conduyt-mcp 4.65.0 → 4.67.0

package/dist/tools/pipelines.js

@@ -16,6 +16,7 @@ export function registerPipelineTools(server, client) {
             color: z.string().optional().describe("Hex color, e.g. '#3B82F6'"),
             isWon: z.boolean().optional().describe("Marks this as a won/closed-won stage"),
             isLost: z.boolean().optional().describe("Marks this as a lost/dead stage"),
+            isSystem: z.boolean().optional().describe("A system holding stage (automation bridges route deals through it): hidden from the stage pickers reps use, still visible to automations"),
         }))
             .optional()
             .describe("Ordered list of stages to create with the pipeline. A stage cannot be both isWon and isLost."),
@@ -55,16 +56,18 @@ export function registerPipelineTools(server, client) {
         color: z.string().optional().describe("Hex color, e.g. '#3B82F6'"),
         isWon: z.boolean().optional().describe("Marks this as a won stage"),
         isLost: z.boolean().optional().describe("Marks this as a lost/dead stage"),
-    }, async ({ pipelineId, name, color, isWon, isLost }) => {
+        isSystem: z.boolean().optional().describe("A system holding stage (automation bridges route deals through it): hidden from the stage pickers reps use, still visible to automations"),
+    }, async ({ pipelineId, name, color, isWon, isLost, isSystem }) => {
         const result = await client.post(`/api/v1/pipelines/${pipelineId}/stages`, {
             name,
             color,
             isWon,
             isLost,
+            isSystem,
         });
         return formatResult(result);
     });
-    server.tool("conduyt_update_stage", "Update a stage within a pipeline — rename, recolor, reorder (sortOrder), or change its won/lost flags.", {
+    server.tool("conduyt_update_stage", "Update a stage within a pipeline — rename, recolor, reorder (sortOrder), or change its won/lost/system flags.", {
         pipelineId: z.string().describe("Pipeline UUID"),
         stageId: z.string().describe("Stage UUID to update"),
         name: z.string().optional().describe("Updated stage name"),
@@ -72,6 +75,7 @@ export function registerPipelineTools(server, client) {
         sortOrder: z.number().int().min(0).optional().describe("Updated display order (0-based)"),
         isWon: z.boolean().optional().describe("Updated won flag"),
         isLost: z.boolean().optional().describe("Updated lost flag"),
+        isSystem: z.boolean().optional().describe("Updated system flag: true hides the stage from rep-facing stage pickers (automation holding stage)"),
     }, async ({ pipelineId, stageId, ...updates }) => {
         const result = await client.patch(`/api/v1/pipelines/${pipelineId}/stages/${stageId}`, updates);
         return formatResult(result);

package/dist/tools/saved-filters.js

@@ -37,17 +37,20 @@ export function registerSavedFilterTools(server, client) {
         const result = await client.get(`/api/v1/saved-filters${qs ? `?${qs}` : ""}`);
         return formatResult(result);
     });
-    server.tool("conduyt_create_saved_filter", "Save a named contact filter for one-click re-use — e.g. \"save a filter for Heather's Facebook leads\". Names are unique per user (409 on duplicate); max 50 saved filters per user. Requires the 'saved-filters' scope.", {
+    server.tool("conduyt_create_saved_filter", "Save a named contact filter for one-click re-use — e.g. \"save a filter for Heather's Facebook leads\". Since 2026-09-24 a saved filter IS a personal Smart View (the Smart Views tab), private to the key's user for every role (max 50 per user). Requires the 'saved-filters' scope.", {
         name: z.string().min(1).max(60).describe("Display name shown in the Saved dropdown (unique per user, max 60 chars)"),
         filters: filtersSchema,
         sortField: z.string().optional().describe("Sort field applied with the filter (default createdAt)"),
         sortOrder: z.enum(["asc", "desc"]).optional().describe("Sort direction (default desc)"),
         entityType: z.enum(["contact"]).optional().describe("Entity type (default 'contact')"),
     }, async (params) => {
-        const result = await client.post("/api/v1/saved-filters", params);
+        // (Smart Views 09-24) saved filters are personal Smart Views now: the same body creates one (personal for a
+        // rep key; an admin key creates a SHARED view, admins have no private filters); POST /saved-filters is retired (410)
+        // personal: true keeps the saved-filter contract for EVERY key (an admin key creates a private view, never a shared one)
+        const result = await client.post("/api/v1/smart-views", { name: params.name, filters: params.filters, sortField: params.sortField, sortOrder: params.sortOrder, personal: true });
         return formatResult(result);
     });
-    server.tool("conduyt_update_saved_filter", "Rename a saved filter or replace its filters/sort. Owner-only — you can only update your own saved filters. Use conduyt_list_saved_filters to find the id. Requires the 'saved-filters' scope.", {
+    server.tool("conduyt_update_saved_filter", "Rename a saved filter (a personal Smart View) or replace its filters/sort. Owner-only — a personal view is its owner's for every role. Use conduyt_list_saved_filters or conduyt_list_smart_views to find the id. Requires the 'saved-filters' scope.", {
         id: z.string().uuid().describe("Saved filter UUID (from conduyt_list_saved_filters)"),
         name: z.string().min(1).max(60).optional().describe("New display name (unique per user)"),
         filters: filtersSchema,
@@ -56,7 +59,7 @@ export function registerSavedFilterTools(server, client) {
     }, async ({ id, name, filters, sortField, sortOrder }) => {
         // 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/saved-filters/${encodeURIComponent(id)}`, {
+        const result = await client.patch(`/api/v1/smart-views/${encodeURIComponent(id)}`, {
             name,
             filters,
             sortField,
@@ -64,12 +67,12 @@ export function registerSavedFilterTools(server, client) {
         });
         return formatResult(result);
     });
-    server.tool("conduyt_delete_saved_filter", "Delete one of YOUR saved filters by id. Owner-only. Requires the 'saved-filters' scope.", {
+    server.tool("conduyt_delete_saved_filter", "Delete one of YOUR saved filters (a personal Smart View) by id. Owner-only. Requires the 'saved-filters' scope.", {
         // Strict UUID + encode — the id is interpolated into a DELETE path and
         // must never traverse out of the saved-filters endpoint.
         id: z.string().uuid().describe("Saved filter UUID (from conduyt_list_saved_filters)"),
     }, async ({ id }) => {
-        const result = await client.del(`/api/v1/saved-filters/${encodeURIComponent(id)}`);
+        const result = await client.del(`/api/v1/smart-views/${encodeURIComponent(id)}`);
         return formatResult(result);
     });
 }

package/dist/tools/smart-views.d.ts

@@ -1,3 +1,17 @@
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { ConduytClient } from "../client.js";
+/**
+ * (Smart Views Codex r5) GET /smart-views is paged, 100 a page, and says so (meta.total, meta.has_more and an order
+ * stamp that moves on every reorder, edit, create and delete). EVERY page is walked under the first page's stamp,
+ * counts only on the first page (the expensive part); a page read after the order shifted restarts the walk, so an
+ * AI caller never silently loses a view past row 100 and never sees one twice.
+ */
+export declare function listAllSmartViews(client: ConduytClient): Promise<{
+    data: Array<Record<string, unknown>>;
+    meta: {
+        total: number;
+        pages: number;
+        order_stamp: string;
+    };
+}>;
 export declare function registerSmartViewTools(server: McpServer, client: ConduytClient): void;

package/dist/tools/smart-views.js

@@ -14,11 +14,34 @@ const scheduleStepSchema = z.object({
     attemptNumber: z.number().int().min(1).max(20).describe("1 = the first call, 2 = the first retry, …"),
     delayMinutes: z.number().int().min(0).describe("Minutes to wait after the previous attempt before this one (0 = immediately)"),
 });
+/**
+ * (Smart Views Codex r5) GET /smart-views is paged, 100 a page, and says so (meta.total, meta.has_more and an order
+ * stamp that moves on every reorder, edit, create and delete). EVERY page is walked under the first page's stamp,
+ * counts only on the first page (the expensive part); a page read after the order shifted restarts the walk, so an
+ * AI caller never silently loses a view past row 100 and never sees one twice.
+ */
+export async function listAllSmartViews(client) {
+    for (let attempt = 0; attempt < 3; attempt += 1) {
+        const first = (await client.get("/api/v1/smart-views"));
+        const rows = [...first.data.data];
+        let meta = first.data.meta;
+        let shifted = false;
+        for (let page = 2; meta.has_more && page <= 50; page += 1) {
+            const next = (await client.get(`/api/v1/smart-views?page=${page}&counts=false`));
+            if (next.data.meta.order_stamp !== first.data.meta.order_stamp) {
+                shifted = true;
+                break;
+            }
+            rows.push(...next.data.data);
+            meta = next.data.meta;
+        }
+        if (!shifted)
+            return { data: rows, meta: { total: first.data.meta.total, pages: meta.page, order_stamp: first.data.meta.order_stamp } };
+    }
+    throw new Error("Smart Views kept changing while they were listed (a reorder or edit landed three times in a row); try again");
+}
 export function registerSmartViewTools(server, client) {
-    server.tool("conduyt_list_smart_views", "List the account's Smart Views in sidebar order with their lead counts and Smart Dialing settings (dialEnabled = it is a dialing priority; sortPosition = its rank; maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialSchedule). Use it to answer \"what does the team dial first?\" or before changing a priority.", {}, async () => {
-        const result = await client.get("/api/v1/smart-views");
-        return formatResult(result);
-    });
+    server.tool("conduyt_list_smart_views", "List the account's Smart Views in sidebar order with their lead counts, audience (groupId + group name, members, isPersonal) and Smart Dialing settings (dialEnabled = it is a dialing priority; sortPosition = its rank; maxDialAttempts, maxDialAttemptsPerDay, dialCooldownMinutes, dialSchedule). Use it to answer \"what does the team dial first?\" or before changing a priority.", {}, async () => formatResult(await listAllSmartViews(client)));
     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"),
@@ -70,10 +93,39 @@ export function registerSmartViewTools(server, client) {
         const result = await client.patch("/api/v1/smart-views/dial-order", { order });
         return formatResult(result);
     });
+    server.tool("conduyt_set_smart_view_audience", "Who a SHARED Smart View is for (admin key): everyone on the account, one Team group (its CURRENT members, resolved when the view is read, so a rep added to the group later sees it and dials from it), or picked reps. A group replaces picked reps and vice versa. Personal views (a rep's own) have no audience.", {
+        id: z.string().uuid().describe("Smart View UUID (from conduyt_list_smart_views)"),
+        audience: z.enum(["everyone", "group", "reps"]).describe("everyone | group (pass groupId) | reps (pass memberIds)"),
+        groupId: z.string().uuid().optional().describe("The Team group (conduyt_list_groups) when audience = group"),
+        memberIds: z.array(z.string().uuid()).min(1).max(200).optional().describe("The reps' user ids when audience = reps"),
+    }, async ({ id, audience, groupId, memberIds }) => {
+        if (audience === "group" && !groupId)
+            throw new Error("audience = group needs groupId");
+        if (audience === "reps" && (!memberIds || memberIds.length === 0))
+            throw new Error("audience = reps needs memberIds");
+        const result = await client.patch(`/api/v1/smart-views/${encodeURIComponent(id)}`, {
+            groupId: audience === "group" ? groupId : null,
+            members: audience === "reps" ? (memberIds ?? []).map((userId) => ({ userId })) : [],
+        });
+        return formatResult(result);
+    });
     server.tool("conduyt_reorder_smart_views", "Set the SIDEBAR order of Smart Views (admin key). Pass EVERY view id from conduyt_list_smart_views in the wanted order (max 200, no duplicates) — views you leave out keep a stale position, so always send the full list. For the dialing priority use conduyt_set_smart_dialing_order, which only needs the dial-enabled ids.", {
         order: z.array(z.string().uuid()).min(1).max(200).describe("Every Smart View UUID, first = highest priority"),
     }, async ({ order }) => {
         const result = await client.patch("/api/v1/smart-views/reorder", { order });
         return formatResult(result);
     });
+    server.tool("conduyt_move_smart_view", "Move ONE Smart View next to another in the sidebar order (admin key): pass the moved view's id and exactly one anchor, beforeId (it lands directly above that view) or afterId (directly below). Every other view keeps its relative position; no size limit, so use this on accounts with more than 200 views (conduyt_reorder_smart_views is capped at 200 ids). The order is the Smart Dialing priority for dial-enabled views.", {
+        id: z.string().uuid().describe("The Smart View to move"),
+        beforeId: z.string().uuid().optional().describe("Land directly ABOVE this view (pass this or afterId, not both)"),
+        afterId: z.string().uuid().optional().describe("Land directly BELOW this view (pass this or beforeId, not both)"),
+    }, async ({ id, beforeId, afterId }) => {
+        const anchors = [beforeId, afterId].filter(Boolean);
+        if (anchors.length !== 1)
+            throw new Error("Pass exactly one of beforeId or afterId.");
+        if (anchors[0] === id)
+            throw new Error("A view cannot be anchored to itself.");
+        const result = await client.patch("/api/v1/smart-views/reorder", { move: beforeId ? { id, beforeId } : { id, afterId } });
+        return formatResult(result);
+    });
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "conduyt-mcp",
-  "version": "4.65.0",
+  "version": "4.67.0",
   "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": "2026-09-22T10:41:04.677Z",
-  "toolCount": 282,
-  "totalEndpoints": 998,
+  "generatedAt": "2026-09-25T04:02:01.551Z",
+  "toolCount": 284,
+  "totalEndpoints": 1003,
   "counts": {
-    "covered": 262,
-    "excluded": 291,
-    "planned": 445,
+    "covered": 260,
+    "excluded": 295,
+    "planned": 448,
     "uncategorized": 0
   },
   "matrix": {
@@ -97,6 +97,14 @@
       "status": "excluded",
       "reason": "public unauthenticated surfaces (forms, booking, unsubscribe) — no key semantics"
     },
+    "POST /api/public/forms/:slug/upload-url": {
+      "status": "excluded",
+      "reason": "public unauthenticated surfaces (forms, booking, unsubscribe) — no key semantics"
+    },
+    "OPTIONS /api/public/forms/:slug/upload-url": {
+      "status": "excluded",
+      "reason": "public unauthenticated surfaces (forms, booking, unsubscribe) — no key semantics"
+    },
     "GET /api/v1/forms": {
       "status": "covered",
       "tools": [
@@ -145,6 +153,10 @@
       "status": "planned",
       "reason": "form management"
     },
+    "GET /api/v1/forms/:id/uploads": {
+      "status": "planned",
+      "reason": "form management"
+    },
     "POST /api/public/invoices/:id/payment-link": {
       "status": "excluded",
       "reason": "public unauthenticated surfaces (forms, booking, unsubscribe) — no key semantics"
@@ -1577,6 +1589,10 @@
       "status": "planned",
       "reason": "conversation thread surfaces"
     },
+    "GET /api/v1/cron/apply-contact-stamps": {
+      "status": "excluded",
+      "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
+    },
     "GET /api/v1/cron/booking-reminders": {
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
@@ -1917,6 +1933,10 @@
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
     },
+    "GET /api/v1/cron/sync-trial-states": {
+      "status": "excluded",
+      "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
+    },
     "GET /api/v1/cron/task-reminders": {
       "status": "excluded",
       "reason": "CRON_SECRET-gated infrastructure jobs; never key-callable"
@@ -3051,10 +3071,6 @@
       "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"
@@ -3570,22 +3586,16 @@
       "reason": "saved filter management"
     },
     "POST /api/v1/saved-filters": {
-      "status": "covered",
-      "tools": [
-        "conduyt_create_saved_filter"
-      ]
+      "status": "planned",
+      "reason": "saved filter management"
     },
     "PATCH /api/v1/saved-filters/:id": {
-      "status": "covered",
-      "tools": [
-        "conduyt_update_saved_filter"
-      ]
+      "status": "planned",
+      "reason": "saved filter management"
     },
     "DELETE /api/v1/saved-filters/:id": {
-      "status": "covered",
-      "tools": [
-        "conduyt_delete_saved_filter"
-      ]
+      "status": "planned",
+      "reason": "saved filter management"
     },
     "GET /api/v1/schema/api-catalog": {
       "status": "covered",
@@ -3977,15 +3987,15 @@
       "reason": "smart list management"
     },
     "GET /api/v1/smart-views": {
+      "status": "planned",
+      "reason": "smart view management beyond summaries"
+    },
+    "POST /api/v1/smart-views": {
       "status": "covered",
       "tools": [
-        "conduyt_list_smart_views"
+        "conduyt_create_saved_filter"
       ]
     },
-    "POST /api/v1/smart-views": {
-      "status": "planned",
-      "reason": "smart view management beyond summaries"
-    },
     "GET /api/v1/smart-views/:id": {
       "status": "planned",
       "reason": "smart view management beyond summaries"
@@ -3993,12 +4003,16 @@
     "PATCH /api/v1/smart-views/:id": {
       "status": "covered",
       "tools": [
-        "conduyt_update_smart_view_dialing"
+        "conduyt_update_saved_filter",
+        "conduyt_update_smart_view_dialing",
+        "conduyt_set_smart_view_audience"
       ]
     },
     "DELETE /api/v1/smart-views/:id": {
-      "status": "planned",
-      "reason": "smart view management beyond summaries"
+      "status": "covered",
+      "tools": [
+        "conduyt_delete_saved_filter"
+      ]
     },
     "GET /api/v1/smart-views/dial-order": {
       "status": "covered",
@@ -4015,7 +4029,8 @@
     "PATCH /api/v1/smart-views/reorder": {
       "status": "covered",
       "tools": [
-        "conduyt_reorder_smart_views"
+        "conduyt_reorder_smart_views",
+        "conduyt_move_smart_view"
       ]
     },
     "GET /api/v1/sms-providers": {
@@ -4331,6 +4346,10 @@
       "status": "planned",
       "reason": "team management subroutes beyond list/invite"
     },
+    "POST /api/v1/users/me/welcomed": {
+      "status": "planned",
+      "reason": "team management subroutes beyond list/invite"
+    },
     "GET /api/v1/warmy-engine/health": {
       "status": "planned",
       "reason": "email warm-up engine surfaces"