@elitedcs/ghl-mcp 3.41.0 → 3.42.0

package/dist/index.js

@@ -31,7 +31,7 @@ var require_package = __commonJS({
   "package.json"(exports2, module2) {
     module2.exports = {
       name: "@elitedcs/ghl-mcp",
-      version: "3.41.0",
+      version: "3.42.0",
       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",
@@ -11089,7 +11089,9 @@ function buildRefIndex(plan) {
     sms: /* @__PURE__ */ new Map(),
     workflowName: /* @__PURE__ */ new Map(),
     pipelineName: /* @__PURE__ */ new Map(),
-    stageName: /* @__PURE__ */ new Map()
+    stageName: /* @__PURE__ */ new Map(),
+    formName: /* @__PURE__ */ new Map(),
+    calendarName: /* @__PURE__ */ new Map()
   };
   for (const t of plan.tags ?? []) idx.tagName.set(t.ref, t.name);
   for (const f of plan.customFields ?? []) {
@@ -11103,6 +11105,8 @@ function buildRefIndex(plan) {
     idx.pipelineName.set(p.ref, p.name);
     for (const st of p.stages) idx.stageName.set(st.ref, st.name);
   }
+  for (const fm of plan.forms ?? []) idx.formName.set(fm.ref, fm.name);
+  for (const c of plan.calendars ?? []) idx.calendarName.set(c.ref, c.name);
   return idx;
 }
 function htmlWrap(text) {
@@ -11284,13 +11288,31 @@ function expandAction(action, idx, idMap) {
     }
     case "create_opportunity":
     case "update_opportunity": {
+      const pipelineId = resolveId(action.pipelineRef, idMap);
+      const stageId = resolveId(action.stageRef, idMap);
+      const pendingRefs = [];
+      if (isPending(pipelineId)) pendingRefs.push(action.pipelineRef);
+      if (isPending(stageId)) pendingRefs.push(action.stageRef);
       const pName = idx.pipelineName.get(action.pipelineRef) ?? action.pipelineRef;
       const sName = idx.stageName.get(action.stageRef) ?? action.stageRef;
-      const verb = action.type === "create_opportunity" ? "Create" : "Move";
+      const verb = action.type === "create_opportunity" ? "Create opportunity" : "Move opportunity";
       return {
-        kind: "manual",
-        logicalType: action.type,
-        reason: `${verb} opportunity \u2192 "${pName}" / stage "${sName}": GHL rejects a synthesized opportunity node ("corrupted type") and silently kills the whole workflow save. Add this step by hand in the GHL workflow builder (Add action \u2192 Create/Update Opportunity), or round-trip an existing node.`
+        kind: "expanded",
+        pendingRefs,
+        native: {
+          type: "internal_update_opportunity",
+          name: `${verb}: ${pName} / ${sName}`,
+          // NODE-level discriminator (the normalizer also forces this; included so
+          // the expanded action is correct even outside the save path).
+          workflowsActionType: "INTERNAL",
+          attributes: {
+            type: "internal_update_opportunity",
+            __customInputFields__: [
+              { filterField: "pipelineId", value: pipelineId, valueFieldType: "select", dataType: "SINGLE_OPTIONS" },
+              { filterField: "pipelineStageId", value: stageId, valueFieldType: "select", dataType: "SINGLE_OPTIONS" }
+            ]
+          }
+        }
       };
     }
     case "goal_event": {
@@ -11316,6 +11338,42 @@ function expandAction(action, idx, idMap) {
   }
 }
 var MAX_ACTIONS_PER_WORKFLOW = 40;
+function triggerPlainEnglish(trigger, idx) {
+  const formName = trigger.formRef ? idx.formName.get(trigger.formRef) ?? trigger.formRef : "?";
+  const stageName = trigger.stageRef ? idx.stageName.get(trigger.stageRef) ?? trigger.stageRef : "?";
+  const calName = trigger.calendarRef ? idx.calendarName.get(trigger.calendarRef) ?? trigger.calendarRef : "?";
+  switch (trigger.type) {
+    case "form_submission":
+    case "form_submitted":
+      return `when form "${formName}" is submitted`;
+    case "pipeline_stage_updated":
+      return `when an opportunity reaches stage "${stageName}"`;
+    case "appointment":
+      return `on an appointment event${trigger.calendarRef ? ` for calendar "${calName}"` : ""}`;
+    case "customer_reply":
+      return "when a contact replies";
+    default:
+      return `trigger type "${trigger.type}"`;
+  }
+}
+function expandTrigger(trigger, idx) {
+  if (trigger.type === "contact_tag") {
+    if (!trigger.tagRef) return { kind: "manual", reason: "Set this workflow's contact-tag trigger in the GHL UI (the plan trigger has no tag)." };
+    const tagName = idx.tagName.get(trigger.tagRef) ?? trigger.tagRef;
+    return {
+      kind: "native",
+      trigger: {
+        name: "Contact Tag",
+        type: "contact_tag",
+        conditions: [{ operator: "index-of-true", field: "tagsAdded", value: tagName, title: "Tag Added", type: "select", id: "tag-added" }]
+      }
+    };
+  }
+  return {
+    kind: "manual",
+    reason: `Set this workflow's trigger in the GHL UI: ${triggerPlainEnglish(trigger, idx)}, then publish. (Blueprint builds the workflow + all its steps as DRAFT; only this trigger type isn't auto-built yet.)`
+  };
+}
 function expandWorkflow(workflow, idx, idMap, gatedBy) {
   const nativeActions = [];
   const manual = [];
@@ -11333,6 +11391,13 @@ function expandWorkflow(workflow, idx, idMap, gatedBy) {
     }
   });
   const splitInto = Math.max(1, Math.ceil(nativeActions.length / MAX_ACTIONS_PER_WORKFLOW));
+  let nativeTrigger;
+  let triggerManual;
+  if (workflow.trigger) {
+    const t = expandTrigger(workflow.trigger, idx);
+    if (t.kind === "native") nativeTrigger = t.trigger;
+    else triggerManual = t.reason;
+  }
   return {
     ref: workflow.ref,
     name: workflow.name,
@@ -11341,7 +11406,9 @@ function expandWorkflow(workflow, idx, idMap, gatedBy) {
     needsContent,
     pendingRefs: [...pendingRefs],
     splitInto,
-    gatedBy
+    gatedBy,
+    nativeTrigger,
+    triggerManual
   };
 }
 function scanSection(section2, planObjects, existing) {
@@ -11494,6 +11561,10 @@ function renderReport(plan, result, ctx) {
     L.push(`  \u2022 [funnel] Design + populate the pages of funnel "${fn.name}" (Blueprint builds the funnel + steps; page content/design is manual).`);
   }
   for (const w of result.workflows) {
+    if (w.triggerManual) {
+      any = true;
+      L.push(`  \u2022 [${w.name}] ${w.triggerManual}`);
+    }
     for (const m of w.manual) {
       any = true;
       L.push(`  \u2022 [${w.name}] ${m.reason}`);
@@ -11805,6 +11876,73 @@ async function executeBackbone(plan, deps, opts = {}) {
     }
     manual.push({ ref: fn.ref, type: "funnel-page-content", name: fn.name, reason: funnelContentReason(fn) });
   }
+  const wfIndex = buildRefIndex(plan);
+  const wfIdMap = new Map(Object.entries(idMap));
+  for (const wf of plan.workflows ?? []) {
+    let workflows;
+    try {
+      workflows = await deps.listWorkflows();
+    } catch (e) {
+      return halt(wf.ref, "workflow", `could not read existing workflows: ${msg(e)}`);
+    }
+    const matches = workflows.filter((w) => norm2(w.name) === norm2(wf.name));
+    if (matches.length > 1) {
+      return halt(wf.ref, "workflow", `${matches.length} existing workflows are named "${wf.name}" \u2014 ambiguous, cannot safely bind ${wf.ref}. Resolve the duplicate in GHL, then re-run.`);
+    }
+    const expansion = expandWorkflow(wf, wfIndex, wfIdMap, []);
+    if (expansion.pendingRefs.length) {
+      return halt(wf.ref, "workflow", `workflow "${wf.name}" references objects that weren't built/resolved: ${expansion.pendingRefs.join(", ")}. Cannot build it.`);
+    }
+    if (matches.length === 1) {
+      const exId = matches[0].id;
+      if (expansion.nativeActions.length > 0) {
+        let existingCount = -1;
+        try {
+          existingCount = await deps.getWorkflowActionCount(exId);
+        } catch {
+          existingCount = -1;
+        }
+        if (existingCount === 0) {
+          return halt(wf.ref, "workflow", `a workflow named "${wf.name}" already exists but has NO actions \u2014 likely an empty orphan from a failed prior run (or a name collision). Delete it in GHL, then re-run. (Blueprint never modifies an existing workflow.)`);
+        }
+      }
+      idMap[wf.ref] = exId;
+      built.push({ ref: wf.ref, type: "workflow", name: wf.name, status: "existing", realId: exId });
+      continue;
+    }
+    let wfId;
+    try {
+      wfId = await deps.createWorkflow(wf.name);
+    } catch (e) {
+      return halt(wf.ref, "workflow", `create failed: ${msg(e)}`);
+    }
+    if (!wfId) return halt(wf.ref, "workflow", "workflow create returned no id");
+    const triggers = expansion.nativeTrigger ? [expansion.nativeTrigger] : [];
+    try {
+      await deps.saveWorkflow(wfId, { actions: expansion.nativeActions, triggers, stopOnResponse: wf.stopOnResponse });
+      if (expansion.nativeActions.length > 0) {
+        const count = await deps.getWorkflowActionCount(wfId);
+        if (count === 0) throw new Error("saved but no actions persisted (read-after-write)");
+      }
+    } catch (e) {
+      let rolledBack = false;
+      try {
+        await deps.deleteWorkflow(wfId);
+        rolledBack = true;
+      } catch {
+      }
+      return halt(
+        wf.ref,
+        "workflow",
+        rolledBack ? `actions/trigger save failed; the partial workflow was rolled back (deleted): ${msg(e)}` : `actions/trigger save failed AND the rollback delete also failed \u2014 manually delete the orphan workflow (id ${wfId}) in GHL before re-running: ${msg(e)}`
+      );
+    }
+    idMap[wf.ref] = wfId;
+    built.push({ ref: wf.ref, type: "workflow", name: wf.name, status: "created", realId: wfId });
+    if (expansion.triggerManual) manual.push({ ref: wf.ref, type: "workflow-trigger", name: wf.name, reason: `[${wf.name}] ${expansion.triggerManual}` });
+    for (const nc of expansion.needsContent) manual.push({ ref: wf.ref, type: "workflow-action", name: wf.name, reason: `[${wf.name}] ${nc.reason}` });
+    for (const m of expansion.manual) manual.push({ ref: wf.ref, type: "workflow-action", name: wf.name, reason: `[${wf.name}] ${m.reason}` });
+  }
   return { ok: true, idMap, built, manual, deferred: deferredSections(plan) };
 }
 async function buildSimple(objects, type, list, create, nameOf, pollForNew, idMap, built) {
@@ -11839,10 +11977,8 @@ async function buildSimple(objects, type, list, create, nameOf, pollForNew, idMa
   }
   return null;
 }
-function deferredSections(plan) {
-  const out = [];
-  if (plan.workflows?.length) out.push({ section: "workflows", count: plan.workflows.length });
-  return out;
+function deferredSections(_plan) {
+  return [];
 }
 function msg(e) {
   return e instanceof Error ? e.message : String(e);
@@ -12192,6 +12328,35 @@ ${text2.slice(0, 300)}`);
     },
     deleteFunnel: async (funnelId) => {
       await funnelApi("POST", `/funnel/delete`, { funnelId, locationId: locationId2, userId: builderClient.getUserId() });
+    },
+    // ── Workflows ───────────────────────────────────────────────────────────
+    // NOTE: unlike /forms/ and /funnels/, the GHL /workflows/ list endpoint does
+    // NOT paginate — it 422s on `limit`/`skip` ("property X should not exist") and
+    // returns ALL workflows in one call (live-verified 2026-06-16). So a single
+    // call IS the full never-clobber scan here; no pagination is possible or needed.
+    listWorkflows: async () => pickObjects(await client.get("/workflows/", { params: { locationId: locationId2 } }), ["workflows"]),
+    createWorkflow: async (name) => {
+      const wf = await builderClient.createWorkflow(name);
+      const id = wf && typeof wf === "object" ? wf : {};
+      const wfId = typeof id.id === "string" ? id.id : typeof id._id === "string" ? id._id : void 0;
+      if (!wfId) throw new Error(`create_workflow returned no id: ${JSON.stringify(wf).slice(0, 200)}`);
+      return wfId;
+    },
+    saveWorkflow: async (workflowId, opts) => {
+      await builderClient.updateWorkflow(workflowId, {
+        actions: opts.actions,
+        triggers: opts.triggers,
+        status: "draft",
+        stopOnResponse: opts.stopOnResponse
+      });
+    },
+    getWorkflowActionCount: async (workflowId) => {
+      const full = await builderClient.getWorkflow(workflowId);
+      const templates = full && typeof full === "object" ? full.workflowData : void 0;
+      return Array.isArray(templates?.templates) ? templates.templates.length : 0;
+    },
+    deleteWorkflow: async (workflowId) => {
+      await builderClient.deleteWorkflow(workflowId);
     }
   };
 }
@@ -12250,7 +12415,7 @@ 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), calendars, AND forms: 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 build with their standard + custom fields (custom fieldRefs resolve to the real fields created earlier in the run). Funnels build structurally (funnel + named steps), with each funnel emitting a manual 'design + populate the pages' step (page content/HTML is not auto-built \u2014 plans carry outlines). 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), calendars, AND forms: 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 build with their standard + custom fields (custom fieldRefs resolve to the real fields created earlier in the run). Funnels build structurally (funnel + named steps; page content/HTML is a manual step \u2014 plans carry outlines). Workflows build as DRAFT with all their logical actions expanded to native GHL JSON (incl. opportunity create/move steps, re-enabled v3.41.0) and chained; a contact_tag trigger is built automatically, other trigger types are surfaced as a manual step; the operator reviews + publishes. 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)."),
@@ -12343,7 +12508,7 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
             manual: exec.manual,
             idMap: exec.idMap,
             deferred: exec.deferred,
-            deferredNote: "execute builds the CRM backbone (pipelines, custom fields, tags, custom values), calendars, forms, and funnels (funnel + named steps) live. Staff-requiring calendars (round_robin etc.) auto-build only when you are the sole user, else manual. Funnel PAGE CONTENT/design is not auto-built (plans carry outlines, not HTML) \u2014 each funnel lists a manual 'design + populate the pages' step. Workflows are planned but NOT auto-built yet.",
+            deferredNote: "execute builds the WHOLE plan live: CRM backbone (pipelines, custom fields, tags, custom values), calendars, forms, funnels (funnel + named steps), and workflows (DRAFT, with all steps incl. opportunity create/move). Remaining manual steps are surfaced per item: staff-requiring calendars in multi-user accounts, funnel page content/design, workflow triggers other than contact_tag (set by hand), and publishing the DRAFT workflows.",
             nextManualSteps: [...execManualLines, ...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 ? ` ${exec.manual.length} item(s) need a manual step (see nextManualSteps).` : ""}${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.`
           });
@@ -12375,6 +12540,8 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
             autoActions: w.nativeActions.length,
             manualSteps: w.manual,
             needsContent: w.needsContent,
+            triggerManual: w.triggerManual,
+            triggerAutoBuilt: !!w.nativeTrigger,
             pendingRefs: w.pendingRefs,
             splitInto: w.splitInto,
             gatedBy: w.gatedBy,
@@ -12383,7 +12550,7 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
           calendarsManual: result.calendarsManual,
           handoffs: result.handoffs,
           report,
-          next: 'Review the report. When it looks right, re-run with mode:"execute" to build live: the CRM backbone (pipelines, fields, tags, custom values), calendars, forms, and funnels (funnel + named steps). Funnel page content/design and workflows are listed as manual next steps.'
+          next: 'Review the report. When it looks right, re-run with mode:"execute" to build it all live: CRM backbone (pipelines, fields, tags, custom values), calendars, forms, funnels (funnel + named steps), and workflows (DRAFT, with all steps incl. opportunity moves). Manual next steps: funnel page content/design, contact-tag-triggers build automatically but other trigger types are set by hand, then publish the workflows.'
         });
       } catch (error) {
         return errorResponse(error);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.41.0",
+  "version": "3.42.0",
   "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",