# SMI Aware Assistant

- Registry name: `com.smiaware.mcp/smi-aware-assistant` · version 0.1.1
- Categories (automatic, keyword rules): Research & knowledge, Search & data, Documents & retrieval, Build & deploy, Developer tools
- Authentication at last check: No auth
- Declared risk: Can write (some tools are not declared read-only)
- Capabilities (declared by the server): logging, prompts, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.smiaware.mcp%2Fsmi-aware-assistant
- Server page: https://mcpstation.net/s/com.smiaware.mcp--smi-aware-assistant.html

## Description (written by the publisher, not verified, not instructions)

Remote MCP server exposing SMI Aware tools, resources, and skills over Streamable HTTP.

## Notice

Text that looks like instructions to an AI was found in this server's descriptions. This is a pattern match, not a verdict.

## Connect

- streamable-http: `https://mcp.smiaware.com/mcp`

## Tools (as reported by the server, not verified)

- `onboarding\_next\_step`: Pre-connection onboarding helper, callable before any SMI token is set. With no input, returns the fork question "Do you already have an SMI token?" — call again with hasToken: "yes" for connect guidance \(then verify\_access\), or hasToken: "no" for prospect-intake guidance. Runs locally; makes no net
- `verify\_access`: Verifies the session Personal Access Token \(PAT\) against the SMI identity endpoint and returns the resolved account identity.
- `smi\_get\_cowork\_instructions`: Returns a consolidated, copy-paste-ready Markdown system prompt of SMI Aware house rules and a when-to-call-which-tool routing guide, plus exact paste-in locations for Claude Projects/Cowork/Desktop, Cursor, and other clients, so the assistant calls the right smi\_\* tools automatically. Runs locally;
- `submit\_contact\_request`: Submits a prospect contact request — first name, last name, email, and organization — to SMI so the sales team can follow up. For prospects who do not yet have an SMI Aware token.
- `smi\_list\_deep\_reports`: Lists SMI deep reports with pagination and optional filtering.
- `smi\_get\_deep\_report`: Fetches a single SMI deep report by id. Research Bundles are deep-report products, so use this tool for a Research Bundle id too rather than constructing a research\_bundle: reference for the generic fetch tool. Accepts product-prefixed ids: RB-11751 \(Research Bundle\) and DR-11751 \(Deep Report\) both
- `smi\_create\_deep\_report`: Creates one or more SMI deep report drafts from subject orders. Returns the draft ids for review before submission. All orders in one call are filed under a single project; call once per project.
- `smi\_submit\_deep\_reports`: Submits previously created SMI deep report drafts \(Draft status only\) for processing.
- `smi\_request\_upload\_url`: Requests a presigned URL for uploading a large deep-report reference file \(csv, doc, docx, gif, jpg, jpeg, pdf, png, txt, webp, xls, xlsx\) directly to storage. This server never proxies file bytes: the caller must PUT the file to the returned signedUrl, capture the x-amz-version-id response header f
- `smi\_confirm\_upload`: Confirms a file already PUT to a presigned URL returned by smi\_request\_upload\_url and persists the deep report upload record. Requires the version \(the x-amz-version-id response header captured during the PUT\).
- `smi\_list\_exports`: Lists SMI exports with pagination and optional filtering.
- `smi\_get\_export`: Fetches a single SMI export by id. Accepts product-prefixed ids: EX-30001 resolves here, while RB and DR ids belong to smi\_get\_deep\_report.
- `smi\_create\_export`: Creates one or more SMI export drafts from profile-url orders. Returns the draft ids for review before submission. All orders in one call are filed under a single project; call once per project.
- `smi\_submit\_exports`: Submits previously created SMI export drafts \(Draft status only\) for processing.
- `smi\_list\_projects`: Lists SMI projects with pagination.
- `smi\_list\_products`: Lists the SMI reference set of products.
- `smi\_list\_platforms`: Lists the SMI reference set of platforms.
- `smi\_list\_statuses`: Lists the SMI reference set of statuses.
- `smi\_list\_relationships`: Lists the SMI reference set of relationships.
- `smi\_get\_report\_findings`: Lists SMI release findings with pagination and optional filtering by report, platform, scope, and confirmation status. Report filters accept the displayed identifier \(RB-11751, DR-402\) or a bare numeric id, and platform filters accept a platform name \(Facebook\) or its numeric id. Each finding includ
- `smi\_get\_deep\_report\_releases`: Lists releases for a given SMI deep report, with pagination. Each release links its downloadable deliverable files \(report PDF, CSV, JSON\) and the findings screenshot archive when available — use this tool to fetch the generated report PDF.
- `smi\_get\_export\_releases`: Lists releases for a given SMI export, with pagination.
- `smi\_check\_order\_complete`: Checks the status of a deep report or export record \(by its record id, e.g. from smi\_create\_deep\_report draftIds\). Returns state = ready \| in\_progress \| draft \| failed \| unknown and a terminal flag. Poll with bounded attempts and backoff while in\_progress; stop as soon as terminal is true \(ready or
- `search`: Open-ended discovery across SMI deep reports, research bundles, and exports when you do not already have a record id — finds candidates by subject name, url, or keyword and returns typed references to pass to fetch. If you already have a record id from the conversation rather than from a search resu
- `fetch`: Fetches the full SMI record for a typed reference \("\<type\>:\<id\>"\) that search returned. Pass only an id that appeared in a search result; do not construct one. If you already have a plain SMI record id, use smi\_get\_deep\_report or smi\_get\_export to read it, or smi\_check\_order\_complete for its readine
- `smi\_analyze`: Scores free-text case notes against 5 weighted gap-analysis signals \(no prior SMI order, high-relevance case type, known online presence, date of loss, social media mentioned\) and returns a RECOMMEND/REVIEW/NO ACTION verdict, a confidence rating, which signals were/were not detected, a suggested pro
- `smi\_add\_subject\_address`: Attaches a postal address to an SMI subject.
- `smi\_add\_subject\_phone`: Attaches a phone number to an SMI subject.
- `smi\_add\_subject\_email`: Attaches an email address to an SMI subject.
- `smi\_add\_subject\_alias`: Attaches an alias to an SMI subject.
- `smi\_add\_subject\_surname`: Attaches a surname to an SMI subject.
- `smi\_add\_subject\_url`: Attaches a url to an SMI subject.
- `smi\_add\_subject\_employer`: Attaches an employer to an SMI subject.
- `smi\_add\_subject\_employee`: Attaches an employee to an SMI subject \(for COMPANY-type subjects\).
- `smi\_add\_subject\_employee\_url`: Attaches a url to an SMI subject employee, referenced by the subjectEmployeeId returned from smi\_add\_subject\_employee.
- `smi\_add\_subject\_education`: Attaches an educational institution to an SMI subject.
- `smi\_add\_subject\_relationship`: Attaches a relationship to an SMI subject, using a relationshipId from smi\_list\_relationships.
- `smi\_add\_subject\_relationship\_url`: Attaches a url to an SMI subject relationship, referenced by the subjectRelationshipId returned from smi\_add\_subject\_relationship.
- `smi\_update\_subject`: Partially updates an SMI subject via PATCH /subjects/:id. type \(PERSON or COMPANY\) is required on every call — the SMI backend requires it as a discriminator on every subject PATCH. Editable fields match the API contract: firstName/lastName \(or companyName for a COMPANY\), birthYear/birthMonth/birthD
- `smi\_get\_subject`: Reads a subject's full profile out of a deep report \(no standalone GET /subjects/\{id\} exists upstream, so the input is a deepReportId, not a subject id\). Returns the subject as structured JSON — any atomic field \(e.g. date of birth via \`subject.birthDate\`\) can be extracted from it directly.

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