@l4yercak3/cli 1.3.1 → 2.0.0-alpha.0

package/src/mcp/registry/domains/crm.js

@@ -1,591 +0,0 @@
-/**
- * CRM Domain Tools
- *
- * Customer Relationship Management tools for contacts, organizations,
- * pipelines, notes, and activities.
- *
- * @module mcp/registry/domains/crm
- */
-
-const backendClient = require('../../../api/backend-client');
-
-/**
- * CRM domain definition
- */
-module.exports = {
-  name: 'crm',
-  description: 'Customer Relationship Management - contacts, organizations, pipelines',
-  tools: [
-    // ========================================
-    // Contact Tools
-    // ========================================
-    {
-      name: 'l4yercak3_crm_list_contacts',
-      description: `List contacts from the CRM with optional filtering.
-Use this to retrieve contacts for the user's organization.
-
-Returns contacts with their details including name, email, phone, and custom fields.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          limit: {
-            type: 'number',
-            description: 'Max contacts to return (default 50, max 100)',
-          },
-          subtype: {
-            type: 'string',
-            enum: ['customer', 'lead', 'prospect', 'partner'],
-            description: 'Filter by contact type',
-          },
-          status: {
-            type: 'string',
-            enum: ['active', 'inactive', 'unsubscribed', 'archived'],
-            description: 'Filter by status',
-          },
-          search: {
-            type: 'string',
-            description: 'Search by name or email',
-          },
-        },
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:read'],
-      handler: async (params, authContext) => {
-        // Build query params
-        const queryParams = new URLSearchParams();
-        if (params.limit) queryParams.set('limit', Math.min(params.limit, 100));
-        if (params.subtype) queryParams.set('subtype', params.subtype);
-        if (params.status) queryParams.set('status', params.status);
-        if (params.search) queryParams.set('search', params.search);
-
-        const response = await backendClient.request(
-          'GET',
-          `/api/v1/crm/contacts?organizationId=${authContext.organizationId}&${queryParams.toString()}`
-        );
-
-        return {
-          contacts: (response.contacts || []).map(contact => ({
-            id: contact._id,
-            name: contact.name,
-            email: contact.customProperties?.email,
-            phone: contact.customProperties?.phone,
-            company: contact.customProperties?.company,
-            jobTitle: contact.customProperties?.jobTitle,
-            subtype: contact.subtype,
-            status: contact.status,
-            tags: contact.customProperties?.tags || [],
-            createdAt: contact.createdAt,
-          })),
-          total: response.total || (response.contacts || []).length,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_create_contact',
-      description: `Create a new contact in the CRM.
-Use this to add a customer, lead, or prospect to the user's CRM.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          firstName: {
-            type: 'string',
-            description: 'Contact first name',
-          },
-          lastName: {
-            type: 'string',
-            description: 'Contact last name',
-          },
-          email: {
-            type: 'string',
-            description: 'Email address',
-          },
-          phone: {
-            type: 'string',
-            description: 'Phone number',
-          },
-          company: {
-            type: 'string',
-            description: 'Company name',
-          },
-          jobTitle: {
-            type: 'string',
-            description: 'Job title',
-          },
-          subtype: {
-            type: 'string',
-            enum: ['customer', 'lead', 'prospect', 'partner'],
-            description: 'Contact type (default: lead)',
-          },
-          tags: {
-            type: 'array',
-            items: { type: 'string' },
-            description: 'Tags to apply to the contact',
-          },
-          notes: {
-            type: 'string',
-            description: 'Initial notes about the contact',
-          },
-        },
-        required: ['firstName', 'lastName', 'email'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        const response = await backendClient.request('POST', '/api/v1/crm/contacts', {
-          organizationId: authContext.organizationId,
-          firstName: params.firstName,
-          lastName: params.lastName,
-          email: params.email,
-          phone: params.phone,
-          company: params.company,
-          jobTitle: params.jobTitle,
-          subtype: params.subtype || 'lead',
-          tags: params.tags || [],
-          notes: params.notes,
-          source: 'mcp', // Track that this came from MCP
-        });
-
-        return {
-          success: true,
-          contactId: response.contactId || response.id,
-          message: `Created contact: ${params.firstName} ${params.lastName}`,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_get_contact',
-      description: `Get detailed information about a specific contact.
-Use this to retrieve full details including activities and notes.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID to retrieve',
-          },
-          includeActivities: {
-            type: 'boolean',
-            description: 'Include recent activities (default: false)',
-          },
-          includeNotes: {
-            type: 'boolean',
-            description: 'Include notes (default: false)',
-          },
-        },
-        required: ['contactId'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:read'],
-      handler: async (params, authContext) => {
-        const queryParams = new URLSearchParams();
-        if (params.includeActivities) queryParams.set('includeActivities', 'true');
-        if (params.includeNotes) queryParams.set('includeNotes', 'true');
-
-        const response = await backendClient.request(
-          'GET',
-          `/api/v1/crm/contacts/${params.contactId}?${queryParams.toString()}`
-        );
-
-        const contact = response.contact || response;
-
-        return {
-          id: contact._id,
-          name: contact.name,
-          firstName: contact.customProperties?.firstName,
-          lastName: contact.customProperties?.lastName,
-          email: contact.customProperties?.email,
-          phone: contact.customProperties?.phone,
-          company: contact.customProperties?.company,
-          jobTitle: contact.customProperties?.jobTitle,
-          subtype: contact.subtype,
-          status: contact.status,
-          address: contact.customProperties?.address,
-          tags: contact.customProperties?.tags || [],
-          notes: contact.customProperties?.notes,
-          source: contact.customProperties?.source,
-          activities: response.activities || [],
-          createdAt: contact.createdAt,
-          updatedAt: contact.updatedAt,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_update_contact',
-      description: `Update an existing contact.
-Use this to modify contact information.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID to update',
-          },
-          firstName: { type: 'string', description: 'New first name' },
-          lastName: { type: 'string', description: 'New last name' },
-          email: { type: 'string', description: 'New email' },
-          phone: { type: 'string', description: 'New phone' },
-          company: { type: 'string', description: 'New company' },
-          jobTitle: { type: 'string', description: 'New job title' },
-          subtype: {
-            type: 'string',
-            enum: ['customer', 'lead', 'prospect', 'partner'],
-          },
-          status: {
-            type: 'string',
-            enum: ['active', 'inactive', 'unsubscribed'],
-          },
-          tags: { type: 'array', items: { type: 'string' } },
-        },
-        required: ['contactId'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        const { contactId, ...updates } = params;
-
-        await backendClient.request('PATCH', `/api/v1/crm/contacts/${contactId}`, {
-          updates,
-        });
-
-        return {
-          success: true,
-          contactId,
-          message: 'Contact updated successfully',
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_delete_contact',
-      description: `Delete a contact from the CRM.
-This performs a soft delete - the contact can be restored.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID to delete',
-          },
-        },
-        required: ['contactId'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        await backendClient.request('DELETE', `/api/v1/crm/contacts/${params.contactId}`);
-
-        return {
-          success: true,
-          message: 'Contact deleted successfully',
-        };
-      },
-    },
-
-    // ========================================
-    // Organization Tools (CRM Organizations, not platform orgs)
-    // ========================================
-    {
-      name: 'l4yercak3_crm_list_organizations',
-      description: `List CRM organizations (companies/businesses tracked in CRM).
-These are customer companies, not L4YERCAK3 platform organizations.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          limit: {
-            type: 'number',
-            description: 'Max organizations to return (default 50)',
-          },
-          subtype: {
-            type: 'string',
-            enum: ['customer', 'prospect', 'partner', 'sponsor'],
-            description: 'Filter by organization type',
-          },
-          status: {
-            type: 'string',
-            enum: ['active', 'inactive', 'archived'],
-            description: 'Filter by status',
-          },
-        },
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:read'],
-      handler: async (params, authContext) => {
-        const queryParams = new URLSearchParams();
-        queryParams.set('organizationId', authContext.organizationId);
-        if (params.limit) queryParams.set('limit', Math.min(params.limit, 100));
-        if (params.subtype) queryParams.set('subtype', params.subtype);
-        if (params.status) queryParams.set('status', params.status);
-
-        const response = await backendClient.request(
-          'GET',
-          `/api/v1/crm/organizations?${queryParams.toString()}`
-        );
-
-        return {
-          organizations: (response.organizations || []).map(org => ({
-            id: org._id,
-            name: org.name,
-            website: org.customProperties?.website,
-            industry: org.customProperties?.industry,
-            size: org.customProperties?.size,
-            subtype: org.subtype,
-            status: org.status,
-            contactCount: org.contactCount || 0,
-          })),
-          total: response.total || (response.organizations || []).length,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_create_organization',
-      description: `Create a new CRM organization (company/business).
-Use this to track a customer company in the CRM.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          name: {
-            type: 'string',
-            description: 'Organization name',
-          },
-          website: {
-            type: 'string',
-            description: 'Website URL',
-          },
-          industry: {
-            type: 'string',
-            description: 'Industry (e.g., Technology, Healthcare)',
-          },
-          size: {
-            type: 'string',
-            enum: ['1-10', '11-50', '51-200', '201-500', '501+'],
-            description: 'Company size',
-          },
-          subtype: {
-            type: 'string',
-            enum: ['customer', 'prospect', 'partner', 'sponsor'],
-            description: 'Organization type (default: prospect)',
-          },
-          phone: { type: 'string', description: 'Main phone number' },
-          address: {
-            type: 'object',
-            properties: {
-              street: { type: 'string' },
-              city: { type: 'string' },
-              state: { type: 'string' },
-              postalCode: { type: 'string' },
-              country: { type: 'string' },
-            },
-            description: 'Address',
-          },
-          taxId: { type: 'string', description: 'Tax ID / VAT number' },
-        },
-        required: ['name'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        const response = await backendClient.request('POST', '/api/v1/crm/organizations', {
-          organizationId: authContext.organizationId,
-          name: params.name,
-          website: params.website,
-          industry: params.industry,
-          size: params.size,
-          subtype: params.subtype || 'prospect',
-          phone: params.phone,
-          address: params.address,
-          taxId: params.taxId,
-        });
-
-        return {
-          success: true,
-          crmOrganizationId: response.crmOrganizationId || response.id,
-          message: `Created CRM organization: ${params.name}`,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_get_organization',
-      description: `Get detailed information about a CRM organization.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          crmOrganizationId: {
-            type: 'string',
-            description: 'The CRM organization ID',
-          },
-          includeContacts: {
-            type: 'boolean',
-            description: 'Include linked contacts (default: false)',
-          },
-        },
-        required: ['crmOrganizationId'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:read'],
-      handler: async (params, authContext) => {
-        const queryParams = new URLSearchParams();
-        if (params.includeContacts) queryParams.set('includeContacts', 'true');
-
-        const response = await backendClient.request(
-          'GET',
-          `/api/v1/crm/organizations/${params.crmOrganizationId}?${queryParams.toString()}`
-        );
-
-        const org = response.organization || response;
-
-        return {
-          id: org._id,
-          name: org.name,
-          website: org.customProperties?.website,
-          industry: org.customProperties?.industry,
-          size: org.customProperties?.size,
-          subtype: org.subtype,
-          status: org.status,
-          phone: org.customProperties?.phone,
-          address: org.customProperties?.address,
-          taxId: org.customProperties?.taxId,
-          billingEmail: org.customProperties?.billingEmail,
-          contacts: response.contacts || [],
-          createdAt: org.createdAt,
-          updatedAt: org.updatedAt,
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_link_contact_to_organization',
-      description: `Link a contact to a CRM organization.
-Use this to associate a contact with a company they work for.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID',
-          },
-          crmOrganizationId: {
-            type: 'string',
-            description: 'The CRM organization ID',
-          },
-          jobTitle: {
-            type: 'string',
-            description: 'Job title at this organization',
-          },
-          isPrimaryContact: {
-            type: 'boolean',
-            description: 'Whether this is the primary contact for the org',
-          },
-          department: {
-            type: 'string',
-            description: 'Department within the organization',
-          },
-        },
-        required: ['contactId', 'crmOrganizationId'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        await backendClient.request('POST', '/api/v1/crm/contact-organization-links', {
-          contactId: params.contactId,
-          crmOrganizationId: params.crmOrganizationId,
-          jobTitle: params.jobTitle,
-          isPrimaryContact: params.isPrimaryContact || false,
-          department: params.department,
-        });
-
-        return {
-          success: true,
-          message: 'Contact linked to organization successfully',
-        };
-      },
-    },
-
-    // ========================================
-    // Activity Tools
-    // ========================================
-    {
-      name: 'l4yercak3_crm_add_note',
-      description: `Add a note to a contact.
-Use this to record information or interactions with a contact.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID',
-          },
-          content: {
-            type: 'string',
-            description: 'Note content (supports markdown)',
-          },
-        },
-        required: ['contactId', 'content'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        await backendClient.request('POST', `/api/v1/crm/contacts/${params.contactId}/notes`, {
-          content: params.content,
-        });
-
-        return {
-          success: true,
-          message: 'Note added to contact',
-        };
-      },
-    },
-
-    {
-      name: 'l4yercak3_crm_log_activity',
-      description: `Log an activity for a contact (call, email, meeting, etc.).
-Use this to track interactions with contacts.`,
-      inputSchema: {
-        type: 'object',
-        properties: {
-          contactId: {
-            type: 'string',
-            description: 'The contact ID',
-          },
-          type: {
-            type: 'string',
-            enum: ['call', 'email', 'meeting', 'note', 'task', 'other'],
-            description: 'Activity type',
-          },
-          summary: {
-            type: 'string',
-            description: 'Brief summary of the activity',
-          },
-          details: {
-            type: 'string',
-            description: 'Detailed description',
-          },
-          scheduledAt: {
-            type: 'string',
-            description: 'ISO datetime for scheduled activities',
-          },
-        },
-        required: ['contactId', 'type', 'summary'],
-      },
-      requiresAuth: true,
-      requiredPermissions: ['contacts:write'],
-      handler: async (params, authContext) => {
-        await backendClient.request('POST', `/api/v1/crm/contacts/${params.contactId}/activities`, {
-          type: params.type,
-          summary: params.summary,
-          details: params.details,
-          scheduledAt: params.scheduledAt,
-        });
-
-        return {
-          success: true,
-          message: `${params.type} activity logged for contact`,
-        };
-      },
-    },
-  ],
-};