@loopops/mcp-server 3.24.0 → 3.29.0

package/dist/tools/deploy.js

@@ -395,6 +395,171 @@ 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("snapshot_planning_scope")) {
+        server.tool("snapshot_planning_scope", [
+            "Ops only. Three modes:",
+            "(1) DEFAULT — materialize live TAL membership into the cycle's",
+            "frozen scope. TAL slug comes from",
+            "config/deploy/account_placement.yaml's planning_scope.tal_slug",
+            "(override via talSlugOverride). Must run BEFORE",
+            "propose_account_assignments. Idempotent on the same cycle.",
+            "(2) FORCE REFRESH — pass force:true (with reason ≥10 chars) to",
+            "delete the existing snapshot and re-read live TAL membership.",
+            "Replaces everything; invalidates ongoing manager review work.",
+            "(3) APPEND — pass appendTalSlug (with reason) to UNION members",
+            "from a second TAL into the existing scope. Surgical mid-cycle",
+            "additions. Existing rows untouched (first-snapshotted-wins on",
+            "source_tal_slug). Doesn't disturb prior manager review; the",
+            "newly-appended accounts get fresh proposal rows on next propose.",
+            "force and appendTalSlug are mutually exclusive.",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional().describe("Planning cycle. Defaults to the org's currently-open cycle."),
+            talSlugOverride: z.string().optional().describe("Override TAL slug from account_placement.yaml."),
+            force: z.boolean().optional().describe("Default false. Pass true to delete + re-snapshot. Mutually exclusive with appendTalSlug."),
+            appendTalSlug: z.string().optional().describe("Append membership from this additional TAL into the existing scope. Surgical mid-cycle additions; existing rows untouched. Requires an existing snapshot. Mutually exclusive with force."),
+            reason: z.string().min(10).optional().describe("Required when force=true OR appendTalSlug is set. Why you're modifying scope mid-cycle."),
+            branch: z.string().optional(),
+        }, safeTool(async (input) => trpcMutation("mcp.snapshotPlanningScope", input)));
+    }
+    if (allowed.has("show_planning_scope")) {
+        server.tool("show_planning_scope", [
+            "Read-only. Show the snapshotted scope for a planning cycle:",
+            "source TAL, snapshot date, total + inactive counts, and a",
+            "sample of accounts. Empty when no snapshot has been taken yet",
+            "(run snapshot_planning_scope first).",
+        ].join(" "), {
+            planningCycleId: z.string().uuid().optional().describe("Planning cycle. Defaults to the org's currently-open cycle."),
+            sampleSize: z.number().int().min(0).max(100).optional().describe("Sample rows. Default 20."),
+        }, safeTool(async (input) => trpcQuery("mcp.showPlanningScope", input)));
+    }
+    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.",
+            "Three refusal gates: (1) Phase 1 (user → territory) must be fully",
+            "committed/superseded; (2) capacity_config.active_scenario must",
+            "be set; (3) a planning scope snapshot must exist for the cycle",
+            "(run snapshot_planning_scope first). 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("rollback_account_commit")) {
+        server.tool("rollback_account_commit", [
+            "Ops only. Reverse a prior commit_account_assignments by reading",
+            "the per-proposal audit rows under the given rollback_id and",
+            "restoring each account's territory_slug to its pre_snapshot",
+            "value. Force two-step (default dryRun:true). Writes a per-row",
+            "audit entry with action='rollback' and metadata linking to the",
+            "original commit's audit_id. Proposal rows stay at",
+            "state='committed' — this is a data-plane reversal, not a",
+            "state-machine reversal. The response surfaces a fresh rollback",
+            "id you can pass back through this tool to revert the rollback.",
+            "AM's SFDC sync orchestrator (every 15m) propagates to SF.",
+        ].join(" "), {
+            rollbackId: z
+                .string()
+                .uuid()
+                .describe("rollback_id surfaced by the original commit_account_assignments call."),
+            dryRun: z
+                .boolean()
+                .optional()
+                .describe("Default true. Pass false to apply the reversal."),
+            reason: z
+                .string()
+                .min(20)
+                .describe("Why you're rolling back — required, min 20 chars. Captured in every per-proposal audit row."),
+        }, safeTool(async (input) => trpcMutation("mcp.rollbackAccountCommit", 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": "3.29.0",
   "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"
   }
-}
+}