conduyt-mcp 4.34.0 → 4.35.0

package/dist/index.js

@@ -41,6 +41,7 @@ import { registerLifecycleTools } from "./tools/lifecycle.js";
 import { registerReplyCaptureTools } from "./tools/reply-capture.js";
 import { registerCallFlowTools } from "./tools/call-flows.js";
 import { registerProjectBlueTools } from "./tools/project-blue.js";
+import { registerReportTools } from "./tools/reports.js";
 const apiUrl = process.env.CONDUYT_API_URL;
 const apiKey = process.env.CONDUYT_API_KEY;
 if (!apiUrl || !apiKey) {
@@ -104,5 +105,6 @@ registerLifecycleTools(server, client);
 registerReplyCaptureTools(server, client);
 registerCallFlowTools(server, client);
 registerProjectBlueTools(server, client);
+registerReportTools(server, client);
 const transport = new StdioServerTransport();
 await server.connect(transport);

package/dist/tools/reports.d.ts

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

package/dist/tools/reports.js

@@ -0,0 +1,105 @@
+import { z } from "zod";
+import { formatResult } from "../client.js";
+/**
+ * Custom reports (reporting P1, 2026-09-10): the Lead Activity grid. A report is a saved definition — a base
+ * (contacts, deals, activities, tasks, messages, invoices), columns, filters, a sort, an optional metric and
+ * grouping. On the contacts and deals bases the columns can be per-row ROLLUPS (calls, connected calls, talk time,
+ * first/last call, SMS and email counts, time to first touch, activities, deals and their value, appointments, drip
+ * status, days since created or contacted; on deals: contact name/phone/email, age, time in stage, days to close),
+ * the account's CUSTOM FIELDS (`cf:<key>`), a Smart View as the POPULATION, and a second grouping dimension.
+ * Reads need the reports scope; creating needs reports create; exporting needs reports export.
+ */
+const filterSchema = z.object({
+    field: z.string().describe("A field name from conduyt_report_fields (base column, rollup, or cf:<key>)"),
+    operator: z.string().describe("eq, neq, contains, gt, gte, lt, lte, between, in, isNull, isNotNull, or a relative-date operator (within_last_n, today, since_monday, this_calendar_month, previous_month, in_past, in_future…)"),
+    value: z.unknown().optional().describe("The value; [from, to] for between; a list for in; {n, unit} for within_last_n / within_next_n"),
+});
+export function registerReportTools(server, client) {
+    server.tool("conduyt_report_fields", "The field catalogue a custom report may use on a base: the entity's own columns, its per-row rollups (contacts/deals) and the account's custom fields, with type, operators and whether each can group, sort or be measured. Read this before building a report.", { entity: z.enum(["contacts", "deals", "activities", "tasks", "messages", "invoices"]).describe("The report base") }, async ({ entity }) => formatResult(await client.get(`/api/v1/reports/custom/fields?entity=${encodeURIComponent(entity)}`)));
+    server.tool("conduyt_list_reports", "List the account's saved custom reports (shared ones and your own), with their definition and last-run status.", {}, async () => formatResult(await client.get("/api/v1/reports/custom")));
+    server.tool("conduyt_create_report", "Create a saved custom report. contacts/deals bases support rollup columns, cf:<key> custom fields, a Smart View population and groupBy2 (see conduyt_report_fields).", {
+        name: z.string().min(1).max(120),
+        description: z.string().max(500).optional(),
+        entity: z.enum(["contacts", "deals", "activities", "tasks", "messages", "invoices"]),
+        columns: z.array(z.string()).min(1).max(60).describe("Field names in display order"),
+        filters: z.array(filterSchema).max(30).optional(),
+        sortBy: z.string().optional(),
+        sortDir: z.enum(["asc", "desc"]).optional(),
+        groupBy: z.string().optional().describe("A groupable field (chart dimension)"),
+        groupBy2: z.string().optional().describe("contacts/deals only: a second grouping dimension (rows = groupBy × groupBy2)"),
+        timeGrain: z.enum(["day", "week", "month"]).optional().describe("When groupBy is a date"),
+        aggregate: z.enum(["count", "sum", "avg", "min", "max"]).optional(),
+        measureField: z.string().optional().describe("A numeric field for sum/avg/min/max (a rollup or cf:<key> works)"),
+        chartType: z.enum(["bar", "line", "pie", "table", "funnel", "number"]).optional(),
+        population: z.object({ smartViewId: z.string().uuid().nullable().optional() }).optional().describe("contacts/deals only: { smartViewId } runs the report over the contacts in that Smart View"),
+        isShared: z.boolean().optional().describe("Visible to the whole account (default false = only you and admins)"),
+    }, async ({ name, description, entity, columns, filters, sortBy, sortDir, groupBy, groupBy2, timeGrain, aggregate, measureField, chartType, population, isShared }) => {
+        // Inline body (undefined fields drop out in JSON) — readable by the contract verifier's static parser.
+        const result = await client.post("/api/v1/reports/custom", {
+            name,
+            description,
+            entity,
+            columns,
+            filters,
+            sortBy,
+            sortDir,
+            groupBy,
+            groupBy2,
+            timeGrain,
+            aggregate,
+            measureField,
+            chartType,
+            population,
+            isShared,
+        });
+        return formatResult(result);
+    });
+    server.tool("conduyt_run_report", "Run a saved custom report: a page of rows (per_page ≤ 500), the total, the metric, the chart data (groupBy) and, on contacts/deals with groupBy2, the two-dimensional grouped rows.", {
+        id: z.string().uuid().describe("Saved report id (from conduyt_list_reports)"),
+        page: z.number().int().min(1).optional(),
+        per_page: z.number().int().min(1).max(500).optional(),
+    }, async ({ id, page, per_page }) => {
+        const params = new URLSearchParams();
+        if (page)
+            params.set("page", String(page));
+        if (per_page)
+            params.set("per_page", String(per_page));
+        const qs = params.toString();
+        return formatResult(await client.post(`/api/v1/reports/custom/${encodeURIComponent(id)}/run${qs ? `?${qs}` : ""}`, {}));
+    });
+    server.tool("conduyt_preview_report", "Run an UNSAVED report definition (10 rows) to check columns and filters before saving. Same fields as conduyt_create_report.", {
+        entity: z.enum(["contacts", "deals", "activities", "tasks", "messages", "invoices"]),
+        columns: z.array(z.string()).min(1).max(60),
+        filters: z.array(filterSchema).max(30).optional(),
+        sortBy: z.string().optional(),
+        sortDir: z.enum(["asc", "desc"]).optional(),
+        groupBy: z.string().optional(),
+        groupBy2: z.string().optional(),
+        timeGrain: z.enum(["day", "week", "month"]).optional(),
+        aggregate: z.enum(["count", "sum", "avg", "min", "max"]).optional(),
+        measureField: z.string().optional(),
+        population: z.object({ smartViewId: z.string().uuid().nullable().optional() }).optional(),
+    }, async ({ entity, columns, filters, sortBy, sortDir, groupBy, groupBy2, timeGrain, aggregate, measureField, population }) => {
+        const result = await client.post("/api/v1/reports/custom/preview", {
+            entity,
+            columns,
+            filters,
+            sortBy,
+            sortDir,
+            groupBy,
+            groupBy2,
+            timeGrain,
+            aggregate,
+            measureField,
+            population,
+        });
+        return formatResult(result);
+    });
+    server.tool("conduyt_export_report", "Export every matching row of a saved report (up to 50,000) as CSV or XLSX text. Returns the file body; for a large report narrow the filters or ask for the scheduled delivery.", {
+        id: z.string().uuid(),
+        format: z.enum(["csv", "xlsx"]).optional().describe("csv (default) or xlsx"),
+    }, async ({ id, format }) => {
+        const result = await client.postText(`/api/v1/reports/custom/${encodeURIComponent(id)}/export?format=${format ?? "csv"}`, {});
+        return formatResult(result);
+    });
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.34.0",
+  "version": "4.35.0",
   "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": "2026-09-09T18:54:08.958Z",
-  "toolCount": 219,
-  "totalEndpoints": 930,
+  "generatedAt": "2026-09-10T13:43:27.157Z",
+  "toolCount": 225,
+  "totalEndpoints": 931,
   "counts": {
-    "covered": 202,
+    "covered": 207,
     "excluded": 283,
-    "planned": 445,
+    "planned": 441,
     "uncategorized": 0
   },
   "matrix": {
@@ -3170,12 +3170,16 @@
       "reason": "additional report surfaces beyond ai/insights"
     },
     "GET /api/v1/reports/custom": {
-      "status": "planned",
-      "reason": "additional report surfaces beyond ai/insights"
+      "status": "covered",
+      "tools": [
+        "conduyt_list_reports"
+      ]
     },
     "POST /api/v1/reports/custom": {
-      "status": "planned",
-      "reason": "additional report surfaces beyond ai/insights"
+      "status": "covered",
+      "tools": [
+        "conduyt_create_report"
+      ]
     },
     "GET /api/v1/reports/custom/:id": {
       "status": "planned",
@@ -3190,16 +3194,26 @@
       "reason": "additional report surfaces beyond ai/insights"
     },
     "POST /api/v1/reports/custom/:id/export": {
-      "status": "planned",
-      "reason": "additional report surfaces beyond ai/insights"
+      "status": "covered",
+      "tools": [
+        "conduyt_export_report"
+      ]
     },
     "POST /api/v1/reports/custom/:id/run": {
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"
     },
+    "GET /api/v1/reports/custom/fields": {
+      "status": "covered",
+      "tools": [
+        "conduyt_report_fields"
+      ]
+    },
     "POST /api/v1/reports/custom/preview": {
-      "status": "planned",
-      "reason": "additional report surfaces beyond ai/insights"
+      "status": "covered",
+      "tools": [
+        "conduyt_preview_report"
+      ]
     },
     "GET /api/v1/reports/dialer/agent-hourly": {
       "status": "planned",