CoCounsel Standalone — Customer Insights Tool MCP

FastAPI backend + MCP server for CoCounsel Standalone (Core/Web) customer insights data sources.

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Architecture

┌─────────────────────────────────────────────────┐
│  Claude Desktop                                 │
│  - User conversation interface                  │
│  - Synthesizes final answers from theme data    │
└────────────────┬────────────────────────────────┘
                 │ MCP Protocol (stdio)
                 ▼
┌─────────────────────────────────────────────────┐
│  MCP Server (mcp_server_standalone.py)          │
│  - 11 MCP tools (6 source-specific + 5 utility) │
│  - HTTP client to FastAPI backend               │
│  - Port 8766                                    │
└────────────────┬────────────────────────────────┘
                 │ HTTP (localhost:8766)
                 ▼
┌─────────────────────────────────────────────────┐
│  FastAPI Backend (cit/api/main.py)              │
│  - 6 data pipeline modules                      │
│  - Snowflake Cortex Search integration          │
│  - OpenArena WebSocket LLM gateway              │
│  - SSE streaming for real-time progress         │
└─────────────────────────────────────────────────┘

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Data Sources (6)

#	Source	Service	Filter	Citation URLs
1	Gong Calls	COCOUNSEL_VOC_SEARCH_SVC	None (shared, contextual)	✅ CALL_RECORDING
2	NPS	COCOUNSEL_NPS_SEARCH_SVC	NPS_SOURCE="General"	❌ Dashboard only
3	Skills Feedback	COCOUNSEL_SKILLS_SEARCH_SVC	None (Standalone-only)	❌ Dashboard only
4	Cases	COCOUNSEL_CASES_SEARCH_SVC	ESC_PRODUCT_TITLE_C != "CoCounsel Drafting"	❌ Case ID only
5	Teams Messages	COCOUNSEL_TEAMS_SEARCH_SVC	CHANNEL_NAME IN ("Core Product Feedback", "Core Product Support")	✅ WEB_URL
6	SharePoint VOC	COCOUNSEL_SHAREPOINT_SEARCH_SVC	None (Standalone-only)	✅ FILE_URL

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Quick Start

1. Install Dependencies

cd cocounsel_standalone_mcp
python3 -m venv .venv
source .venv/bin/activate  # or .venv\Scripts\activate on Windows

pip install -r requirements.txt
pip install -r requirements-mcp.txt

2. Configure Environment

cp .env.example .env
# Edit .env with your Snowflake & ESSO credentials

3. Start Backend

./run_standalone.sh

Verify:

curl http://127.0.0.1:8766/health
# Expected: {"status":"ok","product":"standalone"}

4. Configure Claude Desktop

Edit ~/.config/Claude/claude_desktop_config.json (Linux/Mac) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "cit-standalone": {
      "command": "/absolute/path/to/.venv/bin/python",
      "args": ["/absolute/path/to/cocounsel_standalone_mcp/mcp_server_standalone.py"],
      "env": {
        "CIT_API_BASE": "http://127.0.0.1:8766",
        "CIT_MCP_TIMEOUT": "200",
        "SNOWFLAKE_ACCOUNT": "a206448_prod.us-east-1",
        "SNOWFLAKE_USER": "your.email@thomsonreuters.com",
        "SNOWFLAKE_PAT": "your-token",
        "ESSO_TOKEN": "your-esso-token",
        "WS_WORKFLOW_ID": "04d8d46e-0806-4653-b8ba-e718d919c567"
      }
    }
  }
}

Restart Claude Desktop (quit completely, not just close).

5. Test

Click the tools icon (hammer) in Claude Desktop — you should see 6+ CIT tools:

• search_gong_data
• search_nps_data
• search_skills_feedback_data
• search_cases_data
• search_teams_data
• search_sharepoint_data
• cit_health_check

Test prompt:

Check the health of the CIT system.

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MCP Tools

Source-Specific Tools (6)

Tool	Description
search_gong_data	Sales & customer call transcripts
search_nps_data	NPS feedback (General/Standalone)
search_skills_feedback_data	Skills feedback (Pendo)
search_cases_data	Support cases (excludes Drafting)
search_teams_data	Teams Core channel feedback
search_sharepoint_data	Customer interviews & VOC docs

Utility Tools

Tool	Description
cit_health_check	Check backend health

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Test Prompts

Single Source Queries

1. "What are the top pricing objections in Gong calls about CoCounsel Core?"

2. "What are the main NPS complaints for CoCounsel Standalone?"

3. "Which skills are users rating lowest?"

4. "What are the most common support cases for CoCounsel Core?"

5. "What feedback came through Core Product Feedback channel this month?"

6. "What themes emerged from VOC customer interviews?"

Multi-Source Query

7. "Compare NPS feedback and Gong calls about ease of use for CoCounsel Standalone."

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Project Structure

cocounsel_standalone_mcp/
├── cit/
│   ├── api/
│   │   ├── main.py              # FastAPI app entry point
│   │   ├── schemas.py           # Pydantic request/response models
│   │   └── routers/
│   │       └── query.py         # Query router with SSE streaming
│   ├── pipelines/
│   │   ├── standalone_gong.py   # Gong calls (no filter)
│   │   ├── nps.py               # NPS (filtered: General)
│   │   ├── skills.py            # Skills (Standalone-only)
│   │   ├── cases.py             # Cases (filtered: exclude Drafting)
│   │   ├── standalone_teams.py  # Teams (filtered: Core channels)
│   │   └── standalone_sharepoint.py  # SharePoint (Standalone-only)
│   ├── services/
│   │   ├── snowflake_conn.py    # Snowflake connection management
│   │   ├── legacy.py            # Cortex Search wrapper
│   │   ├── llm_gateway.py       # OpenArena WebSocket LLM client
│   │   └── utils.py             # Shared pipeline utilities
│   ├── core/
│   │   ├── errors.py            # Custom exceptions
│   │   └── events.py            # SSE event helpers
│   ├── config.py                # Standalone-specific constants
│   └── settings.py              # Environment variable loader
├── mcp_server_standalone.py     # MCP server (stdio transport)
├── requirements.txt             # Python dependencies
├── requirements-mcp.txt         # MCP-specific dependencies
├── .env.example                 # Environment template
├── run_standalone.sh            # Start script
└── claude_desktop_config_standalone.json  # Claude Desktop config template

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Troubleshooting

Tools don't appear in Claude Desktop

1. Check Claude Desktop was fully quit and relaunched
2. Verify config JSON is valid (use jsonlint.com)
3. Check paths are absolute and correct
4. Run server manually to see errors:

   cd /path/to/cocounsel_standalone_mcp
   source .venv/bin/activate
   CIT_API_BASE=http://127.0.0.1:8766 python mcp_server_standalone.py
   

Cannot connect to CIT API

• FastAPI server (step 3) must be running
• Confirm: curl http://127.0.0.1:8766/health
• Check CIT_API_BASE in Claude Desktop config matches port

Query timeout

• Increase CIT_MCP_TIMEOUT in Claude Desktop config (e.g., "240")
• Default is 200 seconds

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Support

Team: Product Analytics
Yugendar Sairam — RelangiyugendarSaiRam@thomsonreuters.com
Ashish Khurana — Ashish.Khurana@thomsonreuters.com