@loopops/mcp-server 3.39.0 → 3.40.0

package/dist/tools/config.js

@@ -371,6 +371,7 @@ export function registerConfigTools(server, allowed) {
     if (allowed.has("preview_routing")) {
         server.tool("preview_routing", "Simulate Route loop resolution for a hypothetical lead. Walks config/route/rules.yaml, dispatches to territory/pool/queue/user/target_account handler, and returns the resolved owner + audit trail. Useful for testing rule changes before merging. Requires at least billing geography or email.", {
             email: z.string().optional().describe("Lead email — also extracts the domain for target_account lookup."),
+            company_name: z.string().optional().describe("Lead.Company. Drives Account Master fuzzy-name matching."),
             billing_country: z.string().optional().describe("ISO country code (US, GB, JP, etc.)."),
             billing_state: z.string().optional().describe("ISO state code (CA, NY, etc.)."),
             billing_city: z.string().optional().describe("City name."),
@@ -379,6 +380,24 @@ export function registerConfigTools(server, allowed) {
             source: z.string().optional().describe("Lead source (Web, Partner Referral, etc.)."),
         }, safeTool(async (input) => trpcMutation("mcp.previewRouting", input)));
     }
+    if (allowed.has("preview_contact_routing")) {
+        server.tool("preview_contact_routing", "Simulate Route loop resolution for a hypothetical Contact. Resolves the account (existing AccountId → Account Master matcher → SOQL domain fallback), walks the territory cascade for an owner, and applies the open-opportunity attach policy (single_only / most_recent / never). Useful for validating contact-routing setup without writing to SF.", {
+            email: z.string().optional().describe("Contact email — feeds AM matcher + SOQL fallback when no AccountId."),
+            company_name: z.string().optional().describe("Account name or company hint. Drives AM fuzzy_name when no AccountId."),
+            account_id: z.string().optional().describe("Existing SF Account.Id, if the contact is already linked. Bypasses matching."),
+            billing_country: z.string().optional().describe("ISO country code from Contact.MailingCountry."),
+            billing_state: z.string().optional().describe("ISO state code from Contact.MailingState."),
+            billing_city: z.string().optional().describe("City from Contact.MailingCity."),
+            hierarchy_mode: z
+                .enum(["exact", "ultimate_parent", "best_child_by_country"])
+                .optional()
+                .describe("Hierarchy walk after AM match. Default: exact."),
+            opp_attach_policy: z
+                .enum(["single_only", "most_recent", "never"])
+                .optional()
+                .describe("Open-opp attach policy. Default: most_recent (LeanData default)."),
+        }, safeTool(async (input) => trpcMutation("mcp.previewContactRouting", input)));
+    }
     // list_pending_territories + assign_territories retired 2026-05-10.
     // Account placement now uses the Phase 3 propose_account_assignments
     // chain (with commit_cycle for directory-shape scenarios).

package/dist/tools/deploy.js

@@ -455,13 +455,18 @@ export function registerDeployTools(server, allowed) {
     }
     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",
+            "Manager+. Run the Phase 3 account-placement model for an open",
+            "planning cycle. Scope-aware: managers re-run for accounts in",
+            "their hierarchy subtree (sync; persist scoped to their accounts;",
+            "approved + committed rows preserved across the run). Ops/eng",
+            "run org-wide (async-by-default; poll via",
+            "propose_account_assignments_status). 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",
@@ -472,7 +477,7 @@ export function registerDeployTools(server, allowed) {
             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."),
-            async: z.boolean().optional().describe("Run the placement model as a Modal background job (bypasses Vercel's 5-min function ceiling). Returns immediately with a job_id; poll status via propose_account_assignments_status. Recommended for cycles with >500 accounts. Default: false."),
+            async: z.boolean().optional().describe("Run the placement model as a Modal background job (bypasses Vercel's 5-min function ceiling). Returns immediately with a job_id; poll status via propose_account_assignments_status. Recommended for cycles with >500 accounts. Default: false. NOTE: silently downgraded to sync for manager calls — async scoping isn't plumbed through the Modal worker yet."),
             branch: z.string().optional(),
         }, safeTool(async (input) => trpcMutation("mcp.proposeAccountAssignments", input)));
     }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.39.0",
+  "version": "3.40.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",