@firstdistro/mcp 1.2.3 → 1.3.0

package/README.md

@@ -49,19 +49,48 @@ That's it! Try asking:
 - "Show me my FirstDistro experiences"
 - "Who's stuck in onboarding?"
 - "What's Acme Corp's health score?"
+- "Which accounts need attention right now?"
+- "Search for Acme Corp"
 
 ## Available Tools
 
+16 read-only tools (v1.3.0). All require a server API key (`sk_live_...` / `sk_test_...`).
+
+### SDK & setup
+
 | Tool | Description |
 |------|-------------|
 | `get_sdk_config` | Get your installation token and SDK setup snippets |
 | `setup_sdk` | Generate files to set up FirstDistro SDK in your project |
+| `check_events_flowing` | Verify SDK is sending events |
+
+### Experiences
+
+| Tool | Description |
+|------|-------------|
 | `list_experiences` | List all configured user journeys |
+| `create_experience` | Create a new experience to track a customer journey |
 | `get_experience_stats` | Get funnel metrics for an experience |
 | `get_stuck_customers` | Find customers stuck in a journey |
+
+### Customer success
+
+| Tool | Description |
+|------|-------------|
 | `get_customer_health` | Get health score for an account |
 | `list_at_risk_accounts` | List critical and at-risk customers |
-| `check_events_flowing` | Verify SDK is sending events |
+| `get_priorities` | List accounts that need attention, sorted by urgency |
+| `list_upcoming_renewals` | Summarize the renewal pipeline by bucket |
+| `get_portfolio_pulse` | Snapshot of healthy/at-risk/critical account counts |
+
+### Account intelligence & CRM
+
+| Tool | Description |
+|------|-------------|
+| `get_churn_risk` | Get the deterministic churn-risk baseline for an account |
+| `get_customer_contacts` | List the contacts recorded for a customer account |
+| `get_integration_status` | Check which integrations (CRM, Slack, SDK) are connected |
+| `search_customers` | Search customer accounts and users by name or email |
 
 ## SDK Setup with AI
 
@@ -85,14 +114,15 @@ to verify the setup.
 
 | Framework | Status |
 |-----------|--------|
-| Next.js (App Router) | Full support |
-| React + Vite | Full support |
-| Next.js (Pages Router) | Coming soon |
-| Create React App | Coming soon |
+| Next.js (App Router) | Full scaffold via `setup_sdk` |
+| React + Vite | Full scaffold via `setup_sdk` |
+| Vanilla JavaScript (script tag) | Full scaffold via `setup_sdk` — no npm required |
+| Next.js (Pages Router) | Manual README via `setup_sdk` — prefer App Router or script tag |
+| Create React App | Manual README via `setup_sdk` — prefer Vite or script tag |
 
 ### Auth Integrations
 
-The `setup_sdk` tool can generate user identification code for:
+The `setup_sdk` `authPattern` option applies to **React scaffolds** (`nextjs-app`, `react-vite`) only. Vanilla uses a generic script-tag `setup()` snippet regardless of auth library.
 
 - **NextAuth.js** — Uses `useSession` hook
 - **Clerk** — Uses `useUser` hook
@@ -209,10 +239,34 @@ node bin/firstdistro-mcp.js
 node bin/firstdistro-mcp.js init
 ```
 
+## Changelog
+
+### 1.3.0 (2026-06-06)
+
+**Customer success & CRM tools (7 new)**
+
+- `get_priorities` — "Needs Your Attention" queue
+- `list_upcoming_renewals` — renewal pipeline buckets
+- `get_portfolio_pulse` — portfolio health snapshot
+- `get_churn_risk` — deterministic churn baseline per account
+- `get_customer_contacts` — account contacts list
+- `get_integration_status` — CRM / Slack / SDK connection status
+- `search_customers` — search accounts and users by name or email
+
+**`setup_sdk` framework router**
+
+- Full scaffold for **vanilla** (script tag + `setup()`, no npm)
+- Honest manual README for **Next.js Pages Router** and **Create React App** (no more "coming soon")
+- `authPattern` documented as React-scaffold-only; vanilla ignores auth-specific branches
+
+### 1.2.4
+
+- Nine core tools: experiences, health, at-risk, SDK setup, event verification
+
 ## Support
 
 - Documentation: https://firstdistro.com/documentation
-- Email: support@firstdistro.com
+- Email: hello@firstdistro.com
 
 ## License
 

package/dist/server.js

@@ -45,6 +45,94 @@ function loadConfig() {
   }
 }
 
+// src/templates/frameworks.ts
+var SCAFFOLD_FRAMEWORKS = ["nextjs-app", "react-vite", "vanilla"];
+var MANUAL_FRAMEWORKS = ["nextjs-pages", "react-cra"];
+var SETUP_SDK_FRAMEWORKS = [
+  ...SCAFFOLD_FRAMEWORKS,
+  ...MANUAL_FRAMEWORKS
+];
+function isManualFramework(framework) {
+  return MANUAL_FRAMEWORKS.includes(framework);
+}
+function frameworkUsesNpmInstall(framework) {
+  return framework === "nextjs-app" || framework === "react-vite";
+}
+function getFrameworkDisplayName(framework) {
+  const names = {
+    "nextjs-app": "Next.js (App Router)",
+    "nextjs-pages": "Next.js (Pages Router)",
+    "react-vite": "React + Vite",
+    "react-cra": "Create React App",
+    "vanilla": "Vanilla JavaScript"
+  };
+  return names[framework] || framework;
+}
+
+// src/templates/install-snippet.ts
+var INSTALL_SCRIPT_BASE = "https://firstdistro.com/sdk/install";
+function buildInstallScriptTag(installationToken) {
+  return `<script src="${INSTALL_SCRIPT_BASE}/${installationToken}.js"></script>`;
+}
+
+// src/templates/manual-readme.ts
+function generateManualSetupReadme(framework, installationToken) {
+  const scriptTag = buildInstallScriptTag(installationToken);
+  const frameworkNote = framework === "nextjs-pages" ? "We do not auto-scaffold the Pages Router. Prefer **Next.js App Router** (`setup_sdk` with `nextjs-app`) for file generation, or follow the manual steps below." : "Create React App is legacy/deprecated. Prefer **React + Vite** (`react-vite`) or **vanilla** (script tag) for new installs.";
+  return [
+    {
+      path: "README-FIRSTDISTRO.md",
+      action: "create",
+      content: `# FirstDistro SDK Setup \u2014 ${getFrameworkDisplayName(framework)}
+
+${frameworkNote}
+
+## Option A \u2014 Script tag (any HTML app)
+
+Add before \`</body>\`:
+
+\`\`\`html
+${scriptTag}
+<script>
+  FirstDistro.setup({
+    user: { id: 'user-id', email: 'user@company.com', name: 'Display Name' },
+  });
+</script>
+\`\`\`
+
+Page views (\`$pageview\`) are captured automatically after \`setup()\` \u2014 no \`track()\` for navigation.
+
+## Option B \u2014 npm + React provider
+
+1. \`npm install @firstdistro/sdk\`
+2. Wrap your app:
+
+\`\`\`tsx
+import { FirstDistroProvider } from '@firstdistro/sdk/react'
+
+<FirstDistroProvider token="${installationToken}">
+  {children}
+</FirstDistroProvider>
+\`\`\`
+
+3. After login:
+
+\`\`\`tsx
+import { useFirstDistroSetup } from '@firstdistro/sdk/react'
+
+useFirstDistroSetup({
+  userId: user.id,
+  userEmail: user.email,
+})
+\`\`\`
+
+Verify with the MCP \`check_events_flowing\` tool after you log in locally.
+`,
+      description: `Manual setup path for ${getFrameworkDisplayName(framework)}`
+    }
+  ];
+}
+
 // src/templates/nextjs-app.ts
 function generateProvidersFile(installationToken) {
   return `'use client'
@@ -147,9 +235,8 @@ export function FirstDistroSetup() {
     userId: user.id,
     userEmail: user.email,
     userName: user.name,
-    // Optional: Add account info for B2B
+    // Optional override for multi-domain orgs:
     // accountId: user.organizationId,
-    // accountName: user.organizationName,
   } : null)
 
   return null
@@ -270,7 +357,7 @@ export function FirstDistroSetup() {
     userId: user.id,
     userEmail: user.email,
     userName: user.name,
-    // Optional: Add account info for B2B
+    // Optional override for multi-domain orgs:
     // accountId: user.organizationId,
     // accountName: user.organizationName,
   } : null)
@@ -319,69 +406,89 @@ function generateReactViteFiles(installationToken, options = {}) {
   return files;
 }
 
-// src/templates/index.ts
-function getFrameworkDisplayName(framework) {
-  const names = {
-    "nextjs-app": "Next.js (App Router)",
-    "nextjs-pages": "Next.js (Pages Router)",
-    "react-vite": "React + Vite",
-    "react-cra": "Create React App",
-    "vanilla": "Vanilla JavaScript"
-  };
-  return names[framework] || framework;
+// src/templates/vanilla.ts
+function buildSetupSnippet(options) {
+  const { includeUserSetup = true, authPattern = "none" } = options;
+  if (!includeUserSetup || authPattern === "none") {
+    return `<script>
+  // Call once when the logged-in user is known:
+  // FirstDistro.setup({
+  //   user: { id: 'user-id', email: 'user@company.com', name: 'Display Name' },
+  // });
+  // Page views ($pageview) flow automatically after setup() \u2014 no track() for navigation.
+</script>`;
+  }
+  if (authPattern === "custom") {
+    return `<script>
+  // CUSTOMIZE: run after your app knows the logged-in user
+  function identifyUserForFirstDistro(user) {
+    if (!user?.id || !user?.email) return;
+    FirstDistro.setup({
+      user: { id: user.id, email: user.email, name: user.name },
+      // account: { id, name, plan }  // optional override for multi-domain orgs
+    });
+  }
+</script>`;
+  }
+  return `<script>
+  // CUSTOMIZE: call once after your app knows the logged-in user \u2014 email is required
+  FirstDistro.setup({
+    user: { id: 'user-id', email: 'user@company.com', name: 'Display Name' },
+  });
+  // Page views ($pageview) flow automatically after setup() \u2014 no track() for navigation.
+</script>`;
 }
+function generateVanillaFiles(installationToken, options = {}) {
+  const scriptTag = buildInstallScriptTag(installationToken);
+  const setupSnippet = buildSetupSnippet(options);
+  const bodyInjection = `${scriptTag}
+${setupSnippet}`;
+  return [
+    {
+      path: "index.html",
+      action: "modify",
+      replace: {
+        old: "</body>",
+        new: `${bodyInjection}
+</body>`
+      },
+      description: "Add the FirstDistro install script and setup snippet before the closing </body> tag (or the main HTML template in your CMS)"
+    },
+    {
+      path: "firstdistro-install-snippet.html",
+      action: "create",
+      content: `<!-- Paste before </body> on every page (or your site-wide template) -->
+${bodyInjection}
+`,
+      description: "Copy-paste fragment if you cannot edit index.html directly (WordPress, Webflow, etc.)"
+    }
+  ];
+}
+
+// src/templates/index.ts
 function generateSetupFiles(framework, installationToken, options = {}) {
+  if (isManualFramework(framework)) {
+    return generateManualSetupReadme(framework, installationToken);
+  }
   switch (framework) {
     case "nextjs-app":
       return generateNextjsAppFiles(installationToken, options);
     case "react-vite":
       return generateReactViteFiles(installationToken, options);
-    case "nextjs-pages":
-    case "react-cra":
     case "vanilla":
-      return [{
-        path: "README-FIRSTDISTRO.md",
-        action: "create",
-        content: `# FirstDistro SDK Setup
-
-Framework "${getFrameworkDisplayName(framework)}" template is coming soon.
-
-For now, please follow the manual setup instructions:
-
-1. Install the SDK:
-   npm install @firstdistro/sdk
-
-2. Add the provider to your app:
-   import { FirstDistroProvider } from '@firstdistro/sdk/react'
-
-   <FirstDistroProvider token="${installationToken}">
-     {/* your app */}
-   </FirstDistroProvider>
-
-3. Identify users after login:
-   import { useFirstDistroSetup } from '@firstdistro/sdk/react'
-
-   useFirstDistroSetup({
-     userId: user.id,
-     userEmail: user.email,
-   })
-
-4. Verify setup by asking: "Are events flowing?"
-`,
-        description: "Manual setup instructions for unsupported framework"
-      }];
+      return generateVanillaFiles(installationToken, options);
     default:
       throw new Error(`Unsupported framework: ${framework}`);
   }
 }
 function generateSetupResult(framework, installationToken, options = {}) {
   const files = generateSetupFiles(framework, installationToken, options);
-  const commands = [
+  const commands = frameworkUsesNpmInstall(framework) ? [
     {
       run: "npm install @firstdistro/sdk",
       description: "Install the FirstDistro SDK"
     }
-  ];
+  ] : [];
   return {
     installationToken,
     framework,
@@ -401,7 +508,7 @@ function generateSetupResult(framework, installationToken, options = {}) {
 }
 
 // src/server.ts
-var MCP_VERSION = "1.1.0";
+var MCP_VERSION = "1.3.0";
 function detectMcpClient() {
   if (process.env.CLAUDE_CODE || process.env.CLAUDE_PROJECT_ROOT) {
     return "claude-code";
@@ -950,11 +1057,11 @@ After setup, use 'check_events_flowing' to verify events are being received.`
     "setup_sdk",
     "Generate all files and commands needed to set up the FirstDistro SDK in your project. Returns framework-specific setup files, install commands, and verification steps.",
     {
-      framework: z.enum(["nextjs-app", "nextjs-pages", "react-vite", "react-cra", "vanilla"]).describe(
-        'Target framework. Use "nextjs-app" for Next.js 13+ with app directory, "react-vite" for React + Vite projects.'
+      framework: z.enum(SETUP_SDK_FRAMEWORKS).describe(
+        'Target framework. Full scaffold: "nextjs-app" (App Router), "react-vite", "vanilla" (script tag, no npm). Manual README only: "nextjs-pages", "react-cra".'
       ),
       includeUserSetup: z.boolean().optional().describe("Include user identification code for tracking logged-in users (default: true)"),
-      authPattern: z.enum(["nextauth", "clerk", "supabase", "custom", "none"]).optional().describe("Auth library in use. Generates appropriate user setup code for the auth pattern.")
+      authPattern: z.enum(["nextauth", "clerk", "supabase", "custom", "none"]).optional().describe("Auth library in use. Generates auth-specific user setup code for React scaffolds (nextjs-app, react-vite); vanilla uses a generic script-tag setup regardless.")
     },
     async ({ framework, includeUserSetup, authPattern }) => {
       try {
@@ -1148,6 +1255,415 @@ Use \`check_events_flowing\` after deploying to verify events are arriving.`
       }
     }
   );
+  server.tool(
+    "get_priorities",
+    'List the customer accounts that need attention right now, sorted by urgency (the "Needs Your Attention" queue). Surfaces at-risk health, stalled outreach, champion risk, and expansion opportunities.',
+    {
+      segment: z.enum(["save", "grow"]).optional().describe('Filter by segment: "save" (retention/risk) or "grow" (expansion). Default: all.'),
+      limit: z.number().optional().describe("Maximum number of priorities to return (default: 10, max: 50)")
+    },
+    async ({ segment, limit }) => {
+      try {
+        const params = new URLSearchParams();
+        if (segment) params.set("segment", segment);
+        if (limit) params.set("limit", String(limit));
+        const url = `${config.baseUrl}/api/vendor/priorities${params.toString() ? "?" + params.toString() : ""}`;
+        const response = await fetch(url, {
+          headers: getApiHeaders(config.apiKey)
+        });
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, "Priorities")
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const priorities = data.priorities || [];
+        if (priorities.length === 0) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: "No priorities right now. Nothing needs your attention."
+              }
+            ]
+          };
+        }
+        const list = priorities.map(
+          (p) => `- ${p.account_name || p.account_id} [${p.priority_type}] ${p.reason_detail || p.reason}${typeof p.health_score === "number" ? ` (health ${p.health_score}/100)` : ""}`
+        ).join("\n");
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Priorities (${data.total ?? priorities.length} total, showing ${priorities.length}):
+
+${list}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "list_upcoming_renewals",
+    "Summarize the renewal pipeline: ARR and account counts for overdue renewals, the next 30 days, the rest of this quarter, and accounts missing renewal data.",
+    async () => {
+      try {
+        const response = await fetch(`${config.baseUrl}/api/vendor/renewals`, {
+          headers: getApiHeaders(config.apiKey)
+        });
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, "Renewals")
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const buckets = data.buckets || {};
+        const totals = data.totals || {};
+        const currency = data.currency || "USD";
+        const fmt = (bucket) => `${bucket?.count ?? 0} account(s), ${currency} ${Math.round(bucket?.arr ?? 0).toLocaleString()}`;
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Renewal Pipeline (${currency}):
+- Overdue: ${fmt(buckets.overdue)}
+- Next 30 days: ${fmt(buckets.next30Days)}
+- This quarter: ${fmt(buckets.thisQuarter)}
+- Needs data: ${fmt(buckets.needsData)}
+
+Pending ARR: ${currency} ${Math.round(totals.pendingArr ?? 0).toLocaleString()} (${totals.pendingCount ?? 0} accounts)
+Renewed ARR: ${currency} ${Math.round(totals.renewedArr ?? 0).toLocaleString()} (${totals.renewedCount ?? 0} accounts)`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "get_portfolio_pulse",
+    "Get a snapshot of overall customer portfolio health: how many accounts are healthy, at-risk, and critical right now.",
+    async () => {
+      try {
+        const response = await fetch(`${config.baseUrl}/api/vendor/pulse`, {
+          headers: getApiHeaders(config.apiKey)
+        });
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, "Portfolio pulse")
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        if (!data.hasData) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: "No portfolio data yet. Health scores are calculated during the hourly health pass once events are flowing."
+              }
+            ]
+          };
+        }
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Portfolio Pulse (as of ${data.date}):
+- Healthy: ${data.healthy ?? 0}
+- At-Risk: ${data.atRisk ?? 0}
+- Critical: ${data.critical ?? 0}
+- Total scored accounts: ${data.total ?? 0}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "get_churn_risk",
+    "Get the deterministic churn-risk baseline for a specific customer account: a 0-100 risk score, risk band, confidence, and the top contributing factors across product, CRM, and billing signals.",
+    {
+      accountId: z.string().describe("The account ID to look up")
+    },
+    async ({ accountId }) => {
+      try {
+        const response = await fetch(
+          `${config.baseUrl}/api/vendor/customers/${accountId}/churn`,
+          {
+            headers: getApiHeaders(config.apiKey)
+          }
+        );
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, `Customer "${accountId}"`)
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const factors = data.topFactors || [];
+        const factorList = factors.length > 0 ? factors.map((f) => `- ${f.label} (${f.source}, impact ${f.impact}): ${f.reason}`).join("\n") : "- No significant risk factors detected.";
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Churn Risk for "${accountId}":
+Score: ${data.score ?? "N/A"}/100 (${data.riskBand || "unknown"})
+Confidence: ${typeof data.confidence === "number" ? `${Math.round(data.confidence * 100)}%` : "N/A"}
+Source mode: ${data.sourceMode || "unknown"}
+
+Top factors:
+${factorList}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "get_customer_contacts",
+    "List the known contacts (people) recorded for a specific customer account, including their role, job title, and email.",
+    {
+      accountId: z.string().describe("The account ID to look up")
+    },
+    async ({ accountId }) => {
+      try {
+        const response = await fetch(
+          `${config.baseUrl}/api/vendor/customers/${accountId}/contacts`,
+          {
+            headers: getApiHeaders(config.apiKey)
+          }
+        );
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, `Customer "${accountId}"`)
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const contacts = data.contacts || [];
+        if (contacts.length === 0) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: `No contacts recorded for "${accountId}" yet.`
+              }
+            ]
+          };
+        }
+        const contactList = contacts.map(
+          (c) => `- ${c.display_name || c.email || "Unknown"}${c.job_title ? ` (${c.job_title})` : ""}${c.primary_role ? ` [${c.primary_role}]` : ""}${c.email ? ` \u2014 ${c.email}` : ""}`
+        ).join("\n");
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Contacts for "${accountId}" (${contacts.length}):
+
+${contactList}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "get_integration_status",
+    "Check which integrations are connected for your account: CRM provider(s), Slack notifications, and whether the SDK is receiving events.",
+    async () => {
+      try {
+        const response = await fetch(`${config.baseUrl}/api/vendor/integrations`, {
+          headers: getApiHeaders(config.apiKey)
+        });
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, "Integration status")
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const crm = data.crm || {};
+        const crmList = Object.keys(crm).map((provider) => `- ${provider}: ${crm[provider]?.connected ? "connected" : "not connected"}`).join("\n");
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Integration Status:
+
+CRM (active: ${data.activeCrm || "none"}):
+${crmList || "- No CRM providers available"}
+
+Slack: ${data.slack?.connected ? "connected" : "not connected"}
+SDK events received: ${data.sdk?.eventsReceived ? "yes" : "no"}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
+  server.tool(
+    "search_customers",
+    "Search your customer accounts and users by name or email. Useful for finding the account ID to pass to other tools.",
+    {
+      query: z.string().describe("Search text (minimum 2 characters)")
+    },
+    async ({ query }) => {
+      try {
+        const params = new URLSearchParams();
+        params.set("q", query);
+        const url = `${config.baseUrl}/api/vendor/search?${params.toString()}`;
+        const response = await fetch(url, {
+          headers: getApiHeaders(config.apiKey)
+        });
+        if (!response.ok) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: formatHttpError(response.status, response.statusText, "Customer search")
+              }
+            ],
+            isError: true
+          };
+        }
+        const rawData = await response.json();
+        const data = unwrapApiResponse(rawData);
+        const results = data.results || [];
+        if (results.length === 0) {
+          return {
+            content: [
+              {
+                type: "text",
+                text: `No matches for "${query}".`
+              }
+            ]
+          };
+        }
+        const resultList = results.map(
+          (r) => r.type === "account" ? `- [account] ${r.name || r.account_id} (id: ${r.account_id})` : `- [user] ${r.name || r.user_id}${r.email ? ` \u2014 ${r.email}` : ""} (account: ${r.account_id})`
+        ).join("\n");
+        return {
+          content: [
+            {
+              type: "text",
+              text: `Found ${results.length} result(s) for "${query}":
+
+${resultList}`
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: formatNetworkError(error)
+            }
+          ],
+          isError: true
+        };
+      }
+    }
+  );
 }
 function registerUnconfiguredTools(server, configError = null) {
   const message = configError ? `FirstDistro configuration error:
@@ -1176,6 +1692,13 @@ Then restart your IDE to use FirstDistro tools.`;
     { name: "get_experience_stats", description: "Get funnel statistics for a user journey" },
     { name: "get_stuck_customers", description: "Find customers who stopped progressing in a journey" },
     { name: "list_at_risk_accounts", description: "List at-risk customer accounts" },
+    { name: "get_priorities", description: "List accounts that need attention, sorted by urgency" },
+    { name: "list_upcoming_renewals", description: "Summarize the renewal pipeline by bucket" },
+    { name: "get_portfolio_pulse", description: "Snapshot of healthy/at-risk/critical account counts" },
+    { name: "get_churn_risk", description: "Get the churn-risk baseline for a customer account" },
+    { name: "get_customer_contacts", description: "List the contacts recorded for a customer account" },
+    { name: "get_integration_status", description: "Check which integrations (CRM, Slack, SDK) are connected" },
+    { name: "search_customers", description: "Search customer accounts and users by name or email" },
     { name: "get_sdk_config", description: "Get your installation token and SDK setup code" },
     { name: "setup_sdk", description: "Generate files to set up FirstDistro SDK in your project" },
     { name: "create_experience", description: "Create a new experience to track customer journeys and find stuck users" }

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@firstdistro/mcp",
-  "version": "1.2.3",
-  "description": "MCP server for customer success — monitor health scores, detect churn risks, and manage customer journeys from Claude, Cursor, and other AI tools",
+  "version": "1.3.0",
+  "description": "FirstDistro MCP server — manage customer health, churn risk, and journeys from Claude, Cursor, and other AI tools",
   "type": "module",
   "bin": {
     "firstdistro-mcp": "./bin/firstdistro-mcp.js"
@@ -31,7 +31,6 @@
   },
   "devDependencies": {
     "@types/node": "^20.0.0",
-    "cac": "^6.7.14",
     "tsup": "^8.0.0",
     "typescript": "^5.0.0",
     "vitest": "^4.0.18"
@@ -57,5 +56,5 @@
   ],
   "license": "MIT",
   "homepage": "https://firstdistro.com/documentation",
-  "author": "FirstDistro <support@firstdistro.com>"
+  "author": "FirstDistro <hello@firstdistro.com>"
 }