@elitedcs/ghl-mcp 3.89.0-beta.6 → 3.89.0-beta.8

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elitedcs/ghl-mcp",
-  "version": "3.89.0-beta.6",
+  "version": "3.89.0-beta.8",
   "mcpName": "io.github.drjerryrelth/ghl-command",
   "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.",
   "main": "dist/index.js",

package/skills/blueprint/presets/wellness-clinic.preset.json

@@ -29,7 +29,7 @@
   "source": "Built 2026-09-29 from live wellness trial accounts: a red-light trial clinic's 46 published workflows, pipeline, calendar, products and custom values (read-only), two sister accounts running the same paid-trial-with-deposit offer, and the agency's own texting lessons (A2P, opt-out and link-blocking). Every message template carries a _source note: PATTERN describes the live pattern it follows (never its wording); [NO REAL SOURCE: proposed] means no live example exists. The event-only launch system stays in the launch-event preset.",
   "conventions": {
     "triggerTokens": "Use ONLY the executor's native trigger types: contact_tag, form_submission, appointment (confirmed / showed / noshow / cancelled), customer_reply (optionally replyKeywords, an exact-match list), pipeline_stage_updated, call_status, payment_received.",
-    "handoffTag": "Sequences hand off with add_contact_tag + a contact_tag trigger (nurture-start, winback-start, service-complete), never add_to_workflow (preset-format section 7 bans only that). A booking pulls the lead out with remove_from_workflow (Speed to Lead, Lead Nurture, Win-back, No-Show Rescue), exactly as med-spa's booking workflow does, and Program Sold removes the 72-hour follow-up. Every sequence also stops on reply by itself (stopOnResponse).",
+    "handoffTag": "Sequences hand off with add_contact_tag + a contact_tag trigger (nurture-start, winback-start, service-complete), never add_to_workflow (preset-format section 7 bans only that). A booking pulls the lead out with remove_from_workflow (Speed to Lead, Lead Nurture, Win-back, No-Show Rescue), exactly as med-spa's booking workflow does, and Program Sold removes the 3-day follow-up. Every sequence also stops on reply by itself (stopOnResponse).",
     "nurtureSpan": "Lead Nurture waits sum to 31 days and Win-back waits to 31 days (owner rule: nothing under 30). Speed to Lead ends with the nurture-start hand-off tag.",
     "staff": "Every internal_notification, task_notification and assign_user carries userRef user.owner (a role placeholder resolved from brief.team). No staff = user.__pending__, the step is kept and handoff.add_staff holds the workflow DRAFT.",
     "a2pGating": "handoff.a2p.blocks lists every SMS-bearing workflow ref, so nothing texts before A2P approval. Use case Low Volume Mixed; the website form with two separate unchecked consent boxes is the only opt-in.",
@@ -3149,7 +3149,7 @@
             "type": "task_notification",
             "userRef": "user.owner",
             "title": "Record {{contact.first_name}}'s visit outcome",
-            "body": "Move their card to {{stage.program_sold}} or to {{stage.no_sale}}. The program confirmation or the 72-hour follow-up texts start from that stage.",
+            "body": "Move their card to {{stage.program_sold}} or to {{stage.no_sale}}. The program confirmation or the 3-day follow-up texts start from that stage.",
             "dueDate": "1"
           },
           {
@@ -3450,7 +3450,7 @@
             "type": "task_notification",
             "userRef": "user.owner",
             "title": "Call {{contact.first_name}} about a program",
-            "body": "No reply to the 72-hour follow-up. One call, no pressure: what would make this a yes, or when should we check back.",
+            "body": "No reply to the 3-day follow-up. One call, no pressure: what would make this a yes, or when should we check back.",
             "dueDate": "1"
           },
           {
@@ -3682,7 +3682,7 @@
       },
       {
         "ref": "handoff.deposit_product",
-        "conditionalOn": "goal.bookingNeeded == true && offer.depositAmount is set",
+        "conditionalOn": "goal.bookingNeeded == true && offer.depositAmount is set && channels.payment != 'None'",
         "owner": "OPERATOR-EXT",
         "title": "Take the deposit on the calendar",
         "trigger": "the trial takes a deposit",
@@ -3692,7 +3692,7 @@
       },
       {
         "ref": "handoff.balance_product",
-        "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set",
+        "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set && channels.payment != 'None'",
         "owner": "OPERATOR-EXT",
         "title": "Set up the trial balance link",
         "trigger": "a balance is due at the visit",
@@ -3705,7 +3705,7 @@
       },
       {
         "ref": "handoff.balance_trigger",
-        "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set",
+        "conditionalOn": "goal.bookingNeeded == true && offer.balanceAmount is set && channels.payment != 'None'",
         "owner": "OPERATOR-UI",
         "title": "Limit the Trial Balance Paid workflow to the balance product",
         "trigger": "a payment trigger with no product filter fires on every payment",
@@ -3739,7 +3739,7 @@
         "owner": "TEAM",
         "title": "Move each card after the visit",
         "trigger": "after every trial visit",
-        "instruction": "After a trial visit, move the card to {{stage.program_sold}} or to {{stage.no_sale}}. The first sends the program confirmation text and alert; the second starts the 72-hour follow-up texts. A task reminds whoever takes calls.",
+        "instruction": "After a trial visit, move the card to {{stage.program_sold}} or to {{stage.no_sale}}. The first sends the program confirmation text and alert; the second starts the 3-day follow-up texts. A task reminds whoever takes calls.",
         "produces": null,
         "successCheck": "Every showed trial card sits in {{stage.program_sold}} or {{stage.no_sale}} within a day"
       },
@@ -3750,7 +3750,8 @@
         "trigger": "before tagging a past-patient list winback-start",
         "instruction": "Only after A2P approval: warm the sending number, use one number per 500 contacts (at most 4), send to the warmest contacts first (the age of a contact drives the opt-out rate more than wording), in batches of 25 about 5 minutes apart, 08:00 to 19:30, never on Sundays. Leave out anyone tagged not-interested or replied-stop: they asked not to be texted about this.",
         "produces": null,
-        "successCheck": "Opt-outs stay under 2% per batch"
+        "successCheck": "Opt-outs stay under 2% per batch",
+        "conditionalOn": "channels.sms != false"
       },
       {
         "ref": "handoff.a2p",
@@ -3758,7 +3759,7 @@
         "owner": "OPERATOR-EXT",
         "title": "Register A2P 10DLC (so texts can send)",
         "trigger": "channels.sms == true",
-        "instruction": "Submit your A2P brand and campaign in the GHL Trust Center. Use case: Low Volume Mixed, typically 2-8 messages per month. The website trial form is the only opt-in, with its two separate unchecked consent boxes quoted word for word. Keep the words weight loss, fat loss and GLP-1 off the website. Every text-bearing workflow stays DRAFT until approval. Save your full submission before you submit it.",
+        "instruction": "Submit your A2P brand and campaign in the GHL Trust Center. Use case: Low Volume Mixed, typically 2-8 messages per month. The trial booking form Command OS built is the only opt-in (it works on your website or on its own GoHighLevel link, so you need no website for this): quote its two consent boxes (one for appointment texts, one for offers), both left unticked until the person ticks them, word for word. Keep health and weight-loss claims off the website and out of your sample messages, because carriers reject them. Switch on the automations that send texts only after this registration is approved. Save your full submission before you submit it.",
         "produces": null,
         "successCheck": "A2P campaign status shows submitted or approved",
         "blocks": [