conduyt-mcp 4.1.0 → 4.2.0

package/README.md

@@ -1,8 +1,8 @@
 # Conduyt MCP Server
 
-MCP server for [Conduyt CRM](https://conduyt.app) — expose your entire CRM as AI-accessible tools.
+MCP server for [Conduyt CRM](https://conduyt.app) — expose your CRM as AI-accessible tools. Covers the core CRM surface (contacts, deals, pipelines, custom fields, automations, messaging, and more); use `conduyt_api_catalog` to discover the full set of 409 REST endpoints.
 
-## 107 Tools
+## 113 Tools
 
 ### Discovery
 | Tool | Description |
@@ -24,9 +24,9 @@ MCP server for [Conduyt CRM](https://conduyt.app) — expose your entire CRM as
 | Tool | Description |
 |------|-------------|
 | `conduyt_list_deals` | List deals by pipeline, stage, or assignee |
-| `conduyt_get_deal` | Get deal details with history |
-| `conduyt_create_deal` | Create a deal in a pipeline |
-| `conduyt_update_deal` | Move stage, change value, mark won/lost |
+| `conduyt_get_deal` | Get deal details with history, including custom-field values |
+| `conduyt_create_deal` | Create a deal with full attributes — currency (e.g. GBP), probability, priority, expected close date, contact/company, and structured custom-field values |
+| `conduyt_update_deal` | Move stage, change value/currency, set probability or close date, reassign, mark won/lost, or write custom-field values |
 
 ### Tasks
 | Tool | Description |
@@ -38,6 +38,12 @@ MCP server for [Conduyt CRM](https://conduyt.app) — expose your entire CRM as
 | Tool | Description |
 |------|-------------|
 | `conduyt_list_pipelines` | List pipelines with stages |
+| `conduyt_create_pipeline` | Create a pipeline, optionally with its full set of stages (no stage-count cap; up to 50) |
+| `conduyt_update_pipeline` | Rename a pipeline, change its description, or set it as default |
+| `conduyt_delete_pipeline` | Delete a pipeline (move/remove its deals first) |
+| `conduyt_create_stage` | Append a stage to a pipeline (e.g. 'On Hold', 'Declined/Dead') |
+| `conduyt_update_stage` | Rename, recolor, reorder, or change won/lost flags on a stage |
+| `conduyt_delete_stage` | Delete an empty stage from a pipeline |
 
 ### Activities
 | Tool | Description |
@@ -238,8 +244,7 @@ Add to `claude_desktop_config.json`:
   "mcpServers": {
     "conduyt": {
       "command": "npx",
-      "args": ["tsx", "src/index.ts"],
-      "cwd": "/path/to/conduyt-mcp",
+      "args": ["-y", "conduyt-mcp"],
       "env": {
         "CONDUYT_API_URL": "https://conduyt.app",
         "CONDUYT_API_KEY": "cdy_your_key_here"
@@ -258,7 +263,7 @@ Add to `.mcp.json` or settings:
   "mcpServers": {
     "conduyt": {
       "command": "npx",
-      "args": ["tsx", "/path/to/conduyt-mcp/src/index.ts"],
+      "args": ["-y", "conduyt-mcp"],
       "env": {
         "CONDUYT_API_URL": "https://conduyt.app",
         "CONDUYT_API_KEY": "cdy_your_key_here"

package/dist/index.js

@@ -45,7 +45,7 @@ if (!apiKey.startsWith("cdy_")) {
 const client = new ConduytClient({ apiUrl, apiKey });
 const server = new McpServer({
     name: "conduyt",
-    version: "4.1.0",
+    version: "4.2.0",
 });
 registerDiscoveryTools(server, client);
 registerContactTools(server, client);

package/dist/tools/deals.js

@@ -28,30 +28,44 @@ export function registerDealTools(server, client) {
         const result = await client.get(`/api/v1/deals?${params}`);
         return formatResult(result);
     });
-    server.tool("conduyt_get_deal", "Get a single deal with full details — value, stage, contact, activities, tasks, and history.", {
+    server.tool("conduyt_get_deal", "Get a single deal with full details — value, currency, probability, stage, contact, expected close date, custom-field values, activities, tasks, and history. Use this to read structured custom-field data back out of a deal (e.g. for a P&L or balance-sheet model).", {
         id: z.string().describe("Deal UUID"),
     }, async ({ id }) => {
         const result = await client.get(`/api/v1/deals/${id}`);
         return formatResult(result);
     });
-    server.tool("conduyt_create_deal", "Create a new deal in a pipeline. Requires a pipeline and stage ID — use conduyt_list_pipelines to discover them.", {
+    server.tool("conduyt_create_deal", "Create a new deal in a pipeline with full attributes. Requires a pipeline and stage ID — use conduyt_list_pipelines to discover them. Supports currency (e.g. GBP), probability, priority, expected close date, and structured custom-field values.", {
         title: z.string().describe("Deal title (e.g. 'Acme Corp — Enterprise Plan')"),
         pipelineId: z.string().describe("Pipeline UUID"),
         stageId: z.string().describe("Stage UUID within the pipeline"),
         contactId: z.string().optional().describe("Associated contact UUID"),
-        value: z.number().optional().describe("Deal value in dollars"),
-        assignedTo: z.string().optional().describe("Assigned user UUID"),
+        companyId: z.string().optional().describe("Associated company UUID"),
+        value: z.number().optional().describe("Deal value (numeric, in the deal's currency)"),
+        currency: z.string().optional().describe("ISO 4217 currency code, e.g. 'USD', 'GBP', 'EUR'. Defaults to USD if omitted."),
+        status: z.enum(["open", "won", "lost"]).optional().describe("Deal status (default 'open')"),
+        priority: z.string().optional().describe("Deal priority, e.g. 'low', 'medium', 'high'"),
+        probability: z.number().min(0).max(1).optional().describe("Win probability as a 0–1 fraction (e.g. 0.75 = 75%)"),
+        expectedCloseDate: z.string().optional().describe("Expected close date (ISO 8601, e.g. '2026-09-30')"),
+        assignedTo: z.string().optional().describe("Assigned user (owner) UUID"),
+        customFields: z.record(z.any()).optional().describe("Structured custom-field values keyed by field key, e.g. { limit_of_indemnity: 5000000, commission_pct: 12.5 }. Define fields first with conduyt_create_custom_field."),
     }, async (params) => {
         const result = await client.post("/api/v1/deals", params);
         return formatResult(result);
     });
-    server.tool("conduyt_update_deal", "Update a deal — move to a new stage, change value, reassign, or mark as won/lost.", {
+    server.tool("conduyt_update_deal", "Update a deal — move stage, change value/currency, set probability or expected close date, reassign, mark won/lost, or write structured custom-field values. customFields are merged into existing values (omit a key to leave it unchanged).", {
         id: z.string().describe("Deal UUID"),
         title: z.string().optional().describe("Updated title"),
         stageId: z.string().optional().describe("Move to a new stage UUID"),
+        contactId: z.string().optional().describe("Re-link to a contact UUID"),
+        companyId: z.string().optional().describe("Re-link to a company UUID"),
         value: z.number().optional().describe("Updated deal value"),
+        currency: z.string().optional().describe("ISO 4217 currency code, e.g. 'GBP'"),
         status: z.enum(["open", "won", "lost"]).optional().describe("Set deal status"),
-        assignedTo: z.string().optional().describe("Reassign to user UUID"),
+        priority: z.string().optional().describe("Updated priority"),
+        probability: z.number().min(0).max(1).optional().describe("Win probability as a 0–1 fraction (e.g. 0.75 = 75%)"),
+        expectedCloseDate: z.string().optional().describe("Expected close date (ISO 8601)"),
+        assignedTo: z.string().optional().describe("Reassign to user (owner) UUID"),
+        customFields: z.record(z.any()).optional().describe("Structured custom-field values to merge, keyed by field key"),
     }, async ({ id, ...updates }) => {
         const result = await client.patch(`/api/v1/deals/${id}`, updates);
         return formatResult(result);

package/dist/tools/pipelines.js

@@ -1,7 +1,86 @@
+import { z } from "zod";
 import { formatResult } from "../client.js";
 export function registerPipelineTools(server, client) {
     server.tool("conduyt_list_pipelines", "List all sales pipelines with their stages. Use this to discover pipeline and stage UUIDs before creating or moving deals.", {}, async () => {
         const result = await client.get("/api/v1/pipelines");
         return formatResult(result);
     });
+    server.tool("conduyt_create_pipeline", "Create a new sales pipeline, optionally with its full set of stages in one call. If stages are omitted, default New/Won/Lost stages are created. There is no fixed limit on stage count — pass as many as your funnel needs (e.g. eight active stages plus 'On Hold' and 'Declined/Dead').", {
+        name: z.string().describe("Pipeline name (e.g. 'New Business Book')"),
+        description: z.string().optional().describe("Optional pipeline description"),
+        isDefault: z.boolean().optional().describe("Make this the account's default pipeline"),
+        stages: z
+            .array(z.object({
+            name: z.string().describe("Stage name (e.g. 'Quote Sent')"),
+            order: z.number().int().min(0).optional().describe("Display order (0-based). If omitted, stages are ordered as listed."),
+            color: z.string().optional().describe("Hex color, e.g. '#3B82F6'"),
+            isWon: z.boolean().optional().describe("Marks this as a won/closed-won stage"),
+            isLost: z.boolean().optional().describe("Marks this as a lost/dead stage"),
+        }))
+            .optional()
+            .describe("Ordered list of stages to create with the pipeline. A stage cannot be both isWon and isLost."),
+    }, async ({ name, description, isDefault, stages }) => {
+        const body = { name };
+        if (description !== undefined)
+            body.description = description;
+        if (isDefault !== undefined)
+            body.isDefault = isDefault;
+        if (stages) {
+            body.stages = stages.map((s, i) => ({
+                ...s,
+                order: s.order ?? i,
+            }));
+        }
+        const result = await client.post("/api/v1/pipelines", body);
+        return formatResult(result);
+    });
+    server.tool("conduyt_update_pipeline", "Update a pipeline's name, description, or default flag. To add/edit/remove stages, use the stage tools.", {
+        id: z.string().describe("Pipeline UUID"),
+        name: z.string().optional().describe("Updated pipeline name"),
+        description: z.string().optional().describe("Updated description"),
+        isDefault: z.boolean().optional().describe("Set as the account's default pipeline"),
+    }, async ({ id, ...updates }) => {
+        const result = await client.patch(`/api/v1/pipelines/${id}`, updates);
+        return formatResult(result);
+    });
+    server.tool("conduyt_delete_pipeline", "Delete a pipeline. Deals in the pipeline must be moved or removed first. Cannot delete the default or an archived pipeline.", {
+        id: z.string().describe("Pipeline UUID to delete"),
+    }, async ({ id }) => {
+        const result = await client.del(`/api/v1/pipelines/${id}`);
+        return formatResult(result);
+    });
+    server.tool("conduyt_create_stage", "Add a new stage to an existing pipeline. The stage is appended after the current last stage. Use this to extend a funnel (e.g. add 'On Hold' or 'Declined/Dead').", {
+        pipelineId: z.string().describe("Pipeline UUID to add the stage to"),
+        name: z.string().describe("Stage name"),
+        color: z.string().optional().describe("Hex color, e.g. '#3B82F6'"),
+        isWon: z.boolean().optional().describe("Marks this as a won stage"),
+        isLost: z.boolean().optional().describe("Marks this as a lost/dead stage"),
+    }, async ({ pipelineId, name, color, isWon, isLost }) => {
+        const result = await client.post(`/api/v1/pipelines/${pipelineId}/stages`, {
+            name,
+            color,
+            isWon,
+            isLost,
+        });
+        return formatResult(result);
+    });
+    server.tool("conduyt_update_stage", "Update a stage within a pipeline — rename, recolor, reorder (sortOrder), or change its won/lost flags.", {
+        pipelineId: z.string().describe("Pipeline UUID"),
+        stageId: z.string().describe("Stage UUID to update"),
+        name: z.string().optional().describe("Updated stage name"),
+        color: z.string().optional().describe("Updated hex color"),
+        sortOrder: z.number().int().min(0).optional().describe("Updated display order (0-based)"),
+        isWon: z.boolean().optional().describe("Updated won flag"),
+        isLost: z.boolean().optional().describe("Updated lost flag"),
+    }, async ({ pipelineId, stageId, ...updates }) => {
+        const result = await client.patch(`/api/v1/pipelines/${pipelineId}/stages/${stageId}`, updates);
+        return formatResult(result);
+    });
+    server.tool("conduyt_delete_stage", "Delete a stage from a pipeline. The stage must be empty (no deals) — move or reassign deals first.", {
+        pipelineId: z.string().describe("Pipeline UUID"),
+        stageId: z.string().describe("Stage UUID to delete"),
+    }, async ({ pipelineId, stageId }) => {
+        const result = await client.del(`/api/v1/pipelines/${pipelineId}/stages/${stageId}`);
+        return formatResult(result);
+    });
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.1.0",
+  "version": "4.2.0",
   "description": "MCP server for Conduyt CRM — expose CRM operations as AI-accessible tools",
   "type": "module",
   "main": "dist/index.js",