survey-mcp-server

<div align="center"> <h1>@cyanheads/survey-mcp-server</h1> <p><b>Transform LLMs into intelligent interviewers. A production-grade MCP server for conducting dynamic, conversational surveys with structured data collection. Features skip logic, session resume, multi-tenancy, and pluggable storage backends.</b></p> </div>

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🛠️ Tools Overview

This server provides eight powerful tools for managing the complete survey lifecycle with LLM-driven interactions:

| Tool Name | Description | | :------------------------ | :------------------------------------------------------------------------------------------------------------ | | survey_list_available | Discover available surveys in the definitions directory. | | survey_start_session | Initialize a new session with complete survey context, all questions, and initial suggested questions. | | survey_get_question | Refresh a specific question's eligibility status after state changes (useful for conditional logic). | | survey_submit_response | Record participant answers with validation, scoring, returning updated progress and next suggested questions. | | survey_get_progress | Check completion status, current score, remaining required/optional questions, and completion eligibility. | | survey_complete_session | Finalize a completed session with final score summary (requires all required questions answered). | | survey_export_results | Export session data in CSV or JSON format with optional filtering by status, date range, etc. | | survey_resume_session | Resume an incomplete session, restoring full context including answered questions and progress. |

survey_list_available

Discover available surveys loaded from your survey definitions directory.

Key Features:

• Lists all surveys discovered via recursive directory scan of SURVEY_DEFINITIONS_PATH
• Returns survey metadata: ID, title, description, estimated duration, and question count
• Optional tenant filtering for multi-tenant deployments

Example Use Cases:

• "Show me all available surveys"
• "What surveys can participants take?"
• "List surveys for tenant X"

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survey_start_session

Initialize a new survey session with complete context for LLM-driven conversations.

Key Features:

• Creates new session with unique session ID and participant tracking
• Loads complete survey definition with all questions upfront
• Returns initial suggested questions based on survey settings (configurable min/max, defaults to 3-5) based on eligibility (unconditional questions first, required before optional)
• Each question includes currentlyEligible flag and eligibilityReason for transparency
• Provides guidanceForLLM field with conversational instructions
• Supports session metadata for tracking source, user agent, etc.

Example Use Cases:

• "Start the customer satisfaction survey for participant ABC123"
• "Begin a new session for the Q1 feedback survey"
• "Initialize survey session with metadata: source=web, userAgent=Claude"

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survey_get_question

Refresh a question's eligibility and details after session state changes.

Key Features:

• Returns current eligibility status based on latest session state
• Provides eligibility reason (e.g., "Conditional logic satisfied", "Always available")
• Indicates if question was already answered
• Useful for checking if conditional questions became available after previous answers

Example Use Cases:

• "Has question q2 become available yet?"
• "Check if the follow-up question is now eligible"
• "Refresh question details after the participant answered the dependency"

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survey_submit_response

Record participant answers with validation and get dynamic response guidance.

Key Features:

• Validates responses against question constraints (min/max length, patterns, required fields, etc.)
• Calculates and returns score for response (if scoring is enabled on question options)
• Returns validation errors with specific, actionable feedback
• Updates session progress (percentage complete, questions answered, time remaining estimate, current score)
• Returns updatedEligibility array showing newly available conditional questions
• Provides refreshed nextSuggestedQuestions based on new state (count configurable per survey)
• Includes guidanceForLLM with context-aware instructions

Example Use Cases:

• "Submit answer 'very-satisfied' for question q1"
• "Record the participant's email: user@example.com"
• "Save free-form response with validation"

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survey_get_progress

Check session status and completion eligibility.

Key Features:

• Returns completion status: in-progress, completed, abandoned
• Progress metrics: total questions, answered count, required remaining, percentage complete, current score
• Lists all unanswered required questions (with eligibility status)
• Lists all unanswered optional questions (with eligibility status)
• canComplete boolean indicating if session can be finalized
• completionBlockers array explaining what's preventing completion

Example Use Cases:

• "How much of the survey is complete?"
• "What required questions are still unanswered?"
• "Can we complete the survey now?"

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survey_complete_session

Finalize a completed session when all required questions have been answered.

Key Features:

• Validates that all required questions (including conditionally required) are answered
• Updates session status to completed and sets completedAt timestamp
• Returns summary with total questions answered, session duration, and final score (if scoring enabled)
• Prevents duplicate completion

Example Use Cases:

• "Complete the survey session"
• "Finalize session sess_abc123"
• "Mark the survey as finished"

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survey_export_results

Export session data for analysis and reporting.

Key Features:

• Export in CSV or JSON format
• Filter by survey ID, status, date range, and custom criteria
• Returns formatted data with record count and generation timestamp
• CSV format includes one row per session with flattened question responses
• JSON format preserves full session structure

Example Use Cases:

• "Export all completed responses for survey customer-satisfaction-q1-2025 as CSV"
• "Get JSON export of sessions completed in January 2025"
• "Export in-progress sessions for analysis"

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survey_resume_session

Resume an incomplete session with full context restoration.

Key Features:

• Restores complete survey context and session state
• Returns all previously answered questions with responses
• Provides refreshed nextSuggestedQuestions for remaining questions (count configurable per survey)
• Shows elapsed time since last activity
• Current progress summary (percentage, remaining questions, current score)
• Includes guidanceForLLM with welcome-back messaging suggestions

Example Use Cases:

• "Resume session sess_abc123"
• "Continue the survey where the participant left off"
• "Restore session state for participant to finish later"

✨ Features

This server is built on the mcp-ts-template and inherits its rich feature set:

• Declarative Tools: Define capabilities in single, self-contained files. The framework handles registration, validation, and execution.
• Robust Error Handling: A unified McpError system ensures consistent, structured error responses.
• Pluggable Authentication: Secure your server with zero-fuss support for none, jwt, or oauth modes.
• Abstracted Storage: Swap storage backends (in-memory, filesystem, Supabase, Cloudflare KV/R2) without changing business logic.
• Full-Stack Observability: Deep insights with structured logging (Pino) and optional, auto-instrumented OpenTelemetry for traces and metrics.
• Dependency Injection: Built with tsyringe for a clean, decoupled, and testable architecture.
• Edge-Ready: Write code once and run it seamlessly on your local machine or at the edge on Cloudflare Workers.

Plus, specialized features for Survey Management:

• LLM-Driven Surveys: Tools provide rich context (progress, next suggested questions, validation results, scores) to guide natural conversation flow.
• Hybrid Flow Control: Guided mode with configurable suggested questions (defaults to 3-5) + flexible ordering based on conversation context.
• Scoring System: Support for quizzes and assessments with optional score fields on question options. Automatic score calculation and accumulation per session.
• Advanced Conditional Logic: Support for simple skip logic and complex AND/OR multi-condition branching with eligibility tracking.
• JSON-Based Survey Definitions: Define surveys in simple JSON files with recursive directory scanning.
• Multiple Question Types: free-form, multiple-choice, multiple-select, rating-scale, email, number, boolean, and advanced types like date, datetime, time, and matrix grids.
• Validation Engine: Min/max length, patterns, required fields, custom constraints, and date/time rules with extensible validator map pattern.
• Session Resume: Built-in state management allows participants to pause and continue later.
• Help Text: A helpText field on questions provides LLMs with context and guidance for asking questions naturally.
• Pagination Support: Scalable data retrieval with configurable pagination for session queries and exports.

🚀 Getting Started

MCP Client Settings/Configuration

Add the following to your MCP Client configuration file (e.g., cline_mcp_settings.json).

{
  "mcpServers": {
    "survey-mcp-server": {
      "command": "bunx",
      "args": ["@cyanheads/survey-mcp-server@latest"],
      "env": {
        "MCP_LOG_LEVEL": "info",
        "SURVEY_DEFINITIONS_PATH": "./survey-definitions",
        "SURVEY_RESPONSES_PATH": "./survey-responses"
      }
    }
  }
}

Prerequisites

• Bun v1.2.0 or higher.

Installation

1. Clone the repository:

git clone https://github.com/cyanheads/survey-mcp-server.git

1. Navigate into the directory:

cd survey-mcp-server

1. Install dependencies:

bun install

1. Explore example surveys:

The survey-definitions/ directory contains example JSON files demonstrating various question types and features. Use these as a starting point for creating your own surveys.

🛠️ Core Capabilities: Survey Tools

This server equips AI agents with specialized tools to conduct dynamic, conversational surveys while maintaining structured data collection.

Example Interaction Flow

1. LLM calls survey_start_session
   → Receives full survey context, all questions, and first 3-5 suggested questions

2. LLM asks questions naturally in conversation
   → Follows suggestions but can adapt order based on context
   → Uses natural language while ensuring survey questions are covered

3. For each answer, LLM calls survey_submit_response
   → Receives validation feedback (re-prompts if needed)
   → Gets score for response (if scoring enabled): "+5 points (Total: 45)"
   → Gets progress update (50% complete, 2 of 4 questions answered)
   → Refreshed suggestions with newly eligible conditional questions

4. LLM can check survey_get_progress anytime
   → Knows exactly what's required vs optional
   → Understands what remains before completion is possible

5. When all required questions answered, LLM calls survey_complete_session
   → Session finalized with timestamp, summary, and final score
   → Ready for export via survey_export_results

📖 View detailed specification and examples →

⚙️ Configuration

All configuration is centralized and validated at startup in src/config/index.ts. Key environment variables in your .env file include:

| Variable | Description | Default | | :------------------------ | :----------------------------------------------------------------------------- | :--------------------- | | SURVEY_DEFINITIONS_PATH | Path to directory containing survey JSON files (recursive scan). | ./survey-definitions | | SURVEY_RESPONSES_PATH | Path to directory for storing session responses (filesystem mode). | ./survey-responses | | MCP_TRANSPORT_TYPE | The transport to use: stdio or http. | http | | MCP_HTTP_PORT | The port for the HTTP server. | 3019 | | MCP_AUTH_MODE | Authentication mode: none, jwt, or oauth. | none | | STORAGE_PROVIDER_TYPE | Storage backend: in-memory, filesystem, supabase, cloudflare-kv, r2. | in-memory | | OTEL_ENABLED | Set to true to enable OpenTelemetry. | false | | LOG_LEVEL | The minimum level for logging (debug, info, warn, error). | info | | MCP_AUTH_SECRET_KEY | Required for jwt auth. A 32+ character secret key. | (none) | | OAUTH_ISSUER_URL | Required for oauth auth. URL of the OIDC provider. | (none) |

▶️ Running the Server

Local Development

• Build and run the production version:

  # One-time build
  bun rebuild

  # Run the built server
  bun start:http
  # or
  bun start:stdio

• Run checks and tests:

  bun devcheck # Lints, formats, type-checks, and more
  bun test # Runs the test suite

Cloudflare Workers

1. Build the Worker bundle:

bun build:worker

1. Run locally with Wrangler:

bun deploy:dev

1. Deploy to Cloudflare:

    bun deploy:prod

📂 Project Structure

| Directory | Purpose & Contents | | :-------------------------- | :---------------------------------------------------------------------------------- | | survey-definitions/ | Survey definitions (JSON files). Nested directories supported for organization. | | survey-responses/ | Session responses (when using filesystem provider). Organized by tenant ID. | | src/mcp-server/tools | Survey tool definitions (survey-*.tool.ts). 8 tools for complete lifecycle. | | src/mcp-server/resources | Resource definitions for survey metadata and discovery. | | src/services/survey/ | Survey service with filesystem provider for loading definitions. | | src/mcp-server/transports | Implementations for HTTP and STDIO transports, including auth middleware. | | src/storage | StorageService abstraction and all storage provider implementations. | | src/container | Dependency injection container registrations and tokens. | | src/utils | Core utilities for logging, error handling, performance, and security. | | src/config | Environment variable parsing and validation with Zod. | | tests/ | Unit and integration tests, mirroring the src/ directory structure. | | docs/ | Detailed specifications and guides (see survey-mcp-server-spec.md). |

🧑‍💻 Agent Development Guide

For strict rules when using this server with an AI agent, refer to the .clinerules file (or AGENTS.md) in this repository. Key principles include:

• Logic Throws, Handlers Catch: Never use try/catch in your tool logic. Throw an McpError instead.
• Pass the Context: Always pass the RequestContext object through your call stack for logging and tracing.
• Use the Barrel Exports: Register new tools and resources only in the index.ts barrel files within their respective definitions directories.

🤝 Contributing

Issues and pull requests are welcome! If you plan to contribute, please run the local checks and tests before submitting your PR.

bun run devcheck
bun test

📜 License

This project is licensed under the Apache 2.0 License. See the LICENSE file for details.