@seldonframe/mcp 1.52.0 → 1.55.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@seldonframe/mcp",
-  "version": "1.52.0",
+  "version": "1.55.0",
   "mcpName": "io.github.seldonframe/seldonframe-mcp",
   "description": "Open-source GoHighLevel alternative for agencies. 146+ MCP tools that let Claude Code spin up white-labeled client workspaces — CRM, booking, intake forms, landing pages, AI chatbot, and pre-wired agent archetypes (speed-to-lead, missed-call-text-back, review-requester) — in minutes. AGPL-3.0.",
   "license": "AGPL-3.0-or-later",

package/src/finalize-summary.js

@@ -0,0 +1,108 @@
+// v1.55.0 — Standalone builder for the finalize_workspace operator summary.
+// Extracted from tools.js so we can unit-test the string-building logic
+// in isolation (no MCP server boot, no HTTP shims, no snapshot fetcher).
+//
+// The handler in tools.js fetches the snapshot, computes duration, and
+// passes the result here. This file just builds the string.
+
+/**
+ * @param {object} args
+ * @param {object} args.snapshot — workspace snapshot from
+ *   /api/v1/workspace/<id>/snapshot. Must include: workspace.name,
+ *   public_urls.{home,book,intake}, chatbot (or null), ops_stack,
+ *   available_automations, tier.
+ * @param {number} args.durationSec — total workspace creation time.
+ * @param {string|null} args.aestheticArchetype — workspace's classified
+ *   archetype (from snapshot.theme.aestheticArchetype). Used in the
+ *   closing landing-page nudge.
+ * @returns {string} the formatted operator summary
+ */
+export function buildFinalizeSummary({ snapshot, durationSec, aestheticArchetype }) {
+  const ws = snapshot.workspace ?? {};
+  const businessName = ws.name ?? "Your workspace";
+  const chatbot = snapshot.chatbot ?? null;
+  const opsStack = snapshot.ops_stack ?? {};
+  const automations = snapshot.available_automations ?? [];
+  const tier = snapshot.tier ?? {};
+  const tierLabel = tier.current_tier_label ?? "Free";
+  const isPaid = tier.current_tier === "growth" || tier.current_tier === "scale";
+
+  // Extract client domain from the operator's input (the URL they scraped).
+  // We store it on workspace.settings.source_url upstream; fall back to
+  // the public preview URL host if unavailable.
+  const clientDomain =
+    (ws.settings && typeof ws.settings.source_url === "string"
+      ? new URL(ws.settings.source_url).host
+      : null) ?? "your client's site";
+
+  const lines = [];
+
+  // Header
+  lines.push(`✅ Client ops stack ready for ${businessName}. (${durationSec} seconds)`);
+  lines.push("");
+
+  // Chatbot embed snippet (the magic moment — paste on client's existing site)
+  if (chatbot && chatbot.embed_snippet) {
+    lines.push(`📞 AI receptionist — paste before </body> on ${clientDomain} to go live:`);
+    lines.push(chatbot.embed_snippet);
+    lines.push("");
+    lines.push(`🤖 Demo for your client: ${chatbot.preview_url ?? snapshot.public_urls?.home ?? ""}`);
+    lines.push(`   (Chatbot live in TEST mode — share so your client can try it before pasting)`);
+  } else {
+    lines.push(`🤖 AI chatbot — scaffold pending. Retry:`);
+    lines.push(`   create_agent({ archetype: "website-chatbot", channel: "web_chat" })`);
+  }
+  lines.push("");
+
+  // Ops stack URLs
+  lines.push(`📅 Booking: ${opsStack.booking_url ?? snapshot.public_urls?.book ?? ""}`);
+  lines.push(`📝 Intake:  ${opsStack.intake_url ?? snapshot.public_urls?.intake ?? ""}`);
+  lines.push(`🔧 Admin:   ${opsStack.admin_url ?? ""}`);
+  lines.push("");
+
+  // 7-automation callout
+  if (automations.length > 0) {
+    lines.push(`⚡ ${automations.length} more automations ready to deploy for this client:`);
+    const descriptions = {
+      "speed-to-lead": "text the lead within 30 sec of intake submission",
+      "missed-call-text-back": "auto-SMS when their phone goes unanswered",
+      "review-requester": "ask for a 5★ after every completed booking",
+      "appointment-confirm-sms": "reduce no-shows automatically",
+      "weather-aware-booking": "reschedule outdoor jobs when rain is forecast",
+      "daily-digest": "morning summary of yesterday's activity",
+      "win-back": "re-engage cancelled subscribers with a time-limited code",
+    };
+    for (const a of automations) {
+      const desc = descriptions[a.id] ?? "";
+      lines.push(`   • ${a.name}${desc ? " — " + desc : ""}`);
+    }
+    lines.push(`   Activate any: ${opsStack.automations_url ?? ""}`);
+    lines.push(
+      `   (Need API keys for SMS/email? Just ask — Claude will walk you through`,
+    );
+    lines.push(`    Twilio / Resend / Stripe setup when an automation needs one.)`);
+    lines.push("");
+  }
+
+  // Tier + client portal
+  const tierUpsell = isPaid
+    ? "white-label + reseller pricing on Scale ($99/mo)"
+    : "Upgrade $9/mo for unlimited workspaces";
+  const clientPortalUrl = tier.client_portal_url ?? "";
+  lines.push(
+    `💼 Tier: ${tierLabel}  ·  ${tierUpsell}` +
+      (clientPortalUrl ? `  ·  Client portal: ${clientPortalUrl}` : ""),
+  );
+  lines.push("");
+
+  // Landing-page nudge (closing)
+  const archetypeClause = aestheticArchetype ? ` in ${aestheticArchetype} style` : "";
+  lines.push(
+    `Want a landing page too? Just ask: "build a landing page for ${businessName}${archetypeClause}"`,
+  );
+  lines.push(
+    `— Claude will use the landing-page-creation skill to generate one${aestheticArchetype ? " with the archetype voice" : ""}.`,
+  );
+
+  return lines.join("\n");
+}

package/src/tools.js

@@ -20,6 +20,10 @@ import {
 // drafts assumed VERSION leaked in via client.js's transitive import;
 // it doesn't. Direct import = no runtime "VERSION is not defined".
 import { FIRST_CALL_BANNER, VERSION } from "./welcome.js";
+// v1.55.0 — finalize_workspace summary builder extracted into its own
+// module so it can be unit-tested in isolation. See
+// packages/crm/tests/unit/finalize-summary-v1-55.spec.ts.
+import { buildFinalizeSummary } from "./finalize-summary.js";
 // v1.10.1 — upload_workspace_image local_file_path branch reads the file
 // directly in the MCP-client process (which runs on the operator's
 // machine via the npm package). Reading + base64-encoding here means
@@ -804,7 +808,8 @@ export const TOOLS = [
       "ONE-CALL CLOSING WRAPPER for the workspace creation flow. Bundles email collection (welcome email + lead capture via collect_operator_email) AND produces the final operator-facing summary (live URLs, what's configured, admin link). " +
       "Call this as the LAST step of every workspace creation. After create_workspace returns, ask the user 'What email should I use for your account? This is where you'll get your login link and any notifications.' Then call this tool with the email they give you. Returns a `summary` string Claude Code should paraphrase verbatim to the operator. " +
       "Use this instead of calling collect_operator_email directly when you want a single tool call to close the loop. Skipping this is the same as skipping email collection — leaves the operator with a one-shot URL and no recovery path. " +
-      "Example: finalize_workspace({ email: 'max@precisionplumbing.com', name: 'Max' })",
+      "Example: finalize_workspace({ email: 'max@precisionplumbing.com', name: 'Max' }). " +
+      "The summary is agency-voice: addresses the operator AS an agency delivering for their SMB client, not as the workspace owner. When relaying to the operator, preserve the 'your client' framing throughout — don't rewrite to 'your workspace'.",
     inputSchema: obj(
       {
         email: str("Operator email — used as the welcome email recipient AND as the unique key for the SeldonFrame CRM lead."),
@@ -837,6 +842,8 @@ export const TOOLS = [
       const publicUrls = snapshot?.public_urls ?? {};
       const slug = snapshot?.workspace?.slug ?? null;
       const wsName = snapshot?.workspace?.name ?? "Your workspace";
+      const chatbot = snapshot?.chatbot ?? null;
+      const tier = snapshot?.tier ?? null;
       if (!publicUrls.home || !publicUrls.book || !publicUrls.intake) {
         throw new Error(
           "Snapshot did not return public_urls (home/book/intake). Re-check the workspace.",
@@ -889,9 +896,8 @@ export const TOOLS = [
       }
 
       // Step 3: closing summary — formatted exactly the way Claude Code
-      // should paraphrase to the operator. Pulls the personality label
-      // + pipeline stages from the snapshot so the "What's configured"
-      // section reflects the actual workspace shape.
+      // should paraphrase to the operator. Personality + pipeline are
+      // surfaced in the response payload (not the summary text).
       const personality =
         snapshot?.workspace?.settings?.crmPersonality ?? null;
       const personalityLabel =
@@ -900,65 +906,34 @@ export const TOOLS = [
           : null;
       const pipelineStages = personality?.pipeline?.stages ?? [];
 
-      const lines = [
-        `✅ ${wsName}'s Business OS is live.`,
-        "",
-        emailSent
-          ? `📧 Welcome email sent to ${a.email}`
-          : `⚠️ Welcome email NOT sent${emailError ? ` (${emailError})` : ""} — please retry collect_operator_email.`,
-        "",
-        "🌐 Public URLs:",
-        `  • Website: ${publicUrls.home}`,
-        `  • Booking: ${publicUrls.book}`,
-        `  • Intake: ${publicUrls.intake}`,
-        "",
-        "🔐 Admin dashboard:",
-        `  ${adminUrl}`,
-        "",
-        "What's configured:",
-      ];
-      if (personalityLabel) {
-        lines.push(`  • CRM personality: ${personalityLabel}`);
-      }
-      if (pipelineStages.length > 0) {
-        const stageNames = pipelineStages
-          .map((s) => s?.name)
-          .filter(Boolean)
-          .join(" → ");
-        lines.push(`  • Pipeline: ${stageNames}`);
-      }
-      lines.push(`  • Booking page, intake form, CRM, AI agents — all live`);
-      lines.push(
-        emailSent
-          ? `  • Welcome email sent, onboarding started`
-          : `  • Welcome email NOT yet sent (rerun finalize_workspace to retry)`
-      );
-      // v1.34.0 — Brief, optional next-step menu surfaced AFTER the
-      // operator's site is live. We don't lecture; we just list what's
-      // available. Claude Code reads this and decides whether to mention
-      // any of it based on the conversation vibe (e.g. user says
-      // "perfect, ship it" → skip; user says "can it look more
-      // impressive?" → call apply_motion_preset).
-      lines.push("");
-      lines.push("Optional upgrades (when you're ready):");
-      lines.push(`  • Tune motion: apply_motion_preset({ preset: "subtle" | "balanced" | "editorial" | "minimal" })`);
-      lines.push(`  • Apply your brand kit: apply_design_md({ design_md_content }) if you have a DESIGN.md`);
-      lines.push(`  • Import a Claude Design handoff: import_claude_design_handoff({ bundle })`);
-      lines.push(`  • Add real content: describe your services, pricing, FAQs in plain English`);
-      const summary = lines.join("\n");
+      // v1.55.0 — Ops-stack-only workspace creation. The summary is
+      // built by buildFinalizeSummary in ./finalize-summary.js; we
+      // pass the snapshot + duration + archetype here.
+      const aestheticArchetype = snapshot?.theme?.aestheticArchetype ?? null;
+      const summary = buildFinalizeSummary({
+        snapshot,
+        durationSec: 0, // smoke test reports actual duration via Vercel logs, not the summary text
+        aestheticArchetype,
+      });
 
       return {
         ok: emailSent || leadRecorded,
         summary,
-        workspace: {
-          id: workspaceId,
-          name: wsName,
-          slug,
-        },
+        workspace: { id: workspaceId, name: wsName, slug },
         website_url: publicUrls.home,
         booking_url: publicUrls.book,
         intake_url: publicUrls.intake,
         admin_url: adminUrl,
+        // NEW (2026-05-15): chatbot + tier surfacing
+        chatbot_agent_id: chatbot?.agent_id ?? null,
+        chatbot_embed_url: chatbot?.embed_url ?? null,
+        chatbot_embed_snippet: chatbot?.embed_snippet ?? null,
+        chatbot_status: chatbot?.status ?? null,
+        client_portal_url: tier?.client_portal_url ?? null,
+        client_portal_status: tier?.client_portal_status ?? null,
+        current_tier: tier?.current_tier ?? "free",
+        tier_features: tier?.tier_features ?? null,
+        // Existing email/lead fields
         email_sent: emailSent,
         email_error: emailError,
         lead_recorded: leadRecorded,
@@ -966,28 +941,52 @@ export const TOOLS = [
         lead_error: leadError,
         personality: personalityLabel,
         pipeline_stages: pipelineStages.map((s) => s?.name).filter(Boolean),
-        // v1.34.0 — Structured options Claude Code can reason about
-        // without parsing the human-facing summary string.
+        // v1.55.0 — Ops-stack-first next-step ladder. Surfaces the
+        // chatbot-paste workflow + the 7 ready automations + the
+        // landing-page nudge so Claude Code can pick from a tight
+        // curated list rather than improvise tool calls.
         next_steps_available: [
           {
-            action: "apply_motion_preset",
-            when: "operator says 'make it feel more premium', 'tone down animation', etc.",
-            example: 'apply_motion_preset({ preset: "editorial" })',
+            id: "deploy_chatbot_embed",
+            label: "Paste chatbot embed on client's existing site",
+            action: "user_action",
+            payload: {
+              snippet: chatbot?.embed_snippet ?? null,
+              target: snapshot?.workspace?.settings?.source_url ?? null,
+            },
+          },
+          {
+            id: "promote_chatbot_to_live",
+            label: "Promote chatbot from TEST to LIVE (when ready for production)",
+            action: "publish_agent",
+            payload: { agent_id: chatbot?.agent_id ?? null },
+          },
+          {
+            id: "activate_automation",
+            label: "Activate one of the 7 ready automations",
+            action: "open_dashboard",
+            payload: { url: snapshot?.ops_stack?.automations_url ?? null },
           },
           {
-            action: "apply_design_md",
-            when: "operator has a DESIGN.md file with their brand tokens",
-            example: "apply_design_md({ design_md_content: <file content> })",
+            id: "configure_integration",
+            label: "Configure Twilio / Resend / Stripe for SMS / email / payments",
+            action: "claude_assisted",
+            payload: { available_providers: ["twilio", "resend", "stripe"] },
           },
           {
-            action: "import_claude_design_handoff",
-            when: "operator just exported components from Claude Design",
-            example: "import_claude_design_handoff({ bundle: <bundle JSON> })",
+            id: "build_landing_page",
+            label: "Build a landing page (uses landing-page-creation skill)",
+            action: "claude_assisted",
+            payload: {
+              skill: "landing-page-creation",
+              archetype: snapshot?.theme?.aestheticArchetype ?? null,
+            },
           },
           {
-            action: "update_landing_content / configure_booking / customize_intake_form",
-            when: "operator wants to update specific page content, prices, services",
-            example: "(see get_workspace_state for the full surface map)",
+            id: "customize_chatbot_faq",
+            label: "Refine the chatbot's FAQ from source site content",
+            action: "claude_assisted",
+            payload: { agent_id: chatbot?.agent_id ?? null },
           },
         ],
       };