notifyme-csm-mcp 1.0.5 → 1.0.7

package/dist/index.js

@@ -14,7 +14,7 @@
  *   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
+ *   update_company          — update priority / status / tags
  *
  * Per-company sub-resources
  *   list_notes              — all notes for a company
@@ -43,6 +43,9 @@
  *   get_dashboard           — at-risk merchants
  *   get_stats               — full dashboard stats
  *
+ * StoreLeads
+ *   get_storeleads          — popularity rank + store enrichment by domain
+ *
  * Kanban
  *   list_kanban_columns     — list pipeline columns
  *   move_to_column          — move a company to a pipeline column
@@ -79,7 +82,7 @@ const TOOLS = [
     // ── Companies ────────────────────────────────────────────────────────────
     {
         name: "list_companies",
-        description: "Browse or filter all companies in the CSM. Supports filtering by type, stage, priority, tag, and whether any outreach has occurred. Use search_companies for name/domain lookups.",
+        description: "Browse or filter all companies in the CSM. Supports filtering by type, status, priority, tag, and whether any outreach has occurred. Use search_companies for name/domain lookups.",
         inputSchema: {
             type: "object",
             properties: {
@@ -88,7 +91,8 @@ const TOOLS = [
                     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')" },
+                status: { type: "string", enum: ["active", "inactive", "churned", "prospective", "archived"], description: "Filter by lifecycle status (optional, e.g. 'active', 'churned'). Replaces the older `stage` arg." },
+                stage: { type: "string", description: "[Deprecated] alias for `status` — kept for back-compat. Prefer `status`." },
                 priority: { type: "string", enum: ["p1", "p2", "p3"], description: "Filter by priority tier (optional)" },
                 tag: { type: "string", description: "Filter by a single tag label (optional, e.g. 'websummit')" },
                 no_outreach: { type: "boolean", description: "If true, only return companies with zero emails, notes, or meetings logged — i.e. never contacted" },
@@ -151,13 +155,14 @@ const TOOLS = [
     },
     {
         name: "update_company",
-        description: "Update a company's priority, state, or tags. All fields are optional — only pass what you want to change.",
+        description: "Update a company's priority, status, 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')" },
+                status: { type: "string", enum: ["active", "inactive", "churned", "prospective", "archived"], description: "Lifecycle status (replaces the older `state` arg)." },
+                state: { type: "string", description: "[Deprecated] alias for `status` — kept for back-compat. Prefer `status`." },
                 tags: { type: "array", items: { type: "string" }, description: "Tags array (replaces existing)" },
             },
             required: ["id"],
@@ -368,6 +373,62 @@ const TOOLS = [
             required: [],
         },
     },
+    // ── StoreLeads ──────────────────────────────────────────────────────────────
+    {
+        name: "get_storeleads",
+        description: "Look up a store's StoreLeads enrichment by domain: global popularity `rank` (lower = more popular; rank < 1000 means a top store), Shopify plan, estimated monthly revenue, category, country/city, product count, and contact email/phone. Use it to score how notable a merchant or a new app install is.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                domain: {
+                    type: "string",
+                    description: "Store domain or myshopify domain (e.g. 'acme.com' or 'acme.myshopify.com'). Protocol/www/path are stripped automatically.",
+                },
+            },
+            required: ["domain"],
+        },
+    },
+    {
+        name: "get_funnel_entities",
+        description: "List the actual companies behind a Reports funnel stage count — e.g. which agencies were 'Approached' in the last 7 days (the number you see on Reports → Funnel View). 'Approached' = received an email, LinkedIn outreach, Gmail thread, or note in the window. Returns each company's name, id, and type, and the total count (which matches the funnel).",
+        inputSchema: {
+            type: "object",
+            properties: {
+                entityType: {
+                    type: "string",
+                    enum: ["agency", "merchant", "both"],
+                    description: "Which entities to include (default: agency).",
+                },
+                timeframe: {
+                    type: "string",
+                    enum: ["last7days", "last30days", "last90days", "mtd", "qtd", "ytd"],
+                    description: "Reporting window (default: last7days).",
+                },
+                stage: {
+                    type: "string",
+                    description: "Funnel stage / pipeline column name (default: 'approached'). e.g. 'approached', 'meeting scheduled', 'meeting attended', 'qualified', 'won'.",
+                },
+            },
+        },
+    },
+    {
+        name: "link_merchant_to_agency",
+        description: "Link a merchant to an agency (create the agency→merchant 'manages' pair) so the merchant rolls up under that agency in Agency Analytics. Look up both ids first with search_companies / list_companies. Idempotent; a merchant's existing managing-agency link is replaced. An agency only appears in analytics once it manages at least one merchant.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                agencyCompanyId: {
+                    type: "number",
+                    description: "companies.id of the agency (its type must be 'agency').",
+                },
+                merchantCompanyId: {
+                    type: "number",
+                    description: "companies.id of the merchant (its type must be 'merchant').",
+                },
+            },
+            required: ["agencyCompanyId", "merchantCompanyId"],
+        },
+    },
     // ── Kanban ────────────────────────────────────────────────────────────────
     {
         name: "list_kanban_columns",
@@ -412,12 +473,15 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 break;
             }
             case "list_companies": {
-                const { type, stage, priority, tag, no_outreach, limit } = args;
+                const { type, status, stage, priority, tag, no_outreach, limit } = args;
                 const params = new URLSearchParams();
                 if (type)
                     params.set("type", type);
-                if (stage)
-                    params.set("stage", stage);
+                // `status` is canonical; `stage` is a back-compat alias. The server
+                // accepts both and prefers `status`; pass whichever was provided.
+                const effectiveStatus = status ?? stage;
+                if (effectiveStatus)
+                    params.set("status", effectiveStatus);
                 if (priority)
                     params.set("priority", priority);
                 if (tag)
@@ -445,6 +509,8 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 break;
             }
             case "update_company": {
+                // Accept `status` (canonical) and `state` (back-compat alias).
+                // Server resolves precedence (status wins) and writes to companies.status.
                 const { id, ...updates } = args;
                 data = await api("PATCH", `/companies/${id}`, updates);
                 break;
@@ -548,6 +614,32 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 data = await api("GET", "/stats");
                 break;
             }
+            // ── StoreLeads ─────────────────────────────────────────────────────────
+            case "get_storeleads": {
+                const { domain } = args;
+                data = await api("GET", `/storeleads?${new URLSearchParams({ domain })}`);
+                break;
+            }
+            case "get_funnel_entities": {
+                const a = args;
+                const qs = new URLSearchParams();
+                if (a.entityType)
+                    qs.set("entityType", String(a.entityType));
+                if (a.timeframe)
+                    qs.set("timeframe", String(a.timeframe));
+                if (a.stage)
+                    qs.set("stage", String(a.stage));
+                data = await api("GET", `/funnel-entities?${qs.toString()}`);
+                break;
+            }
+            case "link_merchant_to_agency": {
+                const a = args;
+                data = await api("POST", "/agencies/link-merchant", {
+                    agencyCompanyId: a.agencyCompanyId,
+                    merchantCompanyId: a.merchantCompanyId,
+                });
+                break;
+            }
             // ── Kanban ─────────────────────────────────────────────────────────────
             case "list_kanban_columns": {
                 data = await api("GET", "/kanban/columns");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "notifyme-csm-mcp",
-  "version": "1.0.5",
+  "version": "1.0.7",
   "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",