@helmdesk/mcp 0.6.0 → 0.7.0

package/README.md

@@ -74,8 +74,13 @@ HELMDESK_API_KEY=sk_live_xxx npx @helmdesk/mcp
 | `close_feedback_conversation` | Close a handled conversation (or reopen it via `status: "open"`) |
 | `list_feedback_requests` | List outgoing feedback requests with funnel status (sent/opened/responded) |
 | `request_feedback` | Create a feedback request and email the customer a branded respond link |
+| `list_customers` | List/search the customer directory (filter by email/name/company text or your app's `externalId`) |
+| `get_customer` | Get a customer with their full interaction history (tickets + feedback) — "who is this person?" |
+| `create_customer` | Create or pre-load a customer (set `externalId` to your own app's user id) |
+| `update_customer` | Update a customer's profile — incl. the staff-only `internalNote` for CRM-style context |
+| `delete_customer` | Remove a customer (their tickets/feedback are untouched) |
 
-31 tools in total — `tickets:write` is required for ticket mutations and `add_ticket_tag`/`remove_ticket_tag`, `emails:send` for `send_email`/`send_email_batch` (batch also needs the Pro plan or higher), `articles:write` for `create_article`, `logs:read` for `query_logs`/`list_log_issues`, `feedback:read` for the feedback list/get tools and `feedback:write` for `reply_to_feedback`/`close_feedback_conversation`/`request_feedback`. A key with empty scopes has full access.
+36 tools in total — `tickets:write` is required for ticket mutations and `add_ticket_tag`/`remove_ticket_tag`, `emails:send` for `send_email`/`send_email_batch` (batch also needs the Pro plan or higher), `articles:write` for `create_article`, `logs:read` for `query_logs`/`list_log_issues`, `feedback:read` for the feedback list/get tools and `feedback:write` for `reply_to_feedback`/`close_feedback_conversation`/`request_feedback`, `customers:read` for `list_customers`/`get_customer` and `customers:write` for `create_customer`/`update_customer`/`delete_customer`. A key with empty scopes has full access.
 
 ## Available Resources
 
@@ -99,6 +104,8 @@ Once connected, you can ask your AI agent:
 - "We keep getting the same SSO question — write a published KB article answering it, then reply to ticket #88 linking it"
 - "Show me open feedback conversations rated 3 or below and draft replies"
 - "Send a feedback request to jane@example.com asking how onboarding went"
+- "Who is jane@example.com? Show me everything she's asked us and any feedback she's given"
+- "Add an internal note to that customer: churn risk, complained about pricing twice"
 
 ## Testing
 

package/dist/server.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAA;AAYnE,MAAM,WAAW,kBAAkB;IACjC,MAAM,EAAE,MAAM,CAAA;IACd,OAAO,CAAC,EAAE,MAAM,CAAA;CACjB;AAED,wBAAgB,uBAAuB,CAAC,OAAO,EAAE,kBAAkB,GAAG,SAAS,CA2B9E"}
+{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAA;AAanE,MAAM,WAAW,kBAAkB;IACjC,MAAM,EAAE,MAAM,CAAA;IACd,OAAO,CAAC,EAAE,MAAM,CAAA;CACjB;AAED,wBAAgB,uBAAuB,CAAC,OAAO,EAAE,kBAAkB,GAAG,SAAS,CA4B9E"}

package/dist/server.js

@@ -5,6 +5,7 @@ import { registerEmailTools } from './tools/emails.js';
 import { registerArticleTools } from './tools/articles.js';
 import { registerLogTools } from './tools/logs.js';
 import { registerFeedbackTools } from './tools/feedback.js';
+import { registerCustomerTools } from './tools/customers.js';
 import { registerTeamTools } from './tools/team.js';
 import { registerWebhookTools } from './tools/webhooks.js';
 import { registerTicketResources } from './resources/tickets.js';
@@ -25,6 +26,7 @@ export function createHelmdeskMcpServer(options) {
     registerArticleTools(server, getClient);
     registerLogTools(server, getClient);
     registerFeedbackTools(server, getClient);
+    registerCustomerTools(server, getClient);
     registerTeamTools(server, getClient);
     registerWebhookTools(server, getClient);
     // Register all resources

package/dist/server.js.map

@@ -1 +1 @@
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package/dist/tools/customers.d.ts

@@ -0,0 +1,4 @@
+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { HelmdeskClient } from '@helmdesk/sdk';
+export declare function registerCustomerTools(server: McpServer, getClient: () => HelmdeskClient): void;
+//# sourceMappingURL=customers.d.ts.map

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

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

@@ -0,0 +1,102 @@
+import { z } from 'zod';
+export function registerCustomerTools(server, getClient) {
+    server.tool('list_customers', 'List the project\'s customers, most recently seen first (requires the customers:read scope). The directory builds itself from tickets and feedback, so this is everyone who has ever interacted with the project. Use search to match email/name/company, or externalId to resolve one of YOUR app\'s user ids to its Helmdesk customer.', {
+        search: z.string().optional().describe('Substring match on email, name, or company'),
+        externalId: z.string().optional()
+            .describe('Exact match on the customer\'s id in the installer\'s own app (their user id)'),
+        page: z.number().optional().describe('Page number (default: 1)'),
+        limit: z.number().optional().describe('Results per page (default: 25, max: 100)'),
+    }, async (params) => {
+        const client = getClient();
+        const result = await client.customers.list({
+            search: params.search,
+            externalId: params.externalId,
+            page: params.page,
+            limit: params.limit,
+        });
+        return {
+            content: [{
+                    type: 'text',
+                    text: JSON.stringify(result, null, 2),
+                }],
+        };
+    });
+    server.tool('get_customer', 'Get a customer including their full interaction history — their tickets and feedback conversations, joined by email, recent-first, capped at 50 each (requires the customers:read scope). This is the best "who is this person?" tool: one call gives you their profile (name, company, externalId, staff-only internalNote, metadata) plus everything they ever asked or said.', {
+        customerId: z.string().describe('The customer ID (UUID). Find it via list_customers.'),
+    }, async ({ customerId }) => {
+        const client = getClient();
+        const result = await client.customers.get(customerId);
+        return {
+            content: [{
+                    type: 'text',
+                    text: JSON.stringify(result, null, 2),
+                }],
+        };
+    });
+    server.tool('create_customer', 'Create a customer explicitly (requires the customers:write scope). Customers are also created automatically when someone opens a ticket or gives feedback — use this to pre-load or enrich the directory, e.g. syncing your own user base with externalId set to your app\'s user id. Fails with a 409 conflict if the email already exists in this environment.', {
+        email: z.string().email().describe('Customer email — unique per project + environment, immutable after creation'),
+        name: z.string().optional().describe('Display name (max 200 characters)'),
+        company: z.string().optional().describe('Company name (max 200 characters)'),
+        externalId: z.string().optional()
+            .describe('The customer\'s id in the installer\'s own app, e.g. their user id (max 200 characters)'),
+        internalNote: z.string().optional()
+            .describe('Staff-only note, never shown to the customer (max 5000 characters)'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Arbitrary JSON metadata (at most 8 KB serialized)'),
+    }, async (params) => {
+        const client = getClient();
+        const result = await client.customers.create({
+            email: params.email,
+            name: params.name,
+            company: params.company,
+            externalId: params.externalId,
+            internalNote: params.internalNote,
+            metadata: params.metadata,
+        });
+        return {
+            content: [{
+                    type: 'text',
+                    text: JSON.stringify(result, null, 2),
+                }],
+        };
+    });
+    server.tool('update_customer', 'Update a customer\'s profile (requires the customers:write scope). Email is immutable — it is the join key back to tickets and feedback. internalNote is a staff-only, CRM-style note the customer never sees: use it to record context like "churn risk, complained about pricing in March" so the next agent (human or AI) has the backstory. Pass null to clear a field.', {
+        customerId: z.string().describe('The customer ID (UUID)'),
+        name: z.string().nullable().optional().describe('Display name (null clears)'),
+        company: z.string().nullable().optional().describe('Company name (null clears)'),
+        externalId: z.string().nullable().optional()
+            .describe('The customer\'s id in the installer\'s own app (null clears)'),
+        internalNote: z.string().nullable().optional()
+            .describe('Staff-only CRM-style note, never shown to the customer (null clears, max 5000 characters)'),
+        metadata: z.record(z.unknown()).nullable().optional()
+            .describe('Arbitrary JSON metadata, at most 8 KB serialized (null clears)'),
+    }, async ({ customerId, ...patch }) => {
+        const client = getClient();
+        const result = await client.customers.update(customerId, {
+            name: patch.name,
+            company: patch.company,
+            externalId: patch.externalId,
+            internalNote: patch.internalNote,
+            metadata: patch.metadata,
+        });
+        return {
+            content: [{
+                    type: 'text',
+                    text: JSON.stringify(result, null, 2),
+                }],
+        };
+    });
+    server.tool('delete_customer', 'Delete a customer from the directory (requires the customers:write scope). Their tickets and feedback conversations are untouched — linkage is by email, not foreign key — and any new interaction from the same email simply re-creates the customer.', {
+        customerId: z.string().describe('The customer ID (UUID)'),
+    }, async ({ customerId }) => {
+        const client = getClient();
+        const result = await client.customers.delete(customerId);
+        return {
+            content: [{
+                    type: 'text',
+                    text: JSON.stringify(result, null, 2),
+                }],
+        };
+    });
+}
+//# sourceMappingURL=customers.js.map

package/dist/tools/customers.js.map

@@ -0,0 +1 @@
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package/dist/tools/feedback.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"feedback.d.ts","sourceRoot":"","sources":["../../src/tools/feedback.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAA;AAEnE,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,eAAe,CAAA;AAOnD,wBAAgB,qBAAqB,CAAC,MAAM,EAAE,SAAS,EAAE,SAAS,EAAE,MAAM,cAAc,QAuKvF"}
+{"version":3,"file":"feedback.d.ts","sourceRoot":"","sources":["../../src/tools/feedback.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAA;AAEnE,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,eAAe,CAAA;AAOnD,wBAAgB,qBAAqB,CAAC,MAAM,EAAE,SAAS,EAAE,SAAS,EAAE,MAAM,cAAc,QA6KvF"}

package/dist/tools/feedback.js

@@ -76,8 +76,8 @@ export function registerFeedbackTools(server, getClient) {
                 }],
         };
     });
-    server.tool('list_feedback_requests', 'List outgoing feedback requests ("tickles") with their funnel status, newest first (requires the feedback:read scope). Status tracks the funnel: "sent" (emailed), "opened" (customer opened the respond page), "responded" (customer answered — a feedback conversation now exists). Use this to see who has not responded yet before nudging again.', {
-        status: z.enum(['sent', 'opened', 'responded']).optional()
+    server.tool('list_feedback_requests', 'List outgoing feedback requests ("tickles") with their funnel status, newest first (requires the feedback:read scope). Status tracks the funnel: "created" (link-only request, not yet opened), "sent" (emailed), "opened" (customer opened the respond page), "responded" (customer answered — a feedback conversation now exists). Link-channel rows include their respondUrl. Use this to see who has not responded yet before nudging again.', {
+        status: z.enum(['created', 'sent', 'opened', 'responded']).optional()
             .describe('Filter by funnel status'),
         customerEmail: z.string().optional().describe('Filter by the customer\'s email address'),
         search: z.string().optional().describe('Substring match on title or customer email/name'),
@@ -105,11 +105,15 @@ export function registerFeedbackTools(server, getClient) {
                 }],
         };
     });
-    server.tool('request_feedback', 'Ask a customer for feedback (requires the feedback:write scope). This creates a feedback request AND immediately emails the customer a branded message with your prompt and a respond link — when they answer, a feedback conversation is created and the request\'s status becomes "responded". With a sandbox key the email is captured, not delivered.', {
+    server.tool('request_feedback', 'Ask a customer for feedback (requires the feedback:write scope). With the default channel "email" this creates a feedback request AND immediately emails the customer a branded message with your prompt and a respond link (with a sandbox key the email is captured, not delivered). With channel "link" NO email is sent — the response returns respondUrl, the public respond link, for you to embed in your own email/coupon/message; the funnel still tracks opened/responded either way. When the customer answers, a feedback conversation is created and the request\'s status becomes "responded".', {
         title: z.string().describe('Short internal title for the request, e.g. "Post-onboarding check-in" (max 300 characters)'),
-        message: z.string().describe('The message/question the customer receives in the email (max 10000 characters)'),
+        message: z.string().describe('The message/question the customer receives in the email — or sees on the respond page for channel "link" (max 10000 characters)'),
         customerEmail: z.string().email().describe('Customer email address to send the request to'),
         customerName: z.string().optional().describe('Customer display name (used in the email greeting)'),
+        channel: z.enum(['email', 'link']).optional()
+            .describe('"email" (default): Helmdesk sends the branded email. "link": no email — returns respondUrl to embed in your own email/coupon.'),
+        internalNote: z.string().optional()
+            .describe('Staff-only note, never shown to the customer, e.g. "Sent $50 coupon WELCOME50" (max 2000 characters)'),
     }, async (params) => {
         const client = getClient();
         const result = await client.request('POST', '/feedback/requests', {
@@ -118,6 +122,8 @@ export function registerFeedbackTools(server, getClient) {
                 message: params.message,
                 customerEmail: params.customerEmail,
                 customerName: params.customerName,
+                channel: params.channel,
+                internalNote: params.internalNote,
             },
         });
         return {

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@helmdesk/mcp",
-  "version": "0.6.0",
+  "version": "0.7.0",
   "description": "MCP server for Helmdesk — let AI agents manage tickets, send emails, and search your knowledge base",
   "type": "module",
   "main": "./dist/index.js",
@@ -22,7 +22,7 @@
   "dependencies": {
     "@modelcontextprotocol/sdk": "^1.12.1",
     "zod": "^3.25.23",
-    "@helmdesk/sdk": "0.8.0"
+    "@helmdesk/sdk": "0.9.0"
   },
   "devDependencies": {
     "@types/node": "^20",