@servicialo/mcp-server 0.2.0 → 0.4.0

package/README.md

@@ -1,16 +1,28 @@
 # @servicialo/mcp-server
 
-MCP server for the [Servicialo](https://servicialo.com) protocol. Connects AI agents to professional services via the [Coordinalo](https://coordinalo.com) REST API.
+MCP server for the [Servicialo](https://servicialo.com) protocol. Connects AI agents to professional services via any Servicialo-compatible platform.
 
-## Quick Start
+20 tools organized by the 6 lifecycle phases of a service — not by database table.
+
+## Two Modes of Operation
+
+### Discovery Mode (no configuration)
 
 ```bash
 npx -y @servicialo/mcp-server
 ```
 
-### Claude Desktop Configuration
+No credentials needed. 4 public tools for discovering organizations, services, and availability.
+
+### Authenticated Mode
 
-Add to your `claude_desktop_config.json`:
+```bash
+SERVICIALO_API_KEY=your_key SERVICIALO_ORG_ID=your_org npx -y @servicialo/mcp-server
+```
+
+Requires `SERVICIALO_API_KEY` and `SERVICIALO_ORG_ID`. Enables all 20 tools across the full service lifecycle.
+
+### Claude Desktop Configuration
 
 ```json
 {
@@ -27,78 +39,144 @@ Add to your `claude_desktop_config.json`:
 }
 ```
 
-Get your API key and Organization ID from [digitalo.app](https://digitalo.app).
+Omit the `env` block entirely for discovery-only mode.
 
 ## Environment Variables
 
 | Variable | Required | Description |
 |---|---|---|
-| `SERVICIALO_API_KEY` | Yes | Bearer token for the Coordinalo API |
-| `SERVICIALO_ORG_ID` | Yes | Organization slug (e.g., `mamapro`) |
-| `SERVICIALO_BASE_URL` | No | API base URL (default: `https://coordinalo.com`) |
+| `SERVICIALO_API_KEY` | No | Bearer token — enables authenticated mode |
+| `SERVICIALO_ORG_ID` | No | Organization slug — enables authenticated mode |
+| `SERVICIALO_BASE_URL` | No | API base URL of the Servicialo-compatible platform |
+
+## Agent Flow (6 Lifecycle Phases)
 
-## Available Tools (19)
+```
+1. DESCUBRIR    → registry.*, check_availability, services.list
+2. ENTENDER     → service.get, contract.get
+3. COMPROMETER  → clients.get_or_create, scheduling.book, scheduling.confirm
+4. GESTIONAR    → lifecycle.get_state, lifecycle.transition, reschedule, cancel
+5. VERIFICAR    → delivery.checkin, delivery.checkout, delivery.record_evidence
+6. CERRAR       → documentation.create, payments.create_sale, record_payment, get_status
+```
 
-### Scheduling (5)
+A well-designed agent follows this order. Each phase has its tools. The standard guarantees any agent can complete the full cycle with any compatible implementation.
+
+## Phase 1 — Descubrimiento (4 public tools)
 
 | Tool | Description |
 |---|---|
-| `scheduling.check_availability` | Check available slots for a provider/service in a date range |
-| `scheduling.list_sessions` | List sessions filtered by date, provider, client, or status |
-| `scheduling.book` | Book a new session for a client with a provider |
-| `scheduling.reschedule` | Reschedule an existing session to a new datetime |
-| `scheduling.cancel` | Cancel a session |
+| `registry.search` | Search organizations by vertical and location |
+| `registry.get_organization` | Get public details of an organization |
+| `scheduling.check_availability` | Check available slots without authentication |
+| `services.list` | List the public service catalog |
 
-### Clients (4)
+## Phase 2 — Entender (2 tools)
 
 | Tool | Description |
 |---|---|
-| `clients.list` | List clients with search and pagination |
-| `clients.get` | Get client details including history and pending payments |
-| `clients.create` | Create a new client |
-| `clients.history` | Get client activity history: past sessions, payments |
+| `service.get` | Get the 9 dimensions of a service: what, who delivers, who receives, who requests, who pays, when, where, evidence, outcome |
+| `contract.get` | Get the pre-agreed service contract: required evidence, cancellation policy, no-show policy, dispute terms |
 
-### Payments (4)
+## Phase 3 — Comprometer (3 tools)
 
 | Tool | Description |
 |---|---|
-| `payments.list_sales` | List sales filtered by client, provider, service, or status |
-| `payments.create_sale` | Create a sale/charge for a client |
-| `payments.record_payment` | Record a payment received against a sale |
-| `payments.client_balance` | Get client account balance and session availability |
+| `clients.get_or_create` | Find a client by email/phone or create if new. Single call to resolve client identity before booking |
+| `scheduling.book` | Book a new session → state "Solicitado". Requires contract.get first |
+| `scheduling.confirm` | Confirm a booked session → state "Confirmado" |
 
-### Providers (3)
+## Phase 4 — Ciclo de Vida (4 tools)
 
 | Tool | Description |
 |---|---|
-| `providers.list` | List organization providers/professionals |
-| `providers.get` | Get provider details including services and commissions |
-| `providers.get_commission` | Get provider commission configuration |
+| `lifecycle.get_state` | Get current lifecycle state, available transitions, and transition history |
+| `lifecycle.transition` | Execute a state transition with evidence. Valid: requested→matched, matched→scheduled, scheduled→confirmed, confirmed→in_progress, in_progress→completed, completed→documented, documented→billed, billed→closed, any→cancelled |
+| `scheduling.reschedule` | Exception flow: reschedule to new datetime. Contract rescheduling policy may apply |
+| `scheduling.cancel` | Exception flow: cancel with contract cancellation policy applied |
 
-### Payroll (5)
+## Phase 5 — Verificar Entrega (3 tools)
 
 | Tool | Description |
 |---|---|
-| `payroll.calculate` | Calculate salary settlement for a provider in a period |
-| `payroll.history` | Query payroll settlement history |
-| `payroll.settlement_detail` | Get monthly settlement breakdown (earnings and deductions) |
-| `payroll.vacations` | Query vacation requests |
-| `payroll.request_vacation` | Create a vacation request for a provider |
+| `delivery.checkin` | Provider/client check-in with GPS + timestamp → state "En Curso" |
+| `delivery.checkout` | Check-out with GPS + timestamp → state "Completado". Duration auto-calculated |
+| `delivery.record_evidence` | Record delivery evidence per vertical: GPS, signature, photo, document, duration, notes |
 
-### Notifications (2)
+## Phase 6 — Cerrar (4 tools)
 
 | Tool | Description |
 |---|---|
-| `notifications.send_session_reminder` | Send a reminder notification for a session |
-| `notifications.send_payment_reminder` | Send a payment reminder for a pending sale |
+| `documentation.create` | Generate service record (clinical note, inspection report, class minutes, etc.) → state "Documentado" |
+| `payments.create_sale` | Create a sale/charge for the documented service → state "Facturado" |
+| `payments.record_payment` | Record payment received. When fully paid → state "Cerrado" |
+| `payments.get_status` | Get payment status for a sale or client account balance |
+
+## End-to-End Example
+
+```
+registry.search({ vertical: "kinesiologia", location: "santiago" })
+  → find org "clinica-kinesia"
+
+registry.get_organization({ org_slug: "clinica-kinesia" })
+  → list services, providers
+
+scheduling.check_availability({ org_slug: "clinica-kinesia", date_from: "2026-03-01", date_to: "2026-03-07" })
+  → available slots
+
+service.get({ service_id: "srv_123" })
+  → 9 dimensions: duration 45min, location presencial, etc.
+
+contract.get({ service_id: "srv_123", org_id: "org_456" })
+  → evidence: check_in + check_out + clinical_record
+  → cancellation: 0% if >24h, 50% if 2-24h, 100% if <2h
+  → dispute window: 48 hours
+
+clients.get_or_create({ email: "paciente@mail.com", name: "María", last_name: "López", actor: { type: "agent", id: "agent_1" } })
+  → client_id: "cli_789"
+
+scheduling.book({ service_id: "srv_123", provider_id: "prov_111", client_id: "cli_789", starts_at: "2026-03-03T10:00:00", actor: { type: "agent", id: "agent_1" } })
+  → session_id: "ses_001", state: "requested"
+
+scheduling.confirm({ session_id: "ses_001", actor: { type: "client", id: "cli_789" } })
+  → state: "confirmed"
 
-## API Modules
+delivery.checkin({ session_id: "ses_001", actor: { type: "provider", id: "prov_111" }, location: { lat: -33.45, lng: -70.66 } })
+  → state: "in_progress"
 
-The server connects to three Coordinalo platform modules:
+delivery.checkout({ session_id: "ses_001", actor: { type: "provider", id: "prov_111" }, location: { lat: -33.45, lng: -70.66 } })
+  → state: "completed", duration: 42min
 
-- **Coordinalo** — Scheduling and session management
-- **Relacionalo** — Client CRM and relationship management
-- **Planificalo** — Finance, payments, payroll, and provider management
+delivery.record_evidence({ session_id: "ses_001", evidence_type: "document", data: { type: "clinical_record", signed_by: ["prov_111", "cli_789"] }, actor: { type: "provider", id: "prov_111" } })
+  → evidence recorded
+
+documentation.create({ session_id: "ses_001", content: "Sesión de rehabilitación...", actor: { type: "provider", id: "prov_111" } })
+  → state: "documented"
+
+payments.create_sale({ client_id: "cli_789", service_id: "srv_123", provider_id: "prov_111", unit_price: 35000 })
+  → sale_id: "sale_001", state: "billed"
+
+payments.record_payment({ venta_id: "sale_001", amount: 35000, method: "transferencia" })
+  → state: "closed"
+```
+
+## Migration from v0.3
+
+| Removed Tool | Replacement |
+|---|---|
+| `scheduling.list_sessions` | `lifecycle.get_state` |
+| `clients.list` | `clients.get_or_create` |
+| `clients.get` | `clients.get_or_create` |
+| `clients.create` | `clients.get_or_create` |
+| `clients.history` | `lifecycle.get_state` |
+| `payments.list_sales` | `payments.get_status` |
+| `payments.client_balance` | `payments.get_status` |
+| `notifications.send_session_reminder` | `lifecycle.transition` |
+| `notifications.send_payment_reminder` | `lifecycle.transition` |
+| `providers.list` | Removed (not part of service lifecycle) |
+| `providers.get` | Removed (not part of service lifecycle) |
+| `providers.get_commission` | Removed (not part of service lifecycle) |
+| `payroll.*` (5 tools) | Removed (not part of service lifecycle) |
 
 ## Development
 

package/dist/client.d.ts

@@ -1,26 +1,40 @@
 /**
  * HTTP client for Coordinalo REST API.
- * Wraps native fetch with auth headers and base URL.
- * All paths are prefixed with /api/organizations/{orgSlug}.
+ *
+ * Supports two modes:
+ * - Public: calls to /api/v1/public/* without Authorization header
+ * - Authenticated: calls to /api/organizations/{orgSlug}/* with Bearer token
  */
 export interface ClientConfig {
     baseUrl: string;
-    apiKey: string;
-    orgId: string;
+    apiKey?: string;
+    orgId?: string;
 }
 export declare class CoordinaloClient {
     private baseUrl;
     private apiKey;
     private orgId;
     constructor(config: ClientConfig);
+    /** Whether the client has credentials for authenticated operations */
+    get isAuthenticated(): boolean;
     /** Base path for all org-scoped endpoints */
     private orgPath;
-    private headers;
+    private authHeaders;
+    private publicHeaders;
     /**
-     * Build full URL. If path starts with `/api/` it's used as-is (absolute).
+     * Build full URL for authenticated (org-scoped) requests.
+     * If path starts with `/api/` it's used as-is (absolute).
      * Otherwise it's appended to the org-scoped base path.
      */
     private buildUrl;
+    /**
+     * Build full URL for public requests.
+     * Path must be absolute (e.g., /api/v1/public/registry).
+     */
+    private buildPublicUrl;
+    readonly pub: {
+        get: (path: string, params?: Record<string, string | number | undefined>) => Promise<unknown>;
+    };
     get(path: string, params?: Record<string, string | number | undefined>): Promise<unknown>;
     post(path: string, body?: unknown): Promise<unknown>;
     put(path: string, body?: unknown): Promise<unknown>;

package/dist/client.d.ts.map

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package/dist/client.js

@@ -1,7 +1,9 @@
 /**
  * HTTP client for Coordinalo REST API.
- * Wraps native fetch with auth headers and base URL.
- * All paths are prefixed with /api/organizations/{orgSlug}.
+ *
+ * Supports two modes:
+ * - Public: calls to /api/v1/public/* without Authorization header
+ * - Authenticated: calls to /api/organizations/{orgSlug}/* with Bearer token
  */
 export class CoordinaloClient {
     baseUrl;
@@ -12,18 +14,35 @@ export class CoordinaloClient {
         this.apiKey = config.apiKey;
         this.orgId = config.orgId;
     }
+    /** Whether the client has credentials for authenticated operations */
+    get isAuthenticated() {
+        return !!this.apiKey && !!this.orgId;
+    }
+    // --- Private helpers ---
     /** Base path for all org-scoped endpoints */
     orgPath() {
+        if (!this.orgId) {
+            throw new Error('No SERVICIALO_ORG_ID configured — cannot call org-scoped endpoints.');
+        }
         return `/api/organizations/${this.orgId}`;
     }
-    headers() {
+    authHeaders() {
+        if (!this.apiKey) {
+            throw new Error('No SERVICIALO_API_KEY configured — cannot call authenticated endpoints.');
+        }
         return {
             'Authorization': `Bearer ${this.apiKey}`,
             'Content-Type': 'application/json',
         };
     }
+    publicHeaders() {
+        return {
+            'Content-Type': 'application/json',
+        };
+    }
     /**
-     * Build full URL. If path starts with `/api/` it's used as-is (absolute).
+     * Build full URL for authenticated (org-scoped) requests.
+     * If path starts with `/api/` it's used as-is (absolute).
      * Otherwise it's appended to the org-scoped base path.
      */
     buildUrl(path) {
@@ -32,6 +51,36 @@ export class CoordinaloClient {
         }
         return `${this.baseUrl}${this.orgPath()}${path}`;
     }
+    /**
+     * Build full URL for public requests.
+     * Path must be absolute (e.g., /api/v1/public/registry).
+     */
+    buildPublicUrl(path) {
+        return `${this.baseUrl}${path}`;
+    }
+    // --- Public API (no auth required) ---
+    pub = {
+        get: async (path, params) => {
+            const url = new URL(this.buildPublicUrl(path));
+            if (params) {
+                for (const [key, value] of Object.entries(params)) {
+                    if (value !== undefined) {
+                        url.searchParams.set(key, String(value));
+                    }
+                }
+            }
+            const res = await fetch(url.toString(), {
+                method: 'GET',
+                headers: this.publicHeaders(),
+            });
+            if (!res.ok) {
+                const body = await res.text();
+                throw new Error(`GET ${path} failed (${res.status}): ${body}`);
+            }
+            return res.json();
+        },
+    };
+    // --- Authenticated API ---
     async get(path, params) {
         const url = new URL(this.buildUrl(path));
         if (params) {
@@ -43,7 +92,7 @@ export class CoordinaloClient {
         }
         const res = await fetch(url.toString(), {
             method: 'GET',
-            headers: this.headers(),
+            headers: this.authHeaders(),
         });
         if (!res.ok) {
             const body = await res.text();
@@ -54,7 +103,7 @@ export class CoordinaloClient {
     async post(path, body) {
         const res = await fetch(this.buildUrl(path), {
             method: 'POST',
-            headers: this.headers(),
+            headers: this.authHeaders(),
             body: body !== undefined ? JSON.stringify(body) : undefined,
         });
         if (!res.ok) {
@@ -66,7 +115,7 @@ export class CoordinaloClient {
     async put(path, body) {
         const res = await fetch(this.buildUrl(path), {
             method: 'PUT',
-            headers: this.headers(),
+            headers: this.authHeaders(),
             body: body !== undefined ? JSON.stringify(body) : undefined,
         });
         if (!res.ok) {
@@ -78,7 +127,7 @@ export class CoordinaloClient {
     async patch(path, body) {
         const res = await fetch(this.buildUrl(path), {
             method: 'PATCH',
-            headers: this.headers(),
+            headers: this.authHeaders(),
             body: body !== undefined ? JSON.stringify(body) : undefined,
         });
         if (!res.ok) {
@@ -90,7 +139,7 @@ export class CoordinaloClient {
     async delete(path) {
         const res = await fetch(this.buildUrl(path), {
             method: 'DELETE',
-            headers: this.headers(),
+            headers: this.authHeaders(),
         });
         if (!res.ok) {
             const text = await res.text();

package/dist/client.js.map

@@ -1 +1 @@
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package/dist/index.js

@@ -2,69 +2,100 @@
 import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
 import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
 import { CoordinaloClient } from './client.js';
-import { schedulingTools } from './tools/scheduling.js';
-import { clientsTools } from './tools/clients.js';
-import { paymentsTools } from './tools/payments.js';
-import { notificationsTools } from './tools/notifications.js';
-import { providersTools } from './tools/providers.js';
-import { payrollTools } from './tools/payroll.js';
-// --- Validate env vars ---
-const API_KEY = process.env.SERVICIALO_API_KEY;
-const ORG_ID = process.env.SERVICIALO_ORG_ID;
+import { detectMode } from './mode.js';
+// --- Public tools ---
+import { registryTools } from './tools/public/registry.js';
+import { publicAvailabilityTools } from './tools/public/availability.js';
+import { publicServicesTools } from './tools/public/services.js';
+// --- Authenticated tools (Phases 2–6) ---
+import { entenderTools } from './tools/authenticated/entender.js';
+import { comprometerTools } from './tools/authenticated/comprometer.js';
+import { lifecycleTools } from './tools/authenticated/lifecycle.js';
+import { deliveryTools } from './tools/authenticated/delivery.js';
+import { cerrarTools } from './tools/authenticated/cerrar.js';
+// --- Detect mode ---
+const mode = detectMode();
 const BASE_URL = process.env.SERVICIALO_BASE_URL || 'https://coordinalo.com';
-if (!API_KEY) {
-    console.error('Error: SERVICIALO_API_KEY is required. Set it as an environment variable.');
-    process.exit(1);
+if (mode === 'authenticated') {
+    console.error(`Servicialo MCP — modo autenticado [org: ${process.env.SERVICIALO_ORG_ID}]`);
 }
-if (!ORG_ID) {
-    console.error('Error: SERVICIALO_ORG_ID is required. Set it as an environment variable.');
-    process.exit(1);
+else {
+    console.error('Servicialo MCP — modo discovery (sin credenciales)');
 }
 // --- Init client ---
 const apiClient = new CoordinaloClient({
     baseUrl: BASE_URL,
-    apiKey: API_KEY,
-    orgId: ORG_ID,
+    apiKey: process.env.SERVICIALO_API_KEY,
+    orgId: process.env.SERVICIALO_ORG_ID,
 });
 // --- Init MCP server ---
 const server = new McpServer({
     name: 'servicialo',
-    version: '0.2.0',
+    version: '0.4.0',
 });
-const allTools = {
-    ...schedulingTools,
-    ...clientsTools,
-    ...paymentsTools,
-    ...notificationsTools,
-    ...providersTools,
-    ...payrollTools,
+// --- Public tools (always registered) ---
+const publicTools = {
+    ...registryTools,
+    ...publicAvailabilityTools,
+    ...publicServicesTools,
+};
+// --- Authenticated tools (only in authenticated mode) ---
+const authenticatedTools = {
+    ...entenderTools,
+    ...comprometerTools,
+    ...lifecycleTools,
+    ...deliveryTools,
+    ...cerrarTools,
 };
-for (const [name, tool] of Object.entries(allTools)) {
-    server.tool(name, tool.description, tool.schema.shape, async (args) => {
-        try {
-            const result = await tool.handler(apiClient, args);
-            return {
-                content: [
-                    {
-                        type: 'text',
-                        text: JSON.stringify(result, null, 2),
-                    },
-                ],
-            };
-        }
-        catch (error) {
-            const message = error instanceof Error ? error.message : String(error);
-            return {
-                content: [
-                    {
-                        type: 'text',
-                        text: `Error: ${message}`,
-                    },
-                ],
-                isError: true,
-            };
-        }
-    });
+// --- Register tools ---
+function registerTools(tools) {
+    for (const [name, tool] of Object.entries(tools)) {
+        server.tool(name, tool.description, tool.schema.shape, async (args) => {
+            try {
+                const result = await tool.handler(apiClient, args);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: JSON.stringify(result, null, 2),
+                        },
+                    ],
+                };
+            }
+            catch (error) {
+                const message = error instanceof Error ? error.message : String(error);
+                return {
+                    content: [
+                        {
+                            type: 'text',
+                            text: `Error: ${message}`,
+                        },
+                    ],
+                    isError: true,
+                };
+            }
+        });
+    }
+}
+// Always register public tools
+registerTools(publicTools);
+if (mode === 'authenticated') {
+    // Register authenticated tools
+    registerTools(authenticatedTools);
+}
+else {
+    // Register stubs for authenticated tools that return a descriptive error
+    for (const [name, tool] of Object.entries(authenticatedTools)) {
+        server.tool(name, tool.description, tool.schema.shape, async () => ({
+            content: [
+                {
+                    type: 'text',
+                    text: 'Esta operación requiere autenticación. Configura SERVICIALO_API_KEY y SERVICIALO_ORG_ID para operar en nombre de una organización.',
+                },
+            ],
+            isError: true,
+        }));
+    }
 }
 // --- Connect via stdio ---
 async function main() {

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/mode.d.ts

@@ -0,0 +1,9 @@
+/**
+ * Detects the operating mode based on environment variables.
+ *
+ * - discovery: no credentials, only public tools available
+ * - authenticated: full credentials, all tools available
+ */
+export type Mode = 'discovery' | 'authenticated';
+export declare function detectMode(): Mode;
+//# sourceMappingURL=mode.d.ts.map

package/dist/mode.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"mode.d.ts","sourceRoot":"","sources":["../src/mode.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,MAAM,MAAM,IAAI,GAAG,WAAW,GAAG,eAAe,CAAC;AAEjD,wBAAgB,UAAU,IAAI,IAAI,CAajC"}

package/dist/mode.js

@@ -0,0 +1,18 @@
+/**
+ * Detects the operating mode based on environment variables.
+ *
+ * - discovery: no credentials, only public tools available
+ * - authenticated: full credentials, all tools available
+ */
+export function detectMode() {
+    const hasKey = !!process.env.SERVICIALO_API_KEY;
+    const hasOrg = !!process.env.SERVICIALO_ORG_ID;
+    if (hasKey && hasOrg)
+        return 'authenticated';
+    if (!hasKey && !hasOrg)
+        return 'discovery';
+    // Only one of the two is set — warn and fall back to discovery
+    console.error('WARN: Se requieren ambas variables (SERVICIALO_API_KEY y SERVICIALO_ORG_ID) para modo autenticado. Operando en modo discovery.');
+    return 'discovery';
+}
+//# sourceMappingURL=mode.js.map

package/dist/mode.js.map

@@ -0,0 +1 @@
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