@imboard.ai/mcp-server 0.1.0 → 0.1.3

package/src/tools/meetings.tools.ts

@@ -1,49 +1,64 @@
 import { z } from 'zod';
-import { boardIdParam, resourceIdParam, paginationParams, buildQueryParams, formatResult, handleToolError, RegisterToolsFn } from './shared.js';
+import {
+  boardIdParam,
+  resourceIdParam,
+  paginationParams,
+  buildQueryParams,
+  formatResult,
+  handleToolError,
+  RegisterToolsFn,
+} from './shared.js';
 
 export const registerMeetingTools: RegisterToolsFn = (server, client) => {
   server.tool(
     'list_board_meetings',
-    'Lists meetings for a board. Supports filtering by status and date range, and sorting by start time.',
+    'Lists meetings for a board. Supports filtering by status and date range, and sorting by start time. Includes a top-level `users` map resolving any userId references in the response (e.g. createdByUserId) to name + positions.',
     {
       boardId: boardIdParam,
       ...paginationParams,
-      sort: z.enum(['updatedAt', 'startTime']).optional().describe('Sort field (default: startTime)'),
+      sort: z
+        .enum(['updatedAt', 'startTime'])
+        .optional()
+        .describe('Sort field (default: startTime)'),
       status: z.string().optional().describe('Filter by meeting status'),
-      startAfter: z.string().optional().describe('ISO-8601 date — only meetings starting after this'),
-      startBefore: z.string().optional().describe('ISO-8601 date — only meetings starting before this'),
+      startAfter: z
+        .string()
+        .optional()
+        .describe('ISO-8601 date — only meetings starting after this'),
+      startBefore: z
+        .string()
+        .optional()
+        .describe('ISO-8601 date — only meetings starting before this'),
     },
     async ({ boardId, ...rest }) => {
       try {
         const params = buildQueryParams(rest, ['status', 'startAfter', 'startBefore']);
-        const result = await client.getCollection(
-          `/api/boards/${boardId}/meetings`,
-          params,
-        );
-        return formatResult({ data: result.data, meta: result.meta });
+        params.include = 'users';
+        const result = await client.getCollection(`/api/boards/${boardId}/meetings`, params);
+        return formatResult({ data: result.data, meta: result.meta, users: result.users });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
     'get_meeting',
-    'Returns details for a specific meeting including title, status, location, and scheduled time.',
+    'Returns details for a specific meeting including title, status, location, and scheduled time. Includes a top-level `users` map resolving any userId references in the response.',
     {
       boardId: boardIdParam,
       meetingId: resourceIdParam.describe('The meeting ID'),
     },
     async ({ boardId, meetingId }) => {
       try {
-        const result = await client.get(
-          `/api/boards/${boardId}/meetings/${meetingId}`,
-        );
-        return formatResult({ data: result.data });
+        const result = await client.get(`/api/boards/${boardId}/meetings/${meetingId}`, {
+          include: 'users',
+        });
+        return formatResult({ data: result.data, users: result.users });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -52,14 +67,25 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
     {
       boardId: boardIdParam,
       title: z.string().describe('Meeting title (max 200 characters)'),
-      status: z.string().describe('Meeting status: draft, planned, scheduled, completed, or finalized'),
+      status: z
+        .string()
+        .describe('Meeting status: draft, planned, scheduled, completed, or finalized'),
       locationType: z.string().describe('Location type: physical, virtual, or hybrid'),
       startTime: z.string().describe('Meeting start time as ISO-8601 date string'),
       endTime: z.string().describe('Meeting end time as ISO-8601 date string'),
       location: z.string().optional().describe('Physical location (max 255 characters)'),
       virtualMeetingUrl: z.string().optional().describe('Virtual meeting URL (max 255 characters)'),
     },
-    async ({ boardId, title, status, locationType, startTime, endTime, location, virtualMeetingUrl }) => {
+    async ({
+      boardId,
+      title,
+      status,
+      locationType,
+      startTime,
+      endTime,
+      location,
+      virtualMeetingUrl,
+    }) => {
       try {
         const body: Record<string, string> = {
           title,
@@ -71,15 +97,12 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
         if (location !== undefined) body.location = location;
         if (virtualMeetingUrl !== undefined) body.virtualMeetingUrl = virtualMeetingUrl;
 
-        const result = await client.post(
-          `/api/boards/${boardId}/meetings`,
-          body,
-        );
+        const result = await client.post(`/api/boards/${boardId}/meetings`, body);
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -89,14 +112,27 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
       boardId: boardIdParam,
       meetingId: resourceIdParam.describe('The meeting ID'),
       title: z.string().optional().describe('Meeting title (max 200 characters)'),
-      status: z.string().optional().describe('Meeting status: draft, planned, scheduled, completed, or finalized'),
+      status: z
+        .string()
+        .optional()
+        .describe('Meeting status: draft, planned, scheduled, completed, or finalized'),
       locationType: z.string().optional().describe('Location type: physical, virtual, or hybrid'),
       location: z.string().optional().describe('Physical location (max 255 characters)'),
       virtualMeetingUrl: z.string().optional().describe('Virtual meeting URL (max 255 characters)'),
       startTime: z.string().optional().describe('Meeting start time as ISO-8601 date string'),
       endTime: z.string().optional().describe('Meeting end time as ISO-8601 date string'),
     },
-    async ({ boardId, meetingId, title, status, locationType, location, virtualMeetingUrl, startTime, endTime }) => {
+    async ({
+      boardId,
+      meetingId,
+      title,
+      status,
+      locationType,
+      location,
+      virtualMeetingUrl,
+      startTime,
+      endTime,
+    }) => {
       try {
         const body: Record<string, string> = {};
         if (title !== undefined) body.title = title;
@@ -107,15 +143,12 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
         if (startTime !== undefined) body.startTime = startTime;
         if (endTime !== undefined) body.endTime = endTime;
 
-        const result = await client.patch(
-          `/api/boards/${boardId}/meetings/${meetingId}`,
-          body,
-        );
+        const result = await client.patch(`/api/boards/${boardId}/meetings/${meetingId}`, body);
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -127,14 +160,12 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
     },
     async ({ boardId, meetingId }) => {
       try {
-        const result = await client.delete(
-          `/api/meetings/${boardId}/${meetingId}/`,
-        );
+        const result = await client.delete(`/api/meetings/${boardId}/${meetingId}/`);
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -143,18 +174,19 @@ export const registerMeetingTools: RegisterToolsFn = (server, client) => {
     {
       boardId: boardIdParam,
       meetingId: resourceIdParam.describe('The meeting ID'),
-      meetingStatus: z.string().describe('New meeting status: draft, planned, scheduled, completed, or finalized'),
+      meetingStatus: z
+        .string()
+        .describe('New meeting status: draft, planned, scheduled, completed, or finalized'),
     },
     async ({ boardId, meetingId, meetingStatus }) => {
       try {
-        const result = await client.put(
-          `/api/meetings/${boardId}/${meetingId}/status`,
-          { meetingStatus },
-        );
+        const result = await client.put(`/api/meetings/${boardId}/${meetingId}/status`, {
+          meetingStatus,
+        });
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 };

package/src/tools/persona-dossiers.tools.ts

@@ -0,0 +1,27 @@
+import { z } from 'zod';
+import { boardIdParam, formatResult, handleToolError, RegisterToolsFn } from './shared.js';
+
+export const registerPersonaDossierTools: RegisterToolsFn = (server, client) => {
+  server.tool(
+    'get_persona_dossier',
+    'Get a per-persona dossier for a board function (e.g., finance, sales, hr, r-and-d, product). Returns a markdown guide with section overview, field-by-field guidance, data acquisition hints, and common pitfalls — designed to help you assist the persona in filling their board section.',
+    {
+      boardId: boardIdParam,
+      functionSlug: z
+        .string()
+        .describe(
+          'The function slug: finance, sales, hr, r-and-d, product, legal, operations',
+        ),
+    },
+    async ({ boardId, functionSlug }) => {
+      try {
+        const response = await client.get(
+          `/api/boards/${boardId}/dossiers/${functionSlug}`,
+        );
+        return formatResult({ data: response.data });
+      } catch (error) {
+        return handleToolError(error);
+      }
+    },
+  );
+};

package/src/tools/reports.tools.ts

@@ -1,47 +1,72 @@
 import { z } from 'zod';
-import { boardIdParam, resourceIdParam, paginationParams, buildQueryParams, formatResult, handleToolError, RegisterToolsFn } from './shared.js';
+import {
+  boardIdParam,
+  resourceIdParam,
+  paginationParams,
+  buildQueryParams,
+  formatResult,
+  handleToolError,
+  RegisterToolsFn,
+} from './shared.js';
 
 export const registerReportTools: RegisterToolsFn = (server, client) => {
   server.tool(
     'list_board_reports',
-    'Lists reports for a board. Supports filtering by status.',
+    'Lists reports for a board. Supports filtering by status. Includes a top-level `users` map resolving any userId references in the response (e.g. createdByUserId).',
     {
       boardId: boardIdParam,
       ...paginationParams,
-      status: z.enum(['draft', 'publishedForReview', 'finalized', 'archived', 'ongoing']).optional()
+      status: z
+        .enum(['draft', 'publishedForReview', 'finalized', 'archived', 'ongoing'])
+        .optional()
         .describe('Filter by report status'),
     },
     async ({ boardId, ...rest }) => {
       try {
         const params = buildQueryParams(rest, ['status']);
-        const result = await client.getCollection(
-          `/api/boards/${boardId}/reports`,
-          params,
-        );
-        return formatResult({ data: result.data, meta: result.meta });
+        params.include = 'users';
+        const result = await client.getCollection(`/api/boards/${boardId}/reports`, params);
+        return formatResult({ data: result.data, meta: result.meta, users: result.users });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
     'get_report',
-    'Returns details for a specific board report including title, status, and publication date.',
+    'Returns details for a specific board report including title, status, and publication date. Includes a top-level `users` map resolving any userId references in the response.',
     {
       boardId: boardIdParam,
       reportId: resourceIdParam.describe('The report ID'),
     },
     async ({ boardId, reportId }) => {
       try {
-        const result = await client.get(
-          `/api/boards/${boardId}/reports/${reportId}`,
-        );
-        return formatResult({ data: result.data });
+        const result = await client.get(`/api/boards/${boardId}/reports/${reportId}`, {
+          include: 'users',
+        });
+        return formatResult({ data: result.data, users: result.users });
       } catch (error) {
         return handleToolError(error);
       }
+    }
+  );
+
+  server.tool(
+    'get_report_full',
+    'Returns the ENTIRE board pack in one call: report metadata plus every dashboard’s latest normalized KPI content (all types — cash, sales, customers, pipeline, fundraising, HR, product, and custom narrative) and deterministic data-quality flags. Prefer this over fetching dashboards one by one — it avoids a slow multi-call fan-out.',
+    {
+      boardId: boardIdParam,
+      reportId: resourceIdParam.describe('The report ID'),
     },
+    async ({ boardId, reportId }) => {
+      try {
+        const result = await client.get(`/api/boards/${boardId}/reports/${reportId}/full`);
+        return formatResult({ data: result.data });
+      } catch (error) {
+        return handleToolError(error);
+      }
+    }
   );
 
   server.tool(
@@ -67,7 +92,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -83,7 +108,16 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       periodStart: z.string().optional().describe('Period start date (YYYY-MM-DD)'),
       periodEnd: z.string().optional().describe('Period end date (YYYY-MM-DD)'),
     },
-    async ({ boardId, reportId, name, description, status, meetingIds, periodStart, periodEnd }) => {
+    async ({
+      boardId,
+      reportId,
+      name,
+      description,
+      status,
+      meetingIds,
+      periodStart,
+      periodEnd,
+    }) => {
       try {
         const body: Record<string, unknown> = {};
         if (name !== undefined) body.name = name;
@@ -97,7 +131,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -115,7 +149,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -142,7 +176,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -163,7 +197,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -173,7 +207,9 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       boardId: boardIdParam,
       reportId: resourceIdParam.describe('The report ID'),
       dashboardId: resourceIdParam.describe('The dashboard ID'),
-      content: z.record(z.string(), z.unknown()).describe('Dashboard content object (must include _type field)'),
+      content: z
+        .record(z.string(), z.unknown())
+        .describe('Dashboard content object (must include _type field)'),
       notes: z.array(z.string()).optional().describe('Version notes'),
     },
     async ({ boardId, reportId, dashboardId, content, notes }) => {
@@ -182,13 +218,13 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
         if (notes !== undefined) body.notes = notes;
         const result = await client.post(
           `/api/reports/${boardId}/${reportId}/dashboards/${dashboardId}/versions`,
-          body,
+          body
         );
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -204,13 +240,13 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       try {
         const result = await client.put(
           `/api/reports/${boardId}/${reportId}/dashboards/${dashboardId}/review-status`,
-          { newStatus },
+          { newStatus }
         );
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -228,13 +264,13 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
         if (chatType !== undefined) params.chatType = chatType;
         const result = await client.get(
           `/api/reports/${boardId}/${reportId}/dashboards/${dashboardId}/chat`,
-          params,
+          params
         );
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -245,7 +281,9 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       reportId: resourceIdParam.describe('The report ID'),
       dashboardId: resourceIdParam.describe('The dashboard ID'),
       message: z.string().describe('Comment text (1-5000 characters)'),
-      chatType: z.enum(['internal', 'boardFeedback']).describe('Chat type: internal or boardFeedback'),
+      chatType: z
+        .enum(['internal', 'boardFeedback'])
+        .describe('Chat type: internal or boardFeedback'),
       recipientId: z.string().optional().describe('Recipient user ID (for directed feedback)'),
     },
     async ({ boardId, reportId, dashboardId, message, chatType, recipientId }) => {
@@ -254,13 +292,13 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
         if (recipientId !== undefined) body.recipientId = recipientId;
         const result = await client.post(
           `/api/reports/${boardId}/${reportId}/dashboards/${dashboardId}/chat`,
-          body,
+          body
         );
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -277,13 +315,13 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
         if (recipientId !== undefined) params.recipientId = recipientId;
         const result = await client.get(
           `/api/reports/${boardId}/${reportId}/board-feedback`,
-          params,
+          params
         );
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -297,15 +335,15 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
     },
     async ({ boardId, reportId, message, recipientId }) => {
       try {
-        const result = await client.post(
-          `/api/reports/${boardId}/${reportId}/board-feedback`,
-          { message, recipientId },
-        );
+        const result = await client.post(`/api/reports/${boardId}/${reportId}/board-feedback`, {
+          message,
+          recipientId,
+        });
         return formatResult({ data: result.data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -325,7 +363,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -342,7 +380,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -360,7 +398,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -368,7 +406,10 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
     'Gets historical KPI data for a board. Supports filtering by period type, date range, and number of periods.',
     {
       boardId: boardIdParam,
-      periodType: z.enum(['monthly', 'quarterly', 'yearly']).optional().describe('Period type (default: monthly)'),
+      periodType: z
+        .enum(['monthly', 'quarterly', 'yearly'])
+        .optional()
+        .describe('Period type (default: monthly)'),
       periods: z.number().int().min(1).max(48).optional().describe('Number of periods (1-48)'),
       startDate: z.string().optional().describe('Start date (ISO 8601)'),
       endDate: z.string().optional().describe('End date (ISO 8601)'),
@@ -387,7 +428,7 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -409,6 +450,6 @@ export const registerReportTools: RegisterToolsFn = (server, client) => {
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 };

package/src/tools/rogue-kpis.tools.ts

@@ -0,0 +1,60 @@
+import { z } from 'zod';
+import {
+  paginationParams,
+  buildQueryParams,
+  formatResult,
+  handleToolError,
+  RegisterToolsFn,
+} from './shared.js';
+
+export const registerRogueKpiTools: RegisterToolsFn = (server, client) => {
+  server.tool(
+    'browse_rogue_kpis',
+    'Browse the Rogue KPI catalog — the master list of standardized KPIs that boards can adopt. Filter by domain (finance, sales, hr, product, customers, fundraising, operations), maturity level (draft, emerging, general), company stage, or free-text search.',
+    {
+      domain: z
+        .string()
+        .optional()
+        .describe(
+          'Filter by KPI domain: finance, sales, hr, product, customers, fundraising, operations'
+        ),
+      maturity: z.string().optional().describe('Filter by maturity: draft, emerging, general'),
+      suggestedForStages: z
+        .string()
+        .optional()
+        .describe('Filter by company stage: preSeed, seed, seriesA, seriesB, seriesC, public'),
+      search: z.string().optional().describe('Free-text search on KPI label and description'),
+      ...paginationParams,
+    },
+    async ({ domain, maturity, suggestedForStages, search, limit, cursor, sort, order }) => {
+      try {
+        const params = buildQueryParams(
+          { domain, maturity, suggestedForStages, search, limit, cursor, sort, order },
+          ['domain', 'maturity', 'suggestedForStages', 'search']
+        );
+        const response = await client.getCollection('/api/rogue-kpis', params);
+        return formatResult({ data: response.data, meta: response.meta });
+      } catch (error) {
+        return handleToolError(error);
+      }
+    }
+  );
+
+  server.tool(
+    'get_rogue_kpi',
+    'Get a single Rogue KPI by its canonical rogueId (e.g., "finance.arr", "sales.pipeline_value"). Returns full details including description, field type, suggested stages, owning functions, and the required `definitionSource` attribution. When `definitionSource.tier === "published"`, the response carries an `attributionNotice` string that consumers must surface in any UI/output that renders the KPI definition. When `calculationPolicy` is present (added in ontology v1.1.0), an agent asked to COMPUTE the KPI from messy company data MUST surface `calculationPolicy.commonMiscomputations` to the user before running the calculation, apply `inclusionRules`/`exclusionRules` as boundary conditions on the source data, and run `validationChecks` against the result before returning it.',
+    {
+      rogueId: z
+        .string()
+        .describe('The canonical Rogue KPI ID (e.g., "finance.arr", "hr.headcount")'),
+    },
+    async ({ rogueId }) => {
+      try {
+        const response = await client.get(`/api/rogue-kpis/${rogueId}`);
+        return formatResult({ data: response.data });
+      } catch (error) {
+        return handleToolError(error);
+      }
+    }
+  );
+};

package/src/tools/user.tools.ts

@@ -7,12 +7,14 @@ export const registerUserTools: RegisterToolsFn = (server, client) => {
     {},
     async () => {
       try {
-        const response = await client.get('/api/user/allboards');
-        return formatResult({ data: response.data });
+        // Legacy non-enveloped route: returns { boardMemberships, boardInvites,
+        // personalGoogleConnection } with no `data` wrapper.
+        const data = await client.getRaw('/api/user/allboards');
+        return formatResult({ data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 
   server.tool(
@@ -21,11 +23,12 @@ export const registerUserTools: RegisterToolsFn = (server, client) => {
     {},
     async () => {
       try {
-        const response = await client.get('/api/user/storage');
-        return formatResult({ data: response.data });
+        // Legacy non-enveloped route: returns { unassignedStorageUsed, lastCalculated }.
+        const data = await client.getRaw('/api/user/storage');
+        return formatResult({ data });
       } catch (error) {
         return handleToolError(error);
       }
-    },
+    }
   );
 };