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summarizeWhiteboard

Extract and condense content from Heptabase whiteboards into text or structured formats, optionally including statistics for efficient analysis and review.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formatNotext
includeStatisticsNo
whiteboardIdYes

Implementation Reference

  • Core handler function that fetches whiteboard data via dataService.getWhiteboard and generates the summary by calling appropriate helper functions based on format.
    export async function summarizeWhiteboard( dataService: HeptabaseDataService, params: z.infer<typeof summarizeWhiteboardSchema> ) { const data = await dataService.getWhiteboard(params.whiteboardId, { includeCards: true, includeConnections: true }); let summary = ''; if (params.format === 'text') { summary = await generateTextSummary(data, params); } else { summary = await generateStructuredSummary(data, params); } return { content: [{ type: 'text', text: summary }] };
  • Zod input schema defining parameters: whiteboardId (string, required), format (enum text/structured, optional default 'text'), includeStatistics (boolean, optional default false).
    export const summarizeWhiteboardSchema = z.object({ whiteboardId: z.string(), format: z.enum(['text', 'structured']).optional().default('text'), includeStatistics: z.boolean().optional().default(false) });
  • src/server.ts:683-694 (registration)
    Registers the tool internally (this.tools) and with the MCP server (this.server.tool), providing schema and a wrapper handler that ensures data service initialization before calling the core handler.
    // summarizeWhiteboard tool this.tools.summarizeWhiteboard = { inputSchema: summarizeWhiteboardSchema, handler: async (params) => { await this.ensureDataServiceInitialized(); return summarizeWhiteboard(this.dataService, params); } }; this.server.tool('summarizeWhiteboard', summarizeWhiteboardSchema.shape, async (params: z.infer<typeof summarizeWhiteboardSchema>) => { return this.tools.summarizeWhiteboard.handler(params); });
  • Utility helper to recursively extract text content from nested Heptabase card content structures, used in summary generation.
    }; } async function generateMarkdownExport(data: any, params: any): Promise<string> { const lines: string[] = []; lines.push(`# ${data.whiteboard.name}`); lines.push(''); if (params.includeMetadata) { lines.push('## Metadata'); lines.push(`- Created: ${data.whiteboard.createdTime}`); lines.push(`- Last Modified: ${data.whiteboard.lastEditedTime}`); lines.push(`- Created By: ${data.whiteboard.createdBy}`); lines.push(''); } if (data.cards?.length > 0) { lines.push('## Cards'); lines.push(''); for (const card of data.cards) { lines.push(`### ${card.title}`); const content = JSON.parse(card.content); const text = extractTextFromContent(content); lines.push(text); lines.push(''); } } if (data.connections?.length > 0) { lines.push('## Connections'); lines.push(''); for (const connection of data.connections) { lines.push(`- ${connection.beginId} → ${connection.endId}`); } lines.push(''); } return lines.join('\n'); } async function generateHtmlExport(data: any, params: any): Promise<string> { const lines: string[] = []; lines.push('<!DOCTYPE html>'); lines.push('<html>'); lines.push('<head>'); lines.push(`<title>${data.whiteboard.name}</title>`); lines.push('</head>'); lines.push('<body>'); lines.push(`<h1>${data.whiteboard.name}</h1>`); if (params.includeMetadata) { lines.push('<div class="metadata">'); lines.push(`<p>Created: ${data.whiteboard.createdTime}</p>`); lines.push(`<p>Last Modified: ${data.whiteboard.lastEditedTime}</p>`); lines.push(`<p>Created By: ${data.whiteboard.createdBy}</p>`); lines.push('</div>'); } if (data.cards?.length > 0) { lines.push('<h2>Cards</h2>'); for (const card of data.cards) { lines.push(`<div class="card">`); lines.push(`<h3>${card.title}</h3>`); const content = JSON.parse(card.content); const text = extractTextFromContent(content); lines.push(`<p>${text}</p>`); lines.push('</div>'); } } lines.push('</body>'); lines.push('</html>'); return lines.join('\n'); } async function generateTextSummary(data: any, params: any): Promise<string> { const lines: string[] = []; lines.push(`${data.whiteboard.name}`); lines.push(''); const cardCount = data.cards?.length || 0; const connectionCount = data.connections?.length || 0; lines.push(`Summary: ${cardCount} cards, ${connectionCount} connections`); lines.push(''); if (params.includeStatistics) { let totalWords = 0; let totalChars = 0; if (data.cards) { for (const card of data.cards) { const content = JSON.parse(card.content); const text = extractTextFromContent(content); totalWords += text.split(/\s+/).length; totalChars += text.length; } } lines.push('Statistics:'); lines.push(`- Word count: ${totalWords}`); lines.push(`- Character count: ${totalChars}`); lines.push(''); } if (data.cards?.length > 0) { lines.push('Cards:'); for (const card of data.cards) { lines.push(`- ${card.title}`); } } return lines.join('\n'); } async function generateStructuredSummary(data: any, params: any): Promise<string> { const lines: string[] = []; lines.push('# Summary: ' + data.whiteboard.name); lines.push(''); lines.push('## Overview'); lines.push(`- Total Cards: ${data.cards?.length || 0}`); lines.push(`- Total Connections: ${data.connections?.length || 0}`); lines.push(''); lines.push('## Key Topics'); if (data.cards?.length > 0) { for (const card of data.cards.slice(0, 5)) { lines.push(`- ${card.title}`); } if (data.cards.length > 5) { lines.push(`- ... and ${data.cards.length - 5} more`); } } lines.push(''); lines.push('## Statistics'); const cardCount = data.cards?.length || 0; const connectionCount = data.connections?.length || 0; lines.push(`- ${cardCount} cards`); lines.push(`- ${connectionCount} connections`); if (params.includeStatistics) { // Calculate additional statistics let totalWords = 0; let totalChars = 0; if (data.cards) { for (const card of data.cards) { const content = JSON.parse(card.content); const text = extractTextFromContent(content); totalWords += text.split(/\s+/).length; totalChars += text.length; } } lines.push(`- Word count: ${totalWords}`); lines.push(`- Character count: ${totalChars}`); } return lines.join('\n'); } function extractTextFromContent(content: any): string {
  • Helper function for generating simple text summary, listing whiteboard name, counts, optional stats (word/char count), and card titles.
    async function generateTextSummary(data: any, params: any): Promise<string> { const lines: string[] = []; lines.push(`${data.whiteboard.name}`); lines.push(''); const cardCount = data.cards?.length || 0; const connectionCount = data.connections?.length || 0; lines.push(`Summary: ${cardCount} cards, ${connectionCount} connections`); lines.push(''); if (params.includeStatistics) { let totalWords = 0; let totalChars = 0; if (data.cards) { for (const card of data.cards) { const content = JSON.parse(card.content); const text = extractTextFromContent(content); totalWords += text.split(/\s+/).length; totalChars += text.length; } } lines.push('Statistics:'); lines.push(`- Word count: ${totalWords}`); lines.push(`- Character count: ${totalChars}`); lines.push(''); } if (data.cards?.length > 0) { lines.push('Cards:'); for (const card of data.cards) { lines.push(`- ${card.title}`); } } return lines.join('\n'); }

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