@loopops/mcp-server 2.4.1 → 2.6.0

package/dist/index.js

@@ -8,6 +8,7 @@ import { registerConfigTools } from "./tools/config.js";
 import { registerEngTools } from "./tools/eng.js";
 import { registerCrmTools } from "./tools/crm.js";
 import { registerEngageTools } from "./tools/engage.js";
+import { registerCompanyGraphTools } from "./tools/company-graph.js";
 const skillsResponseSchema = z.object({
     role: z.string(),
     skills: z.array(z.string()),
@@ -40,5 +41,6 @@ registerConfigTools(server, allowedSkills);
 registerEngTools(server, allowedSkills);
 registerCrmTools(server, allowedSkills);
 registerEngageTools(server, allowedSkills);
+registerCompanyGraphTools(server, allowedSkills);
 const transport = new StdioServerTransport();
 await server.connect(transport);

package/dist/tools/_schemas.d.ts

@@ -16,7 +16,7 @@
  */
 import { z } from "zod";
 export declare const rangeSchema: z.ZodEnum<["1h", "6h", "24h", "7d", "30d", "90d", "180d", "1y"]>;
-export declare const loopNameSchema: z.ZodEnum<["generate", "route", "engage", "pursue", "govern", "plan", "deploy"]>;
+export declare const loopNameSchema: z.ZodEnum<["generate", "qualify", "route", "engage", "pursue", "onboard", "expand", "coach", "design", "deploy"]>;
 export declare const leadStatusSchema: z.ZodEnum<["Open - Not Contacted", "Working - Contacted", "Qualified", "Closed - Converted", "Closed - Not Converted"]>;
 export declare const opportunityStageSchema: z.ZodEnum<["Prospecting", "Qualification", "Needs Analysis", "Value Proposition", "Id. Decision Makers", "Perception Analysis", "Proposal/Price Quote", "Negotiation/Review", "Closed Won", "Closed Lost"]>;
 export declare const pipelineSortSchema: z.ZodEnum<["close_date", "amount", "stage"]>;

package/dist/tools/_schemas.js

@@ -26,7 +26,7 @@ export const rangeSchema = z.enum([
     "180d",
     "1y",
 ]);
-export const loopNameSchema = z.enum(["generate", "route", "engage", "pursue", "govern", "plan", "deploy"]);
+export const loopNameSchema = z.enum(["generate", "qualify", "route", "engage", "pursue", "onboard", "expand", "coach", "design", "deploy"]);
 export const leadStatusSchema = z.enum([
     "Open - Not Contacted",
     "Working - Contacted",

package/dist/tools/company-graph.d.ts

@@ -0,0 +1,18 @@
+/**
+ * Company Graph — MCP tool wrappers (ops+).
+ *
+ * Read-only tools (Phase 1.4):
+ *   account_lookup           — find accounts by domain / name / external IDs
+ *   account_show             — full detail for one account
+ *   list_pending_account_matches — review queue for inbound candidates
+ *
+ * Mutating tools:
+ *   import_accounts_csv      — parse a CSV upload, write inbound candidates,
+ *                              optionally drain via the orchestrator
+ *
+ * See packages/api/src/routers/mcp.ts for the tRPC procedure
+ * implementations and packages/api/src/routers/mcp-schemas.ts for the
+ * input schemas.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerCompanyGraphTools(server: McpServer, allowed: Set<string>): void;

package/dist/tools/company-graph.js

@@ -0,0 +1,104 @@
+/**
+ * Company Graph — MCP tool wrappers (ops+).
+ *
+ * Read-only tools (Phase 1.4):
+ *   account_lookup           — find accounts by domain / name / external IDs
+ *   account_show             — full detail for one account
+ *   list_pending_account_matches — review queue for inbound candidates
+ *
+ * Mutating tools:
+ *   import_accounts_csv      — parse a CSV upload, write inbound candidates,
+ *                              optionally drain via the orchestrator
+ *
+ * See packages/api/src/routers/mcp.ts for the tRPC procedure
+ * implementations and packages/api/src/routers/mcp-schemas.ts for the
+ * input schemas.
+ */
+import { z } from "zod";
+import { trpcMutation, trpcQuery } from "../api-client.js";
+import { safeTool } from "./_helpers.js";
+export function registerCompanyGraphTools(server, allowed) {
+    if (allowed.has("account_lookup")) {
+        server.tool("account_lookup", "Find Company Graph accounts by domain, name, account_id, SF Account ID, or legal-entity identifier (DUNS/LEI/EIN). Provide at least one. Multiple keys combine as OR — returns the union. Use this to investigate review-queue candidates or to cross-reference an SF Account back to its CG record.", {
+            domain: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Domain to look up (e.g. 'acme.com'). Email addresses also accepted; the matcher extracts the domain."),
+            accountName: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Company name to match. Looks up by exact-after-normalization (Inc/LLC/etc. stripped, punctuation collapsed)."),
+            accountId: z
+                .string()
+                .uuid()
+                .optional()
+                .describe("Company Graph account_id (UUID)."),
+            sfAccountId: z
+                .string()
+                .min(3)
+                .optional()
+                .describe("Salesforce Account record ID (15- or 18-char SF id)."),
+            duns: z.string().min(1).optional().describe("D&B DUNS identifier."),
+            lei: z.string().min(1).optional().describe("Legal Entity Identifier (LEI)."),
+            ein: z.string().min(1).optional().describe("US EIN."),
+        }, safeTool(async (input) => trpcQuery("mcp.accountLookup", input)));
+    }
+    if (allowed.has("account_show")) {
+        server.tool("account_show", "Show full detail for one Company Graph account: identifiers, lifecycle states (enrichment / scoring / deployment), linked legal entities, resolved attributes (the golden record with provenance), latest ICP score, TAL memberships, Salesforce mapping, and recent lifecycle events. Use account_lookup first if you only have a domain or name.", {
+            accountId: z
+                .string()
+                .uuid()
+                .describe("Company Graph account_id (UUID). Use account_lookup if you don't have it yet."),
+        }, safeTool(async ({ accountId }) => trpcQuery("mcp.accountShow", { accountId })));
+    }
+    if (allowed.has("list_pending_account_matches")) {
+        server.tool("list_pending_account_matches", "Show inbound candidates currently in `match_status='needs_review'` — the queue of inbound rows the matcher couldn't confidently resolve. Each entry includes the source, ingestion time, and the normalized attributes the matcher saw, so you can run `account_lookup` against them to investigate.", {
+            limit: z
+                .number()
+                .int()
+                .positive()
+                .max(200)
+                .optional()
+                .describe("Max candidates to return (1–200). Default: 50."),
+            source: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Filter to a single inbound source (e.g. 'csv_import', 'backfill'). Omit to see all."),
+        }, safeTool(async (input) => trpcQuery("mcp.listPendingAccountMatches", input)));
+    }
+    if (allowed.has("import_accounts_csv")) {
+        server.tool("import_accounts_csv", [
+            "Import a CSV of accounts into the Company Graph. Headers are case- and",
+            "punctuation-tolerant — `Company Name`, `name`, `Web Site`, `Billing Country`,",
+            "`DUNS`, etc. all map to canonical fields. Rows without a domain or",
+            "(account_name + country) are skipped. Each accepted row becomes an",
+            "`inbound_account_candidate` with the given source; with `process: true` they",
+            "drain through the matcher immediately, otherwise they wait for the next",
+            "`cg_match_orchestrator` cron tick. Use `dry_run: true` to preview without",
+            "writing — recommended on the first import from any new source.",
+        ].join(" "), {
+            csv: z
+                .string()
+                .min(1)
+                .describe("CSV content as text. First row must be the header. Accepts the same header aliases as the cg-csv-import.mjs script."),
+            source: z
+                .string()
+                .min(1)
+                .max(64)
+                .regex(/^[a-z0-9_]+$/)
+                .optional()
+                .describe("Slug stored in `inbound_account_candidate.source` (snake_case). Defaults to 'csv_import'. Use a more specific value for traceability (e.g. 'partner_acme', 'tradeshow_2026q2')."),
+            dryRun: z
+                .boolean()
+                .optional()
+                .describe("If true, parse + normalize + summarize but write nothing. Use to preview unfamiliar CSV shapes."),
+            process: z
+                .boolean()
+                .optional()
+                .describe("If true, drain the queue via the matcher immediately after insert."),
+        }, safeTool(async (input) => trpcMutation("mcp.importAccountsCsv", input)));
+    }
+}

package/dist/tools/config.js

@@ -57,7 +57,7 @@ export function registerConfigTools(server, allowed) {
         }, safeTool(async ({ slug }) => trpcMutation("mcp.activateLoop", { slug })));
     }
     if (allowed.has("sync_territories")) {
-        server.tool("sync_territories", "Reconcile config/plan/hierarchy.yaml (tree) + config/deploy/assignments.yaml (user coverage) with Salesforce ETM (Territory2 + UserTerritory2Association records). Dry-run by default — returns a diff summary. Pass dryRun:false to actually write to Salesforce. Safe to re-run; idempotent.", {
+        server.tool("sync_territories", "Reconcile config/design/hierarchy.yaml (tree) + config/deploy/assignments.yaml (user coverage) with Salesforce ETM (Territory2 + UserTerritory2Association records). Dry-run by default — returns a diff summary. Pass dryRun:false to actually write to Salesforce. Safe to re-run; idempotent.", {
             dryRun: z
                 .boolean()
                 .default(true)
@@ -69,7 +69,7 @@ export function registerConfigTools(server, allowed) {
         }, safeTool(async ({ dryRun, branch }) => trpcMutation("mcp.syncTerritories", { dryRun, branch })));
     }
     if (allowed.has("list_scenarios")) {
-        server.tool("list_scenarios", "List every planning scenario declared in config/plan/scenarios/. Each scenario is a complete, self-describing plan (declares its own roster, targets, target_productivity). Shows which scenario is currently active (per capacity_config.yaml) and flags any scenarios that are missing required components. Discovery tool — use this before running capacity_report with a specific scenarioId.", {
+        server.tool("list_scenarios", "List every planning scenario declared in config/design/scenarios/. Each scenario is a complete, self-describing plan (declares its own roster, targets, target_productivity). Shows which scenario is currently active (per capacity_config.yaml) and flags any scenarios that are missing required components. Discovery tool — use this before running capacity_report with a specific scenarioId.", {
             branch: z
                 .string()
                 .optional()
@@ -77,7 +77,7 @@ export function registerConfigTools(server, allowed) {
         }, safeTool(async ({ branch }) => trpcMutation("mcp.listScenarios", { branch })));
     }
     if (allowed.has("capacity_report")) {
-        server.tool("capacity_report", "Run the Plan capacity model: rolls each AE's ramp-aware contribution into territory totals at the configured target_depth and compares against targets.yaml. Returns one table per measure (capacity, target, gap, % attainment). Pure config-driven math; updating roster.yaml or target_productivity.yaml and re-running shows the new plan immediately. No writes.", {
+        server.tool("capacity_report", "Run the Design capacity model: rolls each AE's ramp-aware contribution into territory totals at the configured target_depth and compares against targets.yaml. Returns one table per measure (capacity, target, gap, % attainment). Pure config-driven math; updating roster.yaml or target_productivity.yaml and re-running shows the new plan immediately. No writes.", {
             scenarioId: z
                 .string()
                 .optional()
@@ -108,10 +108,10 @@ export function registerConfigTools(server, allowed) {
         })));
     }
     if (allowed.has("compare_scenarios")) {
-        server.tool("compare_scenarios", "Run the Plan capacity model for two scenarios and render a side-by-side comparison per measure. For each (territory × measure) cell, shows A vs B capacity, target, gap, and the delta (B−A). Use when evaluating a stretch / conservative / hiring-delay scenario against `base` before deciding whether to promote. No writes — neither scenario's `active` status changes.", {
+        server.tool("compare_scenarios", "Run the Design capacity model for two scenarios and render a side-by-side comparison per measure. For each (territory × measure) cell, shows A vs B capacity, target, gap, and the delta (B−A). Use when evaluating a stretch / conservative / hiring-delay scenario against `base` before deciding whether to promote. No writes — neither scenario's `active` status changes.", {
             scenarioA: z
                 .string()
-                .describe("First scenario id (e.g. 'base'). Must exist in config/plan/scenarios/ and be complete."),
+                .describe("First scenario id (e.g. 'base'). Must exist in config/design/scenarios/ and be complete."),
             scenarioB: z
                 .string()
                 .describe("Second scenario id to compare against A (e.g. 'stretch'). Must exist and be complete."),
@@ -137,10 +137,10 @@ export function registerConfigTools(server, allowed) {
         })));
     }
     if (allowed.has("promote_scenario")) {
-        server.tool("promote_scenario", "Promote a scenario to active by editing `active_scenario` in config/plan/capacity_config.yaml. Fails hard if the scenario doesn't resolve (missing or dangling components) — won't promote a broken plan. Dry-run by default — returns the diff; pass dryRun:false to commit the change.", {
+        server.tool("promote_scenario", "Promote a scenario to active by editing `active_scenario` in config/design/capacity_config.yaml. Fails hard if the scenario doesn't resolve (missing or dangling components) — won't promote a broken plan. Dry-run by default — returns the diff; pass dryRun:false to commit the change.", {
             scenarioId: z
                 .string()
-                .describe("Scenario id to promote (e.g. 'stretch'). Must exist in config/plan/scenarios/ and be complete."),
+                .describe("Scenario id to promote (e.g. 'stretch'). Must exist in config/design/scenarios/ and be complete."),
             dryRun: z
                 .boolean()
                 .default(true)
@@ -152,10 +152,10 @@ export function registerConfigTools(server, allowed) {
         }, safeTool(async ({ scenarioId, dryRun, branch }) => trpcMutation("mcp.promoteScenario", { scenarioId, dryRun, branch })));
     }
     if (allowed.has("gap_analysis")) {
-        server.tool("gap_analysis", "Use a Claude agent to find the smallest change set that closes a scenario's capacity gap on the target measure. The agent iterates simulate_capacity calls (mutating roster + target_productivity in memory, calling the existing /capacity endpoint) up to a budget cap, then submits a structured proposal. Writes the converged proposal as a draft scenario at `config/plan/scenarios/proposed-gap-{measure}-{ts}.yaml` (override with `writeFile: false`). Use `compare_scenarios` to verify the proposal, then `promote_scenario` to make it active.", {
+        server.tool("gap_analysis", "Use a Claude agent to find the smallest change set that closes a scenario's capacity gap on the target measure. The agent iterates simulate_capacity calls (mutating roster + target_productivity in memory, calling the existing /capacity endpoint) up to a budget cap, then submits a structured proposal. Output is exploratory by default — pass `writeFile: true` to materialize the proposal as a draft scenario at `config/design/scenarios/proposed-gap-{measure}-{ts}.yaml`, then use `compare_scenarios` to verify and `promote_scenario` to make it active.", {
             scenarioId: z
                 .string()
-                .describe("Scenario whose capacity gap to close (e.g. 'stretch'). Must exist in config/plan/scenarios/ and be complete."),
+                .describe("Scenario whose capacity gap to close (e.g. 'stretch'). Must exist in config/design/scenarios/ and be complete."),
             targetMeasure: z
                 .string()
                 .default("new_acv")
@@ -184,8 +184,8 @@ export function registerConfigTools(server, allowed) {
                 .describe("Max simulate_capacity calls before the agent must submit. Default: 5. Hard cap: 20."),
             writeFile: z
                 .boolean()
-                .default(true)
-                .describe("When true (default), commit the proposal as a draft scenario. Pass false to inspect inline only."),
+                .default(false)
+                .describe("When true, commit the proposal as a draft scenario for compare_scenarios + promote_scenario. Default: false (exploratory). Pass true to materialize."),
             branch: z
                 .string()
                 .optional()
@@ -258,7 +258,7 @@ export function registerConfigTools(server, allowed) {
         })));
     }
     if (allowed.has("opportunity_search")) {
-        server.tool("opportunity_search", "Use a Claude agent to find the deployment of a fixed budget that maximizes capacity gain on a target measure. Sibling to gap_analysis with opposite objective: where gap_analysis closes a gap to zero, opportunity_search maximizes upside under a budget constraint. Same tool surface (simulate_capacity + submit_final_proposal). Writes the agent's best deployment as a draft scenario at `config/plan/scenarios/proposed-opportunity-{measure}-{ts}.yaml` (override with `writeFile: false`). Use `compare_scenarios` to verify, then `promote_scenario` to make it active.", {
+        server.tool("opportunity_search", "Use a Claude agent to find the deployment of a fixed budget that maximizes capacity gain on a target measure. Sibling to gap_analysis with opposite objective: where gap_analysis closes a gap to zero, opportunity_search maximizes upside under a budget constraint. Same tool surface (simulate_capacity + submit_final_proposal). Output is exploratory by default — pass `writeFile: true` to materialize the deployment as a draft scenario at `config/design/scenarios/proposed-opportunity-{measure}-{ts}.yaml`, then use `compare_scenarios` to verify and `promote_scenario` to make it active.", {
             scenarioId: z
                 .string()
                 .describe("Source scenario id (e.g. 'base'). Must exist and be complete."),
@@ -290,8 +290,8 @@ export function registerConfigTools(server, allowed) {
                 .describe("Max simulate_capacity calls before the agent must submit. Default: 5. Hard cap: 20."),
             writeFile: z
                 .boolean()
-                .default(true)
-                .describe("When true (default), commit the deployment as a draft scenario. Pass false to inspect inline only."),
+                .default(false)
+                .describe("When true, commit the deployment as a draft scenario for compare_scenarios + promote_scenario. Default: false (exploratory). Pass true to materialize."),
             branch: z
                 .string()
                 .optional()
@@ -327,7 +327,7 @@ export function registerConfigTools(server, allowed) {
         }, safeTool(async ({ includeReasoning }) => trpcQuery("mcp.listPendingTerritories", { includeReasoning })));
     }
     if (allowed.has("assign_territories")) {
-        server.tool("assign_territories", "Match each target Account to a territory Patch using config/plan/hierarchy.yaml (tree) + config/deploy/territories.yaml (billing match rules). Writes Account.Territory_Slug__c + ObjectTerritory2Association in SF. Dry-run by default. Uses Claude Haiku + web_search as a fallback when deterministic matching fails. Auto-applies agent matches at confidence ≥ 0.9; flags 0.75-0.9 for review.", {
+        server.tool("assign_territories", "Match each target Account to a territory Patch using config/design/hierarchy.yaml (tree) + config/deploy/territories.yaml (billing match rules). Writes Account.Territory_Slug__c + ObjectTerritory2Association in SF. Dry-run by default. Uses Claude Haiku + web_search as a fallback when deterministic matching fails. Auto-applies agent matches at confidence ≥ 0.9; flags 0.75-0.9 for review.", {
             mode: z
                 .enum(["new", "all"])
                 .default("new")

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "2.4.1",
+  "version": "2.6.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",
@@ -20,6 +20,12 @@
   "publishConfig": {
     "access": "public"
   },
+  "scripts": {
+    "build": "tsc",
+    "dev": "tsx src/index.ts",
+    "start": "node dist/index.js",
+    "prepublishOnly": "pnpm build"
+  },
   "dependencies": {
     "@modelcontextprotocol/sdk": "^1.12.1",
     "zod": "^3.24.4"
@@ -28,10 +34,5 @@
     "@types/node": "^22.15.21",
     "tsx": "^4.19.4",
     "typescript": "^5.8.3"
-  },
-  "scripts": {
-    "build": "tsc",
-    "dev": "tsx src/index.ts",
-    "start": "node dist/index.js"
   }
-}
+}