0nmcp 3.2.2 → 4.5.0

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;
 

package/crm/index.js

@@ -11,8 +11,18 @@
 //   crm/index.js     — This file (wires everything together)
 // ============================================================
 
-import { registerTools, crmHeaders, CRM_API_BASE, API_VERSION } from "./helpers.js";
+import { registerTools, crmHeaders, CRM_API_BASE, API_VERSION, setTokenResolver } from "./helpers.js";
 import { registerAuthTools } from "./auth.js";
+import { registerOAuthStoreTools, resolveToken } from "./oauth-store.js";
+import { registerCourseTools } from "./course-generator.js";
+import { registerUserContextTools } from "./user-context.js";
+import { registerBillingTools } from "./billing.js";
+import { registerEmailCampaignTools } from "./email-campaigns.js";
+import { registerMarketplaceBillingTools } from "./marketplace-billing.js";
+import { registerMediaTools } from "./media.js";
+import { registerSaasManagementTools } from "./saas-management.js";
+import { registerSurveyFormTools } from "./surveys-forms.js";
+import { registerAgentBuilderTools } from "./agent-builder.js";
 
 // Category modules — each exports a default array of tool definitions
 import contacts from "./contacts.js";
@@ -30,6 +40,7 @@ import knowledgeBase from "./knowledge-base.js";
 import voiceAi from "./voice-ai.js";
 import saas from "./saas.js";
 import funnels from "./funnels.js"; // includes forms, surveys, associations, snapshots
+import phoneSystem from "./phone-system.js";
 import agentStudio from "./agent-studio.js";
 
 // Re-export definitions + helpers for external consumers (e.g. CRM bridges)
@@ -50,6 +61,7 @@ export {
   saas,
   funnels,
   agentStudio,
+  resolveToken,
   crmHeaders,
   CRM_API_BASE,
   API_VERSION,
@@ -63,9 +75,42 @@ export {
  * @param {import("../capability-proxy.js").CapabilityProxy} [proxy]
  */
 export function registerCrmTools(server, z, proxy) {
+  // 0. Wire up OAuth token auto-resolution
+  setTokenResolver(resolveToken);
+
   // 1. Auth & custom-logic tools (OAuth, snapshot deploy, workflow process)
   registerAuthTools(server, z);
 
+  // 1b. OAuth store tools (connect, status, resolve)
+  registerOAuthStoreTools(server, z);
+
+  // 1c. SDK-powered tools (courses, etc.)
+  registerCourseTools(server, z);
+
+  // 1d. User context decryption (marketplace app embeds)
+  registerUserContextTools(server, z);
+
+  // 1e. External billing (Stripe → CRM webhook) + payment config
+  registerBillingTools(server, z);
+
+  // 1f. Email campaign execution (templates, campaigns, warmup, send)
+  registerEmailCampaignTools(server, z);
+
+  // 1g. Marketplace billing (charge, rebilling, installer details)
+  registerMarketplaceBillingTools(server, z);
+
+  // 1h. Media library (upload, folders, browse, delete)
+  registerMediaTools(server, z);
+
+  // 1i. SaaS management (locations, plans, rebilling, payment links)
+  registerSaasManagementTools(server, z);
+
+  // 1j. Surveys & Forms (list, submissions, file upload)
+  registerSurveyFormTools(server, z);
+
+  // 1k. AI Agent Builder (create, list, execute AI Workflows)
+  registerAgentBuilderTools(server, z);
+
   // 2. Data-driven tools by category
   const categories = [
     { name: "Contacts", defs: contacts },
@@ -84,9 +129,10 @@ export function registerCrmTools(server, z, proxy) {
     { name: "SaaS & Billing", defs: saas },
     { name: "Funnels, Forms, Surveys & More", defs: funnels },
     { name: "Agent Studio", defs: agentStudio },
+    { name: "Phone System", defs: phoneSystem },
   ];
 
-  let totalTools = 5; // auth tools count
+  let totalTools = 5 + 3 + 2 + 1 + 2 + 6 + 7 + 6 + 3 + 3 + 3; // auth(5) + oauth-store(3) + course(2) + user-context(1) + billing(2) + email-campaigns(6) + marketplace-billing(7) + media(6) + saas-mgmt(3) + surveys-forms(3) + agent-builder(3)
   for (const cat of categories) {
     registerTools(server, z, cat.defs, proxy);
     totalTools += cat.defs.length;

package/crm/marketplace-billing.js

@@ -0,0 +1,162 @@
+// ============================================================
+// 0nMCP — CRM Marketplace Billing & Rebilling Tools
+// ============================================================
+// Full marketplace billing: charge locations, check funds,
+// get installer details, rebilling config, uninstall.
+//
+// SDK methods: marketplace.charge, marketplace.getCharges,
+//   marketplace.hasFunds, marketplace.getInstallerDetails,
+//   marketplace.getSpecificCharge, marketplace.deleteCharge,
+//   marketplace.uninstallApplication
+//
+// REST: GET /marketplace/app/:appId/rebilling-config/location/:locationId
+// ============================================================
+
+import getSDK from "./sdk.js";
+import { crmHeaders, CRM_API_BASE } from "./helpers.js";
+
+export function registerMarketplaceBillingTools(server, z) {
+
+  server.tool(
+    "crm_marketplace_charge",
+    "Charge a location for an add-on or service through the CRM marketplace billing. The CRM handles payment collection from the sub-account owner.",
+    {
+      location_id: z.string().describe("CRM location ID to charge"),
+      amount: z.number().describe("Amount in cents"),
+      description: z.string().describe("Charge description"),
+      name: z.string().describe("Product/add-on name"),
+    },
+    async ({ location_id, amount, description, name }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.charge({
+          locationId: location_id,
+          amount,
+          description,
+          name,
+        });
+        return { content: [{ type: "text", text: JSON.stringify({ charged: true, data: result }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_get_charges",
+    "List all marketplace charges for a location. Shows charge history, amounts, and status.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+    },
+    async ({ location_id }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.getCharges({ locationId: location_id });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_has_funds",
+    "Check if a location has sufficient funds for a marketplace charge. Use before attempting to charge.",
+    {
+      location_id: z.string().describe("CRM location ID"),
+      amount: z.number().describe("Amount in cents to check"),
+    },
+    async ({ location_id, amount }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.hasFunds({ locationId: location_id, amount });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_installer_details",
+    "Get installer details for a marketplace app — which locations have it installed, installation status, and configuration.",
+    {
+      app_id: z.string().optional().describe("Marketplace app ID (default: 0nCORE app)"),
+    },
+    async ({ app_id }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.getInstallerDetails({
+          appId: app_id || "69c762225a31e1cd2f28dd4c",
+        });
+        return { content: [{ type: "text", text: JSON.stringify(result, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_rebilling_config",
+    "Get the rebilling/subscription config for an app at a specific location. Shows pricing plans, usage limits, and subscription status.",
+    {
+      app_id: z.string().optional().describe("Marketplace app ID (default: 0nCORE app)"),
+      location_id: z.string().describe("CRM location ID"),
+      access_token: z.string().optional().describe("OAuth access token (auto-resolved)"),
+    },
+    async ({ app_id, location_id, access_token }) => {
+      try {
+        const appId = app_id || "69c762225a31e1cd2f28dd4c";
+        const token = access_token;
+        if (!token) {
+          return { content: [{ type: "text", text: JSON.stringify({ error: "access_token required for rebilling config" }) }] };
+        }
+        const headers = crmHeaders(token);
+        const res = await fetch(`${CRM_API_BASE}/marketplace/app/${appId}/rebilling-config/location/${location_id}`, { headers });
+        const data = await res.json();
+        return { content: [{ type: "text", text: JSON.stringify({ ok: res.ok, data }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_delete_charge",
+    "Delete/cancel a specific marketplace charge.",
+    {
+      charge_id: z.string().describe("Charge ID to delete"),
+      location_id: z.string().describe("CRM location ID"),
+    },
+    async ({ charge_id, location_id }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.deleteCharge({ chargeId: charge_id, locationId: location_id });
+        return { content: [{ type: "text", text: JSON.stringify({ deleted: true, data: result }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+
+  server.tool(
+    "crm_marketplace_uninstall",
+    "Uninstall a marketplace app from a location.",
+    {
+      app_id: z.string().optional().describe("Marketplace app ID"),
+      location_id: z.string().describe("CRM location ID"),
+    },
+    async ({ app_id, location_id }) => {
+      try {
+        const sdk = await getSDK();
+        const result = await sdk.marketplace.uninstallApplication({
+          appId: app_id || "69c762225a31e1cd2f28dd4c",
+          locationId: location_id,
+        });
+        return { content: [{ type: "text", text: JSON.stringify({ uninstalled: true, data: result }, null, 2) }] };
+      } catch (err) {
+        return { content: [{ type: "text", text: JSON.stringify({ error: err.message }) }] };
+      }
+    }
+  );
+}