@agifyai/leadify-mcp 1.4.1

package/dist/tools/datasources.js

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+import { z } from "zod";
+import { getClient } from "../client.js";
+import { toolResult, handleToolError } from "../types.js";
+const ICON_COLORS = [
+    "blue",
+    "red",
+    "amber",
+    "green",
+    "purple",
+    "orange",
+    "teal",
+    "indigo",
+    "pink",
+    "slate",
+];
+const FREQUENCIES = [
+    "temps reel",
+    "quotidienne",
+    "hebdomadaire",
+    "mensuelle",
+];
+export function registerDataSourceTools(server) {
+    // ── list_data_sources ──────────────────────────────────────────────────
+    server.tool("list_data_sources", "List every data source configured for the workspace, grouped by country then name. " +
+        "Open to all authenticated users. Use this to discover available sources before " +
+        "attaching them to a persona or campaign.", {}, async () => {
+        try {
+            const data = await getClient().get("/api/data-sources");
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── create_data_source ─────────────────────────────────────────────────
+    server.tool("create_data_source", "Create a new data source entry. Admin-only. Requires a name and a 2-letter ISO " +
+        "country code. Additional metadata (icon, frequency, url) helps UI display and " +
+        "agent routing.", {
+        name: z.string().describe("Source name (e.g. 'LinkedIn FR')."),
+        country: z
+            .string()
+            .length(2)
+            .describe("ISO 2-letter country code (e.g. 'FR')."),
+        description: z.string().optional().describe("Source description."),
+        icon_label: z
+            .string()
+            .max(4)
+            .optional()
+            .describe("Icon abbreviation (2-4 chars, e.g. 'in')."),
+        icon_color: z
+            .enum(ICON_COLORS)
+            .optional()
+            .describe("Icon color."),
+        url: z.string().optional().describe("Source website URL."),
+        frequency: z
+            .enum(FREQUENCIES)
+            .optional()
+            .describe("Update frequency."),
+    }, async (params) => {
+        try {
+            const body = {
+                name: params.name,
+                country: params.country,
+            };
+            if (params.description !== undefined)
+                body.description = params.description;
+            if (params.icon_label !== undefined)
+                body.iconLabel = params.icon_label;
+            if (params.icon_color !== undefined)
+                body.iconColor = params.icon_color;
+            if (params.url !== undefined)
+                body.url = params.url;
+            if (params.frequency !== undefined)
+                body.frequency = params.frequency;
+            const data = await getClient().post("/api/data-sources", body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_data_source ─────────────────────────────────────────────────
+    server.tool("update_data_source", "Update fields on an existing data source. Admin-only. Only the fields you pass are " +
+        "modified; omitted fields are left untouched.", {
+        id: z.string().describe("Source identifier."),
+        name: z.string().optional().describe("New source name."),
+        country: z
+            .string()
+            .length(2)
+            .optional()
+            .describe("ISO 2-letter country code."),
+        description: z.string().optional().describe("Source description."),
+        icon_label: z
+            .string()
+            .max(4)
+            .optional()
+            .describe("Icon abbreviation (2-4 chars)."),
+        icon_color: z
+            .enum(ICON_COLORS)
+            .optional()
+            .describe("Icon color."),
+        url: z.string().optional().describe("Source website URL."),
+        frequency: z
+            .enum(FREQUENCIES)
+            .optional()
+            .describe("Update frequency."),
+    }, async (params) => {
+        try {
+            const body = {};
+            if (params.name !== undefined)
+                body.name = params.name;
+            if (params.country !== undefined)
+                body.country = params.country;
+            if (params.description !== undefined)
+                body.description = params.description;
+            if (params.icon_label !== undefined)
+                body.iconLabel = params.icon_label;
+            if (params.icon_color !== undefined)
+                body.iconColor = params.icon_color;
+            if (params.url !== undefined)
+                body.url = params.url;
+            if (params.frequency !== undefined)
+                body.frequency = params.frequency;
+            const data = await getClient().put(`/api/data-sources/${encodeURIComponent(params.id)}`, body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── delete_data_source ─────────────────────────────────────────────────
+    server.tool("delete_data_source", "Permanently remove a data source. Admin-only and irreversible. Always confirm with " +
+        "the user before calling this tool.", {
+        id: z.string().describe("Source identifier."),
+    }, async ({ id }) => {
+        try {
+            const data = await getClient().delete(`/api/data-sources/${encodeURIComponent(id)}`);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+}

package/dist/tools/lead_groups.d.ts

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+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerLeadGroupTools(server: McpServer): void;

package/dist/tools/lead_groups.js

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+import { z } from "zod";
+import { getClient } from "../client.js";
+import { toolResult, handleToolError } from "../types.js";
+const DISABLABLE_TOOLS = [
+    "linkedin",
+    "search",
+    "jobboard",
+    "signals",
+    "linkedin_company",
+    "skool_member",
+];
+export function registerLeadGroupTools(server) {
+    // ── create_lead_group ──────────────────────────────────────────────────
+    server.tool("create_lead_group", "Create a new lead group in the specified organization. A lead group holds leads, a " +
+        "schema, and an optional persona assignment. Use list_organizations first to find the " +
+        "organization_id if you don't have it. Assigning a persona at creation time scopes " +
+        "scoring/messaging immediately.", {
+        name: z.string().describe("Group name."),
+        organization_id: z
+            .string()
+            .describe("Target organization ID (Clerk org ID). Get one via list_organizations."),
+        description: z.string().nullable().optional().describe("Group description."),
+        persona_types: z
+            .array(z.string())
+            .optional()
+            .describe("CRM schema extension types (e.g. 'physician', 'skool_member'). Determines which " +
+            "custom fields are available on leads in this group."),
+        company_profile: z
+            .record(z.unknown())
+            .nullable()
+            .optional()
+            .describe("Sender/product overlay profile (freeform object). Overrides the org-level profile " +
+            "for messaging in this group only."),
+        disabled_tools: z
+            .array(z.enum(DISABLABLE_TOOLS))
+            .optional()
+            .describe("List of sourcing/monitoring tools to disable for this group. Allowed values: " +
+            "linkedin, search, jobboard, signals, linkedin_company, skool_member."),
+        persona_id: z
+            .string()
+            .nullable()
+            .optional()
+            .describe("ICP persona ID to assign. Must belong to the same org or be global. " +
+            "Omit to create the group without a persona."),
+    }, async (params) => {
+        try {
+            const body = {
+                name: params.name,
+                organizationId: params.organization_id,
+            };
+            if (params.description !== undefined)
+                body.description = params.description;
+            if (params.persona_types !== undefined)
+                body.personaTypes = params.persona_types;
+            if (params.company_profile !== undefined)
+                body.companyProfile = params.company_profile;
+            if (params.disabled_tools !== undefined)
+                body.disabledTools = params.disabled_tools;
+            if (params.persona_id !== undefined)
+                body.personaId = params.persona_id;
+            const data = await getClient().post("/api/lead-group", body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_lead_group ──────────────────────────────────────────────────
+    server.tool("update_lead_group", "Update an existing lead group. All body fields are optional — only those passed are " +
+        "modified. Use this to rename a group, swap its persona, change which sourcing tools " +
+        "are enabled, or edit the company_profile overlay. To list leads or schema, use " +
+        "get_leads instead.", {
+        id: z.string().describe("Lead group ID to update."),
+        name: z.string().optional().describe("New group name."),
+        description: z.string().nullable().optional().describe("New group description."),
+        persona_id: z
+            .string()
+            .nullable()
+            .optional()
+            .describe("New ICP persona ID. Pass null to unassign. Must belong to the same org or be global."),
+        persona_types: z
+            .array(z.string())
+            .optional()
+            .describe("Updated CRM schema extension types."),
+        company_profile: z
+            .record(z.unknown())
+            .nullable()
+            .optional()
+            .describe("Updated sender/product overlay profile."),
+        disabled_tools: z
+            .array(z.enum(DISABLABLE_TOOLS))
+            .optional()
+            .describe("Updated list of disabled tools. Allowed values: linkedin, search, jobboard, " +
+            "signals, linkedin_company, skool_member."),
+    }, async (params) => {
+        try {
+            const body = {};
+            if (params.name !== undefined)
+                body.name = params.name;
+            if (params.description !== undefined)
+                body.description = params.description;
+            if (params.persona_id !== undefined)
+                body.personaId = params.persona_id;
+            if (params.persona_types !== undefined)
+                body.personaTypes = params.persona_types;
+            if (params.company_profile !== undefined)
+                body.companyProfile = params.company_profile;
+            if (params.disabled_tools !== undefined)
+                body.disabledTools = params.disabled_tools;
+            const data = await getClient().put(`/api/lead-group/${encodeURIComponent(params.id)}`, body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── clone_lead_group ───────────────────────────────────────────────────
+    server.tool("clone_lead_group", "Clone a lead group (and all its leads) into another organization. Campaigns, views, " +
+        "and jobs are NOT cloned — only the group structure, schema, and lead data. Admin " +
+        "permission required on both orgs.", {
+        id: z.string().describe("Source lead group ID."),
+        target_organization_id: z
+            .string()
+            .describe("Destination organization ID. Caller must have admin access there."),
+        new_name: z
+            .string()
+            .nullable()
+            .optional()
+            .describe("Optional name for the cloned group. If omitted, uses the original name with ' (copy)' appended."),
+    }, async ({ id, target_organization_id, new_name }) => {
+        try {
+            const body = {
+                targetOrganizationId: target_organization_id,
+            };
+            if (new_name !== undefined)
+                body.newName = new_name;
+            const data = await getClient().post(`/api/lead-group/${encodeURIComponent(id)}/clone`, body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── delete_lead_group ──────────────────────────────────────────────────
+    server.tool("delete_lead_group", "Permanently delete a lead group, including ALL its leads, schema, and associated data. " +
+        "Irreversible. Admin permission required. Always confirm with the user before calling " +
+        "this tool — this destroys every lead in the group.", {
+        id: z.string().describe("Lead group ID to delete."),
+    }, async ({ id }) => {
+        try {
+            const data = await getClient().delete(`/api/lead-group/${encodeURIComponent(id)}`);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── get_lead_group_persona ─────────────────────────────────────────────
+    server.tool("get_lead_group_persona", "Retrieve the persona assigned to a specific lead group, with group context. " +
+        "Returns null persona if none is assigned. Use this to check what targeting " +
+        "rules apply to a group before generating messages.", {
+        lead_group_id: z.string().describe("Lead group ID."),
+    }, async ({ lead_group_id }) => {
+        try {
+            const data = await getClient().get(`/api/lead-group/${encodeURIComponent(lead_group_id)}/persona`);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+}

package/dist/tools/leads.d.ts

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+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerLeadTools(server: McpServer): void;

package/dist/tools/leads.js

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+import { z } from "zod";
+import { getClient } from "../client.js";
+import { toolResult, handleToolError } from "../types.js";
+export function registerLeadTools(server) {
+    // ── add_leads ──────────────────────────────────────────────────────────
+    server.tool("add_leads", "Add one or more leads to a specific lead group in Leadify. Provide the group ID " +
+        "and an array of lead objects with any combination of fields (email, firstName, " +
+        "lastName, company, jobTitle, phone, custom fields, card_* fields, percent_* " +
+        "fields, relation fields, etc.). Optionally specify which fields should be " +
+        "treated as 'select' dropdowns in the UI. Returns the count of successfully " +
+        "imported leads and any errors. Use this for both bulk imports and single lead creation.", {
+        lead_group_id: z
+            .string()
+            .describe("ID of the lead group to add leads to."),
+        leads: z
+            .array(z.record(z.unknown()))
+            .describe("Array of lead objects. Each object is a key-value map of field names to values. " +
+            "Common fields: email, firstName, lastName, company, jobTitle, phone, linkedin, " +
+            "website, location, seniority, specialty, age. Also supports card_* fields, " +
+            "percent_* fields, boolean flags (decisionMaking, excluded), and relation fields."),
+        is_select_fields: z
+            .array(z.string())
+            .optional()
+            .describe("List of field names that should be treated as 'select' (dropdown) fields in the UI. " +
+            "If omitted, no fields are marked as selects."),
+    }, async ({ lead_group_id, leads, is_select_fields }) => {
+        try {
+            const body = {
+                leadGroupId: lead_group_id,
+                leadData: { leads },
+            };
+            if (is_select_fields) {
+                body.leadData.isSelectFields =
+                    is_select_fields;
+            }
+            const data = await getClient().post("/add-lead", body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── get_leads ──────────────────────────────────────────────────────────
+    server.tool("get_leads", "Search and list leads from a Leadify lead group with optional filtering, search, " +
+        "and pagination. Supports field-level filters with operators (equals, not_equals, " +
+        "contains, not_contains, gte, lte, is_true, is_false, is_null, is_not_null), " +
+        "full-text search, and saved views. Returns paginated results with lead data and " +
+        "the group schema. Use this to browse, search, or filter leads. For retrieving " +
+        "a single lead by its ID, use get_lead instead.", {
+        group_id: z.string().describe("ID of the lead group to query."),
+        view_id: z
+            .string()
+            .optional()
+            .describe("ID of a saved view to apply. Views pre-configure filters, columns, and sorting."),
+        page: z
+            .number()
+            .int()
+            .positive()
+            .optional()
+            .describe("Page number (1-based). Defaults to 1."),
+        limit: z
+            .number()
+            .int()
+            .positive()
+            .optional()
+            .describe("Results per page. Defaults to 50."),
+        no_pagination: z
+            .boolean()
+            .optional()
+            .describe("If true, returns ALL leads in the group without pagination. Use with caution on large groups."),
+        search: z
+            .string()
+            .optional()
+            .describe("Full-text search term applied across all fields."),
+        filters: z
+            .record(z.record(z.string()))
+            .optional()
+            .describe("Filter leads by field values. Keys are field names, values are objects mapping " +
+            "operator to value. Operators: equals, not_equals, contains, not_contains, " +
+            "gte, lte, is_true, is_false, is_null, is_not_null. " +
+            'Example: {"industry": {"contains": "tech"}, "company": {"is_not_null": "true"}}'),
+    }, async ({ group_id, view_id, page, limit, no_pagination, search, filters }) => {
+        try {
+            const params = new URLSearchParams();
+            params.set("groupId", group_id);
+            if (view_id)
+                params.set("viewId", view_id);
+            if (page !== undefined)
+                params.set("page", String(page));
+            if (limit !== undefined)
+                params.set("limit", String(limit));
+            if (no_pagination)
+                params.set("noPagination", "true");
+            if (search)
+                params.set("search", search);
+            if (filters) {
+                for (const [field, ops] of Object.entries(filters)) {
+                    for (const [op, value] of Object.entries(ops)) {
+                        params.set(`filter[${field}][${op}]`, value);
+                    }
+                }
+            }
+            const data = await getClient().get("/get-leads", params);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── get_lead ───────────────────────────────────────────────────────────
+    server.tool("get_lead", "Retrieve full details for a single lead by its ID, including all data fields, " +
+        "group membership, creation/update timestamps, related leads (if relations are " +
+        "configured), and the group schema. Use this when you already have a lead ID " +
+        "and need its complete information. For searching or browsing multiple leads, " +
+        "use get_leads instead.", {
+        id: z.string().describe("The unique ID of the lead to retrieve."),
+    }, async ({ id }) => {
+        try {
+            const params = new URLSearchParams();
+            params.set("id", id);
+            const data = await getClient().get("/get-lead", params);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── update_lead ────────────────────────────────────────────────────────
+    server.tool("update_lead", "Update one or more fields on an existing lead. Each update specifies the field " +
+        "name, new value, and optionally whether the field is a 'select' dropdown type. " +
+        "Supports all field types including special fields (card_*, percent_*, boolean flags " +
+        "like decisionMaking/excluded), and relation fields. Returns the updated lead. " +
+        "For bulk updates across many leads, call this tool once per lead.", {
+        lead_id: z.string().describe("ID of the lead to update."),
+        updates: z
+            .array(z.object({
+            property_name: z
+                .string()
+                .describe("Name of the field to update (e.g. 'email', 'status', 'card_analysis')."),
+            value: z
+                .unknown()
+                .describe("New value for the field. Type depends on the field."),
+            is_select: z
+                .boolean()
+                .optional()
+                .describe("If true, the field is created/updated as a 'select' dropdown type. " +
+                "Use for categorical fields like status, source, etc."),
+        }))
+            .min(1)
+            .describe("Array of field updates to apply."),
+    }, async ({ lead_id, updates }) => {
+        try {
+            const body = {
+                leadId: lead_id,
+                updates: updates.map((u) => ({
+                    propertyName: u.property_name,
+                    value: u.value,
+                    ...(u.is_select !== undefined ? { isSelect: u.is_select } : {}),
+                })),
+            };
+            const data = await getClient().put("/update-lead", body);
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    // ── delete_leads ───────────────────────────────────────────────────────
+    server.tool("delete_leads", "Permanently delete one or more leads by their IDs. This action is irreversible. " +
+        "Returns the count and IDs of deleted leads. If some leads are not found or " +
+        "access is denied, the response will list which IDs failed with details. " +
+        "Always confirm with the user before calling this tool.", {
+        lead_ids: z
+            .array(z.string())
+            .min(1)
+            .describe("Array of lead IDs to delete."),
+    }, async ({ lead_ids }) => {
+        try {
+            const data = await getClient().post("/delete-lead", {
+                leadIds: lead_ids,
+            });
+            return toolResult(data);
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+}

package/dist/tools/logs.d.ts

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+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerLogTools(server: McpServer): void;