@dropspot/mcp 1.2.0 → 1.3.0

package/README.md

@@ -104,7 +104,10 @@ Once connected, your AI gains native understanding of your Drop Spot workspace:
 
 - *"Create an intake request for Sarah Jenkins using our 2026 Tax Return template."*
 - *"Show me our client list and search for Acme Corp."*
-- *"Update Sarah's phone number to (555) 234-5678 and add a note that she is a VIP client."*
+- *"Get the client CSV template and mold this spreadsheet data into Drop Spot format."*
+- *"Import this CSV of 25 clients from TaxDome into our directory."*
+- *"Export our entire client roster to a CSV file."*
+- *"Update Sarah's phone number to (123) 456-7890 and add a note that she is a VIP client."*
 - *"Check if Sarah uploaded her W-2 form yet."*
 - *"Review Sarah's uploaded W-2 and approve it."*
 - *"Reject item #2 with the note: 'Page 2 is blurry. Please re-upload a clear scan.' "*
@@ -113,7 +116,7 @@ Once connected, your AI gains native understanding of your Drop Spot workspace:
 
 ---
 
-## 🛠️ Available MCP Tools (12 Tools)
+## 🛠️ Available MCP Tools (15 Tools)
 
 | Tool Name | Description |
 | :--- | :--- |
@@ -125,6 +128,9 @@ Once connected, your AI gains native understanding of your Drop Spot workspace:
 | `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). |
+| `get_clients_csv_template` | Inspect the official CSV template, header specifications, and format guidelines so AI can mold arbitrary user spreadsheets into clean Drop Spot format. |
+| `import_clients_csv` | Batch import client rosters from raw CSV text (with 50+ synonym headers & cell heuristics) or structured arrays. Deduplicates and merges profiles by email. |
+| `export_clients_csv` | Export all client profiles as an RFC 4180 compliant CSV string with entity types, filing cadences, and formula injection defenses. |
 | `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. |

package/dist/index.js

@@ -24,7 +24,7 @@ async function apiRequest(endpoint, options = {}) {
 }
 const server = new Server({
     name: 'dropspot-mcp',
-    version: '1.2.0',
+    version: '1.3.0',
 }, {
     capabilities: {
         tools: {},
@@ -301,6 +301,75 @@ server.setRequestHandler(ListToolsRequestSchema, async () => {
                     required: ['name', 'email'],
                 },
             },
+            {
+                name: 'get_clients_csv_template',
+                description: 'Retrieve the official Drop Spot CSV template, column specifications, and sample rows for client rosters. AI models can use this schema to mold, map, or normalize arbitrary user spreadsheets into the exact Drop Spot format before importing.',
+                inputSchema: {
+                    type: 'object',
+                    properties: {
+                        includeSampleRows: {
+                            type: 'boolean',
+                            description: 'Whether to include sample client rows in the template (default: true)',
+                        },
+                    },
+                },
+            },
+            {
+                name: 'import_clients_csv',
+                description: 'Batch import a client roster into the workspace directory. Accepts raw CSV text (with intelligent auto-mapping across 50+ synonym headers like TaxDome, Drake, QuickBooks, UltraTax, etc.) or an array of client objects. Automatically deduplicates and merges existing profiles by email.',
+                inputSchema: {
+                    type: 'object',
+                    properties: {
+                        csvText: {
+                            type: 'string',
+                            description: 'Raw CSV text containing client rows to import',
+                        },
+                        clients: {
+                            type: 'array',
+                            items: {
+                                type: 'object',
+                                properties: {
+                                    name: { type: 'string', description: 'Full name of client' },
+                                    email: { type: 'string', description: 'Client email address' },
+                                    phone: { type: 'string', description: 'Client phone number' },
+                                    company: { type: 'string', description: 'Company or business entity name' },
+                                    entityType: { type: 'string', description: 'Tax entity type (e.g. "individual", "s_corp", "c_corp", "partnership", "llc")' },
+                                    status: { type: 'string', description: 'Lifecycle status ("active", "extension", "lead", "inactive")' },
+                                    maskedId: { type: 'string', description: 'SSN/EIN masked tax ID (e.g. "***-**-1234")' },
+                                    stateOfFiling: { type: 'string', description: 'Filing state (e.g. "FL", "NY")' },
+                                    taxYear: { type: 'string', description: 'Tax year (e.g. "2026")' },
+                                    tags: { type: 'array', items: { type: 'string' }, description: 'Tags' },
+                                    pinnedNote: { type: 'string', description: 'Internal pinned notes' },
+                                    notes: { type: 'string', description: 'General client notes' },
+                                },
+                                required: ['name', 'email'],
+                            },
+                            description: 'Alternative structured array of client objects if already transformed by AI',
+                        },
+                        columnOverrides: {
+                            type: 'object',
+                            description: 'Optional mapping of standard fields to custom header names in the CSV',
+                        },
+                    },
+                },
+            },
+            {
+                name: 'export_clients_csv',
+                description: 'Export all client profiles from the workspace directory as an RFC 4180 compliant CSV string, complete with tax entities, filing cadences, and tags.',
+                inputSchema: {
+                    type: 'object',
+                    properties: {
+                        tag: {
+                            type: 'string',
+                            description: 'Optional filter by client tag (e.g. "VIP", "1040")',
+                        },
+                        status: {
+                            type: 'string',
+                            description: 'Optional filter by status (e.g. "active", "extension", "lead", "inactive")',
+                        },
+                    },
+                },
+            },
             // TEMPLATES MANAGEMENT TOOLS
             {
                 name: 'list_templates',
@@ -672,6 +741,69 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                     ],
                 };
             }
+            case 'get_clients_csv_template': {
+                const res = await apiRequest('/clients/template');
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `📋 Drop Spot Client CSV Template Specification:\n\n` +
+                                `\`\`\`csv\n${res.templateCsv}\n\`\`\`\n\n` +
+                                `Key Field Guidelines for AI Data Molding:\n` +
+                                `• Email is required for every client profile.\n` +
+                                `• Standard placeholder phone: (123)456-7890\n` +
+                                `• Masked IDs strictly show last 4 digits (***-**-XXXX or **-***XXXX)\n` +
+                                `• Entity types: individual, s_corp, c_corp, partnership, llc\n\n` +
+                                `AI models can mold arbitrary spreadsheet rows into this format and pass them directly to import_clients_csv.`,
+                        },
+                    ],
+                };
+            }
+            case 'import_clients_csv': {
+                const payload = {};
+                if (args?.csvText)
+                    payload.csv = args.csvText;
+                if (args?.clients)
+                    payload.clients = args.clients;
+                if (args?.columnOverrides)
+                    payload.columnOverrides = args.columnOverrides;
+                const res = await apiRequest('/clients/import', {
+                    method: 'POST',
+                    body: JSON.stringify(payload),
+                });
+                const previewList = (res.clients || [])
+                    .slice(0, 5)
+                    .map((c) => `• ${c.name} (${c.email}) - ${c.entity_type || 'individual'}`)
+                    .join('\n');
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `✅ Successfully imported ${res.imported || 0} client profile(s) into Drop Spot workspace!\n\n` +
+                                (previewList ? `Preview of imported clients:\n${previewList}\n\n` : '') +
+                                `Clients are now in the directory and ready for 1-click document requests.`,
+                        },
+                    ],
+                };
+            }
+            case 'export_clients_csv': {
+                const params = new URLSearchParams();
+                params.set('format', 'json');
+                if (args?.tag)
+                    params.set('tag', String(args.tag));
+                if (args?.status)
+                    params.set('status', String(args.status));
+                const res = await apiRequest(`/clients/export?${params.toString()}`);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `📁 Exported ${res.count || 0} client profile(s) as RFC 4180 CSV:\n\n` +
+                                `\`\`\`csv\n${res.csv}\n\`\`\``,
+                        },
+                    ],
+                };
+            }
             // TEMPLATE HANDLERS
             case 'list_templates': {
                 const params = new URLSearchParams();

package/package.json

@@ -1,53 +1,53 @@
-{
-  "name": "@dropspot/mcp",
-  "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",
-    "claude-desktop",
-    "cursor",
-    "antigravity",
-    "file-sharing",
-    "document-collection",
-    "client-portal",
-    "client-intake",
-    "tax-documents",
-    "paperwork-automation",
-    "file-intake"
-  ],
-  "main": "dist/index.js",
-  "files": [
-    "dist",
-    "README.md",
-    "LICENSE",
-    "smithery.yaml",
-    "glama.json"
-  ],
-  "publishConfig": {
-    "access": "public"
-  },
-  "license": "MIT",
-  "bin": {
-    "dropspot-mcp": "dist/index.js"
-  },
-  "scripts": {
-    "build": "tsc",
-    "start": "node dist/index.js",
-    "prepublishOnly": "npm run build"
-  },
-  "dependencies": {
-    "@modelcontextprotocol/sdk": "^1.6.1",
-    "zod": "^3.24.2"
-  },
-  "devDependencies": {
-    "@types/node": "^22.10.1",
-    "typescript": "~5.7.2"
-  }
-}
+{
+  "name": "@dropspot/mcp",
+  "version": "1.3.0",
+  "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",
+    "claude-desktop",
+    "cursor",
+    "antigravity",
+    "file-sharing",
+    "document-collection",
+    "client-portal",
+    "client-intake",
+    "tax-documents",
+    "paperwork-automation",
+    "file-intake"
+  ],
+  "main": "dist/index.js",
+  "files": [
+    "dist",
+    "README.md",
+    "LICENSE",
+    "smithery.yaml",
+    "glama.json"
+  ],
+  "publishConfig": {
+    "access": "public"
+  },
+  "license": "MIT",
+  "bin": {
+    "dropspot-mcp": "dist/index.js"
+  },
+  "scripts": {
+    "build": "tsc",
+    "start": "node dist/index.js",
+    "prepublishOnly": "npm run build"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.6.1",
+    "zod": "^3.24.2"
+  },
+  "devDependencies": {
+    "@types/node": "^22.10.1",
+    "typescript": "~5.7.2"
+  }
+}