capsulemcp 2.0.0 → 2.0.1

package/README.md

@@ -48,7 +48,7 @@ For most individual users the install is a single JSON snippet pasted into Claud
 
 3. Restart Claude Desktop. The Capsule tools appear in the tool picker.
 
-That's it. The first launch fetches the package from npm (a few seconds); subsequent launches are instant from the npx cache. To pin a specific version, use `"capsulemcp@2.0.0"` in `args`. If you're tracking a fork or an unreleased branch, use the GitHub-ref form instead: `"github:soil-dev/capsulemcp#v2.0.0"` — same arguments, just installs from a git clone rather than the npm registry. See [INSTALL.md](INSTALL.md) for the Claude Code path, manual install, and troubleshooting.
+That's it. The first launch fetches the package from npm (a few seconds); subsequent launches are instant from the npx cache. To pin a specific version, use `"capsulemcp@2.0.1"` in `args`. If you're tracking a fork or an unreleased branch, use the GitHub-ref form instead: `"github:soil-dev/capsulemcp#v2.0.1"` — same arguments, just installs from a git clone rather than the npm registry. See [INSTALL.md](INSTALL.md) for the Claude Code path, manual install, and troubleshooting.
 
 ## Tools
 
@@ -56,7 +56,7 @@ That's it. The first launch fetches the package from npm (a few seconds); subseq
 |---|---|---|
 | Parties (people/orgs) | `search_parties`, `filter_parties`, `get_party`, `get_parties`, `list_employees`, `list_party_opportunities`, `list_party_projects`, `list_party_entries` | `create_party`, `update_party`, `delete_party`, `add_party_email_address`, `remove_party_email_address_by_id`, `add_party_phone_number`, `remove_party_phone_number_by_id`, `add_party_address`, `remove_party_address_by_id`, `add_party_website`, `remove_party_website_by_id` |
 | Opportunities | `search_opportunities`, `filter_opportunities`, `get_opportunity`, `get_opportunities`, `list_opportunity_entries`, `list_associated_projects` | `create_opportunity`, `update_opportunity`, `delete_opportunity` |
-| Projects (cases) | `search_projects`, `list_projects`, `filter_projects`, `get_project`, `get_projects`, `list_project_entries` | `create_project`, `update_project`, `delete_project` |
+| Projects | `search_projects`, `list_projects`, `filter_projects`, `get_project`, `get_projects`, `list_project_entries` | `create_project`, `update_project`, `delete_project` |
 | Additional parties (multi-party deals) | `list_additional_parties` | `add_additional_party`, `remove_additional_party` |
 | Tasks | `list_tasks`, `get_task`, `get_tasks` | `create_task`, `update_task`, `complete_task`, `delete_task` |
 | Entries (notes / captured emails) | `get_entry`, `list_entries` | `add_note`, `update_entry`, `delete_entry` |

package/dist/http.js

@@ -1948,7 +1948,7 @@ var PartyWriteBaseSchema = {
     "APPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_website and remove_party_website_by_id."
   ),
   ownerId: positiveId.nullable().optional().describe(
-    "Pass a user ID to set, or `null` to unassign (verified empirically in v1.6.4 wire-trace \u2014 Capsule accepts `owner: null` on PUT /parties/:id for both persons and organisations). Discover IDs via list_users. WARNING: Capsule's PUT on /parties has the same asymmetric owner/team semantic documented in NOTES-ON-CAPSULE-API.md \xA727 for /kases \u2014 setting `owner` while omitting `team` is plausibly clearing-prone. When you supply `ownerId` and omit `teamId`, this connector reads the party's current team and includes it in the PUT body to preserve it across the owner change. Supply `teamId` explicitly to change it."
+    "Pass a user ID to set, or `null` to unassign (verified empirically in v1.6.4 wire-trace \u2014 Capsule accepts `owner: null` on PUT /parties/:id for both persons and organisations). Discover IDs via list_users. WARNING: Capsule's PUT on parties has the same asymmetric owner/team semantic documented in NOTES-ON-CAPSULE-API.md \xA727 for project updates \u2014 setting `owner` while omitting `team` is plausibly clearing-prone. When you supply `ownerId` and omit `teamId`, this connector reads the party's current team and includes it in the PUT body to preserve it across the owner change. Supply `teamId` explicitly to change it."
   ),
   teamId: positiveId.nullable().optional().describe(
     "Assign to team ID (discover via list_teams). Pass a team ID to set, or `null` to unassign. Capsule enforces the owner\u2208team membership constraint \u2014 passing a team the current owner doesn't belong to returns 422 'owner is not a member of the team'. Combine `ownerId: null` + `teamId: <T>` in one call to transfer a party to team-ownership with no specific user (verified empirically in v1.6.4 wire-trace; the membership rule doesn't fire when owner is null)."
@@ -2222,7 +2222,7 @@ var createOpportunitySchema = z9.object({
     "Assign to team ID (discover via list_teams). Independent from `ownerId` \u2014 setting one does NOT clear the other on create. Three ownership shapes are valid: owner alone, team alone, or owner+team (the owner must be a member of the team; users can belong to multiple teams \u2014 422 'owner is not a member of the team' otherwise)."
   ),
   fields: z9.array(CustomFieldWriteSchema).optional().describe(
-    fieldsArrayDescriptor("get_opportunity") + " Capsule's POST /opportunities accepts the same `fields[]` shape as PUT (inferred by symmetry with the v1.6.5 wire-trace findings on POST /parties and POST /kases \u2014 the tenant probed had no opportunity custom fields configured, so this is unverified empirically). Setting custom fields on creation removes the create-then-update ritual."
+    fieldsArrayDescriptor("get_opportunity") + " Capsule's POST /opportunities accepts the same `fields[]` shape as PUT (inferred by symmetry with the v1.6.5 wire-trace findings on party and project creation \u2014 the tenant probed had no opportunity custom fields configured, so this is unverified empirically). Setting custom fields on creation removes the create-then-update ritual."
   )
 });
 async function createOpportunity(input) {
@@ -2257,7 +2257,7 @@ var updateOpportunitySchema = z9.object({
     "Reason the opportunity was lost. Only meaningful when transitioning to a Lost milestone \u2014 Capsule silently drops it for other milestones. Without this set, a connector-driven Lost-close leaves `lostReason: null`. Discover IDs via list_lost_reasons."
   ),
   ownerId: positiveId.nullable().optional().describe(
-    "Reassign owner: pass a user ID to set, or `null` to unassign (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `owner: null` on PUT /opportunities/:id, mirroring the v1.6.4 finding on /parties; brings update_opportunity into parity with update_party and update_project). When you supply `ownerId` and omit `teamId`, the connector fetches the opportunity's current team and includes it in the PUT body to preserve it across the owner change. Without this defensive read, Capsule's PUT would clear the existing team (see NOTES-ON-CAPSULE-API.md \xA727 \u2014 same asymmetric semantic as /kases). Supply `teamId` explicitly on the same call to change the team instead. Combine `ownerId: null` + `teamId: <T>` in one call to transfer an opportunity to team-ownership with no specific user (verified empirically in v1.6.5; the owner-clears-team semantic doesn't fire when owner is being cleared to null)."
+    "Reassign owner: pass a user ID to set, or `null` to unassign (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `owner: null` on PUT /opportunities/:id, mirroring the v1.6.4 finding on /parties; brings update_opportunity into parity with update_party and update_project). When you supply `ownerId` and omit `teamId`, the connector fetches the opportunity's current team and includes it in the PUT body to preserve it across the owner change. Without this defensive read, Capsule's PUT would clear the existing team (see NOTES-ON-CAPSULE-API.md \xA727 \u2014 same asymmetric semantic as project updates). Supply `teamId` explicitly on the same call to change the team instead. Combine `ownerId: null` + `teamId: <T>` in one call to transfer an opportunity to team-ownership with no specific user (verified empirically in v1.6.5; the owner-clears-team semantic doesn't fire when owner is being cleared to null)."
   ),
   teamId: positiveId.nullable().optional().describe(
     "Reassign team: pass a team ID (discover via list_teams) to set, or `null` to unassign. Capsule preserves the existing owner across a team change (server-side), so `update_opportunity { teamId }` alone is safe \u2014 the owner is carried through. Owner must be a member of the new team or Capsule returns 422 'owner is not a member of the team'. Independent from `ownerId` \u2014 setting `teamId` does NOT clear the owner."
@@ -2361,7 +2361,7 @@ var createProjectSchema = z10.object({
   ),
   expectedCloseOn: z10.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional().describe("YYYY-MM-DD"),
   fields: z10.array(CustomFieldWriteSchema).optional().describe(
-    fieldsArrayDescriptor("get_project") + " Verified empirically in v1.6.5 wire-trace: Capsule's POST /kases accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array \u2014 use add_tag explicitly if you want it visible via embed=tags."
+    fieldsArrayDescriptor("get_project") + " Verified empirically in v1.6.5 wire-trace: Capsule's project create endpoint accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array \u2014 use add_tag explicitly if you want it visible via embed=tags."
   )
 });
 async function createProject(input) {
@@ -2393,7 +2393,7 @@ var updateProjectSchema = z10.object({
     "Reassign team: pass a team ID (discover via list_teams) to set, or `null` to unassign. Capsule preserves the existing owner across a team change (server-side), so `update_project { teamId }` alone is safe \u2014 the owner is carried through. Owner must be a member of the new team or Capsule returns 422 'owner is not a member of the team'. A project must always have at least one of {owner, team} set \u2014 `teamId: null` on a project whose owner is already null returns 422 'owner or team is required'."
   ),
   stageId: positiveId.nullable().optional().describe(
-    "Move the project to this stage (board column), or `null` to remove from all stages (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `stage: null` on PUT /kases/:id and the project no longer appears on any board). Discover IDs via list_stages. Owner and team are preserved across stage-only updates (Capsule's PUT semantic). WARNING (cross-board): Capsule does NOT validate that the new stage belongs to the project's current board \u2014 passing a stageId from a different board silently relocates the project across boards. Team and other board-derived defaults are NOT updated to match the new board. Verify against the project's current board (read the project first, list its board's stages) before passing a cross-board id."
+    "Move the project to this stage (board column), or `null` to remove from all stages (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `stage: null` on project update and the project no longer appears on any board). Discover IDs via list_stages. Owner and team are preserved across stage-only updates (Capsule's PUT semantic). WARNING (cross-board): Capsule does NOT validate that the new stage belongs to the project's current board \u2014 passing a stageId from a different board silently relocates the project across boards. Team and other board-derived defaults are NOT updated to match the new board. Verify against the project's current board (read the project first, list its board's stages) before passing a cross-board id."
   ),
   expectedCloseOn: z10.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional().describe("YYYY-MM-DD"),
   fields: z10.array(CustomFieldWriteSchema).optional().describe(
@@ -2431,7 +2431,7 @@ var { schema: batchUpdateProjectSchema, handler: batchUpdateProject } = defineBa
 var { schema: deleteProjectSchema, handler: deleteProject } = defineDelete({
   toolName: "delete_project",
   pathPrefix: "/kases",
-  confirmHint: "Must be set to true. Permanently deletes the project (case). Consider update_project status='CLOSED' instead. Irreversible."
+  confirmHint: "Must be set to true. Permanently deletes the project. Consider update_project status='CLOSED' instead. Irreversible."
 });
 
 // src/tools/tasks.ts
@@ -2519,7 +2519,7 @@ var updateTaskSchema = z11.object({
     "Re-link the task to an opportunity by id, or `null` to orphan it. Mutually exclusive with `partyId` / `projectId` \u2014 see `partyId` for the XOR semantic."
   ),
   projectId: positiveId.nullable().optional().describe(
-    "Re-link the task to a project (kase) by id, or `null` to orphan it. Mutually exclusive with `partyId` / `opportunityId` \u2014 see `partyId` for the XOR semantic."
+    "Re-link the task to a project by id, or `null` to orphan it. Mutually exclusive with `partyId` / `opportunityId` \u2014 see `partyId` for the XOR semantic."
   )
 });
 async function updateTask(input) {
@@ -2567,7 +2567,7 @@ var listPartyEntriesSchema = z12.object({
   partyId: positiveId,
   ...listEntriesPagination,
   includeLinkedPersons: z12.boolean().optional().describe(
-    "When true AND `partyId` is an ORGANISATION, also include entries filed against the organisation's linked people (the persons whose `organisation` field references this org). The connector enumerates linked persons via `GET /parties/{orgId}/people`, fans out `GET /parties/{personId}/entries` in parallel (concurrency-capped, default 5 / configurable via `CAPSULE_MCP_BATCH_CONCURRENCY`), and merges into a single feed sorted by `entryAt` descending, deduped by entry id. Default is `false` \u2014 single GET, existing behaviour unchanged. WHY THIS FLAG EXISTS: Capsule's API files each entry against exactly one party row (verified v1.6.6 wire-trace probe 4 \u2014 POST /entries rejects multi-party bodies with 422 'entry must be linked to either a party, opportunity or kase'). For an organisation with multiple contacts, captured emails almost always land on a person row, not the org. As a result, `list_party_entries(orgId)` with `includeLinkedPersons: false` will miss recent customer-facing email \u2014 even though the org's own `lastContactedAt` is updated by the activity. This flag is the correct call for any 'what's new with $ORG?' question. WHEN `partyId` IS A PERSON: silently no-op \u2014 persons have no linked-people relationship in Capsule's data model, so the flag is functionally inert (the connector still issues a cheap `/people` check; the response is empty). LATENCY: 1 + N round trips for an org with N linked people, concurrency-capped (typical: 2-3 waves for N=10). Linked-person enumeration reads the first 100 linked people; use list_employees for explicit pagination when an organisation has more contacts than that. Use `includeLinkedPersons: false` for fast pre-screen reads where you only need the org-row entries (e.g. invoice/contract notes that are typically filed at the org level). PAGINATION CAVEAT: `page` and `perPage` apply to the MERGED window, and the merge has a hard ceiling \u2014 it reliably orders only the most-recent ~100 entries across the org + its people (each party is fetched at Capsule's per-party cap of 100, and a top-100-per-party merge is correct only up to global position 100). Windows that cross the ceiling are truncated to the entries still inside that top-100 set; windows starting beyond it return no entries and end the feed. It does NOT continue into older history. To read a specific contact's full timeline beyond the merged ceiling, call `list_party_entries` on that person's id directly (the default single-GET path paginates natively with no ceiling). For the LLM-driven 'what's the latest with $ORG' query this is the typical use of, the first page is exact and the ceiling is never reached."
+    "When true AND `partyId` is an ORGANISATION, also include entries filed against the organisation's linked people (the persons whose `organisation` field references this org). The connector enumerates linked persons via `GET /parties/{orgId}/people`, fans out `GET /parties/{personId}/entries` in parallel (concurrency-capped, default 5 / configurable via `CAPSULE_MCP_BATCH_CONCURRENCY`), and merges into a single feed sorted by `entryAt` descending, deduped by entry id. Default is `false` \u2014 single GET, existing behaviour unchanged. WHY THIS FLAG EXISTS: Capsule's API files each entry against exactly one party, opportunity, or project row (verified v1.6.6 wire-trace probe 4 \u2014 POST /entries rejects multi-party bodies with 422). For an organisation with multiple contacts, captured emails almost always land on a person row, not the org. As a result, `list_party_entries(orgId)` with `includeLinkedPersons: false` will miss recent customer-facing email \u2014 even though the org's own `lastContactedAt` is updated by the activity. This flag is the correct call for any 'what's new with $ORG?' question. WHEN `partyId` IS A PERSON: silently no-op \u2014 persons have no linked-people relationship in Capsule's data model, so the flag is functionally inert (the connector still issues a cheap `/people` check; the response is empty). LATENCY: 1 + N round trips for an org with N linked people, concurrency-capped (typical: 2-3 waves for N=10). Linked-person enumeration reads the first 100 linked people; use list_employees for explicit pagination when an organisation has more contacts than that. Use `includeLinkedPersons: false` for fast pre-screen reads where you only need the org-row entries (e.g. invoice/contract notes that are typically filed at the org level). PAGINATION CAVEAT: `page` and `perPage` apply to the MERGED window, and the merge has a hard ceiling \u2014 it reliably orders only the most-recent ~100 entries across the org + its people (each party is fetched at Capsule's per-party cap of 100, and a top-100-per-party merge is correct only up to global position 100). Windows that cross the ceiling are truncated to the entries still inside that top-100 set; windows starting beyond it return no entries and end the feed. It does NOT continue into older history. To read a specific contact's full timeline beyond the merged ceiling, call `list_party_entries` on that person's id directly (the default single-GET path paginates natively with no ceiling). For the LLM-driven 'what's the latest with $ORG' query this is the typical use of, the first page is exact and the ceiling is never reached."
   )
 });
 var PER_PARTY_FETCH_CAP = 100;
@@ -2803,7 +2803,7 @@ async function listTags(input) {
 }
 var addTagSchema = z15.object({
   entity: TagEntity,
-  entityId: positiveId.describe("The party/opportunity/kase id."),
+  entityId: positiveId.describe("The party/opportunity/project id."),
   tagName: z15.string().min(1).describe(
     "Name of the tag to attach. Capsule resolves by name: if a tag with this name already exists in the tenant it is attached to the entity; if not, Capsule creates the tag and attaches it. Names are tenant-global. Capsule matches case-INSENSITIVELY when resolving (so 'VIP' and 'vip' attach the same tag), preserving the canonical casing from whichever variant was created first. To ensure consistent casing in your tag list, call list_tags first and reuse the exact name from there. Idempotent \u2014 re-attaching an already-attached tag is harmless."
   )
@@ -2819,7 +2819,7 @@ async function addTag(input) {
 }
 var removeTagByIdSchema = z15.object({
   entity: TagEntity,
-  entityId: positiveId.describe("The party/opportunity/kase id."),
+  entityId: positiveId.describe("The party/opportunity/project id."),
   tagId: positiveId.describe(
     "The tag's id. Read via get_party / get_opportunity / get_project with embed='tags' \u2014 each tag entry in the response has an `id` field. list_tags returns the same ids for the same tags, so either source works; reading via embed first is the safer pattern because it confirms the tag is actually attached to this entity before you try to remove it (otherwise Capsule returns 422 'tag not found to delete'). Removing detaches the tag from this entity only; the tag definition itself persists in the tenant for other entities that share it."
   )
@@ -3164,7 +3164,7 @@ var getCustomFieldSchema = z21.object({
 });
 async function getCustomField(input) {
   const { data } = await capsuleGetCached(
-    `/${input.entity}/fields/definitions/${input.id}`
+    `/${ENTITY_PATH[input.entity]}/fields/definitions/${input.id}`
   );
   return data;
 }
@@ -3357,7 +3357,7 @@ function createCapsuleMcpServer(opts) {
   const server = new McpServer(
     {
       name: "capsulemcp",
-      version: "2.0.0",
+      version: "2.0.1",
       description: "Read and (optionally) modify Capsule CRM data \u2014 parties, opportunities, projects, tasks, timeline entries, pipelines, tags.",
       websiteUrl: "https://github.com/soil-dev/capsulemcp",
       icons: ICONS
@@ -3417,7 +3417,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_party_projects",
-    "List projects (cases) linked to a given party. Returns the same record shape as get_project, filtered to one party \u2014 use this to answer 'what cases is X involved in?' without enumerating all projects. Accepts optional embed (e.g. 'tags,fields'). For the opportunity-side analogue, use list_party_opportunities.",
+    "List projects linked to a given party. Returns the same record shape as get_project, filtered to one party \u2014 use this to answer 'what projects is X involved in?' without enumerating all projects. Accepts optional embed (e.g. 'tags,fields'). For the opportunity-side analogue, use list_party_opportunities.",
     listPartyProjectsSchema,
     listPartyProjects
   );
@@ -3431,7 +3431,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_custom_fields",
-    "List custom field DEFINITIONS for an entity type (parties, opportunities, or projects/kases). Returns the schema \u2014 name, type, options for list-type fields, etc. \u2014 NOT the values on any specific record. To read values on a record, use get_party / get_opportunity / get_project with embed=fields.",
+    "List custom field DEFINITIONS for an entity type (parties, opportunities, or projects). Returns the schema \u2014 name, type, options for list-type fields, etc. \u2014 NOT the values on any specific record. To read values on a record, use get_party / get_opportunity / get_project with embed=fields.",
     listCustomFieldsSchema,
     listCustomFields
   );
@@ -3580,7 +3580,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_associated_projects",
-    "List projects (cases) associated with a given opportunity. Returns the same record shape as list_projects, filtered to one opportunity. The inverse direction (project \u2192 opportunity) is on each project's `opportunity` field directly, so this tool is only needed for opportunity \u2192 projects discovery \u2014 use list_party_projects for party \u2192 projects.",
+    "List projects associated with a given opportunity. Returns the same record shape as list_projects, filtered to one opportunity. The inverse direction (project \u2192 opportunity) is on each project's `opportunity` field directly, so this tool is only needed for opportunity \u2192 projects discovery \u2014 use list_party_projects for party \u2192 projects.",
     listAssociatedProjectsSchema,
     listAssociatedProjects
   );
@@ -3624,28 +3624,28 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_projects",
-    "List projects (cases) in Capsule CRM, optionally filtered by status. Returns results in Capsule's default order (no sort parameter is supported here). For free-text matching use search_projects; for structured queries \u2014 'most recent project', 'projects opened this month', 'projects tagged X' \u2014 use filter_projects instead.",
+    "List projects in Capsule CRM, optionally filtered by status. Returns results in Capsule's default order (no sort parameter is supported here). For free-text matching use search_projects; for structured queries \u2014 'most recent project', 'projects opened this month', 'projects tagged X' \u2014 use filter_projects instead.",
     listProjectsSchema,
     listProjects
   );
   registerTool(
     server,
     "filter_projects",
-    "Filter projects (cases) by structured conditions (date ranges, status, tags, owner). Use this \u2014 not list_projects \u2014 for questions like 'most recent project', 'projects opened this month'. Capsule's API does not support ad-hoc sort, but for 'most recent X' you can filter by a date field and pick the highest-id row \u2014 Capsule IDs are monotonic, so newest id = newest record.",
+    "Filter projects by structured conditions (date ranges, status, tags, owner). Use this \u2014 not list_projects \u2014 for questions like 'most recent project', 'projects opened this month'. Capsule's API does not support ad-hoc sort, but for 'most recent X' you can filter by a date field and pick the highest-id row \u2014 Capsule IDs are monotonic, so newest id = newest record.",
     filterProjectsSchema,
     filterProjects
   );
   registerTool(
     server,
     "get_project",
-    "Fetch a single project (Capsule's term: 'case') by its numeric id. Returns the full record including name, description, status (OPEN/CLOSED), owner, stage, board, opportunityId (if linked), and timestamps. Use embed='tags,fields' to include attached tags and custom field values in one round-trip. For batch fetches of up to 50 projects at once, use get_projects instead. For the project's timeline (notes, captured emails, completed-task records) use list_project_entries.",
+    "Fetch a single project by its numeric id. Returns the full record including name, description, status (OPEN/CLOSED), owner, stage, board, opportunityId (if linked), and timestamps. Use embed='tags,fields' to include attached tags and custom field values in one round-trip. For batch fetches of up to 50 projects at once, use get_projects instead. For the project's timeline (notes, captured emails, completed-task records) use list_project_entries.",
     getProjectSchema,
     getProject
   );
   registerTool(
     server,
     "get_projects",
-    "Batch-fetch up to 50 projects (cases) by ID. For 1\u201310 ids this is a single Capsule round trip; for 11\u201350 ids the connector transparently splits into 10-id chunks and fans out parallel Capsule requests, so the caller sees a single tool call with all results merged.",
+    "Batch-fetch up to 50 projects by ID. For 1\u201310 ids this is a single Capsule round trip; for 11\u201350 ids the connector transparently splits into 10-id chunks and fans out parallel Capsule requests, so the caller sees a single tool call with all results merged.",
     getProjectsSchema,
     getProjects
   );
@@ -3660,7 +3660,7 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server,
       "create_project",
-      "Create a new project (case) in Capsule CRM linked to a party. Requires partyId and name; description, status, owner, and starting board/stage are optional. To pin a project to a specific board+stage on creation, pass stageId (which uniquely identifies a stage within a board). Discover valid ids via list_boards + list_stages. Returns the created project including its assigned id.",
+      "Create a new project in Capsule CRM linked to a party. Requires partyId and name; description, status, owner, and starting board/stage are optional. To pin a project to a specific board+stage on creation, pass stageId (which uniquely identifies a stage within a board). Discover valid ids via list_boards + list_stages. Returns the created project including its assigned id.",
       createProjectSchema,
       createProject
     );
@@ -3681,7 +3681,7 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server,
       "delete_project",
-      "DESTRUCTIVE & IRREVERSIBLE: permanently delete a project (case). Prefer update_project with status='CLOSED' to close a project while preserving history. Requires confirm=true. Always read the project first with get_project and confirm with the user before calling. Idempotent on retry: response is `{deleted: true, alreadyDeleted: false, id}` on a fresh delete or `{deleted: true, alreadyDeleted: true, id}` if the project was already gone.",
+      "DESTRUCTIVE & IRREVERSIBLE: permanently delete a project. Prefer update_project with status='CLOSED' to close a project while preserving history. Requires confirm=true. Always read the project first with get_project and confirm with the user before calling. Idempotent on retry: response is `{deleted: true, alreadyDeleted: false, id}` on a fresh delete or `{deleted: true, alreadyDeleted: true, id}` if the project was already gone.",
       deleteProjectSchema,
       deleteProject
     );
@@ -3796,7 +3796,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_project_entries",
-    "List timeline entries (notes, captured emails, completed-task records) for a project (case). Returns entries newest-first. Each entry has a type ('note', 'email', 'task'), free-text content, and timestamps. Use this to answer 'what's the latest on case X?' For party or opportunity timelines, use list_party_entries or list_opportunity_entries respectively.",
+    "List timeline entries (notes, captured emails, completed-task records) for a project. Returns entries newest-first. Each entry has a type ('note', 'email', 'task'), free-text content, and timestamps. Use this to answer 'what's the latest on project X?' For party or opportunity timelines, use list_party_entries or list_opportunity_entries respectively.",
     listProjectEntriesSchema,
     listProjectEntries
   );
@@ -3947,14 +3947,14 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server,
     "list_boards",
-    "List all project (case) boards defined in Capsule. A board is a grouping of stages that projects flow through \u2014 the project equivalent of an opportunity pipeline. Returns each board's id, name, and stages. Use this to discover boardId when creating a project, then pick a starting stage via list_stages. Like pipelines, boards are stable per account.",
+    "List all project boards defined in Capsule. A board is a grouping of stages that projects flow through \u2014 the project equivalent of an opportunity pipeline. Returns each board's id, name, and stages. Use this to discover boardId when creating a project, then pick a starting stage via list_stages. Like pipelines, boards are stable per account.",
     listBoardsSchema,
     listBoards
   );
   registerTool(
     server,
     "list_stages",
-    "List project (case) stages. Without arguments returns every stage across every board (each entry carries a `.board` reference so you can tell them apart). Pass `boardId` to scope the result to one specific board's stages. Use this to discover the numeric `stage.id` that `create_project` / `update_project` consume \u2014 stage names alone won't do, Capsule resolves by id. For opportunity (deal) stages, use `list_pipelines` instead \u2014 opportunities don't have stages in the project sense.",
+    "List project stages. Without arguments returns every stage across every board (each entry carries a `.board` reference so you can tell them apart). Pass `boardId` to scope the result to one specific board's stages. Use this to discover the numeric `stage.id` that `create_project` / `update_project` consume \u2014 stage names alone won't do, Capsule resolves by id. For opportunity (deal) stages, use `list_pipelines` instead \u2014 opportunities don't have stages in the project sense.",
     listStagesSchema,
     listStages
   );
@@ -4046,14 +4046,14 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server,
       "add_tag",
-      "Attach a tag to a party, opportunity, or project (kase) by NAME. Capsule resolves to an existing tag in the tenant or creates a fresh one with this name. Matching is case-insensitive \u2014 'VIP' and 'vip' attach the same tag, preserving the canonical casing from whichever variant was created first. To avoid creating a genuinely-distinct near-duplicate (e.g. 'VIP' vs 'V.I.P.'), call list_tags first and reuse the exact name. Idempotent \u2014 re-attaching an already-attached tag is harmless. To DETACH a tag, use remove_tag_by_id with the tag's id (read via get_party/get_opportunity/get_project with embed='tags').",
+      "Attach a tag to a party, opportunity, or project by NAME. Capsule resolves to an existing tag in the tenant or creates a fresh one with this name. Matching is case-insensitive \u2014 'VIP' and 'vip' attach the same tag, preserving the canonical casing from whichever variant was created first. To avoid creating a genuinely-distinct near-duplicate (e.g. 'VIP' vs 'V.I.P.'), call list_tags first and reuse the exact name. Idempotent \u2014 re-attaching an already-attached tag is harmless. To DETACH a tag, use remove_tag_by_id with the tag's id (read via get_party/get_opportunity/get_project with embed='tags').",
       addTagSchema,
       addTag
     );
     registerTool(
       server,
       "remove_tag_by_id",
-      "Detach a tag from a party, opportunity, or project (kase). Atomic \u2014 one PUT to Capsule. Reversible \u2014 no `confirm: true` gate (re-attach with add_tag using the same tag name). The `tagId` parameter is the tag's id, readable via get_party/get_opportunity/get_project with embed='tags' (list_tags returns the same ids and also works, but reading via embed first confirms the tag is actually attached to this entity). The tag definition itself remains in the tenant for other entities that still share it. Idempotent on retry: response is `{removed: true, alreadyRemoved: false, entity, entityId, tagId, ...<updated entity>}` on a fresh detach or `{removed: true, alreadyRemoved: true, entity, entityId, tagId}` if the tag was already detached (Capsule's 422 'tag not found to delete' is caught and converted).",
+      "Detach a tag from a party, opportunity, or project. Atomic \u2014 one PUT to Capsule. Reversible \u2014 no `confirm: true` gate (re-attach with add_tag using the same tag name). The `tagId` parameter is the tag's id, readable via get_party/get_opportunity/get_project with embed='tags' (list_tags returns the same ids and also works, but reading via embed first confirms the tag is actually attached to this entity). The tag definition itself remains in the tenant for other entities that still share it. Idempotent on retry: response is `{removed: true, alreadyRemoved: false, entity, entityId, tagId, ...<updated entity>}` on a fresh detach or `{removed: true, alreadyRemoved: true, entity, entityId, tagId}` if the tag was already detached (Capsule's 422 'tag not found to delete' is caught and converted).",
       removeTagByIdSchema,
       removeTagById
     );

package/dist/index.js

@@ -1445,7 +1445,7 @@ var PartyWriteBaseSchema = {
     "APPEND-ONLY: items are merged into the existing list, never replaced. For atomic add/remove/replace use add_party_website and remove_party_website_by_id."
   ),
   ownerId: positiveId.nullable().optional().describe(
-    "Pass a user ID to set, or `null` to unassign (verified empirically in v1.6.4 wire-trace \u2014 Capsule accepts `owner: null` on PUT /parties/:id for both persons and organisations). Discover IDs via list_users. WARNING: Capsule's PUT on /parties has the same asymmetric owner/team semantic documented in NOTES-ON-CAPSULE-API.md \xA727 for /kases \u2014 setting `owner` while omitting `team` is plausibly clearing-prone. When you supply `ownerId` and omit `teamId`, this connector reads the party's current team and includes it in the PUT body to preserve it across the owner change. Supply `teamId` explicitly to change it."
+    "Pass a user ID to set, or `null` to unassign (verified empirically in v1.6.4 wire-trace \u2014 Capsule accepts `owner: null` on PUT /parties/:id for both persons and organisations). Discover IDs via list_users. WARNING: Capsule's PUT on parties has the same asymmetric owner/team semantic documented in NOTES-ON-CAPSULE-API.md \xA727 for project updates \u2014 setting `owner` while omitting `team` is plausibly clearing-prone. When you supply `ownerId` and omit `teamId`, this connector reads the party's current team and includes it in the PUT body to preserve it across the owner change. Supply `teamId` explicitly to change it."
   ),
   teamId: positiveId.nullable().optional().describe(
     "Assign to team ID (discover via list_teams). Pass a team ID to set, or `null` to unassign. Capsule enforces the owner\u2208team membership constraint \u2014 passing a team the current owner doesn't belong to returns 422 'owner is not a member of the team'. Combine `ownerId: null` + `teamId: <T>` in one call to transfer a party to team-ownership with no specific user (verified empirically in v1.6.4 wire-trace; the membership rule doesn't fire when owner is null)."
@@ -1719,7 +1719,7 @@ var createOpportunitySchema = z8.object({
     "Assign to team ID (discover via list_teams). Independent from `ownerId` \u2014 setting one does NOT clear the other on create. Three ownership shapes are valid: owner alone, team alone, or owner+team (the owner must be a member of the team; users can belong to multiple teams \u2014 422 'owner is not a member of the team' otherwise)."
   ),
   fields: z8.array(CustomFieldWriteSchema).optional().describe(
-    fieldsArrayDescriptor("get_opportunity") + " Capsule's POST /opportunities accepts the same `fields[]` shape as PUT (inferred by symmetry with the v1.6.5 wire-trace findings on POST /parties and POST /kases \u2014 the tenant probed had no opportunity custom fields configured, so this is unverified empirically). Setting custom fields on creation removes the create-then-update ritual."
+    fieldsArrayDescriptor("get_opportunity") + " Capsule's POST /opportunities accepts the same `fields[]` shape as PUT (inferred by symmetry with the v1.6.5 wire-trace findings on party and project creation \u2014 the tenant probed had no opportunity custom fields configured, so this is unverified empirically). Setting custom fields on creation removes the create-then-update ritual."
   )
 });
 async function createOpportunity(input) {
@@ -1754,7 +1754,7 @@ var updateOpportunitySchema = z8.object({
     "Reason the opportunity was lost. Only meaningful when transitioning to a Lost milestone \u2014 Capsule silently drops it for other milestones. Without this set, a connector-driven Lost-close leaves `lostReason: null`. Discover IDs via list_lost_reasons."
   ),
   ownerId: positiveId.nullable().optional().describe(
-    "Reassign owner: pass a user ID to set, or `null` to unassign (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `owner: null` on PUT /opportunities/:id, mirroring the v1.6.4 finding on /parties; brings update_opportunity into parity with update_party and update_project). When you supply `ownerId` and omit `teamId`, the connector fetches the opportunity's current team and includes it in the PUT body to preserve it across the owner change. Without this defensive read, Capsule's PUT would clear the existing team (see NOTES-ON-CAPSULE-API.md \xA727 \u2014 same asymmetric semantic as /kases). Supply `teamId` explicitly on the same call to change the team instead. Combine `ownerId: null` + `teamId: <T>` in one call to transfer an opportunity to team-ownership with no specific user (verified empirically in v1.6.5; the owner-clears-team semantic doesn't fire when owner is being cleared to null)."
+    "Reassign owner: pass a user ID to set, or `null` to unassign (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `owner: null` on PUT /opportunities/:id, mirroring the v1.6.4 finding on /parties; brings update_opportunity into parity with update_party and update_project). When you supply `ownerId` and omit `teamId`, the connector fetches the opportunity's current team and includes it in the PUT body to preserve it across the owner change. Without this defensive read, Capsule's PUT would clear the existing team (see NOTES-ON-CAPSULE-API.md \xA727 \u2014 same asymmetric semantic as project updates). Supply `teamId` explicitly on the same call to change the team instead. Combine `ownerId: null` + `teamId: <T>` in one call to transfer an opportunity to team-ownership with no specific user (verified empirically in v1.6.5; the owner-clears-team semantic doesn't fire when owner is being cleared to null)."
   ),
   teamId: positiveId.nullable().optional().describe(
     "Reassign team: pass a team ID (discover via list_teams) to set, or `null` to unassign. Capsule preserves the existing owner across a team change (server-side), so `update_opportunity { teamId }` alone is safe \u2014 the owner is carried through. Owner must be a member of the new team or Capsule returns 422 'owner is not a member of the team'. Independent from `ownerId` \u2014 setting `teamId` does NOT clear the owner."
@@ -1858,7 +1858,7 @@ var createProjectSchema = z9.object({
   ),
   expectedCloseOn: z9.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional().describe("YYYY-MM-DD"),
   fields: z9.array(CustomFieldWriteSchema).optional().describe(
-    fieldsArrayDescriptor("get_project") + " Verified empirically in v1.6.5 wire-trace: Capsule's POST /kases accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array \u2014 use add_tag explicitly if you want it visible via embed=tags."
+    fieldsArrayDescriptor("get_project") + " Verified empirically in v1.6.5 wire-trace: Capsule's project create endpoint accepts the same `fields[]` shape as PUT, so callers can set custom field values on creation without a follow-up update. Project-specific: setting a field whose definition lives under a 'data tag' populates the row's internal tagId but does NOT auto-add the data tag to the project's tags array \u2014 use add_tag explicitly if you want it visible via embed=tags."
   )
 });
 async function createProject(input) {
@@ -1890,7 +1890,7 @@ var updateProjectSchema = z9.object({
     "Reassign team: pass a team ID (discover via list_teams) to set, or `null` to unassign. Capsule preserves the existing owner across a team change (server-side), so `update_project { teamId }` alone is safe \u2014 the owner is carried through. Owner must be a member of the new team or Capsule returns 422 'owner is not a member of the team'. A project must always have at least one of {owner, team} set \u2014 `teamId: null` on a project whose owner is already null returns 422 'owner or team is required'."
   ),
   stageId: positiveId.nullable().optional().describe(
-    "Move the project to this stage (board column), or `null` to remove from all stages (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `stage: null` on PUT /kases/:id and the project no longer appears on any board). Discover IDs via list_stages. Owner and team are preserved across stage-only updates (Capsule's PUT semantic). WARNING (cross-board): Capsule does NOT validate that the new stage belongs to the project's current board \u2014 passing a stageId from a different board silently relocates the project across boards. Team and other board-derived defaults are NOT updated to match the new board. Verify against the project's current board (read the project first, list its board's stages) before passing a cross-board id."
+    "Move the project to this stage (board column), or `null` to remove from all stages (verified empirically in v1.6.5 wire-trace \u2014 Capsule accepts `stage: null` on project update and the project no longer appears on any board). Discover IDs via list_stages. Owner and team are preserved across stage-only updates (Capsule's PUT semantic). WARNING (cross-board): Capsule does NOT validate that the new stage belongs to the project's current board \u2014 passing a stageId from a different board silently relocates the project across boards. Team and other board-derived defaults are NOT updated to match the new board. Verify against the project's current board (read the project first, list its board's stages) before passing a cross-board id."
   ),
   expectedCloseOn: z9.string().regex(/^\d{4}-\d{2}-\d{2}$/).optional().describe("YYYY-MM-DD"),
   fields: z9.array(CustomFieldWriteSchema).optional().describe(
@@ -1928,7 +1928,7 @@ var { schema: batchUpdateProjectSchema, handler: batchUpdateProject } = defineBa
 var { schema: deleteProjectSchema, handler: deleteProject } = defineDelete({
   toolName: "delete_project",
   pathPrefix: "/kases",
-  confirmHint: "Must be set to true. Permanently deletes the project (case). Consider update_project status='CLOSED' instead. Irreversible."
+  confirmHint: "Must be set to true. Permanently deletes the project. Consider update_project status='CLOSED' instead. Irreversible."
 });
 
 // src/tools/tasks.ts
@@ -2016,7 +2016,7 @@ var updateTaskSchema = z10.object({
     "Re-link the task to an opportunity by id, or `null` to orphan it. Mutually exclusive with `partyId` / `projectId` \u2014 see `partyId` for the XOR semantic."
   ),
   projectId: positiveId.nullable().optional().describe(
-    "Re-link the task to a project (kase) by id, or `null` to orphan it. Mutually exclusive with `partyId` / `opportunityId` \u2014 see `partyId` for the XOR semantic."
+    "Re-link the task to a project by id, or `null` to orphan it. Mutually exclusive with `partyId` / `opportunityId` \u2014 see `partyId` for the XOR semantic."
   )
 });
 async function updateTask(input) {
@@ -2064,7 +2064,7 @@ var listPartyEntriesSchema = z11.object({
   partyId: positiveId,
   ...listEntriesPagination,
   includeLinkedPersons: z11.boolean().optional().describe(
-    "When true AND `partyId` is an ORGANISATION, also include entries filed against the organisation's linked people (the persons whose `organisation` field references this org). The connector enumerates linked persons via `GET /parties/{orgId}/people`, fans out `GET /parties/{personId}/entries` in parallel (concurrency-capped, default 5 / configurable via `CAPSULE_MCP_BATCH_CONCURRENCY`), and merges into a single feed sorted by `entryAt` descending, deduped by entry id. Default is `false` \u2014 single GET, existing behaviour unchanged. WHY THIS FLAG EXISTS: Capsule's API files each entry against exactly one party row (verified v1.6.6 wire-trace probe 4 \u2014 POST /entries rejects multi-party bodies with 422 'entry must be linked to either a party, opportunity or kase'). For an organisation with multiple contacts, captured emails almost always land on a person row, not the org. As a result, `list_party_entries(orgId)` with `includeLinkedPersons: false` will miss recent customer-facing email \u2014 even though the org's own `lastContactedAt` is updated by the activity. This flag is the correct call for any 'what's new with $ORG?' question. WHEN `partyId` IS A PERSON: silently no-op \u2014 persons have no linked-people relationship in Capsule's data model, so the flag is functionally inert (the connector still issues a cheap `/people` check; the response is empty). LATENCY: 1 + N round trips for an org with N linked people, concurrency-capped (typical: 2-3 waves for N=10). Linked-person enumeration reads the first 100 linked people; use list_employees for explicit pagination when an organisation has more contacts than that. Use `includeLinkedPersons: false` for fast pre-screen reads where you only need the org-row entries (e.g. invoice/contract notes that are typically filed at the org level). PAGINATION CAVEAT: `page` and `perPage` apply to the MERGED window, and the merge has a hard ceiling \u2014 it reliably orders only the most-recent ~100 entries across the org + its people (each party is fetched at Capsule's per-party cap of 100, and a top-100-per-party merge is correct only up to global position 100). Windows that cross the ceiling are truncated to the entries still inside that top-100 set; windows starting beyond it return no entries and end the feed. It does NOT continue into older history. To read a specific contact's full timeline beyond the merged ceiling, call `list_party_entries` on that person's id directly (the default single-GET path paginates natively with no ceiling). For the LLM-driven 'what's the latest with $ORG' query this is the typical use of, the first page is exact and the ceiling is never reached."
+    "When true AND `partyId` is an ORGANISATION, also include entries filed against the organisation's linked people (the persons whose `organisation` field references this org). The connector enumerates linked persons via `GET /parties/{orgId}/people`, fans out `GET /parties/{personId}/entries` in parallel (concurrency-capped, default 5 / configurable via `CAPSULE_MCP_BATCH_CONCURRENCY`), and merges into a single feed sorted by `entryAt` descending, deduped by entry id. Default is `false` \u2014 single GET, existing behaviour unchanged. WHY THIS FLAG EXISTS: Capsule's API files each entry against exactly one party, opportunity, or project row (verified v1.6.6 wire-trace probe 4 \u2014 POST /entries rejects multi-party bodies with 422). For an organisation with multiple contacts, captured emails almost always land on a person row, not the org. As a result, `list_party_entries(orgId)` with `includeLinkedPersons: false` will miss recent customer-facing email \u2014 even though the org's own `lastContactedAt` is updated by the activity. This flag is the correct call for any 'what's new with $ORG?' question. WHEN `partyId` IS A PERSON: silently no-op \u2014 persons have no linked-people relationship in Capsule's data model, so the flag is functionally inert (the connector still issues a cheap `/people` check; the response is empty). LATENCY: 1 + N round trips for an org with N linked people, concurrency-capped (typical: 2-3 waves for N=10). Linked-person enumeration reads the first 100 linked people; use list_employees for explicit pagination when an organisation has more contacts than that. Use `includeLinkedPersons: false` for fast pre-screen reads where you only need the org-row entries (e.g. invoice/contract notes that are typically filed at the org level). PAGINATION CAVEAT: `page` and `perPage` apply to the MERGED window, and the merge has a hard ceiling \u2014 it reliably orders only the most-recent ~100 entries across the org + its people (each party is fetched at Capsule's per-party cap of 100, and a top-100-per-party merge is correct only up to global position 100). Windows that cross the ceiling are truncated to the entries still inside that top-100 set; windows starting beyond it return no entries and end the feed. It does NOT continue into older history. To read a specific contact's full timeline beyond the merged ceiling, call `list_party_entries` on that person's id directly (the default single-GET path paginates natively with no ceiling). For the LLM-driven 'what's the latest with $ORG' query this is the typical use of, the first page is exact and the ceiling is never reached."
   )
 });
 var PER_PARTY_FETCH_CAP = 100;
@@ -2300,7 +2300,7 @@ async function listTags(input) {
 }
 var addTagSchema = z14.object({
   entity: TagEntity,
-  entityId: positiveId.describe("The party/opportunity/kase id."),
+  entityId: positiveId.describe("The party/opportunity/project id."),
   tagName: z14.string().min(1).describe(
     "Name of the tag to attach. Capsule resolves by name: if a tag with this name already exists in the tenant it is attached to the entity; if not, Capsule creates the tag and attaches it. Names are tenant-global. Capsule matches case-INSENSITIVELY when resolving (so 'VIP' and 'vip' attach the same tag), preserving the canonical casing from whichever variant was created first. To ensure consistent casing in your tag list, call list_tags first and reuse the exact name from there. Idempotent \u2014 re-attaching an already-attached tag is harmless."
   )
@@ -2316,7 +2316,7 @@ async function addTag(input) {
 }
 var removeTagByIdSchema = z14.object({
   entity: TagEntity,
-  entityId: positiveId.describe("The party/opportunity/kase id."),
+  entityId: positiveId.describe("The party/opportunity/project id."),
   tagId: positiveId.describe(
     "The tag's id. Read via get_party / get_opportunity / get_project with embed='tags' \u2014 each tag entry in the response has an `id` field. list_tags returns the same ids for the same tags, so either source works; reading via embed first is the safer pattern because it confirms the tag is actually attached to this entity before you try to remove it (otherwise Capsule returns 422 'tag not found to delete'). Removing detaches the tag from this entity only; the tag definition itself persists in the tenant for other entities that share it."
   )
@@ -2661,7 +2661,7 @@ var getCustomFieldSchema = z20.object({
 });
 async function getCustomField(input) {
   const { data } = await capsuleGetCached(
-    `/${input.entity}/fields/definitions/${input.id}`
+    `/${ENTITY_PATH[input.entity]}/fields/definitions/${input.id}`
   );
   return data;
 }
@@ -2854,7 +2854,7 @@ function createCapsuleMcpServer(opts) {
   const server2 = new McpServer(
     {
       name: "capsulemcp",
-      version: "2.0.0",
+      version: "2.0.1",
       description: "Read and (optionally) modify Capsule CRM data \u2014 parties, opportunities, projects, tasks, timeline entries, pipelines, tags.",
       websiteUrl: "https://github.com/soil-dev/capsulemcp",
       icons: ICONS
@@ -2914,7 +2914,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_party_projects",
-    "List projects (cases) linked to a given party. Returns the same record shape as get_project, filtered to one party \u2014 use this to answer 'what cases is X involved in?' without enumerating all projects. Accepts optional embed (e.g. 'tags,fields'). For the opportunity-side analogue, use list_party_opportunities.",
+    "List projects linked to a given party. Returns the same record shape as get_project, filtered to one party \u2014 use this to answer 'what projects is X involved in?' without enumerating all projects. Accepts optional embed (e.g. 'tags,fields'). For the opportunity-side analogue, use list_party_opportunities.",
     listPartyProjectsSchema,
     listPartyProjects
   );
@@ -2928,7 +2928,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_custom_fields",
-    "List custom field DEFINITIONS for an entity type (parties, opportunities, or projects/kases). Returns the schema \u2014 name, type, options for list-type fields, etc. \u2014 NOT the values on any specific record. To read values on a record, use get_party / get_opportunity / get_project with embed=fields.",
+    "List custom field DEFINITIONS for an entity type (parties, opportunities, or projects). Returns the schema \u2014 name, type, options for list-type fields, etc. \u2014 NOT the values on any specific record. To read values on a record, use get_party / get_opportunity / get_project with embed=fields.",
     listCustomFieldsSchema,
     listCustomFields
   );
@@ -3077,7 +3077,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_associated_projects",
-    "List projects (cases) associated with a given opportunity. Returns the same record shape as list_projects, filtered to one opportunity. The inverse direction (project \u2192 opportunity) is on each project's `opportunity` field directly, so this tool is only needed for opportunity \u2192 projects discovery \u2014 use list_party_projects for party \u2192 projects.",
+    "List projects associated with a given opportunity. Returns the same record shape as list_projects, filtered to one opportunity. The inverse direction (project \u2192 opportunity) is on each project's `opportunity` field directly, so this tool is only needed for opportunity \u2192 projects discovery \u2014 use list_party_projects for party \u2192 projects.",
     listAssociatedProjectsSchema,
     listAssociatedProjects
   );
@@ -3121,28 +3121,28 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_projects",
-    "List projects (cases) in Capsule CRM, optionally filtered by status. Returns results in Capsule's default order (no sort parameter is supported here). For free-text matching use search_projects; for structured queries \u2014 'most recent project', 'projects opened this month', 'projects tagged X' \u2014 use filter_projects instead.",
+    "List projects in Capsule CRM, optionally filtered by status. Returns results in Capsule's default order (no sort parameter is supported here). For free-text matching use search_projects; for structured queries \u2014 'most recent project', 'projects opened this month', 'projects tagged X' \u2014 use filter_projects instead.",
     listProjectsSchema,
     listProjects
   );
   registerTool(
     server2,
     "filter_projects",
-    "Filter projects (cases) by structured conditions (date ranges, status, tags, owner). Use this \u2014 not list_projects \u2014 for questions like 'most recent project', 'projects opened this month'. Capsule's API does not support ad-hoc sort, but for 'most recent X' you can filter by a date field and pick the highest-id row \u2014 Capsule IDs are monotonic, so newest id = newest record.",
+    "Filter projects by structured conditions (date ranges, status, tags, owner). Use this \u2014 not list_projects \u2014 for questions like 'most recent project', 'projects opened this month'. Capsule's API does not support ad-hoc sort, but for 'most recent X' you can filter by a date field and pick the highest-id row \u2014 Capsule IDs are monotonic, so newest id = newest record.",
     filterProjectsSchema,
     filterProjects
   );
   registerTool(
     server2,
     "get_project",
-    "Fetch a single project (Capsule's term: 'case') by its numeric id. Returns the full record including name, description, status (OPEN/CLOSED), owner, stage, board, opportunityId (if linked), and timestamps. Use embed='tags,fields' to include attached tags and custom field values in one round-trip. For batch fetches of up to 50 projects at once, use get_projects instead. For the project's timeline (notes, captured emails, completed-task records) use list_project_entries.",
+    "Fetch a single project by its numeric id. Returns the full record including name, description, status (OPEN/CLOSED), owner, stage, board, opportunityId (if linked), and timestamps. Use embed='tags,fields' to include attached tags and custom field values in one round-trip. For batch fetches of up to 50 projects at once, use get_projects instead. For the project's timeline (notes, captured emails, completed-task records) use list_project_entries.",
     getProjectSchema,
     getProject
   );
   registerTool(
     server2,
     "get_projects",
-    "Batch-fetch up to 50 projects (cases) by ID. For 1\u201310 ids this is a single Capsule round trip; for 11\u201350 ids the connector transparently splits into 10-id chunks and fans out parallel Capsule requests, so the caller sees a single tool call with all results merged.",
+    "Batch-fetch up to 50 projects by ID. For 1\u201310 ids this is a single Capsule round trip; for 11\u201350 ids the connector transparently splits into 10-id chunks and fans out parallel Capsule requests, so the caller sees a single tool call with all results merged.",
     getProjectsSchema,
     getProjects
   );
@@ -3157,7 +3157,7 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server2,
       "create_project",
-      "Create a new project (case) in Capsule CRM linked to a party. Requires partyId and name; description, status, owner, and starting board/stage are optional. To pin a project to a specific board+stage on creation, pass stageId (which uniquely identifies a stage within a board). Discover valid ids via list_boards + list_stages. Returns the created project including its assigned id.",
+      "Create a new project in Capsule CRM linked to a party. Requires partyId and name; description, status, owner, and starting board/stage are optional. To pin a project to a specific board+stage on creation, pass stageId (which uniquely identifies a stage within a board). Discover valid ids via list_boards + list_stages. Returns the created project including its assigned id.",
       createProjectSchema,
       createProject
     );
@@ -3178,7 +3178,7 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server2,
       "delete_project",
-      "DESTRUCTIVE & IRREVERSIBLE: permanently delete a project (case). Prefer update_project with status='CLOSED' to close a project while preserving history. Requires confirm=true. Always read the project first with get_project and confirm with the user before calling. Idempotent on retry: response is `{deleted: true, alreadyDeleted: false, id}` on a fresh delete or `{deleted: true, alreadyDeleted: true, id}` if the project was already gone.",
+      "DESTRUCTIVE & IRREVERSIBLE: permanently delete a project. Prefer update_project with status='CLOSED' to close a project while preserving history. Requires confirm=true. Always read the project first with get_project and confirm with the user before calling. Idempotent on retry: response is `{deleted: true, alreadyDeleted: false, id}` on a fresh delete or `{deleted: true, alreadyDeleted: true, id}` if the project was already gone.",
       deleteProjectSchema,
       deleteProject
     );
@@ -3293,7 +3293,7 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_project_entries",
-    "List timeline entries (notes, captured emails, completed-task records) for a project (case). Returns entries newest-first. Each entry has a type ('note', 'email', 'task'), free-text content, and timestamps. Use this to answer 'what's the latest on case X?' For party or opportunity timelines, use list_party_entries or list_opportunity_entries respectively.",
+    "List timeline entries (notes, captured emails, completed-task records) for a project. Returns entries newest-first. Each entry has a type ('note', 'email', 'task'), free-text content, and timestamps. Use this to answer 'what's the latest on project X?' For party or opportunity timelines, use list_party_entries or list_opportunity_entries respectively.",
     listProjectEntriesSchema,
     listProjectEntries
   );
@@ -3444,14 +3444,14 @@ function createCapsuleMcpServer(opts) {
   registerTool(
     server2,
     "list_boards",
-    "List all project (case) boards defined in Capsule. A board is a grouping of stages that projects flow through \u2014 the project equivalent of an opportunity pipeline. Returns each board's id, name, and stages. Use this to discover boardId when creating a project, then pick a starting stage via list_stages. Like pipelines, boards are stable per account.",
+    "List all project boards defined in Capsule. A board is a grouping of stages that projects flow through \u2014 the project equivalent of an opportunity pipeline. Returns each board's id, name, and stages. Use this to discover boardId when creating a project, then pick a starting stage via list_stages. Like pipelines, boards are stable per account.",
     listBoardsSchema,
     listBoards
   );
   registerTool(
     server2,
     "list_stages",
-    "List project (case) stages. Without arguments returns every stage across every board (each entry carries a `.board` reference so you can tell them apart). Pass `boardId` to scope the result to one specific board's stages. Use this to discover the numeric `stage.id` that `create_project` / `update_project` consume \u2014 stage names alone won't do, Capsule resolves by id. For opportunity (deal) stages, use `list_pipelines` instead \u2014 opportunities don't have stages in the project sense.",
+    "List project stages. Without arguments returns every stage across every board (each entry carries a `.board` reference so you can tell them apart). Pass `boardId` to scope the result to one specific board's stages. Use this to discover the numeric `stage.id` that `create_project` / `update_project` consume \u2014 stage names alone won't do, Capsule resolves by id. For opportunity (deal) stages, use `list_pipelines` instead \u2014 opportunities don't have stages in the project sense.",
     listStagesSchema,
     listStages
   );
@@ -3543,14 +3543,14 @@ function createCapsuleMcpServer(opts) {
     registerTool(
       server2,
       "add_tag",
-      "Attach a tag to a party, opportunity, or project (kase) by NAME. Capsule resolves to an existing tag in the tenant or creates a fresh one with this name. Matching is case-insensitive \u2014 'VIP' and 'vip' attach the same tag, preserving the canonical casing from whichever variant was created first. To avoid creating a genuinely-distinct near-duplicate (e.g. 'VIP' vs 'V.I.P.'), call list_tags first and reuse the exact name. Idempotent \u2014 re-attaching an already-attached tag is harmless. To DETACH a tag, use remove_tag_by_id with the tag's id (read via get_party/get_opportunity/get_project with embed='tags').",
+      "Attach a tag to a party, opportunity, or project by NAME. Capsule resolves to an existing tag in the tenant or creates a fresh one with this name. Matching is case-insensitive \u2014 'VIP' and 'vip' attach the same tag, preserving the canonical casing from whichever variant was created first. To avoid creating a genuinely-distinct near-duplicate (e.g. 'VIP' vs 'V.I.P.'), call list_tags first and reuse the exact name. Idempotent \u2014 re-attaching an already-attached tag is harmless. To DETACH a tag, use remove_tag_by_id with the tag's id (read via get_party/get_opportunity/get_project with embed='tags').",
       addTagSchema,
       addTag
     );
     registerTool(
       server2,
       "remove_tag_by_id",
-      "Detach a tag from a party, opportunity, or project (kase). Atomic \u2014 one PUT to Capsule. Reversible \u2014 no `confirm: true` gate (re-attach with add_tag using the same tag name). The `tagId` parameter is the tag's id, readable via get_party/get_opportunity/get_project with embed='tags' (list_tags returns the same ids and also works, but reading via embed first confirms the tag is actually attached to this entity). The tag definition itself remains in the tenant for other entities that still share it. Idempotent on retry: response is `{removed: true, alreadyRemoved: false, entity, entityId, tagId, ...<updated entity>}` on a fresh detach or `{removed: true, alreadyRemoved: true, entity, entityId, tagId}` if the tag was already detached (Capsule's 422 'tag not found to delete' is caught and converted).",
+      "Detach a tag from a party, opportunity, or project. Atomic \u2014 one PUT to Capsule. Reversible \u2014 no `confirm: true` gate (re-attach with add_tag using the same tag name). The `tagId` parameter is the tag's id, readable via get_party/get_opportunity/get_project with embed='tags' (list_tags returns the same ids and also works, but reading via embed first confirms the tag is actually attached to this entity). The tag definition itself remains in the tenant for other entities that still share it. Idempotent on retry: response is `{removed: true, alreadyRemoved: false, entity, entityId, tagId, ...<updated entity>}` on a fresh detach or `{removed: true, alreadyRemoved: true, entity, entityId, tagId}` if the tag was already detached (Capsule's 422 'tag not found to delete' is caught and converted).",
       removeTagByIdSchema,
       removeTagById
     );

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "capsulemcp",
-  "version": "2.0.0",
+  "version": "2.0.1",
   "description": "Model Context Protocol server for Capsule CRM. Lets Claude (Desktop, Code, or web Projects via Custom Connector) read and write your CRM in plain English. Covers contacts, opportunities, projects, tasks, timeline activity, structured filters, saved filters with sort, workflow tracks, file attachments, audit, and batch fetches.",
   "keywords": [
     "mcp",