PHASE1_IMPLEMENTATION_GUIDE.md•8.56 kB
# Phase 1: Handle-Based Response System - Implementation Guide
## Implementation Summary
Phase 1 has been successfully implemented with the following core components:
### ✅ Completed Components
1. **Response Configuration** (`src/config/response.ts`)
- Verbosity levels: summary, compact, detailed, raw
- Size limits: 25 KB hard limit
- Pagination defaults
- Handle storage TTL: 15 minutes
2. **Type Definitions** (`src/types/index.ts`)
- `VerbosityLevel` type
- `ResponseEnvelope<T>` interface
- `StoredResult` interface
- `BaseToolInput` interface
- `PageInfo` and `ResponseMetadata` interfaces
3. **HandleStorageService** (`src/services/handleStorage.ts`)
- Redis-backed storage for large payloads
- Automatic handle generation: `jn:entity:timestamp:hash`
- TTL management (15 min default)
- Periodic cleanup of expired handles
- Metadata tracking
4. **ResponseBuilder** (`src/utils/responseBuilder.ts`)
- Automatic size detection and handle storage
- Verbosity-based field selection
- Text truncation
- Array sampling
- Summary generation
5. **BaseTool Enhancement** (`src/tools/baseTool.ts`)
- `wrapResponse()` method for automatic optimization
- `hasNewParams()` helper for backward compatibility
- Error handling with ResponseEnvelope
6. **fetchByHandle Tool** (`src/tools/system/fetchByHandle.ts`)
- Retrieves stored data by handle
- Supports field selection and verbosity override
- Returns metadata (age, expiry, size)
## Build Status
```bash
npm run build
# ✅ SUCCESS - 0 errors, 0 warnings
```
## How to Modify Existing Tools
### Example 1: Modify getJobs to use handle-based responses
**Before (current):**
```typescript
async execute(input: GetJobsInput, context: ToolContext): Promise<any> {
// ... fetch and process jobs ...
return {
count: jobs.length,
results: jobs, // Could be 50+ jobs with full details = 200+ KB
};
}
```
**After (with handle support):**
```typescript
interface GetJobsInput extends BaseToolInput {
from?: number;
size?: number;
// ... existing params ...
}
async execute(input: GetJobsInput, context: ToolContext): Promise<any> {
// ... fetch and process jobs ...
const rawResponse = {
count: jobs.length,
total_filtered: filteredJobs.length,
results: jobs,
};
// Wrap with handle logic (automatically stores if > 25 KB)
return await this.wrapResponse(rawResponse, input, context, {
entity: 'jobs',
maxRows: 20, // Only show 20 jobs in summary
pageInfo: {
has_more: hasMore,
current_page: currentPage,
total_pages: totalPages,
},
});
}
```
### Example 2: Modify getJob to support field selection
**Before:**
```typescript
async execute(input: GetJobInput, context: ToolContext): Promise<any> {
const job = await this.client.get(context.apiKey, `jobs/${input.job_id}`);
return {
success: true,
data: job, // Returns ALL 50+ fields
};
}
```
**After:**
```typescript
interface GetJobInput extends BaseToolInput {
job_id: string;
verify_attachments?: boolean;
}
async execute(input: GetJobInput, context: ToolContext): Promise<any> {
const job = await this.client.get(context.apiKey, `jobs/${input.job_id}`);
const response = {
success: true,
data: job,
};
// Wrap with handle logic
return await this.wrapResponse(response, input, context, {
entity: 'jobs',
});
}
```
### Example 3: Add new parameters to tool definitions
```typescript
get definition(): MCPToolDefinition {
return {
name: 'get_jobs',
description: 'Retrieve jobs...',
inputSchema: {
type: 'object',
properties: {
// Existing parameters
from: { type: 'number', description: '...' },
size: { type: 'number', description: '...' },
// NEW: Add BaseToolInput parameters
verbosity: {
type: 'string',
description: 'Response verbosity (summary|compact|detailed|raw). Default: compact',
enum: ['summary', 'compact', 'detailed', 'raw'],
},
fields: {
type: 'string',
description: 'Comma-separated fields to include (e.g., "jnid,number,status")',
},
page_size: {
type: 'number',
description: 'Number of results per page (default: 20, max: 100)',
},
},
},
};
}
```
## Expected Results
### Before (Old System)
```json
// getJobs response: 89 KB (50 jobs, full details)
{
"count": 50,
"results": [
{ /* 50+ fields per job */ },
{ /* 50+ fields per job */ },
// ... 48 more jobs
]
}
```
### After (New System)
```json
// getJobs response: 8 KB (5 jobs summary + handle)
{
"status": "partial",
"summary": {
"count": 50,
"results": [
{ "jnid": "mex...", "number": "1820", "status": "Active", "date_created": "..." },
{ "jnid": "mfp...", "number": "1821", "status": "Lead", "date_created": "..." },
// Only 5 most recent jobs
]
},
"result_handle": "jn:jobs:1729012345:abc12345",
"page_info": {
"has_more": true,
"total": 50,
"current_page": 1,
"total_pages": 3
},
"metadata": {
"verbosity": "compact",
"size_bytes": 8192,
"field_count": 15,
"row_count": 5,
"expires_in_sec": 900,
"tool_name": "get_jobs",
"timestamp": "2025-10-14T23:45:00Z"
}
}
```
### Retrieve Full Data
```typescript
// Use fetch_by_handle to get complete data
const fullData = await fetchByHandle({
handle: "jn:jobs:1729012345:abc12345",
fields: "jnid,number,status,date_created,sales_rep_name", // Optional
verbosity: "detailed" // Optional
});
```
## Testing Checklist
- [ ] **Small response (< 25 KB)**: Returns directly without handle
- [ ] **Large response (> 25 KB)**: Creates handle and returns summary
- [ ] **Verbosity levels**:
- [ ] summary: 5 fields max
- [ ] compact: 15 fields (default)
- [ ] detailed: 50 fields
- [ ] raw: all fields
- [ ] **Field selection**: `fields="jnid,number,status"` returns only those fields
- [ ] **fetchByHandle**: Retrieves stored data correctly
- [ ] **Handle expiration**: Handles expire after 15 minutes
- [ ] **Error handling**: Invalid handles return proper error
## Next Steps (Phase 2)
1. Implement CursorPagination utility
2. Update remaining high-traffic tools:
- `getActivities`
- `getAttachments`
- `getContacts`
- `getEstimates`
3. Add metrics and logging
4. Performance testing with real data
5. Documentation updates
## Usage Examples
### Get jobs with summary verbosity
```typescript
const result = await getJobs({
verbosity: 'summary',
size: 20
});
// Returns: 5 fields max per job
```
### Get jobs with specific fields
```typescript
const result = await getJobs({
fields: 'jnid,number,status,sales_rep_name',
size: 50
});
// Returns: Only specified fields, even if size is large
```
### Get full job details
```typescript
const result = await getJob({
job_id: '1820',
verbosity: 'raw'
});
// Returns: All fields without truncation
```
## Performance Metrics (Expected)
- **Token Reduction**: 70-90% reduction in response sizes
- **Response Time**: < 100ms overhead for handle storage
- **Cache Hit Rate**: 80%+ for repeated queries
- **Memory Usage**: Minimal (Redis handles storage)
## Architecture Benefits
1. **Chat Saturation Prevention**: 25 KB hard limit
2. **Zero Functionality Loss**: All data available via handle
3. **Backward Compatible**: Old parameters still work
4. **Progressive Enhancement**: Tools can be migrated incrementally
5. **Type Safe**: Full TypeScript support
6. **Testable**: Clear interfaces and separation of concerns
## Files Created/Modified
### Created:
- `src/config/response.ts` - Response configuration
- `src/services/handleStorage.ts` - Handle storage service
- `src/utils/responseBuilder.ts` - Response builder utility
- `src/tools/system/fetchByHandle.ts` - Fetch by handle tool
### Modified:
- `src/types/index.ts` - Added new interfaces
- `src/tools/baseTool.ts` - Added wrapResponse method
### Not Modified (but should be in Phase 2):
- `src/tools/jobs/getJobs.ts` - Convert to use wrapResponse
- `src/tools/jobs/getJob.ts` - Convert to use wrapResponse
- `src/tools/activities/getActivities.ts` - Convert to use wrapResponse
- `src/tools/attachments/getAttachments.ts` - Convert to use wrapResponse
- `src/tools/contacts/getContacts.ts` - Convert to use wrapResponse
---
**Status**: ✅ Phase 1 Complete - Ready for Testing
**Build**: ✅ 0 Errors, 0 Warnings
**Next**: Modify existing tools and deploy to production
