lumis-mcp 1.0.2__tar.gz

lumis_mcp-1.0.2/.gitignore

@@ -0,0 +1,16 @@
+__pycache__/
+*.pyc
+*.pyo
+.env
+.env.*
+*.egg-info/
+dist/
+build/
+.DS_Store
+*.swp
+*.swo
+*~
+.vscode/
+.idea/
+cdk.out/
+.pre-commit-config.yaml

lumis_mcp-1.0.2/LICENSE

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+Lumis AI Proprietary Software License Agreement
+Version 1.0 — Effective October 2024
+
+Copyright (c) 2024-2026 Lumis AI. All rights reserved.
+
+NOTICE: This software and its associated knowledge base content are the
+proprietary intellectual property of Lumis AI. Unauthorized copying,
+reproduction, distribution, modification, reverse engineering, or
+creation of derivative works is strictly prohibited and may result in
+civil and criminal penalties.
+
+1. DEFINITIONS
+
+"Software" means the Lumis MCP server code, including server.py, the
+lumis_mcp package wrapper, and all supporting scripts and configuration.
+
+"Knowledge Base" means all curated content in the knowledge/, agents/,
+and prompts/ directories, including but not limited to module mappings,
+regulatory rules, decision trees, validation rules, gotchas, country
+rules, terminology definitions, agent workflows, and taxonomy data.
+
+"Licensed Use" means connecting to the Lumis MCP server through a
+compatible MCP client (such as Claude Desktop, Claude Code, Claude.ai,
+or OpenAI-compatible clients) for the purpose of querying the Knowledge
+Base, subject to applicable pricing tiers and rate limits.
+
+2. GRANT OF LICENSE
+
+Subject to the terms of this Agreement, Lumis AI grants you a limited,
+non-exclusive, non-transferable, revocable license to use the Software
+solely for Licensed Use. This license does not grant you any ownership
+interest in the Software or Knowledge Base.
+
+3. RESTRICTIONS
+
+You shall NOT:
+
+(a) Copy, reproduce, distribute, publish, display, or transmit any
+    portion of the Software or Knowledge Base except as required for
+    Licensed Use;
+
+(b) Modify, adapt, translate, reverse engineer, decompile, disassemble,
+    or create derivative works based on the Software or Knowledge Base;
+
+(c) Extract, scrape, mine, harvest, or systematically download Knowledge
+    Base content for the purpose of building a competing product, training
+    a machine learning model, populating a database, or any use outside
+    Licensed Use;
+
+(d) Remove, alter, or obscure any copyright, trademark, or other
+    proprietary notices contained in the Software or Knowledge Base;
+
+(e) Sublicense, sell, rent, lease, lend, or otherwise transfer access to
+    the Software or Knowledge Base to any third party without prior
+    written consent from Lumis AI;
+
+(f) Use the Software or Knowledge Base to provide a competing service,
+    whether directly or through an intermediary;
+
+(g) Circumvent, disable, or interfere with any access controls,
+    authentication mechanisms, rate limits, or usage restrictions
+    implemented in the Software.
+
+4. INTELLECTUAL PROPERTY
+
+All right, title, and interest in and to the Software and Knowledge Base,
+including all intellectual property rights therein, are and shall remain
+the exclusive property of Lumis AI. Nothing in this Agreement transfers
+any intellectual property rights to you. The Knowledge Base represents
+substantial investment in research, curation, and domain expertise and
+constitutes trade secrets of Lumis AI.
+
+5. DATA COLLECTION AND PRIVACY
+
+Usage of the Software may be subject to data collection as described in
+the Lumis AI Privacy Policy at https://lumis-lifesciences.com/privacy.
+API key usage, query patterns, and aggregate statistics may be collected
+to improve the service.
+
+6. DISCLAIMER OF WARRANTIES
+
+THE SOFTWARE AND KNOWLEDGE BASE ARE PROVIDED "AS IS" AND "AS AVAILABLE"
+WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT
+LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR
+PURPOSE, ACCURACY, COMPLETENESS, AND NONINFRINGEMENT. LUMIS AI DOES NOT
+WARRANT THAT THE SOFTWARE WILL BE UNINTERRUPTED, ERROR-FREE, OR FREE OF
+HARMFUL COMPONENTS.
+
+THE KNOWLEDGE BASE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT
+CONSTITUTE LEGAL, REGULATORY, OR PROFESSIONAL ADVICE. USERS ARE
+RESPONSIBLE FOR INDEPENDENTLY VERIFYING ALL INFORMATION AND ENSURING
+COMPLIANCE WITH APPLICABLE LAWS AND REGULATIONS.
+
+7. LIMITATION OF LIABILITY
+
+IN NO EVENT SHALL LUMIS AI BE LIABLE FOR ANY INDIRECT, INCIDENTAL,
+SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED
+TO LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, OR GOODWILL, ARISING
+OUT OF OR IN CONNECTION WITH THE USE OR INABILITY TO USE THE SOFTWARE
+OR KNOWLEDGE BASE, REGARDLESS OF THE THEORY OF LIABILITY.
+
+8. TERMINATION
+
+This license is effective until terminated. Lumis AI may terminate this
+license at any time, with or without cause, upon notice. Upon
+termination, you must cease all use of the Software and Knowledge Base
+and destroy all copies in your possession.
+
+9. GOVERNING LAW
+
+This Agreement shall be governed by and construed in accordance with the
+laws of the State of California, United States, without regard to
+conflict of law provisions. Any disputes arising under this Agreement
+shall be subject to the exclusive jurisdiction of the courts located in
+Santa Clara County, California.
+
+10. ENFORCEMENT
+
+Lumis AI reserves the right to enforce this Agreement through all
+available legal remedies, including injunctive relief, without the
+requirement of posting bond. Any breach of Sections 3 or 4 shall
+constitute irreparable harm for which monetary damages would be
+inadequate.
+
+11. ENTIRE AGREEMENT
+
+This Agreement constitutes the entire agreement between you and Lumis AI
+regarding the use of the Software and Knowledge Base and supersedes all
+prior agreements, understandings, and representations.
+
+For licensing inquiries: hello@lumis-lifesciences.com

lumis_mcp-1.0.2/NOTICE

@@ -0,0 +1,34 @@
+Lumis AI — Copyright and Intellectual Property Notice
+
+Copyright (c) 2024-2026 Lumis AI. All rights reserved.
+
+This repository contains proprietary software and curated knowledge base
+content that are the exclusive intellectual property of Lumis AI.
+
+KNOWLEDGE BASE CONTENT
+The knowledge base (knowledge/, agents/, prompts/ directories) contains
+original, curated content representing substantial investment in domain
+research, regulatory analysis, and life sciences CRM expertise. This
+content is protected by copyright law and constitutes trade secrets of
+Lumis AI. Unauthorized copying, extraction, reproduction, or use of this
+content outside the licensed MCP server interface is strictly prohibited.
+
+SOFTWARE
+The server code and package wrapper are proprietary software licensed
+under the terms described in the LICENSE file. Use of this software is
+restricted to connecting via MCP-compatible clients subject to the
+applicable pricing tier.
+
+TRADEMARKS
+"Lumis" and "Lumis AI" are trademarks of Lumis AI. All other trademarks
+referenced in the knowledge base are the property of their respective
+owners and are used for informational purposes only.
+
+THIRD-PARTY NOTICES
+This software depends on:
+- mcp (MIT License) — Model Context Protocol SDK
+- pyyaml (MIT License) — YAML parser
+
+No third-party code is included directly in this repository.
+
+Contact: hello@lumis-lifesciences.com

lumis_mcp-1.0.2/PKG-INFO

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+Metadata-Version: 2.5
+Name: lumis-mcp
+Version: 1.0.2
+Summary: Life sciences CRM migration intelligence — an MCP server with 950+ curated knowledge entries for module mapping, regulatory compliance, validation, and go-live readiness.
+Project-URL: Homepage, https://lumis-lifesciences.com
+Project-URL: Repository, https://github.com/jkapadia-techsterllc/lumis-mcp
+Project-URL: Documentation, https://lumis-lifesciences.com
+Project-URL: Issues, https://github.com/jkapadia-techsterllc/lumis-mcp/issues
+Author-email: Lumis AI <hello@lumis-lifesciences.com>
+License-Expression: LicenseRef-Proprietary
+License-File: LICENSE
+License-File: NOTICE
+Keywords: crm-migration,life-sciences,mcp,model-context-protocol,pharma,regulatory-compliance
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Topic :: Scientific/Engineering :: Medical Science Apps.
+Requires-Python: >=3.10
+Requires-Dist: mcp<3.0,>=1.0
+Requires-Dist: pyyaml>=6.0
+Description-Content-Type: text/markdown
+
+# Lumis — Life Sciences CRM Migration Intelligence
+
+[![PyPI](https://img.shields.io/pypi/v/lumis-mcp)](https://pypi.org/project/lumis-mcp/)
+[![Python](https://img.shields.io/pypi/pyversions/lumis-mcp)](https://pypi.org/project/lumis-mcp/)
+[![License](https://img.shields.io/badge/license-Proprietary-blue)](LICENSE)
+
+<!-- mcp-name: io.github.jkapadia-techsterllc/lumis -->
+
+Lumis is an MCP server that delivers expert-level intelligence for life sciences CRM migrations. It equips AI assistants with a curated knowledge base covering module mapping, regulatory compliance, integration architecture, sync troubleshooting, performance guidance, data validation, decision trees, and operational gotchas — so every recommendation is grounded in domain expertise, not guesswork.
+
+## Quick Start
+
+### Claude Desktop (recommended)
+
+```bash
+pip install lumis-mcp
+```
+
+Add to `claude_desktop_config.json`:
+
+```json
+{
+  "mcpServers": {
+    "lumis": {
+      "command": "lumis-mcp"
+    }
+  }
+}
+```
+
+Restart Claude Desktop. You'll see the Lumis tools in the tool picker.
+
+### Claude Code CLI
+
+```bash
+pip install lumis-mcp
+claude mcp add lumis -- lumis-mcp
+```
+
+### uvx (no install)
+
+```json
+{
+  "mcpServers": {
+    "lumis": {
+      "command": "uvx",
+      "args": ["lumis-mcp"]
+    }
+  }
+}
+```
+
+### Remote (Claude.ai / OpenAI)
+
+Connect to the hosted API at `https://api.lumis-lifesciences.com/mcp` with your API key in the `X-Api-Key` header. Sign up at [lumis-lifesciences.com](https://lumis-lifesciences.com).
+
+## What You Get
+
+| Tool | What it does | Free? |
+|------|-------------|-------|
+| `assess_migration_readiness` | Complexity score, module mappings, gaps, risks, timeline | Yes |
+| `get_taxonomy` | Browse the value chain taxonomy — phases, areas, categories | Yes |
+| `get_terminology` | Map incorrect legacy terms to correct modern platform terms | Yes |
+| `search_knowledge` | Full-text search across 950+ curated entries | |
+| `get_module_mapping` | Legacy module to cloud equivalent with field-level gaps | |
+| `get_gotchas` | Non-obvious pitfalls for a module or country | |
+| `traverse_decision_tree` | Interactive decision trees for module selection, migration paths | |
+| `get_country_rules` | GDPR, APPI, FDA 21 CFR Part 11, EU sample limits, US state rules | |
+| `run_validation` | Diagnose configuration issues from reported symptoms | |
+| `get_agent_workflow` | Structured workflows for migration, implementation, audit, ops | |
+| `plan_multi_country_rollout` | Wave-based rollout — country clustering, sequencing, timelines | |
+| `compare_entities` | Side-by-side: countries, modules, regulatory frameworks | |
+| `plan_system_validation` | CSV/CSA validation plan — GAMP, Part 11, Annex 11, deliverables | |
+
+## Example Prompts
+
+Try these after connecting:
+
+- *"Assess migration readiness for a company using CLM, Samples, Events, and Approved Email across 6 countries with 2,000 users."*
+- *"What are the top gotchas when migrating sample management?"*
+- *"Get the country rules for Germany — GDPR constraints on consent management and sample distribution limits."*
+- *"Plan a 35-country rollout for CLM, Samples, and Events including US and Japan."*
+- *"What does 21 CFR Part 11 require for electronic signatures in sample management?"*
+- *"Compare Germany vs. France — which has stricter sample management requirements?"*
+
+## Knowledge Base
+
+Lumis ships with **950+ curated knowledge entries** spanning the pharma value chain:
+
+- **Module Mapping** — Legacy CRM to cloud platform with field-level gaps
+- **Regulatory Compliance** — 21 CFR Part 11, EU GDPR, Japan APPI, EU sample limits, US state HCP rules
+- **Sync Engine Architecture** — Offline-first patterns, conflict resolution, delta sync
+- **Integration Patterns** — REST API, MDM feeds, SSO/OAuth, ERP, middleware
+- **Performance & Scale** — Data volume planning, governor limits, mobile sync benchmarks
+- **Multi-Country Rollout** — Country clustering, wave sequencing, anti-patterns
+- **Decision Trees** — Module selection, migration path, regulatory compliance
+- **Gotchas** — 65+ non-obvious pitfalls and edge cases
+- **Validation Rules** — Symptom-based diagnostic rules
+- **System Validation (CSV/CSA)** — GAMP 5, Part 11 mapping, risk assessment framework
+
+## Pricing
+
+| Tier | Price | Access |
+|------|-------|--------|
+| **Free** | $0 | Migration assessment + terminology + taxonomy |
+| **Starter** | $49/mo | Full knowledge base — individual consultants |
+| **Professional** | $199/mo | Full KB + priority support — implementation teams |
+| **Enterprise** | Contact sales | Custom knowledge overlays + SLA |
+
+The free tier requires no API key.
+
+## Architecture
+
+```
+lumis-mcp/
+├── server.py              # MCP server with 13 tools
+├── knowledge/             # 950+ entries across 280+ files
+│   ├── _foundation/       # Org strategy, regulatory, terminology, validation
+│   ├── _meta/             # Value chain taxonomy
+│   ├── commercialization/ # CRM, safety, regulated content, market access
+│   └── clinical/          # Clinical development (expanding)
+├── agents/                # 4 agent workflow definitions
+├── prompts/               # Agent persona system prompts
+└── lumis_mcp/             # PyPI package wrapper
+```
+
+## Requirements
+
+- Python 3.10+
+- `mcp>=1.0,<3.0`
+- `pyyaml>=6.0`
+
+## License and Intellectual Property
+
+This software and its knowledge base are **proprietary** and copyright Lumis AI 2024-2026. All rights reserved.
+
+- **Software**: Licensed for use via MCP clients only. See [LICENSE](LICENSE).
+- **Knowledge Base**: 950+ curated entries are trade secrets. Extraction, scraping, reproduction, or use for training ML models is prohibited.
+- **Third-party notices**: See [NOTICE](NOTICE).
+
+Unauthorized copying or redistribution will be pursued under applicable law.
+
+---
+
+Built by [Lumis AI](https://lumis-lifesciences.com) — migration intelligence for life sciences.

lumis_mcp-1.0.2/README.md

@@ -0,0 +1,145 @@
+# Lumis — Life Sciences CRM Migration Intelligence
+
+[![PyPI](https://img.shields.io/pypi/v/lumis-mcp)](https://pypi.org/project/lumis-mcp/)
+[![Python](https://img.shields.io/pypi/pyversions/lumis-mcp)](https://pypi.org/project/lumis-mcp/)
+[![License](https://img.shields.io/badge/license-Proprietary-blue)](LICENSE)
+
+<!-- mcp-name: io.github.jkapadia-techsterllc/lumis -->
+
+Lumis is an MCP server that delivers expert-level intelligence for life sciences CRM migrations. It equips AI assistants with a curated knowledge base covering module mapping, regulatory compliance, integration architecture, sync troubleshooting, performance guidance, data validation, decision trees, and operational gotchas — so every recommendation is grounded in domain expertise, not guesswork.
+
+## Quick Start
+
+### Claude Desktop (recommended)
+
+```bash
+pip install lumis-mcp
+```
+
+Add to `claude_desktop_config.json`:
+
+```json
+{
+  "mcpServers": {
+    "lumis": {
+      "command": "lumis-mcp"
+    }
+  }
+}
+```
+
+Restart Claude Desktop. You'll see the Lumis tools in the tool picker.
+
+### Claude Code CLI
+
+```bash
+pip install lumis-mcp
+claude mcp add lumis -- lumis-mcp
+```
+
+### uvx (no install)
+
+```json
+{
+  "mcpServers": {
+    "lumis": {
+      "command": "uvx",
+      "args": ["lumis-mcp"]
+    }
+  }
+}
+```
+
+### Remote (Claude.ai / OpenAI)
+
+Connect to the hosted API at `https://api.lumis-lifesciences.com/mcp` with your API key in the `X-Api-Key` header. Sign up at [lumis-lifesciences.com](https://lumis-lifesciences.com).
+
+## What You Get
+
+| Tool | What it does | Free? |
+|------|-------------|-------|
+| `assess_migration_readiness` | Complexity score, module mappings, gaps, risks, timeline | Yes |
+| `get_taxonomy` | Browse the value chain taxonomy — phases, areas, categories | Yes |
+| `get_terminology` | Map incorrect legacy terms to correct modern platform terms | Yes |
+| `search_knowledge` | Full-text search across 950+ curated entries | |
+| `get_module_mapping` | Legacy module to cloud equivalent with field-level gaps | |
+| `get_gotchas` | Non-obvious pitfalls for a module or country | |
+| `traverse_decision_tree` | Interactive decision trees for module selection, migration paths | |
+| `get_country_rules` | GDPR, APPI, FDA 21 CFR Part 11, EU sample limits, US state rules | |
+| `run_validation` | Diagnose configuration issues from reported symptoms | |
+| `get_agent_workflow` | Structured workflows for migration, implementation, audit, ops | |
+| `plan_multi_country_rollout` | Wave-based rollout — country clustering, sequencing, timelines | |
+| `compare_entities` | Side-by-side: countries, modules, regulatory frameworks | |
+| `plan_system_validation` | CSV/CSA validation plan — GAMP, Part 11, Annex 11, deliverables | |
+
+## Example Prompts
+
+Try these after connecting:
+
+- *"Assess migration readiness for a company using CLM, Samples, Events, and Approved Email across 6 countries with 2,000 users."*
+- *"What are the top gotchas when migrating sample management?"*
+- *"Get the country rules for Germany — GDPR constraints on consent management and sample distribution limits."*
+- *"Plan a 35-country rollout for CLM, Samples, and Events including US and Japan."*
+- *"What does 21 CFR Part 11 require for electronic signatures in sample management?"*
+- *"Compare Germany vs. France — which has stricter sample management requirements?"*
+
+## Knowledge Base
+
+Lumis ships with **950+ curated knowledge entries** spanning the pharma value chain:
+
+- **Module Mapping** — Legacy CRM to cloud platform with field-level gaps
+- **Regulatory Compliance** — 21 CFR Part 11, EU GDPR, Japan APPI, EU sample limits, US state HCP rules
+- **Sync Engine Architecture** — Offline-first patterns, conflict resolution, delta sync
+- **Integration Patterns** — REST API, MDM feeds, SSO/OAuth, ERP, middleware
+- **Performance & Scale** — Data volume planning, governor limits, mobile sync benchmarks
+- **Multi-Country Rollout** — Country clustering, wave sequencing, anti-patterns
+- **Decision Trees** — Module selection, migration path, regulatory compliance
+- **Gotchas** — 65+ non-obvious pitfalls and edge cases
+- **Validation Rules** — Symptom-based diagnostic rules
+- **System Validation (CSV/CSA)** — GAMP 5, Part 11 mapping, risk assessment framework
+
+## Pricing
+
+| Tier | Price | Access |
+|------|-------|--------|
+| **Free** | $0 | Migration assessment + terminology + taxonomy |
+| **Starter** | $49/mo | Full knowledge base — individual consultants |
+| **Professional** | $199/mo | Full KB + priority support — implementation teams |
+| **Enterprise** | Contact sales | Custom knowledge overlays + SLA |
+
+The free tier requires no API key.
+
+## Architecture
+
+```
+lumis-mcp/
+├── server.py              # MCP server with 13 tools
+├── knowledge/             # 950+ entries across 280+ files
+│   ├── _foundation/       # Org strategy, regulatory, terminology, validation
+│   ├── _meta/             # Value chain taxonomy
+│   ├── commercialization/ # CRM, safety, regulated content, market access
+│   └── clinical/          # Clinical development (expanding)
+├── agents/                # 4 agent workflow definitions
+├── prompts/               # Agent persona system prompts
+└── lumis_mcp/             # PyPI package wrapper
+```
+
+## Requirements
+
+- Python 3.10+
+- `mcp>=1.0,<3.0`
+- `pyyaml>=6.0`
+
+## License and Intellectual Property
+
+This software and its knowledge base are **proprietary** and copyright Lumis AI 2024-2026. All rights reserved.
+
+- **Software**: Licensed for use via MCP clients only. See [LICENSE](LICENSE).
+- **Knowledge Base**: 950+ curated entries are trade secrets. Extraction, scraping, reproduction, or use for training ML models is prohibited.
+- **Third-party notices**: See [NOTICE](NOTICE).
+
+Unauthorized copying or redistribution will be pursued under applicable law.
+
+---
+
+Built by [Lumis AI](https://lumis-lifesciences.com) — migration intelligence for life sciences.

lumis_mcp-1.0.2/agents/audit/workflow.json

@@ -0,0 +1,69 @@
+{
+  "id": "agent-audit",
+  "name": "Configuration Auditor",
+  "persona_prompt": "prompts/operations-specialist.md",
+  "description": "Audits an existing life sciences CRM implementation for configuration gaps, compliance issues, and optimization opportunities. Runs validation rules systematically and produces a scored report.",
+  "platform_knowledge": ["modules", "gotchas", "country-rules", "validation-rules", "terminology"],
+  "workflow": {
+    "phases": [
+      {
+        "phase": 1,
+        "name": "Scope & Inventory",
+        "description": "Identify which modules are deployed and what countries are in scope.",
+        "tools": ["search_knowledge", "get_module_mapping"],
+        "checklist": [
+          "Deployed modules inventoried",
+          "Countries in deployment scope confirmed",
+          "User count and license types documented",
+          "Custom objects and fields inventoried (beyond standard modules)",
+          "Integration touchpoints catalogued"
+        ]
+      },
+      {
+        "phase": 2,
+        "name": "Validation Sweep",
+        "description": "Run all applicable validation rules against current configuration.",
+        "tools": ["run_validation", "get_country_rules"],
+        "scoring": {
+          "pass": "Rule passes — configuration is correct",
+          "warn": "Rule partially passes — non-critical gap found",
+          "fail": "Rule fails — configuration gap could cause issues",
+          "critical": "Rule fails on a compliance-critical item — must fix before production use"
+        },
+        "checklist": [
+          "Sample Management validation rules executed (if module deployed)",
+          "Consent Management validation rules executed (if module deployed)",
+          "Country-specific rules executed for each country in scope",
+          "Each finding categorized: pass / warn / fail / critical",
+          "Evidence captured for each finding"
+        ]
+      },
+      {
+        "phase": 3,
+        "name": "Gotcha Check",
+        "description": "Cross-reference deployed configuration against known gotchas.",
+        "tools": ["get_gotchas", "search_knowledge"],
+        "checklist": [
+          "Each deployed module checked against gotcha database",
+          "Migration-specific gotchas checked (if post-migration audit)",
+          "Mobile-specific gotchas checked (if mobile deployed)",
+          "Integration-specific gotchas checked (if integrations present)",
+          "Each applicable gotcha flagged as: mitigated / at-risk / impacted"
+        ]
+      },
+      {
+        "phase": 4,
+        "name": "Report & Recommendations",
+        "description": "Produce the audit report with prioritized findings and remediation steps.",
+        "tools": ["search_knowledge"],
+        "outputs": ["Audit scorecard (% pass rate)", "Prioritized findings list", "Remediation roadmap"],
+        "report_format": {
+          "executive_summary": "Overall health score and top 3 risks",
+          "findings": "Grouped by severity (Critical → High → Medium → Low)",
+          "each_finding": "Description, evidence, impact, remediation steps, effort estimate",
+          "appendix": "Validation rule results, gotcha check results, raw data"
+        }
+      }
+    ]
+  }
+}

lumis_mcp-1.0.2/agents/implementation/workflow.json

@@ -0,0 +1,68 @@
+{
+  "id": "agent-implementation",
+  "name": "Implementation Consultant",
+  "persona_prompt": "prompts/implementation-consultant.md",
+  "description": "Hands-on technical guidance for configuring, testing, and deploying life sciences CRM modules. Knows the exact settings, field names, and validation checks for each module.",
+  "platform_knowledge": ["modules", "gotchas", "country-rules", "validation-rules", "terminology"],
+  "workflow": {
+    "phases": [
+      {
+        "phase": 1,
+        "name": "Module Configuration",
+        "description": "Configure a specific module following best practices.",
+        "tools": ["get_module_mapping", "run_validation", "get_gotchas"],
+        "checklist": [
+          "Permission sets assigned to correct user profiles",
+          "Page layouts configured for each record type",
+          "Validation rules enabled and tested",
+          "Workflow / Flow automation configured",
+          "Field-level security set for sensitive fields",
+          "Mobile metadata cache includes new objects/fields"
+        ]
+      },
+      {
+        "phase": 2,
+        "name": "Data Migration",
+        "description": "Guide data migration for a specific module.",
+        "tools": ["get_module_mapping", "get_gotchas", "get_country_rules"],
+        "checklist": [
+          "Source-to-target field mapping document complete",
+          "Data cleansing rules defined (duplicates, orphans, invalid values)",
+          "Record type mapping confirmed",
+          "External ID strategy defined for upsert operations",
+          "Test migration run with 10% data sample completed",
+          "Record count reconciliation: source vs target match",
+          "Historical data retention decision documented"
+        ]
+      },
+      {
+        "phase": 3,
+        "name": "Integration Setup",
+        "description": "Configure integrations between target platform and external systems.",
+        "tools": ["search_knowledge", "get_gotchas"],
+        "checklist": [
+          "Integration architecture documented (sync direction, frequency, protocol)",
+          "Authentication method configured (OAuth, Named Credential, certificate)",
+          "Error handling and retry logic defined",
+          "Monitoring and alerting configured",
+          "Integration tested with realistic data volumes",
+          "Rate limit / governor limit assessment completed"
+        ]
+      },
+      {
+        "phase": 4,
+        "name": "Validation & Testing",
+        "description": "Run validation checks and guide testing.",
+        "tools": ["run_validation", "get_gotchas", "get_country_rules"],
+        "checklist": [
+          "All module validation rules pass",
+          "Country-specific compliance checks pass",
+          "End-to-end workflow tested (create → edit → mobile sync → report)",
+          "Offline mobile scenario tested (create offline → sync → verify)",
+          "Performance tested with target data volume",
+          "Security review completed (FLS, sharing rules, CRUD)"
+        ]
+      }
+    ]
+  }
+}