@iamsamuelfraga/mcp-pipedrive 1.0.3

package/dist/tools/persons/picture.js

@@ -0,0 +1,155 @@
+import { DeletePersonPictureSchema } from '../../schemas/person.js';
+/**
+ * Tool for deleting a person's picture
+ */
+export function getDeletePersonPictureTool(client) {
+    return {
+        name: 'persons/delete_picture',
+        description: `Delete a person's profile picture.
+
+Removes the profile picture from the person record. The person will revert to:
+- Default avatar
+- Or initials-based placeholder
+- Depending on Pipedrive settings
+
+This is useful for:
+- Updating outdated photos
+- Privacy compliance (GDPR, etc.)
+- Data cleanup
+- Resetting profile images
+
+Note: This does not delete the image file from Pipedrive storage, it only removes
+the association with the person.`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: {
+                    type: 'number',
+                    description: 'Person ID',
+                },
+            },
+            required: ['id'],
+        },
+        handler: async (params) => {
+            const validated = DeletePersonPictureSchema.parse(params);
+            const response = await client.delete(`/persons/${validated.id}/picture`);
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+/**
+ * Tool for adding/updating a person's picture
+ */
+export function getAddPersonPictureTool(client) {
+    return {
+        name: 'persons/add_picture',
+        description: `Add or update a person's profile picture.
+
+Uploads an image file to set as the person's profile picture. The image will be:
+- Displayed in person records
+- Shown in lists and search results
+- Visible to users with access to the person
+- Used across the Pipedrive interface
+
+Image requirements:
+- Format: JPEG, PNG, GIF
+- Recommended size: 512x512 pixels
+- Maximum file size: Typically 5-10 MB (check Pipedrive limits)
+
+Cropping parameters (optional):
+- Use crop_x, crop_y to set the top-left corner of the crop area
+- Use crop_width, crop_height to define the crop dimensions
+- All crop values are in pixels
+- If not provided, the full image is used
+
+Workflow:
+1. Read the image file as a Buffer
+2. Provide the filename (with extension)
+3. Optionally specify crop parameters
+4. The tool uploads and sets the picture
+
+Use cases:
+- Adding profile photos for contacts
+- Updating person images
+- Visual identification in CRM
+- Personalization and branding`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: {
+                    type: 'number',
+                    description: 'Person ID',
+                },
+                file: {
+                    type: 'string',
+                    description: 'Base64-encoded image file or file buffer',
+                },
+                filename: {
+                    type: 'string',
+                    description: 'Name of the image file (e.g., "photo.jpg")',
+                },
+                crop_x: {
+                    type: 'number',
+                    description: 'X coordinate for cropping (pixels)',
+                },
+                crop_y: {
+                    type: 'number',
+                    description: 'Y coordinate for cropping (pixels)',
+                },
+                crop_width: {
+                    type: 'number',
+                    description: 'Width of crop area (pixels)',
+                },
+                crop_height: {
+                    type: 'number',
+                    description: 'Height of crop area (pixels)',
+                },
+            },
+            required: ['id', 'file', 'filename'],
+        },
+        handler: async (params) => {
+            // For picture upload, we need to handle the file parameter specially
+            // In practice, the file would come as a Buffer or base64 string
+            const { id, file, filename, crop_x, crop_y, crop_width, crop_height } = params;
+            // Convert base64 to Buffer if needed
+            let fileBuffer;
+            if (typeof file === 'string') {
+                // Assume base64 encoded
+                const base64Data = file.replace(/^data:image\/\w+;base64,/, '');
+                fileBuffer = Buffer.from(base64Data, 'base64');
+            }
+            else {
+                fileBuffer = file;
+            }
+            // Validate with schema (excluding file since Buffer validation happens above)
+            DeletePersonPictureSchema.parse({ id });
+            // Build additional fields for cropping
+            const additionalFields = {};
+            if (crop_x !== undefined)
+                additionalFields.crop_x = crop_x;
+            if (crop_y !== undefined)
+                additionalFields.crop_y = crop_y;
+            if (crop_width !== undefined)
+                additionalFields.crop_width = crop_width;
+            if (crop_height !== undefined)
+                additionalFields.crop_height = crop_height;
+            const response = await client.uploadFile(`/persons/${id}/picture`, fileBuffer, filename, additionalFields);
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=picture.js.map

package/dist/tools/persons/picture.js.map

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package/dist/tools/persons/products.d.ts

@@ -0,0 +1,33 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for listing products associated with a person
+ */
+export declare function getListPersonProductsTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly id: {
+                readonly type: "number";
+                readonly description: "Person ID";
+            };
+            readonly start: {
+                readonly type: "number";
+                readonly description: "Pagination start (default: 0)";
+            };
+            readonly limit: {
+                readonly type: "number";
+                readonly description: "Number of items to return (max 500)";
+            };
+        };
+        readonly required: readonly ["id"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=products.d.ts.map

package/dist/tools/persons/products.d.ts.map

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

@@ -0,0 +1,71 @@
+import { GetPersonProductsSchema } from '../../schemas/person.js';
+/**
+ * Tool for listing products associated with a person
+ */
+export function getListPersonProductsTool(client) {
+    return {
+        name: 'persons/list_products',
+        description: `List products associated with a person.
+
+Returns all products that have been sold to or associated with this person through deals.
+This provides an overview of:
+- All products the person has purchased
+- Products in active deals
+- Historical product associations
+- Product preferences and patterns
+
+Each entry includes:
+- Product details (name, code, price)
+- Deal information
+- Quantities and pricing
+- Dates and status
+- Custom product fields
+
+This is useful for:
+- Understanding customer purchase history
+- Cross-selling and upselling opportunities
+- Product preferences analysis
+- Revenue tracking per person
+- Customer success and account management
+- Renewal and subscription management
+
+The data is aggregated from all deals associated with the person.`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: {
+                    type: 'number',
+                    description: 'Person ID',
+                },
+                start: {
+                    type: 'number',
+                    description: 'Pagination start (default: 0)',
+                },
+                limit: {
+                    type: 'number',
+                    description: 'Number of items to return (max 500)',
+                },
+            },
+            required: ['id'],
+        },
+        handler: async (params) => {
+            const validated = GetPersonProductsSchema.parse(params);
+            const queryParams = {
+                start: validated.start ?? 0,
+            };
+            if (validated.limit)
+                queryParams.limit = validated.limit;
+            const response = await client.get(`/persons/${validated.id}/products`, queryParams, { enabled: true, ttl: 300000 } // Cache for 5 minutes
+            );
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=products.js.map

package/dist/tools/persons/products.js.map

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package/dist/tools/persons/search.d.ts

@@ -0,0 +1,50 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for searching persons
+ */
+export declare function getSearchPersonsTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly term: {
+                readonly type: "string";
+                readonly description: "Search term (minimum 2 characters)";
+            };
+            readonly fields: {
+                readonly type: "string";
+                readonly description: "Fields to search in: name, email, phone, notes, custom_fields, or all (default: all)";
+                readonly enum: readonly ["name", "email", "phone", "notes", "custom_fields", "all"];
+            };
+            readonly exact_match: {
+                readonly type: "boolean";
+                readonly description: "Use exact match instead of fuzzy search (default: false)";
+            };
+            readonly org_id: {
+                readonly type: "number";
+                readonly description: "Filter by organization ID";
+            };
+            readonly include_fields: {
+                readonly type: "string";
+                readonly description: "Comma-separated list of additional fields to include";
+            };
+            readonly start: {
+                readonly type: "number";
+                readonly description: "Pagination start (default: 0)";
+            };
+            readonly limit: {
+                readonly type: "number";
+                readonly description: "Number of results to return, max 500 (default: 100)";
+            };
+        };
+        readonly required: readonly ["term"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=search.d.ts.map

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

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

@@ -0,0 +1,88 @@
+import { SearchPersonsSchema } from '../../schemas/person.js';
+/**
+ * Tool for searching persons
+ */
+export function getSearchPersonsTool(client) {
+    return {
+        name: 'persons/search',
+        description: `Search for persons by name, email, phone, or notes.
+
+The search uses Pipedrive's intelligent search that:
+- Searches across multiple fields (name, email, phone, notes, custom fields)
+- Supports fuzzy matching by default
+- Returns ranked results
+
+Search options:
+- term: Search term (minimum 2 characters)
+- fields: Specific fields to search in (default: all fields)
+- exact_match: Use exact matching instead of fuzzy search
+- org_id: Filter results by organization
+- include_fields: Additional fields to include in response
+
+The search is case-insensitive and supports partial matches.`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                term: {
+                    type: 'string',
+                    description: 'Search term (minimum 2 characters)',
+                },
+                fields: {
+                    type: 'string',
+                    description: 'Fields to search in: name, email, phone, notes, custom_fields, or all (default: all)',
+                    enum: ['name', 'email', 'phone', 'notes', 'custom_fields', 'all'],
+                },
+                exact_match: {
+                    type: 'boolean',
+                    description: 'Use exact match instead of fuzzy search (default: false)',
+                },
+                org_id: {
+                    type: 'number',
+                    description: 'Filter by organization ID',
+                },
+                include_fields: {
+                    type: 'string',
+                    description: 'Comma-separated list of additional fields to include',
+                },
+                start: {
+                    type: 'number',
+                    description: 'Pagination start (default: 0)',
+                },
+                limit: {
+                    type: 'number',
+                    description: 'Number of results to return, max 500 (default: 100)',
+                },
+            },
+            required: ['term'],
+        },
+        handler: async (params) => {
+            const validated = SearchPersonsSchema.parse(params);
+            const queryParams = {
+                term: validated.term,
+            };
+            if (validated.fields)
+                queryParams.fields = validated.fields;
+            if (validated.exact_match !== undefined)
+                queryParams.exact_match = validated.exact_match;
+            if (validated.org_id)
+                queryParams.org_id = validated.org_id;
+            if (validated.include_fields)
+                queryParams.include_fields = validated.include_fields;
+            if (validated.start !== undefined)
+                queryParams.start = validated.start;
+            if (validated.limit)
+                queryParams.limit = validated.limit;
+            const response = await client.get('/persons/search', queryParams, { enabled: true, ttl: 30000 } // Cache for 30 seconds
+            );
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=search.js.map

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

@@ -0,0 +1 @@
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package/dist/tools/persons/update.d.ts

@@ -0,0 +1,91 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for updating an existing person
+ */
+export declare function getUpdatePersonTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly id: {
+                readonly type: "number";
+                readonly description: "Person ID to update";
+            };
+            readonly name: {
+                readonly type: "string";
+                readonly description: "Full name of the person";
+            };
+            readonly owner_id: {
+                readonly type: "number";
+                readonly description: "ID of the user who will own this person";
+            };
+            readonly org_id: {
+                readonly type: "number";
+                readonly description: "ID of the organization this person belongs to";
+            };
+            readonly email: {
+                readonly type: "array";
+                readonly description: "Email addresses array (replaces existing). Example: [{\"value\": \"john@company.com\", \"primary\": true, \"label\": \"work\"}]";
+                readonly items: {
+                    readonly type: "object";
+                    readonly properties: {
+                        readonly value: {
+                            readonly type: "string";
+                            readonly description: "Email address";
+                        };
+                        readonly primary: {
+                            readonly type: "boolean";
+                            readonly description: "Is this the primary email?";
+                        };
+                        readonly label: {
+                            readonly type: "string";
+                            readonly description: "Label (work, home, other)";
+                        };
+                    };
+                    readonly required: readonly ["value"];
+                };
+            };
+            readonly phone: {
+                readonly type: "array";
+                readonly description: "Phone numbers array (replaces existing). Example: [{\"value\": \"+1234567890\", \"primary\": true, \"label\": \"mobile\"}]";
+                readonly items: {
+                    readonly type: "object";
+                    readonly properties: {
+                        readonly value: {
+                            readonly type: "string";
+                            readonly description: "Phone number";
+                        };
+                        readonly primary: {
+                            readonly type: "boolean";
+                            readonly description: "Is this the primary phone?";
+                        };
+                        readonly label: {
+                            readonly type: "string";
+                            readonly description: "Label (work, mobile, home)";
+                        };
+                    };
+                    readonly required: readonly ["value"];
+                };
+            };
+            readonly visible_to: {
+                readonly type: "string";
+                readonly description: "Visibility: 1 (owner only), 3 (entire company), 5 (owner's followers), 7 (visibility group)";
+                readonly enum: readonly ["1", "3", "5", "7"];
+            };
+            readonly marketing_status: {
+                readonly type: "string";
+                readonly description: "Marketing consent status";
+                readonly enum: readonly ["no_consent", "unsubscribed", "subscribed", "archived"];
+            };
+        };
+        readonly required: readonly ["id"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=update.d.ts.map

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

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

@@ -0,0 +1,128 @@
+import { UpdatePersonSchema } from '../../schemas/person.js';
+/**
+ * Tool for updating an existing person
+ */
+export function getUpdatePersonTool(client) {
+    return {
+        name: 'persons/update',
+        description: `Update an existing person's information.
+
+Required fields:
+- id: Person ID to update
+
+Optional fields (only provide fields you want to change):
+- name: Full name
+- owner_id: User who will own this person
+- org_id: Organization this person belongs to
+- email: Array of email addresses with format: [{"value": "john@company.com", "primary": true, "label": "work"}]
+- phone: Array of phone numbers with format: [{"value": "+1234567890", "primary": true, "label": "mobile"}]
+- visible_to: Visibility level (1=owner only, 3=entire company, 5=owner's followers, 7=visibility group)
+- marketing_status: Marketing consent status (no_consent, unsubscribed, subscribed, archived)
+
+Note: When updating email/phone arrays, provide the complete array (it replaces the existing one).`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: {
+                    type: 'number',
+                    description: 'Person ID to update',
+                },
+                name: {
+                    type: 'string',
+                    description: 'Full name of the person',
+                },
+                owner_id: {
+                    type: 'number',
+                    description: 'ID of the user who will own this person',
+                },
+                org_id: {
+                    type: 'number',
+                    description: 'ID of the organization this person belongs to',
+                },
+                email: {
+                    type: 'array',
+                    description: 'Email addresses array (replaces existing). Example: [{"value": "john@company.com", "primary": true, "label": "work"}]',
+                    items: {
+                        type: 'object',
+                        properties: {
+                            value: {
+                                type: 'string',
+                                description: 'Email address',
+                            },
+                            primary: {
+                                type: 'boolean',
+                                description: 'Is this the primary email?',
+                            },
+                            label: {
+                                type: 'string',
+                                description: 'Label (work, home, other)',
+                            },
+                        },
+                        required: ['value'],
+                    },
+                },
+                phone: {
+                    type: 'array',
+                    description: 'Phone numbers array (replaces existing). Example: [{"value": "+1234567890", "primary": true, "label": "mobile"}]',
+                    items: {
+                        type: 'object',
+                        properties: {
+                            value: {
+                                type: 'string',
+                                description: 'Phone number',
+                            },
+                            primary: {
+                                type: 'boolean',
+                                description: 'Is this the primary phone?',
+                            },
+                            label: {
+                                type: 'string',
+                                description: 'Label (work, mobile, home)',
+                            },
+                        },
+                        required: ['value'],
+                    },
+                },
+                visible_to: {
+                    type: 'string',
+                    description: "Visibility: 1 (owner only), 3 (entire company), 5 (owner's followers), 7 (visibility group)",
+                    enum: ['1', '3', '5', '7'],
+                },
+                marketing_status: {
+                    type: 'string',
+                    description: 'Marketing consent status',
+                    enum: ['no_consent', 'unsubscribed', 'subscribed', 'archived'],
+                },
+            },
+            required: ['id'],
+        },
+        handler: async (params) => {
+            const validated = UpdatePersonSchema.parse(params);
+            const body = {};
+            if (validated.name !== undefined)
+                body.name = validated.name;
+            if (validated.owner_id !== undefined)
+                body.owner_id = validated.owner_id;
+            if (validated.org_id !== undefined)
+                body.org_id = validated.org_id;
+            if (validated.email !== undefined)
+                body.email = validated.email;
+            if (validated.phone !== undefined)
+                body.phone = validated.phone;
+            if (validated.visible_to !== undefined)
+                body.visible_to = validated.visible_to;
+            if (validated.marketing_status !== undefined)
+                body.marketing_status = validated.marketing_status;
+            const response = await client.put(`/persons/${validated.id}`, body);
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=update.js.map

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