Helios-9 MCP Server

An AI-native Model Context Protocol (MCP) server that provides comprehensive project management context to AI agents. Built for seamless integration with Claude, OpenAI, and other AI systems via the Helios-9 API.

📌 Current Status

Stability: Ready for Core Features
Active Tools: 21 (Projects, Initiatives, Tasks, Documents - full hierarchy support)
API Integration: ✅ Fully integrated with Helios-9 SaaS API

🌟 Features

Core Capabilities

  • Project Management: Create, read, update projects with full context
  • Task Operations: Kanban boards, task creation, status tracking
  • Document Management: Markdown documents with frontmatter metadata
  • AI Integration: Structured metadata for optimal AI collaboration
  • Real-time Context: Live project statistics and activity feeds

MCP Protocol Support

  • Tools: 21 tools for projects, initiatives, tasks, and documents
  • Resources: Dynamic project and document resources
  • Prompts: 9 AI-optimized prompt templates for project workflows

AI-First Design

  • Frontmatter Support: YAML metadata for AI instructions
  • Link Analysis: Internal document linking with [[document-name]] syntax
  • Basic Search: Keyword search across projects, tasks, and documents
  • Semantic Search: Coming soon with Supabase pgvector integration

🚀 Quick Start

Prerequisites

  • Node.js 16+
  • Access to Helios-9 main application with API key generation
  • MCP-compatible AI client (Claude Desktop, OpenAI, etc.)

Installation Options

Option 1: Run directly with npx (Recommended)

npx -y helios9-mcp-server@latest --api-key YOUR_HELIOS9_API_KEY

Option 2: Clone and build locally

  1. Install dependencies:

    npm install
    
  2. Configure environment:

    cp .env.example .env
    # Edit .env with your Helios-9 API configuration
    
  3. Build the server:

    npm run build
    
  4. Start the server:

    npm start
    

Environment Variables

# Required - Helios-9 API Configuration
HELIOS_API_URL=https://www.helios9.app
HELIOS_API_KEY=your_generated_api_key

# Optional
LOG_LEVEL=info
NODE_ENV=development

🔑 API Key Generation

From Helios-9 Main Application

  1. Login to your Helios-9 application
  2. Navigate to Settings > API Keys
  3. Click "Generate New API Key"
  4. Copy the generated key (it will only be shown once)
  5. Set permissions for the key (read/write access to projects, tasks, documents)
  6. Add the key to your MCP server environment

API Key Permissions

Your API key controls access to:

  • Projects: Create, read, update, delete projects
  • Tasks: Manage tasks within your projects
  • Documents: Create and manage project documentation
  • Analytics: Access project insights and metrics

📋 Available Tools

✅ Project Tools

  • list_projects - List all projects with filtering
  • get_project - Get detailed project information
  • create_project - Create new project
  • update_project - Update existing project

✅ Task Tools

  • list_tasks - List tasks with filtering
  • get_task - Get specific task details
  • create_task - Create new task
  • update_task - Update task status/details

✅ Document Tools

  • list_documents - List documents with filtering
  • get_document - Get specific document
  • create_document - Create markdown document (requires project_id)
  • update_document - Update document content

Note: All tools require proper API key authentication and respect user-level data isolation.

🚧 Coming Soon

  • Semantic search across all content
  • Task dependencies and workflows
  • AI conversation tracking
  • Advanced analytics and insights
  • Document collaboration features

🔗 Resources & Prompts

Available Resources (24 total)

Projects: /projects, /project/{id}/context, /project/{id}/health, /project/{id}/timeline
Initiatives: /initiatives, /initiatives?project_id={id}, /initiative/{id}, /initiative/{id}/context
Tasks: /tasks, /tasks?project_id={id}, /tasks?initiative_id={id}, /task/{id}
Documents: /documents, /documents?project_id={id}, /document/{id}
Workspace: /workspace/overview, /workspace/analytics
Search: /search?q={query}, /search/semantic?q={query}
Conversations: /conversations?project_id={id}, /conversation/{id}
Workflows: /workflows, /workflow/{id}

Available Prompts

Planning & Strategy:

  • project_planning - Generate full project plans with initiatives
  • initiative_strategy - Strategic planning for initiatives
  • task_breakdown - Break features into actionable tasks
  • sprint_planning - Plan sprints with current context

Analysis & Review:

  • project_health_check - Analyze project health
  • document_review - Review and improve documentation
  • daily_standup - Generate standup reports
  • project_kickoff - Initial project structuring

Special Features:

  • helios9_personality - HELIOS-9's sardonic AI insights

🔧 Integration Examples

Claude Desktop Configuration

Add to your claude_desktop_config.json:

Option 1: Using npx (Recommended)

{
  "mcpServers": {
    "helios9": {
      "command": "npx",
      "args": ["-y", "helios9-mcp-server@latest"],
      "env": {
        "HELIOS_API_URL": "https://helios9.app",
        "HELIOS_API_KEY": "your_generated_api_key"
      }
    }
  }
}

Option 2: Using local installation

{
  "mcpServers": {
    "helios9": {
      "command": "node",
      "args": ["/path/to/helios9-MCP-Server/dist/index.js"],
      "env": {
        "HELIOS_API_URL": "https://helios9.app",
        "HELIOS_API_KEY": "your_generated_api_key"
      }
    }
  }
}

Cline/Continue Integration

{
  "mcpServers": {
    "helios9": {
      "command": "node",
      "args": ["/path/to/helios9-MCP-Server/dist/index.js"],
      "env": {
        "HELIOS_API_URL": "https://www.helios9.app", 
        "HELIOS_API_KEY": "your_generated_api_key"
      }
    }
  }
}

OpenAI Integration

from mcp import MCPClient
import os

# Set environment variables
os.environ["HELIOS_API_URL"] = "https://www.helios9.app"
os.environ["HELIOS_API_KEY"] = "your_generated_api_key"

client = MCPClient()
client.connect_stdio("node", ["/path/to/dist/index.js"])

# List projects
projects = client.call_tool("list_projects", {})

# Create task
task = client.call_tool("create_task", {
    "project_id": "uuid",
    "title": "Implement user authentication",
    "priority": "high"
})

📊 Data Models

Project

interface Project {
  id: string
  user_id: string
  name: string
  description?: string
  status: 'active' | 'completed' | 'archived'
  created_at: string
  updated_at: string
}

Task

interface Task {
  id: string
  title: string
  description?: string
  status: 'todo' | 'in_progress' | 'done'
  priority: 'low' | 'medium' | 'high'
  project_id: string
  assignee_id?: string
  due_date?: string
  created_at: string
  updated_at: string
  created_by: string
}

Document

interface Document {
  id: string
  title: string
  content: string  // Markdown with frontmatter
  document_type: 'requirement' | 'design' | 'technical' | 'meeting_notes' | 'note' | 'other'
  project_id: string  // Required
  created_at: string
  updated_at: string
  created_by: string
}

🔒 Security

Authentication

  • API Key Authentication: Generated from your Helios-9 application
  • Secure Storage: API keys are securely stored and managed in Helios-9
  • User Context: All operations are performed in the context of the API key owner

Data Access

  • User Isolation: API enforces user-level data access controls
  • Permission-based: API keys can have granular permissions
  • Audit Logging: All API calls are logged for security and debugging

Rate Limiting

  • API-level: Rate limiting is enforced by the Helios-9 API
  • Per-key Limits: Different limits can be set per API key
  • Configurable: Limits can be adjusted in the Helios-9 admin panel

🏗️ Architecture

API-First Design

┌─────────────────┐    ┌──────────────────┐    ┌─────────────────┐
│   AI Client     │────│  Helios-9 MCP    │────│  Helios-9 API   │
│  (Claude, etc.) │    │     Server       │    │   Application   │
└─────────────────┘    └──────────────────┘    └─────────────────┘
                               │                          │
                       ┌───────▼──────────┐              │
                       │  Authentication  │              │
                       │   (API Key)      │              │
                       └──────────────────┘              │
                                                         │
                                                ┌────────▼────────┐
                                                │    Database     │
                                                └─────────────────┘

Benefits of API Integration

  • Centralized Auth: Authentication handled by main application
  • Consistent Data: Single source of truth for all data
  • Security: API-level security controls and monitoring
  • Scalability: Can serve multiple MCP clients
  • Maintainability: Single codebase for data operations

📈 Monitoring

Health Checks

The server provides health information through logging:

  • API connection status
  • Authentication state
  • Tool execution metrics
  • Error rates and types

Metrics Available

  • Tool call frequency
  • Response times
  • Authentication success/failure
  • API endpoint usage patterns

🛠️ Troubleshooting

Common Issues

Authentication Failed

# Check API key validity
curl -H "Authorization: Bearer YOUR_API_KEY" https://www.helios9.app/api/auth/validate

Connection Issues

# Verify API URL is accessible
curl https://www.helios9.app/api/health

Permission Errors

  • Check API key permissions in Helios-9 admin panel
  • Ensure key has access to required resources (projects, tasks, documents)

Log Analysis

# Enable debug logging
LOG_LEVEL=debug npm start

# Look for API-specific errors
grep "API Error" logs/*.log

🤝 Contributing

Development Setup

  1. Fork the repository
  2. Create feature branch
  3. Make changes with tests
  4. Submit pull request

Code Style

  • TypeScript strict mode
  • ESLint configuration
  • Prettier formatting
  • Conventional commits

📝 License

This project is part of the Helios-9 platform. See the main project LICENSE for details.

🆘 Support

Documentation

Community

  • GitHub Issues for bugs and features
  • Discussions for questions and ideas
  • Discord for real-time chat

📦 Publishing to npm

For Maintainers

  1. Login to npm:

    npm login
    # Enter your npm credentials
    
  2. Verify package before publishing:

    # Dry run to see what will be published
    npm publish --dry-run
    
    # Check package size
    npm pack --dry-run
    
  3. Publish to npm:

    # For initial publish or updates
    npm publish
    
    # For beta/alpha releases
    npm publish --tag beta
    
  4. Verify publication:

    # Check if package is available
    npm view helios9-mcp-server
    
    # Test installation
    npx -y helios9-mcp-server@latest --help
    

Version Management

Update version before publishing:

# Patch release (1.0.0 -> 1.0.1)
npm version patch

# Minor release (1.0.0 -> 1.1.0)
npm version minor

# Major release (1.0.0 -> 2.0.0)
npm version major

Built with ❤️ for the AI-native future of project management

🚀 Roadmap

Coming Soon

  • Semantic Search: AI-powered search using OpenAI embeddings and Supabase pgvector
  • Task Dependencies: Link related tasks and track workflows
  • AI Conversations: Save and analyze AI agent interactions
  • Advanced Analytics: Project insights and productivity metrics
  • Bulk Operations: Update multiple items at once
  • Workflow Automation: Trigger-based task creation and updates

Future Vision

  • Multi-agent collaboration support
  • Custom tool creation framework
  • Integration with popular project management tools
  • Real-time collaboration features

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