attio-mcp 1.4.1 → 1.6.0

package/CHANGELOG.md

@@ -7,6 +7,45 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [1.6.0] - 2026-05-05
+
+**TL;DR for Users**: This release makes common company and deal writes easier, completes universal record support for custom objects, and fixes workspace-member lookups returned by list tools.
+
+### Added
+
+- Scoped `create_company`, `update_company`, `create_deal`, and `update_deal` tools for high-frequency company/deal writes without manually selecting `resource_type` (#1175)
+
+### Changed
+
+- Maintenance updates for npm trusted publishing reliability and current runtime/dependency compatibility (#1172, #1178)
+
+### Fixed
+
+- Universal record tools now support config-discovered custom objects for details, create, update, and delete, matching existing search support (#1161)
+- `get-workspace-member` now accepts valid `workspace_member_id` values returned by `list-workspace-members` (#1173, #1176)
+
+## [1.5.0] - 2026-04-09
+
+**TL;DR for Users**: This release adds record interaction history, expands search support for custom objects, and fixes several high-friction update, search, and validation issues across the Attio MCP server.
+
+### Added
+
+- **`get_record_interactions` tool** (#1116) - Retrieve interaction history for a record without leaving the MCP workflow
+
+### Changed
+
+- Search tools now accept config-discovered custom object slugs and preserve custom object labels in search output and errors (#1138)
+- `update_record` is more forgiving with legacy payload shapes by accepting `data`, top-level field updates, JSON string updates, and normalized stage title/status inputs (#1099, #1100)
+
+### Fixed
+
+- Restored live timeframe search behavior for one-sided `created_at` and `last_interaction` queries, and made unsupported people/company `modified` timeframe requests fail clearly instead of returning misleading empty results (#1126)
+- Fixed search translation regressions that could block valid queries from reaching Attio (#1131)
+- Hardened people/company relationship validation so direct IDs, nested references, and array-based company payloads consistently trigger company existence checks during people updates (#1125, #1129, #1130)
+- Fixed task creation so `linked_records` are passed through correctly and deal updates no longer fail on valid status values such as `MQL` (#1098, #1109)
+- Increased response size handling for bulk search results from 40 KB to 500 KB to avoid truncating larger result sets (#1110)
+- Redacted credential-derived metadata from Smithery diagnostics and hardened internal debug logging so runtime troubleshooting no longer exposes secret-derived details (#1141, #1142, #1147, #1169, #1170)
+
 ## [1.4.1] - 2026-01-28
 
 ### Added
@@ -899,7 +938,9 @@ Users upgrading from v0.1.x should note:
 - Troubleshooting guides
 - Development and contribution guidelines
 
-[Unreleased]: https://github.com/kesslerio/attio-mcp-server/compare/v1.4.1...HEAD
+[Unreleased]: https://github.com/kesslerio/attio-mcp-server/compare/v1.6.0...HEAD
+[1.6.0]: https://github.com/kesslerio/attio-mcp-server/compare/v1.5.0...v1.6.0
+[1.5.0]: https://github.com/kesslerio/attio-mcp-server/compare/v1.4.1...v1.5.0
 [1.4.1]: https://github.com/kesslerio/attio-mcp-server/compare/v1.4.0...v1.4.1
 [1.4.0]: https://github.com/kesslerio/attio-mcp-server/compare/v1.3.6...v1.4.0
 [1.3.6]: https://github.com/kesslerio/attio-mcp-server/compare/v1.3.5...v1.3.6

package/README.md

@@ -29,13 +29,14 @@ ChatGPT Pro/Plus users can access the Attio toolset through natural language usi
 
 ## ✨ Core Features & Implementation Status
 
-### 🎯 **Universal Tools Architecture** (14 Tools)
+### 🎯 **Universal Tools Architecture** (19 Universal Operations)
 
-**68% Tool Reduction**: Consolidated 40+ resource-specific tools into 14 universal operations for consistent, powerful CRM management.
+**Focused Tool Surface**: Consolidated 40+ resource-specific tools into universal operations, then added scoped high-frequency write tools for safer company and deal updates.
 
 - **High Performance**: 89.7% speed improvement with 227KB memory reduction (PR #483)
 - **Enterprise Quality**: 97.15/100 production readiness score with zero breaking changes
 - **Clean Architecture**: Complete production-test separation with mock factory pattern
+- **Scoped Tool Policy**: Add scoped default tools only when the workflow is frequent, a generic write can mutate the wrong object class, and the scoped tool removes a model decision instead of merely renaming a universal call
 
 ### 📊 **Feature Implementation Status**
 
@@ -56,7 +57,8 @@ ChatGPT Pro/Plus users can access the Attio toolset through natural language usi
 ### 📊 **Company Management**
 
 - **Universal Search**: Find companies with `search_records` and `search_records_advanced`
-- **Full CRUD**: Create, read, update, and delete with universal record operations
+- **Scoped Writes**: Create and update companies with `create_company` and `update_company`
+- **Full CRUD**: Create, read, update, and delete with universal record operations when a scoped tool is not available
 - **Relationship Discovery**: Find companies through `search_records_by_relationship`
 - **Batch Operations**: Process hundreds of companies with `batch_records`
 - **Detailed Information**: Get contact, business, and social info with `get_record_info`
@@ -83,6 +85,7 @@ ChatGPT Pro/Plus users can access the Attio toolset through natural language usi
 - **Entry Management**: Add, remove, and update list memberships
 - **Deal Tracking**: Monitor opportunities and revenue pipeline
 - **Deal Defaults**: Configurable default stage, owner, and currency for streamlined deal creation
+- **Scoped Deal Writes**: Create and update deals with `create_deal` and `update_deal`
 
 ### ✅ **Task Management**
 
@@ -196,14 +199,14 @@ For complete prompt documentation, see [docs/prompts/v1-catalog.md](./docs/promp
 
 ### **API Compatibility**
 
-- **Universal Tools**: Primary interface (14 tools) - recommended for all new integrations
+- **Universal Tools**: Primary interface (19 tools) - recommended for all new integrations
 - **Legacy Tools**: Available via `DISABLE_UNIVERSAL_TOOLS=true` environment variable (deprecated)
 - **Lists API**: Fully functional with complete CRUD operations (contrary to some outdated documentation)
 
 ### 🤝 **OpenAI MCP Compatibility**
 
 - **Developer Mode Ready**: Every tool now publishes MCP safety annotations (`readOnlyHint`, `destructiveHint`) so OpenAI Developer Mode can auto-approve reads and request confirmation for writes.
-- **Full Tool Access (Default)**: All 35 tools are exposed by default (21 universal + 11 list + 3 workspace member). Do NOT set `ATTIO_MCP_TOOL_MODE` in Smithery configuration for full access.
+- **Full Tool Access (Default)**: All 41 tools are exposed by default (26 universal/OpenAI + 12 list + 3 workspace member). Do NOT set `ATTIO_MCP_TOOL_MODE` in Smithery configuration for full access.
 - **Search-Only Mode**: To restrict to read-only tools (`search`, `fetch`, `aaa-health-check`), explicitly configure `ATTIO_MCP_TOOL_MODE: 'search'` in Smithery dashboard when Developer Mode is unavailable.
 - **Detailed Guide**: See [docs/chatgpt-developer-mode.md](./docs/chatgpt-developer-mode.md) for environment variables, approval flows, and validation tips.
 - **User Documentation**: See the [ChatGPT Developer Mode docs](./docs/chatgpt-developer-mode.md) for a complete walkthrough of approval flows and setup instructions.

package/dist/api/client-context.d.ts.map

@@ -1 +1 @@
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package/dist/api/client-context.js

@@ -18,13 +18,9 @@ const FAILED_CONTEXT_CACHE_TTL = 10000; // 10 seconds - increased for retry scen
  * Uses WeakMap for secure storage when possible.
  */
 export function setClientContext(context) {
-    // Debug logging for Issue #891: Track context storage
-    const typedContext = context;
     logger.debug('Storing context', {
         hasContext: Boolean(context),
-        contextKeys: Object.keys(context),
-        hasGetApiKeyFunction: typeof typedContext.getApiKey === 'function',
-        hasDirectApiKey: Boolean(typedContext.ATTIO_API_KEY),
+        contextKeyCount: Object.keys(context).length,
         timestamp: new Date().toISOString(),
     });
     // Reuse existing key if available to prevent memory accumulation
@@ -96,26 +92,20 @@ export function getContextApiKey() {
     const shouldSkipGetter = failedContextCache.has(getApiKeyIdentifier);
     logger.debug('Attempting API key/token resolution', {
         hasContext: Boolean(context),
-        hasGetApiKeyFunction: typeof typedContext.getApiKey === 'function',
         shouldSkipGetter,
-        hasDirectApiKey: Boolean(typedContext.ATTIO_API_KEY),
-        hasDirectAccessToken: Boolean(typedContext.ATTIO_ACCESS_TOKEN),
-        directKeyLength: typedContext.ATTIO_API_KEY?.length || 0,
-        directTokenLength: typedContext.ATTIO_ACCESS_TOKEN?.length || 0,
     });
     if (typeof typedContext.getApiKey === 'function' && !shouldSkipGetter) {
+        logger.debug('Calling context credential getter');
         try {
             const key = typedContext.getApiKey();
-            logger.debug('Function call result', {
-                resolved: Boolean(key),
-                keyLength: key?.length || 0,
-            });
             if (key && typeof key === 'string' && key.trim()) {
+                logger.debug('Context credential getter returned a usable credential');
                 return key;
             }
+            logger.debug('Context credential getter returned no usable credential');
         }
-        catch (error) {
-            logger.debug('Function call failed', { error });
+        catch (_error) {
+            logger.debug('Context credential getter failed');
             // Cache this failure to avoid repeated exceptions
             // Clear existing timer if present to prevent duplicates
             const existingTimer = failedContextCache.get(getApiKeyIdentifier);
@@ -132,16 +122,16 @@ export function getContextApiKey() {
     // Try direct property access - ATTIO_API_KEY first
     if (typeof typedContext.ATTIO_API_KEY === 'string' &&
         typedContext.ATTIO_API_KEY.trim()) {
-        logger.debug('Using direct ATTIO_API_KEY property');
+        logger.debug('Using direct context credential property');
         return typedContext.ATTIO_API_KEY;
     }
     // Fallback to ATTIO_ACCESS_TOKEN (Issue #928 - OAuth token support)
     if (typeof typedContext.ATTIO_ACCESS_TOKEN === 'string' &&
         typedContext.ATTIO_ACCESS_TOKEN.trim()) {
-        logger.debug('Using direct ATTIO_ACCESS_TOKEN property');
+        logger.debug('Using direct context credential property');
         return typedContext.ATTIO_ACCESS_TOKEN;
     }
-    logger.debug('No API key or access token found in context');
+    logger.debug('No usable credential found in context');
     return undefined;
 }
 /**

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+{"version":3,"file":"client-context.js","sourceRoot":"","sources":["../../src/api/client-context.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,mBAAmB,CAAC;AAEvD,MAAM,MAAM,GAAG,kBAAkB,CAAC,gBAAgB,CAAC,CAAC;AAEpD,iEAAiE;AACjE,MAAM,cAAc,GAAG,IAAI,OAAO,EAAmC,CAAC;AACtE,IAAI,UAAU,GAAkB,IAAI,CAAC;AAErC,6DAA6D;AAC7D,IAAI,aAAa,GAAmC,IAAI,CAAC;AAEzD,wEAAwE;AACxE,MAAM,kBAAkB,GAAG,IAAI,GAAG,EAA0B,CAAC;AAC7D,MAAM,wBAAwB,GAAG,KAAK,CAAC,CAAC,6CAA6C;AAErF;;;;GAIG;AACH,MAAM,UAAU,gBAAgB,CAAC,OAAgC;IAC/D,MAAM,CAAC,KAAK,CAAC,iBAAiB,EAAE;QAC9B,UAAU,EAAE,OAAO,CAAC,OAAO,CAAC;QAC5B,eAAe,EAAE,MAAM,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,MAAM;QAC5C,SAAS,EAAE,IAAI,IAAI,EAAE,CAAC,WAAW,EAAE;KACpC,CAAC,CAAC;IAEH,iEAAiE;IACjE,IAAI,CAAC,UAAU,EAAE,CAAC;QAChB,UAAU,GAAG,EAAE,CAAC;IAClB,CAAC;IACD,cAAc,CAAC,GAAG,CAAC,UAAU,EAAE,EAAE,GAAG,OAAO,EAAE,CAAC,CAAC;IAE/C,wCAAwC;IACxC,aAAa,GAAG,EAAE,GAAG,OAAO,EAAE,CAAC;IAE/B,qDAAqD;IACrD,uBAAuB,EAAE,CAAC;AAC5B,CAAC;AAED;;GAEG;AACH,MAAM,UAAU,kBAAkB;IAChC,IAAI,UAAU,EAAE,CAAC;QACf,cAAc,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC;QAClC,UAAU,GAAG,IAAI,CAAC;IACpB,CAAC;IACD,aAAa,GAAG,IAAI,CAAC;IACrB,uBAAuB,EAAE,CAAC;AAC5B,CAAC;AAED;;GAEG;AACH,SAAS,uBAAuB;IAC9B,KAAK,MAAM,CAAC,GAAG,EAAE,OAAO,CAAC,IAAI,kBAAkB,CAAC,OAAO,EAAE,EAAE,CAAC;QAC1D,YAAY,CAAC,OAAO,CAAC,CAAC;QACtB,kBAAkB,CAAC,MAAM,CAAC,GAAG,CAAC,CAAC;IACjC,CAAC;AACH,CAAC;AAED;;;GAGG;AACH,MAAM,UAAU,gBAAgB;IAC9B,4BAA4B;IAC5B,IAAI,UAAU,IAAI,cAAc,CAAC,GAAG,CAAC,UAAU,CAAC,EAAE,CAAC;QACjD,OAAO,cAAc,CAAC,GAAG,CAAC,UAAU,CAAC,IAAI,IAAI,CAAC;IAChD,CAAC;IAED,6BAA6B;IAC7B,OAAO,aAAa,CAAC;AACvB,CAAC;AAED;;GAEG;AACH,MAAM,UAAU,aAAa;IAC3B,OAAO,UAAU,CAAC;AACpB,CAAC;AAED;;;;;;;;GAQG;AACH,MAAM,UAAU,gBAAgB;IAC9B,MAAM,OAAO,GAAG,gBAAgB,EAAE,CAAC;IACnC,IAAI,CAAC,OAAO,EAAE,CAAC;QACb,MAAM,CAAC,KAAK,CAAC,sBAAsB,CAAC,CAAC;QACrC,OAAO,SAAS,CAAC;IACnB,CAAC;IAED,MAAM,YAAY,GAAG,OAIpB,CAAC;IAEF,oEAAoE;IACpE,MAAM,mBAAmB,GAAG,WAAW,CAAC;IACxC,MAAM,gBAAgB,GAAG,kBAAkB,CAAC,GAAG,CAAC,mBAAmB,CAAC,CAAC;IAErE,MAAM,CAAC,KAAK,CAAC,qCAAqC,EAAE;QAClD,UAAU,EAAE,OAAO,CAAC,OAAO,CAAC;QAC5B,gBAAgB;KACjB,CAAC,CAAC;IAEH,IAAI,OAAO,YAAY,CAAC,SAAS,KAAK,UAAU,IAAI,CAAC,gBAAgB,EAAE,CAAC;QACtE,MAAM,CAAC,KAAK,CAAC,mCAAmC,CAAC,CAAC;QAClD,IAAI,CAAC;YACH,MAAM,GAAG,GAAG,YAAY,CAAC,SAAS,EAAE,CAAC;YACrC,IAAI,GAAG,IAAI,OAAO,GAAG,KAAK,QAAQ,IAAI,GAAG,CAAC,IAAI,EAAE,EAAE,CAAC;gBACjD,MAAM,CAAC,KAAK,CAAC,wDAAwD,CAAC,CAAC;gBACvE,OAAO,GAAG,CAAC;YACb,CAAC;YACD,MAAM,CAAC,KAAK,CAAC,yDAAyD,CAAC,CAAC;QAC1E,CAAC;QAAC,OAAO,MAAM,EAAE,CAAC;YAChB,MAAM,CAAC,KAAK,CAAC,kCAAkC,CAAC,CAAC;YACjD,kDAAkD;YAClD,wDAAwD;YACxD,MAAM,aAAa,GAAG,kBAAkB,CAAC,GAAG,CAAC,mBAAmB,CAAC,CAAC;YAClE,IAAI,aAAa,EAAE,CAAC;gBAClB,YAAY,CAAC,aAAa,CAAC,CAAC;YAC9B,CAAC;YAED,MAAM,OAAO,GAAG,UAAU,CAAC,GAAG,EAAE;gBAC9B,kBAAkB,CAAC,MAAM,CAAC,mBAAmB,CAAC,CAAC;YACjD,CAAC,EAAE,wBAAwB,CAAC,CAAC;YAE7B,kBAAkB,CAAC,GAAG,CAAC,mBAAmB,EAAE,OAAO,CAAC,CAAC;YAErD,8DAA8D;QAChE,CAAC;IACH,CAAC;IAED,mDAAmD;IACnD,IACE,OAAO,YAAY,CAAC,aAAa,KAAK,QAAQ;QAC9C,YAAY,CAAC,aAAa,CAAC,IAAI,EAAE,EACjC,CAAC;QACD,MAAM,CAAC,KAAK,CAAC,0CAA0C,CAAC,CAAC;QACzD,OAAO,YAAY,CAAC,aAAa,CAAC;IACpC,CAAC;IAED,oEAAoE;IACpE,IACE,OAAO,YAAY,CAAC,kBAAkB,KAAK,QAAQ;QACnD,YAAY,CAAC,kBAAkB,CAAC,IAAI,EAAE,EACtC,CAAC;QACD,MAAM,CAAC,KAAK,CAAC,0CAA0C,CAAC,CAAC;QACzD,OAAO,YAAY,CAAC,kBAAkB,CAAC;IACzC,CAAC;IAED,MAAM,CAAC,KAAK,CAAC,uCAAuC,CAAC,CAAC;IAEtD,OAAO,SAAS,CAAC;AACnB,CAAC;AAED;;;GAGG;AACH,MAAM,UAAU,cAAc,CAAC,MAAc;IAC3C,OAAO,CACL,OAAO,MAAM,KAAK,QAAQ;QAC1B,MAAM,CAAC,IAAI,EAAE,CAAC,MAAM,GAAG,CAAC;QACxB,CAAC,MAAM,CAAC,QAAQ,CAAC,GAAG,CAAC,IAAI,wBAAwB;QACjD,MAAM,CAAC,IAAI,EAAE,KAAK,MAAM,CAAC,iCAAiC;KAC3D,CAAC;AACJ,CAAC;AAED;;GAEG;AACH,MAAM,UAAU,eAAe;IAS7B,MAAM,OAAO,GAAG,gBAAgB,EAAE,CAAC;IACnC,MAAM,YAAY,GAAG,OAIpB,CAAC;IAEF,OAAO;QACL,UAAU,EAAE,OAAO,CAAC,OAAO,CAAC;QAC5B,iBAAiB,EAAE,OAAO,CAAC,UAAU,IAAI,cAAc,CAAC,GAAG,CAAC,UAAU,CAAC,CAAC;QACxE,kBAAkB,EAAE,OAAO,CAAC,aAAa,CAAC;QAC1C,eAAe,EAAE,OAAO,YAAY,EAAE,SAAS,KAAK,UAAU;QAC9D,eAAe,EAAE,OAAO,YAAY,EAAE,aAAa,KAAK,QAAQ;QAChE,oBAAoB,EAAE,OAAO,YAAY,EAAE,kBAAkB,KAAK,QAAQ;QAC1E,sBAAsB,EAAE,kBAAkB,CAAC,IAAI;KAChD,CAAC;AACJ,CAAC"}

package/dist/api/operations/query-parser.d.ts

@@ -2,25 +2,11 @@ import { z } from 'zod';
 declare const parsedQuerySchema: z.ZodObject<{
     originalQuery: z.ZodString;
     normalizedQuery: z.ZodString;
-    tokens: z.ZodArray<z.ZodString, "many">;
-    emails: z.ZodArray<z.ZodString, "many">;
-    domains: z.ZodArray<z.ZodString, "many">;
-    phones: z.ZodArray<z.ZodString, "many">;
-}, "strip", z.ZodTypeAny, {
-    originalQuery: string;
-    normalizedQuery: string;
-    tokens: string[];
-    emails: string[];
-    domains: string[];
-    phones: string[];
-}, {
-    originalQuery: string;
-    normalizedQuery: string;
-    tokens: string[];
-    emails: string[];
-    domains: string[];
-    phones: string[];
-}>;
+    tokens: z.ZodArray<z.ZodString>;
+    emails: z.ZodArray<z.ZodString>;
+    domains: z.ZodArray<z.ZodString>;
+    phones: z.ZodArray<z.ZodString>;
+}, z.core.$strip>;
 export type ParsedQuery = z.infer<typeof parsedQuerySchema>;
 export declare function parseQuery(query: string): ParsedQuery;
 export {};

package/dist/api/operations/query-parser.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"query-parser.d.ts","sourceRoot":"","sources":["../../../src/api/operations/query-parser.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAUxB,QAAA,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;EAOrB,CAAC;AAEH,MAAM,MAAM,WAAW,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,iBAAiB,CAAC,CAAC;AA6G5D,wBAAgB,UAAU,CAAC,KAAK,EAAE,MAAM,GAAG,WAAW,CAiCrD"}
+{"version":3,"file":"query-parser.d.ts","sourceRoot":"","sources":["../../../src/api/operations/query-parser.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAUxB,QAAA,MAAM,iBAAiB;;;;;;;iBAOrB,CAAC;AAEH,MAAM,MAAM,WAAW,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,iBAAiB,CAAC,CAAC;AA6G5D,wBAAgB,UAAU,CAAC,KAAK,EAAE,MAAM,GAAG,WAAW,CAiCrD"}

package/dist/config/deal-defaults.d.ts

@@ -77,7 +77,9 @@ export declare function getDealDefaults(): DealDefaults;
  * 3. Formats values to proper Attio API format
  * 4. Allows user-provided values to override defaults
  */
-export declare function applyDealDefaults(recordData: Record<string, unknown>): Record<string, unknown>;
+export declare function applyDealDefaults(recordData: Record<string, unknown>, options?: {
+    isUpdate?: boolean;
+}): Record<string, unknown>;
 /**
  * Input validation helper for deal data
  * Provides immediate feedback on common mistakes before API calls
@@ -127,7 +129,9 @@ export interface DealDefaultsValidationResult {
  * @param recordData - The deal data to process
  * @param skipValidation - Skip API validation (used in error paths to prevent cascading failures)
  */
-export declare function applyDealDefaultsWithValidation(recordData: Record<string, unknown>, skipValidation?: boolean): Promise<DealDefaultsValidationResult>;
+export declare function applyDealDefaultsWithValidation(recordData: Record<string, unknown>, skipValidation?: boolean, options?: {
+    isUpdate?: boolean;
+}): Promise<DealDefaultsValidationResult>;
 /**
  * Backward compatible version that returns only the data (for existing callers)
  */

package/dist/config/deal-defaults.d.ts.map

@@ -1 +1 @@
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package/dist/config/deal-defaults.js

@@ -123,9 +123,10 @@ function applyFieldNameConversions(dealData) {
  * Apply stage defaults and convert stage formats
  * Handles deal_stage → stage conversion and proper array formatting
  */
-function applyStageDefaults(dealData, defaults) {
+function applyStageDefaults(dealData, defaults, isUpdate = false) {
     // Apply stage default if not provided, or convert to proper format
-    if (!dealData.stage && !dealData.deal_stage && defaults.stage) {
+    // Skip default injection during updates — only inject defaults for create operations
+    if (!dealData.stage && !dealData.deal_stage && defaults.stage && !isUpdate) {
         dealData.stage = [{ status: defaults.stage }];
     }
     else if (dealData.stage && typeof dealData.stage === 'string') {
@@ -143,9 +144,10 @@ function applyStageDefaults(dealData, defaults) {
  * Apply owner defaults
  * Note: Attio accepts email addresses directly in the owner field
  */
-function applyOwnerDefaults(dealData, defaults) {
+function applyOwnerDefaults(dealData, defaults, isUpdate = false) {
     // Apply owner default if not provided
-    if (!dealData.owner && defaults.owner) {
+    // Skip default injection during updates — only inject defaults for create operations
+    if (!dealData.owner && defaults.owner && !isUpdate) {
         dealData.owner = defaults.owner;
     }
     return dealData;
@@ -202,13 +204,14 @@ function applyValueDefaults(dealData) {
  * 3. Formats values to proper Attio API format
  * 4. Allows user-provided values to override defaults
  */
-export function applyDealDefaults(recordData) {
+export function applyDealDefaults(recordData, options) {
     const defaults = getDealDefaults();
+    const isUpdate = options?.isUpdate ?? false;
     let dealData = { ...recordData };
     // Apply transformations in logical order
     dealData = applyFieldNameConversions(dealData);
-    dealData = applyStageDefaults(dealData, defaults);
-    dealData = applyOwnerDefaults(dealData, defaults);
+    dealData = applyStageDefaults(dealData, defaults, isUpdate);
+    dealData = applyOwnerDefaults(dealData, defaults, isUpdate);
     dealData = applyValueDefaults(dealData);
     return dealData;
 }
@@ -506,8 +509,8 @@ export async function getAvailableStagesForErrors() {
  * @param recordData - The deal data to process
  * @param skipValidation - Skip API validation (used in error paths to prevent cascading failures)
  */
-export async function applyDealDefaultsWithValidation(recordData, skipValidation = false) {
-    const dealData = applyDealDefaults(recordData);
+export async function applyDealDefaultsWithValidation(recordData, skipValidation = false, options) {
+    const dealData = applyDealDefaults(recordData, options);
     const result = {
         dealData,
         warnings: [],

package/dist/config/deal-defaults.js.map

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package/dist/config/tool-aliases.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tool-aliases.d.ts","sourceRoot":"","sources":["../../src/config/tool-aliases.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;GAWG;AAKH,MAAM,WAAW,mBAAmB;IAClC,yCAAyC;IACzC,MAAM,EAAE,MAAM,CAAC;IACf,uDAAuD;IACvD,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,oDAAoD;IACpD,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,uDAAuD;IACvD,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB;AAoOD,MAAM,WAAW,mBAAmB;IAClC,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,CAAC,EAAE;QAAE,KAAK,EAAE,MAAM,CAAC;QAAC,UAAU,EAAE,mBAAmB,CAAA;KAAE,CAAC;CAC5D;AAED,wBAAgB,eAAe,CAAC,QAAQ,EAAE,MAAM,GAAG,mBAAmB,CAwBrE;AAED,wBAAgB,oBAAoB,IAAI,MAAM,CAAC,MAAM,EAAE,mBAAmB,CAAC,CAE1E;AAED,wBAAgB,gBAAgB,IAAI,MAAM,CAEzC"}
+{"version":3,"file":"tool-aliases.d.ts","sourceRoot":"","sources":["../../src/config/tool-aliases.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;GAWG;AAKH,MAAM,WAAW,mBAAmB;IAClC,yCAAyC;IACzC,MAAM,EAAE,MAAM,CAAC;IACf,uDAAuD;IACvD,MAAM,CAAC,EAAE,MAAM,CAAC;IAChB,oDAAoD;IACpD,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,uDAAuD;IACvD,OAAO,CAAC,EAAE,MAAM,CAAC;CAClB;AA8OD,MAAM,WAAW,mBAAmB;IAClC,IAAI,EAAE,MAAM,CAAC;IACb,KAAK,CAAC,EAAE;QAAE,KAAK,EAAE,MAAM,CAAC;QAAC,UAAU,EAAE,mBAAmB,CAAA;KAAE,CAAC;CAC5D;AAED,wBAAgB,eAAe,CAAC,QAAQ,EAAE,MAAM,GAAG,mBAAmB,CAwBrE;AAED,wBAAgB,oBAAoB,IAAI,MAAM,CAAC,MAAM,EAAE,mBAAmB,CAAC,CAE1E;AAED,wBAAgB,gBAAgB,IAAI,MAAM,CAEzC"}

package/dist/config/tool-aliases.js

@@ -55,6 +55,11 @@ const NOUN_VERB_ALIASES = [
         target: TOOL_NAMES.GET_RECORD_INFO,
         reason: 'MCP compliance: verb-first snake_case (#1039)',
     },
+    {
+        alias: 'records_get_interactions',
+        target: TOOL_NAMES.GET_RECORD_INTERACTIONS,
+        reason: 'MCP compliance: verb-first snake_case (#1039)',
+    },
     {
         alias: 'records_search_advanced',
         target: TOOL_NAMES.SEARCH_RECORDS_ADVANCED,
@@ -122,6 +127,11 @@ const KEBAB_CASE_ALIASES = [
         target: TOOL_NAMES.GET_RECORD_INFO,
         reason: 'MCP compliance: snake_case over kebab-case (#1039)',
     },
+    {
+        alias: 'get-record-interactions',
+        target: TOOL_NAMES.GET_RECORD_INTERACTIONS,
+        reason: 'MCP compliance: snake_case over kebab-case (#1039)',
+    },
     // Advanced search tools
     {
         alias: 'advanced-search',
@@ -207,7 +217,7 @@ function generateAliasRegistry(patterns) {
     return Object.freeze(registry);
 }
 /**
- * Complete tool alias registry (29 aliases total).
+ * Complete tool alias registry (31 aliases total).
  */
 const TOOL_ALIAS_REGISTRY = generateAliasRegistry([
     ...NOUN_VERB_ALIASES,

package/dist/config/tool-aliases.js.map

@@ -1 +1 @@
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package/dist/constants/tool-names.d.ts

@@ -34,6 +34,7 @@ export declare const TOOL_NAMES: {
     readonly DISCOVER_RECORD_ATTRIBUTES: "discover_record_attributes";
     readonly GET_RECORD_ATTRIBUTE_OPTIONS: "get_record_attribute_options";
     readonly GET_RECORD_INFO: "get_record_info";
+    readonly GET_RECORD_INTERACTIONS: "get_record_interactions";
     readonly SEARCH_RECORDS_ADVANCED: "search_records_advanced";
     readonly SEARCH_RECORDS_BY_RELATIONSHIP: "search_records_by_relationship";
     readonly SEARCH_RECORDS_BY_CONTENT: "search_records_by_content";
@@ -43,6 +44,10 @@ export declare const TOOL_NAMES: {
     readonly CREATE_RECORD: "create_record";
     readonly UPDATE_RECORD: "update_record";
     readonly DELETE_RECORD: "delete_record";
+    readonly CREATE_COMPANY: "create_company";
+    readonly UPDATE_COMPANY: "update_company";
+    readonly CREATE_DEAL: "create_deal";
+    readonly UPDATE_DEAL: "update_deal";
     readonly CREATE_NOTE: "create_note";
     readonly LIST_NOTES: "list_notes";
     readonly SMITHERY_DEBUG_CONFIG: "smithery_debug_config";
@@ -76,7 +81,7 @@ export declare function isToolName(name: string): name is ToolName;
 /**
  * Array of all canonical tool names (for iteration).
  */
-export declare const ALL_TOOL_NAMES: ("list_notes" | "create_record" | "update_record" | "delete_record" | "create_note" | "search_records" | "get_record_details" | "get_record_attributes" | "discover_record_attributes" | "get_record_attribute_options" | "get_record_info" | "search_records_advanced" | "search_records_by_relationship" | "search_records_by_content" | "search_records_by_timeframe" | "batch_records" | "batch_search_records" | "smithery_debug_config")[];
+export declare const ALL_TOOL_NAMES: ("list_notes" | "create_record" | "update_record" | "delete_record" | "create_note" | "search_records" | "search_records_advanced" | "search_records_by_timeframe" | "get_record_details" | "get_record_attributes" | "discover_record_attributes" | "get_record_attribute_options" | "get_record_info" | "get_record_interactions" | "search_records_by_relationship" | "search_records_by_content" | "batch_records" | "batch_search_records" | "create_company" | "update_company" | "create_deal" | "update_deal" | "smithery_debug_config")[];
 /**
  * Total count of canonical tools in the system.
  */

package/dist/constants/tool-names.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tool-names.d.ts","sourceRoot":"","sources":["../../src/constants/tool-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;;;;;;GASG;AACH,eAAO,MAAM,UAAU;;;;;;;;;;;;;;;;;;;CA8Bb,CAAC;AAEX;;;;;;;;;GASG;AACH,MAAM,MAAM,QAAQ,GAAG,CAAC,OAAO,UAAU,CAAC,CAAC,MAAM,OAAO,UAAU,CAAC,CAAC;AAEpE;;;;;;;;;;;;;GAaG;AACH,wBAAgB,UAAU,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI,IAAI,QAAQ,CAEzD;AAED;;GAEG;AACH,eAAO,MAAM,cAAc,kbAA4B,CAAC;AAExD;;GAEG;AACH,eAAO,MAAM,UAAU,QAAwB,CAAC"}
+{"version":3,"file":"tool-names.d.ts","sourceRoot":"","sources":["../../src/constants/tool-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;;;;;;GASG;AACH,eAAO,MAAM,UAAU;;;;;;;;;;;;;;;;;;;;;;;;CAmCb,CAAC;AAEX;;;;;;;;;GASG;AACH,MAAM,MAAM,QAAQ,GAAG,CAAC,OAAO,UAAU,CAAC,CAAC,MAAM,OAAO,UAAU,CAAC,CAAC;AAEpE;;;;;;;;;;;;;GAaG;AACH,wBAAgB,UAAU,CAAC,IAAI,EAAE,MAAM,GAAG,IAAI,IAAI,QAAQ,CAEzD;AAED;;GAEG;AACH,eAAO,MAAM,cAAc,ohBAA4B,CAAC;AAExD;;GAEG;AACH,eAAO,MAAM,UAAU,QAAwB,CAAC"}

package/dist/constants/tool-names.js

@@ -35,6 +35,7 @@ export const TOOL_NAMES = {
     DISCOVER_RECORD_ATTRIBUTES: 'discover_record_attributes',
     GET_RECORD_ATTRIBUTE_OPTIONS: 'get_record_attribute_options',
     GET_RECORD_INFO: 'get_record_info',
+    GET_RECORD_INTERACTIONS: 'get_record_interactions',
     // Advanced search tools
     SEARCH_RECORDS_ADVANCED: 'search_records_advanced',
     SEARCH_RECORDS_BY_RELATIONSHIP: 'search_records_by_relationship',
@@ -47,6 +48,10 @@ export const TOOL_NAMES = {
     CREATE_RECORD: 'create_record',
     UPDATE_RECORD: 'update_record',
     DELETE_RECORD: 'delete_record',
+    CREATE_COMPANY: 'create_company',
+    UPDATE_COMPANY: 'update_company',
+    CREATE_DEAL: 'create_deal',
+    UPDATE_DEAL: 'update_deal',
     // Note tools
     CREATE_NOTE: 'create_note',
     LIST_NOTES: 'list_notes',

package/dist/constants/tool-names.js.map

@@ -1 +1 @@
-{"version":3,"file":"tool-names.js","sourceRoot":"","sources":["../../src/constants/tool-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,UAAU,GAAG;IACxB,6BAA6B;IAC7B,cAAc,EAAE,gBAAgB;IAChC,kBAAkB,EAAE,oBAAoB;IACxC,qBAAqB,EAAE,uBAAuB;IAC9C,0BAA0B,EAAE,4BAA4B;IACxD,4BAA4B,EAAE,8BAA8B;IAC5D,eAAe,EAAE,iBAAiB;IAElC,wBAAwB;IACxB,uBAAuB,EAAE,yBAAyB;IAClD,8BAA8B,EAAE,gCAAgC;IAChE,yBAAyB,EAAE,2BAA2B;IACtD,2BAA2B,EAAE,6BAA6B;IAE1D,cAAc;IACd,aAAa,EAAE,eAAe;IAC9B,oBAAoB,EAAE,sBAAsB;IAE5C,aAAa;IACb,aAAa,EAAE,eAAe;IAC9B,aAAa,EAAE,eAAe;IAC9B,aAAa,EAAE,eAAe;IAE9B,aAAa;IACb,WAAW,EAAE,aAAa;IAC1B,UAAU,EAAE,YAAY;IAExB,cAAc;IACd,qBAAqB,EAAE,uBAAuB;CACtC,CAAC;AAcX;;;;;;;;;;;;;GAaG;AACH,MAAM,UAAU,UAAU,CAAC,IAAY;IACrC,OAAO,MAAM,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC,QAAQ,CAAC,IAAgB,CAAC,CAAC;AAC9D,CAAC;AAED;;GAEG;AACH,MAAM,CAAC,MAAM,cAAc,GAAG,MAAM,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC;AAExD;;GAEG;AACH,MAAM,CAAC,MAAM,UAAU,GAAG,cAAc,CAAC,MAAM,CAAC"}
+{"version":3,"file":"tool-names.js","sourceRoot":"","sources":["../../src/constants/tool-names.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH;;;;;;;;;GASG;AACH,MAAM,CAAC,MAAM,UAAU,GAAG;IACxB,6BAA6B;IAC7B,cAAc,EAAE,gBAAgB;IAChC,kBAAkB,EAAE,oBAAoB;IACxC,qBAAqB,EAAE,uBAAuB;IAC9C,0BAA0B,EAAE,4BAA4B;IACxD,4BAA4B,EAAE,8BAA8B;IAC5D,eAAe,EAAE,iBAAiB;IAClC,uBAAuB,EAAE,yBAAyB;IAElD,wBAAwB;IACxB,uBAAuB,EAAE,yBAAyB;IAClD,8BAA8B,EAAE,gCAAgC;IAChE,yBAAyB,EAAE,2BAA2B;IACtD,2BAA2B,EAAE,6BAA6B;IAE1D,cAAc;IACd,aAAa,EAAE,eAAe;IAC9B,oBAAoB,EAAE,sBAAsB;IAE5C,aAAa;IACb,aAAa,EAAE,eAAe;IAC9B,aAAa,EAAE,eAAe;IAC9B,aAAa,EAAE,eAAe;IAC9B,cAAc,EAAE,gBAAgB;IAChC,cAAc,EAAE,gBAAgB;IAChC,WAAW,EAAE,aAAa;IAC1B,WAAW,EAAE,aAAa;IAE1B,aAAa;IACb,WAAW,EAAE,aAAa;IAC1B,UAAU,EAAE,YAAY;IAExB,cAAc;IACd,qBAAqB,EAAE,uBAAuB;CACtC,CAAC;AAcX;;;;;;;;;;;;;GAaG;AACH,MAAM,UAAU,UAAU,CAAC,IAAY;IACrC,OAAO,MAAM,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC,QAAQ,CAAC,IAAgB,CAAC,CAAC;AAC9D,CAAC;AAED;;GAEG;AACH,MAAM,CAAC,MAAM,cAAc,GAAG,MAAM,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC;AAExD;;GAEG;AACH,MAAM,CAAC,MAAM,UAAU,GAAG,cAAc,CAAC,MAAM,CAAC"}

package/dist/handlers/resources.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"resources.d.ts","sourceRoot":"","sources":["../../src/handlers/resources.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,OAAO,EAAE,MAAM,EAAE,MAAM,2CAA2C,CAAC;AAOnE,OAAO,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AAgE1D;;;;GAIG;AACH,wBAAgB,wBAAwB,CACtC,MAAM,EAAE,MAAM,EACd,OAAO,CAAC,EAAE,aAAa,GACtB,IAAI,CAkKN"}
+{"version":3,"file":"resources.d.ts","sourceRoot":"","sources":["../../src/handlers/resources.ts"],"names":[],"mappings":"AAAA;;GAEG;AACH,OAAO,EAAE,MAAM,EAAE,MAAM,2CAA2C,CAAC;AAOnE,OAAO,EAAE,aAAa,EAAE,MAAM,2BAA2B,CAAC;AAgE1D;;;;GAIG;AACH,wBAAgB,wBAAwB,CACtC,MAAM,EAAE,MAAM,EACd,OAAO,CAAC,EAAE,aAAa,GACtB,IAAI,CAgJN"}

package/dist/handlers/resources.js

@@ -56,56 +56,32 @@ export function registerResourceHandlers(server, context) {
         setGlobalContext(context);
     }
     // Handler for listing resources (Companies, People, and Lists)
-    server.setRequestHandler(ListResourcesRequestSchema, async (request) => {
+    server.setRequestHandler(ListResourcesRequestSchema, async (_request) => {
         try {
-            // Determine resource type (default to companies if not specified)
-            const resourceType = request.params?.type || ResourceType.COMPANIES;
-            switch (resourceType) {
-                case ResourceType.PEOPLE:
-                    try {
-                        const people = await listPeople();
-                        return {
-                            resources: people.map((person) => formatRecordAsResource(person, ResourceType.PEOPLE)),
-                        };
-                    }
-                    catch {
-                        // For resource requests, always return resources array even on error
-                        // This allows capability scanning to work without API key
-                        return {
-                            resources: [],
-                        };
-                    }
-                case ResourceType.LISTS:
-                    try {
-                        const lists = await getLists();
-                        // Ensure lists is always an array
-                        const safeList = Array.isArray(lists) ? lists : [];
-                        return {
-                            resources: safeList.map((list) => formatListAsResource(list)),
-                        };
-                    }
-                    catch {
-                        // For resource requests, always return resources array even on error
-                        return {
-                            resources: [],
-                        };
-                    }
-                case ResourceType.COMPANIES:
-                default:
-                    try {
-                        const companies = await listCompanies();
-                        return {
-                            resources: companies.map((company) => formatRecordAsResource(company, ResourceType.COMPANIES)),
-                        };
-                    }
-                    catch {
-                        // For resource requests, always return resources array even on error
-                        // This allows capability scanning to work without API key
-                        return {
-                            resources: [],
-                        };
-                    }
+            const resources = [];
+            try {
+                const companies = await listCompanies();
+                resources.push(...companies.map((company) => formatRecordAsResource(company, ResourceType.COMPANIES)));
+            }
+            catch {
+                // Capability scans should still work even if company listing fails.
+            }
+            try {
+                const people = await listPeople();
+                resources.push(...people.map((person) => formatRecordAsResource(person, ResourceType.PEOPLE)));
+            }
+            catch {
+                // Capability scans should still work even if people listing fails.
+            }
+            try {
+                const lists = await getLists();
+                const safeLists = Array.isArray(lists) ? lists : [];
+                resources.push(...safeLists.map((list) => formatListAsResource(list)));
+            }
+            catch {
+                // Capability scans should still work even if list listing fails.
             }
+            return { resources };
         }
         catch (error) {
             return createErrorResult(error instanceof Error ? error : new Error('Unknown error'), 'unknown', 'unknown', {});