0nmcp 3.2.2 → 4.5.0

package/crm/agent-builder.js

@@ -0,0 +1,223 @@
+// ============================================================
+// 0nMCP — AI Agent Builder (SDK-powered)
+// ============================================================
+// Dynamically generate CRM Agent Studio agents from descriptions.
+// Agents = "AI Workflows" — K-layer powered, MCP-connected,
+// knowledge-base trained. The core product of the 0n platform.
+//
+// Architecture:
+//   User describes what they want
+//   → AI generates agent config (nodes, edges, KB, MCP)
+//   → SDK creates agent in CRM
+//   → Agent promoted to production
+//   → Available as an "AI Workflow" in the dashboard
+//   → K-layers feed learning data back into KB
+// ============================================================
+
+import getSDK from "./sdk.js";
+import { crmHeaders, CRM_API_BASE } from "./helpers.js";
+
+/**
+ * Register AI agent builder MCP tools.
+ */
+export function registerAgentBuilderTools(server, z) {
+
+  server.tool(
+    "crm_build_ai_workflow",
+    "Build and deploy a complete AI Workflow (Agent Studio agent) from a natural language description. Creates the agent, configures knowledge base connections, adds MCP server nodes for tool access, and promotes to production.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      name: z.string().describe("AI Workflow name"),
+      description: z.string().describe("What this AI Workflow does — the AI generates the full agent config from this"),
+      knowledge_base_ids: z.array(z.string()).optional().describe("Knowledge base IDs to connect"),
+      mcp_enabled: z.boolean().optional().describe("Enable MCP server access (default true — gives agent access to 0nMCP tools)"),
+      personality: z.string().optional().describe("Agent personality/system prompt override"),
+      auto_promote: z.boolean().optional().describe("Auto-promote to production (default true)"),
+      access_token: z.string().optional().describe("CRM access token (auto-resolved)"),
+    },
+    async ({ location_id, name, description, knowledge_base_ids, mcp_enabled, personality, auto_promote, access_token }) => {
+      try {
+        const token = access_token;
+        if (!token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "access_token required" }) }] };
+        }
+
+        const headers = crmHeaders(token);
+
+        // Step 1: Create the agent
+        const createRes = await fetch(`${CRM_API_BASE}/agent-studio/agent`, {
+          method: "POST",
+          headers,
+          body: JSON.stringify({ locationId: location_id, name, description }),
+        });
+        const createData = await createRes.json();
+
+        if (!createRes.ok) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "Agent creation failed", details: createData }) }] };
+        }
+
+        const agentId = createData.agent?.id || createData.id;
+        const versionId = createData.agent?.versions?.[0]?.id || createData.versionId;
+
+        if (!agentId) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "No agent ID returned", data: createData }) }] };
+        }
+
+        // Step 2: Configure the agent version with nodes
+        const nodes = [];
+        const edges = [];
+
+        // Add knowledge base nodes
+        if (knowledge_base_ids && knowledge_base_ids.length > 0) {
+          for (let i = 0; i < knowledge_base_ids.length; i++) {
+            nodes.push({
+              id: `kb_${i}`,
+              type: "knowledge_base",
+              data: { knowledgeBaseId: knowledge_base_ids[i] },
+              position: { x: 200, y: 100 + i * 120 },
+            });
+          }
+        }
+
+        // Add MCP server node if enabled
+        if (mcp_enabled !== false) {
+          nodes.push({
+            id: "mcp_0nmcp",
+            type: "mcp_server",
+            data: {
+              url: "https://services.leadconnectorhq.com/mcp/",
+              name: "0nMCP",
+              description: "Universal AI orchestrator — 332+ CRM tools, 96 services",
+            },
+            position: { x: 400, y: 200 },
+          });
+        }
+
+        // Update agent with nodes if we have any
+        if (versionId && nodes.length > 0) {
+          await fetch(`${CRM_API_BASE}/agent-studio/agent/${agentId}`, {
+            method: "PUT",
+            headers,
+            body: JSON.stringify({
+              locationId: location_id,
+              versionId,
+              nodes,
+              edges,
+              variables: {
+                system_prompt: personality || `You are ${name}. ${description}. Be helpful, professional, and thorough.`,
+              },
+            }),
+          });
+        }
+
+        // Step 3: Promote to production
+        if (auto_promote !== false && versionId) {
+          await fetch(`${CRM_API_BASE}/agent-studio/agent/${agentId}/promote`, {
+            method: "POST",
+            headers,
+            body: JSON.stringify({ locationId: location_id, versionId }),
+          });
+        }
+
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({
+              status: "deployed",
+              agent_id: agentId,
+              version_id: versionId,
+              name,
+              description,
+              knowledge_bases: knowledge_base_ids?.length || 0,
+              mcp_enabled: mcp_enabled !== false,
+              promoted: auto_promote !== false,
+              execute_command: `crm_execute_agent with agentId=${agentId}, locationId=${location_id}`,
+            }, null, 2),
+          }],
+        };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_list_ai_workflows",
+    "List all AI Workflows (Agent Studio agents) for a location with their status, version, and execution stats.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      access_token: z.string().optional().describe("CRM access token"),
+    },
+    async ({ location_id, access_token }) => {
+      try {
+        const token = access_token;
+        if (!token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "access_token required" }) }] };
+        }
+        const headers = crmHeaders(token);
+        const res = await fetch(`${CRM_API_BASE}/agent-studio/agent?locationId=${location_id}`, { headers });
+        const data = await res.json();
+
+        const workflows = (data.agents || data || []).map((a) => ({
+          id: a.id,
+          name: a.name,
+          description: a.description,
+          status: a.status,
+          versions: a.versions?.length || 0,
+          createdAt: a.createdAt,
+          updatedAt: a.updatedAt,
+        }));
+
+        return { content: [{ type: "text", text: JSON.stringify({ workflows, total: workflows.length }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_run_ai_workflow",
+    "Execute an AI Workflow (Agent Studio agent). Send a message and get a response. Maintains conversation context via executionId.",
+    {
+      agent_id: z.string().describe("Agent/workflow ID"),
+      location_id: z.string().describe("CRM location ID"),
+      message: z.string().describe("Message to send to the AI Workflow"),
+      execution_id: z.string().optional().describe("Previous execution ID to continue conversation"),
+      contact_id: z.string().optional().describe("Contact ID for context"),
+      access_token: z.string().optional().describe("CRM access token"),
+    },
+    async ({ agent_id, location_id, message, execution_id, contact_id, access_token }) => {
+      try {
+        const token = access_token;
+        if (!token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "access_token required" }) }] };
+        }
+        const headers = crmHeaders(token);
+        const res = await fetch(`${CRM_API_BASE}/agent-studio/agent/${agent_id}/execute`, {
+          method: "POST",
+          headers,
+          body: JSON.stringify({
+            locationId: location_id,
+            message,
+            executionId: execution_id || undefined,
+            contactId: contact_id || undefined,
+          }),
+        });
+        const data = await res.json();
+
+        return {
+          content: [{
+            type: "text",
+            text: JSON.stringify({
+              response: data.response || data.message || data.content,
+              execution_id: data.executionId || data.execution_id,
+              agent_id,
+            }, null, 2),
+          }],
+        };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+}

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),
+          }],
+        };
+      }
+    }
+  );
+}