@trustpager/mcp-server 1.0.0 → 1.1.1

package/dist/tools/deals.js

@@ -2,19 +2,19 @@ import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '
 export const dealTools = [
     {
         name: 'search_deals',
-        description: 'Search deals/opportunities by name. Returns deals with their pipeline placements showing which pipeline and stage each deal is in.',
+        description: 'Search deals — find an opportunity, deal, or sale by name. Returns pipeline and stage info. Leave query empty to browse all.',
         inputSchema: {
             type: 'object',
             properties: {
-                query: { type: 'string', description: 'Search text (matches deal name)' },
+                query: { type: 'string', description: 'Search text (matches deal name). Leave empty to browse all.' },
                 limit: { type: 'number', description: 'Max results (default 25, max 100)' },
             },
-            required: ['query'],
+            required: [],
         },
     },
     {
         name: 'list_deals',
-        description: 'List deals with optional filters. Returns paginated results with cursor navigation.',
+        description: 'List all deals — browse, view, show, or get all deals and opportunities with filters, sorting, and status. Use this to see all deals, get a deal list, filter by pipeline, or check deal status.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -35,7 +35,7 @@ export const dealTools = [
     },
     {
         name: 'get_deal',
-        description: 'Get a single deal by ID with full details.',
+        description: 'Get a single deal/opportunity by ID with full details including name, status, pipeline, stage, value, probability, contacts, products, and custom fields. Supports expanding related objects.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -47,7 +47,7 @@ export const dealTools = [
     },
     {
         name: 'create_deal',
-        description: 'Create a new deal/opportunity in the CRM.',
+        description: 'Create a new deal/opportunity in the CRM. Set name, contact, customer, currency, probability, expected close date, lead source, notes, and tags. Use move_deal to place it in a pipeline stage.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -66,7 +66,7 @@ export const dealTools = [
     },
     {
         name: 'update_deal',
-        description: 'Update an existing deal. Only include fields you want to change.',
+        description: 'Update an existing deal/opportunity. Only include fields you want to change. Can modify name, contact, customer, currency, probability, expected close date, lead source, notes, and tags.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -86,7 +86,7 @@ export const dealTools = [
     },
     {
         name: 'delete_deal',
-        description: 'Permanently delete a deal.',
+        description: 'Permanently delete a deal/opportunity and all linked data (products, activities, tasks). This action cannot be undone.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string', description: 'Deal UUID' } },
@@ -108,7 +108,7 @@ export const dealTools = [
     },
     {
         name: 'add_deal_product',
-        description: 'Add a product/line item to a deal.',
+        description: 'Add a product/line item to a deal with quantity, optional price override, discount, and deposit. This updates the deal total value.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -124,7 +124,7 @@ export const dealTools = [
     },
     {
         name: 'remove_deal_product',
-        description: 'Remove a product/line item from a deal.',
+        description: 'Remove a product/line item from a deal. This updates the deal total value.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -136,7 +136,7 @@ export const dealTools = [
     },
     {
         name: 'assign_deal_user',
-        description: 'Assign a user to a deal.',
+        description: 'Assign a team member to a deal — add a user as a deal owner or collaborator.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -148,7 +148,7 @@ export const dealTools = [
     },
     {
         name: 'unassign_deal_user',
-        description: 'Remove a user assignment from a deal.',
+        description: 'Remove a team member assignment from a deal. Does not delete the user.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -160,7 +160,7 @@ export const dealTools = [
     },
     {
         name: 'get_deal_activities',
-        description: 'Get the activity history for a deal (status changes, notes, emails, etc.).',
+        description: 'Get the full activity history for a deal — view all status changes, notes, calls, emails, meetings, and interactions logged against this deal.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -171,7 +171,69 @@ export const dealTools = [
     },
     {
         name: 'get_deal_tasks',
-        description: 'Get tasks associated with a deal.',
+        description: 'Get all tasks and to-do items associated with a deal — see pending, completed, and overdue tasks.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Deal UUID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'add_deal_contact',
+        description: 'Add an additional contact (person) to a deal — link another stakeholder or decision maker.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Deal UUID' },
+                contact_id: { type: 'string', description: 'Contact UUID to add' },
+            },
+            required: ['id', 'contact_id'],
+        },
+    },
+    {
+        name: 'remove_deal_contact',
+        description: 'Remove a contact (person) from a deal. Does not delete the contact.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Deal UUID' },
+                contact_id: { type: 'string', description: 'Contact UUID to remove' },
+            },
+            required: ['id', 'contact_id'],
+        },
+    },
+    {
+        name: 'update_deal_product',
+        description: 'Update a product on a deal (quantity, price, discount, deposit).',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Deal UUID' },
+                deal_product_id: { type: 'string', description: 'Deal-product link UUID' },
+                quantity: { type: 'number', description: 'New quantity' },
+                unit_price: { type: 'number', description: 'New unit price' },
+                discount_percent: { type: 'number', description: 'New discount percentage (0-100)' },
+                deposit_percent: { type: 'number', description: 'New deposit percentage (0-100)' },
+            },
+            required: ['id', 'deal_product_id'],
+        },
+    },
+    {
+        name: 'get_deal_work_orders',
+        description: 'Get all work orders linked to a deal — view manufacturing orders, production tasks, or service jobs for deal products.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Deal UUID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'get_deal_products',
+        description: 'Get all products/line items on a deal with pricing — view quantities, unit prices, discounts, deposits, and line totals.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -184,6 +246,10 @@ export const dealTools = [
 export async function handleDealTool(name, args) {
     switch (name) {
         case 'search_deals': {
+            if (!args.query) {
+                const res = await apiRequest('GET', `/deals${buildQuery({ limit: args.limit || 25 })}`);
+                return formatResponse(res);
+            }
             const res = await apiRequest('POST', '/deals/search', { query: args.query, limit: args.limit || 25 }, generateIdempotencyKey());
             return formatResponse(res);
         }
@@ -257,6 +323,27 @@ export async function handleDealTool(name, args) {
             const res = await apiRequest('GET', `/deals/${args.id}/tasks`);
             return formatResponse(res);
         }
+        case 'add_deal_contact': {
+            const res = await apiRequest('POST', `/deals/${args.id}/contacts/${args.contact_id}`, undefined, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        case 'remove_deal_contact': {
+            const res = await apiRequest('DELETE', `/deals/${args.id}/contacts/${args.contact_id}`);
+            return formatResponse(res);
+        }
+        case 'update_deal_product': {
+            const { id, deal_product_id, ...body } = args;
+            const res = await apiRequest('PATCH', `/deals/${id}/products/${deal_product_id}`, body);
+            return formatResponse(res);
+        }
+        case 'get_deal_work_orders': {
+            const res = await apiRequest('GET', `/deals/${args.id}/work-orders`);
+            return formatResponse(res);
+        }
+        case 'get_deal_products': {
+            const res = await apiRequest('GET', `/deals/${args.id}/products`);
+            return formatResponse(res);
+        }
         default:
             return { text: `Unknown deal tool: ${name}`, isError: true };
     }

package/dist/tools/deals.js.map

@@ -1 +1 @@
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package/dist/tools/documents.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"documents.d.ts","sourceRoot":"","sources":["../../src/tools/documents.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAG1D,eAAO,MAAM,aAAa,EAAE,IAAI,EAoI/B,CAAC;AAEF,wBAAsB,kBAAkB,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;;;GAqCnF"}
+{"version":3,"file":"documents.d.ts","sourceRoot":"","sources":["../../src/tools/documents.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAG1D,eAAO,MAAM,aAAa,EAAE,IAAI,EA6L/B,CAAC;AAEF,wBAAsB,kBAAkB,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;;;GAiDnF"}

package/dist/tools/documents.js

@@ -2,7 +2,7 @@ import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '
 export const documentTools = [
     {
         name: 'list_document_templates',
-        description: 'List all document templates.',
+        description: 'List all document templates — browse, view, or get all documents, proposals, contracts, quotes, and invoices. Use this to see available document templates or find a specific template.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -13,7 +13,7 @@ export const documentTools = [
     },
     {
         name: 'get_document_template',
-        description: 'Get a document template by ID with its sections inline.',
+        description: 'Get a single document template by ID with full details including all sections inline, page settings, brand colors, and typography.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -24,7 +24,7 @@ export const documentTools = [
     },
     {
         name: 'create_document_template',
-        description: 'Create a new document template.',
+        description: 'Create a new document template for proposals, contracts, quotes, or invoices. Supports categories, page size (A4/Letter), margins, brand colors, and typography.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -38,9 +38,39 @@ export const documentTools = [
             required: ['name'],
         },
     },
+    {
+        name: 'update_document_template',
+        description: 'Update a document template. Only include fields you want to change. Can modify name, description, category, page size, margins, brand colors, typography, and archive status.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Document template UUID' },
+                name: { type: 'string', description: 'Template name' },
+                description: { type: 'string', description: 'Template description' },
+                category: { type: 'string', description: 'Template category' },
+                page_size: { type: 'string', enum: ['A4', 'Letter'], description: 'Page size' },
+                page_margins: { type: 'object', description: 'Page margin config (JSON)' },
+                brand_colors: { type: 'object', description: 'Brand color palette (JSON)' },
+                brand_typography: { type: 'object', description: 'Brand typography settings (JSON)' },
+                is_archived: { type: 'boolean', description: 'Archive/unarchive the template' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'get_signing_envelope',
+        description: 'Get a single signing envelope by ID with full details including recipient statuses, signature timestamps, and document link. Use this to check e-signature progress.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Signing envelope UUID' },
+            },
+            required: ['id'],
+        },
+    },
     {
         name: 'add_document_section',
-        description: 'Add a section to a document template.',
+        description: 'Add a section to a document template. Section types include TextSection, ProductTableSection, SignatureBlockSection, ImageSection, and more.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -58,7 +88,7 @@ export const documentTools = [
     },
     {
         name: 'update_document_section',
-        description: 'Update a section on a document template. Only include fields you want to change.',
+        description: 'Update a section on a document template. Only include fields you want to change. Can modify type, content, styling, and display order.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -74,7 +104,7 @@ export const documentTools = [
     },
     {
         name: 'delete_document_section',
-        description: 'Delete a section from a document template.',
+        description: 'Remove a section from a document template. This action cannot be undone.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -86,16 +116,43 @@ export const documentTools = [
     },
     {
         name: 'delete_document_template',
-        description: 'Permanently delete a document template.',
+        description: 'Permanently delete a document template and all its sections. This action cannot be undone.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string', description: 'Document template UUID' } },
             required: ['id'],
         },
     },
+    {
+        name: 'duplicate_document_template',
+        description: 'Duplicate a document template — create a copy of an existing template with all its sections.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Document template UUID to duplicate' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'reorder_document_sections',
+        description: 'Reorder sections within a document template — set the display order of all sections by providing an ordered array of section IDs.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                templateId: { type: 'string', description: 'Document template UUID' },
+                section_ids: {
+                    type: 'array',
+                    items: { type: 'string' },
+                    description: 'Ordered array of section UUIDs — the new display order',
+                },
+            },
+            required: ['templateId', 'section_ids'],
+        },
+    },
     {
         name: 'send_for_signing',
-        description: 'Send a document for e-signature. Costs 5 credits.',
+        description: 'Send a document for e-signature — create a signing envelope and email signers. Costs 5 credits. Supports multiple signers with roles and signing order.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -122,7 +179,7 @@ export const documentTools = [
     },
     {
         name: 'list_signing_envelopes',
-        description: 'List signing envelopes (sent documents awaiting or completed signatures).',
+        description: 'List all signing envelopes — browse e-signatures, signed documents, pending signatures, and completed contracts. Use this to see signature status or find sent documents.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -145,6 +202,12 @@ export async function handleDocumentTool(name, args) {
             const { id: _, ...body } = args;
             return formatResponse(await apiRequest('POST', '/document-templates', body, generateIdempotencyKey()));
         }
+        case 'update_document_template': {
+            const { id, ...body } = args;
+            return formatResponse(await apiRequest('PATCH', `/document-templates/${id}`, body));
+        }
+        case 'get_signing_envelope':
+            return formatResponse(await apiRequest('GET', `/signing/envelopes/${args.id}`));
         case 'add_document_section': {
             const { templateId, ...body } = args;
             return formatResponse(await apiRequest('POST', `/document-templates/${templateId}/sections`, body, generateIdempotencyKey()));
@@ -166,6 +229,12 @@ export async function handleDocumentTool(name, args) {
             const query = buildQuery({ limit: limit, after: after });
             return formatResponse(await apiRequest('GET', `/signing/envelopes${query}`));
         }
+        case 'duplicate_document_template':
+            return formatResponse(await apiRequest('POST', `/document-templates/${args.id}/duplicate`, undefined, generateIdempotencyKey()));
+        case 'reorder_document_sections': {
+            const { templateId, section_ids } = args;
+            return formatResponse(await apiRequest('POST', `/document-templates/${templateId}/sections/reorder`, { section_ids }));
+        }
         default:
             return { text: `Unknown document tool: ${name}`, isError: true };
     }

package/dist/tools/documents.js.map

@@ -1 +1 @@
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package/dist/tools/event-queues.d.ts

@@ -0,0 +1,7 @@
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+export declare const eventQueueTools: Tool[];
+export declare function handleEventQueueTool(name: string, args: Record<string, unknown>): Promise<{
+    text: string;
+    isError: boolean;
+}>;
+//# sourceMappingURL=event-queues.d.ts.map

package/dist/tools/event-queues.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"event-queues.d.ts","sourceRoot":"","sources":["../../src/tools/event-queues.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAG1D,eAAO,MAAM,eAAe,EAAE,IAAI,EA2GjC,CAAC;AAEF,wBAAsB,oBAAoB,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;;;GA+BrF"}

package/dist/tools/event-queues.js

@@ -0,0 +1,142 @@
+import { apiRequest, formatResponse, generateIdempotencyKey } from '../utils/api-client.js';
+export const eventQueueTools = [
+    {
+        name: 'list_event_queues',
+        description: 'List all event queues — browse, view, or get all drip campaigns, sequences, scheduled automations, and timed workflows. Use this to see configured drip sequences or find a scheduled automation.',
+        inputSchema: {
+            type: 'object',
+            properties: {},
+        },
+    },
+    {
+        name: 'get_event_queue',
+        description: 'Get a single event queue by ID with full details including all steps, delays, and linked automations. Use this to see the complete drip sequence configuration.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Event queue UUID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'create_event_queue',
+        description: 'Create a new event queue for drip campaigns, timed sequences, or scheduled automations. Add steps afterwards with add_event_queue_step to define the sequence timing.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: { type: 'string', description: 'Event queue name (required)' },
+                description: { type: 'string', description: 'Event queue description' },
+                is_active: { type: 'boolean', description: 'Whether the queue is active' },
+            },
+            required: ['name'],
+        },
+    },
+    {
+        name: 'update_event_queue',
+        description: 'Update an existing event queue. Only include fields you want to change. Can modify name, description, and active status.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Event queue UUID' },
+                name: { type: 'string' },
+                description: { type: 'string' },
+                is_active: { type: 'boolean' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'delete_event_queue',
+        description: 'Permanently delete an event queue and all its steps. This action cannot be undone.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Event queue UUID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'add_event_queue_step',
+        description: 'Add a step to an event queue — each step triggers an automation after a configurable delay (days, hours, minutes). Use this to build drip campaign sequences.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                queue_id: { type: 'string', description: 'Event queue UUID' },
+                automation_id: { type: 'string', description: 'Automation UUID to trigger' },
+                step_order: { type: 'number', description: 'Execution order of this step' },
+                delay_days: { type: 'number', description: 'Delay in days before triggering' },
+                delay_hours: { type: 'number', description: 'Delay in hours before triggering' },
+                delay_minutes: { type: 'number', description: 'Delay in minutes before triggering' },
+                description: { type: 'string', description: 'Step description' },
+                is_active: { type: 'boolean', description: 'Whether the step is active' },
+            },
+            required: ['queue_id', 'automation_id', 'step_order'],
+        },
+    },
+    {
+        name: 'update_event_queue_step',
+        description: 'Update a step in an event queue. Only include fields you want to change. Can modify the automation, delay timing, order, description, and active status.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                queue_id: { type: 'string', description: 'Event queue UUID' },
+                step_id: { type: 'string', description: 'Step UUID' },
+                automation_id: { type: 'string' },
+                step_order: { type: 'number' },
+                delay_days: { type: 'number' },
+                delay_hours: { type: 'number' },
+                delay_minutes: { type: 'number' },
+                description: { type: 'string' },
+                is_active: { type: 'boolean' },
+            },
+            required: ['queue_id', 'step_id'],
+        },
+    },
+    {
+        name: 'delete_event_queue_step',
+        description: 'Remove a step from an event queue sequence. This action cannot be undone.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                queue_id: { type: 'string', description: 'Event queue UUID' },
+                step_id: { type: 'string', description: 'Step UUID' },
+            },
+            required: ['queue_id', 'step_id'],
+        },
+    },
+];
+export async function handleEventQueueTool(name, args) {
+    switch (name) {
+        case 'list_event_queues':
+            return formatResponse(await apiRequest('GET', '/event-queues'));
+        case 'get_event_queue':
+            return formatResponse(await apiRequest('GET', `/event-queues/${args.id}`));
+        case 'create_event_queue': {
+            const { id: _, ...body } = args;
+            return formatResponse(await apiRequest('POST', '/event-queues', body, generateIdempotencyKey()));
+        }
+        case 'update_event_queue': {
+            const { id, ...body } = args;
+            return formatResponse(await apiRequest('PATCH', `/event-queues/${id}`, body));
+        }
+        case 'delete_event_queue':
+            return formatResponse(await apiRequest('DELETE', `/event-queues/${args.id}`));
+        case 'add_event_queue_step': {
+            const { queue_id, ...body } = args;
+            return formatResponse(await apiRequest('POST', `/event-queues/${queue_id}/steps`, body, generateIdempotencyKey()));
+        }
+        case 'update_event_queue_step': {
+            const { queue_id, step_id, ...body } = args;
+            return formatResponse(await apiRequest('PATCH', `/event-queues/${queue_id}/steps/${step_id}`, body));
+        }
+        case 'delete_event_queue_step': {
+            const { queue_id, step_id } = args;
+            return formatResponse(await apiRequest('DELETE', `/event-queues/${queue_id}/steps/${step_id}`));
+        }
+        default:
+            return { text: `Unknown event queue tool: ${name}`, isError: true };
+    }
+}
+//# sourceMappingURL=event-queues.js.map

package/dist/tools/event-queues.js.map

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package/dist/tools/files.d.ts

@@ -0,0 +1,7 @@
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+export declare const fileTools: Tool[];
+export declare function handleFileTool(name: string, args: Record<string, unknown>): Promise<{
+    text: string;
+    isError: boolean;
+}>;
+//# sourceMappingURL=files.d.ts.map

package/dist/tools/files.d.ts.map

@@ -0,0 +1 @@
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