mcp-supabase-crm-biancode 1.0.0 → 1.1.0

package/dist/client.d.ts

@@ -1,5 +1,5 @@
 /**
- * HTTP client for CRM Biancode Edge Functions (list-sellers, create-sale).
+ * HTTP client for CRM Biancode Edge Functions.
  * Auth via x-api-token header.
  */
 export interface Seller {
@@ -13,8 +13,36 @@ export interface Seller {
 export interface ListSellersResponse {
     sellers: Seller[];
 }
+export declare function getSellers(): Promise<ListSellersResponse>;
+export interface Client {
+    id: string;
+    name: string;
+    email?: string | null;
+    phone?: string | null;
+    cpf_cnpj?: string | null;
+    project_name?: string | null;
+}
+export interface SearchClientsResponse {
+    clients: Client[];
+    total: number;
+}
+export interface CreateClientBody {
+    name: string;
+    email?: string;
+    phone?: string;
+    cpf_cnpj?: string;
+    address?: string;
+    project_name?: string;
+}
+export interface CreateClientResponse {
+    success: boolean;
+    client: Client;
+}
+export declare function searchClients(search?: string): Promise<SearchClientsResponse>;
+export declare function createClient(body: CreateClientBody): Promise<CreateClientResponse>;
 export interface CreateSaleBody {
-    client_id: string;
+    client_name?: string;
+    client_id?: string;
     title: string;
     total_amount: number;
     sale_date: string;
@@ -24,8 +52,10 @@ export interface CreateSaleBody {
     installment_start_date?: string;
     status?: string;
     goal_id?: string;
+    payment_method?: string;
     tax_percentage?: number;
     gateway_fee_percentage?: number;
+    seller_names?: string[];
     sellers?: Array<{
         seller_id: string;
         commission_amount: number;
@@ -34,9 +64,13 @@ export interface CreateSaleBody {
 export interface CreateSaleResponse {
     success: boolean;
     sale_id: string;
+    client_name: string | null;
+    goal_id: string | null;
     installments_created: number;
     receivables_created: number;
     sellers_linked: number;
+    seller_names?: string[];
+    tax_percentage_applied: number;
+    gateway_fee_percentage_applied: number;
 }
-export declare function getSellers(): Promise<ListSellersResponse>;
 export declare function createSale(body: CreateSaleBody): Promise<CreateSaleResponse>;

package/dist/client.js

@@ -1,5 +1,5 @@
 /**
- * HTTP client for CRM Biancode Edge Functions (list-sellers, create-sale).
+ * HTTP client for CRM Biancode Edge Functions.
  * Auth via x-api-token header.
  */
 import pRetry from "p-retry";
@@ -36,7 +36,7 @@ async function request(path, token, options = {}) {
             }
             if (!res.ok) {
                 const text = await res.text();
-                throw new Error(`CRM API ${res.status}: ${text.slice(0, 300)}`);
+                throw new Error(`CRM API ${res.status}: ${text.slice(0, 500)}`);
             }
             return res.json();
         }
@@ -57,6 +57,18 @@ export async function getSellers() {
     const { token } = getConfig();
     return request("/list-sellers", token);
 }
+export async function searchClients(search) {
+    const { token } = getConfig();
+    const qs = search ? `?search=${encodeURIComponent(search)}` : "";
+    return request(`/list-clients${qs}`, token);
+}
+export async function createClient(body) {
+    const { token } = getConfig();
+    return request("/create-client", token, {
+        method: "POST",
+        body: JSON.stringify(body),
+    });
+}
 export async function createSale(body) {
     const { token } = getConfig();
     return request("/create-sale", token, {

package/dist/index.js

@@ -5,6 +5,7 @@ import { StreamableHTTPServerTransport } from "@modelcontextprotocol/sdk/server/
 import { createServer } from "node:http";
 import { sellersList } from "./tools/sellers.js";
 import { createSaleTool } from "./tools/sales.js";
+import { clientsSearchTool, clientCreateTool } from "./tools/clients.js";
 import * as schemas from "./schemas/inputs.js";
 function safe(name, fn) {
     return async (args) => {
@@ -20,16 +21,26 @@ function safe(name, fn) {
 }
 const server = new McpServer({
     name: "supabase-crm-biancode",
-    version: "1.0.0",
+    version: "1.1.0",
 });
+server.registerTool("clients_search", {
+    title: "Buscar clientes",
+    description: "Busca clientes pelo nome no CRM. Use para encontrar o cliente antes de cadastrar uma venda, ou para verificar se um cliente ja existe.",
+    inputSchema: schemas.clientsSearchSchema,
+}, safe("clients_search", (a) => clientsSearchTool(a)));
+server.registerTool("client_create", {
+    title: "Cadastrar cliente",
+    description: "Cadastra um novo cliente no CRM. Apenas o nome e obrigatorio. Use quando o cliente nao for encontrado pela busca.",
+    inputSchema: schemas.clientCreateSchema,
+}, safe("client_create", (a) => clientCreateTool(a)));
 server.registerTool("sellers_list", {
-    title: "List sellers",
-    description: "Lista vendedores cadastrados no CRM. Use para obter os IDs ao cadastrar uma venda e escolher quem participou (comissao).",
+    title: "Listar vendedores",
+    description: "Lista todos os vendedores cadastrados no CRM com nomes e percentuais de comissao.",
     inputSchema: schemas.sellersListSchema,
 }, safe("sellers_list", (a) => sellersList(a)));
 server.registerTool("create_sale", {
-    title: "Create sale",
-    description: "Cadastra nova venda no CRM. Insere em sales, sale_installments, accounts_receivable e sale_sellers. Chame sellers_list antes para obter IDs dos vendedores.",
+    title: "Cadastrar venda",
+    description: "Cadastra nova venda no CRM. Aceita o NOME do cliente (nao precisa de UUID). Aceita NOMES dos vendedores e calcula comissao automaticamente. Campos minimos: client_name, title, total_amount, sale_date.",
     inputSchema: schemas.createSaleSchema,
 }, safe("create_sale", (a) => createSaleTool(a)));
 const port = parseInt(process.env.MCP_PORT ?? "", 10);

package/dist/schemas/inputs.d.ts

@@ -1,70 +1,68 @@
 import { z } from "zod";
 export declare const sellersListSchema: z.ZodObject<{}, "strip", z.ZodTypeAny, {}, {}>;
-export declare const sellerEntrySchema: z.ZodObject<{
-    seller_id: z.ZodString;
-    commission_amount: z.ZodNumber;
+export declare const clientsSearchSchema: z.ZodObject<{
+    search: z.ZodString;
 }, "strip", z.ZodTypeAny, {
-    seller_id: string;
-    commission_amount: number;
+    search: string;
 }, {
-    seller_id: string;
-    commission_amount: number;
+    search: string;
+}>;
+export declare const clientCreateSchema: z.ZodObject<{
+    name: z.ZodString;
+    email: z.ZodOptional<z.ZodString>;
+    phone: z.ZodOptional<z.ZodString>;
+    cpf_cnpj: z.ZodOptional<z.ZodString>;
+    address: z.ZodOptional<z.ZodString>;
+    project_name: z.ZodOptional<z.ZodString>;
+}, "strip", z.ZodTypeAny, {
+    name: string;
+    email?: string | undefined;
+    phone?: string | undefined;
+    cpf_cnpj?: string | undefined;
+    address?: string | undefined;
+    project_name?: string | undefined;
+}, {
+    name: string;
+    email?: string | undefined;
+    phone?: string | undefined;
+    cpf_cnpj?: string | undefined;
+    address?: string | undefined;
+    project_name?: string | undefined;
 }>;
 export declare const createSaleSchema: z.ZodObject<{
-    client_id: z.ZodString;
+    client_name: z.ZodString;
     title: z.ZodString;
     total_amount: z.ZodNumber;
     sale_date: z.ZodString;
-    description: z.ZodOptional<z.ZodString>;
+    seller_names: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
     installments: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
-    due_day: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
+    payment_method: z.ZodDefault<z.ZodOptional<z.ZodEnum<["pix", "cartao_parcelado", "pix_parcelado"]>>>;
+    description: z.ZodOptional<z.ZodString>;
+    due_day: z.ZodOptional<z.ZodNumber>;
     installment_start_date: z.ZodOptional<z.ZodString>;
-    status: z.ZodDefault<z.ZodOptional<z.ZodString>>;
-    goal_id: z.ZodOptional<z.ZodString>;
-    tax_percentage: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
-    gateway_fee_percentage: z.ZodDefault<z.ZodOptional<z.ZodNumber>>;
-    sellers: z.ZodOptional<z.ZodArray<z.ZodObject<{
-        seller_id: z.ZodString;
-        commission_amount: z.ZodNumber;
-    }, "strip", z.ZodTypeAny, {
-        seller_id: string;
-        commission_amount: number;
-    }, {
-        seller_id: string;
-        commission_amount: number;
-    }>, "many">>;
+    client_id: z.ZodOptional<z.ZodString>;
 }, "strip", z.ZodTypeAny, {
-    status: string;
-    client_id: string;
+    client_name: string;
     title: string;
     total_amount: number;
     sale_date: string;
     installments: number;
-    due_day: number;
-    tax_percentage: number;
-    gateway_fee_percentage: number;
+    payment_method: "pix" | "cartao_parcelado" | "pix_parcelado";
+    seller_names?: string[] | undefined;
     description?: string | undefined;
+    due_day?: number | undefined;
     installment_start_date?: string | undefined;
-    goal_id?: string | undefined;
-    sellers?: {
-        seller_id: string;
-        commission_amount: number;
-    }[] | undefined;
+    client_id?: string | undefined;
 }, {
-    client_id: string;
+    client_name: string;
     title: string;
     total_amount: number;
     sale_date: string;
-    status?: string | undefined;
-    description?: string | undefined;
+    seller_names?: string[] | undefined;
     installments?: number | undefined;
+    payment_method?: "pix" | "cartao_parcelado" | "pix_parcelado" | undefined;
+    description?: string | undefined;
     due_day?: number | undefined;
     installment_start_date?: string | undefined;
-    goal_id?: string | undefined;
-    tax_percentage?: number | undefined;
-    gateway_fee_percentage?: number | undefined;
-    sellers?: {
-        seller_id: string;
-        commission_amount: number;
-    }[] | undefined;
+    client_id?: string | undefined;
 }>;

package/dist/schemas/inputs.js

@@ -1,25 +1,59 @@
 import { z } from "zod";
 const dateStr = z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Formato YYYY-MM-DD");
 export const sellersListSchema = z.object({});
-export const sellerEntrySchema = z.object({
-    seller_id: z.string().uuid().describe("UUID do vendedor (use sellers_list para obter os IDs)"),
-    commission_amount: z.number().min(0).describe("Valor da comissao em reais (total da venda)"),
+export const clientsSearchSchema = z.object({
+    search: z
+        .string()
+        .min(1)
+        .describe("Nome (ou parte do nome) do cliente para buscar. Ex: 'Lincoln', 'Maria Silva'"),
+});
+export const clientCreateSchema = z.object({
+    name: z.string().min(1).describe("Nome completo do cliente (obrigatorio)"),
+    email: z.string().email().optional().describe("Email do cliente"),
+    phone: z.string().optional().describe("Telefone do cliente"),
+    cpf_cnpj: z.string().optional().describe("CPF ou CNPJ do cliente"),
+    address: z.string().optional().describe("Endereco do cliente"),
+    project_name: z.string().optional().describe("Nome do projeto/obra do cliente"),
 });
 export const createSaleSchema = z.object({
-    client_id: z.string().uuid().describe("UUID do cliente no CRM"),
-    title: z.string().min(1).describe("Nome/titulo da venda"),
-    total_amount: z.number().positive().describe("Valor total da venda em reais"),
-    sale_date: dateStr.describe("Data da venda (YYYY-MM-DD)"),
-    description: z.string().optional().describe("Descricao opcional"),
-    installments: z.number().int().min(1).max(24).optional().default(1).describe("Numero de parcelas"),
-    due_day: z.number().int().min(1).max(28).optional().default(15).describe("Dia do vencimento de cada parcela"),
-    installment_start_date: dateStr.optional().describe("Data da primeira parcela (YYYY-MM-DD)"),
-    status: z.string().optional().default("pending").describe("Status da venda"),
-    goal_id: z.string().uuid().optional().describe("UUID da meta associada"),
-    tax_percentage: z.number().min(0).max(100).optional().default(0).describe("Percentual de imposto"),
-    gateway_fee_percentage: z.number().min(0).max(100).optional().default(0).describe("Percentual de taxa gateway"),
-    sellers: z
-        .array(sellerEntrySchema)
+    client_name: z
+        .string()
+        .min(1)
+        .describe("Nome do cliente (ou parte). O sistema busca automaticamente. Se nao encontrar, use client_create para cadastrar primeiro."),
+    title: z.string().min(1).describe("Titulo/descricao da venda. Ex: 'Projeto residencial'"),
+    total_amount: z.number().positive().describe("Valor total da venda em reais. Ex: 5000"),
+    sale_date: dateStr.describe("Data da venda no formato YYYY-MM-DD. Ex: '2026-03-01'"),
+    seller_names: z
+        .array(z.string().min(1))
+        .optional()
+        .describe("Nomes dos vendedores que participaram. Ex: ['Natalia Muzzi']. A comissao e calculada automaticamente."),
+    installments: z
+        .number()
+        .int()
+        .min(1)
+        .max(24)
+        .optional()
+        .default(1)
+        .describe("Numero de parcelas (1 = a vista). Ex: 2"),
+    payment_method: z
+        .enum(["pix", "cartao_parcelado", "pix_parcelado"])
+        .optional()
+        .default("pix")
+        .describe("Forma de pagamento: pix (a vista), pix_parcelado ou cartao_parcelado"),
+    description: z.string().optional().describe("Observacoes adicionais sobre a venda"),
+    due_day: z
+        .number()
+        .int()
+        .min(1)
+        .max(28)
+        .optional()
+        .describe("Dia do vencimento das parcelas (1-28). Padrao: 15"),
+    installment_start_date: dateStr
+        .optional()
+        .describe("Data da primeira parcela (YYYY-MM-DD). Padrao: data da venda"),
+    client_id: z
+        .string()
+        .uuid()
         .optional()
-        .describe("Vendedores que participaram da venda e suas comissoes (use sellers_list para obter IDs)"),
+        .describe("UUID do cliente (alternativa a client_name, use apenas se ja souber o ID)"),
 });

package/dist/tools/clients.d.ts

@@ -0,0 +1,11 @@
+import type { z } from "zod";
+import type { clientsSearchSchema, clientCreateSchema } from "../schemas/inputs.js";
+type ToolResult = {
+    content: Array<{
+        type: "text";
+        text: string;
+    }>;
+};
+export declare function clientsSearchTool(args: z.infer<typeof clientsSearchSchema>): Promise<ToolResult>;
+export declare function clientCreateTool(args: z.infer<typeof clientCreateSchema>): Promise<ToolResult>;
+export {};

package/dist/tools/clients.js

@@ -0,0 +1,35 @@
+import { searchClients, createClient } from "../client.js";
+function text(data) {
+    return { content: [{ type: "text", text: JSON.stringify(data, null, 2) }] };
+}
+export async function clientsSearchTool(args) {
+    const { clients, total } = await searchClients(args.search);
+    return text({
+        total,
+        clients: clients.map((c) => ({
+            id: c.id,
+            name: c.name,
+            email: c.email,
+            phone: c.phone,
+            cpf_cnpj: c.cpf_cnpj,
+            project_name: c.project_name,
+        })),
+        hint: total === 0
+            ? `Nenhum cliente encontrado com "${args.search}". Use client_create para cadastrar.`
+            : "Use o nome do cliente no campo client_name da tool create_sale.",
+    });
+}
+export async function clientCreateTool(args) {
+    const result = await createClient({
+        name: args.name,
+        email: args.email,
+        phone: args.phone,
+        cpf_cnpj: args.cpf_cnpj,
+        address: args.address,
+        project_name: args.project_name,
+    });
+    return text({
+        ...result,
+        hint: `Cliente "${result.client.name}" criado. Agora use create_sale com client_name: "${result.client.name}".`,
+    });
+}

package/dist/tools/sales.js

@@ -4,20 +4,27 @@ function text(data) {
 }
 export async function createSaleTool(args) {
     const body = {
-        client_id: args.client_id,
         title: args.title,
         total_amount: args.total_amount,
         sale_date: args.sale_date,
-        description: args.description,
         installments: args.installments,
-        due_day: args.due_day,
-        installment_start_date: args.installment_start_date,
-        status: args.status,
-        goal_id: args.goal_id,
-        tax_percentage: args.tax_percentage,
-        gateway_fee_percentage: args.gateway_fee_percentage,
-        sellers: args.sellers,
+        payment_method: args.payment_method,
     };
+    if (args.client_id) {
+        body.client_id = args.client_id;
+    }
+    else {
+        body.client_name = args.client_name;
+    }
+    if (args.seller_names && args.seller_names.length > 0) {
+        body.seller_names = args.seller_names;
+    }
+    if (args.description)
+        body.description = args.description;
+    if (args.due_day)
+        body.due_day = args.due_day;
+    if (args.installment_start_date)
+        body.installment_start_date = args.installment_start_date;
     const result = await createSale(body);
     return text(result);
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "mcp-supabase-crm-biancode",
-  "version": "1.0.0",
+  "version": "1.1.0",
   "description": "MCP server for CRM Biancode - list sellers and create sales via Supabase Edge Functions",
   "type": "module",
   "main": "dist/index.js",

package/src/client.ts

@@ -1,5 +1,5 @@
 /**
- * HTTP client for CRM Biancode Edge Functions (list-sellers, create-sale).
+ * HTTP client for CRM Biancode Edge Functions.
  * Auth via x-api-token header.
  */
 
@@ -45,7 +45,7 @@ async function request<T>(
       }
       if (!res.ok) {
         const text = await res.text();
-        throw new Error(`CRM API ${res.status}: ${text.slice(0, 300)}`);
+        throw new Error(`CRM API ${res.status}: ${text.slice(0, 500)}`);
       }
       return res.json() as Promise<T>;
     } finally {
@@ -63,6 +63,8 @@ async function request<T>(
   });
 }
 
+// ── Sellers ──
+
 export interface Seller {
   id: string;
   name: string;
@@ -76,8 +78,60 @@ export interface ListSellersResponse {
   sellers: Seller[];
 }
 
+export async function getSellers(): Promise<ListSellersResponse> {
+  const { token } = getConfig();
+  return request<ListSellersResponse>("/list-sellers", token);
+}
+
+// ── Clients ──
+
+export interface Client {
+  id: string;
+  name: string;
+  email?: string | null;
+  phone?: string | null;
+  cpf_cnpj?: string | null;
+  project_name?: string | null;
+}
+
+export interface SearchClientsResponse {
+  clients: Client[];
+  total: number;
+}
+
+export interface CreateClientBody {
+  name: string;
+  email?: string;
+  phone?: string;
+  cpf_cnpj?: string;
+  address?: string;
+  project_name?: string;
+}
+
+export interface CreateClientResponse {
+  success: boolean;
+  client: Client;
+}
+
+export async function searchClients(search?: string): Promise<SearchClientsResponse> {
+  const { token } = getConfig();
+  const qs = search ? `?search=${encodeURIComponent(search)}` : "";
+  return request<SearchClientsResponse>(`/list-clients${qs}`, token);
+}
+
+export async function createClient(body: CreateClientBody): Promise<CreateClientResponse> {
+  const { token } = getConfig();
+  return request<CreateClientResponse>("/create-client", token, {
+    method: "POST",
+    body: JSON.stringify(body),
+  });
+}
+
+// ── Sales ──
+
 export interface CreateSaleBody {
-  client_id: string;
+  client_name?: string;
+  client_id?: string;
   title: string;
   total_amount: number;
   sale_date: string;
@@ -87,22 +141,24 @@ export interface CreateSaleBody {
   installment_start_date?: string;
   status?: string;
   goal_id?: string;
+  payment_method?: string;
   tax_percentage?: number;
   gateway_fee_percentage?: number;
+  seller_names?: string[];
   sellers?: Array<{ seller_id: string; commission_amount: number }>;
 }
 
 export interface CreateSaleResponse {
   success: boolean;
   sale_id: string;
+  client_name: string | null;
+  goal_id: string | null;
   installments_created: number;
   receivables_created: number;
   sellers_linked: number;
-}
-
-export async function getSellers(): Promise<ListSellersResponse> {
-  const { token } = getConfig();
-  return request<ListSellersResponse>("/list-sellers", token);
+  seller_names?: string[];
+  tax_percentage_applied: number;
+  gateway_fee_percentage_applied: number;
 }
 
 export async function createSale(body: CreateSaleBody): Promise<CreateSaleResponse> {

package/src/index.ts

@@ -5,6 +5,7 @@ import { StreamableHTTPServerTransport } from "@modelcontextprotocol/sdk/server/
 import { createServer } from "node:http";
 import { sellersList } from "./tools/sellers.js";
 import { createSaleTool } from "./tools/sales.js";
+import { clientsSearchTool, clientCreateTool } from "./tools/clients.js";
 import * as schemas from "./schemas/inputs.js";
 
 type ToolResult = { content: Array<{ type: "text"; text: string }> };
@@ -26,15 +27,37 @@ function safe<T>(
 
 const server = new McpServer({
   name: "supabase-crm-biancode",
-  version: "1.0.0",
+  version: "1.1.0",
 });
 
+server.registerTool(
+  "clients_search",
+  {
+    title: "Buscar clientes",
+    description:
+      "Busca clientes pelo nome no CRM. Use para encontrar o cliente antes de cadastrar uma venda, ou para verificar se um cliente ja existe.",
+    inputSchema: schemas.clientsSearchSchema,
+  },
+  safe("clients_search", (a) => clientsSearchTool(a))
+);
+
+server.registerTool(
+  "client_create",
+  {
+    title: "Cadastrar cliente",
+    description:
+      "Cadastra um novo cliente no CRM. Apenas o nome e obrigatorio. Use quando o cliente nao for encontrado pela busca.",
+    inputSchema: schemas.clientCreateSchema,
+  },
+  safe("client_create", (a) => clientCreateTool(a))
+);
+
 server.registerTool(
   "sellers_list",
   {
-    title: "List sellers",
+    title: "Listar vendedores",
     description:
-      "Lista vendedores cadastrados no CRM. Use para obter os IDs ao cadastrar uma venda e escolher quem participou (comissao).",
+      "Lista todos os vendedores cadastrados no CRM com nomes e percentuais de comissao.",
     inputSchema: schemas.sellersListSchema,
   },
   safe("sellers_list", (a) => sellersList(a))
@@ -43,9 +66,9 @@ server.registerTool(
 server.registerTool(
   "create_sale",
   {
-    title: "Create sale",
+    title: "Cadastrar venda",
     description:
-      "Cadastra nova venda no CRM. Insere em sales, sale_installments, accounts_receivable e sale_sellers. Chame sellers_list antes para obter IDs dos vendedores.",
+      "Cadastra nova venda no CRM. Aceita o NOME do cliente (nao precisa de UUID). Aceita NOMES dos vendedores e calcula comissao automaticamente. Campos minimos: client_name, title, total_amount, sale_date.",
     inputSchema: schemas.createSaleSchema,
   },
   safe("create_sale", (a) => createSaleTool(a))

package/src/schemas/inputs.ts

@@ -4,26 +4,65 @@ const dateStr = z.string().regex(/^\d{4}-\d{2}-\d{2}$/, "Formato YYYY-MM-DD");
 
 export const sellersListSchema = z.object({});
 
-export const sellerEntrySchema = z.object({
-  seller_id: z.string().uuid().describe("UUID do vendedor (use sellers_list para obter os IDs)"),
-  commission_amount: z.number().min(0).describe("Valor da comissao em reais (total da venda)"),
+export const clientsSearchSchema = z.object({
+  search: z
+    .string()
+    .min(1)
+    .describe("Nome (ou parte do nome) do cliente para buscar. Ex: 'Lincoln', 'Maria Silva'"),
+});
+
+export const clientCreateSchema = z.object({
+  name: z.string().min(1).describe("Nome completo do cliente (obrigatorio)"),
+  email: z.string().email().optional().describe("Email do cliente"),
+  phone: z.string().optional().describe("Telefone do cliente"),
+  cpf_cnpj: z.string().optional().describe("CPF ou CNPJ do cliente"),
+  address: z.string().optional().describe("Endereco do cliente"),
+  project_name: z.string().optional().describe("Nome do projeto/obra do cliente"),
 });
 
 export const createSaleSchema = z.object({
-  client_id: z.string().uuid().describe("UUID do cliente no CRM"),
-  title: z.string().min(1).describe("Nome/titulo da venda"),
-  total_amount: z.number().positive().describe("Valor total da venda em reais"),
-  sale_date: dateStr.describe("Data da venda (YYYY-MM-DD)"),
-  description: z.string().optional().describe("Descricao opcional"),
-  installments: z.number().int().min(1).max(24).optional().default(1).describe("Numero de parcelas"),
-  due_day: z.number().int().min(1).max(28).optional().default(15).describe("Dia do vencimento de cada parcela"),
-  installment_start_date: dateStr.optional().describe("Data da primeira parcela (YYYY-MM-DD)"),
-  status: z.string().optional().default("pending").describe("Status da venda"),
-  goal_id: z.string().uuid().optional().describe("UUID da meta associada"),
-  tax_percentage: z.number().min(0).max(100).optional().default(0).describe("Percentual de imposto"),
-  gateway_fee_percentage: z.number().min(0).max(100).optional().default(0).describe("Percentual de taxa gateway"),
-  sellers: z
-    .array(sellerEntrySchema)
+  client_name: z
+    .string()
+    .min(1)
+    .describe(
+      "Nome do cliente (ou parte). O sistema busca automaticamente. Se nao encontrar, use client_create para cadastrar primeiro."
+    ),
+  title: z.string().min(1).describe("Titulo/descricao da venda. Ex: 'Projeto residencial'"),
+  total_amount: z.number().positive().describe("Valor total da venda em reais. Ex: 5000"),
+  sale_date: dateStr.describe("Data da venda no formato YYYY-MM-DD. Ex: '2026-03-01'"),
+  seller_names: z
+    .array(z.string().min(1))
+    .optional()
+    .describe(
+      "Nomes dos vendedores que participaram. Ex: ['Natalia Muzzi']. A comissao e calculada automaticamente."
+    ),
+  installments: z
+    .number()
+    .int()
+    .min(1)
+    .max(24)
+    .optional()
+    .default(1)
+    .describe("Numero de parcelas (1 = a vista). Ex: 2"),
+  payment_method: z
+    .enum(["pix", "cartao_parcelado", "pix_parcelado"])
+    .optional()
+    .default("pix")
+    .describe("Forma de pagamento: pix (a vista), pix_parcelado ou cartao_parcelado"),
+  description: z.string().optional().describe("Observacoes adicionais sobre a venda"),
+  due_day: z
+    .number()
+    .int()
+    .min(1)
+    .max(28)
+    .optional()
+    .describe("Dia do vencimento das parcelas (1-28). Padrao: 15"),
+  installment_start_date: dateStr
+    .optional()
+    .describe("Data da primeira parcela (YYYY-MM-DD). Padrao: data da venda"),
+  client_id: z
+    .string()
+    .uuid()
     .optional()
-    .describe("Vendedores que participaram da venda e suas comissoes (use sellers_list para obter IDs)"),
+    .describe("UUID do cliente (alternativa a client_name, use apenas se ja souber o ID)"),
 });

package/src/tools/clients.ts

@@ -0,0 +1,47 @@
+import { searchClients, createClient } from "../client.js";
+import type { z } from "zod";
+import type { clientsSearchSchema, clientCreateSchema } from "../schemas/inputs.js";
+
+type ToolResult = { content: Array<{ type: "text"; text: string }> };
+
+function text(data: unknown): ToolResult {
+  return { content: [{ type: "text" as const, text: JSON.stringify(data, null, 2) }] };
+}
+
+export async function clientsSearchTool(
+  args: z.infer<typeof clientsSearchSchema>
+): Promise<ToolResult> {
+  const { clients, total } = await searchClients(args.search);
+  return text({
+    total,
+    clients: clients.map((c) => ({
+      id: c.id,
+      name: c.name,
+      email: c.email,
+      phone: c.phone,
+      cpf_cnpj: c.cpf_cnpj,
+      project_name: c.project_name,
+    })),
+    hint:
+      total === 0
+        ? `Nenhum cliente encontrado com "${args.search}". Use client_create para cadastrar.`
+        : "Use o nome do cliente no campo client_name da tool create_sale.",
+  });
+}
+
+export async function clientCreateTool(
+  args: z.infer<typeof clientCreateSchema>
+): Promise<ToolResult> {
+  const result = await createClient({
+    name: args.name,
+    email: args.email,
+    phone: args.phone,
+    cpf_cnpj: args.cpf_cnpj,
+    address: args.address,
+    project_name: args.project_name,
+  });
+  return text({
+    ...result,
+    hint: `Cliente "${result.client.name}" criado. Agora use create_sale com client_name: "${result.client.name}".`,
+  });
+}

package/src/tools/sales.ts

@@ -11,21 +11,27 @@ function text(data: unknown): ToolResult {
 export async function createSaleTool(
   args: z.infer<typeof createSaleSchema>
 ): Promise<ToolResult> {
-  const body = {
-    client_id: args.client_id,
+  const body: Record<string, unknown> = {
     title: args.title,
     total_amount: args.total_amount,
     sale_date: args.sale_date,
-    description: args.description,
     installments: args.installments,
-    due_day: args.due_day,
-    installment_start_date: args.installment_start_date,
-    status: args.status,
-    goal_id: args.goal_id,
-    tax_percentage: args.tax_percentage,
-    gateway_fee_percentage: args.gateway_fee_percentage,
-    sellers: args.sellers,
+    payment_method: args.payment_method,
   };
-  const result = await createSale(body);
+
+  if (args.client_id) {
+    body.client_id = args.client_id;
+  } else {
+    body.client_name = args.client_name;
+  }
+
+  if (args.seller_names && args.seller_names.length > 0) {
+    body.seller_names = args.seller_names;
+  }
+  if (args.description) body.description = args.description;
+  if (args.due_day) body.due_day = args.due_day;
+  if (args.installment_start_date) body.installment_start_date = args.installment_start_date;
+
+  const result = await createSale(body as any);
   return text(result);
 }