conduyt-mcp 4.47.0 → 4.49.0

package/README.md

@@ -55,7 +55,7 @@ MCP server for [Conduyt CRM](https://conduyt.app) — expose your CRM as AI-acce
 ### AI
 | Tool | Description |
 |------|-------------|
-| `conduyt_ai_insights` | AI-powered CRM analytics (8 query types) |
+| `conduyt_ai_insights` | AI-powered CRM analytics (11 query types, incl. report_catalog, saved_report and dashboard: run any saved report or board) |
 
 ### Automations
 | Tool | Description |
@@ -86,6 +86,7 @@ MCP server for [Conduyt CRM](https://conduyt.app) — expose your CRM as AI-acce
 ### Messaging
 | Tool | Description |
 |------|-------------|
+| `conduyt_sms_transports` | What a workflow Send SMS step can speak through today: Twilio numbers, Project Blue lines held by active reps, webhook provider count, FromK.ai coming soon |
 | `conduyt_send_sms` | Send SMS to a contact (max 1600 chars) |
 | `conduyt_send_email` | Send a single email to a contact |
 

package/dist/tools/ai.js

@@ -1,8 +1,11 @@
 import { z } from "zod";
 import { formatResult } from "../client.js";
 export function registerAiTools(server, client) {
-    server.tool("conduyt_ai_insights", "Query AI-powered CRM insights. 8 query types available: pipeline_health (deals per stage, stale deals), sms_drip_status (SMS drip overview by provider/step), sms_responses_untouched (replied contacts with no follow-up), agent_followups (per-agent task performance), email_performance (open/click/reply rates), smart_view_summary (contact counts per saved view), team_activity (per-user activity counts), contact_import_history (recent import batches).", {
+    server.tool("conduyt_ai_insights", "Query AI-powered CRM insights. 11 query types: report_catalog (every saved report and dashboard this key can run), saved_report (run any saved report by name or id: rows, total, metric, chart data, pivot; optionally windowed with filters.period or filters.dateRange, reps and sources, paged with page / perPage), dashboard (run every tile of a dashboard by name or id, its saved filters or the filters passed for this run), pipeline_health (deals per stage, stale deals), sms_drip_status (SMS drip overview by provider/step), sms_responses_untouched (replied contacts with no follow-up), agent_followups (per-agent task performance), email_performance (open/click/reply rates), smart_view_summary (contact counts per saved view), team_activity (per-user activity counts), contact_import_history (recent import batches).", {
         query: z.enum([
+            "report_catalog",
+            "saved_report",
+            "dashboard",
             "pipeline_health",
             "sms_drip_status",
             "sms_responses_untouched",
@@ -12,6 +15,10 @@ export function registerAiTools(server, client) {
             "team_activity",
             "contact_import_history",
         ]).describe("Insight query type"),
+        report: z.object({ id: z.string().uuid().optional(), name: z.string().optional() }).optional().describe("saved_report: the saved report to run, by id or by exact name (case-insensitive); two of a name is a 409 naming both"),
+        dashboard: z.object({ id: z.string().uuid().optional(), name: z.string().optional() }).optional().describe("dashboard: the dashboard to run, by id or by exact name"),
+        page: z.number().int().min(1).optional().describe("saved_report: page number (default 1)"),
+        perPage: z.number().int().min(1).max(500).optional().describe("saved_report: rows per page (default 50, max 500)"),
         filters: z
             .object({
             dateRange: z
@@ -20,7 +27,10 @@ export function registerAiTools(server, client) {
                 to: z.string().describe("ISO 8601 date"),
             })
                 .optional()
-                .describe("Date range to scope the query"),
+                .describe("Date range to scope the query (saved_report / dashboard: a custom window; never together with period)"),
+            period: z.enum(["today", "this_week", "this_month", "this_quarter", "this_year", "last_7_days", "last_30_days", "last_90_days"]).optional().describe("saved_report / dashboard: a board preset window"),
+            assignedTo: z.array(z.string().uuid()).max(50).optional().describe("saved_report / dashboard: rep user ids to keep"),
+            sources: z.array(z.string()).max(50).optional().describe("saved_report / dashboard: lead sources to keep"),
             provider: z.string().optional().describe("Filter by provider (e.g. for sms_drip_status)"),
             pipelineId: z.string().optional().describe("Pipeline UUID (for pipeline_health)"),
             userId: z.string().optional().describe("User UUID (for agent_followups)"),

package/dist/tools/messaging.js

@@ -1,6 +1,10 @@
 import { z } from "zod";
 import { formatResult } from "../client.js";
 export function registerMessagingTools(server, client) {
+    server.tool("conduyt_sms_transports", "What a workflow Send SMS step can speak through TODAY (GET /api/v1/sms/transports): twilio {connected, numbers[] = the account number + every active rep's assigned line, each a valid send_sms config.fromNumber}, projectBlue {connected, lines[] = Project Blue iPhone lines held by active reps, each lineId a valid config.projectBlueLineId for smsMode project_blue}, webhook {providers = active webhook providers for smsMode webhook}, fromk {status: coming_soon}. Use it before building or editing a send_sms step so you never configure a transport that is not connected. Requires automations:view.", {}, async () => {
+        const result = await client.get("/api/v1/sms/transports");
+        return formatResult(result);
+    });
     server.tool("conduyt_send_sms", "Send an SMS message to a contact. Contact must have a phone number and not have opted out. Max 1600 characters.", {
         contactId: z.string().describe("Contact UUID — must have a phone number on file"),
         body: z.string().describe("SMS message body (max 1600 characters)"),

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.47.0",
+  "version": "4.49.0",
   "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": "2026-09-11T11:52:51.576Z",
-  "toolCount": 250,
-  "totalEndpoints": 955,
+  "generatedAt": "2026-09-11T17:17:05.004Z",
+  "toolCount": 251,
+  "totalEndpoints": 958,
   "counts": {
-    "covered": 232,
-    "excluded": 283,
-    "planned": 440,
+    "covered": 233,
+    "excluded": 284,
+    "planned": 441,
     "uncategorized": 0
   },
   "matrix": {
@@ -1545,6 +1545,10 @@
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
     },
+    "GET /api/v1/cron/hyros-source-sync": {
+      "status": "excluded",
+      "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
+    },
     "GET /api/v1/cron/job-run-monitor": {
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
@@ -2933,6 +2937,10 @@
       "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"
@@ -3841,6 +3849,12 @@
       "status": "planned",
       "reason": "SMS surfaces beyond send tools"
     },
+    "GET /api/v1/sms/transports": {
+      "status": "covered",
+      "tools": [
+        "conduyt_sms_transports"
+      ]
+    },
     "GET /api/v1/sso/connection": {
       "status": "excluded",
       "reason": "SAML/SSO configuration + protocol endpoints; interactive/IdP-facing"