@loopops/mcp-server 3.39.0 → 3.41.0

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/crm.js

@@ -7,19 +7,19 @@ export function registerCrmTools(server, allowed) {
     // 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.
+    // See docs/data/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.
+    // scoping. Filter by created_date in the caller. See docs/data/analytics-views.md.
     // pipeline_health retired 2026-05-06 — replaced by ClickHouse views
     // analytics.pipeline_by_stage + analytics.win_rate(range_days).
-    // See docs/CH-ANALYTICS-VIEWS.md.
+    // See docs/data/analytics-views.md.
     // rep_performance retired 2026-05-06 — replaced by ClickHouse view
-    // analytics.rep_performance(range_days). See docs/CH-ANALYTICS-VIEWS.md.
+    // analytics.rep_performance(range_days). See docs/data/analytics-views.md.
     // forecast retired 2026-05-06 — replaced by ClickHouse view
-    // analytics.forecast(quarter_start, quarter_end). See docs/CH-ANALYTICS-VIEWS.md.
+    // analytics.forecast(quarter_start, quarter_end). See docs/data/analytics-views.md.
     // update_opportunity / update_lead removed 2026-05-09 (Phase 2 of
-    // docs/SALESFORCE-MCP-PLAN.md). Opportunity + Lead writes go through
+    // docs/plans/salesforce-mcp.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.

package/dist/tools/deploy.d.ts

@@ -4,7 +4,7 @@
  * Phase 1.2 (this file) ships the first user-placement tool:
  *   propose_user_assignments — run the Python placement model on Modal,
  *                              persist proposals against an open
- *                              planning_cycle. See docs/DEPLOY-PLAN.md.
+ *                              planning_cycle. See docs/plans/deploy.md.
  *
  * The review/edit/approve/commit triplet (Phase 1.3–1.5) lands here too
  * as it ships. Quota + account placement (Phases 2–3) get separate

package/dist/tools/deploy.js

@@ -4,7 +4,7 @@
  * Phase 1.2 (this file) ships the first user-placement tool:
  *   propose_user_assignments — run the Python placement model on Modal,
  *                              persist proposals against an open
- *                              planning_cycle. See docs/DEPLOY-PLAN.md.
+ *                              planning_cycle. See docs/plans/deploy.md.
  *
  * The review/edit/approve/commit triplet (Phase 1.3–1.5) lands here too
  * as it ships. Quota + account placement (Phases 2–3) get separate
@@ -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/dist/tools/eng.js

@@ -1,5 +1,6 @@
 import { execSync } from "node:child_process";
-import { trpcQuery } from "../api-client.js";
+import { z } from "zod";
+import { trpcMutation, trpcQuery } from "../api-client.js";
 import { safeTool } from "./_helpers.js";
 import { rangeSchema } from "./_schemas.js";
 export function registerEngTools(server, allowed) {
@@ -33,4 +34,35 @@ export function registerEngTools(server, allowed) {
             }
         }));
     }
+    if (allowed.has("promote_skill_to_tool")) {
+        server.tool("promote_skill_to_tool", "Scaffold a new MCP tool from a Claude skill (markdown). Generates Zod schema + tRPC procedure + MCP registration + role-gate entry on a feature branch, then opens a PR. Eng-only. See docs/plans/promote-skill-to-tool.md.", {
+            toolName: z
+                .string()
+                .describe("Snake_case MCP wire name, e.g. 'review_partner_pipeline'."),
+            skillContent: z
+                .string()
+                .describe("Full markdown content of the skill (frontmatter + body)."),
+            intendedRole: z
+                .enum(["rep", "manager", "leadership", "ops", "eng"])
+                .describe("MCP role gate — which role tier should see the tool."),
+            implementation: z
+                .enum(["agent", "code"])
+                .describe("'agent' = procedure delegates to Claude on the server. 'code' = procedure is hand-written TS; skill becomes a doc comment."),
+            category: z
+                .string()
+                .optional()
+                .describe("Tool category file under packages/mcp-server/src/tools/. Defaults to 'eng' for eng-tier tools, otherwise 'misc'."),
+            proposerEmail: z
+                .string()
+                .optional()
+                .describe("Email of the person who proposed the skill — for PR attribution."),
+        }, safeTool(async ({ toolName, skillContent, intendedRole, implementation, category, proposerEmail }) => trpcMutation("mcp.promoteSkillToTool", {
+            toolName,
+            skillContent,
+            intendedRole,
+            implementation,
+            category,
+            proposerEmail,
+        })));
+    }
 }

package/dist/tools/pursue.d.ts

@@ -1,7 +1,7 @@
 /**
  * Pursue-loop hybrid analysis tools.
  *
- * Home for hybrid-tools-pattern (docs/HYBRID-TOOLS.md) tools that operate
+ * Home for hybrid-tools-pattern (docs/engineering/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

package/dist/tools/pursue.js

@@ -1,7 +1,7 @@
 /**
  * Pursue-loop hybrid analysis tools.
  *
- * Home for hybrid-tools-pattern (docs/HYBRID-TOOLS.md) tools that operate
+ * Home for hybrid-tools-pattern (docs/engineering/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

package/dist/tools/reporting.js

@@ -4,11 +4,11 @@ import { rangeSchema, salesforceLeadIdSchema, } from "./_schemas.js";
 export function registerReportingTools(server, allowed) {
     // 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.
+    // server (mcp.clickhouse.cloud/mcp). See docs/data/analytics-views.md.
     // scoring_distribution retired 2026-05-06 — replaced by ClickHouse view
-    // analytics.scoring_distribution(range_days). See docs/CH-ANALYTICS-VIEWS.md.
+    // analytics.scoring_distribution(range_days). See docs/data/analytics-views.md.
     // routing_report retired 2026-05-06 — replaced by ClickHouse view
-    // analytics.routing_report(range_days). See docs/CH-ANALYTICS-VIEWS.md.
+    // analytics.routing_report(range_days). See docs/data/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/dist/tools/sfdc-sync.js

@@ -71,7 +71,7 @@ export function registerSfdcSyncTools(server, allowed) {
             "  4. Add a reason on each approve=yes row (audit log; required, ≥3 chars)",
             "  5. Run `process_approvals_csv` with the edited CSV content",
             "",
-            "See docs/csv-templates/pending-approvals.csv for the canonical shape.",
+            "See docs/operations/tools/csv-templates/pending-approvals.csv for the canonical shape.",
         ].join("\n"), {
             limit: z
                 .number()
@@ -102,7 +102,7 @@ export function registerSfdcSyncTools(server, allowed) {
             "the corrected CSV any time; already-approved accounts return 'not_in_review' and are",
             "reported as failures (idempotent — no double-approval).",
             "",
-            "See docs/csv-templates/pending-approvals.csv for the canonical shape.",
+            "See docs/operations/tools/csv-templates/pending-approvals.csv for the canonical shape.",
         ].join("\n"), {
             csv: z
                 .string()

package/dist/tools/tal.d.ts

@@ -1,7 +1,7 @@
 /**
  * Target Account List (TAL) MCP tool wrappers.
  *
- * Phase 3.5.5 of docs/ACCOUNT-MASTER-PLAN.md.
+ * Phase 3.5.5 of docs/plans/account-master.md.
  *
  * Tools (ops + eng):
  *   list_tals             — catalog of every TAL with member counts

package/dist/tools/tal.js

@@ -1,7 +1,7 @@
 /**
  * Target Account List (TAL) MCP tool wrappers.
  *
- * Phase 3.5.5 of docs/ACCOUNT-MASTER-PLAN.md.
+ * Phase 3.5.5 of docs/plans/account-master.md.
  *
  * Tools (ops + eng):
  *   list_tals             — catalog of every TAL with member counts

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.39.0",
+  "version": "3.41.0",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",