@goxtechnologies/connectwise-psa-mcp 1.1.0

package/dist/utils/formatters.js

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+// Pre-built markdown formatters for ConnectWise data
+// Returns ready-to-display markdown — Claude doesn't need to reformat
+// ---------------------------------------------------------------------------
+// Ticket
+// ---------------------------------------------------------------------------
+export function formatTicket(ticket) {
+    const lines = [];
+    lines.push(`## Ticket #${ticket.id} — ${ticket.summary ?? 'No summary'}`);
+    lines.push('');
+    lines.push(`| Field | Value |`);
+    lines.push(`|-------|-------|`);
+    lines.push(`| **Status** | ${nested(ticket, 'status', 'name')} |`);
+    lines.push(`| **Board** | ${nested(ticket, 'board', 'name')} |`);
+    lines.push(`| **Company** | ${nested(ticket, 'company', 'name')} |`);
+    lines.push(`| **Contact** | ${nested(ticket, 'contact', 'name')} |`);
+    lines.push(`| **Priority** | ${nested(ticket, 'priority', 'name')} |`);
+    lines.push(`| **Type** | ${nested(ticket, 'type', 'name')} |`);
+    lines.push(`| **SubType** | ${nested(ticket, 'subType', 'name')} |`);
+    lines.push(`| **Source** | ${nested(ticket, 'source', 'name')} |`);
+    lines.push(`| **Assigned** | ${ticket.resources ?? 'Unassigned'} |`);
+    lines.push(`| **Created** | ${formatDate(ticket.dateEntered)} |`);
+    if (ticket.closedDate)
+        lines.push(`| **Closed** | ${formatDate(ticket.closedDate)} |`);
+    if (ticket.budgetHours)
+        lines.push(`| **Budget Hours** | ${ticket.budgetHours} |`);
+    if (ticket.actualHours)
+        lines.push(`| **Actual Hours** | ${ticket.actualHours} |`);
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Ticket Context (full)
+// ---------------------------------------------------------------------------
+export function formatTicketContext(data) {
+    const lines = [];
+    const t = data.ticket;
+    // Ticket header
+    if (t && !('_error' in t)) {
+        lines.push(formatTicket(t));
+    }
+    // Notes
+    const notes = asArray(data.notes);
+    if (notes.length > 0) {
+        lines.push('');
+        lines.push(`### Notes (${notes.length})`);
+        for (const n of notes) {
+            const note = n;
+            const type = note.internalAnalysisFlag ? 'Internal' : note.detailDescriptionFlag ? 'External' : note.resolutionFlag ? 'Resolution' : 'Note';
+            const member = nested(note, 'member', 'name') || nested(note, 'member', 'identifier') || 'System';
+            lines.push(`\n**[${type}]** ${formatDate(note.dateCreated)} — ${member}`);
+            lines.push(`> ${truncateText(String(note.text ?? ''), 300)}`);
+        }
+    }
+    // Time Entries
+    const timeEntries = asArray(data.timeEntries);
+    if (timeEntries.length > 0) {
+        const totalHours = timeEntries.reduce((s, e) => s + (Number(e.actualHours) || 0), 0);
+        lines.push('');
+        lines.push(`### Time Entries (${timeEntries.length} — ${round2(totalHours)}h total)`);
+        lines.push(`| Date | Member | Hours | Notes |`);
+        lines.push(`|------|--------|-------|-------|`);
+        for (const e of timeEntries) {
+            const entry = e;
+            lines.push(`| ${formatDate(entry.dateEntered)} | ${nested(entry, 'member', 'identifier')} | ${entry.actualHours}h | ${truncateText(String(entry.notes ?? ''), 60)} |`);
+        }
+    }
+    // Tasks
+    const tasks = asArray(data.tasks);
+    if (tasks.length > 0) {
+        const done = tasks.filter(t => t.closedFlag).length;
+        lines.push('');
+        lines.push(`### Tasks (${done}/${tasks.length} complete)`);
+        for (const t of tasks) {
+            const task = t;
+            const check = task.closedFlag ? 'x' : ' ';
+            lines.push(`- [${check}] ${task.notes ?? task.summary ?? 'Task'}`);
+        }
+    }
+    // Documents
+    const docs = asArray(data.documents);
+    if (docs.length > 0) {
+        lines.push('');
+        lines.push(`### Documents (${docs.length})`);
+        for (const d of docs) {
+            const doc = d;
+            lines.push(`- ${doc.title ?? doc.fileName ?? 'Document'} (${formatDate(doc.dateCreated)})`);
+        }
+    }
+    // Schedule
+    const schedule = asArray(data.scheduleEntries);
+    if (schedule.length > 0) {
+        lines.push('');
+        lines.push(`### Schedule Entries (${schedule.length})`);
+        for (const s of schedule) {
+            const se = s;
+            lines.push(`- ${formatDate(se.dateStart)} → ${formatDate(se.dateEnd)}: ${nested(se, 'member', 'identifier') || 'TBD'} — ${nested(se, 'status', 'name') || 'Scheduled'}`);
+        }
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Member Dashboard
+// ---------------------------------------------------------------------------
+export function formatMemberDashboard(data) {
+    const lines = [];
+    const memberArr = asArray(data.member);
+    const m = (memberArr[0] ?? data.member);
+    lines.push(`## ${m.firstName ?? ''} ${m.lastName ?? ''} (${m.identifier ?? 'unknown'})`);
+    lines.push('');
+    lines.push(`| Field | Value |`);
+    lines.push(`|-------|-------|`);
+    lines.push(`| **Title** | ${m.title ?? 'N/A'} |`);
+    lines.push(`| **Email** | ${m.officeEmail ?? m.email ?? 'N/A'} |`);
+    lines.push(`| **Phone** | ${m.officePhone ?? m.mobilePhone ?? 'N/A'} |`);
+    lines.push(`| **Department** | ${nested(m, 'defaultDepartment', 'name')} |`);
+    lines.push(`| **Work Role** | ${nested(m, 'workRole', 'name')} |`);
+    lines.push('');
+    const c = data._computed;
+    lines.push(`### Workload (last ${c.daysBack} days)`);
+    lines.push(`| Metric | Value |`);
+    lines.push(`|--------|-------|`);
+    lines.push(`| Open Tickets | ${c.openTicketCount ?? 'N/A'} |`);
+    lines.push(`| Hours Logged | ${c.totalTimeHours ?? 'N/A'}h |`);
+    lines.push(`| Hours Scheduled | ${c.scheduledHours ?? 'N/A'}h |`);
+    // Open tickets list
+    const tickets = asArray(data.openTickets);
+    if (tickets.length > 0) {
+        lines.push('');
+        lines.push(`### Open Tickets (${tickets.length})`);
+        lines.push(`| # | Summary | Priority | Company | Age |`);
+        lines.push(`|---|---------|----------|---------|-----|`);
+        for (const t of tickets.slice(0, 20)) {
+            const ticket = t;
+            const age = daysSince(ticket.dateEntered);
+            lines.push(`| ${ticket.id} | ${truncateText(String(ticket.summary ?? ''), 50)} | ${nested(ticket, 'priority', 'name')} | ${nested(ticket, 'company', 'name')} | ${age}d |`);
+        }
+        if (tickets.length > 20)
+            lines.push(`*... and ${tickets.length - 20} more*`);
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Agreement Health
+// ---------------------------------------------------------------------------
+export function formatAgreementHealth(data) {
+    const lines = [];
+    const a = data.agreement;
+    if (a && !('_error' in a)) {
+        lines.push(`## Agreement: ${a.name ?? 'Unnamed'}`);
+        lines.push('');
+        lines.push(`| Field | Value |`);
+        lines.push(`|-------|-------|`);
+        lines.push(`| **Company** | ${nested(a, 'company', 'name')} |`);
+        lines.push(`| **Type** | ${nested(a, 'type', 'name')} |`);
+        lines.push(`| **Start** | ${formatDate(a.startDate)} |`);
+        lines.push(`| **End** | ${formatDate(a.endDate)} |`);
+        lines.push(`| **Cancelled** | ${a.cancelledFlag ? 'Yes' : 'No'} |`);
+        lines.push(`| **Bill Amount** | $${a.billAmount ?? 0} |`);
+    }
+    const additions = asArray(data.additions);
+    if (additions.length > 0) {
+        lines.push('');
+        lines.push(`### Additions (${additions.length})`);
+        lines.push(`| Product | Qty | Amount | Cancelled |`);
+        lines.push(`|---------|-----|--------|-----------|`);
+        for (const ad of additions) {
+            const add = ad;
+            lines.push(`| ${nested(add, 'product', 'description') || add.description || 'N/A'} | ${add.quantity ?? 1} | $${add.billAmount ?? 0} | ${add.cancelledDate ? 'Yes' : 'No'} |`);
+        }
+    }
+    const roles = asArray(data.workRoles);
+    if (roles.length > 0) {
+        lines.push('');
+        lines.push(`### Work Roles (${roles.length})`);
+        for (const r of roles) {
+            const role = r;
+            lines.push(`- ${nested(role, 'workRole', 'name')}: $${role.rate ?? 0}/h (limit: ${role.limitTo ?? 'none'}h)`);
+        }
+    }
+    const types = asArray(data.workTypes);
+    if (types.length > 0) {
+        lines.push('');
+        lines.push(`### Work Types (${types.length})`);
+        for (const wt of types) {
+            const type = wt;
+            lines.push(`- ${nested(type, 'workType', 'name')}: $${type.rate ?? 0}/h`);
+        }
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// List formatters (for cw_api_call / cw_paginated_fetch results)
+// ---------------------------------------------------------------------------
+export function formatTicketList(tickets) {
+    if (tickets.length === 0)
+        return 'No tickets found.';
+    const lines = [];
+    lines.push(`Found ${tickets.length} ticket(s):`);
+    lines.push('');
+    lines.push(`| # | Summary | Status | Company | Priority | Created |`);
+    lines.push(`|---|---------|--------|---------|----------|---------|`);
+    for (const t of tickets.slice(0, 50)) {
+        const ticket = t;
+        lines.push(`| ${ticket.id} | ${truncateText(String(ticket.summary ?? ''), 50)} | ${nested(ticket, 'status', 'name')} | ${nested(ticket, 'company', 'name')} | ${nested(ticket, 'priority', 'name')} | ${formatDate(ticket.dateEntered)} |`);
+    }
+    if (tickets.length > 50)
+        lines.push(`\n*... and ${tickets.length - 50} more*`);
+    return lines.join('\n');
+}
+export function formatContactList(contacts) {
+    if (contacts.length === 0)
+        return 'No contacts found.';
+    const lines = [];
+    lines.push(`Found ${contacts.length} contact(s):`);
+    lines.push('');
+    for (const c of contacts.slice(0, 20)) {
+        const contact = c;
+        lines.push(`### ${contact.firstName ?? ''} ${contact.lastName ?? ''}`);
+        lines.push(`- **Company**: ${nested(contact, 'company', 'name')}`);
+        lines.push(`- **Title**: ${contact.title ?? 'N/A'}`);
+        lines.push(`- **Email**: ${findCommItem(contact, 'Email')}`);
+        lines.push(`- **Phone**: ${findCommItem(contact, 'Phone')}`);
+        lines.push(`- **Status**: ${contact.inactiveFlag ? 'Inactive' : 'Active'}`);
+        lines.push('');
+    }
+    return lines.join('\n');
+}
+export function formatMemberList(members) {
+    if (members.length === 0)
+        return 'No members found.';
+    const lines = [];
+    lines.push(`| Identifier | Name | Title | Email |`);
+    lines.push(`|------------|------|-------|-------|`);
+    for (const m of members) {
+        const member = m;
+        lines.push(`| ${member.identifier} | ${member.firstName} ${member.lastName} | ${member.title ?? ''} | ${member.officeEmail ?? ''} |`);
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Smart formatter — detects data type and formats accordingly
+// ---------------------------------------------------------------------------
+export function smartFormat(path, data) {
+    if (Array.isArray(data)) {
+        if (data.length === 0)
+            return 'No results found.';
+        const first = data[0];
+        // Detect type by path or fields
+        if (path.includes('/tickets') && first.summary !== undefined)
+            return formatTicketList(data);
+        if (path.includes('/contacts') && first.firstName !== undefined)
+            return formatContactList(data);
+        if (path.includes('/members') && first.identifier !== undefined)
+            return formatMemberList(data);
+        // Generic table for small arrays with known keys
+        if (data.length <= 30)
+            return formatGenericTable(data);
+        // Large arrays — count + sample
+        return `Returned ${data.length} item(s). Showing first 10:\n\n${formatGenericTable(data.slice(0, 10))}`;
+    }
+    // Single object
+    if (typeof data === 'object' && data !== null) {
+        const obj = data;
+        if (obj.summary !== undefined && obj.board !== undefined)
+            return formatTicket(obj);
+        return JSON.stringify(data, null, 2);
+    }
+    return String(data);
+}
+function formatGenericTable(items) {
+    if (items.length === 0)
+        return '';
+    const first = items[0];
+    const keys = Object.keys(first).filter(k => {
+        const v = first[k];
+        return v !== null && typeof v !== 'object';
+    }).slice(0, 8);
+    if (keys.length === 0)
+        return JSON.stringify(items, null, 2);
+    const lines = [];
+    lines.push(`| ${keys.join(' | ')} |`);
+    lines.push(`| ${keys.map(() => '---').join(' | ')} |`);
+    for (const item of items) {
+        const obj = item;
+        lines.push(`| ${keys.map(k => truncateText(String(obj[k] ?? ''), 40)).join(' | ')} |`);
+    }
+    return lines.join('\n');
+}
+// ---------------------------------------------------------------------------
+// Helpers
+// ---------------------------------------------------------------------------
+function nested(obj, field, subfield) {
+    const child = obj[field];
+    if (child && typeof child === 'object' && subfield in child) {
+        return String(child[subfield] ?? 'N/A');
+    }
+    return 'N/A';
+}
+function formatDate(iso) {
+    if (!iso)
+        return 'N/A';
+    return iso.substring(0, 10);
+}
+function truncateText(text, max) {
+    const clean = text.replace(/\n/g, ' ').trim();
+    if (clean.length <= max)
+        return clean;
+    return clean.substring(0, max - 3) + '...';
+}
+function round2(n) {
+    return Math.round(n * 100) / 100;
+}
+function daysSince(iso) {
+    if (!iso)
+        return 0;
+    return Math.floor((Date.now() - new Date(iso).getTime()) / 86400000);
+}
+function asArray(data) {
+    if (Array.isArray(data))
+        return data;
+    if (data && typeof data === 'object' && 'data' in data) {
+        const inner = data.data;
+        if (Array.isArray(inner))
+            return inner;
+    }
+    return [];
+}
+function findCommItem(contact, type) {
+    const items = contact.communicationItems;
+    if (!Array.isArray(items))
+        return 'N/A';
+    const item = items.find((i) => {
+        const ci = i;
+        return String(ci.communicationType ?? '').toLowerCase().includes(type.toLowerCase());
+    });
+    return item ? String(item.value ?? 'N/A') : 'N/A';
+}
+//# sourceMappingURL=formatters.js.map

package/dist/utils/formatters.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -0,0 +1,46 @@
+{
+  "name": "@goxtechnologies/connectwise-psa-mcp",
+  "version": "1.1.0",
+  "description": "ConnectWise PSA MCP server — 22 tools, 509 named operations, 72 analytics handlers",
+  "type": "module",
+  "main": "dist/index.js",
+  "bin": {
+    "connectwise-psa-mcp": "dist/index.js"
+  },
+  "files": [
+    "dist/",
+    "data/"
+  ],
+  "scripts": {
+    "build": "tsc",
+    "build:db": "node dist/services/db-builder.js",
+    "prepublishOnly": "npm run build",
+    "start": "node dist/index.js",
+    "test": "node --import tsx --test tests/unit/*.test.ts",
+    "test:unit": "node --import tsx --test tests/unit/conditions.test.ts",
+    "test:validation": "node --import tsx --test tests/unit/validation.test.ts",
+    "test:db": "node --import tsx --test tests/unit/database.test.ts",
+    "test:integration": "node --import tsx --test tests/integration/*.test.ts",
+    "test:mcp": "node --import tsx --test tests/integration/mcp-protocol.test.ts"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.12.1",
+    "better-sqlite3": "^11.0.0"
+  },
+  "devDependencies": {
+    "@types/better-sqlite3": "^7.6.0",
+    "@types/node": "^22.0.0",
+    "tsx": "^4.21.0",
+    "typescript": "^5.7.0"
+  },
+  "engines": {
+    "node": ">=18.0.0"
+  },
+  "author": "GOX Technologies",
+  "license": "MIT",
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/jencryzthers/connectwise-psa-mcp"
+  },
+  "keywords": ["mcp", "connectwise", "psa", "msp", "manage"]
+}