attio-mcp 1.1.1 → 1.1.2

package/dist/services/search-utilities/SearchScorer.js

@@ -0,0 +1,243 @@
+import uFuzzy from '@leeoniya/ufuzzy';
+import { parseQuery } from '../../api/operations/query-parser.js';
+/**
+ * Score weights for search relevance ranking
+ *
+ * Hierarchy (descending):
+ * 1. Exact matches (1200-900) - Highest confidence signals
+ * 2. Prefix matches (350) - Strong relevance indicators
+ * 3. Multi-token matches (250) - All query terms present
+ * 4. Fuzzy matches (240 base) - Typo tolerance
+ * 5. Single token matches (40-90) - Partial relevance
+ *
+ * Rationale:
+ * - Domain > Email > Phone > Name: Domains are most discriminative (unique per company)
+ * - Exact > Prefix > Fuzzy > Token: Match precision determines confidence
+ * - 79% ratio (email/domain): Email nearly as strong as domain for identity
+ * - 20% ratio (partial/exact): Partial matches indicate relevance but lower confidence
+ */
+const SCORE_WEIGHTS = {
+    domainExact: 1200, // Highest - exact domain match is strongest identity signal
+    domainPartial: 250, // 20% of exact - partial domain match (e.g., "acme" in "acme-corp.com")
+    emailExact: 950, // 79% of domain - email nearly as strong as domain for person identity
+    phoneExact: 900, // 75% of domain - phone is strong but less unique than domain/email
+    nameExact: 600, // 50% of domain - names have more collisions than domains
+    namePrefix: 350, // 29% of exact - "John" matching "John Smith" is strong signal
+    allTokensInName: 250, // All query tokens present - multi-word match confidence
+    tokenInName: 90, // Single token in name - weak signal (e.g., "Smith" is common)
+    tokenInDomain: 70, // Single token in domain - slightly weaker than name
+    tokenInEmail: 40, // Single token in email - weakest signal (high noise)
+    fuzzyBase: 240, // Base score for fuzzy matches (typo tolerance)
+    fuzzyStep: 24, // Penalty per character difference in fuzzy match (10% of base)
+};
+function normalizeString(value) {
+    return value.toLowerCase().trim();
+}
+function normalizeDomain(value) {
+    return normalizeString(value.replace(/^https?:\/\//, '').replace(/^www\./, ''));
+}
+function dedupe(values) {
+    return Array.from(new Set(values.filter(Boolean)));
+}
+function collectStrings(value, keys = []) {
+    const results = [];
+    const pushValue = (candidate) => {
+        if (typeof candidate === 'string' && candidate.trim()) {
+            results.push(normalizeString(candidate));
+        }
+    };
+    if (!value) {
+        return results;
+    }
+    if (typeof value === 'string') {
+        pushValue(value);
+        return results;
+    }
+    if (Array.isArray(value)) {
+        value.forEach((item) => {
+            if (typeof item === 'string') {
+                pushValue(item);
+            }
+            else if (item && typeof item === 'object') {
+                keys.forEach((key) => {
+                    pushValue(item[key]);
+                });
+            }
+        });
+        return results;
+    }
+    if (value && typeof value === 'object') {
+        keys.forEach((key) => {
+            pushValue(value[key]);
+        });
+    }
+    return results;
+}
+function extractName(values) {
+    const nameValue = values.name;
+    if (typeof nameValue === 'string') {
+        return normalizeString(nameValue);
+    }
+    if (Array.isArray(nameValue) && nameValue.length > 0) {
+        const first = nameValue[0];
+        if (typeof first === 'string') {
+            return normalizeString(first);
+        }
+        if (first && typeof first === 'object') {
+            const candidate = first.full_name ??
+                first.formatted ??
+                first.value;
+            if (typeof candidate === 'string') {
+                return normalizeString(candidate);
+            }
+        }
+    }
+    const fullName = values.full_name;
+    if (typeof fullName === 'string') {
+        return normalizeString(fullName);
+    }
+    const titleValue = values.title;
+    if (typeof titleValue === 'string') {
+        return normalizeString(titleValue);
+    }
+    return '';
+}
+function extractRecordInfo(record) {
+    const values = (record?.values ?? {});
+    const name = extractName(values);
+    const rawDomains = collectStrings(values.domains, ['domain', 'value']).map(normalizeDomain);
+    const websiteValue = values.website;
+    if (typeof websiteValue === 'string') {
+        rawDomains.push(normalizeDomain(websiteValue));
+    }
+    const domains = dedupe(rawDomains);
+    const emails = dedupe(collectStrings(values.email_addresses, ['email_address', 'value']));
+    const phones = dedupe(collectStrings(values.phone_numbers, ['number', 'normalized', 'value']));
+    const phoneVariants = new Set();
+    phones.forEach((phone) => {
+        const digitsOnly = phone.replace(/\D+/g, '');
+        phoneVariants.add(phone);
+        if (digitsOnly) {
+            phoneVariants.add(digitsOnly);
+            phoneVariants.add(`+${digitsOnly}`);
+            if (digitsOnly.length === 10) {
+                phoneVariants.add(`+1${digitsOnly}`);
+            }
+            if (digitsOnly.length === 11 && digitsOnly.startsWith('1')) {
+                phoneVariants.add(`+${digitsOnly}`);
+            }
+        }
+    });
+    const haystack = dedupe([name, ...domains, ...emails, ...phones])
+        .filter(Boolean)
+        .join(' ');
+    return {
+        name,
+        domains,
+        emails,
+        phones,
+        phoneVariants,
+        haystack: haystack || name,
+    };
+}
+function applyStructuredScoring(candidate, parsed) {
+    const { info } = candidate;
+    parsed.domains.forEach((domain) => {
+        const normalized = normalizeDomain(domain);
+        if (info.domains.includes(normalized)) {
+            candidate.score += SCORE_WEIGHTS.domainExact;
+        }
+        else if (info.domains.some((storedDomain) => storedDomain.includes(normalized))) {
+            candidate.score += SCORE_WEIGHTS.domainPartial;
+        }
+    });
+    parsed.emails.forEach((email) => {
+        const normalized = normalizeString(email);
+        if (info.emails.includes(normalized)) {
+            candidate.score += SCORE_WEIGHTS.emailExact;
+        }
+    });
+    parsed.phones.forEach((phone) => {
+        if (info.phoneVariants.has(phone)) {
+            candidate.score += SCORE_WEIGHTS.phoneExact;
+        }
+    });
+    if (parsed.normalizedQuery && info.name === parsed.normalizedQuery) {
+        candidate.score += SCORE_WEIGHTS.nameExact;
+    }
+    else if (parsed.normalizedQuery &&
+        info.name.startsWith(parsed.normalizedQuery)) {
+        candidate.score += SCORE_WEIGHTS.namePrefix;
+    }
+    const tokens = parsed.tokens.map((token) => token.toLowerCase());
+    if (tokens.length > 0 && tokens.every((token) => info.name.includes(token))) {
+        candidate.score += SCORE_WEIGHTS.allTokensInName;
+    }
+    tokens.forEach((token) => {
+        if (info.name.includes(token)) {
+            candidate.score += SCORE_WEIGHTS.tokenInName;
+        }
+        if (info.domains.some((domain) => domain.includes(token))) {
+            candidate.score += SCORE_WEIGHTS.tokenInDomain;
+        }
+        if (info.emails.some((email) => email.includes(token))) {
+            candidate.score += SCORE_WEIGHTS.tokenInEmail;
+        }
+    });
+}
+function applyFuzzyScoring(candidates, parsed) {
+    const needle = parsed.normalizedQuery ||
+        parsed.tokens.join(' ').toLowerCase() ||
+        parsed.domains.join(' ').toLowerCase();
+    if (!needle) {
+        return;
+    }
+    const haystack = candidates.map(({ info }) => info.haystack || info.name);
+    const uf = new uFuzzy({ unicode: true });
+    const searchResult = uf.search(haystack, needle);
+    if (!searchResult) {
+        return;
+    }
+    const indices = searchResult[0];
+    const order = searchResult[2];
+    if (!Array.isArray(indices) || indices.length === 0) {
+        return;
+    }
+    indices.forEach((matchIdx, resultIdx) => {
+        if (typeof matchIdx !== 'number' || matchIdx >= candidates.length) {
+            return;
+        }
+        const orderValue = Array.isArray(order) && typeof order[resultIdx] === 'number'
+            ? order[resultIdx]
+            : resultIdx;
+        const bonus = SCORE_WEIGHTS.fuzzyBase -
+            SCORE_WEIGHTS.fuzzyStep * Math.min(orderValue, 10);
+        candidates[matchIdx].score += Math.max(0, bonus);
+    });
+}
+export function scoreAndRank(query, results, parsedInput) {
+    const trimmedQuery = query.trim();
+    if (!trimmedQuery || results.length <= 1) {
+        return results.slice();
+    }
+    const parsed = parsedInput ?? parseQuery(trimmedQuery);
+    const candidates = results.map((record, index) => ({
+        record,
+        originalIndex: index,
+        score: 0,
+        info: extractRecordInfo(record),
+    }));
+    candidates.forEach((candidate) => {
+        applyStructuredScoring(candidate, parsed);
+    });
+    applyFuzzyScoring(candidates, parsed);
+    return candidates
+        .sort((a, b) => {
+        if (b.score !== a.score) {
+            return b.score - a.score;
+        }
+        return a.originalIndex - b.originalIndex;
+    })
+        .map((candidate) => candidate.record);
+}
+//# sourceMappingURL=SearchScorer.js.map

package/dist/services/search-utilities/SearchScorer.js.map

@@ -0,0 +1 @@
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package/dist/services/search-utilities/SearchUtilities.d.ts

@@ -38,6 +38,11 @@ export declare class SearchUtilities {
      * Helper method to extract field value from a task record for content search
      */
     static getTaskFieldValue(task: AttioRecord, field: string): string;
+    /**
+     * Helper method to extract field value from a note record for content search
+     * Issue #888: Support notes search by title and content
+     */
+    static getNoteFieldValue(note: AttioRecord, field: string): string;
     /**
      * Create date filter from timeframe parameters
      */

package/dist/services/search-utilities/SearchUtilities.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"SearchUtilities.d.ts","sourceRoot":"","sources":["../../../src/services/search-utilities/SearchUtilities.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,WAAW,EAAE,MAAM,sBAAsB,CAAC;AACnD,OAAO,EAAE,eAAe,EAAE,MAAM,oCAAoC,CAAC;AAkBrE;;GAEG;AACH,qBAAa,eAAe;IAC1B;;;OAGG;IACH,MAAM,CAAC,eAAe,CACpB,OAAO,EAAE,WAAW,EAAE,EACtB,KAAK,EAAE,MAAM,EACb,YAAY,EAAE,MAAM,EAAE,GACrB,WAAW,EAAE;IAwDhB;;;OAGG;IACH,MAAM,CAAC,aAAa,CAAC,MAAM,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAQhE;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,2BAA2B;IAkB1C;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,sBAAsB;IAiBrC;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,kBAAkB;IAWjC;;OAEG;IACH,MAAM,CAAC,iBAAiB,CAAC,IAAI,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAoBlE;;OAEG;IACH,MAAM,CAAC,iBAAiB,CAAC,IAAI,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAoBlE;;OAEG;IACH,MAAM,CAAC,gBAAgB,CACrB,eAAe,EAAE,eAAe,GAC/B,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,IAAI;IAuDjC;;OAEG;IACH,MAAM,CAAC,YAAY,CACjB,eAAe,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,SAAS,EACpD,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAClC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;CA+B3B"}
+{"version":3,"file":"SearchUtilities.d.ts","sourceRoot":"","sources":["../../../src/services/search-utilities/SearchUtilities.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,WAAW,EAAE,MAAM,sBAAsB,CAAC;AACnD,OAAO,EAAE,eAAe,EAAE,MAAM,oCAAoC,CAAC;AAkBrE;;GAEG;AACH,qBAAa,eAAe;IAC1B;;;OAGG;IACH,MAAM,CAAC,eAAe,CACpB,OAAO,EAAE,WAAW,EAAE,EACtB,KAAK,EAAE,MAAM,EACb,YAAY,EAAE,MAAM,EAAE,GACrB,WAAW,EAAE;IAwDhB;;;OAGG;IACH,MAAM,CAAC,aAAa,CAAC,MAAM,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAQhE;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,2BAA2B;IAkB1C;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,sBAAsB;IAiBrC;;OAEG;IACH,OAAO,CAAC,MAAM,CAAC,kBAAkB;IAWjC;;OAEG;IACH,MAAM,CAAC,iBAAiB,CAAC,IAAI,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAoBlE;;OAEG;IACH,MAAM,CAAC,iBAAiB,CAAC,IAAI,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAoBlE;;;OAGG;IACH,MAAM,CAAC,iBAAiB,CAAC,IAAI,EAAE,WAAW,EAAE,KAAK,EAAE,MAAM,GAAG,MAAM;IAoBlE;;OAEG;IACH,MAAM,CAAC,gBAAgB,CACrB,eAAe,EAAE,eAAe,GAC/B,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,IAAI;IAuDjC;;OAEG;IACH,MAAM,CAAC,YAAY,CACjB,eAAe,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAAG,SAAS,EACpD,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,GAClC,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC;CA+B3B"}

package/dist/services/search-utilities/SearchUtilities.js

@@ -148,6 +148,26 @@ export class SearchUtilities {
         }
         return '';
     }
+    /**
+     * Helper method to extract field value from a note record for content search
+     * Issue #888: Support notes search by title and content
+     */
+    static getNoteFieldValue(note, field) {
+        const values = note.values;
+        if (!values)
+            return '';
+        const fieldValue = values[field];
+        // Handle different field value structures for notes
+        if (typeof fieldValue === 'string') {
+            return fieldValue;
+        }
+        else if (fieldValue &&
+            typeof fieldValue === 'object' &&
+            'value' in fieldValue) {
+            return String(fieldValue.value || '');
+        }
+        return '';
+    }
     /**
      * Create date filter from timeframe parameters
      */

package/dist/services/search-utilities/SearchUtilities.js.map

@@ -1 +1 @@
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package/dist/smithery.d.ts

@@ -12,7 +12,7 @@ import { z } from 'zod';
 export declare const configSchema: z.ZodObject<{
     ATTIO_API_KEY: z.ZodOptional<z.ZodString>;
     ATTIO_WORKSPACE_ID: z.ZodOptional<z.ZodString>;
-    ATTIO_MCP_TOOL_MODE: z.ZodOptional<z.ZodDefault<z.ZodEnum<["full", "search"]>>>;
+    ATTIO_MCP_TOOL_MODE: z.ZodOptional<z.ZodEnum<["full", "search"]>>;
     debug: z.ZodOptional<z.ZodDefault<z.ZodBoolean>>;
 }, "strip", z.ZodTypeAny, {
     ATTIO_API_KEY?: string | undefined;

package/dist/smithery.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"smithery.d.ts","sourceRoot":"","sources":["../src/smithery.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB;;;GAGG;AACH,eAAO,MAAM,YAAY;;;;;;;;;;;;;;;EAcvB,CAAC;AAEH;;;;;GAKG;AACH,MAAM,CAAC,OAAO,UAAU,YAAY,CAAC,EACnC,MAAM,GACP,EAAE;IACD,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,OAAO,YAAY,CAAC,CAAC;CACtC;;;;;;;;;;;;;;;;;;;;;;GA8BA"}
+{"version":3,"file":"smithery.d.ts","sourceRoot":"","sources":["../src/smithery.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAGH,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB;;;GAGG;AACH,eAAO,MAAM,YAAY;;;;;;;;;;;;;;;EAavB,CAAC;AAEH;;;;;GAKG;AACH,MAAM,CAAC,OAAO,UAAU,YAAY,CAAC,EACnC,MAAM,GACP,EAAE;IACD,MAAM,EAAE,CAAC,CAAC,KAAK,CAAC,OAAO,YAAY,CAAC,CAAC;CACtC;;;;;;;;;;;;;;;;;;;;;;GAgCA"}

package/dist/smithery.js

@@ -18,7 +18,6 @@ export const configSchema = z.object({
         .optional(),
     ATTIO_MCP_TOOL_MODE: z
         .enum(['full', 'search'])
-        .default('full')
         .describe('Tool mode: "full" (all 33 tools, requires ChatGPT Developer Mode) or "search" (only search/fetch/health-check for non-Developer Mode users)')
         .optional(),
     debug: z.boolean().default(false).describe('Enable debug logging').optional(),
@@ -36,17 +35,20 @@ export default function createServer({ config, }) {
     }
     // Set server mode flag to enable background intervals (performance tracking, etc.)
     process.env.MCP_SERVER_MODE = 'true';
-    // CRITICAL: Apply user-configured tool mode or default to full mode (Issue #869)
-    // See: docs/architecture/tool-modes.md for implementation details
-    const toolMode = config?.ATTIO_MCP_TOOL_MODE || 'full';
-    if (toolMode === 'full') {
-        // Full mode: Delete env var to expose all 33 universal tools
+    // CRITICAL: Tool mode configuration (Issue #869 final fix)
+    // Do NOT set environment variables - Smithery manages them at container level
+    // If user didn't provide ATTIO_MCP_TOOL_MODE, ensure env var is not set
+    // This allows isSearchOnlyMode() to return false (full tool access)
+    if (!config?.ATTIO_MCP_TOOL_MODE) {
         delete process.env.ATTIO_MCP_TOOL_MODE;
     }
-    else {
-        // Search-only mode: Set env var to restrict to search/fetch/health-check
+    else if (config.ATTIO_MCP_TOOL_MODE === 'search') {
         process.env.ATTIO_MCP_TOOL_MODE = 'search';
     }
+    else {
+        // User explicitly set 'full' mode
+        delete process.env.ATTIO_MCP_TOOL_MODE;
+    }
     // Create the MCP server with a context that provides access to config
     // The API key is only checked when tools are actually invoked
     const server = buildServer({

package/dist/smithery.js.map

@@ -1 +1 @@
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package/dist/utils/mcp-discovery.d.ts.map

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+{"version":3,"file":"mcp-discovery.d.ts","sourceRoot":"","sources":["../../src/utils/mcp-discovery.ts"],"names":[],"mappings":"AAGA,OAAO,KAAK,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AA6B/D,MAAM,WAAW,gBAAgB;IAC/B,KAAK,EAAE,IAAI,EAAE,CAAC;CACf;AAED,MAAM,WAAW,aAAa;IAC5B,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,QAAQ,EAAE,MAAM,CAAC;CAClB;AAED,MAAM,WAAW,kBAAkB;IACjC,OAAO,EAAE,aAAa,EAAE,CAAC;CAC1B;AAwBD,wBAAgB,mBAAmB,IAAI,gBAAgB,CAItD;AAED,wBAAgB,qBAAqB,IAAI,kBAAkB,CAU1D"}

package/dist/utils/mcp-discovery.js

@@ -1,6 +1,23 @@
 import { TOOL_DEFINITIONS } from '../handlers/tools/registry.js';
 import { filterAllowedTools } from '../config/tool-mode.js';
 import { getAllPrompts } from '../prompts/templates/index.js';
+const WRITE_TOOL_PATTERN = /(create|update|delete|remove|add|batch|commit|write)/i;
+function ensureAnnotations(tool) {
+    const typedTool = tool;
+    const annotations = {
+        ...(typedTool.annotations ?? {}),
+    };
+    if (annotations.readOnlyHint === undefined) {
+        annotations.readOnlyHint = !WRITE_TOOL_PATTERN.test(tool.name);
+    }
+    if (annotations.openWorldHint === undefined) {
+        annotations.openWorldHint = true;
+    }
+    return {
+        ...tool,
+        annotations,
+    };
+}
 function flattenToolDefinitions() {
     const allTools = [];
     for (const toolDefs of Object.values(TOOL_DEFINITIONS)) {
@@ -15,7 +32,8 @@ function flattenToolDefinitions() {
             allTools.push(...Object.values(toolDefs));
         }
     }
-    return filterAllowedTools(allTools);
+    const allowed = filterAllowedTools(allTools);
+    return allowed.map((tool) => ensureAnnotations(tool));
 }
 export function getToolsListPayload() {
     return {

package/dist/utils/mcp-discovery.js.map

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "attio-mcp",
-  "version": "1.1.1",
+  "version": "1.1.2",
   "description": "AI-powered access to Attio CRM. Manage contacts, companies, deals, tasks, and notes. Search records, update pipelines, and automate workflows for sales and GTM teams.",
   "main": "dist/smithery.js",
   "module": "src/smithery.ts",
@@ -76,6 +76,7 @@
     "perf:monitor": "node scripts/performance-monitor.cjs",
     "perf:report": "npm run test:performance -- --reporter=json > performance-results.json",
     "perf:budgets": "node scripts/check-performance-budgets.cjs",
+    "test:attio-operators": "tsx scripts/test-attio-operators.mjs",
     "check:offline": "tsc --project configs/tsconfig/tsconfig.offline.json --noEmit",
     "analyze:token-footprint": "tsx scripts/analyze-token-footprint.ts",
     "migrate-config": "node scripts/migrate-user-config.js",
@@ -189,6 +190,7 @@
   "homepage": "https://github.com/kesslerio/attio-mcp-server#readme",
   "dependencies": {
     "@dqbd/tiktoken": "^1.0.15",
+    "@leeoniya/ufuzzy": "^1.0.14",
     "@modelcontextprotocol/sdk": "^1.4.1",
     "@smithery/sdk": "^1.6.6",
     "chalk": "^5.3.0",
@@ -198,6 +200,7 @@
     "fast-safe-stringify": "^2.1.1",
     "handlebars": "^4.7.8",
     "libphonenumber-js": "^1.12.16",
+    "lru-cache": "^11.2.2",
     "ora": "^7.0.1",
     "safe-stable-stringify": "^2.5.0",
     "sanitize-html": "^2.17.0",