@raytio/mcp-server 1.16.1 → 1.18.0

package/dist/tools/sfa/deal-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_DEAL_SELECT } from '../../sfa/projection.js';
+const UUID_FIELDS = new Set([
+    'id', 'party_id', 'pipeline_id', 'stage_id', 'assigned_to', 'source_lead_id',
+]);
+export const dealUpdateTool = {
+    name: 'sfa_deal_update',
+    description: 'Update an SFA deal (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 deal'),
+        deal_name: z.string().optional().describe('Display name'),
+        party_id: z.string().optional().describe('UUID of the PRM party'),
+        pipeline_id: z.string().nullable().optional().describe('Pipeline UUID (null to clear)'),
+        stage_id: z.string().nullable().optional().describe('Stage UUID (null to clear)'),
+        deal_status: z.string().nullable().optional().describe('Deal status (null to clear)'),
+        amount: z.number().nullable().optional().describe('Deal amount (null to clear)'),
+        currency_code: z.string().nullable().optional().describe('ISO currency code (null to clear)'),
+        probability: z.number().min(0).max(100).nullable().optional()
+            .describe('Win probability percent (null to clear)'),
+        expected_close_date: z.string().nullable().optional()
+            .describe('Expected close date ISO 8601 (null to clear)'),
+        actual_close_date: z.string().nullable().optional()
+            .describe('Actual close date ISO 8601 (null to clear)'),
+        lost_reason: z.string().nullable().optional().describe('Reason lost (null to clear)'),
+        assigned_to: z.string().nullable().optional().describe('Assigned user UUID (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_deals?id=eq.${id}&select=${SFA_DEAL_SELECT}`, body, { headers: { Prefer: 'return=representation' } });
+            if (!items || items.length === 0) {
+                return errorResponse(SFA_NOT_FOUND, `Deal ${id} not found`);
+            }
+            return successResponse(items[0]);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to update SFA deal: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=deal-update.js.map

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

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

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

package/dist/tools/sfa/index.d.ts.map

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

@@ -0,0 +1,49 @@
+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 { leadStagingListTool } from './lead-staging-list.js';
+import { leadStagingGetTool } from './lead-staging-get.js';
+import { leadImportTool } from './lead-import.js';
+import { leadDedupTool } from './lead-dedup.js';
+import { leadPromoteTool } from './lead-promote.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,
+    leadStagingListTool,
+    leadStagingGetTool,
+    dealListTool,
+    dealGetTool,
+    dealLineListTool,
+    activityListTool,
+    pipelineListTool,
+    leadSourceListTool,
+    // Authoring tools
+    leadCreateTool,
+    leadUpdateTool,
+    dealCreateTool,
+    dealUpdateTool,
+    dealLineCreateTool,
+    activityCreateTool,
+    // Lambda-backed semantic tools
+    leadConvertTool,
+    dealAdvanceStageTool,
+    // Lambda-backed sourcing pipeline tools
+    leadImportTool,
+    leadDedupTool,
+    leadPromoteTool,
+];
+//# 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 @@
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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-dedup.d.ts

@@ -0,0 +1,13 @@
+import { Tool } from '../registry.js';
+/**
+ * Calls the sfa-lead-dedup persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/dedup).
+ *
+ * Runs fuzzy deduplication on PENDING `t_sfa_lead_staging` rows using
+ * `pg_trgm` similarity over identifying fields. Stamps `dedup_status`
+ * (NEW/MATCHED/REJECTED), `dedup_score`, and matched lead/party IDs
+ * back on each staging row. On success it enqueues a follow-up
+ * `sfa_lead_promote` job (unless `trigger_promote=false`).
+ */
+export declare const leadDedupTool: Tool;
+//# sourceMappingURL=lead-dedup.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"lead-dedup.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-dedup.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAGtC;;;;;;;;;GASG;AACH,eAAO,MAAM,aAAa,EAAE,IA+B3B,CAAC"}

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

@@ -0,0 +1,43 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+/**
+ * Calls the sfa-lead-dedup persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/dedup).
+ *
+ * Runs fuzzy deduplication on PENDING `t_sfa_lead_staging` rows using
+ * `pg_trgm` similarity over identifying fields. Stamps `dedup_status`
+ * (NEW/MATCHED/REJECTED), `dedup_score`, and matched lead/party IDs
+ * back on each staging row. On success it enqueues a follow-up
+ * `sfa_lead_promote` job (unless `trigger_promote=false`).
+ */
+export const leadDedupTool = {
+    name: 'sfa_lead_dedup',
+    description: 'Trigger SFA lead-staging deduplication. Calls the sfa-lead-dedup Lambda which fuzzy-matches PENDING staging rows against existing leads + parties via pg_trgm, then (by default) chains into promote. Requires SFA.INSERT permission.',
+    inputSchema: z.object({
+        staging_ids: z.array(z.string()).optional()
+            .describe('Explicit list of staging row UUIDs to dedup. Omit to process all PENDING rows for the tenant up to limit.'),
+        match_threshold: z.number().min(0).max(1).optional()
+            .describe('Minimum pg_trgm similarity (0–1) to mark a row MATCHED (default 0.80)'),
+        limit: z.number().int().min(1).max(1000).optional()
+            .describe('Max PENDING rows to process when no staging_ids list is provided (default 100, max 1000)'),
+        trigger_promote: z.boolean().optional()
+            .describe('When TRUE (default), enqueue a sfa_lead_promote job after a batch with NEW/MATCHED rows'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = {};
+            const optional = ['staging_ids', 'match_threshold', 'limit', 'trigger_promote'];
+            for (const field of optional) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const result = await ctx.apiClient.postLambda('/sfa/lead/dedup', body);
+            return successResponse(result);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to trigger SFA lead dedup: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-dedup.js.map

package/dist/tools/sfa/lead-dedup.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 @@
+{"version":3,"file":"lead-get.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-get.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAKtC,eAAO,MAAM,WAAW,EAAE,IAoBzB,CAAC"}

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-import.d.ts

@@ -0,0 +1,13 @@
+import { Tool } from '../registry.js';
+/**
+ * Calls the sfa-lead-import persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/import).
+ *
+ * Triggers a CSV-from-S3 ingestion run: the Lambda reads the CSV, applies
+ * the provided column mapping to each record, and inserts one
+ * `t_sfa_lead_staging` row per record with `source_type='IMPORT'`. On
+ * success it enqueues a follow-up `sfa_lead_dedup` job to fire the
+ * dedup → promote chain.
+ */
+export declare const leadImportTool: Tool;
+//# sourceMappingURL=lead-import.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"lead-import.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-import.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAGtC;;;;;;;;;GASG;AACH,eAAO,MAAM,cAAc,EAAE,IA2C5B,CAAC"}

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

@@ -0,0 +1,55 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+/**
+ * Calls the sfa-lead-import persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/import).
+ *
+ * Triggers a CSV-from-S3 ingestion run: the Lambda reads the CSV, applies
+ * the provided column mapping to each record, and inserts one
+ * `t_sfa_lead_staging` row per record with `source_type='IMPORT'`. On
+ * success it enqueues a follow-up `sfa_lead_dedup` job to fire the
+ * dedup → promote chain.
+ */
+export const leadImportTool = {
+    name: 'sfa_lead_import',
+    description: 'Trigger an SFA lead import from a CSV in S3. Calls the sfa-lead-import Lambda which stages one row per CSV record and (by default) chains into dedup → promote. Requires SFA.INSERT permission.',
+    inputSchema: z.object({
+        tenant_id: z.string().describe('Tenant the staging rows belong to'),
+        s3_bucket: z.string().describe('S3 bucket containing the CSV'),
+        s3_key: z.string().describe('S3 object key for the CSV'),
+        column_mapping: z.record(z.string()).optional()
+            .describe('Mapping of CSV header → staging lead field. Unmapped columns are still kept on raw_payload.raw.'),
+        source_ref: z.string().optional()
+            .describe('Override for source_ref (defaults to the S3 key)'),
+        delimiter: z.string().optional().describe('CSV delimiter (default ",")'),
+        encoding: z.string().optional().describe('CSV file encoding (default "utf-8-sig")'),
+        trigger_dedup: z.boolean().optional()
+            .describe('When TRUE (default), enqueue a sfa_lead_dedup job on success'),
+        metadata: z.record(z.unknown()).optional()
+            .describe('Optional metadata stamped on every staging row'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = {
+                tenant_id: input.tenant_id,
+                s3_bucket: input.s3_bucket,
+                s3_key: input.s3_key,
+            };
+            const optional = [
+                'column_mapping', 'source_ref', 'delimiter', 'encoding',
+                'trigger_dedup', 'metadata',
+            ];
+            for (const field of optional) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const result = await ctx.apiClient.postLambda('/sfa/lead/import', body);
+            return successResponse(result);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to trigger SFA lead import: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-import.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"lead-import.js","sourceRoot":"","sources":["../../../src/tools/sfa/lead-import.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,OAAO,EAAE,eAAe,EAAE,aAAa,EAAE,SAAS,EAAE,MAAM,aAAa,CAAC;AAExE;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,cAAc,GAAS;IAClC,IAAI,EAAE,iBAAiB;IACvB,WAAW,EACT,iMAAiM;IACnM,WAAW,EAAE,CAAC,CAAC,MAAM,CAAC;QACpB,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;QACnE,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,8BAA8B,CAAC;QAC9D,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,2BAA2B,CAAC;QACxD,cAAc,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,QAAQ,EAAE;aAC5C,QAAQ,CAAC,iGAAiG,CAAC;QAC9G,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE;aAC9B,QAAQ,CAAC,kDAAkD,CAAC;QAC/D,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACxE,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;QACnF,aAAa,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,EAAE;aAClC,QAAQ,CAAC,8DAA8D,CAAC;QAC3E,QAAQ,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,OAAO,EAAE,CAAC,CAAC,QAAQ,EAAE;aACvC,QAAQ,CAAC,gDAAgD,CAAC;KAC9D,CAAC;IACF,OAAO,EAAE,KAAK,EAAE,IAAI,EAAE,GAAG,EAAE,EAAE;QAC3B,MAAM,KAAK,GAAG,IAA2B,CAAC;QAC1C,IAAI,CAAC;YACH,MAAM,IAAI,GAAwB;gBAChC,SAAS,EAAE,KAAK,CAAC,SAAS;gBAC1B,SAAS,EAAE,KAAK,CAAC,SAAS;gBAC1B,MAAM,EAAE,KAAK,CAAC,MAAM;aACrB,CAAC;YACF,MAAM,QAAQ,GAAG;gBACf,gBAAgB,EAAE,YAAY,EAAE,WAAW,EAAE,UAAU;gBACvD,eAAe,EAAE,UAAU;aAC5B,CAAC;YACF,KAAK,MAAM,KAAK,IAAI,QAAQ,EAAE,CAAC;gBAC7B,IAAI,KAAK,CAAC,KAAK,CAAC,KAAK,SAAS;oBAAE,IAAI,CAAC,KAAK,CAAC,GAAG,KAAK,CAAC,KAAK,CAAC,CAAC;YAC7D,CAAC;YACD,MAAM,MAAM,GAAG,MAAM,GAAG,CAAC,SAAS,CAAC,UAAU,CAC3C,kBAAkB,EAClB,IAAI,CACL,CAAC;YACF,OAAO,eAAe,CAAC,MAAM,CAAC,CAAC;QACjC,CAAC;QAAC,OAAO,KAAU,EAAE,CAAC;YACpB,OAAO,aAAa,CAAC,SAAS,EAAE,sCAAsC,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC;QACzF,CAAC;IACH,CAAC;CACF,CAAC"}

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

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

@@ -0,0 +1,14 @@
+import { Tool } from '../registry.js';
+/**
+ * Calls the sfa-lead-promote persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/promote).
+ *
+ * Final stage of the SFA lead sourcing pipeline. Reads NEW/MATCHED rows
+ * from `t_sfa_lead_staging` and either inserts a new `t_sfa_leads` row
+ * (NEW or MATCHED+party_id) or attaches to an existing matched lead
+ * (MATCHED+lead_id). Each staging row is committed in its own savepoint
+ * so a single bad row never aborts the batch; archived rows are flagged
+ * `active=FALSE` with promotion outcome recorded on `metadata`.
+ */
+export declare const leadPromoteTool: Tool;
+//# sourceMappingURL=lead-promote.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"lead-promote.d.ts","sourceRoot":"","sources":["../../../src/tools/sfa/lead-promote.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,IAAI,EAAE,MAAM,gBAAgB,CAAC;AAGtC;;;;;;;;;;GAUG;AACH,eAAO,MAAM,eAAe,EAAE,IA6B7B,CAAC"}

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

@@ -0,0 +1,42 @@
+import { z } from 'zod';
+import { successResponse, errorResponse, API_ERROR } from '../types.js';
+/**
+ * Calls the sfa-lead-promote persist-functions Lambda
+ * (POST /persist/v2/sfa/lead/promote).
+ *
+ * Final stage of the SFA lead sourcing pipeline. Reads NEW/MATCHED rows
+ * from `t_sfa_lead_staging` and either inserts a new `t_sfa_leads` row
+ * (NEW or MATCHED+party_id) or attaches to an existing matched lead
+ * (MATCHED+lead_id). Each staging row is committed in its own savepoint
+ * so a single bad row never aborts the batch; archived rows are flagged
+ * `active=FALSE` with promotion outcome recorded on `metadata`.
+ */
+export const leadPromoteTool = {
+    name: 'sfa_lead_promote',
+    description: 'Trigger SFA lead-staging promotion. Calls the sfa-lead-promote Lambda which inserts/attaches t_sfa_leads rows from NEW/MATCHED staging rows and archives the staging row. Requires SFA.INSERT permission.',
+    inputSchema: z.object({
+        staging_ids: z.array(z.string()).optional()
+            .describe('Explicit list of staging row UUIDs to promote. Omit to process all active NEW/MATCHED rows for the tenant up to limit.'),
+        limit: z.number().int().min(1).max(1000).optional()
+            .describe('Max staging rows to process when no staging_ids list is provided (default 100, max 1000)'),
+        trigger_chain: z.boolean().optional()
+            .describe('When TRUE, enqueue a follow-up downstream job after a successful batch (reserved; default false)'),
+    }),
+    handler: async (args, ctx) => {
+        const input = args;
+        try {
+            const body = {};
+            const optional = ['staging_ids', 'limit', 'trigger_chain'];
+            for (const field of optional) {
+                if (input[field] !== undefined)
+                    body[field] = input[field];
+            }
+            const result = await ctx.apiClient.postLambda('/sfa/lead/promote', body);
+            return successResponse(result);
+        }
+        catch (error) {
+            return errorResponse(API_ERROR, `Failed to trigger SFA lead promote: ${error.message}`);
+        }
+    },
+};
+//# sourceMappingURL=lead-promote.js.map

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

@@ -0,0 +1 @@
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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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