@trustpager/mcp-server 1.1.0 → 1.1.2

package/dist/tools/contacts.js.map

@@ -1 +1 @@
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+{"version":3,"file":"contacts.js","sourceRoot":"","sources":["../../src/tools/contacts.ts"],"names":[],"mappings":"AACA,OAAO,EAAE,UAAU,EAAE,cAAc,EAAE,UAAU,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAExG,MAAM,CAAC,MAAM,YAAY,GAAW;IAClC;QACE,IAAI,EAAE,iBAAiB;QACvB,WAAW,EAAE,2HAA2H;QACxI,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,yFAAyF,EAAE;gBACjI,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,mCAAmC,EAAE;aAC5E;YACD,QAAQ,EAAE,EAAE;SACb;KACF;IACD;QACE,IAAI,EAAE,eAAe;QACrB,WAAW,EAAE,yKAAyK;QACtL,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,sCAAsC,EAAE;gBAC9E,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,iCAAiC,EAAE;gBACzE,IAAI,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,uDAAuD,EAAE;gBAC9F,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,IAAI,EAAE,CAAC,KAAK,EAAE,MAAM,CAAC,EAAE,WAAW,EAAE,gBAAgB,EAAE;gBAC/E,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,mEAAmE,EAAE;gBAC5G,WAAW,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,kCAAkC,EAAE;gBAChF,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,oEAAoE,EAAE;gBAC7G,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,2CAA2C,EAAE;aACrF;SACF;KACF;IACD;QACE,IAAI,EAAE,aAAa;QACnB,WAAW,EAAE,wIAAwI;QACrJ,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;gBACnD,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,2CAA2C,EAAE;aACrF;YACD,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,gBAAgB;QACtB,WAAW,EAAE,oKAAoK;QACjL,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,uBAAuB,EAAE;gBACpE,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,WAAW,EAAE;gBACvD,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,eAAe,EAAE;gBACvD,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,2CAA2C,EAAE;gBACnF,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,WAAW,EAAE;gBACvD,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,kDAAkD,EAAE;gBAC3F,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,yBAAyB,EAAE;gBACjE,IAAI,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,WAAW,EAAE,yBAAyB,EAAE;aAC3F;YACD,QAAQ,EAAE,CAAC,YAAY,CAAC;SACzB;KACF;IACD;QACE,IAAI,EAAE,gBAAgB;QACtB,WAAW,EAAE,gIAAgI;QAC7I,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;gBACnD,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBAC9B,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBAC7B,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBACzB,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBACzB,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBAC7B,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE;gBACzB,IAAI,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE;aACnD;YACD,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,gBAAgB;QACtB,WAAW,EAAE,uFAAuF;QACpG,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE,EAAE,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE,EAAE;YACnE,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,mBAAmB;QACzB,WAAW,EAAE,uGAAuG;QACpH,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;aACpD;YACD,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,wBAAwB;QAC9B,WAAW,EAAE,sEAAsE;QACnF,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;aACpD;YACD,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,uBAAuB;QAC7B,WAAW,EAAE,+GAA+G;QAC5H,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;aACpD;YACD,QAAQ,EAAE,CAAC,IAAI,CAAC;SACjB;KACF;IACD;QACE,IAAI,EAAE,0BAA0B;QAChC,WAAW,EAAE,mIAAmI;QAChJ,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;gBACnD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,+BAA+B,EAAE;aAC9E;YACD,QAAQ,EAAE,CAAC,IAAI,EAAE,aAAa,CAAC;SAChC;KACF;IACD;QACE,IAAI,EAAE,8BAA8B;QACpC,WAAW,EAAE,mGAAmG;QAChH,WAAW,EAAE;YACX,IAAI,EAAE,QAAQ;YACd,UAAU,EAAE;gBACV,EAAE,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,cAAc,EAAE;gBACnD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,iCAAiC,EAAE;aAChF;YACD,QAAQ,EAAE,CAAC,IAAI,EAAE,aAAa,CAAC;SAChC;KACF;CACF,CAAC;AAEF,MAAM,CAAC,KAAK,UAAU,iBAAiB,CAAC,IAAY,EAAE,IAA6B;IACjF,QAAQ,IAAI,EAAE,CAAC;QACb,KAAK,iBAAiB,CAAC,CAAC,CAAC;YACvB,IAAI,CAAC,IAAI,CAAC,KAAK,EAAE,CAAC;gBAChB,MAAM,GAAG,GAAG,MAAM,UAAU,CAAC,KAAK,EAAE,YAAY,UAAU,CAAC,EAAE,KAAK,EAAE,IAAI,CAAC,KAAe,IAAI,EAAE,EAAE,CAAC,EAAE,CAAC,CAAC;gBACrG,OAAO,cAAc,CAAC,GAAG,CAAC,CAAC;YAC7B,CAAC;YACD,MAAM,GAAG,GAAG,MAAM,UAAU,CAAC,MAAM,EAAE,kBAAkB,EAAE,EAAE,KAAK,EAAE,IAAI,CAAC,KAAK,EAAE,KAAK,EAAE,IAAI,CAAC,KAAK,IAAI,EAAE,EAAE,CAAC,CAAC;YACzG,OAAO,cAAc,CAAC,GAAG,CAAC,CAAC;QAC7B,CAAC;QACD,KAAK,eAAe,CAAC,CAAC,CAAC;YACrB,MAAM,EAAE,KAAK,EAAE,KAAK,EAAE,IAAI,EAAE,KAAK,EAAE,MAAM,EAAE,WAAW,EAAE,MAAM,EAAE,MAAM,EAAE,GAAG,IAAI,CAAC;YAChF,MAAM,KAAK,GAAG,UAAU,CAAC,EAAE,KAAK,EAAE,KAAe,EAAE,KAAK,EAAE,KAAe,EAAE,IAAI,EAAE,IAAc,EAAE,KAAK,EAAE,KAAe,EAAE,MAAM,EAAE,MAAgB,EAAE,WAAW,EAAE,WAAqB,EAAE,MAAM,EAAE,MAAgB,EAAE,MAAM,EAAE,MAAgB,EAAE,CAAC,CAAC;YAC7O,MAAM,GAAG,GAAG,MAAM,UAAU,CAAC,KAAK,EAAE,YAAY,KAAK,EAAE,CA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package/dist/tools/crm-templates.js

@@ -2,7 +2,7 @@ import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '
 export const crmTemplateTools = [
     {
         name: 'list_crm_templates',
-        description: 'List reusable CRM templates (email, SMS, meeting, next action).',
+        description: 'List all CRM templates — browse, view, or get all reusable email templates, SMS templates, message templates, and meeting scripts. Filter by type (email, sms, meeting, next_action) or category.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -18,7 +18,7 @@ export const crmTemplateTools = [
     },
     {
         name: 'get_crm_template',
-        description: 'Get a CRM template by ID with full details.',
+        description: 'Get a single CRM template by ID with full details including type, category, and content (subject + body for email, body for SMS).',
         inputSchema: {
             type: 'object',
             properties: {
@@ -29,7 +29,7 @@ export const crmTemplateTools = [
     },
     {
         name: 'create_crm_template',
-        description: 'Create a reusable template. For email: content = { subject, body }. For SMS: content = { body }.',
+        description: 'Create a reusable CRM template for email, SMS, meeting, or next action. For email: content = { subject, body }. For SMS: content = { body }. Use these templates in automations or manual sends.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -46,7 +46,7 @@ export const crmTemplateTools = [
     },
     {
         name: 'update_crm_template',
-        description: 'Update an existing CRM template. Only include fields you want to change.',
+        description: 'Update an existing CRM template. Only include fields you want to change. Can modify type, name, category, and content.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -61,7 +61,7 @@ export const crmTemplateTools = [
     },
     {
         name: 'delete_crm_template',
-        description: 'Permanently delete a CRM template.',
+        description: 'Permanently delete a CRM template (email, SMS, meeting, or next action template). This action cannot be undone.',
         inputSchema: {
             type: 'object',
             properties: {

package/dist/tools/crm-templates.js.map

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

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

package/dist/tools/customers.js

@@ -2,19 +2,19 @@ import { apiRequest, formatResponse, buildQuery, generateIdempotencyKey } from '
 export const customerTools = [
     {
         name: 'search_customers',
-        description: 'Search for customers/accounts by name or email. Customers with is_supplier=true are suppliers.',
+        description: 'Search customers — find a company, account, or organisation by name or email. Also finds suppliers. Leave query empty to browse all.',
         inputSchema: {
             type: 'object',
             properties: {
-                query: { type: 'string', description: 'Search text (matches name, email)' },
+                query: { type: 'string', description: 'Search text (matches name, email). Leave empty to browse all.' },
                 limit: { type: 'number', description: 'Max results (default 25)' },
             },
-            required: ['query'],
+            required: [],
         },
     },
     {
         name: 'list_customers',
-        description: 'List customers/accounts with optional filters.',
+        description: 'List all customers — browse, view, show, or get all companies and accounts with filters. Use this to see all customers, get a customer list, or browse accounts.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -27,12 +27,12 @@ export const customerTools = [
     },
     {
         name: 'get_customer',
-        description: 'Get a customer/account by ID.',
+        description: 'Get a single customer/account by ID with full details including name, email, phone, website, industry, address, tags, notes, and supplier status.',
         inputSchema: { type: 'object', properties: { id: { type: 'string' } }, required: ['id'] },
     },
     {
         name: 'create_customer',
-        description: 'Create a new customer/account. Set is_supplier=true to make it a supplier.',
+        description: 'Create a new customer, account, or organisation in the CRM. Set is_supplier=true to make it a supplier. Include name, email, phone, website, industry, address, and tags.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -47,7 +47,7 @@ export const customerTools = [
     },
     {
         name: 'update_customer',
-        description: 'Update a customer/account.',
+        description: 'Update an existing customer/account. Only include fields you want to change. Can modify name, email, phone, website, industry, notes, and tags.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string' }, name: { type: 'string' }, email: { type: 'string' }, phone: { type: 'string' }, website: { type: 'string' }, industry: { type: 'string' }, notes: { type: 'string' }, tags: { type: 'array', items: { type: 'string' } } },
@@ -56,12 +56,12 @@ export const customerTools = [
     },
     {
         name: 'delete_customer',
-        description: 'Delete a customer/account.',
+        description: 'Permanently delete a customer/account and all linked data. This action cannot be undone.',
         inputSchema: { type: 'object', properties: { id: { type: 'string' } }, required: ['id'] },
     },
     {
         name: 'get_customer_contacts',
-        description: 'Get all contacts linked to this customer/account.',
+        description: 'Get all contacts (people) linked to this customer/account — see who works at this company.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string', description: 'Customer UUID' } },
@@ -70,7 +70,7 @@ export const customerTools = [
     },
     {
         name: 'get_customer_deals',
-        description: 'Get all deals for this customer.',
+        description: 'Get all deals and opportunities linked to this customer — see what sales are associated with this company.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string', description: 'Customer UUID' } },
@@ -79,7 +79,7 @@ export const customerTools = [
     },
     {
         name: 'get_customer_activities',
-        description: 'Get activity history for this customer.',
+        description: 'Get the activity history for this customer — view all notes, calls, emails, meetings, and interactions logged against this company.',
         inputSchema: {
             type: 'object',
             properties: { id: { type: 'string', description: 'Customer UUID' } },
@@ -89,7 +89,11 @@ export const customerTools = [
 ];
 export async function handleCustomerTool(name, args) {
     switch (name) {
-        case 'search_customers': return formatResponse(await apiRequest('POST', '/customers/search', { query: args.query, limit: args.limit || 25 }));
+        case 'search_customers': {
+            if (!args.query)
+                return formatResponse(await apiRequest('GET', `/customers${buildQuery({ limit: args.limit || 25 })}`));
+            return formatResponse(await apiRequest('POST', '/customers/search', { query: args.query, limit: args.limit || 25 }));
+        }
         case 'list_customers': {
             const { limit, after, is_supplier, is_customer, industry } = args;
             return formatResponse(await apiRequest('GET', `/customers${buildQuery({ limit: limit, after: after, is_supplier: is_supplier, is_customer: is_customer, industry: industry })}`));

package/dist/tools/customers.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"deals.d.ts","sourceRoot":"","sources":["../../src/tools/deals.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAG1D,eAAO,MAAM,SAAS,EAAE,IAAI,EAmP3B,CAAC;AAEF,wBAAsB,cAAc,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;;;GAoG/E"}
+{"version":3,"file":"deals.d.ts","sourceRoot":"","sources":["../../src/tools/deals.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAG1D,eAAO,MAAM,SAAS,EAAE,IAAI,EAmP3B,CAAC;AAEF,wBAAsB,cAAc,CAAC,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;;;GAwG/E"}

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 +171,7 @@ 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: {
@@ -182,7 +182,7 @@ export const dealTools = [
     },
     {
         name: 'add_deal_contact',
-        description: 'Add an additional contact to a deal.',
+        description: 'Add an additional contact (person) to a deal — link another stakeholder or decision maker.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -194,7 +194,7 @@ export const dealTools = [
     },
     {
         name: 'remove_deal_contact',
-        description: 'Remove a contact from a deal.',
+        description: 'Remove a contact (person) from a deal. Does not delete the contact.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -222,7 +222,7 @@ export const dealTools = [
     },
     {
         name: 'get_deal_work_orders',
-        description: 'Get work orders for a deal.',
+        description: 'Get all work orders linked to a deal — view manufacturing orders, production tasks, or service jobs for deal products.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -233,7 +233,7 @@ export const dealTools = [
     },
     {
         name: 'get_deal_products',
-        description: 'Get all products on a deal with pricing.',
+        description: 'Get all products/line items on a deal with pricing — view quantities, unit prices, discounts, deposits, and line totals.',
         inputSchema: {
             type: 'object',
             properties: {
@@ -246,6 +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);
         }

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 };
     }