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MCP Art Supply Store

by wspotter
UNIVERSAL_TOOLS_README.mdโ€ข11.9 kB
# Universal Daily Task Tools for mcpart MCP Server ## Overview The mcpart MCP server now includes **19 universal tools** for daily business productivity. These tools work for ANY business type (not just art supply stores) and enable task management, note-taking, expense tracking, and scheduling through natural language conversations. ## ๐ŸŽฏ What's New ### Tool Count: 43 โ†’ 62 Total Tools **Original (36 tools):** - Art supply store inventory, customers, orders - Social media management **VIP Integration (7 tools):** - Synthetic dataset generation for computer vision **NEW Universal Tools (19 tools):** โญ - Task management (5 tools) - Calendar & scheduling (4 tools) - Notes & documentation (3 tools) - Expense tracking (3 tools) - Reporting (2 tools) - Alerts & reminders (2 tools) ## ๐Ÿ“‹ Available Tools ### Task Management (5 tools) #### `create_task` Create a new task with due date, priority, and assignee. **Example:** ``` User: "Remind me to submit the quarterly report by Friday" AI: โœ… Task created: "Submit quarterly report" (due: 2025-10-10, priority: high) ``` **Parameters:** - `title` (required): Task title - `description`: Detailed description - `due_date`: "today", "tomorrow", "next week", or YYYY-MM-DD - `priority`: "low", "medium", "high" - `assignee`: Person responsible - `tags`: Array of tags for categorization #### `list_tasks` List tasks with filtering by status, priority, or due date. **Example:** ``` User: "Show me all high priority tasks" AI: ๐Ÿ“‹ 3 high priority tasks: 1. Review investor presentation (due today) 2. Fix production bug (due tomorrow) 3. Call supplier about restock (due 10/8) ``` **Filters:** - `status`: "pending", "in_progress", "completed" - `priority`: "low", "medium", "high" - `due_before`: Date cutoff - `assignee`: Filter by person - `tags`: Filter by tags #### `complete_task` Mark a task as completed. **Example:** ``` User: "Mark task #3 as done" AI: โœ… Completed: "Call supplier about restock" ``` #### `update_task` Update any task details. **Example:** ``` User: "Change task #5 priority to high and move it to tomorrow" AI: โœ… Updated task #5: priority โ†’ high, due_date โ†’ 2025-10-07 ``` #### `get_daily_agenda` Get today's task list with overdue and upcoming items. **Example:** ``` User: "What's on my plate today?" AI: ๐Ÿ“‹ Today's Agenda (Oct 6): โœ… Due today: 3 tasks โš ๏ธ Overdue: 1 task ๐Ÿ“… Upcoming: 5 tasks (next 7 days) ``` --- ### Calendar & Scheduling (4 tools) #### `schedule_event` Add a calendar event with time, location, and attendees. **Example:** ``` User: "Schedule a team meeting tomorrow at 2pm" AI: โœ… Event scheduled: "Team meeting" ๐Ÿ“… Oct 7, 2025 at 2:00 PM ``` **Parameters:** - `title` (required): Event name - `start_time` (required): ISO datetime - `end_time`: ISO datetime - `location`: Where - `attendees`: Array of attendee names #### `list_upcoming_events` List events for the next N days. **Example:** ``` User: "What meetings do I have this week?" AI: ๐Ÿ“… Upcoming events (7 days): 1. Team meeting (Oct 7, 2pm) 2. Client demo (Oct 8, 10am) 3. Budget review (Oct 10, 3pm) ``` #### `set_reminder` Create a one-time reminder. **Example:** ``` User: "Remind me in 2 hours to check emails" AI: โฐ Reminder set for 6:00 PM: "Check emails" ``` #### `get_today_schedule` Get complete schedule for today (tasks + events). **Example:** ``` User: "What's my full schedule today?" AI: ๏ฟฝ๏ฟฝ Today's Schedule (Oct 6): Tasks (3): - Review presentation (high priority) - Update inventory - Call supplier Events (2): - 10:00 AM: Vendor meeting - 3:00 PM: Demo walkthrough ``` --- ### Notes & Documentation (3 tools) #### `create_note` Create a note with optional tags. **Example:** ``` User: "Make a note about the VIP demo results" AI: ๐Ÿ“ Note created: "VIP demo results" Tags: demo, vip ``` #### `search_notes` Search notes by keyword or tags. **Example:** ``` User: "Find all notes about the demo" AI: ๐Ÿ“ Found 3 notes: 1. VIP demo results (Oct 6) 2. Demo preparation checklist (Oct 5) 3. Demo talking points (Oct 4) ``` #### `tag_note` Add or update tags on an existing note. **Example:** ``` User: "Tag note #5 with 'urgent' and 'investor'" AI: โœ… Updated note #5 tags: urgent, investor ``` --- ### Expense Tracking (3 tools) #### `log_expense` Record a business expense. **Example:** ``` User: "Log a $45 lunch expense" AI: ๐Ÿ’ฐ Expense logged: $45.00 (Food category) Date: Oct 6, 2025 ``` **Parameters:** - `amount` (required): Dollar amount - `category` (required): Expense category - `description` (required): What it was for - `date`: "today" or YYYY-MM-DD - `payment_method`: How paid #### `get_expense_summary` Get expense totals and breakdown by category. **Example:** ``` User: "How much have I spent this month?" AI: ๐Ÿ’ฐ October Expense Summary: Total: $3,456.78 By category: - Office Supplies: $456.23 - Software: $1,250.00 - Travel: $892.55 - Food: $858.00 ``` **Filters:** - `start_date`: Start of range - `end_date`: End of range - `category`: Specific category #### `categorize_expenses` List all unique expense categories. **Example:** ``` User: "What expense categories do I use?" AI: ๐Ÿ“Š Expense categories (8): - Food - Office Supplies - Software - Travel - Hardware - Marketing - Utilities - Professional Services ``` --- ### Reporting (2 tools) #### `generate_daily_summary` End-of-day summary report. **Example:** ``` User: "Give me today's summary" AI: ๐Ÿ“Š Daily Summary for Oct 6, 2025 ๐Ÿ“‹ Tasks: 5 due today (2 overdue) ๐Ÿ“… Events: 3 ๐Ÿ’ฐ Expenses: $170.99 โœ… Completed: 7 tasks ``` #### `export_data` Export tasks, notes, or expenses to JSON. **Example:** ``` User: "Export all my tasks" AI: โœ… Exported 42 tasks to JSON [Downloads task data] ``` **Options:** - `data_type`: "tasks", "notes", "expenses", "events", "all" --- ### Alerts & Reminders (2 tools) #### `create_alert` Create a custom alert for deadlines. **Example:** ``` User: "Alert me on Friday about the deadline" AI: ๐Ÿ”” Alert set: Friday, Oct 10 at 9:00 AM "Project deadline" ``` #### `list_alerts` List all active alerts and reminders. **Example:** ``` User: "What alerts do I have?" AI: ๐Ÿ”” Active alerts (3): 1. Project deadline (Oct 10, 9am) 2. Follow up with client (Oct 8, 2pm) 3. Submit expense report (Oct 11, 5pm) ``` --- ## ๐Ÿš€ Usage in Open WebUI ### Natural Language Examples **Task Management:** - "Create a high priority task to review the investor pitch by Thursday" - "Show me all pending tasks" - "Mark task 5 as complete" - "What do I need to do today?" **Calendar:** - "Schedule a client meeting tomorrow at 10am" - "What events do I have this week?" - "Remind me to check inventory at 3pm" **Notes:** - "Create a note about the demo preparation" - "Find all notes tagged with 'urgent'" - "Add 'investor' tag to note 3" **Expenses:** - "Log a $125 software expense" - "How much did I spend on office supplies this month?" - "Show me all expense categories" **Reporting:** - "Give me a daily summary" - "Export all my tasks to JSON" --- ## ๐Ÿ’พ Data Storage All data is stored in JSON files in the `data/` directory: ``` mcpart/ data/ tasks.json - All tasks notes.json - All notes expenses.json - All expenses events.json - Calendar events reminders.json - Alerts and reminders ``` **Backup:** Simply copy the `data/` directory to back up all your task data. --- ## ๐ŸŽฏ Integration with Existing Tools Universal tools work seamlessly with existing mcpart tools: **Example combined workflows:** 1. **Inventory + Tasks:** ``` User: "Check low stock items" AI: โš ๏ธ 3 items low: Acrylic Paint, Brushes, Canvas User: "Create a task to reorder those tomorrow" AI: โœ… Task created: "Reorder low stock items" (due Oct 7) ``` 2. **VIP + Notes:** ``` User: "Generate a VIP dataset for retail products" AI: โœ… Dataset generation started... User: "Make a note about the dataset config I used" AI: ๐Ÿ“ Note created with VIP configuration details ``` 3. **Social Media + Expenses:** ``` User: "Create an Instagram post about new products" AI: โœ… Post scheduled User: "Log a $50 expense for social media ads" AI: ๐Ÿ’ฐ Expense logged: $50.00 (Marketing) ``` --- ## ๐Ÿ“Š Tool Statistics **Total Tools:** 62 - Art Supply Store: 36 tools - VIP Integration: 7 tools - Universal Daily Tasks: 19 tools โญ **Categories:** - Inventory Management: 12 tools - Customer Management: 8 tools - Sales & Orders: 6 tools - Social Media: 5 tools - Supplier Management: 5 tools - Dataset Generation (VIP): 7 tools - Task Management: 5 tools โญ - Calendar & Scheduling: 4 tools โญ - Notes: 3 tools โญ - Expenses: 3 tools โญ - Reporting: 2 tools โญ - Alerts: 2 tools โญ --- ## ๐Ÿงช Testing Test the universal tools: ```bash cd /home/stacy/mcpart node test_universal_tools.js ``` Expected output: ``` ๐Ÿงช Testing Universal Tools โœ… Test 1: Create Tasks โœ… Test 2: List Tasks โœ… Test 3: Create Notes โœ… Test 4: Log Expenses โœ… Test 5: Expense Summary โœ… Test 6: Today's Schedule โœ… Test 7: Daily Summary ๐ŸŽ‰ All tests passed! ``` --- ## ๐Ÿ”ง Technical Details ### Files Added: - `src/task-manager.ts` - Core task/note/expense logic (530 lines) - `src/universal-tools.ts` - MCP tool definitions (250 lines) - `build/task-manager.js` - Compiled JavaScript - `build/universal-tools.js` - Compiled JavaScript ### Integration Points: - `src/index.ts` - Imports and registers universal tools - Tools array: `...universalTools` added after `...vipTools` - Handler: 19 new cases in CallToolRequestSchema switch ### Date Parsing: Natural language dates supported: - "today" โ†’ Current date - "tomorrow" โ†’ Current date + 1 day - "next week" โ†’ Current date + 7 days - "YYYY-MM-DD" โ†’ Exact date --- ## ๐ŸŽ‰ What This Enables **Before:** mcpart was an art supply store assistant **After:** mcpart is a **universal business productivity assistant** You can now: - โœ… Manage tasks and projects - โœ… Schedule meetings and events - โœ… Track business expenses - โœ… Take organized notes - โœ… Generate daily reports - โœ… Set custom reminders - โœ… Export all data for analysis **AND still:** - โœ… Manage inventory - โœ… Handle customer relationships - โœ… Track sales - โœ… Run social media campaigns - โœ… Generate synthetic datasets (VIP) --- ## ๐Ÿ“ Next Steps 1. **Test in Open WebUI**: - Connect mcpart MCP server - Try natural language task commands - Verify all 19 tools are available 2. **Daily Usage**: - Start each day with "What's on my agenda?" - Log expenses as they occur - Create notes for important decisions - End day with "Generate daily summary" 3. **Backup**: - Regularly copy `data/` directory - Export critical data with `export_data` tool 4. **Customize**: - Add more expense categories - Create task templates - Set recurring reminders --- ## ๐Ÿš€ Demo Script for Investors ``` 1. "What's on my agenda today?" โ†’ Shows tasks, events, reminders 2. "Create a high priority task to prepare investor deck by Friday" โ†’ Creates task with natural language date 3. "Log a $45 lunch expense for today" โ†’ Tracks business expense 4. "How much have I spent this month?" โ†’ Shows expense breakdown 5. "Create a note about the JavaScript extraction breakthrough" โ†’ Documents important milestone 6. "Search notes for 'investor'" โ†’ Finds all investor-related notes 7. "Generate daily summary" โ†’ Comprehensive end-of-day report 8. "Export all tasks" โ†’ Data portability demonstration ``` --- **Universal tools transform mcpart from a domain-specific assistant into a complete business productivity platform!** ๐ŸŽ‰

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