@servicialo/mcp-server 0.3.0 → 0.4.0

package/README.md

@@ -2,6 +2,8 @@
 
 MCP server for the [Servicialo](https://servicialo.com) protocol. Connects AI agents to professional services via any Servicialo-compatible platform.
 
+20 tools organized by the 6 lifecycle phases of a service — not by database table.
+
 ## Two Modes of Operation
 
 ### Discovery Mode (no configuration)
@@ -10,9 +12,7 @@ MCP server for the [Servicialo](https://servicialo.com) protocol. Connects AI ag
 npx -y @servicialo/mcp-server
 ```
 
-No credentials needed. The server exposes 4 public tools for discovering organizations, services, and availability across any Servicialo-compatible platform.
-
-Useful for: agents that help users find and evaluate professional services.
+No credentials needed. 4 public tools for discovering organizations, services, and availability.
 
 ### Authenticated Mode
 
@@ -20,9 +20,7 @@ Useful for: agents that help users find and evaluate professional services.
 SERVICIALO_API_KEY=your_key SERVICIALO_ORG_ID=your_org npx -y @servicialo/mcp-server
 ```
 
-Requires `SERVICIALO_API_KEY` and `SERVICIALO_ORG_ID` obtained from the Servicialo-compatible platform your organization uses (e.g., [Coordinalo](https://coordinalo.com)).
-
-Enables: scheduling, client management, payments, providers, payroll, and notifications — all 23 tools.
+Requires `SERVICIALO_API_KEY` and `SERVICIALO_ORG_ID`. Enables all 20 tools across the full service lifecycle.
 
 ### Claude Desktop Configuration
 
@@ -49,78 +47,136 @@ Omit the `env` block entirely for discovery-only mode.
 |---|---|---|
 | `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 (default: `https://coordinalo.com`) |
+| `SERVICIALO_BASE_URL` | No | API base URL of the Servicialo-compatible platform |
 
-## Public Tools (4) — Always Available
+## Agent Flow (6 Lifecycle Phases)
 
-| Tool | Description |
-|---|---|
-| `registry.search` | Search Servicialo-compatible organizations by vertical and location |
-| `registry.get_organization` | Get public details of an organization (services, providers, booking) |
-| `scheduling.check_availability` | Check available slots without authentication |
-| `services.list` | List the public service catalog of an organization |
+```
+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
+```
 
-## Authenticated Tools (19) — Require Credentials
+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.
 
-### Scheduling (4)
+## Phase 1 — Descubrimiento (4 public tools)
 
 | Tool | Description |
 |---|---|
-| `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
 
-## API Modules
+scheduling.check_availability({ org_slug: "clinica-kinesia", date_from: "2026-03-01", date_to: "2026-03-07" })
+  → available slots
 
-The server connects to three platform modules:
+service.get({ service_id: "srv_123" })
+  → 9 dimensions: duration 45min, location presencial, etc.
 
-- **Coordinalo** — Scheduling and session management
-- **Relacionalo** — Client CRM and relationship management
-- **Planificalo** — Finance, payments, payroll, and provider management
+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"
+
+delivery.checkin({ session_id: "ses_001", actor: { type: "provider", id: "prov_111" }, location: { lat: -33.45, lng: -70.66 } })
+  → state: "in_progress"
+
+delivery.checkout({ session_id: "ses_001", actor: { type: "provider", id: "prov_111" }, location: { lat: -33.45, lng: -70.66 } })
+  → state: "completed", duration: 42min
+
+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/index.js

@@ -7,13 +7,12 @@ import { detectMode } from './mode.js';
 import { registryTools } from './tools/public/registry.js';
 import { publicAvailabilityTools } from './tools/public/availability.js';
 import { publicServicesTools } from './tools/public/services.js';
-// --- Authenticated tools ---
-import { schedulingTools } from './tools/authenticated/scheduling.js';
-import { clientsTools } from './tools/authenticated/clients.js';
-import { paymentsTools } from './tools/authenticated/payments.js';
-import { notificationsTools } from './tools/authenticated/notifications.js';
-import { providersTools } from './tools/authenticated/providers.js';
-import { payrollTools } from './tools/authenticated/payroll.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';
@@ -32,7 +31,7 @@ const apiClient = new CoordinaloClient({
 // --- Init MCP server ---
 const server = new McpServer({
     name: 'servicialo',
-    version: '0.3.0',
+    version: '0.4.0',
 });
 // --- Public tools (always registered) ---
 const publicTools = {
@@ -42,12 +41,11 @@ const publicTools = {
 };
 // --- Authenticated tools (only in authenticated mode) ---
 const authenticatedTools = {
-    ...schedulingTools,
-    ...clientsTools,
-    ...paymentsTools,
-    ...notificationsTools,
-    ...providersTools,
-    ...payrollTools,
+    ...entenderTools,
+    ...comprometerTools,
+    ...lifecycleTools,
+    ...deliveryTools,
+    ...cerrarTools,
 };
 // --- Register tools ---
 function registerTools(tools) {

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package/dist/tools/authenticated/{clients.d.ts → cerrar.d.ts}

@@ -1,75 +1,13 @@
 import { z } from 'zod';
 import type { CoordinaloClient } from '../../client.js';
-declare const ActorSchema: z.ZodObject<{
-    type: z.ZodEnum<["client", "provider", "organization", "agent"]>;
-    id: z.ZodString;
-    on_behalf_of: z.ZodOptional<z.ZodObject<{
-        type: z.ZodString;
-        id: z.ZodString;
-    }, "strip", z.ZodTypeAny, {
-        type: string;
-        id: string;
-    }, {
-        type: string;
-        id: string;
-    }>>;
-}, "strip", z.ZodTypeAny, {
-    type: "client" | "provider" | "organization" | "agent";
-    id: string;
-    on_behalf_of?: {
-        type: string;
-        id: string;
-    } | undefined;
-}, {
-    type: "client" | "provider" | "organization" | "agent";
-    id: string;
-    on_behalf_of?: {
-        type: string;
-        id: string;
-    } | undefined;
-}>;
-export declare const clientsTools: {
-    'clients.list': {
+import { ActorSchema } from '../schemas.js';
+export declare const cerrarTools: {
+    'documentation.create': {
         description: string;
         schema: z.ZodObject<{
-            search: z.ZodOptional<z.ZodString>;
-            limit: z.ZodDefault<z.ZodNumber>;
-            page: z.ZodDefault<z.ZodNumber>;
-        }, "strip", z.ZodTypeAny, {
-            limit: number;
-            page: number;
-            search?: string | undefined;
-        }, {
-            limit?: number | undefined;
-            page?: number | undefined;
-            search?: string | undefined;
-        }>;
-        handler: (client: CoordinaloClient, args: {
-            search?: string;
-            limit?: number;
-            page?: number;
-        }) => Promise<unknown>;
-    };
-    'clients.get': {
-        description: string;
-        schema: z.ZodObject<{
-            client_id: z.ZodString;
-        }, "strip", z.ZodTypeAny, {
-            client_id: string;
-        }, {
-            client_id: string;
-        }>;
-        handler: (client: CoordinaloClient, args: {
-            client_id: string;
-        }) => Promise<unknown>;
-    };
-    'clients.create': {
-        description: string;
-        schema: z.ZodObject<{
-            name: z.ZodString;
-            last_name: z.ZodString;
-            email: z.ZodOptional<z.ZodString>;
-            phone: z.ZodOptional<z.ZodString>;
+            session_id: z.ZodString;
+            content: z.ZodString;
+            template_id: z.ZodOptional<z.ZodString>;
             actor: z.ZodObject<{
                 type: z.ZodEnum<["client", "provider", "organization", "agent"]>;
                 id: z.ZodString;
@@ -107,10 +45,9 @@ export declare const clientsTools: {
                     id: string;
                 } | undefined;
             };
-            name: string;
-            last_name: string;
-            email?: string | undefined;
-            phone?: string | undefined;
+            session_id: string;
+            content: string;
+            template_id?: string | undefined;
         }, {
             actor: {
                 type: "client" | "provider" | "organization" | "agent";
@@ -120,32 +57,87 @@ export declare const clientsTools: {
                     id: string;
                 } | undefined;
             };
-            name: string;
-            last_name: string;
-            email?: string | undefined;
-            phone?: string | undefined;
+            session_id: string;
+            content: string;
+            template_id?: string | undefined;
         }>;
         handler: (client: CoordinaloClient, args: {
-            name: string;
-            last_name: string;
-            email?: string;
-            phone?: string;
+            session_id: string;
+            content: string;
+            template_id?: string;
             actor: z.infer<typeof ActorSchema>;
         }) => Promise<unknown>;
     };
-    'clients.history': {
+    'payments.create_sale': {
         description: string;
         schema: z.ZodObject<{
             client_id: z.ZodString;
+            service_id: z.ZodString;
+            provider_id: z.ZodString;
+            quantity: z.ZodDefault<z.ZodNumber>;
+            unit_price: z.ZodNumber;
         }, "strip", z.ZodTypeAny, {
+            service_id: string;
+            provider_id: string;
             client_id: string;
+            quantity: number;
+            unit_price: number;
         }, {
+            service_id: string;
+            provider_id: string;
             client_id: string;
+            unit_price: number;
+            quantity?: number | undefined;
         }>;
         handler: (client: CoordinaloClient, args: {
             client_id: string;
+            service_id: string;
+            provider_id: string;
+            quantity?: number;
+            unit_price: number;
+        }) => Promise<unknown>;
+    };
+    'payments.record_payment': {
+        description: string;
+        schema: z.ZodObject<{
+            venta_id: z.ZodString;
+            amount: z.ZodNumber;
+            method: z.ZodEnum<["efectivo", "transferencia", "mercadopago", "tarjeta"]>;
+            reference: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            method: "efectivo" | "transferencia" | "mercadopago" | "tarjeta";
+            venta_id: string;
+            amount: number;
+            reference?: string | undefined;
+        }, {
+            method: "efectivo" | "transferencia" | "mercadopago" | "tarjeta";
+            venta_id: string;
+            amount: number;
+            reference?: string | undefined;
+        }>;
+        handler: (client: CoordinaloClient, args: {
+            venta_id: string;
+            amount: number;
+            method: string;
+            reference?: string;
+        }) => Promise<unknown>;
+    };
+    'payments.get_status': {
+        description: string;
+        schema: z.ZodObject<{
+            sale_id: z.ZodOptional<z.ZodString>;
+            client_id: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            client_id?: string | undefined;
+            sale_id?: string | undefined;
+        }, {
+            client_id?: string | undefined;
+            sale_id?: string | undefined;
+        }>;
+        handler: (client: CoordinaloClient, args: {
+            sale_id?: string;
+            client_id?: string;
         }) => Promise<unknown>;
     };
 };
-export {};
-//# sourceMappingURL=clients.d.ts.map
+//# sourceMappingURL=cerrar.d.ts.map

package/dist/tools/authenticated/cerrar.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/authenticated/cerrar.js

@@ -0,0 +1,73 @@
+import { z } from 'zod';
+import { ActorSchema } from '../schemas.js';
+export const cerrarTools = {
+    'documentation.create': {
+        description: '[Fase 6 — Cerrar] Genera el registro/documentación del servicio entregado (nota clínica, reporte de inspección, acta de clase, etc.). Mueve la sesión a "Documentado".',
+        schema: z.object({
+            session_id: z.string().describe('ID de la sesión'),
+            content: z.string().describe('Contenido del registro/documentación'),
+            template_id: z.string().optional().describe('ID de plantilla de documentación (si aplica)'),
+            actor: ActorSchema.describe('Quién genera la documentación (típicamente el proveedor)'),
+        }),
+        handler: async (client, args) => {
+            return client.post(`/coordinalo/sessions/${args.session_id}/documentation`, {
+                content: args.content,
+                templateId: args.template_id,
+                actor: args.actor,
+            });
+        },
+    },
+    'payments.create_sale': {
+        description: '[Fase 6 — Cerrar] Crea una venta (cargo) asociada a un servicio documentado. Mueve la sesión a "Facturado". Debe llamarse después de documentation.create.',
+        schema: z.object({
+            client_id: z.string().describe('ID del cliente'),
+            service_id: z.string().describe('ID del servicio'),
+            provider_id: z.string().describe('ID del proveedor'),
+            quantity: z.number().default(1).describe('Cantidad de sesiones'),
+            unit_price: z.number().describe('Precio unitario'),
+        }),
+        handler: async (client, args) => {
+            return client.post('/planificalo/sales', {
+                clientId: args.client_id,
+                serviceId: args.service_id,
+                providerId: args.provider_id,
+                quantity: args.quantity ?? 1,
+                unitPrice: args.unit_price,
+            });
+        },
+    },
+    'payments.record_payment': {
+        description: '[Fase 6 — Cerrar] Registra un cobro (pago recibido) contra una venta existente. Cuando el pago cubre el total, mueve la sesión a "Cerrado".',
+        schema: z.object({
+            venta_id: z.string().describe('ID de la venta'),
+            amount: z.number().describe('Monto cobrado'),
+            method: z.enum(['efectivo', 'transferencia', 'mercadopago', 'tarjeta']).describe('Método de pago'),
+            reference: z.string().optional().describe('Referencia o número de transacción'),
+        }),
+        handler: async (client, args) => {
+            return client.post('/planificalo/payments', {
+                ventaId: args.venta_id,
+                amount: args.amount,
+                paymentMethod: args.method,
+                reference: args.reference,
+            });
+        },
+    },
+    'payments.get_status': {
+        description: '[Fase 6 — Cerrar] Consulta el estado de pago de una venta específica o el estado de cuenta de un cliente. Provee sale_id para una venta o client_id para el estado de cuenta completo.',
+        schema: z.object({
+            sale_id: z.string().optional().describe('ID de la venta (para consultar una venta específica)'),
+            client_id: z.string().optional().describe('ID del cliente (para consultar estado de cuenta)'),
+        }),
+        handler: async (client, args) => {
+            if (args.sale_id) {
+                return client.get(`/planificalo/sales/${args.sale_id}`);
+            }
+            if (args.client_id) {
+                return client.get(`/planificalo/clients/${args.client_id}/account-history`);
+            }
+            throw new Error('Debe proveer sale_id o client_id');
+        },
+    },
+};
+//# sourceMappingURL=cerrar.js.map

package/dist/tools/authenticated/cerrar.js.map

@@ -0,0 +1 @@
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