Workspace Identity Helper (lib/workspace.ts)

mperkins0155/crm · crm, CRM / Leads, db, workspace, markdown, identity

Fetches workspace identity from the database and generates a markdown summary for agent context.

// Source: https://github.com/mperkins0155/crm | License: MIT | Copyright 2026 Comp AI
// Provided via justclaw.it.com; keep this notice with the code.
import { db } from "@crm/db";
import {
	readWorkspaceIdentity,
	type WorkspaceIdentity,
} from "@crm/db/workspace";

export type { WorkspaceIdentity };

export async function identity(): Promise<WorkspaceIdentity | null> {
	try {
		return await readWorkspaceIdentity(db);
	} catch (error) {
		console.error("[agent] could not read who we are", error);
		return null;
	}
}

export function usMarkdown(us: WorkspaceIdentity | null): string {
	if (!us) return "";

	const lines = ["## Who we are", ""];

	lines.push(
		`You work for **${us.name}**${us.website ? ` (${us.website})` : ""}.`,
	);

	if (!us.profile) {
		lines.push(
			"Nothing else about

... (truncated -- full source via MCP)

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