consultant-ai

# consultant-ai **AI-powered MCP server for independent consultants and small businesses.** [](https://github.com/jakeolschewski/consultant-ai/actions/workflows/ci.yml) [](https://badge.fury.io/js/consultant-ai) [](https://opensource.org/licenses/MIT) [](https://github.com/jakeolschewski/consultant-ai/stargazers) [](https://github.com/jakeolschewski/consultant-ai/network/members) [](https://github.com/jakeolschewski/consultant-ai/issues) [](https://github.com/jakeolschewski/consultant-ai/commits/main) [](https://modelcontextprotocol.io) [](https://thewedgemethodai.com) > **Built by Jake Olschewski** — AI automation consultant, creator of [WEDGE Method](https://thewedgemethodai.com), author of 332+ published AI articles. > > 🚀 **[Get the AI Readiness Audit ($3,000)](https://buy.stripe.com/fZu4gz4yv6oz05YfrKbEA0p)** — Find out exactly where AI can save your business money. Use code `LAUNCH20` for 20% off — just $2,400. > > 📦 **[AI Automation Blueprint ($147)](https://buy.stripe.com/3cI8wP2qndR14me5RabEA0z)** — Templates, pricing calculator, SOW, and proposal for selling AI projects. > > 🛠️ **[AI Consulting Discovery Toolkit ($39)](https://buy.stripe.com/bJeaEX5Cz8wH05YfrKbEA0l)** — 50+ prompts and frameworks for AI consultants. > Part of the **[WEDGE Method ecosystem](https://thewedgemethodai.com)** — AI strategy and implementation for modern businesses. ## 🤝 Work With Me If these tools are useful, you might benefit from a custom AI consulting engagement. I help solopreneurs and small teams deploy AI workflows that save hours per week. **[→ Apply for a free AI Discovery Call](https://docs.google.com/forms/d/e/1FAIpQLSd0GSjcTxKsTopJkaXzH6WvkfQ8_d5hzWZKkfZ9QqmesWGPig/viewform)** Connect to any MCP-compatible AI client — Claude Desktop, Cursor, ChatGPT — and get 10 production-ready consulting automation tools: proposals, invoices, SOWs, meeting prep, competitive analysis, time tracking, and more. --- ## Why consultant-ai? - **MCP is the hottest protocol in AI right now.** Every major AI client supports it. consultant-ai is the first MCP server built specifically for consultants. - **Solo consultants are the fastest-growing AI adopters.** This gives them enterprise-grade operations without enterprise overhead. - **Built by consultants, for consultants.** Every tool is based on real consulting workflows, not generic templates. --- ## Quick Start ### One command (no install): ```bash npx consultant-ai ``` ### Claude Desktop setup: Add to `~/Library/Application Support/Claude/claude_desktop_config.json`: ```json { "mcpServers": { "consultant-ai": { "command": "npx", "args": ["-y", "consultant-ai"] } } } ``` Restart Claude Desktop. Done. --- ## Tools | Tool | Description | |------|-------------| | `generate_proposal` | Full consulting proposal — scope, timeline, investment, signature block | | `research_client` | Pre-meeting research brief with talking points and objection handling | | `prepare_meeting` | Agenda, key questions, watch-outs, and follow-up template | | `generate_invoice` | Professional invoice with line items, tax, and payment instructions | | `generate_sow` | Statement of Work with milestones, IP terms, change management | | `draft_follow_up` | Post-meeting email with action items and meeting notes | | `analyze_competition` | Competitive landscape, SWOT, and positioning recommendations | | `track_time` | Log time entries and generate reports (persisted locally) | | `generate_project_status` | Client-ready status update with milestone progress tracker | | `generate_weekly_report` | Weekly activity report for internal or client-facing use | ### Prompt Templates 8 pre-built WEDGE framework prompt templates: - Cold email outreach - Proposal executive summaries - Discovery call synthesis - LinkedIn thought leadership posts - Project debriefs and case studies - Pricing recommendations - Objection handling scripts - SOW scope definition ### Resource Templates Access structured Markdown templates for proposals, SOWs, invoices, meeting notes, weekly reports, and project status updates — plus a consulting best practices knowledge base. --- ## Example Usage Once installed in Claude Desktop, try: **Generate a proposal:** > "Use generate_proposal to create a proposal for a 6-week brand strategy project with Acme Corp. Budget $15K–$20K. Deliverables: brand audit, positioning framework, messaging guide. My name is Jordan Blake." **Research a client before a meeting:** > "Use research_client to prepare a research brief for a discovery meeting with Shopify. Meeting type: discovery. Contact: Marcus Johnson, VP of Merchant Success." **Log time:** > "Use track_time to log 2.5 hours on the Acme project today. Working on stakeholder interview synthesis. Billable at $200/hr." **Weekly report:** > "Use generate_weekly_report to create my weekly report. I worked 12 hours on Acme (completed process mapping, three stakeholder interviews). Next week priorities: deliver bottleneck report, schedule executive presentation." --- ## The WEDGE Framework consultant-ai is built on the WEDGE prompt methodology — a 5-part structure for getting expert-level outputs from AI tools: **W**ho — Define the AI's role **E**stablish context — Your specific situation **D**efine deliverable — Exactly what to produce **G**uide constraints — Quality rules and format **E**valuate — Self-check before responding All 8 prompt templates in consultant-ai use WEDGE. Access the full guide at `consultant-ai://knowledge/wedge-framework-guide` in your AI client, or visit [thewedgemethodai.com](https://thewedgemethodai.com). --- ## Architecture ``` src/ ├── index.ts # MCP server entry point (stdio transport) ├── server.ts # Tool/prompt/resource registration ├── tools/ # 10 MCP tool implementations │ ├── proposal-generator.ts │ ├── client-research.ts │ ├── meeting-prep.ts │ ├── invoice-generator.ts │ ├── sow-generator.ts │ ├── follow-up-drafter.ts │ ├── competitive-analysis.ts │ ├── time-tracker.ts │ ├── project-status.ts │ └── weekly-report.ts ├── prompts/ # WEDGE framework + consulting prompts ├── resources/ # Document templates + knowledge base └── utils/ # Markdown, date, validation helpers ``` - **Protocol:** Model Context Protocol (MCP) via stdio transport - **Validation:** Zod on all tool inputs - **Persistence:** Time tracking stored at `~/.consultant-ai/timesheet.json` - **Output:** Well-formatted Markdown documents - **Runtime:** Node.js 18+ --- ## Documentation - [Getting Started](./docs/getting-started.md) - [Tools Reference](./docs/tools-reference.md) - [Claude Desktop Setup](./docs/claude-desktop-setup.md) - [Cursor Setup](./docs/cursor-setup.md) --- ## Development ```bash git clone https://github.com/jakeolschewski/consultant-ai cd consultant-ai npm install npm run dev # Run in development mode npm test # Run tests npm run build # Build for production npm run lint # Lint ``` ### Adding a Tool 1. Create `src/tools/your-tool.ts` with a Zod schema and generator function 2. Register it in `src/server.ts` 3. Add tests in `tests/tools/your-tool.test.ts` 4. Document in `docs/tools-reference.md` See [CONTRIBUTING.md](./CONTRIBUTING.md) for the full guide. --- ## Roadmap - [ ] `contract-renewal-planner` — Proactive renewal tracking and client health scoring - [ ] `rate-calculator` — Value-based pricing calculator with market benchmarks - [ ] `nda-generator` — Mutual NDA generation from a minimal input set - [ ] `onboarding-kit` — New client onboarding package generator - [ ] `case-study-writer` — Structured case study from project notes - [ ] `retainer-proposal` — Retainer-specific proposal format - [ ] MCP Resources: live calendar integration hooks - [ ] WEDGE Autopilot SaaS (cloud-hosted, advanced features) --- ## Contributing Contributions are welcome. See [CONTRIBUTING.md](./CONTRIBUTING.md) for guidelines. - [Open an issue](https://github.com/jakeolschewski/consultant-ai/issues) - [Start a discussion](https://github.com/jakeolschewski/consultant-ai/discussions) - [Submit a pull request](https://github.com/jakeolschewski/consultant-ai/pulls) --- ## Also by WEDGE Method - **[awesome-solopreneur-ai](https://github.com/jakeolschewski/awesome-solopreneur-ai)** — 367+ curated AI tools for solopreneurs, freelancers, and one-person businesses - [WedgeGuard](https://github.com/jakeolschewski/wedgeguard) — VS Code extension: lock code with Wedges, generate with local AI - **[business-prompts](https://github.com/jakeolschewski/business-prompts)** — 94 production-ready AI prompts for every business function - [WedgeGuard](https://github.com/jakeolschewski/wedgeguard) — VS Code extension: lock code with Wedges, generate with local AI - **[WEDGE Autopilot](https://thewedgemethodai.com)** — The full AI consulting suite (SaaS) --- ## Support the Project If consultant-ai saves you time, consider supporting development: - ⭐ Star this repo - [GitHub Sponsors](https://github.com/sponsors/jakeolschewski) - [WEDGE Method](https://thewedgemethodai.com) --- ## Star History [](https://star-history.com/#jakeolschewski/consultant-ai&Date) --- ## License MIT © [WEDGE Method LLC](https://thewedgemethodai.com) --- ## 🤝 Support This Project If consultant-ai helps your workflow, consider supporting its development: - ⭐ **Star this repo** — it helps others discover it - 💖 **[Sponsor on GitHub](https://github.com/sponsors/jakeolschewski)** — fund continued development - 📧 **[Get the AI Consulting Discovery Toolkit ($39)](https://buy.stripe.com/bJeaEX5Cz8wH05YfrKbEA0l)** — 50+ prompts, frameworks, and templates for AI consultants ## 🔗 More from Jake - 🌐 [WEDGE Method AI](https://thewedgemethodai.com) — SaaS platform for AI-powered business automation - 📝 [332+ AI Articles on Dev.to](https://dev.to/wedgemethoddev) — tutorials, guides, and deep dives - 🔍 [NovaForge AI Readiness Audit](https://buy.stripe.com/fZu4gz4yv6oz05YfrKbEA0p) — comprehensive business AI assessment ($3,000 — use LAUNCH20 for $2,400) - 📦 [AI Automation Blueprint](https://buy.stripe.com/3cI8wP2qndR14me5RabEA0z) — sell, scope, price, and deliver AI projects ($147) - 🛠️ [AI Consulting Discovery Toolkit](https://buy.stripe.com/bJeaEX5Cz8wH05YfrKbEA0l) — 50+ prompts and frameworks ($39) --- *Built with ❤️ by [Jake Olschewski](https://github.com/jakeolschewski) under WEDGE Method LLC* --- *Built with [Model Context Protocol](https://modelcontextprotocol.io) · [WEDGE Method](https://thewedgemethodai.com)* ## 🤝 Work With Me If these tools are useful, you might benefit from a custom AI consulting engagement. I help solopreneurs and small teams deploy AI workflows that save hours per week. **[→ Apply for a free AI Discovery Call](https://docs.google.com/forms/d/e/1FAIpQLSd0GSjcTxKsTopJkaXzH6WvkfQ8_d5hzWZKkfZ9QqmesWGPig/viewform)**