@iamsamuelfraga/mcp-pipedrive 1.0.3

package/dist/tools/pipelines/stages.js

@@ -0,0 +1,240 @@
+import { GetPipelineStagesSchema, CreateStageSchema, UpdateStageSchema, GetStageSchema, GetAllStagesSchema, DeleteStageSchema, DeleteMultipleStagesSchema, } from '../../schemas/pipeline.js';
+export function getPipelineStageTools(client) {
+    return {
+        'pipelines/get_stages': {
+            description: `Get all stages for a specific pipeline.
+
+Returns all stages in a pipeline with their configuration.
+
+Workflow tips:
+- Returns stages in order (by order_nr)
+- Shows deal probability for each stage
+- Includes rotten deal settings
+- Use this to get stage IDs for deal creation
+
+Common use cases:
+- Get stages: { "id": 1 }
+- Find stage ID for deal placement
+- Check stage probabilities
+- Review stage order`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = GetPipelineStagesSchema.parse(args);
+                return client.get(`/pipelines/${validated.id}/stages`, {}, { enabled: true, ttl: 300000 } // Cache for 5 minutes
+                );
+            },
+        },
+        'stages/create': {
+            description: `Create a new stage in a pipeline.
+
+Adds a new stage to a pipeline with specified configuration.
+
+Workflow tips:
+- name and pipeline_id are required
+- Set order_nr to control stage position
+- deal_probability (0-100) sets win likelihood
+- Enable rotten_flag to mark stale deals
+- rotten_days sets how long before deals become rotten
+- Stages appear in pipeline by order_nr
+
+Common use cases:
+- Simple stage: { "name": "Proposal", "pipeline_id": 1 }
+- Ordered stage: { "name": "Negotiation", "pipeline_id": 1, "order_nr": 3 }
+- Stage with probability: { "name": "Closing", "pipeline_id": 1, "deal_probability": 80 }
+- Rotten tracking: { "name": "Follow-up", "pipeline_id": 1, "rotten_flag": true, "rotten_days": 7 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    name: { type: 'string', description: 'Stage name (required, max 255 chars)' },
+                    pipeline_id: { type: 'number', description: 'ID of the pipeline (required)' },
+                    order_nr: { type: 'number', description: 'Order number for stage position' },
+                    deal_probability: {
+                        type: 'number',
+                        description: 'Deal success probability 0-100',
+                    },
+                    rotten_flag: { type: 'boolean', description: 'Enable rotten deal tracking' },
+                    rotten_days: { type: 'number', description: 'Days until deal becomes rotten' },
+                },
+                required: ['name', 'pipeline_id'],
+            },
+            handler: async (args) => {
+                const validated = CreateStageSchema.parse(args);
+                return client.post('/stages', validated);
+            },
+        },
+        'stages/update': {
+            description: `Update an existing stage.
+
+Updates stage configuration including name, order, probability, and rotten settings.
+
+Workflow tips:
+- All fields except id are optional
+- Use order_nr to reorder stages
+- Update deal_probability to adjust win likelihood
+- Enable/disable rotten_flag for stale deal tracking
+- Can move stage to different pipeline with pipeline_id
+
+Common use cases:
+- Rename stage: { "id": 1, "name": "New Proposal" }
+- Reorder stage: { "id": 1, "order_nr": 2 }
+- Set probability: { "id": 1, "deal_probability": 75 }
+- Enable rotten tracking: { "id": 1, "rotten_flag": true, "rotten_days": 14 }
+- Move to pipeline: { "id": 1, "pipeline_id": 2 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the stage to update' },
+                    name: { type: 'string', description: 'New stage name (max 255 chars)' },
+                    order_nr: { type: 'number', description: 'New order number' },
+                    deal_probability: { type: 'number', description: 'New probability 0-100' },
+                    rotten_flag: { type: 'boolean', description: 'Enable/disable rotten tracking' },
+                    rotten_days: { type: 'number', description: 'Days until rotten' },
+                    pipeline_id: { type: 'number', description: 'Move to different pipeline' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = UpdateStageSchema.parse(args);
+                const { id, ...updateData } = validated;
+                return client.put(`/stages/${id}`, updateData);
+            },
+        },
+        'stages/get_all': {
+            description: `Get all stages across all pipelines or filter by pipeline.
+
+Returns data about all stages with their configuration.
+
+Workflow tips:
+- Omit pipeline_id to get stages from all pipelines
+- Use pipeline_id to filter stages for a specific pipeline
+- Returns stages with order, probability, and rotten settings
+- Shows which pipeline each stage belongs to
+- Results include pagination info
+
+Common use cases:
+- Get all stages: {}
+- Get all stages: { "pipeline_id": null }
+- Filter by pipeline: { "pipeline_id": 1 }
+- Review all stage configurations across pipelines
+- Find stage IDs for deal management`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    pipeline_id: {
+                        type: 'number',
+                        description: 'Optional pipeline ID to filter stages (omit for all stages)',
+                    },
+                },
+            },
+            handler: async (args) => {
+                const validated = GetAllStagesSchema.parse(args);
+                const params = {};
+                if (validated.pipeline_id !== undefined && validated.pipeline_id !== null) {
+                    params.pipeline_id = validated.pipeline_id;
+                }
+                return client.get('/stages', params, { enabled: true, ttl: 300000 } // Cache for 5 minutes
+                );
+            },
+        },
+        'stages/get': {
+            description: `Get a single stage by ID.
+
+Returns detailed data about a specific stage.
+
+Workflow tips:
+- Get full stage configuration by ID
+- Returns name, order, probability, rotten settings
+- Shows which pipeline the stage belongs to
+- Includes timestamps (add_time, update_time)
+- Use for verifying stage details before updates
+
+Common use cases:
+- Get stage details: { "id": 1 }
+- Verify stage configuration
+- Check stage before moving deals
+- Review stage settings`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the stage to retrieve' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = GetStageSchema.parse(args);
+                return client.get(`/stages/${validated.id}`, {}, { enabled: true, ttl: 300000 } // Cache for 5 minutes
+                );
+            },
+        },
+        'stages/delete': {
+            description: `Delete a single stage.
+
+Marks a stage as deleted in Pipedrive.
+
+Workflow tips:
+- Deleting a stage is irreversible
+- Deals in the deleted stage may need to be moved first
+- Stage ID is required
+- Returns the deleted stage ID on success
+- Consider moving deals before deleting stage
+
+Common use cases:
+- Delete stage: { "id": 1 }
+- Clean up unused stages
+- Remove deprecated workflow stages
+- Consolidate pipeline stages`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the stage to delete' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = DeleteStageSchema.parse(args);
+                return client.delete(`/stages/${validated.id}`);
+            },
+        },
+        'stages/delete_multiple': {
+            description: `Delete multiple stages in bulk.
+
+Marks multiple stages as deleted in one operation.
+
+Note: This endpoint has been deprecated by Pipedrive. Consider using stages/delete for each stage instead.
+
+Workflow tips:
+- Provide comma-separated stage IDs
+- All specified stages will be deleted
+- Deletion is irreversible
+- Consider impact on deals in these stages
+- Returns array of deleted stage IDs
+
+Common use cases:
+- Delete multiple stages: { "ids": "1,2,3" }
+- Bulk cleanup of unused stages
+- Remove multiple deprecated stages
+- Pipeline reorganization`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    ids: {
+                        type: 'string',
+                        description: 'Comma-separated stage IDs to delete (e.g., "1,2,3")',
+                    },
+                },
+                required: ['ids'],
+            },
+            handler: async (args) => {
+                const validated = DeleteMultipleStagesSchema.parse(args);
+                return client.delete('/stages', { ids: validated.ids });
+            },
+        },
+    };
+}
+//# sourceMappingURL=stages.js.map

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

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

@@ -0,0 +1,34 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+export declare function getUpdatePipelineTool(client: PipedriveClient): {
+    'pipelines/update': {
+        description: string;
+        inputSchema: {
+            type: "object";
+            properties: {
+                id: {
+                    type: string;
+                    description: string;
+                };
+                name: {
+                    type: string;
+                    description: string;
+                };
+                order_nr: {
+                    type: string;
+                    description: string;
+                };
+                active: {
+                    type: string;
+                    description: string;
+                };
+                deal_probability: {
+                    type: string;
+                    description: string;
+                };
+            };
+            required: string[];
+        };
+        handler: (args: unknown) => Promise<unknown>;
+    };
+};
+//# sourceMappingURL=update.d.ts.map

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

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package/dist/tools/pipelines/update.js

@@ -0,0 +1,40 @@
+import { UpdatePipelineSchema } from '../../schemas/pipeline.js';
+export function getUpdatePipelineTool(client) {
+    return {
+        'pipelines/update': {
+            description: `Update an existing pipeline.
+
+Updates pipeline configuration including name, order, active status, and probability tracking.
+
+Workflow tips:
+- All fields except id are optional
+- Use order_nr to reorder pipelines
+- Set active=false to deactivate pipeline
+- Changing deal_probability affects all stages
+- At least one field should be updated
+
+Common use cases:
+- Rename pipeline: { "id": 1, "name": "New Sales Pipeline" }
+- Deactivate pipeline: { "id": 1, "active": false }
+- Reorder pipeline: { "id": 1, "order_nr": 5 }
+- Update multiple fields: { "id": 1, "name": "Updated", "active": true, "order_nr": 1 }`,
+            inputSchema: {
+                type: 'object',
+                properties: {
+                    id: { type: 'number', description: 'ID of the pipeline to update' },
+                    name: { type: 'string', description: 'New pipeline name (max 255 chars)' },
+                    order_nr: { type: 'number', description: 'New order number' },
+                    active: { type: 'boolean', description: 'Whether pipeline is active' },
+                    deal_probability: { type: 'boolean', description: 'Enable/disable probability tracking' },
+                },
+                required: ['id'],
+            },
+            handler: async (args) => {
+                const validated = UpdatePipelineSchema.parse(args);
+                const { id, ...updateData } = validated;
+                return client.put(`/pipelines/${id}`, updateData);
+            },
+        },
+    };
+}
+//# sourceMappingURL=update.js.map

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

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

@@ -0,0 +1,97 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for creating a new product
+ */
+export declare function getCreateProductTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly name: {
+                readonly type: "string";
+                readonly description: "Product name (required)";
+            };
+            readonly code: {
+                readonly type: "string";
+                readonly description: "Product code/SKU";
+            };
+            readonly description: {
+                readonly type: "string";
+                readonly description: "Product description";
+            };
+            readonly unit: {
+                readonly type: "string";
+                readonly description: "Unit type (e.g., pcs, kg, hours)";
+            };
+            readonly tax: {
+                readonly type: "number";
+                readonly description: "Tax percentage (0-100)";
+            };
+            readonly active_flag: {
+                readonly type: "boolean";
+                readonly description: "Whether product is active";
+            };
+            readonly selectable: {
+                readonly type: "boolean";
+                readonly description: "Whether product can be selected in deals";
+            };
+            readonly visible_to: {
+                readonly type: "string";
+                readonly description: "Visibility: 1 (owner only), 3 (entire company)";
+                readonly enum: readonly ["1", "3", "5", "7"];
+            };
+            readonly owner_id: {
+                readonly type: "number";
+                readonly description: "ID of the user who will own this product";
+            };
+            readonly prices: {
+                readonly type: "array";
+                readonly description: "Array of price objects";
+                readonly items: {
+                    readonly type: "object";
+                    readonly properties: {
+                        readonly price: {
+                            readonly type: "number";
+                            readonly description: "Product price";
+                        };
+                        readonly currency: {
+                            readonly type: "string";
+                            readonly description: "Currency code (USD, EUR, etc.)";
+                        };
+                        readonly cost: {
+                            readonly type: "number";
+                            readonly description: "Product cost";
+                        };
+                        readonly overhead_cost: {
+                            readonly type: "number";
+                            readonly description: "Overhead cost";
+                        };
+                        readonly notes: {
+                            readonly type: "string";
+                            readonly description: "Notes about this price";
+                        };
+                    };
+                    readonly required: readonly ["price", "currency"];
+                };
+            };
+            readonly billing_frequency: {
+                readonly type: "string";
+                readonly description: "Billing frequency";
+                readonly enum: readonly ["one-time", "weekly", "monthly", "quarterly", "semi-annually", "annually"];
+            };
+            readonly billing_frequency_cycles: {
+                readonly type: "number";
+                readonly description: "Number of billing cycles";
+            };
+        };
+        readonly required: readonly ["name"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=create.d.ts.map

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

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package/dist/tools/products/create.js

@@ -0,0 +1,155 @@
+import { CreateProductSchema } from '../../schemas/product.js';
+/**
+ * Tool for creating a new product
+ */
+export function getCreateProductTool(client) {
+    return {
+        name: 'products/create',
+        description: `Create a new product in Pipedrive.
+
+Required fields:
+- name: Product name
+
+Optional fields:
+- code: Product code (SKU)
+- description: Product description
+- unit: Unit type (e.g., "pcs", "kg", "hours")
+- tax: Tax percentage (0-100)
+- active_flag: Whether product is active (default: true)
+- selectable: Whether product can be selected in deals (default: true)
+- visible_to: Visibility level (1=owner only, 3=entire company)
+- owner_id: User who will own this product
+- prices: Array of price objects with format: [{"price": 100, "currency": "USD", "cost": 50}]
+- billing_frequency: One of: one-time, weekly, monthly, quarterly, semi-annually, annually
+- billing_frequency_cycles: Number of billing cycles
+
+Example prices array:
+{
+  "prices": [
+    {"price": 100, "currency": "USD", "cost": 50, "overhead_cost": 10, "notes": "Standard price"},
+    {"price": 85, "currency": "EUR", "cost": 45}
+  ]
+}`,
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: {
+                    type: 'string',
+                    description: 'Product name (required)',
+                },
+                code: {
+                    type: 'string',
+                    description: 'Product code/SKU',
+                },
+                description: {
+                    type: 'string',
+                    description: 'Product description',
+                },
+                unit: {
+                    type: 'string',
+                    description: 'Unit type (e.g., pcs, kg, hours)',
+                },
+                tax: {
+                    type: 'number',
+                    description: 'Tax percentage (0-100)',
+                },
+                active_flag: {
+                    type: 'boolean',
+                    description: 'Whether product is active',
+                },
+                selectable: {
+                    type: 'boolean',
+                    description: 'Whether product can be selected in deals',
+                },
+                visible_to: {
+                    type: 'string',
+                    description: 'Visibility: 1 (owner only), 3 (entire company)',
+                    enum: ['1', '3', '5', '7'],
+                },
+                owner_id: {
+                    type: 'number',
+                    description: 'ID of the user who will own this product',
+                },
+                prices: {
+                    type: 'array',
+                    description: 'Array of price objects',
+                    items: {
+                        type: 'object',
+                        properties: {
+                            price: {
+                                type: 'number',
+                                description: 'Product price',
+                            },
+                            currency: {
+                                type: 'string',
+                                description: 'Currency code (USD, EUR, etc.)',
+                            },
+                            cost: {
+                                type: 'number',
+                                description: 'Product cost',
+                            },
+                            overhead_cost: {
+                                type: 'number',
+                                description: 'Overhead cost',
+                            },
+                            notes: {
+                                type: 'string',
+                                description: 'Notes about this price',
+                            },
+                        },
+                        required: ['price', 'currency'],
+                    },
+                },
+                billing_frequency: {
+                    type: 'string',
+                    description: 'Billing frequency',
+                    enum: ['one-time', 'weekly', 'monthly', 'quarterly', 'semi-annually', 'annually'],
+                },
+                billing_frequency_cycles: {
+                    type: 'number',
+                    description: 'Number of billing cycles',
+                },
+            },
+            required: ['name'],
+        },
+        handler: async (params) => {
+            const validated = CreateProductSchema.parse(params);
+            const body = {
+                name: validated.name,
+            };
+            if (validated.code)
+                body.code = validated.code;
+            if (validated.description)
+                body.description = validated.description;
+            if (validated.unit)
+                body.unit = validated.unit;
+            if (validated.tax !== undefined)
+                body.tax = validated.tax;
+            if (validated.active_flag !== undefined)
+                body.active_flag = validated.active_flag;
+            if (validated.selectable !== undefined)
+                body.selectable = validated.selectable;
+            if (validated.visible_to)
+                body.visible_to = validated.visible_to;
+            if (validated.owner_id)
+                body.owner_id = validated.owner_id;
+            if (validated.prices)
+                body.prices = validated.prices;
+            if (validated.billing_frequency)
+                body.billing_frequency = validated.billing_frequency;
+            if (validated.billing_frequency_cycles !== undefined) {
+                body.billing_frequency_cycles = validated.billing_frequency_cycles;
+            }
+            const response = await client.post('/products', body);
+            return {
+                content: [
+                    {
+                        type: 'text',
+                        text: JSON.stringify(response, null, 2),
+                    },
+                ],
+            };
+        },
+    };
+}
+//# sourceMappingURL=create.js.map

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

@@ -0,0 +1,38 @@
+import type { PipedriveClient } from '../../pipedrive-client.js';
+/**
+ * Tool for listing deals attached to a product
+ */
+export declare function getListProductDealsTool(client: PipedriveClient): {
+    name: string;
+    description: string;
+    inputSchema: {
+        readonly type: "object";
+        readonly properties: {
+            readonly id: {
+                readonly type: "number";
+                readonly description: "Product ID";
+            };
+            readonly start: {
+                readonly type: "number";
+                readonly description: "Pagination start (default: 0)";
+            };
+            readonly limit: {
+                readonly type: "number";
+                readonly description: "Items per page, max 500";
+            };
+            readonly status: {
+                readonly type: "string";
+                readonly description: "Filter by deal status";
+                readonly enum: readonly ["open", "won", "lost", "deleted", "all_not_deleted"];
+            };
+        };
+        readonly required: readonly ["id"];
+    };
+    handler: (params: unknown) => Promise<{
+        content: {
+            type: string;
+            text: string;
+        }[];
+    }>;
+};
+//# sourceMappingURL=deals.d.ts.map

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

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