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.

Create a Cluster

1. Go to MongoDB Atlas
2. Create a free cluster (M0)
3. Create a database user with read/write access
4. Add your IP to the network access list (or use 0.0.0.0/0 for development)
5. Get the connection string: mongodb+srv://user:pass@cluster.mongodb.net/

Configure

Add to .env (and optionally .env.local) in the project root:

MONGODB_URI=mongodb+srv://user:password@cluster.mongodb.net/?retryWrites=true&w=majority
MONGODB_DB=adm_toolkit

• MCP server and seed script read from .env (and .env.local if present)
• Next.js app (Portfolio page) reads from .env.local or .env

For the Portfolio page at /portfolio to show data, ensure MONGODB_URI is in .env.local so the Next.js app can connect.

Vercel deployment: Add MONGODB_URI in Project Settings → Environment Variables. Avoid common mistakes:

• No quotes around the value
• URL-encode special characters in the password (e.g. ! → %21, @ → %40)
• No trailing spaces or newlines — paste carefully

The MCP server creates collections and indexes on first connect.

Collections

Collection	Purpose
accounts	Account intelligence (from adm_account_research)
health_scores	Health score history
adoption_reports	Adoption metrics over time
metrics_models	DORA metrics models
roi_models	ROI calculations
deployment_plans	Phased deployment plans
playbooks	Deployment playbooks
escalations	Escalation briefs
competitive	Competitive landscape data

See MongoDB Collections for full schema details.