@elevasis/core 0.23.0 → 0.24.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.d.ts +1326 -552
- package/dist/index.js +869 -154
- package/dist/knowledge/index.d.ts +487 -209
- package/dist/knowledge/index.js +104 -1
- package/dist/organization-model/index.d.ts +1326 -552
- package/dist/organization-model/index.js +869 -154
- package/dist/test-utils/index.d.ts +357 -72
- package/dist/test-utils/index.js +795 -142
- package/package.json +5 -5
- package/src/README.md +14 -14
- package/src/__tests__/publish.test.ts +24 -24
- package/src/__tests__/template-core-compatibility.test.ts +9 -12
- package/src/_gen/__tests__/__snapshots__/contracts.md.snap +2102 -2096
- package/src/_gen/__tests__/scaffold-contracts.test.ts +30 -30
- package/src/auth/multi-tenancy/credentials/__tests__/encryption.test.ts +217 -217
- package/src/auth/multi-tenancy/credentials/server/encryption.ts +69 -69
- package/src/auth/multi-tenancy/credentials/server/kek-loader.ts +37 -37
- package/src/auth/multi-tenancy/index.ts +26 -26
- package/src/auth/multi-tenancy/invitations/api-schemas.ts +104 -104
- package/src/auth/multi-tenancy/memberships/api-schemas.ts +143 -143
- package/src/auth/multi-tenancy/memberships/index.ts +26 -26
- package/src/auth/multi-tenancy/memberships/membership.ts +130 -130
- package/src/auth/multi-tenancy/organizations/__tests__/api-schemas.test.ts +194 -194
- package/src/auth/multi-tenancy/organizations/api-schemas.ts +136 -136
- package/src/auth/multi-tenancy/permissions.test.ts +42 -42
- package/src/auth/multi-tenancy/permissions.ts +123 -123
- package/src/auth/multi-tenancy/role-management/api-schemas.ts +78 -78
- package/src/auth/multi-tenancy/role-management/index.ts +16 -16
- package/src/auth/multi-tenancy/theme-presets.ts +45 -45
- package/src/auth/multi-tenancy/types.ts +57 -57
- package/src/auth/multi-tenancy/users/api-schemas.ts +165 -165
- package/src/business/README.md +2 -2
- package/src/business/acquisition/activity-events.test.ts +250 -250
- package/src/business/acquisition/activity-events.ts +93 -93
- package/src/business/acquisition/api-schemas.test.ts +1883 -1843
- package/src/business/acquisition/api-schemas.ts +1492 -1497
- package/src/business/acquisition/build-templates.test.ts +240 -240
- package/src/business/acquisition/build-templates.ts +98 -98
- package/src/business/acquisition/crm-next-action.test.ts +262 -262
- package/src/business/acquisition/crm-next-action.ts +220 -220
- package/src/business/acquisition/crm-priority.test.ts +216 -216
- package/src/business/acquisition/crm-priority.ts +349 -349
- package/src/business/acquisition/crm-state-actions.test.ts +153 -153
- package/src/business/acquisition/deal-ownership.test.ts +351 -351
- package/src/business/acquisition/deal-ownership.ts +120 -120
- package/src/business/acquisition/derive-actions.test.ts +129 -104
- package/src/business/acquisition/derive-actions.ts +74 -84
- package/src/business/acquisition/index.ts +171 -170
- package/src/business/acquisition/ontology-validation.ts +309 -0
- package/src/business/acquisition/stateful.ts +30 -30
- package/src/business/acquisition/types.ts +396 -396
- package/src/business/clients/api-schemas.test.ts +115 -115
- package/src/business/clients/api-schemas.ts +158 -158
- package/src/business/clients/index.ts +1 -1
- package/src/business/crm/api-schemas.ts +40 -40
- package/src/business/crm/index.ts +1 -1
- package/src/business/deals/api-schemas.ts +87 -87
- package/src/business/deals/index.ts +1 -1
- package/src/business/index.ts +5 -5
- package/src/business/projects/types.ts +144 -144
- package/src/commands/queue/types/task.ts +15 -15
- package/src/execution/core/runner-types.ts +61 -61
- package/src/execution/core/sse-executions.ts +7 -7
- package/src/execution/engine/__tests__/fixtures/test-agents.ts +10 -10
- package/src/execution/engine/agent/core/__tests__/agent.test.ts +16 -16
- package/src/execution/engine/agent/core/__tests__/error-passthrough.test.ts +4 -4
- package/src/execution/engine/agent/core/types.ts +25 -25
- package/src/execution/engine/agent/index.ts +6 -6
- package/src/execution/engine/agent/reasoning/__tests__/request-builder.test.ts +24 -24
- package/src/execution/engine/index.ts +443 -443
- package/src/execution/engine/tools/integration/server/adapters/apify/__tests__/apify-run-actor.integration.test.ts +298 -298
- package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.test.ts +55 -55
- package/src/execution/engine/tools/integration/server/adapters/apify/apify-adapter.ts +107 -107
- package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.test.ts +48 -48
- package/src/execution/engine/tools/integration/server/adapters/apollo/apollo-adapter.ts +99 -99
- package/src/execution/engine/tools/integration/server/adapters/apollo/index.ts +1 -1
- package/src/execution/engine/tools/integration/server/adapters/attio/__tests__/attio-crud.integration.test.ts +363 -363
- package/src/execution/engine/tools/integration/server/adapters/attio/fetch/get-record/index.test.ts +162 -162
- package/src/execution/engine/tools/integration/server/adapters/attio/fetch/list-records/index.test.ts +316 -316
- package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.test.ts +18 -18
- package/src/execution/engine/tools/integration/server/adapters/clickup/clickup-adapter.ts +194 -194
- package/src/execution/engine/tools/integration/server/adapters/clickup/index.ts +7 -7
- package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-adapter.ts +204 -204
- package/src/execution/engine/tools/integration/server/adapters/gmail/gmail-tools.ts +105 -105
- package/src/execution/engine/tools/integration/server/adapters/google-calendar/google-calendar-adapter.ts +428 -428
- package/src/execution/engine/tools/integration/server/adapters/google-calendar/index.ts +2 -2
- package/src/execution/engine/tools/integration/server/adapters/google-sheets/__tests__/google-sheets.integration.test.ts +261 -261
- package/src/execution/engine/tools/integration/server/adapters/instantly/instantly-tools.ts +1474 -1474
- package/src/execution/engine/tools/integration/server/adapters/millionverifier/millionverifier-tools.ts +103 -103
- package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.test.ts +88 -88
- package/src/execution/engine/tools/integration/server/adapters/resend/fetch/send-email/index.ts +141 -141
- package/src/execution/engine/tools/integration/server/adapters/resend/fetch/utils/types.ts +76 -76
- package/src/execution/engine/tools/integration/server/adapters/signature-api/signature-api-tools.ts +182 -182
- package/src/execution/engine/tools/integration/server/adapters/stripe/stripe-tools.ts +310 -310
- package/src/execution/engine/tools/integration/service.test.ts +239 -239
- package/src/execution/engine/tools/integration/service.ts +172 -172
- package/src/execution/engine/tools/integration/tool.ts +255 -255
- package/src/execution/engine/tools/lead-service-types.ts +1005 -1005
- package/src/execution/engine/tools/messages.ts +43 -43
- package/src/execution/engine/tools/platform/acquisition/company-tools.ts +7 -7
- package/src/execution/engine/tools/platform/acquisition/contact-tools.ts +6 -6
- package/src/execution/engine/tools/platform/acquisition/list-tools.ts +6 -6
- package/src/execution/engine/tools/platform/acquisition/types.ts +280 -280
- package/src/execution/engine/tools/platform/email/types.ts +97 -97
- package/src/execution/engine/tools/registry.ts +704 -704
- package/src/execution/engine/tools/tool-maps.ts +831 -831
- package/src/execution/engine/tools/types.ts +234 -234
- package/src/execution/engine/workflow/types.ts +202 -202
- package/src/execution/external/__tests__/api-schemas.test.ts +127 -127
- package/src/execution/external/api-schemas.ts +40 -40
- package/src/execution/external/index.ts +1 -1
- package/src/index.ts +18 -18
- package/src/integrations/credentials/__tests__/api-schemas.test.ts +420 -420
- package/src/integrations/credentials/api-schemas.ts +146 -146
- package/src/integrations/credentials/schemas.ts +200 -200
- package/src/integrations/oauth/__tests__/provider-registry.test.ts +7 -7
- package/src/integrations/oauth/provider-registry.ts +74 -74
- package/src/integrations/oauth/server/credentials.ts +43 -43
- package/src/integrations/webhook-endpoints/__tests__/api-schemas.test.ts +327 -327
- package/src/integrations/webhook-endpoints/api-schemas.ts +103 -103
- package/src/integrations/webhook-endpoints/types.ts +58 -58
- package/src/knowledge/README.md +32 -32
- package/src/knowledge/__tests__/queries.test.ts +626 -535
- package/src/knowledge/format.ts +99 -99
- package/src/knowledge/index.ts +5 -5
- package/src/knowledge/published.ts +5 -5
- package/src/knowledge/queries.ts +269 -218
- package/src/operations/activities/api-schemas.ts +80 -80
- package/src/operations/activities/types.ts +64 -64
- package/src/organization-model/README.md +149 -149
- package/src/organization-model/__tests__/content-kinds-registry.test.ts +210 -210
- package/src/organization-model/__tests__/defaults.test.ts +168 -168
- package/src/organization-model/__tests__/domains/actions.test.ts +78 -56
- package/src/organization-model/__tests__/domains/customers.test.ts +299 -299
- package/src/organization-model/__tests__/domains/entities.test.ts +56 -56
- package/src/organization-model/__tests__/domains/goals.test.ts +493 -493
- package/src/organization-model/__tests__/domains/identity.test.ts +280 -280
- package/src/organization-model/__tests__/domains/navigation.test.ts +268 -268
- package/src/organization-model/__tests__/domains/offerings.test.ts +414 -414
- package/src/organization-model/__tests__/domains/policies.test.ts +323 -323
- package/src/organization-model/__tests__/domains/resource-mappings.test.ts +293 -293
- package/src/organization-model/__tests__/domains/resources.test.ts +382 -283
- package/src/organization-model/__tests__/domains/roles.test.ts +463 -463
- package/src/organization-model/__tests__/domains/statuses.test.ts +246 -246
- package/src/organization-model/__tests__/domains/systems.test.ts +209 -209
- package/src/organization-model/__tests__/flatten-additive-merge.test.ts +362 -361
- package/src/organization-model/__tests__/foundation.test.ts +77 -77
- package/src/organization-model/__tests__/get-resources-for-system.test.ts +144 -144
- package/src/organization-model/__tests__/graph.test.ts +1246 -887
- package/src/organization-model/__tests__/icons.test.ts +10 -1
- package/src/organization-model/__tests__/knowledge.test.ts +251 -15
- package/src/organization-model/__tests__/lookup-helpers.test.ts +438 -438
- package/src/organization-model/__tests__/migration-helpers.test.ts +591 -591
- package/src/organization-model/__tests__/prospecting-ssot.test.ts +103 -103
- package/src/organization-model/__tests__/recursive-system-schema.test.ts +535 -506
- package/src/organization-model/__tests__/resolve.test.ts +274 -164
- package/src/organization-model/__tests__/schema.test.ts +834 -301
- package/src/organization-model/__tests__/surface-projection.test.ts +284 -284
- package/src/organization-model/catalogs/lead-gen.ts +144 -144
- package/src/organization-model/content-kinds/config.ts +36 -36
- package/src/organization-model/content-kinds/index.ts +76 -72
- package/src/organization-model/content-kinds/pipeline.ts +68 -68
- package/src/organization-model/content-kinds/registry.ts +44 -44
- package/src/organization-model/content-kinds/status.ts +71 -71
- package/src/organization-model/content-kinds/template.ts +83 -83
- package/src/organization-model/content-kinds/types.ts +117 -117
- package/src/organization-model/contracts.ts +27 -27
- package/src/organization-model/defaults.ts +40 -50
- package/src/organization-model/domains/actions.ts +333 -239
- package/src/organization-model/domains/customers.ts +78 -78
- package/src/organization-model/domains/entities.ts +144 -144
- package/src/organization-model/domains/goals.ts +83 -83
- package/src/organization-model/domains/knowledge.ts +117 -101
- package/src/organization-model/domains/navigation.ts +139 -139
- package/src/organization-model/domains/offerings.ts +71 -71
- package/src/organization-model/domains/policies.ts +102 -102
- package/src/organization-model/domains/projects.ts +14 -14
- package/src/organization-model/domains/prospecting.ts +395 -395
- package/src/organization-model/domains/resources.ts +167 -132
- package/src/organization-model/domains/roles.ts +96 -96
- package/src/organization-model/domains/sales.test.ts +218 -218
- package/src/organization-model/domains/sales.ts +380 -380
- package/src/organization-model/domains/shared.ts +63 -63
- package/src/organization-model/domains/statuses.ts +339 -339
- package/src/organization-model/domains/systems.ts +217 -172
- package/src/organization-model/foundation.ts +75 -75
- package/src/organization-model/graph/build.ts +1016 -888
- package/src/organization-model/graph/index.ts +4 -4
- package/src/organization-model/graph/link.ts +10 -10
- package/src/organization-model/graph/schema.ts +76 -70
- package/src/organization-model/graph/types.ts +73 -67
- package/src/organization-model/helpers.ts +289 -241
- package/src/organization-model/icons.ts +78 -66
- package/src/organization-model/index.ts +130 -128
- package/src/organization-model/migration-helpers.ts +247 -244
- package/src/organization-model/ontology.ts +661 -0
- package/src/organization-model/organization-graph.mdx +110 -90
- package/src/organization-model/organization-model.mdx +226 -219
- package/src/organization-model/published.ts +289 -235
- package/src/organization-model/resolve.ts +146 -91
- package/src/organization-model/schema.ts +790 -671
- package/src/organization-model/surface-projection.ts +212 -212
- package/src/organization-model/types.ts +177 -167
- package/src/platform/api/types.ts +38 -38
- package/src/platform/constants/versions.ts +3 -3
- package/src/platform/index.ts +23 -23
- package/src/platform/registry/__tests__/command-view.test.ts +10 -10
- package/src/platform/registry/__tests__/resource-link.test.ts +35 -35
- package/src/platform/registry/__tests__/resource-registry.integration.test.ts +20 -20
- package/src/platform/registry/__tests__/resource-registry.nested-systems.test.ts +245 -245
- package/src/platform/registry/__tests__/resource-registry.test.ts +2053 -2053
- package/src/platform/registry/__tests__/validation.test.ts +1347 -1347
- package/src/platform/registry/command-view.ts +10 -10
- package/src/platform/registry/index.ts +103 -103
- package/src/platform/registry/resource-link.ts +32 -32
- package/src/platform/registry/resource-registry.ts +890 -890
- package/src/platform/registry/serialization.ts +295 -295
- package/src/platform/registry/serialized-types.ts +166 -166
- package/src/platform/registry/stats-types.ts +68 -68
- package/src/platform/registry/types.ts +425 -425
- package/src/platform/registry/validation.ts +745 -745
- package/src/platform/utils/__tests__/validation.test.ts +1084 -1084
- package/src/platform/utils/validation.ts +425 -425
- package/src/projects/api-schemas.test.ts +39 -39
- package/src/projects/api-schemas.ts +291 -291
- package/src/reference/_generated/contracts.md +2101 -2096
- package/src/reference/glossary.md +76 -76
- package/src/scaffold-registry/__tests__/index.test.ts +206 -206
- package/src/scaffold-registry/__tests__/schema.test.ts +166 -166
- package/src/scaffold-registry/index.ts +392 -392
- package/src/scaffold-registry/schema.ts +243 -243
- package/src/server.ts +289 -289
- package/src/supabase/database.types.ts +3153 -3153
- package/src/test-utils/README.md +37 -37
- package/src/test-utils/entities.ts +108 -108
- package/src/test-utils/fixtures/memberships.ts +82 -82
- package/src/test-utils/index.ts +12 -12
- package/src/test-utils/organization-model.ts +65 -65
- package/src/test-utils/published.ts +6 -6
- package/src/test-utils/rls/RLSTestContext.ts +588 -588
- package/src/test-utils/test-utils.test.ts +44 -44
package/src/execution/engine/tools/integration/server/adapters/signature-api/signature-api-tools.ts
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import { z } from 'zod'
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import type { Tool } from '../../../../types'
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import { createIntegrationTool } from '../../../tool'
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import { EmailSchema } from '../../../../../../../platform/utils/validation'
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/**
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* Create a tool that creates SignatureAPI envelopes for electronic signatures
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*
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* @param credentialName - Name of the SignatureAPI credential to use
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*
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* @example
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* ```typescript
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* const tool = createSignatureApiCreateEnvelopeTool('signatureapi-prod')
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* const result = await tool.execute({
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* input: {
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* title: 'Elevasis Proposal - Acme Corp',
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* documents: [{ name: 'proposal.pdf', url: 'https://...', places: [...] }],
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* recipients: [{ key: 'signer1', type: 'signer', name: 'John', email: 'john@acme.com' }]
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* },
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* // result: { id: 'env_xxx', status: 'processing', signingUrl: 'https://...' }
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* ```
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*/
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export function createSignatureApiCreateEnvelopeTool(credentialName: string): Tool {
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return createIntegrationTool({
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name: 'signatureapi_create_envelope',
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description: `Create a SignatureAPI envelope for electronic signatures.
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Use this tool to send documents for signing. An envelope is a container
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that holds documents and manages the signing process.
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- Create proposal envelope: title, documents with PDF URLs, recipients with signers
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- Include signature fields: specify page, x, y positions for signature placement
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The envelope will be sent to recipients via email with a signing link.`,
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inputSchema: z.object({
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title: z.string().describe('Envelope title (shown in emails)'),
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message: z.string().optional().describe('Custom message for recipient emails'),
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documents: z
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name: z.string().describe('Document filename'),
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url: z.string().url().describe('Publicly accessible URL to PDF document'),
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places: z
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recipientKey: z.string().describe('Links to recipient key'),
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type: z
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.describe('Field type (date maps to recipient_completed_date)'),
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page: z.number().describe('Page number (1-indexed, -1 for last)'),
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x: z.number().describe('X position in points'),
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y: z.number().describe('Y position in points'),
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.describe('Signature field placements')
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recipients: z
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key: z.string().describe('Unique identifier for this recipient'),
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type: z.enum(['signer', 'viewer', 'approver']),
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name: z.string().describe('Recipient full name'),
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email: EmailSchema.describe('Recipient email'),
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language: z.string().optional().describe('Language code (en, es, fr)')
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})
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)
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.describe('Recipients/signers'),
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metadata: z.record(z.string(), z.string()).optional().describe('Custom metadata (e.g., deal_id)'),
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webhookUrl: z.string().url().optional().describe('Override default webhook URL'),
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routing: z.enum(['parallel', 'sequential']).optional().describe('How to route to multiple recipients')
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}),
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outputSchema: z.object({
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id: z.string().describe('Envelope ID (env_xxx)'),
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status: z.string().describe('Envelope status'),
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signingUrl: z.string().optional().describe('URL for first signer')
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}),
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integration: 'signature-api' as const,
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method: 'createEnvelope' as const,
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credentialName
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})
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}
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/**
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* Create a tool that voids/cancels SignatureAPI envelopes
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*
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* @param credentialName - Name of the SignatureAPI credential to use
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* @returns Tool instance
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*
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* @example
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* ```typescript
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* const tool = createSignatureApiVoidEnvelopeTool('signatureapi-prod')
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* const result = await tool.execute({
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* input: {
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* envelopeId: 'env_xxx',
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* reason: 'Revision requested by recipient'
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* },
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* executionContext: context
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* })
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* // result: { id: 'env_xxx', status: 'voided' }
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* ```
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*/
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export function createSignatureApiVoidEnvelopeTool(credentialName: string): Tool {
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return createIntegrationTool({
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name: 'signatureapi_void_envelope',
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description: `Void/cancel a pending SignatureAPI envelope.
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Use this tool to cancel an envelope that hasn't been completed yet.
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Voided envelopes cannot be signed.
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-
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Common reasons:
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- Revision requested by recipient
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- Error in document content
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- Deal cancelled`,
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inputSchema: z.object({
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envelopeId: z.string().describe('Envelope ID to void (env_xxx)'),
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reason: z.string().optional().describe('Reason for voiding')
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}),
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outputSchema: z.object({
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id: z.string().describe('Envelope ID'),
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status: z.literal('voided').describe('Status after voiding')
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}),
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integration: 'signature-api' as const,
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method: 'voidEnvelope' as const,
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credentialName
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})
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}
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-
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/**
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* Create a tool that downloads signed documents from SignatureAPI
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*
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|
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* @param credentialName - Name of the SignatureAPI credential to use
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* @returns Tool instance
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|
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*
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|
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* @example
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|
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* ```typescript
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|
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* const tool = createSignatureApiDownloadDocumentTool('signatureapi-prod')
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|
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* const result = await tool.execute({
|
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|
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* input: {
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|
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* envelopeId: 'env_xxx',
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|
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* documentType: 'combined'
|
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* },
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|
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* executionContext: context
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|
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* })
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|
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* // result: { content: Buffer, contentType: 'application/pdf', filename: 'env_xxx-signed.pdf' }
|
|
155
|
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* ```
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|
156
|
-
*/
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|
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|
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export function createSignatureApiDownloadDocumentTool(credentialName: string): Tool {
|
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158
|
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return createIntegrationTool({
|
|
159
|
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name: 'signatureapi_download_document',
|
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160
|
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description: `Download signed document from a completed envelope.
|
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161
|
-
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162
|
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Use this tool to retrieve the signed PDF after all recipients have signed.
|
|
163
|
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The combined document includes all documents and an audit trail.
|
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164
|
-
|
|
165
|
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Document types:
|
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166
|
-
- combined: All documents merged with audit trail (default)
|
|
167
|
-
- original: Original unsigned documents
|
|
168
|
-
- audit: Audit trail only`,
|
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169
|
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inputSchema: z.object({
|
|
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|
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envelopeId: z.string().describe('Envelope ID (env_xxx)'),
|
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|
-
documentType: z.enum(['combined', 'original', 'audit']).optional().describe('Type of document to download')
|
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172
|
-
}),
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|
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outputSchema: z.object({
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|
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content: z.instanceof(Buffer).describe('PDF content as Buffer'),
|
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|
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contentType: z.string().describe('MIME type'),
|
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176
|
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filename: z.string().describe('Suggested filename')
|
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177
|
-
}),
|
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178
|
-
integration: 'signature-api' as const,
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|
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|
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method: 'downloadDocument' as const,
|
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180
|
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credentialName
|
|
181
|
-
})
|
|
182
|
-
}
|
|
1
|
+
import { z } from 'zod'
|
|
2
|
+
import type { Tool } from '../../../../types'
|
|
3
|
+
import { createIntegrationTool } from '../../../tool'
|
|
4
|
+
import { EmailSchema } from '../../../../../../../platform/utils/validation'
|
|
5
|
+
|
|
6
|
+
/**
|
|
7
|
+
* Create a tool that creates SignatureAPI envelopes for electronic signatures
|
|
8
|
+
*
|
|
9
|
+
* @param credentialName - Name of the SignatureAPI credential to use
|
|
10
|
+
* @returns Tool instance
|
|
11
|
+
*
|
|
12
|
+
* @example
|
|
13
|
+
* ```typescript
|
|
14
|
+
* const tool = createSignatureApiCreateEnvelopeTool('signatureapi-prod')
|
|
15
|
+
* const result = await tool.execute({
|
|
16
|
+
* input: {
|
|
17
|
+
* title: 'Elevasis Proposal - Acme Corp',
|
|
18
|
+
* documents: [{ name: 'proposal.pdf', url: 'https://...', places: [...] }],
|
|
19
|
+
* recipients: [{ key: 'signer1', type: 'signer', name: 'John', email: 'john@acme.com' }]
|
|
20
|
+
* },
|
|
21
|
+
* executionContext: context
|
|
22
|
+
* })
|
|
23
|
+
* // result: { id: 'env_xxx', status: 'processing', signingUrl: 'https://...' }
|
|
24
|
+
* ```
|
|
25
|
+
*/
|
|
26
|
+
export function createSignatureApiCreateEnvelopeTool(credentialName: string): Tool {
|
|
27
|
+
return createIntegrationTool({
|
|
28
|
+
name: 'signatureapi_create_envelope',
|
|
29
|
+
description: `Create a SignatureAPI envelope for electronic signatures.
|
|
30
|
+
|
|
31
|
+
Use this tool to send documents for signing. An envelope is a container
|
|
32
|
+
that holds documents and manages the signing process.
|
|
33
|
+
|
|
34
|
+
Examples:
|
|
35
|
+
- Create proposal envelope: title, documents with PDF URLs, recipients with signers
|
|
36
|
+
- Include signature fields: specify page, x, y positions for signature placement
|
|
37
|
+
- Use 'date' for auto-populated signing date (maps to recipient_completed_date)
|
|
38
|
+
|
|
39
|
+
The envelope will be sent to recipients via email with a signing link.`,
|
|
40
|
+
inputSchema: z.object({
|
|
41
|
+
title: z.string().describe('Envelope title (shown in emails)'),
|
|
42
|
+
message: z.string().optional().describe('Custom message for recipient emails'),
|
|
43
|
+
documents: z
|
|
44
|
+
.array(
|
|
45
|
+
z.object({
|
|
46
|
+
name: z.string().describe('Document filename'),
|
|
47
|
+
url: z.string().url().describe('Publicly accessible URL to PDF document'),
|
|
48
|
+
places: z
|
|
49
|
+
.array(
|
|
50
|
+
z.object({
|
|
51
|
+
recipientKey: z.string().describe('Links to recipient key'),
|
|
52
|
+
type: z
|
|
53
|
+
.enum(['signature', 'date', 'text', 'initials'])
|
|
54
|
+
.describe('Field type (date maps to recipient_completed_date)'),
|
|
55
|
+
page: z.number().describe('Page number (1-indexed, -1 for last)'),
|
|
56
|
+
x: z.number().describe('X position in points'),
|
|
57
|
+
y: z.number().describe('Y position in points'),
|
|
58
|
+
width: z.number().optional(),
|
|
59
|
+
height: z.number().optional()
|
|
60
|
+
})
|
|
61
|
+
)
|
|
62
|
+
.optional()
|
|
63
|
+
.describe('Signature field placements')
|
|
64
|
+
})
|
|
65
|
+
)
|
|
66
|
+
.describe('Documents to sign'),
|
|
67
|
+
recipients: z
|
|
68
|
+
.array(
|
|
69
|
+
z.object({
|
|
70
|
+
key: z.string().describe('Unique identifier for this recipient'),
|
|
71
|
+
type: z.enum(['signer', 'viewer', 'approver']),
|
|
72
|
+
name: z.string().describe('Recipient full name'),
|
|
73
|
+
email: EmailSchema.describe('Recipient email'),
|
|
74
|
+
language: z.string().optional().describe('Language code (en, es, fr)')
|
|
75
|
+
})
|
|
76
|
+
)
|
|
77
|
+
.describe('Recipients/signers'),
|
|
78
|
+
metadata: z.record(z.string(), z.string()).optional().describe('Custom metadata (e.g., deal_id)'),
|
|
79
|
+
webhookUrl: z.string().url().optional().describe('Override default webhook URL'),
|
|
80
|
+
routing: z.enum(['parallel', 'sequential']).optional().describe('How to route to multiple recipients')
|
|
81
|
+
}),
|
|
82
|
+
outputSchema: z.object({
|
|
83
|
+
id: z.string().describe('Envelope ID (env_xxx)'),
|
|
84
|
+
status: z.string().describe('Envelope status'),
|
|
85
|
+
signingUrl: z.string().optional().describe('URL for first signer')
|
|
86
|
+
}),
|
|
87
|
+
integration: 'signature-api' as const,
|
|
88
|
+
method: 'createEnvelope' as const,
|
|
89
|
+
credentialName
|
|
90
|
+
})
|
|
91
|
+
}
|
|
92
|
+
|
|
93
|
+
/**
|
|
94
|
+
* Create a tool that voids/cancels SignatureAPI envelopes
|
|
95
|
+
*
|
|
96
|
+
* @param credentialName - Name of the SignatureAPI credential to use
|
|
97
|
+
* @returns Tool instance
|
|
98
|
+
*
|
|
99
|
+
* @example
|
|
100
|
+
* ```typescript
|
|
101
|
+
* const tool = createSignatureApiVoidEnvelopeTool('signatureapi-prod')
|
|
102
|
+
* const result = await tool.execute({
|
|
103
|
+
* input: {
|
|
104
|
+
* envelopeId: 'env_xxx',
|
|
105
|
+
* reason: 'Revision requested by recipient'
|
|
106
|
+
* },
|
|
107
|
+
* executionContext: context
|
|
108
|
+
* })
|
|
109
|
+
* // result: { id: 'env_xxx', status: 'voided' }
|
|
110
|
+
* ```
|
|
111
|
+
*/
|
|
112
|
+
export function createSignatureApiVoidEnvelopeTool(credentialName: string): Tool {
|
|
113
|
+
return createIntegrationTool({
|
|
114
|
+
name: 'signatureapi_void_envelope',
|
|
115
|
+
description: `Void/cancel a pending SignatureAPI envelope.
|
|
116
|
+
|
|
117
|
+
Use this tool to cancel an envelope that hasn't been completed yet.
|
|
118
|
+
Voided envelopes cannot be signed.
|
|
119
|
+
|
|
120
|
+
Common reasons:
|
|
121
|
+
- Revision requested by recipient
|
|
122
|
+
- Error in document content
|
|
123
|
+
- Deal cancelled`,
|
|
124
|
+
inputSchema: z.object({
|
|
125
|
+
envelopeId: z.string().describe('Envelope ID to void (env_xxx)'),
|
|
126
|
+
reason: z.string().optional().describe('Reason for voiding')
|
|
127
|
+
}),
|
|
128
|
+
outputSchema: z.object({
|
|
129
|
+
id: z.string().describe('Envelope ID'),
|
|
130
|
+
status: z.literal('voided').describe('Status after voiding')
|
|
131
|
+
}),
|
|
132
|
+
integration: 'signature-api' as const,
|
|
133
|
+
method: 'voidEnvelope' as const,
|
|
134
|
+
credentialName
|
|
135
|
+
})
|
|
136
|
+
}
|
|
137
|
+
|
|
138
|
+
/**
|
|
139
|
+
* Create a tool that downloads signed documents from SignatureAPI
|
|
140
|
+
*
|
|
141
|
+
* @param credentialName - Name of the SignatureAPI credential to use
|
|
142
|
+
* @returns Tool instance
|
|
143
|
+
*
|
|
144
|
+
* @example
|
|
145
|
+
* ```typescript
|
|
146
|
+
* const tool = createSignatureApiDownloadDocumentTool('signatureapi-prod')
|
|
147
|
+
* const result = await tool.execute({
|
|
148
|
+
* input: {
|
|
149
|
+
* envelopeId: 'env_xxx',
|
|
150
|
+
* documentType: 'combined'
|
|
151
|
+
* },
|
|
152
|
+
* executionContext: context
|
|
153
|
+
* })
|
|
154
|
+
* // result: { content: Buffer, contentType: 'application/pdf', filename: 'env_xxx-signed.pdf' }
|
|
155
|
+
* ```
|
|
156
|
+
*/
|
|
157
|
+
export function createSignatureApiDownloadDocumentTool(credentialName: string): Tool {
|
|
158
|
+
return createIntegrationTool({
|
|
159
|
+
name: 'signatureapi_download_document',
|
|
160
|
+
description: `Download signed document from a completed envelope.
|
|
161
|
+
|
|
162
|
+
Use this tool to retrieve the signed PDF after all recipients have signed.
|
|
163
|
+
The combined document includes all documents and an audit trail.
|
|
164
|
+
|
|
165
|
+
Document types:
|
|
166
|
+
- combined: All documents merged with audit trail (default)
|
|
167
|
+
- original: Original unsigned documents
|
|
168
|
+
- audit: Audit trail only`,
|
|
169
|
+
inputSchema: z.object({
|
|
170
|
+
envelopeId: z.string().describe('Envelope ID (env_xxx)'),
|
|
171
|
+
documentType: z.enum(['combined', 'original', 'audit']).optional().describe('Type of document to download')
|
|
172
|
+
}),
|
|
173
|
+
outputSchema: z.object({
|
|
174
|
+
content: z.instanceof(Buffer).describe('PDF content as Buffer'),
|
|
175
|
+
contentType: z.string().describe('MIME type'),
|
|
176
|
+
filename: z.string().describe('Suggested filename')
|
|
177
|
+
}),
|
|
178
|
+
integration: 'signature-api' as const,
|
|
179
|
+
method: 'downloadDocument' as const,
|
|
180
|
+
credentialName
|
|
181
|
+
})
|
|
182
|
+
}
|