@crscreditapi/finstack-mcp-server 0.10.0-80b4ec3 → 0.10.0-a6ee499

package/.env.example

@@ -15,4 +15,9 @@ FINSTACK_CHATBASE_SECRET=
 # Support Autopsy observability: insert one row per tool call into the shared tool_calls table
 # (n8n Postgres). Leave unset to emit a JSON log line instead. TOOL_LOG=off disables both.
 TOOL_CALLS_DATABASE_URL=
+# Preferred over the URL (no percent-encoding needed):
+# TOOL_CALLS_PGHOST=
+# TOOL_CALLS_PGUSER=n8n
+# TOOL_CALLS_PGPASSWORD=
+# TOOL_CALLS_PGDATABASE=n8n
 # SSL is on by default (no sslmode needed in the URL). TOOL_CALLS_PGSSL=off for a local DB.

package/README.md

@@ -18,7 +18,7 @@ MCP server exposing CRS B2B (Finstack) customer data over the [Model Context Pro
 | `finstack_get_add_on_customers` | Which customers have an add-on (by add-on code, e.g. `CRS1002`) attached to at least one product, and on which products. Paged. |
 | `finstack_get_customer_products` | The products one customer holds with subscription status, platform, activation date and attached add-ons. No prices. |
 | `finstack_get_customer_add_ons` | The add-ons one customer has, each with the products it is attached to. |
-| `finstack_get_leadiq_analytics` | System-wide LeadsIQ analytics for a trailing window: totals vs previous period, the complete list of customers that pulled (revenue desc), entitled/active/invited split, and enrolled-but-never-pulled accounts. |
+| `finstack_get_leadiq_analytics` | System-wide LeadsIQ analytics for a trailing window: totals vs previous period, the complete list of customers that pulled (revenue desc), entitled/active/invited split, and enrolled-but-never-pulled accounts. Revenue is split into the two products under the LeadsIQ umbrella (`leadsiq_revenue` export vs `data_append_revenue`). |
 | `finstack_get_leadiq_customer` | One customer's LeadsIQ detail: enrollment state, window/YTD/lifetime stats, match rate and append hit rates, most commonly used pull filters, recent pulls. |
 | `finstack_get_cop_ai_analytics` | Credit Order Pro AI summary & chat usage for a trailing window: totals, per-customer activity (reports, summaries, opens, questions, ratings, Bedrock cost) and who currently has the feature enabled. |
 | `finstack_get_product_catalog` | The CRS product catalog: code, status, vendor, names, description, base cost / default price, inquiry type, FCRA, platforms, add-ons and permissible purposes. Optional exact `code` / `status` / `vendor` filters plus free-text `query`. |
@@ -208,7 +208,7 @@ Identify the customer with either `customer_code` or `user_id`. Returns `{custom
 { "days": 30 }
 ```
 
-`days` is optional (default `7`, clamped server-side to 1–366). Returns `{period, totals, prev_period_totals, customers, customers_truncated, entitlement, never_pulled}`. `customers[]` is the complete list of accounts with ≥ 1 pull in the window, highest revenue first (`customers_truncated` is only `true` if the 50-account safety cap trimmed it). Definitions match the portal's admin LeadsIQ customer dashboard: a pull is one top-level LeadsIQ job, records count the export leg only, and revenue is the job's cost.
+`days` is optional (default `7`, clamped server-side to 1–366). Returns `{period, totals, prev_period_totals, customers, customers_truncated, entitlement, never_pulled}`. `customers[]` is the complete list of accounts with ≥ 1 pull in the window, highest revenue first (`customers_truncated` is only `true` if the 50-account safety cap trimmed it). Definitions match the portal's admin LeadsIQ customer dashboard: a pull is one top-level LeadsIQ job, records count the export leg only, and revenue is the job's cost. `totals`, `prev_period_totals` and every `customers[]` row also split that revenue into the two products under the LeadsIQ umbrella — `leadsiq_revenue` (LeadsIQ export) and `data_append_revenue` (Data Append) — with `revenue` always equal to their sum.
 
 ### `finstack_get_leadiq_customer`
 

package/dist/api/leadiq.api.d.ts

@@ -10,7 +10,12 @@ import type { ApiClient } from './client.js';
 export interface LeadiqPeriodTotals {
     pulls: number;
     records: number;
+    /** Total revenue; always equals leadsiq_revenue + data_append_revenue. */
     revenue: number;
+    /** LeadsIQ export (lead generation) product revenue. */
+    leadsiq_revenue: number;
+    /** Data Append product revenue. */
+    data_append_revenue: number;
     active_customers: number;
 }
 export interface LeadiqActiveCustomer {
@@ -18,7 +23,12 @@ export interface LeadiqActiveCustomer {
     customer_code: string | null;
     pulls: number;
     records: number;
+    /** Total revenue; always equals leadsiq_revenue + data_append_revenue. */
     revenue: number;
+    /** LeadsIQ export (lead generation) product revenue. */
+    leadsiq_revenue: number;
+    /** Data Append product revenue. */
+    data_append_revenue: number;
     last_pull_at: string | null;
 }
 export interface LeadiqNeverPulledCustomer {

package/dist/toolLog.d.ts

@@ -30,4 +30,5 @@ export declare function toRecord(e: ToolLogEntry): {
     truncated: boolean;
     upstream_status: number | null;
 };
+/** Never throws: a logging problem must never fail a tool call. */
 export declare function logToolCall(e: ToolLogEntry): void;

package/dist/toolLog.js

@@ -18,21 +18,46 @@ const ENABLED = (process.env.TOOL_LOG || 'on').toLowerCase() !== 'off';
 // TOOL_CALLS_PGSSL=off disables it for a local database.
 const DB_URL = (process.env.TOOL_CALLS_DATABASE_URL || '').replace(/[?&]sslmode=[^&]+/, '').replace(/\?$/, '');
 const DB_SSL = (process.env.TOOL_CALLS_PGSSL || 'on').toLowerCase() === 'off' ? false : { rejectUnauthorized: false };
+// Either a URL (password must be percent-encoded) or discrete variables, which need no
+// encoding and are therefore preferred: TOOL_CALLS_PGHOST, TOOL_CALLS_PGUSER,
+// TOOL_CALLS_PGPASSWORD, TOOL_CALLS_PGDATABASE (default n8n), TOOL_CALLS_PGPORT (default 5432).
+function poolConfig() {
+    const base = { max: 2, idleTimeoutMillis: 30_000, connectionTimeoutMillis: 3_000, ssl: DB_SSL };
+    const host = process.env.TOOL_CALLS_PGHOST;
+    if (host) {
+        return {
+            ...base,
+            host,
+            port: Number(process.env.TOOL_CALLS_PGPORT || 5432),
+            user: process.env.TOOL_CALLS_PGUSER || 'n8n',
+            password: process.env.TOOL_CALLS_PGPASSWORD || '',
+            database: process.env.TOOL_CALLS_PGDATABASE || 'n8n',
+        };
+    }
+    if (DB_URL)
+        return { ...base, connectionString: DB_URL };
+    return null;
+}
 const STREAM = (process.env.MCP_TRANSPORT || 'stdio') === 'http' ? process.stdout : process.stderr;
 let pool = null;
 let lastDbErrorAt = 0;
+let poolBroken = false;
 function getPool() {
-    if (!DB_URL)
+    if (poolBroken)
         return null;
     if (!pool) {
-        pool = new pg.Pool({
-            connectionString: DB_URL,
-            max: 2,
-            idleTimeoutMillis: 30_000,
-            connectionTimeoutMillis: 3_000,
-            ssl: DB_SSL,
-        });
-        pool.on('error', (err) => warnDb(err));
+        const cfg = poolConfig();
+        if (!cfg)
+            return null;
+        try {
+            pool = new pg.Pool(cfg);
+            pool.on('error', (err) => warnDb(err));
+        }
+        catch (err) {
+            poolBroken = true; // bad config (e.g. unencoded password in the URL): fall back to log lines
+            warnDb(err);
+            return null;
+        }
     }
     return pool;
 }
@@ -79,18 +104,31 @@ const INSERT = `INSERT INTO tool_calls
   (trace_id, channel, agent, server, tool, args_hash, args_summary, started_at,
    duration_ms, ok, error_class, error_message, result_bytes, truncated, upstream_status)
   VALUES ($1,$2,$3,$4,$5,$6,$7,$8,$9,$10,$11,$12,$13,$14,$15)`;
+/** Never throws: a logging problem must never fail a tool call. */
 export function logToolCall(e) {
-    if (!ENABLED)
-        return;
-    const r = toRecord(e);
-    const p = getPool();
-    if (!p) {
-        STREAM.write(JSON.stringify({ ts: new Date().toISOString(), kind: 'tool_call', ...r }) + '\n');
-        return;
+    try {
+        if (!ENABLED)
+            return;
+        const r = toRecord(e);
+        const p = getPool();
+        if (!p) {
+            STREAM.write(JSON.stringify({ ts: new Date().toISOString(), kind: 'tool_call', ...r }) + '\n');
+            return;
+        }
+        try {
+            p.query(INSERT, [
+                r.trace_id, r.channel, r.agent, r.server, r.tool, r.args_hash, JSON.stringify(r.args_summary),
+                r.started_at, r.duration_ms, r.ok, r.error_class, r.error_message, r.result_bytes,
+                r.truncated, r.upstream_status,
+            ]).catch(warnDb);
+        }
+        catch (err) {
+            // pg can throw synchronously on an unparseable connection string
+            poolBroken = true;
+            warnDb(err);
+        }
+    }
+    catch (err) {
+        warnDb(err);
     }
-    p.query(INSERT, [
-        r.trace_id, r.channel, r.agent, r.server, r.tool, r.args_hash, JSON.stringify(r.args_summary),
-        r.started_at, r.duration_ms, r.ok, r.error_class, r.error_message, r.result_bytes,
-        r.truncated, r.upstream_status,
-    ]).catch(warnDb);
 }

package/dist/tools/leadiq.tools.js

@@ -1,7 +1,7 @@
 export const leadiqTools = [
     {
         name: 'finstack_get_leadiq_analytics',
-        description: 'System-wide LeadsIQ (lead generation / batch append) analytics for a trailing window. Returns totals and previous-period totals (pulls, records, revenue, active_customers), customers — the COMPLETE list of customers with at least one pull in the window (highest revenue first; customers_truncated is true only if the 50-account safety cap trimmed it), the entitled/active/invited account split, and never_pulled — entitled accounts that have never run a pull, with their sales owner. Use for questions like "which customers pulled last month" (set days=30 and read customers[]), "who is the most active LeadsIQ customer by revenue" (customers[0]), or "who is enrolled in LeadsIQ but never pulled". For one customer\'s detail use finstack_get_leadiq_customer.',
+        description: 'System-wide LeadsIQ (lead generation / batch append) analytics for a trailing window. Returns totals and previous-period totals (pulls, records, revenue, leadsiq_revenue, data_append_revenue, active_customers), customers — the COMPLETE list of customers with at least one pull in the window (highest revenue first; customers_truncated is true only if the 50-account safety cap trimmed it), the entitled/active/invited account split, and never_pulled — entitled accounts that have never run a pull, with their sales owner. Revenue is split into the two products under the LeadsIQ umbrella: leadsiq_revenue (LeadsIQ export) and data_append_revenue (Data Append); revenue is always their sum, so report both when asked about LeadsIQ revenue. Use for questions like "which customers pulled last month" (set days=30 and read customers[]), "who is the most active LeadsIQ customer by revenue" (customers[0]), "how much was LeadsIQ vs Data Append revenue" (leadsiq_revenue / data_append_revenue), or "who is enrolled in LeadsIQ but never pulled". For one customer\'s detail use finstack_get_leadiq_customer.',
         inputSchema: {
             type: 'object',
             properties: {

package/package.json

@@ -1,6 +1,6 @@
 {
 	"name": "@crscreditapi/finstack-mcp-server",
-	"version": "0.10.0-80b4ec3",
+	"version": "0.10.0-a6ee499",
 	"description": "MCP server for Finstack",
 	"type": "module",
 	"main": "dist/index.js",