nexup-mcp-server 1.0.0

package/dist/tools/prospects.js

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+import { httpClient } from '../client/http-client.js';
+import { logToolCall } from '../utils/logger.js';
+import { formatError } from '../utils/errors.js';
+import { createProspectSchema, updateProspectSchema, createContactSchema, recordTouchpointSchema, createProspectWithContactSchema, } from '../validation/schemas.js';
+export const prospectTools = [
+    {
+        name: 'list_prospects',
+        description: 'List and search prospects (companies) in the CRM. Can filter by company name, status, priority, or owner.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                search: { type: 'string', description: 'Search by company name, industry, or contact name/email (optional)' },
+                status: { type: 'string', enum: ['new', 'contacted', 'qualified', 'interested', 'unresponsive', 'lost', 'converted'], description: 'Filter by status (optional)' },
+                priority: { type: 'string', enum: ['low', 'medium', 'high'], description: 'Filter by priority (optional)' },
+                owner: { type: 'string', description: 'Filter by owner (optional)' },
+            },
+            required: [],
+        },
+    },
+    {
+        name: 'create_prospect',
+        description: 'Create a new prospect company in the CRM. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                companyName: { type: 'string', description: 'Company name' },
+                address: { type: 'string', description: 'Company address (optional)' },
+                industry: { type: 'string', description: 'Industry (optional)' },
+                website: { type: 'string', description: 'Website URL (optional)' },
+                priority: { type: 'string', enum: ['low', 'medium', 'high'], description: 'Priority level' },
+                status: { type: 'string', enum: ['new', 'contacted', 'qualified', 'interested', 'unresponsive', 'lost', 'converted'], description: 'Prospect status' },
+                eventMetAt: { type: 'string', description: 'Event where prospect was met (optional)' },
+                nextAction: { type: 'string', description: 'Next action to take (optional)' },
+                nextActionDueDate: { type: 'string', description: 'Due date for next action (ISO format, optional)' },
+                owner: { type: 'string', description: 'Prospect owner/assignee (optional)' },
+                notes: { type: 'string', description: 'Additional notes (optional)' },
+            },
+            required: ['companyName'],
+        },
+    },
+    {
+        name: 'update_prospect',
+        description: 'Update an existing prospect company. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                prospectId: { type: 'string', description: 'Prospect ID to update' },
+                companyName: { type: 'string', description: 'Company name (optional)' },
+                address: { type: 'string', description: 'Company address (optional)' },
+                industry: { type: 'string', description: 'Industry (optional)' },
+                website: { type: 'string', description: 'Website URL (optional)' },
+                priority: { type: 'string', enum: ['low', 'medium', 'high'], description: 'Priority level (optional)' },
+                status: { type: 'string', enum: ['new', 'contacted', 'qualified', 'interested', 'unresponsive', 'lost', 'converted'], description: 'Prospect status (optional)' },
+                nextAction: { type: 'string', description: 'Next action to take (optional)' },
+                nextActionDueDate: { type: 'string', description: 'Due date for next action (ISO format, optional)' },
+                owner: { type: 'string', description: 'Prospect owner/assignee (optional)' },
+                notes: { type: 'string', description: 'Additional notes (optional)' },
+            },
+            required: ['prospectId'],
+        },
+    },
+    {
+        name: 'add_prospect_contact',
+        description: 'Add a person/contact to a prospect company. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                prospectId: { type: 'string', description: 'Prospect company ID' },
+                firstName: { type: 'string', description: 'First name' },
+                lastName: { type: 'string', description: 'Last name' },
+                email: { type: 'string', description: 'Email address' },
+                phone: { type: 'string', description: 'Phone number (optional)' },
+                role: { type: 'string', description: 'Job title/role (optional)' },
+                isPrimary: { type: 'boolean', description: 'Is this the primary contact? (optional, default: false)' },
+                notes: { type: 'string', description: 'Additional notes (optional)' },
+            },
+            required: ['prospectId', 'firstName', 'lastName', 'email'],
+        },
+    },
+    {
+        name: 'list_prospect_contacts',
+        description: 'List all contacts/people associated with a prospect company.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                prospectId: { type: 'string', description: 'Prospect company ID' },
+            },
+            required: ['prospectId'],
+        },
+    },
+    {
+        name: 'record_touchpoint',
+        description: 'Record an interaction/touchpoint with a prospect. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                prospectId: { type: 'string', description: 'Prospect company ID' },
+                contactId: { type: 'string', description: 'Specific contact ID if touchpoint was with a particular person (optional)' },
+                type: { type: 'string', enum: ['email', 'call', 'meeting', 'linkedin', 'other'], description: 'Type of interaction' },
+                date: { type: 'string', description: 'Date of interaction (ISO format)' },
+                summary: { type: 'string', description: 'Summary of interaction (optional)' },
+                outcome: { type: 'string', enum: ['positive', 'neutral', 'negative', 'no_response'], description: 'Outcome (optional)' },
+            },
+            required: ['prospectId', 'type', 'date'],
+        },
+    },
+    {
+        name: 'list_touchpoints',
+        description: 'List touchpoints (interactions) for a prospect or all touchpoints',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                prospectId: { type: 'string', description: 'Prospect ID (optional - lists all if omitted)' },
+            },
+        },
+    },
+    {
+        name: 'create_prospect_with_contact',
+        description: 'Create a prospect company and add a contact person in one operation. Ideal for business cards scanned by Claude. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                companyName: { type: 'string', description: 'Company name' },
+                address: { type: 'string', description: 'Company address (optional)' },
+                industry: { type: 'string', description: 'Industry (optional)' },
+                website: { type: 'string', description: 'Website URL (optional)' },
+                priority: { type: 'string', enum: ['low', 'medium', 'high'], description: 'Priority (default: medium)' },
+                eventMetAt: { type: 'string', description: 'Event where met (optional)' },
+                notes: { type: 'string', description: 'Company notes (optional)' },
+                contactFirstName: { type: 'string', description: 'Contact first name' },
+                contactLastName: { type: 'string', description: 'Contact last name' },
+                contactEmail: { type: 'string', description: 'Contact email' },
+                contactPhone: { type: 'string', description: 'Contact phone (optional)' },
+                contactRole: { type: 'string', description: 'Contact job title/role (optional)' },
+            },
+            required: ['companyName', 'contactFirstName', 'contactLastName', 'contactEmail'],
+        },
+    },
+];
+export async function handleProspectTool(toolName, params) {
+    try {
+        switch (toolName) {
+            case 'list_prospects':
+                return await listProspects(params);
+            case 'create_prospect':
+                return await createProspect(params);
+            case 'update_prospect':
+                return await updateProspect(params);
+            case 'add_prospect_contact':
+                return await addProspectContact(params);
+            case 'list_prospect_contacts':
+                return await listProspectContacts(params);
+            case 'record_touchpoint':
+                return await recordTouchpoint(params);
+            case 'list_touchpoints':
+                return await listTouchpoints(params);
+            case 'create_prospect_with_contact':
+                return await createProspectWithContact(params);
+            default:
+                throw new Error(`Unknown prospect tool: ${toolName}`);
+        }
+    }
+    catch (error) {
+        logToolCall(toolName, params, 'error', { error: formatError(error) });
+        throw error;
+    }
+}
+async function listProspects(params) {
+    const prospects = await httpClient.get('/api/prospects', params);
+    logToolCall('list_prospects', params, 'success', { count: prospects.length });
+    if (prospects.length === 0) {
+        return {
+            content: [
+                {
+                    type: 'text',
+                    text: 'No prospects found matching the specified criteria.',
+                },
+            ],
+        };
+    }
+    const prospectsList = prospects
+        .map((p) => {
+        const primaryContact = p.contacts?.find((c) => c.isPrimary);
+        const contactInfo = primaryContact
+            ? `\n  Primary Contact: ${primaryContact.firstName} ${primaryContact.lastName} (${primaryContact.email})`
+            : `\n  Contacts: ${p._count?.contacts || 0}`;
+        return `- ${p.companyName}${contactInfo}\n  Status: ${p.status} | Priority: ${p.priority}\n  Owner: ${p.owner || 'Unassigned'}\n  ID: ${p.id}`;
+    })
+        .join('\n\n');
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `Found ${prospects.length} prospect(s):\n\n${prospectsList}`,
+            },
+        ],
+    };
+}
+async function createProspect(params) {
+    const validated = createProspectSchema.parse(params);
+    const prospect = await httpClient.post('/api/prospects', validated, 'create_prospect');
+    logToolCall('create_prospect', params, 'success', { prospectId: prospect.id });
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Created prospect company: ${prospect.companyName}${prospect.similarCompanies ? `\n\n⚠️  Similar companies exist:\n${prospect.similarCompanies.map((c) => `- ${c.companyName}`).join('\n')}` : ''}`,
+            },
+        ],
+    };
+}
+async function updateProspect(params) {
+    const validated = updateProspectSchema.parse(params);
+    const { prospectId, ...updates } = validated;
+    const prospect = await httpClient.patch(`/api/prospects/${prospectId}`, updates, 'update_prospect');
+    logToolCall('update_prospect', params, 'success', { prospectId });
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Updated prospect: ${prospect.companyName}`,
+            },
+        ],
+    };
+}
+async function addProspectContact(params) {
+    const validated = createContactSchema.parse(params);
+    const contact = await httpClient.post('/api/contacts', validated, 'add_prospect_contact');
+    logToolCall('add_prospect_contact', params, 'success', { contactId: contact.id });
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Added contact: ${contact.firstName} ${contact.lastName} (${contact.email}) to ${contact.prospect?.companyName}`,
+            },
+        ],
+    };
+}
+async function listProspectContacts(params) {
+    const { prospectId } = params;
+    const contacts = await httpClient.get('/api/contacts', { prospectId });
+    logToolCall('list_prospect_contacts', params, 'success', { count: contacts.length });
+    if (contacts.length === 0) {
+        return {
+            content: [
+                {
+                    type: 'text',
+                    text: 'No contacts found for this prospect.',
+                },
+            ],
+        };
+    }
+    const contactsList = contacts
+        .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}`)
+        .join('\n\n');
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `Found ${contacts.length} contact(s):\n\n${contactsList}`,
+            },
+        ],
+    };
+}
+async function recordTouchpoint(params) {
+    const validated = recordTouchpointSchema.parse(params);
+    const touchpoint = await httpClient.post('/api/touchpoints', {
+        prospectId: validated.prospectId,
+        contactId: validated.contactId,
+        type: validated.type,
+        date: validated.date,
+        summary: validated.summary,
+        outcome: validated.outcome,
+    }, 'record_touchpoint');
+    logToolCall('record_touchpoint', params, 'success', { touchpointId: touchpoint.id });
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Recorded ${touchpoint.type} touchpoint${touchpoint.summary ? ': ' + touchpoint.summary : ''}`,
+            },
+        ],
+    };
+}
+async function createProspectWithContact(params) {
+    const validated = createProspectWithContactSchema.parse(params);
+    const result = await httpClient.post('/api/prospects/with-contact', validated, 'create_prospect_with_contact');
+    logToolCall('create_prospect_with_contact', params, 'success', {
+        prospectId: result.prospect.id,
+        contactId: result.contact.id,
+    });
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Added ${result.contact.firstName} ${result.contact.lastName} at ${result.prospect.companyName}\n  Email: ${result.contact.email}${result.contact.phone ? `\n  Phone: ${result.contact.phone}` : ''}${result.contact.role ? `\n  Role: ${result.contact.role}` : ''}${result.similarCompanies ? `\n\n⚠️  Similar companies exist:\n${result.similarCompanies.map((c) => `- ${c.companyName}`).join('\n')}` : ''}`,
+            },
+        ],
+    };
+}
+async function listTouchpoints(params) {
+    const queryParams = {};
+    if (params.prospectId)
+        queryParams.prospectId = params.prospectId;
+    const touchpoints = await httpClient.get('/api/touchpoints', queryParams);
+    logToolCall('list_touchpoints', params, 'success', { count: touchpoints.length });
+    if (touchpoints.length === 0) {
+        return {
+            content: [{
+                    type: 'text',
+                    text: params.prospectId
+                        ? 'No touchpoints found for this prospect.'
+                        : 'No touchpoints found.',
+                }],
+        };
+    }
+    let response = `Found ${touchpoints.length} touchpoint(s):\n\n`;
+    touchpoints.forEach((t, index) => {
+        response += `${index + 1}. ${t.type.toUpperCase()} - ${t.prospect?.companyName || 'Unknown'}\n`;
+        response += `   Date: ${new Date(t.date).toLocaleDateString()}\n`;
+        if (t.summary) {
+            response += `   Summary: ${t.summary.substring(0, 100)}${t.summary.length > 100 ? '...' : ''}\n`;
+        }
+        if (t.outcome) {
+            response += `   Outcome: ${t.outcome}\n`;
+        }
+        response += `   ID: ${t.id}\n\n`;
+    });
+    return {
+        content: [{
+                type: 'text',
+                text: response,
+            }],
+    };
+}
+//# sourceMappingURL=prospects.js.map

package/dist/tools/prospects.js.map

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package/dist/tools/tickets.d.ts

@@ -0,0 +1,83 @@
+export declare const ticketTools: ({
+    name: string;
+    description: string;
+    inputSchema: {
+        type: string;
+        properties: {
+            customerId: {
+                type: string;
+                description: string;
+            };
+            title: {
+                type: string;
+                description: string;
+            };
+            description: {
+                type: string;
+                description: string;
+            };
+            priority: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            assignee: {
+                type: string;
+                description: string;
+            };
+            dueDate: {
+                type: string;
+                description: string;
+            };
+            status?: undefined;
+            ticketId?: undefined;
+        };
+        required: string[];
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: string;
+        properties: {
+            customerId: {
+                type: string;
+                description: string;
+            };
+            status: {
+                type: string;
+                enum: string[];
+                description: string;
+            };
+            title?: undefined;
+            description?: undefined;
+            priority?: undefined;
+            assignee?: undefined;
+            dueDate?: undefined;
+            ticketId?: undefined;
+        };
+        required?: undefined;
+    };
+} | {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: string;
+        properties: {
+            ticketId: {
+                type: string;
+                description: string;
+            };
+            customerId?: undefined;
+            title?: undefined;
+            description?: undefined;
+            priority?: undefined;
+            assignee?: undefined;
+            dueDate?: undefined;
+            status?: undefined;
+        };
+        required: string[];
+    };
+})[];
+export declare function handleTicketTool(toolName: string, params: any): Promise<any>;
+//# sourceMappingURL=tickets.d.ts.map

package/dist/tools/tickets.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"tickets.d.ts","sourceRoot":"","sources":["../../src/tools/tickets.ts"],"names":[],"mappings":"AAOA,eAAO,MAAM,WAAW;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;IAuCvB,CAAC;AAEF,wBAAsB,gBAAgB,CAAC,QAAQ,EAAE,MAAM,EAAE,MAAM,EAAE,GAAG,GAAG,OAAO,CAAC,GAAG,CAAC,CAgBlF"}

package/dist/tools/tickets.js

@@ -0,0 +1,171 @@
+import { httpClient } from '../client/http-client.js';
+import { logToolCall } from '../utils/logger.js';
+import { formatError } from '../utils/errors.js';
+import { createLinearTicketSchema, } from '../validation/schemas.js';
+export const ticketTools = [
+    {
+        name: 'create_linear_ticket',
+        description: 'Create a task/ticket linked to a customer. Requires user confirmation before execution.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                customerId: { type: 'string', description: 'Customer ID' },
+                title: { type: 'string', description: 'Ticket title' },
+                description: { type: 'string', description: 'Ticket description (optional)' },
+                priority: { type: 'string', enum: ['low', 'medium', 'high', 'urgent'], description: 'Priority level (default: medium)' },
+                assignee: { type: 'string', description: 'Person assigned to ticket (optional)' },
+                dueDate: { type: 'string', description: 'Due date (ISO format, optional)' },
+            },
+            required: ['customerId', 'title'],
+        },
+    },
+    {
+        name: 'list_tickets',
+        description: 'List Linear tickets with optional filters',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                customerId: { type: 'string', description: 'Filter by customer' },
+                status: { type: 'string', enum: ['backlog', 'todo', 'in_progress', 'done', 'cancelled'], description: 'Filter by status' },
+            },
+        },
+    },
+    {
+        name: 'get_ticket',
+        description: 'Get a specific ticket by ID',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                ticketId: { type: 'string', description: 'Ticket ID' },
+            },
+            required: ['ticketId'],
+        },
+    },
+];
+export async function handleTicketTool(toolName, params) {
+    try {
+        switch (toolName) {
+            case 'create_linear_ticket':
+                return await createLinearTicket(params);
+            case 'list_tickets':
+                return await listTickets(params);
+            case 'get_ticket':
+                return await getTicket(params);
+            default:
+                throw new Error(`Unknown ticket tool: ${toolName}`);
+        }
+    }
+    catch (error) {
+        logToolCall(toolName, params, 'error', { error: formatError(error) });
+        throw error;
+    }
+}
+async function createLinearTicket(params) {
+    const validated = createLinearTicketSchema.parse(params);
+    const ticket = await httpClient.post('/api/tickets', validated, 'create_linear_ticket');
+    logToolCall('create_linear_ticket', params, 'success', { ticketId: ticket.id });
+    const priorityEmoji = {
+        low: '🔵',
+        medium: '🟡',
+        high: '🟠',
+        urgent: '🔴',
+    };
+    return {
+        content: [
+            {
+                type: 'text',
+                text: `✓ Created ticket for ${ticket.customer?.companyName || 'customer'}\n${priorityEmoji[ticket.priority]} ${ticket.priority.toUpperCase()}: ${ticket.title}`,
+            },
+        ],
+    };
+}
+async function listTickets(params) {
+    const queryParams = {};
+    if (params.customerId)
+        queryParams.customerId = params.customerId;
+    if (params.status)
+        queryParams.status = params.status;
+    const tickets = await httpClient.get('/api/tickets', queryParams);
+    logToolCall('list_tickets', params, 'success', { count: tickets.length });
+    if (tickets.length === 0) {
+        return {
+            content: [{
+                    type: 'text',
+                    text: params.customerId
+                        ? 'No tickets found for this customer.'
+                        : 'No tickets found.',
+                }],
+        };
+    }
+    const priorityEmoji = {
+        low: '🔵',
+        medium: '🟡',
+        high: '🟠',
+        urgent: '🔴',
+    };
+    let response = `Found ${tickets.length} ticket(s):\n\n`;
+    tickets.forEach((t, index) => {
+        response += `${index + 1}. ${priorityEmoji[t.priority]} ${t.title}\n`;
+        response += `   Customer: ${t.customer?.companyName || 'Unknown'}\n`;
+        response += `   Status: ${t.status}\n`;
+        response += `   Priority: ${t.priority}\n`;
+        if (t.assignee) {
+            response += `   Assignee: ${t.assignee}\n`;
+        }
+        if (t.dueDate) {
+            response += `   Due: ${new Date(t.dueDate).toLocaleDateString()}\n`;
+        }
+        response += `   ID: ${t.id}\n\n`;
+    });
+    return {
+        content: [{
+                type: 'text',
+                text: response,
+            }],
+    };
+}
+async function getTicket(params) {
+    const tickets = await httpClient.get('/api/tickets');
+    const ticket = tickets.find((t) => t.id === params.ticketId);
+    if (!ticket) {
+        return {
+            content: [{
+                    type: 'text',
+                    text: 'Ticket not found.',
+                }],
+        };
+    }
+    logToolCall('get_ticket', params, 'success', { ticketId: ticket.id });
+    const priorityEmoji = {
+        low: '🔵',
+        medium: '🟡',
+        high: '🟠',
+        urgent: '🔴',
+    };
+    let response = `Ticket Details\n${'='.repeat(50)}\n\n`;
+    response += `${priorityEmoji[ticket.priority]} ${ticket.title}\n\n`;
+    response += `Customer: ${ticket.customer?.companyName || 'Unknown'}\n`;
+    response += `Status: ${ticket.status}\n`;
+    response += `Priority: ${ticket.priority}\n`;
+    if (ticket.assignee) {
+        response += `Assignee: ${ticket.assignee}\n`;
+    }
+    if (ticket.dueDate) {
+        response += `Due Date: ${new Date(ticket.dueDate).toLocaleDateString()}\n`;
+    }
+    if (ticket.linearId) {
+        response += `Linear ID: ${ticket.linearId}\n`;
+    }
+    response += `Created: ${new Date(ticket.createdAt).toLocaleDateString()}\n`;
+    response += `ID: ${ticket.id}\n`;
+    if (ticket.description) {
+        response += `\nDescription:\n${ticket.description}\n`;
+    }
+    return {
+        content: [{
+                type: 'text',
+                text: response,
+            }],
+    };
+}
+//# sourceMappingURL=tickets.js.map

package/dist/tools/tickets.js.map

@@ -0,0 +1 @@
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