@agifyai/leadify-mcp 9.5.0 → 9.6.0

package/README.md

@@ -228,8 +228,11 @@ Leadify et ne doit jamais être envoyée par un agent MCP.
 | Tool | Description |
 |------|-------------|
 | `test_api_key` | Vérifier que la clé API configurée est valide (health check). |
-| `list_lead_groups` | Lister les groupes accessibles d'une organisation explicitement sélectionnée, en vue compacte. |
-| `get_lead_group` | Consulter les métadonnées compactes d'un groupe accessible par son ID. |
+| `list_lead_groups` | Lister les groupes accessibles d'une organisation explicitement sélectionnée, en vue compacte, avec le sous-menu de chacun (`folderId`, `folder`). `folder_id` garde exactement les groupes d'un sous-menu, `none` ceux qui n'en ont aucun. |
+| `get_lead_group` | Consulter les métadonnées compactes d'un groupe accessible par son ID, avec son sous-menu. |
+| `list_lead_group_folders` | Lister les sous-menus partagés de la barre latérale d'une organisation (nom, emoji, description, groupes). Toute l'équipe voit les mêmes. |
+| `create_lead_group_folder` / `update_lead_group_folder` / `delete_lead_group_folder` | Créer, renommer, changer l'emoji (caractère ou code) ou la description, ajouter ou retirer des groupes, supprimer un sous-menu. La suppression garde les groupes. Droit d'écriture requis. |
+| `move_lead_groups_to_folder` | Ranger des groupes dans un sous-menu, ou les en sortir avec `folder_id: null` ; tous bougent ou aucun. Un groupe est dans un seul sous-menu. |
 | `create_lead_group` | Créer un groupe, choisir son type canonique optionnel et rattacher atomiquement `persona_id` avec l’`offer_id` ACTIVE du même tenant. |
 | `update_lead_group` | Modifier un groupe avec réconciliation du schéma ; lorsque le serveur exige un contexte complet, transmettre ensemble `persona_id` et `offer_id` sans inférer l’offre. |
 | `add_leads` | Import plat générique vers un groupe : ne crée aucune relation d’emploi, aucun rattachement parent ni identité canonique. Ne jamais l’utiliser pour rattacher une Personne à une Company (voir `upsert_person_leads_with_employment`). |

package/dist/server.js

@@ -12,6 +12,7 @@ import { registerActivityTools } from "./tools/activities.js";
 import { registerDataSourceTools } from "./tools/datasources.js";
 import { registerPersonaTools } from "./tools/personas.js";
 import { registerLeadGroupTools } from "./tools/lead_groups.js";
+import { registerLeadGroupFolderTools } from "./tools/lead_group_folders.js";
 import { registerOrganizationTools } from "./tools/organizations.js";
 import { registerPipelineTools } from "./tools/pipeline.js";
 import { registerContextWorkspaceTools } from "./tools/context_workspace.js";
@@ -34,6 +35,7 @@ export function createServer() {
     registerAuthTools(server);
     registerOrganizationTools(server);
     registerLeadGroupTools(server);
+    registerLeadGroupFolderTools(server);
     registerLeadViewTools(server);
     registerLeadTools(server);
     registerLeadMoveTools(server);

package/dist/tools/lead_group_folders.d.ts

@@ -0,0 +1,5 @@
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { type LeadifyClient } from "../client.js";
+/** Accepts "🇩🇪" or its code "1f1e9-1f1ea"; Leadify stores the code. */
+export declare function emojiCode(value: string): string;
+export declare function registerLeadGroupFolderTools(server: McpServer, client?: Pick<LeadifyClient, "get" | "post" | "put" | "delete">): void;

package/dist/tools/lead_group_folders.js

@@ -0,0 +1,104 @@
+import { z } from "zod";
+import { getClient } from "../client.js";
+import { toolResult, handleToolError } from "../types.js";
+/**
+ * PRD-2480: the shared lead group folders ("sous-menus" of the Leadify
+ * sidebar, PRD-2471). One organization shares them; a group sits in one
+ * folder at most. Every change here is what the whole team sees in Leadify.
+ */
+const UNIFIED = /^[a-f0-9]{2,6}(?:-[a-f0-9]{2,6}){0,15}$/i;
+/** Accepts "🇩🇪" or its code "1f1e9-1f1ea"; Leadify stores the code. */
+export function emojiCode(value) {
+    const trimmed = value.trim();
+    if (UNIFIED.test(trimmed))
+        return trimmed.toLowerCase();
+    return Array.from(trimmed).map((char) => char.codePointAt(0).toString(16)).join("-");
+}
+const emoji = z.string().trim().min(1).max(64)
+    .describe("Emoji shown before the folder name, as the character (🇩🇪) or its code (1f1e9-1f1ea).");
+const groupIds = z.array(z.string().trim().min(1)).max(500);
+const folderId = z.string().trim().min(1).describe("Folder ID from list_lead_group_folders.");
+const path = (id) => `/api/lead-group-folders/${encodeURIComponent(id)}`;
+export function registerLeadGroupFolderTools(server, client = getClient()) {
+    server.tool("list_lead_group_folders", "List the shared folders (sidebar sub-menus such as \"🇩🇪 DACH\") of one organization, each with its " +
+        "name, emoji code, description and the ids of the lead groups it holds. The whole team sees the same " +
+        "folders in Leadify. To list the groups of one folder with their details, use list_lead_groups with folder_id.", {
+        organization_id: z.string().trim().min(1).optional()
+            .describe("Organization ID from discover_leadify_context. Required when the key reaches several organizations."),
+    }, async ({ organization_id }) => {
+        try {
+            const params = organization_id ? new URLSearchParams({ organizationId: organization_id }) : undefined;
+            return toolResult(await client.get("/api/lead-group-folders", params));
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    server.tool("create_lead_group_folder", "Create a shared folder in the Leadify sidebar of one organization, optionally with groups already in it. " +
+        "A group sits in one folder at most: listed groups leave their previous folder. Needs write permission. " +
+        "Visible at once to the whole team.", {
+        organization_id: z.string().trim().min(1).optional()
+            .describe("Organization ID. Required when the key reaches several organizations."),
+        name: z.string().trim().min(1).max(100).describe("Folder name, e.g. DACH."),
+        emoji: emoji.optional(),
+        description: z.string().trim().max(2000).optional(),
+        lead_group_ids: groupIds.optional().describe("Lead groups of this organization to put in the folder."),
+    }, async ({ organization_id, name, emoji: icon, description, lead_group_ids }) => {
+        try {
+            return toolResult(await client.post("/api/lead-group-folders", {
+                ...(organization_id ? { organizationId: organization_id } : {}),
+                name,
+                ...(icon ? { emoji: emojiCode(icon) } : {}),
+                ...(description !== undefined ? { description } : {}),
+                ...(lead_group_ids?.length ? { leadGroupIds: lead_group_ids } : {}),
+            }));
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    server.tool("update_lead_group_folder", "Change a shared folder: rename it, set or clear its emoji and description, add groups to it (they leave " +
+        "their previous folder) or take groups out of it. Only the fields given change, so a colleague's other " +
+        "edits are kept. Needs write permission.", {
+        folder_id: folderId,
+        name: z.string().trim().min(1).max(100).optional(),
+        emoji: emoji.nullable().optional().describe("New emoji, or null to remove it."),
+        description: z.string().trim().max(2000).nullable().optional().describe("New description, or null to remove it."),
+        add_lead_group_ids: groupIds.optional().describe("Groups moved into this folder."),
+        remove_lead_group_ids: groupIds.optional().describe("Groups taken out of this folder; they stay outside any folder."),
+    }, async ({ folder_id, name, emoji: icon, description, add_lead_group_ids, remove_lead_group_ids }) => {
+        try {
+            return toolResult(await client.put(path(folder_id), {
+                ...(name !== undefined ? { name } : {}),
+                ...(icon !== undefined ? { emoji: icon === null ? null : emojiCode(icon) } : {}),
+                ...(description !== undefined ? { description } : {}),
+                ...(add_lead_group_ids?.length ? { addLeadGroupIds: add_lead_group_ids } : {}),
+                ...(remove_lead_group_ids?.length ? { removeLeadGroupIds: remove_lead_group_ids } : {}),
+            }));
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    server.tool("delete_lead_group_folder", "Delete a shared folder. Its groups are kept and simply leave the folder; no lead or group is deleted. " +
+        "Needs write permission.", { folder_id: folderId }, async ({ folder_id }) => {
+        try {
+            return toolResult(await client.delete(path(folder_id)));
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+    server.tool("move_lead_groups_to_folder", "Put lead groups in a shared folder, or take them out of any folder with folder_id null. All groups move " +
+        "or none does. Needs write permission.", {
+        lead_group_ids: groupIds.min(1).describe("Lead groups to file, all from the same organization."),
+        folder_id: folderId.nullable().describe("Target folder ID, or null to take the groups out of any folder."),
+    }, async ({ lead_group_ids, folder_id }) => {
+        try {
+            return toolResult(await client.put("/api/lead-group-folders/assignments", { leadGroupIds: lead_group_ids, folderId: folder_id }));
+        }
+        catch (error) {
+            return handleToolError(error);
+        }
+    });
+}

package/dist/tools/organizations.d.ts

@@ -1,6 +1,15 @@
 import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { type LeadifyClient } from "../client.js";
 export declare function assertLeadGroupsBelongToOrganization(data: unknown, organizationId: string): Array<Record<string, unknown>>;
+/** PRD-2480: the shared sidebar folder of a group, or null when it sits outside any folder. */
+export declare function leadGroupFolder(group: Record<string, unknown>): {
+    folderId: string | null;
+    folder: {
+        id: unknown;
+        name: unknown;
+        emoji: unknown;
+    } | null;
+};
 /** Keep group reads navigable: never return schema, profiles, or lead data. */
 export declare function compactLeadGroup(group: unknown): Record<string, unknown>;
 export declare function registerOrganizationTools(server: McpServer, client?: Pick<LeadifyClient, "get" | "post" | "put">): void;

package/dist/tools/organizations.js

@@ -22,6 +22,26 @@ export function assertLeadGroupsBelongToOrganization(data, organizationId) {
     }
     return leadGroups;
 }
+/** PRD-2480: the shared sidebar folder of a group, or null when it sits outside any folder. */
+export function leadGroupFolder(group) {
+    const folder = group.folder && typeof group.folder === "object" ? group.folder : null;
+    return {
+        folderId: typeof group.folderId === "string" ? group.folderId : null,
+        folder: folder ? { id: folder.id, name: folder.name, emoji: folder.emoji ?? null } : null,
+    };
+}
+/** One line of a group list: navigation fields and its folder, never schema or leads. */
+function listedLeadGroup(group) {
+    return {
+        id: group.id,
+        name: group.name,
+        organizationId: group.organizationId,
+        leadCount: group._count?.leads ?? 0,
+        published: group.published ?? false,
+        refreshEnabled: group.refreshEnabled ?? false,
+        ...leadGroupFolder(group),
+    };
+}
 /** Keep group reads navigable: never return schema, profiles, or lead data. */
 export function compactLeadGroup(group) {
     const source = group && typeof group === "object" ? group : {};
@@ -42,6 +62,7 @@ export function compactLeadGroup(group) {
         refreshEnabled: source.refreshEnabled ?? false,
         refreshFrequencyDays: source.refreshFrequencyDays ?? null,
         createdAt: source.createdAt ?? null,
+        ...leadGroupFolder(source),
     };
 }
 export function registerOrganizationTools(server, client = getClient()) {
@@ -86,25 +107,22 @@ export function registerOrganizationTools(server, client = getClient()) {
         }
     });
     server.tool("list_lead_groups", "List lead groups visible in one explicitly selected organization. Returns a compact " +
-        "navigation view only: id, name, organizationId, lead count, published and refresh state. " +
+        "navigation view only: id, name, organizationId, lead count, published and refresh state, and the " +
+        "shared sidebar folder (folderId, folder { id, name, emoji }). Pass folder_id to keep exactly the " +
+        "groups of one folder (list_lead_group_folders), or \"none\" for the groups outside any folder. " +
         "Start with discover_leadify_context when no organization_id is known.", {
         organization_id: z.string().describe("Organization ID explicitly selected from list_organizations or discover_leadify_context."),
+        folder_id: z.string().trim().min(1).optional().describe("Keep only the groups of this folder, or \"none\" for groups outside any folder."),
         limit: z.number().int().min(1).max(100).optional().default(50).describe("Maximum groups returned, bounded to 100."),
-    }, async ({ organization_id, limit }) => {
+    }, async ({ organization_id, folder_id, limit }) => {
         try {
-            const params = new URLSearchParams({ organizationId: organization_id });
-            const data = await getClient().get("/api/lead-groups", params);
+            const params = new URLSearchParams({ organizationId: organization_id, ...(folder_id ? { folderId: folder_id } : {}) });
+            const data = await client.get("/api/lead-groups", params);
             const groups = assertLeadGroupsBelongToOrganization(data, organization_id);
             return toolResult({
                 organizationId: organization_id,
-                leadGroups: groups.slice(0, limit).map((group) => ({
-                    id: group.id,
-                    name: group.name,
-                    organizationId: group.organizationId,
-                    leadCount: group._count?.leads ?? 0,
-                    published: group.published ?? false,
-                    refreshEnabled: group.refreshEnabled ?? false,
-                })),
+                ...(folder_id ? { folderId: folder_id } : {}),
+                leadGroups: groups.slice(0, limit).map(listedLeadGroup),
                 total: groups.length,
                 truncated: groups.length > limit,
             });
@@ -115,12 +133,13 @@ export function registerOrganizationTools(server, client = getClient()) {
     });
     server.tool("get_lead_group", "Read the compact metadata of one accessible lead group by ID. Use this after list_lead_groups " +
         "or discover_leadify_context to confirm its type and operational state. Returns only navigation " +
-        "metadata (no lead records, schema, company profile, or persona payload) and reports inaccessible " +
+        "metadata (no lead records, schema, company profile, or persona payload), with its shared sidebar " +
+        "folder (folderId, folder), and reports inaccessible " +
         "groups as not found, without revealing their organization.", {
         lead_group_id: z.string().describe("Lead group ID returned by Leadify discovery or another authorized Leadify response."),
     }, async ({ lead_group_id }) => {
         try {
-            const data = await getClient().get(`/api/lead-group/${encodeURIComponent(lead_group_id)}`);
+            const data = await client.get(`/api/lead-group/${encodeURIComponent(lead_group_id)}`);
             const source = data && typeof data === "object" ? data : {};
             return toolResult({ leadGroup: compactLeadGroup(source.leadGroup) });
         }
@@ -130,13 +149,14 @@ export function registerOrganizationTools(server, client = getClient()) {
     });
     server.tool("discover_leadify_context", "Safe zero-ID entry point for Leadify. With no organization_id, lists accessible organizations " +
         "and never chooses one when several are available. With an explicit organization_id, returns " +
-        "a compact list of its lead groups. Use the returned lead_group_id with lead, campaign, persona " +
+        "a compact list of its lead groups with their folder, and the organization's shared sidebar folders. " +
+        "Use the returned lead_group_id with lead, campaign, persona " +
         "and Context Workspace tools.", {
         organization_id: z.string().optional().describe("Organization selected explicitly after discovery. Omit only for the first step."),
         limit: z.number().int().min(1).max(100).optional().default(50).describe("Maximum lead groups returned after selection."),
     }, async ({ organization_id, limit }) => {
         try {
-            const orgData = await getClient().get("/api/organizations");
+            const orgData = await client.get("/api/organizations");
             const organizations = Array.isArray(orgData.organizations)
                 ? orgData.organizations.map((org) => ({ id: org.id, name: org.name ?? null, slug: org.slug ?? null }))
                 : [];
@@ -149,11 +169,28 @@ export function registerOrganizationTools(server, client = getClient()) {
             if (!organizations.some((org) => org.id === organization_id)) {
                 return toolResult({ organizations, selectionRequired: true, message: "organization_id is not accessible to this key." });
             }
-            const groupsData = await getClient().get("/api/lead-groups", new URLSearchParams({ organizationId: organization_id }));
+            const groupsData = await client.get("/api/lead-groups", new URLSearchParams({ organizationId: organization_id }));
             const groups = assertLeadGroupsBelongToOrganization(groupsData, organization_id);
+            // The folders complete the map; a failure to read them never hides the groups.
+            let folders = null;
+            let foldersError;
+            try {
+                const folderData = await client.get("/api/lead-group-folders", new URLSearchParams({ organizationId: organization_id }));
+                folders = Array.isArray(folderData?.folders)
+                    ? folderData.folders.map((folder) => ({ id: folder.id, name: folder.name, emoji: folder.emoji ?? null, leadGroupIds: folder.leadGroupIds ?? [] }))
+                    : [];
+            }
+            catch (error) {
+                foldersError = error instanceof Error ? error.message : String(error);
+            }
             return toolResult({
                 organization: organizations.find((org) => org.id === organization_id),
-                leadGroups: groups.slice(0, limit).map((group) => ({ id: group.id, name: group.name, organizationId: group.organizationId, leadCount: group._count?.leads ?? 0, published: group.published ?? false })),
+                folders,
+                ...(foldersError ? { foldersError } : {}),
+                leadGroups: groups.slice(0, limit).map((group) => {
+                    const { refreshEnabled: _refreshEnabled, ...listed } = listedLeadGroup(group);
+                    return listed;
+                }),
                 total: groups.length,
                 truncated: groups.length > limit,
                 next: "Choose a lead_group_id, then use get_leads, get_context_workspace, or list_persona_contracts.",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@agifyai/leadify-mcp",
-  "version": "9.5.0",
+  "version": "9.6.0",
   "description": "MCP server for Leadify lead management API",
   "type": "module",
   "main": "dist/index.js",