notifyme-csm-mcp 1.0.0

package/dist/index.js

@@ -0,0 +1,541 @@
+#!/usr/bin/env node
+/**
+ * NotifyMe CSM — MCP Server
+ *
+ * Exposes CSM data and actions to LLMs via the Model Context Protocol (stdio).
+ *
+ * Configuration (env vars):
+ *   CSM_API_TOKEN  — personal bearer token from Settings → API Tokens
+ *   CSM_BASE_URL   — defaults to prod Cloud Run URL
+ *
+ * Tools (full feature set):
+ *
+ * Companies
+ *   list_companies          — browse/filter companies
+ *   search_companies        — search by name / domain / email
+ *   get_company             — full profile + recent notes/reminders/meetings/emails
+ *   update_company          — update priority / state / tags
+ *
+ * Per-company sub-resources
+ *   list_notes              — all notes for a company
+ *   list_meetings           — all meetings for a company
+ *   list_emails             — all sent emails for a company
+ *   list_feature_requests   — feature requests from a company
+ *   get_activity            — activity log for a company
+ *
+ * Meetings
+ *   upcoming_meetings       — upcoming calendar meetings
+ *   log_meeting             — record a meeting on a company
+ *
+ * Emails
+ *   draft_email             — AI-generate an email draft
+ *   send_email              — send email via Gmail and log it
+ *
+ * Feature Requests
+ *   create_feature_request  — log a feature request
+ *
+ * Reminders
+ *   list_reminders          — overdue + due-today follow-ups
+ *   create_reminder         — set a follow-up with due date
+ *   complete_reminder       — mark a reminder done
+ *
+ * Dashboard
+ *   get_dashboard           — at-risk merchants
+ *   get_stats               — full dashboard stats
+ *
+ * Kanban
+ *   list_kanban_columns     — list pipeline columns
+ *   move_to_column          — move a company to a pipeline column
+ */
+import { Server } from "@modelcontextprotocol/sdk/server/index.js";
+import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { CallToolRequestSchema, ListToolsRequestSchema, } from "@modelcontextprotocol/sdk/types.js";
+const BASE_URL = process.env.CSM_BASE_URL ??
+    "https://notify-me-csm-44700630095.us-central1.run.app";
+const TOKEN = process.env.CSM_API_TOKEN ?? "";
+if (!TOKEN) {
+    console.error("[notifyme-mcp] CSM_API_TOKEN is not set. Exiting.");
+    process.exit(1);
+}
+// ── HTTP helper ────────────────────────────────────────────────────────────
+async function api(method, path, body) {
+    const url = `${BASE_URL}/api/mcp${path}`;
+    const res = await fetch(url, {
+        method,
+        headers: {
+            Authorization: `Bearer ${TOKEN}`,
+            "Content-Type": "application/json",
+        },
+        body: body != null ? JSON.stringify(body) : undefined,
+    });
+    if (!res.ok) {
+        const text = await res.text().catch(() => res.statusText);
+        throw new Error(`CSM API error ${res.status}: ${text}`);
+    }
+    return res.json();
+}
+// ── Tool definitions ───────────────────────────────────────────────────────
+const TOOLS = [
+    // ── Companies ────────────────────────────────────────────────────────────
+    {
+        name: "list_companies",
+        description: "Browse or filter all companies in the CSM. Supports optional filters for type and stage/state. Use search_companies for name/domain lookups.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                type: {
+                    type: "string",
+                    enum: ["agency", "merchant", "app_partner", "technology_partner", "media", "investor", "other"],
+                    description: "Filter by company type (optional)",
+                },
+                stage: { type: "string", description: "Filter by state/stage (optional, e.g. 'active', 'churned')" },
+                limit: { type: "number", description: "Max results (default 25, max 100)" },
+            },
+            required: [],
+        },
+    },
+    {
+        name: "search_companies",
+        description: "Search NotifyMe CSM companies (agencies, merchants, partners) by name, domain, or email. Always call this first to find the company id before calling get_company.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                q: { type: "string", description: "Search query (name, domain, or email)" },
+                type: {
+                    type: "string",
+                    enum: ["agency", "merchant", "app_partner", "technology_partner", "media", "investor", "other"],
+                    description: "Filter by company type (optional)",
+                },
+                limit: { type: "number", description: "Max results (default 10, max 50)" },
+            },
+            required: ["q"],
+        },
+    },
+    {
+        name: "get_company",
+        description: "Get the full profile for a company by its CSM id, including recent notes, open reminders, recent meetings, and recent emails. Use search_companies first to find the id.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                id: { type: "number", description: "Company id (from search_companies or list_companies)" },
+            },
+            required: ["id"],
+        },
+    },
+    {
+        name: "update_company",
+        description: "Update a company's priority, state, or tags. All fields are optional — only pass what you want to change.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                id: { type: "number", description: "Company id" },
+                priority: { type: "string", enum: ["p1", "p2", "p3"], description: "Priority tier" },
+                state: { type: "string", description: "State/stage (e.g. 'active', 'churned')" },
+                tags: { type: "array", items: { type: "string" }, description: "Tags array (replaces existing)" },
+            },
+            required: ["id"],
+        },
+    },
+    // ── Per-company sub-resources ─────────────────────────────────────────────
+    {
+        name: "list_notes",
+        description: "List all notes for a company. Use get_company for a quick snapshot; use this for deeper history.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                limit: { type: "number", description: "Max results (default 20, max 100)" },
+            },
+            required: ["companyId"],
+        },
+    },
+    {
+        name: "list_meetings",
+        description: "List meetings for a specific company, most recent first.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                limit: { type: "number", description: "Max results (default 10, max 50)" },
+            },
+            required: ["companyId"],
+        },
+    },
+    {
+        name: "list_emails",
+        description: "List emails sent to a company, most recent first.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                limit: { type: "number", description: "Max results (default 20, max 100)" },
+            },
+            required: ["companyId"],
+        },
+    },
+    {
+        name: "list_feature_requests",
+        description: "List feature requests submitted for a company.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+            },
+            required: ["companyId"],
+        },
+    },
+    {
+        name: "get_activity",
+        description: "Get the activity log for a company (notes, meetings, emails, reminders).",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                limit: { type: "number", description: "Max results (default 20, max 100)" },
+            },
+            required: ["companyId"],
+        },
+    },
+    // ── Notes ─────────────────────────────────────────────────────────────────
+    {
+        name: "add_note",
+        description: "Add a note to a company in the CSM. Use this after a meeting, call, or any interaction worth logging.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id (from search_companies)" },
+                content: { type: "string", description: "Note content (plain text, up to 10,000 chars)" },
+            },
+            required: ["companyId", "content"],
+        },
+    },
+    // ── Meetings ──────────────────────────────────────────────────────────────
+    {
+        name: "upcoming_meetings",
+        description: "List upcoming calendar meetings (future scheduled meetings across all companies).",
+        inputSchema: {
+            type: "object",
+            properties: {
+                limit: { type: "number", description: "Max results (default 10, max 50)" },
+            },
+            required: [],
+        },
+    },
+    {
+        name: "log_meeting",
+        description: "Log a meeting on a company (past or future). Use this to record meetings that happened.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                title: { type: "string", description: "Meeting title/subject" },
+                scheduledAt: { type: "string", description: "ISO 8601 datetime e.g. 2026-06-01T14:00:00Z" },
+                summary: { type: "string", description: "Meeting summary or notes (optional)" },
+                duration: { type: "number", description: "Duration in minutes (optional)" },
+            },
+            required: ["companyId", "title", "scheduledAt"],
+        },
+    },
+    // ── Emails ────────────────────────────────────────────────────────────────
+    {
+        name: "draft_email",
+        description: "AI-generate a personalized email draft for a company. Returns subject + body. Use send_email to send it afterward.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                emailType: {
+                    type: "string",
+                    enum: ["follow_up", "onboarding", "roi_improvement", "expansion", "general"],
+                    description: "Type of email to generate",
+                },
+                userPrompt: { type: "string", description: "Additional context or instructions for the AI (optional)" },
+            },
+            required: ["companyId", "emailType"],
+        },
+    },
+    {
+        name: "send_email",
+        description: "Send an email to a company via Gmail and log it in the CSM. Uses the company's contact email unless recipients is provided.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                subject: { type: "string", description: "Email subject" },
+                body: { type: "string", description: "Email body (plain text or HTML)" },
+                emailType: {
+                    type: "string",
+                    enum: ["follow_up", "onboarding", "roi_improvement", "expansion", "general"],
+                    description: "Email category for logging (default: general)",
+                },
+                recipients: { type: "array", items: { type: "string" }, description: "Override recipient emails (optional)" },
+            },
+            required: ["companyId", "subject", "body"],
+        },
+    },
+    // ── Feature Requests ─────────────────────────────────────────────────────
+    {
+        name: "create_feature_request",
+        description: "Log a feature request from a company.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                title: { type: "string", description: "Short feature request title" },
+                description: { type: "string", description: "Detailed description (up to 5,000 chars)" },
+                priority: { type: "string", enum: ["low", "medium", "high"], description: "Priority (default: medium)" },
+            },
+            required: ["companyId", "title", "description"],
+        },
+    },
+    // ── Reminders ─────────────────────────────────────────────────────────────
+    {
+        name: "list_reminders",
+        description: "List the current user's overdue and due-today follow-up reminders. Useful for a morning briefing or checking what needs attention.",
+        inputSchema: {
+            type: "object",
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: "create_reminder",
+        description: "Create a follow-up reminder for a company. The reminder will appear in the Priority Follow-ups widget on the dashboard.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                message: { type: "string", description: "Reminder message (what to do)" },
+                dueAt: { type: "string", description: "ISO 8601 datetime e.g. 2026-06-01T09:00:00Z" },
+            },
+            required: ["companyId", "message", "dueAt"],
+        },
+    },
+    {
+        name: "complete_reminder",
+        description: "Mark a reminder as completed. Use after you've handled a follow-up.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                id: { type: "number", description: "Reminder id (from list_reminders)" },
+            },
+            required: ["id"],
+        },
+    },
+    // ── Dashboard ─────────────────────────────────────────────────────────────
+    {
+        name: "get_dashboard",
+        description: "Get at-risk merchants from the CSM dashboard — merchants whose activity or spend signals they may churn.",
+        inputSchema: {
+            type: "object",
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: "get_stats",
+        description: "Get full dashboard stats: total companies, active merchants, at-risk count, open reminders, upcoming meetings, recent activity, and more.",
+        inputSchema: {
+            type: "object",
+            properties: {},
+            required: [],
+        },
+    },
+    // ── Kanban ────────────────────────────────────────────────────────────────
+    {
+        name: "list_kanban_columns",
+        description: "List all pipeline (Kanban) columns and their positions. Use move_to_column to move companies.",
+        inputSchema: {
+            type: "object",
+            properties: {},
+            required: [],
+        },
+    },
+    {
+        name: "move_to_column",
+        description: "Move a company to a specific pipeline (Kanban) column. Creates a card if none exists.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "Company id" },
+                columnId: { type: "number", description: "Target column id (from list_kanban_columns)" },
+            },
+            required: ["companyId", "columnId"],
+        },
+    },
+];
+// ── Server setup ───────────────────────────────────────────────────────────
+const server = new Server({ name: "notifyme-csm", version: "2.0.0" }, { capabilities: { tools: {} } });
+server.setRequestHandler(ListToolsRequestSchema, async () => ({
+    tools: TOOLS.map((t) => ({
+        name: t.name,
+        description: t.description,
+        inputSchema: t.inputSchema,
+    })),
+}));
+server.setRequestHandler(CallToolRequestSchema, async (request) => {
+    const { name, arguments: args } = request.params;
+    try {
+        let data;
+        switch (name) {
+            // ── Companies ──────────────────────────────────────────────────────────
+            case "list_companies": {
+                const { type, stage, limit } = args;
+                const params = new URLSearchParams();
+                if (type)
+                    params.set("type", type);
+                if (stage)
+                    params.set("stage", stage);
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies?${params}`);
+                break;
+            }
+            case "search_companies": {
+                const { q, type, limit } = args;
+                const params = new URLSearchParams({ q });
+                if (type)
+                    params.set("type", type);
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies/search?${params}`);
+                break;
+            }
+            case "get_company": {
+                const { id } = args;
+                data = await api("GET", `/companies/${id}`);
+                break;
+            }
+            case "update_company": {
+                const { id, ...updates } = args;
+                data = await api("PATCH", `/companies/${id}`, updates);
+                break;
+            }
+            // ── Per-company sub-resources ──────────────────────────────────────────
+            case "list_notes": {
+                const { companyId, limit } = args;
+                const params = new URLSearchParams();
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies/${companyId}/notes?${params}`);
+                break;
+            }
+            case "list_meetings": {
+                const { companyId, limit } = args;
+                const params = new URLSearchParams();
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies/${companyId}/meetings?${params}`);
+                break;
+            }
+            case "list_emails": {
+                const { companyId, limit } = args;
+                const params = new URLSearchParams();
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies/${companyId}/emails?${params}`);
+                break;
+            }
+            case "list_feature_requests": {
+                const { companyId } = args;
+                data = await api("GET", `/companies/${companyId}/feature-requests`);
+                break;
+            }
+            case "get_activity": {
+                const { companyId, limit } = args;
+                const params = new URLSearchParams();
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/companies/${companyId}/activity?${params}`);
+                break;
+            }
+            // ── Notes ──────────────────────────────────────────────────────────────
+            case "add_note": {
+                const { companyId, content } = args;
+                data = await api("POST", "/notes", { companyId, content });
+                break;
+            }
+            // ── Meetings ───────────────────────────────────────────────────────────
+            case "upcoming_meetings": {
+                const { limit } = args;
+                const params = new URLSearchParams();
+                if (limit)
+                    params.set("limit", String(limit));
+                data = await api("GET", `/meetings/upcoming?${params}`);
+                break;
+            }
+            case "log_meeting": {
+                const { companyId, title, scheduledAt, summary, duration } = args;
+                data = await api("POST", "/meetings", { companyId, title, scheduledAt, summary, duration });
+                break;
+            }
+            // ── Emails ─────────────────────────────────────────────────────────────
+            case "draft_email": {
+                const { companyId, emailType, userPrompt } = args;
+                data = await api("POST", "/emails/draft", { companyId, emailType, userPrompt });
+                break;
+            }
+            case "send_email": {
+                const { companyId, subject, body, emailType, recipients } = args;
+                data = await api("POST", "/emails/send", { companyId, subject, body, emailType, recipients });
+                break;
+            }
+            // ── Feature Requests ───────────────────────────────────────────────────
+            case "create_feature_request": {
+                const { companyId, title, description, priority } = args;
+                data = await api("POST", "/feature-requests", { companyId, title, description, priority });
+                break;
+            }
+            // ── Reminders ──────────────────────────────────────────────────────────
+            case "list_reminders": {
+                data = await api("GET", "/reminders");
+                break;
+            }
+            case "create_reminder": {
+                const { companyId, message, dueAt } = args;
+                data = await api("POST", "/reminders", { companyId, message, dueAt });
+                break;
+            }
+            case "complete_reminder": {
+                const { id } = args;
+                data = await api("POST", `/reminders/${id}/complete`, {});
+                break;
+            }
+            // ── Dashboard ──────────────────────────────────────────────────────────
+            case "get_dashboard": {
+                data = await api("GET", "/dashboard");
+                break;
+            }
+            case "get_stats": {
+                data = await api("GET", "/stats");
+                break;
+            }
+            // ── Kanban ─────────────────────────────────────────────────────────────
+            case "list_kanban_columns": {
+                data = await api("GET", "/kanban/columns");
+                break;
+            }
+            case "move_to_column": {
+                const { companyId, columnId } = args;
+                data = await api("POST", "/kanban/move", { companyId, columnId });
+                break;
+            }
+            default:
+                throw new Error(`Unknown tool: ${name}`);
+        }
+        return {
+            content: [{ type: "text", text: JSON.stringify(data, null, 2) }],
+        };
+    }
+    catch (err) {
+        const message = err instanceof Error ? err.message : String(err);
+        return {
+            content: [{ type: "text", text: `Error: ${message}` }],
+            isError: true,
+        };
+    }
+});
+// ── Start ──────────────────────────────────────────────────────────────────
+const transport = new StdioServerTransport();
+await server.connect(transport);
+console.error("[notifyme-mcp] MCP server running on stdio");

package/package.json

@@ -0,0 +1,41 @@
+{
+  "name": "notifyme-csm-mcp",
+  "version": "1.0.0",
+  "description": "NotifyMe CSM — MCP server for LLM integrations (Claude Code, Cursor, etc.)",
+  "type": "module",
+  "main": "dist/index.js",
+  "bin": {
+    "notifyme-csm-mcp": "dist/index.js"
+  },
+  "files": [
+    "dist"
+  ],
+  "publishConfig": {
+    "access": "public"
+  },
+  "scripts": {
+    "build": "tsc",
+    "dev": "tsx src/index.ts",
+    "start": "node dist/index.js",
+    "prepublishOnly": "npm run build"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.29.0",
+    "zod": "^3.25.76"
+  },
+  "devDependencies": {
+    "@types/node": "^22.19.19",
+    "tsx": "^4.22.3",
+    "typescript": "^5.9.3"
+  },
+  "engines": {
+    "node": ">=18"
+  },
+  "keywords": [
+    "mcp",
+    "claude",
+    "notifyme",
+    "csm"
+  ],
+  "license": "UNLICENSED"
+}