notifyme-csm-mcp 1.0.13 → 1.0.15

package/dist/index.js

@@ -465,6 +465,7 @@ const TOOLS = [
                 endDate: { type: "string", description: "YYYY-MM-DD inclusive; passing dates implies timeframe=custom (server-TZ)." },
                 channel: { type: "string", enum: ["email", "linkedin", "call", "whatsapp", "other"], description: "Narrow approached+replied to one channel." },
                 tags: { type: "array", items: { type: "string" }, description: "Only companies carrying ALL of these tags." },
+                targetUniverseSize: { type: "number", description: "Optional: size of the addressable target universe (e.g. Shopify Plus stores). When provided, totalCoverage.generationCoveragePct = totalLeadsGenerated / targetUniverseSize." },
             },
         },
     },
@@ -527,6 +528,25 @@ const TOOLS = [
             required: ["companyId", "channel"],
         },
     },
+    {
+        name: "record_outreach_send",
+        description: "Log an outreach send as ONE write-through: resolve the recipient email to a company — creating a PROVISIONAL company (needsVerification=true) if the recipient is unknown — log the first-message body, ADD the campaign reason (does NOT replace existing reasons), and advance the company's pipeline stage Backlog → Approached. Use this when an outreach email is drafted/sent so the CRM reflects it without manual create_company/log_outreach/move_to_column steps. Idempotent per recipient: a repeat send resolves to the same company and won't duplicate the reason or create a second company.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                recipientEmail: { type: "string", description: "Recipient's email address — the dedup key (resolves an existing company or mints a provisional one)" },
+                recipientDomain: { type: "string", description: "Recipient domain, used when minting a provisional company (defaults to the email's domain)" },
+                subject: { type: "string", description: "Email subject — the first message" },
+                body: { type: "string", description: "Email body — the first message. Stored in the CRM, NOT sent." },
+                reasonKey: { type: "string", description: "Why this company is in the CRM, e.g. \"customer_success\" or \"case_study\". Must be an active reason key." },
+                defaultType: { type: "string", enum: ["agency", "merchant", "app_partner", "technology_partner", "media", "investor", "other"], description: "Company type to use IF a provisional company is created (default: merchant)" },
+                companyName: { type: "string", description: "Best-known name for a provisional company. Never stored blank; derived from the domain if omitted." },
+                channel: { type: "string", enum: ["email_sent", "phone_call", "linkedin_outreach"], description: "Outreach channel (default: email_sent)" },
+                actorId: { type: "number", description: "Who/what sent it. Omit to attribute to the CSM Automation service account (keeps the teammate digest quiet on batch runs)." },
+            },
+            required: ["recipientEmail", "subject", "body", "reasonKey"],
+        },
+    },
     {
         name: "list_outreach",
         description: "List a company's logged outreach touches (calls, WhatsApp, etc.), most recent first.",
@@ -768,6 +788,8 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                     qs.set("channel", String(a.channel));
                 if (a.tags?.length)
                     qs.set("tags", a.tags.join(","));
+                if (a.targetUniverseSize)
+                    qs.set("targetUniverseSize", String(a.targetUniverseSize));
                 data = await api("GET", `/funnel-rates?${qs.toString()}`);
                 break;
             }
@@ -794,6 +816,10 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 data = await api("POST", "/outreach", a);
                 break;
             }
+            case "record_outreach_send": {
+                data = await api("POST", "/outreach/record", args);
+                break;
+            }
             case "list_outreach": {
                 const { companyId, limit } = args;
                 const qs = new URLSearchParams();

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "notifyme-csm-mcp",
-  "version": "1.0.13",
+  "version": "1.0.15",
   "description": "NotifyMe CSM — MCP server for LLM integrations (Claude Code, Cursor, etc.)",
   "_versionPolicy": "The version field above is a placeholder and is NEVER updated in git. The real published version lives only on npm — run `npm view notifyme-csm-mcp version` to check. To publish a new release, use the GitHub workflow `Publish MCP` (Actions tab → Publish notifyme-csm-mcp → Run workflow). This prevents recurring merge conflicts across feature/dev/main branches that used to plague every PR.",
   "type": "module",