@qingflow-tech/qingflow-app-user-mcp 1.0.6 → 1.0.8

package/src/qingflow_mcp/cli/commands/builder.py

@@ -123,30 +123,24 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     button_catalog = button_subparsers.add_parser("catalog", help="读取按钮样式目录")
     button_catalog.set_defaults(handler=_handle_button_catalog, format_hint="builder_summary")
 
-    button_list = button_subparsers.add_parser("list", help="列出自定义按钮")
-    button_list.add_argument("--app-key", required=True)
-    button_list.set_defaults(handler=_handle_button_list, format_hint="builder_summary")
-
-    button_get = button_subparsers.add_parser("get", help="读取自定义按钮")
-    button_get.add_argument("--app-key", required=True)
-    button_get.add_argument("--button-id", type=int, required=True)
-    button_get.set_defaults(handler=_handle_button_get, format_hint="builder_summary")
-
-    button_create = button_subparsers.add_parser("create", help="创建自定义按钮")
-    button_create.add_argument("--app-key", required=True)
-    button_create.add_argument("--payload-file", required=True)
-    button_create.set_defaults(handler=_handle_button_create, format_hint="builder_summary")
-
-    button_update = button_subparsers.add_parser("update", help="更新自定义按钮")
-    button_update.add_argument("--app-key", required=True)
-    button_update.add_argument("--button-id", type=int, required=True)
-    button_update.add_argument("--payload-file", required=True)
-    button_update.set_defaults(handler=_handle_button_update, format_hint="builder_summary")
-
-    button_delete = button_subparsers.add_parser("delete", help="删除自定义按钮")
-    button_delete.add_argument("--app-key", required=True)
-    button_delete.add_argument("--button-id", type=int, required=True)
-    button_delete.set_defaults(handler=_handle_button_delete, format_hint="builder_summary")
+    button_apply = button_subparsers.add_parser("apply", help="声明式创建、更新或删除自定义按钮")
+    button_apply.add_argument("--app-key", required=True)
+    button_apply.add_argument("--upsert-buttons-file")
+    button_apply.add_argument("--patch-buttons-file")
+    button_apply.add_argument("--remove-buttons-file")
+    button_apply.add_argument("--view-configs-file")
+    button_apply.set_defaults(handler=_handle_button_apply, format_hint="builder_summary")
+
+    associated_resource = builder_subparsers.add_parser("associated-resource", aliases=["associated-resources"], help="关联视图/报表")
+    associated_resource_subparsers = associated_resource.add_subparsers(dest="builder_associated_resource_command", required=True)
+    associated_resource_apply = associated_resource_subparsers.add_parser("apply", help="声明式管理应用关联资源池和视图展示配置")
+    associated_resource_apply.add_argument("--app-key", required=True)
+    associated_resource_apply.add_argument("--upsert-resources-file")
+    associated_resource_apply.add_argument("--patch-resources-file")
+    associated_resource_apply.add_argument("--remove-associated-item-ids-file")
+    associated_resource_apply.add_argument("--reorder-associated-item-ids-file")
+    associated_resource_apply.add_argument("--view-configs-file")
+    associated_resource_apply.set_defaults(handler=_handle_associated_resource_apply, format_hint="builder_summary")
 
     portal = builder_subparsers.add_parser("portal", help="门户")
     portal_subparsers = portal.add_subparsers(dest="builder_portal_command", required=True)
@@ -185,8 +179,8 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     schema_apply_apply.add_argument("--visibility-file")
     schema_apply_apply.add_argument("--create-if-missing", action="store_true")
     schema_apply_apply.add_argument("--publish", action=argparse.BooleanOptionalAction, default=True)
-    schema_apply_apply.add_argument("--add-fields-file")
-    schema_apply_apply.add_argument("--update-fields-file")
+    schema_apply_apply.add_argument("--add-fields-file", help="字段 JSON 数组；字段可用 as_data_title/as_data_cover 标记数据标题/封面")
+    schema_apply_apply.add_argument("--update-fields-file", help="字段更新 JSON 数组；set 内可用 as_data_title/as_data_cover 标记数据标题/封面")
     schema_apply_apply.add_argument("--remove-fields-file")
     schema_apply_apply.set_defaults(handler=_handle_schema_apply, format_hint="builder_summary")
 
@@ -205,6 +199,7 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     views_apply_apply.add_argument("--app-key", required=True)
     views_apply_apply.add_argument("--publish", action=argparse.BooleanOptionalAction, default=True)
     views_apply_apply.add_argument("--upsert-views-file")
+    views_apply_apply.add_argument("--patch-views-file")
     views_apply_apply.add_argument("--remove-views-file")
     views_apply_apply.set_defaults(handler=_handle_views_apply, format_hint="builder_summary")
 
@@ -223,6 +218,7 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     charts_apply_apply = charts_apply_subparsers.add_parser("apply", help="执行报表变更")
     charts_apply_apply.add_argument("--app-key", required=True)
     charts_apply_apply.add_argument("--upsert-file")
+    charts_apply_apply.add_argument("--patch-file")
     charts_apply_apply.add_argument("--remove-chart-ids-file")
     charts_apply_apply.add_argument("--reorder-chart-ids-file")
     charts_apply_apply.set_defaults(handler=_handle_charts_apply, format_hint="builder_summary")
@@ -369,6 +365,29 @@ def _handle_button_catalog(args: argparse.Namespace, context: CliContext) -> dic
     return context.builder.button_style_catalog_get(profile=args.profile)
 
 
+def _handle_button_apply(args: argparse.Namespace, context: CliContext) -> dict:
+    return context.builder.app_custom_buttons_apply(
+        profile=args.profile,
+        app_key=args.app_key,
+        upsert_buttons=load_list_arg(args.upsert_buttons_file, option_name="--upsert-buttons-file"),
+        patch_buttons=load_list_arg(args.patch_buttons_file, option_name="--patch-buttons-file"),
+        remove_buttons=load_list_arg(args.remove_buttons_file, option_name="--remove-buttons-file"),
+        view_configs=load_list_arg(args.view_configs_file, option_name="--view-configs-file"),
+    )
+
+
+def _handle_associated_resource_apply(args: argparse.Namespace, context: CliContext) -> dict:
+    return context.builder.app_associated_resources_apply(
+        profile=args.profile,
+        app_key=args.app_key,
+        upsert_resources=load_list_arg(args.upsert_resources_file, option_name="--upsert-resources-file"),
+        patch_resources=load_list_arg(args.patch_resources_file, option_name="--patch-resources-file"),
+        remove_associated_item_ids=load_list_arg(args.remove_associated_item_ids_file, option_name="--remove-associated-item-ids-file"),
+        reorder_associated_item_ids=load_list_arg(args.reorder_associated_item_ids_file, option_name="--reorder-associated-item-ids-file"),
+        view_configs=load_list_arg(args.view_configs_file, option_name="--view-configs-file"),
+    )
+
+
 def _handle_button_get(args: argparse.Namespace, context: CliContext) -> dict:
     return context.builder.app_custom_button_get(profile=args.profile, app_key=args.app_key, button_id=args.button_id)
 
@@ -481,6 +500,7 @@ def _handle_views_apply(args: argparse.Namespace, context: CliContext) -> dict:
         app_key=args.app_key,
         publish=bool(args.publish),
         upsert_views=load_list_arg(args.upsert_views_file, option_name="--upsert-views-file"),
+        patch_views=load_list_arg(args.patch_views_file, option_name="--patch-views-file"),
         remove_views=load_list_arg(args.remove_views_file, option_name="--remove-views-file"),
     )
 
@@ -501,6 +521,7 @@ def _handle_charts_apply(args: argparse.Namespace, context: CliContext) -> dict:
         profile=args.profile,
         app_key=args.app_key,
         upsert_charts=load_list_arg(args.upsert_file, option_name="--upsert-file"),
+        patch_charts=load_list_arg(args.patch_file, option_name="--patch-file"),
         remove_chart_ids=load_list_arg(args.remove_chart_ids_file, option_name="--remove-chart-ids-file"),
         reorder_chart_ids=load_list_arg(args.reorder_chart_ids_file, option_name="--reorder-chart-ids-file"),
     )

package/src/qingflow_mcp/cli/commands/record.py

@@ -13,7 +13,7 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     record_subparsers = parser.add_subparsers(
         dest="record_command",
         required=True,
-        metavar="{schema,list,access,get,insert,update,delete,code-block-run}",
+        metavar="{schema,list,access,get,insert,update,delete,member-candidates,department-candidates,code-block-run}",
     )
 
     schema = record_subparsers.add_parser("schema", help="读取记录相关表结构")
@@ -47,6 +47,28 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
     schema_code_block.add_argument("--app-key", required=True)
     schema_code_block.set_defaults(handler=_handle_schema_code_block, format_hint="")
 
+    member_candidates = record_subparsers.add_parser("member-candidates", help="读取成员字段候选项")
+    member_candidates.add_argument("--app-key", required=True)
+    member_candidates.add_argument("--field-id", type=int, required=True)
+    member_candidates.add_argument("--keyword", default="")
+    member_candidates.add_argument("--page-num", type=int, default=1)
+    member_candidates.add_argument("--page-size", type=int, default=20)
+    member_candidates.add_argument("--record-id")
+    member_candidates.add_argument("--workflow-node-id", type=int)
+    member_candidates.add_argument("--fields-file")
+    member_candidates.set_defaults(handler=_handle_member_candidates, format_hint="")
+
+    department_candidates = record_subparsers.add_parser("department-candidates", help="读取部门字段候选项")
+    department_candidates.add_argument("--app-key", required=True)
+    department_candidates.add_argument("--field-id", type=int, required=True)
+    department_candidates.add_argument("--keyword", default="")
+    department_candidates.add_argument("--page-num", type=int, default=1)
+    department_candidates.add_argument("--page-size", type=int, default=20)
+    department_candidates.add_argument("--record-id")
+    department_candidates.add_argument("--workflow-node-id", type=int)
+    department_candidates.add_argument("--fields-file")
+    department_candidates.set_defaults(handler=_handle_department_candidates, format_hint="")
+
     list_parser = record_subparsers.add_parser("list", help="列出记录")
     list_parser.add_argument("--app-key", required=True)
     list_parser.add_argument("--column", dest="columns", action="append", type=int, default=[])
@@ -82,7 +104,7 @@ def register(subparsers: argparse._SubParsersAction[argparse.ArgumentParser]) ->
 
     insert = record_subparsers.add_parser("insert", help="新增记录")
     insert.add_argument("--app-key", required=True)
-    insert.add_argument("--fields-file")
+    insert.add_argument("--fields-file", help=argparse.SUPPRESS)
     insert.add_argument("--items-file")
     insert.add_argument("--verify-write", action=argparse.BooleanOptionalAction, default=True)
     insert.set_defaults(handler=_handle_insert, format_hint="")
@@ -207,6 +229,38 @@ def _handle_schema_code_block(args: argparse.Namespace, context: CliContext) ->
     return context.code_block.record_code_block_schema_get_public(profile=args.profile, app_key=args.app_key)
 
 
+def _candidate_context_fields(args: argparse.Namespace) -> dict[str, Any]:
+    return load_object_arg(args.fields_file, option_name="--fields-file") or {}
+
+
+def _handle_member_candidates(args: argparse.Namespace, context: CliContext) -> dict:
+    return context.record.record_member_candidates(
+        profile=args.profile,
+        app_key=args.app_key,
+        field_id=args.field_id,
+        record_id=args.record_id,
+        workflow_node_id=args.workflow_node_id,
+        fields=_candidate_context_fields(args),
+        keyword=args.keyword,
+        page_num=args.page_num,
+        page_size=args.page_size,
+    )
+
+
+def _handle_department_candidates(args: argparse.Namespace, context: CliContext) -> dict:
+    return context.record.record_department_candidates(
+        profile=args.profile,
+        app_key=args.app_key,
+        field_id=args.field_id,
+        record_id=args.record_id,
+        workflow_node_id=args.workflow_node_id,
+        fields=_candidate_context_fields(args),
+        keyword=args.keyword,
+        page_num=args.page_num,
+        page_size=args.page_size,
+    )
+
+
 def _validate_public_view_selector(
     *,
     view_id: str | None,
@@ -289,8 +343,8 @@ def _handle_insert(args: argparse.Namespace, context: CliContext) -> dict:
         )
     if not args.fields_file:
         raise_config_error(
-            "record insert requires --items-file or --fields-file.",
-            fix_hint="Prefer `record insert --app-key APP_KEY --items-file ITEMS.json`; use --fields-file only for legacy single inserts.",
+            "record insert requires --items-file.",
+            fix_hint="Use `record insert --app-key APP_KEY --items-file ITEMS.json`; a single insert is one item in the JSON array.",
         )
     return context.record.record_insert_public(
         profile=args.profile,

package/src/qingflow_mcp/public_surface.py

@@ -78,8 +78,8 @@ USER_PUBLIC_TOOL_SPECS: tuple[PublicToolSpec, ...] = (
         ("record_code_block_schema_get_public",),
         ("record", "schema", "code-block"),
     ),
-    PublicToolSpec(USER_DOMAIN, "record_member_candidates", ("record_member_candidates",), cli_public=False),
-    PublicToolSpec(USER_DOMAIN, "record_department_candidates", ("record_department_candidates",), cli_public=False),
+    PublicToolSpec(USER_DOMAIN, "record_member_candidates", ("record_member_candidates",), ("record", "member-candidates")),
+    PublicToolSpec(USER_DOMAIN, "record_department_candidates", ("record_department_candidates",), ("record", "department-candidates")),
     PublicToolSpec(USER_DOMAIN, "record_analyze", ("record_analyze",), ("record", "analyze"), mcp_public=False),
     PublicToolSpec(USER_DOMAIN, "record_list", ("record_list",), ("record", "list"), cli_show_effective_context=True),
     PublicToolSpec(USER_DOMAIN, "record_access", ("record_access",), ("record", "access"), cli_show_effective_context=True),
@@ -136,11 +136,8 @@ BUILDER_PUBLIC_TOOL_SPECS: tuple[PublicToolSpec, ...] = (
     PublicToolSpec(BUILDER_DOMAIN, "app_release_edit_lock_if_mine", ("app_release_edit_lock_if_mine",), ("builder", "app", "release-edit-lock-if-mine"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
     PublicToolSpec(BUILDER_DOMAIN, "app_resolve", ("app_resolve",), ("builder", "app", "resolve"), has_contract=True, cli_show_effective_context=True),
     PublicToolSpec(BUILDER_DOMAIN, "button_style_catalog_get", ("button_style_catalog_get",), ("builder", "button", "catalog"), has_contract=True, cli_show_effective_context=True),
-    PublicToolSpec(BUILDER_DOMAIN, "app_custom_button_list", ("app_custom_button_list",), ("builder", "button", "list"), has_contract=True, cli_show_effective_context=True),
-    PublicToolSpec(BUILDER_DOMAIN, "app_custom_button_get", ("app_custom_button_get",), ("builder", "button", "get"), has_contract=True, cli_show_effective_context=True),
-    PublicToolSpec(BUILDER_DOMAIN, "app_custom_button_create", ("app_custom_button_create",), ("builder", "button", "create"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
-    PublicToolSpec(BUILDER_DOMAIN, "app_custom_button_update", ("app_custom_button_update",), ("builder", "button", "update"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
-    PublicToolSpec(BUILDER_DOMAIN, "app_custom_button_delete", ("app_custom_button_delete",), ("builder", "button", "delete"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
+    PublicToolSpec(BUILDER_DOMAIN, "app_custom_buttons_apply", ("app_custom_buttons_apply",), ("builder", "button", "apply"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
+    PublicToolSpec(BUILDER_DOMAIN, "app_associated_resources_apply", ("app_associated_resources_apply",), ("builder", "associated-resource", "apply"), has_contract=True, cli_show_effective_context=True, cli_context_write=True),
     PublicToolSpec(BUILDER_DOMAIN, "app_get", ("app_get",), ("builder", "app", "get", "summary"), has_contract=True, cli_show_effective_context=True),
     PublicToolSpec(BUILDER_DOMAIN, "app_get_fields", ("app_get_fields",), ("builder", "app", "get", "fields"), has_contract=True, cli_show_effective_context=True),
     PublicToolSpec(BUILDER_DOMAIN, "app_repair_code_blocks", ("app_repair_code_blocks",), ("builder", "app", "repair-code-blocks"), has_contract=True, cli_show_effective_context=True),

package/src/qingflow_mcp/response_trim.py

@@ -91,7 +91,12 @@ def trim_error_response(payload: dict[str, Any]) -> dict[str, Any]:
     _drop_deep_keys(trimmed.get("details"), {"request_route", "base_url", "normalized_args", "suggested_next_call", "transport", "response", "body", "raw"})
     details = trimmed.get("details")
     if isinstance(details, dict):
+        preserved = {}
+        for key in ("blocking_issues", "compiled_match_rules"):
+            if key in details:
+                preserved[key] = details.get(key)
         compact_details = _compact_scalar_dict(details)
+        compact_details.update(preserved)
         if compact_details:
             trimmed["details"] = compact_details
         else:
@@ -156,7 +161,12 @@ def _trim_returned_failure(payload: dict[str, Any]) -> dict[str, Any]:
     _drop_deep_keys(trimmed.get("details"), {"request_route", "base_url", "normalized_args", "suggested_next_call", "transport", "response", "body", "raw"})
     details = trimmed.get("details")
     if isinstance(details, dict):
+        preserved = {}
+        for key in ("blocking_issues", "compiled_match_rules"):
+            if key in details:
+                preserved[key] = details.get(key)
         compact_details = _compact_scalar_dict(details)
+        compact_details.update(preserved)
         if compact_details:
             trimmed["details"] = compact_details
         else:
@@ -586,7 +596,7 @@ def _trim_detail_context_record_get(payload: JSONObject) -> None:
     associated_resources = payload.get("associated_resources")
     if isinstance(associated_resources, list):
         payload["associated_resources"] = [
-            _pick(item, ("type", "name", "app_key", "app_name", "view_key", "chart_key", "view_type", "data_access"))
+            _pick(item, ("type", "resource_type", "name", "app_key", "app_name", "view_key", "chart_key", "view_type", "report_source", "data_access"))
             for item in associated_resources
             if isinstance(item, dict)
         ]
@@ -944,7 +954,11 @@ def _trim_builder_envelope(payload: JSONObject) -> None:
         details = payload.get("details")
         if isinstance(details, dict):
             _drop_deep_keys(details, {"request_route", "base_url", "normalized_args", "suggested_next_call", "transport", "response", "body", "raw"})
+            preserved = {}
+            if isinstance(details.get("compiled_match_rules"), dict):
+                preserved["compiled_match_rules"] = details.get("compiled_match_rules")
             compact = _compact_scalar_dict(details)
+            compact.update(preserved)
             if compact:
                 payload["details"] = compact
             else:
@@ -1057,11 +1071,8 @@ _register_policy(
         "app_release_edit_lock_if_mine",
         "app_resolve",
         "button_style_catalog_get",
-        "app_custom_button_list",
-        "app_custom_button_get",
-        "app_custom_button_create",
-        "app_custom_button_update",
-        "app_custom_button_delete",
+        "app_custom_buttons_apply",
+        "app_associated_resources_apply",
         "app_get_fields",
         "app_repair_code_blocks",
         "app_get_layout",

package/src/qingflow_mcp/server.py

@@ -131,6 +131,7 @@ Analysis answers must include concrete numbers. When applicable, include percent
 
 - Read relation targets from `record_insert_schema_get` / `record_update_schema_get` relation metadata before preparing relation writes.
 - Member, department, and relation fields may be written with natural strings directly on `record_insert` / `record_update`; only fall back to candidate tools when the user wants explicit candidate browsing or the write returns ambiguity that needs confirmation.
+- CLI-only agents can use `qingflow record member-candidates --app-key APP_KEY --field-id FIELD_ID --keyword NAME --json` or `qingflow record department-candidates --app-key APP_KEY --field-id FIELD_ID --keyword DEPT --json` for that fallback; pass `--record-id`, `--workflow-node-id`, and `--fields-file` only when the candidate scope must match an existing runtime context.
 - For batch insert `partial_success`, read `created_record_ids`, failed `items[].row_number`, and `failed_fields`; repair only failed rows and never retry the whole batch after any row has `write_executed=true`.
 - If explicit candidate browsing is needed for default-all member or department fields, prefer those field candidate tools instead of starting with `directory_*`.
 

package/src/qingflow_mcp/server_app_builder.py

@@ -36,9 +36,15 @@ def build_builder_server() -> FastMCP:
             "Use builder_tool_contract when you need a machine-readable contract, aliases, allowed enums, or a minimal valid example for a public builder tool. "
             "Use solution_install when the user explicitly wants to install a packaged solution/template by solution_key, optionally copying bundled demo data. "
             "If creating or updating an app package may be appropriate, use package_apply with explicit user intent; otherwise use package_get and app_resolve to locate resources, "
-            "app_get/app_get_fields/app_repair_code_blocks/app_get_layout/app_get_views/app_get_flow/app_get_charts/portal_list/portal_get/view_get/chart_get for configuration reads, "
+            "app_get as the default app map read, then app_get_fields/app_repair_code_blocks/app_get_layout/app_get_views/app_get_flow/app_get_charts/portal_list/portal_get/view_get/chart_get for focused configuration reads, "
             "member_search/role_search/role_create when workflow assignees must come from the directory or role catalog, preferring roles over explicit members unless the user explicitly names members, "
-            "then app_schema_apply/app_layout_apply/app_flow_apply/app_views_apply/app_charts_apply/portal_apply to execute normalized patches; these apply tools perform planning, normalization, and dependency checks internally where applicable. Schema/layout/views noop requests skip publish, charts are immediate-live without publish and resolve targets by chart_id first then exact unique chart name, portal updates use replace semantics only when sections are supplied and edit-mode base-info-only updates may omit sections, publish=false only guarantees draft/base-info updates, and flow should use publish=false whenever you only want draft/precheck behavior. "
+            "then app_schema_apply/app_layout_apply/app_flow_apply/app_views_apply/app_custom_buttons_apply/app_associated_resources_apply/app_charts_apply/portal_apply to execute normalized patches; these apply tools perform planning, normalization, and dependency checks internally where applicable. Schema/layout/views noop requests skip publish, app_custom_buttons_apply and app_associated_resources_apply publish after at least one write succeeds and expose no draft-only parameter, charts are immediate-live without publish and resolve targets by chart_id first then exact unique chart name, portal updates use replace semantics only when sections are supplied and edit-mode base-info-only updates may omit sections, publish=false only guarantees draft/base-info updates for tools that still expose that parameter, and flow should use publish=false whenever you only want draft/precheck behavior. "
+            "For existing object parameter replacement, prefer patch_views, patch_buttons, patch_resources, and patch_charts with set/unset; the tool reads current config and full-saves internally, while upsert_* is for creation or full target configuration and should not be used as an incomplete partial update. "
+            "For app_schema_apply, configure data title and data cover directly in field JSON with as_data_title=true and as_data_cover=true; data title is required and exactly one field may be marked, while data cover is optional and must be a top-level attachment field. "
+            "For app_views_apply, keep fixed saved filters in filters and configure the frontend query panel separately with query_conditions; query_conditions.rows is a matrix of field names compiled to backend queryCondition queIds. "
+            "For custom button body create/update/delete and view placement, use app_custom_buttons_apply. For addData buttons, prefer trigger_add_data_config.target_app_key + field_mappings/default_values; do not ask agents to write raw que_relation unless maintaining a legacy config. field_mappings.source_field accepts source schema fields and supported system fields: 数据ID/row_record_id/apply_id/_id means current record id (-17), 编号/record_number means visible record number (0). To fill a target relation with the current record, map {'source_field': '数据ID', 'target_field': '目标引用字段'}; default_values is only for static constants. View button bindings merge by default and merge-mode view_configs must include buttons; use view_configs[].mode=replace or explicit buttons=[] only when clearing/replacing existing bindings is intended. Builder view_key arguments are raw keys from app_get.views[].view_key and must not be prefixed with custom:. "
+            "For associated views/reports, use app_associated_resources_apply. Use match_mappings for filtering associated resources: dynamic current-record conditions use source_field, static conditions use value. match_mappings also supports 数据ID(-17) and 编号(0). Do not ask agents to write raw match_rules unless preserving a legacy backend config. "
+            "For associated reports/views, use app_associated_resources_apply for both the app-level associated_resources pool and per-view display config; associated_item_id is the app-level form_asos_chart.id, not chart_id/chart_key. Before creating an associated resource, read app_get.associated_resources and reuse an existing matching target_app_key + view_key/chart_key through patch_resources; client_key only works inside one apply call and is not persisted. Do not ask agents to pass backend raw sourceType: views infer the internal Qingflow view source, reports default to BI app reports, and dataset reports use report_source=dataset. "
             "For code_block fields with output bindings, always use qf_output assignment rather than const/let qf_output, and use app_repair_code_blocks when an existing form hangs because output-bound fields stay loading. "
             "Use package_apply to manage package metadata, visibility, grouping, and ordering, and app_publish_verify for explicit final publish verification. "
             "For workflow edits, keep the public builder surface on stable linear flows only: start/approve/fill/copy/webhook/end. Branch and condition nodes are intentionally disabled because the backend workflow route is not front-end stable for those node types. Declare node assignees and editable fields explicitly. "
@@ -295,29 +301,42 @@ def build_builder_server() -> FastMCP:
         return ai_builder.button_style_catalog_get(profile=profile)
 
     @server.tool()
-    def app_custom_button_list(profile: str = DEFAULT_PROFILE, app_key: str = "") -> dict:
-        return ai_builder.app_custom_button_list(profile=profile, app_key=app_key)
-
-    @server.tool()
-    def app_custom_button_get(profile: str = DEFAULT_PROFILE, app_key: str = "", button_id: int = 0) -> dict:
-        return ai_builder.app_custom_button_get(profile=profile, app_key=app_key, button_id=button_id)
-
-    @server.tool()
-    def app_custom_button_create(profile: str = DEFAULT_PROFILE, app_key: str = "", payload: dict | None = None) -> dict:
-        return ai_builder.app_custom_button_create(profile=profile, app_key=app_key, payload=payload or {})
-
-    @server.tool()
-    def app_custom_button_update(
+    def app_custom_buttons_apply(
         profile: str = DEFAULT_PROFILE,
         app_key: str = "",
-        button_id: int = 0,
-        payload: dict | None = None,
+        upsert_buttons: list[dict] | None = None,
+        patch_buttons: list[dict] | None = None,
+        remove_buttons: list[dict] | None = None,
+        view_configs: list[dict] | None = None,
     ) -> dict:
-        return ai_builder.app_custom_button_update(profile=profile, app_key=app_key, button_id=button_id, payload=payload or {})
+        return ai_builder.app_custom_buttons_apply(
+            profile=profile,
+            app_key=app_key,
+            upsert_buttons=upsert_buttons or [],
+            patch_buttons=patch_buttons or [],
+            remove_buttons=remove_buttons or [],
+            view_configs=view_configs or [],
+        )
 
     @server.tool()
-    def app_custom_button_delete(profile: str = DEFAULT_PROFILE, app_key: str = "", button_id: int = 0) -> dict:
-        return ai_builder.app_custom_button_delete(profile=profile, app_key=app_key, button_id=button_id)
+    def app_associated_resources_apply(
+        profile: str = DEFAULT_PROFILE,
+        app_key: str = "",
+        upsert_resources: list[dict] | None = None,
+        patch_resources: list[dict] | None = None,
+        remove_associated_item_ids: list[int] | None = None,
+        reorder_associated_item_ids: list[int] | None = None,
+        view_configs: list[dict] | None = None,
+    ) -> dict:
+        return ai_builder.app_associated_resources_apply(
+            profile=profile,
+            app_key=app_key,
+            upsert_resources=upsert_resources or [],
+            patch_resources=patch_resources or [],
+            remove_associated_item_ids=remove_associated_item_ids or [],
+            reorder_associated_item_ids=reorder_associated_item_ids or [],
+            view_configs=view_configs or [],
+        )
 
     @server.tool()
     def app_get(profile: str = DEFAULT_PROFILE, app_key: str = "") -> dict:
@@ -453,6 +472,7 @@ def build_builder_server() -> FastMCP:
         app_key: str = "",
         publish: bool = True,
         upsert_views: list[dict] | None = None,
+        patch_views: list[dict] | None = None,
         remove_views: list[str] | None = None,
     ) -> dict:
         return ai_builder.app_views_apply(
@@ -460,6 +480,7 @@ def build_builder_server() -> FastMCP:
             app_key=app_key,
             publish=publish,
             upsert_views=upsert_views or [],
+            patch_views=patch_views or [],
             remove_views=remove_views or [],
         )
 
@@ -468,6 +489,7 @@ def build_builder_server() -> FastMCP:
         profile: str = DEFAULT_PROFILE,
         app_key: str = "",
         upsert_charts: list[dict] | None = None,
+        patch_charts: list[dict] | None = None,
         remove_chart_ids: list[str] | None = None,
         reorder_chart_ids: list[str] | None = None,
     ) -> dict:
@@ -475,6 +497,7 @@ def build_builder_server() -> FastMCP:
             profile=profile,
             app_key=app_key,
             upsert_charts=upsert_charts or [],
+            patch_charts=patch_charts or [],
             remove_chart_ids=remove_chart_ids or [],
             reorder_chart_ids=reorder_chart_ids or [],
         )

package/src/qingflow_mcp/server_app_user.py

@@ -132,6 +132,7 @@ Analysis answers must include concrete numbers. When applicable, include percent
 
 - Read relation targets from `record_insert_schema_get` / `record_update_schema_get` relation metadata before preparing relation writes.
 - Member, department, and relation fields may be written with natural strings directly on `record_insert` / `record_update`; only fall back to candidate tools when the user wants explicit candidate browsing or the write returns ambiguity that needs confirmation.
+- CLI-only agents can use `qingflow record member-candidates --app-key APP_KEY --field-id FIELD_ID --keyword NAME --json` or `qingflow record department-candidates --app-key APP_KEY --field-id FIELD_ID --keyword DEPT --json` for that fallback.
 - For batch insert `partial_success`, read `created_record_ids`, failed `items[].row_number`, and `failed_fields`; repair only failed rows and never retry the whole batch after any row has `write_executed=true`.
 - When candidate browsing must match a real update/write scope, pass `record_id`, `workflow_node_id`, and any pending `fields` context to the candidate tool; otherwise the candidate result is only a static applicant-node preview.
 - If explicit candidate browsing is needed for default-all member or department fields, prefer those field candidate tools instead of starting with `directory_*`.