@starascendin/lifeos-mcp 0.7.51 → 0.7.53

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 = "0.7.51";
-export declare const BUILD_TIME = "2026-03-08T04:47:42.547Z";
+export declare const VERSION = "0.7.53";
+export declare const BUILD_TIME = "2026-03-09T18:11:42.668Z";

package/dist/build-info.js

@@ -1,3 +1,3 @@
 // AUTO-GENERATED — do not edit. Regenerated on every build.
-export const VERSION = "0.7.51";
-export const BUILD_TIME = "2026-03-08T04:47:42.547Z";
+export const VERSION = "0.7.53";
+export const BUILD_TIME = "2026-03-09T18:11:42.668Z";

package/dist/index.js

@@ -19,7 +19,7 @@ import { Command } from "commander";
 import { VERSION, BUILD_TIME } from "./build-info.js";
 import { Server } from "@modelcontextprotocol/sdk/server/index.js";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
-import { CallToolRequestSchema, ListToolsRequestSchema, ListPromptsRequestSchema, GetPromptRequestSchema, } from "@modelcontextprotocol/sdk/types.js";
+import { CallToolRequestSchema, ListResourcesRequestSchema, ListResourceTemplatesRequestSchema, ListToolsRequestSchema, ListPromptsRequestSchema, GetPromptRequestSchema, ReadResourceRequestSchema, } from "@modelcontextprotocol/sdk/types.js";
 // Parse CLI arguments
 const program = new Command();
 program
@@ -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",
@@ -5575,16 +5879,325 @@ async function callConvexJsonEndpoint(path, body) {
     }
     return await response.json();
 }
+const STATIC_RESOURCES = [
+    {
+        uri: "lifeos://customer-success/guide",
+        name: "customer_success_guide",
+        title: "Customer Success Guide",
+        mimeType: "text/markdown",
+        description: "How to use LifeOS customer-success resources, notes, and issue tracking together.",
+    },
+];
+const RESOURCE_TEMPLATES = [
+    {
+        uriTemplate: "lifeos://client/{clientIdOrName}/workspace",
+        name: "client_workspace",
+        title: "Client Workspace",
+        mimeType: "text/markdown",
+        description: "Composite customer-success workspace for one client, including projects, open tasks, recent chats, meetings, linked people, and notes.",
+    },
+    {
+        uriTemplate: "lifeos://client/{clientIdOrName}/notes",
+        name: "client_notes",
+        title: "Client Notes",
+        mimeType: "text/markdown",
+        description: "Tracked customer notes for one client, including requirements, decisions, and follow-ups.",
+    },
+];
+function asJsonObject(value) {
+    return value && typeof value === "object" && !Array.isArray(value)
+        ? value
+        : {};
+}
+function asJsonArray(value) {
+    return Array.isArray(value)
+        ? value.filter((entry) => {
+            return !!entry && typeof entry === "object" && !Array.isArray(entry);
+        })
+        : [];
+}
+function getString(value) {
+    return typeof value === "string" && value.length > 0 ? value : undefined;
+}
+function getClientId(client) {
+    return getString(client._id) || getString(client.id);
+}
+function getClientName(client) {
+    return getString(client.name) || getString(client.title);
+}
+function slugifyName(value) {
+    return value
+        .toLowerCase()
+        .replace(/[^a-z0-9]+/g, "-")
+        .replace(/^-+|-+$/g, "")
+        .slice(0, 80);
+}
+function getItemLabel(item) {
+    return (getString(item.title) ||
+        getString(item.name) ||
+        getString(item.identifier) ||
+        getString(item.host) ||
+        getString(item.status) ||
+        "Untitled");
+}
+function getItemMeta(item, keys) {
+    const parts = keys
+        .map((key) => getString(item[key]))
+        .filter((value) => !!value);
+    return parts.length > 0 ? parts.join(" | ") : undefined;
+}
+function formatListSection(heading, items, options) {
+    const limit = options?.limit ?? 8;
+    if (items.length === 0) {
+        return `## ${heading}\n${options?.emptyText ?? "None"}\n`;
+    }
+    const rendered = items.slice(0, limit).map((item) => {
+        const label = getItemLabel(item);
+        const meta = options?.metaKeys ? getItemMeta(item, options.metaKeys) : undefined;
+        return meta ? `- ${label} (${meta})` : `- ${label}`;
+    });
+    if (items.length > limit) {
+        rendered.push(`- ... ${items.length - limit} more`);
+    }
+    return `## ${heading}\n${rendered.join("\n")}\n`;
+}
+function formatCustomerSuccessGuide() {
+    return [
+        "# Customer Success Resource Guide",
+        "",
+        "Start with the client workspace resource. It pulls the same composite context as `get_client_success_workspace` and is the fastest way to load account state.",
+        "",
+        "Workflow:",
+        "- Open `lifeos://client/{clientIdOrName}/workspace` first.",
+        "- Open `lifeos://client/{clientIdOrName}/notes` to review tracked requirements and decisions.",
+        "- Use raw tools only when the resource snapshot is not enough: `get_beeper_thread_messages`, `get_fathom_meeting`, `get_fathom_transcript`, `get_granola_meeting`, `get_granola_transcript`.",
+        "- Save account memory with `create_client_note` or `update_client_note`.",
+        "- Track execution work with `create_issue` or `update_issue`.",
+        "",
+        "Rules:",
+        "- Notes are for customer asks, decisions, constraints, and follow-ups.",
+        "- Issues are for internal execution work.",
+        "- Prefer updating existing artifacts over creating duplicates.",
+    ].join("\n");
+}
+async function getClientsList() {
+    const response = asJsonObject(await callConvexTool("get_clients", {}));
+    const clients = asJsonArray(response.clients);
+    return clients
+        .map((client) => {
+        const id = getClientId(client);
+        const name = getClientName(client);
+        if (!id || !name) {
+            return null;
+        }
+        return { id, name, raw: client };
+    })
+        .filter((client) => client !== null);
+}
+async function resolveClient(clientIdOrName) {
+    const clients = await getClientsList();
+    const lookup = clientIdOrName.trim().toLowerCase();
+    const exactMatch = clients.find((client) => {
+        return (client.id.toLowerCase() === lookup ||
+            client.name.toLowerCase() === lookup ||
+            slugifyName(client.name) === lookup);
+    });
+    if (exactMatch) {
+        return exactMatch;
+    }
+    const partialMatch = clients.find((client) => client.name.toLowerCase().includes(lookup));
+    if (partialMatch) {
+        return partialMatch;
+    }
+    throw new Error(`Unknown client resource target: ${clientIdOrName}`);
+}
+function buildClientResourceUri(clientIdOrName, kind) {
+    return `lifeos://client/${encodeURIComponent(clientIdOrName)}/${kind}`;
+}
+async function listCustomerSuccessResources() {
+    const clients = await getClientsList();
+    const clientResources = clients.flatMap((client) => [
+        {
+            uri: buildClientResourceUri(client.id, "workspace"),
+            name: `client_workspace_${slugifyName(client.name) || client.id}`,
+            title: `${client.name} Workspace`,
+            mimeType: "text/markdown",
+            description: "Composite customer-success workspace with account context, activity, and open work.",
+        },
+        {
+            uri: buildClientResourceUri(client.id, "notes"),
+            name: `client_notes_${slugifyName(client.name) || client.id}`,
+            title: `${client.name} Notes`,
+            mimeType: "text/markdown",
+            description: "Tracked customer notes for requirements, decisions, and follow-ups.",
+        },
+    ]);
+    return [...STATIC_RESOURCES, ...clientResources];
+}
+function parseClientResourceUri(uri) {
+    const parsed = new URL(uri);
+    if (parsed.protocol !== "lifeos:") {
+        return null;
+    }
+    if (parsed.hostname !== "client") {
+        return null;
+    }
+    const parts = parsed.pathname
+        .split("/")
+        .filter(Boolean)
+        .map((part) => decodeURIComponent(part));
+    if (parts.length !== 2) {
+        return null;
+    }
+    const [clientIdOrName, kind] = parts;
+    if (kind !== "workspace" && kind !== "notes") {
+        return null;
+    }
+    return { clientIdOrName, kind };
+}
+function formatWorkspaceResource(client, workspace) {
+    const projects = asJsonArray(workspace.projects);
+    const openTasks = asJsonArray(workspace.openTasks);
+    const recentThreads = asJsonArray(workspace.recentThreads);
+    const recentMeetings = asJsonArray(workspace.recentMeetings);
+    const linkedPeople = asJsonArray(workspace.linkedPeople);
+    const notes = asJsonArray(workspace.notes);
+    return [
+        `# ${client.name} Customer Success Workspace`,
+        "",
+        `Client ID: \`${client.id}\``,
+        "",
+        "## Summary",
+        `- Projects: ${projects.length}`,
+        `- Open tasks: ${openTasks.length}`,
+        `- Recent threads: ${recentThreads.length}`,
+        `- Recent meetings: ${recentMeetings.length}`,
+        `- Linked people: ${linkedPeople.length}`,
+        `- Notes: ${notes.length}`,
+        "",
+        formatListSection("Projects", projects, {
+            emptyText: "No linked projects.",
+            metaKeys: ["status", "health", "priority"],
+        }).trimEnd(),
+        "",
+        formatListSection("Open Tasks", openTasks, {
+            emptyText: "No open tasks.",
+            metaKeys: ["identifier", "status", "priority", "dueDate"],
+        }).trimEnd(),
+        "",
+        formatListSection("Recent Threads", recentThreads, {
+            emptyText: "No linked chat threads.",
+            metaKeys: ["platform", "lastMessageAt", "threadId"],
+        }).trimEnd(),
+        "",
+        formatListSection("Recent Meetings", recentMeetings, {
+            emptyText: "No linked meetings.",
+            metaKeys: ["source", "startTime", "meetingDate"],
+        }).trimEnd(),
+        "",
+        formatListSection("Linked People", linkedPeople, {
+            emptyText: "No linked people.",
+            metaKeys: ["relationshipType", "email", "phone"],
+        }).trimEnd(),
+        "",
+        formatListSection("Tracked Notes", notes, {
+            emptyText: "No client notes yet.",
+            metaKeys: ["updatedAt", "createdAt"],
+        }).trimEnd(),
+    ].join("\n");
+}
+function formatNotesResource(client, notesResponse) {
+    const notes = asJsonArray(notesResponse.notes);
+    if (notes.length === 0) {
+        return [
+            `# ${client.name} Client Notes`,
+            "",
+            "No client notes are currently tracked for this account.",
+            "",
+            "Use `create_client_note` to capture requirements, decisions, and follow-ups.",
+        ].join("\n");
+    }
+    const renderedNotes = notes.slice(0, 20).map((note, index) => {
+        const title = getString(note.title) || `Untitled note ${index + 1}`;
+        const content = getString(note.content) || "";
+        const updatedAt = getString(note.updatedAt) || getString(note.createdAt);
+        const meta = updatedAt ? `Updated: ${updatedAt}` : undefined;
+        return [
+            `## ${title}`,
+            meta ?? "",
+            content,
+        ]
+            .filter(Boolean)
+            .join("\n");
+    });
+    return [
+        `# ${client.name} Client Notes`,
+        "",
+        `Total notes: ${notes.length}`,
+        "",
+        ...renderedNotes,
+    ].join("\n\n");
+}
+async function readCustomerSuccessResource(uri) {
+    if (uri === "lifeos://customer-success/guide") {
+        return {
+            text: formatCustomerSuccessGuide(),
+            mimeType: "text/markdown",
+        };
+    }
+    const parsed = parseClientResourceUri(uri);
+    if (!parsed) {
+        throw new Error(`Unknown resource URI: ${uri}`);
+    }
+    const client = await resolveClient(parsed.clientIdOrName);
+    if (parsed.kind === "workspace") {
+        const workspace = asJsonObject(await callConvexTool("get_client_success_workspace", {
+            clientIdOrName: client.id,
+        }));
+        return {
+            text: formatWorkspaceResource(client, workspace),
+            mimeType: "text/markdown",
+        };
+    }
+    const notesResponse = asJsonObject(await callConvexTool("get_client_notes", {
+        clientId: client.id,
+        limit: 50,
+    }));
+    return {
+        text: formatNotesResource(client, notesResponse),
+        mimeType: "text/markdown",
+    };
+}
 // Create the MCP server
 const server = new Server({
     name: "lifeos-pm",
     version: VERSION,
 }, {
     capabilities: {
+        resources: {},
         tools: {},
         prompts: {},
     },
 });
+server.setRequestHandler(ListResourcesRequestSchema, async () => {
+    return { resources: await listCustomerSuccessResources() };
+});
+server.setRequestHandler(ListResourceTemplatesRequestSchema, async () => {
+    return { resourceTemplates: RESOURCE_TEMPLATES };
+});
+server.setRequestHandler(ReadResourceRequestSchema, async (request) => {
+    const { uri } = request.params;
+    const resource = await readCustomerSuccessResource(uri);
+    return {
+        contents: [
+            {
+                uri,
+                mimeType: resource.mimeType,
+                text: resource.text,
+            },
+        ],
+    };
+});
 // Handle list tools request
 server.setRequestHandler(ListToolsRequestSchema, async () => {
     return { tools: TOOLS };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@starascendin/lifeos-mcp",
-  "version": "0.7.51",
+  "version": "0.7.53",
   "description": "MCP server for LifeOS Project Management - manage projects, tasks, notes, and contacts via AI assistants",
   "type": "module",
   "main": "dist/index.js",