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Heptabase MCP

by LarryStanley

@heptabase/mcp

A Model Context Protocol (MCP) service for interacting with Heptabase backup data. This service allows AI assistants like Claude to search, retrieve, analyze, and export Heptabase whiteboards and cards.

Features

  • 🔍 Search whiteboards and cards
  • 📁 Automatic backup file management
  • 📄 Export to multiple formats (Markdown, JSON, Mermaid)
  • 🔗 Analyze card relationships
  • 📊 Generate whiteboard summaries
  • ⚡ Smart caching for performance

Quick Start

Installation and Setup

  1. Clone and install:
    git clone <repository-url> cd heptabase-mcp npm install
  2. Configure using environment variables:
    cp .env.example .env # Edit .env with your actual paths
  3. Build the project:
    npm run build
  4. Test locally (optional):
    npm start

Using with Claude Desktop

Configure Claude Desktop to use your local build:

Edit your Claude Desktop config file:

  • macOS: ~/Library/Application\ Support/Claude/claude_desktop_config.json
  • Windows: %APPDATA%\Claude\claude_desktop_config.json
  • Linux: ~/.config/Claude/claude_desktop_config.json

Add this configuration:

{ "mcpServers": { "heptabase": { "command": "/path/to/node", "args": ["/path/to/your/heptabase-mcp/dist/index.js"], "env": { "HEPTABASE_BACKUP_PATH": "/path/to/your/heptabase/backups", "HEPTABASE_AUTO_EXTRACT": "true", "HEPTABASE_WATCH_DIRECTORY": "true" } } } }

Important:

  • Replace /path/to/node with your Node.js path (find with which node)
  • Replace /path/to/your/heptabase-mcp with your actual project path
  • Set HEPTABASE_BACKUP_PATH to your Heptabase backup directory

See QUICK_START.md for detailed setup instructions.

Configuration

This project uses a privacy-safe configuration system:

  • Example files (safe for git): claude-config-example.json, .env.example
  • Personal files (gitignored): claude-config-*personal*.json, .env

See CONFIG.md for detailed configuration instructions.

Basic Usage

// Configure backup path await mcpClient.callTool({ name: "configureBackupPath", parameters: { path: "/path/to/your/heptabase/backups" } }); // List available backups const backups = await mcpClient.callTool({ name: "listBackups" }); // Search for whiteboards const whiteboards = await mcpClient.callTool({ name: "searchWhiteboards", parameters: { query: "Project Planning" } }); // Get full whiteboard content const whiteboard = await mcpClient.callTool({ name: "getWhiteboard", parameters: { whiteboardId: "your-whiteboard-id", includeCards: true, includeConnections: true } }); // Export to markdown const markdown = await mcpClient.callTool({ name: "exportWhiteboard", parameters: { whiteboardId: "your-whiteboard-id", format: "markdown" } });

Available Tools

Backup Management

  • configureBackupPath - Set backup directory
  • listBackups - List available backups
  • loadBackup - Load a specific backup

Search Operations

  • searchWhiteboards - Search whiteboards by name or content
  • searchCards - Search cards across all whiteboards

Data Retrieval

  • getWhiteboard - Get complete whiteboard data
  • getCard - Get card content in multiple formats
  • getCardContent - Get card content as resource (bypasses size limits)
  • getCardsByArea - Find cards by position on whiteboard

Export Functions

  • exportWhiteboard - Export to Markdown, JSON, HTML formats
  • summarizeWhiteboard - Generate AI-powered summaries

Analysis Tools

  • analyzeGraph - Analyze card relationships and connections
  • compareBackups - Compare different backup versions

Debug Tools

  • debugInfo - Get system status and diagnostics

Development

Project Structure

heptabase-mcp/ ├── src/ │ ├── index.ts # Main entry point │ ├── server.ts # MCP server implementation │ ├── services/ # Core business logic │ │ ├── BackupManager.ts # Backup file management │ │ └── HeptabaseDataService.ts # Data querying │ ├── tools/ # MCP tool implementations │ ├── types/ # TypeScript definitions │ └── utils/ # Helper functions ├── tests/ # Test suites ├── docs/ # Documentation └── config files # Configuration templates

Testing

# Run all tests npm test # Run tests in watch mode npm run test:watch # Run with coverage npm run test:coverage # Run integration tests npm run test:integration

Building

# Build for production npm run build # Development mode with auto-reload npm run dev # Type checking only npm run type-check

Documentation

Privacy & Security

This project follows privacy-by-design principles:

  • ✅ Personal paths are never committed to git
  • ✅ Backup data stays local on your machine
  • ✅ Configuration templates use safe placeholders
  • ✅ Gitignore protects sensitive files

Requirements

  • Node.js 18+
  • Heptabase with backup exports enabled
  • Claude Desktop (for MCP integration)

Troubleshooting

Common Issues

  • "No backups found" - Check your HEPTABASE_BACKUP_PATH points to the correct directory
  • "Command not found" - Ensure Node.js is installed and paths are correct
  • Claude doesn't see tools - Restart Claude Desktop completely after config changes
  • Build errors - Run npm install and npm run build before using

Debug Mode

Use the debugInfo tool to check system status:

await mcpClient.callTool({ name: "debugInfo" });

Contributing

Contributions are welcome! Please:

  1. Fork the repository
  2. Create a feature branch
  3. Make your changes
  4. Add tests for new functionality
  5. Ensure all tests pass
  6. Submit a pull request

See SPECIFICATION.md for architecture details.

License

MIT License - see LICENSE file for details.

Support


Made with ❤️ for the Heptabase community

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