Export Intake Packet
export_intake_packetCreates a structured intake packet combining business context, findings, risks, and workflow recommendations into a shareable markdown and JSON document.
Instructions
Creates a structured public-safe markdown and JSON intake packet with business context, findings, risks, recommended workflow, missing information, and confidence.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "export_intake_packet"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Any additional context the user wants considered in the review. | |
| offer | No | Core product, service, package, or outcome the business sells. | |
| aiIdea | No | AI or automation idea the user is considering. | |
| teamSize | No | Approximate team size and key roles involved in the workflow. | |
| userNotes | No | Additional notes the user wants included in the intake packet. | |
| goal90Days | No | Desired business or workflow outcome over the next 90 days. | |
| constraints | No | Known constraints such as budget, team capacity, tools, timeline, compliance needs, or data access. | |
| currentGoal | No | Current business goal the user wants the review to support. | |
| riskSummary | No | Structured trust and control risk findings from a prior tool result. | |
| businessType | No | Type of business, such as ecommerce, SaaS, consulting, agency, local service, or solo business. | |
| revenueModel | No | How the business earns revenue, such as projects, retainers, subscriptions, services, or products. | |
| riskConcerns | No | Concerns related to customer trust, brand reputation, legal exposure, sensitive data, or quality control. | |
| touchpointMap | No | Structured customer touchpoint map from a prior tool result. | |
| currentProblem | No | Main business or workflow problem the user wants to solve. | |
| targetCustomer | No | Primary customer segment or buyer the business serves. | |
| businessContext | No | Structured business context from a prior tool result or user notes. | |
| currentWorkflow | No | How the relevant workflow currently works, including manual steps, tools, handoffs, and review points. | |
| bottleneckSummary | No | Structured bottleneck findings from a prior tool result. | |
| preferredNextStep | No | Preferred next-step category or support style to include in the packet. | |
| opportunitySummary | No | Structured AI opportunity findings from a prior tool result. | |
| recommendedNextStep | No | Structured next-step recommendation from a prior tool result. | |
| recommendedWorkflow | No | Structured first workflow recommendation from a prior tool result. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| confidence | Yes | Confidence level based on the clarity and completeness of the provided business context. | |
| packetJson | Yes | Structured intake packet data for handoff or deeper review. | |
| packetMarkdown | Yes | Public-safe intake packet formatted as markdown. | |
| missingInformation | Yes | Information the user should provide before deeper review or implementation. | |
| recommendedPrivateReview | Yes | Public-safe recommendation for the next deeper review category. |