@trustpager/mcp-server 1.0.0

package/dist/index.d.ts

@@ -0,0 +1,22 @@
+#!/usr/bin/env node
+/**
+ * TrustPager MCP Server
+ *
+ * Connects Claude Desktop/Code to your TrustPager workspace via the REST API.
+ * Exposes all CRM operations as MCP tools that Claude can call.
+ *
+ * Setup in claude_desktop_config.json:
+ * {
+ *   "mcpServers": {
+ *     "trustpager": {
+ *       "command": "npx",
+ *       "args": ["-y", "@trustpager/mcp-server"],
+ *       "env": {
+ *         "TRUSTPAGER_API_KEY": "tp_live_your_key_here"
+ *       }
+ *     }
+ *   }
+ * }
+ */
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AAEA;;;;;;;;;;;;;;;;;;GAkBG"}

package/dist/index.js

@@ -0,0 +1,149 @@
+#!/usr/bin/env node
+/**
+ * TrustPager MCP Server
+ *
+ * Connects Claude Desktop/Code to your TrustPager workspace via the REST API.
+ * Exposes all CRM operations as MCP tools that Claude can call.
+ *
+ * Setup in claude_desktop_config.json:
+ * {
+ *   "mcpServers": {
+ *     "trustpager": {
+ *       "command": "npx",
+ *       "args": ["-y", "@trustpager/mcp-server"],
+ *       "env": {
+ *         "TRUSTPAGER_API_KEY": "tp_live_your_key_here"
+ *       }
+ *     }
+ *   }
+ * }
+ */
+import { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
+import { ListToolsRequestSchema, CallToolRequestSchema, } from '@modelcontextprotocol/sdk/types.js';
+// Tool imports
+import { contactTools, handleContactTool } from './tools/contacts.js';
+import { customerTools, handleCustomerTool } from './tools/customers.js';
+import { dealTools, handleDealTool } from './tools/deals.js';
+import { pipelineTools, handlePipelineTool } from './tools/pipelines.js';
+import { taskTools, handleTaskTool } from './tools/tasks.js';
+import { activityTools, handleActivityTool } from './tools/activities.js';
+import { productTools, handleProductTool } from './tools/products.js';
+import { automationTools, handleAutomationTool } from './tools/automations.js';
+import { formTools, handleFormTool } from './tools/forms.js';
+import { documentTools, handleDocumentTool } from './tools/documents.js';
+import { communicationTools, handleCommunicationTool } from './tools/communications.js';
+import { platformTools, handlePlatformTool } from './tools/platform.js';
+import { aiTools, handleAiTool } from './tools/ai.js';
+// =============================================================================
+// TOOL REGISTRY
+// =============================================================================
+const ALL_TOOLS = [
+    ...contactTools,
+    ...customerTools,
+    ...dealTools,
+    ...pipelineTools,
+    ...taskTools,
+    ...activityTools,
+    ...productTools,
+    ...automationTools,
+    ...formTools,
+    ...documentTools,
+    ...communicationTools,
+    ...platformTools,
+    ...aiTools,
+];
+/** Map tool name → handler function */
+const TOOL_HANDLERS = {};
+// Register all handlers by tool name
+for (const tool of contactTools)
+    TOOL_HANDLERS[tool.name] = handleContactTool;
+for (const tool of customerTools)
+    TOOL_HANDLERS[tool.name] = handleCustomerTool;
+for (const tool of dealTools)
+    TOOL_HANDLERS[tool.name] = handleDealTool;
+for (const tool of pipelineTools)
+    TOOL_HANDLERS[tool.name] = handlePipelineTool;
+for (const tool of taskTools)
+    TOOL_HANDLERS[tool.name] = handleTaskTool;
+for (const tool of activityTools)
+    TOOL_HANDLERS[tool.name] = handleActivityTool;
+for (const tool of productTools)
+    TOOL_HANDLERS[tool.name] = handleProductTool;
+for (const tool of automationTools)
+    TOOL_HANDLERS[tool.name] = handleAutomationTool;
+for (const tool of formTools)
+    TOOL_HANDLERS[tool.name] = handleFormTool;
+for (const tool of documentTools)
+    TOOL_HANDLERS[tool.name] = handleDocumentTool;
+for (const tool of communicationTools)
+    TOOL_HANDLERS[tool.name] = handleCommunicationTool;
+for (const tool of platformTools)
+    TOOL_HANDLERS[tool.name] = handlePlatformTool;
+for (const tool of aiTools)
+    TOOL_HANDLERS[tool.name] = handleAiTool;
+// =============================================================================
+// SERVER
+// =============================================================================
+const server = new Server({ name: '@trustpager/mcp-server', version: '1.0.0' }, { capabilities: { tools: {} } });
+// List all available tools
+server.setRequestHandler(ListToolsRequestSchema, async () => {
+    return { tools: ALL_TOOLS };
+});
+// Handle tool calls
+server.setRequestHandler(CallToolRequestSchema, async (request) => {
+    const { name, arguments: args } = request.params;
+    const handler = TOOL_HANDLERS[name];
+    if (!handler) {
+        return {
+            content: [{
+                    type: 'text',
+                    text: `Unknown tool: "${name}". Available tools: ${ALL_TOOLS.map(t => t.name).join(', ')}`,
+                }],
+            isError: true,
+        };
+    }
+    try {
+        const result = await handler(name, (args || {}));
+        return {
+            content: [{ type: 'text', text: result.text }],
+            isError: result.isError,
+        };
+    }
+    catch (error) {
+        const message = error instanceof Error ? error.message : 'Unknown error';
+        return {
+            content: [{ type: 'text', text: `Error in ${name}: ${message}` }],
+            isError: true,
+        };
+    }
+});
+// =============================================================================
+// START
+// =============================================================================
+async function main() {
+    // Validate API key is set before starting
+    if (!process.env.TRUSTPAGER_API_KEY) {
+        console.error('ERROR: TRUSTPAGER_API_KEY environment variable is not set.\n' +
+            'Set it in your Claude Desktop config:\n' +
+            '{\n' +
+            '  "mcpServers": {\n' +
+            '    "trustpager": {\n' +
+            '      "command": "npx",\n' +
+            '      "args": ["-y", "@trustpager/mcp-server"],\n' +
+            '      "env": {\n' +
+            '        "TRUSTPAGER_API_KEY": "tp_live_your_key_here"\n' +
+            '      }\n' +
+            '    }\n' +
+            '  }\n' +
+            '}');
+        process.exit(1);
+    }
+    const transport = new StdioServerTransport();
+    await server.connect(transport);
+}
+main().catch((error) => {
+    console.error('Fatal error:', error);
+    process.exit(1);
+});
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

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package/dist/tools/activities.d.ts

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

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

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

@@ -0,0 +1,109 @@
+import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '../utils/api-client.js';
+export const activityTools = [
+    {
+        name: 'list_activities',
+        description: 'List activities with optional filters. Returns paginated results with cursor navigation.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                deal_id: { type: 'string', description: 'Filter by deal UUID' },
+                contact_id: { type: 'string', description: 'Filter by contact UUID' },
+                customer_id: { type: 'string', description: 'Filter by customer UUID' },
+                activity_type: { type: 'string', description: 'Filter by type (note, call, meeting, etc.)' },
+                limit: { type: 'number', description: 'Items per page (default 25, max 100)' },
+                after: { type: 'string', description: 'Cursor: get items after this ID' },
+            },
+        },
+    },
+    {
+        name: 'add_note',
+        description: 'Add a note to a deal, contact, or customer.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                subject: { type: 'string', description: 'Note subject/title (required)' },
+                description: { type: 'string', description: 'Note body/content' },
+                deal_id: { type: 'string', description: 'Link to a deal UUID' },
+                contact_id: { type: 'string', description: 'Link to a contact UUID' },
+                customer_id: { type: 'string', description: 'Link to a customer UUID' },
+            },
+            required: ['subject'],
+        },
+    },
+    {
+        name: 'log_call',
+        description: 'Log a phone call with notes.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                subject: { type: 'string', description: 'Call subject/title (required)' },
+                description: { type: 'string', description: 'Call notes/summary' },
+                deal_id: { type: 'string', description: 'Link to a deal UUID' },
+                contact_id: { type: 'string', description: 'Link to a contact UUID' },
+                customer_id: { type: 'string', description: 'Link to a customer UUID' },
+            },
+            required: ['subject'],
+        },
+    },
+    {
+        name: 'log_meeting',
+        description: 'Log a meeting with notes.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                subject: { type: 'string', description: 'Meeting subject/title (required)' },
+                description: { type: 'string', description: 'Meeting notes/summary' },
+                deal_id: { type: 'string', description: 'Link to a deal UUID' },
+                contact_id: { type: 'string', description: 'Link to a contact UUID' },
+                customer_id: { type: 'string', description: 'Link to a customer UUID' },
+            },
+            required: ['subject'],
+        },
+    },
+    {
+        name: 'delete_activity',
+        description: 'Permanently delete an activity.',
+        inputSchema: {
+            type: 'object',
+            properties: { id: { type: 'string', description: 'Activity UUID' } },
+            required: ['id'],
+        },
+    },
+];
+export async function handleActivityTool(name, args) {
+    switch (name) {
+        case 'list_activities': {
+            const { deal_id, contact_id, customer_id, activity_type, limit, after } = args;
+            const query = buildQuery({
+                deal_id: deal_id,
+                contact_id: contact_id,
+                customer_id: customer_id,
+                activity_type: activity_type,
+                limit: limit,
+                after: after,
+            });
+            return formatResponse(await apiRequest('GET', `/activities${query}`));
+        }
+        case 'add_note': {
+            const { id: _, ...rest } = args;
+            const body = { ...rest, activity_type: 'note' };
+            return formatResponse(await apiRequest('POST', '/activities', body, generateIdempotencyKey()));
+        }
+        case 'log_call': {
+            const { id: _, ...rest } = args;
+            const body = { ...rest, activity_type: 'call' };
+            return formatResponse(await apiRequest('POST', '/activities', body, generateIdempotencyKey()));
+        }
+        case 'log_meeting': {
+            const { id: _, ...rest } = args;
+            const body = { ...rest, activity_type: 'meeting' };
+            return formatResponse(await apiRequest('POST', '/activities', body, generateIdempotencyKey()));
+        }
+        case 'delete_activity': {
+            return formatResponse(await apiRequest('DELETE', `/activities/${args.id}`));
+        }
+        default:
+            return { text: `Unknown activity tool: ${name}`, isError: true };
+    }
+}
+//# sourceMappingURL=activities.js.map

package/dist/tools/activities.js.map

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package/dist/tools/ai.d.ts

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

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

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

@@ -0,0 +1,105 @@
+import { apiRequest, formatResponse, generateIdempotencyKey } from '../utils/api-client.js';
+export const aiTools = [
+    {
+        name: 'ai_enrich',
+        description: 'Research a contact or customer online and enrich their profile. Costs 5 credits.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                entity_type: { type: 'string', enum: ['contact', 'customer'], description: 'Type of entity to enrich (required)' },
+                entity_id: { type: 'string', description: 'UUID of the contact or customer (required)' },
+            },
+            required: ['entity_type', 'entity_id'],
+        },
+    },
+    {
+        name: 'ai_edit_text',
+        description: 'Rewrite or edit text using AI. Costs 1 credit.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                text: { type: 'string', description: 'The text to edit (required)' },
+                instruction: { type: 'string', description: 'What to do with the text, e.g. "make it more professional" (required)' },
+                style: { type: 'string', description: 'Writing style (e.g. formal, casual, persuasive)' },
+            },
+            required: ['text', 'instruction'],
+        },
+    },
+    {
+        name: 'ai_deal_probability',
+        description: 'Get an AI qualification score for a deal. Costs 2 credits.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                deal_id: { type: 'string', description: 'Deal UUID (required)' },
+            },
+            required: ['deal_id'],
+        },
+    },
+    {
+        name: 'ai_call_coaching',
+        description: 'Analyze a call transcript for coaching insights. Costs 3 credits.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                transcript_id: { type: 'string', description: 'Transcript UUID (provide this or transcript_text)' },
+                transcript_text: { type: 'string', description: 'Raw transcript text (provide this or transcript_id)' },
+                team_member_name: { type: 'string', description: 'Name of the team member for personalised coaching' },
+            },
+        },
+    },
+    {
+        name: 'ai_generate_pipeline',
+        description: 'Generate a sales pipeline from a description. Costs 3 credits.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                description: { type: 'string', description: 'Description of the sales process (required)' },
+                industry: { type: 'string', description: 'Industry for tailored stage suggestions' },
+            },
+            required: ['description'],
+        },
+    },
+];
+export async function handleAiTool(name, args) {
+    switch (name) {
+        case 'ai_enrich': {
+            const { entity_type, entity_id } = args;
+            const res = await apiRequest('POST', '/ai/enrich', {
+                entity_type, entity_id,
+            }, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        case 'ai_edit_text': {
+            const { text, instruction, style } = args;
+            const res = await apiRequest('POST', '/ai/edit-text', {
+                text, instruction, style,
+            }, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        case 'ai_deal_probability': {
+            const { deal_id } = args;
+            const res = await apiRequest('POST', '/ai/deal-probability', {
+                deal_id,
+            }, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        case 'ai_call_coaching': {
+            const { transcript_id, transcript_text, team_member_name } = args;
+            const res = await apiRequest('POST', '/ai/call-coaching', {
+                transcript_id, transcript_text, team_member_name,
+            }, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        case 'ai_generate_pipeline': {
+            const { description, industry } = args;
+            const res = await apiRequest('POST', '/ai/generate-pipeline', {
+                description, industry,
+            }, generateIdempotencyKey());
+            return formatResponse(res);
+        }
+        default:
+            return { text: `Unknown AI tool: ${name}`, isError: true };
+    }
+}
+//# sourceMappingURL=ai.js.map

package/dist/tools/ai.js.map

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package/dist/tools/automations.d.ts

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

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

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

@@ -0,0 +1,190 @@
+import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '../utils/api-client.js';
+export const automationTools = [
+    {
+        name: 'list_automations',
+        description: 'List all automations with optional filters.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                limit: { type: 'number', description: 'Items per page (default 25, max 100)' },
+                after: { type: 'string', description: 'Cursor: get items after this ID' },
+                enabled: { type: 'boolean', description: 'Filter by enabled status' },
+            },
+        },
+    },
+    {
+        name: 'get_automation',
+        description: 'Get a single automation by ID with its triggers and actions inline.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'create_automation',
+        description: 'Create a new automation.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: { type: 'string', description: 'Automation name (required)' },
+                trigger_type: {
+                    type: 'string',
+                    description: 'Trigger type (required). Examples: stage_changed, form_submitted, call_analyzed, sms_received, email_received, checkout_completed',
+                },
+                description: { type: 'string', description: 'Automation description' },
+                enabled: { type: 'boolean', description: 'Whether the automation is enabled (default false)' },
+                conditions: { type: 'object', description: 'Trigger conditions (JSON)' },
+                crm_integration: { type: 'object', description: 'CRM integration config (JSON)' },
+            },
+            required: ['name', 'trigger_type'],
+        },
+    },
+    {
+        name: 'update_automation',
+        description: 'Update an existing automation. Only include fields you want to change.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+                name: { type: 'string' },
+                description: { type: 'string' },
+                enabled: { type: 'boolean' },
+                conditions: { type: 'object' },
+                crm_integration: { type: 'object' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'delete_automation',
+        description: 'Permanently delete an automation.',
+        inputSchema: {
+            type: 'object',
+            properties: { id: { type: 'string', description: 'Automation UUID' } },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'enable_automation',
+        description: 'Enable an automation so it runs when triggered.',
+        inputSchema: {
+            type: 'object',
+            properties: { id: { type: 'string', description: 'Automation UUID' } },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'disable_automation',
+        description: 'Disable an automation so it stops running.',
+        inputSchema: {
+            type: 'object',
+            properties: { id: { type: 'string', description: 'Automation UUID' } },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'add_automation_trigger',
+        description: 'Add a trigger to an automation.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+                source_type: { type: 'string', description: 'Trigger source type (required)' },
+                source_id: { type: 'string', description: 'Trigger source ID (optional, depends on source_type)' },
+                config: { type: 'object', description: 'Trigger configuration (JSON)' },
+            },
+            required: ['id', 'source_type'],
+        },
+    },
+    {
+        name: 'add_automation_action',
+        description: 'Add an action to an automation.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+                action_type: {
+                    type: 'string',
+                    description: 'Action type (required). Examples: send_custom_email, send_sms, trigger_voice_call, add_tasks, create_lead, call_webhook',
+                },
+                sequence: { type: 'number', description: 'Execution order (required, starts at 1)' },
+                config: { type: 'object', description: 'Action configuration (JSON)' },
+                integration_id: { type: 'string', description: 'Integration UUID for integration-based actions' },
+            },
+            required: ['id', 'action_type', 'sequence'],
+        },
+    },
+    {
+        name: 'list_automation_runs',
+        description: 'List execution runs for an automation with status and timestamps.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+                limit: { type: 'number', description: 'Items per page (default 25, max 100)' },
+                after: { type: 'string', description: 'Cursor: get items after this ID' },
+            },
+            required: ['id'],
+        },
+    },
+    {
+        name: 'trigger_automation',
+        description: 'Manually trigger an automation. Costs 5 credits.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                id: { type: 'string', description: 'Automation UUID' },
+                trigger_data: { type: 'object', description: 'Optional data to pass to the trigger' },
+            },
+            required: ['id'],
+        },
+    },
+];
+export async function handleAutomationTool(name, args) {
+    switch (name) {
+        case 'list_automations': {
+            const { limit, after, enabled } = args;
+            const query = buildQuery({ limit: limit, after: after, enabled: enabled });
+            return formatResponse(await apiRequest('GET', `/automations${query}`));
+        }
+        case 'get_automation':
+            return formatResponse(await apiRequest('GET', `/automations/${args.id}`));
+        case 'create_automation': {
+            const { id: _, ...body } = args;
+            return formatResponse(await apiRequest('POST', '/automations', body, generateIdempotencyKey()));
+        }
+        case 'update_automation': {
+            const { id, ...body } = args;
+            return formatResponse(await apiRequest('PATCH', `/automations/${id}`, body));
+        }
+        case 'delete_automation':
+            return formatResponse(await apiRequest('DELETE', `/automations/${args.id}`));
+        case 'enable_automation':
+            return formatResponse(await apiRequest('POST', `/automations/${args.id}/enable`, undefined, generateIdempotencyKey()));
+        case 'disable_automation':
+            return formatResponse(await apiRequest('POST', `/automations/${args.id}/disable`, undefined, generateIdempotencyKey()));
+        case 'add_automation_trigger': {
+            const { id, ...body } = args;
+            return formatResponse(await apiRequest('POST', `/automations/${id}/triggers`, body, generateIdempotencyKey()));
+        }
+        case 'add_automation_action': {
+            const { id, ...body } = args;
+            return formatResponse(await apiRequest('POST', `/automations/${id}/actions`, body, generateIdempotencyKey()));
+        }
+        case 'list_automation_runs': {
+            const { id, limit, after } = args;
+            const query = buildQuery({ limit: limit, after: after });
+            return formatResponse(await apiRequest('GET', `/automations/${id}/runs${query}`));
+        }
+        case 'trigger_automation': {
+            const body = args.trigger_data ? { trigger_data: args.trigger_data } : undefined;
+            return formatResponse(await apiRequest('POST', `/automations/${args.id}/trigger`, body, generateIdempotencyKey()));
+        }
+        default:
+            return { text: `Unknown automation tool: ${name}`, isError: true };
+    }
+}
+//# sourceMappingURL=automations.js.map