@velaro/mcp-server 0.6.74 → 0.6.76

package/README.md

@@ -119,6 +119,12 @@ This works with any MCP client that supports HTTP/SSE transport — including Cl
 | `bot_get` | Get full bot config including system prompt |
 | `bot_update_prompt` | Update a bot's system prompt |
 
+### CRM Mobile Fields
+| Tool | What It Does |
+|------|-------------|
+| `crm_mobile_fields_get` | Show which CRM fields the mobile app displays for NetSuite, Dynamics, Salesforce or HubSpot (mode, custom list, inherited info-panel list) |
+| `crm_mobile_fields_set` | Set the mode (inherit or custom) and the ordered custom field list; validated and audit-logged. Dynamics and HubSpot require the plan that includes them |
+
 ### Contacts
 | Tool | What It Does |
 |------|-------------|

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@velaro/mcp-server",
-  "version": "0.6.74",
+  "version": "0.6.76",
   "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

@@ -187,6 +187,18 @@ function execInsightsRange(days) {
 
 const messagingDel   = (path)       => messagingRequest('DELETE', path);
 
+// Skill-based routing CRUD helper for SkillRouting/{Skills|Assignments|Requirements}.
+async function skillRoutingCrud(resource, args, fields) {
+  const body = Object.fromEntries(Object.entries(fields).filter(([, v]) => v !== undefined));
+  switch (args.action) {
+    case 'list': return await messagingGet('/SkillRouting/' + resource);
+    case 'create': return await messagingPost('/SkillRouting/' + resource, body);
+    case 'update': return await messagingPut('/SkillRouting/' + resource + '/' + args.id, body);
+    case 'delete': return await messagingDel('/SkillRouting/' + resource + '/' + args.id);
+    default: throw new Error('action must be list|create|update|delete');
+  }
+}
+
 async function api(method, path, body, base = API_BASE) {
   // Normalize: a path without a leading slash would glue onto the host ("...comScraperJobs/...") and fail as "fetch failed".
   if (!path.startsWith('/')) path = '/' + path;
@@ -288,6 +300,7 @@ const MESSAGING_ADMIN_TOOLS = new Set([
   'workflow_create', 'workflow_list', 'workflow_get', 'workflow_toggle',
   'bot_create', 'bot_list', 'bot_get', 'bot_update_prompt', 'bot_set_knowledge',
   'ai_config_attach_index', 'call_pop_settings_get', 'call_pop_settings_set',
+  'crm_mobile_fields_get', 'crm_mobile_fields_set',
   'agent_list', 'team_list', 'conversation_list', 'conversation_get', 'conversation_search',
   'contact_search', 'contact_get', 'routing_list', 'routing_get', 'site_info',
   'ms_bookings_cancel_appointment', 'ms_bookings_check_availability_range', 'ms_bookings_reschedule_appointment',
@@ -771,6 +784,8 @@ const TOOLS = [
         startDate: { type: 'string', description: 'ISO date (defaults to 90 days ago)' },
         endDate:   { type: 'string', description: 'ISO date (defaults to today)' },
         groupBy:   { type: 'string', description: '"month" or "week" (default month)' },
+        deploymentId: { type: 'number', description: 'Optional website (deployment row id) filter' },
+        teamId:    { type: 'number', description: 'Optional team filter' },
       },
     },
   },
@@ -4986,6 +5001,21 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
     description: 'Get the Focus Inbox draft-pregeneration usage/cap report for this site -- whether the "Always Learning" background draft-pregeneration addon is entitled (EnableFocusDraftPregeneration), plus the live usage snapshot (used/max/percent) against the site\'s monthly draft-pregeneration cap. Use to check whether the addon is active and how close the site is to its cap.',
     inputSchema: { type: 'object', properties: {} },
   },
+  {"name":"sentiment_report","description":"Sentiment report (v20). kind = overview | breakdown | conversation-overview | conversation-breakdown | contact-overview | agent-breakdown. Optional deploymentId (website) and teamId filters, verified server-side against your site.","inputSchema":{"type":"object","properties":{"kind":{"type":"string","description":"overview (default), breakdown, conversation-overview, conversation-breakdown, contact-overview, agent-breakdown"},"startDate":{"type":"string","description":"ISO date (default 30 days ago)"},"endDate":{"type":"string","description":"ISO date (default now)"},"groupBy":{"type":"string","description":"day (default), week, month"},"excludeBots":{"type":"boolean"},"deploymentId":{"type":"number","description":"Optional website (deployment row id) filter; must belong to your site"},"teamId":{"type":"number","description":"Optional team filter"}}}},
+  {"name":"quality_agent_performance","description":"Conversation Quality agent performance (AI scores per agent). Optional deploymentId (website) and teamId filters.","inputSchema":{"type":"object","properties":{"days":{"type":"number","description":"Window in days (default 30)"},"deploymentId":{"type":"number","description":"Optional website (deployment row id) filter; must belong to your site"},"teamId":{"type":"number","description":"Optional team filter"}}}},
+  {"name":"keyword_intelligence_top","description":"Top keywords/phrases customers use over a date range. Optional groupBy, ngram size, limit, teamId, agentId, website.","inputSchema":{"type":"object","properties":{"from":{"type":"string"},"to":{"type":"string"},"groupBy":{"type":"string","description":"none (default) or a grouping dimension"},"ngram":{"type":"number","description":"Phrase length 1-3 (default 3)"},"limit":{"type":"number","description":"Default 50"},"teamId":{"type":"number"},"agentId":{"type":"number"},"website":{"type":"string"}},"required":["from","to"]}},
+  {"name":"keyword_intelligence_conversations","description":"Drill-down: conversations containing a keyword in a date range.","inputSchema":{"type":"object","properties":{"keyword":{"type":"string"},"from":{"type":"string"},"to":{"type":"string"},"teamId":{"type":"number"},"agentId":{"type":"number"}},"required":["keyword","from","to"]}},
+  {"name":"skill_routing_skills","description":"Skill-based routing: manage the skill catalog. action = list | create | update | delete. Requires the EnableSkillBasedRouting entitlement (403 otherwise).","inputSchema":{"type":"object","properties":{"action":{"type":"string"},"id":{"type":"number"},"name":{"type":"string"},"description":{"type":"string"}},"required":["action"]}},
+  {"name":"skill_routing_assignments","description":"Skill-based routing: assign skills to agents with proficiency 1-5. action = list | create | update | delete.","inputSchema":{"type":"object","properties":{"action":{"type":"string"},"id":{"type":"number"},"workspaceUserId":{"type":"number"},"agentSkillId":{"type":"number"},"proficiency":{"type":"number"}},"required":["action"]}},
+  {"name":"skill_routing_requirements","description":"Skill-based routing: required/preferred skills per deployment and/or team. action = list | create | update | delete. Update is partial. Requirements are disabled by default; set isEnabled true to turn on.","inputSchema":{"type":"object","properties":{"action":{"type":"string"},"id":{"type":"number"},"deploymentId":{"type":"number"},"teamId":{"type":"number"},"requiredSkillIds":{"type":"array","items":{"type":"number"}},"preferredSkillIds":{"type":"array","items":{"type":"number"}},"overflowWaitSeconds":{"type":"number"},"isEnabled":{"type":"boolean"}},"required":["action"]}},
+  {"name":"skill_routing_simulate","description":"Dry-run skill routing for a team: shows which agents would be narrowed to and why. Never assigns a conversation or writes the decision log.","inputSchema":{"type":"object","properties":{"teamId":{"type":"number"},"waitedSeconds":{"type":"number"}}}},
+  {"name":"qa_rubric","description":"Conversation Quality QA rubrics. action = list | get | default | create | update | delete. Pass rubric fields in \"rubric\". Requires EnableConversationQuality.","inputSchema":{"type":"object","properties":{"action":{"type":"string"},"id":{"type":"number"},"rubric":{"type":"object"}},"required":["action"]}},
+  {"name":"qa_low_scores","description":"Conversations scoring below the rubric threshold, for QA review.","inputSchema":{"type":"object","properties":{"threshold":{"type":"number"},"days":{"type":"number"},"agentId":{"type":"number"},"skip":{"type":"number"},"take":{"type":"number"}}}},
+  {"name":"ai_field_extraction_get_config","description":"Get the AI field extraction config (opt-in, default off; monthly cap). Requires the ai_field_extraction entitlement.","inputSchema":{"type":"object","properties":{}}},
+  {"name":"ai_field_extraction_update_config","description":"Update AI field extraction config (partial). enabled, monthlyCap (null = 500 default, hard ceiling 50000), createThemeTags.","inputSchema":{"type":"object","properties":{"enabled":{"type":"boolean"},"monthlyCap":{"type":"number"},"createThemeTags":{"type":"boolean"}}}},
+  {"name":"ai_field_extraction_correct_field","description":"Agent correction of an extracted field on a conversation.","inputSchema":{"type":"object","properties":{"conversationId":{"type":"number"},"fieldName":{"type":"string"},"value":{"type":"string"}},"required":["conversationId","fieldName","value"]}},
+  {"name":"qa_calibration","description":"QA calibration report (AI score vs human review) for the last N days.","inputSchema":{"type":"object","properties":{"days":{"type":"number"}}}},
+  {"name":"qa_alert_settings","description":"Get or set quality alert settings. Omit \"settings\" to read; pass it to update.","inputSchema":{"type":"object","properties":{"settings":{"type":"object"}}}},
 ];
 
 // ── IVR business-hours helper ─────────────────────────────────────────────────
@@ -5469,6 +5499,8 @@ async function handleTool(name, args) {
       if (args.startDate) qs.set('startDate', args.startDate);
       if (args.endDate)   qs.set('endDate', args.endDate);
       qs.set('groupBy', args.groupBy ?? 'month');
+      if (args.deploymentId != null) qs.set('deploymentId', String(args.deploymentId));
+      if (args.teamId != null) qs.set('teamId', String(args.teamId));
       return await messagingGet(`/Reports/chat-intelligence/themes?${qs.toString()}`);
     }
     case 'chat_intelligence_recommendations':
@@ -9859,6 +9891,72 @@ async function handleTool(name, args) {
       return JSON.stringify(result, null, 2);
     }
 
+
+    // -- Wave: sentiment / quality / keyword intelligence / skill routing / QA rubric --
+    case 'sentiment_report': {
+      const routes = { 'overview': 'sentiment-overview', 'breakdown': 'sentiment-breakdown', 'conversation-overview': 'conversation-sentiment-overview', 'conversation-breakdown': 'conversation-sentiment-breakdown', 'contact-overview': 'contact-sentiment-overview', 'agent-breakdown': 'agent-sentiment-breakdown' };
+      const kind = args.kind ?? 'overview';
+      if (!routes[kind]) throw new Error('kind must be one of: ' + Object.keys(routes).join(', '));
+      const end = args.endDate ? new Date(args.endDate) : new Date();
+      const start = args.startDate ? new Date(args.startDate) : new Date(end.getTime() - 30 * 86400000);
+      const body = { Start: start.toISOString(), End: end.toISOString(), GroupBy: args.groupBy ?? 'day', ExcludeBots: args.excludeBots === true };
+      if (args.deploymentId != null) body.DeploymentId = args.deploymentId;
+      if (args.teamId != null) body.TeamId = args.teamId;
+      return await messagingPost('/Reports/' + routes[kind], body);
+    }
+    case 'quality_agent_performance': {
+      const qs = new URLSearchParams({ days: String(args.days ?? 30) });
+      if (args.deploymentId != null) qs.set('deploymentId', String(args.deploymentId));
+      if (args.teamId != null) qs.set('teamId', String(args.teamId));
+      return await messagingGet('/api/admin/Reports/AgentPerformance?' + qs.toString());
+    }
+    case 'keyword_intelligence_top': {
+      const qs = new URLSearchParams({ from: args.from, to: args.to, groupBy: args.groupBy ?? 'none', ngram: String(args.ngram ?? 3), limit: String(args.limit ?? 50) });
+      for (const k of ['teamId', 'agentId', 'website']) if (args[k] != null) qs.set(k, String(args[k]));
+      return await messagingGet('/api/keyword-intelligence/top?' + qs.toString());
+    }
+    case 'keyword_intelligence_conversations': {
+      const qs = new URLSearchParams({ keyword: args.keyword, from: args.from, to: args.to });
+      for (const k of ['teamId', 'agentId']) if (args[k] != null) qs.set(k, String(args[k]));
+      return await messagingGet('/api/keyword-intelligence/conversations?' + qs.toString());
+    }
+    case 'skill_routing_skills':
+      return await skillRoutingCrud('Skills', args, { Name: args.name, Description: args.description });
+    case 'skill_routing_assignments':
+      return await skillRoutingCrud('Assignments', args, { WorkspaceUserId: args.workspaceUserId, AgentSkillId: args.agentSkillId, Proficiency: args.proficiency });
+    case 'skill_routing_requirements':
+      return await skillRoutingCrud('Requirements', args, { DeploymentId: args.deploymentId, TeamId: args.teamId, RequiredSkillIds: args.requiredSkillIds, PreferredSkillIds: args.preferredSkillIds, OverflowWaitSeconds: args.overflowWaitSeconds, IsEnabled: args.isEnabled });
+    case 'skill_routing_simulate':
+      return await messagingPost('/SkillRouting/Simulate', { TeamId: args.teamId ?? null, WaitedSeconds: args.waitedSeconds ?? null });
+    case 'qa_rubric': {
+      const a = args.action;
+      if (a === 'list') return await messagingGet('/api/admin/QualityQa/rubrics');
+      if (a === 'default') return await messagingGet('/api/admin/QualityQa/rubrics/default');
+      if (a === 'get') return await messagingGet('/api/admin/QualityQa/rubrics/' + args.id);
+      if (a === 'create') return await messagingPost('/api/admin/QualityQa/rubrics', args.rubric ?? {});
+      if (a === 'update') return await messagingPut('/api/admin/QualityQa/rubrics/' + args.id, args.rubric ?? {});
+      if (a === 'delete') return await messagingDel('/api/admin/QualityQa/rubrics/' + args.id);
+      throw new Error('action must be list|get|default|create|update|delete');
+    }
+    case 'qa_low_scores': {
+      const qs = new URLSearchParams({ days: String(args.days ?? 30), skip: String(args.skip ?? 0), take: String(args.take ?? 50) });
+      if (args.threshold != null) qs.set('threshold', String(args.threshold));
+      if (args.agentId != null) qs.set('agentId', String(args.agentId));
+      return await messagingGet('/api/admin/QualityQa/low-scores?' + qs.toString());
+    }
+    case 'ai_field_extraction_get_config':
+      return await messagingGet('/AiFieldExtraction/Config');
+    case 'ai_field_extraction_update_config': {
+      const body = Object.fromEntries(Object.entries({ Enabled: args.enabled, MonthlyCap: args.monthlyCap, CreateThemeTags: args.createThemeTags }).filter(([, v]) => v !== undefined));
+      return await messagingPut('/AiFieldExtraction/Config', body);
+    }
+    case 'ai_field_extraction_correct_field':
+      return await messagingPut('/AiFieldExtraction/Conversation/' + args.conversationId + '/Fields/' + encodeURIComponent(args.fieldName), { Value: args.value });
+    case 'qa_calibration':
+      return await messagingGet('/api/admin/QualityQa/calibration?days=' + (args.days ?? 90));
+    case 'qa_alert_settings':
+      return args.settings ? await messagingPut('/api/admin/QualityQa/alert-settings', args.settings) : await messagingGet('/api/admin/QualityQa/alert-settings');
+
     default:
       throw new Error(`Unknown tool: ${name}`);
   }