@loopops/mcp-server 3.24.0 → 3.26.0

package/dist/tools/deploy.js

@@ -395,6 +395,105 @@ export function registerDeployTools(server, allowed) {
                 .describe("Why you're sending this back — required, captured in the audit log so the manager sees the intent."),
         }, safeTool(async (input) => trpcMutation("mcp.reviseUserAssignment", input)));
     }
+    // ── Phase 3 — Account → Territory placement ────────────────────────
+    if (allowed.has("propose_account_assignments")) {
+        server.tool("propose_account_assignments", [
+            "Ops/eng. Run the Phase 3 account-placement model for an open",
+            "planning cycle. Continuity-preservation policy from",
+            "config/deploy/account_placement.yaml is honored unless overridden.",
+            "Two refusal gates: (1) Phase 1 (user → territory) must be fully",
+            "committed/superseded; (2) capacity_config.active_scenario must",
+            "be set. Default behavior: accounts with active current owners",
+            "auto-ratify their current territory (continuity); only new or",
+            "owner-departed accounts go through full match-rule + composition",
+            "+ balance modeling. Pass preserveCurrentOwnershipOverride:false",
+            "for full re-plans (M&A, geographic restructure).",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional().describe("Planning cycle. Defaults to the org's currently-open cycle."),
+            preserveCurrentOwnershipOverride: z.boolean().optional().describe("Override config/deploy/account_placement.yaml's preserve_current_ownership policy."),
+            accountIds: z.array(z.string().uuid()).optional().describe("Optional restriction; only model these accounts."),
+            scenarioId: z.string().optional().describe("Override active scenario."),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcMutation("mcp.proposeAccountAssignments", input)));
+    }
+    if (allowed.has("review_account_assignments")) {
+        server.tool("review_account_assignments", [
+            "List Phase 3 account placement proposals for a cycle. Subtree-",
+            "scoped for managers; full org for ops/eng/leadership. Default",
+            "sort = confidence ascending (lowest first — these need attention).",
+            "Confidence band filter for triage: 'low' (<0.75) for the rows",
+            "that need real review; 'high' (≥0.9) for bulk-approve candidates.",
+            "Continuity-preserved rows show 'preserved' in their continuity",
+            "column. Composition violations get a ⚠️ marker.",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional(),
+            state: z.array(z.enum(["proposed", "in_review", "edited", "approved", "committed", "superseded"])).optional(),
+            territorySlug: z.string().optional(),
+            confidenceBand: z.enum(["low", "mid", "high", "all"]).optional().describe("low: <0.75; mid: 0.75-0.9; high: >=0.9. Default: all."),
+            cursor: z.string().optional(),
+            limit: z.number().int().positive().max(500).optional(),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcQuery("mcp.reviewAccountAssignments", input)));
+    }
+    if (allowed.has("approve_account_assignments")) {
+        server.tool("approve_account_assignments", [
+            "Manager+. Bulk-approve Phase 3 account placement proposals.",
+            "State proposed/in_review/edited → approved. Default = all in your",
+            "subtree; pass proposalIds for a subset (e.g., bulk-approve all",
+            "high-confidence rows after reviewing). Speed equivalent of",
+            "today's auto-commit, but gated by an explicit operator action.",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional(),
+            proposalIds: z.array(z.string().uuid()).optional(),
+            notes: z.string().optional(),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcMutation("mcp.approveAccountAssignments", input)));
+    }
+    if (allowed.has("edit_account_assignment")) {
+        server.tool("edit_account_assignment", [
+            "Manager+. Move an account between territories within your",
+            "hierarchy subtree. State proposed/in_review/edited → edited.",
+            "Both source AND destination territories must be in your subtree.",
+            "Returns synchronous recompute of composition + balance for the",
+            "affected territories so you see the impact of the move before",
+            "approving. Composition violations surface as warnings (not",
+            "blocking — manager judgment overrides). Match-rule violations",
+            "(e.g., NY account moved to SF Bay) are also warned-but-allowed",
+            "with audit captured.",
+        ].join(" "), {
+            proposalId: z.string().uuid(),
+            newTerritorySlug: z.string().describe("Target patch slug. Must be in your hierarchy subtree."),
+            notes: z.string().min(5).describe("Required, min 5 chars. Captured in audit log."),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcMutation("mcp.editAccountAssignment", input)));
+    }
+    if (allowed.has("revise_account_proposal")) {
+        server.tool("revise_account_proposal", [
+            "Ops only. Demote an approved account proposal back to edited",
+            "so the manager can revise. State `approved → edited`.",
+            "final_territory_slug preserved. Audit row records who sent it",
+            "back and why. Mirrors revise_user_assignment + revise_quota_proposal.",
+        ].join(" "), {
+            proposalId: z.string().uuid(),
+            notes: z.string().min(5),
+        }, safeTool(async (input) => trpcMutation("mcp.reviseAccountProposal", input)));
+    }
+    if (allowed.has("commit_account_assignments")) {
+        server.tool("commit_account_assignments", [
+            "Ops only. Force two-step (default dryRun:true). Writes",
+            "account.territory_slug (Account Master); the existing AM SFDC",
+            "sync orchestrator (cron every 15m) pushes to Salesforce on its",
+            "next run. Pre-snapshot of every affected account's prior",
+            "territory_slug lands in audit_log under a stable rollback_id",
+            "the response surfaces — keep it for any reversal need. Re-run",
+            "with dryRun:false to commit; the response includes rollback",
+            "instructions.",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional(),
+            dryRun: z.boolean().optional().describe("Default true. Pass false to commit + advance state."),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcMutation("mcp.commitAccountAssignments", input)));
+    }
     if (allowed.has("close_cycle")) {
         server.tool("close_cycle", [
             "Ops only. Mark a planning cycle done. State `open → closed`.",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.24.0",
+  "version": "3.26.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",