0nmcp 3.2.1 → 4.0.0

package/crm/billing.js

@@ -0,0 +1,173 @@
+// ============================================================
+// 0nMCP — CRM External Billing Tools
+// ============================================================
+// Reports payment status to the CRM billing webhook.
+// Required for marketplace apps using external billing (Stripe).
+//
+// Flow:
+//   1. User purchases add-on via Stripe
+//   2. Stripe webhook fires checkout.session.completed
+//   3. We POST to CRM billing webhook: "location X paid"
+//   4. CRM activates the marketplace app for that location
+//   5. If recurring payment fails: POST status: FAILED → CRM deactivates
+//
+// Endpoint: POST https://services.leadconnectorhq.com/oauth/billing/webhook
+// Headers: x-ghl-client-key, x-ghl-client-secret
+// ============================================================
+
+const CRM_BILLING_URL = "https://services.leadconnectorhq.com/oauth/billing/webhook";
+
+const DEFAULT_CLIENT_ID = process.env.CRM_MARKETPLACE_CLIENT_ID || "69c762225a31e1cd2f28dd4c-mnu5pazi";
+const DEFAULT_CLIENT_SECRET = process.env.CRM_MARKETPLACE_CLIENT_SECRET || "92cb8fc3-2b23-40bf-adce-6b6afe9b8445";
+
+/**
+ * Report billing status to CRM for a location or company.
+ *
+ * @param {Object} params
+ * @param {string} params.locationId - CRM location ID
+ * @param {string} [params.companyId] - CRM company ID (for agency-level billing)
+ * @param {string} params.authType - "location" or "company"
+ * @param {number} params.amount - Payment amount in dollars
+ * @param {string} params.status - "COMPLETED" or "FAILED"
+ * @param {string} params.paymentType - "one_time" or "recurring"
+ * @param {string} [params.subscriptionId] - External subscription ID
+ * @param {string} [params.paymentId] - External payment ID
+ * @param {string} [params.clientId] - Override client ID
+ * @param {string} [params.clientSecret] - Override client secret
+ */
+export async function reportBilling({
+  locationId,
+  companyId,
+  authType = "location",
+  amount,
+  status,
+  paymentType = "one_time",
+  subscriptionId,
+  paymentId,
+  clientId,
+  clientSecret,
+}) {
+  const cid = clientId || DEFAULT_CLIENT_ID;
+  const csec = clientSecret || DEFAULT_CLIENT_SECRET;
+
+  const body = {
+    clientId: cid.split("-")[0], // App ID portion only
+    authType,
+    locationId: locationId || undefined,
+    companyId: companyId || undefined,
+    subscriptionId: subscriptionId || `sub_${Date.now()}`,
+    paymentId: paymentId || `pay_${Date.now()}`,
+    amount,
+    status,
+    paymentType,
+  };
+
+  const res = await fetch(CRM_BILLING_URL, {
+    method: "POST",
+    headers: {
+      "Content-Type": "application/json",
+      "x-ghl-client-key": cid,
+      "x-ghl-client-secret": csec,
+    },
+    body: JSON.stringify(body),
+  });
+
+  const data = await res.json().catch(() => ({ status: res.status }));
+
+  if (!res.ok) {
+    console.error("[billing] CRM billing webhook failed:", res.status, data);
+  } else {
+    console.error(`[billing] Reported ${status} for ${authType} ${locationId || companyId}: $${amount}`);
+  }
+
+  return { ok: res.ok, status: res.status, data };
+}
+
+/**
+ * Register billing MCP tools.
+ */
+export function registerBillingTools(server, z) {
+  server.tool(
+    "crm_report_billing",
+    "Report a payment to the CRM billing webhook. Activates or deactivates a marketplace app for a location based on payment status. Required for external billing (SaaS subscriptions through Stripe).",
+    {
+      location_id: z.string().optional().describe("CRM location ID (for location-level billing)"),
+      company_id: z.string().optional().describe("CRM company ID (for agency-level billing)"),
+      auth_type: z.enum(["location", "company"]).describe("Billing scope: location or company"),
+      amount: z.number().describe("Payment amount in dollars"),
+      status: z.enum(["COMPLETED", "FAILED"]).describe("Payment status"),
+      payment_type: z.enum(["one_time", "recurring"]).optional().describe("Payment type (default: one_time)"),
+      subscription_id: z.string().optional().describe("External subscription ID (e.g. Stripe sub_xxx)"),
+      payment_id: z.string().optional().describe("External payment ID (e.g. Stripe pi_xxx)"),
+    },
+    async ({ location_id, company_id, auth_type, amount, status, payment_type, subscription_id, payment_id }) => {
+      const result = await reportBilling({
+        locationId: location_id,
+        companyId: company_id,
+        authType: auth_type,
+        amount,
+        status,
+        paymentType: payment_type || "one_time",
+        subscriptionId: subscription_id,
+        paymentId: payment_id,
+      });
+
+      return {
+        content: [{
+          type: "text",
+          text: JSON.stringify({
+            reported: true,
+            crm_status: result.ok ? "accepted" : "rejected",
+            http_status: result.status,
+            location_id,
+            company_id,
+            amount,
+            status,
+            payment_type: payment_type || "one_time",
+          }, null, 2),
+        }],
+      };
+    }
+  );
+
+  server.tool(
+    "crm_create_payment_config",
+    "Configure payment processing (Stripe) for a CRM location. This wires Stripe into the location so it can accept payments natively.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      live_api_key: z.string().describe("Stripe live secret key"),
+      live_publishable_key: z.string().describe("Stripe live publishable key"),
+      test_api_key: z.string().optional().describe("Stripe test secret key"),
+      test_publishable_key: z.string().optional().describe("Stripe test publishable key"),
+    },
+    async ({ location_id, live_api_key, live_publishable_key, test_api_key, test_publishable_key }) => {
+      try {
+        const { default: getSDK } = await import("./sdk.js");
+        const sdk = await getSDK();
+
+        const config = {
+          live: { apiKey: live_api_key, publishableKey: live_publishable_key },
+        };
+        if (test_api_key && test_publishable_key) {
+          config.test = { apiKey: test_api_key, publishableKey: test_publishable_key };
+        }
+
+        const response = await sdk.payments.createConfig({ locationId: location_id }, config);
+
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({ status: "configured", location_id, response }, null, 2),
+          }],
+        };
+      } catch (err) {
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({ error: err.message, status: "failed" }, null, 2),
+          }],
+        };
+      }
+    }
+  );
+}

package/crm/conversations.js

@@ -114,6 +114,13 @@ const conversationTools = [
       replyToMessageId: { type: "string", description: "Message ID to reply to", required: false, in: "body" },
       templateId: { type: "string", description: "Template ID for pre-built messages", required: false, in: "body" },
       scheduledTimestamp: { type: "number", description: "Unix timestamp (ms) to schedule the message", required: false, in: "body" },
+      appointmentId: { type: "string", description: "Link message to an appointment", required: false, in: "body" },
+      threadId: { type: "string", description: "Email thread ID for threading", required: false, in: "body" },
+      emailReplyMode: { type: "string", description: "Reply mode: reply, reply_all", required: false, in: "body" },
+      fromNumber: { type: "string", description: "From phone number (E.164)", required: false, in: "body" },
+      toNumber: { type: "string", description: "To phone number (E.164)", required: false, in: "body" },
+      mentions: { type: "array_string", description: "Array of user IDs to mention", required: false, in: "body" },
+      userId: { type: "string", description: "Send as this user", required: false, in: "body" },
     },
     body: [
       "type",
@@ -132,6 +139,13 @@ const conversationTools = [
       "replyToMessageId",
       "templateId",
       "scheduledTimestamp",
+      "appointmentId",
+      "threadId",
+      "emailReplyMode",
+      "fromNumber",
+      "toNumber",
+      "mentions",
+      "userId",
     ],
   },
 

package/crm/course-generator.js

@@ -0,0 +1,161 @@
+// ============================================================
+// 0nMCP — AI Course Generator
+// ============================================================
+// User describes what they want → AI generates course structure
+// → SDK imports it into their CRM location.
+//
+// Flow:
+//   1. User describes course topic + goals
+//   2. AI generates full course JSON (title, categories, lessons)
+//   3. SDK calls courses.importCourses() → live in CRM
+//   4. User sees course in their CRM memberships area
+// ============================================================
+
+import getSDK from "./sdk.js";
+
+/**
+ * Generate course content structure from a description.
+ * Uses the AI to create categories, lessons, and materials.
+ *
+ * @param {string} topic - What the course is about
+ * @param {string} audience - Who it's for
+ * @param {number} lessonCount - Approximate number of lessons (default 8)
+ * @param {string} [instructorName] - Instructor name
+ * @returns {Object} - Course structure ready for importCourses()
+ */
+export function generateCourseStructure(topic, audience, lessonCount = 8, instructorName = "AI Instructor") {
+  // This returns the structure template — the AI fills in the content
+  // when called through the MCP tool
+  return {
+    title: topic,
+    description: `A comprehensive course on ${topic} designed for ${audience}.`,
+    imageUrl: "",
+    categories: [],
+    instructorDetails: {
+      name: instructorName,
+      description: `Expert instructor covering ${topic}.`,
+    },
+  };
+}
+
+/**
+ * Import a fully-structured course into a CRM location.
+ *
+ * @param {string} locationId - CRM location ID
+ * @param {string} userId - CRM user ID
+ * @param {Object} courseData - Full course structure
+ */
+export async function importCourse(locationId, userId, courseData) {
+  const sdk = await getSDK();
+
+  const response = await sdk.courses.importCourses({
+    locationId,
+    userId,
+    products: [courseData],
+  });
+
+  return response;
+}
+
+/**
+ * Register course generator MCP tools.
+ */
+export function registerCourseTools(server, z) {
+  server.tool(
+    "crm_generate_course",
+    "Generate a full AI course and import it into a CRM location. Provide the topic, audience, and desired structure. The AI builds categories with lessons and imports everything.",
+    {
+      location_id: z.string().describe("CRM location ID where the course will be created"),
+      user_id: z.string().describe("CRM user ID (course owner)"),
+      title: z.string().describe("Course title"),
+      description: z.string().describe("Course description"),
+      instructor_name: z.string().optional().describe("Instructor name (default: AI Instructor)"),
+      categories: z.array(z.object({
+        title: z.string().describe("Category/module title"),
+        lessons: z.array(z.object({
+          title: z.string().describe("Lesson title"),
+          description: z.string().describe("Lesson content/description (can be full HTML)"),
+          content_type: z.string().optional().describe("Content type: video, text, audio (default: text)"),
+        })).describe("Lessons in this category"),
+      })).describe("Course categories with lessons"),
+    },
+    async ({ location_id, user_id, title, description, instructor_name, categories }) => {
+      try {
+        const courseData = {
+          title,
+          description,
+          imageUrl: "",
+          categories: categories.map((cat) => ({
+            title: cat.title,
+            visibility: "published",
+            thumbnailUrl: "",
+            posts: cat.lessons.map((lesson) => ({
+              title: lesson.title,
+              visibility: "published",
+              thumbnailUrl: "",
+              contentType: lesson.content_type || "text",
+              description: lesson.description,
+              bucketVideoUrl: "",
+              postMaterials: [],
+            })),
+            subCategories: [],
+          })),
+          instructorDetails: {
+            name: instructor_name || "AI Instructor",
+            description: `Course instructor for ${title}`,
+          },
+        };
+
+        const result = await importCourse(location_id, user_id, courseData);
+
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({
+              status: "imported",
+              title,
+              categories: categories.length,
+              total_lessons: categories.reduce((sum, c) => sum + c.lessons.length, 0),
+              location_id,
+              result,
+            }, null, 2),
+          }],
+        };
+      } catch (err) {
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({ error: err.message, status: "failed" }, null, 2),
+          }],
+        };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_list_courses",
+    "List all courses/products in a CRM location.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+    },
+    async ({ location_id }) => {
+      try {
+        const sdk = await getSDK();
+        const response = await sdk.courses.getProducts({ locationId: location_id });
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify(response, null, 2),
+          }],
+        };
+      } catch (err) {
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({ error: err.message }, null, 2),
+          }],
+        };
+      }
+    }
+  );
+}

package/crm/email-campaigns.js

@@ -0,0 +1,250 @@
+// ============================================================
+// 0nMCP — CRM Email Campaign Execution Tools
+// ============================================================
+// Full email campaign platform:
+// - Fetch & display CRM email templates
+// - Create new templates
+// - Fetch campaigns with stats
+// - IP warm-up scheduling
+// - Template selection for campaign execution
+//
+// SDK methods: emails.fetchCampaigns, emails.fetchTemplate,
+//   emails.createTemplate, emails.updateTemplate, emails.deleteTemplate
+//   campaigns.getCampaigns, conversations.sendANewMessage
+// ============================================================
+
+import getSDK from "./sdk.js";
+import { crmHeaders, CRM_API_BASE } from "./helpers.js";
+
+/**
+ * Register email campaign MCP tools.
+ */
+export function registerEmailCampaignTools(server, z) {
+
+  // ── List email templates ───────────────────────────────────
+  server.tool(
+    "crm_list_email_templates",
+    "List all email templates for a location. Returns template names, preview URLs, and IDs for selection in campaign builders.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      search: z.string().optional().describe("Search by template name"),
+      limit: z.number().optional().describe("Max results (default 20)"),
+      offset: z.number().optional().describe("Pagination offset"),
+    },
+    async ({ location_id, search, limit, offset }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.emails.fetchTemplate({
+          locationId: location_id,
+          limit: String(limit || 20),
+          offset: String(offset || 0),
+          search: search || undefined,
+          templatesOnly: "true",
+        });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  // ── Create email template ──────────────────────────────────
+  server.tool(
+    "crm_create_email_template",
+    "Create a new email template. Returns a redirect URL to the CRM email builder where the template can be visually edited.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      name: z.string().describe("Template name"),
+      type: z.string().optional().describe("Template type (html, folder). Default: html"),
+      import_url: z.string().optional().describe("URL to import template from"),
+    },
+    async ({ location_id, name, type, import_url }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.emails.createTemplate({
+          locationId: location_id,
+          name,
+          type: type || "html",
+          importProvider: import_url ? "url" : "blank",
+          importURL: import_url || undefined,
+        });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  // ── List campaigns with stats ──────────────────────────────
+  server.tool(
+    "crm_list_email_campaigns",
+    "List email campaigns for a location with optional stats. Shows campaign name, status, open/click rates.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      status: z.string().optional().describe("Filter by status (draft, scheduled, sent, archived)"),
+      show_stats: z.boolean().optional().describe("Include open/click stats (default true)"),
+      limit: z.number().optional().describe("Max results"),
+      offset: z.number().optional().describe("Pagination offset"),
+    },
+    async ({ location_id, status, show_stats, limit, offset }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.emails.fetchCampaigns({
+          locationId: location_id,
+          status: status || undefined,
+          showStats: show_stats !== false,
+          limit: limit || 20,
+          offset: offset || 0,
+          campaignsOnly: true,
+        });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  // ── Send email to contact ──────────────────────────────────
+  server.tool(
+    "crm_send_email",
+    "Send an email to a contact. Supports HTML body, templates, attachments, CC/BCC, threading, and scheduling.",
+    {
+      access_token: z.string().optional().describe("CRM access token (auto-resolved if location_id provided)"),
+      location_id: z.string().optional().describe("CRM location ID"),
+      contact_id: z.string().describe("Contact ID to send to"),
+      subject: z.string().describe("Email subject line"),
+      html: z.string().optional().describe("HTML email body"),
+      message: z.string().optional().describe("Plain text message body"),
+      from_email: z.string().optional().describe("From email address"),
+      to_email: z.string().optional().describe("To email (overrides contact default)"),
+      cc: z.array(z.string()).optional().describe("CC email addresses"),
+      bcc: z.array(z.string()).optional().describe("BCC email addresses"),
+      template_id: z.string().optional().describe("CRM email template ID"),
+      attachments: z.array(z.string()).optional().describe("Attachment URLs"),
+      thread_id: z.string().optional().describe("Email thread ID for threading"),
+      reply_mode: z.string().optional().describe("Reply mode: reply, reply_all"),
+      scheduled_timestamp: z.number().optional().describe("Unix timestamp to schedule send"),
+    },
+    async (args) => {
+      try {
+        // Use direct API since conversations.sendANewMessage covers this
+        const token = args.access_token;
+        if (!token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "access_token required for sending" }) }] };
+        }
+
+        const body = {
+          type: "Email",
+          contactId: args.contact_id,
+          subject: args.subject,
+          html: args.html || undefined,
+          message: args.message || undefined,
+          emailFrom: args.from_email || undefined,
+          emailTo: args.to_email || undefined,
+          emailCc: args.cc || undefined,
+          emailBcc: args.bcc || undefined,
+          templateId: args.template_id || undefined,
+          attachments: args.attachments || undefined,
+          threadId: args.thread_id || undefined,
+          emailReplyMode: args.reply_mode || undefined,
+          scheduledTimestamp: args.scheduled_timestamp || undefined,
+        };
+
+        const headers = crmHeaders(token);
+        const res = await fetch(`${CRM_API_BASE}/conversations/messages`, {
+          method: "POST",
+          headers,
+          body: JSON.stringify(body),
+        });
+        const data = await res.json();
+
+        return { content: [{ type: "text", text: JSON.stringify({ sent: res.ok, status: res.status, data }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  // ── IP warm-up schedule generator ──────────────────────────
+  server.tool(
+    "crm_generate_warmup_schedule",
+    "Generate an IP warm-up schedule for a new email sending domain. Returns a day-by-day plan with volume targets, engagement monitoring, and escalation thresholds.",
+    {
+      daily_target: z.number().describe("Target daily send volume after warm-up"),
+      domain: z.string().describe("Sending domain being warmed up"),
+      warmup_days: z.number().optional().describe("Number of warm-up days (default 30)"),
+    },
+    async ({ daily_target, domain, warmup_days }) => {
+      const days = warmup_days || 30;
+      const schedule = [];
+
+      for (let day = 1; day <= days; day++) {
+        const pct = Math.min(1, Math.pow(day / days, 1.5));
+        const volume = Math.max(10, Math.round(daily_target * pct));
+        const phase = day <= 7 ? "cautious" : day <= 14 ? "building" : day <= 21 ? "accelerating" : "full";
+
+        schedule.push({
+          day,
+          volume,
+          phase,
+          engagement_target: phase === "cautious" ? ">30% open rate" : phase === "building" ? ">25% open rate" : ">20% open rate",
+          action: phase === "cautious"
+            ? "Send to most engaged contacts only (opened in last 30 days)"
+            : phase === "building"
+            ? "Expand to contacts who opened in last 90 days"
+            : phase === "accelerating"
+            ? "Include contacts who opened in last 180 days"
+            : "Full list — monitor bounce rate (<2%) and spam rate (<0.1%)",
+          pause_if: "Bounce rate >5% OR spam complaints >0.3% OR open rate drops below 15%",
+        });
+      }
+
+      return {
+        content: [{
+          type: "text",
+          text: JSON.stringify({
+            domain,
+            total_days: days,
+            target_daily_volume: daily_target,
+            schedule,
+            rules: [
+              "Never send to unengaged contacts in first 14 days",
+              "Monitor postmaster tools daily (Google, Yahoo, Microsoft)",
+              "If any ISP blocks, pause 48 hours and reduce volume 50%",
+              "Authenticate SPF, DKIM, DMARC before starting",
+              "Use consistent from address and branding throughout",
+            ],
+          }, null, 2),
+        }],
+      };
+    }
+  );
+
+  // ── Get template iframe URL ────────────────────────────────
+  server.tool(
+    "crm_get_template_preview_url",
+    "Get the preview URL for a CRM email template. This URL can be loaded in an iframe to show the template visually.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      template_id: z.string().describe("Template ID"),
+    },
+    async ({ location_id, template_id }) => {
+      // CRM template preview URLs follow this pattern
+      const previewUrl = `https://app.leadconnectorhq.com/v2/location/${location_id}/marketing/emails/editor/${template_id}`;
+      const thumbnailUrl = `https://services.leadconnectorhq.com/emails/builder/${template_id}/thumbnail?locationId=${location_id}`;
+
+      return {
+        content: [{
+          type: "text",
+          text: JSON.stringify({
+            template_id,
+            location_id,
+            preview_url: previewUrl,
+            thumbnail_url: thumbnailUrl,
+            embed_note: "Use thumbnail_url in an img tag for preview. preview_url requires CRM auth to load in iframe.",
+          }, null, 2),
+        }],
+      };
+    }
+  );
+}

package/crm/helpers.js

@@ -35,12 +35,21 @@ export function crmHeaders(accessToken) {
  * Every tool automatically receives `access_token` (required) and
  * `location_id` (optional) parameters.
  */
+let _resolveToken = null;
+export function setTokenResolver(fn) { _resolveToken = fn; }
+
 export function registerTools(server, z, definitions, proxy) {
   for (const def of definitions) {
     const schema = buildSchema(z, def);
 
     server.tool(def.name, def.description, schema, async (args) => {
       try {
+        if (!args.access_token && args.location_id && _resolveToken) {
+          args.access_token = await _resolveToken(args.location_id);
+        }
+        if (!args.access_token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "No access_token and no OAuth token for this location. Use crm_oauth_connect or pass access_token." }) }] };
+        }
         const headers = crmHeaders(args.access_token);
         let url = CRM_API_BASE + def.path;