notifyme-csm-mcp 1.0.9 → 1.0.11

package/dist/index.js

@@ -168,6 +168,7 @@ 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)" },
+                type: { type: "string", enum: ["agency", "merchant", "app_partner", "technology_partner", "media", "investor", "other"], description: "Change the company's type. Canonical: detail view, list filters, and analytics follow it. Note: retyping a merchant away from 'merchant' removes it from agency-analytics revenue." },
                 name: { type: "string", description: "Company name" },
                 domain: { type: "string", description: "Primary domain, e.g. acme.com" },
                 website: { type: "string", description: "Full website URL" },
@@ -456,6 +457,33 @@ 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",
@@ -672,6 +700,19 @@ 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": "1.0.9",
+  "version": "1.0.11",
   "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",