@iamsamuelfraga/mcp-pipedrive 1.0.3

package/dist/prompts/index.js

@@ -0,0 +1,199 @@
+import { ListPromptsRequestSchema, GetPromptRequestSchema, } from '@modelcontextprotocol/sdk/types.js';
+/**
+ * Setup MCP Prompts for the Pipedrive server
+ *
+ * Prompts provide guided workflows for common Pipedrive operations.
+ * They are templates that help users execute multi-step processes
+ * with proper context and instructions.
+ *
+ * Available prompts:
+ * - create-deal-workflow - Guide through creating a complete deal with contact and activity
+ * - sales-qualification - Run BANT qualification checklist on a deal
+ * - follow-up-sequence - Create a sequence of follow-up activities
+ * - weekly-pipeline-review - Generate weekly pipeline report
+ * - lost-deal-analysis - Analyze lost deals for patterns
+ *
+ * @param server - The MCP server instance
+ */
+export function setupPrompts(server) {
+    // List available prompts
+    server.setRequestHandler(ListPromptsRequestSchema, async () => {
+        return {
+            prompts: [
+                {
+                    name: 'create-deal-workflow',
+                    description: 'Guide through creating a complete deal with person and initial activity',
+                    arguments: [
+                        { name: 'dealTitle', description: 'Title of the deal', required: true },
+                        { name: 'personName', description: 'Name of the contact person', required: true },
+                        { name: 'personEmail', description: 'Email of the contact', required: false },
+                    ],
+                },
+                {
+                    name: 'sales-qualification',
+                    description: 'Run BANT qualification checklist on a deal',
+                    arguments: [{ name: 'dealId', description: 'ID of the deal to qualify', required: true }],
+                },
+                {
+                    name: 'follow-up-sequence',
+                    description: 'Create a sequence of follow-up activities',
+                    arguments: [
+                        { name: 'dealId', description: 'ID of the deal to follow up on', required: true },
+                        {
+                            name: 'days',
+                            description: 'Number of days to spread activities over (default: 7)',
+                            required: false,
+                        },
+                    ],
+                },
+                {
+                    name: 'weekly-pipeline-review',
+                    description: 'Generate weekly pipeline report',
+                    arguments: [],
+                },
+                {
+                    name: 'lost-deal-analysis',
+                    description: 'Analyze lost deals for patterns',
+                    arguments: [
+                        {
+                            name: 'startDate',
+                            description: 'Start date in YYYY-MM-DD format',
+                            required: true,
+                        },
+                        {
+                            name: 'endDate',
+                            description: 'End date in YYYY-MM-DD format',
+                            required: true,
+                        },
+                    ],
+                },
+            ],
+        };
+    });
+    // Get specific prompt
+    server.setRequestHandler(GetPromptRequestSchema, async (request) => {
+        const { name, arguments: args } = request.params;
+        if (name === 'create-deal-workflow') {
+            const personEmail = args?.personEmail ? ` (${args.personEmail})` : '';
+            return {
+                messages: [
+                    {
+                        role: 'user',
+                        content: {
+                            type: 'text',
+                            text: `Create a new deal workflow:
+1. Create or find person: ${args?.personName}${personEmail}
+2. Create deal: "${args?.dealTitle}" linked to this person
+3. Add initial follow-up activity for tomorrow
+
+Please execute these steps and provide a summary.`,
+                        },
+                    },
+                ],
+            };
+        }
+        if (name === 'sales-qualification') {
+            return {
+                messages: [
+                    {
+                        role: 'user',
+                        content: {
+                            type: 'text',
+                            text: `Run sales qualification (BANT) for deal #${args?.dealId}:
+
+1. Get deal details
+2. Check qualification criteria:
+   - Budget: Does the prospect have budget allocated?
+   - Authority: Are we talking to the decision maker?
+   - Need: Is there a clear business need?
+   - Timeline: Is there a defined purchase timeline?
+
+3. Update deal with qualification notes
+4. Recommend next action based on qualification
+
+Please analyze and provide qualification report.`,
+                        },
+                    },
+                ],
+            };
+        }
+        if (name === 'follow-up-sequence') {
+            const days = args?.days || 7;
+            return {
+                messages: [
+                    {
+                        role: 'user',
+                        content: {
+                            type: 'text',
+                            text: `Create follow-up activity sequence for deal #${args?.dealId} over ${days} days:
+
+1. Get deal and person details
+2. Create activities:
+   - Day 1: Email follow-up
+   - Day 3: Phone call
+   - Day 7: Final check-in
+
+3. Link all activities to deal and person
+4. Provide activity schedule summary
+
+Please create the sequence.`,
+                        },
+                    },
+                ],
+            };
+        }
+        if (name === 'weekly-pipeline-review') {
+            return {
+                messages: [
+                    {
+                        role: 'user',
+                        content: {
+                            type: 'text',
+                            text: `Generate weekly pipeline review report:
+
+1. Get all open deals grouped by stage
+2. Calculate metrics:
+   - Total deal value by stage
+   - Number of deals won/lost this week
+   - Deals approaching close date
+   - Stale deals (no activity in 7+ days)
+
+3. Provide recommendations for each stage
+4. Format as markdown report
+
+Please generate the report.`,
+                        },
+                    },
+                ],
+            };
+        }
+        if (name === 'lost-deal-analysis') {
+            return {
+                messages: [
+                    {
+                        role: 'user',
+                        content: {
+                            type: 'text',
+                            text: `Analyze lost deals from ${args?.startDate} to ${args?.endDate}:
+
+1. Get all deals lost in date range
+2. Group by lost_reason
+3. Calculate:
+   - Total value lost
+   - Most common lost reasons
+   - Average deal size lost
+   - Lost deals by stage
+
+4. Provide insights and recommendations
+5. Format as analysis report
+
+Please analyze and report findings.`,
+                        },
+                    },
+                ],
+            };
+        }
+        throw new Error(`Unknown prompt: ${name}`);
+    });
+}
+//# sourceMappingURL=index.js.map

package/dist/prompts/index.js.map

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package/dist/resources/index.d.ts

@@ -0,0 +1,19 @@
+import type { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import type { PipedriveClient } from '../pipedrive-client.js';
+/**
+ * Setup MCP Resources for the Pipedrive server
+ *
+ * Resources provide read-only access to static/dynamic reference data that LLMs can access
+ * without calling tools. This includes pipeline configurations, custom field definitions,
+ * and current user information.
+ *
+ * Available resources:
+ * - pipedrive://pipelines - All sales pipelines with stages, order, and deal counts
+ * - pipedrive://custom-fields - Custom fields across all entity types
+ * - pipedrive://current-user - Authenticated user information
+ *
+ * @param server - The MCP server instance
+ * @param client - The PipedriveClient instance to use for API calls
+ */
+export declare function setupResources(server: Server, client: PipedriveClient): void;
+//# sourceMappingURL=index.d.ts.map

package/dist/resources/index.d.ts.map

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package/dist/resources/index.js

@@ -0,0 +1,106 @@
+import { ListResourcesRequestSchema, ReadResourceRequestSchema, } from '@modelcontextprotocol/sdk/types.js';
+/**
+ * Setup MCP Resources for the Pipedrive server
+ *
+ * Resources provide read-only access to static/dynamic reference data that LLMs can access
+ * without calling tools. This includes pipeline configurations, custom field definitions,
+ * and current user information.
+ *
+ * Available resources:
+ * - pipedrive://pipelines - All sales pipelines with stages, order, and deal counts
+ * - pipedrive://custom-fields - Custom fields across all entity types
+ * - pipedrive://current-user - Authenticated user information
+ *
+ * @param server - The MCP server instance
+ * @param client - The PipedriveClient instance to use for API calls
+ */
+export function setupResources(server, client) {
+    // List available resources
+    server.setRequestHandler(ListResourcesRequestSchema, async () => {
+        return {
+            resources: [
+                {
+                    uri: 'pipedrive://pipelines',
+                    name: 'Sales Pipelines Configuration',
+                    description: 'All sales pipelines with stages, order, and deal counts. Use this to understand pipeline structure before moving deals.',
+                    mimeType: 'application/json',
+                },
+                {
+                    uri: 'pipedrive://custom-fields',
+                    name: 'Custom Fields Definitions',
+                    description: 'All custom fields across all entity types (deals, persons, organizations, activities). Check this before creating/updating records to know available fields.',
+                    mimeType: 'application/json',
+                },
+                {
+                    uri: 'pipedrive://current-user',
+                    name: 'Current User Info',
+                    description: 'Authenticated user information including permissions, timezone, and locale.',
+                    mimeType: 'application/json',
+                },
+            ],
+        };
+    });
+    // Read specific resource
+    server.setRequestHandler(ReadResourceRequestSchema, async (request) => {
+        const uri = request.params.uri;
+        if (uri === 'pipedrive://pipelines') {
+            // Fetch all pipelines with caching enabled (10 min TTL)
+            const pipelines = await client.get('/pipelines', undefined, {
+                enabled: true,
+                ttl: 600000,
+            });
+            return {
+                contents: [
+                    {
+                        uri,
+                        mimeType: 'application/json',
+                        text: JSON.stringify(pipelines, null, 2),
+                    },
+                ],
+            };
+        }
+        if (uri === 'pipedrive://custom-fields') {
+            // Fetch all field types in parallel with caching (15 min TTL)
+            const [dealFields, personFields, orgFields, activityFields] = await Promise.all([
+                client.get('/dealFields', undefined, { enabled: true, ttl: 900000 }),
+                client.get('/personFields', undefined, { enabled: true, ttl: 900000 }),
+                client.get('/organizationFields', undefined, { enabled: true, ttl: 900000 }),
+                client.get('/activityFields', undefined, { enabled: true, ttl: 900000 }),
+            ]);
+            // Aggregate all fields by entity type
+            const customFields = {
+                deals: dealFields.data || [],
+                persons: personFields.data || [],
+                organizations: orgFields.data || [],
+                activities: activityFields.data || [],
+            };
+            return {
+                contents: [
+                    {
+                        uri,
+                        mimeType: 'application/json',
+                        text: JSON.stringify(customFields, null, 2),
+                    },
+                ],
+            };
+        }
+        if (uri === 'pipedrive://current-user') {
+            // Fetch current user info with caching (1 min TTL)
+            const user = await client.get('/users/me', undefined, {
+                enabled: true,
+                ttl: 60000,
+            });
+            return {
+                contents: [
+                    {
+                        uri,
+                        mimeType: 'application/json',
+                        text: JSON.stringify(user, null, 2),
+                    },
+                ],
+            };
+        }
+        throw new Error(`Unknown resource: ${uri}`);
+    });
+}
+//# sourceMappingURL=index.js.map

package/dist/resources/index.js.map

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package/dist/schemas/activity-type.d.ts

@@ -0,0 +1,70 @@
+import { z } from 'zod';
+/**
+ * Schema for creating a new activity type
+ */
+export declare const CreateActivityTypeSchema: z.ZodObject<{
+    name: z.ZodString;
+    icon_key: z.ZodString;
+    color: z.ZodOptional<z.ZodString>;
+}, "strict", z.ZodTypeAny, {
+    name: string;
+    icon_key: string;
+    color?: string | undefined;
+}, {
+    name: string;
+    icon_key: string;
+    color?: string | undefined;
+}>;
+export type CreateActivityTypeInput = z.infer<typeof CreateActivityTypeSchema>;
+/**
+ * Schema for updating an activity type
+ */
+export declare const UpdateActivityTypeSchema: z.ZodObject<{
+    id: z.ZodNumber;
+    name: z.ZodOptional<z.ZodString>;
+    icon_key: z.ZodOptional<z.ZodString>;
+    color: z.ZodOptional<z.ZodString>;
+    order_nr: z.ZodOptional<z.ZodNumber>;
+}, "strict", z.ZodTypeAny, {
+    id: number;
+    name?: string | undefined;
+    order_nr?: number | undefined;
+    icon_key?: string | undefined;
+    color?: string | undefined;
+}, {
+    id: number;
+    name?: string | undefined;
+    order_nr?: number | undefined;
+    icon_key?: string | undefined;
+    color?: string | undefined;
+}>;
+export type UpdateActivityTypeInput = z.infer<typeof UpdateActivityTypeSchema>;
+/**
+ * Schema for deleting an activity type
+ */
+export declare const DeleteActivityTypeSchema: z.ZodObject<{
+    id: z.ZodNumber;
+}, "strip", z.ZodTypeAny, {
+    id: number;
+}, {
+    id: number;
+}>;
+export type DeleteActivityTypeInput = z.infer<typeof DeleteActivityTypeSchema>;
+/**
+ * Schema for deleting multiple activity types in bulk
+ */
+export declare const BulkDeleteActivityTypesSchema: z.ZodObject<{
+    ids: z.ZodString;
+}, "strip", z.ZodTypeAny, {
+    ids: string;
+}, {
+    ids: string;
+}>;
+export type BulkDeleteActivityTypesInput = z.infer<typeof BulkDeleteActivityTypesSchema>;
+/**
+ * Schema for listing all activity types
+ * Note: This endpoint doesn't accept parameters according to the API
+ */
+export declare const ListActivityTypesSchema: z.ZodObject<{}, "strict", z.ZodTypeAny, {}, {}>;
+export type ListActivityTypesInput = z.infer<typeof ListActivityTypesSchema>;
+//# sourceMappingURL=activity-type.d.ts.map

package/dist/schemas/activity-type.d.ts.map

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package/dist/schemas/activity-type.js

@@ -0,0 +1,74 @@
+import { z } from 'zod';
+import { IdSchema } from './common.js';
+/**
+ * Schema for creating a new activity type
+ */
+export const CreateActivityTypeSchema = z
+    .object({
+    name: z
+        .string()
+        .min(1, 'Name is required and cannot be empty')
+        .max(128, 'Name cannot exceed 128 characters')
+        .describe('Activity type name'),
+    icon_key: z
+        .string()
+        .min(1, 'Icon key is required')
+        .describe('Icon identifier (e.g., task, call, meeting, deadline, email, lunch)'),
+    color: z
+        .string()
+        .regex(/^[0-9A-Fa-f]{6}$/, 'Color must be a valid hex color code without # (e.g., FFFFFF)')
+        .optional()
+        .describe('Color as a 6-character hex code without # (e.g., FFFFFF)'),
+})
+    .strict();
+/**
+ * Schema for updating an activity type
+ */
+export const UpdateActivityTypeSchema = z
+    .object({
+    id: IdSchema.describe('ID of the activity type to update'),
+    name: z
+        .string()
+        .min(1, 'Name cannot be empty')
+        .max(128, 'Name cannot exceed 128 characters')
+        .optional()
+        .describe('Activity type name'),
+    icon_key: z
+        .string()
+        .min(1, 'Icon key cannot be empty')
+        .optional()
+        .describe('Icon identifier (e.g., task, call, meeting, deadline, email, lunch)'),
+    color: z
+        .string()
+        .regex(/^[0-9A-Fa-f]{6}$/, 'Color must be a valid hex color code without # (e.g., FFFFFF)')
+        .optional()
+        .describe('Color as a 6-character hex code without # (e.g., FFFFFF)'),
+    order_nr: z
+        .number()
+        .int('Order number must be an integer')
+        .nonnegative('Order number must be non-negative')
+        .optional()
+        .describe('Order number for display sorting'),
+})
+    .strict();
+/**
+ * Schema for deleting an activity type
+ */
+export const DeleteActivityTypeSchema = z.object({
+    id: IdSchema.describe('ID of the activity type to delete'),
+});
+/**
+ * Schema for deleting multiple activity types in bulk
+ */
+export const BulkDeleteActivityTypesSchema = z.object({
+    ids: z
+        .string()
+        .min(1, 'IDs are required')
+        .describe('Comma-separated activity type IDs to delete (e.g., "1,2,3")'),
+});
+/**
+ * Schema for listing all activity types
+ * Note: This endpoint doesn't accept parameters according to the API
+ */
+export const ListActivityTypesSchema = z.object({}).strict();
+//# sourceMappingURL=activity-type.js.map

package/dist/schemas/activity-type.js.map

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