📄️ Installation & Setup
Prerequisites
📄️ MongoDB Setup
The ADM Toolkit uses MongoDB for persistence. All writes happen through the MCP server tools; the docs site and portfolio dashboard (in the main app) are read-only.
📄️ Cursor MCP Configuration
The ADM Toolkit runs as an MCP (Model Context Protocol) server. Cursor connects to it via stdio and can invoke any of the 32 tools when the AI decides they're relevant.
📄️ CLI Setup
The CLI provides a terminal-first interface for the full ADM workflow: account creation, research, ROI modeling, health scoring, portfolio monitoring, and QBR preparation. Use it when you want fast, structured access without navigating the web UI or invoking MCP tools in chat.
📄️ Seed Data
The seed script populates MongoDB with sample data for testing and demos.