@dropspot/mcp 1.0.0 → 1.2.0

package/LICENSE

@@ -0,0 +1,21 @@
+MIT License
+
+Copyright (c) 2026 Drop Spot Technologies
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

@@ -59,14 +59,45 @@ Add to `.cursor/mcp.json` in your project or global settings:
 }
 ```
 
-#### Option C: Smithery CLI
-Install automatically into Claude Desktop with one command:
+#### Option C: Claude Code (CLI)
+Add Drop Spot to Claude Code:
+
 ```bash
-npx -y @smithery/cli install @dropspot/mcp --client claude
+claude mcp add dropspot npx -y @dropspot/mcp --env DROPSPOT_API_KEY=ds_live_YOUR_ACTUAL_KEY_HERE DROPSPOT_API_BASE_URL=https://godropspot.com/api/v1
+```
+
+#### Option D: Windsurf / VS Code / Antigravity
+Add to your client's MCP configuration (`mcpServers`):
+
+```json
+{
+  "mcpServers": {
+    "dropspot": {
+      "command": "npx",
+      "args": ["-y", "@dropspot/mcp"],
+      "env": {
+        "DROPSPOT_API_KEY": "ds_live_YOUR_ACTUAL_KEY_HERE",
+        "DROPSPOT_API_BASE_URL": "https://godropspot.com/api/v1"
+      }
+    }
+  }
+}
 ```
 
 ---
 
+## 🌐 Public Registries & Discovery
+
+Drop Spot is an open, unproxied MCP server available across major AI registries:
+
+- **Smithery.ai:** Direct registry listing indexed via `smithery.yaml` (Arcade.dev-powered, zero proxy latency).
+- **Glama.ai:** Verified MCP listing claimed via `glama.json` ([glama.ai/mcp/servers](https://glama.ai/mcp/servers)).
+- **PulseMCP:** Listed in the community catalog ([pulsemcp.com](https://pulsemcp.com)).
+- **Official Model Context Protocol:** Cataloged on [modelcontextprotocol/servers](https://github.com/modelcontextprotocol/servers).
+- **npm:** Zero-install direct execution via `npx -y @dropspot/mcp`.
+
+---
+
 ## 💬 Prompts Your AI Understands
 
 Once connected, your AI gains native understanding of your Drop Spot workspace:
@@ -91,9 +122,9 @@ Once connected, your AI gains native understanding of your Drop Spot workspace:
 | `get_intake_request` | Retrieve complete details of a specific request, including each checklist item, upload statuses, and file metadata. |
 | `review_item` | Review an uploaded file: approve it or reject it with custom feedback to prompt the client for a re-upload. |
 | `get_file_download_link` | Generate a short-lived (5-minute) secure presigned URL to inspect or download an uploaded client file. |
-| `list_clients` | Search and browse your firm's client directory by name, email, or company. |
-| `get_client` | Fetch a client record with their full intake history and metadata. |
-| `create_or_update_client` | Add a new client or update existing contact details (phone, company, notes). |
+| `list_clients` | Search and browse your firm's client directory by name, email, company, entity type, status, or tag. |
+| `get_client` | Fetch a client record with full accounting CRM metadata, spouses/linked contacts, tags, and intake history. |
+| `create_or_update_client` | Add a new client or update contact & CRM profile (tax entity, FYE, cadence, state, tags, masked ID, pinned notes, linked contacts). |
 | `list_templates` | View your reusable checklist templates (e.g. 1040 Tax Return, KYC, Mortgage Intake). |
 | `get_template` | Inspect a specific checklist template and its default items. |
 | `create_template` | Create a new reusable checklist template with predefined items and categories. |
@@ -106,7 +137,7 @@ Once connected, your AI gains native understanding of your Drop Spot workspace:
 - **Zero AI Training:** Client documents and personal data are **never** used to train public or proprietary AI models.
 - **Short-Lived Signed URLs:** File downloads use ephemeral 5-minute pre-signed URLs; file binaries are never permanently exposed over the wire.
 - **Scoped API Tokens:** Generate API keys restricted strictly to specific operations (`requests:read`, `requests:write`, `items:review`, `clients:write`, etc.).
-- **Human-in-the-Loop:** AI tools execute actions on your behalf with complete audit trails. You retain full oversight with real-time logs and 1-click token revocation.
+- **Human-in-the-Loop:** AI tools execute actions on your behalf with scoped permissions, clear item status tracking, and 1-click token revocation.
 
 ---
 

package/dist/index.d.ts

@@ -0,0 +1,2 @@
+#!/usr/bin/env node
+export {};

package/dist/index.js

@@ -24,7 +24,7 @@ async function apiRequest(endpoint, options = {}) {
 }
 const server = new Server({
     name: 'dropspot-mcp',
-    version: '1.1.0',
+    version: '1.2.0',
 }, {
     capabilities: {
         tools: {},
@@ -166,7 +166,7 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
             // CLIENTS MANAGEMENT TOOLS
             {
                 name: 'list_clients',
-                description: 'List and search clients in the Drop Spot directory. Filter by name, email, or company.',
+                description: 'List and search clients in the Drop Spot directory. Filter by name, email, company, entity type, status, or tag.',
                 inputSchema: {
                     type: 'object',
                     properties: {
@@ -174,6 +174,20 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
                             type: 'string',
                             description: 'Search string to filter clients by name, email, or company name',
                         },
+                        entityType: {
+                            type: 'string',
+                            enum: ['individual', 's_corp', 'c_corp', 'partnership', 'llc', 'non_profit', 'trust_estate'],
+                            description: 'Filter by tax entity classification',
+                        },
+                        status: {
+                            type: 'string',
+                            enum: ['active', 'lead', 'archived'],
+                            description: 'Filter by client account status',
+                        },
+                        tag: {
+                            type: 'string',
+                            description: 'Filter by specific tag (e.g. "QBO", "Extension Needed")',
+                        },
                         limit: {
                             type: 'number',
                             description: 'Max number of clients to return (default: 50, max: 100)',
@@ -183,7 +197,7 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
             },
             {
                 name: 'get_client',
-                description: 'Retrieve detailed profile information for a specific client, including their active and historical document requests.',
+                description: 'Retrieve detailed profile and CRM information for a specific client, including tax entity metadata, spouses/linked contacts, tags, pinned accountant note, and active/completed document requests.',
                 inputSchema: {
                     type: 'object',
                     properties: {
@@ -197,13 +211,13 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
             },
             {
                 name: 'create_or_update_client',
-                description: 'Add a new client to the directory or update an existing client’s contact details, phone, company, or notes.',
+                description: 'Add a new client to the directory or update an existing client with accounting CRM metadata (entity type, filing cadence, FYE, state, tags, masked tax ID, pinned accountant notes, and linked contacts).',
                 inputSchema: {
                     type: 'object',
                     properties: {
                         name: {
                             type: 'string',
-                            description: 'Full name of the client',
+                            description: 'Full name of the client (e.g. "Jane Doe")',
                         },
                         email: {
                             type: 'string',
@@ -215,11 +229,73 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
                         },
                         company: {
                             type: 'string',
-                            description: 'Company or business name',
+                            description: 'Company or business entity name',
                         },
                         notes: {
                             type: 'string',
-                            description: 'Internal notes about this client',
+                            description: 'General internal notes about this client',
+                        },
+                        entityType: {
+                            type: 'string',
+                            enum: ['individual', 's_corp', 'c_corp', 'partnership', 'llc', 'non_profit', 'trust_estate'],
+                            description: 'Tax entity classification (e.g. "individual" for 1040, "s_corp" for 1120-S, "c_corp" for 1120, "partnership" for 1065)',
+                        },
+                        status: {
+                            type: 'string',
+                            enum: ['active', 'lead', 'archived'],
+                            description: 'Account status (defaults to "active")',
+                        },
+                        fiscalYearEnd: {
+                            type: 'string',
+                            description: 'Fiscal Year End month/day (e.g. "12/31", "06/30")',
+                        },
+                        filingCadence: {
+                            type: 'string',
+                            enum: ['annual', 'quarterly', 'monthly'],
+                            description: 'Tax filing frequency',
+                        },
+                        stateOfFiling: {
+                            type: 'string',
+                            description: 'US State abbreviation for tax filing (e.g. "FL", "CA", "NY")',
+                        },
+                        taxYear: {
+                            type: 'string',
+                            description: 'Current filing tax year (e.g. "2026")',
+                        },
+                        tags: {
+                            type: 'array',
+                            items: { type: 'string' },
+                            description: 'Accounting tags (e.g. ["QBO", "Extension Needed", "VIP", "Monthly Books"])',
+                        },
+                        pinnedNote: {
+                            type: 'string',
+                            description: 'Sticky internal accountant note (communication quirks, deadline habits)',
+                        },
+                        qboId: {
+                            type: 'string',
+                            description: 'QuickBooks Online or Xero accounting customer ID',
+                        },
+                        taxSoftwareId: {
+                            type: 'string',
+                            description: 'Drake, UltraTax, or CCH Axcess client ID',
+                        },
+                        maskedId: {
+                            type: 'string',
+                            description: 'Masked tax ID / SSN / EIN (last 4 digits only, e.g. "1234" or "***-**-1234")',
+                        },
+                        linkedContacts: {
+                            type: 'array',
+                            items: {
+                                type: 'object',
+                                properties: {
+                                    name: { type: 'string', description: 'Full name of contact' },
+                                    role: { type: 'string', description: 'Role (e.g. "Spouse", "Bookkeeper", "Owner")' },
+                                    email: { type: 'string', description: 'Contact email' },
+                                    phone: { type: 'string', description: 'Contact phone' },
+                                },
+                                required: ['name', 'role'],
+                            },
+                            description: 'Associated contacts, spouses, bookkeepers, or family members',
                         },
                     },
                     required: ['name', 'email'],
@@ -479,21 +555,31 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
             case 'list_clients': {
                 const params = new URLSearchParams();
                 if (args?.search)
-                    params.set('search', String(args.search));
+                    params.set('search', String(args?.search));
                 if (args?.limit)
-                    params.set('limit', String(args.limit));
+                    params.set('limit', String(args?.limit));
+                if (args?.entityType)
+                    params.set('entityType', String(args?.entityType));
+                if (args?.status)
+                    params.set('status', String(args?.status));
                 const res = await apiRequest(`/clients?${params.toString()}`);
-                const clients = res.data || [];
+                let clients = res.data || [];
+                if (args?.tag) {
+                    const searchTag = String(args.tag).toLowerCase();
+                    clients = clients.filter((c) => Array.isArray(c.tags) && c.tags.some((t) => t.toLowerCase() === searchTag));
+                }
                 if (clients.length === 0) {
                     return {
-                        content: [{ type: 'text', text: 'No clients found matching the search criteria.' }],
+                        content: [{ type: 'text', text: 'No clients found in the directory.' }],
                     };
                 }
                 const formatted = clients
                     .map((c) => {
-                    const company = c.company ? ` | Company: ${c.company}` : '';
+                    const company = c.company ? ` (${c.company})` : '';
                     const phone = c.phone ? ` | Phone: ${c.phone}` : '';
-                    return `• ${c.name} <${c.email}>${company}${phone}\n  ID: ${c.id}`;
+                    const entity = c.entityType ? ` | Entity: ${c.entityType}` : '';
+                    const tags = c.tags?.length ? ` | Tags: [${c.tags.join(', ')}]` : '';
+                    return `• ${c.name} <${c.email}>${company}${phone}${entity}${tags}\n  ID: ${c.id}`;
                 })
                     .join('\n\n');
                 return {
@@ -515,12 +601,28 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                         .map((r) => `  - [${r.status.toUpperCase()}] ${r.title} (ID: ${r.id})`)
                         .join('\n');
                 }
+                let contactsSummary = 'No linked contacts.';
+                if (c.linkedContacts && c.linkedContacts.length > 0) {
+                    contactsSummary = c.linkedContacts
+                        .map((lc) => `  - ${lc.name} (${lc.role}) ${lc.email ? `<${lc.email}>` : ''}`)
+                        .join('\n');
+                }
                 const report = `👤 Client Profile: ${c.name}\n` +
                     `• ID: ${c.id}\n` +
                     `• Email: ${c.email}\n` +
                     `• Phone: ${c.phone || 'Not provided'}\n` +
                     `• Company: ${c.company || 'Not provided'}\n` +
+                    `• Entity Type: ${c.entityType || 'individual'}\n` +
+                    `• Status: ${c.status || 'active'}\n` +
+                    `• Fiscal Year End: ${c.fiscalYearEnd || '12/31'}\n` +
+                    `• Filing Cadence: ${c.filingCadence || 'annual'}\n` +
+                    `• State: ${c.stateOfFiling || 'N/A'}\n` +
+                    `• Tax Year: ${c.taxYear || '2026'}\n` +
+                    `• Masked Tax ID: ${c.maskedId || 'None'}\n` +
+                    `• Tags: ${c.tags?.length ? `[${c.tags.join(', ')}]` : 'None'}\n` +
+                    `• Pinned Note: ${c.pinnedNote ? `"${c.pinnedNote}"` : 'None'}\n` +
                     `• Notes: ${c.notes || 'None'}\n\n` +
+                    `Linked Contacts & Family:\n${contactsSummary}\n\n` +
                     `Document Intake Requests:\n${requestsSummary}`;
                 return {
                     content: [{ type: 'text', text: report }],
@@ -533,6 +635,18 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                     phone: args?.phone,
                     company: args?.company,
                     notes: args?.notes,
+                    entityType: args?.entityType,
+                    status: args?.status,
+                    fiscalYearEnd: args?.fiscalYearEnd,
+                    filingCadence: args?.filingCadence,
+                    stateOfFiling: args?.stateOfFiling,
+                    taxYear: args?.taxYear,
+                    tags: args?.tags,
+                    pinnedNote: args?.pinnedNote,
+                    qboId: args?.qboId,
+                    taxSoftwareId: args?.taxSoftwareId,
+                    maskedId: args?.maskedId,
+                    linkedContacts: args?.linkedContacts,
                 };
                 const res = await apiRequest('/clients', {
                     method: 'POST',
@@ -548,9 +662,12 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                                 `• ID: ${c.id}\n` +
                                 `• Name: ${c.name}\n` +
                                 `• Email: ${c.email}\n` +
-                                `• Phone: ${c.phone || 'N/A'}\n` +
                                 `• Company: ${c.company || 'N/A'}\n` +
-                                `• Notes: ${c.notes || 'N/A'}`,
+                                `• Entity: ${c.entityType || 'individual'}\n` +
+                                `• Status: ${c.status || 'active'}\n` +
+                                `• Tags: ${c.tags?.length ? `[${c.tags.join(', ')}]` : 'None'}\n` +
+                                `• FYE: ${c.fiscalYearEnd || '12/31'}\n` +
+                                `• Pinned Note: ${c.pinnedNote ? `"${c.pinnedNote}"` : 'None'}`,
                         },
                     ],
                 };

package/glama.json

@@ -0,0 +1,9 @@
+{
+  "$schema": "https://glama.ai/mcp/schemas/server.json",
+  "name": "@dropspot/mcp",
+  "description": "Model Context Protocol (MCP) server for Drop Spot — automated client document collection, file intake, checklist management, and 1-click reviews.",
+  "maintainers": [
+    "officialdropspot",
+    "leoalfonso14"
+  ]
+}

package/package.json

@@ -1,9 +1,13 @@
 {
   "name": "@dropspot/mcp",
-  "version": "1.0.0",
+  "version": "1.2.0",
   "description": "Model Context Protocol (MCP) server for Drop Spot — automated client document collection, file intake, checklist management, and 1-click reviews for Claude Desktop, Cursor, and AI agents.",
   "type": "module",
   "homepage": "https://godropspot.com",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/officialdropspot/dropspot-mcp.git"
+  },
   "keywords": [
     "mcp",
     "model-context-protocol",
@@ -21,7 +25,10 @@
   "main": "dist/index.js",
   "files": [
     "dist",
-    "README.md"
+    "README.md",
+    "LICENSE",
+    "smithery.yaml",
+    "glama.json"
   ],
   "publishConfig": {
     "access": "public"
@@ -32,14 +39,14 @@
   },
   "scripts": {
     "build": "tsc",
-    "start": "node dist/index.js"
+    "start": "node dist/index.js",
+    "prepublishOnly": "npm run build"
   },
   "dependencies": {
     "@modelcontextprotocol/sdk": "^1.6.1",
     "zod": "^3.24.2"
   },
   "devDependencies": {
-    "@dropspot/tsconfig": "workspace:*",
     "@types/node": "^22.10.1",
     "typescript": "~5.7.2"
   }

package/smithery.yaml

@@ -0,0 +1,27 @@
+# Smithery configuration file: https://smithery.ai/docs/config
+startCommand:
+  type: stdio
+  configSchema:
+    type: object
+    required:
+      - dropspotApiKey
+    properties:
+      dropspotApiKey:
+        type: string
+        description: "Your Drop Spot API key (format: ds_live_... or ds_test_...)"
+      baseUrl:
+        type: string
+        description: "Drop Spot API base URL"
+        default: "https://portal.godropspot.com"
+  commandFunction: |
+    (config) => ({
+      command: 'npx',
+      args: ['-y', '@dropspot/mcp'],
+      env: {
+        DROPSPOT_API_KEY: config.dropspotApiKey,
+        DROPSPOT_API_BASE_URL: config.baseUrl || 'https://portal.godropspot.com'
+      }
+    })
+  exampleConfig:
+    dropspotApiKey: "ds_live_abcdef1234567890"
+    baseUrl: "https://portal.godropspot.com"