@velaro/mcp-server 2.0.12 → 2.0.13

package/README.md

@@ -158,7 +158,9 @@ This works with any MCP client that supports HTTP/SSE transport — including Cl
 | Tool | What It Does |
 |------|-------------|
 | `signature_policy_get` | Read the company email signature policy: mode, company signature, legal disclaimer, per-team overrides (admin only) |
-| `signature_policy_set` | Change the signature policy (locked, company-default or personal-only), the company signature, the optional legal disclaimer, company-wide or for one team (admin only) |
+| `signature_policy_set` | Change the signature policy (locked, company-default or personal-only), the company signature, the optional legal disclaimer, the name line (real or display name, agent and/or team name), the team and agent override switches, company-wide or for one team (admin only) |
+| `signature_policy_history` | List saved versions of the signature policy, newest first (admin only) |
+| `signature_policy_rollback` | Restore a saved version of the signature policy as a new version (site administrators only) |
 
 ### Live Operations
 | Tool | What It Does |

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@velaro/mcp-server",
-  "version": "2.0.12",
+  "version": "2.0.13",
   "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

@@ -439,9 +439,25 @@ const TOOLS = [
         corporateSignature: { type: ['string', 'null'], description: 'Company signature HTML, max 4000 characters. Empty or null clears it.' },
         disclaimerEnabled:  { type: ['boolean', 'null'], description: 'Turn the legal disclaimer on or off. null follows the company-wide choice. Off by default.' },
         disclaimerText:     { type: ['string', 'null'], description: 'Legal disclaimer text, max 2000 characters. Empty or null clears it.' },
+        nameFormat:         { type: ['string', 'null'], enum: ['none', 'name', 'team', 'name_and_team', 'default', null], description: 'Name line added above the signature: none | name | team | name_and_team. default/null inherits. Platform default is none.' },
+        nameSource:         { type: ['string', 'null'], enum: ['real_name', 'display_name', 'default', null], description: 'Which name the name line uses. The display name falls back to the real name when the agent has none. Platform default is real_name.' },
+        teamLabel:          { type: ['string', 'null'], description: 'Team name shown by the team formats, max 100 characters (for example Customer Support). Empty or null uses the routing group name.' },
+        allowTeamOverrides: { type: ['boolean', 'null'], description: 'Company-wide row only: may team admins change group signature settings. null = allowed.' },
+        allowAgentOverrides:{ type: ['boolean', 'null'], description: 'Company-wide row only: may agents choose their own name line (never while locked). null = allowed.' },
+        applyTo:            { type: 'string', enum: ['inheritingGroups', 'allGroups', 'newGroupsOnly'], description: 'Company-wide row only: how a name line change reaches existing groups.' },
       },
     },
   },
+  {
+    name: 'signature_policy_history',
+    description: 'List saved versions of the signature policy for the company-wide row (teamId 0) or one team, newest first, with who changed it and when. Admin only.',
+    inputSchema: { type: 'object', properties: { teamId: { type: 'integer', description: '0 = company-wide (default)' } } },
+  },
+  {
+    name: 'signature_policy_rollback',
+    description: 'Restore a saved version of the signature policy (site administrators only). The restored settings are saved as a NEW version. Use signature_policy_history to find the versionId.',
+    inputSchema: { type: 'object', properties: { versionId: { type: 'integer' } }, required: ['versionId'] },
+  },
   {
     name: 'kb_list_topics',
     description: 'List all KB topics. Call this first to find the topicId needed for creating articles.',
@@ -5009,7 +5025,35 @@ async function handleTool(name, args) {
         corporateSignature: cur.corporateSignature || null,
         disclaimerEnabled: cur.disclaimerEnabled ?? null,
         disclaimerText: cur.disclaimerText || null,
+        // PUT replaces the row: carry the flow-down fields or a mode change would wipe them.
+        nameSource: cur.nameSource ?? null,
+        nameFormat: cur.nameFormat ?? null,
+        teamLabel: cur.teamLabel || null,
+        allowTeamOverrides: cur.allowTeamOverrides ?? null,
+        allowAgentOverrides: cur.allowAgentOverrides ?? null,
+      };
+      const nameEnum = (v, allowed, label) => {
+        if (v === undefined) return undefined;
+        if (v === null || v === 'default') return null;
+        if (!allowed.includes(v)) throw new Error(`${label} must be one of ${allowed.join(', ')} or default`);
+        return v;
       };
+      const nf = nameEnum(args.nameFormat, ['none', 'name', 'team', 'name_and_team'], 'nameFormat');
+      if (nf !== undefined) body.nameFormat = nf;
+      const ns = nameEnum(args.nameSource, ['real_name', 'display_name'], 'nameSource');
+      if (ns !== undefined) body.nameSource = ns;
+      if (args.teamLabel !== undefined) body.teamLabel = args.teamLabel || null;
+      if (body.teamLabel && body.teamLabel.length > 100) throw new Error('teamLabel is limited to 100 characters');
+      for (const k of ['allowTeamOverrides', 'allowAgentOverrides']) {
+        if (args[k] !== undefined) {
+          if (args[k] !== null && typeof args[k] !== 'boolean') throw new Error(`${k} must be true, false or null`);
+          body[k] = args[k];
+        }
+      }
+      if (args.applyTo !== undefined) {
+        if (!['inheritingGroups', 'allGroups', 'newGroupsOnly'].includes(args.applyTo)) throw new Error('applyTo must be inheritingGroups, allGroups or newGroupsOnly');
+        body.applyTo = args.applyTo;
+      }
       if (args.mode !== undefined) {
         if (args.mode === null || args.mode === 'default') body.mode = null;
         else if (modes[args.mode]) body.mode = modes[args.mode];
@@ -5027,6 +5071,17 @@ async function handleTool(name, args) {
       return JSON.stringify(await messagingGet('/Signatures/policy'), null, 2);
     }
 
+    case 'signature_policy_history': {
+      const tid = args.teamId === undefined || args.teamId === null ? 0 : args.teamId;
+      if (!Number.isInteger(tid) || tid < 0) throw new Error('teamId must be 0 (company-wide) or a team id');
+      return JSON.stringify(await messagingGet(`/Signatures/policy/history?teamId=${tid}`), null, 2);
+    }
+
+    case 'signature_policy_rollback': {
+      if (!Number.isInteger(args.versionId) || args.versionId <= 0) throw new Error('versionId must be a positive integer');
+      return JSON.stringify(await messagingPost(`/Signatures/policy/rollback/${args.versionId}`, {}), null, 2);
+    }
+
     case 'kb_list_topics': {
       const data   = await api('GET', '/api/kb/topics');
       const topics = data?.topics ?? [];