conduyt-mcp 4.59.0 → 4.61.0

package/dist/index.js

@@ -14,6 +14,7 @@ import { registerAutomationTools } from "./tools/automations.js";
 import { registerSequenceTools } from "./tools/sequences.js";
 import { registerMessagingTools } from "./tools/messaging.js";
 import { registerCallTools } from "./tools/calls.js";
+import { registerDialerSettingsTools } from "./tools/dialer-settings.js";
 import { registerCompanyTools } from "./tools/companies.js";
 import { registerTagTools } from "./tools/tags.js";
 import { registerCalendarTools } from "./tools/calendar.js";
@@ -84,6 +85,7 @@ registerAutomationTools(server, client);
 registerSequenceTools(server, client);
 registerMessagingTools(server, client);
 registerCallTools(server, client);
+registerDialerSettingsTools(server, client);
 registerCompanyTools(server, client);
 registerTagTools(server, client);
 registerCalendarTools(server, client);

package/dist/tools/dialer-settings.d.ts

@@ -0,0 +1,7 @@
+import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import { ConduytClient } from "../client.js";
+/**
+ * Smart Dialing policy (GET/PATCH /api/v1/dialer/settings): the account-wide rules every rep's Smart Dialing run
+ * follows. Read needs the dialer scope; update needs the settings scope (admin). (#95/#96, 2026-09-16)
+ */
+export declare function registerDialerSettingsTools(server: McpServer, client: ConduytClient): void;

package/dist/tools/dialer-settings.js

@@ -0,0 +1,23 @@
+import { z } from "zod";
+import { formatResult } from "../client.js";
+/**
+ * Smart Dialing policy (GET/PATCH /api/v1/dialer/settings): the account-wide rules every rep's Smart Dialing run
+ * follows. Read needs the dialer scope; update needs the settings scope (admin). (#95/#96, 2026-09-16)
+ */
+export function registerDialerSettingsTools(server, client) {
+    server.tool("conduyt_get_dialer_settings", "Read the account's Smart Dialing policy: autoAdvanceEnabled + pauseSeconds + advanceOn ('disposition' = the next dial waits for a saved disposition, 'timer' = the pause starts when the call ends), openLeadOnDial (the lead's record opens as each Smart Dialing call goes out), smartDialCallerId ('local_presence' = an area-code match from the number pool, the rep's own line when no pool exists; 'did' = always the rep's own line), and localPresenceConfigured (whether a number pool exists).", {}, async () => formatResult(await client.get("/api/v1/dialer/settings")));
+    server.tool("conduyt_update_dialer_settings", "Change the account's Smart Dialing policy (admin: settings scope). Send only the fields to change: autoAdvanceEnabled, pauseSeconds (1-60), advanceOn ('disposition' | 'timer'), openLeadOnDial (true = the lead's record opens as each Smart Dialing call goes out), smartDialCallerId ('local_presence' | 'did'). Returns the policy as saved.", {
+        autoAdvanceEnabled: z.boolean().optional().describe("Start the next dial automatically after a call"),
+        pauseSeconds: z.number().int().min(1).max(60).optional().describe("Seconds between calls when auto-advance is on"),
+        advanceOn: z.enum(["disposition", "timer"]).optional().describe("'disposition': wait for a saved disposition; 'timer': the pause starts when the call ends"),
+        openLeadOnDial: z.boolean().optional().describe("Open the lead's record as each Smart Dialing call goes out (default true)"),
+        smartDialCallerId: z.enum(["local_presence", "did"]).optional().describe("Line Smart Dialing calls go out on: Local Presence (default) or the rep's own DID"),
+    }, async ({ autoAdvanceEnabled, pauseSeconds, advanceOn, openLeadOnDial, smartDialCallerId }) => {
+        if ([autoAdvanceEnabled, pauseSeconds, advanceOn, openLeadOnDial, smartDialCallerId].every((v) => v === undefined)) {
+            return { content: [{ type: "text", text: "Nothing to change: pass at least one of autoAdvanceEnabled, pauseSeconds, advanceOn, openLeadOnDial, smartDialCallerId." }], isError: true };
+        }
+        // undefined fields drop out of the JSON body, so only the named changes reach the route
+        const result = await client.patch("/api/v1/dialer/settings", { autoAdvanceEnabled, pauseSeconds, advanceOn, openLeadOnDial, smartDialCallerId });
+        return formatResult(result);
+    });
+}

package/dist/tools/smart-views.js

@@ -19,7 +19,7 @@ export function registerSmartViewTools(server, client) {
         const result = await client.get("/api/v1/smart-views");
         return formatResult(result);
     });
-    server.tool("conduyt_update_smart_view_dialing", "Change one Smart View's Smart Dialing settings (admin key): make it a priority or not, the lifetime attempt cap, the per-day cap (null = no daily cap, counted in the account timezone), the cooldown between calls to the same lead, and the retry schedule. Only the fields you pass change. Use conduyt_reorder_smart_views to change WHICH priority it is.", {
+    server.tool("conduyt_update_smart_view_dialing", "Change one Smart View's Smart Dialing settings (admin key): make it a priority or not, the lifetime attempt cap, the per-day cap (null = no daily cap, counted in the account timezone), the cooldown between calls to the same lead, the shared pool and when a pool lead is assigned, and the retry schedule. Only the fields you pass change. Use conduyt_reorder_smart_views to change WHICH priority it is.", {
         id: z.string().uuid().describe("Smart View UUID (from conduyt_list_smart_views)"),
         dialEnabled: z.boolean().optional().describe("true = this view is a Smart Dialing priority; false = agents no longer dial it"),
         maxDialAttempts: z.number().int().min(1).max(20).optional().describe("Stop after N calls to a lead, ever (1–20)"),
@@ -35,14 +35,18 @@ export function registerSmartViewTools(server, client) {
         dialIncludeUnassigned: z
             .boolean()
             .optional()
-            .describe("true = this priority also hands out leads nobody owns yet (a shared pool; the lead is assigned to the rep at hand-out); false = the rep's own leads only"),
+            .describe("true = this priority also hands out leads nobody owns yet (a shared pool); false = the rep's own leads only"),
+        dialPoolAssignOn: z
+            .enum(["handout", "disposition"])
+            .optional()
+            .describe("Shared pool only: when an unowned lead becomes the rep's. handout (default) = the moment the dialer offers it; disposition = only when the rep saves a disposition (an unanswered lead goes back to the pool)"),
         dialSchedule: z
             .array(scheduleStepSchema)
             .min(1)
             .max(20)
             .optional()
             .describe('Retry schedule, e.g. [{"attemptNumber":1,"delayMinutes":0},{"attemptNumber":2,"delayMinutes":60},{"attemptNumber":3,"delayMinutes":1440}]'),
-    }, async ({ id, dialEnabled, maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialIncludeUnassigned, dialSchedule }) => {
+    }, async ({ id, dialEnabled, maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialIncludeUnassigned, dialPoolAssignOn, dialSchedule }) => {
         // Inline body (undefined fields drop out in JSON) — keeps the shape
         // readable by the contract verifier's static parser.
         const result = await client.patch(`/api/v1/smart-views/${encodeURIComponent(id)}`, {
@@ -51,6 +55,7 @@ export function registerSmartViewTools(server, client) {
             maxDialAttemptsPerDay,
             dialCooldownMinutes,
             dialIncludeUnassigned,
+            dialPoolAssignOn,
             dialSchedule,
         });
         return formatResult(result);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.59.0",
+  "version": "4.61.0",
   "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": "2026-09-16T04:52:03.211Z",
-  "toolCount": 275,
-  "totalEndpoints": 983,
+  "generatedAt": "2026-09-16T16:47:18.079Z",
+  "toolCount": 277,
+  "totalEndpoints": 984,
   "counts": {
-    "covered": 257,
-    "excluded": 291,
-    "planned": 435,
+    "covered": 259,
+    "excluded": 289,
+    "planned": 436,
     "uncategorized": 0
   },
   "matrix": {
@@ -2296,12 +2296,16 @@
       "reason": "realtime browser dialer (WebRTC tokens, live call control) — needs a live audio session"
     },
     "GET /api/v1/dialer/settings": {
-      "status": "excluded",
-      "reason": "realtime browser dialer (WebRTC tokens, live call control) — needs a live audio session"
+      "status": "covered",
+      "tools": [
+        "conduyt_get_dialer_settings"
+      ]
     },
     "PATCH /api/v1/dialer/settings": {
-      "status": "excluded",
-      "reason": "realtime browser dialer (WebRTC tokens, live call control) — needs a live audio session"
+      "status": "covered",
+      "tools": [
+        "conduyt_update_dialer_settings"
+      ]
     },
     "GET /api/v1/dialer/setup": {
       "status": "excluded",
@@ -3920,6 +3924,10 @@
       "status": "planned",
       "reason": "smart view management beyond summaries"
     },
+    "GET /api/v1/smart-views/:id": {
+      "status": "planned",
+      "reason": "smart view management beyond summaries"
+    },
     "PATCH /api/v1/smart-views/:id": {
       "status": "covered",
       "tools": [