@sodiumhq/mcp-pm 0.1.0-beta.4241 → 0.1.0-beta.4424

package/README.md

@@ -161,7 +161,7 @@ Only enable write mode with an AI client you trust — it hands the client the a
 - **`add_task_note`** — capture a note against a specific task. Attributed to your API user, timestamped to now.
 - **`add_client_note`** — capture a note against a client record. Same shape as `add_task_note` but scoped to the client.
 - **`update_client_custom_fields`** — set or clear custom field values on a client. Accepts a map of field codes to values, validates against the field's data type (Text, Number, Date, Boolean, Select, MultiSelect). Pass null to clear a field. Field codes are discoverable via `get_client_summary`.
-- **`update_contact`** — update a contact's details: name, email, phone, mobile, date of birth, UTR, NI number, address. Requires the contact code (discoverable via `list_contacts`).
+- **`update_contact`** — update a contact's details: name, preferred name (used in email greetings), email, phone, mobile, date of birth, UTR, NI number, address. Requires the contact code (discoverable via `list_contacts`).
 
 More tools land iteratively as the beta progresses.
 

package/dist/index.js

@@ -4771,6 +4771,7 @@ const CreateContactInputSchema = {
 	lastName: z.string().min(1, "Last name is required").describe("The contact's last name (required)."),
 	title: z.string().nullable().optional().describe("Title (e.g. Mr, Mrs, Dr)."),
 	firstName: z.string().nullable().optional().describe("First name."),
+	preferredName: z.string().nullable().optional().describe("The name the contact goes by when it differs from their first name (e.g. Matt for Matthias). Email templates greet with it via the PreferredName token, falling back to the first name."),
 	middleName: z.string().nullable().optional().describe("Middle name."),
 	email: z.string().nullable().optional().describe("Email address."),
 	phone: z.string().nullable().optional().describe("Landline phone number."),
@@ -4854,6 +4855,7 @@ async function handleGetContact(api, args) {
 			c.lastName
 		].filter(Boolean).join(" ") || "(no name)";
 		lines.push(`Contact: ${name} (${c.code ?? args.contactCode})`);
+		if (c.preferredName) lines.push(`Preferred name: ${c.preferredName}`);
 		if (c.email) lines.push(`Email: ${c.email}`);
 		if (c.phone) lines.push(`Phone: ${c.phone}`);
 		if (c.mobile) lines.push(`Mobile: ${c.mobile}`);
@@ -5399,6 +5401,7 @@ const UpdateContactInputSchema = {
 	lastName: z.string().min(1).describe("The contact's last name (required by the API even if unchanged)."),
 	title: z.string().nullable().optional().describe("Title (e.g. Mr, Mrs, Dr). Pass null to clear."),
 	firstName: z.string().nullable().optional().describe("First name. Pass null to clear."),
+	preferredName: z.string().nullable().optional().describe("The name the contact goes by when it differs from their first name (e.g. Matt for Matthias). Email templates greet with it via the PreferredName token, falling back to the first name. Pass null to clear."),
 	middleName: z.string().nullable().optional().describe("Middle name. Pass null to clear."),
 	email: z.string().nullable().optional().describe("Email address. Pass null to clear."),
 	phone: z.string().nullable().optional().describe("Landline phone number. Pass null to clear."),
@@ -5410,7 +5413,28 @@ const UpdateContactInputSchema = {
 };
 async function handleUpdateContact(api, args) {
 	try {
-		const { contactCode, ...body } = args;
+		const { contactCode, ...updates } = args;
+		const existing = await api.getContact(contactCode);
+		const body = {
+			title: existing.title ?? null,
+			firstName: existing.firstName ?? null,
+			preferredName: existing.preferredName ?? null,
+			middleName: existing.middleName ?? null,
+			lastName: existing.lastName ?? "",
+			email: existing.email ?? null,
+			phone: existing.phone ?? null,
+			mobile: existing.mobile ?? null,
+			dateOfBirth: existing.dateOfBirth ?? null,
+			utr: existing.utr ?? null,
+			niNumber: existing.niNumber ?? null,
+			personalCode: existing.personalCode ?? null,
+			address: existing.address ?? null,
+			nationality: existing.nationality,
+			maritalStatus: existing.maritalStatus,
+			isDeceased: existing.isDeceased ?? false,
+			deceasedDate: existing.deceasedDate ?? null
+		};
+		for (const [key, value] of Object.entries(updates)) if (value !== void 0) body[key] = value;
 		const updated = await api.updateContact(contactCode, body);
 		const lines = [`Updated contact: ${[updated.firstName, updated.lastName].filter(Boolean).join(" ") || "(no name)"} (${updated.code ?? contactCode})`];
 		if (updated.email) lines.push(`Email: ${updated.email}`);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.4241",
+  "version": "0.1.0-beta.4424",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {