@opennous/mcp 0.11.1 → 0.16.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@opennous/mcp",
-  "version": "0.11.1",
+  "version": "0.16.0",
   "description": "Nous MCP Server — Customer graph for GTM agents.",
   "type": "module",
   "bin": {

package/src/server.js

@@ -1,7 +1,7 @@
 /**
  * Nous MCP server factory.
  *
- * Builds an McpServer with the seven v2 tools registered. Both entrypoints use it:
+ * Builds an McpServer with the v2 tools registered. Both entrypoints use it:
  *   - index.js (stdio bin, published as @opennous/mcp) — one server, env-scoped key
  *   - http.js  (hosted, mcp.opennous.cloud)           — a fresh server per request,
  *                                                        key scoped via AsyncLocalStorage
@@ -18,13 +18,16 @@
  *   attention            — what needs your attention (accounts gone quiet, facts decayed)
  *   verify               — re-check a fact before acting on it
  *   get_gtm_profile      — the user's GTM profile (ICP, market, pricing, product, competitors)
+ *   update_gtm_profile   — write back a change to a GTM context section (evolve, keep history)
+ *   save_note            — attach a note/document (meeting brief, transcript, prep) to a contact
+ *   search_notes         — semantic search over saved notes & documents
  */
 
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { z } from "zod";
 import { get, post } from "./client.js";
 
-export const SERVER_VERSION = "0.11.0";
+export const SERVER_VERSION = "0.16.0";
 
 // ─── helpers ──────────────────────────────────────────────────────────────────
 
@@ -115,6 +118,17 @@ export function createServer() {
         }
         lines.push("");
       }
+      if (ctx.documents?.length) {
+        // Meeting briefs / notes / transcripts kept on the contact — an overview
+        // (snippets only). To pull relevant content, use search_notes (semantic).
+        lines.push("DOCUMENTS (notes & meeting records — use search_notes to search their content):");
+        for (const d of ctx.documents) {
+          const when = d.date ? `  [${relAge(d.date)}]` : "";
+          lines.push(`  ${d.type.replace(/_/g, " ")}${d.title ? ` · ${d.title}` : ""}${when}`);
+          if (d.snippet) lines.push(`    ${d.snippet}`);
+        }
+        lines.push("");
+      }
       if (ctx.stakeholders?.length) {
         lines.push("STAKEHOLDERS:");
         for (const s of ctx.stakeholders) lines.push(`  ${s.name ?? "—"} — ${s.role ?? ""}`);
@@ -349,7 +363,17 @@ export function createServer() {
     const lines = [];
     for (const [cat, facts] of Object.entries(groups)) {
       lines.push(`${cat.toUpperCase()} (${facts.length}):`);
-      for (const f of facts) lines.push(`  ${f.content}  [${relAge(f.recorded_at)}]`);
+      for (const f of facts) {
+        // Flag AI-drafted facts (confidence < 1) and ones not confirmed in a long
+        // time, so the agent treats them as provisional and prefers fresh,
+        // user-confirmed facts when they conflict.
+        const ageDays = f.recorded_at ? Math.floor((Date.now() - new Date(f.recorded_at).getTime()) / 86400000) : 0;
+        const tags = [];
+        if (typeof f.confidence === "number" && f.confidence < 1) tags.push("inferred");
+        if (ageDays >= 90) tags.push("stale");
+        const tag = tags.length ? ` (${tags.join(", ")})` : "";
+        lines.push(`  ${f.content}${tag}  [${relAge(f.recorded_at)}]`);
+      }
       lines.push("");
     }
     return { content: [{ type: "text", text: lines.join("\n").trim() }] };
@@ -358,5 +382,108 @@ export function createServer() {
   // Legacy alias — keeps existing integrations calling get_workspace_facts working.
   server.tool("get_workspace_facts", gtmProfileDescription, gtmProfileSchema, gtmProfileHandler);
 
+  // ===========================================================================
+  // TOOL: update_gtm_profile  —  POST /v2/workspace/facts
+  // Write-back: the agent records a durable change to the user's OWN GTM profile
+  // and EVOLVES the matching belief (supersede + keep history) instead of piling
+  // up contradictions. This is the loop that keeps the context current as the
+  // company learns — pair it with get_gtm_profile.
+  // ===========================================================================
+  server.tool(
+    "update_gtm_profile",
+    "Keep a SECTION of the user's OWN GTM context current. Each section is a living file: ICP, " +
+    "Market, Product, Pricing, Competitors, Positioning (these feed the ICP scoring model), plus " +
+    "'GTM Motion' (how they sell — motion, RevOps, process) and 'Notes' (a running log for anything " +
+    "else durable about their GTM that doesn't fit the others). Use this whenever the user states or " +
+    "you learn a lasting change to how THEY go to market — repriced, moved upmarket, sharpened " +
+    "positioning, changed their motion, won a new segment, or a useful note about how they operate. " +
+    "This is NOT for facts about a prospect or account (use `record` for those). " +
+    "Rules: keep content short and current — a sentence or two, not an essay. In the default 'replace' " +
+    "mode the section EVOLVES (the old version is kept as history, never silently contradicted), so " +
+    "just write the section's current state. Use 'append' mode to log a Notes entry without replacing. " +
+    "Nous is the source of truth for the GTM context — write back here instead of keeping a local file.",
+    {
+      section: z.enum(["ICP", "Market", "Product", "Pricing", "Competitors", "Positioning", "GTM Motion", "Notes"])
+        .describe("Which section of the GTM context this updates."),
+      content: z.string().describe("The section's current content — short and current, not an essay."),
+      mode: z.enum(["replace", "append"]).optional()
+        .describe("'replace' (default) evolves the section and keeps the prior version as history. 'append' logs a new entry without replacing — the default for Notes."),
+      supersedes: z.string().optional()
+        .describe("Optional id of a specific existing fact to replace (overrides section matching)."),
+    },
+    async ({ section, content, mode, supersedes }) => {
+      const r = await post("/v2/workspace/facts", { section, content, mode, supersedes });
+      const verb = r.mode === "append" ? "Logged to" : r.superseded ? "Updated" : "Recorded";
+      return { content: [{ type: "text", text: `${verb} ${section}: ${content}` }] };
+    },
+  );
+
+  // ===========================================================================
+  // TOOL: save_note  —  POST /v2/notes
+  // Attach a long-form artifact to a CONTACT: a meeting brief you wrote, a
+  // transcript, pre-meeting prep, or a plain note. Append-only and dated, so the
+  // contact builds a record across meetings. Distinct from `record` (which logs
+  // that an interaction happened) — this keeps the document itself.
+  // ===========================================================================
+  server.tool(
+    "save_note",
+    "Save a note or document onto a person or company so it is kept on their record — a meeting " +
+    "brief you wrote, a transcript, pre-meeting prep, research, or a plain note. Use this whenever " +
+    "you produce something durable about a specific contact that's worth keeping for next time (e.g. " +
+    "after writing a meeting brief, save it to the contact so future meetings can reference it). " +
+    "Notes are append-only and dated, so a contact builds a record across meetings — later you can " +
+    "read the last few and see what changed. This is NOT for logging that an interaction happened " +
+    "(use `record` with an interaction.* event for that), and NOT for the user's own GTM profile " +
+    "(use `update_gtm_profile`). Put the full text in `content` — it's kept for agents to read; the " +
+    "UI shows the title and date, not the whole body.",
+    {
+      focus: z.string().describe("Who to attach it to — an email, LinkedIn URL, domain, or entity UUID (not a bare name)."),
+      content: z.string().describe("The full note or document text (a short note or a complete brief/transcript)."),
+      type: z.enum(["note", "meeting_brief", "transcript", "meeting_notes", "pre_meeting", "research"])
+        .optional().describe("What kind of document this is (default: note)."),
+      title: z.string().optional().describe("A short name, e.g. 'Pre-meeting brief — renewal' or 'Transcript — Jun 1'."),
+      date: z.string().optional().describe("The relevant date (e.g. the meeting date, ISO or plain). Defaults to now."),
+    },
+    async ({ focus, content, type, title, date }) => {
+      const r = await post("/v2/notes", { focus, content, type, title, date });
+      const label = title || (r.doc_type || "note").replace(/_/g, " ");
+      return { content: [{ type: "text", text: `Saved ${label} to ${focus}.` }] };
+    },
+  );
+
+  // ===========================================================================
+  // TOOL: search_notes  —  POST /v2/notes/search
+  // Semantic search over saved notes & documents (briefs, transcripts, notes).
+  // The retrieval counterpart to save_note — pull relevant document content
+  // instead of dumping whole documents into context.
+  // ===========================================================================
+  server.tool(
+    "search_notes",
+    "Semantically search the saved notes & documents (meeting briefs, transcripts, meeting notes) " +
+    "kept on contacts. Use this to pull relevant content from the record — e.g. 'what did we discuss " +
+    "about pricing', 'objections raised in past meetings', or to compare across a contact's meetings. " +
+    "Pass `focus` to restrict to one person/company, or omit it to search across everyone. Returns the " +
+    "matching documents (type, title, date, similarity, snippet); get the full body with get_account.",
+    {
+      question: z.string().describe("Natural-language query to match against document content."),
+      focus: z.string().optional().describe("Optional — restrict to one person/company (email, LinkedIn URL, domain, or entity UUID)."),
+      limit: z.number().optional().describe("Max documents to return (default 8)."),
+    },
+    async ({ question, focus, limit }) => {
+      const r = await post("/v2/notes/search", { question, focus, limit });
+      if (!r.documents?.length) {
+        return { content: [{ type: "text", text: `No saved documents matched "${question}".` }] };
+      }
+      const lines = [`Documents matching "${question}":`, ""];
+      for (const d of r.documents) {
+        const when = d.date ? `  [${relAge(d.date)}]` : "";
+        lines.push(`  ${d.type.replace(/_/g, " ")}${d.title ? ` · ${d.title}` : ""}  (${pct(d.similarity)})${when}`);
+        if (d.snippet) lines.push(`    ${d.snippet}`);
+        lines.push(`    (entity_id: ${d.entity_id})`);
+      }
+      return { content: [{ type: "text", text: lines.join("\n").trim() }] };
+    },
+  );
+
   return server;
 }