@loopops/mcp-server 3.7.0 → 3.9.0
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- package/dist/tools/sfdc-sync.js +60 -1
- package/package.json +1 -1
package/dist/tools/sfdc-sync.js
CHANGED
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@@ -42,9 +42,68 @@ export function registerSfdcSyncTools(server, allowed) {
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"config/account_master/sfdc_deploy.yaml has initial_deployment.mode=review). Promotes the",
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"account to pending_update_deployment so the next deploy run pushes it to SF.",
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"",
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45
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"Always include a `reason` — it lands on the lifecycle event payload alongside a snapshot",
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46
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"of the account's score + key fields at approval time. Future operators can reconstruct",
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47
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"'why did we approve this back in May?' from the event row alone.",
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48
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"",
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"Use this for the first push of every new account until you flip mode=auto in the YAML",
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"(once you trust the eligibility filter + field map).",
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-
].join("\n"),
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].join("\n"), {
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...accountIdentifierShape,
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reason: z
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.string()
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.min(3)
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.max(500)
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.describe("Why this account is being approved (e.g. 'Tier-1 strategic prospect', 'Existing customer expansion target', 'Q3 ABM list'). Stored in the lifecycle event payload for audit."),
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58
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}, safeTool(async (input) => trpcMutation("mcp.approveInitialDeployment", input)));
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59
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}
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60
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if (allowed.has("export_pending_approvals")) {
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server.tool("export_pending_approvals", [
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"Export the pending_initial_deployment_review queue as CSV text. Each row carries the",
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"account_id (required for round-trip), key context fields (name, domain, country, segment,",
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"score, band, queued_since), and two empty operator-input columns: `approve` and `reason`.",
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65
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"",
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"Workflow:",
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67
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" 1. Run this tool — copy the CSV text from the response",
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68
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" 2. Paste into Excel / Google Sheets / Numbers, edit the approve + reason columns",
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69
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" 3. Set approve=yes (or y/true) on rows you want to push to SF; leave others blank or =no",
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" 4. Add a reason on each approve=yes row (audit log; required, ≥3 chars)",
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" 5. Run `process_approvals_csv` with the edited CSV content",
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"",
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"See docs/csv-templates/pending-approvals.csv for the canonical shape.",
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].join("\n"), {
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limit: z
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.number()
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.int()
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.positive()
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.max(1000)
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.optional()
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.describe("Max accounts in the export (1-1000). Default: 200."),
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}, safeTool(async (input) => trpcQuery("mcp.exportPendingApprovals", input)));
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}
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if (allowed.has("process_approvals_csv")) {
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server.tool("process_approvals_csv", [
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"Bulk-approve accounts from a CSV exported via `export_pending_approvals`. For each row",
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"where `approve = yes/y/true`, calls approveInitialDeployment with the row's reason —",
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"writes the same lifecycle event (with reason + snapshot payload) as a single-account",
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"approval would.",
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"",
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"Validation:",
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" - account_id must currently be in pending_initial_deployment_review (else row fails)",
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" - reason must be ≥3 chars on approve=yes rows (else row fails)",
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" - approve != yes → row is skipped (account stays in the queue)",
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"",
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"Failures don't abort the batch — they're collected and surfaced in the response. Re-run",
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"the corrected CSV any time; already-approved accounts return 'not_in_review' and are",
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"reported as failures (idempotent — no double-approval).",
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"",
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"See docs/csv-templates/pending-approvals.csv for the canonical shape.",
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].join("\n"), {
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csv: z
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.string()
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.min(1)
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105
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.describe("CSV content (header row + data rows). Required headers: account_id, approve, reason. Other columns from export_pending_approvals are tolerated."),
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106
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}, safeTool(async (input) => trpcMutation("mcp.processApprovalsCsv", input)));
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}
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108
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if (allowed.has("deployment_status")) {
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server.tool("deployment_status", "Top-line counts of accounts in each deployment lifecycle state (pending review, pending update, deployed, deployment_failed, sync_drift). Includes a sample of the initial-review queue so ops can spot-check what's waiting for approval.", {
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