@iflow-mcp/attio-mcp 1.3.6

package/dist/services/value-transformer/types.d.ts

@@ -0,0 +1,100 @@
+/**
+ * Types for the value transformer service
+ * Auto-transforms values before API calls to prevent common errors
+ */
+import { UniversalResourceType } from '../../handlers/tool-configs/universal/types.js';
+/**
+ * Context provided to transformers
+ */
+export interface TransformContext {
+    /** The resource type being operated on */
+    resourceType: UniversalResourceType;
+    /** The operation type (create or update) */
+    operation: 'create' | 'update';
+    /** Optional record ID for updates */
+    recordId?: string;
+    /**
+     * Optional pre-fetched attribute metadata to avoid duplicate API calls
+     * @see Issue #984 - Consolidate metadata fetching
+     */
+    attributeMetadata?: Map<string, AttributeMetadata>;
+}
+/**
+ * Result of a transformation
+ */
+export interface TransformResult {
+    /** Whether transformation was applied */
+    transformed: boolean;
+    /** The original value */
+    originalValue: unknown;
+    /** The transformed value (same as original if not transformed) */
+    transformedValue: unknown;
+    /** Human-readable description of what was transformed */
+    description?: string;
+}
+/**
+ * Result of transforming an entire record
+ */
+export interface RecordTransformResult {
+    /** The transformed record data */
+    data: Record<string, unknown>;
+    /** List of transformations applied */
+    transformations: FieldTransformation[];
+    /** Warnings about potential issues */
+    warnings: string[];
+}
+/**
+ * Details about a single field transformation
+ */
+export interface FieldTransformation {
+    /** Field name that was transformed */
+    field: string;
+    /** Original value */
+    from: unknown;
+    /** Transformed value */
+    to: unknown;
+    /** Type of transformation applied */
+    type: TransformationType;
+    /** Human-readable description */
+    description: string;
+}
+/**
+ * Types of transformations supported
+ */
+export type TransformationType = 'status_title_to_id' | 'multi_select_wrap' | 'select_title_to_id' | 'array_coercion' | 'record_reference_format';
+/**
+ * Attribute metadata needed for transformation
+ */
+export interface AttributeMetadata {
+    slug: string;
+    type: string;
+    title?: string;
+    api_slug?: string;
+    is_system_attribute?: boolean;
+    is_writable?: boolean;
+    /** Indicates multi-select attribute (Attio uses type="select" + is_multiselect=true) */
+    is_multiselect?: boolean;
+    /** Relationship metadata for record-reference attributes (Issue #997) */
+    relationship?: {
+        /** Target object type (e.g., 'companies', 'people') */
+        object?: string;
+        /** Relationship cardinality (API may return any string) */
+        cardinality?: string;
+    };
+}
+/**
+ * Record reference value format expected by Attio API
+ */
+export interface RecordReferenceValue {
+    target_object: string;
+    target_record_id: string;
+}
+/**
+ * Option for select/status attributes
+ */
+export interface AttributeOption {
+    id: string;
+    title: string;
+    is_archived?: boolean;
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/services/value-transformer/types.d.ts.map

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package/dist/services/value-transformer/types.js

@@ -0,0 +1,6 @@
+/**
+ * Types for the value transformer service
+ * Auto-transforms values before API calls to prevent common errors
+ */
+export {};
+//# sourceMappingURL=types.js.map

package/dist/services/value-transformer/types.js.map

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package/dist/services/workspace-member-resolver.d.ts

@@ -0,0 +1,55 @@
+/**
+ * Workspace Member Resolver Service
+ *
+ * Automatically resolves email addresses and names to workspace member UUIDs
+ * for actor-reference attribute filtering (owner, assignee, created_by, modified_by).
+ *
+ * This service enables natural filtering syntax:
+ * - Before: User must manually look up UUID for "martin@shapescale.com"
+ * - After: Auto-resolves email → UUID transparently
+ *
+ * Part of PR #904 Phase 2: Actor-Reference Auto-Resolution
+ */
+/**
+ * Cache for resolved workspace member UUIDs
+ * Key: email address or full name
+ * Value: workspace member UUID
+ *
+ * Scoped per-request to prevent stale data while reducing duplicate API calls
+ */
+export type WorkspaceMemberCache = Map<string, string>;
+/**
+ * Resolve an email address or name to a workspace member UUID
+ *
+ * @param emailOrName - Email address or full name to resolve
+ * @param cache - Optional per-request cache to avoid duplicate lookups
+ * @returns Workspace member UUID
+ * @throws FilterValidationError if member not found or ambiguous matches
+ *
+ * @example
+ * // Resolve email to UUID
+ * const uuid = await resolveWorkspaceMemberUUID('martin@shapescale.com');
+ * // Returns: 'd28a35f1-5788-49f9-a320-6c8c353147d8'
+ *
+ * @example
+ * // With caching
+ * const cache = new Map();
+ * const uuid1 = await resolveWorkspaceMemberUUID('martin@shapescale.com', cache);
+ * const uuid2 = await resolveWorkspaceMemberUUID('martin@shapescale.com', cache);
+ * // Second call uses cache, no API request
+ */
+export declare function resolveWorkspaceMemberUUID(emailOrName: string, cache?: WorkspaceMemberCache): Promise<string>;
+/**
+ * Create a new per-request cache for workspace member resolution
+ *
+ * This should be created once per filter transformation request and passed
+ * through the call stack to avoid duplicate API calls for the same email/name.
+ *
+ * @returns New empty cache map
+ *
+ * @example
+ * const cache = createWorkspaceMemberCache();
+ * const filters = await transformFiltersToApiFormat(input, true, false, 'deals', cache);
+ */
+export declare function createWorkspaceMemberCache(): WorkspaceMemberCache;
+//# sourceMappingURL=workspace-member-resolver.d.ts.map

package/dist/services/workspace-member-resolver.d.ts.map

@@ -0,0 +1 @@
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package/dist/services/workspace-member-resolver.js

@@ -0,0 +1,146 @@
+/**
+ * Workspace Member Resolver Service
+ *
+ * Automatically resolves email addresses and names to workspace member UUIDs
+ * for actor-reference attribute filtering (owner, assignee, created_by, modified_by).
+ *
+ * This service enables natural filtering syntax:
+ * - Before: User must manually look up UUID for "martin@shapescale.com"
+ * - After: Auto-resolves email → UUID transparently
+ *
+ * Part of PR #904 Phase 2: Actor-Reference Auto-Resolution
+ */
+import { searchWorkspaceMembers } from '../objects/workspace-members.js';
+import { FilterValidationError, FilterErrorCategory, } from '../errors/api-errors.js';
+import { createScopedLogger } from '../utils/logger.js';
+import { EMAIL_PATTERN } from '../utils/filters/reference-attribute-helper.js';
+const logger = createScopedLogger('workspace-member-resolver');
+/**
+ * Resolve an email address or name to a workspace member UUID
+ *
+ * @param emailOrName - Email address or full name to resolve
+ * @param cache - Optional per-request cache to avoid duplicate lookups
+ * @returns Workspace member UUID
+ * @throws FilterValidationError if member not found or ambiguous matches
+ *
+ * @example
+ * // Resolve email to UUID
+ * const uuid = await resolveWorkspaceMemberUUID('martin@shapescale.com');
+ * // Returns: 'd28a35f1-5788-49f9-a320-6c8c353147d8'
+ *
+ * @example
+ * // With caching
+ * const cache = new Map();
+ * const uuid1 = await resolveWorkspaceMemberUUID('martin@shapescale.com', cache);
+ * const uuid2 = await resolveWorkspaceMemberUUID('martin@shapescale.com', cache);
+ * // Second call uses cache, no API request
+ */
+export async function resolveWorkspaceMemberUUID(emailOrName, cache) {
+    // Normalize input for cache key consistency
+    const normalizedKey = emailOrName.trim().toLowerCase();
+    // Check cache first
+    if (cache?.has(normalizedKey)) {
+        const cachedUUID = cache.get(normalizedKey);
+        logger.debug('Cache hit for workspace member resolution', {
+            input: emailOrName,
+            uuid: cachedUUID,
+        });
+        return cachedUUID;
+    }
+    // Search workspace members API
+    logger.debug('Resolving workspace member', { input: emailOrName });
+    let members;
+    try {
+        members = await searchWorkspaceMembers(emailOrName);
+    }
+    catch (error) {
+        logger.error('Failed to search workspace members', {
+            input: emailOrName,
+            error: error instanceof Error ? error.message : String(error),
+        });
+        throw new FilterValidationError(`Failed to resolve workspace member "${emailOrName}": ${error instanceof Error ? error.message : 'Unknown error'}`, FilterErrorCategory.VALUE);
+    }
+    // Post-filter for exact matches
+    // Attio's search API does fuzzy matching, so we need to filter for exact matches
+    if (EMAIL_PATTERN.test(emailOrName)) {
+        // Email-based filtering
+        const normalizedEmail = emailOrName.toLowerCase().trim();
+        const exactMatches = members.filter((m) => m.email_address?.toLowerCase() === normalizedEmail);
+        if (exactMatches.length > 0) {
+            logger.debug('Filtered to exact email matches', {
+                input: emailOrName,
+                totalResults: members.length,
+                exactMatches: exactMatches.length,
+            });
+            members = exactMatches;
+        }
+    }
+    else {
+        // Name-based filtering - match against full name
+        // Normalize the input name for comparison
+        const normalizedInput = emailOrName.toLowerCase().trim();
+        const exactMatches = members.filter((m) => {
+            // Build full name from first and last name
+            const fullName = `${m.first_name || ''} ${m.last_name || ''}`
+                .trim()
+                .toLowerCase();
+            return fullName === normalizedInput;
+        });
+        if (exactMatches.length > 0) {
+            logger.debug('Filtered to exact name matches', {
+                input: emailOrName,
+                totalResults: members.length,
+                exactMatches: exactMatches.length,
+            });
+            members = exactMatches;
+        }
+    }
+    // Handle resolution results
+    if (members.length === 0) {
+        // No matches found
+        throw new FilterValidationError(`Workspace member not found: "${emailOrName}". ` +
+            `Please verify the email address or name, or use the workspace member UUID directly.`, FilterErrorCategory.VALUE);
+    }
+    else if (members.length === 1) {
+        // Unique match - success!
+        const uuid = members[0].id.workspace_member_id;
+        // Cache the result
+        if (cache) {
+            cache.set(normalizedKey, uuid);
+        }
+        logger.debug('Resolved workspace member', {
+            input: emailOrName,
+            uuid,
+            memberName: `${members[0].first_name || ''} ${members[0].last_name || ''}`.trim(),
+            memberEmail: members[0].email_address,
+        });
+        return uuid;
+    }
+    else {
+        // Multiple matches - ambiguous
+        const memberSummaries = members
+            .slice(0, 5) // Show max 5 matches
+            .map((m) => {
+            const name = `${m.first_name || ''} ${m.last_name || ''}`.trim();
+            return `  - ${name} (${m.email_address})`;
+        })
+            .join('\n');
+        throw new FilterValidationError(`Ambiguous workspace member: "${emailOrName}" matches ${members.length} members:\n${memberSummaries}${members.length > 5 ? '\n  ... and more' : ''}\n\nPlease use a more specific email address or the workspace member UUID directly.`, FilterErrorCategory.VALUE);
+    }
+}
+/**
+ * Create a new per-request cache for workspace member resolution
+ *
+ * This should be created once per filter transformation request and passed
+ * through the call stack to avoid duplicate API calls for the same email/name.
+ *
+ * @returns New empty cache map
+ *
+ * @example
+ * const cache = createWorkspaceMemberCache();
+ * const filters = await transformFiltersToApiFormat(input, true, false, 'deals', cache);
+ */
+export function createWorkspaceMemberCache() {
+    return new Map();
+}
+//# sourceMappingURL=workspace-member-resolver.js.map

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package/dist/smithery.d.ts

@@ -0,0 +1,79 @@
+/**
+ * Smithery entry point for MCP server
+ *
+ * This file exports the server in the format expected by Smithery's runtime.
+ * Smithery manages the HTTP transport and calls this function to get the MCP server instance.
+ */
+import { z } from 'zod';
+/**
+ * Configuration schema for user-provided settings
+ * All fields are optional so the server can start without config (for scanning)
+ */
+export declare const configSchema: z.ZodObject<{
+    ATTIO_API_KEY: z.ZodOptional<z.ZodString>;
+    ATTIO_ACCESS_TOKEN: z.ZodOptional<z.ZodString>;
+    ATTIO_WORKSPACE_ID: z.ZodOptional<z.ZodString>;
+    ATTIO_MCP_TOOL_MODE: z.ZodOptional<z.ZodEnum<["full", "search"]>>;
+    debug: z.ZodOptional<z.ZodDefault<z.ZodBoolean>>;
+}, "strip", z.ZodTypeAny, {
+    ATTIO_API_KEY?: string | undefined;
+    ATTIO_ACCESS_TOKEN?: string | undefined;
+    debug?: boolean | undefined;
+    ATTIO_MCP_TOOL_MODE?: "search" | "full" | undefined;
+    ATTIO_WORKSPACE_ID?: string | undefined;
+}, {
+    ATTIO_API_KEY?: string | undefined;
+    ATTIO_ACCESS_TOKEN?: string | undefined;
+    debug?: boolean | undefined;
+    ATTIO_MCP_TOOL_MODE?: "search" | "full" | undefined;
+    ATTIO_WORKSPACE_ID?: string | undefined;
+}>;
+/**
+ * Create and return an MCP server instance for Smithery
+ *
+ * @param config - User-provided configuration (validated against configSchema)
+ * @returns The MCP server instance
+ */
+export default function createServer({ config, }: {
+    config: z.infer<typeof configSchema>;
+}): import("@modelcontextprotocol/sdk/server").Server<{
+    method: string;
+    params?: {
+        [x: string]: unknown;
+        task?: {
+            [x: string]: unknown;
+            ttl?: number | null | undefined;
+            pollInterval?: number | undefined;
+        } | undefined;
+        _meta?: {
+            [x: string]: unknown;
+            progressToken?: string | number | undefined;
+            "io.modelcontextprotocol/related-task"?: {
+                [x: string]: unknown;
+                taskId: string;
+            } | undefined;
+        } | undefined;
+    } | undefined;
+}, {
+    method: string;
+    params?: {
+        [x: string]: unknown;
+        _meta?: {
+            [x: string]: unknown;
+            "io.modelcontextprotocol/related-task"?: {
+                [x: string]: unknown;
+                taskId: string;
+            } | undefined;
+        } | undefined;
+    } | undefined;
+}, {
+    [x: string]: unknown;
+    _meta?: {
+        [x: string]: unknown;
+        "io.modelcontextprotocol/related-task"?: {
+            [x: string]: unknown;
+            taskId: string;
+        } | undefined;
+    } | undefined;
+}>;
+//# sourceMappingURL=smithery.d.ts.map

package/dist/smithery.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"smithery.d.ts","sourceRoot":"","sources":["../src/smithery.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB;;;GAGG;AACH,eAAO,MAAM,YAAY;;;;;;;;;;;;;;;;;;EAmBvB,CAAC;AAEH;;;;;GAKG;AACH,MAAM,CAAC,OAAO,UAAU,YAAY,CAAC,EACnC,MAAM,GACP,EAAE;IACD,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,OAAO,YAAY,CAAC,CAAC;CACtC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAgFA"}

package/dist/smithery.js

@@ -0,0 +1,109 @@
+/**
+ * Smithery entry point for MCP server
+ *
+ * This file exports the server in the format expected by Smithery's runtime.
+ * Smithery manages the HTTP transport and calls this function to get the MCP server instance.
+ */
+import { createServer as buildServer } from './server/createServer.js';
+import { z } from 'zod';
+/**
+ * Configuration schema for user-provided settings
+ * All fields are optional so the server can start without config (for scanning)
+ */
+export const configSchema = z.object({
+    ATTIO_API_KEY: z.string().describe('Your Attio API key').optional(),
+    ATTIO_ACCESS_TOKEN: z
+        .string()
+        .describe('Attio OAuth access token (alternative to API key for OAuth integrations)')
+        .optional(),
+    ATTIO_WORKSPACE_ID: z
+        .string()
+        .describe('Optional Attio workspace ID')
+        .optional(),
+    ATTIO_MCP_TOOL_MODE: z
+        .enum(['full', 'search'])
+        .describe('Tool mode: "full" (all 33 tools, requires ChatGPT Developer Mode) or "search" (only search/fetch/health-check for non-Developer Mode users)')
+        .optional(),
+    debug: z.boolean().default(false).describe('Enable debug logging').optional(),
+});
+/**
+ * Create and return an MCP server instance for Smithery
+ *
+ * @param config - User-provided configuration (validated against configSchema)
+ * @returns The MCP server instance
+ */
+export default function createServer({ config, }) {
+    // Enable debug logging if requested (Issue #891: MCP_LOG_LEVEL support)
+    // Check both config.debug and existing MCP_LOG_LEVEL environment variable
+    if (config?.debug || process.env.MCP_LOG_LEVEL === 'DEBUG') {
+        process.env.MCP_LOG_LEVEL = 'DEBUG';
+    }
+    // Debug logging for Issue #891: Track config propagation in Smithery hosted environment
+    if (process.env.MCP_LOG_LEVEL === 'DEBUG') {
+        console.error('[smithery:init] Config received:', {
+            hasConfig: Boolean(config),
+            configKeys: config ? Object.keys(config) : [],
+            hasApiKeyInConfig: Boolean(config?.ATTIO_API_KEY),
+            hasAccessTokenInConfig: Boolean(config?.ATTIO_ACCESS_TOKEN),
+            apiKeyLength: config?.ATTIO_API_KEY?.length || 0,
+            accessTokenLength: config?.ATTIO_ACCESS_TOKEN?.length || 0,
+            hasWorkspaceId: Boolean(config?.ATTIO_WORKSPACE_ID),
+            hasEnvApiKey: Boolean(process.env.ATTIO_API_KEY),
+            hasEnvAccessToken: Boolean(process.env.ATTIO_ACCESS_TOKEN),
+            envApiKeyLength: process.env.ATTIO_API_KEY?.length || 0,
+            envAccessTokenLength: process.env.ATTIO_ACCESS_TOKEN?.length || 0,
+            toolMode: config?.ATTIO_MCP_TOOL_MODE ||
+                process.env.ATTIO_MCP_TOOL_MODE ||
+                'full',
+            debug: config?.debug || false,
+            timestamp: new Date().toISOString(),
+        });
+    }
+    // Set server mode flag to enable background intervals (performance tracking, etc.)
+    process.env.MCP_SERVER_MODE = 'true';
+    // CRITICAL: Tool mode configuration (Issue #869 final fix)
+    // Do NOT set environment variables - Smithery manages them at container level
+    // If user didn't provide ATTIO_MCP_TOOL_MODE, ensure env var is not set
+    // This allows isSearchOnlyMode() to return false (full tool access)
+    if (!config?.ATTIO_MCP_TOOL_MODE) {
+        delete process.env.ATTIO_MCP_TOOL_MODE;
+    }
+    else if (config.ATTIO_MCP_TOOL_MODE === 'search') {
+        process.env.ATTIO_MCP_TOOL_MODE = 'search';
+    }
+    else {
+        // User explicitly set 'full' mode
+        delete process.env.ATTIO_MCP_TOOL_MODE;
+    }
+    // Create the MCP server with a context that provides access to config
+    // The API key is only checked when tools are actually invoked
+    // Supports both API keys and OAuth access tokens (Issue #928)
+    const server = buildServer({
+        getApiKey: () => {
+            // Resolution order: ATTIO_API_KEY (config) > ATTIO_ACCESS_TOKEN (config) >
+            //                   ATTIO_API_KEY (env) > ATTIO_ACCESS_TOKEN (env)
+            const apiKey = config?.ATTIO_API_KEY ||
+                config?.ATTIO_ACCESS_TOKEN ||
+                process.env.ATTIO_API_KEY ||
+                process.env.ATTIO_ACCESS_TOKEN;
+            if (process.env.MCP_LOG_LEVEL === 'DEBUG' || config?.debug) {
+                console.error('[smithery:getApiKey] API key/token resolution:', {
+                    fromConfigApiKey: Boolean(config?.ATTIO_API_KEY),
+                    fromConfigAccessToken: Boolean(config?.ATTIO_ACCESS_TOKEN),
+                    fromEnvApiKey: Boolean(process.env.ATTIO_API_KEY),
+                    fromEnvAccessToken: Boolean(process.env.ATTIO_ACCESS_TOKEN),
+                    resolved: Boolean(apiKey),
+                    keyLength: apiKey?.length || 0,
+                });
+            }
+            return apiKey;
+        },
+        getWorkspaceId: () => config?.ATTIO_WORKSPACE_ID || process.env.ATTIO_WORKSPACE_ID,
+    });
+    if (process.env.MCP_LOG_LEVEL === 'DEBUG' || config?.debug) {
+        console.error('[smithery:init] Server created successfully');
+    }
+    // Return the raw server instance - Smithery handles the transport
+    return server;
+}
+//# sourceMappingURL=smithery.js.map

package/dist/smithery.js.map

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package/dist/templates/skill/SKILL.template.md

@@ -0,0 +1,78 @@
+---
+name: attio-workspace-schema
+description: Use when working with Attio workspace data to know valid attributes, field names, and option values for {{#each metadata.objects}}{{this}}{{#unless @last}}, {{/unless}}{{/each}}.
+---
+
+# Attio Workspace Schema Reference
+
+**Generated**: {{metadata.generatedAt}}
+**Objects**: {{#each metadata.objects}}{{this}}{{#unless @last}}, {{/unless}}{{/each}}
+
+⚠️ **CRITICAL: Display Name vs API Slug**
+
+The #1 error source when working with Attio is using Display Names instead of API Slugs. **Always use API Slugs from the per-object files below.**
+
+---
+
+## Attribute Reference by Object
+
+**Only open the file for the object you're working with** (progressive disclosure):
+
+{{#each objects}}
+
+- {{displayName}}: [resources/{{objectSlug}}-attributes.md](resources/{{objectSlug}}-attributes.md)
+  {{/each}}
+
+Each file contains:
+
+- Select/status option values
+- Complete attribute specifications
+- Relationship definitions
+
+## Complex Type Structures
+
+See [resources/complex-types.md](resources/complex-types.md) for:
+
+- Location object structure (10 required fields)
+- Personal name object structure
+- Phone number formatting
+- Email address handling
+
+---
+
+## Usage Guidelines
+
+1. **Always use API Slugs**, never Display Names
+   - ❌ Wrong: `{"Team size": "51-200"}`
+   - ✅ Correct: `{"team_size": "51-200"}`
+
+2. **Check multi-select flag** before sending values
+   - Multi-select (✓): Send array `["value1", "value2"]`
+   - Single-select (✗): Send string `"value1"`
+
+3. **Use exact option titles (slugs)** from the tables
+   - Per Attio docs, select option slugs are the title field
+   - Case-sensitive
+
+4. **Complex types require specific object structures**
+   - Location: All 10 fields must be present (use `null` for empty)
+   - Personal-name: Minimum `first_name` required
+   - See resources/complex-types.md for details
+
+5. **When unsure, use MCP discovery tools**:
+   - `records_discover_attributes` - Get attribute metadata
+   - `records_get_attribute_options` - Get valid select/status values
+
+---
+
+## When to Use This Skill
+
+Use this skill when:
+
+- Creating or updating Attio records
+- Filtering or searching by specific attributes
+- Validating attribute values before API calls
+- Understanding field requirements and constraints
+- Working with select/status fields and need valid option values
+
+> ⚠️ **This schema may become outdated.** When in doubt, verify with MCP discovery tools listed above.