# goals

Goals MCP provides tooling for the six goal flows (`/save`, `/home`, `/invest`, `/insurance`, `/tax`, `/retire`):

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add zoro/goals

# Browse available tools
npx -y @smithery/cli@latest tool list zoro/goals

# Get full schema for a tool
npx -y @smithery/cli@latest tool get zoro/goals goals.overview

# Call a tool
npx -y @smithery/cli@latest tool call zoro/goals goals.overview '{}'
```

## Direct MCP Connection

Endpoint: `https://goals--zoro.run.tools`

**Required config:**
- `token` (query) — Zoro user token linked to your email address

## Tools (11)

- `goals.overview` — Light snapshot: which goal forms have data + tokenized URLs (from orchestrator summary).
- `goals.detail` — Full goal answers from user_data (optional fields= save,home,invest,insurance,tax,retirement; omit=all).
- `goals.detail_goal` — Full goal answers from user_data for one goal, plus `wealth_data_filled` (for GoalDataGate).
- `goals.upsert_goal` — Create/update one goal by goal id (writes to /api/user-data). Payload is stored as the goal’s *_answers JSON.
- `goals.clear_goal` — Clear one goal’s answers (sets that goal’s *_answers to null) while preserving shared_data.
- `goals.save_more_save` — Save the Save More Consistently goal answers (client LLM must supply JSON; server does not parse).
- `goals.big_purchase_save` — Save the Big Purchase goal answers (client LLM must supply JSON; server does not parse).
- `goals.invest_save` — Save the Invest Smarter goal answers (client LLM must supply JSON; server does not parse).
- `goals.insurance_save` — Save the Insurance goal answers (client LLM must supply JSON; server does not parse).
- `goals.tax_save` — Save the Tax goal answers (client LLM must supply JSON; server does not parse).
- `goals.retirement_save` — Save the Retirement goal answers (client LLM must supply JSON; server does not parse).

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get zoro/goals <tool-name>
```

## Resources

- `zoro://goals/docs` — Goals MCP (six flows)

## Prompts (8)

- `quick_overview` (token) — Get goal completion snapshot and links
- `fetch_detail` (token, fields) — Get full goal-form payloads
- `onboarding_save_more_payload` (token) — Onboard the /save flow: produce JSON payload then call goals.save_more_save
- `onboarding_big_purchase_payload` (token) — Onboard the /home flow: produce JSON payload then call goals.big_purchase_save
- `onboarding_invest_payload` (token) — Onboard the /invest flow: produce JSON payload then call goals.invest_save
- `onboarding_insurance_payload` (token) — Onboard the /insurance flow: produce JSON payload then call goals.insurance_save
- `onboarding_tax_payload` (token) — Onboard the /tax flow: produce JSON payload then call goals.tax_save
- `onboarding_retirement_payload` (token) — Onboard the /retire flow: produce JSON payload then call goals.retirement_save