@raytio/mcp-server 1.16.1 → 1.17.0

package/dist/tools/sfa/index.js

@@ -0,0 +1,38 @@
+import { leadListTool } from './lead-list.js';
+import { leadGetTool } from './lead-get.js';
+import { leadCreateTool } from './lead-create.js';
+import { leadUpdateTool } from './lead-update.js';
+import { leadConvertTool } from './lead-convert.js';
+import { dealListTool } from './deal-list.js';
+import { dealGetTool } from './deal-get.js';
+import { dealCreateTool } from './deal-create.js';
+import { dealUpdateTool } from './deal-update.js';
+import { dealAdvanceStageTool } from './deal-advance-stage.js';
+import { dealLineListTool } from './deal-line-list.js';
+import { dealLineCreateTool } from './deal-line-create.js';
+import { activityListTool } from './activity-list.js';
+import { activityCreateTool } from './activity-create.js';
+import { pipelineListTool } from './pipeline-list.js';
+import { leadSourceListTool } from './lead-source-list.js';
+export const sfaTools = [
+    // Read tools
+    leadListTool,
+    leadGetTool,
+    dealListTool,
+    dealGetTool,
+    dealLineListTool,
+    activityListTool,
+    pipelineListTool,
+    leadSourceListTool,
+    // Authoring tools
+    leadCreateTool,
+    leadUpdateTool,
+    dealCreateTool,
+    dealUpdateTool,
+    dealLineCreateTool,
+    activityCreateTool,
+    // Lambda-backed semantic tools
+    leadConvertTool,
+    dealAdvanceStageTool,
+];
+//# sourceMappingURL=index.js.map

package/dist/tools/sfa/index.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-convert.d.ts

@@ -0,0 +1,15 @@
+import { Tool } from '../registry.js';
+/**
+ * Calls the sfa-lead-convert persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/convert), gated on the SFA.CONVERT permission.
+ *
+ * Atomically:
+ *   1. Resolves or creates a `prm_party` (with contact points) for the lead.
+ *   2. Resolves or creates a `sfa_deal` (or attaches to an open deal).
+ *   3. Links the deal back to the party via `sfa_deal_contacts`.
+ *   4. Stamps the lead as `CONVERTED` and records `converted_party_id`,
+ *      `converted_deal_id`, `converted_date`.
+ *   5. Logs a `CONVERTED` activity on the new deal.
+ */
+export declare const leadConvertTool: Tool;
+//# sourceMappingURL=lead-convert.d.ts.map

package/dist/tools/sfa/lead-convert.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"lead-convert.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-convert.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAGtC;;;;;;;;;;;GAWG;AACH,eAAO,MAAM,eAAe,EAAE,IA2C7B,CAAC"}

package/dist/tools/sfa/lead-convert.js

@@ -0,0 +1,57 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+/**
+ * Calls the sfa-lead-convert persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/convert), gated on the SFA.CONVERT permission.
+ *
+ * Atomically:
+ *   1. Resolves or creates a `prm_party` (with contact points) for the lead.
+ *   2. Resolves or creates a `sfa_deal` (or attaches to an open deal).
+ *   3. Links the deal back to the party via `sfa_deal_contacts`.
+ *   4. Stamps the lead as `CONVERTED` and records `converted_party_id`,
+ *      `converted_deal_id`, `converted_date`.
+ *   5. Logs a `CONVERTED` activity on the new deal.
+ */
+export const leadConvertTool = {
+    name: 'sfa_lead_convert',
+    description: 'Convert an SFA lead to a PRM party + SFA deal in a single transaction. Calls the sfa-lead-convert Lambda; requires SFA.CONVERT permission.',
+    inputSchema: z.object({
+        lead_id: z.string().describe('UUID of the lead to convert'),
+        pipeline_id: z.string().optional()
+            .describe('Pipeline for the new deal (defaults to tenant default)'),
+        stage_id: z.string().optional().describe('Initial stage UUID for the new deal'),
+        deal_name: z.string().optional()
+            .describe('Override deal name (defaults to the lead name)'),
+        amount: z.number().optional().describe('Deal amount'),
+        currency_code: z.string().optional().describe('ISO currency code for the deal'),
+        probability: z.number().min(0).max(100).optional()
+            .describe('Win probability percent (0-100)'),
+        expected_close_date: z.string().optional()
+            .describe('Expected close date (ISO 8601)'),
+        party_type: z.string().optional()
+            .describe('party_type for a newly-created party (e.g. ORGANISATION)'),
+        attach_to_existing_open_deal: z.boolean().optional()
+            .describe('When true and the party has an open deal, reuse it instead of creating a new one'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = { lead_id: input.lead_id };
+            const optional = [
+                'pipeline_id', 'stage_id', 'deal_name',
+                'amount', 'currency_code', 'probability',
+                'expected_close_date', 'party_type', 'attach_to_existing_open_deal',
+            ];
+            for (const field of optional) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const result = await ctx.apiClient.postLambda('/sfa/lead/convert', body);
+            return successResponse(result);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to convert SFA lead: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-convert.js.map

package/dist/tools/sfa/lead-convert.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-create.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const leadCreateTool: Tool;
+//# sourceMappingURL=lead-create.d.ts.map

package/dist/tools/sfa/lead-create.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-create.js

@@ -0,0 +1,52 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_LEAD_SELECT } from '../../sfa/projection.js';
+const OPTIONAL_FIELDS = [
+    'first_name', 'last_name', 'company_name', 'job_title',
+    'email', 'phone',
+    'lead_status', 'lead_rating', 'lead_score',
+    'lead_source_id', 'party_id', 'assigned_to',
+    'enrichment', 'metadata',
+];
+export const leadCreateTool = {
+    name: 'sfa_lead_create',
+    description: 'Create a new SFA sales lead',
+    inputSchema: z.object({
+        lead_name: z.string().describe('Display name of the lead'),
+        first_name: z.string().optional().describe('First name'),
+        last_name: z.string().optional().describe('Last name'),
+        company_name: z.string().optional().describe('Company name'),
+        job_title: z.string().optional().describe('Job title'),
+        email: z.string().optional().describe('Email address'),
+        phone: z.string().optional().describe('Phone number'),
+        lead_status: z.string().optional()
+            .describe('Lead status (validated against SFA_LEAD_STATUS lookup)'),
+        lead_rating: z.string().optional()
+            .describe('Lead rating (validated against SFA_LEAD_RATING lookup)'),
+        lead_score: z.number().optional().describe('Lead score (integer)'),
+        lead_source_id: z.string().optional().describe('Lead source UUID FK'),
+        party_id: z.string().optional()
+            .describe('Linked PRM party UUID FK (existing thin party reference)'),
+        assigned_to: z.string().optional().describe('UUID of the user assigned to the lead'),
+        enrichment: z.record(z.unknown()).optional()
+            .describe('Lead enrichment payload (JSONB)'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Arbitrary JSON metadata object'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = { lead_name: input.lead_name };
+            for (const field of OPTIONAL_FIELDS) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const items = await ctx.apiClient.post(`${ctx.apiClient.dbBasePath}/sfa_leads?select=${SFA_LEAD_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to create SFA lead: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-create.js.map

package/dist/tools/sfa/lead-create.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-get.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const leadGetTool: Tool;
+//# sourceMappingURL=lead-get.d.ts.map

package/dist/tools/sfa/lead-get.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-get.js

@@ -0,0 +1,24 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, SFA_NOT_FOUND, API_ERROR } from '../types.js';
+import { SFA_LEAD_SELECT } from '../../sfa/projection.js';
+export const leadGetTool = {
+    name: 'sfa_lead_get',
+    description: 'Get a single SFA lead by ID (UUID)',
+    inputSchema: z.object({
+        id: z.string().describe('UUID of the lead'),
+    }),
+    handler: async (args, ctx) => {
+        const { id } = args;
+        try {
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_leads?id=eq.${id}&select=${SFA_LEAD_SELECT}`);
+            if (!items || items.length === 0) {
+                return errorResponse(SFA_NOT_FOUND, `Lead ${id} not found`);
+            }
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to get SFA lead: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-get.js.map

package/dist/tools/sfa/lead-get.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const leadListTool: Tool;
+//# sourceMappingURL=lead-list.d.ts.map

package/dist/tools/sfa/lead-list.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-list.js

@@ -0,0 +1,40 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_LEAD_SELECT } from '../../sfa/projection.js';
+import { buildLeadQuery } from '../../sfa/filters.js';
+export const leadListTool = {
+    name: 'sfa_lead_list',
+    description: 'List/filter SFA sales leads',
+    inputSchema: z.object({
+        lead_status: z.union([z.string(), z.array(z.string())]).optional()
+            .describe('Filter by lead_status (single or array)'),
+        lead_rating: z.string().optional().describe('Filter by lead_rating'),
+        assigned_to: z.string().optional().describe('Filter by assigned user UUID'),
+        lead_source_id: z.string().optional().describe('Filter by lead source UUID'),
+        party_id: z.string().optional().describe('Filter by linked party UUID'),
+        search: z.string().optional()
+            .describe('Search across lead_name, company_name, and email'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: lead_name.asc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const { query, limit } = buildLeadQuery(input);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_leads?select=${SFA_LEAD_SELECT}&${query}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA leads: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-list.js.map

package/dist/tools/sfa/lead-list.js.map

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package/dist/tools/sfa/lead-source-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const leadSourceListTool: Tool;
+//# sourceMappingURL=lead-source-list.d.ts.map

package/dist/tools/sfa/lead-source-list.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-source-list.js

@@ -0,0 +1,45 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_LEAD_SOURCE_SELECT } from '../../sfa/projection.js';
+export const leadSourceListTool = {
+    name: 'sfa_lead_source_list',
+    description: 'List SFA lead sources (web form, referral, campaign, etc.)',
+    inputSchema: z.object({
+        source_code: z.string().optional().describe('Filter by source_code'),
+        source_type: z.string().optional()
+            .describe('Filter by source_type (SFA_LEAD_SOURCE_TYPE lookup)'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: source_name.asc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const parts = [];
+            if (input.source_code)
+                parts.push(`source_code=eq.${input.source_code}`);
+            if (input.source_type)
+                parts.push(`source_type=eq.${input.source_type}`);
+            const active = input.active ?? true;
+            parts.push(`active=eq.${active}`);
+            const limit = Math.min(input.limit ?? 50, 200);
+            parts.push(`limit=${limit}`);
+            if (input.offset)
+                parts.push(`offset=${input.offset}`);
+            parts.push(`order=${input.order_by ?? 'source_name.asc'}`);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_lead_sources?select=${SFA_LEAD_SOURCE_SELECT}&${parts.join('&')}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA lead sources: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-source-list.js.map

package/dist/tools/sfa/lead-source-list.js.map

@@ -0,0 +1 @@
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package/dist/tools/sfa/lead-update.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const leadUpdateTool: Tool;
+//# sourceMappingURL=lead-update.d.ts.map

package/dist/tools/sfa/lead-update.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"lead-update.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-update.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAYtC,eAAO,MAAM,cAAc,EAAE,IAuD5B,CAAC"}

package/dist/tools/sfa/lead-update.js

@@ -0,0 +1,56 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, SFA_NOT_FOUND, SFA_VALIDATION, API_ERROR, } from '../types.js';
+import { SFA_LEAD_SELECT } from '../../sfa/projection.js';
+const UUID_FIELDS = new Set([
+    'id', 'lead_source_id', 'party_id', 'assigned_to', 'converted_party_id', 'converted_deal_id',
+]);
+export const leadUpdateTool = {
+    name: 'sfa_lead_update',
+    description: 'Update an SFA sales lead (generic CRUD). Pass null for a nullable field to clear it; omit the field to leave it unchanged.',
+    inputSchema: z.object({
+        id: z.string().describe('UUID of the lead'),
+        lead_name: z.string().optional().describe('Display name'),
+        first_name: z.string().nullable().optional().describe('First name (null to clear)'),
+        last_name: z.string().nullable().optional().describe('Last name (null to clear)'),
+        company_name: z.string().nullable().optional().describe('Company name (null to clear)'),
+        job_title: z.string().nullable().optional().describe('Job title (null to clear)'),
+        email: z.string().nullable().optional().describe('Email address (null to clear)'),
+        phone: z.string().nullable().optional().describe('Phone number (null to clear)'),
+        lead_status: z.string().nullable().optional().describe('Lead status (null to clear)'),
+        lead_rating: z.string().nullable().optional().describe('Lead rating (null to clear)'),
+        lead_score: z.number().nullable().optional().describe('Lead score (null to clear)'),
+        lead_source_id: z.string().nullable().optional().describe('Lead source UUID (null to clear)'),
+        party_id: z.string().nullable().optional().describe('Linked PRM party UUID (null to clear)'),
+        assigned_to: z.string().nullable().optional().describe('Assigned user UUID (null to clear)'),
+        enrichment: z.record(z.unknown()).nullable().optional()
+            .describe('Lead enrichment payload (null to clear)'),
+        active: z.boolean().optional().describe('Set to false for soft-delete'),
+        metadata: z.record(z.unknown()).nullable().optional()
+            .describe('Arbitrary JSON metadata object (null to clear)'),
+    }),
+    handler: async (args, ctx) => {
+        const { id, ...updates } = args;
+        for (const field of UUID_FIELDS) {
+            const value = field === 'id' ? id : updates[field];
+            if (value === '') {
+                return errorResponse(SFA_VALIDATION, `${field} must be a valid UUID, not an empty string`);
+            }
+        }
+        try {
+            const body = {};
+            for (const [key, value] of Object.entries(updates)) {
+                if (value !== undefined)
+                    body[key] = value;
+            }
+            const items = await ctx.apiClient.patch(`${ctx.apiClient.dbBasePath}/sfa_leads?id=eq.${id}&select=${SFA_LEAD_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            if (!items || items.length === 0) {
+                return errorResponse(SFA_NOT_FOUND, `Lead ${id} not found`);
+            }
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to update SFA lead: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-update.js.map

package/dist/tools/sfa/lead-update.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"lead-update.js","sourceRoot":"","sources":["../../../src/tools/sfa/lead-update.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,OAAO,EACL,eAAe,EAAE,aAAa,EAC9B,aAAa,EAAE,cAAc,EAAE,SAAS,GACzC,MAAM,aAAa,CAAC;AACrB,OAAO,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AAG1D,MAAM,WAAW,GAAG,IAAI,GAAG,CAAC;IAC1B,IAAI,EAAE,gBAAgB,EAAE,UAAU,EAAE,aAAa,EAAE,oBAAoB,EAAE,mBAAmB;CAC7F,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,cAAc,GAAS;IAClC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EAAE,4HAA4H;IACzI,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;QACpB,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;QAC3C,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACzD,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnF,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2BAA2B,CAAC;QACjF,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,8BAA8B,CAAC;QACvF,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2BAA2B,CAAC;QACjF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;QACjF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,8BAA8B,CAAC;QAChF,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACrF,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACrF,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnF,cAAc,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,kCAAkC,CAAC;QAC7F,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QAC5F,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,oCAAoC,CAAC;QAC5F,UAAU,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,OAAO,EAAE,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;aACpD,QAAQ,CAAC,yCAAyC,CAAC;QACtD,MAAM,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,8BAA8B,CAAC;QACvE,QAAQ,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,OAAO,EAAE,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,EAAE;aAClD,QAAQ,CAAC,gDAAgD,CAAC;KAC9D,CAAC;IACF,OAAO,EAAE,KAAK,EAAE,IAAI,EAAE,GAAG,EAAE,EAAE;QAC3B,MAAM,EAAE,EAAE,EAAE,GAAG,OAAO,EAAE,GAAG,IAA4C,CAAC;QAExE,KAAK,MAAM,KAAK,IAAI,WAAW,EAAE,CAAC;YAChC,MAAM,KAAK,GAAG,KAAK,KAAK,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;YACnD,IAAI,KAAK,KAAK,EAAE,EAAE,CAAC;gBACjB,OAAO,aAAa,CAClB,cAAc,EACd,GAAG,KAAK,4CAA4C,CACrD,CAAC;YACJ,CAAC;QACH,CAAC;QAED,IAAI,CAAC;YACH,MAAM,IAAI,GAAwB,EAAE,CAAC;YACrC,KAAK,MAAM,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,OAAO,CAAC,EAAE,CAAC;gBACnD,IAAI,KAAK,KAAK,SAAS;oBAAE,IAAI,CAAC,GAAG,CAAC,GAAG,KAAK,CAAC;YAC7C,CAAC;YACD,MAAM,KAAK,GAAG,MAAM,GAAG,CAAC,SAAS,CAAC,KAAK,CACrC,GAAG,GAAG,CAAC,SAAS,CAAC,UAAU,oBAAoB,EAAE,WAAW,eAAe,EAAE,EAC7E,IAAI,EACJ,EAAE,OAAO,EAAE,EAAE,MAAM,EAAE,uBAAuB,EAAE,EAAE,CACjD,CAAC;YACF,IAAI,CAAC,KAAK,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACjC,OAAO,aAAa,CAAC,aAAa,EAAE,QAAQ,EAAE,YAAY,CAAC,CAAC;YAC9D,CAAC;YACD,OAAO,eAAe,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,CAAC;QACnC,CAAC;QAAC,OAAO,KAAU,EAAE,CAAC;YACpB,OAAO,aAAa,CAAC,SAAS,EAAE,8BAA8B,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC;QACjF,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/sfa/pipeline-list.d.ts

@@ -0,0 +1,3 @@
+import { Tool } from '../registry.js';
+export declare const pipelineListTool: Tool;
+//# sourceMappingURL=pipeline-list.d.ts.map

package/dist/tools/sfa/pipeline-list.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"pipeline-list.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/pipeline-list.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAKtC,eAAO,MAAM,gBAAgB,EAAE,IAyC9B,CAAC"}

package/dist/tools/sfa/pipeline-list.js

@@ -0,0 +1,44 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+import { SFA_PIPELINE_SELECT } from '../../sfa/projection.js';
+export const pipelineListTool = {
+    name: 'sfa_pipeline_list',
+    description: 'List SFA sales pipelines',
+    inputSchema: z.object({
+        pipeline_code: z.string().optional().describe('Filter by pipeline_code'),
+        is_default: z.boolean().optional().describe('Filter by is_default flag'),
+        active: z.boolean().optional().describe('Filter by active flag (default true)'),
+        limit: z.number().optional().describe('Max results (default 50, max 200)'),
+        offset: z.number().optional().describe('Offset for pagination'),
+        order_by: z.string().optional()
+            .describe('PostgREST order clause (default: pipeline_name.asc)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const parts = [];
+            if (input.pipeline_code)
+                parts.push(`pipeline_code=eq.${input.pipeline_code}`);
+            if (input.is_default !== undefined)
+                parts.push(`is_default=eq.${input.is_default}`);
+            const active = input.active ?? true;
+            parts.push(`active=eq.${active}`);
+            const limit = Math.min(input.limit ?? 50, 200);
+            parts.push(`limit=${limit}`);
+            if (input.offset)
+                parts.push(`offset=${input.offset}`);
+            parts.push(`order=${input.order_by ?? 'pipeline_name.asc'}`);
+            const items = await ctx.apiClient.get(`${ctx.apiClient.dbBasePath}/sfa_pipelines?select=${SFA_PIPELINE_SELECT}&${parts.join('&')}`, { headers: { Prefer: 'count=exact' } });
+            const offset = input.offset ?? 0;
+            return successResponse({
+                items,
+                count: items.length,
+                next_offset: items.length === limit ? offset + limit : null,
+            });
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to list SFA pipelines: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=pipeline-list.js.map

package/dist/tools/sfa/pipeline-list.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"pipeline-list.js","sourceRoot":"","sources":["../../../src/tools/sfa/pipeline-list.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,OAAO,EAAE,eAAe,EAAE,aAAa,EAAE,SAAS,EAAE,MAAM,aAAa,CAAC;AACxE,OAAO,EAAE,mBAAmB,EAAE,MAAM,yBAAyB,CAAC;AAG9D,MAAM,CAAC,MAAM,gBAAgB,GAAS;IACpC,IAAI,EAAE,mBAAmB;IACzB,WAAW,EAAE,0BAA0B;IACvC,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;QACpB,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;QACxE,UAAU,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,2BAA2B,CAAC;QACxE,MAAM,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,sCAAsC,CAAC;QAC/E,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;QAC1E,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,uBAAuB,CAAC;QAC/D,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE;aAC5B,QAAQ,CAAC,qDAAqD,CAAC;KACnE,CAAC;IACF,OAAO,EAAE,KAAK,EAAE,IAAI,EAAE,GAAG,EAAE,EAAE;QAC3B,MAAM,KAAK,GAAG,IAA2B,CAAC;QAC1C,IAAI,CAAC;YACH,MAAM,KAAK,GAAa,EAAE,CAAC;YAC3B,IAAI,KAAK,CAAC,aAAa;gBAAE,KAAK,CAAC,IAAI,CAAC,oBAAoB,KAAK,CAAC,aAAa,EAAE,CAAC,CAAC;YAC/E,IAAI,KAAK,CAAC,UAAU,KAAK,SAAS;gBAAE,KAAK,CAAC,IAAI,CAAC,iBAAiB,KAAK,CAAC,UAAU,EAAE,CAAC,CAAC;YAEpF,MAAM,MAAM,GAAG,KAAK,CAAC,MAAM,IAAI,IAAI,CAAC;YACpC,KAAK,CAAC,IAAI,CAAC,aAAa,MAAM,EAAE,CAAC,CAAC;YAElC,MAAM,KAAK,GAAG,IAAI,CAAC,GAAG,CAAC,KAAK,CAAC,KAAK,IAAI,EAAE,EAAE,GAAG,CAAC,CAAC;YAC/C,KAAK,CAAC,IAAI,CAAC,SAAS,KAAK,EAAE,CAAC,CAAC;YAC7B,IAAI,KAAK,CAAC,MAAM;gBAAE,KAAK,CAAC,IAAI,CAAC,UAAU,KAAK,CAAC,MAAM,EAAE,CAAC,CAAC;YACvD,KAAK,CAAC,IAAI,CAAC,SAAS,KAAK,CAAC,QAAQ,IAAI,mBAAmB,EAAE,CAAC,CAAC;YAE7D,MAAM,KAAK,GAAG,MAAM,GAAG,CAAC,SAAS,CAAC,GAAG,CACnC,GAAG,GAAG,CAAC,SAAS,CAAC,UAAU,yBAAyB,mBAAmB,IAAI,KAAK,CAAC,IAAI,CAAC,GAAG,CAAC,EAAE,EAC5F,EAAE,OAAO,EAAE,EAAE,MAAM,EAAE,aAAa,EAAE,EAAE,CACvC,CAAC;YACF,MAAM,MAAM,GAAG,KAAK,CAAC,MAAM,IAAI,CAAC,CAAC;YACjC,OAAO,eAAe,CAAC;gBACrB,KAAK;gBACL,KAAK,EAAE,KAAK,CAAC,MAAM;gBACnB,WAAW,EAAE,KAAK,CAAC,MAAM,KAAK,KAAK,CAAC,CAAC,CAAC,MAAM,GAAG,KAAK,CAAC,CAAC,CAAC,IAAI;aAC5D,CAAC,CAAC;QACL,CAAC;QAAC,OAAO,KAAU,EAAE,CAAC;YACpB,OAAO,aAAa,CAAC,SAAS,EAAE,iCAAiC,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC;QACpF,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/types.d.ts

@@ -13,5 +13,7 @@ export declare const PPM_NOT_FOUND = "PPM_NOT_FOUND";
 export declare const PPM_VALIDATION = "PPM_VALIDATION";
 export declare const WRM_NOT_FOUND = "WRM_NOT_FOUND";
 export declare const WRM_VALIDATION = "WRM_VALIDATION";
+export declare const SFA_NOT_FOUND = "SFA_NOT_FOUND";
+export declare const SFA_VALIDATION = "SFA_VALIDATION";
 export declare const API_ERROR = "API_ERROR";
 //# sourceMappingURL=types.d.ts.map

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

@@ -1 +1 @@
-{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/tools/types.ts"],"names":[],"mappings":"AAAA,MAAM,WAAW,YAAY,CAAC,CAAC,GAAG,GAAG;IACnC,OAAO,EAAE,OAAO,CAAC;IACjB,IAAI,CAAC,EAAE,CAAC,CAAC;IACT,KAAK,CAAC,EAAE;QACN,IAAI,EAAE,MAAM,CAAC;QACb,OAAO,EAAE,MAAM,CAAC;QAChB,OAAO,CAAC,EAAE,GAAG,CAAC;KACf,CAAC;CACH;AAED,wBAAgB,eAAe,CAAC,CAAC,EAAE,IAAI,EAAE,CAAC,GAAG,YAAY,CAAC,CAAC,CAAC,CAE3D;AAED,wBAAgB,aAAa,CAAC,IAAI,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,GAAG,GAAG,YAAY,CAExF;AAGD,eAAO,MAAM,aAAa,kBAAkB,CAAC;AAC7C,eAAO,MAAM,cAAc,mBAAmB,CAAC;AAC/C,eAAO,MAAM,aAAa,kBAAkB,CAAC;AAC7C,eAAO,MAAM,cAAc,mBAAmB,CAAC;AAC/C,eAAO,MAAM,SAAS,cAAc,CAAC"}
+{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/tools/types.ts"],"names":[],"mappings":"AAAA,MAAM,WAAW,YAAY,CAAC,CAAC,GAAG,GAAG;IACnC,OAAO,EAAE,OAAO,CAAC;IACjB,IAAI,CAAC,EAAE,CAAC,CAAC;IACT,KAAK,CAAC,EAAE;QACN,IAAI,EAAE,MAAM,CAAC;QACb,OAAO,EAAE,MAAM,CAAC;QAChB,OAAO,CAAC,EAAE,GAAG,CAAC;KACf,CAAC;CACH;AAED,wBAAgB,eAAe,CAAC,CAAC,EAAE,IAAI,EAAE,CAAC,GAAG,YAAY,CAAC,CAAC,CAAC,CAE3D;AAED,wBAAgB,aAAa,CAAC,IAAI,EAAE,MAAM,EAAE,OAAO,EAAE,MAAM,EAAE,OAAO,CAAC,EAAE,GAAG,GAAG,YAAY,CAExF;AAGD,eAAO,MAAM,aAAa,kBAAkB,CAAC;AAC7C,eAAO,MAAM,cAAc,mBAAmB,CAAC;AAC/C,eAAO,MAAM,aAAa,kBAAkB,CAAC;AAC7C,eAAO,MAAM,cAAc,mBAAmB,CAAC;AAC/C,eAAO,MAAM,aAAa,kBAAkB,CAAC;AAC7C,eAAO,MAAM,cAAc,mBAAmB,CAAC;AAC/C,eAAO,MAAM,SAAS,cAAc,CAAC"}

package/dist/tools/types.js

@@ -9,5 +9,7 @@ export const PPM_NOT_FOUND = 'PPM_NOT_FOUND';
 export const PPM_VALIDATION = 'PPM_VALIDATION';
 export const WRM_NOT_FOUND = 'WRM_NOT_FOUND';
 export const WRM_VALIDATION = 'WRM_VALIDATION';
+export const SFA_NOT_FOUND = 'SFA_NOT_FOUND';
+export const SFA_VALIDATION = 'SFA_VALIDATION';
 export const API_ERROR = 'API_ERROR';
 //# sourceMappingURL=types.js.map

package/dist/tools/types.js.map

@@ -1 +1 @@
-{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/tools/types.ts"],"names":[],"mappings":"AAUA,MAAM,UAAU,eAAe,CAAI,IAAO;IACxC,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,IAAI,EAAE,CAAC;AACjC,CAAC;AAED,MAAM,UAAU,aAAa,CAAC,IAAY,EAAE,OAAe,EAAE,OAAa;IACxE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,OAAO,EAAE,EAAE,CAAC;AAC/D,CAAC;AAED,cAAc;AACd,MAAM,CAAC,MAAM,aAAa,GAAG,eAAe,CAAC;AAC7C,MAAM,CAAC,MAAM,cAAc,GAAG,gBAAgB,CAAC;AAC/C,MAAM,CAAC,MAAM,aAAa,GAAG,eAAe,CAAC;AAC7C,MAAM,CAAC,MAAM,cAAc,GAAG,gBAAgB,CAAC;AAC/C,MAAM,CAAC,MAAM,SAAS,GAAG,WAAW,CAAC"}
+{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/tools/types.ts"],"names":[],"mappings":"AAUA,MAAM,UAAU,eAAe,CAAI,IAAO;IACxC,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,IAAI,EAAE,CAAC;AACjC,CAAC;AAED,MAAM,UAAU,aAAa,CAAC,IAAY,EAAE,OAAe,EAAE,OAAa;IACxE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,OAAO,EAAE,EAAE,CAAC;AAC/D,CAAC;AAED,cAAc;AACd,MAAM,CAAC,MAAM,aAAa,GAAG,eAAe,CAAC;AAC7C,MAAM,CAAC,MAAM,cAAc,GAAG,gBAAgB,CAAC;AAC/C,MAAM,CAAC,MAAM,aAAa,GAAG,eAAe,CAAC;AAC7C,MAAM,CAAC,MAAM,cAAc,GAAG,gBAAgB,CAAC;AAC/C,MAAM,CAAC,MAAM,aAAa,GAAG,eAAe,CAAC;AAC7C,MAAM,CAAC,MAAM,cAAc,GAAG,gBAAgB,CAAC;AAC/C,MAAM,CAAC,MAAM,SAAS,GAAG,WAAW,CAAC"}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@raytio/mcp-server",
-  "version": "1.16.1",
+  "version": "1.17.0",
   "description": "MCP server for secure AI agent access to Raytio user data",
   "type": "module",
   "main": "dist/index.js",

package/dist/tools/create-access-app.d.ts

@@ -1,10 +0,0 @@
-import { RaytioApiClient } from '../raytio/api-client.js';
-import { ToolResponse } from './types.js';
-export interface CreateAccessApplicationResponse {
-    access_application_id: string;
-    name: string;
-    customer_id: string;
-    created_at?: string;
-}
-export declare function createAccessApplication(client: RaytioApiClient, customerId: string, name: string, description?: string): Promise<ToolResponse<CreateAccessApplicationResponse>>;
-//# sourceMappingURL=create-access-app.d.ts.map

package/dist/tools/create-access-app.d.ts.map

@@ -1 +0,0 @@
-{"version":3,"file":"create-access-app.d.ts","sourceRoot":"","sources":["../../src/tools/create-access-app.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,eAAe,EAAE,MAAM,yBAAyB,CAAC;AAC1D,OAAO,EAAE,YAAY,EAAkC,MAAM,YAAY,CAAC;AAE1E,MAAM,WAAW,+BAA+B;IAC9C,qBAAqB,EAAE,MAAM,CAAC;IAC9B,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,UAAU,CAAC,EAAE,MAAM,CAAC;CACrB;AAED,wBAAsB,uBAAuB,CAC3C,MAAM,EAAE,eAAe,EACvB,UAAU,EAAE,MAAM,EAClB,IAAI,EAAE,MAAM,EACZ,WAAW,CAAC,EAAE,MAAM,GACnB,OAAO,CAAC,YAAY,CAAC,+BAA+B,CAAC,CAAC,CAoBxD"}

package/dist/tools/create-access-app.js

@@ -1,20 +0,0 @@
-import { successResponse, errorResponse } from './types.js';
-export async function createAccessApplication(client, customerId, name, description) {
-    try {
-        const response = await client.post('/db/v1/dsm_access_applications', {
-            customer_id: customerId,
-            name,
-            description: description || '',
-        });
-        return successResponse({
-            access_application_id: response.id,
-            name: response.name,
-            customer_id: response.customer_id,
-            created_at: response.created_at,
-        });
-    }
-    catch (error) {
-        return errorResponse('API_ERROR', `Failed to create access application: ${error.message}`);
-    }
-}
-//# sourceMappingURL=create-access-app.js.map

package/dist/tools/create-access-app.js.map

@@ -1 +0,0 @@
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package/dist/tools/create-form.d.ts

@@ -1,41 +0,0 @@
-import { RaytioApiClient } from '../raytio/api-client.js';
-import { ToolResponse } from './types.js';
-export interface CustomField {
-    type: string;
-    title?: string;
-    description?: string;
-    enum?: string[];
-    default?: any;
-}
-export interface FormPage {
-    name: string;
-    description_override?: boolean;
-    schemas: string[];
-    multiple?: boolean;
-    filter?: string;
-    optional?: boolean;
-    profile?: boolean;
-    service_provider_link?: boolean;
-    display_schema_description?: boolean;
-    display_field_title?: boolean;
-    display_field_description?: boolean;
-    share?: string;
-    verify_data?: boolean;
-    display_mode?: string;
-}
-export interface FormConfig {
-    a_id: string;
-    pages: FormPage[];
-    review_text?: string;
-    update_reference?: boolean;
-    emails: string[];
-    quick_onboard?: boolean;
-    display_sharing_preview?: boolean;
-}
-export interface CreateFormResponse {
-    link_id: string;
-    short_link_key: string;
-    schema_ids: string[];
-}
-export declare function createForm(client: RaytioApiClient, accessApplicationId: string, systemSchemas: string[], customFields?: Record<string, CustomField>, recipientEmail?: string, pageName?: string): Promise<ToolResponse<CreateFormResponse>>;
-//# sourceMappingURL=create-form.d.ts.map