conduyt-mcp 4.48.0 → 4.50.0

package/README.md

@@ -86,7 +86,9 @@ MCP server for [Conduyt CRM](https://conduyt.app) — expose your CRM as AI-acce
 ### Messaging
 | Tool | Description |
 |------|-------------|
-| `conduyt_send_sms` | Send SMS to a contact (max 1600 chars) |
+| `conduyt_sms_transports` | What a workflow Send SMS step can speak through today: Twilio numbers, Project Blue lines held by active reps, the WhatsApp sender, webhook provider count, FromK.ai coming soon |
+| `conduyt_whatsapp_templates` | The account's WhatsApp templates (Twilio Content) with Meta's approval verdict: sid, text with {{n}} placeholders, variables, approval |
+| `conduyt_send_sms` | Send SMS to a contact (max 1600 chars); transport twilio, project_blue, or whatsapp (an approved template by Content SID, or free-form within the 24-hour window) |
 | `conduyt_send_email` | Send a single email to a contact |
 
 ### Companies

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 { registerWhatsappTools } from "./tools/whatsapp.js";
 import { registerReportTools } from "./tools/reports.js";
 import { registerReportDashboardTools } from "./tools/dashboards.js";
 const apiUrl = process.env.CONDUYT_API_URL;
@@ -106,6 +107,7 @@ registerLifecycleTools(server, client);
 registerReplyCaptureTools(server, client);
 registerCallFlowTools(server, client);
 registerProjectBlueTools(server, client);
+registerWhatsappTools(server, client);
 registerReportTools(server, client);
 registerReportDashboardTools(server, client);
 const transport = new StdioServerTransport();

package/dist/tools/messaging.js

@@ -1,11 +1,21 @@
 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}, whatsapp {connected, sender = the account's WhatsApp sender for smsMode whatsapp; templates come from conduyt_whatsapp_templates}, 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_whatsapp_templates", "The account's WhatsApp templates (Twilio Content) with Meta's approval verdict (GET /api/v1/sms/whatsapp/templates): sid (a send_sms step's whatsappTemplateSid / conduyt_send_sms whatsappContentSid), friendlyName, language, body (the approved text with {{1}}, {{2}} placeholders), variables (the placeholder numbers to fill), approval (approved | pending | rejected | paused | disabled | unsubmitted | unknown), rejectionReason, category; plus `connected` (Twilio credentials AND a WhatsApp sender stored). Only an APPROVED template can be sent; outreach outside a contact's 24-hour window must use one. Reads Twilio live. Requires automations:view.", {}, async () => {
+        const result = await client.get("/api/v1/sms/whatsapp/templates");
+        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)"),
+        body: z.string().max(1600).optional().describe("Message text (max 1600 characters). Required unless a WhatsApp template is sent (transport whatsapp + whatsappContentSid): then the template Twilio renders is the text, and a media-only template has none."),
         fromNumber: z.string().optional().describe("Sender phone number (defaults to account's primary number)"),
-        transport: z.enum(["twilio", "project_blue"]).optional().describe("'project_blue' sends from the acting user's own Project Blue iPhone line (iMessage when the lead is on Apple, SMS otherwise; the user must have a line assigned in Settings → Project Blue). Default: Twilio."),
+        transport: z.enum(["twilio", "project_blue", "whatsapp"]).optional().describe("'project_blue' sends from the acting user's own Project Blue iPhone line (iMessage when the lead is on Apple, SMS otherwise; the user must have a line assigned in Settings → Project Blue). 'whatsapp' sends from the account's WhatsApp sender (Settings → WhatsApp): free-form text only within 24 hours of the contact's last WhatsApp message (422 whatsapp_window_closed otherwise), or an approved template via whatsappContentSid. Default: Twilio."),
+        whatsappContentSid: z.string().regex(/^HX[0-9a-fA-F]{32}$/).optional().describe("transport whatsapp: an APPROVED WhatsApp template (Twilio Content SID from conduyt_whatsapp_templates); Conduyt reads the template from Twilio at send time, records its text with the variables in place, and refuses an unlisted (whatsapp_template_invalid) or unapproved (whatsapp_template_not_approved) one. body is still required but the template's text is what is sent and recorded."),
+        whatsappContentVariables: z.record(z.string().regex(/^\d+$/), z.string().max(1024)).optional().describe("transport whatsapp with a template: placeholder number → value, e.g. { \"1\": \"Alex\" }"),
         idempotencyKey: z.string().min(8).max(200).optional().describe("Operation key for at-most-once sends: reuse the SAME key when retrying a send whose outcome you did not see; a settled key answers with the original message and never sends twice."),
     }, async (params) => {
         const result = await client.post("/api/v1/messages/sms/send", params);

package/dist/tools/whatsapp.d.ts

@@ -0,0 +1,8 @@
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { ConduytClient } from "../client.js";
+/**
+ * WhatsApp via Twilio (2026-09-11): the tenant's own Twilio account carries a Meta-approved WhatsApp sender. These
+ * tools cover what an AI operator needs: is WhatsApp connected and from which number, which senders Twilio lists
+ * for the account (only an ONLINE one can be connected), connect / disconnect. Templates: conduyt_whatsapp_templates.
+ */
+export declare function registerWhatsappTools(server: McpServer, client: ConduytClient): void;

package/dist/tools/whatsapp.js

@@ -0,0 +1,30 @@
+import { z } from "zod";
+import { formatResult } from "../client.js";
+/**
+ * WhatsApp via Twilio (2026-09-11): the tenant's own Twilio account carries a Meta-approved WhatsApp sender. These
+ * tools cover what an AI operator needs: is WhatsApp connected and from which number, which senders Twilio lists
+ * for the account (only an ONLINE one can be connected), connect / disconnect. Templates: conduyt_whatsapp_templates.
+ */
+export function registerWhatsappTools(server, client) {
+    server.tool("conduyt_whatsapp_status", "WhatsApp connection for this account (GET /api/v1/settings/whatsapp): status connected | not_configured | twilio_required (a sender is stored but Twilio is disconnected), twilioConnected, and the sender {phoneNumber (plain E.164), sid}. WhatsApp rides the account's Twilio credentials; the workflow Send SMS step, conduyt_send_sms (transport whatsapp) and the contact composer can use it once connected. Requires settings:view.", {}, async () => {
+        const result = await client.get("/api/v1/settings/whatsapp");
+        return formatResult(result);
+    });
+    server.tool("conduyt_whatsapp_senders", "The WhatsApp senders Twilio lists under this account's credentials (GET /api/v1/settings/whatsapp/senders): sid (XE…), phoneNumber, status (only ONLINE can be connected), displayName, connected (the stored one). 422 twilio_required without Twilio credentials. Requires settings:view.", {}, async () => {
+        const result = await client.get("/api/v1/settings/whatsapp/senders");
+        return formatResult(result);
+    });
+    server.tool("conduyt_whatsapp_connect", "Connect the account's WhatsApp sender (PUT /api/v1/settings/whatsapp): pass the sender sid from conduyt_whatsapp_senders. Verified with Twilio before it is stored: it must be on this account and ONLINE (422 sender_not_found / sender_not_online), one sender belongs to one Conduyt account (409 sender_in_use), Twilio is required (422 twilio_required). Pass disconnect: true to forget the sender instead (DELETE): workflow steps on the WhatsApp channel stop sending. Requires settings:edit.", {
+        senderSid: z.string().regex(/^XE[0-9a-fA-F]{32}$/).optional().describe("Twilio WhatsApp sender SID (XE…) from conduyt_whatsapp_senders; required unless disconnect is true"),
+        disconnect: z.boolean().optional().describe("true = forget the stored sender (DELETE)"),
+    }, async ({ senderSid, disconnect }) => {
+        if (disconnect) {
+            const result = await client.del("/api/v1/settings/whatsapp");
+            return formatResult(result);
+        }
+        if (!senderSid)
+            throw new Error("senderSid is required unless disconnect is true");
+        const result = await client.put("/api/v1/settings/whatsapp", { senderSid });
+        return formatResult(result);
+    });
+}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.48.0",
+  "version": "4.50.0",
   "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": "2026-09-11T16:21:54.034Z",
-  "toolCount": 250,
-  "totalEndpoints": 956,
+  "generatedAt": "2026-09-11T21:39:51.508Z",
+  "toolCount": 255,
+  "totalEndpoints": 963,
   "counts": {
-    "covered": 232,
+    "covered": 238,
     "excluded": 284,
-    "planned": 440,
+    "planned": 441,
     "uncategorized": 0
   },
   "matrix": {
@@ -2937,6 +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"
@@ -3733,6 +3737,30 @@
       "status": "planned",
       "reason": "account settings read/update surfaces"
     },
+    "GET /api/v1/settings/whatsapp": {
+      "status": "covered",
+      "tools": [
+        "conduyt_whatsapp_status"
+      ]
+    },
+    "PUT /api/v1/settings/whatsapp": {
+      "status": "covered",
+      "tools": [
+        "conduyt_whatsapp_connect"
+      ]
+    },
+    "DELETE /api/v1/settings/whatsapp": {
+      "status": "covered",
+      "tools": [
+        "conduyt_whatsapp_connect"
+      ]
+    },
+    "GET /api/v1/settings/whatsapp/senders": {
+      "status": "covered",
+      "tools": [
+        "conduyt_whatsapp_senders"
+      ]
+    },
     "GET /api/v1/smart-lists": {
       "status": "covered",
       "tools": [
@@ -3845,6 +3873,18 @@
       "status": "planned",
       "reason": "SMS surfaces beyond send tools"
     },
+    "GET /api/v1/sms/transports": {
+      "status": "covered",
+      "tools": [
+        "conduyt_sms_transports"
+      ]
+    },
+    "GET /api/v1/sms/whatsapp/templates": {
+      "status": "covered",
+      "tools": [
+        "conduyt_whatsapp_templates"
+      ]
+    },
     "GET /api/v1/sso/connection": {
       "status": "excluded",
       "reason": "SAML/SSO configuration + protocol endpoints; interactive/IdP-facing"