@codegame.dev/careerflow-mcp 1.1.0

package/dist/tools/crm.js

@@ -0,0 +1,632 @@
+import { z } from "zod";
+import { boolParam, companyIdSchema, extractList, resolveCompanyId, safeHandler, textResult } from "../helpers.js";
+/**
+ * CRM tools: contacts (leads and customers), deals, and activities.
+ *
+ * Contacts carry a dual identity: a `contact_status` of `lead` moves through a
+ * pipeline/stage, while `customer` is a settled state. The API derives status
+ * from the pipeline/stage rather than accepting it directly on edit, so these
+ * tools never expose `contact_status` as a writable field.
+ */
+const contactTypeSchema = z.enum(["individual", "corporation"]);
+const relatedToTypeSchema = z.enum(["Contact", "Deal"]);
+function summariseContact(c) {
+    return {
+        id: c.id,
+        contact_type: c.contact_type,
+        contact_status: c.contact_status,
+        name: c.contact_type === "corporation"
+            ? c.corporation_name
+            : [c.firstname, c.lastname].filter(Boolean).join(" ") || undefined,
+        email: c.email || undefined,
+        phone: c.phone || undefined,
+        mobile: c.mobile || undefined,
+        parent_id: c.parent_id ?? undefined,
+        child_count: c.child_count ?? undefined,
+        customer_code: c.customer_code || undefined,
+        lead_source: c.lead_source_name?.en ?? undefined,
+        lead_pipeline: c.lead_pipeline_name?.en ?? undefined,
+        lead_stage: c.lead_stage || undefined,
+        lead_score: c.lead_score ?? undefined,
+        rating: c.rating ?? undefined,
+        account_owner: [c.account_owner_firstname, c.account_owner_lastname].filter(Boolean).join(" ") || undefined,
+        is_active: c.is_active === undefined ? undefined : Boolean(c.is_active),
+        tags: Array.isArray(c.tags) ? c.tags.map((t) => t.name?.en ?? t.name_fa) : undefined,
+        created: c.created,
+        updated: c.updated
+    };
+}
+function summariseDeal(d) {
+    return {
+        id: d.id,
+        deal_name: d.deal_name,
+        contact_id: d.contact_id,
+        contact_name: d.contact_corporation_name ||
+            [d.contact_firstname, d.contact_lastname].filter(Boolean).join(" ") ||
+            undefined,
+        pipeline_id: d.pipeline_id,
+        pipeline: d.pipeline_name?.en ?? undefined,
+        stage_id: d.stage_id,
+        stage: d.stage_name?.en ?? undefined,
+        stage_is_won: d.stage_is_won === undefined ? undefined : Boolean(d.stage_is_won),
+        stage_is_lost: d.stage_is_lost === undefined ? undefined : Boolean(d.stage_is_lost),
+        amount: d.amount ?? undefined,
+        currency_id: d.currency_id ?? undefined,
+        probability: d.probability ?? undefined,
+        expected_close_date: d.expected_close_date || undefined,
+        actual_close_date: d.actual_close_date || undefined,
+        assigned_to: [d.assigned_to_firstname, d.assigned_to_lastname].filter(Boolean).join(" ") || undefined,
+        next_step: d.next_step || undefined,
+        lost_reason: d.lost_reason || undefined,
+        created: d.created,
+        updated: d.updated
+    };
+}
+function summariseActivity(a) {
+    return {
+        id: a.id,
+        activity_type: a.activity_type,
+        subject: a.subject,
+        related_to_type: a.related_to_type,
+        related_to_id: a.related_to_id,
+        contact_id: a.contact_id ?? undefined,
+        status: a.status,
+        priority: a.priority,
+        due_date: a.due_date || undefined,
+        completed_at: a.completed_at || undefined,
+        assigned_to: [a.assigned_to_firstname, a.assigned_to_lastname].filter(Boolean).join(" ") || undefined,
+        outcome: a.outcome || undefined,
+        created: a.created
+    };
+}
+export function registerCrmTools(server, client) {
+    // ---------------------------------------------------------------- contacts
+    server.registerTool("crm_search_contacts", {
+        title: "Search CRM contacts",
+        description: "Search leads and customers. A 'lead' moves through lead_pipeline_id/lead_stage_id; a " +
+            "'customer' is settled. Use crm_list_pipelines to resolve pipeline/stage ids.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            search: z.string().optional(),
+            contact_type: contactTypeSchema.optional(),
+            contact_status: z.enum(["lead", "customer", "lost"]).optional(),
+            lead_pipeline_id: z.number().int().optional(),
+            lead_stage_id: z.number().int().optional(),
+            tag_id: z.number().int().optional(),
+            parent_id: z.number().int().optional().describe("Sub-contacts of one corporation."),
+            is_active: z.boolean().optional().default(true),
+            limit: z.number().int().min(1).max(50).optional().default(20),
+            page: z.number().int().min(1).optional().default(1),
+            order_by: z.string().optional().default("created"),
+            direction: z.enum(["asc", "desc"]).optional().default("desc")
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/contacts/search", {
+            company_id: companyId,
+            search: args.search,
+            contact_type: args.contact_type,
+            contact_status: args.contact_status,
+            lead_pipeline_id: args.lead_pipeline_id,
+            lead_stage_id: args.lead_stage_id,
+            tag_id: args.tag_id,
+            parent_id: args.parent_id,
+            is_active: boolParam(args.is_active),
+            limit: args.limit,
+            page: args.page,
+            order_by: args.order_by,
+            direction: args.direction
+        });
+        const { items, total } = extractList(response.data, "contacts");
+        return textResult({ count: total ?? items.length, contacts: items.map(summariseContact) });
+    }));
+    server.registerTool("crm_get_contact", {
+        title: "Get a CRM contact",
+        description: "Fetch one contact (lead or customer) in full, including tags and custom fields.",
+        inputSchema: { company_id: companyIdSchema, contact_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get(`crm/contacts/${args.contact_id}`, {
+            company_id: companyId
+        });
+        return textResult(response.data);
+    }));
+    server.registerTool("crm_create_contact", {
+        title: "Create a CRM contact",
+        description: "Create a lead or a customer. Individuals use firstname/lastname; corporations use " +
+            "corporation_name. Set parent_id to attach as a sub-contact of an existing corporation " +
+            "(inherits its status/pipeline/stage). Leads should include lead_pipeline_id and " +
+            "lead_stage_id to place them on a board.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            contact_type: contactTypeSchema.optional(),
+            parent_id: z.number().int().optional().describe("Attaches as a sub-contact; forces individual type."),
+            firstname: z.string().optional(),
+            lastname: z.string().optional(),
+            corporation_name: z.string().optional(),
+            email: z.string().optional(),
+            phone: z.string().optional(),
+            mobile: z.string().optional(),
+            position: z.string().optional(),
+            department: z.string().optional(),
+            website: z.string().optional(),
+            industry: z.string().optional(),
+            employee_count: z.number().int().optional(),
+            lead_source_id: z.number().int().optional(),
+            rating: z.number().int().optional(),
+            credit_limit: z.number().optional(),
+            payment_terms_days: z.number().int().optional(),
+            currency: z.string().length(3).optional(),
+            account_owner_user_id: z.number().int().optional(),
+            lead_pipeline_id: z.number().int().optional().describe("Must be a pipeline of kind 'lead'."),
+            lead_stage_id: z.number().int().optional(),
+            address: z.string().optional(),
+            city: z.string().optional(),
+            state: z.string().optional(),
+            postal_code: z.string().optional(),
+            country: z.string().optional(),
+            is_active: z.boolean().optional().default(true),
+            notes: z.string().optional()
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/contacts/create", {
+            company_id: companyId,
+            contact_type: args.contact_type,
+            parent_id: args.parent_id,
+            firstname: args.firstname,
+            lastname: args.lastname,
+            corporation_name: args.corporation_name,
+            email: args.email,
+            phone: args.phone,
+            mobile: args.mobile,
+            position: args.position,
+            department: args.department,
+            website: args.website,
+            industry: args.industry,
+            employee_count: args.employee_count,
+            lead_source_id: args.lead_source_id,
+            rating: args.rating,
+            credit_limit: args.credit_limit,
+            payment_terms_days: args.payment_terms_days,
+            currency: args.currency,
+            account_owner_user_id: args.account_owner_user_id,
+            lead_pipeline_id: args.lead_pipeline_id,
+            lead_stage_id: args.lead_stage_id,
+            address: args.address,
+            city: args.city,
+            state: args.state,
+            postal_code: args.postal_code,
+            country: args.country,
+            is_active: boolParam(args.is_active),
+            notes: args.notes
+        });
+        return textResult({ created: true, contact: summariseContact(response.data ?? {}) });
+    }));
+    server.registerTool("crm_update_contact", {
+        title: "Update a CRM contact",
+        description: "Change fields on a contact. Only the fields passed are altered. To move a lead through " +
+            "its pipeline, pass lead_pipeline_id/lead_stage_id — contact_status is derived from the " +
+            "stage automatically, not set directly.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            contact_id: z.number().int(),
+            firstname: z.string().optional(),
+            lastname: z.string().optional(),
+            corporation_name: z.string().optional(),
+            email: z.string().optional(),
+            phone: z.string().optional(),
+            mobile: z.string().optional(),
+            position: z.string().optional(),
+            rating: z.number().int().optional(),
+            account_owner_user_id: z.number().int().optional(),
+            lead_pipeline_id: z.number().int().optional(),
+            lead_stage_id: z.number().int().optional(),
+            lead_stage_note: z.string().optional().describe("Note recorded against the stage change."),
+            lost_reason: z.string().optional(),
+            is_active: z.boolean().optional(),
+            notes: z.string().optional()
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/contacts/edit", {
+            company_id: companyId,
+            id: args.contact_id,
+            firstname: args.firstname,
+            lastname: args.lastname,
+            corporation_name: args.corporation_name,
+            email: args.email,
+            phone: args.phone,
+            mobile: args.mobile,
+            position: args.position,
+            rating: args.rating,
+            account_owner_user_id: args.account_owner_user_id,
+            lead_pipeline_id: args.lead_pipeline_id,
+            lead_stage_id: args.lead_stage_id,
+            lead_stage_note: args.lead_stage_note,
+            lost_reason: args.lost_reason,
+            is_active: args.is_active === undefined ? undefined : boolParam(args.is_active),
+            notes: args.notes
+        });
+        return textResult({ updated: true, contact: summariseContact(response.data ?? {}) });
+    }));
+    server.registerTool("crm_delete_contact", {
+        title: "Delete a CRM contact",
+        description: "Soft-delete a contact. Its sub-contacts are hidden along with it.",
+        inputSchema: { company_id: companyIdSchema, contact_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        await client.post(`crm/contacts/delete/${args.contact_id}`, { company_id: companyId });
+        return textResult({ deleted: true, contact_id: args.contact_id });
+    }));
+    server.registerTool("crm_contact_timeline", {
+        title: "Get a contact's activity timeline",
+        description: "Chronological feed of activities on a contact and on its deals.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            contact_id: z.number().int(),
+            limit: z.number().int().min(1).max(100).optional().default(20),
+            page: z.number().int().min(1).optional().default(1)
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get(`crm/contacts/${args.contact_id}/timeline`, { company_id: companyId, limit: args.limit, page: args.page });
+        const { items, total } = extractList(response.data, "activities");
+        return textResult({ count: total ?? items.length, activities: items.map(summariseActivity) });
+    }));
+    // ------------------------------------------------------------------ deals
+    server.registerTool("crm_search_deals", {
+        title: "Search CRM deals",
+        description: "Search deals, optionally by pipeline, stage, contact, or lifecycle status.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            search: z.string().optional(),
+            contact_id: z.number().int().optional(),
+            pipeline_id: z.number().int().optional(),
+            stage_id: z.number().int().optional(),
+            assigned_to_user_id: z.number().int().optional(),
+            status: z.enum(["open", "won", "lost", "closed", "all"]).optional().default("all"),
+            limit: z.number().int().min(1).max(50).optional().default(20),
+            page: z.number().int().min(1).optional().default(1),
+            order_by: z.string().optional().default("created"),
+            direction: z.enum(["asc", "desc"]).optional().default("desc")
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/deals/search", {
+            company_id: companyId,
+            search: args.search,
+            contact_id: args.contact_id,
+            pipeline_id: args.pipeline_id,
+            stage_id: args.stage_id,
+            assigned_to_user_id: args.assigned_to_user_id,
+            status: args.status,
+            limit: args.limit,
+            page: args.page,
+            order_by: args.order_by,
+            direction: args.direction
+        });
+        const { items, total } = extractList(response.data, "deals");
+        return textResult({ count: total ?? items.length, deals: items.map(summariseDeal) });
+    }));
+    server.registerTool("crm_get_deal", {
+        title: "Get a CRM deal",
+        description: "Fetch one deal in full.",
+        inputSchema: { company_id: companyIdSchema, deal_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get(`crm/deals/${args.deal_id}`, {
+            company_id: companyId
+        });
+        return textResult(response.data);
+    }));
+    server.registerTool("crm_create_deal", {
+        title: "Create a CRM deal",
+        description: "Create a deal on a pipeline/stage. Use crm_list_pipelines to resolve pipeline_id and " +
+            "stage_id, and crm_search_contacts to resolve contact_id.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            deal_name: z.string().min(1).max(200),
+            contact_id: z.number().int(),
+            pipeline_id: z.number().int().describe("Must be a pipeline of kind 'deal'."),
+            stage_id: z.number().int(),
+            assigned_to_user_id: z.number().int(),
+            primary_contact_person_id: z.number().int().optional(),
+            amount: z.number().optional().default(0),
+            currency_id: z.number().int().optional(),
+            expected_close_date: z.string().optional(),
+            probability: z.number().int().optional(),
+            source_id: z.number().int().optional(),
+            description: z.string().optional(),
+            next_step: z.string().optional(),
+            competitors: z.array(z.string()).optional()
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/deals/create", {
+            company_id: companyId,
+            deal_name: args.deal_name,
+            contact_id: args.contact_id,
+            pipeline_id: args.pipeline_id,
+            stage_id: args.stage_id,
+            assigned_to_user_id: args.assigned_to_user_id,
+            primary_contact_person_id: args.primary_contact_person_id,
+            amount: args.amount,
+            currency_id: args.currency_id,
+            expected_close_date: args.expected_close_date,
+            probability: args.probability,
+            source_id: args.source_id,
+            description: args.description,
+            next_step: args.next_step,
+            competitors: args.competitors ? JSON.stringify(args.competitors) : undefined
+        });
+        return textResult({ created: true, deal: summariseDeal(response.data ?? {}) });
+    }));
+    server.registerTool("crm_update_deal", {
+        title: "Update a CRM deal",
+        description: "Change fields on a deal. Only the fields passed are altered — the deal is read first and " +
+            "unmentioned fields keep their current values (the underlying API replaces the whole row, " +
+            "so this tool merges for you). Moving into a won/lost stage auto-fills actual_close_date " +
+            "unless you pass one.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            deal_id: z.number().int(),
+            deal_name: z.string().min(1).max(200).optional(),
+            contact_id: z.number().int().optional(),
+            pipeline_id: z.number().int().optional(),
+            stage_id: z.number().int().optional(),
+            assigned_to_user_id: z.number().int().optional(),
+            amount: z.number().optional(),
+            currency_id: z.number().int().optional(),
+            expected_close_date: z.string().optional(),
+            actual_close_date: z.string().optional(),
+            probability: z.number().int().optional(),
+            source_id: z.number().int().optional(),
+            description: z.string().optional(),
+            next_step: z.string().optional(),
+            lost_reason: z.string().optional(),
+            stage_note: z.string().optional(),
+            competitors: z.array(z.string()).optional().describe("Omit to leave existing competitors unchanged.")
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const current = await client.get(`crm/deals/${args.deal_id}`, {
+            company_id: companyId
+        });
+        const deal = current.data ?? {};
+        const response = await client.post("crm/deals/edit", {
+            company_id: companyId,
+            id: args.deal_id,
+            deal_name: args.deal_name ?? deal.deal_name,
+            contact_id: args.contact_id ?? deal.contact_id,
+            pipeline_id: args.pipeline_id ?? deal.pipeline_id,
+            stage_id: args.stage_id ?? deal.stage_id,
+            assigned_to_user_id: args.assigned_to_user_id ?? deal.assigned_to_user_id,
+            amount: args.amount ?? deal.amount,
+            currency_id: args.currency_id ?? deal.currency_id,
+            expected_close_date: args.expected_close_date ?? deal.expected_close_date,
+            actual_close_date: args.actual_close_date ?? deal.actual_close_date,
+            probability: args.probability ?? deal.probability,
+            source_id: args.source_id ?? deal.source_id,
+            description: args.description ?? deal.description,
+            next_step: args.next_step ?? deal.next_step,
+            lost_reason: args.lost_reason ?? deal.lost_reason,
+            stage_note: args.stage_note,
+            competitors: args.competitors ? JSON.stringify(args.competitors) : undefined
+        });
+        return textResult({ updated: true, deal: summariseDeal(response.data ?? {}) });
+    }));
+    server.registerTool("crm_delete_deal", {
+        title: "Delete a CRM deal",
+        description: "Soft-delete a deal.",
+        inputSchema: { company_id: companyIdSchema, deal_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        await client.post(`crm/deals/delete/${args.deal_id}`, { company_id: companyId });
+        return textResult({ deleted: true, deal_id: args.deal_id });
+    }));
+    server.registerTool("crm_deal_stage_summary", {
+        title: "Deal pipeline stage summary",
+        description: "Per-stage deal count and total amount, for a pipeline board's collapsed view.",
+        inputSchema: { company_id: companyIdSchema, pipeline_id: z.number().int().optional() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/deals/stage-summary", {
+            company_id: companyId,
+            pipeline_id: args.pipeline_id
+        });
+        return textResult(response.data);
+    }));
+    server.registerTool("crm_add_deal_next_step", {
+        title: "Add a deal's next step",
+        description: "Record what happens next on a deal. Adds a history entry and updates the deal's current next step.",
+        inputSchema: { company_id: companyIdSchema, deal_id: z.number().int(), note: z.string().min(1).max(255) }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/deals/next-step/create", {
+            company_id: companyId,
+            deal_id: args.deal_id,
+            note: args.note
+        });
+        return textResult({ deal_id: args.deal_id, next_steps: response.data });
+    }));
+    server.registerTool("crm_list_deal_line_items", {
+        title: "List a deal's line items",
+        description: "List the priced line items on a deal.",
+        inputSchema: { company_id: companyIdSchema, deal_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get(`crm/deals/${args.deal_id}/line-items`, {
+            company_id: companyId
+        });
+        return textResult(response.data);
+    }));
+    server.registerTool("crm_add_deal_line_item", {
+        title: "Add a deal line item",
+        description: "Add a priced line item to a deal. The line total and the deal's overall amount are " +
+            "recomputed automatically.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            deal_id: z.number().int(),
+            name: z.string().min(1).max(200),
+            description: z.string().optional(),
+            quantity: z.number().optional().default(1),
+            unit_price: z.number().optional().default(0),
+            discount_percent: z.number().optional().default(0)
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/deals/line-item/create", {
+            company_id: companyId,
+            deal_id: args.deal_id,
+            name: args.name,
+            description: args.description,
+            quantity: args.quantity,
+            unit_price: args.unit_price,
+            discount_percent: args.discount_percent
+        });
+        return textResult({ created: true, line_item: response.data });
+    }));
+    server.registerTool("crm_delete_deal_line_item", {
+        title: "Delete a deal line item",
+        description: "Remove a line item. The deal's amount is recomputed afterward.",
+        inputSchema: { company_id: companyIdSchema, line_item_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        await client.post(`crm/deals/line-item/delete/${args.line_item_id}`, { company_id: companyId });
+        return textResult({ deleted: true, line_item_id: args.line_item_id });
+    }));
+    // ------------------------------------------------------------- activities
+    server.registerTool("crm_search_activities", {
+        title: "Search CRM activities",
+        description: "Search calls, emails, meetings, tasks and notes logged against contacts or deals.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            search: z.string().optional(),
+            activity_type: z.enum(["call", "email", "meeting", "task", "note"]).optional(),
+            related_to_type: relatedToTypeSchema.optional(),
+            related_to_id: z.number().int().optional(),
+            contact_id: z.number().int().optional(),
+            status: z.enum(["pending", "completed", "cancelled"]).optional(),
+            assigned_to_user_id: z.number().int().optional(),
+            priority: z.enum(["low", "medium", "high"]).optional(),
+            overdue: z.boolean().optional().describe("Only pending activities past their due date."),
+            limit: z.number().int().min(1).max(50).optional().default(20),
+            page: z.number().int().min(1).optional().default(1)
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/activities/search", {
+            company_id: companyId,
+            search: args.search,
+            activity_type: args.activity_type,
+            related_to_type: args.related_to_type,
+            related_to_id: args.related_to_id,
+            contact_id: args.contact_id,
+            status: args.status,
+            assigned_to_user_id: args.assigned_to_user_id,
+            priority: args.priority,
+            overdue: boolParam(args.overdue),
+            limit: args.limit,
+            page: args.page
+        });
+        const { items, total } = extractList(response.data, "activities");
+        return textResult({ count: total ?? items.length, activities: items.map(summariseActivity) });
+    }));
+    server.registerTool("crm_create_activity", {
+        title: "Create a CRM activity",
+        description: "Log a call, email, meeting, task, or note against a contact or a deal.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            activity_type: z.enum(["call", "email", "meeting", "task", "note"]),
+            subject: z.string().min(1).max(200),
+            related_to_type: relatedToTypeSchema,
+            related_to_id: z.number().int(),
+            assigned_to_user_id: z.number().int().optional(),
+            due_date: z.string().optional(),
+            reminder_at: z.string().optional(),
+            status: z.enum(["pending", "completed", "cancelled"]).optional().default("pending"),
+            priority: z.enum(["low", "medium", "high"]).optional().default("medium"),
+            direction: z.enum(["inbound", "outbound"]).optional(),
+            duration_minutes: z.number().int().optional(),
+            outcome: z.string().optional()
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/activities/create", {
+            company_id: companyId,
+            activity_type: args.activity_type,
+            subject: args.subject,
+            related_to_type: args.related_to_type,
+            related_to_id: args.related_to_id,
+            assigned_to_user_id: args.assigned_to_user_id,
+            due_date: args.due_date,
+            reminder_at: args.reminder_at,
+            status: args.status,
+            priority: args.priority,
+            direction: args.direction,
+            duration_minutes: args.duration_minutes,
+            outcome: args.outcome
+        });
+        return textResult({ created: true, activity: summariseActivity(response.data ?? {}) });
+    }));
+    server.registerTool("crm_complete_activity", {
+        title: "Complete a CRM activity",
+        description: "Mark an activity done, optionally recording its outcome and duration.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            activity_id: z.number().int(),
+            outcome: z.string().optional(),
+            duration_minutes: z.number().int().optional()
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.post("crm/activities/complete", {
+            company_id: companyId,
+            id: args.activity_id,
+            outcome: args.outcome,
+            duration_minutes: args.duration_minutes
+        });
+        return textResult({ completed: true, activity: summariseActivity(response.data ?? {}) });
+    }));
+    server.registerTool("crm_delete_activity", {
+        title: "Delete a CRM activity",
+        description: "Soft-delete an activity.",
+        inputSchema: { company_id: companyIdSchema, activity_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        await client.post(`crm/activities/delete/${args.activity_id}`, { company_id: companyId });
+        return textResult({ deleted: true, activity_id: args.activity_id });
+    }));
+    // ------------------------------------------------------------- dashboard
+    server.registerTool("crm_dashboard_summary", {
+        title: "CRM dashboard summary",
+        description: "Win/loss rates, forecast, lead sources and activity stats over a date range.",
+        inputSchema: {
+            company_id: companyIdSchema,
+            from: z.string().optional().describe("YYYY-MM-DD, defaults to 30 days ago."),
+            to: z.string().optional().describe("YYYY-MM-DD, defaults to today.")
+        }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/dashboard/summary", {
+            company_id: companyId,
+            from: args.from,
+            to: args.to
+        });
+        return textResult(response.data);
+    }));
+    server.registerTool("crm_dashboard_pipeline", {
+        title: "CRM pipeline dashboard",
+        description: "Per-stage deal breakdown and forecast for one pipeline.",
+        inputSchema: { company_id: companyIdSchema, pipeline_id: z.number().int() }
+    }, safeHandler(async (args) => {
+        const companyId = resolveCompanyId(client, args.company_id);
+        const response = await client.get("crm/dashboard/pipeline", {
+            company_id: companyId,
+            pipeline_id: args.pipeline_id
+        });
+        return textResult(response.data);
+    }));
+}
+//# sourceMappingURL=crm.js.map