Attio MCP Server

# Test Execution Process & Workflow > **Context:** Step-by-step operational procedures for executing the QA test plan > **Prerequisites:** [Test Strategy](./02-strategy.md) - Understanding of priority framework and phases > **Next Steps:** [Test Cases](./04-test-cases/) or [Reference Materials](./07-reference/) ## Test Execution Process This document provides the operational workflow for executing QA tests systematically, from environment setup through results documentation. ### Pre-Test Setup #### 1. Environment Verification - Verify MCP server accessibility - Test basic connectivity with a simple search - Confirm API key and permissions #### 2. Test Data Preparation - Create test records for each resource type - Use timestamp-based naming to avoid conflicts - Document created record IDs for reference - **Setup Guide:** [Test Data Setup](./07-reference/test-data-setup.md) for detailed commands - **Quick Commands:** [Copy-paste commands](./07-reference/quick-commands.md) for fast setup - **Resource Schemas:** [Resource Types Guide](./07-reference/resource-types.md) for field requirements #### 3. Test Execution Dashboard Create and maintain this dashboard throughout testing: ```markdown ## Test Execution Dashboard - [Date] Priority | Total | Completed | Passed | Failed | Time | Status ---------|-------|-----------|--------|--------|------|-------- P0 | 5 | 0 | 0 | 0 | 0:00 | PENDING P1 | 4 | 0 | 0 | 0 | 0:00 | BLOCKED P2 | 5 | 0 | 0 | 0 | 0:00 | BLOCKED ``` ### Test Execution Workflow #### Priority 0 (P0) - Core Foundation **Must Complete:** All 5 tests pass (100%) 1. **TC-001:** Search Records - Basic search functionality 2. **TC-002:** Get Record Details - Retrieve specific records 3. **TC-003:** Create Records - Create new records 4. **TC-004:** Update Records - Modify existing records 5. **TC-005:** Delete Records - Remove records **Quality Gate:** If any P0 test fails, STOP - system not ready **Decision Framework:** [Quality Gates](./05-quality-gates.md) for escalation procedures **Resources:** - **Detailed Test Cases:** [P0 Core Tests](./04-test-cases/p0-core-tests.md) - **Quick Commands:** [P0 Commands](./07-reference/quick-commands.md#p0-core-test-commands) - **Bug Reporting:** [Issue Templates](./06-bug-reporting.md) for failures #### Priority 1 (P1) - Essential Extensions **Target:** 80% pass rate (3/4 tests) 1. **TC-006:** Get Attributes - Schema information 2. **TC-007:** Discover Attributes - Dynamic schema discovery 3. **TC-008:** Get Detailed Info - Specific information types 4. **TC-009:** Advanced Search - Complex search operations **Resources:** - **Detailed Test Cases:** [P1 Essential Tests](./04-test-cases/p1-essential-tests.md) - **Quick Commands:** [P1 Commands](./07-reference/quick-commands.md#p1-essential-test-commands) - **Tool Reference:** [Schema Tools](./07-reference/tool-reference.md) for parameters #### Priority 2 (P2) - Advanced Features **Target:** 50% pass rate (3/5 tests) 1. **TC-010:** Search by Relationship - Related record searches 2. **TC-011:** Search by Content - Content-based searches 3. **TC-012:** Search by Timeframe - Date range searches 4. **TC-013:** Batch Operations - Bulk operations 5. **TC-019:** Batch Search - Multiple parallel searches **Resources:** - **Detailed Test Cases:** [P2 Advanced Tests](./04-test-cases/p2-advanced-tests.md) - **Quick Commands:** [P2 Commands](./07-reference/quick-commands.md#p2-advanced-test-commands) - **Tool Reference:** [Advanced Tools](./07-reference/tool-reference.md) for complex operations ### Execution Guidelines #### Time Management - **Total Duration:** 6 hours maximum (functional testing) - **P0:** 2 hours maximum (includes 30min setup) - **P1:** 2 hours maximum - **P2:** 1.5 hours maximum - **Buffer:** 30 minutes for documentation #### Quality Control - Update dashboard after each test completion - Document failures immediately with [Bug Report Template](./06-bug-reporting.md#bug-report-template) - Take screenshots/logs for critical failures - Stop execution immediately on P0 failure #### Decision Points - **P0 Complete:** Proceed to P1 only if 100% pass rate achieved - **P1 Complete:** Evaluate if <80% pass rate before proceeding to P2 - **P2 Complete:** Document results regardless of pass rate ### Post-Test Activities #### 1. Results Documentation - Update execution dashboard with final results - Document any bugs found with severity levels - Create improvement recommendations - Generate summary report #### 2. Test Data Cleanup - Remove all test-created records - Use automated cleanup utilities (see [Cleanup Utilities](./07-reference/cleanup-utilities.md)) - Verify workspace is clean for future tests #### 3. Handoff Preparation For Phase 2 (Usability Testing): - Package test results and findings - Document any environmental issues encountered - Prepare system for fresh agent testing - Update any documentation based on findings ### Success Tracking Track progress using the dashboard and these checkpoints: **P0 Checkpoint:** - [ ] All 5 core tests executed - [ ] 100% pass rate achieved - [ ] No critical blocking issues - [ ] Dashboard updated **P1 Checkpoint:** - [ ] All 4 essential tests executed - [ ] ≥80% pass rate achieved (3/4 tests) - [ ] Production readiness assessment completed - [ ] Dashboard updated **P2 Checkpoint:** - [ ] All 5 advanced tests executed - [ ] ≥50% pass rate achieved (3/5 tests) - [ ] Enhancement opportunities documented - [ ] Dashboard updated **Final Checkpoint:** - [ ] All test data cleaned up - [ ] Results documented and reported - [ ] System ready for Phase 2 or production --- **Related Documentation:** - [Previous: Test Strategy & Priority Framework](./02-strategy.md) - [Next: Detailed Test Cases](./04-test-cases/) - [Reference: Quick Commands](./07-reference/quick-commands.md) - [Reference: Test Data Setup](./07-reference/test-data-setup.md) - [Templates: Bug Reporting](./06-bug-reporting.md)