conduyt-mcp 4.25.0 → 4.27.0

package/dist/index.js

@@ -35,6 +35,7 @@ import { registerDashboardTools } from "./tools/dashboard.js";
 import { registerAiExtendedTools } from "./tools/ai-extended.js";
 import { registerWorkflowSandboxTools } from "./tools/workflow-sandbox.js";
 import { registerPrivacyTools } from "./tools/privacy.js";
+import { registerSmartViewTools } from "./tools/smart-views.js";
 import { registerAccountExportTools } from "./tools/account-exports.js";
 import { registerLifecycleTools } from "./tools/lifecycle.js";
 import { registerReplyCaptureTools } from "./tools/reply-capture.js";
@@ -97,6 +98,7 @@ registerDashboardTools(server, client);
 registerAiExtendedTools(server, client);
 registerWorkflowSandboxTools(server, client);
 registerPrivacyTools(server, client);
+registerSmartViewTools(server, client);
 registerAccountExportTools(server, client);
 registerLifecycleTools(server, client);
 registerReplyCaptureTools(server, client);

package/dist/tools/ai-extended.js

@@ -124,6 +124,19 @@ export function registerAiExtendedTools(server, client) {
         const result = await client.post(`/api/v1/dialer/call/${callId}/ai-disposition`, {});
         return formatResult(result);
     });
+    server.tool("conduyt_ai_agenda", "The copilot's Today agenda for a user: what is on their calendar today (tenant timezone), callbacks they promised, messages waiting for a reply, overdue and due-today tasks, untouched new leads, recent-call follow-ups and deals going quiet — every visibility and opt-out rule applied — with a short brief on top (composed by the account's AI engine when available, otherwise a deterministic sentence built from the counts). Read-only.", {
+        userId: z.string().optional().describe("User UUID to build the agenda for (admins/owners only; defaults to the authenticated user)"),
+        narrative: z.boolean().optional().describe("false = skip the AI-composed brief and return the deterministic one (spends no AI budget)"),
+    }, async ({ userId, narrative }) => {
+        const params = new URLSearchParams();
+        if (userId)
+            params.set("userId", userId);
+        if (narrative === false)
+            params.set("narrative", "0");
+        const qs = params.toString();
+        const result = await client.get(`/api/v1/ai/agenda${qs ? `?${qs}` : ""}`);
+        return formatResult(result);
+    });
     server.tool("conduyt_ai_daily_brief", "AI-generated daily brief for the current user. Summarizes today's priorities — deals needing attention, overdue tasks, hot leads, and recommended focus.", {}, async () => {
         const result = await client.get("/api/v1/ai/daily-brief");
         return formatResult(result);

package/dist/tools/smart-views.d.ts

@@ -0,0 +1,3 @@
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { ConduytClient } from "../client.js";
+export declare function registerSmartViewTools(server: McpServer, client: ConduytClient): void;

package/dist/tools/smart-views.js

@@ -0,0 +1,69 @@
+import { z } from "zod";
+import { formatResult } from "../client.js";
+/**
+ * Smart Views + Smart Dialing (#53). Smart Views are the admin-curated
+ * contact buckets in the sidebar; the dial-enabled ones are the Smart
+ * Dialing PRIORITIES: when an agent starts Smart Dialing the CRM feeds one
+ * lead at a time from priority 1 down (sidebar order = dial order), skipping
+ * leads in cooldown, over a cap, already connected, or on DNC. One call at a
+ * time with the agent on the line — never predictive. Dialing settings are
+ * admin-only in the API (owner/admin API keys); reads work for any key with
+ * the 'contacts' scope.
+ */
+const scheduleStepSchema = z.object({
+    attemptNumber: z.number().int().min(1).max(20).describe("1 = the first call, 2 = the first retry, …"),
+    delayMinutes: z.number().int().min(0).describe("Minutes to wait after the previous attempt before this one (0 = immediately)"),
+});
+export function registerSmartViewTools(server, client) {
+    server.tool("conduyt_list_smart_views", "List the account's Smart Views in sidebar order with their lead counts and Smart Dialing settings (dialEnabled = it is a dialing priority; sortPosition = its rank; maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialSchedule). Use it to answer \"what does the team dial first?\" or before changing a priority.", {}, async () => {
+        const result = await client.get("/api/v1/smart-views");
+        return formatResult(result);
+    });
+    server.tool("conduyt_update_smart_view_dialing", "Change one Smart View's Smart Dialing settings (admin key): make it a priority or not, the lifetime attempt cap, the per-day cap (null = no daily cap, counted in the account timezone), the cooldown between calls to the same lead, and the retry schedule. Only the fields you pass change. Use conduyt_reorder_smart_views to change WHICH priority it is.", {
+        id: z.string().uuid().describe("Smart View UUID (from conduyt_list_smart_views)"),
+        dialEnabled: z.boolean().optional().describe("true = this view is a Smart Dialing priority; false = agents no longer dial it"),
+        maxDialAttempts: z.number().int().min(1).max(20).optional().describe("Stop after N calls to a lead, ever (1–20)"),
+        maxDialAttemptsPerDay: z
+            .number()
+            .int()
+            .min(1)
+            .max(20)
+            .nullable()
+            .optional()
+            .describe("Most calls to one lead in a single account-local day (1–20); null removes the daily cap"),
+        dialCooldownMinutes: z.number().int().min(0).max(10080).optional().describe("Minutes to wait between calls to the same lead"),
+        dialSchedule: z
+            .array(scheduleStepSchema)
+            .min(1)
+            .max(20)
+            .optional()
+            .describe('Retry schedule, e.g. [{"attemptNumber":1,"delayMinutes":0},{"attemptNumber":2,"delayMinutes":60},{"attemptNumber":3,"delayMinutes":1440}]'),
+    }, async ({ id, dialEnabled, maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialSchedule }) => {
+        // Inline body (undefined fields drop out in JSON) — keeps the shape
+        // readable by the contract verifier's static parser.
+        const result = await client.patch(`/api/v1/smart-views/${encodeURIComponent(id)}`, {
+            dialEnabled,
+            maxDialAttempts,
+            maxDialAttemptsPerDay,
+            dialCooldownMinutes,
+            dialSchedule,
+        });
+        return formatResult(result);
+    });
+    server.tool("conduyt_get_smart_dialing_order", "The Smart Dialing PRIORITIES, uncapped: every dial-enabled, account-wide contact Smart View in dial order (exactly the set the queue walks; personal views and deal views are never priorities) plus the candidates that could become one. Prefer this over conduyt_list_smart_views (capped at 100) before changing the priority order.", {}, async () => {
+        const result = await client.get("/api/v1/smart-views/dial-order");
+        return formatResult(result);
+    });
+    server.tool("conduyt_set_smart_dialing_order", "Set the Smart Dialing PRIORITY order (admin key): pass the dial-enabled Smart View ids in the wanted order — every dial-enabled view exactly once, nothing else. The server rebuilds the account-wide view order so views that are not priorities keep their slots. Prefer this over conduyt_reorder_smart_views for dialing.", {
+        order: z.array(z.string().uuid()).max(2000).describe("Every dial-enabled Smart View UUID (from conduyt_get_smart_dialing_order), first = dialed first"),
+    }, async ({ order }) => {
+        const result = await client.patch("/api/v1/smart-views/dial-order", { order });
+        return formatResult(result);
+    });
+    server.tool("conduyt_reorder_smart_views", "Set the SIDEBAR order of Smart Views (admin key). Pass EVERY view id from conduyt_list_smart_views in the wanted order (max 200, no duplicates) — views you leave out keep a stale position, so always send the full list. For the dialing priority use conduyt_set_smart_dialing_order, which only needs the dial-enabled ids.", {
+        order: z.array(z.string().uuid()).min(1).max(200).describe("Every Smart View UUID, first = highest priority"),
+    }, async ({ order }) => {
+        const result = await client.patch("/api/v1/smart-views/reorder", { order });
+        return formatResult(result);
+    });
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.25.0",
+  "version": "4.27.0",
   "description": "MCP server for Conduyt CRM — expose CRM operations as AI-accessible tools",
   "type": "module",
   "main": "dist/index.js",

package/scripts/coverage-matrix.json

@@ -1,11 +1,11 @@
 {
-  "generatedAt": "2026-09-05T15:24:32.841Z",
-  "toolCount": 204,
-  "totalEndpoints": 909,
+  "generatedAt": "2026-09-06T04:07:11.872Z",
+  "toolCount": 210,
+  "totalEndpoints": 912,
   "counts": {
-    "covered": 189,
+    "covered": 194,
     "excluded": 274,
-    "planned": 446,
+    "planned": 444,
     "uncategorized": 0
   },
   "matrix": {
@@ -309,6 +309,10 @@
       "status": "excluded",
       "reason": "super-admin platform operations (Conduyt staff only)"
     },
+    "GET /api/v1/ai/agenda": {
+      "status": "planned",
+      "reason": "AI surfaces beyond chat/insights/tasks tools"
+    },
     "POST /api/v1/ai/chat": {
       "status": "covered",
       "tools": [
@@ -3524,24 +3528,42 @@
       "reason": "smart list management"
     },
     "GET /api/v1/smart-views": {
-      "status": "planned",
-      "reason": "smart view management beyond summaries"
+      "status": "covered",
+      "tools": [
+        "conduyt_list_smart_views"
+      ]
     },
     "POST /api/v1/smart-views": {
       "status": "planned",
       "reason": "smart view management beyond summaries"
     },
     "PATCH /api/v1/smart-views/:id": {
-      "status": "planned",
-      "reason": "smart view management beyond summaries"
+      "status": "covered",
+      "tools": [
+        "conduyt_update_smart_view_dialing"
+      ]
     },
     "DELETE /api/v1/smart-views/:id": {
       "status": "planned",
       "reason": "smart view management beyond summaries"
     },
+    "GET /api/v1/smart-views/dial-order": {
+      "status": "covered",
+      "tools": [
+        "conduyt_get_smart_dialing_order"
+      ]
+    },
+    "PATCH /api/v1/smart-views/dial-order": {
+      "status": "covered",
+      "tools": [
+        "conduyt_set_smart_dialing_order"
+      ]
+    },
     "PATCH /api/v1/smart-views/reorder": {
-      "status": "planned",
-      "reason": "smart view management beyond summaries"
+      "status": "covered",
+      "tools": [
+        "conduyt_reorder_smart_views"
+      ]
     },
     "GET /api/v1/sms-providers": {
       "status": "planned",