LABSCO SUMMARY

Built so an agent can ask for context, not just records.

The ordinary create-and-update tools are the smaller half. The interesting ones aggregate: a project's context in a single call rather than four, related content for any entity, and a natural-language question answered across projects, tasks and documents together. The conversation tools close the loop — a planning discussion can be saved against its project, then mined later for the action items nobody wrote down. Give the API key only the permissions the workflow needs; it is the boundary on everything here.

What it is

A full client for the Helios-9 project management service. Everything the workspace holds — the project hierarchy, the work items, the documents, past AI conversations — is readable and writable, with context-shaped calls that aggregate rather than return one record at a time.

What you get

Projects created, read, updated, archived, duplicated and updated in bulk, with a timeline of milestones and key events
Initiatives as a layer above projects, created and updated, with their own context and insight calls and documents linked to or unlinked from them
Tasks filtered by project, initiative, status or assignee, created and updated singly or in bulk, with dependencies between tasks recorded and read, and multi-task workflows created and tracked to completion
Markdown documents with YAML frontmatter, searched by content with ranking, read with their links and references, analysed, generated from a template, worked on with collaborators, and operated on in bulk
AI conversations saved against a project and retrieved later, analysed for themes and patterns, summarised in several forms, and mined for action items that can become tasks
Context aggregation on demand: a project's statistics and recent activity, a workspace overview, related content for any entity, and a natural-language query answered across projects, tasks and documents at once
Automation: rules created against events, listed globally or per project, executed manually for testing, and reported on for how they are performing
Search across every entity type with ranking, semantic similarity search over embeddings, autocomplete suggestions, and analytics on the searches themselves
Analytics on projects, team productivity and overall workspace health, with custom reports specified by metric
A natural-language project description turned into structured entities, with an analyse mode that shows the plan before anything is created
An environment check for when the connection itself is what is wrong

Requirements

A Helios-9 account and an API key generated in its settings — it is shown once, and its permissions decide what the connection can reach across projects, tasks, documents and analytics. HELIOS_API_URL points at the service and HELIOS_API_KEY carries the key, or the key can be passed on the launch command. Node.js 16 or newer; it runs as npx -y helios9-mcp-server@latest. All state lives in the Helios-9 workspace rather than locally, so this is a client for an account you already have rather than something that stands alone.

Setup effort

One command plus a key — npx -y helios9-mcp-server@latest --api-key <YOUR_HELIOS9_API_KEY>, then supply credentials

See installation options

USE CASES

01

Picking up a project you have not touched in weeks

Pull the project's context — statistics, recent activity and team — in one call rather than reading tasks and documents separately.

get_project_contextget_project_timelinelist_tasks

02

Turning a written plan into real work items

Hand over the description, review what analyse mode proposes, then create the project, its tasks and the dependencies between them.

prompt_to_projectcreate_projectcreate_task_workflow

03

Not losing what was decided in a conversation

Save the conversation against its project, then extract the action items from it and turn them into tasks.

save_conversationextract_action_itemsgenerate_conversation_summary

04

Finding something when you do not know where it lives

Search every entity type at once with ranking, or ask in natural language and let the context call gather across projects, tasks and documents.

universal_searchget_smart_contextfind_related_content

05

Keeping documentation with the work it describes

Create the document with frontmatter metadata, link it to the initiative it belongs to, and search content across the workspace later.

create_documentassociate_document_with_initiativesearch_documents

06

Automating the status chores

Create a rule that fires on an event, test it by running it by hand, and check afterwards how often it has been doing anything.

create_workflow_ruleexecute_workflow_ruleget_automation_analytics

07

Reporting on how the work is actually going

Read workspace health and team productivity, then generate a custom report over the metrics that matter to whoever is asking.

get_workspace_healthget_team_productivitygenerate_custom_report

65 tools

Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.

`add_document_collaborator`

Add a collaborator to a document with specific permissions

BEFORE YOU INSTALL

What to know first

Tools you get

65 tools when we connected. The documentation claims 21 tools and lists features as coming soon that already ship, such as semantic_search and add_task_dependency. debug_environment is a diagnostic tool.

Requires

npx on PATH
Node.js 16+
HELIOS_API_KEY in your environment

CONTEXT COST

Moderate Standing cost

Rated by the size of the 65 tool definitions that ride along on every turn, not by how many there are

INSTALLATION

Connect your client

Server setup

TERMINAL

npx -y helios9-mcp-server@latest --api-key <YOUR_HELIOS9_API_KEY>

MCP Clients

Claude Desktop — npx

CLAUDE DESKTOP — NPX · JSON

{
  "mcpServers": {
    "helios9": {
      "command": "npx",
      "args": [
        "-y",
        "helios9-mcp-server@latest"
      ],
      "env": {
        "HELIOS_API_URL": "https://helios9.app",
        "HELIOS_API_KEY": "<YOUR_HELIOS_API_KEY>"
      }
    }
  }
}

Claude Desktop — local build

CLAUDE DESKTOP — LOCAL BUILD · TERMINAL

git clone https://github.com/jakedx6/helios9-MCP-Server.git
cd helios9-MCP-Server
npm install
npm run build

Then add this to your client configuration; <YOUR_PATH_TO_HELIOS9_MCP_SERVER> is the full path of the folder you cloned:

CLAUDE DESKTOP — LOCAL BUILD · JSON

{
  "mcpServers": {
    "helios9": {
      "command": "node",
      "args": [
        "<YOUR_PATH_TO_HELIOS9_MCP_SERVER>/dist/index.js"
      ],
      "env": {
        "HELIOS_API_URL": "https://helios9.app",
        "HELIOS_API_KEY": "<YOUR_HELIOS_API_KEY>"
      }
    }
  }
}

Cline, Continue

TERMINAL

git clone https://github.com/jakedx6/helios9-MCP-Server.git
cd helios9-MCP-Server
npm install
npm run build

Then add this to your client configuration; <YOUR_PATH_TO_HELIOS9_MCP_SERVER> is the full path of the folder you cloned:

JSON

{
  "mcpServers": {
    "helios9": {
      "command": "node",
      "args": [
        "<YOUR_PATH_TO_HELIOS9_MCP_SERVER>/dist/index.js"
      ],
      "env": {
        "HELIOS_API_URL": "https://www.helios9.app",
        "HELIOS_API_KEY": "<YOUR_HELIOS_API_KEY>"
      }
    }
  }
}

Helios-9

Built so an agent can ask for context, not just records.

What it is

What you get

Requirements

Setup effort

Picking up a project you have not touched in weeks

Turning a written plan into real work items

Not losing what was decided in a conversation

Finding something when you do not know where it lives

Keeping documentation with the work it describes

Automating the status chores

Reporting on how the work is actually going

65 tools

add_document_collaborator

add_task_dependency

analyze_conversation

analyze_document_content

archive_project

associate_document_with_initiative

bulk_document_operations

bulk_update_projects

bulk_update_tasks

create_document

create_initiative

create_project

create_task

create_task_workflow

create_trigger_automation

create_workflow_rule

debug_environment

disassociate_document_from_initiative

duplicate_project

execute_workflow_rule

extract_action_items

find_related_content

generate_context_summary

generate_conversation_summary

generate_custom_report

generate_document_template

get_automation_analytics

get_conversations

get_document

get_document_collaboration

get_document_context

get_enhanced_project_context

get_initiative

get_initiative_context

get_initiative_insights

get_project

get_project_analytics

get_project_context

get_project_insights

get_project_timeline

get_search_analytics

get_search_suggestions

get_smart_context

get_task

get_task_dependencies

get_task_workflow_status

get_team_productivity

get_workspace_context

get_workspace_health

get_workspace_overview

list_documents

list_initiatives

list_projects

list_tasks

list_workflow_rules

prompt_to_project

save_conversation

search_documents

search_workspace

semantic_search

universal_search

update_document

update_initiative

update_project

update_task

What to know first

`add_document_collaborator`

`add_task_dependency`

`analyze_conversation`

`analyze_document_content`

`archive_project`

`associate_document_with_initiative`

`bulk_document_operations`

`bulk_update_projects`

`bulk_update_tasks`

`create_document`

`create_initiative`

`create_project`

`create_task`

`create_task_workflow`

`create_trigger_automation`

`create_workflow_rule`

`debug_environment`

`disassociate_document_from_initiative`

`duplicate_project`

`execute_workflow_rule`

`extract_action_items`

`find_related_content`

`generate_context_summary`

`generate_conversation_summary`

`generate_custom_report`

`generate_document_template`

`get_automation_analytics`

`get_conversations`

`get_document`

`get_document_collaboration`

`get_document_context`

`get_enhanced_project_context`

`get_initiative`

`get_initiative_context`

`get_initiative_insights`

`get_project`

`get_project_analytics`

`get_project_context`

`get_project_insights`

`get_project_timeline`

`get_search_analytics`

`get_search_suggestions`

`get_smart_context`

`get_task`

`get_task_dependencies`

`get_task_workflow_status`

`get_team_productivity`

`get_workspace_context`

`get_workspace_health`

`get_workspace_overview`

`list_documents`

`list_initiatives`

`list_projects`

`list_tasks`

`list_workflow_rules`

`prompt_to_project`

`save_conversation`

`search_documents`

`search_workspace`

`semantic_search`

`universal_search`

`update_document`

`update_initiative`

`update_project`

`update_task`