@elitedcs/ghl-mcp 3.42.0 → 3.44.0

package/dist/index.js

@@ -31,7 +31,7 @@ var require_package = __commonJS({
   "package.json"(exports2, module2) {
     module2.exports = {
       name: "@elitedcs/ghl-mcp",
-      version: "3.42.0",
+      version: "3.44.0",
       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",
@@ -10704,9 +10704,21 @@ var pageSchema = import_zod52.z.object({
   formRef: nsRef("form").optional(),
   calendarRef: nsRef("calendar").optional()
 });
+var FUNNEL_TARGETS = ["ghl", "external"];
+var FUNNEL_HOSTS = ["cloudflare", "vercel"];
 var funnelSchema = import_zod52.z.object({
   ref: nsRef("funnel"),
   name: import_zod52.z.string(),
+  // Where the funnel is built. "ghl" (default) = funnel + named steps in GHL.
+  // "external" = the subscriber builds + hosts the site themselves (Cloudflare/
+  // Vercel) and wires its form back to this GHL sub-account (POWER-USER path —
+  // see blueprint-funnel-targets-spec.md §9). The executor does NOT build or
+  // deploy an external funnel; it surfaces the GHL-side wiring info.
+  target: import_zod52.z.enum(FUNNEL_TARGETS).optional(),
+  host: import_zod52.z.enum(FUNNEL_HOSTS).optional(),
+  // external only
+  domain: import_zod52.z.string().optional(),
+  // external only
   pages: import_zod52.z.array(pageSchema)
 });
 var emailAssetSchema = import_zod52.z.object({
@@ -10786,9 +10798,14 @@ var workflowSchema = import_zod52.z.object({
   actions: import_zod52.z.array(actionSchema).max(40)
   // house rule: <=40 actions/workflow
 });
+var HANDOFF_OWNER_LEGACY = {
+  "JERRY-UI": "OPERATOR-UI",
+  "JERRY-EXT": "OPERATOR-EXT",
+  "SASHA": "TEAM"
+};
 var handoffSchema = import_zod52.z.object({
   ref: nsRef("handoff"),
-  owner: import_zod52.z.enum(["JERRY-UI", "JERRY-EXT", "SASHA"]),
+  owner: import_zod52.z.enum(["OPERATOR-UI", "OPERATOR-EXT", "TEAM", "JERRY-UI", "JERRY-EXT", "SASHA"]).transform((o) => HANDOFF_OWNER_LEGACY[o] ?? o),
   title: import_zod52.z.string(),
   trigger: import_zod52.z.string().optional(),
   instruction: import_zod52.z.string(),
@@ -11006,6 +11023,14 @@ function validateBuildPlan(input) {
       }
     }
   }
+  for (const fn of plan.funnels ?? []) {
+    const isExternal = fn.target === "external";
+    if (!isExternal && (fn.host !== void 0 || fn.domain !== void 0)) {
+      warnings.push(
+        `funnel "${fn.ref}" sets host/domain but target is not "external" \u2014 those are ignored for a GHL-built funnel`
+      );
+    }
+  }
   for (const p of plan.pipelines ?? []) {
     const positions = p.stages.map((s) => s.position).sort((a, b) => a - b);
     const expected = positions.every((pos, idx) => pos === idx);
@@ -11446,7 +11471,10 @@ var SECTION_OBJECTS = {
   customValues: (p) => (p.customValues ?? []).map((x) => ({ ref: x.ref, name: x.name })),
   calendars: (p) => (p.calendars ?? []).map((x) => ({ ref: x.ref, name: x.name })),
   forms: (p) => (p.forms ?? []).map((x) => ({ ref: x.ref, name: x.name })),
-  funnels: (p) => (p.funnels ?? []).map((x) => ({ ref: x.ref, name: x.name })),
+  // EXTERNAL funnels are NOT built in GHL (the user hosts them) — exclude them
+  // from the scan so dry-run matches execute: they aren't counted as would-create,
+  // don't seed idMap, and can't trip onConflict on a GHL-funnel name collision.
+  funnels: (p) => (p.funnels ?? []).filter((x) => x.target !== "external").map((x) => ({ ref: x.ref, name: x.name })),
   emails: (p) => (p.emails ?? []).map((x) => ({ ref: x.ref, name: x.name })),
   sms: (p) => (p.sms ?? []).map((x) => ({ ref: x.ref, name: x.name })),
   workflows: (p) => (p.workflows ?? []).map((x) => ({ ref: x.ref, name: x.name }))
@@ -11534,12 +11562,13 @@ function renderReport(plan, result, ctx) {
   );
   L.push("");
   const manualCalRefs = new Set(result.calendarsManual.map((c) => c.ref));
+  const externalFunnelRefs = new Set((plan.funnels ?? []).filter((f) => f.target === "external").map((f) => f.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;
+      if (manualCalRefs.has(it.ref) || externalFunnelRefs.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 ${it.existingId}` : ""}`);
     }
@@ -11558,7 +11587,11 @@ function renderReport(plan, result, ctx) {
   }
   for (const fn of plan.funnels ?? []) {
     any = true;
-    L.push(`  \u2022 [funnel] Design + populate the pages of funnel "${fn.name}" (Blueprint builds the funnel + steps; page content/design is manual).`);
+    if (fn.target === "external") {
+      L.push(`  \u2022 [funnel] "${fn.name}" is EXTERNAL (host: ${fn.host ?? "cloudflare"}) \u2014 build + host the site yourself and wire its form to this GHL sub-account (contacts API + the workflow trigger tag); booking \u2192 the GHL calendar URL. Power-user path.`);
+    } else {
+      L.push(`  \u2022 [funnel] Design + populate the pages of funnel "${fn.name}" (Blueprint builds the funnel + steps; page content/design is manual).`);
+    }
   }
   for (const w of result.workflows) {
     if (w.triggerManual) {
@@ -11808,7 +11841,21 @@ async function executeBackbone(plan, deps, opts = {}) {
     });
     return `Design + publish the pages of funnel "${fn.name}": ${pageBits.join("; ")}. (Blueprint built the funnel + steps; page content/design is manual.)`;
   };
+  const externalFunnelReason = (fn) => {
+    const host = fn.host ?? "cloudflare";
+    const bits = fn.pages.map((pg) => {
+      const hosts = [];
+      if (pg.formRef) hosts.push(`form "${formNameByRef.get(pg.formRef) ?? pg.formRef}"`);
+      if (pg.calendarRef) hosts.push(`booking \u2192 calendar "${calNameByRef.get(pg.calendarRef) ?? pg.calendarRef}"`);
+      return `page "${pg.name}"${hosts.length ? ` (${hosts.join(", ")})` : ""}`;
+    });
+    return `Funnel "${fn.name}" is EXTERNAL (host: ${host}${fn.domain ? `, domain: ${fn.domain}` : ""}) \u2014 Blueprint does NOT build or deploy it. Build + host the site yourself (technically-capable path), then wire its form to THIS GHL sub-account: upsert the contact via the GHL contacts API (your Private Integration token as a host-side secret) with the plan's custom fields, then add the tag that triggers your speed-to-lead workflow; ${bits.join("; ")}.`;
+  };
   for (const fn of plan.funnels ?? []) {
+    if (fn.target === "external") {
+      manual.push({ ref: fn.ref, type: "funnel-external", name: fn.name, reason: externalFunnelReason(fn) });
+      continue;
+    }
     let funnels;
     try {
       funnels = await deps.listFunnels();
@@ -12415,7 +12462,7 @@ 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; 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.`,
+    `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: a GHL funnel (target:"ghl", default) builds structurally (funnel + named steps; page content/HTML is a manual step \u2014 plans carry outlines); a funnel with target:"external" is NOT built or deployed here \u2014 the user builds + hosts the site themselves (Cloudflare/Vercel) and wires its form back to this GHL sub-account (surfaced as a manual wiring step). 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)."),
@@ -12508,7 +12555,7 @@ function registerIntakeToBuildTools(server2, client, builderClient) {
             manual: exec.manual,
             idMap: exec.idMap,
             deferred: exec.deferred,
-            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.",
+            deferredNote: 'execute builds the WHOLE plan live: CRM backbone (pipelines, custom fields, tags, custom values), calendars, forms, funnels (GHL-built = 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, GHL funnel page content/design, EXTERNAL funnels (target:"external" \u2014 the user builds + hosts the site themselves and wires it back; not built here), workflow triggers other than contact_tag, 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.`
           });
@@ -12550,7 +12597,7 @@ 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 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.'
+          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, GHL funnels (funnel + named steps), and workflows (DRAFT, with all steps incl. opportunity moves). Manual next steps (see the report's Part 2): GHL funnel page content/design; EXTERNAL funnels (target:"external") which you build + host yourself and wire back; workflow triggers other than contact_tag; then publish the workflows.`
         });
       } catch (error) {
         return errorResponse(error);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.42.0",
+  "version": "3.44.0",
   "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",