@hasna/contacts 0.2.9 → 0.3.0

package/dist/mcp/index.js

@@ -236,6 +236,85 @@ var MIGRATIONS = [
   );
 
   CREATE INDEX IF NOT EXISTS idx_contact_notes_contact ON contact_notes(contact_id);
+  `,
+  `
+  ALTER TABLE companies ADD COLUMN is_owned_entity INTEGER NOT NULL DEFAULT 0;
+  ALTER TABLE companies ADD COLUMN entity_type TEXT CHECK(entity_type IN ('operating','holding','dissolved','nonprofit','trust','branch','other'));
+
+  ALTER TABLE company_relationships ADD COLUMN start_date TEXT;
+  ALTER TABLE company_relationships ADD COLUMN end_date TEXT;
+  ALTER TABLE company_relationships ADD COLUMN is_primary INTEGER NOT NULL DEFAULT 0;
+  ALTER TABLE company_relationships ADD COLUMN status TEXT NOT NULL DEFAULT 'active' CHECK(status IN ('active','inactive','ended'));
+
+  CREATE TABLE IF NOT EXISTS org_members (
+    id TEXT PRIMARY KEY,
+    company_id TEXT NOT NULL REFERENCES companies(id) ON DELETE CASCADE,
+    contact_id TEXT NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
+    title TEXT,
+    specialization TEXT,
+    office_phone TEXT,
+    response_sla_hours INTEGER,
+    notes TEXT,
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now')),
+    UNIQUE(company_id, contact_id)
+  );
+
+  CREATE TABLE IF NOT EXISTS vendor_communications (
+    id TEXT PRIMARY KEY,
+    company_id TEXT NOT NULL REFERENCES companies(id) ON DELETE CASCADE,
+    contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    comm_date TEXT NOT NULL,
+    type TEXT NOT NULL DEFAULT 'email' CHECK(type IN ('email','call','meeting','invoice_request','invoice_received','payment','dispute','other')),
+    direction TEXT NOT NULL DEFAULT 'outbound' CHECK(direction IN ('inbound','outbound')),
+    subject TEXT,
+    body TEXT,
+    status TEXT NOT NULL DEFAULT 'sent' CHECK(status IN ('sent','awaiting_response','responded','no_response','resolved')),
+    invoice_amount REAL,
+    invoice_currency TEXT,
+    invoice_ref TEXT,
+    follow_up_date TEXT,
+    follow_up_done INTEGER NOT NULL DEFAULT 0,
+    created_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  CREATE TABLE IF NOT EXISTS contact_tasks (
+    id TEXT PRIMARY KEY,
+    title TEXT NOT NULL,
+    description TEXT,
+    contact_id TEXT NOT NULL REFERENCES contacts(id) ON DELETE CASCADE,
+    assigned_by TEXT,
+    deadline TEXT,
+    status TEXT NOT NULL DEFAULT 'pending' CHECK(status IN ('pending','awaiting_response','in_progress','completed','cancelled','escalated')),
+    priority TEXT NOT NULL DEFAULT 'medium' CHECK(priority IN ('low','medium','high','critical')),
+    entity_id TEXT REFERENCES companies(id) ON DELETE SET NULL,
+    linked_todos_task_id TEXT,
+    escalation_rules TEXT NOT NULL DEFAULT '[]',
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  CREATE TABLE IF NOT EXISTS applications (
+    id TEXT PRIMARY KEY,
+    program_name TEXT NOT NULL,
+    provider_company_id TEXT REFERENCES companies(id) ON DELETE SET NULL,
+    type TEXT NOT NULL DEFAULT 'other' CHECK(type IN ('ai_credits','grant','startup_program','visa','trademark','tax_filing','loan','other')),
+    value_usd REAL,
+    applicant_contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    primary_contact_id TEXT REFERENCES contacts(id) ON DELETE SET NULL,
+    status TEXT NOT NULL DEFAULT 'draft' CHECK(status IN ('draft','submitted','pending','approved','rejected','follow_up_needed','expired','cancelled')),
+    submitted_date TEXT,
+    decision_date TEXT,
+    follow_up_date TEXT,
+    notes TEXT,
+    method TEXT CHECK(method IN ('email','form','typeform','hubspot','manual','browser','feathery','other')),
+    form_url TEXT,
+    metadata TEXT NOT NULL DEFAULT '{}',
+    created_at TEXT NOT NULL DEFAULT (datetime('now')),
+    updated_at TEXT NOT NULL DEFAULT (datetime('now'))
+  );
+
+  ALTER TABLE contact_notes ADD COLUMN company_id TEXT REFERENCES companies(id) ON DELETE SET NULL;
   `
 ];
 var _db = null;
@@ -383,7 +462,9 @@ function rowToCompany(row) {
     ...row,
     custom_fields: JSON.parse(row.custom_fields || "{}"),
     archived: !!row.archived,
-    project_id: row.project_id ?? null
+    project_id: row.project_id ?? null,
+    is_owned_entity: !!row.is_owned_entity,
+    entity_type: row.entity_type ?? null
   };
 }
 function insertEmails(db, contactId, companyId, emails) {
@@ -963,7 +1044,9 @@ function rowToCompany2(row) {
     ...row,
     custom_fields: JSON.parse(row.custom_fields || "{}"),
     archived: !!row.archived,
-    project_id: row.project_id ?? null
+    project_id: row.project_id ?? null,
+    is_owned_entity: !!row.is_owned_entity,
+    entity_type: row.entity_type ?? null
   };
 }
 function insertEmails2(db, companyId, emails) {
@@ -1027,8 +1110,8 @@ function createCompany(input, db) {
   const d = db || getDatabase();
   const id = uuid();
   const timestamp = now();
-  d.run(`INSERT INTO companies (id, name, domain, logo_url, description, industry, size, founded_year, notes, custom_fields, created_at, updated_at)
-     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+  d.run(`INSERT INTO companies (id, name, domain, logo_url, description, industry, size, founded_year, notes, custom_fields, is_owned_entity, entity_type, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
     id,
     input.name,
     input.domain ?? null,
@@ -1039,6 +1122,8 @@ function createCompany(input, db) {
     input.founded_year ?? null,
     input.notes ?? null,
     JSON.stringify(input.custom_fields ?? {}),
+    input.is_owned_entity ? 1 : 0,
+    input.entity_type ?? null,
     timestamp,
     timestamp
   ]);
@@ -1075,6 +1160,7 @@ function listCompanies(opts = {}, db) {
     tag_id,
     project_id,
     archived = false,
+    is_owned_entity,
     order_by = "name",
     order_dir = "asc"
   } = opts;
@@ -1094,6 +1180,10 @@ function listCompanies(opts = {}, db) {
     conditions.push("EXISTS (SELECT 1 FROM company_tags ct WHERE ct.company_id = co.id AND ct.tag_id = ?)");
     params.push(tag_id);
   }
+  if (is_owned_entity !== undefined) {
+    conditions.push("co.is_owned_entity = ?");
+    params.push(is_owned_entity ? 1 : 0);
+  }
   const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
   const validOrderBy = ["name", "created_at", "updated_at"].includes(order_by) ? order_by : "name";
   const validOrderDir = order_dir === "desc" ? "DESC" : "ASC";
@@ -1149,6 +1239,14 @@ function updateCompany(id, input, db) {
     setClauses.push("project_id = ?");
     params.push(input.project_id);
   }
+  if (input.is_owned_entity !== undefined) {
+    setClauses.push("is_owned_entity = ?");
+    params.push(input.is_owned_entity ? 1 : 0);
+  }
+  if ("entity_type" in input && input.entity_type !== undefined) {
+    setClauses.push("entity_type = ?");
+    params.push(input.entity_type);
+  }
   params.push(id);
   d.run(`UPDATE companies SET ${setClauses.join(", ")} WHERE id = ?`, params);
   logActivity(d, { company_id: id, action: "company.updated", details: `Updated company: ${existing.name}` });
@@ -1236,7 +1334,11 @@ function deleteRelationship(id, db) {
 function rowToCompanyRelationship(row) {
   return {
     ...row,
-    relationship_type: row.relationship_type
+    relationship_type: row.relationship_type,
+    start_date: row.start_date ?? null,
+    end_date: row.end_date ?? null,
+    is_primary: !!row.is_primary,
+    status: row.status ?? "active"
   };
 }
 function createCompanyRelationship(input, db) {
@@ -1248,7 +1350,17 @@ function createCompanyRelationship(input, db) {
   if (!company)
     throw new Error(`Company ${input.company_id} not found`);
   const id = uuid();
-  d.run(`INSERT INTO company_relationships (id, contact_id, company_id, relationship_type, notes) VALUES (?, ?, ?, ?, ?)`, [id, input.contact_id, input.company_id, input.relationship_type, input.notes ?? null]);
+  d.run(`INSERT INTO company_relationships (id, contact_id, company_id, relationship_type, notes, start_date, end_date, is_primary, status) VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.contact_id,
+    input.company_id,
+    input.relationship_type,
+    input.notes ?? null,
+    input.start_date ?? null,
+    input.end_date ?? null,
+    input.is_primary ? 1 : 0,
+    input.status ?? "active"
+  ]);
   return rowToCompanyRelationship(d.query(`SELECT * FROM company_relationships WHERE id = ?`).get(id));
 }
 function listCompanyRelationships(opts = {}, db) {
@@ -1277,19 +1389,23 @@ function deleteCompanyRelationship(id, db) {
 }
 
 // src/db/notes.ts
-function addNote(contactId, body, createdBy, db) {
+function addNote(contactId, body, createdBy, db, companyId) {
   const d = db || getDatabase();
   const contact = d.query(`SELECT id FROM contacts WHERE id = ?`).get(contactId);
   if (!contact)
     throw new ContactNotFoundError(contactId);
   const id = uuid();
-  d.run(`INSERT INTO contact_notes (id, contact_id, body, created_by) VALUES (?, ?, ?, ?)`, [id, contactId, body, createdBy ?? null]);
+  d.run(`INSERT INTO contact_notes (id, contact_id, body, created_by, company_id) VALUES (?, ?, ?, ?, ?)`, [id, contactId, body, createdBy ?? null, companyId ?? null]);
   return d.query(`SELECT * FROM contact_notes WHERE id = ?`).get(id);
 }
 function listNotes(contactId, db) {
   const d = db || getDatabase();
   return d.query(`SELECT * FROM contact_notes WHERE contact_id = ? ORDER BY created_at ASC`).all(contactId);
 }
+function listNotesForContactAtCompany(contactId, companyId, db) {
+  const d = db || getDatabase();
+  return d.query(`SELECT * FROM contact_notes WHERE contact_id = ? AND company_id = ? ORDER BY created_at ASC`).all(contactId, companyId);
+}
 function deleteNote(noteId, db) {
   const d = db || getDatabase();
   d.run(`DELETE FROM contact_notes WHERE id = ?`, [noteId]);
@@ -2124,6 +2240,454 @@ async function pullGoogleContactsAsInputs(opts = {}) {
   return people.filter((p) => p.emailAddresses?.some((e) => e.value)).map(googlePersonToContactInput);
 }
 
+// src/db/org-members.ts
+function rowToOrgMember(row) {
+  return {
+    id: row.id,
+    company_id: row.company_id,
+    contact_id: row.contact_id,
+    title: row.title,
+    specialization: row.specialization,
+    office_phone: row.office_phone,
+    response_sla_hours: row.response_sla_hours,
+    notes: row.notes,
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function addOrgMember(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO org_members (id, company_id, contact_id, title, specialization, office_phone, response_sla_hours, notes, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.company_id,
+    input.contact_id,
+    input.title ?? null,
+    input.specialization ?? null,
+    input.office_phone ?? null,
+    input.response_sla_hours ?? null,
+    input.notes ?? null,
+    timestamp,
+    timestamp
+  ]);
+  return rowToOrgMember(d.query(`SELECT * FROM org_members WHERE id = ?`).get(id));
+}
+function listOrgMembers(companyId, db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM org_members WHERE company_id = ? ORDER BY created_at ASC`).all(companyId);
+  return rows.map(rowToOrgMember);
+}
+function updateOrgMember(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if ("title" in input) {
+    setClauses.push("title = ?");
+    params.push(input.title ?? null);
+  }
+  if ("specialization" in input) {
+    setClauses.push("specialization = ?");
+    params.push(input.specialization ?? null);
+  }
+  if ("office_phone" in input) {
+    setClauses.push("office_phone = ?");
+    params.push(input.office_phone ?? null);
+  }
+  if ("response_sla_hours" in input) {
+    setClauses.push("response_sla_hours = ?");
+    params.push(input.response_sla_hours ?? null);
+  }
+  if ("notes" in input) {
+    setClauses.push("notes = ?");
+    params.push(input.notes ?? null);
+  }
+  params.push(id);
+  d.run(`UPDATE org_members SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToOrgMember(d.query(`SELECT * FROM org_members WHERE id = ?`).get(id));
+}
+function removeOrgMember(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM org_members WHERE id = ?`, [id]);
+}
+function listOrgMembersForContact(contactId, db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM org_members WHERE contact_id = ? ORDER BY created_at ASC`).all(contactId);
+  return rows.map(rowToOrgMember);
+}
+
+// src/db/vendor-comms.ts
+function rowToVendorComm(row) {
+  return {
+    id: row.id,
+    company_id: row.company_id,
+    contact_id: row.contact_id,
+    comm_date: row.comm_date,
+    type: row.type,
+    direction: row.direction,
+    subject: row.subject,
+    body: row.body,
+    status: row.status,
+    invoice_amount: row.invoice_amount,
+    invoice_currency: row.invoice_currency,
+    invoice_ref: row.invoice_ref,
+    follow_up_date: row.follow_up_date,
+    follow_up_done: !!row.follow_up_done,
+    created_at: row.created_at
+  };
+}
+function logVendorCommunication(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  d.run(`INSERT INTO vendor_communications
+      (id, company_id, contact_id, comm_date, type, direction, subject, body, status,
+       invoice_amount, invoice_currency, invoice_ref, follow_up_date, follow_up_done)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.company_id,
+    input.contact_id ?? null,
+    input.comm_date,
+    input.type ?? "email",
+    input.direction ?? "outbound",
+    input.subject ?? null,
+    input.body ?? null,
+    input.status ?? "sent",
+    input.invoice_amount ?? null,
+    input.invoice_currency ?? null,
+    input.invoice_ref ?? null,
+    input.follow_up_date ?? null,
+    input.follow_up_done ? 1 : 0
+  ]);
+  return rowToVendorComm(d.query(`SELECT * FROM vendor_communications WHERE id = ?`).get(id));
+}
+function listVendorCommunications(companyId, opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = ["company_id = ?"];
+  const params = [companyId];
+  if (opts.type) {
+    conditions.push("type = ?");
+    params.push(opts.type);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.direction) {
+    conditions.push("direction = ?");
+    params.push(opts.direction);
+  }
+  const where = conditions.join(" AND ");
+  const rows = d.query(`SELECT * FROM vendor_communications WHERE ${where} ORDER BY comm_date DESC`).all(...params);
+  return rows.map(rowToVendorComm);
+}
+function listPendingFollowUps(db) {
+  const d = db || getDatabase();
+  const today = new Date().toISOString().slice(0, 10);
+  const rows = d.query(`SELECT * FROM vendor_communications
+     WHERE follow_up_date <= ? AND follow_up_done = 0
+     ORDER BY follow_up_date ASC`).all(today);
+  return rows.map(rowToVendorComm);
+}
+function listMissingInvoices(db) {
+  const d = db || getDatabase();
+  const rows = d.query(`SELECT * FROM vendor_communications
+     WHERE type = 'invoice_request' AND status IN ('awaiting_response','no_response')
+     ORDER BY comm_date ASC`).all();
+  return rows.map(rowToVendorComm);
+}
+function markFollowUpDone(id, db) {
+  const d = db || getDatabase();
+  d.run(`UPDATE vendor_communications SET follow_up_done = 1 WHERE id = ?`, [id]);
+  return rowToVendorComm(d.query(`SELECT * FROM vendor_communications WHERE id = ?`).get(id));
+}
+
+// src/db/contact-tasks.ts
+function rowToContactTask(row) {
+  return {
+    id: row.id,
+    title: row.title,
+    description: row.description,
+    contact_id: row.contact_id,
+    assigned_by: row.assigned_by,
+    deadline: row.deadline,
+    status: row.status,
+    priority: row.priority,
+    entity_id: row.entity_id,
+    linked_todos_task_id: row.linked_todos_task_id,
+    escalation_rules: JSON.parse(row.escalation_rules || "[]"),
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function createContactTask(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO contact_tasks
+      (id, title, description, contact_id, assigned_by, deadline, status, priority,
+       entity_id, linked_todos_task_id, escalation_rules, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.title,
+    input.description ?? null,
+    input.contact_id,
+    input.assigned_by ?? null,
+    input.deadline ?? null,
+    input.status ?? "pending",
+    input.priority ?? "medium",
+    input.entity_id ?? null,
+    input.linked_todos_task_id ?? null,
+    JSON.stringify(input.escalation_rules ?? []),
+    timestamp,
+    timestamp
+  ]);
+  return rowToContactTask(d.query(`SELECT * FROM contact_tasks WHERE id = ?`).get(id));
+}
+function listContactTasks(opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = [];
+  const params = [];
+  if (opts.contact_id) {
+    conditions.push("contact_id = ?");
+    params.push(opts.contact_id);
+  }
+  if (opts.entity_id) {
+    conditions.push("entity_id = ?");
+    params.push(opts.entity_id);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.priority) {
+    conditions.push("priority = ?");
+    params.push(opts.priority);
+  }
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const rows = d.query(`SELECT * FROM contact_tasks ${where} ORDER BY deadline ASC, priority DESC, created_at ASC`).all(...params);
+  return rows.map(rowToContactTask);
+}
+function updateContactTask(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if (input.title !== undefined) {
+    setClauses.push("title = ?");
+    params.push(input.title);
+  }
+  if ("description" in input) {
+    setClauses.push("description = ?");
+    params.push(input.description ?? null);
+  }
+  if ("assigned_by" in input) {
+    setClauses.push("assigned_by = ?");
+    params.push(input.assigned_by ?? null);
+  }
+  if ("deadline" in input) {
+    setClauses.push("deadline = ?");
+    params.push(input.deadline ?? null);
+  }
+  if (input.status !== undefined) {
+    setClauses.push("status = ?");
+    params.push(input.status);
+  }
+  if (input.priority !== undefined) {
+    setClauses.push("priority = ?");
+    params.push(input.priority);
+  }
+  if ("entity_id" in input) {
+    setClauses.push("entity_id = ?");
+    params.push(input.entity_id ?? null);
+  }
+  if ("linked_todos_task_id" in input) {
+    setClauses.push("linked_todos_task_id = ?");
+    params.push(input.linked_todos_task_id ?? null);
+  }
+  if (input.escalation_rules !== undefined) {
+    setClauses.push("escalation_rules = ?");
+    params.push(JSON.stringify(input.escalation_rules));
+  }
+  params.push(id);
+  d.run(`UPDATE contact_tasks SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToContactTask(d.query(`SELECT * FROM contact_tasks WHERE id = ?`).get(id));
+}
+function deleteContactTask(id, db) {
+  const d = db || getDatabase();
+  d.run(`DELETE FROM contact_tasks WHERE id = ?`, [id]);
+}
+function listOverdueTasks(db) {
+  const d = db || getDatabase();
+  const now_iso = new Date().toISOString();
+  const rows = d.query(`SELECT * FROM contact_tasks
+     WHERE deadline < ? AND status NOT IN ('completed','cancelled')
+     ORDER BY deadline ASC`).all(now_iso);
+  return rows.map(rowToContactTask);
+}
+function checkEscalations(db) {
+  const overdue = listOverdueTasks(db);
+  const now_ms = Date.now();
+  const results = [];
+  for (const task of overdue) {
+    if (!task.deadline || task.escalation_rules.length === 0)
+      continue;
+    const deadlineMs = new Date(task.deadline).getTime();
+    const daysPastDeadline = (now_ms - deadlineMs) / (1000 * 60 * 60 * 24);
+    const triggered = task.escalation_rules.filter((rule) => daysPastDeadline >= rule.after_days);
+    if (triggered.length > 0) {
+      results.push({ task, rules_triggered: triggered });
+    }
+  }
+  return results;
+}
+
+// src/db/applications.ts
+function rowToApplication(row) {
+  return {
+    id: row.id,
+    program_name: row.program_name,
+    provider_company_id: row.provider_company_id,
+    type: row.type,
+    value_usd: row.value_usd,
+    applicant_contact_id: row.applicant_contact_id,
+    primary_contact_id: row.primary_contact_id,
+    status: row.status,
+    submitted_date: row.submitted_date,
+    decision_date: row.decision_date,
+    follow_up_date: row.follow_up_date,
+    notes: row.notes,
+    method: row.method ?? null,
+    form_url: row.form_url,
+    metadata: JSON.parse(row.metadata || "{}"),
+    created_at: row.created_at,
+    updated_at: row.updated_at
+  };
+}
+function createApplication(input, db) {
+  const d = db || getDatabase();
+  const id = uuid();
+  const timestamp = now();
+  d.run(`INSERT INTO applications
+      (id, program_name, provider_company_id, type, value_usd, applicant_contact_id, primary_contact_id,
+       status, submitted_date, decision_date, follow_up_date, notes, method, form_url, metadata, created_at, updated_at)
+     VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`, [
+    id,
+    input.program_name,
+    input.provider_company_id ?? null,
+    input.type ?? "other",
+    input.value_usd ?? null,
+    input.applicant_contact_id ?? null,
+    input.primary_contact_id ?? null,
+    input.status ?? "draft",
+    input.submitted_date ?? null,
+    input.decision_date ?? null,
+    input.follow_up_date ?? null,
+    input.notes ?? null,
+    input.method ?? null,
+    input.form_url ?? null,
+    JSON.stringify(input.metadata ?? {}),
+    timestamp,
+    timestamp
+  ]);
+  return rowToApplication(d.query(`SELECT * FROM applications WHERE id = ?`).get(id));
+}
+function listApplications(opts = {}, db) {
+  const d = db || getDatabase();
+  const conditions = [];
+  const params = [];
+  if (opts.type) {
+    conditions.push("type = ?");
+    params.push(opts.type);
+  }
+  if (opts.status) {
+    conditions.push("status = ?");
+    params.push(opts.status);
+  }
+  if (opts.provider_company_id) {
+    conditions.push("provider_company_id = ?");
+    params.push(opts.provider_company_id);
+  }
+  if (opts.applicant_contact_id) {
+    conditions.push("applicant_contact_id = ?");
+    params.push(opts.applicant_contact_id);
+  }
+  const where = conditions.length > 0 ? `WHERE ${conditions.join(" AND ")}` : "";
+  const rows = d.query(`SELECT * FROM applications ${where} ORDER BY created_at DESC`).all(...params);
+  return rows.map(rowToApplication);
+}
+function updateApplication(id, input, db) {
+  const d = db || getDatabase();
+  const setClauses = ["updated_at = ?"];
+  const params = [now()];
+  if (input.program_name !== undefined) {
+    setClauses.push("program_name = ?");
+    params.push(input.program_name);
+  }
+  if ("provider_company_id" in input) {
+    setClauses.push("provider_company_id = ?");
+    params.push(input.provider_company_id ?? null);
+  }
+  if (input.type !== undefined) {
+    setClauses.push("type = ?");
+    params.push(input.type);
+  }
+  if ("value_usd" in input) {
+    setClauses.push("value_usd = ?");
+    params.push(input.value_usd ?? null);
+  }
+  if ("applicant_contact_id" in input) {
+    setClauses.push("applicant_contact_id = ?");
+    params.push(input.applicant_contact_id ?? null);
+  }
+  if ("primary_contact_id" in input) {
+    setClauses.push("primary_contact_id = ?");
+    params.push(input.primary_contact_id ?? null);
+  }
+  if (input.status !== undefined) {
+    setClauses.push("status = ?");
+    params.push(input.status);
+  }
+  if ("submitted_date" in input) {
+    setClauses.push("submitted_date = ?");
+    params.push(input.submitted_date ?? null);
+  }
+  if ("decision_date" in input) {
+    setClauses.push("decision_date = ?");
+    params.push(input.decision_date ?? null);
+  }
+  if ("follow_up_date" in input) {
+    setClauses.push("follow_up_date = ?");
+    params.push(input.follow_up_date ?? null);
+  }
+  if ("notes" in input) {
+    setClauses.push("notes = ?");
+    params.push(input.notes ?? null);
+  }
+  if ("method" in input) {
+    setClauses.push("method = ?");
+    params.push(input.method ?? null);
+  }
+  if ("form_url" in input) {
+    setClauses.push("form_url = ?");
+    params.push(input.form_url ?? null);
+  }
+  if (input.metadata !== undefined) {
+    setClauses.push("metadata = ?");
+    params.push(JSON.stringify(input.metadata));
+  }
+  params.push(id);
+  d.run(`UPDATE applications SET ${setClauses.join(", ")} WHERE id = ?`, params);
+  return rowToApplication(d.query(`SELECT * FROM applications WHERE id = ?`).get(id));
+}
+function listFollowUpDue(db) {
+  const d = db || getDatabase();
+  const today = new Date().toISOString().slice(0, 10);
+  const rows = d.query(`SELECT * FROM applications
+     WHERE follow_up_date <= ? AND status = 'follow_up_needed'
+     ORDER BY follow_up_date ASC`).all(today);
+  return rows.map(rowToApplication);
+}
+
 // src/mcp/index.ts
 var server = new Server({ name: "contacts", version: "0.1.0" }, { capabilities: { tools: {} } });
 server.setRequestHandler(ListToolsRequestSchema, async () => ({
@@ -2560,23 +3124,27 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
     },
     {
       name: "add_note",
-      description: "Add a structured timestamped note to a contact. Returns the note object with id, body, created_at.",
+      description: "Add a structured timestamped note to a contact. Returns the note object with id, body, created_at. Optionally scope the note to a specific company context.",
       inputSchema: {
         type: "object",
         properties: {
           contact_id: { type: "string" },
           note: { type: "string", description: "Note text/body" },
-          created_by: { type: "string", description: "Agent or user who created the note (optional)" }
+          created_by: { type: "string", description: "Agent or user who created the note (optional)" },
+          company_id: { type: "string", description: "Optional company context \u2014 scope this note to a specific contact-company pair" }
         },
         required: ["contact_id", "note"]
       }
     },
     {
       name: "list_notes",
-      description: "List all structured notes for a contact, ordered by date ascending.",
+      description: "List all structured notes for a contact, ordered by date ascending. Optionally filter by company_id to show only notes scoped to that contact-company pair.",
       inputSchema: {
         type: "object",
-        properties: { contact_id: { type: "string" } },
+        properties: {
+          contact_id: { type: "string" },
+          company_id: { type: "string", description: "Optional company ID \u2014 if provided, only returns notes scoped to this contact-company pair" }
+        },
         required: ["contact_id"]
       }
     },
@@ -2890,14 +3458,18 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
     },
     {
       name: "add_company_relationship",
-      description: "Declare a typed relationship between a contact and a company (client, vendor, partner, employee, contractor, investor, advisor, other).",
+      description: "Declare a typed relationship between a contact and a company. relationship_type: client|vendor|partner|employee|contractor|investor|advisor|tax_preparer|bank_manager|attorney|registered_agent|accountant|payroll_specialist|insurance_broker|other. Supports optional start_date, end_date, is_primary, and status fields.",
       inputSchema: {
         type: "object",
         properties: {
           contact_id: { type: "string" },
           company_id: { type: "string" },
-          relationship_type: { type: "string", enum: ["client", "vendor", "partner", "employee", "contractor", "investor", "advisor", "other"] },
-          notes: { type: "string" }
+          relationship_type: { type: "string", enum: ["client", "vendor", "partner", "employee", "contractor", "investor", "advisor", "tax_preparer", "bank_manager", "attorney", "registered_agent", "accountant", "payroll_specialist", "insurance_broker", "other"] },
+          notes: { type: "string" },
+          start_date: { type: "string", description: "ISO date when the relationship began (YYYY-MM-DD)" },
+          end_date: { type: "string", description: "ISO date when the relationship ended (YYYY-MM-DD)" },
+          is_primary: { type: "boolean", description: "Whether this is the primary contact for this relationship type at this company" },
+          status: { type: "string", enum: ["active", "inactive", "ended"], description: "Relationship status (default: active)" }
         },
         required: ["contact_id", "company_id", "relationship_type"]
       }
@@ -2978,6 +3550,293 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
         },
         required: ["query"]
       }
+    },
+    {
+      name: "get_contact_workload",
+      description: "Get a comprehensive workload summary for a contact: entities/companies they manage, active tasks assigned to them, overdue tasks, pending applications they're linked to, days since last contact, org memberships with specializations. Essential for checking if a key contact is overloaded or responsive.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          contact_id: { type: "string" }
+        },
+        required: ["contact_id"]
+      }
+    },
+    {
+      name: "list_overdue_contact_tasks",
+      description: "List all contact tasks that are past their deadline and not yet completed/cancelled. Includes escalation rules so agents know who to escalate to.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "check_escalations",
+      description: "Check all contact tasks with escalation rules to see which ones should be escalated now based on days overdue vs escalation thresholds. Returns tasks with the contact to escalate to.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "add_org_member",
+      description: "Add a contact as an org member of a company (employee, team member) with optional title, specialization, office phone, SLA hours, and notes.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          company_id: { type: "string" },
+          contact_id: { type: "string" },
+          title: { type: "string" },
+          specialization: { type: "string" },
+          office_phone: { type: "string" },
+          response_sla_hours: { type: "number" },
+          notes: { type: "string" }
+        },
+        required: ["company_id", "contact_id"]
+      }
+    },
+    {
+      name: "list_org_members",
+      description: "List all org members (contacts) of a company.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          company_id: { type: "string" }
+        },
+        required: ["company_id"]
+      }
+    },
+    {
+      name: "update_org_member",
+      description: "Update an org member's title, specialization, office phone, SLA hours, or notes.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" },
+          title: { type: "string" },
+          specialization: { type: "string" },
+          office_phone: { type: "string" },
+          response_sla_hours: { type: "number" },
+          notes: { type: "string" }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "remove_org_member",
+      description: "Remove a contact from a company's org members by org member record ID.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "log_vendor_communication",
+      description: "Log a vendor communication (email, invoice request, call, payment, etc.) for a company. Track invoice amounts, references, follow-up dates, and status.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          company_id: { type: "string" },
+          contact_id: { type: "string" },
+          comm_date: { type: "string", description: "ISO date (defaults to today)" },
+          type: { type: "string", enum: ["email", "call", "meeting", "invoice_request", "invoice_received", "payment", "dispute", "other"] },
+          direction: { type: "string", enum: ["inbound", "outbound"] },
+          subject: { type: "string" },
+          body: { type: "string" },
+          status: { type: "string", enum: ["sent", "awaiting_response", "responded", "no_response", "resolved"] },
+          invoice_amount: { type: "number" },
+          invoice_currency: { type: "string" },
+          invoice_ref: { type: "string" },
+          follow_up_date: { type: "string", description: "ISO date for follow-up (YYYY-MM-DD)" }
+        },
+        required: ["company_id", "type"]
+      }
+    },
+    {
+      name: "list_vendor_communications",
+      description: "List vendor communications for a company, optionally filtered by type or status.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          company_id: { type: "string" },
+          type: { type: "string", enum: ["email", "call", "meeting", "invoice_request", "invoice_received", "payment", "dispute", "other"] },
+          status: { type: "string", enum: ["sent", "awaiting_response", "responded", "no_response", "resolved"] }
+        },
+        required: ["company_id"]
+      }
+    },
+    {
+      name: "list_missing_invoices",
+      description: "List all invoice_request communications with no_response or awaiting_response status \u2014 vendors who haven't sent invoices yet.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "list_pending_followups",
+      description: "List all vendor communications with follow_up_date on or before today that haven't been marked done.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "mark_followup_done",
+      description: "Mark a vendor communication follow-up as done.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "create_contact_task",
+      description: "Create a task assigned to a contact, with optional deadline, priority, entity link, escalation rules, and todos task link.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          title: { type: "string" },
+          contact_id: { type: "string" },
+          description: { type: "string" },
+          assigned_by: { type: "string" },
+          deadline: { type: "string", description: "ISO date (YYYY-MM-DD)" },
+          priority: { type: "string", enum: ["low", "medium", "high", "critical"] },
+          entity_id: { type: "string", description: "Company/entity ID this task is for" },
+          escalation_rules: { type: "array", items: { type: "object", properties: { after_days: { type: "number" }, escalate_to_contact_id: { type: "string" }, method: { type: "string", enum: ["email", "note", "both"] } }, required: ["after_days", "escalate_to_contact_id", "method"] } },
+          linked_todos_task_id: { type: "string" }
+        },
+        required: ["title", "contact_id"]
+      }
+    },
+    {
+      name: "list_contact_tasks",
+      description: "List contact tasks, optionally filtered by contact, entity, status, or priority.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          contact_id: { type: "string" },
+          entity_id: { type: "string" },
+          status: { type: "string", enum: ["pending", "awaiting_response", "in_progress", "completed", "cancelled", "escalated"] },
+          priority: { type: "string", enum: ["low", "medium", "high", "critical"] }
+        }
+      }
+    },
+    {
+      name: "update_contact_task",
+      description: "Update a contact task's title, status, deadline, priority, description, or escalation rules.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" },
+          title: { type: "string" },
+          status: { type: "string", enum: ["pending", "awaiting_response", "in_progress", "completed", "cancelled", "escalated"] },
+          deadline: { type: "string" },
+          priority: { type: "string", enum: ["low", "medium", "high", "critical"] },
+          description: { type: "string" },
+          escalation_rules: { type: "array", items: { type: "object" } }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "delete_contact_task",
+      description: "Delete a contact task by ID.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "create_application",
+      description: "Create an application record (grant, AI credits, startup program, visa, trademark, tax filing, etc.).",
+      inputSchema: {
+        type: "object",
+        properties: {
+          program_name: { type: "string" },
+          type: { type: "string", enum: ["ai_credits", "grant", "startup_program", "visa", "trademark", "tax_filing", "loan", "other"] },
+          value_usd: { type: "number" },
+          provider_company_id: { type: "string" },
+          primary_contact_id: { type: "string" },
+          status: { type: "string", enum: ["draft", "submitted", "pending", "approved", "rejected", "follow_up_needed", "expired", "cancelled"] },
+          submitted_date: { type: "string" },
+          follow_up_date: { type: "string" },
+          notes: { type: "string" },
+          method: { type: "string", enum: ["email", "form", "typeform", "hubspot", "manual", "browser", "feathery", "other"] },
+          form_url: { type: "string" }
+        },
+        required: ["program_name"]
+      }
+    },
+    {
+      name: "list_applications",
+      description: "List applications, optionally filtered by type, status, or provider company.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          type: { type: "string", enum: ["ai_credits", "grant", "startup_program", "visa", "trademark", "tax_filing", "loan", "other"] },
+          status: { type: "string", enum: ["draft", "submitted", "pending", "approved", "rejected", "follow_up_needed", "expired", "cancelled"] },
+          provider_company_id: { type: "string" }
+        }
+      }
+    },
+    {
+      name: "update_application",
+      description: "Update an application's program name, status, dates, value, notes, or other fields.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          id: { type: "string" },
+          program_name: { type: "string" },
+          type: { type: "string", enum: ["ai_credits", "grant", "startup_program", "visa", "trademark", "tax_filing", "loan", "other"] },
+          value_usd: { type: "number" },
+          provider_company_id: { type: "string" },
+          primary_contact_id: { type: "string" },
+          status: { type: "string", enum: ["draft", "submitted", "pending", "approved", "rejected", "follow_up_needed", "expired", "cancelled"] },
+          submitted_date: { type: "string" },
+          decision_date: { type: "string" },
+          follow_up_date: { type: "string" },
+          notes: { type: "string" },
+          method: { type: "string" },
+          form_url: { type: "string" }
+        },
+        required: ["id"]
+      }
+    },
+    {
+      name: "get_followup_due_applications",
+      description: "List applications with follow_up_date on or before today that haven't been completed or cancelled.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "list_owned_entities",
+      description: "List all companies marked as owned entities (is_owned_entity=true) \u2014 your legal entities, subsidiaries, and operating companies.",
+      inputSchema: {
+        type: "object",
+        properties: {}
+      }
+    },
+    {
+      name: "get_entity_team",
+      description: "Get the full team for an owned entity \u2014 all contacts linked via company_relationships, with their roles and primary status.",
+      inputSchema: {
+        type: "object",
+        properties: {
+          company_id: { type: "string" }
+        },
+        required: ["company_id"]
+      }
     }
   ]
 }));
@@ -3337,11 +4196,13 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
         return { content: [{ type: "text", text: JSON.stringify({ contact: created, action: "created" }, null, 2) }] };
       }
       case "add_note": {
-        const noteObj = addNote(a.contact_id, a.note, a.created_by);
+        const noteObj = addNote(a.contact_id, a.note, a.created_by, undefined, a.company_id);
         return { content: [{ type: "text", text: JSON.stringify(noteObj, null, 2) }] };
       }
       case "list_notes": {
-        const notes = listNotes(a.contact_id);
+        const db = getDatabase();
+        const companyId = a.company_id;
+        const notes = companyId ? listNotesForContactAtCompany(a.contact_id, companyId, db) : listNotes(a.contact_id);
         return { content: [{ type: "text", text: JSON.stringify(notes, null, 2) }] };
       }
       case "delete_note": {
@@ -3544,7 +4405,11 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
           contact_id: a.contact_id,
           company_id: a.company_id,
           relationship_type: a.relationship_type,
-          notes: a.notes
+          notes: a.notes,
+          start_date: a.start_date,
+          end_date: a.end_date,
+          is_primary: a.is_primary,
+          status: a.status
         });
         return { content: [{ type: "text", text: JSON.stringify(rel, null, 2) }] };
       }
@@ -3675,6 +4540,227 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
         }));
         return { content: [{ type: "text", text: JSON.stringify(mapped, null, 2) }] };
       }
+      case "get_contact_workload": {
+        const db = getDatabase();
+        const { contact_id } = a;
+        const contact = getContact(contact_id);
+        const companyRels = listCompanyRelationships({ contact_id }, db);
+        const activeTasks = listContactTasks({ contact_id, status: "pending" }, db);
+        const overdueTasks = listOverdueTasks(db).filter((t) => t.contact_id === contact_id);
+        const orgMemberships = listOrgMembersForContact(contact_id, db);
+        const daysSince = contact.last_contacted_at ? Math.floor((Date.now() - new Date(contact.last_contacted_at).getTime()) / 86400000) : null;
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({
+              contact,
+              company_relationships: companyRels,
+              active_tasks: activeTasks,
+              overdue_tasks: overdueTasks,
+              org_memberships: orgMemberships,
+              days_since_last_contact: daysSince,
+              total_entities_managed: companyRels.length
+            }, null, 2)
+          }]
+        };
+      }
+      case "list_overdue_contact_tasks": {
+        const db = getDatabase();
+        const overdue = listOverdueTasks(db);
+        return { content: [{ type: "text", text: JSON.stringify(overdue, null, 2) }] };
+      }
+      case "check_escalations": {
+        const db = getDatabase();
+        const escalations = checkEscalations(db);
+        return { content: [{ type: "text", text: JSON.stringify(escalations, null, 2) }] };
+      }
+      case "add_org_member": {
+        const db = getDatabase();
+        const input = {
+          company_id: a.company_id,
+          contact_id: a.contact_id,
+          title: a.title,
+          specialization: a.specialization,
+          office_phone: a.office_phone,
+          response_sla_hours: a.response_sla_hours,
+          notes: a.notes
+        };
+        const member = addOrgMember(input, db);
+        return { content: [{ type: "text", text: JSON.stringify(member, null, 2) }] };
+      }
+      case "list_org_members": {
+        const db = getDatabase();
+        const members = listOrgMembers(a.company_id, db);
+        return { content: [{ type: "text", text: JSON.stringify(members, null, 2) }] };
+      }
+      case "update_org_member": {
+        const db = getDatabase();
+        const { id: memberId, ...memberRest } = a;
+        const input = {
+          title: memberRest.title,
+          specialization: memberRest.specialization,
+          office_phone: memberRest.office_phone,
+          response_sla_hours: memberRest.response_sla_hours,
+          notes: memberRest.notes
+        };
+        const updated = updateOrgMember(memberId, input, db);
+        return { content: [{ type: "text", text: JSON.stringify(updated, null, 2) }] };
+      }
+      case "remove_org_member": {
+        const db = getDatabase();
+        removeOrgMember(a.id, db);
+        return { content: [{ type: "text", text: JSON.stringify({ deleted: true }) }] };
+      }
+      case "log_vendor_communication": {
+        const db = getDatabase();
+        const input = {
+          company_id: a.company_id,
+          contact_id: a.contact_id,
+          comm_date: a.comm_date ?? new Date().toISOString().slice(0, 10),
+          type: a.type,
+          direction: a.direction,
+          subject: a.subject,
+          body: a.body,
+          status: a.status,
+          invoice_amount: a.invoice_amount,
+          invoice_currency: a.invoice_currency,
+          invoice_ref: a.invoice_ref,
+          follow_up_date: a.follow_up_date
+        };
+        const comm = logVendorCommunication(input, db);
+        return { content: [{ type: "text", text: JSON.stringify(comm, null, 2) }] };
+      }
+      case "list_vendor_communications": {
+        const db = getDatabase();
+        const comms = listVendorCommunications(a.company_id, {
+          type: a.type,
+          status: a.status
+        }, db);
+        return { content: [{ type: "text", text: JSON.stringify(comms, null, 2) }] };
+      }
+      case "list_missing_invoices": {
+        const db = getDatabase();
+        const missing = listMissingInvoices(db);
+        return { content: [{ type: "text", text: JSON.stringify(missing, null, 2) }] };
+      }
+      case "list_pending_followups": {
+        const db = getDatabase();
+        const pending = listPendingFollowUps(db);
+        return { content: [{ type: "text", text: JSON.stringify(pending, null, 2) }] };
+      }
+      case "mark_followup_done": {
+        const db = getDatabase();
+        const updated = markFollowUpDone(a.id, db);
+        return { content: [{ type: "text", text: JSON.stringify(updated, null, 2) }] };
+      }
+      case "create_contact_task": {
+        const db = getDatabase();
+        const input = {
+          title: a.title,
+          contact_id: a.contact_id,
+          description: a.description,
+          assigned_by: a.assigned_by,
+          deadline: a.deadline,
+          priority: a.priority,
+          entity_id: a.entity_id,
+          escalation_rules: a.escalation_rules,
+          linked_todos_task_id: a.linked_todos_task_id
+        };
+        const task = createContactTask(input, db);
+        return { content: [{ type: "text", text: JSON.stringify(task, null, 2) }] };
+      }
+      case "list_contact_tasks": {
+        const db = getDatabase();
+        const tasks = listContactTasks({
+          contact_id: a.contact_id,
+          entity_id: a.entity_id,
+          status: a.status,
+          priority: a.priority
+        }, db);
+        return { content: [{ type: "text", text: JSON.stringify(tasks, null, 2) }] };
+      }
+      case "update_contact_task": {
+        const db = getDatabase();
+        const { id: taskId, ...taskRest } = a;
+        const input = {
+          title: taskRest.title,
+          status: taskRest.status,
+          deadline: taskRest.deadline,
+          priority: taskRest.priority,
+          description: taskRest.description,
+          escalation_rules: taskRest.escalation_rules
+        };
+        const updated = updateContactTask(taskId, input, db);
+        return { content: [{ type: "text", text: JSON.stringify(updated, null, 2) }] };
+      }
+      case "delete_contact_task": {
+        const db = getDatabase();
+        deleteContactTask(a.id, db);
+        return { content: [{ type: "text", text: JSON.stringify({ deleted: true }) }] };
+      }
+      case "create_application": {
+        const db = getDatabase();
+        const input = {
+          program_name: a.program_name,
+          type: a.type,
+          value_usd: a.value_usd,
+          provider_company_id: a.provider_company_id,
+          primary_contact_id: a.primary_contact_id,
+          status: a.status,
+          submitted_date: a.submitted_date,
+          follow_up_date: a.follow_up_date,
+          notes: a.notes,
+          method: a.method,
+          form_url: a.form_url
+        };
+        const app = createApplication(input, db);
+        return { content: [{ type: "text", text: JSON.stringify(app, null, 2) }] };
+      }
+      case "list_applications": {
+        const db = getDatabase();
+        const apps = listApplications({
+          type: a.type,
+          status: a.status,
+          provider_company_id: a.provider_company_id
+        }, db);
+        return { content: [{ type: "text", text: JSON.stringify(apps, null, 2) }] };
+      }
+      case "update_application": {
+        const db = getDatabase();
+        const { id: appId, ...appRest } = a;
+        const input = {
+          program_name: appRest.program_name,
+          type: appRest.type,
+          value_usd: appRest.value_usd,
+          provider_company_id: appRest.provider_company_id,
+          primary_contact_id: appRest.primary_contact_id,
+          status: appRest.status,
+          submitted_date: appRest.submitted_date,
+          decision_date: appRest.decision_date,
+          follow_up_date: appRest.follow_up_date,
+          notes: appRest.notes,
+          method: appRest.method,
+          form_url: appRest.form_url
+        };
+        const updated = updateApplication(appId, input, db);
+        return { content: [{ type: "text", text: JSON.stringify(updated, null, 2) }] };
+      }
+      case "get_followup_due_applications": {
+        const db = getDatabase();
+        const apps = listFollowUpDue(db);
+        return { content: [{ type: "text", text: JSON.stringify(apps, null, 2) }] };
+      }
+      case "list_owned_entities": {
+        const result = listCompanies({ limit: 200 });
+        const owned = result.companies.filter((c) => c.is_owned_entity);
+        return { content: [{ type: "text", text: JSON.stringify(owned, null, 2) }] };
+      }
+      case "get_entity_team": {
+        const db = getDatabase();
+        const company = getCompany(a.company_id);
+        const team = listCompanyRelationships({ company_id: a.company_id }, db);
+        return { content: [{ type: "text", text: JSON.stringify({ company, team }, null, 2) }] };
+      }
       default:
         return { content: [{ type: "text", text: `Unknown tool: ${name}` }], isError: true };
     }