@energio/holded-mcp 1.0.0

package/dist/tools/crm/bookings.js

@@ -0,0 +1,272 @@
+/**
+ * Booking tools for Holded API
+ */
+import { makeApiRequest } from "../../services/api.js";
+import { ResponseFormat } from "../../constants.js";
+import { ListBookingsInputSchema, CreateBookingInputSchema, UpdateBookingInputSchema, GetBookingInputSchema, DeleteBookingInputSchema, ListBookingLocationsInputSchema, GetAvailableSlotsInputSchema, } from "../../schemas/crm/bookings.js";
+import { registerCrudTools } from "../factory.js";
+import { withErrorHandling } from "../utilities.js";
+/**
+ * Format bookings as markdown
+ */
+export function formatBookingsMarkdown(bookings) {
+    if (!bookings.length) {
+        return "No bookings found.";
+    }
+    const lines = ["# Bookings", "", `Found ${bookings.length} bookings:`, ""];
+    for (const booking of bookings) {
+        // Get service name for display
+        const serviceName = Array.isArray(booking.service)
+            ? booking.service[0]?.name
+            : booking.service?.name;
+        lines.push(`## ${serviceName || `Booking ${booking.id}`}`);
+        lines.push(`- **ID**: ${booking.id}`);
+        lines.push(`- **Start**: ${new Date(booking.startTime * 1000).toLocaleString()}`);
+        lines.push(`- **End**: ${new Date(booking.endTime * 1000).toLocaleString()}`);
+        lines.push(`- **Duration**: ${Math.round(booking.duration / 60)} min`);
+        if (booking.status)
+            lines.push(`- **Status**: ${booking.status}`);
+        // Get space name if available
+        const spaceName = Array.isArray(booking.space)
+            ? booking.space[0]?.name
+            : booking.space?.name;
+        if (spaceName)
+            lines.push(`- **Space**: ${spaceName}`);
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+/**
+ * Format a single booking as markdown
+ */
+export function formatBookingMarkdown(booking) {
+    // Get service name for display
+    const serviceName = Array.isArray(booking.service)
+        ? booking.service[0]?.name
+        : booking.service?.name;
+    const lines = [`# ${serviceName || `Booking ${booking.id}`}`, ""];
+    lines.push(`- **ID**: ${booking.id}`);
+    lines.push(`- **Start**: ${new Date(booking.startTime * 1000).toLocaleString()}`);
+    lines.push(`- **End**: ${new Date(booking.endTime * 1000).toLocaleString()}`);
+    lines.push(`- **Duration**: ${Math.round(booking.duration / 60)} min`);
+    if (booking.status)
+        lines.push(`- **Status**: ${booking.status}`);
+    // Get space info if available
+    const space = Array.isArray(booking.space) ? booking.space[0] : booking.space;
+    if (space)
+        lines.push(`- **Space**: ${space.name} (ID: ${space.id})`);
+    // Get service details
+    const service = Array.isArray(booking.service) ? booking.service[0] : booking.service;
+    if (service) {
+        lines.push("");
+        lines.push("### Service");
+        lines.push(`- **Name**: ${service.name}`);
+        if (service.description)
+            lines.push(`- **Description**: ${service.description}`);
+        // Handle array format for total (API may return as array or object)
+        if (service.total) {
+            const total = Array.isArray(service.total) ? service.total[0] : service.total;
+            if (total)
+                lines.push(`- **Total**: ${total.amount} ${total.currency}`);
+        }
+    }
+    // Show custom fields if available (handle both field names from API)
+    const customFieldsList = booking.customFieldsValues ?? booking.customFields;
+    if (customFieldsList?.length) {
+        lines.push("");
+        lines.push("### Custom Fields");
+        for (const field of customFieldsList) {
+            lines.push(`- **${field.label}**: ${field.value}`);
+        }
+    }
+    return lines.join("\n");
+}
+/**
+ * Register all booking-related tools
+ */
+export function registerBookingTools(server) {
+    // ── Standard CRUD via factory ───────────────────────────
+    registerCrudTools(server, {
+        module: "crm",
+        toolPrefix: "holded_crm",
+        resource: "booking",
+        resourcePlural: "bookings",
+        endpoint: "bookings",
+        idParam: "booking_id",
+        schemas: {
+            list: ListBookingsInputSchema,
+            get: GetBookingInputSchema,
+            create: CreateBookingInputSchema,
+            update: UpdateBookingInputSchema,
+            delete: DeleteBookingInputSchema,
+        },
+        titles: {
+            list: "List Holded Bookings",
+            get: "Get Holded Booking",
+            create: "Create Holded Booking",
+            update: "Update Holded Booking",
+            delete: "Cancel Holded Booking",
+        },
+        descriptions: {
+            list: `List all bookings from Holded CRM.
+
+Args:
+  - page (number): Page number for pagination (default: 1, max 500 items per page)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Array of bookings with id, startTime, endTime, duration, status, service, space, and customFieldsValues.`,
+            get: `Get a specific booking by ID from Holded CRM.
+
+Args:
+  - booking_id (string): The booking ID to retrieve (required)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Booking details including startTime, endTime, duration, status, service, space, outcome, and customFieldsValues.`,
+            create: `Create a new booking in Holded CRM.
+
+Args:
+  - locationId (string): Location ID for the booking (required)
+  - serviceId (string): Service ID for the booking (required)
+  - dateTime (number): Booking date and time as Unix timestamp (required)
+  - timezone (string): Timezone (e.g., 'Europe/Luxembourg') (required)
+  - language (string): Language code (e.g., 'es', 'en') (required)
+  - customFields (array): Array of custom fields with key-value pairs (required)
+    Typically includes:
+    - key: "name", value: customer name
+    - key: "email", value: customer email
+
+Returns:
+  The created booking with status and id.`,
+            update: `Update an existing booking in Holded CRM. Only the params included in the operation will update the booking.
+
+Args:
+  - booking_id (string): The booking ID to update (required)
+  - dateTime (number): Booking date and time as Unix timestamp (optional)
+  - customFields (array): Array of custom fields with key-value pairs (optional)
+    Each custom field should have:
+    - key (string): Custom field key
+    - value (string): Custom field value
+
+Returns:
+  Confirmation with status and booking ID.`,
+            delete: `Cancel a booking in Holded CRM.
+
+Note: This endpoint cancels the booking (the Holded API calls this operation "Cancel Booking").
+
+Args:
+  - booking_id (string): The booking ID to cancel (required)
+
+Returns:
+  Confirmation of deletion.`,
+        },
+        formatters: {
+            list: formatBookingsMarkdown,
+            single: formatBookingMarkdown,
+        },
+    });
+    // ── Manual tools (non-standard endpoints) ───────────────
+    // List Booking Locations
+    server.registerTool("holded_crm_list_booking_locations", {
+        title: "List Holded Booking Locations",
+        description: `List all booking locations from Holded CRM.
+
+Args:
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Array of booking locations with id, name, description, active status, and availableServices.`,
+        inputSchema: ListBookingLocationsInputSchema,
+        annotations: {
+            readOnlyHint: true,
+            destructiveHint: false,
+            idempotentHint: true,
+            openWorldHint: true,
+        },
+    }, withErrorHandling(async (params) => {
+        const typedParams = params;
+        const locations = await makeApiRequest("crm", "bookings/locations", "GET");
+        let textContent;
+        if (typedParams.response_format === ResponseFormat.MARKDOWN) {
+            if (!locations.length) {
+                textContent = "No booking locations found.";
+            }
+            else {
+                const lines = ["# Booking Locations", "", `Found ${locations.length} locations:`, ""];
+                for (const loc of locations) {
+                    lines.push(`## ${loc.name}`);
+                    lines.push(`- **ID**: ${loc.id}`);
+                    if (loc.description)
+                        lines.push(`- **Description**: ${loc.description}`);
+                    lines.push(`- **Active**: ${loc.active ? "Yes" : "No"}`);
+                    if (loc.availableServices?.length) {
+                        lines.push(`- **Available Services**: ${loc.availableServices.length} service(s)`);
+                        for (const serviceId of loc.availableServices) {
+                            lines.push(`  - ${serviceId}`);
+                        }
+                    }
+                    lines.push("");
+                }
+                textContent = lines.join("\n");
+            }
+        }
+        else {
+            textContent = JSON.stringify(locations, null, 2);
+        }
+        return {
+            content: [{ type: "text", text: textContent }],
+            structuredContent: { locations, count: locations.length },
+        };
+    }));
+    // Get Available Slots
+    server.registerTool("holded_crm_get_available_slots", {
+        title: "Get Holded Available Booking Slots",
+        description: `Get available time slots for a specific booking location from Holded CRM.
+
+Args:
+  - location_id (string): The location ID (required)
+  - serviceId (string): Service ID (required)
+  - day (string): Day in yyyy-mm-dd format (required)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Array of available time slots for the location with dateTime, from, to, and duration.`,
+        inputSchema: GetAvailableSlotsInputSchema,
+        annotations: {
+            readOnlyHint: true,
+            destructiveHint: false,
+            idempotentHint: true,
+            openWorldHint: true,
+        },
+    }, withErrorHandling(async (params) => {
+        const typedParams = params;
+        // API requires serviceId and day as query parameters
+        const queryParams = {
+            serviceId: typedParams.serviceId,
+            day: typedParams.day,
+        };
+        const slots = await makeApiRequest("crm", `bookings/locations/${typedParams.location_id}/slots`, "GET", undefined, queryParams);
+        let textContent;
+        if (typedParams.response_format === ResponseFormat.MARKDOWN) {
+            if (!slots.length) {
+                textContent = "No available slots found for this location.";
+            }
+            else {
+                const lines = ["# Available Booking Slots", "", `Found ${slots.length} slots:`, ""];
+                for (const slot of slots) {
+                    lines.push(`- **${slot.from}** to **${slot.to}** (${Math.round(slot.duration / 60)} min)`);
+                }
+                textContent = lines.join("\n");
+            }
+        }
+        else {
+            textContent = JSON.stringify(slots, null, 2);
+        }
+        return {
+            content: [{ type: "text", text: textContent }],
+            structuredContent: { slots, count: slots.length, locationId: typedParams.location_id },
+        };
+    }));
+}
+//# sourceMappingURL=bookings.js.map

package/dist/tools/crm/bookings.js.map

@@ -0,0 +1 @@
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package/dist/tools/crm/events.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Event tools for Holded API
+ */
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { CrmEvent } from "../../types.js";
+/**
+ * Format events as markdown
+ */
+export declare function formatEventsMarkdown(events: CrmEvent[]): string;
+/**
+ * Format a single event as markdown
+ */
+export declare function formatEventMarkdown(event: CrmEvent): string;
+/**
+ * Register all event-related tools
+ */
+export declare function registerEventTools(server: McpServer): void;
+//# sourceMappingURL=events.d.ts.map

package/dist/tools/crm/events.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"events.d.ts","sourceRoot":"","sources":["../../../src/tools/crm/events.ts"],"names":[],"mappings":"AAAA;;GAEG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AACpE,OAAO,EAAE,QAAQ,EAAE,MAAM,gBAAgB,CAAC;AAU1C;;GAEG;AACH,wBAAgB,oBAAoB,CAAC,MAAM,EAAE,QAAQ,EAAE,GAAG,MAAM,CAkB/D;AAED;;GAEG;AACH,wBAAgB,mBAAmB,CAAC,KAAK,EAAE,QAAQ,GAAG,MAAM,CAY3D;AAED;;GAEG;AACH,wBAAgB,kBAAkB,CAAC,MAAM,EAAE,SAAS,GAAG,IAAI,CAiF1D"}

package/dist/tools/crm/events.js

@@ -0,0 +1,134 @@
+/**
+ * Event tools for Holded API
+ */
+import { ListEventsInputSchema, GetEventInputSchema, CreateEventInputSchema, UpdateEventInputSchema, DeleteEventInputSchema, } from "../../schemas/crm/events.js";
+import { registerCrudTools } from "../factory.js";
+/**
+ * Format events as markdown
+ */
+export function formatEventsMarkdown(events) {
+    if (!events.length) {
+        return "No events found.";
+    }
+    const lines = ["# Events", "", `Found ${events.length} events:`, ""];
+    for (const event of events) {
+        lines.push(`## ${event.name}`);
+        lines.push(`- **ID**: ${event.id}`);
+        lines.push(`- **Start**: ${new Date(event.start * 1000).toLocaleString()}`);
+        if (event.end)
+            lines.push(`- **End**: ${new Date(event.end * 1000).toLocaleString()}`);
+        if (event.leadId)
+            lines.push(`- **Lead ID**: ${event.leadId}`);
+        if (event.contactId)
+            lines.push(`- **Contact ID**: ${event.contactId}`);
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+/**
+ * Format a single event as markdown
+ */
+export function formatEventMarkdown(event) {
+    const lines = [`# ${event.name}`, ""];
+    lines.push(`- **ID**: ${event.id}`);
+    lines.push(`- **Start**: ${new Date(event.start * 1000).toLocaleString()}`);
+    if (event.end)
+        lines.push(`- **End**: ${new Date(event.end * 1000).toLocaleString()}`);
+    if (event.allDay !== undefined)
+        lines.push(`- **All Day**: ${event.allDay ? "Yes" : "No"}`);
+    if (event.description)
+        lines.push(`- **Description**: ${event.description}`);
+    if (event.leadId)
+        lines.push(`- **Lead ID**: ${event.leadId}`);
+    if (event.contactId)
+        lines.push(`- **Contact ID**: ${event.contactId}`);
+    if (event.assignedTo)
+        lines.push(`- **Assigned To**: ${event.assignedTo}`);
+    return lines.join("\n");
+}
+/**
+ * Register all event-related tools
+ */
+export function registerEventTools(server) {
+    registerCrudTools(server, {
+        module: "crm",
+        toolPrefix: "holded_crm",
+        resource: "event",
+        resourcePlural: "events",
+        endpoint: "events",
+        idParam: "event_id",
+        schemas: {
+            list: ListEventsInputSchema,
+            get: GetEventInputSchema,
+            create: CreateEventInputSchema,
+            update: UpdateEventInputSchema,
+            delete: DeleteEventInputSchema,
+        },
+        titles: {
+            list: "List Holded Events",
+            get: "Get Holded Event",
+            create: "Create Holded Event",
+            update: "Update Holded Event",
+            delete: "Delete Holded Event",
+        },
+        descriptions: {
+            list: `List all events from Holded CRM.
+
+Args:
+  - page (number): Page number for pagination (default: 1, max 500 items per page)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Array of events with id, name, start, end, and associated lead/contact.`,
+            get: `Get a specific event by ID from Holded CRM.
+
+Args:
+  - event_id (string): The event ID to retrieve (required)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Event details including start, end, description, and associated entities.`,
+            create: `Create a new event in Holded CRM.
+
+Args:
+  - name (string): Event name (required)
+  - start (number): Start time as Unix timestamp (required)
+  - end (number): End time as Unix timestamp
+  - allDay (boolean): Whether the event is all-day
+  - description (string): Event description
+  - leadId (string): Associated lead ID
+  - contactId (string): Associated contact ID
+  - assignedTo (string): User ID to assign the event to
+
+Returns:
+  The created event with its assigned ID.`,
+            update: `Update an existing event in Holded CRM.
+
+Args:
+  - event_id (string): The event ID to update (required)
+  - name (string): Event name
+  - start (number): Start time as Unix timestamp
+  - end (number): End time as Unix timestamp
+  - allDay (boolean): Whether the event is all-day
+  - description (string): Event description
+  - leadId (string): Associated lead ID
+  - contactId (string): Associated contact ID
+  - assignedTo (string): User ID to assign the event to
+
+Returns:
+  The updated event.`,
+            delete: `Delete an event from Holded CRM.
+
+Args:
+  - event_id (string): The event ID to delete (required)
+
+Returns:
+  Confirmation of deletion.`,
+        },
+        formatters: {
+            list: formatEventsMarkdown,
+            single: formatEventMarkdown,
+        },
+    });
+}
+//# sourceMappingURL=events.js.map

package/dist/tools/crm/events.js.map

@@ -0,0 +1 @@
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package/dist/tools/crm/funnels.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Funnel tools for Holded API
+ */
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { Funnel } from "../../types.js";
+/**
+ * Format funnels as markdown
+ */
+export declare function formatFunnelsMarkdown(funnels: Funnel[]): string;
+/**
+ * Format a single funnel as markdown
+ */
+export declare function formatFunnelMarkdown(funnel: Funnel): string;
+/**
+ * Register all funnel-related tools
+ */
+export declare function registerFunnelTools(server: McpServer): void;
+//# sourceMappingURL=funnels.d.ts.map

package/dist/tools/crm/funnels.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/crm/funnels.js

@@ -0,0 +1,113 @@
+/**
+ * Funnel tools for Holded API
+ */
+import { ListFunnelsInputSchema, CreateFunnelInputSchema, UpdateFunnelInputSchema, GetFunnelInputSchema, DeleteFunnelInputSchema, } from "../../schemas/crm/funnels.js";
+import { registerCrudTools } from "../factory.js";
+/**
+ * Format funnels as markdown
+ */
+export function formatFunnelsMarkdown(funnels) {
+    if (!funnels.length) {
+        return "No funnels found.";
+    }
+    const lines = ["# Sales Funnels", "", `Found ${funnels.length} funnels:`, ""];
+    for (const funnel of funnels) {
+        lines.push(`## ${funnel.name}`);
+        lines.push(`- **ID**: ${funnel.id}`);
+        if (funnel.stages && funnel.stages.length > 0) {
+            lines.push("- **Stages**:");
+            for (const stage of funnel.stages) {
+                lines.push(`  - ${stage.name} (ID: ${stage.id}, Order: ${stage.order})`);
+            }
+        }
+        lines.push("");
+    }
+    return lines.join("\n");
+}
+/**
+ * Format a single funnel as markdown
+ */
+export function formatFunnelMarkdown(funnel) {
+    const lines = [`# ${funnel.name}`, ""];
+    lines.push(`- **ID**: ${funnel.id}`);
+    if (funnel.stages && funnel.stages.length > 0) {
+        lines.push("", "## Stages");
+        for (const stage of funnel.stages) {
+            lines.push(`- **${stage.name}** (ID: ${stage.id}, Order: ${stage.order})`);
+        }
+    }
+    return lines.join("\n");
+}
+/**
+ * Register all funnel-related tools
+ */
+export function registerFunnelTools(server) {
+    registerCrudTools(server, {
+        module: "crm",
+        toolPrefix: "holded_crm",
+        resource: "funnel",
+        resourcePlural: "funnels",
+        endpoint: "funnels",
+        idParam: "funnel_id",
+        schemas: {
+            list: ListFunnelsInputSchema,
+            get: GetFunnelInputSchema,
+            create: CreateFunnelInputSchema,
+            update: UpdateFunnelInputSchema,
+            delete: DeleteFunnelInputSchema,
+        },
+        titles: {
+            list: "List Holded Funnels",
+            get: "Get Holded Funnel",
+            create: "Create Holded Funnel",
+            update: "Update Holded Funnel",
+            delete: "Delete Holded Funnel",
+        },
+        descriptions: {
+            list: `List all sales funnels from Holded CRM.
+
+Args:
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Array of funnels with id, name, and stages.`,
+            get: `Get a specific funnel by ID from Holded CRM.
+
+Args:
+  - funnel_id (string): The funnel ID to retrieve (required)
+  - response_format ('json' | 'markdown'): Output format (default: 'json')
+
+Returns:
+  Funnel details including name and stages.`,
+            create: `Create a new sales funnel in Holded CRM.
+
+Args:
+  - name (string): Funnel name (required)
+  - stages (array): Initial funnel stages with name, order, and probability
+
+Returns:
+  The created funnel with its assigned ID.`,
+            update: `Update an existing sales funnel in Holded CRM.
+
+Args:
+  - funnel_id (string): The funnel ID to update (required)
+  - name (string): Funnel name
+  - stages (array): Updated funnel stages
+
+Returns:
+  The updated funnel.`,
+            delete: `Delete a funnel from Holded CRM.
+
+Args:
+  - funnel_id (string): The funnel ID to delete (required)
+
+Returns:
+  Confirmation of deletion.`,
+        },
+        formatters: {
+            list: formatFunnelsMarkdown,
+            single: formatFunnelMarkdown,
+        },
+    });
+}
+//# sourceMappingURL=funnels.js.map

package/dist/tools/crm/funnels.js.map

@@ -0,0 +1 @@
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package/dist/tools/crm/index.d.ts

@@ -0,0 +1,9 @@
+/**
+ * CRM module tools registration
+ */
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+/**
+ * Register all CRM-related tools
+ */
+export declare function registerCrmTools(server: McpServer): void;
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/crm/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/crm/index.js

@@ -0,0 +1,17 @@
+/**
+ * CRM module tools registration
+ */
+import { registerLeadTools } from "./leads.js";
+import { registerFunnelTools } from "./funnels.js";
+import { registerEventTools } from "./events.js";
+import { registerBookingTools } from "./bookings.js";
+/**
+ * Register all CRM-related tools
+ */
+export function registerCrmTools(server) {
+    registerLeadTools(server);
+    registerFunnelTools(server);
+    registerEventTools(server);
+    registerBookingTools(server);
+}
+//# sourceMappingURL=index.js.map

package/dist/tools/crm/index.js.map

@@ -0,0 +1 @@
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package/dist/tools/crm/leads.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Lead tools for Holded API
+ */
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { Lead } from "../../types.js";
+/**
+ * Format leads as markdown
+ */
+export declare function formatLeadsMarkdown(leads: Lead[]): string;
+/**
+ * Format a single lead as markdown
+ */
+export declare function formatLeadMarkdown(lead: Lead): string;
+/**
+ * Register all lead-related tools
+ */
+export declare function registerLeadTools(server: McpServer): void;
+//# sourceMappingURL=leads.d.ts.map

package/dist/tools/crm/leads.d.ts.map

@@ -0,0 +1 @@
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