@starascendin/lifeos-mcp 0.6.0 → 0.7.0

package/dist/build-info.d.ts

@@ -1,2 +1,2 @@
-export declare const VERSION = "0.6.0";
-export declare const BUILD_TIME = "2026-02-10T00:13:52.601Z";
+export declare const VERSION = "0.7.0";
+export declare const BUILD_TIME = "2026-02-12T17:27:58.965Z";

package/dist/build-info.js

@@ -1,3 +1,3 @@
 // AUTO-GENERATED — do not edit. Regenerated on every build.
-export const VERSION = "0.6.0";
-export const BUILD_TIME = "2026-02-10T00:13:52.601Z";
+export const VERSION = "0.7.0";
+export const BUILD_TIME = "2026-02-12T17:27:58.965Z";

package/dist/index.js

@@ -110,6 +110,10 @@ const TOOLS = [
                     enum: ["urgent", "high", "medium", "low", "none"],
                     description: "Priority level (optional, default: none)",
                 },
+                initiativeId: {
+                    type: "string",
+                    description: "Link to a yearly initiative ID (optional)",
+                },
             },
             required: ["name", "key"],
         },
@@ -155,6 +159,10 @@ const TOOLS = [
                     type: "string",
                     description: "Associate with a client ID, or empty to unlink (optional)",
                 },
+                initiativeId: {
+                    type: "string",
+                    description: "Link to a yearly initiative ID, or empty to unlink (optional)",
+                },
             },
             required: ["projectIdOrKey"],
         },
@@ -267,6 +275,10 @@ const TOOLS = [
                     type: "string",
                     description: "Assign to a specific phase within the project (optional)",
                 },
+                initiativeId: {
+                    type: "string",
+                    description: "Link directly to a yearly initiative ID (optional)",
+                },
             },
             required: ["title"],
         },
@@ -354,6 +366,10 @@ const TOOLS = [
                     type: "boolean",
                     description: "Mark as top priority (optional)",
                 },
+                initiativeId: {
+                    type: "string",
+                    description: "Link to a yearly initiative ID, or empty to unlink (optional)",
+                },
             },
             required: ["issueIdOrIdentifier"],
         },
@@ -941,6 +957,10 @@ const TOOLS = [
                     type: "string",
                     description: "The topic/context of the conversation that led to this summary (optional)",
                 },
+                rawConversation: {
+                    type: "string",
+                    description: "Raw conversation transcript as a JSON string (optional)",
+                },
             },
             required: ["title", "summary"],
         },
@@ -1998,6 +2018,297 @@ const TOOLS = [
             required: ["threadConvexId", "meetingSource", "meetingId"],
         },
     },
+    // ==================== INITIATIVE MANAGEMENT ====================
+    {
+        name: "get_initiatives",
+        description: "Get yearly initiatives with optional filters. Initiatives are the highest-order goals (e.g., 'Career Growth', 'Health Improvement') that cascade down to projects, tasks, and habits.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                year: {
+                    type: "number",
+                    description: "Filter by year, e.g. 2026 (optional)",
+                },
+                status: {
+                    type: "string",
+                    enum: ["active", "completed", "paused", "cancelled"],
+                    description: "Filter by initiative status (optional)",
+                },
+                category: {
+                    type: "string",
+                    enum: [
+                        "career",
+                        "health",
+                        "learning",
+                        "relationships",
+                        "finance",
+                        "personal",
+                    ],
+                    description: "Filter by category (optional)",
+                },
+                includeArchived: {
+                    type: "boolean",
+                    description: "Include archived initiatives (default: false)",
+                },
+            },
+        },
+    },
+    {
+        name: "get_initiative",
+        description: "Get a single initiative's details by ID.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "The initiative ID (required)",
+                },
+            },
+            required: ["initiativeId"],
+        },
+    },
+    {
+        name: "get_initiative_with_stats",
+        description: "Get an initiative with full stats: linked projects, habits, directly linked issues, task completion counts, and calculated progress.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "The initiative ID (required)",
+                },
+            },
+            required: ["initiativeId"],
+        },
+    },
+    {
+        name: "create_initiative",
+        description: "Create a new yearly initiative. Initiatives are the highest-order goals that organize projects, tasks, and habits.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                year: {
+                    type: "number",
+                    description: "The year for this initiative, e.g. 2026 (required)",
+                },
+                title: {
+                    type: "string",
+                    description: "Initiative title (required)",
+                },
+                category: {
+                    type: "string",
+                    enum: [
+                        "career",
+                        "health",
+                        "learning",
+                        "relationships",
+                        "finance",
+                        "personal",
+                    ],
+                    description: "Category for grouping (required)",
+                },
+                description: {
+                    type: "string",
+                    description: "Detailed description (optional)",
+                },
+                status: {
+                    type: "string",
+                    enum: ["active", "completed", "paused", "cancelled"],
+                    description: "Status (optional, default: active)",
+                },
+                targetMetric: {
+                    type: "string",
+                    description: "Target metric description, e.g. 'Complete 3 projects' or 'Run 500 miles' (optional)",
+                },
+                manualProgress: {
+                    type: "number",
+                    description: "Manual progress override 0-100 (optional)",
+                },
+                color: {
+                    type: "string",
+                    description: "Hex color for visual display (optional)",
+                },
+                icon: {
+                    type: "string",
+                    description: "Emoji icon (optional)",
+                },
+            },
+            required: ["year", "title", "category"],
+        },
+    },
+    {
+        name: "update_initiative",
+        description: "Update an initiative's details.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "The initiative ID (required)",
+                },
+                title: {
+                    type: "string",
+                    description: "Updated title (optional)",
+                },
+                description: {
+                    type: "string",
+                    description: "Updated description (optional)",
+                },
+                category: {
+                    type: "string",
+                    enum: [
+                        "career",
+                        "health",
+                        "learning",
+                        "relationships",
+                        "finance",
+                        "personal",
+                    ],
+                    description: "Updated category (optional)",
+                },
+                status: {
+                    type: "string",
+                    enum: ["active", "completed", "paused", "cancelled"],
+                    description: "Updated status (optional)",
+                },
+                targetMetric: {
+                    type: "string",
+                    description: "Updated target metric (optional)",
+                },
+                manualProgress: {
+                    type: "number",
+                    description: "Updated manual progress 0-100 (optional)",
+                },
+                color: {
+                    type: "string",
+                    description: "Updated hex color (optional)",
+                },
+                icon: {
+                    type: "string",
+                    description: "Updated emoji icon (optional)",
+                },
+            },
+            required: ["initiativeId"],
+        },
+    },
+    {
+        name: "archive_initiative",
+        description: "Archive an initiative (soft delete). Can be unarchived later.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "The initiative ID (required)",
+                },
+            },
+            required: ["initiativeId"],
+        },
+    },
+    {
+        name: "delete_initiative",
+        description: "Permanently delete an initiative. Linked projects, habits, and issues are unlinked (not deleted).",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "The initiative ID (required)",
+                },
+            },
+            required: ["initiativeId"],
+        },
+    },
+    {
+        name: "link_project_to_initiative",
+        description: "Link a project to an initiative, or unlink by omitting initiativeId.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                projectIdOrKey: {
+                    type: "string",
+                    description: "Project ID or key like 'ACME' (required)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "Initiative ID to link to (optional — omit to unlink)",
+                },
+            },
+            required: ["projectIdOrKey"],
+        },
+    },
+    {
+        name: "link_issue_to_initiative",
+        description: "Link an issue/task directly to an initiative, or unlink by omitting initiativeId.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                issueIdOrIdentifier: {
+                    type: "string",
+                    description: "Issue ID or identifier like 'PROJ-123' (required)",
+                },
+                initiativeId: {
+                    type: "string",
+                    description: "Initiative ID to link to (optional — omit to unlink)",
+                },
+            },
+            required: ["issueIdOrIdentifier"],
+        },
+    },
+    {
+        name: "get_initiative_yearly_rollup",
+        description: "Get yearly rollup of all initiatives with aggregated stats: task counts, project counts, habit counts, and progress per initiative.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                year: {
+                    type: "number",
+                    description: "The year to get rollup for, e.g. 2026 (required)",
+                },
+            },
+            required: ["year"],
+        },
+    },
     // MCP Server Info
     {
         name: "get_version",
@@ -2109,6 +2420,127 @@ const PROMPTS = [
             },
         ],
     },
+    {
+        name: "initiative-review",
+        description: "Review yearly initiative progress: get all initiatives for a year, show stats per category, highlight stalled or off-track initiatives.",
+        arguments: [
+            {
+                name: "year",
+                description: "Year to review (optional, defaults to current year)",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "client-health",
+        description: "Show health dashboard across all clients with risk indicators, project health, and communication recency.",
+        arguments: [
+            {
+                name: "filter",
+                description: "Optional filter: 'critical' to only show at-risk and critical clients",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "context-switch",
+        description: "Quickly load context for a client or project for fast mental context switching.",
+        arguments: [
+            {
+                name: "name",
+                description: "Client name or project key/name to load context for (required)",
+                required: true,
+            },
+        ],
+    },
+    {
+        name: "end-of-day",
+        description: "Run end-of-day wrap-up with completion summary, carry-over items, and tomorrow planning.",
+        arguments: [
+            {
+                name: "date",
+                description: "Specific date in ISO format (optional, defaults to today)",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "follow-ups",
+        description: "Track follow-ups needed with people and clients based on interaction recency.",
+        arguments: [
+            {
+                name: "name",
+                description: "Optional: specific person or client name to focus on",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "inbox-triage",
+        description: "Process captured notes and triage into actionable tasks, tags, and links.",
+        arguments: [
+            {
+                name: "mode",
+                description: "Optional: 'auto' to process automatically with best-guess actions instead of asking",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "monthly-review",
+        description: "Run monthly review with accomplishments, project progress, client health, and next month planning.",
+        arguments: [
+            {
+                name: "month",
+                description: "Month to review in ISO format like '2025-01' (optional, defaults to current month)",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "overdue",
+        description: "Show what's overdue or slipping — tasks past due, off-track projects, stale in-progress items.",
+        arguments: [
+            {
+                name: "filter",
+                description: "Optional: 'critical' or 'urgent' to only show critical items",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "relationship-pulse",
+        description: "Check on neglected relationships and suggest reconnection actions based on interaction history.",
+        arguments: [
+            {
+                name: "type",
+                description: "Optional: relationship type to filter (e.g., 'family', 'friends', 'colleagues')",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "voice-notes",
+        description: "Interactive voice memo exploration — review, analyze, and discuss your recorded thoughts.",
+        arguments: [
+            {
+                name: "topic",
+                description: "Optional: topic or date range to start exploring",
+                required: false,
+            },
+        ],
+    },
+    {
+        name: "voice-notes-crystallize",
+        description: "Save a crystallized summary of AI conversation — preserve insights, plans, and ideas from voice note discussions.",
+        arguments: [
+            {
+                name: "title",
+                description: "Optional: title or topic for the crystallization summary",
+                required: false,
+            },
+        ],
+    },
 ];
 // Prompt message templates keyed by prompt name
 const PROMPT_MESSAGES = {
@@ -2328,7 +2760,7 @@ Present the cycle review:
 - **Progress**: Completion %, issues done vs total
 - **Incomplete Items**: List all non-done/non-cancelled issues with status and priority
 - **Next Cycle**: Show the next upcoming cycle (if any)
-- **Recommendations**: 
+- **Recommendations**:
   - If cycle is ending soon, suggest closing with rollover
   - If many items are incomplete, suggest re-prioritizing
   - If cycle is already past end date, strongly recommend closing it
@@ -2340,6 +2772,370 @@ ${!args.action ? "Ask the user if they want to close the cycle, and whether to r
             },
         ];
     },
+    "initiative-review": (args) => {
+        const year = args.year || new Date().getFullYear().toString();
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Review my yearly initiative progress. Use the LifeOS MCP tools:
+
+1. Call get_initiative_yearly_rollup with year ${year} — this gives all initiatives with aggregated stats
+2. For any initiative with low progress or stalled status, call get_initiative_with_stats for deeper details
+
+Present the review:
+- **Year ${year} Overview**: Total initiatives, active vs completed, average progress
+- **By Category**: Group initiatives by category (career, health, learning, etc.) and show progress
+- **Each Initiative**: Title, status, progress %, tasks completed/total, linked projects, habits
+- **Highlights**: Call out any initiatives at 80%+ progress (near completion)
+- **Concerns**: Flag initiatives with 0% progress, no linked projects, or "paused" status
+- **Recommendations**: Suggest next actions — which initiatives to focus on, which need attention
+
+Be concise but thorough. Use emoji for categories. Suggest linking unlinked projects/tasks if appropriate.`,
+                },
+            },
+        ];
+    },
+    "client-health": (args) => {
+        const filterClause = args.filter === "critical"
+            ? "\n\nOnly show at-risk and critical clients."
+            : "";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Show health dashboard across all clients. Use the LifeOS MCP tools:
+
+1. Call get_clients to get all active clients
+2. For each client, call get_projects_for_client to get project stats
+3. Call get_tasks to analyze overdue/at-risk tasks per client
+4. Call get_beeper_threads to check communication recency
+
+Calculate health score for each client based on:
+- **Project health**: Are projects on_track, at_risk, or off_track?
+- **Task completion**: % of tasks done vs total
+- **Overdue items**: Number of overdue tasks
+- **Communication**: Days since last message/meeting
+- **Revenue risk**: Active projects nearing completion without follow-on
+
+Present as a dashboard:
+| Client | Health | Projects | Overdue | Last Contact | Action |
+|--------|--------|----------|---------|--------------|--------|
+
+Then detail:
+- **Healthy clients**: All good, maintain relationship
+- **At-risk clients**: Need attention soon (explain why)
+- **Critical clients**: Immediate action needed
+
+For at-risk and critical, provide specific recommended actions.${filterClause}`,
+                },
+            },
+        ];
+    },
+    "context-switch": (args) => [
+        {
+            role: "user",
+            content: {
+                type: "text",
+                text: `Quickly load context for "${args.name}". Use the LifeOS MCP tools:
+
+**If it's a client name:**
+1. Call get_clients and find the matching client
+2. Call get_client with the client ID for details
+3. Call get_projects_for_client to see their projects
+4. Call get_beeper_threads_for_client for recent communications
+
+**If it's a project name/key:**
+1. Call get_project with the project key/name
+2. Call get_phases for the project phases
+3. Call get_tasks filtered by the project to see active work
+4. If project has a client, load client context too
+
+Present a quick context brief:
+- **Overview**: What this client/project is about
+- **Current Status**: Active phase, health, completion %
+- **Open Items**: Tasks in progress or todo (top 5)
+- **Recent Activity**: Last meeting, last message (if available)
+- **Blockers**: Anything stuck or overdue
+- **Quick Actions**: Suggested next steps
+
+Keep it scannable — this is for fast context loading, not deep analysis.`,
+            },
+        },
+    ],
+    "end-of-day": (args) => {
+        const dateClause = args.date
+            ? `Use date: ${args.date}`
+            : "Use today's date.";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Run my end-of-day wrap-up. Use the LifeOS MCP tools:
+
+1. Call get_daily_agenda for today's agenda
+2. Call get_tasks with status "done" to see what was completed today
+3. Call get_tasks with status "in_progress" to see what's still in flight
+4. Call get_todays_tasks to see what was planned vs actual
+5. Call get_recent_notes with limit 5 for any thoughts captured today
+
+${dateClause}
+
+Present an end-of-day summary:
+- **Completed today**: What got done (celebrate wins!)
+- **Still in progress**: What's carrying over
+- **Moved to tomorrow**: Tasks that got bumped
+- **Unplanned work**: Things that came up unexpectedly
+- **Notes captured**: Any thoughts/ideas from today
+
+Then prompt for reflection:
+- What went well today?
+- What was challenging?
+- What's the #1 priority for tomorrow morning?
+
+Offer to:
+- Update any task statuses
+- Create tasks for tomorrow based on reflection
+- Capture any final thoughts as a note`,
+                },
+            },
+        ];
+    },
+    "follow-ups": (args) => {
+        const nameClause = args.name
+            ? `\n\nFocus specifically on: "${args.name}"`
+            : "";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Track follow-ups needed with people and clients. Use the LifeOS MCP tools:
+
+1. Call get_people to get all contacts
+2. Call get_clients to get all clients
+3. Call get_beeper_threads to see recent message activity
+4. Call get_granola_meetings to see recent meetings
+
+Analyze and identify:
+- **People needing follow-up**: Contacts with no interaction in 7+ days who have open items or recent meetings
+- **Client follow-ups**: Clients with stale threads or meetings that had action items
+- **Promised callbacks**: Any meetings/messages where you said "I'll get back to you"
+
+Present as:
+- **Urgent** (14+ days): People/clients you really need to reach out to
+- **Soon** (7-14 days): Worth a quick check-in
+- **Suggested actions**: Specific follow-up actions for each${nameClause}`,
+                },
+            },
+        ];
+    },
+    "inbox-triage": (args) => {
+        const autoMode = args.mode === "auto"
+            ? "\n\nProcess automatically with best-guess actions instead of asking for confirmation."
+            : "\n\nAsk for confirmation before making changes.";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Process captured notes and triage into actionable items. Use the LifeOS MCP tools:
+
+1. Call get_recent_notes with limit 20 to get recent unprocessed captures
+2. Call get_projects to know available projects for assignment
+3. Call get_people to know contacts for linking
+
+For each note, analyze and suggest:
+- **Convert to task?** If it contains an action item, offer to create an issue
+- **Link to person?** If it mentions someone, offer to link the note
+- **Link to project?** If it relates to a project, suggest assignment
+- **Add tags?** Suggest relevant tags based on content
+
+Present as an interactive triage list:
+- Show each note with its content summary
+- Provide recommended action (task, tag, link, or archive)
+
+After triage, use the appropriate tools:
+- Call create_issue to convert notes to tasks
+- Call add_tags_to_note to categorize
+- Call link_memo_to_person to connect to people${autoMode}`,
+                },
+            },
+        ];
+    },
+    "monthly-review": (args) => {
+        const monthClause = args.month
+            ? `Use month start date: ${args.month}-01`
+            : "Use the current month.";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Run my monthly review. Use the LifeOS MCP tools:
+
+1. Call get_monthly_agenda for this month's overview and AI summary
+2. Call get_cycles to see all sprints this month and their completion rates
+3. Call get_tasks with status "done" to see everything completed this month
+4. Call get_projects to see project progress and health
+5. Call get_clients to review client status
+6. Call get_recent_notes with limit 20 to review captured thoughts
+
+${monthClause}
+
+Present a monthly review:
+- **Accomplishments**: Major wins and completed work this month
+- **Projects Progress**: Status of each active project
+- **Sprint Performance**: Average completion rate across cycles
+- **Client Health**: How each client relationship is doing
+- **Themes**: Patterns from notes and completed work
+- **Carried Forward**: What's rolling into next month
+- **Reflections**: What worked, what didn't
+- **Next Month Focus**: Top 3 priorities for the coming month`,
+                },
+            },
+        ];
+    },
+    overdue: (args) => {
+        const filterClause = args.filter === "critical" || args.filter === "urgent"
+            ? "\n\nOnly show critical items (7+ days overdue)."
+            : "";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Show what's overdue or slipping. Use the LifeOS MCP tools:
+
+1. Call get_tasks to get all tasks
+2. Call get_projects to get all projects with health status
+3. Call get_current_cycle to see sprint status
+
+Analyze and identify:
+- **Overdue tasks**: Tasks past their due date (compare dueDate to today)
+- **Off-track projects**: Projects with health "off_track" or "at_risk"
+- **Stale in-progress**: Tasks marked "in_progress" for more than 7 days
+- **Sprint slippage**: If cycle completion % is behind expected pace
+
+Present as:
+- **Critical** (7+ days overdue): Needs immediate attention
+- **Overdue** (1-7 days): Should address soon
+- **At Risk**: In-progress items that might slip
+- **Projects Off Track**: Projects needing intervention
+
+For each item, suggest: reschedule, delegate, or drop.${filterClause}`,
+                },
+            },
+        ];
+    },
+    "relationship-pulse": (args) => {
+        const typeClause = args.type
+            ? `\n\nFilter to relationship type: "${args.type}"`
+            : "";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Check on neglected relationships. Use the LifeOS MCP tools:
+
+1. Call get_people to get all contacts
+2. Call get_beeper_threads to check message activity
+3. Call get_granola_meetings to see meeting history
+
+Analyze each contact for:
+- **Last interaction**: When did you last talk/meet?
+- **Interaction frequency**: How often do you typically connect?
+- **Relationship type**: Family, friend, colleague, mentor, etc.
+
+Identify neglected relationships:
+- **Family/Close friends**: No contact in 14+ days
+- **Friends**: No contact in 30+ days
+- **Colleagues/Mentors**: No contact in 60+ days
+- **Acquaintances**: No contact in 90+ days
+
+Present as:
+- **Reach out soon**: People you should contact (prioritized by relationship closeness)
+- **Consider reconnecting**: People you might want to re-engage
+- **Suggested touchpoints**: Quick ways to reconnect (reply to old thread, schedule catch-up, etc.)${typeClause}`,
+                },
+            },
+        ];
+    },
+    "voice-notes": (args) => {
+        const topicClause = args.topic
+            ? `\n\nStart by exploring: "${args.topic}"`
+            : "\n\nShow recent activity and ask what I want to explore.";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Explore and work with my voice notes interactively. Use the LifeOS MCP tools.
+
+This is an interactive session to help me think through my voice notes, formulate plans, refine ideas, and review journal entries.
+
+**Getting Started:**
+1. Call get_voice_memo_labels to see all topics/labels
+2. Call get_recent_notes with limit 10 to see recent entries
+
+**Based on what I want to explore:**
+- To review recent notes: Call get_recent_notes or get_voice_memos_by_date
+- To explore a topic: Call get_voice_memos_by_labels or search_notes
+- To review a time period: Call get_voice_memos_by_date with date range
+- For deeper analysis: Call get_voice_memo for full details
+
+**During the conversation:**
+- Help me think through my notes
+- Identify patterns and connections across memos
+- Surface action items I may have forgotten
+- Help formulate new plans or refine existing ideas
+- Offer reflections on journal entries
+
+**At the end:** Offer to crystallize insights using the voice-notes-crystallize prompt.${topicClause}`,
+                },
+            },
+        ];
+    },
+    "voice-notes-crystallize": (args) => {
+        const titleClause = args.title
+            ? `Use title: "${args.title}"`
+            : "Generate a title based on the conversation.";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Save a crystallized summary of our conversation about voice notes. Use the LifeOS MCP tools.
+
+${titleClause}
+
+**Analyze the conversation and extract:**
+
+1. **Title**: A descriptive title for this crystallization
+2. **Summary**: The main insights, conclusions, or outcomes (2-4 paragraphs)
+3. **Key Insights**: 3-7 bullet points of the most important realizations
+4. **Action Items**: Any tasks or actions that emerged
+5. **Ideas**: New ideas, plans, or directions formulated
+6. **Tags**: 3-5 relevant tags for categorization
+
+**Determine the summary type:**
+- reflection — Processing past experiences or feelings
+- planning — Creating plans or strategies
+- brainstorm — Generating new ideas
+- journal_review — Reviewing journal/diary entries
+- idea_refinement — Developing and refining existing ideas
+
+**Save using:** Call create_ai_convo_summary with the extracted data.
+
+**After saving:** Confirm success and show the summary ID.`,
+                },
+            },
+        ];
+    },
 };
 // Configuration: CLI flags take precedence over env vars
 // NOTE: HTTP routes are served from .convex.site, NOT .convex.cloud

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@starascendin/lifeos-mcp",
-  "version": "0.6.0",
+  "version": "0.7.0",
   "description": "MCP server for LifeOS Project Management - manage projects, tasks, notes, and contacts via AI assistants",
   "type": "module",
   "main": "dist/index.js",