@opencx/mcp 1.15.26 → 1.15.27

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;AAqDpE,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,CA8DX"}
+{"version":3,"file":"server.d.ts","sourceRoot":"","sources":["../src/server.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAuDpE,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,CAgEX"}

package/dist/server.js

@@ -26,6 +26,7 @@ import { registerSlackTools } from './tools/slack.js';
 import { registerSlaTools } from './tools/sla.js';
 import { registerOfficeHoursTools } from './tools/office-hours.js';
 import { registerTagTools } from './tools/tags.js';
+import { registerSkillTools } from './tools/skills.js';
 import { registerCustomStatusTools } from './tools/custom-statuses.js';
 import { registerStructuredFieldTools } from './tools/structured-fields.js';
 import { registerCsatTools } from './tools/csat.js';
@@ -39,6 +40,7 @@ import { registerCampaignDiscoveryTools } from './tools/campaign-discovery.js';
 import { registerCampaignQualificationTools } from './tools/campaign-qualification.js';
 import { registerCampaignChannelTools } from './tools/campaign-channel.js';
 import { registerCampaignSpineTools } from './tools/campaign-spine.js';
+import { registerCampaignPersonalizationTools } from './tools/campaign-personalization.js';
 import { registerSlaAnalyticsTools } from './tools/sla-analytics.js';
 import { registerCoworkerTools } from './tools/coworker.js';
 import { registerWorkflowTools } from './tools/workflows.js';
@@ -84,6 +86,7 @@ export function createServer(apiKey, baseUrl, options = {}) {
     registerSlaTools(server, client);
     registerOfficeHoursTools(server, client);
     registerTagTools(server, client);
+    registerSkillTools(server, client);
     registerCustomStatusTools(server, client);
     registerStructuredFieldTools(server, client);
     registerCsatTools(server, client);
@@ -97,6 +100,7 @@ export function createServer(apiKey, baseUrl, options = {}) {
     registerCampaignQualificationTools(server, client);
     registerCampaignChannelTools(server, client);
     registerCampaignSpineTools(server, client);
+    registerCampaignPersonalizationTools(server, client);
     registerSlaAnalyticsTools(server, client);
     registerWorkflowTools(server, client);
     registerCoworkerTools(server, client);

package/dist/server.js.map

@@ -1 +1 @@
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package/dist/skills.spec.d.ts

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=skills.spec.d.ts.map

package/dist/skills.spec.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"skills.spec.d.ts","sourceRoot":"","sources":["../src/skills.spec.ts"],"names":[],"mappings":""}

package/dist/skills.spec.js

@@ -0,0 +1,175 @@
+import { describe, it, expect, vi, beforeEach, afterEach } from 'vitest';
+import { Client } from '@modelcontextprotocol/sdk/client/index.js';
+import { InMemoryTransport } from '@modelcontextprotocol/sdk/inMemory.js';
+import { createServer } from './server.js';
+function mockResponse(body, status = 200, statusText = 'OK') {
+    return new Response(body === null ? null : JSON.stringify(body), { status, statusText });
+}
+function getRequestUrl(call) {
+    const arg = call[0];
+    if (arg instanceof Request)
+        return arg.url;
+    return String(arg);
+}
+function getRequestMethod(call) {
+    const arg = call[0];
+    if (arg instanceof Request)
+        return arg.method;
+    const opts = call[1];
+    return opts.method ?? 'GET';
+}
+async function getRequestBody(call) {
+    const arg = call[0];
+    if (arg instanceof Request) {
+        const text = await arg.clone().text();
+        return text ? JSON.parse(text) : undefined;
+    }
+    const opts = call[1];
+    return opts.body ? JSON.parse(opts.body) : undefined;
+}
+function contentJson(content) {
+    const parsed = content;
+    return JSON.parse(parsed[0].text);
+}
+const SKILL_ID = '5c1a9c2e-3f0b-4d7a-9e6c-1b2a3c4d5e6f';
+const skill = {
+    id: SKILL_ID,
+    org_id: 'org-1',
+    name: 'billing',
+    description: 'Refunds and invoices',
+};
+describe('skill tools', () => {
+    let client;
+    let cleanup;
+    let fetchSpy;
+    beforeEach(async () => {
+        fetchSpy = vi.fn();
+        vi.stubGlobal('fetch', fetchSpy);
+        const server = createServer('test-api-key', 'https://api.test.com');
+        const [clientTransport, serverTransport] = InMemoryTransport.createLinkedPair();
+        await server.connect(serverTransport);
+        client = new Client({ name: 'test-client', version: '1.0.0' });
+        await client.connect(clientTransport);
+        cleanup = async () => {
+            await client.close();
+            await server.close();
+        };
+    });
+    afterEach(async () => {
+        await cleanup();
+        vi.restoreAllMocks();
+    });
+    it('registers the catalog and agent-assignment tools and NO session-skill writer', async () => {
+        const { tools } = await client.listTools();
+        const toolNames = tools.map((t) => t.name);
+        for (const name of [
+            'list_skills',
+            'get_skill',
+            'create_skill',
+            'update_skill',
+            'delete_skill',
+            'get_user_skills',
+            'set_user_skills',
+        ]) {
+            expect(toolNames).toContain(name);
+        }
+        // Session skills are written only by the "Assign Skills to Ticket" workflow
+        // action; the matcher is self-checked so an empty result means "absent".
+        const sessionSkillTool = /session.*skill|skill.*session/;
+        expect(['set_session_skills', 'add_skills_to_session'].every((n) => sessionSkillTool.test(n))).toBe(true);
+        expect(toolNames.filter((n) => sessionSkillTool.test(n))).toEqual([]);
+    });
+    it('list_skills GETs /skills', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse([skill]));
+        const result = await client.callTool({ name: 'list_skills', arguments: {} });
+        expect(fetchSpy).toHaveBeenCalledOnce();
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe('https://api.test.com/skills');
+        expect(getRequestMethod(call)).toBe('GET');
+        expect(contentJson(result.content)).toEqual([skill]);
+    });
+    it('get_skill GETs /skills/{skill_id}', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse(skill));
+        const result = await client.callTool({ name: 'get_skill', arguments: { skill_id: SKILL_ID } });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe(`https://api.test.com/skills/${SKILL_ID}`);
+        expect(getRequestMethod(call)).toBe('GET');
+        expect(contentJson(result.content)).toEqual(skill);
+    });
+    it('create_skill POSTs name + description', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse(skill, 201, 'Created'));
+        const result = await client.callTool({
+            name: 'create_skill',
+            arguments: { name: 'billing', description: 'Refunds and invoices' },
+        });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe('https://api.test.com/skills');
+        expect(getRequestMethod(call)).toBe('POST');
+        expect(await getRequestBody(call)).toEqual({
+            name: 'billing',
+            description: 'Refunds and invoices',
+        });
+        expect(contentJson(result.content)).toEqual(skill);
+    });
+    it('update_skill PATCHes only the provided fields', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse({ ...skill, name: 'payments' }));
+        await client.callTool({
+            name: 'update_skill',
+            arguments: { skill_id: SKILL_ID, name: 'payments' },
+        });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe(`https://api.test.com/skills/${SKILL_ID}`);
+        expect(getRequestMethod(call)).toBe('PATCH');
+        expect(await getRequestBody(call)).toEqual({ name: 'payments' });
+    });
+    it('update_skill forwards an explicit null description so it can be cleared', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse({ ...skill, description: null }));
+        await client.callTool({
+            name: 'update_skill',
+            arguments: { skill_id: SKILL_ID, description: null },
+        });
+        const call = fetchSpy.mock.calls[0];
+        expect(await getRequestBody(call)).toEqual({ description: null });
+    });
+    it('delete_skill surfaces a non-2xx as a tool error instead of success', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse({ message: 'Skill not found' }, 404, 'Not Found'));
+        const result = await client.callTool({
+            name: 'delete_skill',
+            arguments: { skill_id: SKILL_ID },
+        });
+        expect(fetchSpy).toHaveBeenCalledOnce();
+        expect(result.isError).toBe(true);
+        expect(JSON.stringify(result.content)).toContain('404');
+    });
+    it('delete_skill DELETEs /skills/{skill_id} and reports success', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse(null, 204, 'No Content'));
+        const result = await client.callTool({
+            name: 'delete_skill',
+            arguments: { skill_id: SKILL_ID },
+        });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe(`https://api.test.com/skills/${SKILL_ID}`);
+        expect(getRequestMethod(call)).toBe('DELETE');
+        expect(contentJson(result.content)).toEqual({ success: true, skill_id: SKILL_ID });
+    });
+    it('get_user_skills GETs /skills/users/{user_id}', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse([skill]));
+        const result = await client.callTool({ name: 'get_user_skills', arguments: { user_id: 7 } });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe('https://api.test.com/skills/users/7');
+        expect(getRequestMethod(call)).toBe('GET');
+        expect(contentJson(result.content)).toEqual([skill]);
+    });
+    it('set_user_skills PUTs the full skill_ids set', async () => {
+        fetchSpy.mockResolvedValueOnce(mockResponse([skill]));
+        await client.callTool({
+            name: 'set_user_skills',
+            arguments: { user_id: 7, skill_ids: [SKILL_ID] },
+        });
+        const call = fetchSpy.mock.calls[0];
+        expect(getRequestUrl(call)).toBe('https://api.test.com/skills/users/7');
+        expect(getRequestMethod(call)).toBe('PUT');
+        expect(await getRequestBody(call)).toEqual({ skill_ids: [SKILL_ID] });
+    });
+});
+//# sourceMappingURL=skills.spec.js.map

package/dist/skills.spec.js.map

@@ -0,0 +1 @@
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package/dist/tools/campaign-personalization.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 registerCampaignPersonalizationTools(server: McpServer, client: OpenCXClient): void;
+//# sourceMappingURL=campaign-personalization.d.ts.map

package/dist/tools/campaign-personalization.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"campaign-personalization.d.ts","sourceRoot":"","sources":["../../src/tools/campaign-personalization.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,KAAK,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAGzE,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,kBAAkB,CAAC;AAqErD,wBAAgB,oCAAoC,CAAC,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,YAAY,QAgH3F"}

package/dist/tools/campaign-personalization.js

@@ -0,0 +1,149 @@
+import { z } from 'zod';
+import { ApiError, jsonContent } from '../api-client.js';
+// Per-person step personalization: preview what ONE person will receive at a
+// step, hand-write their version, or return them to the template. The same
+// services the dashboard's Steps tab uses — parity by construction.
+//
+// THE RULE, worth stating where every tool reads it: personalizing is the
+// USER's move, never the agent's. These tools run only when the user asked
+// for a specific person (or named specific people) — never sweep an audience
+// personalizing on the agent's own judgment, however good the idea seems.
+// One person asked for = one write.
+const stepAddress = {
+    sequence_id: z.string().uuid().describe('The sequence.'),
+    contact_id: z.string().uuid().describe("The person's contact id (from list_sequence_contacts)."),
+    step_index: z.number().int().min(0).describe('The step, 0-based.'),
+};
+const emailContent = z
+    .object({
+    type: z.literal('email'),
+    subject: z
+        .string()
+        .min(1)
+        .max(998)
+        .describe('Single line, no line breaks, no {{tokens}} at all — {{signature}} is body-only.'),
+    html: z
+        .string()
+        .min(1)
+        .max(65_536)
+        .describe('The FULL message this person gets, ready to send — not a template: no {{tokens}} ' +
+        'except the literal {{signature}}, which stays and is filled by the sending mailbox. ' +
+        'Max 64KB.'),
+})
+    .describe('Email: a hand-written subject + body. The text alternative is derived server-side.');
+const voiceContent = z
+    .object({
+    type: z.literal('voice_call'),
+    extra_instructions: z
+        .string()
+        .min(1)
+        .max(10_000)
+        .nullable()
+        .describe("The call brief the agent gets for THIS person, verbatim — or null for 'no brief: the " +
+        "agent's own persona carries the whole call', which is a deliberate choice."),
+})
+    .describe('Voice: a per-person call brief.');
+const whatsappContent = z
+    .object({
+    type: z.literal('whatsapp_template'),
+    template_name: z
+        .string()
+        .min(1)
+        .describe("The step's OWN template — changing it is authoring, not personalization."),
+    template_language: z.string().min(1),
+    values: z
+        .record(z.string().regex(/^\d+$/), z.string().min(1).max(1024))
+        .describe('Literal slot values, e.g. {"1": "Ahmed"} — every slot the template has, no extras.'),
+})
+    .describe("WhatsApp: the same template with this person's literal slot values.");
+export function registerCampaignPersonalizationTools(server, client) {
+    server.registerTool('preview_sequence_step_for_person', {
+        description: 'What ONE person will receive at a step — rendered by the same code the send path runs: ' +
+            'the template filled in for them, their personalization if they have one, or (once sent) ' +
+            'the record of what actually went out. Also answers whether the step is still editable ' +
+            'for them (`editable`) and whether a stored personalization went stale. ALWAYS preview ' +
+            'before writing: it is the only way to quote their current version back to the user.',
+        inputSchema: stepAddress,
+    }, async (params) => {
+        try {
+            const { data } = await client.GET('/sequences/{sequenceId}/contacts/{contactId}/steps/{stepIndex}/preview', {
+                params: {
+                    path: {
+                        sequenceId: params.sequence_id,
+                        contactId: params.contact_id,
+                        stepIndex: params.step_index,
+                    },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('personalize_sequence_step', {
+        description: 'Hand-write what ONE person receives at ONE step, replacing the template for them only ' +
+            '(a rendered snapshot — it survives later template edits). USER-INITIATED ONLY: call ' +
+            'this when the user asked to personalize for this specific person; NEVER sweep an ' +
+            'audience personalizing on your own judgment, and treat "personalize for everyone who…" ' +
+            'as N explicit confirmations to collect, not one. Refused (with the reason) for steps ' +
+            'the person already passed, sends in flight, or an ended journey. Writing one un-parks ' +
+            'a person parked for missing data — but the response separates `unparked` from `armed`: ' +
+            'armed=false means released yet nothing sends until a judgment or the cutoff arms them, ' +
+            'so report which happened. The content must be COMPLETE — render it yourself; no ' +
+            "{{tokens}} except email's literal {{signature}}, in the BODY only.",
+        inputSchema: {
+            ...stepAddress,
+            content: z
+                .discriminatedUnion('type', [emailContent, voiceContent, whatsappContent])
+                .describe("Must match the step's channel."),
+        },
+    }, async (params) => {
+        try {
+            const { data } = await client.PUT('/sequences/{sequenceId}/contacts/{contactId}/steps/{stepIndex}/personalization', {
+                params: {
+                    path: {
+                        sequenceId: params.sequence_id,
+                        contactId: params.contact_id,
+                        stepIndex: params.step_index,
+                    },
+                },
+                body: { content: params.content },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+    server.registerTool('clear_sequence_step_personalization', {
+        description: "Remove ONE person's hand-written version of a step — they go back to receiving the " +
+            'template. USER-INITIATED ONLY, same as writing one. The response only confirms the ' +
+            'clear; if the user may want their words back, preview FIRST and quote them before ' +
+            'clearing.',
+        inputSchema: stepAddress,
+    }, async (params) => {
+        try {
+            const { data } = await client.DELETE('/sequences/{sequenceId}/contacts/{contactId}/steps/{stepIndex}/personalization', {
+                params: {
+                    path: {
+                        sequenceId: params.sequence_id,
+                        contactId: params.contact_id,
+                        stepIndex: params.step_index,
+                    },
+                },
+            });
+            return jsonContent(data);
+        }
+        catch (e) {
+            if (e instanceof ApiError)
+                return jsonContent({ ok: false, status: e.status, error: e.body });
+            throw e;
+        }
+    });
+}
+//# sourceMappingURL=campaign-personalization.js.map

package/dist/tools/campaign-personalization.js.map

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package/dist/tools/skills.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 registerSkillTools(server: McpServer, client: OpenCXClient): void;
+//# sourceMappingURL=skills.d.ts.map

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

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package/dist/tools/skills.js

@@ -0,0 +1,80 @@
+import { z } from 'zod';
+import { jsonContent } from '../api-client.js';
+const ROUTING_NOTE = 'Skills drive skills-based routing: a session carries required skills (set only by the "Assign Skills to Ticket" workflow action — there is no tool to set them directly), and when "Assign Ticket to Support Team" / "Auto Assign to Support Team" runs with skill-based routing enabled, only team members holding every required skill are eligible. Load the "skills-routing" skill for the full setup.';
+const skillDescriptionField = z
+    .string()
+    .nullable()
+    .optional()
+    .describe('What the skill covers, written as the condition under which a session needs it (e.g. "Billing disputes, refunds, invoice questions"). AI workflow steps read this via {{routingSkills}} to decide which skills to put on a session, so keep it concrete.');
+export function registerSkillTools(server, client) {
+    server.registerTool('list_skills', {
+        description: `List every routing skill defined for the organization, newest first. ${ROUTING_NOTE}`,
+    }, async () => {
+        const data = (await client.GET('/skills')).data;
+        return jsonContent(data);
+    });
+    server.registerTool('get_skill', {
+        description: 'Get a single routing skill by ID.',
+        inputSchema: {
+            skill_id: z.string().uuid().describe('Skill ID'),
+        },
+    }, async ({ skill_id }) => {
+        const data = (await client.GET('/skills/{skill_id}', { params: { path: { skill_id } } }))
+            .data;
+        return jsonContent(data);
+    });
+    server.registerTool('create_skill', {
+        description: `Create a routing skill. Names are unique per organization (case-insensitive). Always provide a description — it is what the AI reads when deciding which skills a session needs. ${ROUTING_NOTE}`,
+        inputSchema: {
+            name: z.string().min(1).describe('Skill name (e.g. "billing", "spanish", "enterprise")'),
+            description: skillDescriptionField,
+        },
+    }, async (body) => {
+        const data = (await client.POST('/skills', { body })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('update_skill', {
+        description: 'Rename a routing skill and/or change its description. Only provided fields change. Renaming is safe: agents and sessions reference skills by ID.',
+        inputSchema: {
+            skill_id: z.string().uuid().describe('Skill ID'),
+            name: z.string().min(1).optional().describe('New skill name'),
+            description: skillDescriptionField,
+        },
+    }, async ({ skill_id, ...body }) => {
+        const data = (await client.PATCH('/skills/{skill_id}', { params: { path: { skill_id } }, body })).data;
+        return jsonContent(data);
+    });
+    server.registerTool('delete_skill', {
+        description: 'Delete a routing skill. Agents that held it and sessions that required it simply stop referencing it. Confirm with the user first — a deleted skill silently loosens routing for every session that required it.',
+        inputSchema: {
+            skill_id: z.string().uuid().describe('Skill ID'),
+        },
+    }, async ({ skill_id }) => {
+        await client.DELETE('/skills/{skill_id}', { params: { path: { skill_id } } });
+        return jsonContent({ success: true, skill_id });
+    });
+    server.registerTool('get_user_skills', {
+        description: 'List the routing skills an organization member (agent) holds. Use list_org_users to find the user ID.',
+        inputSchema: {
+            user_id: z.number().int().positive().describe('Organization user ID'),
+        },
+    }, async ({ user_id }) => {
+        const data = (await client.GET('/skills/users/{user_id}', { params: { path: { user_id } } }))
+            .data;
+        return jsonContent(data);
+    });
+    server.registerTool('set_user_skills', {
+        description: 'Replace the full set of routing skills an organization member (agent) holds. Skills not in skill_ids are REMOVED — call get_user_skills first and merge when adding. Every ID must be a skill of this organization. Returns the resolved skills now assigned.',
+        inputSchema: {
+            user_id: z.number().int().positive().describe('Organization user ID'),
+            skill_ids: z.array(z.string().uuid()).describe('The complete set of skill IDs to hold'),
+        },
+    }, async ({ user_id, skill_ids }) => {
+        const data = (await client.PUT('/skills/users/{user_id}', {
+            params: { path: { user_id } },
+            body: { skill_ids },
+        })).data;
+        return jsonContent(data);
+    });
+}
+//# sourceMappingURL=skills.js.map

package/dist/tools/skills.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@opencx/mcp",
-  "version": "1.15.26",
+  "version": "1.15.27",
   "private": false,
   "description": "MCP server for OpenCX — manage contacts, sessions, training, and more from Claude Desktop, Cursor, or any MCP client.",
   "type": "module",