@lionchat/mcp-server 0.5.8 → 0.5.11

package/dist/docs/instructions.md

@@ -129,7 +129,7 @@ Antes de criar um `custom_attribute`, cheque se a feature já tem campo NATIVO:
 |---|---|---|
 | Motivos de Ganho/Perda | `kanban_config.win_reasons` / `loss_reasons` | ❌ |
 | Checklist reusável | `kanban_config.checklist_templates` | ❌ |
-| Automação ganho→outro funil | `funnel.settings.automations` action `duplicate_to_funnel` | ❌ |
+| Automação ganho→outro funil | `funnel.settings.automations` action `duplicate_item` | ❌ |
 | Tag transversal | `Label` | ❌ |
 
 Mais em `lionchat://docs/glossary` → "Quando usar campo nativo vs custom_attribute".

package/dist/docs/resources/best-practices.md

@@ -261,6 +261,57 @@ Pra dados fixos que se repetem (slogans, endereços, horários):
 
 Nunca hard-code esses dados em respostas geradas.
 
+## Variável dinâmica: atributo do contato escolhe a variável da conta (2026-07)
+
+Receita pra quando a mensagem precisa puxar um valor que DEPENDE de um campo do contato.
+Exemplo clássico: contato tem `unidade_de_atendimento` (Sorocaba) e a mensagem deve trazer
+o endereço DAQUELA unidade sem o atendente escolher nada.
+
+A técnica é busca indireta (indirect lookup) em Liquid: montar o NOME da variável da conta
+usando o VALOR do atributo do contato e buscar por colchete `account.custom_attribute[chave]`.
+
+### Peças a criar (todas têm tool no MCP)
+
+1. Atributo de contato tipo lista (`custom_attributes_create`): ex. `unidade_de_atendimento`
+   com valores `sorocaba`, `tatuape`... (slugs limpos: sem acento, sem espaço).
+2. Uma variável da conta por opção (`account_variables_create`), nomeada `prefixo_` + valor:
+   `endereco_sorocaba`, `endereco_tatuape`...
+3. Resposta pronta (`canned_responses_create`) usando a sintaxe abaixo.
+
+### Sintaxe que funciona
+
+```text
+Seu atendimento será na unidade {{contact.custom_attribute.unidade_de_atendimento}}.
+Endereço: {% assign chave = "endereco_" | append: contact.custom_attribute.unidade_de_atendimento | downcase %}{% echo account.custom_attribute[chave] %}
+```
+
+### Regras críticas (confirmadas no código)
+
+- A parte dinâmica DEVE usar `{% assign %}` + `{% echo %}` (tags `{% %}`), NUNCA `{{ }}`:
+  a caixa de mensagem substitui/apaga `{{ }}` desconhecido antes de enviar; tags `{% %}`
+  passam intactas e o backend (Liquid 5) resolve na criação da mensagem.
+- Variáveis simples conhecidas (ex. `{{contact.custom_attribute.unidade_de_atendimento}}`)
+  podem ficar em `{{ }}` normalmente.
+- Casamento da chave: o valor do atributo, em minúsculo, precisa bater EXATAMENTE com o
+  final do nome da variável da conta (`sorocaba` -> `endereco_sorocaba`). Por isso os
+  valores da lista devem ser slugs sem acento/espaço. O `| downcase` cobre maiúsculas,
+  mas NÃO remove acento nem espaço.
+- NÃO envolva o trecho Liquid em crase/backticks: código entre crases vira `{% raw %}`
+  (não processa) — a mensagem sairia com o código literal.
+- Variável da conta tipo `secret` sai VAZIA em mensagem (bloqueio de segurança; só resolve
+  em nó API Request do FlowBuilder).
+- Onde resolve: mensagens outgoing, respostas prontas, campanhas e automações. NÃO resolve
+  nas instruções do AI Agente.
+- Se a chave montada não existir, o `{% echo %}` sai vazio (sem erro). Teste com um contato
+  de cada valor da lista antes de entregar.
+
+### Padrão geral (serve pra qualquer caso)
+
+- Atributo do contato = o seletor (unidade, plano, cidade...).
+- Variáveis da conta = a tabela de valores (`endereco_X`, `preco_X`, `link_X`...).
+- Mensagem monta a chave: `"prefixo_" | append: valor_do_contato | downcase` e busca com
+  `account.custom_attribute[chave]`.
+
 ## Templates WhatsApp com variáveis do sistema (auto-preenchimento) (2026-06)
 
 Ao criar/editar um template WhatsApp (`inboxes_whatsapp_templates_create` / `_create_2`), o corpo usa
@@ -437,7 +488,7 @@ LionChat tem vários conceitos com modelos próprios na plataforma. Custom attri
 |---|---|---|
 | Motivo de Ganho/Perda do card | criar custom_attribute "Motivo de Ganho" | popular `kanban_config.win_reasons` |
 | Checklist reusável em vários cards | criar custom_attribute lista | popular `kanban_config.checklist_templates` + automação `apply_checklist_template` |
-| Automação "ao Ganhar → criar card noutro funil" | regra AutomationRule complexa | popular `funnel.settings.automations` com `action: duplicate_to_funnel` |
+| Automação "ao Ganhar → criar card noutro funil" | regra AutomationRule complexa | popular `funnel.settings.automations` com `action: duplicate_item` |
 | Atributo em todo card | criar 1 custom_attribute pra cada funil | popular `kanban_config.global_custom_attributes` (vale pra todos) |
 | Cadastrar CPF do contato | usar campo do funil | criar `custom_attribute_definitions` model=contact_attribute |
 | Tag "cliente residencial" | criar custom_attribute | criar `Label` |

package/dist/docs/resources/flowbuilder-design-guide.md

@@ -243,7 +243,7 @@ No editor visual esses destinos só aparecem quando a validação bate (computed
 | `is_number` / `is_letter` / `is_email` / `is_phone` | validação de formato |
 | `regex` | padrão regex em `value` |
 | `equal_any` / `not_equal_any` / `contains_any` | multi-valor (usa `values` array) |
-| `business_hours` / `outside_business_hours` | horário comercial |
+| `business_hours` / `outside_business_hours` | horário comercial (par: dentro/fora). `business_hours` aceita `start_hour`/`end_hour` (0-23), `days` (array 0=Dom..6=Sab, ausente=todos) e **`timezone`** (IANA, ex.: `America/Sao_Paulo` — default se ausente). **REGRA:** a saída `outside_business_hours` HERDA `start_hour`/`end_hour`/`days`/`timezone` da `business_hours` ANTERIOR no array — pode deixá-los ausentes na "fora" (o backend preenche). O horário é avaliado no `timezone` (não em UTC) |
 | `can_reply` / `can_reply_closed` | janela 24h aberta/fechada |
 | `conversation_has_agent` / `conversation_no_agent` / `conversation_not_agent` | agente atribuído |
 | `contact_has_label` / `contact_no_label` / `conversation_has_label` / `conversation_no_label` | labels |

package/dist/docs/resources/kanban-deep-dive.md

@@ -350,7 +350,7 @@ Existem **dois sistemas paralelos** de automação. Não confundir.
 
 ### Sistema 1: `funnel.settings.automations` — DENTRO de um funil específico
 
-Automações que rodam ao mudar o STATUS de um card (Ganho/Perdido) ou criar card. Atuam sobre o card e podem mover/duplicar entre funis. **Configurado por funil**, dentro de `funnel.settings.automations`.
+Automações que rodam ao criar um card, mover de etapa ou mudar o STATUS (Ganho/Perdido). Atuam sobre o card e podem mover/duplicar entre funis. **Configurado por funil**, dentro de `funnel.settings.automations`.
 
 ```json
 PUT /api/v1/accounts/43/funnels/43
@@ -361,22 +361,23 @@ PUT /api/v1/accounts/43/funnels/43
         {
           "id": "automation_1776517249424",
           "enabled": true,
-          "trigger_type": "status_changed",
+          "trigger_type": "status_change",
           "trigger_value": "won",
-          "action": "duplicate_to_funnel",
+          "action": "duplicate_item",
           "action_config": {
-            "target_funnel_id": 44,
-            "target_stage": "agendar_instalacao"
+            "funnel_id": 44,
+            "stage": "agendar_instalacao"
           }
         },
         {
+          "id": "automation_1776517249425",
+          "enabled": true,
           "trigger_type": "card_created",
           "trigger_value": "card_created",
           "action": "apply_checklist_template",
           "action_config": {
             "template_id": "ct-onboarding-001"
-          },
-          "enabled": true
+          }
         }
       ]
     }
@@ -384,10 +385,35 @@ PUT /api/v1/accounts/43/funnels/43
 }
 ```
 
-**Triggers:** `card_created`, `status_changed` (com `trigger_value: "won" | "lost"`), `stage_changed`.
-**Ações:** `duplicate_to_funnel` (criar card noutro funil), `apply_checklist_template`, `assign_agent`, `send_message`, `set_priority`.
+**Triggers (`trigger_type` + `trigger_value` — SEMPRE preencher os dois):**
+
+| trigger_type | trigger_value |
+|---|---|
+| `card_created` | `"card_created"` (literal — NUNCA vazio) |
+| `status_change` | `"won"` ou `"lost"` |
+| `stage_moved` | chave da etapa de DESTINO no hash `funnel.stages` (ex. `"agendar_instalacao"` — a chave, NÃO o campo `id` interno) |
+
+**Ações (`action` + `action_config`):**
 
-Use para: "ao ganhar um card de Vendas → criar automaticamente em Pós-Venda na etapa Agendar Instalação".
+| action | action_config | Observação |
+|---|---|---|
+| `move_to_stage` | `{stage}` | NUNCA executa com trigger `stage_moved` (anti-loop do backend) |
+| `assign_agent` | `{agent_id}` | Agente precisa ter acesso ao funil, senão é ignorado |
+| `create_note` | `{note_text}` | Cria nota no card com autor "Sistema" |
+| `notify_team` | `{message}` | HOJE só registra em log interno — não notifica ninguém de verdade |
+| `duplicate_item` | `{funnel_id, stage}` | Cria cópia noutro funil/etapa; título ganha sufixo "(cópia)" |
+| `send_webhook` | `{webhook_url}` | POST com payload completo do card (fire-and-forget) |
+| `apply_checklist_template` | `{template_id}` | Template de `kanban_config.checklist_templates`; aditivo (appenda) |
+| `update_checklist` | `{checklist_updates: [{checklist_item_id, completed, text}]}` | Não aparece na UI — só via API |
+
+**Regras críticas (gravar diferente disso = automação perdida ou morta):**
+
+- `trigger_value` vazio ou `enabled: false` → a UI DESCARTA a automação no próximo "Salvar" do usuário. Nunca grave automação desabilitada "pra ativar depois".
+- Nomes de trigger/action fora das tabelas acima (ex.: `status_changed`, `duplicate_to_funnel`, `send_message`, `set_priority` — NÃO existem) são salvos mas NUNCA disparam, sem erro nenhum.
+- `id` no formato `automation_<timestamp_ms>` — a UI usa pra editar/remover a automação.
+- Trigger `card_created` + ação `duplicate_item` funciona (backend tem anti-loop), mas a UI esconde essa combinação.
+
+Use para: "ao ganhar um card de Vendas → criar automaticamente em Pós-Venda na etapa Agendar Instalação" (`status_change`/`won` + `duplicate_item`).
 
 ### Sistema 2: AutomationRule global — eventos da conta
 

package/dist/tools.js

@@ -283,7 +283,7 @@ function registerListCategoriesTool(server, allEndpoints) {
 // Helps LLMs build correct flow_data without hitting trial-and-error on
 // node types, action keys, source handles, etc.
 function registerFlowsSchemaReferenceTool(server) {
-    const reference = `LIONCHAT FLOW BUILDER — SCHEMA REFERENCE (atualizado 2026-06-16)
+    const reference = `LIONCHAT FLOW BUILDER — SCHEMA REFERENCE (atualizado 2026-07-03)
 
 flow_data tem o formato Vue Flow: { nodes: [...], edges: [...] }.
 
@@ -373,7 +373,9 @@ flow_data tem o formato Vue Flow: { nodes: [...], edges: [...] }.
   Operadores: equal/not_equal, contains/not_contains, starts_with/ends_with,
     is_empty/is_not_empty (NAO existe is_present/is_blank), greater_than/less_than,
     number_range ("min-max"), regex, equal_any/contains_any (values[]),
-    business_hours/outside_business_hours (campos opcionais days[0=dom..6=sab]/start_hour/end_hour),
+    business_hours/outside_business_hours (campos opcionais days[0=dom..6=sab]/start_hour/end_hour/timezone
+      IANA ex. America/Sao_Paulo; outside_business_hours HERDA days/start_hour/end_hour/timezone da
+      business_hours ANTERIOR no array — pode deixar ausentes que o backend preenche),
     can_reply/can_reply_closed, conversation_has_agent/no_agent,
     contact_has_label/conversation_has_label,
     kanban_exists/kanban_in_stage/kanban_won/kanban_lost, pagetrack_visited/pagetrack_event,

package/dist/tools.js.map

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package/endpoints.json

@@ -2381,7 +2381,7 @@
         "type": "object",
         "location": "body",
         "required": false,
-        "description": "Objeto de configuracoes do funil. Chaves: goals[], agents[] e automations[] (automacoes do funil). Cada automacao: {id, enabled, trigger_type: 'card_created'|'stage_moved'|'status_change', trigger_value (id da etapa p/ stage_moved; status p/ status_change; vazio p/ card_created), action: 'move_to_stage'|'assign_agent'|'create_note'|'update_checklist'|'apply_checklist_template'|'notify_team'|'duplicate_item'|'send_webhook', action_config: {} (ex.: move_to_stage->{stage}; assign_agent->{agent_id}; create_note->{note_text}; apply_checklist_template->{template_id}; notify_team->{message}; send_webhook->{webhook_url}; duplicate_item->{funnel_id,stage})}. ATENCAO: gravar settings SUBSTITUI o objeto inteiro — leia o funil (show) e reenvie settings completo (goals+agents+automations)."
+        "description": "Objeto de configuracoes do funil. Chaves: goals[], agents[] e automations[] (automacoes do funil). Cada automacao: {id (formato 'automation_<timestamp_ms>'), enabled: true, trigger_type: 'card_created'|'stage_moved'|'status_change', trigger_value SEMPRE preenchido ('card_created' literal p/ card_created; chave da etapa de destino no hash funnel.stages p/ stage_moved; 'won'|'lost' p/ status_change), action: 'move_to_stage'|'assign_agent'|'create_note'|'update_checklist'|'apply_checklist_template'|'notify_team'|'duplicate_item'|'send_webhook', action_config: {} (move_to_stage->{stage}; assign_agent->{agent_id}; create_note->{note_text}; update_checklist->{checklist_updates:[{checklist_item_id,completed,text}]}; apply_checklist_template->{template_id}; notify_team->{message}; send_webhook->{webhook_url}; duplicate_item->{funnel_id,stage})}. Regras: trigger_value vazio ou enabled=false fazem a UI descartar a automacao no proximo salvar do usuario; stage_moved + move_to_stage nunca executa (anti-loop); notify_team hoje so registra em log (nao notifica ninguem); update_checklist nao aparece na UI (so via API). ATENCAO: gravar settings SUBSTITUI o objeto inteiro — leia o funil (show) e reenvie settings completo (goals+agents+automations)."
       }
     ],
     "returns": "funil atualizado",
@@ -7163,7 +7163,7 @@
         "type": "string",
         "location": "body",
         "required": false,
-        "description": "Modo de atribuição de conversas no time"
+        "description": "Modo de atribuicao de conversas no time. Valores: 'online_only' (padrao — so atribui a agentes com status online no momento) ou 'include_offline' (rodizio entre TODOS os agentes do time, mesmo offline)."
       }
     ],
     "returns": "time/equipe criado (com novo ID)",
@@ -7217,7 +7217,7 @@
         "type": "string",
         "location": "body",
         "required": false,
-        "description": "Modo de atribuição de conversas no time"
+        "description": "Modo de atribuicao de conversas no time. Valores: 'online_only' (padrao — so atribui a agentes com status online no momento) ou 'include_offline' (rodizio entre TODOS os agentes do time, mesmo offline)."
       }
     ],
     "returns": "time/equipe atualizado",
@@ -12958,6 +12958,13 @@
         "required": false,
         "description": "Nome"
       },
+      {
+        "name": "description",
+        "type": "string",
+        "location": "body",
+        "required": false,
+        "description": "Nova descricao do cargo"
+      },
       {
         "name": "permissions",
         "type": "array",
@@ -19902,6 +19909,26 @@
       "lionchat_agents_create"
     ]
   },
+  {
+    "id": "lionchat_agents_list",
+    "method": "GET",
+    "path": "/api/v1/accounts/{account_id}/agents",
+    "title": "Listar Agentes",
+    "description": "Lista todos os agentes (usuarios) da conta. Retorna id, name, email, availability_status, confirmed, role (agent ou administrator) e, no Enterprise, custom_role_id (ID do cargo personalizado aplicado ao agente, ou null). Use para descobrir os IDs dos agentes antes de atualizar papel/cargo, reatribuir recursos ou auditar a equipe.",
+    "category": "Agentes",
+    "params": [],
+    "returns": "array de agentes (id, name, email, role, custom_role_id, availability_status, confirmed)",
+    "common_use_cases": [
+      "Descobrir o ID de um agente antes de atualizar ou remover",
+      "Auditar quem e administrador, agente puro ou tem cargo personalizado",
+      "Listar a equipe para aplicar um cargo personalizado em massa"
+    ],
+    "related_tools": [
+      "lionchat_agents_update",
+      "lionchat_agents_create",
+      "lionchat_custom_roles_list"
+    ]
+  },
   {
     "id": "lionchat_agents_create",
     "method": "POST",
@@ -19944,6 +19971,13 @@
         "location": "body",
         "required": false,
         "description": "Define se o agente fica offline automaticamente por inatividade"
+      },
+      {
+        "name": "custom_role_id",
+        "type": "integer",
+        "location": "body",
+        "required": false,
+        "description": "ID do cargo personalizado (custom role) a aplicar ja no convite. Requer Enterprise. Use lionchat_custom_roles_list para obter os IDs. Envie junto com role=agent (cargo personalizado e sempre nivel agente)."
       }
     ],
     "returns": "agente convidado (com novo ID)",
@@ -19957,12 +19991,38 @@
       "lionchat_agents_update"
     ]
   },
+  {
+    "id": "lionchat_agents_resend_invitation",
+    "method": "POST",
+    "path": "/api/v1/accounts/{account_id}/agents/{id}/resend_invitation",
+    "title": "Reenviar Convite do Agente",
+    "description": "Reenvia o e-mail de convite (confirmacao de acesso) para um agente que ainda nao confirmou a conta. Retorna erro se o agente ja estiver confirmado. Rate limit: 1 envio por minuto por agente (429 com retry_after se chamar cedo demais).",
+    "category": "Agentes",
+    "params": [
+      {
+        "name": "id",
+        "type": "integer",
+        "location": "path",
+        "required": true,
+        "description": "ID do agente"
+      }
+    ],
+    "returns": "message: sent + email do agente | 422 se ja confirmado | 429 se rate-limited",
+    "common_use_cases": [
+      "Agente novo nao recebeu ou perdeu o e-mail de convite",
+      "Reativar acesso de agente que nunca confirmou a conta"
+    ],
+    "related_tools": [
+      "lionchat_agents_list",
+      "lionchat_agents_create"
+    ]
+  },
   {
     "id": "lionchat_agents_update",
     "method": "PATCH",
     "path": "/api/v1/accounts/{account_id}/agents/{id}",
     "title": "Atualizar Agente",
-    "description": "Atualiza um agente existente. Campos suportados: name, role (agent ou administrator), availability, auto_offline. Use para promover/rebaixar papel ou ajustar disponibilidade.",
+    "description": "Atualiza um agente existente. Campos suportados: name, role (agent ou administrator), availability, auto_offline e custom_role_id (aplica um cargo personalizado no Enterprise). Use para promover/rebaixar papel, ajustar disponibilidade ou aplicar um cargo personalizado.",
     "category": "Agentes",
     "params": [
       {
@@ -19999,16 +20059,26 @@
         "location": "body",
         "required": false,
         "description": "Define se o agente fica offline automaticamente por inatividade"
+      },
+      {
+        "name": "custom_role_id",
+        "type": "integer",
+        "location": "body",
+        "required": false,
+        "description": "ID do cargo personalizado (custom role) a aplicar ao agente. Requer Enterprise. IMPORTANTE: o backend aplica este campo em TODA atualizacao do agente — se voce atualizar um agente que tem cargo personalizado SEM enviar custom_role_id, o cargo sera REMOVIDO. Ao editar um agente que tem cargo, envie sempre o custom_role_id junto. Use lionchat_custom_roles_list para obter os IDs dos cargos."
       }
     ],
     "returns": "agente atualizado",
     "common_use_cases": [
       "Promover um agente a administrador",
       "Alterar disponibilidade de um agente",
-      "Ajustar o comportamento de offline automático"
+      "Ajustar o comportamento de offline automático",
+      "Aplicar um cargo personalizado (custom role) a um agente"
     ],
     "related_tools": [
-      "lionchat_agents_create"
+      "lionchat_agents_create",
+      "lionchat_agents_list",
+      "lionchat_custom_roles_list"
     ]
   },
   {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lionchat/mcp-server",
-  "version": "0.5.8",
+  "version": "0.5.11",
   "description": "MCP server for LionChat API — 547 tools + 10 resources + 9 prompts. Audit-log aware, completion API, progress notifications.",
   "type": "module",
   "main": "dist/index.js",