SMI Aware Assistant

Connect it to your AI

Claude Code

claude mcp add --transport http smi-aware-assistant https://mcp.smiaware.com/mcp

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://mcp.smiaware.com/mcp

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "smi-aware-assistant": {
      "url": "https://mcp.smiaware.com/mcp"
    }
  }
}

Tools it offers

40 tools, as the server itself reported during our check on Oct 31, 2026.

• onboarding_next_stepPre-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_acc
• verify_accessVerifies the session Personal Access Token (PAT) against the SMI identity endpoint and returns the resolved account identity.
• smi_get_cowork_instructionsReturns 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 cl
• submit_contact_requestSubmits 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_reportsLists SMI deep reports with pagination and optional filtering.
• smi_get_deep_reportFetches 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 p
• smi_create_deep_reportCreates 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_reportsSubmits previously created SMI deep report drafts (Draft status only) for processing.
• smi_request_upload_urlRequests 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 th
• smi_confirm_uploadConfirms 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_exportsLists SMI exports with pagination and optional filtering.
• smi_get_exportFetches 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_exportCreates 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_exportsSubmits previously created SMI export drafts (Draft status only) for processing.
• smi_list_projectsLists SMI projects with pagination.
• smi_list_productsLists the SMI reference set of products.
• smi_list_platformsLists the SMI reference set of platforms.
• smi_list_statusesLists the SMI reference set of statuses.
• smi_list_relationshipsLists the SMI reference set of relationships.
• smi_get_report_findingsLists 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
• smi_get_deep_report_releasesLists 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 g
• smi_get_export_releasesLists releases for a given SMI export, with pagination.
• smi_check_order_completeChecks 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 att
• searchOpen-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 y
• fetchFetches 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_
• smi_analyzeScores 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 ver
• smi_add_subject_addressAttaches a postal address to an SMI subject.
• smi_add_subject_phoneAttaches a phone number to an SMI subject.
• smi_add_subject_emailAttaches an email address to an SMI subject.
• smi_add_subject_aliasAttaches an alias to an SMI subject.
• smi_add_subject_surnameAttaches a surname to an SMI subject.
• smi_add_subject_urlAttaches a url to an SMI subject.
• smi_add_subject_employerAttaches an employer to an SMI subject.
• smi_add_subject_employeeAttaches an employee to an SMI subject (for COMPANY-type subjects).
• smi_add_subject_employee_urlAttaches a url to an SMI subject employee, referenced by the subjectEmployeeId returned from smi_add_subject_employee.
• smi_add_subject_educationAttaches an educational institution to an SMI subject.
• smi_add_subject_relationshipAttaches a relationship to an SMI subject, using a relationshipId from smi_list_relationships.
• smi_add_subject_relationship_urlAttaches a url to an SMI subject relationship, referenced by the subjectRelationshipId returned from smi_add_subject_relationship.
• smi_update_subjectPartially 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
• smi_get_subjectReads 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. da

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