MCP Quoting System

# Quick Reference Card - MCP Quoting System ## 🚀 Getting Started (First Time) ``` 1. Double-click START.bat 2. Press [1] for First Time Setup 3. Wait 3 minutes 4. Done! ``` ## 🎯 Daily Use ``` 1. Double-click START.bat 2. Press [2] to Start Dev Server 3. Server runs on http://localhost:3789 ``` ## 📋 Main Menu Options ``` [1] First Time Setup - Install & configure (one time) [2] Start Dev Server - Daily development use ⭐ [3] Start Prod Server - For demos/production [4] Quick Test - Automated testing [5] Stop Server - Shutdown safely [6] Build/Rebuild - Compile TypeScript [7] View Quotes - See database [8] Reset Database - Restore sample data [H] Help Guide - "What do I do with this?" [9] Open Browser - View in web browser [0] Exit - Close menu ``` ## 🔧 Quick Commands ### Send an RFQ (PowerShell/Git Bash) ```bash curl -X POST http://localhost:3789/mcp/invoke/evaluateRfpAndDraftQuote \ -H "Content-Type: application/json" \ -d "{\"rfp\":{\"rawText\":\"200 pcs 6061 aluminum, CNC, anodize\",\"qty\":200}}" ``` ### View Historical Quotes ``` Browser: http://localhost:3789/mcp/utility/historicalQuotes ``` ### Check Server Health ``` Browser: http://localhost:3789/health ``` ## 📊 Understanding Results ### Match Scores - **85-100%** = HIGH confidence (send quote) - **70-85%** = MEDIUM confidence (review first) - **Below 70%** = LOW confidence (engineer review) ### Confidence Levels - **HIGH**: Reliable estimate, similar past work - **MEDIUM**: Similar family, minor adjustments - **LOW**: New type, thorough review needed ## 🗂️ File Locations ### Important Files ``` START.bat - Main launcher ⭐ data/quotes.json - Historical quotes database test-rfq.json - Sample test data src/config.ts - Pricing configuration .env - Server settings ``` ### Documentation ``` NOW-WHAT.md - "What do I do with this?" ⭐ QUICKSTART.md - Visual guide TEST-CASES.md - 7 test examples BATCH-FILES-README.md - All batch files README.md - Full documentation ``` ## 💡 Common Tasks ### Test with Sample Data ``` 1. Start server (option 2) 2. Run quick-test (option 4) 3. Review results ``` ### Test with Your Own RFQ ``` 1. Edit test-rfq.json in Notepad 2. Change rawText and qty 3. Save file 4. Run quick-test.bat ``` ### Add Historical Quote ``` 1. Edit data/quotes.json 2. Add new quote object 3. Restart server ``` ### Adjust Pricing ``` 1. Edit src/config.ts 2. Update material prices 3. Update rates and margins 4. Rebuild (option 6) 5. Restart server ``` ## 🆘 Troubleshooting ### Server Won't Start ``` 1. Run stop.bat 2. Check port 3789 is free 3. Try again ``` ### Build Errors ``` 1. Check BUILD-TROUBLESHOOTING.md 2. Run setup.bat (option 1) 3. Try again ``` ### No Matches Found ``` 1. Check data/quotes.json has data 2. Use materials in database (6061, 304, etc.) 3. Add more historical quotes ``` ## 📞 Quick Help | Problem | Solution | |---------|----------| | npm not found | Install Node.js | | Port in use | Run stop.bat first | | Build fails | Run setup.bat | | No quotes | Run reset-database.bat | | Can't connect | Check server is running | ## 🎓 Learning Path **Day 1:** - Read NOW-WHAT.md - Start server - Run quick-test **Week 1:** - Test with 5 real RFQs - Add 10 historical quotes - Adjust pricing in config **Month 1:** - Use daily for quotes - Track accuracy - Build workflow ## 📈 API Endpoints ``` POST /mcp/invoke/evaluateRfpAndDraftQuote - Main coordinator, full quote process POST /mcp/function/ingestRfp - Parse RFP text only POST /mcp/function/findSimilarQuotes - Search historical quotes POST /mcp/function/estimateCostLeadTime - Get cost estimate POST /mcp/function/generateQuote - Create quote document GET /mcp/utility/historicalQuotes - View all quotes POST /mcp/utility/addHistoricalQuote - Add new quote GET /health - Check server status ``` ## ⚡ Power User Tips 1. Keep server running all day 2. Use option H for help anytime 3. Edit test-rfq.json for quick tests 4. Bookmark http://localhost:3789 5. Learn curl commands for speed 6. Update quotes after each job 7. Review config.ts monthly ## 🎯 Success Checklist - [ ] System built successfully - [ ] Server starts without errors - [ ] Quick test runs and shows results - [ ] Understand match scores - [ ] Know where historical quotes are - [ ] Can edit test-rfq.json - [ ] Know how to adjust pricing - [ ] Read NOW-WHAT.md guide ## 📚 Documentation Index ``` NOW-WHAT.md - Getting started guide ⭐ QUICKSTART.md - Visual walkthrough TEST-CASES.md - 7 test examples BATCH-FILES-README.md - Batch file reference BUILD-TROUBLESHOOTING.md - Fix build issues README.md - Complete API docs CHANGELOG.md - Version history FILE-INVENTORY.md - All files explained ``` --- **Need help?** Press [H] in the main menu or read NOW-WHAT.md **Ready to start?** Press [2] to start the server! --- *Keep this card handy for quick reference!* *Print it or pin it near your desk.* **Version:** 1.0 **Last Updated:** 2024-11-13