Client Intelligence Hub

Client Intelligence Hub

Central source of truth for all client data. Syncs every connected platform on a schedule, normalizes it into one client workspace, and serves it to MTOS and AI agents over MCP.

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Client Intelligence Hub (MCP Server)

Central source of truth for all client data. Syncs every connected platform on a schedule, normalizes it into one client workspace, and serves it to MTOS and AI agents over MCP. See ARCHITECTURE.md for the full design.

Setup

  1. Database — apply the schema to your Supabase project: paste db/schema.sql into the Supabase SQL editor and run it.

  2. Environment — .env needs (in addition to the existing keys):

    DEFAULT_TENANT_ID=<uuid of your tenant row>
    SCHEDULER_TICK_SECONDS=60        # optional
    SYNC_DISABLED=true               # optional: run API without syncing
    
  3. Seed — create the tenant and first clients (SQL editor):

    insert into tenants (name) values ('Map Ranking') returning id;
    -- put that id in DEFAULT_TENANT_ID, then:
    insert into clients (tenant_id, name, website) values ('<tenant-id>', 'Acme Plumbing', 'https://acmeplumbing.com');
    
  4. Connect a provider — store encrypted credentials in connections and link external accounts to clients via the link_client_account MCP tool (or SQL). Then enable its schedule:

    insert into sync_schedules (tenant_id, provider, interval_minutes) values ('<tenant-id>', 'clickup', 60);
    
  5. Run

    npm install
    npm run dev        # tsx watch
    npm run build && npm start
    

Endpoints

Endpoint Purpose
POST /mcp MCP (Streamable HTTP). Auth: Authorization: Bearer $MCP_SECRET
GET /health Liveness check

Claude Code connection: claude mcp add --transport http hub http://localhost:3001/mcp --header "Authorization: Bearer <secret>"

Layout

db/schema.sql          Postgres schema (canonical store)
src/core/              env, logger, db client
src/lib/crypto.ts      AES-256-GCM for credentials at rest
src/connectors/        Connector SDK + implementations (clickup, gohighlevel, google/*) + stubs
src/store/             Repositories: clients, entities/metrics, assets, sync bookkeeping
src/sync/              Scheduler + sync engine + outbound push queue
src/mcp/server.ts      The 16-tool MCP surface
src/http.ts            Streamable HTTP transport + auth
legacy/                V1 prototype (stateless token-in-params proxy) — reference only

Adding a connector

  1. Create src/connectors/<provider>.ts implementing Connector (see clickup.ts as the template — pull receives decrypted credentials, identity links, and the saved cursor; returns normalized entities/metrics).
  2. Replace its stub entry in src/connectors/registry.ts.
  3. Insert a connections row (encrypted credentials) and a sync_schedules row.

No core changes required.

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