@elitedcs/ghl-mcp 3.89.0-beta.1 → 3.89.0-beta.3

package/CHANGELOG.md

@@ -1,6 +1,22 @@
 # Changelog
 
-## 3.89.0-beta.1: test build with safer workflow changes, one-click fixes and branded reports
+## 3.89.0-beta.3: one list of what the client bought, one approve button, no pop-up boxes on the client build path, and a cleaner read of intake answers
+
+This is a beta, a test build for members who want the next release early. Everything below is new since 3.89.0-beta.2.
+
+**One list of what the client bought (cockpit plan).** The Blueprint Review now has one list of the fourteen things a client can buy, the same fourteen the Assessment uses, from Call answering to Reporting. Each one says in a line what it means for the client and what happens when it is ticked for this client's industry: built automatically, always built, a job for you in the account, separate work, or something Claude does for you. If the build does not make one for this client's industry, it says so. Everything starts ticked, so you untick what the client did not buy; if an attached Assessment recorded what they bought, those are ticked instead. "Everything in the plan" is now "Tick everything", and the separate "Bought in the Assessment" checklist is gone. Above the list, the cockpit asks whether you have run the Assessment for this client: attach it, run it first, or build without one. Approve waits for that answer, and changing the answer or the ticks after approving withdraws the approval, the same way a changed selection always has. Every ticked item that is not built automatically becomes one line in Your jobs in the account, and ticking that line off counts as done, since no check can see it in the account; Claude's suggested next steps (an AI voice agent to answer calls live, a weekly client report) are listed beside your jobs without holding anything up, and the client document shows what was bought, what was built, what is still to do, and whether an Assessment was run.
+
+**One way to approve a plan (part of the cockpit plan).** Step 3 used to show up to three approve buttons, and one of them only ticked the step, so Build then said "Approve building before running Build." Now there is one action, "Approve this plan". It sits in the next step and, when the Blueprint Review is open, in the review too; both do exactly the same thing. It approves the plan and any live workflow repairs listed with it in one go.
+
+**No more pop-up boxes when you approve or mark a step (part of the cockpit plan).** Approving a plan opens a small panel right under the button with two boxes, "Your name" (filled in with the name you used last time) and "Type the client name to confirm", plus Approve and Cancel. A stray key no longer throws away what you typed, and if something is wrong the reason appears in the panel instead of a pop-up. Running Intake, marking a step done, and changing the name that goes on hand marks work the same way.
+
+**"Not saved yet" goes away after you save (part of the cockpit plan).** In What they bought, the "Not saved yet" label now disappears once Save what they bought goes through.
+
+**A slow moment is no longer called a broken key (part of the cockpit plan).** When GoHighLevel was slow or busy while the intake was open, the cockpit said it could not read the client's account and to paste its key again, even though the key was fine. That message now appears only when GoHighLevel actually refuses the key. A passing hiccup shows a quiet "Could not refresh just now; retrying." that clears by itself on the next good read, and the answers already on screen stay put. It stops trying after ten attempts and offers Refresh status. If the form shows a submission but no answers can be found, the cockpit now says so and what to do, instead of retrying forever.
+
+**Intake answers are read the way the client wrote them.** Staff written on one line with a semicolon between people ("name, email, role; name, email, role") are read as separate people instead of one merged person. Sales stages written one per line keep their own commas, so "No sale, follow up" stays one stage. Pain points and objections are never cut at a comma. A calendar answer like "Intro Trial (90 min, $19 deposit, max 6 per day) and Regular Session (60 min). Both with Test Provider." now gives two clean calendars with their lengths and the provider on both, and keeps the deposit and daily cap as a note to review. A price like "Intro Trial (90 min) $79 ($19 deposit + $60 at visit)" now keeps its $79 price instead of coming back blank.
+
+## 3.89.0-beta.2: test build with safer workflow changes, one-click fixes, branded reports and a cockpit build that runs start to finish
 
 This is a beta, a test build for members who want the next release early. It is published under the "beta" label, so a normal install stays on 3.88.2 until the full release. Everything below is new since 3.88.2.
 
@@ -22,12 +38,26 @@ This is a beta, a test build for members who want the next release early. It is
 
 **Clearer first steps for new members (part of the cockpit plan).** The cockpit's readiness check now also checks that GHL Command is added to Claude Code, which every client-build stage runs through, and `npx -y @elitedcs/ghl-mcp@beta cli install --claude-code --beta` adds it during the beta (on the full release it is the same line with `@latest` and without `--beta`). Every place that tells you where to find the Private Integration key, the Location ID or the staff page now gives the same directions, checked on a real GoHighLevel screen. A missing workflow builder login now says "Unlock the Workflow Builder", and the Verify step says it only reads, since builds no longer make pages.
 
+**Only what the client bought gets built (part of the cockpit plan).** Before you approve a build, the cockpit now asks what the client bought, and only those parts are built. Choose Everything in the plan to build it all.
+
 **Zoom in the cockpit (part of the cockpit plan).** Zoom is now on the Connections page. It reads only, and your recent recordings show in the daily brief.
 
+**Your client's sales stages, exactly.** When a client lists their own sales stages, the build now uses exactly their stages and points the automations at the matching ones, instead of adding template stages after Lost. For example, the booking automation moves the card to their "Trial booked" stage, and No-Show Rescue moves it to their "No show" stage when they have one. Each match is listed in the build notes. If no stage of theirs fits, the one missing stage is added just before their closing stages, never after Lost.
+
 **Two clinics in one sub-account.** Blueprint can build a second clinic into a sub-account that already holds one. Each clinic's records carry its own short prefix, the cockpit keeps each clinic's records apart, and a build never changes the other clinic's live workflows.
 
+**The workflow builder no longer looks locked when many steps run at once.** The cockpit's readiness check and builds no longer briefly report the workflow builder as not unlocked when many steps run at once. GHL Command now signs in to the workflow builder once and reuses that sign-in, instead of signing in again for every check, which Google limits per minute. If Google does ask it to slow down, it waits a few seconds and tries again before saying anything is wrong.
+
+**Builds and intake reading no longer fail at the finish line.** Runs started by the cockpit ignore your own Claude Code hooks, so a hook can no longer end a build step early, and intake reading keeps the run's real answer instead of failing with "no result line". A step that runs out of time is now always reported as not finished.
+
+**Fewer workflow builder sign-ins across windows.** The Claude app and every cockpit step now share one workflow builder sign-in on this computer, kept in a private file next to your credentials, so opening several at once no longer trips Google's per-minute limit. If GoHighLevel refuses a sign-in, it is thrown away everywhere and a fresh one is made.
+
+**Every calendar the client described is built.** When the client's calendars were recorded in a slightly different place in the brief, the brief check said no calendar was described and the build made only one. Both now read them, so two described calendars become two calendars.
+
 **Smaller changes.** Claude Desktop's menu now lists the server as GHL Command, and running the installer again renames an old entry instead of adding a second one. get_custom_values and export_account now show each custom value's value. The clinic preset says privacy instead of naming a specific privacy law.
 
+**The cockpit keeps up while you work (part of the cockpit plan).** A step that finishes while the intake is open now shows as finished straight away, instead of looking like it is still running. Sections you open on the Client builds page now stay open while the page refreshes.
+
 **What to try:** switch on a workflow that has a known error and see it named; ask Claude to change one step of a live workflow; run Workflow Audit Pro on a sandbox client and try a fix, then Undo; pick a brand for a report and save it as a PDF; ask Claude to run the Secret Shopper on a prospect's site; add a client's staff from the new step before Intake.
 
 ## 3.88.2: a workflow waiting on a calendar is never switched on

package/README.md

@@ -899,7 +899,7 @@ Built by **[Elite DCs, LLC](https://elitedcs.com)** — a digital marketing and
 
 **Tech stack:** TypeScript, Node.js, esbuild, MCP SDK, Zod, GHL API v2, Firebase Auth
 
-**Version:** 3.89.0-beta.1
+**Version:** 3.89.0-beta.3
 
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