@apex-inc/mcp-server 0.33.0 → 0.34.0

package/dist/tools/accounts.d.ts

@@ -0,0 +1,124 @@
+import { z } from "zod";
+export declare const accountTools: {
+    list_accounts: {
+        description: string;
+        schema: z.ZodObject<{
+            sort: z.ZodOptional<z.ZodEnum<["ltv", "name", "members", "pipeline"]>>;
+            search: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            sort?: "name" | "pipeline" | "ltv" | "members" | undefined;
+            search?: string | undefined;
+        }, {
+            sort?: "name" | "pipeline" | "ltv" | "members" | undefined;
+            search?: string | undefined;
+        }>;
+        handler: ({ sort, search }: {
+            sort?: string;
+            search?: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+    get_account: {
+        description: string;
+        schema: z.ZodObject<{
+            accountId: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            accountId: string;
+        }, {
+            accountId: string;
+        }>;
+        handler: ({ accountId }: {
+            accountId: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+    get_account_people: {
+        description: string;
+        schema: z.ZodObject<{
+            accountId: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            accountId: string;
+        }, {
+            accountId: string;
+        }>;
+        handler: ({ accountId }: {
+            accountId: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+    list_sub_accounts: {
+        description: string;
+        schema: z.ZodObject<{
+            accountId: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            accountId: string;
+        }, {
+            accountId: string;
+        }>;
+        handler: ({ accountId }: {
+            accountId: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+    get_contact_groups: {
+        description: string;
+        schema: z.ZodObject<{
+            contactId: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            contactId: string;
+        }, {
+            contactId: string;
+        }>;
+        handler: ({ contactId }: {
+            contactId: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+    update_account_pipeline: {
+        description: string;
+        schema: z.ZodObject<{
+            accountId: z.ZodString;
+            pipelineValue: z.ZodNumber;
+            note: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            accountId: string;
+            pipelineValue: number;
+            note?: string | undefined;
+        }, {
+            accountId: string;
+            pipelineValue: number;
+            note?: string | undefined;
+        }>;
+        handler: ({ accountId, pipelineValue, note, }: {
+            accountId: string;
+            pipelineValue: number;
+            note?: string;
+        }) => Promise<{
+            content: {
+                type: "text";
+                text: string;
+            }[];
+        }>;
+    };
+};
+//# sourceMappingURL=accounts.d.ts.map

package/dist/tools/accounts.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"accounts.d.ts","sourceRoot":"","sources":["../../src/tools/accounts.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAMxB,eAAO,MAAM,YAAY;;;;;;;;;;;;;oCAUa;YAAE,IAAI,CAAC,EAAE,MAAM,CAAC;YAAC,MAAM,CAAC,EAAE,MAAM,CAAA;SAAE;;;;;;;;;;;;;;;;iCAkBrC;YAAE,SAAS,EAAE,MAAM,CAAA;SAAE;;;;;;;;;;;;;;;;iCAiBrB;YAAE,SAAS,EAAE,MAAM,CAAA;SAAE;;;;;;;;;;;;;;;;iCAiBrB;YAAE,SAAS,EAAE,MAAM,CAAA;SAAE;;;;;;;;;;;;;;;;iCAiBrB;YAAE,SAAS,EAAE,MAAM,CAAA;SAAE;;;;;;;;;;;;;;;;;;;;;;uDAuBjD;YACD,SAAS,EAAE,MAAM,CAAC;YAClB,aAAa,EAAE,MAAM,CAAC;YACtB,IAAI,CAAC,EAAE,MAAM,CAAC;SACf;;;;;;;CAYJ,CAAC"}

package/dist/tools/accounts.js

@@ -0,0 +1,99 @@
+import { z } from "zod";
+import { apiGet, apiPost } from "../api-client.js";
+import { APEX } from "../tool-shared.js";
+export const accountTools = {
+    list_accounts: {
+        description: `${APEX} — List B2B accounts (companies / clients) in the active workspace with rollup LTV, member count, and pipeline. Accounts aggregate every member's revenue into one company-level number. Default sort is by LTV.`,
+        schema: z.object({
+            sort: z
+                .enum(["ltv", "name", "members", "pipeline"])
+                .optional()
+                .describe("Sort order (default: ltv)."),
+            search: z.string().optional().describe("Filter by account name or domain."),
+        }),
+        handler: async ({ sort, search }) => {
+            const q = new URLSearchParams();
+            if (sort)
+                q.set("sort", sort);
+            if (search)
+                q.set("search", search);
+            const qs = q.toString();
+            const json = await apiGet(`/api/accounts${qs ? `?${qs}` : ""}`);
+            const data = Array.isArray(json) ? json : (json.data ?? []);
+            return { content: [{ type: "text", text: JSON.stringify(data, null, 2) }] };
+        },
+    },
+    get_account: {
+        description: `${APEX} — Read one B2B account: rollup counters (account LTV, gross, refunds, purchases), member count, plan, seats, and traits. Account LTV is the sum of every member's directly-billed revenue with no double counting.`,
+        schema: z.object({
+            accountId: z.string().describe("Internal acct_ id from list_accounts."),
+        }),
+        handler: async ({ accountId }) => {
+            const json = await apiGet(`/api/accounts/${encodeURIComponent(accountId)}`);
+            return {
+                content: [
+                    { type: "text", text: JSON.stringify(json.data ?? json, null, 2) },
+                ],
+            };
+        },
+    },
+    get_account_people: {
+        description: `${APEX} — The member roster for an account: every Contact linked to it (primary members plus sub-account members), with each member's directly-billed revenue, score, and last-active. Per-person dollars are what that member was billed — account LTV is never split across seats.`,
+        schema: z.object({
+            accountId: z.string().describe("Internal acct_ id (or a sub-account id)."),
+        }),
+        handler: async ({ accountId }) => {
+            const json = await apiGet(`/api/accounts/${encodeURIComponent(accountId)}/people`);
+            return {
+                content: [
+                    { type: "text", text: JSON.stringify(json.data ?? [], null, 2) },
+                ],
+            };
+        },
+    },
+    list_sub_accounts: {
+        description: `${APEX} — List the sub-accounts (workspaces / teams / projects) that belong to a B2B account (B2B-001). Sub-accounts are the intermediate org-unit layer between an account and its people; each carries a kind label and its own member count.`,
+        schema: z.object({
+            accountId: z.string().describe("Parent account id from list_accounts."),
+        }),
+        handler: async ({ accountId }) => {
+            const json = await apiGet(`/api/accounts/${encodeURIComponent(accountId)}/subaccounts`);
+            return {
+                content: [
+                    { type: "text", text: JSON.stringify(json.data ?? [], null, 2) },
+                ],
+            };
+        },
+    },
+    get_contact_groups: {
+        description: `${APEX} — The account groups (workspaces / teams) a contact belongs to (B2B-001) — the answer to "which workspaces is this user in?". Returns each group with its kind and the contact's role in it.`,
+        schema: z.object({
+            contactId: z.string().describe("Contact / customer id."),
+        }),
+        handler: async ({ contactId }) => {
+            const json = await apiGet(`/api/customers/${encodeURIComponent(contactId)}/groups`);
+            return {
+                content: [
+                    { type: "text", text: JSON.stringify(json.data ?? [], null, 2) },
+                ],
+            };
+        },
+    },
+    update_account_pipeline: {
+        description: `${APEX} — Log an account-level pipeline (open-deal) value with a note (Sales-Led / Hybrid workspaces). The account number is canonical for reporting when both an account and a contact pipeline value exist.`,
+        schema: z.object({
+            accountId: z.string().describe("Internal acct_ id."),
+            pipelineValue: z.number().describe("Open-deal value in USD."),
+            note: z.string().optional().describe("Why the value changed."),
+        }),
+        handler: async ({ accountId, pipelineValue, note, }) => {
+            const json = await apiPost(`/api/accounts/${encodeURIComponent(accountId)}/pipeline`, { pipelineValue, note });
+            return {
+                content: [
+                    { type: "text", text: JSON.stringify(json.data ?? json, null, 2) },
+                ],
+            };
+        },
+    },
+};
+//# sourceMappingURL=accounts.js.map

package/dist/tools/accounts.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"accounts.js","sourceRoot":"","sources":["../../src/tools/accounts.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,OAAO,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,kBAAkB,CAAC;AAEnD,OAAO,EAAE,IAAI,EAAE,MAAM,mBAAmB,CAAC;AAEzC,MAAM,CAAC,MAAM,YAAY,GAAG;IAC1B,aAAa,EAAE;QACb,WAAW,EAAE,GAAG,IAAI,kNAAkN;QACtO,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,IAAI,EAAE,CAAC;iBACJ,IAAI,CAAC,CAAC,KAAK,EAAE,MAAM,EAAE,SAAS,EAAE,UAAU,CAAC,CAAC;iBAC5C,QAAQ,EAAE;iBACV,QAAQ,CAAC,4BAA4B,CAAC;YACzC,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;SAC5E,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,MAAM,EAAsC,EAAE,EAAE;YACtE,MAAM,CAAC,GAAG,IAAI,eAAe,EAAE,CAAC;YAChC,IAAI,IAAI;gBAAE,CAAC,CAAC,GAAG,CAAC,MAAM,EAAE,IAAI,CAAC,CAAC;YAC9B,IAAI,MAAM;gBAAE,CAAC,CAAC,GAAG,CAAC,QAAQ,EAAE,MAAM,CAAC,CAAC;YACpC,MAAM,EAAE,GAAG,CAAC,CAAC,QAAQ,EAAE,CAAC;YACxB,MAAM,IAAI,GAAG,MAAM,MAAM,CACvB,gBAAgB,EAAE,CAAC,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC,CAAC,EAAE,EAAE,CACrC,CAAC;YACF,MAAM,IAAI,GAAG,KAAK,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC;YAC5D,OAAO,EAAE,OAAO,EAAE,CAAC,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE,CAAC,EAAE,CAAC;QACvF,CAAC;KACF;IAED,WAAW,EAAE;QACX,WAAW,EAAE,GAAG,IAAI,qNAAqN;QACzO,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;SACxE,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EAAE,SAAS,EAAyB,EAAE,EAAE;YACtD,MAAM,IAAI,GAAG,MAAM,MAAM,CACvB,iBAAiB,kBAAkB,CAAC,SAAS,CAAC,EAAE,CACjD,CAAC;YACF,OAAO;gBACL,OAAO,EAAE;oBACP,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,IAAI,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;iBAC5E;aACF,CAAC;QACJ,CAAC;KACF;IAED,kBAAkB,EAAE;QAClB,WAAW,EAAE,GAAG,IAAI,+QAA+Q;QACnS,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;SAC3E,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EAAE,SAAS,EAAyB,EAAE,EAAE;YACtD,MAAM,IAAI,GAAG,MAAM,MAAM,CACvB,iBAAiB,kBAAkB,CAAC,SAAS,CAAC,SAAS,CACxD,CAAC;YACF,OAAO;gBACL,OAAO,EAAE;oBACP,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,IAAI,EAAE,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;iBAC1E;aACF,CAAC;QACJ,CAAC;KACF;IAED,iBAAiB,EAAE;QACjB,WAAW,EAAE,GAAG,IAAI,0OAA0O;QAC9P,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;SACxE,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EAAE,SAAS,EAAyB,EAAE,EAAE;YACtD,MAAM,IAAI,GAAG,MAAM,MAAM,CACvB,iBAAiB,kBAAkB,CAAC,SAAS,CAAC,cAAc,CAC7D,CAAC;YACF,OAAO;gBACL,OAAO,EAAE;oBACP,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,IAAI,EAAE,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;iBAC1E;aACF,CAAC;QACJ,CAAC;KACF;IAED,kBAAkB,EAAE;QAClB,WAAW,EAAE,GAAG,IAAI,+LAA+L;QACnN,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wBAAwB,CAAC;SACzD,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EAAE,SAAS,EAAyB,EAAE,EAAE;YACtD,MAAM,IAAI,GAAG,MAAM,MAAM,CACvB,kBAAkB,kBAAkB,CAAC,SAAS,CAAC,SAAS,CACzD,CAAC;YACF,OAAO;gBACL,OAAO,EAAE;oBACP,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,IAAI,EAAE,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;iBAC1E;aACF,CAAC;QACJ,CAAC;KACF;IAED,uBAAuB,EAAE;QACvB,WAAW,EAAE,GAAG,IAAI,wMAAwM;QAC5N,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;YACf,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;YACpD,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;YAC7D,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,wBAAwB,CAAC;SAC/D,CAAC;QACF,OAAO,EAAE,KAAK,EAAE,EACd,SAAS,EACT,aAAa,EACb,IAAI,GAKL,EAAE,EAAE;YACH,MAAM,IAAI,GAAG,MAAM,OAAO,CACxB,iBAAiB,kBAAkB,CAAC,SAAS,CAAC,WAAW,EACzD,EAAE,aAAa,EAAE,IAAI,EAAE,CACxB,CAAC;YACF,OAAO;gBACL,OAAO,EAAE;oBACP,EAAE,IAAI,EAAE,MAAe,EAAE,IAAI,EAAE,IAAI,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,IAAI,IAAI,EAAE,IAAI,EAAE,CAAC,CAAC,EAAE;iBAC5E;aACF,CAAC;QACJ,CAAC;KACF;CACF,CAAC"}