@goxtechnologies/connectwise-psa-mcp 1.1.0

package/dist/operations/analytics-msp-procurement.js

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+// ConnectWise PSA MCP Server — MSP Procurement & Expense Analytics Handlers
+import { getAPI } from '../services/connectwise-api.js';
+import { num, nested, daysSince, daysAgo, groupByField, sum, pct, currencyDisplay, mdTable } from './analytics-msp-utils.js';
+export const mspProcurementHandlers = {};
+function reg(name, handler) { mspProcurementHandlers[name] = handler; }
+// ---------------------------------------------------------------------------
+// procurement_spend_summary
+// Fetch purchase orders and group by vendor. Show PO count and total spend.
+// ---------------------------------------------------------------------------
+reg('procurement_spend_summary', async (params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    const since = daysAgo(days);
+    const r = await api.paginatedFetch('/procurement/purchaseorders', `dateEntered>=[${since}]`, 'id,vendorCompany/name,total,status/name', 500);
+    if (r.items.length === 0)
+        return `No purchase orders found in the last ${days} days.`;
+    const byVendor = groupByField(r.items, 'vendorCompany/name');
+    const rows = [];
+    for (const [vendor, pos] of [...byVendor.entries()].sort((a, b) => sum(b[1], 'total') - sum(a[1], 'total'))) {
+        const total = sum(pos, 'total');
+        const statuses = [...new Set(pos.map(p => nested(p, 'status', 'name')).filter(s => s !== 'N/A'))].join(', ') || 'N/A';
+        rows.push([vendor, String(pos.length), currencyDisplay(total), statuses]);
+    }
+    const grandTotal = sum(r.items, 'total');
+    return [
+        `## Procurement Spend Summary (last ${days} days)\n`,
+        `**Total POs:** ${r.items.length} | **Total Spend:** ${currencyDisplay(grandTotal)}\n`,
+        mdTable(['Vendor', 'PO Count', 'Total $', 'Status'], rows),
+    ].join('\n');
+});
+// ---------------------------------------------------------------------------
+// expense_pending_approvals
+// Fetch pending expense entries grouped by member.
+// ---------------------------------------------------------------------------
+reg('expense_pending_approvals', async (_params) => {
+    const api = getAPI();
+    const r = await api.paginatedFetch('/expense/entries', "status/name like '%Pending%'", 'id,amount,expenseDate,member/identifier,status/name', 500);
+    if (r.items.length === 0)
+        return 'No pending expense entries found.';
+    const byMember = groupByField(r.items, 'member/identifier');
+    const rows = [];
+    for (const [member, entries] of [...byMember.entries()].sort((a, b) => sum(b[1], 'amount') - sum(a[1], 'amount'))) {
+        const total = sum(entries, 'amount');
+        const oldestAge = Math.max(...entries.map(e => daysSince(String(e['expenseDate'] ?? ''))));
+        rows.push([member, String(entries.length), currencyDisplay(total), `${oldestAge}d ago`]);
+    }
+    const grandTotal = sum(r.items, 'amount');
+    return [
+        `## Expense Pending Approvals (${r.items.length} entries)\n`,
+        `**Total Pending:** ${currencyDisplay(grandTotal)}\n`,
+        mdTable(['Member', 'Entries', 'Total $', 'Oldest'], rows),
+    ].join('\n');
+});
+// ---------------------------------------------------------------------------
+// expense_by_category
+// Fetch expense entries in period and group by classification.
+// ---------------------------------------------------------------------------
+reg('expense_by_category', async (params) => {
+    const api = getAPI();
+    const days = num(params['days'], 30);
+    const since = daysAgo(days);
+    const r = await api.paginatedFetch('/expense/entries', `expenseDate>=[${since}]`, 'id,amount,expenseDate,classification/name', 500);
+    if (r.items.length === 0)
+        return `No expense entries found in the last ${days} days.`;
+    const grandTotal = sum(r.items, 'amount');
+    const byCategory = groupByField(r.items, 'classification/name');
+    const rows = [];
+    for (const [category, entries] of [...byCategory.entries()].sort((a, b) => sum(b[1], 'amount') - sum(a[1], 'amount'))) {
+        const total = sum(entries, 'amount');
+        rows.push([category, String(entries.length), currencyDisplay(total), pct(total, grandTotal)]);
+    }
+    return [
+        `## Expense by Category (last ${days} days)\n`,
+        `**Total Entries:** ${r.items.length} | **Total Spend:** ${currencyDisplay(grandTotal)}\n`,
+        mdTable(['Category', 'Count', 'Total $', '% of Total'], rows),
+    ].join('\n');
+});
+//# sourceMappingURL=analytics-msp-procurement.js.map

package/dist/operations/analytics-msp-procurement.js.map

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package/dist/operations/analytics-msp-projects.d.ts

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+import { type MspHandler } from './analytics-msp-utils.js';
+export declare const mspProjectHandlers: Record<string, MspHandler>;
+//# sourceMappingURL=analytics-msp-projects.d.ts.map

package/dist/operations/analytics-msp-projects.d.ts.map

@@ -0,0 +1 @@
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package/dist/operations/analytics-msp-projects.js

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+// ConnectWise PSA MCP Server — MSP Project Analytics Handlers
+import { getAPI } from '../services/connectwise-api.js';
+import { num, nested, round2, hoursDisplay, mdTable, settledWarning, } from './analytics-msp-utils.js';
+export const mspProjectHandlers = {};
+function reg(name, handler) { mspProjectHandlers[name] = handler; }
+// ===========================================================================
+// PROJECT ANALYTICS
+// ===========================================================================
+reg('project_budget_burn', async (params) => {
+    const api = getAPI();
+    const projectId = params['project_id'] !== undefined ? num(params['project_id']) : null;
+    const projects = projectId !== null
+        ? await api.request({ path: `/project/projects/${projectId}`, method: 'GET' }).then(r => ({ items: [r.data] }))
+        : await api.paginatedFetch('/project/projects', "status/name='Open'", 'id,name,company/name,budgetHours,estimatedEnd', 200);
+    if (projects.items.length === 0)
+        return 'No projects found.';
+    const budgetResults = await Promise.allSettled(projects.items.map(async (p) => {
+        const pid = num(p['id']);
+        const time = await api.paginatedFetch('/time/entries', `chargeToType='Project' AND chargeToId=${pid}`, 'id,actualHours', 2000);
+        const actual = time.items.reduce((s, e) => s + num(e['actualHours']), 0);
+        return { p, actual };
+    }));
+    const rows = [];
+    for (const r of budgetResults) {
+        if (r.status !== 'fulfilled')
+            continue;
+        const { p, actual } = r.value;
+        const budget = num(p['budgetHours']);
+        const burnPct = budget > 0 ? round2((actual / budget) * 100) : 0;
+        const projected = budget > 0 && burnPct > 0 ? round2((actual / (burnPct / 100)) - budget) : 0;
+        rows.push([
+            String(p['name'] ?? `Project #${p['id']}`),
+            hoursDisplay(budget),
+            hoursDisplay(actual),
+            `${burnPct}%`,
+            projected > 0 ? `+${hoursDisplay(projected)}` : 'On track',
+        ]);
+    }
+    if (rows.length === 0)
+        return 'No project budget data available.';
+    const title = projectId !== null
+        ? `## Project Budget Burn: Project #${projectId}`
+        : `## Project Budget Burn — All Open Projects (${rows.length})`;
+    return [title + '\n', mdTable(['Project', 'Budget', 'Actual', 'Burn Rate', 'Projected Overrun'], rows)].join('\n') + settledWarning(budgetResults, 'sub-requests');
+});
+reg('project_phase_completion', async (params) => {
+    const api = getAPI();
+    const projectId = num(params['project_id']);
+    if (!projectId)
+        return 'Error: project_id required.';
+    const [project, phases] = await Promise.all([
+        api.request({ path: `/project/projects/${projectId}`, method: 'GET' }),
+        api.paginatedFetch(`/project/projects/${projectId}/phases`, undefined, 'id,description,wbsCode', 100),
+    ]);
+    if (phases.items.length === 0) {
+        return `No phases found for project #${projectId}.`;
+    }
+    const projectName = String(project.data['name'] ?? `Project #${projectId}`);
+    const phaseResults = await Promise.allSettled(phases.items.map(async (ph) => {
+        const tickets = await api.paginatedFetch('/service/tickets', `project/id=${projectId} AND phase/id=${ph['id']}`, 'id,closedFlag', 500);
+        const total = tickets.items.length;
+        const closed = tickets.items.filter(t => t['closedFlag'] === true).length;
+        return { ph, total, closed };
+    }));
+    const rows = [];
+    for (const r of phaseResults) {
+        if (r.status !== 'fulfilled')
+            continue;
+        const { ph, total, closed } = r.value;
+        const completePct = total > 0 ? round2((closed / total) * 100) : 0;
+        const phaseLabel = ph['wbsCode']
+            ? `${ph['wbsCode']} — ${ph['description'] ?? ''}`
+            : String(ph['description'] ?? `Phase #${ph['id']}`);
+        rows.push([phaseLabel, String(total), String(closed), `${completePct}%`]);
+    }
+    if (rows.length === 0)
+        return `No phase ticket data found for project #${projectId}.`;
+    return [
+        `## Project Phase Completion: ${projectName} (#${projectId})\n`,
+        mdTable(['Phase', 'Total Tickets', 'Closed', '% Complete'], rows),
+    ].join('\n') + settledWarning(phaseResults, 'sub-requests');
+});
+reg('project_health_dashboard', async (_params) => {
+    const api = getAPI();
+    const projects = await api.paginatedFetch('/project/projects', "status/name='Open'", 'id,name,company/name,budgetHours,estimatedEnd,scheduledStart', 200);
+    if (projects.items.length === 0)
+        return 'No active (Open) projects found.';
+    const today = Date.now();
+    const healthResults = await Promise.allSettled(projects.items.map(async (p) => {
+        const pid = num(p['id']);
+        const time = await api.paginatedFetch('/time/entries', `chargeToType='Project' AND chargeToId=${pid}`, 'id,actualHours', 2000);
+        const actual = time.items.reduce((s, e) => s + num(e['actualHours']), 0);
+        return { p, actual };
+    }));
+    const rows = [];
+    for (const r of healthResults) {
+        if (r.status !== 'fulfilled')
+            continue;
+        const { p, actual } = r.value;
+        const budget = num(p['budgetHours']);
+        const burnPct = budget > 0 ? round2((actual / budget) * 100) : 0;
+        // Schedule health: compare today vs estimatedEnd
+        const estimatedEnd = p['estimatedEnd'] ? new Date(p['estimatedEnd']) : null;
+        const scheduledStart = p['scheduledStart'] ? new Date(p['scheduledStart']) : null;
+        let scheduleLabel = 'N/A';
+        if (estimatedEnd && scheduledStart) {
+            const totalSpan = estimatedEnd.getTime() - scheduledStart.getTime();
+            const elapsed = today - scheduledStart.getTime();
+            const timeProgressPct = totalSpan > 0 ? round2((elapsed / totalSpan) * 100) : 0;
+            const diff = timeProgressPct - burnPct;
+            scheduleLabel = diff > 20 ? 'Behind' : diff < -20 ? 'Ahead' : 'On Track';
+        }
+        else if (estimatedEnd && estimatedEnd.getTime() < today) {
+            scheduleLabel = 'Overdue';
+        }
+        // Composite health score
+        const budgetHealth = burnPct <= 80 ? 100 : burnPct <= 100 ? 60 : 20;
+        const schedHealth = scheduleLabel === 'On Track' || scheduleLabel === 'Ahead' ? 100 : scheduleLabel === 'Behind' ? 50 : 0;
+        const composite = round2(budgetHealth * 0.6 + schedHealth * 0.4);
+        const healthLabel = composite >= 80 ? 'Healthy' : composite >= 50 ? 'At Risk' : 'Critical';
+        rows.push([
+            String(p['name'] ?? `#${p['id']}`),
+            nested(p, 'company', 'name'),
+            `${burnPct}%`,
+            scheduleLabel,
+            `${composite} — ${healthLabel}`,
+        ]);
+    }
+    if (rows.length === 0)
+        return 'No project health data available.';
+    rows.sort((a, b) => {
+        const scoreA = num(a[4]?.split(' — ')[0]);
+        const scoreB = num(b[4]?.split(' — ')[0]);
+        return scoreA - scoreB;
+    });
+    return [
+        `## Project Health Dashboard (${rows.length} active projects)\n`,
+        mdTable(['Project', 'Company', 'Budget %', 'Schedule', 'Health'], rows),
+    ].join('\n') + settledWarning(healthResults, 'sub-requests');
+});
+reg('project_resource_allocation', async (_params) => {
+    const api = getAPI();
+    const projects = await api.paginatedFetch('/project/projects', "status/name='Open'", 'id,name', 100);
+    if (projects.items.length === 0)
+        return 'No active (Open) projects found.';
+    // Cap to 20 projects to avoid too many API calls
+    const activeProjects = projects.items.slice(0, 20);
+    const projectNames = {};
+    for (const p of activeProjects)
+        projectNames[num(p['id'])] = String(p['name'] ?? `#${p['id']}`);
+    // Fetch time entries for all active projects in parallel
+    const timeResults = await Promise.allSettled(activeProjects.map(async (p) => {
+        const pid = num(p['id']);
+        const time = await api.paginatedFetch('/time/entries', `chargeToType='Project' AND chargeToId=${pid}`, 'id,actualHours,member/identifier', 1000);
+        return { pid, entries: time.items };
+    }));
+    // Build: member -> project -> hours
+    const allProjects = [];
+    const memberHours = {};
+    for (const r of timeResults) {
+        if (r.status !== 'fulfilled')
+            continue;
+        const { pid, entries } = r.value;
+        allProjects.push(pid);
+        for (const e of entries) {
+            const id = nested(e, 'member', 'identifier');
+            if (!memberHours[id])
+                memberHours[id] = {};
+            memberHours[id][pid] = (memberHours[id][pid] ?? 0) + num(e['actualHours']);
+        }
+    }
+    if (Object.keys(memberHours).length === 0)
+        return 'No time entries found across active projects.';
+    // Build table: columns are projects, rows are members
+    const sortedMembers = Object.keys(memberHours).sort();
+    const headers = ['Member', ...allProjects.map(pid => projectNames[pid] ?? `#${pid}`).map(n => n.length > 15 ? n.substring(0, 13) + '..' : n), 'Total'];
+    const rows = sortedMembers.map(id => {
+        const total = allProjects.reduce((s, pid) => s + (memberHours[id][pid] ?? 0), 0);
+        return [
+            id,
+            ...allProjects.map(pid => memberHours[id][pid] ? hoursDisplay(memberHours[id][pid]) : '—'),
+            hoursDisplay(total),
+        ];
+    });
+    return [
+        `## Project Resource Allocation — ${allProjects.length} Active Projects\n`,
+        mdTable(headers, rows),
+    ].join('\n') + settledWarning(timeResults, 'sub-requests');
+});
+//# sourceMappingURL=analytics-msp-projects.js.map

package/dist/operations/analytics-msp-projects.js.map

@@ -0,0 +1 @@
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package/dist/operations/analytics-msp-sales.d.ts

@@ -0,0 +1,3 @@
+import { type MspHandler } from './analytics-msp-utils.js';
+export declare const mspSalesHandlers: Record<string, MspHandler>;
+//# sourceMappingURL=analytics-msp-sales.d.ts.map

package/dist/operations/analytics-msp-sales.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"analytics-msp-sales.d.ts","sourceRoot":"","sources":["../../src/operations/analytics-msp-sales.ts"],"names":[],"mappings":"AAGA,OAAO,EAA2B,KAAK,UAAU,EAAgF,MAAM,0BAA0B,CAAC;AAElK,eAAO,MAAM,gBAAgB,EAAE,MAAM,CAAC,MAAM,EAAE,UAAU,CAAM,CAAC"}

package/dist/operations/analytics-msp-sales.js

@@ -0,0 +1,99 @@
+// ConnectWise PSA MCP Server — MSP Sales Analytics Handlers
+import { getAPI } from '../services/connectwise-api.js';
+import { num, daysSince, daysAgo, round2, groupByField, sum, currencyDisplay, mdTable } from './analytics-msp-utils.js';
+export const mspSalesHandlers = {};
+function reg(name, handler) { mspSalesHandlers[name] = handler; }
+// ---------------------------------------------------------------------------
+// pipeline_value_summary
+// Fetch open opportunities grouped by stage. Compute weighted value.
+// ---------------------------------------------------------------------------
+reg('pipeline_value_summary', async (_params) => {
+    const api = getAPI();
+    const r = await api.paginatedFetch('/sales/opportunities', 'closedFlag=false', 'id,name,stage/name,amount,probability', 500);
+    if (r.items.length === 0)
+        return 'No open opportunities found.';
+    const byStage = groupByField(r.items, 'stage/name');
+    const rows = [];
+    for (const [stage, opps] of [...byStage.entries()].sort((a, b) => a[0].localeCompare(b[0]))) {
+        const totalValue = sum(opps, 'amount');
+        const weightedValue = opps.reduce((acc, o) => acc + num(o['amount']) * (num(o['probability']) / 100), 0);
+        rows.push([stage, String(opps.length), currencyDisplay(totalValue), currencyDisplay(round2(weightedValue))]);
+    }
+    const totalOpps = r.items.length;
+    const totalValue = sum(r.items, 'amount');
+    const totalWeighted = r.items.reduce((acc, o) => acc + num(o['amount']) * (num(o['probability']) / 100), 0);
+    return [
+        `## Pipeline Value Summary (${totalOpps} open opportunities)\n`,
+        `**Total Pipeline:** ${currencyDisplay(totalValue)} | **Weighted Value:** ${currencyDisplay(round2(totalWeighted))}\n`,
+        mdTable(['Stage', 'Count', 'Total Value', 'Weighted Value'], rows),
+    ].join('\n');
+});
+// ---------------------------------------------------------------------------
+// opportunity_win_rate
+// Fetch won and lost opportunities in the last N days. Compute win rate.
+// ---------------------------------------------------------------------------
+reg('opportunity_win_rate', async (params) => {
+    const api = getAPI();
+    const days = num(params['days'], 90);
+    const since = daysAgo(days);
+    const [won, lost] = await Promise.all([
+        api.paginatedFetch('/sales/opportunities', `closedFlag=true AND status/name='Won' AND closedDate>=[${since}]`, 'id,amount,closedDate', 500),
+        api.paginatedFetch('/sales/opportunities', `closedFlag=true AND status/name='Lost' AND closedDate>=[${since}]`, 'id,amount,closedDate', 500),
+    ]);
+    const wonCount = won.items.length;
+    const lostCount = lost.items.length;
+    const total = wonCount + lostCount;
+    if (total === 0)
+        return `No closed opportunities in the last ${days} days.`;
+    const winRate = total > 0 ? round2((wonCount / total) * 100) : 0;
+    const avgWon = wonCount > 0 ? round2(sum(won.items, 'amount') / wonCount) : 0;
+    const avgLost = lostCount > 0 ? round2(sum(lost.items, 'amount') / lostCount) : 0;
+    const rows = [
+        [String(wonCount), String(lostCount), `${winRate}%`, currencyDisplay(avgWon), currencyDisplay(avgLost)],
+    ];
+    return [
+        `## Opportunity Win Rate (last ${days} days)\n`,
+        mdTable(['Won', 'Lost', 'Win Rate', 'Avg Won Size', 'Avg Lost Size'], rows),
+    ].join('\n');
+});
+// ---------------------------------------------------------------------------
+// opportunity_aging
+// Fetch open opportunities and bucket by age.
+// ---------------------------------------------------------------------------
+reg('opportunity_aging', async (_params) => {
+    const api = getAPI();
+    const r = await api.paginatedFetch('/sales/opportunities', 'closedFlag=false', 'id,name,amount,dateEntered', 500);
+    if (r.items.length === 0)
+        return 'No open opportunities found.';
+    const buckets = {
+        '0-30d': { count: 0, totalValue: 0 },
+        '30-60d': { count: 0, totalValue: 0 },
+        '60-90d': { count: 0, totalValue: 0 },
+        '90+d': { count: 0, totalValue: 0 },
+    };
+    for (const o of r.items) {
+        const age = daysSince(String(o['dateEntered'] ?? ''));
+        const value = num(o['amount']);
+        let key;
+        if (age <= 30)
+            key = '0-30d';
+        else if (age <= 60)
+            key = '30-60d';
+        else if (age <= 90)
+            key = '60-90d';
+        else
+            key = '90+d';
+        buckets[key].count++;
+        buckets[key].totalValue += value;
+    }
+    const rows = Object.entries(buckets).map(([bucket, d]) => [
+        bucket,
+        String(d.count),
+        currencyDisplay(d.totalValue),
+    ]);
+    return [
+        `## Opportunity Aging (${r.items.length} open)\n`,
+        mdTable(['Age Bucket', 'Count', 'Total Value'], rows),
+    ].join('\n');
+});
+//# sourceMappingURL=analytics-msp-sales.js.map

package/dist/operations/analytics-msp-sales.js.map

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package/dist/operations/analytics-msp-schedule.d.ts

@@ -0,0 +1,3 @@
+import { type MspHandler } from './analytics-msp-utils.js';
+export declare const mspScheduleHandlers: Record<string, MspHandler>;
+//# sourceMappingURL=analytics-msp-schedule.d.ts.map

package/dist/operations/analytics-msp-schedule.d.ts.map

@@ -0,0 +1 @@
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