@iamsamuelfraga/mcp-pipedrive 1.0.3

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

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+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for listing person field value updates (changelog)
+ */
+export declare function getListPersonChangelogTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly id: {
+                readonly type: "number";
+                readonly description: "Person ID";
+            };
+            readonly cursor: {
+                readonly type: "string";
+                readonly description: "Cursor for pagination";
+            };
+            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;
+        }[];
+    }>;
+};
+/**
+ * Tool for listing person updates (flow/activity stream)
+ */
+export declare function getListPersonFlowTool(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 all_changes: {
+                readonly type: "string";
+                readonly description: "Whether to show all field changes";
+            };
+            readonly items: {
+                readonly type: "string";
+                readonly description: "Types of items to include in the flow";
+            };
+        };
+        readonly required: readonly ["id"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=updates.d.ts.map

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

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package/dist/tools/persons/updates.js

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+import { GetPersonChangelogSchema, GetPersonFlowSchema } from '../../schemas/person.js';
+/**
+ * Tool for listing person field value updates (changelog)
+ */
+export function getListPersonChangelogTool(client) {
+    return {
+        name: 'persons/list_field_updates',
+        description: `List updates about person field values (changelog).
+
+Returns a chronological list of changes made to person fields. This is useful for:
+- Auditing field changes
+- Tracking data modifications
+- Understanding update history
+- Compliance and reporting
+
+The changelog shows:
+- Which fields were changed
+- Old and new values
+- Who made the change
+- When the change occurred
+
+Uses cursor-based pagination for efficient navigation through large change histories.`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: {
+                    type: 'number',
+                    description: 'Person ID',
+                },
+                cursor: {
+                    type: 'string',
+                    description: 'Cursor for pagination',
+                },
+                limit: {
+                    type: 'number',
+                    description: 'Number of items to return (max 500)',
+                },
+            },
+            required: ['id'],
+        },
+        handler: async (params) => {
+            const validated = GetPersonChangelogSchema.parse(params);
+            const queryParams = {};
+            if (validated.cursor)
+                queryParams.cursor = validated.cursor;
+            if (validated.limit)
+                queryParams.limit = validated.limit;
+            const response = await client.get(`/persons/${validated.id}/changelog`, queryParams, { enabled: true, ttl: 60000 } // Cache for 1 minute
+            );
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+/**
+ * Tool for listing person updates (flow/activity stream)
+ */
+export function getListPersonFlowTool(client) {
+    return {
+        name: 'persons/list_updates',
+        description: `List updates about a person (activity stream).
+
+Returns a comprehensive timeline of all activities and changes related to a person:
+- Field changes and updates
+- Activities (calls, meetings, emails)
+- Notes added
+- Deals created or updated
+- Files attached
+- Followers added
+- Other related events
+
+This provides a complete audit trail and activity history for the person.
+
+Parameters:
+- all_changes: Set to show all field changes (not just recent)
+- items: Filter which types of items to include in the stream
+
+Useful for:
+- Getting a complete overview of interactions
+- Understanding person engagement history
+- Tracking relationship development
+- Customer success and account management`,
+        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)',
+                },
+                all_changes: {
+                    type: 'string',
+                    description: 'Whether to show all field changes',
+                },
+                items: {
+                    type: 'string',
+                    description: 'Types of items to include in the flow',
+                },
+            },
+            required: ['id'],
+        },
+        handler: async (params) => {
+            const validated = GetPersonFlowSchema.parse(params);
+            const queryParams = {
+                start: validated.start ?? 0,
+            };
+            if (validated.limit)
+                queryParams.limit = validated.limit;
+            if (validated.all_changes)
+                queryParams.all_changes = validated.all_changes;
+            if (validated.items)
+                queryParams.items = validated.items;
+            const response = await client.get(`/persons/${validated.id}/flow`, queryParams, { enabled: true, ttl: 60000 } // Cache for 1 minute
+            );
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=updates.js.map

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

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package/dist/tools/pipelines/analytics.d.ts

@@ -0,0 +1,108 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Get all pipeline analytics/statistics tools for the MCP server
+ *
+ * These are analytics endpoints that should be cached heavily (15 minutes)
+ * as they are used for reporting and don't change frequently.
+ */
+export declare function getPipelineAnalyticsTools(client: PipedriveClient): {
+    'pipelines/conversion_statistics': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                start_date: {
+                    type: string;
+                    description: string;
+                };
+                end_date: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'pipelines/movement_statistics': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                start_date: {
+                    type: string;
+                    description: string;
+                };
+                end_date: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+    'pipelines/deals': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                filter_id: {
+                    type: string;
+                    description: string;
+                };
+                user_id: {
+                    type: string;
+                    description: string;
+                };
+                everyone: {
+                    type: string;
+                    description: string;
+                };
+                stage_id: {
+                    type: string;
+                    description: string;
+                };
+                start: {
+                    type: string;
+                    description: string;
+                };
+                limit: {
+                    type: string;
+                    description: string;
+                };
+                get_summary: {
+                    type: string;
+                    description: string;
+                };
+                totals_convert_currency: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=analytics.d.ts.map

package/dist/tools/pipelines/analytics.d.ts.map

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package/dist/tools/pipelines/analytics.js

@@ -0,0 +1,178 @@
+import { GetPipelineConversionStatisticsSchema, GetPipelineMovementStatisticsSchema, GetPipelineDealsSchema, } from '../../schemas/pipeline.js';
+/**
+ * Get all pipeline analytics/statistics tools for the MCP server
+ *
+ * These are analytics endpoints that should be cached heavily (15 minutes)
+ * as they are used for reporting and don't change frequently.
+ */
+export function getPipelineAnalyticsTools(client) {
+    return {
+        'pipelines/conversion_statistics': {
+            description: `Get deal conversion rates in a pipeline for a specific time period.
+
+Returns stage-to-stage conversion rates and pipeline-to-close rates, showing how deals progress through the pipeline.
+
+Response includes:
+- stage_conversions: Array of conversion rates between stages
+- won_conversion: Rate of deals won
+- lost_conversion: Rate of deals lost
+
+Workflow tips:
+- Requires start_date and end_date in YYYY-MM-DD format
+- Defaults to authorized user unless user_id is specified
+- Use to analyze pipeline efficiency and identify bottlenecks
+- Track conversion improvements over time
+- Compare different time periods or users
+
+Common use cases:
+- Get Q4 2023 conversions: { "id": 1, "start_date": "2023-10-01", "end_date": "2023-12-31" }
+- Track specific user performance: { "id": 1, "start_date": "2023-01-01", "end_date": "2023-12-31", "user_id": 123 }
+- Identify weak conversion points in pipeline
+- Monitor sales team effectiveness`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline' },
+                    start_date: {
+                        type: 'string',
+                        description: 'Start date in YYYY-MM-DD format (e.g., 2023-01-01)',
+                    },
+                    end_date: {
+                        type: 'string',
+                        description: 'End date in YYYY-MM-DD format (e.g., 2023-12-31)',
+                    },
+                    user_id: {
+                        type: 'number',
+                        description: 'ID of user to fetch statistics for (optional, defaults to authorized user)',
+                    },
+                },
+                required: ['id', 'start_date', 'end_date'],
+            },
+            handler: async (args) => {
+                const validated = GetPipelineConversionStatisticsSchema.parse(args);
+                const { id, ...params } = validated;
+                return client.get(`/pipelines/${id}/conversion_statistics`, params, { enabled: true, ttl: 900000 } // Cache for 15 minutes
+                );
+            },
+        },
+        'pipelines/movement_statistics': {
+            description: `Get deal movement statistics in a pipeline for a specific time period.
+
+Returns comprehensive statistics about how deals moved through the pipeline, including new deals, won/lost deals, and average deal age.
+
+Response includes:
+- movements_between_stages: Count of stage transitions
+- new_deals: Count, IDs, values of new deals created
+- deals_left_open: Deals still in pipeline
+- won_deals: Successfully closed deals
+- lost_deals: Lost opportunities
+- average_age_in_days: Deal duration metrics by stage
+
+Workflow tips:
+- Requires start_date and end_date in YYYY-MM-DD format
+- Defaults to authorized user unless user_id is specified
+- Values returned in multiple currencies
+- Use to understand pipeline velocity and deal flow
+- Track deal aging and identify stalled deals
+
+Common use cases:
+- Monthly pipeline report: { "id": 1, "start_date": "2023-10-01", "end_date": "2023-10-31" }
+- Track team member activity: { "id": 1, "start_date": "2023-01-01", "end_date": "2023-12-31", "user_id": 123 }
+- Analyze deal flow patterns
+- Monitor sales cycle length
+- Identify pipeline bottlenecks`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline' },
+                    start_date: {
+                        type: 'string',
+                        description: 'Start date in YYYY-MM-DD format (e.g., 2023-01-01)',
+                    },
+                    end_date: {
+                        type: 'string',
+                        description: 'End date in YYYY-MM-DD format (e.g., 2023-12-31)',
+                    },
+                    user_id: {
+                        type: 'number',
+                        description: 'ID of user to fetch statistics for (optional, defaults to authorized user)',
+                    },
+                },
+                required: ['id', 'start_date', 'end_date'],
+            },
+            handler: async (args) => {
+                const validated = GetPipelineMovementStatisticsSchema.parse(args);
+                const { id, ...params } = validated;
+                return client.get(`/pipelines/${id}/movement_statistics`, params, { enabled: true, ttl: 900000 } // Cache for 15 minutes
+                );
+            },
+        },
+        'pipelines/deals': {
+            description: `Get all deals in a specific pipeline.
+
+Returns a list of deals in the pipeline with optional filtering by stage, user, or custom filter. Includes pagination support and optional summary statistics.
+
+Workflow tips:
+- Filter by stage_id to see deals in specific stage
+- Use everyone=1 to see all deals (ignores filter_id and user_id)
+- Set get_summary=1 to include pipeline totals in additional_data
+- Use totals_convert_currency to convert values to specific currency
+- Supports pagination with start and limit parameters
+- Can apply custom filters with filter_id
+
+Common use cases:
+- Get all deals in pipeline: { "id": 1 }
+- Get deals in specific stage: { "id": 1, "stage_id": 5 }
+- Get deals for user: { "id": 1, "user_id": 123 }
+- Get everyone's deals with summary: { "id": 1, "everyone": 1, "get_summary": 1 }
+- Paginated results: { "id": 1, "start": 0, "limit": 50 }
+- Convert to USD: { "id": 1, "totals_convert_currency": "USD", "get_summary": 1 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline' },
+                    filter_id: {
+                        type: 'number',
+                        description: 'Only return deals matching this filter',
+                    },
+                    user_id: {
+                        type: 'number',
+                        description: 'Only return deals owned by this user (defaults to authorized user)',
+                    },
+                    everyone: {
+                        type: 'number',
+                        description: 'Set to 1 to return deals owned by everyone (ignores filter_id and user_id)',
+                    },
+                    stage_id: {
+                        type: 'number',
+                        description: 'Only return deals in this specific stage',
+                    },
+                    start: {
+                        type: 'number',
+                        description: 'Pagination start offset (default: 0)',
+                    },
+                    limit: {
+                        type: 'number',
+                        description: 'Number of items per page',
+                    },
+                    get_summary: {
+                        type: 'number',
+                        description: 'Set to 1 to include pipeline summary in additional_data',
+                    },
+                    totals_convert_currency: {
+                        type: 'string',
+                        description: '3-letter currency code (e.g., USD, EUR) or "default_currency"',
+                    },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = GetPipelineDealsSchema.parse(args);
+                const { id, ...params } = validated;
+                return client.get(`/pipelines/${id}/deals`, params, { enabled: true, ttl: 900000 } // Cache for 15 minutes
+                );
+            },
+        },
+    };
+}
+//# sourceMappingURL=analytics.js.map

package/dist/tools/pipelines/analytics.js.map

@@ -0,0 +1 @@
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package/dist/tools/pipelines/create.d.ts

@@ -0,0 +1,32 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getCreatePipelineTool(client: PipedriveClient): {
+    'pipelines/create': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                name: {
+                    type: string;
+                    description: string;
+                };
+                order_nr: {
+                    type: string;
+                    description: string;
+                };
+                active: {
+                    type: string;
+                    description: string;
+                    default: boolean;
+                };
+                deal_probability: {
+                    type: string;
+                    description: string;
+                    default: boolean;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=create.d.ts.map

package/dist/tools/pipelines/create.d.ts.map

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

@@ -0,0 +1,42 @@
+import { CreatePipelineSchema } from '../../schemas/pipeline.js';
+export function getCreatePipelineTool(client) {
+    return {
+        'pipelines/create': {
+            description: `Create a new pipeline.
+
+Creates a new pipeline with the specified name and configuration.
+
+Workflow tips:
+- Only name is required
+- Set order_nr to control display order (lower numbers first)
+- active=false to create inactive pipeline
+- deal_probability=true enables probability tracking (default)
+- New pipelines start with no stages - add stages separately
+
+Common use cases:
+- Simple pipeline: { "name": "Sales Pipeline" }
+- Inactive pipeline: { "name": "Archive", "active": false }
+- Ordered pipeline: { "name": "Q1 Pipeline", "order_nr": 1 }
+- Full config: { "name": "Enterprise Sales", "order_nr": 2, "active": true, "deal_probability": true }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    name: { type: 'string', description: 'Pipeline name (required, max 255 chars)' },
+                    order_nr: { type: 'number', description: 'Order number for display' },
+                    active: { type: 'boolean', description: 'Whether pipeline is active', default: true },
+                    deal_probability: {
+                        type: 'boolean',
+                        description: 'Enable deal probability tracking',
+                        default: true,
+                    },
+                },
+                required: ['name'],
+            },
+            handler: async (args) => {
+                const validated = CreatePipelineSchema.parse(args);
+                return client.post('/pipelines', validated);
+            },
+        },
+    };
+}
+//# sourceMappingURL=create.js.map

package/dist/tools/pipelines/create.js.map

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package/dist/tools/pipelines/delete.d.ts

@@ -0,0 +1,18 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getDeletePipelineTool(client: PipedriveClient): {
+    'pipelines/delete': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=delete.d.ts.map

package/dist/tools/pipelines/delete.d.ts.map

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

@@ -0,0 +1,34 @@
+import { DeletePipelineSchema } from '../../schemas/pipeline.js';
+export function getDeletePipelineTool(client) {
+    return {
+        'pipelines/delete': {
+            description: `Delete a pipeline.
+
+Permanently removes a pipeline and all its stages.
+
+Workflow tips:
+- This action cannot be undone
+- Deals in this pipeline will need to be moved first
+- Consider deactivating instead of deleting
+- All stages in the pipeline will be deleted
+- Use pipelines/get first to verify
+
+Common use cases:
+- Remove pipeline: { "id": 1 }
+- Clean up unused pipelines
+- Remove test pipelines`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline to delete' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = DeletePipelineSchema.parse(args);
+                return client.delete(`/pipelines/${validated.id}`);
+            },
+        },
+    };
+}
+//# sourceMappingURL=delete.js.map

package/dist/tools/pipelines/delete.js.map

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