extract_action_items

Extracts actionable items from conversations and optionally creates tasks to help teams implement decisions and track follow-ups from discussions.

Instructions

Extract actionable items from a conversation and optionally create tasks

Input Schema

TableJSON Schema

Name	Required	Description	Default
`conversation_id`	Yes	The conversation ID to extract action items from
`auto_create_tasks`	No	Whether to automatically create tasks for action items

Implementation Reference

src/tools/ai-conversations.ts:363-412 (handler)

The primary handler function for the 'extract_action_items' MCP tool. It validates input, retrieves the conversation from the database, extracts action items using a helper function, and optionally creates Supabase tasks if auto_create_tasks is true.

export const extractActionItems = requireAuth(async (args: any) => {
  const { conversation_id, auto_create_tasks } = ExtractActionItemsSchema.parse(args)
  
  logger.info('Extracting action items', { conversation_id, auto_create_tasks })

  const conversation = await getConversationFromDatabase(conversation_id)
  
  if (!conversation) {
    throw new Error('Conversation not found')
  }

  const actionItems = extractActionItemsFromConversation(
    conversation.messages, 
    conversation.metadata?.context
  )

  let createdTasks = []
  
  if (auto_create_tasks && actionItems.length > 0) {
    // Create tasks for each action item
    for (const item of actionItems) {
      try {
        const task = await supabaseService.createTask({
          project_id: conversation.project_id,
          initiative_id: null,
          title: item.title,
          description: `${item.description}\n\nExtracted from conversation: ${conversation.title}\n\n[Source: AI Conversation ${conversation.id}, Confidence: ${item.confidence}]`,
          priority: item.priority || 'medium',
          status: 'todo',
          due_date: null,
          assignee_id: null
        })
        createdTasks.push(task)
      } catch (error) {
        logger.error('Failed to create task from action item', { error, item })
      }
    }
  }

  return {
    conversation_id,
    action_items: actionItems,
    created_tasks: createdTasks,
    summary: {
      total_items: actionItems.length,
      high_priority: actionItems.filter(item => item.priority === 'high').length,
      tasks_created: createdTasks.length
    }
  }
})

src/tools/ai-conversations.ts:52-55 (schema)
Zod validation schema used in the handler to parse and validate input arguments for the tool.
```
const ExtractActionItemsSchema = z.object({
  conversation_id: z.string().uuid(),
  auto_create_tasks: z.boolean().default(false)
})
```

src/tools/ai-conversations.ts:342-361 (registration)

MCPTool registration object defining the tool's name, description, and JSON input schema for the MCP protocol.

export const extractActionItemsTool: MCPTool = {
  name: 'extract_action_items',
  description: 'Extract actionable items from a conversation and optionally create tasks',
  inputSchema: {
    type: 'object',
    properties: {
      conversation_id: {
        type: 'string',
        format: 'uuid',
        description: 'The conversation ID to extract action items from'
      },
      auto_create_tasks: {
        type: 'boolean',
        default: false,
        description: 'Whether to automatically create tasks for action items'
      }
    },
    required: ['conversation_id']
  }
}

src/tools/ai-conversations.ts:851-856 (registration)

Handler map registration that associates the 'extract_action_items' name with the extractActionItems handler function.

export const conversationHandlers = {
  save_conversation: saveConversation,
  get_conversations: getConversations,
  analyze_conversation: analyzeConversation,
  extract_action_items: extractActionItems,
  generate_conversation_summary: generateConversationSummary

src/tools/ai-conversations.ts:537-567 (helper)

Core helper function that implements the action item extraction logic using regex patterns on conversation messages, assigning priority and confidence scores.

function extractActionItemsFromConversation(messages: Message[], context?: any): any[] {
  const actionItems: any[] = []
  
  // Simple regex patterns for action items
  const patterns = [
    /(?:need to|should|must|will|todo|action item):?\s*(.+)/gi,
    /(?:let's|we'll|i'll|you'll)\s+(.+)/gi,
    /(?:next step|follow up|follow-up):?\s*(.+)/gi
  ]
  
  messages.forEach((message, index) => {
    patterns.forEach(pattern => {
      const matches = [...message.content.matchAll(pattern)]
      matches.forEach(match => {
        if (match[1] && match[1].length > 10 && match[1].length < 200) {
          actionItems.push({
            title: match[1].trim(),
            description: `From conversation: "${message.content.substring(0, 100)}..."`,
            source_message_index: index,
            source_role: message.role,
            priority: determinePriority(match[1]),
            confidence: calculateConfidence(match[1], message.content),
            context
          })
        }
      })
    })
  })
  
  return actionItems
}

Helios-9 MCP Server