@crscreditapi/finstack-mcp-server 0.1.0-2bad4fe → 0.1.0-a04547f

package/dist/api/customer.api.d.ts

@@ -44,3 +44,33 @@ export interface CustomerSummary {
     };
 }
 export declare function getCustomerSummary(client: ApiClient, customerCode: string): Promise<CustomerSummary>;
+export interface CustomerSearchHit {
+    name: string;
+    customer_code: string;
+    score: number;
+}
+export interface CustomerSearchResult {
+    results: CustomerSearchHit[];
+    threshold: number;
+    message?: string;
+}
+export declare function searchCustomers(client: ApiClient, query: string, threshold?: number): Promise<CustomerSearchResult>;
+export type RevenuePeriodType = 'day' | 'week' | 'month' | 'quarter' | 'year';
+export interface RevenuePeriod {
+    period: string;
+    revenue: number;
+}
+export interface CustomerRevenue {
+    customer_code: string;
+    type: RevenuePeriodType;
+    start_date: string;
+    end_date: string;
+    periods: RevenuePeriod[];
+    total: number;
+}
+export declare function getCustomerRevenue(client: ApiClient, args: {
+    customerCode: string;
+    type: RevenuePeriodType;
+    startDate: string;
+    endDate: string;
+}): Promise<CustomerRevenue>;

package/dist/api/customer.api.js

@@ -10,3 +10,39 @@ export async function getCustomerSummary(client, customerCode) {
     }
     return response.data;
 }
+export async function searchCustomers(client, query, threshold) {
+    const secret = process.env.FINSTACK_CHATBASE_SECRET;
+    if (!secret) {
+        throw new Error('FINSTACK_CHATBASE_SECRET must be set');
+    }
+    const params = new URLSearchParams({ q: query });
+    if (threshold !== undefined) {
+        params.set('threshold', String(threshold));
+    }
+    const response = await client.get(`/api/v1/chatbase/customer_search?${params}`, { 'X-Chatbase-Secret': secret });
+    if (response.status !== 'success') {
+        throw new Error(response.message || 'Customer search failed');
+    }
+    return {
+        results: response.data ?? [],
+        threshold: response.threshold ?? 0.9,
+        message: response.message,
+    };
+}
+export async function getCustomerRevenue(client, args) {
+    const secret = process.env.FINSTACK_CHATBASE_SECRET;
+    if (!secret) {
+        throw new Error('FINSTACK_CHATBASE_SECRET must be set');
+    }
+    const params = new URLSearchParams({
+        customer_code: args.customerCode,
+        type: args.type,
+        start_date: args.startDate,
+        end_date: args.endDate,
+    });
+    const response = await client.get(`/api/v1/chatbase/customer_revenue?${params}`, { 'X-Chatbase-Secret': secret });
+    if (response.status !== 'success' || !response.data) {
+        throw new Error(response.message || 'Failed to fetch customer revenue');
+    }
+    return response.data;
+}

package/dist/handlers/customer.handler.d.ts

@@ -1,6 +1,21 @@
+import { type RevenuePeriodType } from '../api/customer.api.js';
 interface GetCustomerSummaryArgs {
     customer_code: string;
     environment?: string;
 }
 export declare function handleGetCustomerSummary(args: GetCustomerSummaryArgs): Promise<unknown>;
+interface SearchCustomerArgs {
+    q: string;
+    threshold?: number;
+    environment?: string;
+}
+export declare function handleSearchCustomer(args: SearchCustomerArgs): Promise<unknown>;
+interface GetCustomerRevenueArgs {
+    customer_code: string;
+    type: RevenuePeriodType;
+    start_date: string;
+    end_date: string;
+    environment?: string;
+}
+export declare function handleGetCustomerRevenue(args: GetCustomerRevenueArgs): Promise<unknown>;
 export {};

package/dist/handlers/customer.handler.js

@@ -2,8 +2,21 @@
  * Customer tool handlers
  */
 import { getClient } from '../api/client.js';
-import { getCustomerSummary } from '../api/customer.api.js';
+import { getCustomerRevenue, getCustomerSummary, searchCustomers, } from '../api/customer.api.js';
 export async function handleGetCustomerSummary(args) {
     const client = getClient(args.environment ?? 'prod');
     return getCustomerSummary(client, args.customer_code);
 }
+export async function handleSearchCustomer(args) {
+    const client = getClient(args.environment ?? 'prod');
+    return searchCustomers(client, args.q, args.threshold);
+}
+export async function handleGetCustomerRevenue(args) {
+    const client = getClient(args.environment ?? 'prod');
+    return getCustomerRevenue(client, {
+        customerCode: args.customer_code,
+        type: args.type,
+        startDate: args.start_date,
+        endDate: args.end_date,
+    });
+}

package/dist/handlers/index.js

@@ -1,7 +1,9 @@
-import { handleGetCustomerSummary } from './customer.handler.js';
+import { handleGetCustomerRevenue, handleGetCustomerSummary, handleSearchCustomer, } from './customer.handler.js';
 const wrap = (fn) => {
     return async (args) => fn(args);
 };
 export const handlers = {
-    get_customer_summary: wrap(handleGetCustomerSummary),
+    finstack_get_customer_summary: wrap(handleGetCustomerSummary),
+    finstack_search_customer: wrap(handleSearchCustomer),
+    finstack_get_customer_revenue: wrap(handleGetCustomerRevenue),
 };

package/dist/tools/customer.tools.js

@@ -1,6 +1,6 @@
 export const customerTools = [
     {
-        name: 'get_customer_summary',
+        name: 'finstack_get_customer_summary',
         description: 'Fetch a non-PII summary of a B2B customer: onboarding progress, products, API credentials, inspection status, and recent billing. Backed by the mware-portal chatbase customer_context endpoint.',
         inputSchema: {
             type: 'object',
@@ -18,4 +18,62 @@ export const customerTools = [
             required: ['customer_code'],
         },
     },
+    {
+        name: 'finstack_search_customer',
+        description: "Find a B2B customer's code (CID) by fuzzy-matching their name. Use this when the user references a customer by name but hasn't supplied a CID — pass the returned customer_code into finstack_get_customer_summary. If no matches at the default threshold, lower it (e.g. 0.5) to broaden the search.",
+        inputSchema: {
+            type: 'object',
+            properties: {
+                q: {
+                    type: 'string',
+                    description: 'Search string — customer name or fragment, min 2 chars, case-insensitive',
+                    minLength: 2,
+                },
+                threshold: {
+                    type: 'number',
+                    description: 'Similarity threshold 0.0-1.0 (default 0.9). Lower for fuzzier matches.',
+                    minimum: 0,
+                    maximum: 1,
+                },
+                environment: {
+                    type: 'string',
+                    description: 'Target environment: "prod" (default) or "dev"',
+                    enum: ['dev', 'prod'],
+                },
+            },
+            required: ['q'],
+        },
+    },
+    {
+        name: 'finstack_get_customer_revenue',
+        description: 'Fetch revenue for a B2B customer over a date range, bucketed by period (day/week/month/quarter/year). Use when the user asks how much a customer paid, revenue trends, MRR/ARR-style figures, or billing over time. Returns periods[{period,revenue}] plus a total. Max range: day=92d, week=2y, month/quarter=10y, year=50y; pick the coarsest type that covers the range.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                customer_code: {
+                    type: 'string',
+                    description: 'Customer code (CID) — e.g. "CID18068"',
+                },
+                type: {
+                    type: 'string',
+                    enum: ['day', 'week', 'month', 'quarter', 'year'],
+                    description: 'Bucketing granularity for the returned periods',
+                },
+                start_date: {
+                    type: 'string',
+                    description: 'Start date (inclusive), format YYYY-MM-DD',
+                },
+                end_date: {
+                    type: 'string',
+                    description: 'End date (inclusive), format YYYY-MM-DD. Must be >= start_date.',
+                },
+                environment: {
+                    type: 'string',
+                    description: 'Target environment: "prod" (default) or "dev"',
+                    enum: ['dev', 'prod'],
+                },
+            },
+            required: ['customer_code', 'type', 'start_date', 'end_date'],
+        },
+    },
 ];

package/dist/types/tool.types.d.ts

@@ -10,6 +10,10 @@ export interface JsonSchemaProperty {
     required?: string[];
     minItems?: number;
     maxItems?: number;
+    minLength?: number;
+    maxLength?: number;
+    minimum?: number;
+    maximum?: number;
 }
 export interface ToolInputSchema {
     type: 'object';

package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@crscreditapi/finstack-mcp-server",
-	"version": "0.1.0-2bad4fe",
+	"version": "0.1.0-a04547f",
 	"description": "MCP server for Finstack",
 	"type": "module",
 	"main": "dist/index.js",