notifyme-csm-mcp 1.0.8 → 1.0.10

package/dist/index.js

@@ -420,8 +420,16 @@ const TOOLS = [
                 },
                 timeframe: {
                     type: "string",
-                    enum: ["last7days", "last30days", "last90days", "mtd", "qtd", "ytd"],
-                    description: "Reporting window (default: last7days).",
+                    enum: ["last7days", "last30days", "last90days", "mtd", "qtd", "ytd", "custom"],
+                    description: "Reporting window (default: last7days). Use 'custom' with startDate/endDate for any range.",
+                },
+                startDate: {
+                    type: "string",
+                    description: "YYYY-MM-DD. Passing dates implies timeframe=custom. Interpreted in the server's timezone (UTC on prod).",
+                },
+                endDate: {
+                    type: "string",
+                    description: "YYYY-MM-DD (inclusive, end of day). Passing dates implies timeframe=custom. Interpreted in the server's timezone (UTC on prod).",
                 },
                 stage: {
                     type: "string",
@@ -448,6 +456,33 @@ const TOOLS = [
             required: ["agencyCompanyId", "merchantCompanyId"],
         },
     },
+    {
+        name: "log_outreach",
+        description: "Log an outbound touch to a company — the SOURCE OF TRUTH for outreach with no dedicated integration (phone calls, WhatsApp, in-person). The 'Approached' reporting stage counts these alongside CSM emails, LinkedIn outreach logs, and Gmail threads. Notes do NOT count as outreach — log real touches here instead. Use search_companies first to get the companyId.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                companyId: { type: "number", description: "companies.id of the company that was contacted" },
+                channel: { type: "string", enum: ["call", "whatsapp", "linkedin", "email", "other"], description: "How the touch happened. Prefer the dedicated flows for linkedin/email when possible." },
+                recipient: { type: "string", description: "Who was contacted (name or handle/number)" },
+                actionDate: { type: "string", description: "When it happened — YYYY-MM-DD or ISO datetime (default: now)" },
+                note: { type: "string", description: "What was said / outcome" },
+            },
+            required: ["companyId", "channel"],
+        },
+    },
+    {
+        name: "list_outreach",
+        description: "List a company's logged outreach touches (calls, WhatsApp, etc.), 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"],
+        },
+    },
     // ── Kanban ────────────────────────────────────────────────────────────────
     {
         name: "list_kanban_columns",
@@ -647,6 +682,10 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                     qs.set("entityType", String(a.entityType));
                 if (a.timeframe)
                     qs.set("timeframe", String(a.timeframe));
+                if (a.startDate)
+                    qs.set("startDate", String(a.startDate));
+                if (a.endDate)
+                    qs.set("endDate", String(a.endDate));
                 if (a.stage)
                     qs.set("stage", String(a.stage));
                 data = await api("GET", `/funnel-entities?${qs.toString()}`);
@@ -660,6 +699,19 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 });
                 break;
             }
+            case "log_outreach": {
+                const a = args;
+                data = await api("POST", "/outreach", a);
+                break;
+            }
+            case "list_outreach": {
+                const { companyId, limit } = args;
+                const qs = new URLSearchParams();
+                if (limit != null)
+                    qs.set("limit", String(limit));
+                data = await api("GET", `/companies/${companyId}/outreach?${qs.toString()}`);
+                break;
+            }
             // ── Kanban ─────────────────────────────────────────────────────────────
             case "list_kanban_columns": {
                 data = await api("GET", "/kanban/columns");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "notifyme-csm-mcp",
-  "version": "1.0.8",
+  "version": "1.0.10",
   "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",