@iflow-mcp/attio-mcp 1.3.6

package/dist/prompts/templates/people.js

@@ -0,0 +1,127 @@
+/**
+ * Prompt templates for people operations
+ */
+export const peoplePrompts = [
+    {
+        id: 'create-person',
+        title: 'Create a new person',
+        description: 'Create a new person record in Attio with the provided details',
+        category: 'people',
+        parameters: [
+            {
+                name: 'name',
+                type: 'string',
+                description: 'Full name of the person',
+                required: true,
+            },
+            {
+                name: 'email',
+                type: 'string',
+                description: 'Email address of the person',
+                required: false,
+            },
+            {
+                name: 'phone',
+                type: 'string',
+                description: 'Phone number of the person',
+                required: false,
+            },
+            {
+                name: 'title',
+                type: 'string',
+                description: 'Job title of the person',
+                required: false,
+            },
+            {
+                name: 'company',
+                type: 'string',
+                description: 'Company name the person works for',
+                required: false,
+            },
+        ],
+        template: 'Create a new person named {{name}}{{#if email}} with email {{email}}{{/if}}{{#if phone}} and phone number {{phone}}{{/if}}{{#if title}} who works as {{title}}{{/if}}{{#if company}} at {{company}}{{/if}}.',
+    },
+    {
+        id: 'find-person-by-email',
+        title: 'Find a person by email',
+        description: 'Search for a person in Attio using their email address',
+        category: 'people',
+        parameters: [
+            {
+                name: 'email',
+                type: 'string',
+                description: 'Email address to search for',
+                required: true,
+            },
+        ],
+        template: 'Find a person with the email address {{email}}.',
+    },
+    {
+        id: 'update-person',
+        title: 'Update person details',
+        description: 'Update an existing person record in Attio',
+        category: 'people',
+        parameters: [
+            {
+                name: 'personId',
+                type: 'string',
+                description: 'ID of the person to update',
+                required: true,
+            },
+            {
+                name: 'name',
+                type: 'string',
+                description: 'New name for the person',
+                required: false,
+            },
+            {
+                name: 'email',
+                type: 'string',
+                description: 'New email address for the person',
+                required: false,
+            },
+            {
+                name: 'phone',
+                type: 'string',
+                description: 'New phone number for the person',
+                required: false,
+            },
+            {
+                name: 'title',
+                type: 'string',
+                description: 'New job title for the person',
+                required: false,
+            },
+        ],
+        template: 'Update the person with ID {{personId}}{{#if name}} to change their name to {{name}}{{/if}}{{#if email}}, update their email to {{email}}{{/if}}{{#if phone}}, update their phone number to {{phone}}{{/if}}{{#if title}}, and update their job title to {{title}}{{/if}}.',
+    },
+    {
+        id: 'add-note-to-person',
+        title: 'Add a note to a person',
+        description: 'Add a note to an existing person record in Attio',
+        category: 'people',
+        parameters: [
+            {
+                name: 'personId',
+                type: 'string',
+                description: 'ID of the person to add a note to',
+                required: true,
+            },
+            {
+                name: 'title',
+                type: 'string',
+                description: 'Title of the note',
+                required: true,
+            },
+            {
+                name: 'content',
+                type: 'string',
+                description: 'Content of the note',
+                required: true,
+            },
+        ],
+        template: 'Add a note titled "{{title}}" with content "{{content}}" to the person with ID {{personId}}.',
+    },
+];
+export default peoplePrompts;
+//# sourceMappingURL=people.js.map

package/dist/prompts/templates/people.js.map

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package/dist/prompts/types.d.ts

@@ -0,0 +1,52 @@
+/**
+ * Type definitions for MCP Prompts
+ */
+/**
+ * Prompt parameter definition
+ */
+export interface PromptParameter {
+    name: string;
+    type: 'string' | 'number' | 'boolean' | 'array' | 'object';
+    description: string;
+    required: boolean;
+    default?: unknown;
+    enum?: string[];
+}
+/**
+ * Prompt template definition
+ */
+export interface PromptTemplate {
+    id: string;
+    title: string;
+    description: string;
+    category: 'people' | 'companies' | 'deals' | 'lists' | 'notes' | 'general';
+    parameters: PromptParameter[];
+    template: string;
+}
+/**
+ * Prompt execution request
+ */
+export interface PromptExecutionRequest {
+    parameters: Record<string, unknown>;
+}
+/**
+ * Prompt execution response
+ */
+export interface PromptExecutionResponse {
+    success: boolean;
+    result?: unknown;
+    error?: string;
+}
+/**
+ * Prompt list response
+ */
+export interface PromptListResponse {
+    prompts: PromptTemplate[];
+}
+/**
+ * Prompt categories response
+ */
+export interface PromptCategoriesResponse {
+    categories: string[];
+}
+//# sourceMappingURL=types.d.ts.map

package/dist/prompts/types.d.ts.map

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package/dist/prompts/types.js

@@ -0,0 +1,5 @@
+/**
+ * Type definitions for MCP Prompts
+ */
+export {};
+//# sourceMappingURL=types.js.map

package/dist/prompts/types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/prompts/types.ts"],"names":[],"mappings":"AAAA;;GAEG"}

package/dist/prompts/v1/add-to-list.v1.d.ts

@@ -0,0 +1,38 @@
+/**
+ * Add to List v1 Prompt
+ *
+ * Add person/company/deal(s) to a chosen List by exact name or ID.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for add_to_list.v1
+ */
+export declare const AddToListArgs: z.ZodObject<{
+    records: z.ZodString;
+    list: z.ZodString;
+    dry_run: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+}, "strip", z.ZodTypeAny, {
+    records: string;
+    list: string;
+    dry_run: boolean;
+}, {
+    records: string;
+    list: string;
+    dry_run?: boolean | undefined;
+}>;
+export type AddToListArgsType = z.infer<typeof AddToListArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const addToListArguments: PromptArgument[];
+/**
+ * Build prompt messages for adding to list
+ */
+export declare function buildAddToListMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const addToListPrompt: PromptV1Definition;
+export default addToListPrompt;
+//# sourceMappingURL=add-to-list.v1.d.ts.map

package/dist/prompts/v1/add-to-list.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/add-to-list.v1.js

@@ -0,0 +1,91 @@
+/**
+ * Add to List v1 Prompt
+ *
+ * Add person/company/deal(s) to a chosen List by exact name or ID.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for add_to_list.v1
+ */
+export const AddToListArgs = z.object({
+    records: z
+        .string()
+        .min(3)
+        .describe('Comma-separated record URLs, IDs, or "search:<query>"'),
+    list: z.string().min(2).describe('List name or ID to add records to'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const addToListArguments = [
+    {
+        name: 'records',
+        description: 'Comma-separated records or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'list',
+        description: 'List name or ID',
+        required: true,
+        schema: z.string().min(2),
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for adding to list
+ */
+export function buildAddToListMessages(args) {
+    const validated = AddToListArgs.parse(args);
+    const instructions = `You are a CRM assistant. Add records to list "${validated.list}".
+
+Steps:
+1. Resolve records: Parse "${validated.records}" (comma-separated). For each:
+   - If URL or ID: use directly
+   - If starts with "search:": call \`records_query\` to resolve
+   If ambiguous, disambiguate with user.
+
+2. Resolve list: If "${validated.list}" is not a UUID, call \`lists.list\` to find list by name (exact match).
+
+3. Call \`lists.add_entries\` (or \`entries.create\`) with:
+   - List ID from step 2
+   - Record IDs from step 1 (array)
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool call as JSON only. Do NOT execute write.' : 'Execute the list addition after showing proposed action.'}
+
+Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const addToListPrompt = {
+    metadata: {
+        name: 'add_to_list.v1',
+        title: 'Add records to list',
+        description: 'Add person/company/deal(s) to a chosen List by exact name or ID.',
+        category: 'workflow',
+        version: 'v1',
+    },
+    arguments: addToListArguments,
+    buildMessages: buildAddToListMessages,
+    tokenBudget: 300, // Per spec
+};
+export default addToListPrompt;
+//# sourceMappingURL=add-to-list.v1.js.map

package/dist/prompts/v1/add-to-list.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/advance-deal.v1.d.ts

@@ -0,0 +1,41 @@
+/**
+ * Advance Deal v1 Prompt
+ *
+ * Move a deal to a target stage with optional next action + task creation.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for advance_deal.v1
+ */
+export declare const AdvanceDealArgs: z.ZodObject<{
+    deal: z.ZodString;
+    target_stage: z.ZodString;
+    create_task: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+    dry_run: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+}, "strip", z.ZodTypeAny, {
+    deal: string;
+    dry_run: boolean;
+    target_stage: string;
+    create_task: boolean;
+}, {
+    deal: string;
+    target_stage: string;
+    dry_run?: boolean | undefined;
+    create_task?: boolean | undefined;
+}>;
+export type AdvanceDealArgsType = z.infer<typeof AdvanceDealArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const advanceDealArguments: PromptArgument[];
+/**
+ * Build prompt messages for advancing deal
+ */
+export declare function buildAdvanceDealMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const advanceDealPrompt: PromptV1Definition;
+export default advanceDealPrompt;
+//# sourceMappingURL=advance-deal.v1.d.ts.map

package/dist/prompts/v1/advance-deal.v1.d.ts.map

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package/dist/prompts/v1/advance-deal.v1.js

@@ -0,0 +1,100 @@
+/**
+ * Advance Deal v1 Prompt
+ *
+ * Move a deal to a target stage with optional next action + task creation.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for advance_deal.v1
+ */
+export const AdvanceDealArgs = z.object({
+    deal: z.string().min(3).describe('Deal URL, ID, or "search:<query>"'),
+    target_stage: z
+        .string()
+        .min(2)
+        .describe('Target stage name (e.g., "Qualified", "Proposal Sent")'),
+    create_task: z
+        .boolean()
+        .optional()
+        .default(false)
+        .describe('Create a next-action task after advancing'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const advanceDealArguments = [
+    {
+        name: 'deal',
+        description: 'Deal URL, ID, or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'target_stage',
+        description: 'Target stage name',
+        required: true,
+        schema: z.string().min(2),
+    },
+    {
+        name: 'create_task',
+        description: 'Create next-action task (default false)',
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for advancing deal
+ */
+export function buildAdvanceDealMessages(args) {
+    const validated = AdvanceDealArgs.parse(args);
+    const instructions = `You are a CRM assistant. Advance deal "${validated.deal}" to stage "${validated.target_stage}".
+
+Steps:
+1. Resolve deal: If starts with "search:", call \`records_query\` to find one deal. If multiple matches, disambiguate.
+
+2. Call \`deals.update\` (or \`records.update\` for object='deals') with:
+   - Record ID from step 1
+   - stage: "${validated.target_stage}"
+
+3. ${validated.create_task ? 'Suggest a concrete next-action task based on the new stage and, only on approval, call `tasks.create`.' : 'No follow-up task needed.'}
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool calls as JSON only. Do NOT execute writes.' : 'Execute the stage change after showing proposed action.'}
+
+Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const advanceDealPrompt = {
+    metadata: {
+        name: 'advance_deal.v1',
+        title: 'Advance a deal stage',
+        description: 'Move a deal to a target stage with optional next action + task creation.',
+        category: 'workflow',
+        version: 'v1',
+    },
+    arguments: advanceDealArguments,
+    buildMessages: buildAdvanceDealMessages,
+    tokenBudget: 350, // Per spec
+};
+export default advanceDealPrompt;
+//# sourceMappingURL=advance-deal.v1.js.map

package/dist/prompts/v1/advance-deal.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/company-search.v1.d.ts

@@ -0,0 +1,44 @@
+/**
+ * Company Search v1 Prompt
+ *
+ * Query companies by domain, plan, segment with slim fields for decisioning.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for company_search.v1
+ */
+export declare const CompanySearchArgs: z.ZodObject<{
+    format: z.ZodDefault<z.ZodOptional<z.ZodEnum<["table", "json", "ids"]>>>;
+    fields_preset: z.ZodDefault<z.ZodOptional<z.ZodEnum<["sales_short", "full"]>>>;
+    verbosity: z.ZodDefault<z.ZodOptional<z.ZodEnum<["brief", "normal"]>>>;
+    query: z.ZodString;
+    limit: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
+}, "strip", z.ZodTypeAny, {
+    limit: number;
+    format: "json" | "ids" | "table";
+    query: string;
+    fields_preset: "sales_short" | "full";
+    verbosity: "brief" | "normal";
+}, {
+    query: string;
+    limit?: number | undefined;
+    format?: "json" | "ids" | "table" | undefined;
+    fields_preset?: "sales_short" | "full" | undefined;
+    verbosity?: "brief" | "normal" | undefined;
+}>;
+export type CompanySearchArgsType = z.infer<typeof CompanySearchArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const companySearchArguments: PromptArgument[];
+/**
+ * Build prompt messages for company search
+ */
+export declare function buildCompanySearchMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const companySearchPrompt: PromptV1Definition;
+export default companySearchPrompt;
+//# sourceMappingURL=company-search.v1.d.ts.map

package/dist/prompts/v1/company-search.v1.d.ts.map

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package/dist/prompts/v1/company-search.v1.js

@@ -0,0 +1,114 @@
+/**
+ * Company Search v1 Prompt
+ *
+ * Query companies by domain, plan, segment with slim fields for decisioning.
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+import { SEARCH_DEFAULTS, PAGINATION } from './constants.js';
+/**
+ * Argument schema for company_search.v1
+ */
+export const CompanySearchArgs = z.object({
+    query: z
+        .string()
+        .min(3)
+        .describe("Search query (e.g., 'fintech companies in SF with >100 employees')"),
+    limit: z
+        .number()
+        .int()
+        .min(1)
+        .max(SEARCH_DEFAULTS.maxLimit)
+        .optional()
+        .default(SEARCH_DEFAULTS.limit)
+        .describe(`Maximum results to return (default ${SEARCH_DEFAULTS.limit}, max ${SEARCH_DEFAULTS.maxLimit})`),
+    ...UniversalReadArgs,
+});
+/**
+ * Argument definitions for registration
+ */
+export const companySearchArguments = [
+    {
+        name: 'query',
+        description: "E.g., 'fintech companies in SF'",
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'limit',
+        description: `Default ${SEARCH_DEFAULTS.limit} (max ${SEARCH_DEFAULTS.maxLimit})`,
+        required: false,
+        schema: z.number().int().min(1).max(SEARCH_DEFAULTS.maxLimit),
+        default: SEARCH_DEFAULTS.limit,
+    },
+    {
+        name: 'format',
+        description: 'table | json | ids (default table)',
+        required: false,
+        schema: z.enum(['table', 'json', 'ids']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for company search
+ */
+export function buildCompanySearchMessages(args) {
+    const validated = CompanySearchArgs.parse(args);
+    const instructions = `Call \`records_query\` for object='companies' with filters derived from "${validated.query}".
+
+Output format=${validated.format}:
+- If table: Markdown table with columns: id, name, domain, industry, employee_count, region, owner (max ${validated.limit} rows)
+- If json: Structured array with same fields
+- If ids: Comma-separated list of record IDs only
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Only id, name, domain, industry, employee_count, region, owner (token-efficient)
+- full: Include all available fields
+
+Verbosity=${validated.verbosity}:
+- brief: No preamble, just the data
+- normal: Brief context + data
+
+Include a "Next actions" section with inline tools for analysis/outreach.
+Append "${PAGINATION.moreAvailableText}" when results exceed ${validated.limit}.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const companySearchPrompt = {
+    metadata: {
+        name: 'company_search.v1',
+        title: 'Find companies',
+        description: 'Query companies by domain, plan, segment with slim fields. Returns compact table with id, name, domain, industry, employee_count.',
+        category: 'search',
+        version: 'v1',
+    },
+    arguments: companySearchArguments,
+    buildMessages: buildCompanySearchMessages,
+    tokenBudget: 500, // Per spec
+};
+export default companySearchPrompt;
+//# sourceMappingURL=company-search.v1.js.map

package/dist/prompts/v1/company-search.v1.js.map

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