        sections.push("OPEN ACTION ITEMS (from previous interactions):");
+        for (const a of allActionItems.slice(0, 10)) {
+            sections.push(`  - [${a.date}] ${a.item}`);
+        }
+        sections.push("");
+    }
+    // Active deadlines
+    if (activeDeadlines.length > 0) {
+        sections.push("ACTIVE DEADLINES:");
+        for (const d of activeDeadlines) {
+            const status = new Date(d.dueDate).getTime() < Date.now()
+                ? "OVERDUE"
+                : formatDueRelative(d.dueDate);
+            sections.push(`  - [${d.priority.toUpperCase()}] ${d.description} — ${status}`);
+        }
+        sections.push("");
+    }
+    // Notes
+    if (client.notes) {
+        sections.push("CLIENT NOTES:");
+        sections.push(client.notes);
+        sections.push("");
+    }
+    // Suggested talking points
+    sections.push("SUGGESTED TALKING POINTS:");
+    const talkingPoints = [];
+    if (activeDeadlines.some((d) => new Date(d.dueDate).getTime() < Date.now())) {
+        talkingPoints.push("Review overdue deadlines and establish new timelines");
+    }
+    if (activeDeadlines.length > 0) {
+        talkingPoints.push("Status update on upcoming deadlines");
+    }
+    if (allActionItems.length > 0) {
+        talkingPoints.push("Follow up on outstanding action items");
+    }
+    if (input.meeting_purpose) {
+        talkingPoints.push(`Discuss: ${input.meeting_purpose}`);
+    }
+    if (!client.lastInteraction || (Date.now() - new Date(client.lastInteraction).getTime()) > 30 * 24 * 60 * 60 * 1000) {
+        talkingPoints.push("General check-in — it has been a while since last contact");
+    }
+    talkingPoints.push("Confirm next steps and follow-up date");
+    for (const tp of talkingPoints) {
+        sections.push(`  - ${tp}`);
+    }
+    return sections.join("\n");
+}
+//# sourceMappingURL=prepare-meeting.js.map

package/dist/tools/prepare-meeting.js.map

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package/dist/tools/search-clients.d.ts

@@ -0,0 +1,8 @@
+/**
+ * search_clients — Full-text search across all client data.
+ */
+export interface SearchClientsInput {
+    query: string;
+}
+export declare function searchClientsTool(input: SearchClientsInput): Promise<string>;
+//# sourceMappingURL=search-clients.d.ts.map

package/dist/tools/search-clients.d.ts.map

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package/dist/tools/search-clients.js

@@ -0,0 +1,45 @@
+/**
+ * search_clients — Full-text search across all client data.
+ */
+import { searchClients } from "../store/client-store.js";
+import { searchInteractions } from "../store/interaction-store.js";
+export async function searchClientsTool(input) {
+    if (!input.query || input.query.trim().length === 0) {
+        return "Please provide a search query.";
+    }
+    const clientResults = await searchClients(input.query);
+    const interactionResults = await searchInteractions(input.query);
+    if (clientResults.length === 0 && interactionResults.length === 0) {
+        return `No results found for "${input.query}".`;
+    }
+    const sections = [];
+    sections.push(`SEARCH RESULTS FOR: "${input.query}"`);
+    sections.push("=".repeat(50));
+    sections.push("");
+    if (clientResults.length > 0) {
+        sections.push(`CLIENT MATCHES (${clientResults.length}):`);
+        for (const r of clientResults.slice(0, 15)) {
+            sections.push(`  ${r.client.name} (${r.client.vertical}, ${r.client.status})`);
+            sections.push(`    Match: ${r.matchContext}`);
+        }
+        if (clientResults.length > 15) {
+            sections.push(`  ... and ${clientResults.length - 15} more`);
+        }
+        sections.push("");
+    }
+    if (interactionResults.length > 0) {
+        sections.push(`INTERACTION MATCHES (${interactionResults.length}):`);
+        for (const r of interactionResults.slice(0, 15)) {
+            sections.push(`  [${r.interaction.date}] ${r.interaction.clientSlug} — ${r.interaction.type}`);
+            sections.push(`    Match: ${r.matchContext}`);
+        }
+        if (interactionResults.length > 15) {
+            sections.push(`  ... and ${interactionResults.length - 15} more`);
+        }
+        sections.push("");
+    }
+    sections.push(`Total: ${clientResults.length} client${clientResults.length !== 1 ? "s" : ""}, ` +
+        `${interactionResults.length} interaction${interactionResults.length !== 1 ? "s" : ""}`);
+    return sections.join("\n");
+}
+//# sourceMappingURL=search-clients.js.map

package/dist/tools/search-clients.js.map

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package/dist/tools/week-priorities.d.ts

@@ -0,0 +1,5 @@
+/**
+ * week_priorities — Prioritized client list for the week.
+ */
+export declare function weekPriorities(): Promise<string>;
+//# sourceMappingURL=week-priorities.d.ts.map

package/dist/tools/week-priorities.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/week-priorities.js

@@ -0,0 +1,98 @@
+/**
+ * week_priorities — Prioritized client list for the week.
+ */
+import { getAllClients } from "../store/client-store.js";
+import { getAllInteractions } from "../store/interaction-store.js";
+import { getAllDeadlines, getActiveDeadlines } from "../store/deadline-store.js";
+import { computeHealth } from "../utils/scoring.js";
+import { startOfWeek, endOfWeek, daysUntil, daysSince, formatRelative, } from "../utils/date-utils.js";
+export async function weekPriorities() {
+    const clients = await getAllClients();
+    if (clients.length === 0) {
+        return "No clients found. Use the add_client tool to add your first client.";
+    }
+    const allInteractions = await getAllInteractions();
+    const allDeadlines = await getAllDeadlines();
+    const activeDeadlines = await getActiveDeadlines();
+    const priorities = [];
+    for (const client of clients) {
+        if (client.status === "churned")
+            continue;
+        const cInteractions = allInteractions.filter((i) => i.clientSlug === client.slug);
+        const cDeadlines = allDeadlines.filter((d) => d.clientSlug === client.slug);
+        const cActiveDeadlines = activeDeadlines.filter((d) => d.clientSlug === client.slug);
+        const health = computeHealth(client, cInteractions, cDeadlines);
+        let score = 0;
+        const reasons = [];
+        // Overdue deadlines (highest priority)
+        const overdueCount = cActiveDeadlines.filter((d) => new Date(d.dueDate).getTime() < Date.now()).length;
+        if (overdueCount > 0) {
+            score += 40;
+            reasons.push(`${overdueCount} overdue deadline${overdueCount > 1 ? "s" : ""}`);
+        }
+        // Deadlines this week
+        const thisWeekDeadlines = cActiveDeadlines.filter((d) => {
+            const du = daysUntil(d.dueDate);
+            return du >= 0 && du <= 7;
+        });
+        if (thisWeekDeadlines.length > 0) {
+            score += 25;
+            reasons.push(`${thisWeekDeadlines.length} deadline${thisWeekDeadlines.length > 1 ? "s" : ""} this week`);
+        }
+        // Stale client (no interaction in 30+ days)
+        if (!client.lastInteraction || daysSince(client.lastInteraction) > 30) {
+            score += 15;
+            const since = client.lastInteraction
+                ? formatRelative(client.lastInteraction)
+                : "never";
+            reasons.push(`Last contact: ${since}`);
+        }
+        // Poor health
+        if (health.band === "Critical") {
+            score += 20;
+            reasons.push(`Health: Critical (${health.score}/100)`);
+        }
+        else if (health.band === "At Risk") {
+            score += 10;
+            reasons.push(`Health: At Risk (${health.score}/100)`);
+        }
+        // High-value client gets a small boost
+        if (client.engagement.value && client.engagement.value >= 2000) {
+            score += 5;
+        }
+        if (reasons.length > 0) {
+            priorities.push({
+                name: client.name,
+                slug: client.slug,
+                score,
+                reasons,
+                healthBand: health.band,
+                healthScore: health.score,
+            });
+        }
+    }
+    // Sort by priority score descending
+    priorities.sort((a, b) => b.score - a.score);
+    if (priorities.length === 0) {
+        return `Week of ${startOfWeek()} to ${endOfWeek()}\n\nAll clients are in good standing. No urgent priorities this week.`;
+    }
+    const sections = [];
+    sections.push(`WEEK PRIORITIES — ${startOfWeek()} to ${endOfWeek()}`);
+    sections.push("=".repeat(50));
+    sections.push("");
+    for (let i = 0; i < Math.min(priorities.length, 20); i++) {
+        const p = priorities[i];
+        sections.push(`${i + 1}. ${p.name} (priority score: ${p.score})`);
+        sections.push(`   Health: ${p.healthBand} (${p.healthScore}/100)`);
+        for (const reason of p.reasons) {
+            sections.push(`   - ${reason}`);
+        }
+        sections.push("");
+    }
+    if (priorities.length > 20) {
+        sections.push(`... and ${priorities.length - 20} more clients with lower priority`);
+    }
+    sections.push(`Total clients needing attention: ${priorities.length}/${clients.length}`);
+    return sections.join("\n");
+}
+//# sourceMappingURL=week-priorities.js.map

package/dist/tools/week-priorities.js.map

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package/dist/utils/date-utils.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Date utility functions for the Practiq MCP server.
+ * All dates are ISO 8601 strings. No external dependencies.
+ */
+export declare function now(): string;
+export declare function today(): string;
+export declare function daysBetween(dateA: string, dateB: string): number;
+export declare function daysSince(date: string): number;
+export declare function daysUntil(date: string): number;
+export declare function isOverdue(dueDate: string): boolean;
+export declare function isWithinDays(date: string, days: number): boolean;
+export declare function formatRelative(date: string): string;
+export declare function formatDueRelative(date: string): string;
+/** Start of the current week (Monday) as ISO date string */
+export declare function startOfWeek(): string;
+/** End of the current week (Sunday) as ISO date string */
+export declare function endOfWeek(): string;
+//# sourceMappingURL=date-utils.d.ts.map

package/dist/utils/date-utils.d.ts.map

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package/dist/utils/date-utils.js

@@ -0,0 +1,75 @@
+/**
+ * Date utility functions for the Practiq MCP server.
+ * All dates are ISO 8601 strings. No external dependencies.
+ */
+export function now() {
+    return new Date().toISOString();
+}
+export function today() {
+    return new Date().toISOString().slice(0, 10);
+}
+export function daysBetween(dateA, dateB) {
+    const a = new Date(dateA).getTime();
+    const b = new Date(dateB).getTime();
+    return Math.floor(Math.abs(b - a) / (1000 * 60 * 60 * 24));
+}
+export function daysSince(date) {
+    return daysBetween(date, now());
+}
+export function daysUntil(date) {
+    const target = new Date(date).getTime();
+    const current = Date.now();
+    return Math.floor((target - current) / (1000 * 60 * 60 * 24));
+}
+export function isOverdue(dueDate) {
+    return new Date(dueDate).getTime() < Date.now();
+}
+export function isWithinDays(date, days) {
+    const d = daysUntil(date);
+    return d >= 0 && d <= days;
+}
+export function formatRelative(date) {
+    const d = daysSince(date);
+    if (d === 0)
+        return "today";
+    if (d === 1)
+        return "yesterday";
+    if (d < 7)
+        return `${d} days ago`;
+    if (d < 30)
+        return `${Math.floor(d / 7)} weeks ago`;
+    if (d < 365)
+        return `${Math.floor(d / 30)} months ago`;
+    return `${Math.floor(d / 365)} years ago`;
+}
+export function formatDueRelative(date) {
+    const d = daysUntil(date);
+    if (d < 0)
+        return `${Math.abs(d)} days overdue`;
+    if (d === 0)
+        return "due today";
+    if (d === 1)
+        return "due tomorrow";
+    if (d < 7)
+        return `due in ${d} days`;
+    if (d < 30)
+        return `due in ${Math.floor(d / 7)} weeks`;
+    return `due in ${Math.floor(d / 30)} months`;
+}
+/** Start of the current week (Monday) as ISO date string */
+export function startOfWeek() {
+    const d = new Date();
+    const day = d.getDay();
+    const diff = d.getDate() - day + (day === 0 ? -6 : 1);
+    const monday = new Date(d.setDate(diff));
+    return monday.toISOString().slice(0, 10);
+}
+/** End of the current week (Sunday) as ISO date string */
+export function endOfWeek() {
+    const d = new Date();
+    const day = d.getDay();
+    const diff = d.getDate() - day + (day === 0 ? 0 : 7);
+    const sunday = new Date(d.setDate(diff));
+    return sunday.toISOString().slice(0, 10);
+}
+//# sourceMappingURL=date-utils.js.map

package/dist/utils/date-utils.js.map

@@ -0,0 +1 @@
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package/dist/utils/scoring.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Client health scoring algorithm.
+ *
+ * Four dimensions, each scored 0-100:
+ *   1. Interaction recency — when was the last touch?
+ *   2. Deadline status — any overdue deadlines?
+ *   3. Engagement depth — how many interactions total?
+ *   4. Risk signals — any negative keywords in notes/interactions?
+ *
+ * Final score = weighted average. Band thresholds:
+ *   80-100 = Healthy
+ *   60-79  = Watch
+ *   40-59  = At Risk
+ *   0-39   = Critical
+ */
+import type { Client, Deadline, HealthResult, Interaction } from "../store/types.js";
+export declare function computeHealth(client: Client, interactions: Interaction[], deadlines: Deadline[]): HealthResult;
+//# sourceMappingURL=scoring.d.ts.map

package/dist/utils/scoring.d.ts.map

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package/dist/utils/scoring.js

@@ -0,0 +1,155 @@
+/**
+ * Client health scoring algorithm.
+ *
+ * Four dimensions, each scored 0-100:
+ *   1. Interaction recency — when was the last touch?
+ *   2. Deadline status — any overdue deadlines?
+ *   3. Engagement depth — how many interactions total?
+ *   4. Risk signals — any negative keywords in notes/interactions?
+ *
+ * Final score = weighted average. Band thresholds:
+ *   80-100 = Healthy
+ *   60-79  = Watch
+ *   40-59  = At Risk
+ *   0-39   = Critical
+ */
+import { daysSince } from "./date-utils.js";
+const RISK_KEYWORDS = [
+    "unhappy",
+    "frustrated",
+    "cancel",
+    "terminate",
+    "complaint",
+    "dispute",
+    "overdue",
+    "late payment",
+    "at risk",
+    "churn",
+    "dissatisfied",
+    "escalat",
+    "problem",
+    "issue",
+    "concern",
+];
+function scoreInteractionRecency(lastInteraction) {
+    if (!lastInteraction)
+        return 0;
+    const days = daysSince(lastInteraction);
+    if (days <= 7)
+        return 100;
+    if (days <= 14)
+        return 85;
+    if (days <= 30)
+        return 70;
+    if (days <= 60)
+        return 50;
+    if (days <= 90)
+        return 30;
+    return 10;
+}
+function scoreDeadlineStatus(deadlines) {
+    if (deadlines.length === 0)
+        return 80; // no deadlines = neutral-good
+    const activeDeadlines = deadlines.filter((d) => !d.completed);
+    if (activeDeadlines.length === 0)
+        return 100;
+    const overdueCount = activeDeadlines.filter((d) => new Date(d.dueDate).getTime() < Date.now()).length;
+    if (overdueCount === 0)
+        return 90;
+    const overdueRatio = overdueCount / activeDeadlines.length;
+    if (overdueRatio <= 0.25)
+        return 60;
+    if (overdueRatio <= 0.5)
+        return 40;
+    return 20;
+}
+function scoreEngagementDepth(interactions) {
+    const count = interactions.length;
+    if (count >= 20)
+        return 100;
+    if (count >= 10)
+        return 80;
+    if (count >= 5)
+        return 60;
+    if (count >= 2)
+        return 40;
+    if (count >= 1)
+        return 25;
+    return 10;
+}
+function scoreRiskSignals(client, interactions) {
+    let riskCount = 0;
+    const searchText = [
+        client.notes,
+        ...interactions.map((i) => i.summary),
+        ...interactions.flatMap((i) => i.actionItems),
+    ]
+        .join(" ")
+        .toLowerCase();
+    for (const keyword of RISK_KEYWORDS) {
+        if (searchText.includes(keyword)) {
+            riskCount++;
+        }
+    }
+    if (riskCount === 0)
+        return 100;
+    if (riskCount <= 1)
+        return 75;
+    if (riskCount <= 3)
+        return 50;
+    if (riskCount <= 5)
+        return 30;
+    return 10;
+}
+function getBand(score) {
+    if (score >= 80)
+        return "Healthy";
+    if (score >= 60)
+        return "Watch";
+    if (score >= 40)
+        return "At Risk";
+    return "Critical";
+}
+function buildSummary(dimensions, band) {
+    const parts = [];
+    if (dimensions.interactionRecency < 50) {
+        parts.push("No recent interaction — consider reaching out");
+    }
+    if (dimensions.deadlineStatus < 50) {
+        parts.push("Overdue deadlines need attention");
+    }
+    if (dimensions.engagementDepth < 40) {
+        parts.push("Low engagement depth — relationship may need nurturing");
+    }
+    if (dimensions.riskSignals < 50) {
+        parts.push("Risk signals detected in notes or interactions");
+    }
+    if (parts.length === 0) {
+        if (band === "Healthy")
+            return "Client is in good standing across all dimensions.";
+        return "Client status is acceptable but monitor for changes.";
+    }
+    return parts.join(". ") + ".";
+}
+export function computeHealth(client, interactions, deadlines) {
+    const dimensions = {
+        interactionRecency: scoreInteractionRecency(client.lastInteraction),
+        deadlineStatus: scoreDeadlineStatus(deadlines),
+        engagementDepth: scoreEngagementDepth(interactions),
+        riskSignals: scoreRiskSignals(client, interactions),
+    };
+    const score = Math.round(dimensions.interactionRecency * 0.30 +
+        dimensions.deadlineStatus * 0.30 +
+        dimensions.engagementDepth * 0.15 +
+        dimensions.riskSignals * 0.25);
+    const band = getBand(score);
+    return {
+        clientSlug: client.slug,
+        clientName: client.name,
+        score,
+        band,
+        dimensions,
+        summary: buildSummary(dimensions, band),
+    };
+}
+//# sourceMappingURL=scoring.js.map

package/dist/utils/scoring.js.map

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