@loopops/mcp-server 3.22.0 → 3.24.0

package/dist/index.js

@@ -13,6 +13,7 @@ import { registerDeployTools } from "./tools/deploy.js";
 import { registerEngTools } from "./tools/eng.js";
 import { registerCrmTools } from "./tools/crm.js";
 import { registerEngageTools } from "./tools/engage.js";
+import { registerPursueTools } from "./tools/pursue.js";
 import { registerAccountMasterTools } from "./tools/account-master.js";
 import { registerPeopleMasterTools } from "./tools/people-master.js";
 import { registerScoringTools } from "./tools/scoring.js";
@@ -59,6 +60,7 @@ registerConfigTools(server, allowedSkills);
 registerEngTools(server, allowedSkills);
 registerCrmTools(server, allowedSkills);
 registerEngageTools(server, allowedSkills);
+registerPursueTools(server, allowedSkills);
 registerAccountMasterTools(server, allowedSkills);
 registerPeopleMasterTools(server, allowedSkills);
 registerDeployTools(server, allowedSkills);

package/dist/tools/crm.js

@@ -1,7 +1,7 @@
 import { z } from "zod";
 import { trpcMutation } from "../api-client.js";
 import { safeTool } from "./_helpers.js";
-import { leadStatusSchema, salesforceLeadIdSchema, salesforceOpportunityIdSchema, targetAccountTierSchema, } from "./_schemas.js";
+import { targetAccountTierSchema } from "./_schemas.js";
 export function registerCrmTools(server, allowed) {
     // my_pipeline retired 2026-05-06 — replaced by ClickHouse parameterized
     // view analytics.my_pipeline. Row policies on salesforce.opportunity
@@ -12,58 +12,17 @@ export function registerCrmTools(server, allowed) {
     // 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.
+    // analytics.pipeline_by_stage + analytics.win_rate(range_days).
+    // 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
-                .optional()
-                .describe("Salesforce Opportunity ID (006…). Preferred if known."),
-            opportunityName: z
-                .string()
-                .optional()
-                .describe("Exact opportunity name, used when you don't have the Salesforce ID."),
-            close_date: z
-                .string()
-                .regex(/^\d{4}-\d{2}-\d{2}$/, { message: "Use YYYY-MM-DD." })
-                .optional()
-                .describe("New close date in YYYY-MM-DD format."),
-            next_step: z.string().optional().describe("Next step text."),
-            description: z.string().optional().describe("Opportunity description."),
-            reason: z
-                .string()
-                .min(1)
-                .describe("Why this change is being made (required, logged)."),
-        }, safeTool(async ({ opportunityId, opportunityName, close_date, next_step, description, reason }) => trpcMutation("mcp.updateOpportunity", {
-            opportunityId,
-            opportunityName,
-            fields: { close_date, next_step, description },
-            reason,
-        })));
-    }
-    if (allowed.has("update_lead")) {
-        server.tool("update_lead", "Update a lead's status or description. Reps can only update their own leads. Requires a reason for the change.", {
-            leadId: salesforceLeadIdSchema.describe("Salesforce Lead ID (00Q…)."),
-            status: leadStatusSchema
-                .optional()
-                .describe("New Salesforce Lead status."),
-            description: z.string().optional().describe("Lead description."),
-            reason: z
-                .string()
-                .min(1)
-                .describe("Why this change is being made (required, logged)."),
-        }, safeTool(async ({ leadId, status, description, reason }) => trpcMutation("mcp.updateLead", {
-            leadId,
-            fields: { status, description },
-            reason,
-        })));
-    }
+    // analytics.forecast(quarter_start, quarter_end). See docs/CH-ANALYTICS-VIEWS.md.
+    // update_opportunity / update_lead removed 2026-05-09 (Phase 2 of
+    // docs/SALESFORCE-MCP-PLAN.md). Opportunity + Lead writes go through
+    // the `salesforce-hosted` MCP for every Loop role: per-user OAuth+PKCE
+    // preserves LastModifiedById; sharing rules + FLS + validation rules
+    // enforce server-side. Use mcp__salesforce-hosted__updateSobjectRecord.
     if (allowed.has("push_target_account_to_sf")) {
         server.tool("push_target_account_to_sf", "Create Salesforce Account records from the target account list. Pushes accounts that don't yet have an SF Account ID. Ops+ only.", {
             domain: z

package/dist/tools/pursue.d.ts

@@ -0,0 +1,15 @@
+/**
+ * Pursue-loop hybrid analysis tools.
+ *
+ * Home for hybrid-tools-pattern (docs/HYBRID-TOOLS.md) tools that operate
+ * on the deal-progression / pipeline-health surface — composing CH +
+ * Salesforce + Postgres reads to deliver deterministic structured analysis
+ * an operator can act on. By rule, these tools are read-only; they emit
+ * recommendations + copy-pasteable salesforce-hosted commands. The
+ * operator runs the actual writes through `salesforce-hosted`.
+ *
+ * First instance: review_stale_pipeline. As more hybrid pursue tools land
+ * (forecast_risk_review, manager_coaching_brief, etc.), they go here.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerPursueTools(server: McpServer, allowed: Set<string>): void;

package/dist/tools/pursue.js

@@ -0,0 +1,59 @@
+/**
+ * Pursue-loop hybrid analysis tools.
+ *
+ * Home for hybrid-tools-pattern (docs/HYBRID-TOOLS.md) tools that operate
+ * on the deal-progression / pipeline-health surface — composing CH +
+ * Salesforce + Postgres reads to deliver deterministic structured analysis
+ * an operator can act on. By rule, these tools are read-only; they emit
+ * recommendations + copy-pasteable salesforce-hosted commands. The
+ * operator runs the actual writes through `salesforce-hosted`.
+ *
+ * First instance: review_stale_pipeline. As more hybrid pursue tools land
+ * (forecast_risk_review, manager_coaching_brief, etc.), they go here.
+ */
+import { z } from "zod";
+import { trpcQuery } from "../api-client.js";
+import { safeTool } from "./_helpers.js";
+export function registerPursueTools(server, allowed) {
+    if (allowed.has("review_stale_pipeline")) {
+        server.tool("review_stale_pipeline", [
+            "Deterministic stale-pipeline review. Composes ClickHouse reads (salesforce.opportunity + user + account) against a per-caller scope.",
+            "Default scope: rep → own opps; manager+ → recursive reporting subtree (any depth). Manager+ can pass {repId} or {managerId} for nodes within their subtree.",
+            "Returns Markdown — table of stale opps with classifier-driven recommended actions, plus copy-pasteable commands you run via the salesforce-hosted MCP under your real user identity.",
+            "Read-only. Recommends; does not execute writes.",
+        ].join(" "), {
+            scope: z
+                .union([
+                z.literal("me"),
+                z.literal("my_team"),
+                z.literal("subtree"),
+                z.object({ repId: z.string().min(1) }),
+                z.object({ managerId: z.string().min(1) }),
+            ])
+                .optional()
+                .describe("Optional scope override. Default: rep → 'me'; manager+ → 'subtree'. " +
+                "Reps cannot escalate. Managers can scope to {repId} or {managerId} within their subtree only."),
+            staleness_days: z
+                .number()
+                .int()
+                .min(1)
+                .max(365)
+                .optional()
+                .describe("Days since LastActivityDate (or LastModifiedDate if no activity logged) threshold. Default 14."),
+            stage_filter: z
+                .array(z.string())
+                .optional()
+                .describe("Optional list of stage names to restrict the review (e.g. ['Negotiation/Review','Proposal/Price Quote']). Default: all open stages."),
+            min_amount: z
+                .number()
+                .min(0)
+                .optional()
+                .describe("Minimum opp amount in dollars. Default 0 (no filter)."),
+        }, safeTool(async ({ scope, staleness_days, stage_filter, min_amount }) => trpcQuery("mcp.reviewStalePipeline", {
+            scope,
+            staleness_days,
+            stage_filter,
+            min_amount,
+        })));
+    }
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.22.0",
+  "version": "3.24.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",