@elitedcs/ghl-mcp 3.89.0-beta.1 → 3.89.0-beta.2

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Files changed (12) hide show
  1. package/CHANGELOG.md +15 -1
  2. package/README.md +1 -1
  3. package/dist/index.js +1042 -224
  4. package/package.json +1 -1
  5. package/skills/blueprint/SKILL.md +1 -1
  6. package/skills/blueprint/presets/clinic.preset.json +8 -0
  7. package/skills/blueprint/presets/coach.preset.json +9 -0
  8. package/skills/blueprint/presets/ecommerce.preset.json +6 -0
  9. package/skills/blueprint/presets/generic-client.preset.json +9 -0
  10. package/skills/blueprint/presets/local-service.preset.json +9 -0
  11. package/skills/blueprint/presets/med-spa.preset.json +8 -0
  12. package/skills/blueprint/references/preset-format.md +1 -1
package/package.json CHANGED
@@ -1,6 +1,6 @@
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  {
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  "name": "@elitedcs/ghl-mcp",
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- "version": "3.89.0-beta.1",
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+ "version": "3.89.0-beta.2",
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  "mcpName": "io.github.drjerryrelth/ghl-command",
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  "description": "GoHighLevel MCP Server for Claude. 250 tools — full CRM, automation, marketing control, account-wide workflow audit, live funnel-capture verification, and the only programmatic GHL workflow builder, now multi-tenant across client accounts.",
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  "main": "dist/index.js",
package/skills/blueprint/SKILL.md CHANGED
@@ -55,7 +55,7 @@ Load the chosen preset's `skeleton`.
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  Apply, in order:
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  1. **Evaluate `conditionalOn`** on every item (and every workflow action). Drop where false. Prune refs that now dangle, and record each prune (you will note these in the summary, not silently drop).
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- 2. **Resolve `fillFrom`** lists. The main case is pipeline stages: if `goal.salesStages` is non-empty, build `stage.<slug>` refs from it in order; else use the preset `default`. If a workflow references a `stage.*` not in the chosen set, map it to the nearest equivalent (first stage for "new lead" creation) and note it — never ship a dead ref.
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+ 2. **Resolve `fillFrom`** lists. The main case is pipeline stages: if `goal.salesStages` is non-empty, build `stage.<slug>` refs from it in order; else use the preset `default`. If a workflow references a `stage.*` not in the chosen set, map it to the nearest equivalent through the preset stage's `aliases` (first stage for "new lead" creation; a workflow's `stagePreference` wins for that workflow) and note it — never ship a dead ref, and never add a template stage after the client's Lost.
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  3. **Substitute `{{tokens}}`** (with `||` fallback). Where a token resolves empty and has no fallback, omit the field and note the default you used.
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  4. **Derive interest tags + field options** from the offer/business type (e.g. `interest-injectables` for a med spa) and add them to `tags` + the `field.interest` options, mirroring each other.
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package/skills/blueprint/presets/clinic.preset.json CHANGED
@@ -53,32 +53,39 @@
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  "default": [
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  {
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  "ref": "stage.new_lead",
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+ "aliases": ["new patient lead", "new patient", "new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
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  "name": "New Patient Lead"
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  },
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  {
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  "ref": "stage.contacted",
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+ "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
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  "name": "Contacted"
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  },
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  {
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  "ref": "stage.visit_booked",
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+ "aliases": ["visit booked", "appointment booked", "consult booked", "consultation booked", "exam booked", "booked", "scheduled"],
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  "name": "Visit Booked",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.showed",
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+ "aliases": ["showed", "attended", "visit completed", "exam completed"],
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  "name": "Showed",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.plan_accepted",
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+ "aliases": ["care plan accepted", "plan accepted", "accepted", "started care", "sold"],
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  "name": "Care Plan Accepted"
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  },
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  {
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  "ref": "stage.active",
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+ "aliases": ["active patient", "active", "in care"],
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  "name": "Active Patient"
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  },
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  {
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  "ref": "stage.lost",
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+ "aliases": ["lost", "closed lost", "not interested"],
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  "name": "Lost"
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  }
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  ]
@@ -1572,6 +1579,7 @@
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  },
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  {
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  "ref": "workflow.no_show",
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+ "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
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  "name": "No-Show Rescue",
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  "trigger": {
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  "type": "appointment",
package/skills/blueprint/presets/coach.preset.json CHANGED
@@ -50,36 +50,44 @@
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  "default": [
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  {
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  "ref": "stage.new_lead",
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+ "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
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  "name": "New Lead"
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  },
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  {
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  "ref": "stage.contacted",
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+ "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
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  "name": "Contacted"
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  },
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  {
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  "ref": "stage.call_booked",
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+ "aliases": ["call booked", "discovery call booked", "strategy call booked", "consult booked", "appointment booked", "booked", "scheduled"],
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  "name": "Call Booked",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.call_held",
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+ "aliases": ["call held", "call completed", "showed", "attended"],
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  "name": "Call Held",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.offer_made",
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+ "aliases": ["offer made", "offer sent", "proposal sent", "pitched"],
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  "name": "Offer Made"
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  },
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  {
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  "ref": "stage.enrolled",
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+ "aliases": ["enrolled", "signed", "sold", "purchased"],
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  "name": "Enrolled"
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  },
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  {
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  "ref": "stage.alumni",
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+ "aliases": ["alumni", "referral", "graduated"],
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  "name": "Alumni / Referral"
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  },
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  {
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  "ref": "stage.lost",
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+ "aliases": ["lost", "closed lost", "not interested"],
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  "name": "Lost"
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  }
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  ]
@@ -1572,6 +1580,7 @@
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  },
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  {
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  "ref": "workflow.no_show",
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+ "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
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  "name": "No-Show Rescue",
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  "trigger": {
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  "type": "appointment",
package/skills/blueprint/presets/ecommerce.preset.json CHANGED
@@ -50,26 +50,32 @@
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  "default": [
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  {
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  "ref": "stage.new_subscriber",
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+ "aliases": ["new subscriber", "subscriber", "new lead", "signup", "lead", "new"],
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  "name": "New Subscriber"
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  },
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  {
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  "ref": "stage.engaged",
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+ "aliases": ["engaged", "clicked", "contacted"],
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  "name": "Engaged"
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  },
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  {
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  "ref": "stage.first_order",
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+ "aliases": ["first order", "first purchase", "purchased", "customer"],
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  "name": "First Order"
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  },
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  {
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  "ref": "stage.repeat",
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+ "aliases": ["repeat customer", "repeat", "returning"],
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  "name": "Repeat Customer"
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  },
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  {
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  "ref": "stage.vip",
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+ "aliases": ["vip"],
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  "name": "VIP"
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  },
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  {
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  "ref": "stage.lapsed",
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+ "aliases": ["lapsed", "inactive", "churned", "lost"],
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  "name": "Lapsed"
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  }
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  ]
package/skills/blueprint/presets/generic-client.preset.json CHANGED
@@ -44,35 +44,43 @@
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  "default": [
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  {
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  "ref": "stage.new_lead",
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+ "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
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  "name": "New Lead"
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  },
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  {
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  "ref": "stage.contacted",
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+ "aliases": ["contacted", "engaged", "in conversation", "follow up"],
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  "name": "Contacted"
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  },
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  {
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  "ref": "stage.qualified",
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+ "aliases": ["qualified"],
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  "name": "Qualified"
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  },
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  {
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  "ref": "stage.appointment_booked",
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+ "aliases": ["appointment booked", "consult booked", "consultation booked", "call booked", "booked", "scheduled"],
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  "name": "Appointment Booked",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.proposal_sent",
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+ "aliases": ["proposal sent", "quote sent", "estimate sent", "proposal", "quote"],
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  "name": "Proposal / Quote Sent"
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  },
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  {
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  "ref": "stage.won",
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+ "aliases": ["won", "closed won", "sold", "signed"],
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  "name": "Won"
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  },
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  {
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  "ref": "stage.repeat",
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+ "aliases": ["repeat", "retention"],
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  "name": "Repeat / Retention"
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  },
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  {
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  "ref": "stage.lost",
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+ "aliases": ["lost", "closed lost", "not interested"],
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  "name": "Lost"
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  }
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  ]
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  },
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  {
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  "ref": "workflow.no_show",
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+ "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
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  "name": "No-Show Rescue",
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  "trigger": {
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  "type": "appointment",
package/skills/blueprint/presets/local-service.preset.json CHANGED
@@ -53,35 +53,43 @@
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  "default": [
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  {
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  "ref": "stage.new_lead",
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+ "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
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  "name": "New Lead"
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  },
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  {
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  "ref": "stage.contacted",
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+ "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
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  "name": "Contacted"
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  },
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  {
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  "ref": "stage.estimate_scheduled",
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+ "aliases": ["estimate scheduled", "estimate booked", "appointment booked", "visit booked", "booked", "scheduled"],
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  "name": "Estimate Scheduled",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.quote_sent",
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+ "aliases": ["quote sent", "estimate sent", "proposal sent", "quote"],
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  "name": "Quote Sent"
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  },
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  {
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  "ref": "stage.job_won",
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+ "aliases": ["job won", "closed won", "won", "sold", "hired"],
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  "name": "Job Won"
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  },
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  {
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  "ref": "stage.job_complete",
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+ "aliases": ["job complete", "job completed", "completed", "finished"],
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  "name": "Job Complete"
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  },
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  {
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  "ref": "stage.maintenance",
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+ "aliases": ["maintenance", "repeat", "recurring"],
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  "name": "Repeat / Maintenance"
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  },
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  {
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  "ref": "stage.lost",
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+ "aliases": ["lost", "closed lost", "not interested"],
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  "name": "Lost"
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  }
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  ]
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  },
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  {
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  "ref": "workflow.no_show",
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+ "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
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  "name": "No-Show Rescue",
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  "trigger": {
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  "type": "appointment",
package/skills/blueprint/presets/med-spa.preset.json CHANGED
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  "default": [
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  {
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  "ref": "stage.new_lead",
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+ "aliases": ["new lead", "new inquiry", "inquiry", "new", "lead", "prospect"],
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  "name": "New Lead"
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  },
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  {
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  "ref": "stage.contacted",
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+ "aliases": ["contacted", "engaged", "in conversation", "qualified", "follow up"],
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  "name": "Contacted"
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  },
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  {
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  "ref": "stage.consult_booked",
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+ "aliases": ["consult booked", "consultation booked", "trial booked", "appointment booked", "booked", "scheduled"],
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  "name": "Consult Booked",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.showed",
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+ "aliases": ["showed", "trial showed", "consult completed", "attended"],
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  "name": "Showed",
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  "conditionalOn": "goal.bookingNeeded == true"
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  },
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  {
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  "ref": "stage.treated",
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+ "aliases": ["treated", "package sold", "sold", "purchased"],
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  "name": "Treated"
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  },
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  {
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  "ref": "stage.member",
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+ "aliases": ["member", "membership", "rebooked"],
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  "name": "Member / Rebooked"
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  },
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  {
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  "ref": "stage.lost",
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+ "aliases": ["lost", "closed lost", "not interested"],
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  "name": "Lost"
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  }
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  ]
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  },
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  {
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  "ref": "workflow.no_show",
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+ "stagePreference": { "stage.contacted": ["no show", "noshow", "missed appointment", "did not show"] },
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  "name": "No-Show Rescue",
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  "trigger": {
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  "type": "appointment",
package/skills/blueprint/references/preset-format.md CHANGED
@@ -96,7 +96,7 @@ For list-valued structure the brief can override:
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  "users": { "fillFrom": "team.staff", "transform": "userList", "default": [] }
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  ```
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- - `stageList`: `["new lead","contacted",...]` → `[{ref: "stage.<slug>", name, position}]`. Workflows that point at `stage.*` refs resolve against whichever set won; a referenced stage not in the chosen set is mapped to the nearest equivalent (new-lead → the first stage; booked → any stage whose name contains "book" / "consult" / "visit" / "estimate" / "call") and the mapping is noted. Never ship a dead ref.
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+ - `stageList`: `["new lead","contacted",...]` → `[{ref: "stage.<slug>", name, position}]`. Workflows that point at `stage.*` refs resolve against whichever set won. The client's list is the whole pipeline: a referenced default stage the client did not name is mapped onto one of theirs through the default stage's `aliases` array (whole-word match on the slug; each client stage goes to at most one default stage, the one whose alias matches it most specifically, and the loser tries its next alias; a stage still working the lead is never mapped onto a terminal one such as lost, no show, no sale, closed, won, not a fit, disqualified, dead, cancelled, declined, DND, churned, lapsed or archived; the first default stage falls back to the client's first stage), and the mapping is noted. A workflow may carry `stagePreference: { "stage.contacted": ["no show", ...] }` to prefer a client stage for one ref in that workflow only (No-Show Rescue → the client's "No show" stage); it is stripped from the plan. Only when nothing maps is the default stage kept, placed in preset order right after the client stage the previous preset stage landed on (else before the one the next preset stage landed on, else before the first terminal stage), never after Lost. Never ship a dead ref.
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  - `userList` (v2): each `brief.team.staff[]` entry → `{ref: "user.<slug of name>", firstName, lastName, email, role, phone?}`. `role` is `admin` for the first person / anyone whose title says owner, admin or director; `user` otherwise. Emails must be unique.
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  ### 4. `templates` and `templateRef` (v2) — every message lives once, complete