@velaro/mcp-server 2.0.9 → 2.0.11

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@velaro/mcp-server",
-  "version": "2.0.9",
+  "version": "2.0.11",
   "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/parity/callpresence.customer.js

@@ -0,0 +1,69 @@
+// velaro callpresence: call-presence policy (chat and call routing while an agent is on a phone call).
+// Site comes from the credential only. Parity module (CLI group -> MCP tools).
+
+const enc = encodeURIComponent;
+const pid = (v, n = 'id') => { const x = Number(v); if (!Number.isInteger(x) || x <= 0) throw new Error(n + ' must be a positive integer'); return x; };
+const need = (a, ...ks) => { for (const k of ks) if (a[k] === undefined || a[k] === null || a[k] === '') throw new Error(k + ' is required'); };
+
+const SCOPE = { type: 'string', enum: ['site', 'group', 'agent'], description: 'Level: site default, a routing group (id = team id) or an agent (id = agent id)' };
+
+export const tools = [
+  {
+    name: 'callpresence_get',
+    description: 'Get the call-presence policy: site default, routing-group and agent overrides, whether agents may override, and the allowed values. Controls chat/call routing while an agent is on a phone call and what happens when the call ends.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'callpresence_get_effective',
+    description: 'Get the resolved call-presence policy for one agent, with where each setting comes from (Agent override, Group override, Inherited from site, Platform default).',
+    inputSchema: { type: 'object', properties: { agentId: { type: 'integer', description: 'Agent (workspace user) id' }, teamId: { type: 'integer', description: 'Routing group to resolve against, for agents in several groups' } }, required: ['agentId'] },
+  },
+  {
+    name: 'callpresence_status',
+    description: 'List agents who are on a live phone call right now (Ringing, Active or OnHold call records), with call counts and whether a second call is live.',
+    inputSchema: { type: 'object', properties: {} },
+  },
+  {
+    name: 'callpresence_set',
+    description: 'Set the call-presence policy at one level. Omit a setting to inherit it. whileOnCall: NoChats | TakeChats | FinishThenOffline. afterCall: ReturnAutomatically | AskAgent | StayOffline. callsWhileBusy: NoCallsWhileBusy | RingEvenWhenBusy. allowAgentOverrides applies to the site level only.',
+    inputSchema: {
+      type: 'object',
+      properties: {
+        scope: SCOPE,
+        id: { type: 'integer', description: 'Team id (group) or agent id (agent). Omit for site.' },
+        whileOnCall: { type: 'string', enum: ['NoChats', 'TakeChats', 'FinishThenOffline'] },
+        afterCall: { type: 'string', enum: ['ReturnAutomatically', 'AskAgent', 'StayOffline'] },
+        callsWhileBusy: { type: 'string', enum: ['NoCallsWhileBusy', 'RingEvenWhenBusy'] },
+        allowAgentOverrides: { type: 'boolean', description: 'Site level only: may agents set their own override' },
+      },
+      required: ['scope'],
+    },
+  },
+  {
+    name: 'callpresence_clear',
+    description: 'Remove the call-presence policy at one level so it inherits from the level above again.',
+    inputSchema: { type: 'object', properties: { scope: SCOPE, id: { type: 'integer', description: 'Team id (group) or agent id (agent). Omit for site.' } }, required: ['scope'] },
+  },
+];
+
+const target = (a) => {
+  need(a, 'scope');
+  if (!['site', 'group', 'agent'].includes(a.scope)) throw new Error('scope must be site, group or agent');
+  return a.scope === 'site' ? 'site/0' : `${a.scope}/${pid(a.id, 'id')}`;
+};
+
+export const handlers = {
+  callpresence_get: async (a, ctx) => ctx.messagingGet('/CallPresencePolicy'),
+  callpresence_get_effective: async (a, ctx) => {
+    need(a, 'agentId');
+    const q = a.teamId ? `?teamId=${pid(a.teamId, 'teamId')}` : '';
+    return ctx.messagingGet(`/CallPresencePolicy/effective/${pid(a.agentId, 'agentId')}${q}`);
+  },
+  callpresence_status: async (a, ctx) => ctx.messagingGet('/CallPresencePolicy/presence'),
+  callpresence_set: async (a, ctx) => {
+    const body = { whileOnCall: a.whileOnCall ?? null, afterCall: a.afterCall ?? null, callsWhileBusy: a.callsWhileBusy ?? null };
+    if (a.scope === 'site' && a.allowAgentOverrides !== undefined) body.allowAgentOverrides = a.allowAgentOverrides;
+    return ctx.messagingRequest('PUT', '/CallPresencePolicy/' + target(a), body);
+  },
+  callpresence_clear: async (a, ctx) => ctx.messagingRequest('DELETE', '/CallPresencePolicy/' + target(a)),
+};

package/parity/product-match.customer.js

@@ -0,0 +1,66 @@
+// velaro product-match: the per-site Product Match matrix. Site scope comes from the credential only, never from arguments.
+// Parity module (CLI group `product-match` -> MCP tools). Needs the Product Match package (EnableProductMatch).
+
+const enc = encodeURIComponent;
+const need = (a, ...ks) => { for (const k of ks) if (a[k] === undefined || a[k] === null || a[k] === '') throw new Error(k + ' is required'); };
+const pid = (v, n = 'id') => { const x = Number(v); if (!Number.isInteger(x) || x <= 0) throw new Error(n + ' must be a positive integer'); return x; };
+
+export const tools = [
+  {
+    name: 'product_match_lookup',
+    description: 'Look up which of the site\'s OWN catalog products matches a part number, SKU, competitor model or discontinued part. Deterministic (no model decides it): only approved matrix rows, only SKUs that exist in the site catalog, never a deny-listed brand. Returns status (matched, own_product, no_match, unapproved, loop, not_in_catalog), the recommendations and whether to hand off to a person. Calls POST /BusinessActions/match_product/Execute.',
+    inputSchema: { type: 'object', properties: { query: { type: 'string', description: 'The part number, SKU or model as the customer wrote it' } }, required: ['query'] },
+  },
+  {
+    name: 'product_match_list',
+    description: 'List the site\'s Product Match matrix rows (source, target SKU, match type, approved). Calls GET /ProductMatch/Entries.',
+    inputSchema: { type: 'object', properties: { q: { type: 'string' }, page: { type: 'number' } } },
+  },
+  {
+    name: 'product_match_import',
+    description: 'Import a cross-reference matrix from CSV text (header row with a source column such as "Competitor SKU" and a target column such as "Our SKU"; optional "Match Type" exact|equivalent|supersedes, "Approved" yes/no, "Notes"). Rows are NOT approved unless the Approved column says yes. Upserts by source and target. Calls POST /ProductMatch/ImportFile.',
+    inputSchema: { type: 'object', properties: { csv: { type: 'string', description: 'The CSV file content' } }, required: ['csv'] },
+  },
+  {
+    name: 'product_match_approve',
+    description: 'Approve or revoke one matrix row. Only approved rows are ever recommended. Calls PUT /ProductMatch/Entries/{id}/Approve.',
+    inputSchema: { type: 'object', properties: { id: { type: 'number' }, approved: { type: 'boolean', description: 'default true' } }, required: ['id'] },
+  },
+  {
+    name: 'product_match_remove',
+    description: 'Delete one matrix row. Calls DELETE /ProductMatch/Entries/{id}.',
+    inputSchema: { type: 'object', properties: { id: { type: 'number' } }, required: ['id'] },
+  },
+  {
+    name: 'product_match_deny_terms',
+    description: 'Read, or replace (when terms is given), the brands and competitors the bot must never name in a Product Match reply. Calls GET or PUT /ProductMatch/DenyTerms.',
+    inputSchema: { type: 'object', properties: { terms: { type: 'array', items: { type: 'string' } } } },
+  },
+];
+
+export const handlers = {
+  product_match_lookup: async (a, ctx) => {
+    need(a, 'query');
+    return ctx.messagingPost('/BusinessActions/match_product/Execute', { query: String(a.query) });
+  },
+  product_match_list: async (a, ctx) => {
+    const p = new URLSearchParams();
+    if (a.q) p.set('q', String(a.q));
+    p.set('page', String(a.page ?? 1));
+    return ctx.messagingGet('/ProductMatch/Entries?' + p.toString());
+  },
+  product_match_import: async (a, ctx) => {
+    need(a, 'csv');
+    return ctx.messagingPost('/ProductMatch/ImportFile', { fileName: 'matrix.csv', contentBase64: Buffer.from(String(a.csv), 'utf8').toString('base64') });
+  },
+  product_match_approve: async (a, ctx) => {
+    return ctx.messagingPut('/ProductMatch/Entries/' + pid(a.id) + '/Approve', { approved: a.approved !== false });
+  },
+  product_match_remove: async (a, ctx) => {
+    return ctx.messagingDel('/ProductMatch/Entries/' + pid(a.id));
+  },
+  product_match_deny_terms: async (a, ctx) => {
+    if (Array.isArray(a.terms)) return ctx.messagingPut('/ProductMatch/DenyTerms', { terms: a.terms.map(String) });
+    return ctx.messagingGet('/ProductMatch/DenyTerms');
+  },
+};

package/tool-annotations.js

@@ -24,7 +24,7 @@ const MUTATING = new Set([
   'monday_set_field_mapping', 'teams_push_settings_update', 'teams_channel_config_update',
   'routing_team_update_config', 'pickup_update_config', 'payment_recovery_update_config',
   'recruiting_sync_jobs', 'ai_config_set_reply_format', 'magento_set_sidebar_fields',
-  'zoom_phone_set_config',
+  'zoom_phone_set_config', 'callpresence_set', 'callpresence_clear',
   'billing_insights_set_preferences', 'billing_insights_dismiss_recommendation',
   'site_sale_create', 'site_sale_update', 'site_sale_end',
 ]);