attio-mcp 1.0.0 → 1.1.0

package/dist/prompts/v1/add-to-list.v1.js

@@ -0,0 +1,91 @@
+/**
+ * Add to List v1 Prompt
+ *
+ * Add person/company/deal(s) to a chosen List by exact name or ID.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for add_to_list.v1
+ */
+export const AddToListArgs = z.object({
+    records: z
+        .string()
+        .min(3)
+        .describe('Comma-separated record URLs, IDs, or "search:<query>"'),
+    list: z.string().min(2).describe('List name or ID to add records to'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const addToListArguments = [
+    {
+        name: 'records',
+        description: 'Comma-separated records or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'list',
+        description: 'List name or ID',
+        required: true,
+        schema: z.string().min(2),
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for adding to list
+ */
+export function buildAddToListMessages(args) {
+    const validated = AddToListArgs.parse(args);
+    const instructions = `You are a CRM assistant. Add records to list "${validated.list}".
+
+Steps:
+1. Resolve records: Parse "${validated.records}" (comma-separated). For each:
+   - If URL or ID: use directly
+   - If starts with "search:": call \`records_query\` to resolve
+   If ambiguous, disambiguate with user.
+
+2. Resolve list: If "${validated.list}" is not a UUID, call \`lists.list\` to find list by name (exact match).
+
+3. Call \`lists.add_entries\` (or \`entries.create\`) with:
+   - List ID from step 2
+   - Record IDs from step 1 (array)
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool call as JSON only. Do NOT execute write.' : 'Execute the list addition after showing proposed action.'}
+
+Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const addToListPrompt = {
+    metadata: {
+        name: 'add_to_list.v1',
+        title: 'Add records to list',
+        description: 'Add person/company/deal(s) to a chosen List by exact name or ID.',
+        category: 'workflow',
+        version: 'v1',
+    },
+    arguments: addToListArguments,
+    buildMessages: buildAddToListMessages,
+    tokenBudget: 300, // Per spec
+};
+export default addToListPrompt;
+//# sourceMappingURL=add-to-list.v1.js.map

package/dist/prompts/v1/add-to-list.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/advance-deal.v1.d.ts

@@ -0,0 +1,41 @@
+/**
+ * Advance Deal v1 Prompt
+ *
+ * Move a deal to a target stage with optional next action + task creation.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for advance_deal.v1
+ */
+export declare const AdvanceDealArgs: z.ZodObject<{
+    deal: z.ZodString;
+    target_stage: z.ZodString;
+    create_task: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+    dry_run: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+}, "strip", z.ZodTypeAny, {
+    deal: string;
+    dry_run: boolean;
+    target_stage: string;
+    create_task: boolean;
+}, {
+    deal: string;
+    target_stage: string;
+    dry_run?: boolean | undefined;
+    create_task?: boolean | undefined;
+}>;
+export type AdvanceDealArgsType = z.infer<typeof AdvanceDealArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const advanceDealArguments: PromptArgument[];
+/**
+ * Build prompt messages for advancing deal
+ */
+export declare function buildAdvanceDealMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const advanceDealPrompt: PromptV1Definition;
+export default advanceDealPrompt;
+//# sourceMappingURL=advance-deal.v1.d.ts.map

package/dist/prompts/v1/advance-deal.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/advance-deal.v1.js

@@ -0,0 +1,100 @@
+/**
+ * Advance Deal v1 Prompt
+ *
+ * Move a deal to a target stage with optional next action + task creation.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for advance_deal.v1
+ */
+export const AdvanceDealArgs = z.object({
+    deal: z.string().min(3).describe('Deal URL, ID, or "search:<query>"'),
+    target_stage: z
+        .string()
+        .min(2)
+        .describe('Target stage name (e.g., "Qualified", "Proposal Sent")'),
+    create_task: z
+        .boolean()
+        .optional()
+        .default(false)
+        .describe('Create a next-action task after advancing'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const advanceDealArguments = [
+    {
+        name: 'deal',
+        description: 'Deal URL, ID, or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'target_stage',
+        description: 'Target stage name',
+        required: true,
+        schema: z.string().min(2),
+    },
+    {
+        name: 'create_task',
+        description: 'Create next-action task (default false)',
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for advancing deal
+ */
+export function buildAdvanceDealMessages(args) {
+    const validated = AdvanceDealArgs.parse(args);
+    const instructions = `You are a CRM assistant. Advance deal "${validated.deal}" to stage "${validated.target_stage}".
+
+Steps:
+1. Resolve deal: If starts with "search:", call \`records_query\` to find one deal. If multiple matches, disambiguate.
+
+2. Call \`deals.update\` (or \`records.update\` for object='deals') with:
+   - Record ID from step 1
+   - stage: "${validated.target_stage}"
+
+3. ${validated.create_task ? 'Suggest a concrete next-action task based on the new stage and, only on approval, call `tasks.create`.' : 'No follow-up task needed.'}
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool calls as JSON only. Do NOT execute writes.' : 'Execute the stage change after showing proposed action.'}
+
+Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const advanceDealPrompt = {
+    metadata: {
+        name: 'advance_deal.v1',
+        title: 'Advance a deal stage',
+        description: 'Move a deal to a target stage with optional next action + task creation.',
+        category: 'workflow',
+        version: 'v1',
+    },
+    arguments: advanceDealArguments,
+    buildMessages: buildAdvanceDealMessages,
+    tokenBudget: 350, // Per spec
+};
+export default advanceDealPrompt;
+//# sourceMappingURL=advance-deal.v1.js.map

package/dist/prompts/v1/advance-deal.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/company-search.v1.d.ts

@@ -0,0 +1,44 @@
+/**
+ * Company Search v1 Prompt
+ *
+ * Query companies by domain, plan, segment with slim fields for decisioning.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for company_search.v1
+ */
+export declare const CompanySearchArgs: z.ZodObject<{
+    format: z.ZodDefault<z.ZodOptional<z.ZodEnum<["table", "json", "ids"]>>>;
+    fields_preset: z.ZodDefault<z.ZodOptional<z.ZodEnum<["sales_short", "full"]>>>;
+    verbosity: z.ZodDefault<z.ZodOptional<z.ZodEnum<["brief", "normal"]>>>;
+    query: z.ZodString;
+    limit: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
+}, "strip", z.ZodTypeAny, {
+    limit: number;
+    format: "json" | "ids" | "table";
+    query: string;
+    fields_preset: "sales_short" | "full";
+    verbosity: "brief" | "normal";
+}, {
+    query: string;
+    limit?: number | undefined;
+    format?: "json" | "ids" | "table" | undefined;
+    fields_preset?: "sales_short" | "full" | undefined;
+    verbosity?: "brief" | "normal" | undefined;
+}>;
+export type CompanySearchArgsType = z.infer<typeof CompanySearchArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const companySearchArguments: PromptArgument[];
+/**
+ * Build prompt messages for company search
+ */
+export declare function buildCompanySearchMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const companySearchPrompt: PromptV1Definition;
+export default companySearchPrompt;
+//# sourceMappingURL=company-search.v1.d.ts.map

package/dist/prompts/v1/company-search.v1.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/company-search.v1.js

@@ -0,0 +1,114 @@
+/**
+ * Company Search v1 Prompt
+ *
+ * Query companies by domain, plan, segment with slim fields for decisioning.
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+import { SEARCH_DEFAULTS, PAGINATION } from './constants.js';
+/**
+ * Argument schema for company_search.v1
+ */
+export const CompanySearchArgs = z.object({
+    query: z
+        .string()
+        .min(3)
+        .describe("Search query (e.g., 'fintech companies in SF with >100 employees')"),
+    limit: z
+        .number()
+        .int()
+        .min(1)
+        .max(SEARCH_DEFAULTS.maxLimit)
+        .optional()
+        .default(SEARCH_DEFAULTS.limit)
+        .describe(`Maximum results to return (default ${SEARCH_DEFAULTS.limit}, max ${SEARCH_DEFAULTS.maxLimit})`),
+    ...UniversalReadArgs,
+});
+/**
+ * Argument definitions for registration
+ */
+export const companySearchArguments = [
+    {
+        name: 'query',
+        description: "E.g., 'fintech companies in SF'",
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'limit',
+        description: `Default ${SEARCH_DEFAULTS.limit} (max ${SEARCH_DEFAULTS.maxLimit})`,
+        required: false,
+        schema: z.number().int().min(1).max(SEARCH_DEFAULTS.maxLimit),
+        default: SEARCH_DEFAULTS.limit,
+    },
+    {
+        name: 'format',
+        description: 'table | json | ids (default table)',
+        required: false,
+        schema: z.enum(['table', 'json', 'ids']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for company search
+ */
+export function buildCompanySearchMessages(args) {
+    const validated = CompanySearchArgs.parse(args);
+    const instructions = `Call \`records_query\` for object='companies' with filters derived from "${validated.query}".
+
+Output format=${validated.format}:
+- If table: Markdown table with columns: id, name, domain, industry, employee_count, region, owner (max ${validated.limit} rows)
+- If json: Structured array with same fields
+- If ids: Comma-separated list of record IDs only
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Only id, name, domain, industry, employee_count, region, owner (token-efficient)
+- full: Include all available fields
+
+Verbosity=${validated.verbosity}:
+- brief: No preamble, just the data
+- normal: Brief context + data
+
+Include a "Next actions" section with inline tools for analysis/outreach.
+Append "${PAGINATION.moreAvailableText}" when results exceed ${validated.limit}.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const companySearchPrompt = {
+    metadata: {
+        name: 'company_search.v1',
+        title: 'Find companies',
+        description: 'Query companies by domain, plan, segment with slim fields. Returns compact table with id, name, domain, industry, employee_count.',
+        category: 'search',
+        version: 'v1',
+    },
+    arguments: companySearchArguments,
+    buildMessages: buildCompanySearchMessages,
+    tokenBudget: 500, // Per spec
+};
+export default companySearchPrompt;
+//# sourceMappingURL=company-search.v1.js.map

package/dist/prompts/v1/company-search.v1.js.map

@@ -0,0 +1 @@
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package/dist/prompts/v1/constants.d.ts

@@ -0,0 +1,112 @@
+/**
+ * Shared constants for v1 MCP prompts
+ *
+ * Defines defaults, limits, and configuration values
+ * per the specifications in issue #774.
+ */
+/**
+ * Prompt version identifier
+ */
+export declare const PROMPT_VERSION: "v1";
+/**
+ * Universal argument defaults for read prompts
+ */
+export declare const UNIVERSAL_DEFAULTS: {
+    readonly format: "table";
+    readonly fields_preset: "sales_short";
+    readonly verbosity: "brief";
+};
+/**
+ * Default values for search/query prompts
+ */
+export declare const SEARCH_DEFAULTS: {
+    readonly limit: 25;
+    readonly maxLimit: 100;
+    readonly ownerDefault: "@me";
+    readonly timeframeDefault: "30d";
+};
+/**
+ * Token budget limits (configurable via environment)
+ */
+export declare const TOKEN_LIMITS: {
+    /** Default maximum tokens per prompt (env: MAX_PROMPT_TOKENS) */
+    readonly maxPromptTokens: number;
+    /** Specific budgets for prompts that need stricter limits */
+    readonly budgets: {
+        readonly 'people_search.v1': 500;
+        readonly 'company_search.v1': 500;
+        readonly 'deal_search.v1': 500;
+        readonly 'qualify_lead.v1': 400;
+        readonly 'log_activity.v1': 300;
+        readonly 'create_task.v1': 300;
+        readonly 'advance_deal.v1': 350;
+        readonly 'add_to_list.v1': 300;
+        readonly 'meeting_prep.v1': 600;
+        readonly 'pipeline_health.v1': 700;
+    };
+};
+/**
+ * Description length limits per MCP spec
+ */
+export declare const DESCRIPTION_LIMITS: {
+    /** Maximum prompt description length */
+    readonly promptDescription: 140;
+    /** Maximum argument description length */
+    readonly argumentDescription: 80;
+};
+/**
+ * Message construction limits
+ */
+export declare const MESSAGE_LIMITS: {
+    /** Maximum messages per prompt (per spec: ≤2) */
+    readonly maxMessagesPerPrompt: 2;
+    /** Maximum characters per message (per spec: ≤800) */
+    readonly maxCharsPerMessage: 800;
+};
+/**
+ * Web research limits for qualify_lead prompt
+ */
+export declare const WEB_RESEARCH_LIMITS: {
+    /** Default number of web pages to fetch */
+    readonly defaultLimitWeb: 3;
+    /** Maximum number of web pages to fetch */
+    readonly maxLimitWeb: 4;
+    /** Maximum words per web page to process */
+    readonly maxWordsPerPage: 1200;
+    /** Maximum evidence items in output */
+    readonly maxEvidence: 2;
+};
+/**
+ * Pagination constants
+ */
+export declare const PAGINATION: {
+    /** Text to append when results exceed limit */
+    readonly moreAvailableText: "MORE_AVAILABLE: true";
+};
+/**
+ * Environment variable names
+ */
+export declare const ENV_VARS: {
+    /** Maximum tokens per prompt */
+    readonly maxPromptTokens: "MAX_PROMPT_TOKENS";
+    /** Enable dev metadata in prompts/get */
+    readonly devMeta: "MCP_DEV_META";
+    /** Enable prompt telemetry logging */
+    readonly telemetryEnabled: "PROMPT_TELEMETRY_ENABLED";
+};
+/**
+ * Check if dev metadata should be included
+ */
+export declare function isDevMetaEnabled(): boolean;
+/**
+ * Check if telemetry logging is enabled
+ */
+export declare function isTelemetryEnabled(): boolean;
+/**
+ * Get the token budget for a specific prompt
+ *
+ * @param promptName - Name of the prompt (e.g., "people_search.v1")
+ * @returns Token budget limit for the prompt
+ */
+export declare function getPromptTokenBudget(promptName: string): number;
+//# sourceMappingURL=constants.d.ts.map

package/dist/prompts/v1/constants.d.ts.map

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package/dist/prompts/v1/constants.js

@@ -0,0 +1,119 @@
+/**
+ * Shared constants for v1 MCP prompts
+ *
+ * Defines defaults, limits, and configuration values
+ * per the specifications in issue #774.
+ */
+/**
+ * Prompt version identifier
+ */
+export const PROMPT_VERSION = 'v1';
+/**
+ * Universal argument defaults for read prompts
+ */
+export const UNIVERSAL_DEFAULTS = {
+    format: 'table',
+    fields_preset: 'sales_short',
+    verbosity: 'brief',
+};
+/**
+ * Default values for search/query prompts
+ */
+export const SEARCH_DEFAULTS = {
+    limit: 25,
+    maxLimit: 100,
+    ownerDefault: '@me',
+    timeframeDefault: '30d',
+};
+/**
+ * Token budget limits (configurable via environment)
+ */
+export const TOKEN_LIMITS = {
+    /** Default maximum tokens per prompt (env: MAX_PROMPT_TOKENS) */
+    maxPromptTokens: parseInt(process.env.MAX_PROMPT_TOKENS || '1200', 10),
+    /** Specific budgets for prompts that need stricter limits */
+    budgets: {
+        'people_search.v1': 500,
+        'company_search.v1': 500,
+        'deal_search.v1': 500,
+        'qualify_lead.v1': 400,
+        'log_activity.v1': 300,
+        'create_task.v1': 300,
+        'advance_deal.v1': 350,
+        'add_to_list.v1': 300,
+        'meeting_prep.v1': 600,
+        'pipeline_health.v1': 700,
+    },
+};
+/**
+ * Description length limits per MCP spec
+ */
+export const DESCRIPTION_LIMITS = {
+    /** Maximum prompt description length */
+    promptDescription: 140,
+    /** Maximum argument description length */
+    argumentDescription: 80,
+};
+/**
+ * Message construction limits
+ */
+export const MESSAGE_LIMITS = {
+    /** Maximum messages per prompt (per spec: ≤2) */
+    maxMessagesPerPrompt: 2,
+    /** Maximum characters per message (per spec: ≤800) */
+    maxCharsPerMessage: 800,
+};
+/**
+ * Web research limits for qualify_lead prompt
+ */
+export const WEB_RESEARCH_LIMITS = {
+    /** Default number of web pages to fetch */
+    defaultLimitWeb: 3,
+    /** Maximum number of web pages to fetch */
+    maxLimitWeb: 4,
+    /** Maximum words per web page to process */
+    maxWordsPerPage: 1200,
+    /** Maximum evidence items in output */
+    maxEvidence: 2,
+};
+/**
+ * Pagination constants
+ */
+export const PAGINATION = {
+    /** Text to append when results exceed limit */
+    moreAvailableText: 'MORE_AVAILABLE: true',
+};
+/**
+ * Environment variable names
+ */
+export const ENV_VARS = {
+    /** Maximum tokens per prompt */
+    maxPromptTokens: 'MAX_PROMPT_TOKENS',
+    /** Enable dev metadata in prompts/get */
+    devMeta: 'MCP_DEV_META',
+    /** Enable prompt telemetry logging */
+    telemetryEnabled: 'PROMPT_TELEMETRY_ENABLED',
+};
+/**
+ * Check if dev metadata should be included
+ */
+export function isDevMetaEnabled() {
+    return process.env[ENV_VARS.devMeta] === 'true';
+}
+/**
+ * Check if telemetry logging is enabled
+ */
+export function isTelemetryEnabled() {
+    return process.env[ENV_VARS.telemetryEnabled] === 'true';
+}
+/**
+ * Get the token budget for a specific prompt
+ *
+ * @param promptName - Name of the prompt (e.g., "people_search.v1")
+ * @returns Token budget limit for the prompt
+ */
+export function getPromptTokenBudget(promptName) {
+    return (TOKEN_LIMITS.budgets[promptName] ||
+        TOKEN_LIMITS.maxPromptTokens);
+}
+//# sourceMappingURL=constants.js.map

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