@velaro/mcp-server 0.6.14 → 0.6.16

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@velaro/mcp-server",
-  "version": "0.6.14",
+  "version": "0.6.16",
   "description": "Velaro MCP server — connect Claude and other AI agents directly to your Velaro account: KB, workflows, bots, conversations, contacts, routing, and more.",
   "type": "module",
   "bin": {

package/server.js

@@ -1144,6 +1144,25 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
       required: ['id'],
     },
   },
+  {
+    name: 'contacts_timeline',
+    description: "Merged chronological activity feed for a contact in Velaro's native Contacts CRM (notes, campaign emails sent, broadcast emails received) -- server/Velaro.Admin/Controllers/ContactsController.cs.",
+    inputSchema: {
+      type: 'object',
+      properties: { id: { type: 'number', description: 'Contact ID' } },
+      required: ['id'],
+    },
+  },
+  {
+    name: 'contacts_tags_list',
+    description: "List all contact tags defined for this site, in Velaro's native Contacts CRM.",
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'contactlist_get',
+    description: 'List all marketing contact lists for this site, with member counts and sync status (server/Velaro.Admin/Controllers/ContactListController.cs).',
+    inputSchema: { type: 'object', properties: {} },
+  },
 
   // ── Agents ────────────────────────────────────────────────────────────────
   {
@@ -1593,6 +1612,56 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
       },
     },
   },
+  {
+    name: 'report_schedules_get',
+    description: 'List the recurring report email schedules configured for this site (Reports/Schedules) — report type, frequency, recipients, enabled state.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'report_schedule_upsert',
+    description: 'Create or update the recurring email schedule for one report type. Creates if it does not exist yet, otherwise updates in place.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        reportType:      { type: 'string', description: 'Report type key, e.g. account-overview | agent-utilization | compliance' },
+        frequency:       { type: 'string', enum: ['daily', 'weekly', 'bi-monthly', 'monthly'], description: 'How often to send. Default on create: monthly' },
+        recipientEmails: { type: 'string', description: 'Comma-separated recipient email addresses' },
+        isEnabled:       { type: 'boolean', description: 'Enable or disable this schedule' },
+      },
+      required: ['reportType', 'isEnabled'],
+    },
+  },
+  {
+    name: 'report_export_status',
+    description: 'Check the status of a queued async report export (Reports/ExportStatus/{id}) — pending/processing/completed/failed and the download URL once ready.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        exportId: { type: 'number', description: 'Export job ID returned by report_export_start' },
+      },
+      required: ['exportId'],
+    },
+  },
+  {
+    name: 'report_my_exports',
+    description: 'List recent async report export jobs for this site (last 30 days, most recent first).',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'report_export_start',
+    description: 'Queue a large/long-range report export as a background job. A time-limited download link is emailed to the requester once ready; poll report_export_status to check progress.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        startDate:      { type: 'string', description: 'ISO 8601 start date' },
+        endDate:        { type: 'string', description: 'ISO 8601 end date' },
+        reportType:     { type: 'string', description: 'account-overview | agent-utilization | compliance (default account-overview)' },
+        format:         { type: 'string', enum: ['xlsx', 'csv'], description: 'Output format. Default: xlsx' },
+        recipientEmail: { type: 'string', description: 'Override recipient email (default: the authenticated user)' },
+      },
+      required: ['startDate', 'endDate'],
+    },
+  },
   {
     name: 'report_campaign_performance',
     description: 'Email campaign performance: open rate, click rate, delivery rate, complaint rate per campaign + aggregate KPIs.',
@@ -4600,6 +4669,29 @@ async function handleTool(name, args) {
     case 'contact_get':
       return await rpc('contact_get', args);
 
+    // GET Contacts/{id}/Timeline -> ContactsController.GetTimeline
+    case 'contacts_timeline': {
+      if (!args.id) return 'Error: id is required.';
+      const events = await api('GET', `/Contacts/${args.id}/Timeline`);
+      const list = Array.isArray(events) ? events : (events?.items ?? []);
+      if (!list.length) return 'No timeline activity for this contact.';
+      return list.map(e => `[${e.timestamp ?? e.date ?? '—'}] ${e.type ?? e.eventType ?? 'event'}: ${e.summary ?? e.description ?? ''}`).join('\n');
+    }
+
+    // GET Contacts/Tags -> ContactsController.GetTags
+    case 'contacts_tags_list': {
+      const tags = await api('GET', '/Contacts/Tags');
+      if (!tags.length) return 'No contact tags defined for this site.';
+      return tags.map(t => `#${t.id} ${t.name} (${t.color})`).join('\n');
+    }
+
+    // GET ContactLists -> ContactListController.GetLists
+    case 'contactlist_get': {
+      const lists = await api('GET', '/ContactLists');
+      if (!lists.length) return 'No contact lists yet.';
+      return lists.map(l => `#${l.id} ${l.name} — ${l.memberCount} member(s)${l.syncSource ? ` [${l.syncSource}]` : ''}`).join('\n');
+    }
+
     // ── Agents ─────────────────────────────────────────────────────────────
     case 'agent_list':
       return await rpc('agent_list', args);
@@ -5320,6 +5412,62 @@ async function handleTool(name, args) {
       return lines.join('\n');
     }
 
+    case 'report_schedules_get': {
+      const rows = await api('GET', '/Reports/Schedules');
+      if (!Array.isArray(rows) || !rows.length) return 'No scheduled reports configured for this site.';
+      return rows.map(s =>
+        `${s.reportType}: ${s.isEnabled ? 'enabled' : 'disabled'}, ${s.frequency} -> ${s.recipientEmails || '(no recipients)'}`
+      ).join('\n');
+    }
+
+    case 'report_schedule_upsert': {
+      if (!args.reportType) return 'Error: reportType is required.';
+      if (typeof args.isEnabled !== 'boolean') return 'Error: isEnabled is required.';
+      const result = await api('PUT', '/Reports/Schedules', {
+        reportType:      args.reportType,
+        frequency:       args.frequency,
+        recipientEmails: args.recipientEmails,
+        isEnabled:       args.isEnabled,
+      });
+      return result?.saved
+        ? `✅ Schedule saved for report type "${args.reportType}".`
+        : `Failed to save schedule for "${args.reportType}".`;
+    }
+
+    case 'report_export_status': {
+      if (!args.exportId) return 'Error: exportId is required.';
+      const s = await api('GET', `/Reports/ExportStatus/${args.exportId}`);
+      if (s?.error) return `Export #${args.exportId}: ${s.error}`;
+      return [
+        `Export #${s.id}: ${s.status}`,
+        `Type: ${s.reportType} (${s.format})`,
+        `Range: ${s.startDate} -> ${s.endDate}`,
+        s.downloadUrl ? `Download: ${s.downloadUrl}` : 'Download link not ready yet.',
+        s.errorMessage ? `Error: ${s.errorMessage}` : null,
+      ].filter(Boolean).join('\n');
+    }
+
+    case 'report_my_exports': {
+      const rows = await api('GET', '/Reports/MyExports');
+      if (!Array.isArray(rows) || !rows.length) return 'No report exports in the last 30 days.';
+      return rows.map(e =>
+        `#${e.id} ${e.status} ${e.reportType} (${e.startDate} -> ${e.endDate})${e.isExpired ? ' [expired]' : ''}`
+      ).join('\n');
+    }
+
+    case 'report_export_start': {
+      if (!args.startDate || !args.endDate) return 'Error: startDate and endDate are required.';
+      const result = await api('POST', '/Reports/ExportAsync', {
+        startDate:      args.startDate,
+        endDate:        args.endDate,
+        reportType:     args.reportType,
+        format:         args.format,
+        recipientEmail: args.recipientEmail,
+      });
+      if (result?.error) return `Failed to queue export: ${result.error}`;
+      return `Export queued (id ${result.exportId}). ${result.message}`;
+    }
+
     case 'call_center_report': {
       const qs = [
         args.startDate ? `start=${args.startDate}` : '',