@loopops/mcp-server 3.0.0 → 3.2.0

package/dist/tools/account-master.js

@@ -101,6 +101,120 @@ export function registerAccountMasterTools(server, allowed) {
                 .describe("If true, drain the queue via the matcher immediately after insert."),
         }, safeTool(async (input) => trpcMutation("mcp.importAccountsCsv", input)));
     }
+    if (allowed.has("override_account_attribute")) {
+        server.tool("override_account_attribute", [
+            "Manually correct one resolved attribute on one account by writing a high-confidence",
+            "`manual` provider observation. Because every resolution rule has `manual` first in",
+            "`providers_in_order`, the next resolver run picks the manual value over any other",
+            "provider's, and the golden record updates immediately (with `resolveAfter:true`, the",
+            "default).",
+            "",
+            "Identify the account by ANY ONE of: accountId (UUID), domain, sfAccountId, or accountName.",
+            "Use accountId or domain for unambiguous matching — accountName is normalized but may",
+            "resolve to multiple accounts (the call fails with the candidate list if so).",
+            "",
+            "The `reason` field is required and stored on the row's audit payload — every manual",
+            "override is traceable to who set it, when, and why. Append-only: re-running enrichment",
+            "from PDL/D&B/etc. cannot dislodge a manual row. To revert, write a new override with",
+            "the corrected value (the resolver always picks the most recent qualifying manual row).",
+        ].join(" "), {
+            accountId: z
+                .string()
+                .uuid()
+                .optional()
+                .describe("Account Master account_id (UUID). Most precise key."),
+            domain: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Domain (e.g. 'snowflake.com'). Unambiguous in practice."),
+            sfAccountId: z
+                .string()
+                .min(3)
+                .optional()
+                .describe("Salesforce Account ID (15- or 18-char SF id)."),
+            accountName: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Company name. Matched after normalization. Use accountId or domain when possible — accountName can be ambiguous."),
+            attribute: z
+                .string()
+                .min(1)
+                .max(64)
+                .regex(/^[a-z0-9_]+$/)
+                .describe("Attribute name in snake_case (e.g. 'hq_state', 'industry_naics', 'employee_count'). Must match the `attribute_name` used in resolution rules."),
+            value: z
+                .string()
+                .min(1)
+                .max(2048)
+                .describe("The corrected value as text. Numeric attributes auto-parse into `attribute_value_numeric` for range queries."),
+            reason: z
+                .string()
+                .min(3)
+                .max(512)
+                .describe("Why this override is warranted. Stored in the row's audit payload and surfaces in account_show provenance. Required."),
+            resolveAfter: z
+                .boolean()
+                .optional()
+                .describe("Re-run the resolver for this (account, attribute) immediately so the golden record updates now. Default: true."),
+        }, safeTool(async (input) => trpcMutation("mcp.overrideAccountAttribute", input)));
+    }
+    if (allowed.has("deactivate_account_attribute_override")) {
+        server.tool("deactivate_account_attribute_override", [
+            "Soft-toggle off a manual override on one (account, attribute). Writes a new manual",
+            "`provider_attribute_value` row with `confidence_score=0` and `attribute_value=NULL`.",
+            "The resolver's latest-period semantic (PR #148) makes the manual provider drop out,",
+            "so other providers (D&B, PDL, ZoomInfo, etc.) take over for this attribute.",
+            "",
+            "Append-only: the original override row stays in place historically. To re-enable, call",
+            "`override_account_attribute` again with a fresh value — the new manual row supersedes",
+            "this deactivation because the resolver picks the most-recent manual row.",
+            "",
+            "Identify the account by ANY ONE of: accountId / domain / sfAccountId / accountName.",
+            "Refuses to write if no prior manual override exists for the (account, attribute).",
+            "",
+            "Common workflow: PDL data was stale → manual override applied →",
+            "PDL/D&B refreshes with correct data → deactivate the manual override so the new",
+            "provider data takes over without manual maintenance.",
+        ].join(" "), {
+            accountId: z
+                .string()
+                .uuid()
+                .optional()
+                .describe("Account Master account_id (UUID)."),
+            domain: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Domain (e.g. 'snowflake.com')."),
+            sfAccountId: z
+                .string()
+                .min(3)
+                .optional()
+                .describe("Salesforce Account ID."),
+            accountName: z
+                .string()
+                .min(1)
+                .optional()
+                .describe("Company name. Use accountId or domain when possible — accountName can be ambiguous."),
+            attribute: z
+                .string()
+                .min(1)
+                .max(64)
+                .regex(/^[a-z0-9_]+$/)
+                .describe("Attribute name (e.g. 'hq_state'). Must match a prior manual override row."),
+            reason: z
+                .string()
+                .min(3)
+                .max(512)
+                .describe("Why is this override no longer warranted? Stored in audit payload."),
+            resolveAfter: z
+                .boolean()
+                .optional()
+                .describe("Re-run the resolver immediately so the golden record updates. Default: true."),
+        }, safeTool(async (input) => trpcMutation("mcp.deactivateAccountAttributeOverride", input)));
+    }
     if (allowed.has("show_account_master_config")) {
         server.tool("show_account_master_config", [
             "Read the current contents of a Account Master YAML config from the repo.",
@@ -136,7 +250,7 @@ export function registerAccountMasterTools(server, allowed) {
     }
     if (allowed.has("update_account_master_config")) {
         server.tool("update_account_master_config", [
-            "Edit a Account Master YAML config by committing the new content to the repo",
+            "Edit an Account Master YAML config by committing the new content to the repo",
             "via the GitHub API (same pattern as update_config for per-loop configs).",
             "Workflow: read the current file with show_account_master_config, edit, send back via this tool.",
             "Commit goes to the target branch (default `main`); Vercel auto-deploys.",
@@ -144,6 +258,12 @@ export function registerAccountMasterTools(server, allowed) {
             "from a local clone to apply the change to the DB and backfill golden records.",
             "There's no direct DB-write path — YAML is the single source of truth, drift is",
             "structurally impossible.",
+            "Resolution rules support optional per-provider overrides under",
+            "`rule_config.provider_overrides`: a map keyed on provider name with optional",
+            "`min_confidence` and `max_age_days` (where `null` means 'no age cap for this",
+            "provider'). Useful when one provider's confidence scale differs from another,",
+            "or when one provider refreshes on a different cadence. Override keys must appear",
+            "in `providers_in_order` / `eligible_providers` (sync validates this).",
         ].join(" "), {
             file: z
                 .enum(["resolution_rules"])

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.0.0",
+  "version": "3.2.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",