@seldonframe/mcp 1.0.7 → 1.1.0

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Files changed (3) hide show
  1. package/package.json +2 -2
  2. package/src/tools.js +191 -39
  3. package/src/welcome.js +61 -32
package/package.json CHANGED
@@ -1,7 +1,7 @@
1
1
  {
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2
  "name": "@seldonframe/mcp",
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- "version": "1.0.7",
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- "description": "MCP server for SeldonFrame — AI-native Business OS platform. One command creates a real, hosted workspace with a website, booking page, intake form, CRM, and AI agents. v1.0.7: makes email collection MANDATORY at the end of every workspace creation flow. New `finalize_workspace({ email })` wrapper bundles welcome email + lead capture + a formatted final summary that Claude Code paraphrases verbatim to the operator (includes live URLs, configured CRM personality, pipeline stages, admin link). create_workspace tool description and response payload both explicitly tell Claude Code the email step is non-negotiable; welcome instructions mark step 4 as MANDATORY with the exact verbatim question to ask.",
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+ "version": "1.1.0",
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+ "description": "MCP server for SeldonFrame — AI-native Business OS platform. One command creates a real, hosted workspace with a website, booking page, intake form, CRM, and AI agents. v1.1.0: ATOMIC WORKSPACE CREATION. New `create_full_workspace` tool runs the entire 13-step pipeline server-side in one call — workspace, business profile, CRM with industry-specific pipeline stages, booking page with availability, intake form, themed landing page, all deployed with live URLs. Same input always produces the same output, no Claude-Code orchestration, no retries, no 404s. Admin dashboard URL is now created ONLY by finalize_workspace (not by create_full_workspace or create_workspace) — structural enforcement of the email-collection step instead of prompt-wording enforcement. The legacy create_workspace tool stays for backward compatibility but is no longer the recommended path.",
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  "type": "module",
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  "bin": {
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  "seldonframe-mcp": "src/index.js"
package/src/tools.js CHANGED
@@ -57,8 +57,10 @@ export const TOOLS = [
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57
  phone: str("Operator's business phone (any format — we render as-is). Renders in nav, hero, and footer when set."),
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58
  email: str("Optional contact email surfaced in the landing footer."),
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59
  address: str("Optional business address. Comma-separated street, city, region, postal, country renders as-is."),
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+ city: str("Operator's city (e.g. 'San Diego'). Used to set the workspace timezone so the booking page renders the right hours. ALWAYS include when the user mentions a location."),
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+ state: str("Operator's US state code or full name (e.g. 'CA' or 'California'), or Canadian province. Used for timezone inference. ALWAYS include when the user mentions a location."),
60
62
  tagline: str("Short hero tagline (one line)."),
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- business_description: str("One paragraph about the business (used for hero subhead + about section)."),
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+ business_description: str("One paragraph about the business (used for hero subhead + about section). ALWAYS include the industry words verbatim ('residential HVAC', 'family-owned plumbing', 'dental practice') so the right CRM personality + pipeline stages get seeded."),
62
64
  services: {
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  type: "array",
64
66
  description:
@@ -99,6 +101,8 @@ export const TOOLS = [
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101
  phone: args.phone ?? null,
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102
  email: args.email ?? null,
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103
  address: args.address ?? null,
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+ city: args.city ?? null,
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+ state: args.state ?? null,
102
106
  tagline: args.tagline ?? null,
103
107
  business_description: args.business_description ?? null,
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108
  services: args.services ?? null,
@@ -128,34 +132,46 @@ export const TOOLS = [
128
132
  Object.entries(rawUrls).filter(([key]) => !key.startsWith("admin_")),
129
133
  )
130
134
  : null;
131
- // May 2, 2026 — operator-facing response payload.
135
+ // May 2, 2026 — bulletproof guardrail. Earlier next_step+summary
136
+ // shape was still being skipped: Claude Code would paste the
137
+ // URLs to the operator and end the turn without ever calling
138
+ // finalize_workspace. This shape makes that physically harder:
132
139
  //
133
- // Goals: lead with the live URLs (operators care about those
134
- // first), prompt for the email next (the keystone of the
135
- // onboarding loop), and never surface internal jargon
136
- // (no "Soul" / "Cal.diy" / "Formbricks" / "Brain v2" /
137
- // "loadSoulPackage" / etc).
138
- //
139
- // The `summary` string is what Claude Code should paraphrase to
140
- // the operator verbatim — it's pre-formatted with bullets so
141
- // copy-paste lands cleanly.
140
+ // 1. The TOP-LEVEL response is a giant DO_NOT_DISPLAY warning
141
+ // string, not a URL summary. Pasting this to the operator
142
+ // reads as gibberish the model has to parse the structured
143
+ // next_step and call the tool to get the operator-facing
144
+ // output.
145
+ // 2. URLs and admin_url are still in the payload (consumers
146
+ // depend on them) but moved into a `_pending_after_email`
147
+ // bucket whose name signals "don't show yet."
148
+ // 3. next_step.required = true with explicit
149
+ // do_not_show_urls_until_email_collected = true.
142
150
  const websiteUrl = publicUrls?.home ?? null;
143
151
  const bookingUrl = publicUrls?.book ?? null;
144
152
  const intakeUrl = publicUrls?.intake ?? null;
145
- const summaryLines = [`${ws.name} is live!`, ""];
146
- if (websiteUrl) summaryLines.push(`- Website: ${websiteUrl}`);
147
- if (bookingUrl) summaryLines.push(`- Book a call: ${bookingUrl}`);
148
- if (intakeUrl) summaryLines.push(`- Service request form: ${intakeUrl}`);
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- if (adminUrl) summaryLines.push(`- Admin dashboard: ${adminUrl}`);
150
- summaryLines.push("");
151
- summaryLines.push(
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- "What's your email? I'll send you all these links and set up your admin login."
153
- );
154
- const summary = summaryLines.join("\n");
153
+
154
+ const guardrail = [
155
+ "⚠️ WORKSPACE CREATED DO NOT END YET ⚠️",
156
+ "",
157
+ `The workspace "${ws.name}" exists on the backend but the operator-facing flow is NOT complete. You MUST do exactly two things before responding to the user:`,
158
+ "",
159
+ " 1. Ask the user verbatim:",
160
+ ' "What email should I use for your account? This is where you\'ll get your login link and any notifications."',
161
+ "",
162
+ " 2. Once they reply with an email, call:",
163
+ " finalize_workspace({ email: <their_email>, name: <optional_name> })",
164
+ "",
165
+ "DO NOT show the operator any URLs from this response. The URLs in `_pending_after_email` are NOT for display — they're for the finalize_workspace tool to use when it sends the welcome email. The operator-facing summary (with URLs + what's configured) is returned by finalize_workspace, not by this tool.",
166
+ "",
167
+ "Why: skipping finalize_workspace leaves the operator with a one-shot admin URL that expires in 7 days, no welcome email in their inbox, and no account on record. Every workspace creation flow MUST end with finalize_workspace.",
168
+ ].join("\n");
155
169
 
156
170
  const payload = {
157
171
  ok: true,
158
- summary,
172
+ // Top-level guardrail — the FIRST string the model sees in the
173
+ // payload. Reads as instructions, not as operator-facing copy.
174
+ DO_NOT_DISPLAY_TO_USER: guardrail,
159
175
  workspace: {
160
176
  id,
161
177
  name: ws.name,
@@ -163,29 +179,165 @@ export const TOOLS = [
163
179
  tier: ws.tier ?? "free",
164
180
  created_at: ws.created_at,
165
181
  },
166
- // Live URLspresent these to the operator first. Public
167
- // ones first, admin URL second.
168
- website_url: websiteUrl,
169
- booking_url: bookingUrl,
170
- intake_url: intakeUrl,
171
- admin_url: adminUrl,
172
- admin_url_expires_at: result.bearer_token_expires_at ?? null,
173
- public_urls: result.public_urls ?? publicUrls,
174
- // MANDATORY next step. Claude Code MUST ask the operator
175
- // for their email and then call finalize_workspace — DO NOT
176
- // skip this, DO NOT present the URLs to the operator yet.
177
- // The welcome email + admin-login + lead capture all
178
- // depend on finalize_workspace running. Skipping it leaves
179
- // the operator with a one-shot URL and no recovery path.
182
+ // Mandatory next step described in plain English so the
183
+ // model has no excuse to skip it.
180
184
  next_step: {
181
185
  required: true,
182
- ask_user:
186
+ do_not_show_urls_until_email_collected: true,
187
+ ask_user_verbatim:
183
188
  "What email should I use for your account? This is where you'll get your login link and any notifications.",
184
189
  tool_to_call: "finalize_workspace",
185
190
  tool_args_template: { email: "<operator_email>", name: "<optional>" },
186
191
  why_required:
187
- "finalize_workspace sends the welcome email (with all the URLs the operator needs to bookmark), creates their account so the admin login keeps working past the 7-day token, and captures them as a lead. The summary it returns is the formatted final output to paraphrase to the operator.",
188
- do_not_skip: true,
192
+ "finalize_workspace is what sends the welcome email (Resend), creates the operator's account so the admin login keeps working past the 7-day token, captures them as a lead in our CRM, and returns the formatted operator-facing summary (URLs + what's configured) for you to paraphrase.",
193
+ consequence_of_skipping:
194
+ "Operator gets a one-shot admin URL with no recovery path, no welcome email, no account on record, no follow-up channel. This IS a broken flow.",
195
+ },
196
+ // URLs are in the payload (downstream consumers may rely on
197
+ // them) but in a bucket whose name signals "do not display."
198
+ // May 2, 2026: admin_url REMOVED from this bucket. The admin
199
+ // browser URL is constructed only by finalize_workspace, so
200
+ // there is structurally nothing for Claude Code to leak before
201
+ // the email step. Public URLs stay (they're idempotent and
202
+ // useful to consumers other than the operator chat).
203
+ _pending_after_email: {
204
+ website_url: websiteUrl,
205
+ booking_url: bookingUrl,
206
+ intake_url: intakeUrl,
207
+ public_urls: result.public_urls ?? publicUrls,
208
+ },
209
+ };
210
+ return firstEver ? withFirstCallBanner(payload) : payload;
211
+ },
212
+ },
213
+ {
214
+ name: "create_full_workspace",
215
+ description:
216
+ "PREFERRED for new workspaces. Atomic, server-side workspace creation: takes structured business info and creates everything in ONE call — workspace, business profile, CRM with industry-specific pipeline stages, booking page with availability, intake form, themed landing page, all deployed with live URLs. " +
217
+ "Use this instead of create_workspace + a long sequence of customization tools. The pipeline runs server-side with a fixed order — same input always produces same output, no retries, no 404s. " +
218
+ "MANDATORY FOLLOW-UP: After this returns `status: 'ready'`, ask the operator verbatim 'What email should I use for your account? This is where you'll get your login link and notifications.' Then call `finalize_workspace({ workspace_id, email })`. The admin dashboard URL is ONLY created by finalize_workspace — it does not exist in this response (so there's nothing for you to display prematurely). " +
219
+ "Example: create_full_workspace({ business_name: 'Summit Air Comfort', city: 'Phoenix', state: 'AZ', phone: '(480) 555-2100', services: ['AC repair', 'heating installation', 'duct cleaning'], business_description: 'Residential and commercial HVAC in Phoenix', review_count: 950, review_rating: 4.7, trust_signals: ['licensed', 'bonded', 'insured'], emergency_service: true, same_day: true, service_area: ['Scottsdale', 'Tempe', 'Mesa'] })",
220
+ inputSchema: obj(
221
+ {
222
+ business_name: str("Business display name (e.g. 'Summit Air Comfort')."),
223
+ city: str("Operator's city. Drives timezone inference."),
224
+ state: str("US state code or full name (or Canadian province). Drives timezone inference."),
225
+ phone: str("Business phone, any format. Renders in nav, hero, footer."),
226
+ services: {
227
+ type: "array",
228
+ description:
229
+ "Services / offerings the business provides — each as a plain string. The classifier reads these to pick the right CRM personality (HVAC, legal, dental, coaching, agency, default).",
230
+ items: { type: "string" },
231
+ },
232
+ business_description: str(
233
+ "One paragraph describing the business — drives the hero subhead, about section, and (critically) the personality classifier. Include industry words verbatim ('residential HVAC', 'family-owned plumbing', 'dental practice')."
234
+ ),
235
+ review_count: { type: "number", description: "Optional — number of reviews. Surfaces in trust strip + hero proof metric." },
236
+ review_rating: { type: "number", description: "Optional — average star rating (e.g. 4.7). Surfaces in trust strip." },
237
+ certifications: {
238
+ type: "array",
239
+ description: "Optional — credentials like ['EPA-certified', 'NATE-certified']. Surfaces in trust strip.",
240
+ items: { type: "string" },
241
+ },
242
+ trust_signals: {
243
+ type: "array",
244
+ description: "Optional — short claims like ['licensed', 'bonded', 'insured']. Surfaces in trust strip.",
245
+ items: { type: "string" },
246
+ },
247
+ emergency_service: { type: "boolean", description: "Optional — operator offers 24/7 emergency service. Surfaces in nav + hero." },
248
+ same_day: { type: "boolean", description: "Optional — same-day service available. Surfaces in trust strip." },
249
+ service_area: {
250
+ type: "array",
251
+ description: "Optional — cities or neighborhoods served (e.g. ['Scottsdale', 'Tempe']).",
252
+ items: { type: "string" },
253
+ },
254
+ email: str("Optional contact email surfaced in the landing footer (NOT the operator's account email — that comes via finalize_workspace)."),
255
+ address: str("Optional business address."),
256
+ },
257
+ ["business_name", "city", "state", "phone", "services", "business_description"]
258
+ ),
259
+ handler: async (args) => {
260
+ const firstEver = isFirstEverCall();
261
+ const result = await api("POST", "/workspaces/create-full", {
262
+ body: {
263
+ business_name: args.business_name,
264
+ city: args.city,
265
+ state: args.state,
266
+ phone: args.phone,
267
+ services: args.services,
268
+ business_description: args.business_description,
269
+ review_count: args.review_count ?? null,
270
+ review_rating: args.review_rating ?? null,
271
+ certifications: args.certifications ?? null,
272
+ trust_signals: args.trust_signals ?? null,
273
+ emergency_service: args.emergency_service ?? null,
274
+ same_day: args.same_day ?? null,
275
+ service_area: args.service_area ?? null,
276
+ email: args.email ?? null,
277
+ address: args.address ?? null,
278
+ },
279
+ allow_anonymous: true,
280
+ });
281
+
282
+ if (result?.status !== "ready" || !result?.workspace_id) {
283
+ return result;
284
+ }
285
+
286
+ // Stash the bearer locally so subsequent MCP calls (finalize_workspace
287
+ // + the customization tools) can authenticate. We strip the bearer
288
+ // from the visible response — only Claude Code's stash uses it.
289
+ if (result._bearer_token) {
290
+ rememberWorkspace({
291
+ workspace_id: result.workspace_id,
292
+ bearer_token: result._bearer_token,
293
+ });
294
+ }
295
+
296
+ // Build the operator-facing payload. Notable absence: admin_url.
297
+ // The admin browser URL is created in finalize_workspace, NOT
298
+ // here — that's the structural enforcement of email collection.
299
+ const guardrail = [
300
+ "⚠️ WORKSPACE CREATED — DO NOT END YET ⚠️",
301
+ "",
302
+ `The workspace "${args.business_name}" exists on the backend but the operator-facing flow is NOT complete. You MUST do exactly two things before responding to the user:`,
303
+ "",
304
+ " 1. Ask the user verbatim:",
305
+ " " + JSON.stringify(result.operator_prompt ?? "What email should I use for your account?"),
306
+ "",
307
+ " 2. Once they reply with an email, call:",
308
+ ` finalize_workspace({ workspace_id: "${result.workspace_id}", email: <their_email>, name: <optional_name> })`,
309
+ "",
310
+ "DO NOT show the operator any URLs from this response yet. The admin dashboard URL does not exist — finalize_workspace creates it. The operator-facing summary (with all URLs + admin link + what's configured) is returned by finalize_workspace.",
311
+ ].join("\n");
312
+
313
+ const payload = {
314
+ ok: true,
315
+ DO_NOT_DISPLAY_TO_USER: guardrail,
316
+ workspace: {
317
+ id: result.workspace_id,
318
+ slug: result.slug,
319
+ },
320
+ configured: result.configured,
321
+ next_step: {
322
+ required: true,
323
+ do_not_show_urls_until_email_collected: true,
324
+ ask_user_verbatim: result.operator_prompt,
325
+ tool_to_call: "finalize_workspace",
326
+ tool_args_template: {
327
+ workspace_id: result.workspace_id,
328
+ email: "<operator_email>",
329
+ name: "<optional>",
330
+ },
331
+ why_required:
332
+ "finalize_workspace creates the admin dashboard URL (it does not exist yet), sends the welcome email, captures the operator as a lead, and returns the formatted operator-facing summary. Skipping it leaves the operator with no admin access at all.",
333
+ consequence_of_skipping:
334
+ "The admin dashboard URL is structurally not in this response. Skipping finalize_workspace means the operator can't get into their workspace. This IS a broken flow.",
335
+ },
336
+ // Internal-only — public URLs only. No admin URL anywhere.
337
+ _pending_after_email: {
338
+ website_url: result.public_urls?.home ?? null,
339
+ booking_url: result.public_urls?.book ?? null,
340
+ intake_url: result.public_urls?.intake ?? null,
189
341
  },
190
342
  };
191
343
  return firstEver ? withFirstCallBanner(payload) : payload;
package/src/welcome.js CHANGED
@@ -4,7 +4,7 @@
4
4
  // no architecture lecture, no "Soul" / "Cal.diy" / "Formbricks" /
5
5
  // "Brain v2" jargon.
6
6
 
7
- export const VERSION = "1.0.7";
7
+ export const VERSION = "1.1.0";
8
8
 
9
9
  export const WELCOME_MARKDOWN = `# SeldonFrame — create a real Business OS in one conversation
10
10
 
@@ -50,23 +50,38 @@ welcome email, and no follow-up channel. Always finish with step 4.
50
50
  - Top 3-5 services / products
51
51
  - Brief description (1 sentence)
52
52
 
53
- 2. **Create the workspace.** Call \`create_workspace\` with the
54
- structured fields:
53
+ 2. **Create the workspace atomically.** Call \`create_full_workspace\`
54
+ (the PREFERRED tool for new workspaces). One call → the entire
55
+ workspace deploys server-side: org + business profile + CRM with
56
+ industry-specific pipeline + booking page with availability +
57
+ intake form + themed landing page. Same input always produces
58
+ the same output — no retries, no 404s, no Claude-Code orchestration.
55
59
  \`\`\`
56
- create_workspace({
57
- name: "Precision Plumbing Co",
60
+ create_full_workspace({
61
+ business_name: "Pacific Coast Heating & Air",
62
+ city: "San Diego",
63
+ state: "CA",
58
64
  phone: "(555) 123-4567",
59
- business_description: "Family-owned residential plumbing in Austin.",
60
- services: [
61
- { name: "Drain Cleaning" },
62
- { name: "Water Heater Repair" },
63
- { name: "Leak Detection" }
64
- ]
65
+ services: ["AC Repair", "Heating Installation", "Indoor Air Quality"],
66
+ business_description: "Family-owned residential HVAC contractor — heating, cooling, AC repair in the San Diego area.",
67
+ // Optional but recommended — enrich the hero proof metrics:
68
+ review_count: 950,
69
+ review_rating: 4.7,
70
+ trust_signals: ["licensed", "bonded", "insured"],
71
+ emergency_service: true,
72
+ same_day: true,
73
+ service_area: ["San Diego", "Chula Vista", "Oceanside"]
65
74
  })
66
75
  \`\`\`
67
- The response includes live URLs (website, booking, intake form,
68
- admin dashboard). Do NOT present those URLs to the operator yet
69
- wait for step 4 so the email goes out alongside.
76
+ The response carries a guardrail (\`DO_NOT_DISPLAY_TO_USER\`) and
77
+ intentionally OMITS the admin dashboard URL it does not exist
78
+ yet. Do NOT present anything from this response to the operator.
79
+ Move directly to step 3.
80
+
81
+ The legacy \`create_workspace\` tool still works for backward
82
+ compat but is fragile (assumes Claude Code orchestrates the
83
+ follow-up customization). Prefer \`create_full_workspace\` for
84
+ every new flow.
70
85
 
71
86
  3. **Ask the operator for their email — VERBATIM.** Use exactly this
72
87
  wording so the operator understands why it's needed:
@@ -76,21 +91,28 @@ welcome email, and no follow-up channel. Always finish with step 4.
76
91
  is required to keep their admin login alive past 7 days — then
77
92
  ask again. Don't move on without an answer.
78
93
 
79
- 4. **MANDATORY: call \`finalize_workspace({ email })\`.** This is the
80
- one tool call that closes the loop:
94
+ 4. **MANDATORY: call \`finalize_workspace({ workspace_id, email })\`.**
95
+ This is the one tool call that closes the loop AND creates the
96
+ admin dashboard URL (which doesn't exist until this runs):
81
97
  \`\`\`
82
- finalize_workspace({ email: "max@precisionplumbing.com", name: "Max" })
98
+ finalize_workspace({
99
+ workspace_id: "<from-create-full-response>",
100
+ email: "max@pacificcoasthvac.com",
101
+ name: "Max"
102
+ })
83
103
  \`\`\`
84
- It sends the welcome email (with all the URLs), captures the
85
- operator as a lead in our CRM, and returns a \`summary\` field
86
- with the formatted final output. PARAPHRASE that summary
87
- verbatim to the operator that's how they see what was
88
- configured (CRM personality, pipeline stages, live URLs,
89
- admin link, email confirmation).
104
+ It mints the admin auth token, sends the welcome email (with
105
+ all the URLs and the admin link), captures the operator as a
106
+ lead in our CRM, and returns a \`summary\` field with the
107
+ formatted final output. PARAPHRASE that summary verbatim to the
108
+ operator that's how they see what was configured (CRM
109
+ personality, pipeline stages, live URLs, admin link, email
110
+ confirmation).
90
111
 
91
112
  Alternative: call \`collect_operator_email({ email })\` if you
92
113
  want finer control without the formatted summary. Either tool
93
- satisfies step 4; skipping both does not.
114
+ satisfies step 4; skipping both does not — and the operator
115
+ is left with NO admin access at all.
94
116
 
95
117
  After step 4 the operator can customize their workspace through
96
118
  further natural-language requests ("change the headline to …",
@@ -101,14 +123,21 @@ further natural-language requests ("change the headline to …",
101
123
 
102
124
  ## What the tools do (operator language only)
103
125
 
104
- - **\`create_workspace\`** — creates the live business OS (website,
105
- booking, intake form, CRM, AI agents). Always the first call.
106
- - **\`finalize_workspace\`** MANDATORY closing call. Bundles email
107
- collection (welcome email + lead capture) and returns the
108
- formatted final summary Claude Code paraphrases verbatim to the
109
- operator. Always the last call of every workspace creation flow.
110
- - **\`collect_operator_email\`** same effect as finalize_workspace
111
- but without the formatted summary. Use either; never skip both.
126
+ - **\`create_full_workspace\`** — PREFERRED. Atomic, server-side
127
+ workspace creation. One call entire business OS deployed.
128
+ Always the first call for new workspaces.
129
+ - **\`create_workspace\`** legacy fallback (kept for backward
130
+ compat). Use create_full_workspace instead for new flows.
131
+ - **\`finalize_workspace\`** MANDATORY closing call. Mints the
132
+ admin auth token (the admin URL doesn't exist until this runs),
133
+ bundles email collection (welcome email + lead capture), and
134
+ returns the formatted final summary Claude Code paraphrases
135
+ verbatim to the operator. Always the last call of every
136
+ workspace creation flow.
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+ - **\`collect_operator_email\`** — narrower variant of
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+ finalize_workspace that only sends the welcome email + captures
139
+ the lead. Doesn't return the formatted summary. Use either;
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+ never skip both.
112
141
  - **\`update_landing_content\`** / **\`update_landing_section\`** —
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142
  edit the website's headline, subhead, sections, copy.
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143
  - **\`update_theme\`** — change colors, fonts, dark/light mode.