nexup-mcp-server 1.0.0
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- package/README.md +41 -0
- package/dist/client/auth.d.ts +6 -0
- package/dist/client/auth.d.ts.map +1 -0
- package/dist/client/auth.js +14 -0
- package/dist/client/auth.js.map +1 -0
- package/dist/client/http-client.d.ts +33 -0
- package/dist/client/http-client.d.ts.map +1 -0
- package/dist/client/http-client.js +149 -0
- package/dist/client/http-client.js.map +1 -0
- package/dist/config.d.ts +7 -0
- package/dist/config.d.ts.map +1 -0
- package/dist/config.js +19 -0
- package/dist/config.js.map +1 -0
- package/dist/index.d.ts +3 -0
- package/dist/index.d.ts.map +1 -0
- package/dist/index.js +108 -0
- package/dist/index.js.map +1 -0
- package/dist/resources/crm-resources.d.ts +8 -0
- package/dist/resources/crm-resources.d.ts.map +1 -0
- package/dist/resources/crm-resources.js +501 -0
- package/dist/resources/crm-resources.js.map +1 -0
- package/dist/resources/index.d.ts +2 -0
- package/dist/resources/index.d.ts.map +1 -0
- package/dist/resources/index.js +2 -0
- package/dist/resources/index.js.map +1 -0
- package/dist/tools/customers.d.ts +221 -0
- package/dist/tools/customers.d.ts.map +1 -0
- package/dist/tools/customers.js +207 -0
- package/dist/tools/customers.js.map +1 -0
- package/dist/tools/index.d.ts +883 -0
- package/dist/tools/index.d.ts.map +1 -0
- package/dist/tools/index.js +38 -0
- package/dist/tools/index.js.map +1 -0
- package/dist/tools/notifications.d.ts +16 -0
- package/dist/tools/notifications.d.ts.map +1 -0
- package/dist/tools/notifications.js +47 -0
- package/dist/tools/notifications.js.map +1 -0
- package/dist/tools/prospects.d.ts +478 -0
- package/dist/tools/prospects.d.ts.map +1 -0
- package/dist/tools/prospects.js +336 -0
- package/dist/tools/prospects.js.map +1 -0
- package/dist/tools/tickets.d.ts +83 -0
- package/dist/tools/tickets.d.ts.map +1 -0
- package/dist/tools/tickets.js +171 -0
- package/dist/tools/tickets.js.map +1 -0
- package/dist/tools/transcripts.d.ts +97 -0
- package/dist/tools/transcripts.d.ts.map +1 -0
- package/dist/tools/transcripts.js +188 -0
- package/dist/tools/transcripts.js.map +1 -0
- package/dist/utils/errors.d.ts +9 -0
- package/dist/utils/errors.d.ts.map +1 -0
- package/dist/utils/errors.js +28 -0
- package/dist/utils/errors.js.map +1 -0
- package/dist/utils/formatters.d.ts +5 -0
- package/dist/utils/formatters.d.ts.map +1 -0
- package/dist/utils/formatters.js +21 -0
- package/dist/utils/formatters.js.map +1 -0
- package/dist/utils/logger.d.ts +4 -0
- package/dist/utils/logger.d.ts.map +1 -0
- package/dist/utils/logger.js +43 -0
- package/dist/utils/logger.js.map +1 -0
- package/dist/validation/schemas.d.ts +424 -0
- package/dist/validation/schemas.d.ts.map +1 -0
- package/dist/validation/schemas.js +114 -0
- package/dist/validation/schemas.js.map +1 -0
- package/package.json +34 -0
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export declare const customerTools: ({
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name: string;
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description: string;
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inputSchema: {
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type: string;
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properties: {
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search: {
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type: string;
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description: string;
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};
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owner: {
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type: string;
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description: string;
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};
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companyName?: undefined;
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address?: undefined;
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industry?: undefined;
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website?: undefined;
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sentiment?: undefined;
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notes?: undefined;
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customerId?: undefined;
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nextAction?: undefined;
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nextActionDueDate?: undefined;
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firstName?: undefined;
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lastName?: undefined;
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email?: undefined;
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phone?: undefined;
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role?: undefined;
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isPrimary?: undefined;
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};
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required: never[];
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};
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} | {
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name: string;
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description: string;
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inputSchema: {
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type: string;
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properties: {
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companyName: {
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type: string;
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description: string;
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};
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address: {
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type: string;
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description: string;
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};
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industry: {
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type: string;
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description: string;
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};
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website: {
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type: string;
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description: string;
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};
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owner: {
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type: string;
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description: string;
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};
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sentiment: {
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type: string;
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description: string;
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minimum: number;
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maximum: number;
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};
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notes: {
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type: string;
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description: string;
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};
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search?: undefined;
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customerId?: undefined;
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nextAction?: undefined;
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nextActionDueDate?: undefined;
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firstName?: undefined;
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lastName?: undefined;
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email?: undefined;
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phone?: undefined;
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role?: undefined;
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isPrimary?: undefined;
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};
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required: string[];
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};
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} | {
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name: string;
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description: string;
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inputSchema: {
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type: string;
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properties: {
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customerId: {
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type: string;
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description: string;
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};
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companyName: {
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type: string;
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description: string;
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};
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address: {
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type: string;
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description: string;
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};
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industry: {
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type: string;
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description: string;
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};
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website: {
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type: string;
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description: string;
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};
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sentiment: {
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type: string;
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description: string;
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minimum: number;
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maximum: number;
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};
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nextAction: {
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type: string;
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description: string;
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};
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nextActionDueDate: {
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type: string;
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description: string;
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};
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owner: {
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type: string;
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description: string;
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};
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notes: {
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type: string;
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description: string;
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};
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search?: undefined;
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firstName?: undefined;
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lastName?: undefined;
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email?: undefined;
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phone?: undefined;
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role?: undefined;
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isPrimary?: undefined;
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};
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required: string[];
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};
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} | {
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name: string;
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description: string;
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inputSchema: {
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type: string;
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properties: {
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customerId: {
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type: string;
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description: string;
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};
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firstName: {
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type: string;
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description: string;
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};
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lastName: {
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type: string;
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description: string;
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};
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email: {
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type: string;
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description: string;
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};
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phone: {
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type: string;
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description: string;
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};
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role: {
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type: string;
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description: string;
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};
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isPrimary: {
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type: string;
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description: string;
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};
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notes: {
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type: string;
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description: string;
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};
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search?: undefined;
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owner?: undefined;
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companyName?: undefined;
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address?: undefined;
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industry?: undefined;
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website?: undefined;
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sentiment?: undefined;
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nextAction?: undefined;
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nextActionDueDate?: undefined;
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};
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required: string[];
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};
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} | {
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name: string;
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description: string;
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inputSchema: {
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type: string;
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properties: {
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customerId: {
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type: string;
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description: string;
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};
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search?: undefined;
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owner?: undefined;
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companyName?: undefined;
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address?: undefined;
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industry?: undefined;
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website?: undefined;
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sentiment?: undefined;
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notes?: undefined;
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nextAction?: undefined;
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nextActionDueDate?: undefined;
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firstName?: undefined;
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lastName?: undefined;
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email?: undefined;
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phone?: undefined;
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role?: undefined;
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isPrimary?: undefined;
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};
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required: string[];
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};
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})[];
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export declare function handleCustomerTool(toolName: string, params: any): Promise<any>;
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//# sourceMappingURL=customers.d.ts.map
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{"version":3,"file":"customers.d.ts","sourceRoot":"","sources":["../../src/tools/customers.ts"],"names":[],"mappings":"AASA,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;IA+EzB,CAAC;AAEF,wBAAsB,kBAAkB,CAAC,QAAQ,EAAE,MAAM,EAAE,MAAM,EAAE,GAAG,GAAG,OAAO,CAAC,GAAG,CAAC,CAoBpF"}
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import { httpClient } from '../client/http-client.js';
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import { logToolCall } from '../utils/logger.js';
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import { formatError } from '../utils/errors.js';
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import { createCustomerSchema, updateCustomerSchema, createContactSchema, } from '../validation/schemas.js';
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export const customerTools = [
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{
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name: 'list_customers',
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description: 'List and search customer companies in the CRM. Can filter by company name or owner.',
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inputSchema: {
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type: 'object',
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properties: {
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search: { type: 'string', description: 'Search by company name, industry, or contact name/email (optional)' },
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owner: { type: 'string', description: 'Filter by owner (optional)' },
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},
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required: [],
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},
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},
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{
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name: 'create_customer',
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description: 'Create a new customer company account. Requires user confirmation before execution.',
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inputSchema: {
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type: 'object',
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properties: {
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companyName: { type: 'string', description: 'Company name' },
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address: { type: 'string', description: 'Company address (optional)' },
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industry: { type: 'string', description: 'Industry (optional)' },
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website: { type: 'string', description: 'Website URL (optional)' },
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owner: { type: 'string', description: 'Customer owner/manager (optional)' },
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sentiment: { type: 'number', description: 'Customer sentiment 1-5 scale (default: 3)', minimum: 1, maximum: 5 },
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notes: { type: 'string', description: 'Customer notes (optional)' },
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},
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required: ['companyName'],
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},
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},
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{
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name: 'update_customer',
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description: 'Update an existing customer. Requires user confirmation before execution.',
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inputSchema: {
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type: 'object',
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properties: {
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customerId: { type: 'string', description: 'Customer ID to update' },
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companyName: { type: 'string', description: 'Company name (optional)' },
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address: { type: 'string', description: 'Company address (optional)' },
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industry: { type: 'string', description: 'Industry (optional)' },
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website: { type: 'string', description: 'Website URL (optional)' },
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sentiment: { type: 'number', description: 'Customer sentiment 1-5 scale (optional)', minimum: 1, maximum: 5 },
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nextAction: { type: 'string', description: 'Next action to take (optional)' },
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nextActionDueDate: { type: 'string', description: 'Due date for next action (ISO format, optional)' },
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owner: { type: 'string', description: 'Customer owner/manager (optional)' },
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notes: { type: 'string', description: 'Customer notes (optional)' },
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},
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required: ['customerId'],
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},
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},
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{
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name: 'add_customer_contact',
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description: 'Add a person/contact to a customer company. Requires user confirmation before execution.',
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inputSchema: {
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type: 'object',
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properties: {
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customerId: { type: 'string', description: 'Customer company ID' },
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firstName: { type: 'string', description: 'First name' },
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lastName: { type: 'string', description: 'Last name' },
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email: { type: 'string', description: 'Email address' },
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phone: { type: 'string', description: 'Phone number (optional)' },
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role: { type: 'string', description: 'Job title/role (optional)' },
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isPrimary: { type: 'boolean', description: 'Is this the primary contact? (optional, default: false)' },
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notes: { type: 'string', description: 'Additional notes (optional)' },
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},
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required: ['customerId', 'firstName', 'lastName', 'email'],
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},
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},
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{
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name: 'list_customer_contacts',
|
|
75
|
+
description: 'List all contacts/people associated with a customer company.',
|
|
76
|
+
inputSchema: {
|
|
77
|
+
type: 'object',
|
|
78
|
+
properties: {
|
|
79
|
+
customerId: { type: 'string', description: 'Customer company ID' },
|
|
80
|
+
},
|
|
81
|
+
required: ['customerId'],
|
|
82
|
+
},
|
|
83
|
+
},
|
|
84
|
+
];
|
|
85
|
+
export async function handleCustomerTool(toolName, params) {
|
|
86
|
+
try {
|
|
87
|
+
switch (toolName) {
|
|
88
|
+
case 'list_customers':
|
|
89
|
+
return await listCustomers(params);
|
|
90
|
+
case 'create_customer':
|
|
91
|
+
return await createCustomer(params);
|
|
92
|
+
case 'update_customer':
|
|
93
|
+
return await updateCustomer(params);
|
|
94
|
+
case 'add_customer_contact':
|
|
95
|
+
return await addCustomerContact(params);
|
|
96
|
+
case 'list_customer_contacts':
|
|
97
|
+
return await listCustomerContacts(params);
|
|
98
|
+
default:
|
|
99
|
+
throw new Error(`Unknown customer tool: ${toolName}`);
|
|
100
|
+
}
|
|
101
|
+
}
|
|
102
|
+
catch (error) {
|
|
103
|
+
logToolCall(toolName, params, 'error', { error: formatError(error) });
|
|
104
|
+
throw error;
|
|
105
|
+
}
|
|
106
|
+
}
|
|
107
|
+
async function listCustomers(params) {
|
|
108
|
+
const customers = await httpClient.get('/api/customers', params);
|
|
109
|
+
logToolCall('list_customers', params, 'success', { count: customers.length });
|
|
110
|
+
if (customers.length === 0) {
|
|
111
|
+
return {
|
|
112
|
+
content: [
|
|
113
|
+
{
|
|
114
|
+
type: 'text',
|
|
115
|
+
text: 'No customers found matching the specified criteria.',
|
|
116
|
+
},
|
|
117
|
+
],
|
|
118
|
+
};
|
|
119
|
+
}
|
|
120
|
+
const customersList = customers
|
|
121
|
+
.map((c) => {
|
|
122
|
+
const primaryContact = c.contacts?.find((contact) => contact.isPrimary);
|
|
123
|
+
const contactInfo = primaryContact
|
|
124
|
+
? `\n Primary Contact: ${primaryContact.firstName} ${primaryContact.lastName} (${primaryContact.email})`
|
|
125
|
+
: `\n Contacts: ${c._count?.contacts || 0}`;
|
|
126
|
+
const sentiment = '★'.repeat(c.sentiment) + '☆'.repeat(5 - c.sentiment);
|
|
127
|
+
return `- ${c.companyName}${contactInfo}\n Sentiment: ${sentiment} (${c.sentiment}/5)\n Owner: ${c.owner || 'Unassigned'}\n ID: ${c.id}`;
|
|
128
|
+
})
|
|
129
|
+
.join('\n\n');
|
|
130
|
+
return {
|
|
131
|
+
content: [
|
|
132
|
+
{
|
|
133
|
+
type: 'text',
|
|
134
|
+
text: `Found ${customers.length} customer(s):\n\n${customersList}`,
|
|
135
|
+
},
|
|
136
|
+
],
|
|
137
|
+
};
|
|
138
|
+
}
|
|
139
|
+
async function createCustomer(params) {
|
|
140
|
+
const validated = createCustomerSchema.parse(params);
|
|
141
|
+
const customer = await httpClient.post('/api/customers', validated, 'create_customer');
|
|
142
|
+
logToolCall('create_customer', params, 'success', { customerId: customer.id });
|
|
143
|
+
const sentiment = '★'.repeat(customer.sentiment) + '☆'.repeat(5 - customer.sentiment);
|
|
144
|
+
return {
|
|
145
|
+
content: [
|
|
146
|
+
{
|
|
147
|
+
type: 'text',
|
|
148
|
+
text: `✓ Created customer: ${customer.companyName}\nSentiment: ${sentiment} (${customer.sentiment}/5)${customer.similarCompanies ? `\n\n⚠️ Similar companies exist:\n${customer.similarCompanies.map((c) => `- ${c.companyName}`).join('\n')}` : ''}`,
|
|
149
|
+
},
|
|
150
|
+
],
|
|
151
|
+
};
|
|
152
|
+
}
|
|
153
|
+
async function updateCustomer(params) {
|
|
154
|
+
const validated = updateCustomerSchema.parse(params);
|
|
155
|
+
const { customerId, ...updates } = validated;
|
|
156
|
+
const customer = await httpClient.patch(`/api/customers/${customerId}`, updates, 'update_customer');
|
|
157
|
+
logToolCall('update_customer', params, 'success', { customerId });
|
|
158
|
+
const sentiment = '★'.repeat(customer.sentiment) + '☆'.repeat(5 - customer.sentiment);
|
|
159
|
+
return {
|
|
160
|
+
content: [
|
|
161
|
+
{
|
|
162
|
+
type: 'text',
|
|
163
|
+
text: `✓ Updated customer: ${customer.companyName}\nSentiment: ${sentiment} (${customer.sentiment}/5)`,
|
|
164
|
+
},
|
|
165
|
+
],
|
|
166
|
+
};
|
|
167
|
+
}
|
|
168
|
+
async function addCustomerContact(params) {
|
|
169
|
+
const validated = createContactSchema.parse(params);
|
|
170
|
+
const contact = await httpClient.post('/api/contacts', validated, 'add_customer_contact');
|
|
171
|
+
logToolCall('add_customer_contact', params, 'success', { contactId: contact.id });
|
|
172
|
+
return {
|
|
173
|
+
content: [
|
|
174
|
+
{
|
|
175
|
+
type: 'text',
|
|
176
|
+
text: `✓ Added contact: ${contact.firstName} ${contact.lastName} (${contact.email}) to ${contact.customer?.companyName}`,
|
|
177
|
+
},
|
|
178
|
+
],
|
|
179
|
+
};
|
|
180
|
+
}
|
|
181
|
+
async function listCustomerContacts(params) {
|
|
182
|
+
const { customerId } = params;
|
|
183
|
+
const contacts = await httpClient.get('/api/contacts', { customerId });
|
|
184
|
+
logToolCall('list_customer_contacts', params, 'success', { count: contacts.length });
|
|
185
|
+
if (contacts.length === 0) {
|
|
186
|
+
return {
|
|
187
|
+
content: [
|
|
188
|
+
{
|
|
189
|
+
type: 'text',
|
|
190
|
+
text: 'No contacts found for this customer.',
|
|
191
|
+
},
|
|
192
|
+
],
|
|
193
|
+
};
|
|
194
|
+
}
|
|
195
|
+
const contactsList = contacts
|
|
196
|
+
.map((c) => `- ${c.firstName} ${c.lastName} (${c.email})${c.isPrimary ? ' ★ Primary' : ''}\n Role: ${c.role || 'N/A'}\n Phone: ${c.phone || 'N/A'}\n ID: ${c.id}`)
|
|
197
|
+
.join('\n\n');
|
|
198
|
+
return {
|
|
199
|
+
content: [
|
|
200
|
+
{
|
|
201
|
+
type: 'text',
|
|
202
|
+
text: `Found ${contacts.length} contact(s):\n\n${contactsList}`,
|
|
203
|
+
},
|
|
204
|
+
],
|
|
205
|
+
};
|
|
206
|
+
}
|
|
207
|
+
//# sourceMappingURL=customers.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
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