SMI Aware Assistant
com.smiaware.mcp/smi-aware-assistantRemote MCP server exposing SMI Aware tools, resources, and skills over Streamable HTTP.
Tools · 40
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 guida…
Verifies the session Personal Access Token (PAT) against the SMI identity endpoint and returns the resolved account identity.
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, …
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.
Lists SMI deep reports with pagination and optional filtering.
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 f…
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.
Submits previously created SMI deep report drafts (Draft status only) for processing.
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: th…
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…
Lists SMI exports with pagination and optional filtering.
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.
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.
Submits previously created SMI export drafts (Draft status only) for processing.
Lists SMI projects with pagination.
Lists the SMI reference set of products.
Lists the SMI reference set of platforms.
Lists the SMI reference set of statuses.
Lists the SMI reference set of relationships.
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 numer…
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…
Lists releases for a given SMI export, with pagination.
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. P…
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…
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 i…
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/…
Attaches a postal address to an SMI subject.
Attaches a phone number to an SMI subject.
Attaches an email address to an SMI subject.
Attaches an alias to an SMI subject.
Attaches a surname to an SMI subject.
Attaches a url to an SMI subject.
Attaches an employer to an SMI subject.
Attaches an employee to an SMI subject (for COMPANY-type subjects).
Attaches a url to an SMI subject employee, referenced by the subjectEmployeeId returned from smi_add_subject_employee.
Attaches an educational institution to an SMI subject.
Attaches a relationship to an SMI subject, using a relationshipId from smi_list_relationships.
Attaches a url to an SMI subject relationship, referenced by the subjectRelationshipId returned from smi_add_subject_relationship.
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 ma…
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 a…
Resources · 3
Live SMI product catalog.
smi://system/products
Order intake reference for SMI Aware — the required and optional API fields for each product (Deep Report, Research Bundle, Export). Use when building or validating an order so nothing required is mis…
smi://skills/order-intake
SMI Aware product knowledge base covering the Research Bundle, Deep Report, and Export products — features, best-fit use cases, delivery expectations, and company facts. Reference material for answeri…
smi://skills/product-knowledge
Prompts · 7
Run a gap analysis on a case matter to decide whether a social media discovery order is warranted with SMI Aware. Calls the smi_analyze tool and relays its RECOMMEND / REVIEW / NO ACTION verdict with …
Connect your SMI Aware API token so tools can use it. Explains how to add the token to this MCP connection for your specific client, then verify it. Use when someone wants to connect, set up, or add t…
Get a new user started with SMI Aware, whether or not they already have a token — asks the token fork, then either walks through connecting with client-specific instructions or collects prospect conta…
Place a social media discovery order with SMI Aware conversationally — Research Bundle, Deep Report, or Export, with one or more subjects. Pre-fills known fields from a prior gap analysis and connecti…
Open the SMI Aware order portal as a hosted interactive form at smiaware.netlify.app, pre-filled with the requestor and subject data from the current session. Use when someone wants to submit through …
Show the SMI Aware product catalog — Research Bundle, Deep Report, and Export — with plain-English guidance on which one fits a given matter. Use when someone asks what SMI Aware offers, what the prod…
Check the live status of an existing SMI Aware order by calling the smi_check_order_complete tool. Use when someone asks whether an order is done, where their report is, or to check progress on an ord…
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How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"smi_aware_assistant": {
"url": "https://mcp.smiaware.com/mcp",
"transport": "streamable-http"
}
}
}