@practiq/mcp

AI-native practice management context layer for small professional services firms managing 50-200 clients.

No database. No cloud. Just local JSON files and 10 practice intelligence tools that work inside Claude Desktop, Claude Code, or any MCP-compatible client.

Quick Start

Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "practiq": {
      "command": "npx",
      "args": ["-y", "@practiq/mcp"]
    }
  }
}

Claude Code

claude mcp add practiq -- npx -y @practiq/mcp

Global Install

npm install -g @practiq/mcp
practiq-mcp

Tools

1. morning_briefing

Generate a prioritized daily briefing across all clients.

Input:  { vertical?: "accounting" | "law" | "hr" | "consulting" | "agency" | "other" }
Output: Overdue deadlines, upcoming items, stale clients, recent activity, at-risk clients

Example prompt: "Good morning, what do I need to focus on today?"

2. client_context

Full context dump for a specific client.

Input:  { client_name: "Smith & Associates" }
Output: Profile, contacts, engagement, interaction history, deadlines, health score, notes

Example prompt: "Tell me everything about Smith & Associates."

3. add_client

Add a new client to the practice roster.

Input:  {
  name: "Johnson Corp",
  vertical: "accounting",
  contacts: [{ name: "Sarah Johnson", role: "CEO", email: "[email protected]", isPrimary: true }],
  engagement_type: "monthly retainer",
  value: 2500,
  notes: "Referred by Kim's Restaurant"
}

Example prompt: "Add Johnson Corp as a new accounting client. Sarah Johnson is the CEO, email [email protected]. Monthly retainer at $2,500."

4. log_interaction

Log a client interaction (meeting, email, call, or note).

Input:  {
  client_name: "Smith & Associates",
  type: "meeting",
  summary: "Quarterly review. Revenue up 15%. Discussed tax planning for Q4.",
  action_items: ["Send updated tax projection", "Schedule follow-up in 2 weeks"]
}

Example prompt: "I just had a meeting with Smith & Associates. Revenue is up 15%. We discussed Q4 tax planning. I need to send them an updated projection and schedule a follow-up in 2 weeks."

5. week_priorities

Get a prioritized focus list for the week.

Input:  {}
Output: Ranked client list with priority scores and reasoning

Example prompt: "What should I focus on this week?"

6. prepare_meeting

Pre-meeting context bundle for a client.

Input:  { client_name: "Johnson Corp", meeting_purpose: "quarterly review" }
Output: Client snapshot, contacts, recent interactions, open items, deadlines, talking points

Example prompt: "I have a meeting with Johnson Corp in an hour. Prepare me."

7. search_clients

Full-text search across all client data.

Input:  { query: "tax planning" }
Output: Matching clients and interactions with relevant excerpts

Example prompt: "Which clients have we discussed tax planning with?"

8. client_health

Health score for one or all clients.

Input:  { client_name?: "Smith & Associates" }
Output: Score 0-100, band (Healthy/Watch/At Risk/Critical), dimension breakdown

Example prompt: "Show me the health of all my clients." or "How is Smith & Associates doing?"

9. handoff_brief

Generate a handoff document for transitioning a client.

Input:  {
  client_name: "Smith & Associates",
  outgoing_person: "Jennifer",
  incoming_person: "Emily"
}
Output: Complete handoff document with profile, contacts, history, deadlines, checklist

Example prompt: "Generate a handoff brief for Smith & Associates. I'm transitioning them from Jennifer to Emily."

10. deadline_tracker

Track and manage deadlines across the practice.

# List all deadlines
Input:  { action: "list" }

# Add a deadline
Input:  { action: "add", client_name: "Smith", description: "Q1 tax filing", due_date: "2026-04-15", priority: "high" }

# Complete a deadline
Input:  { action: "complete", deadline_id: "uuid-here" }

Example prompt: "What deadlines are coming up?" or "Add a deadline for Smith's Q1 tax filing, due April 15, high priority."

Data Storage

All data is stored locally as human-readable JSON files:

~/.practiq/
  clients/
    smith-associates.json       # Client profile
    johnson-corp.json
  interactions/
    smith-associates.jsonl      # Append-only interaction log
    johnson-corp.jsonl
  deadlines/
    deadlines.json              # All deadlines across clients

Custom data directory

Set the PRACTIQ_DATA_DIR environment variable:

{
  "mcpServers": {
    "practiq": {
      "command": "npx",
      "args": ["-y", "@practiq/mcp"],
      "env": {
        "PRACTIQ_DATA_DIR": "/path/to/your/data"
      }
    }
  }
}

Who This Is For

• CPA firms managing monthly closes, tax seasons, and 50-200 clients
• Law firms tracking client matters, deadlines, and team handoffs
• HR advisory managing employee relations across client organizations
• Consulting firms juggling multiple engagements and deliverables
• Agencies tracking client projects, contacts, and account health

Why This Exists

Every existing MCP server is a data connector. They answer "give me X from Y system." None of them answer:

• "What needs my attention across ALL my clients right now?"
• "Brief me on Client X before my 2pm meeting"
• "Which clients need attention this week?"
• "Generate a handoff document for this client transition"

Practiq is a practice intelligence layer, not a pipe. It synthesizes client data into actionable briefings, priorities, and health scores.

Development

cd mcp-server
npm install
npm run build        # Compile TypeScript
npm run type-check   # Type-check without emitting
npm run dev          # Run with tsx (development)

License

MIT

Built by Cliwant for small professional services firms managing 50-200 clients.