attio-mcp 1.0.0 → 1.1.1

package/dist/prompts/v1/create-task.v1.js

@@ -0,0 +1,136 @@
+/**
+ * Create Task v1 Prompt
+ *
+ * Create a task linked to record(s); natural-language due date; priority/owner.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for create_task.v1
+ */
+export const CreateTaskArgs = z.object({
+    title: z.string().min(3).describe('Task title/subject'),
+    content: z.string().min(5).describe('Task description/details'),
+    target: z
+        .string()
+        .optional()
+        .describe('Optional: Attio URL, record ID, or "search:<query>" to link task to'),
+    due_date: z
+        .string()
+        .optional()
+        .describe('Natural language due date (e.g., "tomorrow", "next Friday")'),
+    priority: z
+        .enum(['low', 'medium', 'high'])
+        .optional()
+        .default('medium')
+        .describe('Task priority'),
+    owner: z
+        .string()
+        .optional()
+        .default('@me')
+        .describe('Task assignee (default @me)'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const createTaskArguments = [
+    {
+        name: 'title',
+        description: 'Task title/subject',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'content',
+        description: 'Task description/details',
+        required: true,
+        schema: z.string().min(5),
+    },
+    {
+        name: 'target',
+        description: 'Optional: Record to link task to',
+        required: false,
+        schema: z.string(),
+    },
+    {
+        name: 'due_date',
+        description: 'Natural language due date',
+        required: false,
+        schema: z.string(),
+    },
+    {
+        name: 'priority',
+        description: 'low | medium | high (default medium)',
+        required: false,
+        schema: z.enum(['low', 'medium', 'high']),
+        default: 'medium',
+    },
+    {
+        name: 'owner',
+        description: 'Task assignee (default @me)',
+        required: false,
+        schema: z.string(),
+        default: '@me',
+    },
+    {
+        name: 'dry_run',
+        description: "Only propose, don't execute (default false)",
+        required: false,
+        schema: z.boolean(),
+        default: false,
+    },
+];
+/**
+ * Build prompt messages for creating task
+ */
+export function buildCreateTaskMessages(args) {
+    const validated = CreateTaskArgs.parse(args);
+    const targetResolution = validated.target
+        ? `\n1. Resolve target: If target="${validated.target}" starts with "search:", call \`records_query\` to find one record. If multiple matches, disambiguate.`
+        : '';
+    const dueDateParsing = validated.due_date
+        ? `\n- Parse due_date="${validated.due_date}" into ISO date format`
+        : '';
+    const instructions = `You are a CRM assistant. Create a task with:
+- Title: "${validated.title}"
+- Content: "${validated.content}"
+- Priority: ${validated.priority}
+- Owner: ${validated.owner}${dueDateParsing}${targetResolution}
+
+${targetResolution ? '2' : '1'}. Call \`tasks.create\` with:
+   - title, content (required)
+   - assignees: [owner]
+   - deadline: parsed due_date (if provided)
+   - linked_records: [resolved target] (if provided)
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool call as JSON only. Do NOT execute write.' : 'Execute the task creation after showing proposed action.'}
+
+Confirm completion or show proposed task.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const createTaskPrompt = {
+    metadata: {
+        name: 'create_task.v1',
+        title: 'Create follow-up task',
+        description: 'Create a task linked to record(s); natural-language due date; priority/owner.',
+        category: 'activity',
+        version: 'v1',
+    },
+    arguments: createTaskArguments,
+    buildMessages: buildCreateTaskMessages,
+    tokenBudget: 300, // Per spec
+};
+export default createTaskPrompt;
+//# sourceMappingURL=create-task.v1.js.map

package/dist/prompts/v1/create-task.v1.js.map

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

@@ -0,0 +1,44 @@
+/**
+ * Deal Search v1 Prompt
+ *
+ * Filter deals by owner, stage, value, close date window; output summary table.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for deal_search.v1
+ */
+export declare const DealSearchArgs: 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 DealSearchArgsType = z.infer<typeof DealSearchArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const dealSearchArguments: PromptArgument[];
+/**
+ * Build prompt messages for deal search
+ */
+export declare function buildDealSearchMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const dealSearchPrompt: PromptV1Definition;
+export default dealSearchPrompt;
+//# sourceMappingURL=deal-search.v1.d.ts.map

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

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

@@ -0,0 +1,114 @@
+/**
+ * Deal Search v1 Prompt
+ *
+ * Filter deals by owner, stage, value, close date window; output summary table.
+ */
+import { z } from 'zod';
+import { UniversalReadArgs } from './types.js';
+import { SEARCH_DEFAULTS, PAGINATION } from './constants.js';
+/**
+ * Argument schema for deal_search.v1
+ */
+export const DealSearchArgs = z.object({
+    query: z
+        .string()
+        .min(3)
+        .describe("Search query (e.g., 'deals > $50k closing this quarter')"),
+    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 dealSearchArguments = [
+    {
+        name: 'query',
+        description: "E.g., 'deals > $50k closing this quarter'",
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'limit',
+        description: `Default ${SEARCH_DEFAULTS.limit} (max ${SEARCH_DEFAULTS.maxLimit})`,
+        required: false,
+        schema: z.number().int().min(1).max(SEARCH_DEFAULTS.maxLimit),
+        default: SEARCH_DEFAULTS.limit,
+    },
+    {
+        name: 'format',
+        description: 'table | json | ids (default table)',
+        required: false,
+        schema: z.enum(['table', 'json', 'ids']),
+        default: 'table',
+    },
+    {
+        name: 'fields_preset',
+        description: 'sales_short | full (default sales_short)',
+        required: false,
+        schema: z.enum(['sales_short', 'full']),
+        default: 'sales_short',
+    },
+    {
+        name: 'verbosity',
+        description: 'brief | normal (default brief)',
+        required: false,
+        schema: z.enum(['brief', 'normal']),
+        default: 'brief',
+    },
+];
+/**
+ * Build prompt messages for deal search
+ */
+export function buildDealSearchMessages(args) {
+    const validated = DealSearchArgs.parse(args);
+    const instructions = `Call \`records_query\` for object='deals' with filters derived from "${validated.query}".
+
+Output format=${validated.format}:
+- If table: Markdown table with columns: id, name, stage, value, close_date, owner, company (max ${validated.limit} rows)
+- If json: Structured array with same fields
+- If ids: Comma-separated list of deal IDs only
+
+Fields preset=${validated.fields_preset}:
+- sales_short: Only id, name, stage, value, close_date, owner, company (token-efficient)
+- full: Include all available fields
+
+Verbosity=${validated.verbosity}:
+- brief: No preamble, just the data
+- normal: Brief context + data
+
+Include a "Next actions" section with inline tools for advancing/updating deals.
+Append "${PAGINATION.moreAvailableText}" when results exceed ${validated.limit}.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const dealSearchPrompt = {
+    metadata: {
+        name: 'deal_search.v1',
+        title: 'Find deals',
+        description: 'Filter deals by owner, stage, value, close date window. Returns summary table with key deal metrics.',
+        category: 'search',
+        version: 'v1',
+    },
+    arguments: dealSearchArguments,
+    buildMessages: buildDealSearchMessages,
+    tokenBudget: 500, // Per spec
+};
+export default dealSearchPrompt;
+//# sourceMappingURL=deal-search.v1.js.map

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

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

@@ -0,0 +1,56 @@
+/**
+ * V1 Prompts Registry
+ *
+ * Central registry for all v1 MCP prompts. Exports the catalog and
+ * provides lookup functions for handlers.
+ */
+import { PromptV1Definition } from './types.js';
+import peopleSearchPrompt from './people-search.v1.js';
+import companySearchPrompt from './company-search.v1.js';
+import dealSearchPrompt from './deal-search.v1.js';
+import meetingPrepPrompt from './meeting-prep.v1.js';
+import pipelineHealthPrompt from './pipeline-health.v1.js';
+import logActivityPrompt from './log-activity.v1.js';
+import createTaskPrompt from './create-task.v1.js';
+import advanceDealPrompt from './advance-deal.v1.js';
+import addToListPrompt from './add-to-list.v1.js';
+import qualifyLeadPrompt from './qualify-lead.v1.js';
+/**
+ * Complete v1 prompts catalog (10 prompts)
+ */
+export declare const v1PromptsCatalog: PromptV1Definition[];
+/**
+ * Get a v1 prompt by name
+ *
+ * @param name - Prompt name (e.g., "people_search.v1")
+ * @returns Prompt definition or undefined if not found
+ */
+export declare function getPromptV1ByName(name: string): PromptV1Definition | undefined;
+/**
+ * Get all v1 prompts
+ *
+ * @returns Array of all v1 prompt definitions
+ */
+export declare function getAllPromptsV1(): PromptV1Definition[];
+/**
+ * Get v1 prompts by category
+ *
+ * @param category - Category to filter by
+ * @returns Array of prompts in the category
+ */
+export declare function getPromptsV1ByCategory(category: string): PromptV1Definition[];
+/**
+ * Get all v1 prompt names
+ *
+ * @returns Array of prompt names
+ */
+export declare function getV1PromptNames(): string[];
+/**
+ * Check if a prompt name is a v1 prompt
+ *
+ * @param name - Prompt name to check
+ * @returns True if this is a v1 prompt
+ */
+export declare function isV1Prompt(name: string): boolean;
+export { peopleSearchPrompt, companySearchPrompt, dealSearchPrompt, meetingPrepPrompt, pipelineHealthPrompt, logActivityPrompt, createTaskPrompt, advanceDealPrompt, addToListPrompt, qualifyLeadPrompt, };
+//# sourceMappingURL=index.d.ts.map

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

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package/dist/prompts/v1/index.js

@@ -0,0 +1,81 @@
+/**
+ * V1 Prompts Registry
+ *
+ * Central registry for all v1 MCP prompts. Exports the catalog and
+ * provides lookup functions for handlers.
+ */
+// Import all v1 prompts
+import peopleSearchPrompt from './people-search.v1.js';
+import companySearchPrompt from './company-search.v1.js';
+import dealSearchPrompt from './deal-search.v1.js';
+import meetingPrepPrompt from './meeting-prep.v1.js';
+import pipelineHealthPrompt from './pipeline-health.v1.js';
+import logActivityPrompt from './log-activity.v1.js';
+import createTaskPrompt from './create-task.v1.js';
+import advanceDealPrompt from './advance-deal.v1.js';
+import addToListPrompt from './add-to-list.v1.js';
+import qualifyLeadPrompt from './qualify-lead.v1.js';
+/**
+ * Complete v1 prompts catalog (10 prompts)
+ */
+export const v1PromptsCatalog = [
+    // Search prompts (Phase 2)
+    peopleSearchPrompt,
+    companySearchPrompt,
+    dealSearchPrompt,
+    meetingPrepPrompt,
+    pipelineHealthPrompt,
+    // Activity/Write prompts (Phase 3)
+    logActivityPrompt,
+    createTaskPrompt,
+    advanceDealPrompt,
+    addToListPrompt,
+    // Complex analysis prompt (Phase 4)
+    qualifyLeadPrompt,
+];
+/**
+ * Get a v1 prompt by name
+ *
+ * @param name - Prompt name (e.g., "people_search.v1")
+ * @returns Prompt definition or undefined if not found
+ */
+export function getPromptV1ByName(name) {
+    return v1PromptsCatalog.find((p) => p.metadata.name === name);
+}
+/**
+ * Get all v1 prompts
+ *
+ * @returns Array of all v1 prompt definitions
+ */
+export function getAllPromptsV1() {
+    return v1PromptsCatalog;
+}
+/**
+ * Get v1 prompts by category
+ *
+ * @param category - Category to filter by
+ * @returns Array of prompts in the category
+ */
+export function getPromptsV1ByCategory(category) {
+    return v1PromptsCatalog.filter((p) => p.metadata.category === category);
+}
+/**
+ * Get all v1 prompt names
+ *
+ * @returns Array of prompt names
+ */
+export function getV1PromptNames() {
+    return v1PromptsCatalog.map((p) => p.metadata.name);
+}
+/**
+ * Check if a prompt name is a v1 prompt
+ *
+ * @param name - Prompt name to check
+ * @returns True if this is a v1 prompt
+ */
+export function isV1Prompt(name) {
+    return name.endsWith('.v1');
+}
+// Export all prompts individually for direct imports if needed
+export { peopleSearchPrompt, companySearchPrompt, dealSearchPrompt, meetingPrepPrompt, pipelineHealthPrompt, logActivityPrompt, createTaskPrompt, advanceDealPrompt, addToListPrompt, qualifyLeadPrompt, };
+//# sourceMappingURL=index.js.map

package/dist/prompts/v1/index.js.map

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package/dist/prompts/v1/log-activity.v1.d.ts

@@ -0,0 +1,48 @@
+/**
+ * Log Activity v1 Prompt
+ *
+ * Append a call/meeting note/email summary to a Person, Company, or Deal
+ * by URL/ID or quick search.
+ */
+import { z } from 'zod';
+import { PromptV1Definition, PromptMessage, PromptArgument } from './types.js';
+/**
+ * Argument schema for log_activity.v1
+ */
+export declare const LogActivityArgs: z.ZodObject<{
+    target: z.ZodString;
+    type: z.ZodEnum<["call", "meeting", "email", "note"]>;
+    summary: z.ZodString;
+    visibility: z.ZodDefault<z.ZodOptional<z.ZodEnum<["internal", "shared"]>>>;
+    create_follow_up: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+    dry_run: z.ZodDefault<z.ZodOptional<z.ZodBoolean>>;
+}, "strip", z.ZodTypeAny, {
+    type: "email" | "note" | "meeting" | "call";
+    target: string;
+    visibility: "internal" | "shared";
+    summary: string;
+    create_follow_up: boolean;
+    dry_run: boolean;
+}, {
+    type: "email" | "note" | "meeting" | "call";
+    target: string;
+    summary: string;
+    visibility?: "internal" | "shared" | undefined;
+    create_follow_up?: boolean | undefined;
+    dry_run?: boolean | undefined;
+}>;
+export type LogActivityArgsType = z.infer<typeof LogActivityArgs>;
+/**
+ * Argument definitions for registration
+ */
+export declare const logActivityArguments: PromptArgument[];
+/**
+ * Build prompt messages for logging activity
+ */
+export declare function buildLogActivityMessages(args: Record<string, unknown>): PromptMessage[];
+/**
+ * Complete prompt definition
+ */
+export declare const logActivityPrompt: PromptV1Definition;
+export default logActivityPrompt;
+//# sourceMappingURL=log-activity.v1.d.ts.map

package/dist/prompts/v1/log-activity.v1.d.ts.map

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package/dist/prompts/v1/log-activity.v1.js

@@ -0,0 +1,124 @@
+/**
+ * Log Activity v1 Prompt
+ *
+ * Append a call/meeting note/email summary to a Person, Company, or Deal
+ * by URL/ID or quick search.
+ */
+import { z } from 'zod';
+import { DryRunArg } from './types.js';
+/**
+ * Argument schema for log_activity.v1
+ */
+export const LogActivityArgs = z.object({
+    target: z
+        .string()
+        .min(3)
+        .describe('Attio URL, record ID, or "search:<query>"'),
+    type: z
+        .enum(['call', 'meeting', 'email', 'note'])
+        .describe('Type of activity to log'),
+    summary: z.string().min(5).describe('Plain-text synopsis of the activity'),
+    visibility: z
+        .enum(['internal', 'shared'])
+        .optional()
+        .default('internal')
+        .describe('Visibility setting'),
+    create_follow_up: z
+        .boolean()
+        .optional()
+        .default(false)
+        .describe('If true, prompt will suggest a follow-up task'),
+    dry_run: DryRunArg,
+});
+/**
+ * Argument definitions for registration
+ */
+export const logActivityArguments = [
+    {
+        name: 'target',
+        description: 'Attio URL, ID, or "search:<query>"',
+        required: true,
+        schema: z.string().min(3),
+    },
+    {
+        name: 'type',
+        description: 'call | meeting | email | note',
+        required: true,
+        schema: z.enum(['call', 'meeting', 'email', 'note']),
+    },
+    {
+        name: 'summary',
+        description: 'Plain-text activity synopsis',
+        required: true,
+        schema: z.string().min(5),
+    },
+    {
+        name: 'visibility',
+        description: 'internal | shared (default internal)',
+        required: false,
+        schema: z.enum(['internal', 'shared']),
+        default: 'internal',
+    },
+    {
+        name: 'create_follow_up',
+        description: 'Suggest follow-up 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 logging activity
+ */
+export function buildLogActivityMessages(args) {
+    const validated = LogActivityArgs.parse(args);
+    const instructions = `You are a CRM assistant. Log a ${validated.type} activity to "${validated.target}".
+
+Steps:
+1. Resolve target: If starts with "search:", call \`records_query\` to find one record (prefer exact domain/email or name match). If multiple matches, list up to 5 for disambiguation and STOP.
+
+2. Create activity note: Call \`notes.create\` (or appropriate write tool) with:
+   - Type: ${validated.type}
+   - Summary: "${validated.summary}"
+   - Visibility: ${validated.visibility}
+   - Link to resolved record
+
+3. ${validated.create_follow_up ? 'Suggest a concrete follow-up task and, only on approval, call `tasks.create`.' : 'No follow-up task needed.'}
+
+${validated.dry_run ? 'DRY RUN MODE: Output proposed tool calls as JSON only. Do NOT execute writes.' : 'Execute the writes after showing proposed actions.'}
+
+Keep response concise. Confirm completion or show proposed changes.`;
+    return [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: instructions,
+            },
+        },
+    ];
+}
+/**
+ * Complete prompt definition
+ */
+export const logActivityPrompt = {
+    metadata: {
+        name: 'log_activity.v1',
+        title: 'Log a call or note',
+        description: 'Append a call/meeting note/email summary to a Person, Company, or Deal. Asks for confirmation before write.',
+        category: 'activity',
+        version: 'v1',
+    },
+    arguments: logActivityArguments,
+    buildMessages: buildLogActivityMessages,
+    tokenBudget: 300, // Per spec
+};
+export default logActivityPrompt;
+//# sourceMappingURL=log-activity.v1.js.map

package/dist/prompts/v1/log-activity.v1.js.map

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