@ebowwa/crm 0.1.0

package/src/mcp/tools/handlers.ts

@@ -0,0 +1,805 @@
+/**
+ * MCP Tool handlers for CRM operations
+ */
+
+import { CRMStorageClient } from '../storage/client.js';
+import type { ToolInput, ToolOutput } from './types.js';
+import { CRMError, NotFoundError } from '../storage/types.js';
+import type { Contact, Deal, Activity, Media, Note, Tag, Company } from '../../core/types.js';
+
+/**
+ * Tool handlers class containing all MCP tool implementations
+ */
+export class ToolHandlers {
+  constructor(private storage: CRMStorageClient) {}
+
+  // ============================================================================
+  // Contact Handlers
+  // ============================================================================
+
+  async createContact(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const name = input.name as string | undefined;
+      if (!name) {
+        return { success: false, error: 'Contact name is required' };
+      }
+
+      const now = new Date().toISOString();
+      const contact = await this.storage.insert<Contact>('contacts', {
+        name,
+        firstName: input.firstName as string | undefined,
+        lastName: input.lastName as string | undefined,
+        emails: (input.emails as Contact['emails']) ?? [],
+        phones: (input.phones as Contact['phones']) ?? [],
+        addresses: [],
+        socialProfiles: [],
+        company: input.company as string | undefined,
+        title: input.title as string | undefined,
+        department: undefined,
+        website: undefined,
+        tags: (input.tags as string[]) ?? [],
+        customFields: [],
+        source: input.source as Contact['source'],
+        status: (input.status as Contact['status']) ?? 'lead',
+        ownerId: undefined,
+        avatar: undefined,
+        preferredContact: undefined,
+        language: undefined,
+        timezone: undefined,
+        preferences: undefined,
+        leadScore: undefined,
+        doNotContact: false,
+        lastContactedAt: undefined,
+        nextFollowUpAt: undefined,
+      });
+
+      return { success: true, data: contact };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getContact(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Contact ID is required' };
+      }
+
+      const contact = this.storage.get<Contact>('contacts', id);
+      if (!contact) {
+        return { success: false, error: `Contact not found: ${id}` };
+      }
+
+      return { success: true, data: contact };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async updateContact(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Contact ID is required' };
+      }
+
+      const updates: Partial<Contact> = {};
+      if (input.name !== undefined) updates.name = input.name as string;
+      if (input.firstName !== undefined) updates.firstName = input.firstName as string;
+      if (input.lastName !== undefined) updates.lastName = input.lastName as string;
+      if (input.emails !== undefined) updates.emails = input.emails as Contact['emails'];
+      if (input.phones !== undefined) updates.phones = input.phones as Contact['phones'];
+      if (input.company !== undefined) updates.company = input.company as string;
+      if (input.title !== undefined) updates.title = input.title as string;
+      if (input.tags !== undefined) updates.tags = input.tags as string[];
+      if (input.status !== undefined) updates.status = input.status as Contact['status'];
+
+      const contact = await this.storage.update<Contact>('contacts', id, updates);
+      return { success: true, data: contact };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteContact(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Contact ID is required' };
+      }
+
+      const deleted = await this.storage.delete('contacts', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listContacts(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const limit = (input.limit as number) ?? 20;
+      const offset = (input.offset as number) ?? 0;
+
+      const contacts = this.storage.list<Contact>('contacts', { limit, offset });
+      const total = this.storage.count('contacts');
+
+      return { success: true, data: { contacts, total } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async searchContacts(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const email = input.email as string | undefined;
+      if (!email) {
+        return { success: false, error: 'Email is required' };
+      }
+
+      const contacts = this.storage.findByIndex<Contact>('contacts_by_email', email.toLowerCase());
+      return { success: true, data: { contacts } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Deal Handlers
+  // ============================================================================
+
+  async createDeal(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const title = input.title as string | undefined;
+      const contactId = input.contactId as string | undefined;
+      const value = input.value as number | undefined;
+      const expectedClose = input.expectedClose as string | undefined;
+
+      if (!title) return { success: false, error: 'Deal title is required' };
+      if (!contactId) return { success: false, error: 'Contact ID is required' };
+      if (value === undefined) return { success: false, error: 'Deal value is required' };
+      if (!expectedClose) return { success: false, error: 'Expected close date is required' };
+
+      const deal = await this.storage.insert<Deal>('deals', {
+        title,
+        contactId,
+        companyId: undefined,
+        value,
+        currency: (input.currency as Deal['currency']) ?? 'USD',
+        stage: (input.stage as Deal['stage']) ?? 'prospecting',
+        probability: (input.probability as number) ?? 0,
+        expectedClose,
+        actualClose: undefined,
+        priority: (input.priority as Deal['priority']) ?? 'medium',
+        lineItems: [],
+        discount: undefined,
+        discountType: undefined,
+        totalValue: value,
+        notes: (input.notes as string) ?? '',
+        tags: (input.tags as string[]) ?? [],
+        competitors: [],
+        lossReason: undefined,
+        nextSteps: undefined,
+        ownerId: undefined,
+        source: undefined,
+        customFields: [],
+        lastActivityAt: undefined,
+      });
+
+      return { success: true, data: deal };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getDeal(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Deal ID is required' };
+      }
+
+      const deal = this.storage.get<Deal>('deals', id);
+      if (!deal) {
+        return { success: false, error: `Deal not found: ${id}` };
+      }
+
+      return { success: true, data: deal };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async updateDeal(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Deal ID is required' };
+      }
+
+      const updates: Partial<Deal> = {};
+      if (input.title !== undefined) updates.title = input.title as string;
+      if (input.value !== undefined) updates.value = input.value as number;
+      if (input.stage !== undefined) updates.stage = input.stage as Deal['stage'];
+      if (input.probability !== undefined) updates.probability = input.probability as number;
+      if (input.expectedClose !== undefined) updates.expectedClose = input.expectedClose as string;
+      if (input.actualClose !== undefined) updates.actualClose = input.actualClose as string;
+      if (input.priority !== undefined) updates.priority = input.priority as Deal['priority'];
+      if (input.notes !== undefined) updates.notes = input.notes as string;
+      if (input.tags !== undefined) updates.tags = input.tags as string[];
+
+      const deal = await this.storage.update<Deal>('deals', id, updates);
+      return { success: true, data: deal };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteDeal(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Deal ID is required' };
+      }
+
+      const deleted = await this.storage.delete('deals', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listDeals(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const limit = (input.limit as number) ?? 20;
+      const offset = (input.offset as number) ?? 0;
+
+      const deals = this.storage.list<Deal>('deals', { limit, offset });
+      const total = this.storage.count('deals');
+
+      return { success: true, data: { deals, total } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getDealsByStage(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const stage = input.stage as string | undefined;
+      if (!stage) {
+        return { success: false, error: 'Stage is required' };
+      }
+
+      const deals = this.storage.findByIndex<Deal>('deals_by_stage', stage);
+      return { success: true, data: { deals } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Activity Handlers
+  // ============================================================================
+
+  async createActivity(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const type = input.type as string | undefined;
+      const title = input.title as string | undefined;
+      if (!type) return { success: false, error: 'Activity type is required' };
+      if (!title) return { success: false, error: 'Activity title is required' };
+
+      const activity = await this.storage.insert<Activity>('activities', {
+        contactId: input.contactId as string | undefined,
+        dealId: input.dealId as string | undefined,
+        type: type as Activity['type'],
+        title,
+        description: (input.description as string) ?? '',
+        timestamp: (input.timestamp as string) ?? new Date().toISOString(),
+        duration: input.duration as number | undefined,
+        metadata: (input.metadata as Activity['metadata']) ?? {},
+        createdBy: undefined,
+        tags: (input.tags as string[]) ?? [],
+        customFields: [],
+      });
+
+      return { success: true, data: activity };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getActivity(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Activity ID is required' };
+      }
+
+      const activity = this.storage.get<Activity>('activities', id);
+      if (!activity) {
+        return { success: false, error: `Activity not found: ${id}` };
+      }
+
+      return { success: true, data: activity };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listActivities(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const limit = (input.limit as number) ?? 20;
+      const offset = (input.offset as number) ?? 0;
+
+      const activities = this.storage.list<Activity>('activities', { limit, offset });
+      const total = this.storage.count('activities');
+
+      return { success: true, data: { activities, total } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteActivity(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Activity ID is required' };
+      }
+
+      const deleted = await this.storage.delete('activities', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Media Handlers
+  // ============================================================================
+
+  async uploadMedia(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const entityType = input.entityType as Media['entityType'];
+      const entityId = input.entityId as string;
+      const type = input.type as Media['type'];
+      const filename = input.filename as string;
+      const mimeType = input.mimeType as string;
+      const size = input.size as number;
+      const url = input.url as string;
+
+      if (!entityType || !entityId || !type || !filename || !mimeType || size === undefined || !url) {
+        return { success: false, error: 'Missing required media fields' };
+      }
+
+      const media = await this.storage.insert<Media>('media', {
+        entityType,
+        entityId,
+        type,
+        filename,
+        mimeType,
+        size,
+        url,
+        thumbnailUrl: input.thumbnailUrl as string | undefined,
+        metadata: (input.metadata as Media['metadata']) ?? {},
+        altText: input.altText as string | undefined,
+        caption: input.caption as string | undefined,
+        isPublic: (input.isPublic as boolean) ?? false,
+        downloadCount: 0,
+        uploadedBy: undefined,
+        expiresAt: undefined,
+      });
+
+      return { success: true, data: media };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getMedia(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Media ID is required' };
+      }
+
+      const media = this.storage.get<Media>('media', id);
+      if (!media) {
+        return { success: false, error: `Media not found: ${id}` };
+      }
+
+      return { success: true, data: media };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listMedia(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const entityId = input.entityId as string;
+      if (!entityId) {
+        return { success: false, error: 'Entity ID is required' };
+      }
+
+      const media = this.storage.findByIndex<Media>('media_by_entity', entityId);
+      return { success: true, data: { media } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteMedia(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Media ID is required' };
+      }
+
+      const deleted = await this.storage.delete('media', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Note Handlers
+  // ============================================================================
+
+  async createNote(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const content = input.content as string;
+      if (!content) {
+        return { success: false, error: 'Note content is required' };
+      }
+
+      const note = await this.storage.insert<Note>('notes', {
+        contactId: input.contactId as string | undefined,
+        dealId: input.dealId as string | undefined,
+        activityId: undefined,
+        content,
+        format: (input.format as Note['format']) ?? 'markdown',
+        title: input.title as string | undefined,
+        visibility: (input.visibility as Note['visibility']) ?? 'team',
+        createdBy: undefined,
+        pinned: (input.pinned as boolean) ?? false,
+        tags: (input.tags as string[]) ?? [],
+        mediaIds: [],
+      });
+
+      return { success: true, data: note };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getNote(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Note ID is required' };
+      }
+
+      const note = this.storage.get<Note>('notes', id);
+      if (!note) {
+        return { success: false, error: `Note not found: ${id}` };
+      }
+
+      return { success: true, data: note };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async updateNote(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Note ID is required' };
+      }
+
+      const updates: Partial<Note> = {};
+      if (input.content !== undefined) updates.content = input.content as string;
+      if (input.title !== undefined) updates.title = input.title as string;
+      if (input.visibility !== undefined) updates.visibility = input.visibility as Note['visibility'];
+      if (input.pinned !== undefined) updates.pinned = input.pinned as boolean;
+      if (input.tags !== undefined) updates.tags = input.tags as string[];
+
+      const note = await this.storage.update<Note>('notes', id, updates);
+      return { success: true, data: note };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteNote(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Note ID is required' };
+      }
+
+      const deleted = await this.storage.delete('notes', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listNotes(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const limit = (input.limit as number) ?? 20;
+      const offset = (input.offset as number) ?? 0;
+
+      const notes = this.storage.list<Note>('notes', { limit, offset });
+      const total = this.storage.count('notes');
+
+      return { success: true, data: { notes, total } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Tag Handlers
+  // ============================================================================
+
+  async createTag(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const name = input.name as string;
+      const label = input.label as string;
+      const color = input.color as string;
+
+      if (!name || !label || !color) {
+        return { success: false, error: 'Tag name, label, and color are required' };
+      }
+
+      const tag = await this.storage.insert<Tag>('tags', {
+        name,
+        label,
+        color,
+        category: (input.category as Tag['category']) ?? 'general',
+        description: input.description as string | undefined,
+        icon: input.icon as string | undefined,
+        usageCount: 0,
+        parentId: input.parentId as string | undefined,
+      });
+
+      return { success: true, data: tag };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getTag(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      const name = input.name as string | undefined;
+
+      if (id) {
+        const tag = this.storage.get<Tag>('tags', id);
+        if (!tag) {
+          return { success: false, error: `Tag not found: ${id}` };
+        }
+        return { success: true, data: tag };
+      }
+
+      if (name) {
+        const tags = this.storage.search<Tag>('tags', 'name', name);
+        if (tags.length === 0) {
+          return { success: false, error: `Tag not found: ${name}` };
+        }
+        return { success: true, data: tags[0] };
+      }
+
+      return { success: false, error: 'Either id or name is required' };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listTags(input: ToolInput): Promise<ToolOutput> {
+    try {
+      let tags = this.storage.list<Tag>('tags', { limit: 100, offset: 0 });
+
+      if (input.category && typeof input.category === 'string') {
+        tags = tags.filter((t) => t.category === input.category);
+      }
+
+      return { success: true, data: { tags } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteTag(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Tag ID is required' };
+      }
+
+      const deleted = await this.storage.delete('tags', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Company Handlers
+  // ============================================================================
+
+  async createCompany(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const name = input.name as string;
+      if (!name) {
+        return { success: false, error: 'Company name is required' };
+      }
+
+      const company = await this.storage.insert<Company>('companies', {
+        name,
+        website: input.website as string | undefined,
+        industry: input.industry as Company['industry'],
+        size: input.size as Company['size'],
+        employeeCount: input.employeeCount as number | undefined,
+        annualRevenue: input.annualRevenue as number | undefined,
+        currency: undefined,
+        address: undefined,
+        phone: undefined,
+        emailDomain: undefined,
+        linkedInUrl: undefined,
+        tags: (input.tags as string[]) ?? [],
+        customFields: [],
+        ownerId: undefined,
+        notes: undefined,
+      });
+
+      return { success: true, data: company };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getCompany(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Company ID is required' };
+      }
+
+      const company = this.storage.get<Company>('companies', id);
+      if (!company) {
+        return { success: false, error: `Company not found: ${id}` };
+      }
+
+      return { success: true, data: company };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async updateCompany(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Company ID is required' };
+      }
+
+      const updates: Partial<Company> = {};
+      if (input.name !== undefined) updates.name = input.name as string;
+      if (input.website !== undefined) updates.website = input.website as string;
+      if (input.industry !== undefined) updates.industry = input.industry as Company['industry'];
+      if (input.size !== undefined) updates.size = input.size as Company['size'];
+      if (input.employeeCount !== undefined) updates.employeeCount = input.employeeCount as number;
+      if (input.annualRevenue !== undefined) updates.annualRevenue = input.annualRevenue as number;
+      if (input.tags !== undefined) updates.tags = input.tags as string[];
+
+      const company = await this.storage.update<Company>('companies', id, updates);
+      return { success: true, data: company };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async deleteCompany(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const id = input.id as string | undefined;
+      if (!id) {
+        return { success: false, error: 'Company ID is required' };
+      }
+
+      const deleted = await this.storage.delete('companies', id);
+      return { success: true, data: { id, deleted } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async listCompanies(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const limit = (input.limit as number) ?? 20;
+      const offset = (input.offset as number) ?? 0;
+
+      let companies = this.storage.list<Company>('companies', { limit, offset });
+
+      if (input.industry && typeof input.industry === 'string') {
+        companies = companies.filter((c) => c.industry === input.industry);
+      }
+
+      const total = this.storage.count('companies');
+
+      return { success: true, data: { companies, total } };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Stats & Dashboard Handlers
+  // ============================================================================
+
+  async getStats(): Promise<ToolOutput> {
+    try {
+      const stats = this.storage.getStats();
+      return { success: true, data: stats };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  async getDashboard(input: ToolInput): Promise<ToolOutput> {
+    try {
+      const stats = this.storage.getStats();
+
+      // Get deals by stage
+      const stages = ['prospecting', 'qualification', 'needs_analysis', 'proposal', 'negotiation', 'closed_won', 'closed_lost'];
+      const dealsByStage: Record<string, number> = {};
+
+      for (const stage of stages) {
+        const deals = this.storage.findByIndex<Deal>('deals_by_stage', stage);
+        dealsByStage[stage] = deals.length;
+      }
+
+      // Get recent activities
+      const recentActivities = this.storage.list<Activity>('activities', { limit: 10, offset: 0 });
+
+      return {
+        success: true,
+        data: {
+          stats,
+          dealsByStage,
+          recentActivities,
+        },
+      };
+    } catch (error) {
+      return this.handleError(error);
+    }
+  }
+
+  // ============================================================================
+  // Error Handling
+  // ============================================================================
+
+  private handleError(error: unknown): ToolOutput {
+    if (error instanceof CRMError) {
+      return {
+        success: false,
+        error: error.message,
+        metadata: { code: error.code },
+      };
+    }
+
+    if (error instanceof Error) {
+      return {
+        success: false,
+        error: error.message,
+      };
+    }
+
+    return {
+      success: false,
+      error: String(error),
+    };
+  }
+}