@loopops/mcp-server 3.10.0 → 3.13.0

package/dist/tools/crm.js

@@ -1,49 +1,25 @@
 import { z } from "zod";
-import { trpcQuery, trpcMutation } from "../api-client.js";
+import { trpcMutation } from "../api-client.js";
 import { safeTool } from "./_helpers.js";
-import { leadStatusSchema, opportunityStageSchema, pipelineSortSchema, quarterSchema, rangeSchema, salesforceLeadIdSchema, salesforceOpportunityIdSchema, targetAccountTierSchema, } from "./_schemas.js";
+import { leadStatusSchema, salesforceLeadIdSchema, salesforceOpportunityIdSchema, targetAccountTierSchema, } from "./_schemas.js";
 export function registerCrmTools(server, allowed) {
-    if (allowed.has("my_pipeline")) {
-        server.tool("my_pipeline", "List open Salesforce opportunities (deals with forecasts). Reps see their own, managers see their team's, leadership sees all. For new leads that haven't converted yet, use 'my_leads' instead.", {
-            stage: opportunityStageSchema
-                .optional()
-                .describe("Filter by Salesforce stage. Omit to see all open opportunities."),
-            sort: pipelineSortSchema
-                .optional()
-                .describe("Sort order. Default: close_date ascending."),
-        }, safeTool(async ({ stage, sort }) => trpcQuery("mcp.myPipeline", { stage, sort })));
-    }
-    if (allowed.has("my_leads")) {
-        server.tool("my_leads", "List Salesforce leads assigned to you (or your team if you're a manager) that were created in the given time window. For open opportunities with forecasts, use 'my_pipeline' instead.", {
-            status: leadStatusSchema
-                .optional()
-                .describe("Filter by Salesforce Lead status. E.g., 'Open - Not Contacted'. Omit for any status."),
-            range: rangeSchema
-                .optional()
-                .describe("Time window for lead creation date. E.g., '7d' = last 7 days, '30d' = default, '90d' = last quarter."),
-        }, safeTool(async ({ status, range }) => trpcQuery("mcp.myLeads", { status, range })));
-    }
-    if (allowed.has("pipeline_health")) {
-        server.tool("pipeline_health", "Pipeline health summary: deals by stage, win rate, average deal size, pipeline velocity.", {
-            range: rangeSchema
-                .optional()
-                .describe("Time window for closed-deal analysis. Longer ranges (30d, 90d, 180d, 1y) give more stable metrics. Default: 90d."),
-        }, safeTool(async ({ range }) => trpcQuery("mcp.pipelineHealth", { range })));
-    }
-    if (allowed.has("rep_performance")) {
-        server.tool("rep_performance", "Compare rep performance: open pipeline, activities, lead count, win rate.", {
-            range: rangeSchema
-                .optional()
-                .describe("Time window for closed deals and activity. Default: 30d."),
-        }, safeTool(async ({ range }) => trpcQuery("mcp.repPerformance", { range })));
-    }
-    if (allowed.has("forecast")) {
-        server.tool("forecast", "Pipeline forecast: weighted pipeline by close date, comparison to target.", {
-            quarter: quarterSchema
-                .optional()
-                .describe("Quarter to forecast. Default: current quarter."),
-        }, safeTool(async ({ quarter }) => trpcQuery("mcp.forecast", { quarter })));
-    }
+    // my_pipeline retired 2026-05-06 — replaced by ClickHouse parameterized
+    // view analytics.my_pipeline. Row policies on salesforce.opportunity
+    // enforce per-user scoping (rep: own; manager: team; leadership/ops/eng:
+    // all). Query via the Cloud Remote MCP server (mcp.clickhouse.cloud/mcp).
+    // See docs/CH-ANALYTICS-VIEWS.md.
+    // my_leads retired 2026-05-06 — replaced by ClickHouse view
+    // analytics.my_leads. Row policies on salesforce.lead enforce per-user
+    // scoping. Filter by created_date in the caller. See docs/CH-ANALYTICS-VIEWS.md.
+    // pipeline_health retired 2026-05-06 — replaced by ClickHouse views
+    // analytics.pipeline_by_stage + analytics.win_rate(range_days). Query via
+    // the Cloud Remote MCP server (mcp.clickhouse.cloud/mcp). Row policies on
+    // salesforce.opportunity enforce per-user scoping. See docs/CH-ANALYTICS-VIEWS.md.
+    // rep_performance retired 2026-05-06 — replaced by ClickHouse view
+    // analytics.rep_performance(range_days). See docs/CH-ANALYTICS-VIEWS.md.
+    // forecast retired 2026-05-06 — replaced by ClickHouse view
+    // analytics.forecast(quarter_start, quarter_end). Caller computes the
+    // quarter window. See docs/CH-ANALYTICS-VIEWS.md.
     if (allowed.has("update_opportunity")) {
         server.tool("update_opportunity", "Update an opportunity's close date, next step, or description. You can identify the deal by Salesforce Opportunity ID or exact opportunity name. Reps can only update their own deals. Requires a reason for the change.", {
             opportunityId: salesforceOpportunityIdSchema

package/dist/tools/people-master.js

@@ -142,6 +142,33 @@ export function registerPeopleMasterTools(server, allowed) {
             return trpcMutation("mcp.importPeopleCsv", { csv, ...rest });
         }));
     }
+    if (allowed.has("notify_activity_capture")) {
+        server.tool("notify_activity_capture", [
+            "Send the one-time privacy notification email to cro_org members whose meeting",
+            "metadata is being captured. Defaults to dryRun: true so the operator previews the",
+            "recipient list before committing. Idempotent — re-running drains only un-notified",
+            "persons. Required step before flipping the activity-capture cron from disabled to",
+            "enabled in config/govern/schedules.yaml.",
+        ].join(" "), {
+            walkId: z
+                .string()
+                .optional()
+                .describe("Walk id from config/people_master/hierarchy_walks.yaml. Default: 'cro_org'."),
+            dryRun: z
+                .boolean()
+                .optional()
+                .describe("When true (default), returns the would-be recipients without sending. Pass false to actually send."),
+            personIds: z
+                .array(z.string().uuid())
+                .optional()
+                .describe("Restrict to a specific subset of person ids (e.g. for a test send before broadcast). Empty = full walk."),
+            privacyDocUrl: z
+                .string()
+                .url()
+                .optional()
+                .describe("Optional 'Learn more' URL surfaced as a button in the email body. Omit to hide."),
+        }, safeTool(async (input) => trpcMutation("mcp.notifyActivityCapture", input)));
+    }
     if (allowed.has("sync_people_master_resolution_rules")) {
         server.tool("sync_people_master_resolution_rules", [
             "Apply the committed config/people_master/resolution_rules.yaml to the DB.",

package/dist/tools/reporting.js

@@ -1,31 +1,14 @@
 import { trpcQuery } from "../api-client.js";
 import { safeTool } from "./_helpers.js";
-import { loopNameSchema, rangeSchema, salesforceLeadIdSchema, } from "./_schemas.js";
+import { rangeSchema, salesforceLeadIdSchema, } from "./_schemas.js";
 export function registerReportingTools(server, allowed) {
-    if (allowed.has("loop_health")) {
-        server.tool("loop_health", "Query loop execution health: counts, success rate, latency, errors. Filter by loop name and time range.", {
-            loop: loopNameSchema
-                .optional()
-                .describe("Filter to a specific loop. Omit for all loops."),
-            range: rangeSchema
-                .optional()
-                .describe("Time window. Short ranges (1h, 6h, 24h) are most useful. Default: 24h."),
-        }, safeTool(async ({ loop, range }) => trpcQuery("mcp.loopHealth", { loop, range })));
-    }
-    if (allowed.has("scoring_distribution")) {
-        server.tool("scoring_distribution", "Analyze lead scoring distribution: score histogram, grade breakdown, average score by factor.", {
-            range: rangeSchema
-                .optional()
-                .describe("Time window. Default: 7d."),
-        }, safeTool(async ({ range }) => trpcQuery("mcp.scoringDistribution", { range })));
-    }
-    if (allowed.has("routing_report")) {
-        server.tool("routing_report", "Analyze routing decisions: rule match rates, queue distribution, agent fallback percentage.", {
-            range: rangeSchema
-                .optional()
-                .describe("Time window. Default: 7d."),
-        }, safeTool(async ({ range }) => trpcQuery("mcp.routingReport", { range })));
-    }
+    // loop_health retired 2026-05-06 — replaced by ClickHouse parameterized
+    // view analytics.loop_health(range_days). Query via the Cloud Remote MCP
+    // server (mcp.clickhouse.cloud/mcp). See docs/CH-ANALYTICS-VIEWS.md.
+    // scoring_distribution retired 2026-05-06 — replaced by ClickHouse view
+    // analytics.scoring_distribution(range_days). See docs/CH-ANALYTICS-VIEWS.md.
+    // routing_report retired 2026-05-06 — replaced by ClickHouse view
+    // analytics.routing_report(range_days). See docs/CH-ANALYTICS-VIEWS.md.
     if (allowed.has("enrichment_coverage")) {
         server.tool("enrichment_coverage", "Analyze lead enrichment coverage: enrichment rate, top industries, headcount distribution.", {
             range: rangeSchema

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.10.0",
+  "version": "3.13.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",
@@ -20,12 +20,6 @@
   "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"
@@ -34,5 +28,10 @@
     "@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"
   }
-}
+}