@iamsamuelfraga/mcp-pipedrive 1.0.3

package/dist/tools/deals/search.d.ts.map

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package/dist/tools/deals/search.js

@@ -0,0 +1,59 @@
+import { SearchDealsSchema } from '../../schemas/deal.js';
+export function getSearchDealsTool(client) {
+    return {
+        'deals/search': {
+            description: `Search for deals using a text query.
+
+Searches deals by title, notes, or custom fields. Much faster than filtering all deals.
+
+Workflow tips:
+- Search is case-insensitive by default
+- Minimum 2 characters for search term
+- Use exact_match=true for precise matching
+- Combine with person_id or org_id to narrow results
+- Use status filter to search only open/won/lost deals
+- Results are cached for 5 minutes
+
+Common use cases:
+- Search by title: { "term": "acme" }
+- Exact match: { "term": "ACME Corp Deal", "exact_match": true }
+- Search for person's deals: { "term": "software", "person_id": 123 }
+- Search open deals only: { "term": "contract", "status": "open" }
+- Search in specific field: { "term": "urgent", "fields": "notes" }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    term: { type: 'string', description: 'Search term (minimum 2 characters)' },
+                    fields: {
+                        type: 'string',
+                        enum: ['title', 'notes', 'custom_fields', 'all'],
+                        description: 'Fields to search in (default: all)',
+                    },
+                    exact_match: {
+                        type: 'boolean',
+                        description: 'Whether to perform exact match search',
+                    },
+                    person_id: { type: 'number', description: 'Filter by person ID' },
+                    org_id: { type: 'number', description: 'Filter by organization ID' },
+                    status: {
+                        type: 'string',
+                        enum: ['open', 'won', 'lost', 'deleted', 'all_not_deleted'],
+                        description: 'Filter by deal status',
+                    },
+                    include_fields: {
+                        type: 'string',
+                        description: 'Comma-separated list of fields to include in response',
+                    },
+                    start: { type: 'number', description: 'Pagination start', default: 0 },
+                    limit: { type: 'number', description: 'Number of items to return (max 500)' },
+                },
+                required: ['term'],
+            },
+            handler: async (args) => {
+                const validated = SearchDealsSchema.parse(args);
+                return client.get('/deals/search', validated, { enabled: true, ttl: 300000 });
+            },
+        },
+    };
+}
+//# sourceMappingURL=search.js.map

package/dist/tools/deals/search.js.map

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package/dist/tools/deals/status.d.ts

@@ -0,0 +1,36 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getStatusTools(client: PipedriveClient): {
+    'deals/mark_as_won': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'deals/mark_as_lost': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                lost_reason: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=status.d.ts.map

package/dist/tools/deals/status.d.ts.map

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package/dist/tools/deals/status.js

@@ -0,0 +1,70 @@
+import { MarkDealAsWonSchema, MarkDealAsLostSchema } from '../../schemas/deal.js';
+export function getStatusTools(client) {
+    return {
+        'deals/mark_as_won': {
+            description: `Mark a deal as won.
+
+Updates the deal status to "won" and moves it to the appropriate won stage in the pipeline.
+
+Workflow tips:
+- Automatically moves deal to won stage
+- Updates deal close date to current date
+- Triggers won deal notifications and automations
+- More convenient than using deals/update with status field
+- Use deals/get first to verify the deal details
+
+Common use cases:
+- Mark deal as won: { "id": 123 }
+- Close successful deals quickly
+- Trigger win-based workflows
+- Update sales metrics`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the deal to mark as won' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const { id } = MarkDealAsWonSchema.parse(args);
+                return client.put(`/deals/${id}`, { status: 'won' });
+            },
+        },
+        'deals/mark_as_lost': {
+            description: `Mark a deal as lost.
+
+Updates the deal status to "lost" and optionally records the reason why the deal was lost.
+
+Workflow tips:
+- Automatically moves deal to lost stage
+- Lost reason helps track why deals fail
+- Triggers lost deal notifications and automations
+- Use for pipeline health and loss analysis
+- More convenient than using deals/update with status field
+- Lost reason is important for improving sales process
+
+Common use cases:
+- Mark deal as lost: { "id": 123 }
+- Mark with reason: { "id": 123, "lost_reason": "Competitor pricing" }
+- Common lost reasons: "No budget", "Chose competitor", "Timing not right", "No response"
+- Track loss patterns for improvement`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the deal to mark as lost' },
+                    lost_reason: { type: 'string', description: 'Reason why the deal was lost' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const { id, lost_reason } = MarkDealAsLostSchema.parse(args);
+                const body = { status: 'lost' };
+                if (lost_reason) {
+                    body.lost_reason = lost_reason;
+                }
+                return client.put(`/deals/${id}`, body);
+            },
+        },
+    };
+}
+//# sourceMappingURL=status.js.map

package/dist/tools/deals/status.js.map

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package/dist/tools/deals/summary.d.ts

@@ -0,0 +1,56 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getSummaryTools(client: PipedriveClient): {
+    'deals/get_summary': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                status: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+                filter_id: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                stage_id: {
+                    type: string;
+                    description: string;
+                };
+            };
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'deals/get_archived_summary': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                status: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+                filter_id: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                stage_id: {
+                    type: string;
+                    description: string;
+                };
+            };
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=summary.d.ts.map

package/dist/tools/deals/summary.d.ts.map

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package/dist/tools/deals/summary.js

@@ -0,0 +1,78 @@
+import { GetDealSummarySchema } from '../../schemas/deal.js';
+export function getSummaryTools(client) {
+    return {
+        'deals/get_summary': {
+            description: `Get deal statistics and summary.
+
+Returns aggregated statistics about deals, including counts by status, total values, and conversion rates.
+
+Workflow tips:
+- Useful for dashboards and reporting
+- Filter by user_id to see specific user's performance
+- Use stage_id to analyze specific pipeline stages
+- Combine with filter_id for custom segments
+- Results show counts and values by status
+
+Common use cases:
+- Overall statistics: {} (no parameters)
+- User performance: { "user_id": 123 }
+- Stage analysis: { "stage_id": 5 }
+- Open deals summary: { "status": "open" }
+- Custom filter summary: { "filter_id": 10 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    status: {
+                        type: 'string',
+                        enum: ['open', 'won', 'lost', 'deleted', 'all_not_deleted'],
+                        description: 'Filter by deal status',
+                    },
+                    filter_id: { type: 'number', description: 'ID of the filter to use' },
+                    user_id: { type: 'number', description: 'Filter by user (owner) ID' },
+                    stage_id: { type: 'number', description: 'Filter by stage ID' },
+                },
+            },
+            handler: async (args) => {
+                const validated = GetDealSummarySchema.parse(args);
+                return client.get('/deals/summary', validated, { enabled: true, ttl: 300000 });
+            },
+        },
+        'deals/get_archived_summary': {
+            description: `Get archived deals statistics and summary.
+
+Returns aggregated statistics about archived deals, including counts by status, total values, and conversion rates.
+
+Workflow tips:
+- Useful for historical analysis and reporting
+- Filter by user_id to see specific user's archived performance
+- Use stage_id to analyze archived deals from specific stages
+- Combine with filter_id for custom segments
+- Results show counts and values by status
+
+Common use cases:
+- Overall archived statistics: {} (no parameters)
+- User archived performance: { "user_id": 123 }
+- Stage archived analysis: { "stage_id": 5 }
+- Archived open deals summary: { "status": "open" }
+- Custom filter archived summary: { "filter_id": 10 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    status: {
+                        type: 'string',
+                        enum: ['open', 'won', 'lost', 'deleted', 'all_not_deleted'],
+                        description: 'Filter by deal status',
+                    },
+                    filter_id: { type: 'number', description: 'ID of the filter to use' },
+                    user_id: { type: 'number', description: 'Filter by user (owner) ID' },
+                    stage_id: { type: 'number', description: 'Filter by stage ID' },
+                },
+            },
+            handler: async (args) => {
+                const validated = GetDealSummarySchema.parse(args);
+                return client.get('/deals/summary/archived', validated, { enabled: true, ttl: 300000 });
+            },
+        },
+    };
+}
+//# sourceMappingURL=summary.js.map

package/dist/tools/deals/summary.js.map

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package/dist/tools/deals/timeline.d.ts

@@ -0,0 +1,100 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getTimelineTools(client: PipedriveClient): {
+    'deals/get_deals_timeline': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                start_date: {
+                    type: string;
+                    description: string;
+                };
+                interval: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+                amount: {
+                    type: string;
+                    description: string;
+                };
+                field_key: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                pipeline_id: {
+                    type: string;
+                    description: string;
+                };
+                filter_id: {
+                    type: string;
+                    description: string;
+                };
+                exclude_deals: {
+                    type: string;
+                    enum: number[];
+                    description: string;
+                };
+                totals_convert_currency: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'deals/get_archived_deals_timeline': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                start_date: {
+                    type: string;
+                    description: string;
+                };
+                interval: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+                amount: {
+                    type: string;
+                    description: string;
+                };
+                field_key: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                pipeline_id: {
+                    type: string;
+                    description: string;
+                };
+                filter_id: {
+                    type: string;
+                    description: string;
+                };
+                exclude_deals: {
+                    type: string;
+                    enum: number[];
+                    description: string;
+                };
+                totals_convert_currency: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=timeline.d.ts.map

package/dist/tools/deals/timeline.d.ts.map

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package/dist/tools/deals/timeline.js

@@ -0,0 +1,106 @@
+import { GetDealsTimelineSchema } from '../../schemas/deal.js';
+export function getTimelineTools(client) {
+    return {
+        'deals/get_deals_timeline': {
+            description: `Get deals timeline grouped by intervals.
+
+Returns open and won deals grouped by a defined interval of time set in a date-type field.
+
+Workflow tips:
+- Useful for revenue forecasting and trend analysis
+- Group deals by day, week, month, or quarter
+- Use field_key to specify which date field to use (e.g., add_time, update_time, close_time, expected_close_date)
+- Filter by user, pipeline, or custom filter
+- Set exclude_deals to true to get only summary data
+- Use totals_convert_currency for multi-currency reporting
+
+Common use cases:
+- Monthly revenue forecast: { "start_date": "2024-01-01", "interval": "month", "amount": 12, "field_key": "expected_close_date" }
+- Weekly deal creation trends: { "start_date": "2024-01-01", "interval": "week", "amount": 8, "field_key": "add_time" }
+- Quarterly sales pipeline: { "start_date": "2024-01-01", "interval": "quarter", "amount": 4, "field_key": "close_time", "pipeline_id": 1 }
+- User performance: { "start_date": "2024-01-01", "interval": "month", "amount": 6, "field_key": "won_time", "user_id": 123 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    start_date: {
+                        type: 'string',
+                        description: 'The date when the first interval starts (YYYY-MM-DD)',
+                    },
+                    interval: {
+                        type: 'string',
+                        enum: ['day', 'week', 'month', 'quarter'],
+                        description: 'The type of interval',
+                    },
+                    amount: { type: 'number', description: 'The number of intervals to fetch' },
+                    field_key: { type: 'string', description: 'The date field key to retrieve deals from' },
+                    user_id: { type: 'number', description: 'Filter by user ID' },
+                    pipeline_id: { type: 'number', description: 'Filter by pipeline ID' },
+                    filter_id: { type: 'number', description: 'Filter by filter ID' },
+                    exclude_deals: {
+                        type: 'number',
+                        enum: [0, 1],
+                        description: 'Whether to exclude deals list (1) or not (0)',
+                    },
+                    totals_convert_currency: {
+                        type: 'string',
+                        description: '3-letter currency code for converted totals',
+                    },
+                },
+                required: ['start_date', 'interval', 'amount', 'field_key'],
+            },
+            handler: async (args) => {
+                const validated = GetDealsTimelineSchema.parse(args);
+                return client.get('/deals/timeline', validated, { enabled: true, ttl: 300000 });
+            },
+        },
+        'deals/get_archived_deals_timeline': {
+            description: `Get archived deals timeline grouped by intervals.
+
+Returns archived deals grouped by a defined interval of time set in a date-type field.
+
+Workflow tips:
+- Analyze historical deal patterns
+- Same parameters as deals/get_deals_timeline
+- Useful for understanding past performance trends
+- Can help identify seasonal patterns
+
+Common use cases:
+- Historical analysis: { "start_date": "2023-01-01", "interval": "month", "amount": 12, "field_key": "close_time" }
+- Archived deals by quarter: { "start_date": "2023-01-01", "interval": "quarter", "amount": 4, "field_key": "archive_time" }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    start_date: {
+                        type: 'string',
+                        description: 'The date when the first interval starts (YYYY-MM-DD)',
+                    },
+                    interval: {
+                        type: 'string',
+                        enum: ['day', 'week', 'month', 'quarter'],
+                        description: 'The type of interval',
+                    },
+                    amount: { type: 'number', description: 'The number of intervals to fetch' },
+                    field_key: { type: 'string', description: 'The date field key to retrieve deals from' },
+                    user_id: { type: 'number', description: 'Filter by user ID' },
+                    pipeline_id: { type: 'number', description: 'Filter by pipeline ID' },
+                    filter_id: { type: 'number', description: 'Filter by filter ID' },
+                    exclude_deals: {
+                        type: 'number',
+                        enum: [0, 1],
+                        description: 'Whether to exclude deals list (1) or not (0)',
+                    },
+                    totals_convert_currency: {
+                        type: 'string',
+                        description: '3-letter currency code for converted totals',
+                    },
+                },
+                required: ['start_date', 'interval', 'amount', 'field_key'],
+            },
+            handler: async (args) => {
+                const validated = GetDealsTimelineSchema.parse(args);
+                return client.get('/deals/timeline/archived', validated, { enabled: true, ttl: 300000 });
+            },
+        },
+    };
+}
+//# sourceMappingURL=timeline.js.map

package/dist/tools/deals/timeline.js.map

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package/dist/tools/deals/update.d.ts

@@ -0,0 +1,90 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getUpdateDealTools(client: PipedriveClient): {
+    'deals/update': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                title: {
+                    type: string;
+                    description: string;
+                };
+                value: {
+                    type: string;
+                    description: string;
+                };
+                currency: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                person_id: {
+                    type: string;
+                    description: string;
+                };
+                org_id: {
+                    type: string;
+                    description: string;
+                };
+                pipeline_id: {
+                    type: string;
+                    description: string;
+                };
+                stage_id: {
+                    type: string;
+                    description: string;
+                };
+                status: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+                expected_close_date: {
+                    type: string;
+                    description: string;
+                };
+                probability: {
+                    type: string;
+                    description: string;
+                };
+                lost_reason: {
+                    type: string;
+                    description: string;
+                };
+                visible_to: {
+                    type: string;
+                    enum: string[];
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'deals/move_to_stage': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                stage_id: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=update.d.ts.map

package/dist/tools/deals/update.d.ts.map

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