conduyt-mcp 4.38.0 → 4.40.0

package/dist/tools/reports.js

@@ -14,6 +14,15 @@ const filterSchema = z.object({
     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"),
 });
+const pivotSchema = z.object({
+    rows: z.array(z.string()).min(1).max(2).describe("One or two groupable fields down the side"),
+    columns: z.string().nullable().optional().describe("A groupable field across the top (omit for a single Total column)"),
+    measures: z.array(z.object({
+        aggregate: z.enum(["count", "sum", "avg", "min", "max"]),
+        field: z.string().nullable().optional().describe("A numeric field (rollup or cf:<key>); omit for count"),
+        format: z.enum(["number", "integer", "currency", "percent"]).optional().describe("How this measure is displayed (a property of the measure, not the report)"),
+    })).min(1).max(5),
+}).describe("Pivot table on the report (contacts / deals): every cell, row totals, column totals and the grand total come from the same filtered rows as the table; XLSX exports and deliveries add a Pivot sheet");
 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")));
@@ -33,7 +42,8 @@ export function registerReportTools(server, client) {
         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 }) => {
+        pivot: pivotSchema.optional(),
+    }, async ({ name, description, entity, columns, filters, sortBy, sortDir, groupBy, groupBy2, timeGrain, aggregate, measureField, chartType, population, isShared, pivot }) => {
         // 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,
@@ -51,6 +61,7 @@ export function registerReportTools(server, client) {
             chartType,
             population,
             isShared,
+            pivot,
         });
         return formatResult(result);
     });
@@ -79,7 +90,8 @@ export function registerReportTools(server, client) {
         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 }) => {
+        pivot: pivotSchema.optional(),
+    }, async ({ entity, columns, filters, sortBy, sortDir, groupBy, groupBy2, timeGrain, aggregate, measureField, population, pivot }) => {
         const result = await client.post("/api/v1/reports/custom/preview", {
             entity,
             columns,
@@ -92,6 +104,44 @@ export function registerReportTools(server, client) {
             aggregate,
             measureField,
             population,
+            pivot,
+        });
+        return formatResult(result);
+    });
+    server.tool("conduyt_update_report", "Update a saved custom report: any create field, plus pivot (set a pivot grid, or null to remove it). Only the fields you pass change.", {
+        id: z.string().uuid().describe("Saved report id (from conduyt_list_reports)"),
+        name: z.string().min(1).max(120).optional(),
+        description: z.string().max(500).nullable().optional(),
+        columns: z.array(z.string()).min(1).max(60).optional(),
+        filters: z.array(filterSchema).max(30).optional(),
+        sortBy: z.string().nullable().optional(),
+        sortDir: z.enum(["asc", "desc"]).optional(),
+        groupBy: z.string().nullable().optional(),
+        groupBy2: z.string().nullable().optional(),
+        timeGrain: z.enum(["day", "week", "month"]).nullable().optional(),
+        aggregate: z.enum(["count", "sum", "avg", "min", "max"]).optional(),
+        measureField: z.string().nullable().optional(),
+        chartType: z.enum(["bar", "line", "pie", "table", "funnel", "number"]).optional(),
+        population: z.object({ smartViewId: z.string().uuid().nullable().optional() }).nullable().optional(),
+        isShared: z.boolean().optional(),
+        pivot: pivotSchema.nullable().optional().describe("A pivot definition, or null to remove the pivot"),
+    }, async ({ id, name, description, columns, filters, sortBy, sortDir, groupBy, groupBy2, timeGrain, aggregate, measureField, chartType, population, isShared, pivot }) => {
+        const result = await client.patch(`/api/v1/reports/custom/${encodeURIComponent(id)}`, {
+            name,
+            description,
+            columns,
+            filters,
+            sortBy,
+            sortDir,
+            groupBy,
+            groupBy2,
+            timeGrain,
+            aggregate,
+            measureField,
+            chartType,
+            population,
+            isShared,
+            pivot,
         });
         return formatResult(result);
     });

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.38.0",
+  "version": "4.40.0",
   "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": "2026-09-10T23:09:09.291Z",
-  "toolCount": 233,
-  "totalEndpoints": 941,
+  "generatedAt": "2026-09-11T02:31:42.441Z",
+  "toolCount": 234,
+  "totalEndpoints": 940,
   "counts": {
-    "covered": 215,
+    "covered": 216,
     "excluded": 283,
-    "planned": 443,
+    "planned": 441,
     "uncategorized": 0
   },
   "matrix": {
@@ -2879,10 +2879,6 @@
       "status": "planned",
       "reason": "notification surfaces"
     },
-    "GET /api/v1/ops/capacity": {
-      "status": "planned",
-      "reason": "operator capacity dashboard (#51, shipped 2026-09) — read-only queue/park telemetry; a typed conduyt_capacity_snapshot tool is agent-relevant for throughput questions"
-    },
     "GET /api/v1/phone-numbers": {
       "status": "planned",
       "reason": "phone number inventory"
@@ -3186,8 +3182,10 @@
       "reason": "additional report surfaces beyond ai/insights"
     },
     "PATCH /api/v1/reports/custom/:id": {
-      "status": "planned",
-      "reason": "additional report surfaces beyond ai/insights"
+      "status": "covered",
+      "tools": [
+        "conduyt_update_report"
+      ]
     },
     "DELETE /api/v1/reports/custom/:id": {
       "status": "planned",