AI-powered operations diagnostic and workflow audit MCP server for SMB consulting — CRM diagnostics, multi-stage workflow audits, industry knowledge base, and branded PDF reports
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GEMINI_API_KEYAPI keyrequiredGoogle Gemini API key for AI-powered diagnostics and audits
OPSDOCTOR_KB_API_KEYAPI keyrequiredAPI key for authenticating with the OpsDoctor knowledge base API
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get_audit_historyRetrieve past diagnostic and audit results. Filter by client name, result type, or limit. Returns structured history entries with IDs that can be used with generate_report to produce branded PDFs.Retrieve past diagnostic and audit results. Filter by client name, result type, or limit. Returns structured history entries with IDs that can be used with generate_report to produce branded PDFs.
No input schema was published for this tool.
run_diagnosticDiagnose a CRM or operational issue using AI. Provide the CRM name, symptoms, and optionally industry and company context. When an industry is specified, the diagnostic incorporates industry-specific knowledge (common systems, red flags, technology stack). Returns root causes, step-by-step fixes, v…Diagnose a CRM or operational issue using AI. Provide the CRM name, symptoms, and optionally industry and company context. When an industry is specified, the diagnostic incorporates industry-specific knowledge (common systems, red flags, technology stack). Returns root causes, step-by-step fixes, v…
No input schema was published for this tool.
generate_reportGenerate a branded PDF report from a diagnostic or audit result. Provide an audit_id to load from history, or pass inline result data. Saves the PDF to disk and returns the file path.Generate a branded PDF report from a diagnostic or audit result. Provide an audit_id to load from history, or pass inline result data. Saves the PDF to disk and returns the file path.
No input schema was published for this tool.
guided_auditRun a guided workflow audit through a structured multi-stage discovery process. Stages: "start" returns intake questions, "assess" scores the workflow, "followup" does a deep-dive, "complete" persists the final result. Each stage returns instructions for the next.Run a guided workflow audit through a structured multi-stage discovery process. Stages: "start" returns intake questions, "assess" scores the workflow, "followup" does a deep-dive, "complete" persists the final result. Each stage returns instructions for the next.
No input schema was published for this tool.
query_knowledge_baseLook up discovery questions, green/red flag guides, conversation scripts, technology stack references, data governance guidance, and vendor management entries from the OpsDoctor knowledge base. Supports filtering by industry vertical and category. No AI call — instant keyword search over embedded c…Look up discovery questions, green/red flag guides, conversation scripts, technology stack references, data governance guidance, and vendor management entries from the OpsDoctor knowledge base. Supports filtering by industry vertical and category. No AI call — instant keyword search over embedded c…
No input schema was published for this tool.
run_workflow_auditAudit an operational workflow. Supports 4 modes: "quick" (default) — single-pass AI audit returning score and recommendations. "intake" — returns 7 structured discovery questions to gather detailed workflow information (no AI call). "assess" — processes intake answers through AI for dimensional sco…Audit an operational workflow. Supports 4 modes: "quick" (default) — single-pass AI audit returning score and recommendations. "intake" — returns 7 structured discovery questions to gather detailed workflow information (no AI call). "assess" — processes intake answers through AI for dimensional sco…
No input schema was published for this tool.
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AI-powered operations diagnostic and workflow audit MCP server for SMB consulting — CRM diagnostics, multi-stage workflow audits, industry knowledge base, and branded PDF reports
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