#!/usr/bin/env python3 """Ten31 CRM MCP server (Workstream C). Exposes CRM reads, retrieval modes, and logged writes to the Claude Agent SDK over MCP (stdio). All logic lives in crm_tools.py (tested independently); this file is the thin transport wrapper. Run: pip install mcp # one-time (MCP Python SDK) CRM_DB_PATH=/data/crm.db python3 backend/mcp/server.py Register with the Agent SDK / Claude Code as an stdio MCP server pointing at this script. NO outbound/contact tools are exposed — that capability is gated to Phase 3 behind the compliance review (CLAUDE.md guardrails #4, #6). """ import os import sys sys.path.insert(0, os.path.dirname(os.path.abspath(__file__))) import crm_tools as t # noqa: E402 import architect_tools as at # noqa: E402 from mcp.server.fastmcp import FastMCP # noqa: E402 mcp = FastMCP("ten31-crm") # ── reads ── @mcp.tool() def get_entity(lp_id: str) -> dict: """Fetch a canonical LP/organization/person entity by id, with its linked source records and interaction count.""" return t.get_entity(lp_id) @mcp.tool() def search_records(query: str = "", entity_kind: str = "", limit: int = 20) -> dict: """Structured search over canonical entities by name substring and kind ('lp' | 'organization' | 'person').""" return t.search_records(query=query or None, entity_kind=entity_kind or None, limit=limit) @mcp.tool() def get_interaction_history(lp_id: str, limit: int = 20) -> dict: """Merged, dated interaction history (communications + fundraising grid notes) for a canonical entity.""" return t.get_interaction_history(lp_id, limit=limit) @mcp.tool() def get_investor_contacts(lp_id: str) -> dict: """List all contacts (people) belonging to an investor entity — the one-investor-to-many-contacts relationship (e.g. a family office's several people).""" return t.get_investor_contacts(lp_id) # ── retrieval modes ── @mcp.tool() def hybrid_search(query: str, top_k: int = 8, lp_id: str = "", doc_type: str = "", date_from: int = 0, date_to: int = 0) -> dict: """Dense + BM25 + rerank retrieval (default; best for entity-heavy queries). Optional filters: lp_id, doc_type, date_from/date_to (epoch seconds).""" return t.hybrid_search(query, top_k=top_k, lp_id=lp_id or None, doc_type=doc_type or None, date_from=date_from or None, date_to=date_to or None) @mcp.tool() def semantic_search(query: str, top_k: int = 8, lp_id: str = "", doc_type: str = "") -> dict: """Dense-only retrieval (high recall).""" return t.semantic_search(query, top_k=top_k, lp_id=lp_id or None, doc_type=doc_type or None) @mcp.tool() def keyword_search(query: str, top_k: int = 8, lp_id: str = "", doc_type: str = "") -> dict: """High-precision lexical retrieval (sparse leg + rerank).""" return t.keyword_search(query, top_k=top_k, lp_id=lp_id or None, doc_type=doc_type or None) # ── writes (logged) ── @mcp.tool() def log_interaction(action: str, actor_type: str = "agent", actor_id: str = "", target_id: str = "", payload: dict = None, source: str = "mcp") -> dict: """Append an entry to the append-only interaction log (guardrail #5).""" return t.log_interaction(action, actor_type=actor_type, actor_id=actor_id or None, target_id=target_id or None, payload=payload, source=source) @mcp.tool() def set_entity_enrichment(lp_id: str, fields: dict, actor_id: str = "analyst") -> dict: """One-way enrichment write into a canonical entity (thesis_fit, segment, warmth_score, accreditation_status, etc.). Logged automatically.""" return t.set_entity_enrichment(lp_id, fields, actor_id=actor_id) # ── Architect thesis tools (Phase 1; drafts only — no approve/promote here) ── @mcp.tool() def get_thesis(line_key: str) -> dict: """Fetch a thesis line and its node tree (throughline → sections → claims → proof-points).""" return at.get_thesis(line_key) @mcp.tool() def list_thesis_lines() -> dict: """List all thesis lines (the core spine + per-segment lines).""" return at.list_thesis_lines() @mcp.tool() def get_canonical_thesis(line_key: str) -> dict: """The current partner-APPROVED canonical thesis for a line. Fails closed if none approved.""" return at.get_canonical_thesis(line_key) @mcp.tool() def get_review_feedback(version_id: str) -> dict: """Partners' reviews/feedback on a thesis version — what to iterate on.""" return at.get_review_feedback(version_id) @mcp.tool() def create_thesis_line(line_key: str, name: str, segment_key: str = "", is_core: bool = False, description: str = "") -> dict: """Create a new thesis line (a narrative, e.g. the core spine or a per-segment line).""" return at.create_thesis_line(line_key, name, segment_key=segment_key or None, is_core=is_core, description=description or None) @mcp.tool() def upsert_thesis_node(line_id: str, node_type: str, body: str, title: str = "", parent_id: str = "", node_id: str = "", variant_group: str = "", change_reason: str = "") -> dict: """Create or edit a thesis node (a claim, section, proof-point, etc.). Edits are revisioned.""" return at.upsert_thesis_node(line_id, node_type, body, title=title or None, parent_id=parent_id or None, node_id=node_id or None, variant_group=variant_group or None, change_reason=change_reason or None) @mcp.tool() def create_thesis_version(line_key: str, rationale: str = "") -> dict: """Freeze the current node tree into an immutable DRAFT version (stays draft until a human approves).""" return at.create_thesis_version(line_key, rationale=rationale or None) @mcp.tool() def submit_version_for_review(version_id: str) -> dict: """Move a draft thesis version to 'in_review' so the partners can weigh in. Cannot make it canonical.""" return at.submit_version_for_review(version_id) @mcp.tool() def list_segments() -> dict: """List active LP segment definitions.""" return at.list_segments() @mcp.tool() def upsert_segment(segment_key: str, name: str, definition: str = "", needs_to_hear: str = "", avoid: str = "") -> dict: """Create/replace an LP segment's active definition.""" return at.upsert_segment(segment_key, name, definition=definition or None, needs_to_hear=needs_to_hear or None, avoid=avoid or None) if __name__ == "__main__": mcp.run()