acuity-mcp-server 1.0.0

package/dist/tools/acuity-init.js

@@ -0,0 +1,239 @@
+/**
+ * MCP Tool: acuity_init
+ * Initializes LLM context with minimal schema information
+ *
+ * Returns:
+ * - Company name
+ * - Entity counts (projects, risks, issues, lessons_learned, status_reports)
+ * - All enum values for filtering
+ * - Lookup table counts
+ * - Available tools
+ *
+ * This tool should be called first to give LLM understanding of available data.
+ * Target size: ~700-800 tokens
+ */
+/**
+ * GraphQL query to get all counts in a single request
+ */
+const COUNTS_QUERY = `
+  query GetInitCounts {
+    # Company info (first accessible company)
+    companies(limit: 1) {
+      name
+      currency_code
+      currency_locale
+    }
+
+    # Projects count (only project_type = 'project')
+    projects_aggregate(where: { project_type: { _eq: "project" } }) {
+      aggregate { count }
+    }
+
+    # Proposals count (only project_type = 'proposal')
+    proposals_aggregate: projects_aggregate(where: { project_type: { _eq: "proposal" } }) {
+      aggregate { count }
+    }
+
+    # Project risks count
+    project_risks_aggregate: risks_aggregate(where: { project: { project_type: { _eq: "project" } } }) {
+      aggregate { count }
+    }
+
+    # Proposal risks count
+    proposal_risks_aggregate: risks_aggregate(where: { project: { project_type: { _eq: "proposal" } } }) {
+      aggregate { count }
+    }
+
+    # Project issues count
+    project_issues_aggregate: issues_aggregate(where: { project: { project_type: { _eq: "project" } } }) {
+      aggregate { count }
+    }
+
+    # Proposal issues count
+    proposal_issues_aggregate: issues_aggregate(where: { project: { project_type: { _eq: "proposal" } } }) {
+      aggregate { count }
+    }
+
+    # Lessons learned count
+    project_learned_lessons_aggregate {
+      aggregate { count }
+    }
+
+    # Status reports count
+    status_reports_aggregate {
+      aggregate { count }
+    }
+
+    # Lookup table counts
+    departments_aggregate {
+      aggregate { count }
+    }
+
+    categories_aggregate {
+      aggregate { count }
+    }
+
+    strategic_objectives_aggregate {
+      aggregate { count }
+    }
+
+    lifecycles_aggregate {
+      aggregate { count }
+    }
+
+    project_priorities_aggregate {
+      aggregate { count }
+    }
+  }
+`;
+/**
+ * Acuity init handler
+ */
+export async function acuityInit(hasuraClient) {
+    // Execute counts query
+    const result = await hasuraClient.query(COUNTS_QUERY, {});
+    const company = result.companies[0];
+    const companyName = company?.name || 'Unknown Company';
+    const currencyCode = company?.currency_code || 'USD';
+    const currencyLocale = company?.currency_locale || 'en';
+    return {
+        company: companyName,
+        currency_code: currencyCode,
+        currency_locale: currencyLocale,
+        entities: {
+            projects: {
+                count: result.projects_aggregate.aggregate.count,
+                description: 'Active projects (project_type = "project")',
+                filterable_by: [
+                    'state', 'health_status', 'schedule_status', 'budget_status',
+                    'quality_status', 'portfolio_id', 'department_id', 'category_id', 'project_manager_id'
+                ],
+                has_counts: [
+                    'open_risks_count', 'closed_risks_count', 'total_risks_count',
+                    'open_issues_count', 'closed_issues_count', 'total_issues_count',
+                    'open_benefits_count', 'closed_benefits_count', 'total_benefits_count',
+                    'total_lessons_count'
+                ],
+                related: ['status_reports', 'risks', 'issues', 'lessons_learned']
+            },
+            proposals: {
+                count: result.proposals_aggregate.aggregate.count,
+                description: 'Project proposals awaiting approval (project_type = "proposal")',
+                filterable_by: [
+                    'proposal_state', 'funding', 'portfolio_id', 'department_id', 'category_id'
+                ],
+                related: ['risks', 'issues']
+            },
+            project_risks: {
+                count: result.project_risks_aggregate.aggregate.count,
+                description: 'Risks associated with active projects',
+                filterable_by: ['status', 'priority', 'severity', 'likelihood', 'risk_response', 'project_id']
+            },
+            proposal_risks: {
+                count: result.proposal_risks_aggregate.aggregate.count,
+                description: 'Risks associated with proposals',
+                filterable_by: ['status', 'priority', 'severity', 'likelihood', 'risk_response', 'project_id']
+            },
+            project_issues: {
+                count: result.project_issues_aggregate.aggregate.count,
+                description: 'Issues associated with active projects',
+                filterable_by: ['status', 'priority', 'project_id']
+            },
+            proposal_issues: {
+                count: result.proposal_issues_aggregate.aggregate.count,
+                description: 'Issues associated with proposals',
+                filterable_by: ['status', 'priority', 'project_id']
+            },
+            lessons_learned: {
+                count: result.project_learned_lessons_aggregate.aggregate.count,
+                description: 'Lessons learned from projects',
+                filterable_by: ['project_id', 'project_phase_id']
+            },
+            status_reports: {
+                count: result.status_reports_aggregate.aggregate.count,
+                description: 'Status updates with health indicators and commentary',
+                filterable_by: ['project_id', 'health_status', 'schedule_status', 'budget_status', 'quality_status']
+            }
+        },
+        // Hardcoded enums - verified against Rails models and frontend configs
+        enums: {
+            // Project enums
+            '// Project enums': '',
+            state: ['active', 'hold', 'completed', 'cancelled', 'pending'],
+            project_type: ['project', 'proposal'],
+            proposal_state: ['draft', 'final', 'deferred', 'cancelled', 'approved'],
+            funding: ['planning', 'funded', 'unfunded'],
+            financial_class: ['capital', 'operational'],
+            // Stoplight enums (used in projects and status_reports)
+            '// Stoplight enums': '',
+            health_status: ['green', 'yellow', 'red', 'gray'],
+            'health_status_meanings': 'green=healthy, yellow=caution, red=critical, gray=unknown',
+            schedule_status: ['yellow', 'green', 'red', 'gray'],
+            'schedule_status_meanings': 'yellow=on_schedule, green=ahead_of_schedule, red=behind_schedule, gray=unknown',
+            budget_status: ['yellow', 'green', 'red', 'gray'],
+            'budget_status_meanings': 'yellow=on_budget, green=under_budget, red=over_budget, gray=unknown',
+            quality_status: ['green', 'yellow', 'red', 'gray'],
+            scope_stoplight_status: ['green', 'yellow', 'red', 'gray'],
+            risk_stoplight_status: ['green', 'yellow', 'red', 'gray'],
+            resource_stoplight_status: ['green', 'yellow', 'red', 'gray'],
+            benefits_stoplight_status: ['green', 'yellow', 'red', 'gray'],
+            // Risk enums
+            '// Risk enums': '',
+            risk_status: ['open', 'closed', 'realized'],
+            risk_response: ['mitigate', 'accept', 'avoid', 'watch', 'transfer'],
+            severity: ['very_low', 'low', 'medium', 'high', 'very_high'],
+            likelihood: ['very_low', 'low', 'medium', 'high', 'very_high'],
+            // Issue enums
+            '// Issue enums': '',
+            issue_status: ['open', 'closed', 'resolved'],
+            // Shared enums
+            '// Shared enums (risks & issues)': '',
+            priority: ['very_low', 'low', 'medium', 'high', 'critical']
+        },
+        lookup_tables: {
+            departments: result.departments_aggregate.aggregate.count,
+            categories: result.categories_aggregate.aggregate.count,
+            strategic_objectives: result.strategic_objectives_aggregate.aggregate.count,
+            lifecycles: result.lifecycles_aggregate.aggregate.count,
+            project_priorities: result.project_priorities_aggregate.aggregate.count
+        },
+        available_tools: [
+            'acuity_init',
+            'list_projects',
+            'get_project',
+            'list_risks',
+            'list_issues',
+            'list_lessons_learned',
+            'get_status_reports',
+            'get_lookup_values'
+        ]
+    };
+}
+/**
+ * MCP tool definition for acuity_init
+ */
+export const acuityInitTool = {
+    name: 'acuity_init',
+    description: `
+Initialize context for working with Acuity project management data.
+
+ALWAYS call this tool first before any other data tools to understand:
+- Company name, currency_code (USD, EUR, etc.) and currency_locale (en, de, etc.)
+- What entities exist and their counts
+- What fields can be filtered by
+- All valid enum values for filtering
+- What lookup tables are available
+- What tools you can use
+
+IMPORTANT: Use currency_code and currency_locale to format financial values appropriately.
+For example, if currency_code is "EUR" and locale is "de", format as "1.234,56 €".
+
+This provides the schema context needed to construct valid queries.
+  `.trim(),
+    inputSchema: {
+        type: 'object',
+        properties: {},
+        // No required parameters - this is a context initialization tool
+    }
+};
+//# sourceMappingURL=acuity-init.js.map

package/dist/tools/acuity-init.js.map

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package/dist/tools/get-dashboard-summary.d.ts

@@ -0,0 +1,96 @@
+/**
+ * MCP Tool: get_dashboard_summary
+ * Returns aggregated portfolio metrics and project statistics
+ *
+ * Provides high-level overview of:
+ * - Project counts by state and health status
+ * - Risk and issue summaries
+ * - Financial totals
+ */
+import type { HasuraClient } from '../clients/hasura-client.js';
+export type ProjectType = 'project' | 'proposal' | 'all';
+export interface GetDashboardSummaryInput {
+    project_type?: ProjectType;
+    portfolio_id?: number;
+    department_id?: number;
+}
+export interface DashboardSummary {
+    projects: {
+        total: number;
+        by_state: {
+            active: number;
+            hold: number;
+            completed: number;
+            cancelled: number;
+            pending: number;
+        };
+        by_health: {
+            green: number;
+            yellow: number;
+            red: number;
+            gray: number;
+        };
+        by_schedule: {
+            on_schedule: number;
+            ahead: number;
+            behind: number;
+            unknown: number;
+        };
+        by_budget: {
+            on_budget: number;
+            under_budget: number;
+            over_budget: number;
+            unknown: number;
+        };
+    };
+    risks: {
+        total: number;
+        open: number;
+        closed: number;
+        realized: number;
+        high_priority: number;
+    };
+    issues: {
+        total: number;
+        open: number;
+        closed: number;
+        resolved: number;
+        high_priority: number;
+    };
+    financials: {
+        total_cost_planned: number;
+        total_cost_actual: number;
+        total_benefits_planned: number;
+        total_benefits_actual: number;
+    };
+    filter: {
+        project_type: 'project' | 'proposal' | 'all';
+        portfolio_id?: number;
+        department_id?: number;
+    };
+}
+export declare function getDashboardSummary(input: GetDashboardSummaryInput, hasuraClient: HasuraClient): Promise<DashboardSummary>;
+export declare const getDashboardSummaryTool: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: string;
+        properties: {
+            project_type: {
+                type: string;
+                enum: string[];
+                description: string;
+                default: string;
+            };
+            portfolio_id: {
+                type: string;
+                description: string;
+            };
+            department_id: {
+                type: string;
+                description: string;
+            };
+        };
+    };
+};
+//# sourceMappingURL=get-dashboard-summary.d.ts.map

package/dist/tools/get-dashboard-summary.d.ts.map

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package/dist/tools/get-dashboard-summary.js

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+/**
+ * MCP Tool: get_dashboard_summary
+ * Returns aggregated portfolio metrics and project statistics
+ *
+ * Provides high-level overview of:
+ * - Project counts by state and health status
+ * - Risk and issue summaries
+ * - Financial totals
+ */
+// ============================================================================
+// GraphQL Query
+// ============================================================================
+function buildDashboardQuery(whereClause) {
+    return `
+    query GetDashboardSummary {
+      # Total projects
+      total: projects_aggregate(where: ${whereClause}) {
+        aggregate { count }
+      }
+
+      # By state
+      active: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 0 } }] }) {
+        aggregate { count }
+      }
+      hold: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 1 } }] }) {
+        aggregate { count }
+      }
+      completed: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 2 } }] }) {
+        aggregate { count }
+      }
+      cancelled: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 3 } }] }) {
+        aggregate { count }
+      }
+      pending: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 4 } }] }) {
+        aggregate { count }
+      }
+
+      # By health status (0=green, 1=yellow, 2=red, 3=gray)
+      health_green: projects_aggregate(where: { _and: [${whereClause}, { health_status: { _eq: 0 } }] }) {
+        aggregate { count }
+      }
+      health_yellow: projects_aggregate(where: { _and: [${whereClause}, { health_status: { _eq: 1 } }] }) {
+        aggregate { count }
+      }
+      health_red: projects_aggregate(where: { _and: [${whereClause}, { health_status: { _eq: 2 } }] }) {
+        aggregate { count }
+      }
+      health_gray: projects_aggregate(where: { _and: [${whereClause}, { health_status: { _eq: 3 }, _or: { health_status: { _is_null: true } } }] }) {
+        aggregate { count }
+      }
+
+      # By schedule status (0=on/yellow, 1=ahead/green, 2=behind/red, 3=gray)
+      schedule_on: projects_aggregate(where: { _and: [${whereClause}, { schedule_status: { _eq: 0 } }] }) {
+        aggregate { count }
+      }
+      schedule_ahead: projects_aggregate(where: { _and: [${whereClause}, { schedule_status: { _eq: 1 } }] }) {
+        aggregate { count }
+      }
+      schedule_behind: projects_aggregate(where: { _and: [${whereClause}, { schedule_status: { _eq: 2 } }] }) {
+        aggregate { count }
+      }
+      schedule_unknown: projects_aggregate(where: { _and: [${whereClause}, { schedule_status: { _eq: 3 }, _or: { schedule_status: { _is_null: true } } }] }) {
+        aggregate { count }
+      }
+
+      # By budget status (0=on/yellow, 1=under/green, 2=over/red, 3=gray)
+      budget_on: projects_aggregate(where: { _and: [${whereClause}, { budget_status: { _eq: 0 } }] }) {
+        aggregate { count }
+      }
+      budget_under: projects_aggregate(where: { _and: [${whereClause}, { budget_status: { _eq: 1 } }] }) {
+        aggregate { count }
+      }
+      budget_over: projects_aggregate(where: { _and: [${whereClause}, { budget_status: { _eq: 2 } }] }) {
+        aggregate { count }
+      }
+      budget_unknown: projects_aggregate(where: { _and: [${whereClause}, { budget_status: { _eq: 3 }, _or: { budget_status: { _is_null: true } } }] }) {
+        aggregate { count }
+      }
+
+      # Financial totals (active projects only)
+      financials: projects_aggregate(where: { _and: [${whereClause}, { state: { _eq: 0 } }] }) {
+        aggregate {
+          sum {
+            cost
+            cost_actual
+            financial_benefits
+            financial_benefits_actual
+          }
+        }
+      }
+
+      # Risks
+      risks_total: risks_aggregate {
+        aggregate { count }
+      }
+      risks_open: risks_aggregate(where: { status: { _eq: 0 } }) {
+        aggregate { count }
+      }
+      risks_closed: risks_aggregate(where: { status: { _eq: 1 } }) {
+        aggregate { count }
+      }
+      risks_realized: risks_aggregate(where: { status: { _eq: 2 } }) {
+        aggregate { count }
+      }
+      risks_high_priority: risks_aggregate(where: { priority: { _gte: 3 } }) {
+        aggregate { count }
+      }
+
+      # Issues
+      issues_total: issues_aggregate {
+        aggregate { count }
+      }
+      issues_open: issues_aggregate(where: { status: { _eq: 0 } }) {
+        aggregate { count }
+      }
+      issues_closed: issues_aggregate(where: { status: { _eq: 1 } }) {
+        aggregate { count }
+      }
+      issues_resolved: issues_aggregate(where: { status: { _eq: 2 } }) {
+        aggregate { count }
+      }
+      issues_high_priority: issues_aggregate(where: { priority: { _gte: 3 } }) {
+        aggregate { count }
+      }
+    }
+  `;
+}
+// ============================================================================
+// Helper Functions
+// ============================================================================
+function centsToDollars(cents) {
+    return (cents || 0) / 100;
+}
+// ============================================================================
+// Main Handler
+// ============================================================================
+export async function getDashboardSummary(input, hasuraClient) {
+    const { project_type = 'project', portfolio_id, department_id } = input;
+    // Build where conditions for project filters
+    const conditions = [];
+    // Filter by project_type (default: 'project', use 'all' to see both)
+    if (project_type !== 'all') {
+        conditions.push(`{ project_type: { _eq: "${project_type}" } }`);
+    }
+    if (portfolio_id !== undefined) {
+        conditions.push(`{ portfolio_id: { _eq: ${portfolio_id} } }`);
+    }
+    if (department_id !== undefined) {
+        conditions.push(`{ department_id: { _eq: ${department_id} } }`);
+    }
+    const whereClause = conditions.length === 0
+        ? '{}'
+        : conditions.length === 1
+            ? conditions[0]
+            : `{ _and: [${conditions.join(', ')}] }`;
+    const query = buildDashboardQuery(whereClause);
+    const result = await hasuraClient.query(query, {});
+    return {
+        projects: {
+            total: result.total.aggregate.count,
+            by_state: {
+                active: result.active.aggregate.count,
+                hold: result.hold.aggregate.count,
+                completed: result.completed.aggregate.count,
+                cancelled: result.cancelled.aggregate.count,
+                pending: result.pending.aggregate.count
+            },
+            by_health: {
+                green: result.health_green.aggregate.count,
+                yellow: result.health_yellow.aggregate.count,
+                red: result.health_red.aggregate.count,
+                gray: result.health_gray.aggregate.count
+            },
+            by_schedule: {
+                on_schedule: result.schedule_on.aggregate.count,
+                ahead: result.schedule_ahead.aggregate.count,
+                behind: result.schedule_behind.aggregate.count,
+                unknown: result.schedule_unknown.aggregate.count
+            },
+            by_budget: {
+                on_budget: result.budget_on.aggregate.count,
+                under_budget: result.budget_under.aggregate.count,
+                over_budget: result.budget_over.aggregate.count,
+                unknown: result.budget_unknown.aggregate.count
+            }
+        },
+        risks: {
+            total: result.risks_total.aggregate.count,
+            open: result.risks_open.aggregate.count,
+            closed: result.risks_closed.aggregate.count,
+            realized: result.risks_realized.aggregate.count,
+            high_priority: result.risks_high_priority.aggregate.count
+        },
+        issues: {
+            total: result.issues_total.aggregate.count,
+            open: result.issues_open.aggregate.count,
+            closed: result.issues_closed.aggregate.count,
+            resolved: result.issues_resolved.aggregate.count,
+            high_priority: result.issues_high_priority.aggregate.count
+        },
+        financials: {
+            total_cost_planned: centsToDollars(result.financials.aggregate.sum.cost),
+            total_cost_actual: centsToDollars(result.financials.aggregate.sum.cost_actual),
+            total_benefits_planned: centsToDollars(result.financials.aggregate.sum.financial_benefits),
+            total_benefits_actual: centsToDollars(result.financials.aggregate.sum.financial_benefits_actual)
+        },
+        filter: {
+            project_type,
+            portfolio_id,
+            department_id
+        }
+    };
+}
+// ============================================================================
+// Tool Definition
+// ============================================================================
+export const getDashboardSummaryTool = {
+    name: 'get_dashboard_summary',
+    description: `
+Get aggregated portfolio metrics and project/proposal statistics.
+
+Provides a high-level overview perfect for executive summaries or quick health checks.
+
+RETURNS:
+- projects: counts by state, health, schedule, and budget status
+- risks: total, open/closed/realized, high priority count
+- issues: total, open/closed/resolved, high priority count
+- financials: total planned vs actual costs and benefits (in dollars)
+
+OPTIONAL FILTERS:
+- project_type: "project" (default), "proposal", or "all"
+- portfolio_id: Filter to specific portfolio
+- department_id: Filter to specific department
+
+EXAMPLES:
+- "Give me a portfolio overview" → (no filters - all projects)
+- "Dashboard for proposals" → project_type: "proposal"
+- "Dashboard for Engineering department" → department_id: 5
+- "Summary for portfolio 12" → portfolio_id: 12
+- "Overall summary (projects + proposals)" → project_type: "all"
+- "How many projects are behind schedule?" → Use by_schedule.behind from response
+- "What's our financial status?" → Use financials from response
+  `.trim(),
+    inputSchema: {
+        type: 'object',
+        properties: {
+            project_type: {
+                type: 'string',
+                enum: ['project', 'proposal', 'all'],
+                description: 'Type to summarize: "project" (default), "proposal", or "all"',
+                default: 'project'
+            },
+            portfolio_id: {
+                type: 'number',
+                description: 'Filter to specific portfolio'
+            },
+            department_id: {
+                type: 'number',
+                description: 'Filter to specific department'
+            }
+        }
+    }
+};
+//# sourceMappingURL=get-dashboard-summary.js.map

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