attio-mcp 0.1.2 → 1.0.0

package/CHANGELOG.md

@@ -7,9 +7,191 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+### Added
+
+### Changed
+
+### Fixed
+
+### Security
+
+### Deprecated
+
+## [1.0.0] - 2025-09-27
+
+🎉 **MAJOR RELEASE** - Complete Attio CRM Coverage + ChatGPT Integration
+
+This milestone release transforms the MCP server from partial Attio coverage to **complete CRM surface spanning**. Users can now manage their entire Attio workspace—Deals, Tasks, Lists, People, Companies, Records, and Notes—through natural language, without falling back to raw API calls.
+
+### Added
+
+- **Complete CRM Resource Coverage** - Full support for all Attio resource types including deals, lists, people, companies, tasks and notes (previously limited to companies/people/lists)
+- **Advanced Relationship Navigation** - Walk complete pipeline hierarchies with bidirectional company↔person↔deal relationships (#747)
+- **Intelligent Field Mapping** - Smart field validation with synonym handling (value/value_in_cents, company_id/associated_company) and typo suggestions
+- **Multi-Assignee Task Support** (#684) - Enhanced task operations with richer metadata and assignment handling
+- **Content Search Across Resources** (#474, #507, #573) - Universal search capabilities across notes, tasks, and lists
+- **ChatGPT Developer Mode Integration** (#766) - Full Attio toolset access for ChatGPT Pro/Plus users via Smithery marketplace
+  - MCP safety annotations with built-in approval flows
+  - OAuth authentication via `https://server.smithery.ai/@kesslerio/attio-mcp-server/mcp`
+  - Natural language CRM management through conversational AI
+- **Advanced Search & Filtering** (#475, #578) - Sophisticated query capabilities with pagination and timeframe support
+- **List Management Parity** (#470, #499) - Lists now have feature parity with other Attio resources
+
+### Changed
+
+- **Services Architecture** - Complete rebuild with dedicated create/update/search/delete/metadata services for improved maintainability
+- **Field Mapping System** (#529, #732, #483) - Rebuilt with deterministic normalization and intelligent field suggestions
+- **Error Handling** (#413, #728, #732) - Context-aware error messages with field-specific guidance and typo suggestions
+- **Test Infrastructure** - Comprehensive test pyramid with P0/P1/P2 suites covering all universal tool pathways
+- **Performance** - 68% tool reduction (40+ → 14 universal tools) with 89.7% speed improvement in response handling
+- **FormatResult Functions** - Guaranteed stable string output with zero environment branching for predictable behavior
+
+### Fixed
+
+- **Data Integrity** - Bidirectional relationship consistency validation with automatic repair
+- **Field Validation** - Real-time detection of invalid field names with intelligent suggestions
+- **Test Data Contamination** (#581, #587) - Enhanced test data filters preventing production workspace pollution
+- **Cleanup Operations** - Automated scripts ensuring Attio workspaces stay clean after bulk operations
+
+### Security
+
+- **Prototype Pollution** (#751) - Fixed config loader vulnerability
+- **Input Validation** (#752, #753) - Tightened LinkedIn and URL validation for secure data handling
+- **Credential Protection** (#42 series) - CodeQL-driven log scrubbing to protect Attio API credentials
+- **Injection Prevention** (#752, #753) - Enhanced input validation across all Attio operations
+
+## [0.2.0] - 2025-08-04
+
+This is a major release featuring the Universal Tool Consolidation, which dramatically simplifies the MCP interface by replacing 50+ resource-specific tools with a unified set of universal tools that work across all resource types.
+
+### Added
+
+#### Universal Tool System (#352, #358)
+
+- **Universal Tools**: New consolidated tools that work across all resource types (companies, people, deals, tasks, records)
+  - `search-records`: Search any resource type with consistent interface
+  - `get-record-details`: Get details for any record type
+  - `create-record`: Create records of any type
+  - `update-record`: Update records of any type
+  - `delete-record`: Delete records of any type
+  - `discover-attributes`: Discover attributes for any resource type
+  - `get-detailed-info`: Get categorized information (basic, contact, business, social)
+- **Advanced Operations**: New tools for complex operations
+  - `advanced-search`: Multi-attribute search with complex filters
+  - `search-by-relationship`: Find records by their relationships
+  - `search-by-content`: Search by notes or interaction content
+  - `search-by-timeframe`: Search by creation/update dates
+  - `batch-operations`: Perform bulk operations efficiently
+- **Resource Type Support**: Full support for companies, people, deals, tasks, and generic records
+- **Backwards Compatibility**: All existing tool names continue to work via intelligent routing
+
+#### Enhanced Error Handling System (#362)
+
+- Comprehensive error categorization (USER_ERROR, SYSTEM_ERROR, API_ERROR)
+- Detailed error messages with examples and suggestions
+- Field-specific guidance for common mistakes
+- HTTP status code mapping for better API integration
+- Structured error responses with actionable feedback
+
+#### Deal Management Improvements
+
+- Comprehensive deal field error messages for common mistakes (description, probability, source, close_date, tags, etc.)
+- Deal field documentation showing available vs non-existent fields
+- Currency handling guidance - Attio automatically formats currency based on workspace settings
+- Field name conversions for backwards compatibility:
+  - `company_id` → `associated_company`
+  - `deal_stage` → `stage`
+  - `deal_value` → `value`
+  - `deal_name` → `name`
+
+#### Documentation & Testing (#360, #359)
+
+- Complete universal tools documentation with examples
+- Comprehensive integration test suite for all universal operations
+- Performance benchmarks for batch operations
+- Migration guide from resource-specific to universal tools
+
+#### Developer Experience
+
+- Config migration tool for postal code mapping fix (#330)
+- Enhanced validation pipeline with mandatory pre-commit checks
+- Systematic lint reduction plan (targeting <100 warnings from ~800)
+- Improved environment setup for API integration testing
+
+### Changed
+
+#### API & Tool Behavior
+
+- **Simplified Currency Handling**: Deal values now accept plain numbers (e.g., `value: 9780`) instead of complex objects
+- **Consistent Search Interface**: All search operations now use the same filter structure
+- **Unified Response Format**: All tools return consistent response structures
+- **Better Field Validation**: Proactive validation with helpful suggestions before API calls
+- **Improved Error Messages**: Context-aware error messages that guide users to solutions
+
+#### Infrastructure & Performance
+
+- Consolidated 50+ individual tool handlers into modular universal handlers
+- Reduced code duplication by ~70% through shared implementations
+- Improved response times through optimized routing
+- Better memory usage with streamlined tool definitions
+- Enhanced TypeScript type safety throughout the codebase
+
+### Fixed
+
+#### Critical Fixes
+
+- Fixed deal currency format errors by accepting simple numeric values (#352)
+- Fixed company domain search regression - now correctly uses `domains` field instead of `website` (#334, #353)
+- Fixed "Format Error: An invalid value was passed to attribute with slug 'value'" issue
+- Fixed missing generic record operation handlers (#343, #349)
+- Fixed people search phone field regression (P0 hotfix)
+- Fixed list filtering for list-specific attributes (#341)
+
+#### Search & Filter Fixes
+
+- Fixed date filter operators to match Attio API requirements
+- Fixed domain search implementation by removing over-engineering
+- Fixed company search validation and enhanced error handling
+- Fixed filter condition type enum values for API compatibility
+
+#### API Integration Fixes
+
+- Fixed MCP tool calls failing with missing arguments wrapper (#344, #345)
+- Fixed relationship helper tools and type conversion issues (#347)
+- Fixed note formatting and content extraction (#338, #347)
+- Fixed schema alignment for add-record-to-list tool (#332)
+
+#### Testing & CI/CD Fixes
+
+- Fixed integration test failures with proper mock management
+- Fixed CI test compatibility with simplified mocks
+- Fixed flaky date tests for Node v22.x
+- Fixed TypeScript type issues and unnecessary try/catch warnings
+
+### Security
+
+- Updated form-data dependency from 4.0.1 to 4.0.4 for security patches (#346)
+
+### Deprecated
+
+- Resource-specific tool names (e.g., `search-companies`, `create-person`) are deprecated but still functional
+- Legacy field names for deals are deprecated but automatically converted
+- Individual resource type handlers are deprecated in favor of universal handlers
+
+### Migration Guide
+
+Users upgrading from v0.1.x should note:
+
+1. All existing tools continue to work - no breaking changes
+2. Consider migrating to universal tools for new implementations
+3. Deal currency values should now be simple numbers
+4. Use `associated_company` instead of `company_id` for deals
+5. Check error messages for field name guidance when creating records
+
 ## [0.1.2] - 2025-01-23
 
 ### Fixed
+
 - Fixed MCP tool calls failing with missing arguments wrapper (#344, #345)
 - Fixed list filtering for list-specific attributes (#341)
 - Fixed MCP stdio communication for Smithery deployment
@@ -19,12 +201,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Fixed flaky date test for Node v22.x
 
 ### Changed
+
 - Updated form-data dependency from 4.0.1 to 4.0.4 for security
 - Improved error handling and logging for tool dispatch
 - Enhanced list filtering with proper attribute type handling
 - Better CI/CD with prettier formatting and type checking
 
 ### Added
+
 - Claude PR Assistant workflow for automated PR reviews (#342)
 - Enhanced MCP tool argument handling with automatic wrapper
 - Improved documentation for list filtering and attribute types
@@ -32,16 +216,19 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 ## [0.1.1] - 2025-01-06
 
 ### Fixed
+
 - Fixed npm installation failing due to postinstall script trying to setup git hooks in non-git environments
 - Postinstall script now only runs git hooks setup when .git directory exists
 
 ### Changed
+
 - Updated LICENSE from BSD-3-Clause to Apache-2.0 while preserving original BSD license attribution
 - Updated package.json author field to @kesslerio
 
 ## [0.1.0] - 2025-01-06
 
 ### Added
+
 - Initial release of Attio MCP Server
 - Model Context Protocol integration for Attio CRM platform
 - Company management tools (create, read, update, search, batch operations)
@@ -64,6 +251,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - Auto-discovery of Attio workspace attributes
 
 ### Features
+
 - **MCP Integration**: Fully compatible with Model Context Protocol v1.4.1
 - **CRM Operations**: Complete CRUD operations for all major Attio entities
 - **Advanced Search**: Complex filtering with date ranges, numeric comparisons, and text matching
@@ -74,18 +262,23 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - **Container Ready**: Docker support for easy deployment and scaling
 
 ### Dependencies
+
 - @modelcontextprotocol/sdk: ^1.4.1 (MCP protocol support)
 - TypeScript: ^5.8.3 (Type safety and modern JavaScript features)
 - Vitest: ^3.1.4 (Testing framework)
 - And other quality assurance and utility tools
 
 ### Documentation
+
 - Comprehensive API documentation
 - Setup and configuration guides
 - Integration examples and workflows
 - Troubleshooting guides
 - Development and contribution guidelines
 
-[Unreleased]: https://github.com/kesslerio/attio-mcp-server/compare/v0.1.1...HEAD
+[Unreleased]: https://github.com/kesslerio/attio-mcp-server/compare/v1.0.0...HEAD
+[1.0.0]: https://github.com/kesslerio/attio-mcp-server/compare/v0.1.3...v1.0.0
+[0.1.3]: https://github.com/kesslerio/attio-mcp-server/compare/v0.1.2...v0.1.3
+[0.1.2]: https://github.com/kesslerio/attio-mcp-server/compare/v0.1.1...v0.1.2
 [0.1.1]: https://github.com/kesslerio/attio-mcp-server/compare/v0.1.0...v0.1.1
-[0.1.0]: https://github.com/kesslerio/attio-mcp-server/releases/tag/v0.1.0
+[0.1.0]: https://github.com/kesslerio/attio-mcp-server/releases/tag/v0.1.0