conduyt-mcp 4.3.3 → 4.5.0

package/dist/tools/contacts.js

@@ -1,5 +1,20 @@
 import { z } from "zod";
 import { formatResult } from "../client.js";
+/**
+ * Accept BOTH the canonical `customFields` and the REST-style `custom_fields`
+ * spelling and return the canonical value to send to the API. The MCP SDK
+ * strips schema-undeclared keys, so a caller using the snake_case alias (which
+ * is plausible — this file also exposes per_page / assigned_to) would otherwise
+ * have their custom-field values silently dropped. Declaring both and
+ * normalizing here closes that data-loss path; supplying both at once is a
+ * conflict we reject rather than silently pick one.
+ */
+function resolveCustomFields(camel, snake) {
+    if (camel !== undefined && snake !== undefined) {
+        throw new Error("Provide custom-field values once: use either `customFields` or `custom_fields`, not both.");
+    }
+    return camel !== undefined ? camel : snake;
+}
 export function registerContactTools(server, client) {
     server.tool("conduyt_list_contacts", "List and search contacts with filtering. Returns paginated results with name, email, phone, tags, source, and assignee.", {
         search: z.string().optional().describe("Search by name, email, or phone number"),
@@ -39,19 +54,27 @@ export function registerContactTools(server, client) {
         company: z.string().optional().describe("Company name"),
         source: z.string().optional().describe("Lead source (e.g. 'website', 'referral', 'import')"),
         tags: z.array(z.string()).optional().describe("Tag UUIDs to apply (tags must already exist — create them with conduyt_create_tag first)"),
-    }, async (params) => {
-        const result = await client.post("/api/v1/contacts", params);
+        customFields: z.record(z.any()).optional().describe("Structured custom-field values keyed by field key, e.g. { lead_temperature: 'hot', budget: 50000 }. Define fields first with conduyt_create_custom_field (entity 'contact')."),
+        custom_fields: z.record(z.any()).optional().describe("Alias for customFields (snake_case). Provide only one of customFields / custom_fields."),
+    }, async ({ customFields, custom_fields, ...rest }) => {
+        const cf = resolveCustomFields(customFields, custom_fields);
+        const body = cf !== undefined ? { ...rest, customFields: cf } : rest;
+        const result = await client.post("/api/v1/contacts", body);
         return formatResult(result);
     });
-    server.tool("conduyt_update_contact", "Update an existing contact's fields — name, email, phone, company, custom fields.", {
+    server.tool("conduyt_update_contact", "Update an existing contact's fields — name, email, phone, company, custom fields. customFields merge into existing values (omit a key to leave it unchanged).", {
         id: z.string().describe("Contact UUID"),
         email: z.string().optional().describe("Updated email"),
         firstName: z.string().optional().describe("Updated first name"),
         lastName: z.string().optional().describe("Updated last name"),
         phone: z.string().optional().describe("Updated phone"),
         company: z.string().optional().describe("Updated company name"),
-    }, async ({ id, ...updates }) => {
-        const result = await client.patch(`/api/v1/contacts/${id}`, updates);
+        customFields: z.record(z.any()).optional().describe("Structured custom-field values to merge, keyed by field key. Omit a key to leave it unchanged."),
+        custom_fields: z.record(z.any()).optional().describe("Alias for customFields (snake_case). Provide only one of customFields / custom_fields."),
+    }, async ({ id, customFields, custom_fields, ...updates }) => {
+        const cf = resolveCustomFields(customFields, custom_fields);
+        const body = cf !== undefined ? { ...updates, customFields: cf } : updates;
+        const result = await client.patch(`/api/v1/contacts/${id}`, body);
         return formatResult(result);
     });
     server.tool("conduyt_add_tags", "Add one or more existing tags to a contact by tag UUID. Tags must already exist (create them with conduyt_create_tag); this does NOT create tags.", {
@@ -61,4 +84,12 @@ export function registerContactTools(server, client) {
         const result = await client.post(`/api/v1/contacts/${contactId}/tags`, { tagIds });
         return formatResult(result);
     });
+    server.tool("conduyt_link_contact_to_deal", "Associate an existing contact with an existing deal (creates a deal↔contact link). A deal's primary contact is set at create time via contactId; use this to attach ADDITIONAL contacts (e.g. a decision-maker plus an influencer) to the same deal. Both must already exist and belong to your account.", {
+        dealId: z.string().describe("Deal UUID"),
+        contactId: z.string().describe("Contact UUID to link to the deal"),
+        role: z.string().optional().describe("Relationship role for this contact on the deal, e.g. 'decision_maker', 'influencer', 'billing'. Defaults to 'related'."),
+    }, async ({ dealId, contactId, role }) => {
+        const result = await client.post(`/api/v1/deals/${dealId}/contacts`, { contactId, role });
+        return formatResult(result);
+    });
 }

package/dist/tools/deals.js

@@ -141,4 +141,15 @@ export function registerDealTools(server, client) {
         const result = await client.post(`/api/v1/imports/${jobId}/process`, {});
         return formatResult({ jobId, ...result });
     });
+    server.tool("conduyt_add_deal_tags", "Tag a deal with one or more EXISTING tags by tag UUID. Tags must already exist (create them with conduyt_create_tag); this does NOT create tags. Deals support tags just like contacts — use this to segment high-value or priority deals. To tag several deals, call this once per deal.", {
+        dealId: z.string().describe("Deal UUID"),
+        tagIds: z.array(z.string()).describe("Tag UUIDs to add to the deal (must already exist; non-empty)"),
+    }, async ({ dealId, tagIds }) => {
+        const result = await client.post(`/api/v1/deals/${dealId}/tags`, { tagIds });
+        return formatResult(result);
+    });
+    server.tool("conduyt_list_deal_views", "List the account's SAVED DEAL VIEWS (saved deal segments, e.g. 'Open deals over $10k'), each with its id, name, stored filter rules, and current deal count. Read-only — shows how the account segments its deals.", {}, async () => {
+        const result = await client.get("/api/v1/deals/views");
+        return formatResult(result);
+    });
 }

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.3.3",
-  "description": "MCP server for Conduyt CRM — expose CRM operations as AI-accessible tools",
+  "version": "4.5.0",
+  "description": "MCP server for Conduyt CRM \u2014 expose CRM operations as AI-accessible tools",
   "type": "module",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",