@e9n/pi-personal-crm 0.2.0

package/src/tool.ts

@@ -0,0 +1,680 @@
+/**
+ * CRM Pi Tool — contact lookup, interaction logging, search.
+ *
+ * Conversational CRM operations accessible from Pi agent prompts.
+ */
+
+import { Type } from "@sinclair/typebox";
+import { StringEnum } from "@mariozechner/pi-ai";
+import { getCrmStore } from "./store.ts";
+
+/** Sanitize a URL: only allow http(s). Returns cleaned URL or undefined. */
+function sanitizeUrl(value: unknown): string | undefined {
+	if (value == null || value === "") return undefined;
+	const s = String(value).trim();
+	if (!s) return undefined;
+	if (/^https?:\/\//i.test(s)) return s;
+	if (!s.includes("://")) return `https://${s}`;
+	throw new Error("Invalid URL protocol — only http and https are allowed");
+}
+
+// Note: ExtensionAPI is from @mariozechner/pi-coding-agent
+// We define minimal interface here to avoid hard dependency
+interface ExtensionAPI {
+	registerTool(tool: any): void;
+	on(event: string, handler: (...args: any[]) => any): void;
+}
+
+/**
+ * Register the CRM tool with Pi.
+ * @param pi ExtensionAPI from Pi coding agent
+ */
+export function registerCrmTool(pi: ExtensionAPI): void {
+	// ── System prompt injection ───────────────────────────────
+
+	pi.on("before_agent_start", async (event: any) => {
+		return {
+			systemPrompt:
+				event.systemPrompt +
+				"\n\n---\n\n" +
+				"## CRM Tool\n\n" +
+				"You have access to a personal CRM system via the `crm` tool.\n\n" +
+				"**Common workflows:**\n" +
+				"- \"Tell me about John Doe\" → crm.contact with name=\"John Doe\"\n" +
+				"- \"Who works at Acme?\" → crm.search with query=\"Acme\"\n" +
+				"- \"Log a call with John\" → crm.log_interaction\n" +
+				"- \"What's coming up this week?\" → crm.upcoming\n" +
+				"- \"Add Sarah's birthday\" → crm.add_reminder\n\n" +
+				"**Actions:**\n" +
+				"- search — Full-text search across contacts and companies\n" +
+				"- contact — Get full contact details with interactions, relationships, reminders, groups\n" +
+				"- add_contact — Create a new contact\n" +
+				"- update_contact — Update contact fields\n" +
+				"- delete_contact — Delete a contact\n" +
+				"- log_interaction — Log a call, meeting, email, note, or gift\n" +
+				"- add_reminder — Set a birthday, anniversary, or custom reminder\n" +
+				"- upcoming — Show upcoming birthdays and reminders\n" +
+				"- add_relationship — Link two contacts (spouse, colleague, etc.)\n" +
+				"- list_companies — List all companies\n" +
+				"- add_company — Create a new company\n" +
+				"- list_groups — List all groups\n" +
+				"- add_to_group — Add a contact to a group (creates group if needed)\n" +
+				"- remove_from_group — Remove a contact from a group\n" +
+				"- export_csv — Export all contacts as CSV\n" +
+				"- import_csv — Import contacts from CSV (with duplicate detection)\n\n" +
+				"**Interaction types:** call, meeting, email, note, gift, message\n\n" +
+				"When creating/updating contacts, capture: name, email, phone, company, birthday, tags, notes.\n" +
+				"Duplicate detection runs automatically on add_contact and import_csv (matches by email or name).",
+		};
+	});
+
+	// Helper to return text response
+	const text = (s: string) => ({ content: [{ type: "text" as const, text: s }], details: {} });
+
+	// ── search ──────────────────────────────────────────────────
+
+	pi.registerTool({
+		name: "crm",
+		label: "CRM",
+		description: "Search and manage contacts, companies, and interactions in the personal CRM.",
+		parameters: Type.Object({
+			action: StringEnum(
+				["search", "contact", "add_contact", "update_contact", "log_interaction", "add_reminder", "upcoming", "list_companies", "add_company", "add_relationship", "list_groups", "add_to_group", "remove_from_group", "delete_contact", "export_csv", "import_csv"] as const,
+				{ description: "CRM action to perform" },
+			),
+
+			// Search
+			query: Type.Optional(Type.String({ description: "Search query (for search action)" })),
+
+			// Contact lookup
+			contact_id: Type.Optional(Type.Number({ description: "Contact ID (for contact, update_contact, log_interaction, add_reminder)" })),
+			name: Type.Optional(Type.String({ description: "Contact name to search (for contact action as alternative to ID)" })),
+
+			// Add/update contact
+			first_name: Type.Optional(Type.String({ description: "First name (required for add_contact)" })),
+			last_name: Type.Optional(Type.String({ description: "Last name" })),
+			email: Type.Optional(Type.String({ description: "Primary email address" })),
+			phone: Type.Optional(Type.String({ description: "Primary phone number" })),
+			emails: Type.Optional(Type.Array(Type.Object({
+				value: Type.String({ description: "Email address" }),
+				label: Type.Optional(Type.String({ description: "Label, e.g. 'Work', 'Personal'" })),
+			}), { description: "Multiple emails with optional labels" })),
+			phones: Type.Optional(Type.Array(Type.Object({
+				value: Type.String({ description: "Phone number" }),
+				label: Type.Optional(Type.String({ description: "Label, e.g. 'Mobile', 'Work', 'Home'" })),
+			}), { description: "Multiple phones with optional labels" })),
+			company_id: Type.Optional(Type.Number({ description: "Company ID" })),
+			company_name: Type.Optional(Type.String({ description: "Company name (will create if doesn't exist)" })),
+			birthday: Type.Optional(Type.String({ description: "Birthday in YYYY-MM-DD format" })),
+			anniversary: Type.Optional(Type.String({ description: "Anniversary in YYYY-MM-DD format" })),
+			tags: Type.Optional(Type.String({ description: "Comma-separated tags" })),
+			notes: Type.Optional(Type.String({ description: "Notes about the contact" })),
+
+			// Log interaction
+			interaction_type: Type.Optional(
+				StringEnum(["call", "meeting", "email", "note", "gift", "message"] as const, {
+					description: "Type of interaction",
+				}),
+			),
+			summary: Type.Optional(Type.String({ description: "Interaction summary (required for log_interaction)" })),
+			interaction_notes: Type.Optional(Type.String({ description: "Detailed notes about the interaction" })),
+			happened_at: Type.Optional(Type.String({ description: "When it happened (ISO timestamp, defaults to now)" })),
+
+			// Add reminder
+			reminder_type: Type.Optional(
+				StringEnum(["birthday", "anniversary", "custom"] as const, {
+					description: "Type of reminder",
+				}),
+			),
+			reminder_date: Type.Optional(Type.String({ description: "Reminder date in YYYY-MM-DD format" })),
+			reminder_message: Type.Optional(Type.String({ description: "Custom reminder message" })),
+
+			// Upcoming
+			days: Type.Optional(Type.Number({ description: "Number of days ahead to look (default: 7)" })),
+
+			// Company
+			industry: Type.Optional(Type.String({ description: "Company industry" })),
+			website: Type.Optional(Type.String({ description: "Company website URL" })),
+
+			// Relationship
+			related_contact_id: Type.Optional(Type.Number({ description: "Related contact ID (for add_relationship)" })),
+			relationship_type: Type.Optional(Type.String({ description: "Relationship type: spouse, child, parent, colleague, friend, etc." })),
+
+			// Group
+			group_id: Type.Optional(Type.Number({ description: "Group ID (for add_to_group, remove_from_group)" })),
+			group_name: Type.Optional(Type.String({ description: "Group name (for list_groups with new group creation, or add_to_group by name)" })),
+			group_description: Type.Optional(Type.String({ description: "Group description (when creating a new group)" })),
+
+			// Import
+			csv_data: Type.Optional(Type.String({ description: "CSV text to import (for import_csv)" })),
+		}),
+
+		async execute(_toolCallId: string, params: any, _signal: any, _onUpdate: any, _ctx: any) {
+			let crm: ReturnType<typeof getCrmStore>;
+			try {
+				crm = getCrmStore();
+			} catch {
+				return text("❌ CRM not available (extension not loaded)");
+			}
+
+			try {
+				// ── search ──────────────────────────────────────────
+
+				if (params.action === "search") {
+					if (!params.query) {
+						return text("❌ query is required for search");
+					}
+
+					const contacts = await crm.searchContacts(params.query, 20);
+					const companies = await crm.searchCompanies(params.query, 10);
+
+					if (contacts.length === 0 && companies.length === 0) {
+						return text(`🔍 No results found for "${params.query}"`);
+					}
+
+					let result = `🔍 Search results for "${params.query}":\n\n`;
+
+					if (contacts.length > 0) {
+						result += `**Contacts (${contacts.length}):**\n`;
+						for (const c of contacts) {
+							const company = c.company_name ? ` @ ${c.company_name}` : "";
+							const email = c.email ? ` <${c.email}>` : "";
+							result += `- ${c.first_name} ${c.last_name || ""}${company}${email} (ID: ${c.id})\n`;
+						}
+					}
+
+					if (companies.length > 0) {
+						result += `\n**Companies (${companies.length}):**\n`;
+						for (const co of companies) {
+							const website = co.website ? ` — ${co.website}` : "";
+							result += `- ${co.name}${website} (ID: ${co.id})\n`;
+						}
+					}
+
+					return text(result.trim());
+				}
+
+				// ── contact ─────────────────────────────────────────
+
+				if (params.action === "contact") {
+					let contact = null;
+
+					if (params.contact_id) {
+						contact = await crm.getContact(params.contact_id);
+					} else if (params.name) {
+						// Search by name
+						const results = await crm.searchContacts(params.name, 5);
+						if (results.length === 0) {
+							return text(`❌ No contact found matching "${params.name}"`);
+						}
+						if (results.length > 1) {
+							let list = `🔍 Multiple contacts found for "${params.name}":\n\n`;
+							for (const c of results) {
+								list += `- ${c.first_name} ${c.last_name || ""} (${c.email || "no email"}) — ID: ${c.id}\n`;
+							}
+							list += `\nPlease specify contact_id.`;
+							return text(list);
+						}
+						contact = results[0];
+					} else {
+						return text("❌ Either contact_id or name is required");
+					}
+
+					if (!contact) {
+						return text(`❌ Contact not found`);
+					}
+
+					// Build contact card
+					let card = `👤 **${contact.first_name} ${contact.last_name || ""}**\n\n`;
+
+					if (contact.emails && contact.emails.length > 0) {
+						for (const e of contact.emails) {
+							card += `📧 ${e.value}${e.label ? ` (${e.label})` : ""}\n`;
+						}
+					} else if (contact.email) {
+						card += `📧 ${contact.email}\n`;
+					}
+					if (contact.phones && contact.phones.length > 0) {
+						for (const p of contact.phones) {
+							card += `📞 ${p.value}${p.label ? ` (${p.label})` : ""}\n`;
+						}
+					} else if (contact.phone) {
+						card += `📞 ${contact.phone}\n`;
+					}
+					if (contact.company_name) card += `🏢 ${contact.company_name}\n`;
+					if (contact.birthday) card += `🎂 Birthday: ${contact.birthday}\n`;
+					if (contact.anniversary) card += `💍 Anniversary: ${contact.anniversary}\n`;
+					if (contact.tags) card += `🏷️  Tags: ${contact.tags}\n`;
+					if (contact.notes) card += `\n📝 **Notes:**\n${contact.notes}\n`;
+
+					// Recent interactions
+					const interactions = await crm.getInteractions(contact.id);
+					if (interactions.length > 0) {
+						card += `\n**Recent Interactions (${interactions.length}):**\n`;
+						const recent = interactions.slice(0, 5);
+						for (const i of recent) {
+							const date = new Date(i.happened_at).toLocaleDateString();
+							card += `- ${i.interaction_type} (${date}): ${i.summary}\n`;
+							if (i.notes) card += `  ${i.notes}\n`;
+						}
+					}
+
+					// Relationships
+					const relationships = await crm.getRelationships(contact.id);
+					if (relationships.length > 0) {
+						card += `\n**Relationships:**\n`;
+						for (const r of relationships) {
+							card += `- ${r.relationship_type}: ${r.first_name} ${r.last_name}\n`;
+						}
+					}
+
+					// Reminders
+					const reminders = await crm.getReminders(contact.id);
+					if (reminders.length > 0) {
+						card += `\n**Reminders:**\n`;
+						for (const r of reminders) {
+							card += `- ${r.reminder_type}: ${r.reminder_date}`;
+							if (r.message) card += ` — ${r.message}`;
+							card += `\n`;
+						}
+					}
+
+					// Groups
+					const groups = await crm.getContactGroups(contact.id);
+					if (groups.length > 0) {
+						card += `\n**Groups:**\n`;
+						for (const g of groups) {
+							card += `- ${g.name}`;
+							if (g.description) card += ` — ${g.description}`;
+							card += `\n`;
+						}
+					}
+
+					card += `\n_Contact ID: ${contact.id}_`;
+
+					return text(card.trim());
+				}
+
+				// ── add_contact ─────────────────────────────────────
+
+				if (params.action === "add_contact") {
+					if (!params.first_name) {
+						return text("❌ first_name is required");
+					}
+
+					// Check for duplicates
+					const dupes = await crm.findDuplicates({
+						email: params.email,
+						first_name: params.first_name,
+						last_name: params.last_name,
+					});
+					if (dupes.length > 0) {
+						const dupeList = dupes
+							.map(d => `- ${d.first_name} ${d.last_name || ""} (${d.email || "no email"}, ID: ${d.id})`)
+							.join("\n");
+						return text(
+							`⚠️ Possible duplicate(s) found:\n${dupeList}\n\n` +
+							`Use update_contact to modify an existing contact, or add with a distinguishing detail.`,
+						);
+					}
+
+					// Handle company by name
+					let company_id = params.company_id;
+					if (params.company_name && !company_id) {
+						const companies = await crm.searchCompanies(params.company_name, 1);
+						if (companies.length > 0) {
+							company_id = companies[0].id;
+						} else {
+							// Create company
+							const newCompany = await crm.createCompany({ name: params.company_name });
+							company_id = newCompany.id;
+						}
+					}
+
+					const contact = await crm.createContact({
+						first_name: params.first_name,
+						last_name: params.last_name,
+						email: params.email,
+						phone: params.phone,
+						emails: params.emails,
+						phones: params.phones,
+						company_id,
+						birthday: params.birthday,
+						anniversary: params.anniversary,
+						tags: params.tags,
+						notes: params.notes,
+					});
+
+					return text(
+						`✅ Created contact: ${contact.first_name} ${contact.last_name || ""} (ID: ${contact.id})`,
+					);
+				}
+
+				// ── update_contact ──────────────────────────────────
+
+				if (params.action === "update_contact") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+
+					const updated = await crm.updateContact(params.contact_id, {
+						first_name: params.first_name,
+						last_name: params.last_name,
+						email: params.email,
+						phone: params.phone,
+						emails: params.emails,
+						phones: params.phones,
+						company_id: params.company_id,
+						birthday: params.birthday,
+						anniversary: params.anniversary,
+						tags: params.tags,
+						notes: params.notes,
+					});
+
+					if (!updated) {
+						return text(`❌ Contact ${params.contact_id} not found`);
+					}
+
+					return text(`✅ Updated contact: ${updated.first_name} ${updated.last_name || ""}`);
+				}
+
+				// ── log_interaction ─────────────────────────────────
+
+				if (params.action === "log_interaction") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+					if (!params.summary) {
+						return text("❌ summary is required");
+					}
+					if (!params.interaction_type) {
+						return text("❌ interaction_type is required (call, meeting, email, note, gift, message)");
+					}
+
+					const interaction = await crm.createInteraction({
+						contact_id: params.contact_id,
+						interaction_type: params.interaction_type,
+						summary: params.summary,
+						notes: params.interaction_notes,
+						happened_at: params.happened_at,
+					});
+
+					const contact = await crm.getContact(params.contact_id);
+					const contactName = contact ? `${contact.first_name} ${contact.last_name || ""}` : `ID ${params.contact_id}`;
+
+					return text(
+						`✅ Logged ${params.interaction_type} with ${contactName}: ${params.summary}`,
+					);
+				}
+
+				// ── add_reminder ────────────────────────────────────
+
+				if (params.action === "add_reminder") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+					if (!params.reminder_type) {
+						return text("❌ reminder_type is required (birthday, anniversary, custom)");
+					}
+					if (!params.reminder_date) {
+						return text("❌ reminder_date is required (YYYY-MM-DD)");
+					}
+
+					const reminder = await crm.createReminder({
+						contact_id: params.contact_id,
+						reminder_type: params.reminder_type,
+						reminder_date: params.reminder_date,
+						message: params.reminder_message,
+					});
+
+					const contact = await crm.getContact(params.contact_id);
+					const contactName = contact ? `${contact.first_name} ${contact.last_name || ""}` : `ID ${params.contact_id}`;
+
+					return text(
+						`✅ Added ${params.reminder_type} reminder for ${contactName} on ${params.reminder_date}`,
+					);
+				}
+
+				// ── upcoming ────────────────────────────────────────
+
+				if (params.action === "upcoming") {
+					const days = params.days ?? 7;
+					const reminders = await crm.getUpcomingReminders(days);
+
+					if (reminders.length === 0) {
+						return text(`📅 No upcoming reminders in the next ${days} days`);
+					}
+
+					let result = `📅 Upcoming reminders (next ${days} days):\n\n`;
+					for (const r of reminders) {
+						const name = `${r.first_name} ${r.last_name || ""}`;
+						result += `- ${r.reminder_date}: ${r.reminder_type} — ${name}`;
+						if (r.message) result += ` (${r.message})`;
+						result += `\n`;
+					}
+
+					return text(result.trim());
+				}
+
+				// ── list_companies ──────────────────────────────────
+
+				if (params.action === "list_companies") {
+					const companies = await crm.getCompanies();
+
+					if (companies.length === 0) {
+						return text("🏢 No companies in CRM");
+					}
+
+					let result = `🏢 Companies (${companies.length}):\n\n`;
+					for (const co of companies) {
+						const website = co.website ? ` — ${co.website}` : "";
+						const industry = co.industry ? ` [${co.industry}]` : "";
+						result += `- ${co.name}${industry}${website} (ID: ${co.id})\n`;
+					}
+
+					return text(result.trim());
+				}
+
+				// ── add_company ─────────────────────────────────────
+
+				if (params.action === "add_company") {
+					if (!params.company_name) {
+						return text("❌ company_name is required");
+					}
+
+					let website: string | undefined;
+					try { website = sanitizeUrl(params.website); }
+					catch (e: any) { return text(`❌ ${e.message}`); }
+
+					const company = await crm.createCompany({
+						name: params.company_name,
+						website,
+						industry: params.industry,
+						notes: params.notes,
+					});
+
+					return text(`✅ Created company: ${company.name} (ID: ${company.id})`);
+				}
+
+				// ── delete_contact ──────────────────────────────────
+
+				if (params.action === "delete_contact") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+
+					const contact = await crm.getContact(params.contact_id);
+					if (!contact) {
+						return text(`❌ Contact ${params.contact_id} not found`);
+					}
+
+					const name = `${contact.first_name} ${contact.last_name || ""}`.trim();
+					await crm.deleteContact(params.contact_id);
+					return text(`✅ Deleted contact: ${name} (ID: ${params.contact_id})`);
+				}
+
+				// ── add_relationship ────────────────────────────────
+
+				if (params.action === "add_relationship") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+					if (!params.related_contact_id) {
+						return text("❌ related_contact_id is required");
+					}
+					if (!params.relationship_type) {
+						return text("❌ relationship_type is required (e.g. spouse, colleague, friend, parent, child)");
+					}
+
+					const relationship = await crm.createRelationship({
+						contact_id: params.contact_id,
+						related_contact_id: params.related_contact_id,
+						relationship_type: params.relationship_type,
+						notes: params.notes,
+					});
+
+					const c1 = await crm.getContact(params.contact_id);
+					const c2 = await crm.getContact(params.related_contact_id);
+					const name1 = c1 ? `${c1.first_name} ${c1.last_name || ""}`.trim() : `ID ${params.contact_id}`;
+					const name2 = c2 ? `${c2.first_name} ${c2.last_name || ""}`.trim() : `ID ${params.related_contact_id}`;
+
+					return text(`✅ Added relationship: ${name1} ↔ ${name2} (${params.relationship_type})`);
+				}
+
+				// ── list_groups ─────────────────────────────────────
+
+				if (params.action === "list_groups") {
+					const groups = await crm.getGroups();
+
+					if (groups.length === 0) {
+						return text("📂 No groups in CRM");
+					}
+
+					let result = `📂 Groups (${groups.length}):\n\n`;
+					for (const g of groups) {
+						const members = await crm.getGroupMembers(g.id);
+						const desc = g.description ? ` — ${g.description}` : "";
+						result += `- ${g.name}${desc} (${members.length} members, ID: ${g.id})\n`;
+					}
+
+					return text(result.trim());
+				}
+
+				// ── add_to_group ────────────────────────────────────
+
+				if (params.action === "add_to_group") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+
+					let groupId = params.group_id;
+
+					// Resolve group by name, create if needed
+					if (!groupId && params.group_name) {
+						const groups = await crm.getGroups();
+						const existing = groups.find(g => g.name.toLowerCase() === params.group_name.toLowerCase());
+						if (existing) {
+							groupId = existing.id;
+						} else {
+							const newGroup = await crm.createGroup({
+								name: params.group_name,
+								description: params.group_description,
+							});
+							groupId = newGroup.id;
+						}
+					}
+
+					if (!groupId) {
+						return text("❌ group_id or group_name is required");
+					}
+
+					await crm.addGroupMember(groupId, params.contact_id);
+
+					const contact = await crm.getContact(params.contact_id);
+					const contactName = contact ? `${contact.first_name} ${contact.last_name || ""}`.trim() : `ID ${params.contact_id}`;
+					const groups = await crm.getGroups();
+					const group = groups.find(g => g.id === groupId);
+					const groupName = group ? group.name : `ID ${groupId}`;
+
+					return text(`✅ Added ${contactName} to group "${groupName}"`);
+				}
+
+				// ── remove_from_group ───────────────────────────────
+
+				if (params.action === "remove_from_group") {
+					if (!params.contact_id) {
+						return text("❌ contact_id is required");
+					}
+
+					let groupId = params.group_id;
+
+					// Resolve group by name
+					if (!groupId && params.group_name) {
+						const groups = await crm.getGroups();
+						const existing = groups.find(g => g.name.toLowerCase() === params.group_name.toLowerCase());
+						if (existing) {
+							groupId = existing.id;
+						}
+					}
+
+					if (!groupId) {
+						return text("❌ group_id or group_name is required");
+					}
+
+					const ok = await crm.removeGroupMember(groupId, params.contact_id);
+
+					if (!ok) {
+						return text("❌ Contact is not in that group");
+					}
+
+					const contact = await crm.getContact(params.contact_id);
+					const contactName = contact ? `${contact.first_name} ${contact.last_name || ""}`.trim() : `ID ${params.contact_id}`;
+					const groups = await crm.getGroups();
+					const group = groups.find(g => g.id === groupId);
+					const groupName = group ? group.name : `ID ${groupId}`;
+
+					return text(`✅ Removed ${contactName} from group "${groupName}"`);
+				}
+
+				// ── export_csv ──────────────────────────────────────
+
+				if (params.action === "export_csv") {
+					const csv = await crm.exportContactsCsv();
+					const lines = csv.split("\n");
+					return text(
+						`📊 Exported ${lines.length - 1} contact(s) as CSV:\n\n\`\`\`csv\n${csv}\n\`\`\``,
+					);
+				}
+
+				// ── import_csv ──────────────────────────────────────
+
+				if (params.action === "import_csv") {
+					if (!params.csv_data) {
+						return text("❌ csv_data is required (CSV text with header row)");
+					}
+
+					const result = await crm.importContactsCsv(params.csv_data);
+
+					let msg = `📊 Import complete:\n✅ Created: ${result.created}\n⏭ Skipped: ${result.skipped}`;
+
+					if (result.duplicates.length > 0) {
+						msg += `\n\n⚠️ Duplicates found (skipped):`;
+						for (const d of result.duplicates) {
+							msg += `\n- Row ${d.row}: "${d.incoming}" matches ${d.existing.first_name} ${d.existing.last_name || ""} (ID: ${d.existing.id})`;
+						}
+					}
+
+					if (result.errors.length > 0) {
+						msg += `\n\n❌ Errors:\n${result.errors.map(e => `- ${e}`).join("\n")}`;
+					}
+
+					return text(msg);
+				}
+
+				return text(`❌ Unknown action: ${params.action}`);
+			} catch (error: any) {
+				return text(`❌ CRM error: ${error.message}`);
+			}
+		},
+	});
+}