MCP Server

Overview

The Doris MCP server exposes the ontology as tools that AI assistants can call directly. Ask questions about deals, commitments, and stakeholders in natural language — the AI translates your question into the right ontology queries automatically. Endpoint: https://mcp.meetdoris.com/mcp Transport: Streamable HTTP Auth: OAuth 2.1 via your Doris login (Auth0). On first connection, a browser popup handles authentication.

Setup

Claude Code

claude mcp add --transport http doris https://mcp.meetdoris.com/mcp

Claude Desktop

Add to your MCP config (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "doris": {
      "command": "npx",
      "args": ["mcp-remote", "https://mcp.meetdoris.com/mcp"]
    }
  }
}

Cursor

Settings > Features > MCP > Add Server > Streamable HTTP > https://mcp.meetdoris.com/mcp

ChatGPT

Developer Mode > Add Connector > https://mcp.meetdoris.com/mcp

Windsurf

Add to your MCP configuration:

{
  "mcpServers": {
    "doris": {
      "serverUrl": "https://mcp.meetdoris.com/mcp"
    }
  }
}

Available Tools

The MCP server exposes 10 tools that mirror the REST API — eight read tools and two write tools:

ontology_types

List all entity types or get the schema for a specific type.

Parameter	Type	Required	Description
`type_name`	string	No	Specific type to get schema for. Omit to list all types.

Example prompt: “What entity types are available in Doris?“

ontology_resolve

Resolve a single entity by type and ID, with optional expand keys for related data.

Parameter	Type	Required	Description
`type_name`	string	Yes	Entity type (e.g., `deal`, `meeting`, `commitment`)
`object_id`	string	Yes	Entity ID
`expand`	string[]	No	Related data to include (e.g., `stakeholders`, `commitments`)
`expand_params`	object	No	Per-expand-key options, such as transcript search terms or limits

Available expand keys for deals: stakeholders, commitments, objections, competitors, meetings, strategy, emails, agent_summary, activity, insights, assessments, brief, pipeline_stages Example prompt: “Show me the Acme deal with its stakeholders and open commitments”

ontology_list

List entities of a specific type with filtering, sorting, and expand support.

Parameter	Type	Required	Description
`object_type`	string	Yes	Type to list (e.g., `deal`, `commitment`)
`filters`	object	No	Filter criteria (e.g., `{"stage": "Discovery"}`)
`sort`	string	No	Sort field and direction (e.g., `created_at:desc`)
`expand`	string[]	No	Related data to include
`limit`	number	No	Max results (default 25, max 100)
`offset`	number	No	Pagination offset
`mine`	boolean	No	Restrict to entities owned by or assigned to you
`include_links`	boolean	No	Include relationship counts for each result
`changes_since`	string	No	Only return entities created or updated after this ISO-8601 timestamp
`cursor`	string	No	Keyset pagination cursor from a previous response

Example prompt: “List all deals in the Negotiation stage with their commitments”

ontology_search

Full-text search across all entity types.

Parameter	Type	Required	Description
`query`	string	No	Free-text search query
`types`	string[]	No	Restrict search to specific types
`filters`	object	No	Filter criteria
`sort`	string	No	Sort field and direction
`limit`	number	No	Max results (default 25, max 100)
`offset`	number	No	Pagination offset
`mine`	boolean	No	Restrict to entities owned by or assigned to you
`search_fields`	string[]	No	Target search zones such as `title`, `content`, or `body`
`include_links`	boolean	No	Include relationship counts for each result
`changes_since`	string	No	Only return entities created or updated after this ISO-8601 timestamp
`cursor`	string	No	Keyset pagination cursor from a previous response

Example prompt: “Search for anything mentioning ‘pricing comparison’ across commitments”

ontology_batch

Resolve up to 50 entities in a single call.

Parameter	Type	Required	Description
`refs`	object[]	Yes	List of `{"type": "...", "id": "..."}` references

Example prompt: “Get details on deals deal_1, deal_2, and deal_3”

ontology_traverse

Follow relationships from one entity to discover connected entities.

Parameter	Type	Required	Description
`source_type`	string	Yes	Type of the source entity
`source_id`	string	Yes	ID of the source entity
`link_type`	string	No	Filter by relationship type
`target_type`	string	No	Filter by target entity type
`limit`	number	No	Max results (default 50, max 200)
`link_filter`	object	No	Filter by link properties, such as stakeholder role

Example prompt: “What entities are linked to this deal?“

ontology_aggregate

Group-by aggregation over an object type — counts and metrics bucketed by a field.

Parameter	Type	Required	Description
`object_type`	string	Yes	Type to aggregate (e.g., `deal`, `commitment`)
`group_by`	string	No	Field to group results by (e.g., `stage`, `owner_name`)
`metrics`	string[]	No	Metrics to compute per group (e.g., `sum:amount`); defaults to a per-group count
`filters`	object	No	Filter criteria applied before aggregation
`mine`	boolean	No	Restrict to entities owned by/assigned to you
`time_bucket`	string	No	Bucket results by time period (e.g., `month`, `week`)
`time_field`	string	No	Date field to bucket on when `time_bucket` is set

Example prompt: “How many deals are in each stage, and what’s the total value per stage?“

search_transcripts

Full-text search over meeting transcript turns — find exactly what was said and where.

Parameter	Type	Required	Description
`query`	string	Yes	Search terms matched against spoken words
`date_from`	string	No	ISO-8601 lower bound on meeting start time
`date_to`	string	No	ISO-8601 upper bound on meeting start time
`mine`	boolean	No	Restrict to your own meetings; defaults to `true`
`deal_id`	string	No	Restrict to meetings linked to this deal
`meeting_id`	string	No	Restrict to a single meeting
`meeting_ids`	string[]	No	Restrict to several meetings
`speaker`	string	No	Filter to turns whose speaker name contains this string
`limit`	number	No	Max turns to return (default 25)

Example prompt: “Every time security came up in the Acme calls, what was said?”

Write Tools

Writes are a deliberately small, self-describing surface — just two tools. ontology_update makes typed field writes; ontology_action runs named domain actions (e.g. completing a commitment, moving a plan card). You never need a new tool per entity: capabilities are discovered live through ontology_types, which advertises each type’s writable_fields and actions — including each action’s name, description, and JSON-Schema params_schema. As new writable types and actions ship, an AI assistant learns them automatically the next time it inspects the schema, with no client changes.

Writes require the ontology:write scope. Reads only need ontology:read, which every token carries; ontology:write is granted only when your token actually holds it. A read-only token that calls a write tool is rejected with a forbidden error before anything is mutated.

ontology_update

Write typed fields on an entity. Only the fields a type lists under writable_fields are accepted — unknown or read-only fields are rejected (no mass-assignment).

Parameter	Type	Required	Description
`type_name`	string	Yes	The entity type (see `ontology_types` for its `writable_fields`)
`object_id`	string	Yes	The entity ID to update
`patch`	object	Yes	Field → value map; only the type’s writable fields are allowed

Returns {"ok": true, "id": ...} on success, or an error envelope (e.g. invalid_request, not_found, forbidden). Example prompt: “Push the due date on this commitment to next Friday”

ontology_action

Run a named domain action on an entity. Each type advertises its actions (and their parameter schemas) via ontology_types.

Parameter	Type	Required	Description
`type_name`	string	Yes	The entity type
`object_id`	string	Yes	The entity ID the action targets
`action`	string	Yes	The action name (e.g. `complete`, `move`, `add_plan_item`)
`params`	object	No	Action parameters, per the action’s `params_schema`

Returns an {"ok": true, ...} envelope on success (shape varies by action), or an error envelope. First writable types and actions:

Type	Action	What it does
`commitment`	`complete`	Mark a commitment completed (no params)
`commitment`	`reopen`	Reopen a completed commitment to pending (no params)
`commitment`	`update`	Edit `description`, `owner_type`, or `due_date`
`roundtable`	`add_plan_item`	Add a card to the mutual action plan
`roundtable`	`comment`	Post a rep comment on a room artifact
`roundtable_plan_item`	`move`	Move a plan card to a board column
`roundtable_plan_item`	`update`	Edit a plan card’s description / owner / due date / seat
`roundtable_plan_item`	`remind`	Nudge the card owner (buyer-facing — see guardrails)

Example prompt: “Mark the security-review commitment on the Acme deal as done”

Guardrails

No machine touches the buyer. Actions that could reach a buyer — such as remind on a plan card — are flagged buyer_facing and are denied to automated/agent callers. MCP calls are treated as agent-initiated, so these actions return forbidden; they only run on a human surface where a person initiates them.
Tenant-scoped. Every write is scoped to your tenant. The entity is loaded under your company before any mutation, so a request can never touch another tenant’s data — a foreign ID looks identical to a missing one (not_found).
Role-aware. Some actions (e.g. all roundtable writes) require the caller to hold the right role at the entity, such as a rep seat at the room.

Example: complete a commitment via JSON-RPC

curl -X POST https://mcp.meetdoris.com/mcp \
  -H "Authorization: Bearer <your-token>" \
  -H "Content-Type: application/json" \
  -d '{
    "jsonrpc": "2.0",
    "id": 1,
    "method": "tools/call",
    "params": {
      "name": "ontology_action",
      "arguments": {
        "type_name": "commitment",
        "object_id": "commitment_abc123",
        "action": "complete"
      }
    }
  }'

Example Conversations

Once connected, you interact naturally:

You: “What commitments are overdue on the Acme deal?” The AI calls ontology_resolve with type_name="deal", finds the Acme deal, then expands commitments and filters for overdue status.

You: “Prep me for my 2pm with Globex” The AI calls ontology_search to find the Globex deal, then ontology_resolve with expand=["stakeholders", "commitments", "strategy", "meetings"] to assemble a full prep brief.

You: “Which deals have been in Discovery for more than 30 days?” The AI calls ontology_list with object_type="deal" and filters={"stage": "Discovery"}, then checks days_in_stage on each result.

Privacy

The MCP server automatically masks personally identifiable information before data reaches your AI tool. This means contact emails, phone numbers, and LinkedIn URLs are never exposed to external LLM providers.

MCP connections always use masked mode. This is enforced server-side and cannot be changed per-request. For full or anonymous access, use the REST API with the ?privacy= query parameter.

Level	Names	Emails	Phones	LinkedIn
full	Adam Cross	adam.cross@minesoft.com	+44 7700 900123	Included
masked (MCP default)	Adam C.	a***@minesoft.com	+44 * * 0123	Omitted
anonymous	Evaluator #1	Omitted	Omitted	Omitted

How masking works

No setup required — Masking is on by default for all MCP consumers.
Deal owners preserved — Your team’s names and emails on deals remain visible in masked mode, so you always know who owns a deal.
Expand keys respected — Stakeholder and email expansions are masked. Non-PII data (commitments, objections, competitors, strategy) passes through unchanged.
Anonymous mode — Stakeholders are replaced with role-based identifiers (e.g., “Champion #1”, “Evaluator #2”) and the email expansion is omitted entirely. Only available via the REST API.

Which fields are masked

Field	Masked	Anonymous
`full_name`	First name + initials (Adam C.)	Omitted — replaced by role ID
`email`	First char + domain (a***@minesoft.com)	Omitted
`phone`	Last 4 digits visible (+44 * * 0123)	Omitted
`linkedin_url`	Omitted	Omitted
`owner_name`	Preserved (your team)	Omitted
`owner_email`	Preserved (your team)	Omitted
`sender` / `sender_email`	Initialed / masked	Omitted

When to use each level

Level	Best for	Available via
full	Internal dashboards, your own analysis	REST API only
masked	AI assistants, external LLM tools	MCP (automatic), REST API
anonymous	Customer-facing exports, shared reports	REST API only

Rate Limits

MCP uses the same tenant-level daily quota as the REST API, with endpoint-specific minute limits:

10,000 requests/day per tenant
300 req/min for resolve, list, and type operations
120 req/min for search
60 req/min for batch

Local Development

For local testing with MCP_DEV_MODE=true:

# Start the backend with dev mode
MCP_DEV_MODE=true make web

# Connect Claude Code to local server
claude mcp add --transport http doris-local http://localhost:5000/mcp

Dev mode accepts dev-token as a Bearer token without OAuth.

Ontology API

Webhooks

Guides

MCP Server

Overview

Setup

Claude Code

Claude Desktop

Cursor

ChatGPT

Windsurf

Available Tools

ontology_types

ontology_resolve

ontology_list

ontology_search

ontology_batch

ontology_traverse

ontology_aggregate

search_transcripts

Write Tools

ontology_update

ontology_action

Guardrails

Example Conversations

Privacy

How masking works

Which fields are masked

When to use each level

Rate Limits

Local Development

​Overview

​Setup

​Claude Code

​Claude Desktop

​Cursor

​ChatGPT

​Windsurf

​Available Tools

​ontology_types

​ontology_resolve

​ontology_list

​ontology_search

​ontology_batch

​ontology_traverse

​ontology_aggregate

​search_transcripts

​Write Tools

​ontology_update

​ontology_action

​Guardrails

​Example Conversations

​Privacy

​How masking works

​Which fields are masked

​When to use each level

​Rate Limits

​Local Development

Overview

Setup

Claude Code

Claude Desktop

Cursor

ChatGPT

Windsurf

Available Tools

ontology_types

ontology_resolve

ontology_list

ontology_search

ontology_batch

ontology_traverse

ontology_aggregate

search_transcripts

Write Tools

ontology_update

ontology_action

Guardrails

Example Conversations

Privacy

How masking works

Which fields are masked

When to use each level

Rate Limits

Local Development