@velaro/mcp-server 0.6.99 → 0.6.101

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@velaro/mcp-server",
-  "version": "0.6.99",
+  "version": "0.6.101",
   "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

@@ -842,18 +842,19 @@ const TOOLS = [
         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' },
+        includeSecondary: { type: 'boolean', description: 'Also return secondary topics per conversation (needs the site multi-topic setting on). Response becomes { report, secondary: [{ theme, conversations, avgConfidence }] }.' },
       },
     },
   },
   {
     name: 'canned_learning_suggestions',
     description: 'List AI-proposed canned message improvements awaiting human review (learned from low ratings and never-used messages). Each row shows currentText, proposedText, the reason, the signals it learned from, and a review state (pending_review, approved, rejected, rolled_back). Intelligence Suite entitlement required.',
-    inputSchema: { type: 'object', properties: { state: { type: 'string', description: 'pending_review (default), approved, rejected, rolled_back, or all' } } },
+    inputSchema: { type: 'object', properties: { state: { type: 'string', description: 'pending_review (default), approved, rejected, rolled_back, or all' }, teamId: { type: 'number', description: 'Only suggestions for canned responses on this team. Team managers only ever see their own teams.' } } },
   },
   {
     name: 'canned_learning_generate',
-    description: 'Analyze this site canned message usage and ratings and queue AI-proposed improvements for human review. Nothing changes until approved. Capped at 5 messages per run and one run per day; text is PII-redacted before it reaches the model.',
-    inputSchema: { type: 'object', properties: {} },
+    description: 'Analyze this site canned message usage and ratings and queue AI-proposed improvements for human review. Nothing changes until approved. Capped at 5 messages per run and one run per day (per team when teamId is given); text is PII-redacted before it reaches the model. Team managers must pass a teamId they manage.',
+    inputSchema: { type: 'object', properties: { teamId: { type: 'number', description: 'Only generate for canned responses on this team' } } },
   },
   {
     name: 'canned_learning_approve',
@@ -868,6 +869,11 @@ const TOOLS = [
   {
     name: 'canned_learning_edit_summary',
     description: 'Which canned messages agents edit most before sending (last 90 days): canned response id, shortcut, edit count and average similarity of the sent text to the original. This is the edited-before-send evidence the weekly canned message learning job uses. Intelligence Suite entitlement required.',
+    inputSchema: { type: 'object', properties: { teamId: { type: 'number', description: 'Only canned responses on this team' } } },
+  },
+  {
+    name: 'canned_learning_teams',
+    description: 'Teams the caller can review canned message learning for: every site team for a site supervisor, only managed teams for a team manager. Use the ids as teamId on the other canned_learning tools.',
     inputSchema: { type: 'object', properties: {} },
   },
   {
@@ -890,6 +896,16 @@ const TOOLS = [
     description: 'Replace the active topic list (max 60 topics, 60 chars each, duplicates removed). Used for new classifications only; existing history is untouched. Optionally load a template first with industry.',
     inputSchema: { type: 'object', properties: { topics: { type: 'array', items: { type: 'string' } }, industry: { type: 'string', description: 'Load a template instead: insurance, healthcare, retail, ecommerce, financial, saas, government, manufacturing' } } },
   },
+  {
+    name: 'chat_topics_settings_get',
+    description: 'Chat Intelligence multi-topic site setting: { themeMultiTopicEnabled (default off), themeReEvalEveryNMessages (1-50, default 5) }. Customer-writable by site supervisors.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'chat_topics_settings_set',
+    description: 'Turn multi-topic tracking on or off for this site and/or set how many new visitor messages trigger a topic re-check (1-50). Partial and idempotent: omit a field to leave it unchanged. Supervisor only.',
+    inputSchema: { type: 'object', properties: { themeMultiTopicEnabled: { type: 'boolean' }, themeReEvalEveryNMessages: { type: 'number' } } },
+  },
   {
     name: 'chat_topics_edit',
     description: 'Merge, rename, retire or group topics. Applied when reports are read, so history follows the new names with zero AI cost. op = merge|rename|retire|group; from = topic names; to = target (merge/rename); group = group name (empty clears).',
@@ -1134,10 +1150,25 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
   },
   {
     name: 'survey_upsert',
-    description: 'Create (omit id or set id=0) or update (set id) a survey. body must be the full SurveyViewModel JSON shape (id, name, questions[], each question with type/text/options/required/variable/etc.). Use survey_get on an existing survey to fetch this full shape as a template rather than guessing the question schema from scratch.',
-    inputSchema: {
-      type: 'object',
-      properties: { body: { type: 'object', description: 'Full SurveyViewModel JSON' } },
+    description: 'Create (omit id or set id=0) or update (set id) a survey. body must be the full SurveyViewModel JSON shape (id, name, questions[], each question with type/text/options/required/variable/etc.). Use survey_get on an existing survey to fetch this full shape as a template rather than guessing the question schema from scratch. Each question also accepts isThemeAnchor (boolean, default false: this answer sets the Chat Intelligence topic) and themeMapping (string: JSON object mapping answer text to a site topic, e.g. "{\\"Pay my bill\\":\\"Billing Questions\\"}"). Both only take effect when the site has the multi-topic setting on.',
+    inputSchema: {
+      type: 'object',
+      properties: { body: {
+        type: 'object',
+        description: 'Full SurveyViewModel JSON',
+        properties: {
+          questions: {
+            type: 'array',
+            items: {
+              type: 'object',
+              properties: {
+                isThemeAnchor: { type: 'boolean', description: 'Use the answer to this question as the Chat Intelligence topic (default false)' },
+                themeMapping: { type: 'string', description: 'JSON object string mapping answer text to a site topic; invalid or empty is stored as null' },
+              },
+            },
+          },
+        },
+      } },
       required: ['body'],
     },
   },
@@ -1557,6 +1588,23 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
     },
   },
 
+  // ── Dynamics per-team overrides (effective = team override ?? connection default) ──
+  {
+    name: 'dynamics_team_overrides_get',
+    description: 'List per-team (group) Dynamics overrides of custom field mappings and activity type for a Dynamics config, plus the config\'s own "apply to all groups" defaults. Site is resolved server-side.',
+    inputSchema: { type: 'object', properties: { configId: { type: 'number' } }, required: ['configId'] },
+  },
+  {
+    name: 'dynamics_team_overrides_set',
+    description: 'Create/update one team\'s Dynamics override. Apply-if-present: omitted fields are unchanged; an empty string clears that field back to the default. Fields: activityLogicalName (e.g. phonecall, task), customFieldMappingsJson (JSON array string).',
+    inputSchema: { type: 'object', properties: { configId: { type: 'number' }, teamId: { type: 'number' }, activityLogicalName: { type: 'string' }, customFieldMappingsJson: { type: 'string' } }, required: ['configId', 'teamId'] },
+  },
+  {
+    name: 'dynamics_team_overrides_reset',
+    description: 'Reset a team to the Dynamics default (removes its override).',
+    inputSchema: { type: 'object', properties: { configId: { type: 'number' }, teamId: { type: 'number' } }, required: ['configId', 'teamId'] },
+  },
+
   // ── Teams ─────────────────────────────────────────────────────────────────
   {
     name: 'team_list',
@@ -2155,6 +2203,62 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
       required: ['fromIndex', 'toIndex'],
     },
   },
+  {
+    name: 'safety_events_list',
+    description: "List the site's safety events (emergency, emergency_unconfirmed, therapy_setting_change, fail_closed, output_guardrail_block, visitor_report, off_topic_attempt). Needs the EnableTroubleshootingKnowledge entitlement. Wraps GET SafetyEvents; the site comes from the caller auth, never an argument.",
+    inputSchema: {
+      type: 'object',
+      properties: {
+        from:   { type: 'string', description: 'ISO start date/time' },
+        to:     { type: 'string', description: 'ISO end date/time' },
+        type:   { type: 'string', description: 'One event type' },
+        status: { type: 'string', enum: ['open', 'acknowledged'] },
+        take:   { type: 'number', description: 'Page size, default 25' },
+        skip:   { type: 'number', description: 'Rows to skip, default 0' },
+      },
+    },
+  },
+  {
+    name: 'safety_events_summary',
+    description: 'Per-day and total safety event counts by type for the last N days (default 7). Wraps GET SafetyEvents/summary.',
+    inputSchema: { type: 'object', properties: { days: { type: 'number', description: 'Default 7, e.g. 30' } } },
+  },
+  {
+    name: 'safety_event_ack',
+    description: 'Mark one safety event as reviewed. Wraps POST SafetyEvents/{id}/acknowledge.',
+    inputSchema: { type: 'object', properties: { id: { type: 'string' } }, required: ['id'] },
+  },
+  {
+    name: 'safety_settings_get',
+    description: 'Get the safety alert settings: enabled, emailRecipients, smsRecipients, immediateTypes, digest (off|daily|weekly), threshold {count, windowMinutes}. Wraps GET SafetyEvents/settings.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'safety_settings_set',
+    description: 'Change the safety alert settings. Only the fields you pass change; the rest keep their current value. Wraps PUT SafetyEvents/settings (reads the current settings first).',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        enabled:         { type: 'boolean' },
+        emailRecipients: { type: 'array', items: { type: 'string' } },
+        smsRecipients:   { type: 'array', items: { type: 'string' }, description: 'E.164 numbers, e.g. +15551234567' },
+        immediateTypes:  { type: 'array', items: { type: 'string' }, description: 'Event types that alert right away' },
+        digest:          { type: 'string', enum: ['off', 'daily', 'weekly'] },
+        thresholdCount:  { type: 'number', description: 'Alert when this many events happen inside the window. 0 turns it off.' },
+        thresholdWindowMinutes: { type: 'number', description: '1 to 10080' },
+      },
+    },
+  },
+  {
+    name: 'safety_settings_test',
+    description: 'Send a test safety alert to the configured recipients. Wraps POST SafetyEvents/settings/test.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'safety_need_help',
+    description: 'Tell the Velaro team the bot is going off the rails and you need help now. Wraps POST SafetyEvents/need-help.',
+    inputSchema: { type: 'object', properties: { message: { type: 'string', description: 'What is happening' } }, required: ['message'] },
+  },
   {
     name: 'index_move_status',
     description: 'Status of one move (moveId) or the recent moves (omit moveId): status, per-document progress, canResume/canAbort/canUndo. Wraps GET IndexMove/Moves[/{id}].',
@@ -2867,6 +2971,25 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
     },
   },
 
+  // ── Chat Window launcher copy (per-page launcher label + greeting) ─────────
+  {
+    name: 'chat_window_list',
+    description: 'List chat windows for this site with the launcher label (launcherText) and greeting. Point a Select Chat Window workflow node or Determine Experience Bundle rule at a window to show its label and greeting on specific pages.',
+    inputSchema: { type: 'object', properties: {}, required: [] },
+  },
+  {
+    name: 'chat_window_set_launcher_copy',
+    description: 'Set the launcher label (the text pill on the chat button, max 60 chars) and/or the opening greeting (max 256 chars) on one chat window. Omitted fields are left unchanged; an empty string clears the field and the widget falls back to its default. For per-page copy, create one chat window per page type (and per language) and select it with a Select Chat Window workflow node.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        id: { type: 'number', description: 'Chat window ID (see chat_window_list)' },
+        launcherText: { type: 'string', description: 'Launcher label, e.g. "Troubleshoot my device"' },
+        greeting: { type: 'string', description: 'Opening greeting shown when the window opens' },
+      },
+      required: ['id'],
+    },
+  },
   // ── Page Widget Containers ────────────────────────────────────────────────
   {
     name: 'widget_container_list',
@@ -3394,6 +3517,18 @@ For multiSelect dynamic options: the variable named in dynamicOptionsVariable mu
     },
   },
 
+  // -- Image Analysis (analyze_image) limits (superadmin) --
+  {
+    name: 'image_analysis_limits',
+    description: 'Show a customer site Image Analysis (photo analysis) add-on limits: entitlement, monthly cap (MaxImageAnalysesPerMonth), usage this month, per-chat cap and extra-block size. Velaro admin only. To change the cap use support_set_limit with key MaxImageAnalysesPerMonth.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        siteId: { type: 'number', description: 'Site ID to check' },
+      },
+      required: ['siteId'],
+    },
+  },
   // ── AI Video Avatar management (superadmin) ────────────────────────────────
   {
     name: 'avatar_get_config',
@@ -6318,6 +6453,7 @@ async function handleTool(name, args) {
       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));
+      if (args.includeSecondary === true) qs.set('includeSecondary', 'true');
       return await messagingGet(`/Reports/chat-intelligence/themes?${qs.toString()}`);
     }
     case 'chat_topics_get':
@@ -6326,6 +6462,13 @@ async function handleTool(name, args) {
       return args.industry
         ? await messagingPost('/ChatIntelligenceTopics/template', { industry: args.industry })
         : await messagingPut('/ChatIntelligenceTopics', { topics: args.topics ?? [] });
+    case 'chat_topics_settings_get':
+      return await messagingGet('/ChatIntelligenceTopics/settings');
+    case 'chat_topics_settings_set':
+      return await messagingPut('/ChatIntelligenceTopics/settings', {
+        themeMultiTopicEnabled: typeof args.themeMultiTopicEnabled === 'boolean' ? args.themeMultiTopicEnabled : null,
+        themeReEvalEveryNMessages: typeof args.themeReEvalEveryNMessages === 'number' ? args.themeReEvalEveryNMessages : null,
+      });
     case 'chat_topics_edit':
       return await messagingPost('/ChatIntelligenceTopics/mapping', { ops: [{ op: args.op, from: args.from ?? [], to: args.to ?? null, group: args.group ?? null }] });
     case 'chat_topics_group_suggestions':
@@ -6343,15 +6486,17 @@ async function handleTool(name, args) {
       if (args.confirm) return await messagingPost('/ChatIntelligenceTopics/analysis', { confirm: true });
       return { estimate: await messagingGet('/ChatIntelligenceTopics/analysis/estimate'), cached: await messagingGet('/ChatIntelligenceTopics/analysis') };
     case 'canned_learning_suggestions':
-      return await messagingGet(`/CannedLearning/suggestions?state=${encodeURIComponent(args.state ?? 'pending_review')}`);
+      return await messagingGet(`/CannedLearning/suggestions?state=${encodeURIComponent(args.state ?? 'pending_review')}${args.teamId != null ? `&teamId=${encodeURIComponent(args.teamId)}` : ''}`);
     case 'canned_learning_generate':
-      return await messagingPost('/CannedLearning/generate', {});
+      return await messagingPost('/CannedLearning/generate', { teamId: args.teamId ?? null });
+    case 'canned_learning_teams':
+      return await messagingGet('/CannedLearning/teams');
     case 'canned_learning_approve':
       return await messagingPost(`/CannedLearning/suggestions/${args.suggestionId}/approve`, { editedText: args.editedText ?? null });
     case 'canned_learning_reject':
       return await messagingPost(`/CannedLearning/suggestions/${args.suggestionId}/reject`, {});
     case 'canned_learning_edit_summary':
-      return await messagingGet('/CannedLearning/edit-events');
+      return await messagingGet(`/CannedLearning/edit-events${args.teamId != null ? `?teamId=${encodeURIComponent(args.teamId)}` : ''}`);
     case 'canned_learning_record_edit':
       return await messagingPost('/CannedLearning/edit-events', { cannedResponseId: args.cannedResponseId, finalText: args.finalText });
     case 'canned_learning_rollback':
@@ -6911,6 +7056,19 @@ async function handleTool(name, args) {
       return await api('PUT', '/TeamsBot/PushSettings', body);
     }
 
+    case 'dynamics_team_overrides_get':
+      return await api('GET', `/Dynamics/Configs/${Number(args.configId)}/team-overrides`);
+
+    case 'dynamics_team_overrides_set': {
+      const body = {};
+      for (const k of ['activityLogicalName', 'customFieldMappingsJson'])
+        if (args[k] !== undefined) body[k] = args[k];
+      return await api('PUT', `/Dynamics/Configs/${Number(args.configId)}/team-overrides/${Number(args.teamId)}`, body);
+    }
+
+    case 'dynamics_team_overrides_reset':
+      return await api('DELETE', `/Dynamics/Configs/${Number(args.configId)}/team-overrides/${Number(args.teamId)}`);
+
     case 'teams_channel_config_get':
       return await api('GET', '/TeamsBot/ChannelConfig');
 
@@ -7769,6 +7927,35 @@ async function handleTool(name, args) {
       const r = await messagingPost('/IndexMove/Split/Execute', body);
       return JSON.stringify(r, null, 2);
     }
+    case 'safety_events_list': {
+      const q = new URLSearchParams();
+      for (const k of ['from', 'to', 'type', 'status']) if (args[k]) q.set(k, String(args[k]));
+      q.set('take', String(args.take ?? 25));
+      q.set('skip', String(args.skip ?? 0));
+      return JSON.stringify(await messagingGet(`/SafetyEvents?${q}`), null, 2);
+    }
+    case 'safety_events_summary':
+      return JSON.stringify(await messagingGet(`/SafetyEvents/summary?days=${Number(args.days) || 7}`), null, 2);
+    case 'safety_event_ack':
+      return JSON.stringify(await messagingPost(`/SafetyEvents/${encodeURIComponent(args.id)}/acknowledge`), null, 2);
+    case 'safety_settings_get':
+      return JSON.stringify(await messagingGet('/SafetyEvents/settings'), null, 2);
+    case 'safety_settings_set': {
+      const cur = (await messagingGet('/SafetyEvents/settings')) ?? {};
+      const next = { ...cur };
+      for (const k of ['enabled', 'emailRecipients', 'smsRecipients', 'immediateTypes', 'digest']) if (args[k] !== undefined) next[k] = args[k];
+      if (args.thresholdCount !== undefined || args.thresholdWindowMinutes !== undefined) {
+        next.threshold = {
+          count: args.thresholdCount ?? cur.threshold?.count ?? 0,
+          windowMinutes: args.thresholdWindowMinutes ?? cur.threshold?.windowMinutes ?? 60,
+        };
+      }
+      return JSON.stringify(await messagingPut('/SafetyEvents/settings', next), null, 2);
+    }
+    case 'safety_settings_test':
+      return JSON.stringify(await messagingPost('/SafetyEvents/settings/test'), null, 2);
+    case 'safety_need_help':
+      return JSON.stringify(await messagingPost('/SafetyEvents/need-help', { message: args.message }), null, 2);
     case 'index_move_status': {
       const r = await messagingGet(args.moveId
         ? `/IndexMove/Moves/${encodeURIComponent(args.moveId)}`
@@ -8723,6 +8910,23 @@ async function handleTool(name, args) {
       ).join('\n');
     }
 
+    case 'chat_window_list': {
+      const r = (await messagingGet('/ChatWindow/list')) ?? [];
+      return JSON.stringify(r.map((w) => ({
+        id: w.id, name: w.name, language: w.languageConfig?.language,
+        launcherText: w.styleConfig?.launcherText ?? null, greeting: w.languageConfig?.greeting ?? null,
+      })), null, 2);
+    }
+
+    case 'chat_window_set_launcher_copy': {
+      if (!args.id) throw new Error('id is required');
+      const body = {};
+      if (args.launcherText !== undefined) body.launcherText = args.launcherText;
+      if (args.greeting !== undefined) body.greeting = args.greeting;
+      if (!Object.keys(body).length) throw new Error('provide launcherText and/or greeting');
+      return JSON.stringify(await messagingPut(`/ChatWindow/${args.id}/launcher-copy`, body), null, 2);
+    }
+
     case 'widget_container_get': {
       const c = await api('GET', `/PageWidgetContainers/${args.id}`);
       return JSON.stringify(c, null, 2);
@@ -9147,6 +9351,18 @@ async function handleTool(name, args) {
     }
 
     // ── AI Video Avatar ────────────────────────────────────────────────────
+    // -- Image Analysis limits --
+    case 'image_analysis_limits': {
+      const d = await api('GET', `/ImageAnalysisLimits/superadmin?siteId=${args.siteId}`);
+      return [
+        `Site ${args.siteId}: Image Analysis ${d.entitled === null ? 'entitlement unknown' : d.entitled ? 'ENTITLED' : 'NOT entitled'}`,
+        `  Monthly cap:      ${d.monthlyCap} (effective ${d.effectiveMonthlyCap}, hard cap, no automatic overage)`,
+        `  Used this month:  ${d.usedThisMonth === null ? 'unknown' : d.usedThisMonth}`,
+        `  Per-chat cap:     ${d.perConversationCap}`,
+        `  Extra block size: ${d.blockSize}`,
+      ].join('\n');
+    }
+
     case 'avatar_get_config': {
       const data = await api('GET', `/Avatar/superadmin/status?siteId=${args.siteId}`);
       if (!data.configured) return `Site ${args.siteId}: AI Video Avatar NOT configured (no saved config).`;