@trylighthouse/mcp-server 0.1.4 → 0.1.8

package/build/server.js

@@ -16,7 +16,7 @@ export function createServer(apiKey) {
     const api = new LighthouseAPI(apiKey);
     const server = new McpServer({
         name: "lighthouse",
-        version: "0.1.4",
+        version: "0.1.7",
     });
     // ─────────────────────────────────────────────────────────
     // FILTER FORMAT REFERENCE (used in tool descriptions)
@@ -326,21 +326,17 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_create_record", {
         title: "Create CRM Record",
-        description: "Create a new CRM record. Required fields: " +
-            "company (name, domain), person (first_name, last_name), deal (name).",
+        description: "Create a new CRM record. Pass all fields (standard + custom) in a single flat data object. " +
+            "Required: company (name), person (first_name or fn), deal (name). " +
+            "Relations: company (domain, team, deals), person (emails, phones, companies, deals), deal (companies, people).",
         inputSchema: {
-            type: z.enum(["company", "person", "deal", "task"]).describe("Record type"),
-            data: z.record(z.unknown()).describe("Record fields (name, domain, first_name, last_name, etc.)"),
-            attributes: z
-                .record(z.unknown())
-                .optional()
-                .describe("Custom field values keyed by field_permalink (from lighthouse_crm_get_attributes)"),
+            type: z.enum(["company", "person", "deal"]).describe("Record type"),
+            data: z.record(z.unknown()).describe("All record fields — standard, custom, and relations in a single flat object"),
         },
     }, async (params) => {
         try {
             const res = await api.post(`/records/${params.type}`, {
                 data: params.data,
-                attributes: params.attributes,
             });
             return text(res);
         }
@@ -350,18 +346,17 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_update_record", {
         title: "Update CRM Record",
-        description: "Update an existing CRM record's fields.",
+        description: "Update an existing CRM record. Pass all fields to update (standard + custom) in a single flat data object. " +
+            "Relation fields (domains, emails, phones, team, companies, deals, people) are replaced entirely when provided.",
         inputSchema: {
-            type: z.enum(["company", "person", "deal", "task"]).describe("Record type"),
+            type: z.enum(["company", "person", "deal"]).describe("Record type"),
             id: z.string().uuid().describe("Record ID"),
-            data: z.record(z.unknown()).describe("Fields to update"),
-            attributes: z.record(z.unknown()).optional().describe("Custom field values to update (keyed by field_permalink)"),
+            data: z.record(z.unknown()).describe("Fields to update — standard, custom, and relations in a single flat object"),
         },
     }, async (params) => {
         try {
             const res = await api.patch(`/records/${params.type}/${params.id}`, {
                 data: params.data,
-                attributes: params.attributes,
             });
             return text(res);
         }
@@ -492,17 +487,15 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_add_to_list", {
         title: "Add Record to List",
-        description: "Add a CRM record to a list.",
+        description: "Add a CRM record to a list. The record type is automatically inferred from the list type.",
         inputSchema: {
             list_id: z.string().uuid().describe("List ID"),
             record_id: z.string().uuid().describe("Record ID to add"),
-            type: z.enum(["company", "person", "deal"]).describe("Record type"),
         },
     }, async (params) => {
         try {
             const res = await api.post(`/lists/${params.list_id}/records`, {
                 record_id: params.record_id,
-                type: params.type,
             });
             return text(res);
         }
@@ -590,8 +583,7 @@ export function createServer(apiKey) {
         title: "List Notes",
         description: "Get notes for a CRM record.",
         inputSchema: {
-            record_id: z.string().uuid().optional().describe("Record ID to filter notes by (required)"),
-            record_type: z.enum(["company", "person", "deal", "task"]).optional().describe("Record type: company, person, or deal (required)"),
+            record_id: z.string().uuid().describe("Record ID to list notes for"),
             limit: z.number().min(1).max(100).default(25),
             offset: z.number().min(0).default(0),
         },
@@ -667,18 +659,12 @@ export function createServer(apiKey) {
     server.registerTool("lighthouse_crm_list_tasks", {
         title: "List Tasks",
         description: "List CRM tasks with optional filtering and sorting. " +
-            "The filters object supports: " +
-            'filter (CRM-style): {"operator":"AND","conditions":[{"field":"status","operator":"contains_any","value":["pending"]}]}; ' +
+            'filters (CRM-style): {"operator":"AND","conditions":[{"field":"status","operator":"contains_any","value":["pending"]}]}; ' +
             'sort: [{"field":"due_date","direction":"asc"}]; ' +
             "Filterable fields: title, status, priority, due_date, description, assigned_to, records (person/company/deal), plus custom fields.",
         inputSchema: {
-            filters: z
-                .object({
-                filter: z.record(z.any()).optional().describe("CRM filter object with operator/conditions/groups"),
-                sort: z.array(z.record(z.any())).optional().describe('Sort array: [{"field":"due_date","direction":"asc"}]'),
-            })
-                .optional()
-                .describe("Filter and sort options"),
+            filters: z.record(z.any()).optional().describe("CRM filter object with operator/conditions/groups"),
+            sort: z.array(z.record(z.any())).optional().describe('Sort array: [{"field":"due_date","direction":"asc"}]'),
             limit: z.number().min(1).max(100).default(25),
             offset: z.number().min(0).default(0),
         },
@@ -708,8 +694,7 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_create_task", {
         title: "Create Task",
-        description: "Create a CRM task, optionally linked to records and assigned to users. " +
-            "The SQL expects assigned_to as [{id: uuid}] and records as {company: [{id}], person: [{id}], deal: [{id}]}.",
+        description: "Create a CRM task, optionally linked to records and assigned to users.",
         inputSchema: {
             title: z.string().describe("Task title"),
             description: z.string().optional().describe("Task description"),
@@ -732,18 +717,8 @@ export function createServer(apiKey) {
         },
     }, async (params) => {
         try {
-            const { attributes, assigned_to, records, ...rest } = params;
-            const data = { ...rest };
-            if (assigned_to)
-                data.assigned_to = assigned_to.map((id) => ({ id }));
-            if (records) {
-                data.records = {
-                    company: records.company?.map((id) => ({ id })) || [],
-                    person: records.person?.map((id) => ({ id })) || [],
-                    deal: records.deal?.map((id) => ({ id })) || [],
-                };
-            }
-            const res = await api.post("/tasks", { data, attributes });
+            const { attributes, ...rest } = params;
+            const res = await api.post("/tasks", { data: rest, attributes });
             return text(res);
         }
         catch (e) {
@@ -777,18 +752,8 @@ export function createServer(apiKey) {
         },
     }, async (params) => {
         try {
-            const { id, attributes, assigned_to, records, ...rest } = params;
-            const data = { ...rest };
-            if (assigned_to)
-                data.assigned_to = assigned_to.map((id) => ({ id }));
-            if (records) {
-                data.records = {
-                    company: records.company?.map((id) => ({ id })) || [],
-                    person: records.person?.map((id) => ({ id })) || [],
-                    deal: records.deal?.map((id) => ({ id })) || [],
-                };
-            }
-            const res = await api.patch(`/tasks/${id}`, { data, attributes });
+            const { id, attributes, ...rest } = params;
+            const res = await api.patch(`/tasks/${id}`, { data: rest, attributes });
             return text(res);
         }
         catch (e) {
@@ -813,9 +778,11 @@ export function createServer(apiKey) {
     // ─── CRM: Views ──────────────────────────────────────────
     server.registerTool("lighthouse_crm_list_views", {
         title: "List CRM Views",
-        description: "Get all saved CRM views. Views store filter/sort configurations that can be loaded in search_records.",
+        description: "Get all saved CRM views, or list views scoped to a specific list. " +
+            "Views store filter/sort configurations that can be loaded in search_records.",
         inputSchema: {
             entity_type: z.enum(["company", "person", "deal"]).optional().describe("Filter by record type"),
+            list_id: z.string().uuid().optional().describe("Filter views by list ID. When provided, returns only views scoped to that list."),
         },
     }, async (params) => {
         try {
@@ -828,8 +795,9 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_create_view", {
         title: "Create CRM View",
-        description: "Create a saved CRM view with filters and sort configuration. " +
+        description: "Create a saved CRM view (or list view) with filters and sort configuration. " +
             "Views are for YOUR CRM data only (not discovery). " +
+            "Pass list_id to create a view scoped to a specific list. " +
             "WORKFLOW: 1) Call lighthouse_crm_get_attributes to get field keys, " +
             "2) Build a filter object using those keys, " +
             "3) Create the view with the filter. " +
@@ -846,6 +814,7 @@ export function createServer(apiKey) {
             grouped_by: z.string().optional().describe("Field key to group by (required for kanban views)"),
             sharing: z.enum(["private", "workspace"]).default("private").describe("Visibility"),
             team_ids: z.array(z.string().uuid()).optional().describe("Team UUIDs to share the view with. Replaces any existing team shares."),
+            list_id: z.string().uuid().optional().describe("List ID to scope this view to a specific list. The entity_type must match the list type."),
         },
     }, async (params) => {
         try {
@@ -858,7 +827,9 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_update_view", {
         title: "Update CRM View",
-        description: "Update a saved CRM view's name, filters, sort, or sharing settings. " +
+        description: "Update a saved CRM view or list view's name, filters, sort, or layout. " +
+            "Automatically detects whether it's a CRM view or list view. " +
+            "To change sharing settings, use lighthouse_crm_update_view_sharing instead. " +
             "Uses CRM filter format — call lighthouse_crm_get_attributes first if modifying filters.",
         inputSchema: {
             id: z.string().uuid().describe("View ID"),
@@ -867,8 +838,6 @@ export function createServer(apiKey) {
             sort: z.array(z.record(z.unknown())).optional().describe(CRM_SORT_DESCRIPTION),
             view_type: z.enum(["table", "kanban"]).optional(),
             grouped_by: z.string().optional().describe("Field key to group by (required for kanban views)"),
-            sharing: z.enum(["private", "workspace"]).optional(),
-            team_ids: z.array(z.string().uuid()).optional().describe("Team UUIDs to share the view with. Replaces any existing team shares."),
         },
     }, async (params) => {
         try {
@@ -882,7 +851,7 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_get_view", {
         title: "Get CRM View",
-        description: "Get a single saved CRM view by ID.",
+        description: "Get a single saved CRM view or list view by ID. Automatically detects the view type.",
         inputSchema: {
             id: z.string().uuid().describe("View ID"),
         },
@@ -897,7 +866,7 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_delete_view", {
         title: "Delete CRM View",
-        description: "Permanently delete a saved CRM view.",
+        description: "Permanently delete a saved CRM view or list view. Automatically detects the view type.",
         inputSchema: {
             id: z.string().uuid().describe("View ID"),
         },
@@ -1051,6 +1020,7 @@ export function createServer(apiKey) {
                 .record(z.unknown())
                 .optional()
                 .describe(DISCOVERY_FILTER_DESCRIPTION),
+            sort: z.record(z.unknown()).optional().describe(DISCOVERY_SORT_DESCRIPTION),
             skip: z.number().min(0).default(0).describe("Number of results to skip"),
             limit: z.number().min(1).max(100).default(25).describe("Results per page"),
         },
@@ -1063,9 +1033,131 @@ export function createServer(apiKey) {
             return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
         }
     });
+    // ─── Discovery: Lookup ──────────────────────────────────
+    server.registerTool("lighthouse_discovery_lookup_by_domain", {
+        title: "Lookup Companies by Domain",
+        description: "Look up companies in Lighthouse's global database by their website domain(s). " +
+            "Returns enriched company profiles for matching domains. Max 1000 domains per request. " +
+            "Consumes API entity credits for each new company returned.",
+        inputSchema: {
+            domains: z
+                .array(z.string())
+                .describe("Array of domains to look up (e.g. ['google.com', 'stripe.com']). Max 1000."),
+        },
+    }, async (params) => {
+        try {
+            const res = await api.post("/database/get-companies-by-domain", params);
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_lookup_by_linkedin", {
+        title: "Lookup Companies by LinkedIn",
+        description: "Look up companies in Lighthouse's global database by LinkedIn URL(s). " +
+            "Returns enriched company profiles for matching LinkedIn company pages. Max 1000 URLs per request. " +
+            "Consumes API entity credits for each new company returned.",
+        inputSchema: {
+            linkedin_urls: z
+                .array(z.string())
+                .describe("Array of LinkedIn company URLs (e.g. ['https://linkedin.com/company/stripe']). Max 1000."),
+        },
+    }, async (params) => {
+        try {
+            const res = await api.post("/database/get-companies-by-linkedin", params);
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_get_saved_searches", {
+        title: "List Saved Searches",
+        description: "List all saved discovery searches in the workspace. " +
+            "Returns saved searches you own and workspace-shared searches. " +
+            "Each search includes its filters and type (company or person). " +
+            "Use the search ID with lighthouse_discovery_get_search_results to run a saved search.",
+        inputSchema: {},
+    }, async () => {
+        try {
+            const res = await api.get("/database/get-saved-searches");
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_get_search_results", {
+        title: "Get Saved Search Results",
+        description: "Run a saved discovery search and get its results. " +
+            "The search's saved filters are applied automatically. " +
+            "Optionally filter by signal creation date range. " +
+            "Consumes API entity credits for new entities returned.",
+        inputSchema: {
+            search_id: z.string().uuid().describe("Saved search ID (from lighthouse_discovery_get_saved_searches)"),
+            signal_created_after: z.string().optional().describe("Only include results with signals created after this ISO timestamp"),
+            signal_created_before: z.string().optional().describe("Only include results with signals created before this ISO timestamp"),
+            skip: z.number().min(0).default(0).describe("Number of results to skip"),
+            limit: z.number().min(1).max(100).default(25).describe("Results per page"),
+        },
+    }, async (params) => {
+        try {
+            const res = await api.post("/database/get-search-results", params);
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_get_locations", {
+        title: "Get Location Options",
+        description: "Get available location options (countries and regions) for discovery filters. " +
+            "Returns {countries: [{name, value, flag}], regions: [{name, value, flag}]}. " +
+            "Use 'value' (alpha-2 codes for countries, IDs for regions) in filter conditions like company_hq_country.",
+        inputSchema: {},
+    }, async () => {
+        try {
+            const res = await api.get("/database/get-locations");
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_get_industries", {
+        title: "Get Industry Options",
+        description: "Get available industry/category options for discovery filters. " +
+            "Returns {categories: [{name, value}], sdg_categories: [{name, value}]}. " +
+            "Use 'value' (permalink) in filter conditions like company_categories.",
+        inputSchema: {},
+    }, async () => {
+        try {
+            const res = await api.get("/database/get-industries");
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
+    server.registerTool("lighthouse_discovery_get_tags", {
+        title: "Get Tag Options",
+        description: "Get available tag options for discovery filters. " +
+            "Returns {company_tags: [{value, name}], person_tags: [{value, name}]}. " +
+            "Use 'value' in filter conditions like company_highlights or person_highlights.",
+        inputSchema: {},
+    }, async () => {
+        try {
+            const res = await api.get("/database/get-tags");
+            return text(res);
+        }
+        catch (e) {
+            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
+        }
+    });
     // ─── Reports: Dashboards ─────────────────────────────────
     const WIDGET_CONFIG_DESCRIPTION = "Widget config object. Structure depends on report_type: " +
-        "STANDARD: {data_source:'companies'|'deals'|'people', report_type:'standard', " +
+        "STANDARD: {data_source:'company'|'deal'|'person', report_type:'standard', " +
         "dimension:{field:'<field_key>', is_custom_field:boolean, time_grouping?:'day'|'week'|'month'|'quarter'|'year'}, " +
         "measure:{aggregation:'COUNT'|'SUM'|'AVG'|'MIN'|'MAX', field:'*'|'<field_key>', is_custom_field:boolean}, " +
         "segment_by?:{field:'<field_key>', is_custom_field:boolean}, " +
@@ -1171,22 +1263,6 @@ export function createServer(apiKey) {
             return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
         }
     });
-    server.registerTool("lighthouse_reports_refresh_dashboard", {
-        title: "Refresh Dashboard Data",
-        description: "Refresh/fetch report data for all widgets in a dashboard. " +
-            "Returns a map of { widget_id: report_data } for each widget.",
-        inputSchema: {
-            id: z.string().uuid().describe("Dashboard ID"),
-        },
-    }, async (params) => {
-        try {
-            const res = await api.post(`/dashboards/${params.id}/refresh`);
-            return text(res);
-        }
-        catch (e) {
-            return err(`Failed: ${e instanceof Error ? e.message : String(e)}`);
-        }
-    });
     // ─── Reports: Widgets ────────────────────────────────────
     server.registerTool("lighthouse_reports_list_widgets", {
         title: "List Dashboard Widgets",
@@ -1219,10 +1295,6 @@ export function createServer(apiKey) {
                 .enum(["bar", "line", "pie", "table", "kpi", "funnel", "area"])
                 .describe("Visualization type"),
             config: z.record(z.unknown()).describe(WIDGET_CONFIG_DESCRIPTION),
-            position: z
-                .record(z.unknown())
-                .optional()
-                .describe("Grid position: {x: number, y: number, w: number, h: number}"),
         },
     }, async (params) => {
         try {
@@ -1248,7 +1320,6 @@ export function createServer(apiKey) {
                 .optional()
                 .describe("New visualization type"),
             config: z.record(z.unknown()).optional().describe(WIDGET_CONFIG_DESCRIPTION),
-            position: z.record(z.unknown()).optional().describe("New grid position: {x, y, w, h}"),
         },
     }, async (params) => {
         try {
@@ -1337,7 +1408,7 @@ export function createServer(apiKey) {
     // ─── Sharing: View Teams ──────────────────────────────────
     server.registerTool("lighthouse_crm_share_view_with_teams", {
         title: "Share View with Teams",
-        description: "Grant team-level access to a CRM view. Only the view owner can share. " +
+        description: "Grant team-level access to a CRM view or list view. Only the view owner can share. " +
             "Use lighthouse_workspace_list_teams to find team IDs first. " +
             "Requires views.share permission. " +
             "Returns formatted view: {id, name, entity_type, view_type, filters, sort, grouped_by, sharing, owner, shared_with_teams, created_at}.",
@@ -1357,7 +1428,7 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_revoke_view_from_teams", {
         title: "Revoke View Team Access",
-        description: "Revoke team-level access from a CRM view. Only the view owner can revoke. " +
+        description: "Revoke team-level access from a CRM view or list view. Only the view owner can revoke. " +
             "Requires views.share permission. " +
             "Returns formatted view: {id, name, entity_type, view_type, filters, sort, grouped_by, sharing, owner, shared_with_teams, created_at}.",
         inputSchema: {
@@ -1376,8 +1447,8 @@ export function createServer(apiKey) {
     });
     server.registerTool("lighthouse_crm_update_view_sharing", {
         title: "Update View Sharing Status",
-        description: "Change a CRM view's sharing visibility. Setting to 'private' also removes all team permissions. " +
-            "Only the view owner can change sharing. Requires views.share permission. " +
+        description: "Change a CRM view or list view's sharing visibility. Setting to 'private' also removes all team permissions. " +
+            "Automatically detects view type. Only the view owner can change sharing. Requires views.share permission. " +
             "Returns formatted view: {id, name, entity_type, view_type, filters, sort, grouped_by, sharing, owner, shared_with_teams, created_at}.",
         inputSchema: {
             id: z.string().uuid().describe("View ID"),

package/package.json

@@ -1,9 +1,12 @@
 {
   "name": "@trylighthouse/mcp-server",
-  "version": "0.1.4",
+  "version": "0.1.8",
   "description": "MCP server for the Lighthouse CRM API",
   "type": "module",
   "main": "./build/server.js",
+  "exports": {
+    ".": "./build/server.js"
+  },
   "bin": {
     "lighthouse-mcp": "./build/index.js"
   },