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About the AI MCP

The Model Context Protocol (MCP) connects AI tools to workspace context and explicit approvals. It helps operators inspect evidence, prepare next steps, and confirm sensitive actions without turning unavailable data into a successful result.
/api/ai/mcp
SSE: /api/ai/stream
Approvals + Audit
Open API Docs
Inputs
Workspace-authorized records, source-attributed public facts where available, operator inputs, model settings, and identity/RBAC context form the inputs available to each tool. A tool must expose missing or unavailable evidence instead of filling the gap silently.
Model Registry
Models are selected based on task and policy. The registry allows easy addition of providers and variants, wired to user-facing AI settings.
Security Context
Every call carries workspace/user identity, roles, and correlationId. Approvals are enforced before sensitive actions. All events are auditable.
Events & Streaming
Real-time updates stream over Server-Sent Events (SSE). Standardized ai.* events let the UI update feeds, show statuses, and correlate actions across surfaces.
Approvals & Audit
Approval states are persisted (TypeORM + Postgres) with actor attribution, reasons, and correlationId. SSE broadcasts keep the UI consistent everywhere.
AI Insights
Outputs preserve source and provenance context, distinguish facts from operator assumptions, and report insufficient or unavailable evidence explicitly. Operators can review that boundary before approving a next step.
Feature Tie-ins
Calendar
AI schedules follow-ups and SLA alerts using workflow triggers.Go to Calendar
Document Center
Generate, QA, and redline with audit-friendly explanations.Go to Documents
Tasks
Tasks are created from chat and approvals; correlated end-to-end.Go to Tasks
Collaboration
Mentions and summaries propagate via ai.* events to keep teams aligned.Go to Collaboration
Deal Pipeline
A separately reviewed analysis or calculator version can be attached to an exact deal after confirmation. The assistant does not create the deal or move its stage automatically.Go to Pipeline
Automation
workflow.trigger runs gated automations with full auditing.Go to Automation