@goxtechnologies/connectwise-psa-mcp 1.1.0

package/dist/tools/operations.d.ts.map

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

@@ -0,0 +1,214 @@
+// ConnectWise PSA MCP Server — Named Operations Tools
+//
+// Two tools that expose the 457-operation registry:
+//   cw_operation       — execute a named operation
+//   cw_list_operations — browse/search available operations
+import { executeOperation } from '../operations/executor.js';
+import { getOperation, listOperations, categories, operations, } from '../operations/registry.js';
+// ---------------------------------------------------------------------------
+// Tool definitions
+// ---------------------------------------------------------------------------
+export const operationsTools = [
+    {
+        name: 'cw_operation',
+        description: 'Execute a named ConnectWise PSA operation. There are 457 pre-built operations ' +
+            'covering tickets, companies, contacts, agreements, time entries, projects, ' +
+            'procurement, scheduling, analytics, and more. Use cw_list_operations to ' +
+            'discover available operations. Returns pre-formatted markdown.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                operation: {
+                    type: 'string',
+                    description: 'Operation name, e.g. "list_open_tickets", "get_ticket", "company_360_view". ' +
+                        'Use cw_list_operations to discover available names.',
+                },
+                params: {
+                    type: 'object',
+                    description: 'Operation parameters as key/value pairs. Common params: ' +
+                        '"id" (record ID), "conditions" (CW condition string), ' +
+                        '"fields" (field selection), "page_size", "max_items", ' +
+                        '"body" (JSON for write ops). Use cw_list_operations with ' +
+                        'the operation name to see all accepted params.',
+                    additionalProperties: true,
+                },
+            },
+            required: ['operation'],
+        },
+    },
+    {
+        name: 'cw_list_operations',
+        description: 'Browse, search, and get details about the 457 named ConnectWise PSA operations. ' +
+            'Use without parameters to see all categories. Filter by category, tier, or search term. ' +
+            'Pass an operation name to get full details including parameters.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                operation: {
+                    type: 'string',
+                    description: 'Get full details for a specific operation (name, params, description).',
+                },
+                category: {
+                    type: 'string',
+                    description: 'Filter by category name (partial match). Example: "ticket", "agreement", "analytics".',
+                },
+                tier: {
+                    type: 'string',
+                    enum: ['free', 'pro'],
+                    description: 'Filter by tier: "free" (read-only) or "pro" (write + analytics).',
+                },
+                search: {
+                    type: 'string',
+                    description: 'Search operations by name or description keyword.',
+                },
+            },
+        },
+    },
+];
+// ---------------------------------------------------------------------------
+// Formatting helpers
+// ---------------------------------------------------------------------------
+function formatOperationDetail(op) {
+    const lines = [
+        `## ${op.name}`,
+        '',
+        `**${op.description}**`,
+        '',
+        `| Property | Value |`,
+        `|----------|-------|`,
+        `| Category | ${op.category} |`,
+        `| Tier | ${op.tier} |`,
+        `| Type | ${op.type} |`,
+        `| Method | ${op.method} |`,
+        `| Path | \`${op.path}\` |`,
+        `| Paginated | ${op.paginate ? 'Yes' : 'No'} |`,
+        `| Confirm Required | ${op.confirmRequired ? 'Yes' : 'No'} |`,
+    ];
+    if (op.defaultConditions) {
+        lines.push(`| Default Conditions | \`${op.defaultConditions}\` |`);
+    }
+    if (op.defaultFields) {
+        lines.push(`| Default Fields | \`${op.defaultFields}\` |`);
+    }
+    const paramEntries = Object.entries(op.params);
+    if (paramEntries.length > 0) {
+        lines.push('');
+        lines.push('### Parameters');
+        lines.push('| Name | Type | Required | Description |');
+        lines.push('|------|------|----------|-------------|');
+        for (const [key, p] of paramEntries) {
+            lines.push(`| ${key} | ${p.type} | ${p.required ? 'Yes' : 'No'} | ${p.description} |`);
+        }
+    }
+    // Common additional params
+    lines.push('');
+    lines.push('### Common Optional Parameters');
+    lines.push('All operations also accept:');
+    if (op.paginate) {
+        lines.push('- `page_size` — results per page (default: 250)');
+        lines.push('- `max_items` — max total results (default: 1000)');
+        lines.push('- `page` — specific page number');
+    }
+    if (op.method === 'GET') {
+        lines.push('- `conditions` — additional CW conditions (merged with defaults)');
+        lines.push('- `fields` — override field selection');
+        lines.push('- `orderBy` — sort order');
+    }
+    return lines.join('\n');
+}
+function formatCategoryOverview() {
+    const lines = [
+        `## ConnectWise PSA Named Operations (${operations.length} total)`,
+        '',
+        `| Category | Operations | Tier |`,
+        `|----------|-----------|------|`,
+    ];
+    for (const cat of categories) {
+        const ops = listOperations({ category: cat });
+        const tiers = [...new Set(ops.map(o => o.tier))];
+        lines.push(`| ${cat} | ${ops.length} | ${tiers.join(', ')} |`);
+    }
+    lines.push('');
+    lines.push('Use `cw_list_operations` with `category`, `tier`, or `search` to filter.');
+    lines.push('Use `cw_list_operations` with `operation` to get full details for one operation.');
+    return lines.join('\n');
+}
+function formatOperationList(ops, label) {
+    if (ops.length === 0)
+        return 'No operations found matching your criteria.';
+    const lines = [
+        `## ${label} (${ops.length} operations)`,
+        '',
+        '| Operation | Category | Tier | Description |',
+        '|-----------|----------|------|-------------|',
+    ];
+    for (const op of ops.slice(0, 100)) {
+        lines.push(`| ${op.name} | ${op.category} | ${op.tier} | ${op.description} |`);
+    }
+    if (ops.length > 100) {
+        lines.push(`\n*... and ${ops.length - 100} more. Narrow your search.*`);
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Handler
+// ---------------------------------------------------------------------------
+export async function handleOperationsTool(toolName, args) {
+    let text;
+    switch (toolName) {
+        case 'cw_operation': {
+            const opName = String(args['operation'] ?? '').trim();
+            if (!opName) {
+                text = 'Error: "operation" parameter is required. Use cw_list_operations to browse available operations.';
+                break;
+            }
+            const params = (args['params'] ?? {});
+            const result = await executeOperation(opName, params);
+            text = result.text;
+            break;
+        }
+        case 'cw_list_operations': {
+            // If a specific operation is requested, show its details
+            const opName = args['operation'] ? String(args['operation']).trim() : undefined;
+            if (opName) {
+                const op = getOperation(opName);
+                if (op) {
+                    text = formatOperationDetail(op);
+                }
+                else {
+                    // Try fuzzy search
+                    const matches = listOperations({ search: opName });
+                    if (matches.length > 0) {
+                        text = `Operation "${opName}" not found. Did you mean:\n\n` +
+                            formatOperationList(matches.slice(0, 10), 'Similar Operations');
+                    }
+                    else {
+                        text = `Operation "${opName}" not found. Use cw_list_operations to browse all operations.`;
+                    }
+                }
+                break;
+            }
+            // Filter operations
+            const category = args['category'] ? String(args['category']) : undefined;
+            const tier = args['tier'];
+            const search = args['search'] ? String(args['search']) : undefined;
+            if (!category && !tier && !search) {
+                text = formatCategoryOverview();
+            }
+            else {
+                const results = listOperations({ category, tier, search });
+                const label = [
+                    search ? `Search: "${search}"` : '',
+                    category ? `Category: "${category}"` : '',
+                    tier ? `Tier: ${tier}` : '',
+                ].filter(Boolean).join(' | ');
+                text = formatOperationList(results, label || 'All Operations');
+            }
+            break;
+        }
+        default:
+            text = `Unknown operations tool: ${toolName}`;
+    }
+    return { content: [{ type: 'text', text }] };
+}
+//# sourceMappingURL=operations.js.map

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package/dist/tools/pagination.d.ts

@@ -0,0 +1,9 @@
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+export declare const paginationTools: Tool[];
+export declare function handlePaginationTool(toolName: string, args: Record<string, unknown>): Promise<{
+    content: Array<{
+        type: 'text';
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=pagination.d.ts.map

package/dist/tools/pagination.d.ts.map

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package/dist/tools/pagination.js

@@ -0,0 +1,133 @@
+// ConnectWise PSA MCP Server — Pagination Tools
+// These tools provide capabilities that simple per-page API callers lack:
+// automatic result aggregation across all pages and lightweight count queries.
+import { getAPI } from '../services/connectwise-api.js';
+import { smartFormat } from '../utils/formatters.js';
+// ---------------------------------------------------------------------------
+// Tool definitions
+// ---------------------------------------------------------------------------
+export const paginationTools = [
+    {
+        name: 'cw_paginated_fetch',
+        description: 'Automatically paginate through a ConnectWise PSA collection endpoint and ' +
+            'aggregate ALL results into a single response. Fetches pages of 250 items ' +
+            'until the collection is exhausted or max_items is reached. ' +
+            'Use conditions to narrow results and max_items to control memory usage.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                path: {
+                    type: 'string',
+                    description: 'Collection API path, e.g. "/service/tickets" or "/time/entries".',
+                },
+                conditions: {
+                    type: 'string',
+                    description: 'ConnectWise condition string to filter results, ' +
+                        'e.g. "status/name=\'Open\' AND board/name=\'Support\'". ' +
+                        'Dates must use bracket notation: [2026-01-01T00:00:00Z]. ' +
+                        'Use single quotes for string values. Use uppercase AND/OR.',
+                },
+                fields: {
+                    type: 'string',
+                    description: 'Comma-separated list of fields to return, e.g. "id,summary,status". ' +
+                        'Omit to return all fields.',
+                },
+                max_items: {
+                    type: 'number',
+                    description: 'Maximum total items to fetch across all pages. Default: 5000. ' +
+                        'Increase if you need more, or add conditions to reduce the result set.',
+                },
+            },
+            required: ['path'],
+        },
+    },
+    {
+        name: 'cw_count',
+        description: 'Retrieve the total record count for a ConnectWise PSA collection endpoint ' +
+            'without fetching any data. Much faster than paginated_fetch when you only ' +
+            'need a number. Calls the /count sub-endpoint automatically.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                path: {
+                    type: 'string',
+                    description: 'Collection API path, e.g. "/service/tickets" or "/time/entries".',
+                },
+                conditions: {
+                    type: 'string',
+                    description: 'ConnectWise condition string to filter the count, ' +
+                        'e.g. "status/name=\'Open\'". Same syntax rules as cw_paginated_fetch.',
+                },
+            },
+            required: ['path'],
+        },
+    },
+];
+// ---------------------------------------------------------------------------
+// Formatting helpers
+// ---------------------------------------------------------------------------
+function formatPaginatedResult(path, result, maxItems) {
+    const lines = [];
+    lines.push(`Path: ${path}`);
+    lines.push(`Total items fetched: ${result.totalCount}`);
+    lines.push(`Pages fetched: ${result.pagesFetched}`);
+    if (result.truncated) {
+        lines.push(`Fetched ${maxItems} items. Total may be higher. ` +
+            'Increase max_items or add conditions to filter.');
+    }
+    else {
+        lines.push('All matching items fetched (collection fully paginated).');
+    }
+    lines.push('');
+    lines.push(smartFormat(path, result.items));
+    return lines.join('\n');
+}
+function formatCount(path, conditions, n) {
+    const conditionClause = conditions ? ` matching conditions "${conditions}"` : '';
+    return `Count: ${n} item(s)${conditionClause} on ${path}`;
+}
+// ---------------------------------------------------------------------------
+// Handler
+// ---------------------------------------------------------------------------
+export async function handlePaginationTool(toolName, args) {
+    const api = getAPI();
+    let text;
+    switch (toolName) {
+        case 'cw_paginated_fetch': {
+            const path = String(args['path'] ?? '');
+            if (!path.trim()) {
+                text = 'Error: "path" must be a non-empty string.';
+                break;
+            }
+            const conditions = typeof args['conditions'] === 'string' && args['conditions'].trim()
+                ? args['conditions']
+                : undefined;
+            const fields = typeof args['fields'] === 'string' && args['fields'].trim()
+                ? args['fields']
+                : undefined;
+            const maxItems = typeof args['max_items'] === 'number' && args['max_items'] > 0
+                ? args['max_items']
+                : 5000;
+            const result = await api.paginatedFetch(path, conditions, fields, maxItems);
+            text = formatPaginatedResult(path, result, maxItems);
+            break;
+        }
+        case 'cw_count': {
+            const path = String(args['path'] ?? '');
+            if (!path.trim()) {
+                text = 'Error: "path" must be a non-empty string.';
+                break;
+            }
+            const conditions = typeof args['conditions'] === 'string' && args['conditions'].trim()
+                ? args['conditions']
+                : undefined;
+            const n = await api.count(path, conditions);
+            text = formatCount(path, conditions, n);
+            break;
+        }
+        default:
+            text = `Unknown pagination tool: ${toolName}`;
+    }
+    return { content: [{ type: 'text', text }] };
+}
+//# sourceMappingURL=pagination.js.map

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package/dist/tools/validation.d.ts

@@ -0,0 +1,9 @@
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+export declare const validationTools: Tool[];
+export declare function handleValidationTool(toolName: string, args: Record<string, unknown>): Promise<{
+    content: Array<{
+        type: 'text';
+        text: string;
+    }>;
+}>;
+//# sourceMappingURL=validation.d.ts.map

package/dist/tools/validation.d.ts.map

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