@opencx/mcp 1.15.14 → 1.15.16

package/dist/server.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AA6CpE,MAAM,WAAW,mBAAmB;IAClC,6FAA6F;IAC7F,iBAAiB,CAAC,EAAE,MAAM,CAAC;IAC3B;;;;OAIG;IACH,eAAe,CAAC,EAAE,MAAM,CAAC;CAC1B;AAED,wBAAgB,YAAY,CAC1B,MAAM,EAAE,MAAM,EACd,OAAO,EAAE,MAAM,EACf,OAAO,GAAE,mBAAwB,GAChC,SAAS,CAsDX"}
+{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AA+CpE,MAAM,WAAW,mBAAmB;IAClC,6FAA6F;IAC7F,iBAAiB,CAAC,EAAE,MAAM,CAAC;IAC3B;;;;OAIG;IACH,eAAe,CAAC,EAAE,MAAM,CAAC;CAC1B;AAED,wBAAgB,YAAY,CAC1B,MAAM,EAAE,MAAM,EACd,OAAO,EAAE,MAAM,EACf,OAAO,GAAE,mBAAwB,GAChC,SAAS,CAwDX"}

package/dist/server.js

@@ -4,6 +4,7 @@ import { registerActionTools } from './tools/actions.js';
 import { registerAvailabilityStatusTools } from './tools/availability-statuses.js';
 import { registerAutopilotTools } from './tools/autopilot.js';
 import { registerBlocklistTools } from './tools/blocklist.js';
+import { registerCompanyTools } from './tools/companies.js';
 import { registerContactTools } from './tools/contacts.js';
 import { registerContactSegmentTools } from './tools/contact-segments.js';
 import { registerSessionTools } from './tools/sessions.js';
@@ -17,6 +18,7 @@ import { registerTeamTools } from './tools/teams.js';
 import { registerEmailTools } from './tools/email.js';
 import { registerEmailTemplateTools } from './tools/email-templates.js';
 import { registerMacroTools } from './tools/macros.js';
+import { registerSalesforceAiReplyTemplateTools } from './tools/salesforce-ai-reply-templates.js';
 import { registerPhoneTools } from './tools/phone.js';
 import { registerOrgTools } from './tools/org.js';
 import { registerSearchTools } from './tools/search.js';
@@ -55,6 +57,7 @@ export function createServer(apiKey, baseUrl, options = {}) {
     registerAvailabilityStatusTools(server, client);
     registerBlocklistTools(server, client);
     registerContactTools(server, client);
+    registerCompanyTools(server, client);
     registerContactSegmentTools(server, client);
     registerSessionTools(server, client);
     registerTrainingTools(server, client);
@@ -67,6 +70,7 @@ export function createServer(apiKey, baseUrl, options = {}) {
     registerEmailTools(server, client);
     registerEmailTemplateTools(server, client);
     registerMacroTools(server, client);
+    registerSalesforceAiReplyTemplateTools(server, client);
     registerPhoneTools(server, client);
     registerOrgTools(server, client);
     registerSearchTools(server, client);

package/dist/server.js.map

@@ -1 +1 @@
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package/dist/tools/companies.d.ts

@@ -0,0 +1,4 @@
+import { type McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { OpenCXClient } from '../api-client.js';
+export declare function registerCompanyTools(server: McpServer, client: OpenCXClient): void;
+//# sourceMappingURL=companies.d.ts.map

package/dist/tools/companies.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"companies.d.ts","sourceRoot":"","sources":["../../src/tools/companies.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAGzE,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,kBAAkB,CAAC;AAoBrD,wBAAgB,oBAAoB,CAAC,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,YAAY,QA+K3E"}

package/dist/tools/companies.js

@@ -0,0 +1,127 @@
+import { z } from 'zod';
+import { jsonContent } from '../api-client.js';
+/** Name one teammate, by id or email — never both. Shared by both write tools. */
+const ownerInput = z.object({
+    id: z.number().int().optional().describe('OpenCX user id of the owning teammate'),
+    email: z
+        .string()
+        .email()
+        .optional()
+        .describe('Email of the owning teammate, matched case-insensitively against your members'),
+});
+export function registerCompanyTools(server, client) {
+    server.registerTool('list_companies', {
+        description: 'List the companies in your organization, newest first. Each company carries its external_id (your own key for it), attributes, and its agent_owner — the teammate who owns the account, or null when nobody does.',
+        inputSchema: {
+            page: z.number().int().min(1).optional().describe('Page number, starting at 1'),
+            limit: z.number().int().min(1).max(200).optional().describe('Companies per page, max 200'),
+        },
+    }, async ({ page, limit }) => {
+        const data = (await client.GET('/companies', { params: { query: { page, limit } } })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('get_company', {
+        description: 'Retrieve one company by its OpenCX id, including its attributes and its agent_owner.',
+        inputSchema: {
+            company_id: z.string().describe('The OpenCX company id (a uuid), not your external_id'),
+        },
+    }, async ({ company_id }) => {
+        const data = (await client.GET('/companies/{company_id}', { params: { path: { company_id } } })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('upsert_company', {
+        description: 'Create or update a company, keyed on your own identifier (external_id) — a Zoho account id, a merchant id, whatever you use. Creates it when the key is unknown, otherwise merges. `name` is only required when creating. Attributes merge; send an attribute as null to clear that key.',
+        inputSchema: {
+            external_id: z.string().min(1).describe("Your organization's own key for this company"),
+            name: z.string().min(1).optional().describe('Display name. Required only when creating.'),
+            custom_data: z
+                .record(z.string(), z.union([z.string(), z.number(), z.boolean(), z.null()]))
+                .optional()
+                .describe('Company attributes to merge. A null value clears that key.'),
+            owner: ownerInput
+                .nullable()
+                .optional()
+                .describe('Set the owning teammate while creating or updating. Omit to leave ownership unchanged; null clears it.'),
+        },
+    }, async (params) => {
+        const body = {
+            external_id: params.external_id,
+            name: params.name,
+            custom_data: params.custom_data,
+            owner: params.owner,
+        };
+        const data = (await client.POST('/companies', { body })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('set_company_owner', {
+        description: 'Assign the teammate who owns a company. Name them inside `owner` by either `email` or `id` — exactly one, not both. The email is matched against your organization members regardless of capitalisation, so you can pass an address straight from a CRM. Pass `owner` as null to leave the company unowned. Someone who is not a member of your organization is rejected.',
+        inputSchema: {
+            external_id: z.string().min(1).describe('Your own key for the company'),
+            owner: ownerInput
+                .nullable()
+                .describe('The teammate who owns this account. Null leaves the company unowned.'),
+        },
+    }, async ({ external_id, owner }) => {
+        const body = { owner };
+        const data = (await client.PUT('/companies/{external_id}/owner', {
+            params: { path: { external_id } },
+            body,
+        })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('list_contact_companies', {
+        description: 'List every company a contact belongs to, newest link first. An empty list is the ordinary state for a contact in no company, not an error.',
+        inputSchema: {
+            contact_id: z.string().describe('The OpenCX contact id (a uuid)'),
+        },
+    }, async ({ contact_id }) => {
+        const data = (await client.GET('/contacts/{contact_id}/companies', { params: { path: { contact_id } } })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('link_contact_to_company', {
+        description: 'Add an EXISTING company to a contact, resolved by your own key (external_id). An unknown key is rejected rather than creating a company. A contact may belong to several companies, so this adds rather than replaces; linking the same pair twice reports `unchanged`.',
+        inputSchema: {
+            contact_id: z.string().describe('The OpenCX contact id (a uuid)'),
+            external_id: z.string().min(1).describe('Your own key for the company to link'),
+        },
+    }, async ({ contact_id, external_id }) => {
+        const body = { external_id };
+        const data = (await client.POST('/contacts/{contact_id}/companies', {
+            params: { path: { contact_id } },
+            body,
+        })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('link_contacts_to_companies', {
+        description: 'Link up to 100 contacts to companies in one call. Name each contact by contact_id, contact_email, or contact_phone — exactly one. Failures are isolated: a link that fails returns an error in its own entry without affecting the others, so the call succeeds even when some links do not.',
+        inputSchema: {
+            links: z
+                .array(z.object({
+                contact_id: z.string().optional().describe('The OpenCX contact id, if you hold it'),
+                contact_email: z.string().email().optional().describe('Look the contact up by email'),
+                contact_phone: z.string().optional().describe('Look the contact up by phone'),
+                external_id: z.string().min(1).describe('Your own key for the company'),
+            }))
+                .min(1)
+                .max(100)
+                .describe('One entry per link, at most 100'),
+        },
+    }, async ({ links }) => {
+        const body = { links };
+        const data = (await client.POST('/companies/links', { body })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('unlink_contact_from_company', {
+        description: 'Remove ONE company from a contact, leaving any others intact. Reports `unchanged` when the contact was not in that company.',
+        inputSchema: {
+            contact_id: z.string().describe('The OpenCX contact id (a uuid)'),
+            external_id: z.string().min(1).describe('Your own key for the company to remove'),
+        },
+    }, async ({ contact_id, external_id }) => {
+        const data = (await client.DELETE('/contacts/{contact_id}/companies/{external_id}', {
+            params: { path: { contact_id, external_id } },
+        })).data;
+        return jsonContent(data);
+    });
+}
+//# sourceMappingURL=companies.js.map

package/dist/tools/companies.js.map

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package/dist/tools/salesforce-ai-reply-templates.d.ts

@@ -0,0 +1,4 @@
+import { type McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { OpenCXClient } from '../api-client.js';
+export declare function registerSalesforceAiReplyTemplateTools(server: McpServer, client: OpenCXClient): void;
+//# sourceMappingURL=salesforce-ai-reply-templates.d.ts.map

package/dist/tools/salesforce-ai-reply-templates.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/salesforce-ai-reply-templates.js

@@ -0,0 +1,95 @@
+import { z } from 'zod';
+import { jsonContent } from '../api-client.js';
+const SALESFORCE_V2_ONLY = 'Available only to organizations on the Salesforce v2 (Email-to-Case) integration — other organizations get a 400.';
+const templateHtmlDescription = 'Template HTML. Put {{content}} where the AI agent\'s reply goes (text above it is the greeting, text below the signature); without {{content}} the whole template is appended below the reply. Variables: system objects {{contact.full_name}}, {{contact.first_name}}, {{contact.email}}, {{session.number}}, {{session.language}}, {{org.name}} (HTML-escaped) and any session attribute key such as {{sf_case_Regards__c}} or {{sf_case_SixtLogo__c}} (inserted raw — Salesforce Case formula fields hold HTML fragments — then sanitized). Conditions: {{#if sf_case_Language__c == "de"}}…{{else}}…{{/if}}. Unknown variables render empty. Scripts, event handlers and non-https images are stripped; {{content}} may appear at most once. Use preview_salesforce_ai_reply_template to see the exact rendering against a real session before saving.';
+const ruleConditionSchema = z.discriminatedUnion('type', [
+    z.object({
+        type: z.literal('attribute'),
+        key: z.string().min(1).max(200).describe('Session attribute key, e.g. sf_case_Language__c'),
+        op: z.enum(['exists', 'not_exists', 'eq', 'neq', 'contains']),
+        value: z.string().max(500).optional().describe('Required for eq / neq / contains'),
+    }),
+    z.object({
+        type: z.literal('tag'),
+        op: z.enum(['has', 'not_has']),
+        value: z.string().min(1).max(200).describe('Tag name'),
+    }),
+]);
+const rulesSchema = z
+    .object({ conditions: z.array(ruleConditionSchema).min(1).max(10) })
+    .describe('Auto-selection rules: ANDed conditions on session attributes/tags. At send time the first rule-bearing template (creation order) whose conditions all match is used, otherwise the default. Most Salesforce setups need no rules — {{#if}} inside one template covers per-language/per-country variants.');
+export function registerSalesforceAiReplyTemplateTools(server, client) {
+    server.registerTool('list_salesforce_ai_reply_templates', {
+        description: `List the AI agent's reply templates for the organization: greeting/signature HTML with {{variables}} rendered around or below the AI's autopilot Salesforce Case emails, with one default and optional auto-selection rules. ${SALESFORCE_V2_ONLY}`,
+    }, async () => {
+        const data = (await client.GET('/salesforce/ai-reply-templates')).data;
+        return jsonContent(data);
+    });
+    server.registerTool('create_salesforce_ai_reply_template', {
+        description: `Create an AI reply template. The organization's first template becomes the default automatically; is_default=true on a later one moves the default atomically. ${SALESFORCE_V2_ONLY}`,
+        inputSchema: {
+            name: z.string().min(1).max(100).describe('Template name, unique per organization'),
+            template_html: z.string().min(1).max(20_000).describe(templateHtmlDescription),
+            is_default: z.boolean().optional().describe('Make this the default template'),
+            rules: rulesSchema.nullable().optional(),
+        },
+    }, async ({ name, template_html, is_default, rules }) => {
+        const body = {
+            name,
+            template_html,
+            ...(is_default !== undefined ? { is_default } : {}),
+            ...(rules !== undefined ? { rules } : {}),
+        };
+        const data = (await client.POST('/salesforce/ai-reply-templates', { body })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('update_salesforce_ai_reply_template', {
+        description: `Partially update an AI reply template: name, template_html, is_default (true moves the default onto it), rules (null clears them). ${SALESFORCE_V2_ONLY}`,
+        inputSchema: {
+            id: z.string().uuid().describe('Template ID'),
+            name: z.string().min(1).max(100).optional(),
+            template_html: z.string().min(1).max(20_000).optional().describe(templateHtmlDescription),
+            is_default: z.boolean().optional(),
+            rules: rulesSchema.nullable().optional(),
+        },
+    }, async ({ id, name, template_html, is_default, rules }) => {
+        const body = {
+            ...(name !== undefined ? { name } : {}),
+            ...(template_html !== undefined ? { template_html } : {}),
+            ...(is_default !== undefined ? { is_default } : {}),
+            ...(rules !== undefined ? { rules } : {}),
+        };
+        const data = (await client.PATCH('/salesforce/ai-reply-templates/{id}', {
+            params: { path: { id } },
+            body,
+        })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('delete_salesforce_ai_reply_template', {
+        description: `Permanently delete an AI reply template. Deleting the default leaves the AI replying plain until another template is made default. ${SALESFORCE_V2_ONLY}`,
+        inputSchema: { id: z.string().uuid().describe('Template ID') },
+    }, async ({ id }) => {
+        await client.DELETE('/salesforce/ai-reply-templates/{id}', { params: { path: { id } } });
+        return jsonContent({ deleted: true, id });
+    });
+    server.registerTool('preview_salesforce_ai_reply_template', {
+        description: `Render a template (saved or not) exactly as the AI agent would send it, against a real session: the one with session_number, else the most recent Salesforce-linked session, else an empty context. Returns html, text, the session used and the variables that came out empty. Use it to check variables and {{#if}} branches before creating or updating a template. ${SALESFORCE_V2_ONLY}`,
+        inputSchema: {
+            template_html: z.string().min(1).max(20_000).describe(templateHtmlDescription),
+            session_number: z
+                .number()
+                .int()
+                .positive()
+                .optional()
+                .describe('Session number to render against (defaults to the latest Salesforce-linked session)'),
+        },
+    }, async ({ template_html, session_number }) => {
+        const body = {
+            template_html,
+            ...(session_number !== undefined ? { session_number } : {}),
+        };
+        const data = (await client.POST('/salesforce/ai-reply-templates/preview', { body })).data;
+        return jsonContent(data);
+    });
+}
+//# sourceMappingURL=salesforce-ai-reply-templates.js.map

package/dist/tools/salesforce-ai-reply-templates.js.map

@@ -0,0 +1 @@
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package/dist/utils/session-channel.d.ts

@@ -1,4 +1,4 @@
 import { z } from 'zod';
-export declare const sessionChannelValues: readonly ["web", "email", "phone_voice", "slack", "sms", "whatsapp", "instagram", "messenger", "api", "web_voice", "twitter", "twitter_mentions"];
-export declare const sessionChannelSchema: z.ZodEnum<["web", "email", "phone_voice", "slack", "sms", "whatsapp", "instagram", "messenger", "api", "web_voice", "twitter", "twitter_mentions"]>;
+export declare const sessionChannelValues: readonly ["web", "email", "phone_voice", "slack", "sms", "whatsapp", "instagram", "messenger", "api", "web_voice", "twitter", "twitter_mentions", "app_review"];
+export declare const sessionChannelSchema: z.ZodEnum<["web", "email", "phone_voice", "slack", "sms", "whatsapp", "instagram", "messenger", "api", "web_voice", "twitter", "twitter_mentions", "app_review"]>;
 //# sourceMappingURL=session-channel.d.ts.map

package/dist/utils/session-channel.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"session-channel.d.ts","sourceRoot":"","sources":["../../src/utils/session-channel.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,oBAAoB,mJAaa,CAAC;AAW/C,eAAO,MAAM,oBAAoB,qJAA+B,CAAC"}
+{"version":3,"file":"session-channel.d.ts","sourceRoot":"","sources":["../../src/utils/session-channel.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAKxB,eAAO,MAAM,oBAAoB,iKAca,CAAC;AAW/C,eAAO,MAAM,oBAAoB,mKAA+B,CAAC"}

package/dist/utils/session-channel.js

@@ -12,6 +12,7 @@ export const sessionChannelValues = [
     'web_voice',
     'twitter',
     'twitter_mentions',
+    'app_review',
 ];
 // Compile-time exhaustiveness: if the generated OpenAPI SessionChannel union
 // gains a member missing from the tuple above, MissingSessionChannels becomes

package/dist/utils/session-channel.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@opencx/mcp",
-  "version": "1.15.14",
+  "version": "1.15.16",
   "private": false,
   "description": "MCP server for OpenCX — manage contacts, sessions, training, and more from Claude Desktop, Cursor, or any MCP client.",
   "type": "module",