dealdesk-plugin 0.1.3 → 0.1.4

package/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "dealdesk",
   "displayName": "DealDesk",
-  "version": "0.1.3",
+  "version": "0.1.4",
   "description": "DealDesk skills and MCP tools for desk cards, email logs, quotes, customers, and portfolio publish.",
   "author": {
     "name": "agenthouse",

package/.codex-plugin/plugin.json

@@ -1,6 +1,6 @@
 {
   "name": "dealdesk",
-  "version": "0.1.3",
+  "version": "0.1.4",
   "description": "DealDesk skills and MCP tools for desk cards, email logs, quotes, customers, and portfolio publish.",
   "author": {
     "name": "agenthouse",

package/.cursor-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "dealdesk",
   "displayName": "DealDesk",
-  "version": "0.1.3",
+  "version": "0.1.4",
   "description": "DealDesk skills and slash commands. Install opens the agenthouse sign-in page so you can choose a project and grant access.",
   "author": {
     "name": "agenthouse",

package/README.md

@@ -20,7 +20,7 @@ If you are an AI assistant helping someone install DealDesk, follow **[install-f
 - Export Deal Intelligence workbooks for offline analysis  
 - Preview and confirm portfolio publish (with an explicit confirmation step)
 
-Destructive delete operations are not available. Soft-close cards by updating their stage instead.
+For safety, deletion is unavailable through MCP and must be done manually in DealDesk. Closing a card is a separate option that keeps the record; the assistant asks before closing a card in response to a deletion request.
 
 ## Customer data responsibility
 

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "dealdesk-plugin",
-  "version": "0.1.3",
+  "version": "0.1.4",
   "description": "DealDesk for ChatGPT, Claude, Cursor, and Codex. Desk cards, quotes, customers, and portfolio on agenthouse.",
   "license": "MIT",
   "homepage": "https://github.com/agenthouse-org/dealdesk-plugin",

package/plugin.json

@@ -1,7 +1,7 @@
 {
   "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
   "name": "dealdesk",
-  "version": "0.1.3",
+  "version": "0.1.4",
   "description": "DealDesk skills and MCP tools for desk cards, email logs, quotes, customers, and portfolio publish.",
   "author": {
     "name": "agenthouse",

package/skills/README.md

@@ -4,7 +4,7 @@ These notes describe common workflows the DealDesk MCP connector supports. Hosts
 
 ## Guidelines
 
-- Prefer update and soft-close over delete. Delete is not offered through MCP.
+- Deletion is unavailable through MCP and must be done manually in DealDesk. Offer closing as a separate option, explain that the record remains, and wait for explicit agreement before making a substitute change.
 - Prefer the export skill for analysis instead of paging through large lists endlessly.
 - For portfolio publish, always review the preview and confirm before publishing.
 - Skill-gated tools need `dealdesk.discover` with the matching domain first. The server remembers that unlock for the API key or OAuth user.

package/skills/dealdesk-create-card/SKILL.md

@@ -1,13 +1,17 @@
 ---
 name: dealdesk-create-card
-description: Create or update a DealDesk desk card (title, stage, description, owner, priority, company/contact, deal estimates, quote value override). Use when the user wants a new card, a stage/owner change, estimates, or directory links. Never delete a card.
+description: Create or update a DealDesk desk card, or respond to requests to delete or close one. Never delete a card or replace a deletion request with closing without the user's explicit agreement.
 ---
 
 # Create or update a desk card
 
 Tools: `dealdesk.create_card`, `dealdesk.patch_card`, `dealdesk.get_card`, `dealdesk.list_cards`, `dealdesk.list_desk_stages`, `dealdesk.list_desk_users`, `dealdesk.list_card_activity`
 
-Create a card or update title, stage, description, owner, priority, Customer Directory links, deal estimates, and quote deal-value override. Soft-close by setting stage `closed` rather than deleting.
+Create a card or update title, stage, description, owner, priority, Customer Directory links, deal estimates, and quote deal-value override.
+
+## Deletion and closing
+
+For safety, deletion is unavailable through DealDesk MCP and must be done manually in DealDesk. When asked to delete a card, explain this and offer closing the card as a separate option. Closing retains the record and changes its stage; it is not deletion. Ask whether the user wants to close it, and wait for an explicit yes before making any change. Do not call `patch_card`, `patch_case`, or any other write tool as a substitute for deletion without that agreement. If the user explicitly requests closing the card, proceed with the normal stage-update workflow, using a stage returned by `list_desk_stages`.
 
 Use `description` for the main card body. Use `deskDescription` for a local desk-only description. Use `dealdesk.add_card_note` only for structured notes, not as a substitute for the card description.
 

package/skills/dealdesk-help/SKILL.md

@@ -49,7 +49,7 @@ Hosts may prefix commands with the plugin name (for example `/dealdesk:dealdesk-
 
 ## Hard limits
 
-- Delete is not available through MCP. Soft-close cards by changing stage; soft-close shares with `isOpen=false`.
+- Delete is unavailable through MCP and must be done manually in DealDesk. If asked to delete, explain that closing retains the record and offer it as a separate option; wait for explicit agreement before changing a card's stage or closing a share.
 - Portfolio publish needs preview, then `portfolio_publish` with `confirm=true`.
 - Do not invent prices. Prefer portfolio evaluation and published revision ids.
 - Prefer `/dealdesk-export-analysis` over paging through large lists forever.

package/skills/dealdesk-manage-cases/SKILL.md

@@ -7,7 +7,7 @@ description: List, create, and update DealDesk cases. Use for local sales/reques
 
 Tools: `dealdesk.list_cases`, `dealdesk.get_case`, `dealdesk.create_case`, `dealdesk.patch_case`, `dealdesk.list_desk_stages`, `dealdesk.list_desk_users`
 
-Create or update local DealDesk cases (title, stage, description, company/contact/quote links, estimates, ownerUserId). Resolve stages with `dealdesk.list_desk_stages` and owners with `dealdesk.list_desk_users`. Soft-close via stage when appropriate. Do not call disconnected Salesforce Opportunity search endpoints.
+Create or update local DealDesk cases (title, stage, description, company/contact/quote links, estimates, ownerUserId). Resolve stages with `dealdesk.list_desk_stages` and owners with `dealdesk.list_desk_users`. Deletion is unavailable through MCP and must be done manually in DealDesk. If asked to delete, explain that closing retains the record, offer it as an option, and wait for the user's explicit agreement before changing a stage or making any other substitute write. Do not call disconnected Salesforce Opportunity search endpoints.
 
 ## Stages (discrete column ids)