SMI Aware Assistant
Remote MCP server exposing SMI Aware tools, resources, and skills over Streamable HTTP.
| Endpoint | https://mcp.smiaware.com/mcp (streamable-http) |
|---|---|
| Registry version | 0.1.1 |
| Now | 40 tools · grade C (65) · pin ts_a5ddabcdafcbf5c7779fe33afee12141 · protocol 2025-06-18 |
| First / last listed | 2026-10-27 04:48 UTC / 2026-10-27 04:48 UTC |
| Grade over time | 2026-10-27: C (65), 40 tools |
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Tools: onboarding_next_step verify_access smi_get_cowork_instructions submit_contact_request smi_list_deep_reports smi_get_deep_report smi_create_deep_report smi_submit_deep_reports smi_request_upload_url smi_confirm_upload smi_list_exports smi_get_export smi_create_export smi_submit_exports smi_list_projects smi_list_products smi_list_platforms smi_list_statuses smi_list_relationships smi_get_report_findings smi_get_deep_report_releases smi_get_export_releases smi_check_order_complete search fetch smi_analyze smi_add_subject_address smi_add_subject_phone smi_add_subject_email smi_add_subject_alias smi_add_subject_surname smi_add_subject_url smi_add_subject_employer smi_add_subject_employee smi_add_subject_employee_url smi_add_subject_education smi_add_subject_relationship smi_add_subject_relationship_url smi_update_subject smi_get_subject
onboarding_next_step | Pre-connection onboarding helper, callable before any SMI token is set. With no input, returns the fork question "Do you already have an SMI token?" — call again with hasToken: "yes" for connect guidance (then verify_access), or hasToken: "no" for prospect-intake guidance. Runs locally; makes no network calls and never reads or requires credentials. params: hasToken |
verify_access | Verifies the session Personal Access Token (PAT) against the SMI identity endpoint and returns the resolved account identity. params: none |
smi_get_cowork_instructions | Returns a consolidated, copy-paste-ready Markdown system prompt of SMI Aware house rules and a when-to-call-which-tool routing guide, plus exact paste-in locations for Claude Projects/Cowork/Desktop, Cursor, and other clients, so the assistant calls the right smi_* tools automatically. Runs locally; makes no network calls and takes no case data. params: none |
submit_contact_request | Submits a prospect contact request — first name, last name, email, and organization — to SMI so the sales team can follow up. For prospects who do not yet have an SMI Aware token. params: firstName*, lastName*, email*, organization* |
smi_list_deep_reports | Lists SMI deep reports with pagination and optional filtering. params: page, take, status, statusStartDate, statusEndDate, subjectFirstName, subjectLastName, subjectCompanyName, include |
smi_get_deep_report | Fetches a single SMI deep report by id. Research Bundles are deep-report products, so use this tool for a Research Bundle id too rather than constructing a research_bundle: reference for the generic fetch tool. Accepts product-prefixed ids: RB-11751 (Research Bundle) and DR-11751 (Deep Report) both resolve here. params: id*, include |
smi_create_deep_report | Creates one or more SMI deep report drafts from subject orders. Returns the draft ids for review before submission. All orders in one call are filed under a single project; call once per project. params: projectId, orders* |
smi_submit_deep_reports | Submits previously created SMI deep report drafts (Draft status only) for processing. params: ids* |
smi_request_upload_url | Requests a presigned URL for uploading a large deep-report reference file (csv, doc, docx, gif, jpg, jpeg, pdf, png, txt, webp, xls, xlsx) directly to storage. This server never proxies file bytes: the caller must PUT the file to the returned signedUrl, capture the x-amz-version-id response header from that PUT, and then call smi_confirm_upload with that version to persist the upload record. params: deepReportId*, fileName* |
smi_confirm_upload | Confirms a file already PUT to a presigned URL returned by smi_request_upload_url and persists the deep report upload record. Requires the version (the x-amz-version-id response header captured during the PUT). params: deepReportId*, fileName*, version* |
smi_list_exports | Lists SMI exports with pagination and optional filtering. params: page, take, status, statusStartDate, statusEndDate, url, include |
smi_get_export | Fetches a single SMI export by id. Accepts product-prefixed ids: EX-30001 resolves here, while RB and DR ids belong to smi_get_deep_report. params: id*, include |
smi_create_export | Creates one or more SMI export drafts from profile-url orders. Returns the draft ids for review before submission. All orders in one call are filed under a single project; call once per project. params: projectId, orders* |
smi_submit_exports | Submits previously created SMI export drafts (Draft status only) for processing. params: ids* |
smi_list_projects | Lists SMI projects with pagination. params: page, take |
smi_list_products | Lists the SMI reference set of products. params: page, take |
smi_list_platforms | Lists the SMI reference set of platforms. params: page, take |
smi_list_statuses | Lists the SMI reference set of statuses. params: page, take |
smi_list_relationships | Lists the SMI reference set of relationships. params: page, take |
smi_get_report_findings | Lists SMI release findings with pagination and optional filtering by report, platform, scope, and confirmation status. Report filters accept the displayed identifier (RB-11751, DR-402) or a bare numeric id, and platform filters accept a platform name (Facebook) or its numeric id. Each finding includes its summary, profile URL, and screenshot/evidence links. Findings are grouped by report and order params: page, take, reportIds, isScopeRelated, isConfirmed, platformIds |
smi_get_deep_report_releases | Lists releases for a given SMI deep report, with pagination. Each release links its downloadable deliverable files (report PDF, CSV, JSON) and the findings screenshot archive when available — use this tool to fetch the generated report PDF. params: page, take, deepReportId* |
smi_get_export_releases | Lists releases for a given SMI export, with pagination. params: page, take, exportId* |
smi_check_order_complete | Checks the status of a deep report or export record (by its record id, e.g. from smi_create_deep_report draftIds). Returns state = ready | in_progress | draft | failed | unknown and a terminal flag. Poll with bounded attempts and backoff while in_progress; stop as soon as terminal is true (ready or failed) — a failed record will never become ready. Also stop when state is draft: the record was nev params: orderId*, orderType* |
search | Open-ended discovery across SMI deep reports, research bundles, and exports when you do not already have a record id — finds candidates by subject name, url, or keyword and returns typed references to pass to fetch. If you already have a record id from the conversation rather than from a search result, call the specific tool instead: smi_get_deep_report or smi_get_export to read one record, smi_ch params: query* |
fetch | Fetches the full SMI record for a typed reference ("<type>:<id>") that search returned. Pass only an id that appeared in a search result; do not construct one. If you already have a plain SMI record id, use smi_get_deep_report or smi_get_export to read it, or smi_check_order_complete for its readiness. params: id* |
smi_analyze | Scores free-text case notes against 5 weighted gap-analysis signals (no prior SMI order, high-relevance case type, known online presence, date of loss, social media mentioned) and returns a RECOMMEND/REVIEW/NO ACTION verdict, a confidence rating, which signals were/were not detected, a suggested product, and a best-effort orderData prefill (subject, matter id, case type, date of loss, handles/urls params: notes*, weights, thresholds |
smi_add_subject_address | Attaches a postal address to an SMI subject. params: subjectId*, country*, isCurrent*, street1, street2, city, county, state, zip |
smi_add_subject_phone | Attaches a phone number to an SMI subject. params: subjectId*, phone*, extension |
smi_add_subject_email | Attaches an email address to an SMI subject. params: subjectId*, email* |
smi_add_subject_alias | Attaches an alias to an SMI subject. params: subjectId*, alias* |
smi_add_subject_surname | Attaches a surname to an SMI subject. params: subjectId*, name* |
smi_add_subject_url | Attaches a url to an SMI subject. params: subjectId*, url* |
smi_add_subject_employer | Attaches an employer to an SMI subject. params: subjectId*, name*, isCurrent*, position, startMonth, startYear, endMonth, endYear |
smi_add_subject_employee | Attaches an employee to an SMI subject (for COMPANY-type subjects). params: subjectId*, firstName*, lastName*, isCurrent*, middleName, position, startMonth, startYear, endMonth, endYear |
smi_add_subject_employee_url | Attaches a url to an SMI subject employee, referenced by the subjectEmployeeId returned from smi_add_subject_employee. params: subjectEmployeeId*, url* |
smi_add_subject_education | Attaches an educational institution to an SMI subject. params: subjectId*, name*, isCurrent*, major, startMonth, startYear, endMonth, endYear |
smi_add_subject_relationship | Attaches a relationship to an SMI subject, using a relationshipId from smi_list_relationships. params: subjectId*, relationshipId*, firstName*, lastName*, middleName |
smi_add_subject_relationship_url | Attaches a url to an SMI subject relationship, referenced by the subjectRelationshipId returned from smi_add_subject_relationship. params: subjectRelationshipId*, url* |
smi_update_subject | Partially updates an SMI subject via PATCH /subjects/:id. type (PERSON or COMPANY) is required on every call — the SMI backend requires it as a discriminator on every subject PATCH. Editable fields match the API contract: firstName/lastName (or companyName for a COMPANY), birthYear/birthMonth/birthDay, and gender. At least one editable field must be provided. params: subjectId*, type*, firstName, lastName, companyName, birthYear, birthMonth, birthDay, gender |
smi_get_subject | Reads a subject's full profile out of a deep report (no standalone GET /subjects/{id} exists upstream, so the input is a deepReportId, not a subject id). Returns the subject as structured JSON — any atomic field (e.g. date of birth via `subject.birthDate`) can be extracted from it directly. params: deepReportId* |
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