@loopops/mcp-server 3.8.0 → 3.9.1

package/dist/tools/_csv-input.d.ts

@@ -0,0 +1,27 @@
+/**
+ * Helper for tools that accept "either CSV content as text, or a path to
+ * a CSV file." The MCP server runs locally as a subprocess on the user's
+ * machine, so file IO is available; this lets operators say "process the
+ * file at ~/Downloads/foo.csv" without a separate Read step in chat.
+ *
+ * Both `import_accounts_csv` and `process_approvals_csv` use this. The
+ * tRPC procedures behind them still take CSV content — this is purely
+ * a wrapper convenience.
+ */
+export type CsvInput = {
+    /** CSV content as a string (when operator pastes it inline). */
+    csv?: string;
+    /** Filesystem path (absolute, ~-prefixed, or relative to cwd). */
+    csvPath?: string;
+};
+/**
+ * Resolve to CSV content. Throws with operator-friendly messages on
+ * misuse (both unset, both set, file missing, file empty).
+ */
+export declare function resolveCsvInput(input: CsvInput): Promise<string>;
+/**
+ * Common Zod-friendly description for the csvPath field. Tool authors
+ * pass this as the `.describe()` argument so the wording stays
+ * consistent across tools.
+ */
+export declare const CSV_PATH_DESCRIPTION = "Path to a CSV file on the operator's machine. Absolute, ~-prefixed (e.g. `~/Downloads/foo.csv`), or relative to the MCP subprocess's working directory. Either `csv` or `csvPath` is required (not both).";

package/dist/tools/_csv-input.js

@@ -0,0 +1,56 @@
+/**
+ * Helper for tools that accept "either CSV content as text, or a path to
+ * a CSV file." The MCP server runs locally as a subprocess on the user's
+ * machine, so file IO is available; this lets operators say "process the
+ * file at ~/Downloads/foo.csv" without a separate Read step in chat.
+ *
+ * Both `import_accounts_csv` and `process_approvals_csv` use this. The
+ * tRPC procedures behind them still take CSV content — this is purely
+ * a wrapper convenience.
+ */
+import { readFile } from "node:fs/promises";
+import { homedir } from "node:os";
+import { isAbsolute, resolve } from "node:path";
+/**
+ * Resolve to CSV content. Throws with operator-friendly messages on
+ * misuse (both unset, both set, file missing, file empty).
+ */
+export async function resolveCsvInput(input) {
+    const hasContent = input.csv !== undefined && input.csv.length > 0;
+    const hasPath = input.csvPath !== undefined && input.csvPath.length > 0;
+    if (!hasContent && !hasPath) {
+        throw new Error("Provide either `csv` (the CSV content as text) or `csvPath` (a path to a CSV file).");
+    }
+    if (hasContent && hasPath) {
+        throw new Error("Provide either `csv` or `csvPath`, not both. Pick one — content for paste-in, path for an on-disk file.");
+    }
+    if (hasContent)
+        return input.csv;
+    // Path branch. Expand `~` to $HOME, resolve relative paths from
+    // the current working directory of the MCP subprocess.
+    let path = input.csvPath;
+    if (path.startsWith("~/")) {
+        path = resolve(homedir(), path.slice(2));
+    }
+    else if (!isAbsolute(path)) {
+        path = resolve(process.cwd(), path);
+    }
+    let content;
+    try {
+        content = await readFile(path, "utf-8");
+    }
+    catch (err) {
+        const reason = err instanceof Error ? err.message : String(err);
+        throw new Error(`Could not read CSV file at \`${path}\`: ${reason}`);
+    }
+    if (content.length === 0) {
+        throw new Error(`File at \`${path}\` is empty.`);
+    }
+    return content;
+}
+/**
+ * Common Zod-friendly description for the csvPath field. Tool authors
+ * pass this as the `.describe()` argument so the wording stays
+ * consistent across tools.
+ */
+export const CSV_PATH_DESCRIPTION = "Path to a CSV file on the operator's machine. Absolute, ~-prefixed (e.g. `~/Downloads/foo.csv`), or relative to the MCP subprocess's working directory. Either `csv` or `csvPath` is required (not both).";

package/dist/tools/account-master.js

@@ -16,6 +16,7 @@
  */
 import { z } from "zod";
 import { trpcMutation, trpcQuery } from "../api-client.js";
+import { CSV_PATH_DESCRIPTION, resolveCsvInput } from "./_csv-input.js";
 import { safeTool } from "./_helpers.js";
 export function registerAccountMasterTools(server, allowed) {
     if (allowed.has("account_lookup")) {
@@ -82,8 +83,9 @@ export function registerAccountMasterTools(server, allowed) {
         ].join(" "), {
             csv: z
                 .string()
-                .min(1)
-                .describe("CSV content as text. First row must be the header. Accepts the same header aliases as the account-master-csv-import.mjs script."),
+                .optional()
+                .describe("CSV content as text. First row must be the header. Accepts the same header aliases as the account-master-csv-import.mjs script. Provide this OR csvPath, not both."),
+            csvPath: z.string().optional().describe(CSV_PATH_DESCRIPTION),
             source: z
                 .string()
                 .min(1)
@@ -99,7 +101,12 @@ export function registerAccountMasterTools(server, allowed) {
                 .boolean()
                 .optional()
                 .describe("If true, drain the queue via the matcher immediately after insert."),
-        }, safeTool(async (input) => trpcMutation("mcp.importAccountsCsv", input)));
+        }, safeTool(async (input) => {
+            const csv = await resolveCsvInput(input);
+            // eslint-disable-next-line @typescript-eslint/no-unused-vars
+            const { csv: _csv, csvPath: _csvPath, ...rest } = input;
+            return trpcMutation("mcp.importAccountsCsv", { csv, ...rest });
+        }));
     }
     if (allowed.has("override_account_attribute")) {
         server.tool("override_account_attribute", [

package/dist/tools/sfdc-sync.js

@@ -11,6 +11,7 @@
  */
 import { z } from "zod";
 import { trpcMutation, trpcQuery } from "../api-client.js";
+import { CSV_PATH_DESCRIPTION, resolveCsvInput } from "./_csv-input.js";
 import { safeTool } from "./_helpers.js";
 const accountIdentifierShape = {
     accountId: z
@@ -57,6 +58,62 @@ export function registerSfdcSyncTools(server, allowed) {
                 .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."),
         }, safeTool(async (input) => trpcMutation("mcp.approveInitialDeployment", input)));
     }
+    if (allowed.has("export_pending_approvals")) {
+        server.tool("export_pending_approvals", [
+            "Export the pending_initial_deployment_review queue as CSV text. Each row carries the",
+            "account_id (required for round-trip), key context fields (name, domain, country, segment,",
+            "score, band, queued_since), and two empty operator-input columns: `approve` and `reason`.",
+            "",
+            "Workflow:",
+            "  1. Run this tool — copy the CSV text from the response",
+            "  2. Paste into Excel / Google Sheets / Numbers, edit the approve + reason columns",
+            "  3. Set approve=yes (or y/true) on rows you want to push to SF; leave others blank or =no",
+            "  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.",
+        ].join("\n"), {
+            limit: z
+                .number()
+                .int()
+                .positive()
+                .max(1000)
+                .optional()
+                .describe("Max accounts in the export (1-1000). Default: 200."),
+        }, safeTool(async (input) => trpcQuery("mcp.exportPendingApprovals", input)));
+    }
+    if (allowed.has("process_approvals_csv")) {
+        server.tool("process_approvals_csv", [
+            "Bulk-approve accounts from a CSV exported via `export_pending_approvals`. For each row",
+            "where `approve = yes/y/true`, calls approveInitialDeployment with the row's reason —",
+            "writes the same lifecycle event (with reason + snapshot payload) as a single-account",
+            "approval would.",
+            "",
+            "Provide EITHER `csv` (paste content inline) OR `csvPath` (path to a file on the",
+            "operator's machine; absolute or `~/`-prefixed). The MCP subprocess reads files locally,",
+            "so `csvPath` works for both Claude Code and Claude Desktop.",
+            "",
+            "Validation:",
+            "  - account_id must currently be in pending_initial_deployment_review (else row fails)",
+            "  - reason must be ≥3 chars on approve=yes rows (else row fails)",
+            "  - approve != yes → row is skipped (account stays in the queue)",
+            "",
+            "Failures don't abort the batch — they're collected and surfaced in the response. Re-run",
+            "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.",
+        ].join("\n"), {
+            csv: z
+                .string()
+                .optional()
+                .describe("CSV content (header row + data rows). Required headers: account_id, approve, reason. Other columns from export_pending_approvals are tolerated. Provide this OR csvPath, not both."),
+            csvPath: z.string().optional().describe(CSV_PATH_DESCRIPTION),
+        }, safeTool(async (input) => {
+            const csv = await resolveCsvInput(input);
+            return trpcMutation("mcp.processApprovalsCsv", { csv });
+        }));
+    }
     if (allowed.has("deployment_status")) {
         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.", {
             sampleSize: z

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@loopops/mcp-server",
-  "version": "3.8.0",
+  "version": "3.9.1",
   "description": "Loop Operations MCP Server — AI skills for RevOps",
   "license": "UNLICENSED",
   "type": "module",