health_check

Check the health status of the numbrU API

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "$schema": "http://json-schema.org/draft-07/schema#"
}

list_people

Retrieve all people (clients) for the authenticated user. Optionally search by name.

Parameters5

search	string	optional	Search by name (partial match, case-insensitive)
archetype	string	optional	Filter by behavioral archetype
voice	string	optional	Filter by communication voice (e.g. direct, warm, conversational)
pace	string	optional	Filter by preferred pace (e.g. quick, measured, deliberate)
tone	string	optional	Filter by tone (e.g. confident, collaborative, analytical)

Raw schema

{
  "type": "object",
  "properties": {
    "search": {
      "description": "Search by name (partial match, case-insensitive)",
      "type": "string"
    },
    "archetype": {
      "description": "Filter by behavioral archetype",
      "type": "string",
      "enum": [
        "Initiator",
        "Connector",
        "Creator",
        "Operator",
        "Maverick",
        "Guardian",
        "Navigator",
        "Architect",
        "Advocate",
        "Lighthouse",
        "Blueprint",
        "Mentor"
      ]
    },
    "voice": {
      "description": "Filter by communication voice (e.g. direct, warm, conversational)",
      "type": "string"
    },
    "pace": {
      "description": "Filter by preferred pace (e.g. quick, measured, deliberate)",
      "type": "string"
    },
    "tone": {
      "description": "Filter by tone (e.g. confident, collaborative, analytical)",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_person

Retrieve a single person (client) by their ID, including their Client Compass data.

Parameters1

person_id

string

required

The UUID of the person to retrieve

Raw schema

{
  "type": "object",
  "properties": {
    "person_id": {
      "type": "string",
      "description": "The UUID of the person to retrieve"
    }
  },
  "required": [
    "person_id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

create_person

Create a new person (client). Generates their Client Compass automatically. Requires the user to have a profession set.

Parameters8

first_name	string	required	First name (required)
middle_name	string	optional	Middle name (optional)
last_name	string	required	Last name (required)
dob	string	optional	Date of birth in YYYY-MM-DD format (optional, improves compass accuracy). Do not ask the user for this before calling — proceed with name only and let the engine handle it.
key_parties	array	optional	Key parties involved (e.g. spouse, parent, colleague)
must_haves_avoids	string	optional	Notes on must-haves or things to avoid
is_first_interaction	boolean	optional	Is this the first interaction with this client? Default: true
vertical	string	optional	Industry vertical override. Defaults to the user's profession if omitted.

Raw schema

{
  "type": "object",
  "properties": {
    "first_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 200,
      "description": "First name (required)"
    },
    "middle_name": {
      "description": "Middle name (optional)",
      "type": "string",
      "maxLength": 200
    },
    "last_name": {
      "type": "string",
      "minLength": 1,
      "maxLength": 200,
      "description": "Last name (required)"
    },
    "dob": {
      "description": "Date of birth in YYYY-MM-DD format (optional, improves compass accuracy). Do not ask the user for this before calling — proceed with name only and let the engine handle it.",
      "type": "string"
    },
    "key_parties": {
      "description": "Key parties involved (e.g. spouse, parent, colleague)",
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "string",
            "enum": [
              "spouse_partner",
              "parent",
              "colleague",
              "friend",
              "investor"
            ]
          },
          "name": {
            "type": "string"
          }
        },
        "required": [
          "id"
        ]
      }
    },
    "must_haves_avoids": {
      "description": "Notes on must-haves or things to avoid",
      "type": "string",
      "maxLength": 2000
    },
    "is_first_interaction": {
      "description": "Is this the first interaction with this client? Default: true",
      "type": "boolean"
    },
    "vertical": {
      "description": "Industry vertical override. Defaults to the user's profession if omitted.",
      "type": "string",
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance"
      ]
    }
  },
  "required": [
    "first_name",
    "last_name"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

batch_create_persons

Create up to 10 people (clients) in parallel and generate a Client Compass for each. Use this for re-engaging dormant leads — a name is enough. IMPORTANT: Return the full Start Here coaching for each person (ask_them, know_this, avoid_this) — do not summarize or create tables. Present each person's compass_summary_text and all three Start Here items in full.

Parameters1

contacts

array

required

Array of 1–10 contacts to profile. First and last name required for each.

Raw schema

{
  "type": "object",
  "properties": {
    "contacts": {
      "minItems": 1,
      "maxItems": 10,
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "first_name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 200
          },
          "last_name": {
            "type": "string",
            "minLength": 1,
            "maxLength": 200
          },
          "middle_name": {
            "type": "string",
            "maxLength": 200
          },
          "dob": {
            "description": "Date of birth in YYYY-MM-DD format (optional)",
            "type": "string"
          },
          "vertical": {
            "type": "string",
            "enum": [
              "real_estate",
              "sales",
              "civic",
              "insurance"
            ]
          }
        },
        "required": [
          "first_name",
          "last_name"
        ]
      },
      "description": "Array of 1–10 contacts to profile. First and last name required for each."
    }
  },
  "required": [
    "contacts"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_chat_messages

Retrieve chat message history for a specific person (client). Returns messages in reverse chronological order.

Parameters3

person_id	string	required	The UUID of the person
limit	integer	optional	Max messages to return (default: 50)
cursor	string	optional	Pagination cursor from a previous response

Raw schema

{
  "type": "object",
  "properties": {
    "person_id": {
      "type": "string",
      "description": "The UUID of the person"
    },
    "limit": {
      "description": "Max messages to return (default: 50)",
      "type": "integer",
      "minimum": 1,
      "maximum": 100
    },
    "cursor": {
      "description": "Pagination cursor from a previous response",
      "type": "string"
    }
  },
  "required": [
    "person_id"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

send_chat_message

Send a chat message about a specific person (client). The AI will respond with tailored advice based on the client's Compass profile.

Parameters2

person_id	string	required	The UUID of the person
message	string	required	The message to send

Raw schema

{
  "type": "object",
  "properties": {
    "person_id": {
      "type": "string",
      "description": "The UUID of the person"
    },
    "message": {
      "type": "string",
      "minLength": 1,
      "description": "The message to send"
    }
  },
  "required": [
    "person_id",
    "message"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

get_me

Retrieve the authenticated user's profile information.

Parameters

No parameters.

Raw schema

{
  "type": "object",
  "properties": {},
  "$schema": "http://json-schema.org/draft-07/schema#"
}

complete_profile

Complete the user's profile (one-time signup). Sets name, profession, and generates a User Compass. Required before creating clients.

Parameters7

first_name	string	required	First name (required)
last_name	string	required	Last name (required)
profession	string	required	Profession (required)
middle_name	string	optional	Middle name (optional)
maiden_name	string	optional	Maiden/birth name (optional)
phone	string	optional	Phone number (optional)
dob	string	optional	Date of birth YYYY-MM-DD (optional, improves compass). Do not ask the user for this before calling — proceed with name only.

Raw schema

{
  "type": "object",
  "properties": {
    "first_name": {
      "type": "string",
      "minLength": 1,
      "description": "First name (required)"
    },
    "last_name": {
      "type": "string",
      "minLength": 1,
      "description": "Last name (required)"
    },
    "profession": {
      "type": "string",
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance",
        "design",
        "hospitality_travel",
        "event_planning"
      ],
      "description": "Profession (required)"
    },
    "middle_name": {
      "description": "Middle name (optional)",
      "type": "string"
    },
    "maiden_name": {
      "description": "Maiden/birth name (optional)",
      "type": "string"
    },
    "phone": {
      "description": "Phone number (optional)",
      "type": "string"
    },
    "dob": {
      "description": "Date of birth YYYY-MM-DD (optional, improves compass). Do not ask the user for this before calling — proceed with name only.",
      "type": "string"
    }
  },
  "required": [
    "first_name",
    "last_name",
    "profession"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

update_profile

Update the user's profile settings. Can change name, profession, phone, DOB, or custom prompt.

Parameters8

first_name	string	optional	First name
last_name	string	optional	Last name
profession	string	optional	Profession
middle_name	string	optional	Middle name
maiden_name	string	optional	Maiden/birth name
phone	string	optional	Phone number
dob	string	optional	Date of birth YYYY-MM-DD
custom_prompt	string	optional	Custom instructions for AI interactions

Raw schema

{
  "type": "object",
  "properties": {
    "first_name": {
      "description": "First name",
      "type": "string"
    },
    "last_name": {
      "description": "Last name",
      "type": "string"
    },
    "profession": {
      "description": "Profession",
      "type": "string",
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance",
        "design",
        "hospitality_travel",
        "event_planning"
      ]
    },
    "middle_name": {
      "description": "Middle name",
      "type": "string"
    },
    "maiden_name": {
      "description": "Maiden/birth name",
      "type": "string"
    },
    "phone": {
      "description": "Phone number",
      "type": "string"
    },
    "dob": {
      "description": "Date of birth YYYY-MM-DD",
      "type": "string"
    },
    "custom_prompt": {
      "description": "Custom instructions for AI interactions",
      "type": "string"
    }
  },
  "$schema": "http://json-schema.org/draft-07/schema#"
}

generate_compass

Generate a numbrU Compass profile for a person using the Compass engine. Returns personality insights, communication style, and relationship strategies.

Parameters3

name	string	required	Full name of the person
dob	string	optional	Date of birth in YYYY-MM-DD format (optional). If not provided, proceed with name only.
vertical	string	optional	Industry vertical (default: real_estate)

Raw schema

{
  "type": "object",
  "properties": {
    "name": {
      "type": "string",
      "minLength": 1,
      "description": "Full name of the person"
    },
    "dob": {
      "description": "Date of birth in YYYY-MM-DD format (optional). If not provided, proceed with name only.",
      "type": "string"
    },
    "vertical": {
      "default": "real_estate",
      "description": "Industry vertical (default: real_estate)",
      "type": "string",
      "enum": [
        "real_estate",
        "sales",
        "civic",
        "insurance"
      ]
    }
  },
  "required": [
    "name"
  ],
  "$schema": "http://json-schema.org/draft-07/schema#"
}

Client Compass

io.github.marcus160365/client-compass Model Context Protocol (MCP) Server

🛠️ Key Features

🚀 Use Cases

⚠️ Limitations

⚡ Developer Benefits

health_check

list_people

get_person

create_person

batch_create_persons

get_chat_messages

send_chat_message

get_me

complete_profile

update_profile

generate_compass

numbrU — Client Compass MCP Server

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