@elitedcs/ghl-mcp 3.37.0 → 3.38.0

package/dist/index.js

@@ -31,7 +31,7 @@ var require_package = __commonJS({
   "package.json"(exports2, module2) {
     module2.exports = {
       name: "@elitedcs/ghl-mcp",
-      version: "3.37.0",
+      version: "3.38.0",
       mcpName: "io.github.drjerryrelth/ghl-command",
       description: "GoHighLevel MCP Server for Claude. 218 tools \u2014 full CRM, automation, marketing control, account-wide workflow audit, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
       main: "dist/index.js",
@@ -10851,6 +10851,35 @@ var WAIT_UNIT_MAP = {
 };
 var PENDING = (ref) => `__PENDING__:${ref}`;
 var isPending = (v) => v.startsWith("__PENDING__:");
+var STAFF_CALENDAR_TYPES = /* @__PURE__ */ new Set([
+  "round_robin",
+  "collective",
+  "class_booking",
+  "service_booking"
+]);
+function calendarNeedsStaff(cal) {
+  return cal.requiresStaff === true || STAFF_CALENDAR_TYPES.has(cal.calendarType);
+}
+function classifyCalendarBuild(cal, userCount) {
+  if (!calendarNeedsStaff(cal)) return { action: "build" };
+  if (userCount === 1) return { action: "build" };
+  if (userCount === void 0) {
+    return {
+      action: "manual",
+      reason: `Calendar "${cal.name}" (${cal.calendarType}) needs a team member, but Blueprint couldn't read this account's users to auto-assign one. Assign the booking staff to it in the GHL UI (or build it there), then re-run to bind it.`
+    };
+  }
+  if (userCount === 0) {
+    return {
+      action: "manual",
+      reason: `Calendar "${cal.name}" (${cal.calendarType}) needs a team member, but this account has no users yet. Add a user and assign them to it, then re-run to build it.`
+    };
+  }
+  return {
+    action: "manual",
+    reason: `Calendar "${cal.name}" (${cal.calendarType}) needs a team member, and this account has ${userCount} users \u2014 Blueprint won't guess which one books. Assign the booking staff to it in the GHL UI (or build it there), then re-run to bind it.`
+  };
+}
 var norm = (s) => s.trim().toLowerCase();
 function buildRefIndex(plan) {
   const idx = {
@@ -11192,6 +11221,15 @@ function resolvePlan(plan, existing, opts = {}) {
       }
     }
   }
+  const existingCalNames = new Set((existing.calendars ?? []).map((c) => norm(c.name)));
+  const calendarsManual = [];
+  for (const cal of plan.calendars ?? []) {
+    if (existingCalNames.has(norm(cal.name))) continue;
+    const decision = classifyCalendarBuild(cal, existing.userCount);
+    if (decision.action === "manual") {
+      calendarsManual.push({ ref: cal.ref, name: cal.name, reason: decision.reason ?? "needs a team member" });
+    }
+  }
   const gates = computeWorkflowGates(plan, metHandoffs);
   const workflows = (plan.workflows ?? []).map((w) => expandWorkflow(w, idx, idMap, gates.get(w.ref) ?? []));
   const handoffs = (plan.handoffs ?? []).map((h) => ({
@@ -11203,8 +11241,9 @@ function resolvePlan(plan, existing, opts = {}) {
     met: metHandoffs.has(h.ref),
     blocks: h.blocks ?? []
   }));
+  const manualCalRefs = new Set(calendarsManual.map((c) => c.ref));
   const summary = {
-    wouldCreate: items.filter((i) => i.status === "would_create").length,
+    wouldCreate: items.filter((i) => i.status === "would_create" && !manualCalRefs.has(i.ref)).length,
     existing: items.filter((i) => i.status === "existing").length,
     workflowsTotal: workflows.length,
     workflowsGated: workflows.filter((w) => w.gatedBy.length > 0).length,
@@ -11212,7 +11251,7 @@ function resolvePlan(plan, existing, opts = {}) {
     actionsManual: workflows.reduce((n, w) => n + w.manual.length, 0),
     actionsNeedContent: workflows.reduce((n, w) => n + w.needsContent.length, 0)
   };
-  return { items, idMap: Object.fromEntries(idMap), workflows, handoffs, summary };
+  return { items, idMap: Object.fromEntries(idMap), workflows, calendarsManual, handoffs, summary };
 }
 function renderReport(plan, result, ctx) {
   const L = [];
@@ -11228,11 +11267,13 @@ function renderReport(plan, result, ctx) {
     `Workflows: ${summary.workflowsTotal} (${summary.workflowsGated} gated DRAFT by an unmet handoff). Actions: ${summary.actionsExpanded} auto-built, ${summary.actionsManual} need a manual GHL-UI step, ${summary.actionsNeedContent} need send-ready copy.`
   );
   L.push("");
+  const manualCalRefs = new Set(result.calendarsManual.map((c) => c.ref));
   L.push("\u2500\u2500 Blueprint builds automatically \u2500\u2500");
   for (const section2 of EXECUTION_ORDER) {
     const secItems = result.items.filter((i) => i.type === section2);
     if (secItems.length === 0) continue;
     for (const it of secItems) {
+      if (manualCalRefs.has(it.ref)) continue;
       const mark = it.status === "existing" ? "skip (exists)" : ctx.mode === "dry_run" ? "would create" : "create";
       L.push(`  [${section2}] ${it.name} \u2014 ${mark}${it.existingId ? ` \u2192 ${it.existingId}` : ""}`);
     }
@@ -11245,6 +11286,10 @@ function renderReport(plan, result, ctx) {
   L.push("");
   L.push("\u2500\u2500 You must do these by hand (in order) \u2500\u2500");
   let any = false;
+  for (const c of result.calendarsManual) {
+    any = true;
+    L.push(`  \u2022 [calendar] ${c.reason}`);
+  }
   for (const w of result.workflows) {
     for (const m of w.manual) {
       any = true;
@@ -11272,10 +11317,12 @@ async function executeBackbone(plan, deps, opts = {}) {
   const backoff = opts.verifyBackoffMs ?? 500;
   const idMap = {};
   const built = [];
+  const manual = [];
   const halt = (atRef, type, reason) => ({
     ok: false,
     idMap,
     built,
+    manual,
     halted: { atRef, type, reason },
     deferred: deferredSections(plan)
   });
@@ -11363,7 +11410,62 @@ async function executeBackbone(plan, deps, opts = {}) {
     built
   );
   if (cvHalt) return halt(cvHalt.ref, "cv", cvHalt.reason);
-  return { ok: true, idMap, built, deferred: deferredSections(plan) };
+  let cachedUserCount;
+  let cachedSoloUserId;
+  let usersRead = false;
+  for (const cal of plan.calendars ?? []) {
+    let calendars;
+    try {
+      calendars = await deps.listCalendars();
+    } catch (e) {
+      return halt(cal.ref, "calendar", `could not read existing calendars: ${msg(e)}`);
+    }
+    const matches = calendars.filter((c) => norm2(c.name) === norm2(cal.name));
+    if (matches.length > 1) {
+      return halt(cal.ref, "calendar", `${matches.length} existing calendars are named "${cal.name}" \u2014 ambiguous, cannot safely bind ${cal.ref}. Resolve the duplicate in GHL, then re-run.`);
+    }
+    if (matches.length === 1) {
+      idMap[cal.ref] = matches[0].id;
+      built.push({ ref: cal.ref, type: "calendar", name: cal.name, status: "existing", realId: matches[0].id });
+      continue;
+    }
+    let staffUserId;
+    if (calendarNeedsStaff(cal)) {
+      if (!usersRead) {
+        try {
+          const users = await deps.listUsers();
+          cachedUserCount = users.length;
+          cachedSoloUserId = users.length === 1 ? users[0].id : void 0;
+        } catch {
+          cachedUserCount = void 0;
+        }
+        usersRead = true;
+      }
+      const decision = classifyCalendarBuild(cal, cachedUserCount);
+      if (decision.action === "manual") {
+        manual.push({ ref: cal.ref, type: "calendar", name: cal.name, reason: decision.reason ?? "needs a team member" });
+        continue;
+      }
+      staffUserId = cachedSoloUserId;
+    }
+    const beforeIds = new Set(calendars.map((c) => c.id));
+    try {
+      await deps.createCalendar({
+        name: cal.name,
+        calendarType: cal.calendarType,
+        openHours: cal.openHours,
+        availabilityType: cal.availabilityType,
+        staffUserId
+      });
+    } catch (e) {
+      return halt(cal.ref, "calendar", `create failed: ${msg(e)}`);
+    }
+    const verified = await pollForNew(() => deps.listCalendars(), cal.name, beforeIds);
+    if (!verified) return halt(cal.ref, "calendar", "created but could not verify a single new calendar by read-back (none, or an ambiguous duplicate, appeared)");
+    idMap[cal.ref] = verified.id;
+    built.push({ ref: cal.ref, type: "calendar", name: cal.name, status: "created", realId: verified.id });
+  }
+  return { ok: true, idMap, built, manual, deferred: deferredSections(plan) };
 }
 async function buildSimple(objects, type, list, create, nameOf, pollForNew, idMap, built) {
   if (objects.length === 0) return null;
@@ -11399,7 +11501,6 @@ async function buildSimple(objects, type, list, create, nameOf, pollForNew, idMa
 }
 function deferredSections(plan) {
   const out = [];
-  if (plan.calendars?.length) out.push({ section: "calendars", count: plan.calendars.length });
   if (plan.forms?.length) out.push({ section: "forms", count: plan.forms.length });
   if (plan.funnels?.length) out.push({ section: "funnels", count: plan.funnels.length });
   if (plan.workflows?.length) out.push({ section: "workflows", count: plan.workflows.length });
@@ -11511,6 +11612,11 @@ async function scanExistingAssets(client, locationId2) {
   await read("forms", async () => pickObjects(await client.get("/forms/", { params: { locationId: locationId2, limit: 100 } }), ["forms"]), "forms");
   await read("funnels", async () => pickObjects(await client.get("/funnels/funnel/list", { params: { locationId: locationId2, limit: 100 } }), ["funnels"]), "funnels");
   await read("workflows", async () => pickObjects(await client.get("/workflows/", { params: { locationId: locationId2 } }), ["workflows"]), "workflows");
+  try {
+    assets.userCount = pickObjects(await client.get("/users/", { params: { locationId: locationId2 } }), ["users"]).length;
+  } catch (e) {
+    warnings.push(`could not scan users (staff-requiring calendars will defer to a manual step): ${e instanceof Error ? e.message : String(e)}`);
+  }
   return { assets, warnings };
 }
 function pickPipelines(raw) {
@@ -11582,6 +11688,18 @@ ${text2.slice(0, 300)}`);
     listCustomValues: async () => pickObjects(await client.get(`/locations/${locationId2}/customValues`), ["customValues"]),
     createCustomValue: async (name, value) => {
       await client.post(`/locations/${locationId2}/customValues`, { body: { name, value }, noRetry: true });
+    },
+    listCalendars: async () => pickObjects(await client.get("/calendars/", { params: { locationId: locationId2 } }), ["calendars"]),
+    // Users: count + the lone id (when solo) drive auto-staff. The /users/
+    // endpoint 422s on a `limit` param under PIT auth, so pass only locationId.
+    listUsers: async () => pickObjects(await client.get("/users/", { params: { locationId: locationId2 } }), ["users"]),
+    createCalendar: async (cal) => {
+      const teamMembers = cal.staffUserId ? [{ userId: cal.staffUserId, priority: 1, isPrimary: true, selected: true, locationConfigurations: [{ kind: "custom", position: 0 }] }] : void 0;
+      const body = buildCreateCalendarBody(
+        { name: cal.name, calendarType: cal.calendarType, openHours: cal.openHours, availabilityType: cal.availabilityType, teamMembers },
+        locationId2
+      );
+      await client.post("/calendars/", { body, noRetry: true });
     }
   };
 }
@@ -11640,7 +11758,7 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
   );
   server2.tool(
     "apply_build_plan",
-    `Take an APPROVED Blueprint \xA75 build plan + the CURRENT confirmed sub-account and build it. mode:"dry_run" (default) writes NOTHING \u2014 it resolves refs, expands each workflow's logical actions to native GHL JSON, runs the NEVER-CLOBBER existing-asset scan, and returns a two-part report. Run it FIRST. mode:"execute" performs LIVE writes for the CRM backbone (pipelines+stages, custom fields, tags, custom values): never clobbers (same-named objects are bound to their existing id, never modified), verifies each create by read-back before resolving its ref, halts on the first failure returning the partial idMap, and is idempotent (re-run = no-op). Calendars/forms/funnels/workflows are surfaced as manual next steps, not auto-built yet. Always confirms the active location and validates the plan before any write.`,
+    `Take an APPROVED Blueprint \xA75 build plan + the CURRENT confirmed sub-account and build it. mode:"dry_run" (default) writes NOTHING \u2014 it resolves refs, expands each workflow's logical actions to native GHL JSON, runs the NEVER-CLOBBER existing-asset scan, and returns a two-part report. Run it FIRST. mode:"execute" performs LIVE writes for the CRM backbone (pipelines+stages, custom fields, tags, custom values) AND calendars: never clobbers (same-named objects are bound to their existing id, never modified), verifies each create by read-back before resolving its ref, halts on the first failure returning the partial idMap, and is idempotent (re-run = no-op). Staff-requiring calendars (round_robin etc.) auto-build only when you are the sole account user (auto-assigns you as the team member); with 0 or 2+ users they're surfaced as a manual step, not auto-staffed to a guess. Forms/funnels/workflows are surfaced as manual next steps, not auto-built yet. Always confirms the active location and validates the plan before any write.`,
     {
       plan: import_zod53.z.record(import_zod53.z.unknown()).describe("The approved \xA75 Build Plan object."),
       mode: import_zod53.z.enum(["dry_run", "execute"]).optional().describe("dry_run (default) = resolve/expand/scan/report, no writes. execute = live writes (not yet enabled)."),
@@ -11715,6 +11833,7 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
           }
           const deps = makeExecuteDeps(client, builderClient, activeLocation);
           const exec = await executeBackbone(typedPlan, deps);
+          const calendarManualLines = exec.manual.map((m) => `[calendar] ${m.reason}`);
           const manualLines = result.workflows.flatMap((w) => [
             ...w.manual.map((m) => `[${w.name}] ${m.reason}`),
             ...w.needsContent.map((c) => `[${w.name}] ${c.reason}`)
@@ -11729,11 +11848,12 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
             scanWarnings,
             halted: exec.halted,
             built: exec.built,
+            manual: exec.manual,
             idMap: exec.idMap,
             deferred: exec.deferred,
-            deferredNote: "v1 execute builds the CRM backbone (pipelines, custom fields, tags, custom values) live. These object types are planned but NOT auto-built yet \u2014 create them via the GHL UI or the dedicated tools, in this order: calendars \u2192 forms \u2192 funnels \u2192 workflows.",
-            nextManualSteps: [...manualLines, ...handoffLines],
-            summary: exec.ok ? `Built ${exec.built.filter((b) => b.status === "created").length} new object(s), bound ${exec.built.filter((b) => b.status === "existing").length} existing. ${exec.deferred.length ? "Deferred: " + exec.deferred.map((d) => `${d.count} ${d.section}`).join(", ") + " (manual)." : ""}` : `HALTED at ${exec.halted?.atRef} (${exec.halted?.reason}). ${exec.built.length} object(s) were created before the halt \u2014 see idMap to resume or clean up. NEVER-CLOBBER means a re-run will bind those, not duplicate them.`
+            deferredNote: "execute builds the CRM backbone (pipelines, custom fields, tags, custom values) and calendars live. Staff-requiring calendars (round_robin etc.) auto-build only when you are the sole user; otherwise they're listed under manual steps. Forms/funnels/workflows are planned but NOT auto-built yet \u2014 create them via the GHL UI or the dedicated tools, in this order: forms \u2192 funnels \u2192 workflows.",
+            nextManualSteps: [...calendarManualLines, ...manualLines, ...handoffLines],
+            summary: exec.ok ? `Built ${exec.built.filter((b) => b.status === "created").length} new object(s), bound ${exec.built.filter((b) => b.status === "existing").length} existing.${exec.manual.length ? ` ${exec.manual.length} calendar(s) need manual staff assignment.` : ""}${exec.deferred.length ? " Deferred: " + exec.deferred.map((d) => `${d.count} ${d.section}`).join(", ") + " (manual)." : ""}` : `HALTED at ${exec.halted?.atRef} (${exec.halted?.reason}). ${exec.built.length} object(s) were created before the halt \u2014 see idMap to resume or clean up. NEVER-CLOBBER means a re-run will bind those, not duplicate them.`
           });
         }
         const collisions = result.items.filter((i) => i.status === "existing");
@@ -11768,9 +11888,10 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
             gatedBy: w.gatedBy,
             draft: w.gatedBy.length > 0 || !(publishWorkflows ?? false)
           })),
+          calendarsManual: result.calendarsManual,
           handoffs: result.handoffs,
           report,
-          next: 'Review the report. When it looks right, re-run with mode:"execute" to build the CRM backbone live (pipelines, fields, tags, custom values). Calendars/forms/funnels/workflows are listed as manual next steps.'
+          next: 'Review the report. When it looks right, re-run with mode:"execute" to build the CRM backbone + calendars live (pipelines, fields, tags, custom values, calendars). Forms/funnels/workflows are listed as manual next steps.'
         });
       } catch (error) {
         return errorResponse(error);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.37.0",
+  "version": "3.38.0",
   "mcpName": "io.github.drjerryrelth/ghl-command",
   "description": "GoHighLevel MCP Server for Claude. 218 tools — full CRM, automation, marketing control, account-wide workflow audit, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
   "main": "dist/index.js",