notifyme-csm-mcp 1.0.6 → 1.0.8

package/dist/index.js

@@ -120,7 +120,11 @@ const TOOLS = [
                 leadSource: { type: "string", description: "How we found them, e.g. \"WS Vancouver 2026\"" },
                 locationCity: { type: "string", description: "City" },
                 locationCountry: { type: "string", description: "Country" },
-                linkedInCompanyUrl: { type: "string", description: "LinkedIn company page URL" },
+                linkedInCompanyUrl: { type: "string", description: "LinkedIn COMPANY page URL" },
+                contactTitle: { type: "string", description: "Primary contact's job title, e.g. \"VP, E-Commerce\"" },
+                contactLinkedInUrl: { type: "string", description: "Primary contact's PERSONAL LinkedIn profile URL (distinct from the company page)" },
+                contactSource: { type: "string", description: "Where/how the contact was found, e.g. \"LinkedIn search 2026-06-10\"" },
+                contactVerified: { type: "boolean", description: "Whether the title/profile match was confirmed (false = unverified)" },
             },
             required: ["name", "type"],
         },
@@ -155,7 +159,7 @@ const TOOLS = [
     },
     {
         name: "update_company",
-        description: "Update a company's priority, status, or tags. All fields are optional — only pass what you want to change.",
+        description: "Update any company field — identity (name, domain, website, description), pipeline (priority, status, tags, leadSource), location, LinkedIn company page, and the primary contact incl. person-level enrichment (name, email, phone, title, personal LinkedIn URL, source, verified). All fields optional — only pass what you want to change.",
         inputSchema: {
             type: "object",
             properties: {
@@ -164,6 +168,21 @@ const TOOLS = [
                 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)" },
+                name: { type: "string", description: "Company name" },
+                domain: { type: "string", description: "Primary domain, e.g. acme.com" },
+                website: { type: "string", description: "Full website URL" },
+                description: { type: "string", description: "Short description of the company" },
+                leadSource: { type: "string", description: "How we found them, e.g. \"WS Vancouver 2026\"" },
+                locationCity: { type: "string", description: "City" },
+                locationCountry: { type: "string", description: "Country" },
+                linkedInCompanyUrl: { type: "string", description: "LinkedIn COMPANY page URL" },
+                contactName: { type: "string", description: "Primary contact full name" },
+                contactEmail: { type: "string", description: "Primary contact email" },
+                contactPhone: { type: "string", description: "Primary contact phone" },
+                contactTitle: { type: "string", description: "Primary contact's job title, e.g. \"VP, E-Commerce\"" },
+                contactLinkedInUrl: { type: "string", description: "Primary contact's PERSONAL LinkedIn profile URL (distinct from the company page)" },
+                contactSource: { type: "string", description: "Where/how the contact was found, e.g. \"LinkedIn search 2026-06-10\"" },
+                contactVerified: { type: "boolean", description: "Whether the title/profile match was confirmed (false = unverified)" },
             },
             required: ["id"],
         },
@@ -388,6 +407,47 @@ const TOOLS = [
             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",
@@ -468,8 +528,9 @@ 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.
+                // Full pass-through: every field create_company accepts (plus the
+                // person-level contact enrichment fields) is updatable. `status` is
+                // canonical, `state` a back-compat alias — server resolves precedence.
                 const { id, ...updates } = args;
                 data = await api("PATCH", `/companies/${id}`, updates);
                 break;
@@ -579,6 +640,26 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 data = await api("GET", `/storeleads?${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": "1.0.6",
+  "version": "1.0.8",
   "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",