@starascendin/lifeos-mcp 0.7.50 → 0.7.52

package/README.md

@@ -121,9 +121,26 @@ Add to your `.mcp.json` (project root or `~/.claude/mcp.json`):
 - **get_clients** - List all clients
 - **get_client** - Get client details
 - **get_projects_for_client** - Get client's projects
+- **get_client_notes** - List client/project/phase notes
+- **get_client_note** - Get one client note with linked context
+- **create_client_note** - Save requirement or account notes
+- **update_client_note** - Update client notes
 - **create_client** - Create a new client
 - **update_client** - Update client details
 
+### Meetings
+- **get_fathom_meetings** - List synced Fathom meetings
+- **get_fathom_meeting** - Get Fathom meeting details
+- **get_fathom_transcript** - Get full Fathom transcript
+- **search_fathom_meetings** - Search Fathom meetings
+- **get_granola_meetings** - List synced Granola meetings
+- **get_granola_meeting** - Get Granola meeting details
+- **get_granola_transcript** - Get full Granola transcript
+
+### CRM / Customer Success
+- **get_business_contacts** - List business-marked Beeper threads with linked contact/client info
+- **get_client_success_workspace** - Load one client's chats, meetings, notes, projects, and open work in one call
+
 ## Shared Council Architecture
 
 `run_council` calls the Convex `POST /council-skill` endpoint. That is the same shared council core used by:

package/dist/build-info.d.ts

@@ -1,2 +1,2 @@
-export declare const VERSION = "0.7.50";
-export declare const BUILD_TIME = "2026-03-08T00:49:23.344Z";
+export declare const VERSION = "0.7.52";
+export declare const BUILD_TIME = "2026-03-09T17:02:07.718Z";

package/dist/build-info.js

@@ -1,3 +1,3 @@
 // AUTO-GENERATED — do not edit. Regenerated on every build.
-export const VERSION = "0.7.50";
-export const BUILD_TIME = "2026-03-08T00:49:23.344Z";
+export const VERSION = "0.7.52";
+export const BUILD_TIME = "2026-03-09T17:02:07.718Z";

package/dist/index.js

@@ -1388,6 +1388,143 @@ const TOOLS = [
             required: ["clientId"],
         },
     },
+    {
+        name: "get_client_notes",
+        description: "Get client/project/phase notes for customer requirements and account context.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                clientId: {
+                    type: "string",
+                    description: "Filter by client ID (optional)",
+                },
+                projectId: {
+                    type: "string",
+                    description: "Filter by project ID (optional)",
+                },
+                phaseId: {
+                    type: "string",
+                    description: "Filter by phase ID (optional)",
+                },
+                limit: {
+                    type: "number",
+                    description: "Max results (default 20, max 100)",
+                },
+            },
+        },
+    },
+    {
+        name: "get_client_note",
+        description: "Get a single client/project/phase note with linked context.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                noteId: {
+                    type: "string",
+                    description: "The note ID (required)",
+                },
+            },
+            required: ["noteId"],
+        },
+    },
+    {
+        name: "create_client_note",
+        description: "Create a note for a client, project, or phase to track customer requirements and follow-ups.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                title: {
+                    type: "string",
+                    description: "Short note title (required)",
+                },
+                content: {
+                    type: "string",
+                    description: "Note content (required)",
+                },
+                clientId: {
+                    type: "string",
+                    description: "Link to a client (optional)",
+                },
+                projectId: {
+                    type: "string",
+                    description: "Link to a project (optional)",
+                },
+                phaseId: {
+                    type: "string",
+                    description: "Link to a phase (optional)",
+                },
+            },
+            required: ["title", "content"],
+        },
+    },
+    {
+        name: "update_client_note",
+        description: "Update an existing client/project/phase note.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                noteId: {
+                    type: "string",
+                    description: "The note ID (required)",
+                },
+                title: {
+                    type: "string",
+                    description: "Updated title (optional)",
+                },
+                content: {
+                    type: "string",
+                    description: "Updated content (optional)",
+                },
+                clientId: {
+                    type: "string",
+                    description: "Updated client ID, or empty to unlink (optional)",
+                },
+                projectId: {
+                    type: "string",
+                    description: "Updated project ID, or empty to unlink (optional)",
+                },
+                phaseId: {
+                    type: "string",
+                    description: "Updated phase ID, or empty to unlink (optional)",
+                },
+            },
+            required: ["noteId"],
+        },
+    },
+    {
+        name: "delete_client_note",
+        description: "Delete a client/project/phase note.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                noteId: {
+                    type: "string",
+                    description: "The note ID (required)",
+                },
+            },
+            required: ["noteId"],
+        },
+    },
     {
         name: "create_client",
         description: "Create a new client for consulting/freelance work.",
@@ -1722,6 +1859,82 @@ const TOOLS = [
             required: ["clientId"],
         },
     },
+    // Fathom Meeting Tools
+    {
+        name: "get_fathom_meetings",
+        description: "List all synced Fathom meeting notes and recordings.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                limit: {
+                    type: "number",
+                    description: "Max results (default 50)",
+                },
+            },
+        },
+    },
+    {
+        name: "get_fathom_meeting",
+        description: "Get a single Fathom meeting by its Convex meeting ID, including AI summary and action items.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                meetingId: {
+                    type: "string",
+                    description: "The Fathom meeting ID (required)",
+                },
+            },
+            required: ["meetingId"],
+        },
+    },
+    {
+        name: "get_fathom_transcript",
+        description: "Get the full transcript for a Fathom meeting.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                meetingId: {
+                    type: "string",
+                    description: "The Fathom meeting ID (required)",
+                },
+            },
+            required: ["meetingId"],
+        },
+    },
+    {
+        name: "search_fathom_meetings",
+        description: "Search Fathom meetings by title or summary content.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                query: {
+                    type: "string",
+                    description: "Search terms to find in Fathom meetings (required)",
+                },
+                limit: {
+                    type: "number",
+                    description: "Max results (default 20)",
+                },
+            },
+            required: ["query"],
+        },
+    },
     // Granola Meeting Tools
     {
         name: "get_granola_meetings",
@@ -1937,6 +2150,40 @@ const TOOLS = [
             },
         },
     },
+    {
+        name: "get_client_success_workspace",
+        description: "Load a customer success workspace for one client: projects, open work, linked chats, meetings, and notes in one call.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                userId: {
+                    type: "string",
+                    description: "Override the default user ID (optional)",
+                },
+                clientIdOrName: {
+                    type: "string",
+                    description: "Client ID or client name (required)",
+                },
+                messageLimit: {
+                    type: "number",
+                    description: "Recent messages to include per linked thread (default 5, max 20)",
+                },
+                meetingLimit: {
+                    type: "number",
+                    description: "Meetings to include across Granola and Fathom (default 10, max 30)",
+                },
+                noteLimit: {
+                    type: "number",
+                    description: "Notes to include (default 10, max 50)",
+                },
+                openTaskLimit: {
+                    type: "number",
+                    description: "Open tasks to include (default 25, max 100)",
+                },
+            },
+            required: ["clientIdOrName"],
+        },
+    },
     {
         name: "get_merge_suggestions",
         description: "Get pending contact merge suggestions. Returns pairs of contacts that may be duplicates based on matching email, phone, or name similarity.",
@@ -4434,6 +4681,22 @@ const PROMPTS = [
             },
         ],
     },
+    {
+        name: "customer-success-triage",
+        description: "Triage a client request using business chats, Fathom/Granola meetings, notes, and open work.",
+        arguments: [
+            {
+                name: "client",
+                description: "Client name or ID (required)",
+                required: true,
+            },
+            {
+                name: "focus",
+                description: "Optional focus area, like a feature request, escalation, or meeting topic",
+                required: false,
+            },
+        ],
+    },
     {
         name: "project-status",
         description: "Project status report: phases, task breakdown, blockers, urgent items.",
@@ -4805,6 +5068,47 @@ Present as a client brief:
             },
         },
     ],
+    "customer-success-triage": (args) => {
+        const focusClause = args.focus
+            ? `\n\nFocus area: ${args.focus}`
+            : "";
+        return [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: `Triage customer success work for "${args.client}". Use the LifeOS MCP tools:
+
+1. Call get_client_success_workspace with clientIdOrName "${args.client}"
+2. Review recentThreads, recentMeetings, notes, openTasks, and projects from that workspace
+3. If any thread needs deeper inspection, call get_beeper_thread_messages for the relevant thread
+4. If any meeting needs deeper inspection:
+   - For Fathom, call get_fathom_meeting and optionally get_fathom_transcript
+   - For Granola, call get_granola_meeting and optionally get_granola_transcript
+5. If there is already requirement history, call get_client_notes for the client
+
+Classify what you find into:
+- **New Requirements**: Net-new asks or requested changes
+- **Follow-Ups**: Things waiting on you or the team
+- **Delivery Risks**: Blockers, overdue work, ambiguous asks, churn risk
+- **Existing Tracking**: Open tasks or notes already covering the request
+
+For each item, recommend the next tracking action:
+- Use create_client_note to save requirement summaries, meeting recaps, or decisions
+- Use create_issue for implementation work or follow-up tasks
+- Use update_issue if an existing task should be re-scoped or reprioritized
+
+Present the result as:
+- **Situation Summary**: What the client currently needs
+- **Evidence**: Supporting messages/meetings/notes
+- **Tracking Plan**: What should be captured as notes vs. tasks
+- **Next Actions**: Concrete owner/action/deadline suggestions
+
+Ask for confirmation before any write operations unless I explicitly told you to make changes.${focusClause}`,
+                },
+            },
+        ];
+    },
     "project-status": (args) => [
         {
             role: "user",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@starascendin/lifeos-mcp",
-  "version": "0.7.50",
+  "version": "0.7.52",
   "description": "MCP server for LifeOS Project Management - manage projects, tasks, notes, and contacts via AI assistants",
   "type": "module",
   "main": "dist/index.js",