msexchange-mcp/TASK_LIST.md

MCP server for Microsoft Exchange/Outlook email operations via Microsoft Graph API

# MCP Search Improvement Task List

## Session Context
- **Current Version**: v1.10.1  
- **Primary Goal**: Systematic search improvement and autonomous testing
- **Last Updated**: 2025-06-23 09:20:00
- **Major Achievements**: 
  - Azure Key Vault integration for persistent refresh tokens (v1.10.0)
  - Date filter support for before: and after: queries (v1.10.1)

## Critical Issues Identified
1. **Conversation Search Accuracy** - `find_conversation` not properly using alias resolution
2. **Search Query Precision** - Need better handling of specific sender queries  
3. **Token Management** - Ensure all tools handle large results gracefully

## Test Queries for Systematic Improvement

### 📧 **Basic Search Tests**
- [x] `from:kristof` - Should find kristofderijcker@fiducia-advocaten.be emails ✅ **WORKING**
- [x] `from:florian` - Should find florian.semrau@allianz.de emails ✅ **WORKING** 
- [x] `payment failed` - Should find payment failure notifications ⚠️ **PARTIAL** (works with structured queries)
- [x] `eddie han` - Should find eddie@fazeclan.com emails ❌ **NO EMAILS** (alias configured, no actual emails)
- [x] `OR query test: from:adobe OR from:jonathan` ✅ **WORKING PERFECTLY**

### 🔍 **Conversation Search Tests**
- [x] `find_conversation with_person=kristof` - Should use alias resolution ✅ **FIXED** in v1.9.2
- [x] `find_conversation with_person=florian about=insurance` ✅ **WORKING** 
- [x] `find_conversation with_person=eddie han` - Should handle spaces in names ⚠️ **FALSE POSITIVES** (found wrong emails)
- [x] `find_conversation with_person=mads` - Should resolve to doss alias ✅ **WORKING**

### 📊 **Token Management Tests**  
- [x] Large query with body content (should chunk automatically) ✅ **WORKING** - Prevents token limit errors
- [x] Batch search with 50+ emails (should paginate) ✅ **WORKING** - Retrieved 30 emails without body
- [ ] Complex OR query with many terms (should handle gracefully)

### 🎯 **Edge Case Tests**
- [ ] Email addresses with special characters
- [ ] Non-English names and subjects
- [ ] Very long email threads
- [ ] Emails with no sender name (only address)

## Current Session Progress

### ✅ **Completed Tasks**
1. **2025-06-20 15:30** - Conducted comprehensive MCP tools audit
2. **2025-06-20 15:35** - Identified conversation search alias resolution bug
3. **2025-06-20 15:40** - Fixed `findConversation.ts` to use AliasManager properly
4. **2025-06-20 15:45** - All tests passing after fixes
5. **2025-06-20 16:50** - Published v1.9.1 and v1.9.2 with conversation search fixes
6. **2025-06-20 17:00** - Systematic testing of unified search functionality
7. **2025-06-20 17:15** - Comprehensive test results documented
8. **2025-06-23 06:00** - Debugged and fixed recency search issue (v1.9.3 & v1.9.4)
9. **2025-06-23 06:55** - Created Azure Key Vault `exchange-mcp-kv-1736` in Sweden Central
10. **2025-06-23 09:00** - Implemented Azure Key Vault token cache plugin for MSAL
11. **2025-06-23 09:05** - Successfully integrated persistent refresh token storage (v1.10.0)
12. **2025-06-23 09:12** - Fixed date filter parsing for before: and after: queries (v1.10.1)
13. **2025-06-23 09:15** - Tested and verified date filters working correctly
14. **2025-06-23 09:18** - Verified automatic chunking prevents token limit errors
15. **2025-06-23 09:20** - Completed systematic testing of conversation search and token management

### 🔄 **Current Testing Results Summary**
- ✅ **Basic name queries** (from:kristof, from:florian) working perfectly
- ✅ **OR operator support** working correctly  
- ✅ **has:attachment filter** working correctly
- ✅ **is:unread filter** working correctly
- ✅ **Conversation search** fixed in v1.9.2
- ✅ **Date filters** (before:YYYY-MM-DD, after:YYYY-MM-DD) fixed in v1.10.1
- ✅ **Token limit handling** automatic chunking working correctly
- ⚠️ **"payment failed" search** returns broad results, needs refinement
- ⚠️ **Conversation search false positives** with "eddie han" query

### 📋 **Remaining Issues to Address**
1. **Search Precision** - "payment failed" returns too broad results, needs refinement
2. **Conversation Search False Positives** - "eddie han" query returns unrelated emails
3. **Additional Filters** - Test remaining filters like `to:`, `cc:`, etc.
4. **Edge Cases** - Test with special characters, non-English content
5. **Complex OR Queries** - Test with many OR terms
6. **Error Handling** - Improve error messages and fallback strategies

## Testing Methodology

### Phase 1: Baseline Testing
- Execute all test queries against current v1.9.0
- Document success/failure for each query type
- Measure response times and token usage

### Phase 2: Targeted Improvements  
- Fix identified issues one by one
- Re-test after each fix to measure improvement
- Avoid regression in working functionality

### Phase 3: Edge Case Handling
- Test with problematic edge cases
- Improve error messages and fallback behavior
- Ensure graceful degradation

### Phase 4: Performance Optimization
- Optimize slow queries
- Reduce token usage where possible
- Improve caching and response times

## Success Metrics
- [x] 90%+ accuracy on alias resolution tests ✅ **ACHIEVED**
- [x] 100% success on OR operator queries ✅ **ACHIEVED**
- [x] Zero token limit errors in normal usage ✅ **ACHIEVED** (automatic chunking)
- [x] Sub-3-second response times for typical queries ✅ **ACHIEVED**
- [ ] Meaningful error messages for failed searches (in progress)

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*This file serves as persistent context between Claude sessions. Update progress after each significant change.*