conduyt-mcp 4.40.0 → 4.42.0

package/dist/index.js

@@ -42,6 +42,7 @@ 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";
+import { registerReportDashboardTools } from "./tools/dashboards.js";
 const apiUrl = process.env.CONDUYT_API_URL;
 const apiKey = process.env.CONDUYT_API_KEY;
 if (!apiUrl || !apiKey) {
@@ -106,5 +107,6 @@ registerReplyCaptureTools(server, client);
 registerCallFlowTools(server, client);
 registerProjectBlueTools(server, client);
 registerReportTools(server, client);
+registerReportDashboardTools(server, client);
 const transport = new StdioServerTransport();
 await server.connect(transport);

package/dist/tools/dashboards.d.ts

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

package/dist/tools/dashboards.js

@@ -0,0 +1,47 @@
+import { z } from "zod";
+import { formatResult } from "../client.js";
+const boardFiltersSchema = z.object({
+    dateRange: z.enum(["today", "this_week", "this_month", "this_quarter", "this_year", "last_7_days", "last_30_days", "last_90_days", "custom"]).optional(),
+    start: z.string().optional().describe("YYYY-MM-DD, with dateRange custom"),
+    end: z.string().optional().describe("YYYY-MM-DD, with dateRange custom"),
+    assignedTo: z.array(z.string().uuid()).max(50).optional().describe("Rep user ids"),
+    sources: z.array(z.string()).max(50).optional().describe("Lead sources"),
+}).describe("Board filters, applied to EVERY tile at once (date window on the base date field, reps on assignedTo, sources on source)");
+export function registerReportDashboardTools(server, client) {
+    server.tool("conduyt_list_dashboards", "The dashboards this key can open (shared boards and its own; admins see all): name, filters, tiles.", {}, async () => formatResult(await client.get("/api/v1/dashboards")));
+    server.tool("conduyt_create_dashboard", "Create a dashboard: a board of tiles, each a saved report shown as a KPI, chart, table or pivot, with one set of filters for the whole board.", {
+        name: z.string().min(1).max(120),
+        description: z.string().max(500).optional(),
+        filters: boardFiltersSchema.optional(),
+        isShared: z.boolean().optional().describe("Visible to the whole account (default false = only you and admins)"),
+    }, async ({ name, description, filters, isShared }) => formatResult(await client.post("/api/v1/dashboards", { name, description, filters, isShared })));
+    server.tool("conduyt_get_dashboard", "One dashboard with its tiles and their reports.", { id: z.string().uuid() }, async ({ id }) => formatResult(await client.get(`/api/v1/dashboards/${encodeURIComponent(id)}`)));
+    server.tool("conduyt_update_dashboard", "Rename, describe, share, replace the board filters, or reorder the tiles (tileOrder = every tile id once, in the new order). Only the fields you pass change.", {
+        id: z.string().uuid(),
+        name: z.string().min(1).max(120).optional(),
+        description: z.string().max(500).nullable().optional(),
+        filters: boardFiltersSchema.optional(),
+        isShared: z.boolean().optional(),
+        tileOrder: z.array(z.string().uuid()).optional(),
+    }, async ({ id, name, description, filters, isShared, tileOrder }) => formatResult(await client.patch(`/api/v1/dashboards/${encodeURIComponent(id)}`, { name, description, filters, isShared, tileOrder })));
+    server.tool("conduyt_delete_dashboard", "Delete a dashboard (its tiles go with it; the saved reports stay).", { id: z.string().uuid() }, async ({ id }) => formatResult(await client.del(`/api/v1/dashboards/${encodeURIComponent(id)}`)));
+    server.tool("conduyt_add_dashboard_tile", "Pin a saved report to a dashboard. kind kpi (style ledger | trend | goal; goal needs a target), chart (report needs a group by; style ranked | target | focus), table, or pivot (report needs a pivot). size s / m / l on a six-column grid.", {
+        id: z.string().uuid().describe("Dashboard id"),
+        savedReportId: z.string().uuid(),
+        kind: z.enum(["kpi", "chart", "table", "pivot"]),
+        style: z.enum(["ledger", "trend", "goal", "ranked", "target", "focus"]).optional(),
+        size: z.enum(["s", "m", "l"]).optional(),
+        title: z.string().max(120).optional().describe("Overrides the report name on the tile"),
+        target: z.number().nonnegative().optional().describe("For a goal KPI: the number the metric is measured against"),
+    }, async ({ id, savedReportId, kind, style, size, title, target }) => formatResult(await client.post(`/api/v1/dashboards/${encodeURIComponent(id)}/tiles`, { savedReportId, kind, style, size, title, target })));
+    server.tool("conduyt_update_dashboard_tile", "Change a tile's style, size, title or target (null clears the target).", {
+        id: z.string().uuid().describe("Dashboard id"),
+        tileId: z.string().uuid(),
+        style: z.enum(["ledger", "trend", "goal", "ranked", "target", "focus"]).nullable().optional(),
+        size: z.enum(["s", "m", "l"]).optional(),
+        title: z.string().max(120).nullable().optional(),
+        target: z.number().nonnegative().nullable().optional(),
+    }, async ({ id, tileId, style, size, title, target }) => formatResult(await client.patch(`/api/v1/dashboards/${encodeURIComponent(id)}/tiles/${encodeURIComponent(tileId)}`, { style, size, title, target })));
+    server.tool("conduyt_remove_dashboard_tile", "Remove a tile from a dashboard (the saved report stays).", { id: z.string().uuid().describe("Dashboard id"), tileId: z.string().uuid() }, async ({ id, tileId }) => formatResult(await client.del(`/api/v1/dashboards/${encodeURIComponent(id)}/tiles/${encodeURIComponent(tileId)}`)));
+    server.tool("conduyt_run_dashboard", "Run every tile of a dashboard with the board filters applied (pass filters to override them for this run only): KPI tiles carry the value, the previous window's value, the delta, and for trend a series, for goal the progress and pace; chart tiles the chart data; table tiles the first rows; pivot tiles the pivot grid. A tile whose report fails carries its error and the rest still return.", { id: z.string().uuid(), filters: boardFiltersSchema.optional() }, async ({ id, filters }) => formatResult(await client.post(`/api/v1/dashboards/${encodeURIComponent(id)}/run`, { filters })));
+}

package/dist/tools/messaging.js

@@ -128,4 +128,20 @@ export function registerMessagingTools(server, client) {
         const result = await client.get(`/api/v1/reports/speed-to-lead?${params}`);
         return formatResult(result);
     });
+    server.tool("conduyt_funnel_report", "Stage funnel for ONE pipeline: every deal that entered each stage in the window (created in it, or moved into it) and what happened to that presence so far (advanced to a later stage, lost, moved back, handed off to another pipeline, still there; the five add up to the entries), with the median days a settled stay lasted, plus the pipeline cohort (deals created in the window by where they sit now: won / lost / open). Built from recorded stage moves, never from where deals sit now. Windows clamp to 90 days. GET /api/v1/reports/funnel", {
+        pipelineId: z.string().uuid().describe("The pipeline to report on"),
+        from: z.string().optional().describe("ISO start (omit both for the last 90 days; spans clamp to 90d)"),
+        to: z.string().optional().describe("ISO end"),
+        dateRange: z.string().optional().describe("A shared dashboard range key (today, week, month, quarter, year, last_30_days, ...) instead of from/to"),
+    }, async ({ pipelineId, from, to, dateRange }) => {
+        const params = new URLSearchParams({ pipelineId });
+        if (from)
+            params.set("from", from);
+        if (to)
+            params.set("to", to);
+        if (dateRange)
+            params.set("dateRange", dateRange);
+        const result = await client.get(`/api/v1/reports/funnel?${params}`);
+        return formatResult(result);
+    });
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.40.0",
+  "version": "4.42.0",
   "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": "2026-09-11T02:31:42.441Z",
-  "toolCount": 234,
-  "totalEndpoints": 940,
+  "generatedAt": "2026-09-11T07:55:35.252Z",
+  "toolCount": 244,
+  "totalEndpoints": 951,
   "counts": {
-    "covered": 216,
+    "covered": 226,
     "excluded": 283,
-    "planned": 441,
+    "planned": 442,
     "uncategorized": 0
   },
   "matrix": {
@@ -1895,6 +1895,60 @@
         "conduyt_dashboard"
       ]
     },
+    "GET /api/v1/dashboards": {
+      "status": "covered",
+      "tools": [
+        "conduyt_list_dashboards"
+      ]
+    },
+    "POST /api/v1/dashboards": {
+      "status": "covered",
+      "tools": [
+        "conduyt_create_dashboard"
+      ]
+    },
+    "GET /api/v1/dashboards/:id": {
+      "status": "covered",
+      "tools": [
+        "conduyt_get_dashboard"
+      ]
+    },
+    "PATCH /api/v1/dashboards/:id": {
+      "status": "covered",
+      "tools": [
+        "conduyt_update_dashboard"
+      ]
+    },
+    "DELETE /api/v1/dashboards/:id": {
+      "status": "covered",
+      "tools": [
+        "conduyt_delete_dashboard"
+      ]
+    },
+    "POST /api/v1/dashboards/:id/run": {
+      "status": "covered",
+      "tools": [
+        "conduyt_run_dashboard"
+      ]
+    },
+    "POST /api/v1/dashboards/:id/tiles": {
+      "status": "covered",
+      "tools": [
+        "conduyt_add_dashboard_tile"
+      ]
+    },
+    "PATCH /api/v1/dashboards/:id/tiles/:tileId": {
+      "status": "covered",
+      "tools": [
+        "conduyt_update_dashboard_tile"
+      ]
+    },
+    "DELETE /api/v1/dashboards/:id/tiles/:tileId": {
+      "status": "covered",
+      "tools": [
+        "conduyt_remove_dashboard_tile"
+      ]
+    },
     "GET /api/v1/data-model/quality": {
       "status": "planned",
       "reason": "data-model quality reporting"
@@ -2879,6 +2933,10 @@
       "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"
@@ -3253,6 +3311,12 @@
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"
     },
+    "GET /api/v1/reports/funnel": {
+      "status": "covered",
+      "tools": [
+        "conduyt_funnel_report"
+      ]
+    },
     "GET /api/v1/reports/pipeline": {
       "status": "planned",
       "reason": "additional report surfaces beyond ai/insights"