propstack-mcp-server 1.0.0

package/dist/tools/composites.js

@@ -0,0 +1,807 @@
+import { z } from "zod";
+import { textResult, errorResult, fmt, fmtPrice, fmtArea, formatError, stripUndefined, unwrapNumber } from "./helpers.js";
+function daysBetween(from, to) {
+    return Math.floor((to.getTime() - new Date(from).getTime()) / (1000 * 60 * 60 * 24));
+}
+function contactName(c) {
+    return fmt(c.name) !== "none" ? fmt(c.name) : ([fmt(c.first_name, ""), fmt(c.last_name, "")].filter(Boolean).join(" ") || "Unknown");
+}
+// ── Tool registration ────────────────────────────────────────────────
+export function registerCompositeTools(server, client) {
+    // ── full_contact_360 ────────────────────────────────────────────
+    server.tool("full_contact_360", `Get a complete 360° view of a contact — everything you need before calling a client.
+
+Combines 4 API calls in parallel:
+- Full contact details with children, documents, relationships, owned properties
+- Search profiles (what they're looking for)
+- Active deals (which properties they're linked to)
+- Recent activity (last 10 interactions)
+
+Returns a complete contact dossier in one request. Use this when you
+need the full picture: "Tell me everything about Herr Weber."`, {
+        contact_id: z.number()
+            .describe("Contact ID to get 360° view for"),
+    }, async (args) => {
+        try {
+            const [contactRes, searchProfilesRes, dealsRes, activitiesRes] = await Promise.allSettled([
+                client.get(`/contacts/${args.contact_id}`, { params: { include: "children,documents,relationships,owned_properties", expand: "true" } }),
+                client.get("/saved_queries", { params: { client: args.contact_id } }),
+                client.get("/client_properties", { params: { client_id: args.contact_id, include: "client,property" } }),
+                client.get("/activities", { params: { client_id: args.contact_id, per: 10 } }),
+            ]);
+            // Contact is essential — if it fails, return error
+            if (contactRes.status === "rejected") {
+                return errorResult("Contact 360", contactRes.reason);
+            }
+            const contact = contactRes.value;
+            const sections = [];
+            const warnings = [];
+            // ── Personal info
+            const name = contactName(contact);
+            const personalLines = [
+                `# ${name} (ID: ${contact.id})`,
+                "",
+                `Email: ${fmt(contact.email)}`,
+                `Phone: ${fmt(contact.phone ?? contact.home_cell)}`,
+                contact.company ? `Company: ${contact.company}` : null,
+                contact.position ? `Position: ${contact.position}` : null,
+                `Status: ${fmt(contact.client_status?.name)}`,
+                `Broker: ${fmt(contact.broker?.name, "unassigned")}`,
+                `Rating: ${"★".repeat(Math.max(0, Math.min(3, contact.rating ?? 0)))}${"☆".repeat(3 - Math.max(0, Math.min(3, contact.rating ?? 0)))}`,
+                `GDPR: ${["Keine Angabe", "Ignoriert", "Zugestimmt", "Widerrufen"][contact.gdpr_status ?? 0] ?? "unknown"}`,
+                `Last contact: ${fmt(contact.last_contact_at_formatted, "never")}`,
+                contact.warning_notice ? `Warning: ${contact.warning_notice}` : null,
+                contact.description ? `Notes: ${contact.description}` : null,
+            ];
+            // Address
+            const homeAddr = [contact.home_street, contact.home_house_number].filter(Boolean).join(" ");
+            const homeCity = [contact.home_zip_code, contact.home_city].filter(Boolean).join(" ");
+            const homeFull = [homeAddr, homeCity].filter(Boolean).join(", ");
+            if (homeFull)
+                personalLines.push(`Home: ${homeFull}`);
+            // Children
+            if (contact.children?.length) {
+                personalLines.push(`Sub-contacts: ${contact.children.map((c) => `${contactName(c)} (ID: ${c.id})`).join(", ")}`);
+            }
+            // Owned properties
+            if (contact.owned_properties?.length) {
+                personalLines.push(`Owned properties: ${contact.owned_properties.map((p) => `${fmt(p.title, "Untitled")} (ID: ${p.id})`).join(", ")}`);
+            }
+            // Documents
+            if (contact.documents?.length) {
+                personalLines.push(`Documents: ${contact.documents.length} file(s)`);
+            }
+            // Custom fields
+            if (contact.custom_fields && Object.keys(contact.custom_fields).length > 0) {
+                personalLines.push("");
+                personalLines.push("**Custom Fields:**");
+                for (const [key, val] of Object.entries(contact.custom_fields)) {
+                    const s = fmt(val, "");
+                    if (s)
+                        personalLines.push(`  ${key}: ${s}`);
+                }
+            }
+            sections.push(personalLines.filter((l) => l !== null).join("\n"));
+            // ── Search profiles
+            if (searchProfilesRes.status === "fulfilled") {
+                const profiles = searchProfilesRes.value.data ?? [];
+                if (profiles.length > 0) {
+                    const spLines = [`## Search Profiles (${profiles.length})`, ""];
+                    for (const sp of profiles) {
+                        const parts = [`**Profile #${sp.id}** (${sp.active ? "active" : "inactive"})`];
+                        if (sp.marketing_type)
+                            parts.push(`  Type: ${sp.marketing_type}`);
+                        if (sp.cities?.length)
+                            parts.push(`  Cities: ${sp.cities.join(", ")}`);
+                        if (sp.rs_types?.length)
+                            parts.push(`  Property types: ${sp.rs_types.join(", ")}`);
+                        if (sp.price !== null || sp.price_to !== null) {
+                            parts.push(`  Price: ${fmtPrice(sp.price)} – ${fmtPrice(sp.price_to)}`);
+                        }
+                        if (sp.base_rent !== null || sp.base_rent_to !== null) {
+                            parts.push(`  Rent: ${fmtPrice(sp.base_rent)} – ${fmtPrice(sp.base_rent_to)}`);
+                        }
+                        if (sp.number_of_rooms !== null || sp.number_of_rooms_to !== null) {
+                            parts.push(`  Rooms: ${fmt(sp.number_of_rooms)} – ${fmt(sp.number_of_rooms_to)}`);
+                        }
+                        if (sp.living_space !== null || sp.living_space_to !== null) {
+                            parts.push(`  Space: ${fmt(sp.living_space)} – ${fmt(sp.living_space_to)} m²`);
+                        }
+                        if (sp.note)
+                            parts.push(`  Note: ${sp.note}`);
+                        spLines.push(parts.join("\n"));
+                    }
+                    sections.push(spLines.join("\n"));
+                }
+                else {
+                    sections.push("## Search Profiles\nNone — contact has no active search criteria.");
+                }
+            }
+            else {
+                warnings.push("Search profiles");
+                sections.push(`## Search Profiles\nFailed to load: ${formatError(searchProfilesRes.reason)}`);
+            }
+            // ── Deals
+            if (dealsRes.status === "fulfilled") {
+                const dealList = dealsRes.value.data ?? [];
+                if (dealList.length > 0) {
+                    const dealLines = [`## Deals (${dealList.length})`, ""];
+                    for (const d of dealList) {
+                        const propTitle = d.property ? fmt(d.property.title, "Untitled") : `Property #${d.property_id}`;
+                        const parts = [
+                            `**Deal #${d.id}**: ${propTitle}`,
+                            `  Stage: ${fmt(d.deal_stage_id)} | Category: ${fmt(d.category)}`,
+                        ];
+                        if (d.sold_price)
+                            parts.push(`  Price: ${fmtPrice(d.sold_price)}`);
+                        if (d.note)
+                            parts.push(`  Note: ${d.note}`);
+                        parts.push(`  Created: ${fmt(d.created_at)}`);
+                        dealLines.push(parts.join("\n"));
+                    }
+                    sections.push(dealLines.join("\n"));
+                }
+                else {
+                    sections.push("## Deals\nNo deals — contact is not linked to any properties in the pipeline.");
+                }
+            }
+            else {
+                warnings.push("Deals");
+                sections.push(`## Deals\nFailed to load: ${formatError(dealsRes.reason)}`);
+            }
+            // ── Recent activity
+            if (activitiesRes.status === "fulfilled") {
+                const activityList = activitiesRes.value.data ?? [];
+                if (activityList.length > 0) {
+                    const actLines = [`## Recent Activity (last ${activityList.length})`, ""];
+                    for (const a of activityList) {
+                        actLines.push(`- **${fmt(a.type)}** ${fmt(a.title, "")} — ${fmt(a.created_at)}`);
+                    }
+                    sections.push(actLines.join("\n"));
+                }
+                else {
+                    sections.push("## Recent Activity\nNo recorded activity.");
+                }
+            }
+            else {
+                warnings.push("Activities");
+                sections.push(`## Recent Activity\nFailed to load: ${formatError(activitiesRes.reason)}`);
+            }
+            if (warnings.length > 0) {
+                sections.push(`\n**Note:** Some sections failed to load (${warnings.join(", ")}). The rest of the data is shown above.`);
+            }
+            return textResult(sections.join("\n\n---\n\n"));
+        }
+        catch (err) {
+            return errorResult("Contact 360", err);
+        }
+    });
+    // ── property_performance_report ─────────────────────────────────
+    server.tool("property_performance_report", `Performance report for a property — days on market, inquiry count,
+pipeline breakdown, and activity summary.
+
+Combines 3 API calls in parallel:
+- Full property details (with custom fields)
+- All deals/inquiries for this property
+- Activity feed (last 50 interactions)
+
+Calculates: days on market, total inquiries, deals by stage/category,
+and recent activity breakdown by type.
+
+Use when asked: "How is the Friedrichstr property doing?"`, {
+        property_id: z.number()
+            .describe("Property ID to generate report for"),
+    }, async (args) => {
+        try {
+            const [propertyRes, dealsRes, activitiesRes] = await Promise.allSettled([
+                client.get(`/units/${args.property_id}`, { params: { new: 1, expand: 1 } }),
+                client.get("/client_properties", { params: { property_id: args.property_id, include: "client" } }),
+                client.get("/activities", { params: { property_id: args.property_id, per: 50 } }),
+            ]);
+            // Property is essential
+            if (propertyRes.status === "rejected") {
+                return errorResult("Property report", propertyRes.reason);
+            }
+            const property = propertyRes.value;
+            const sections = [];
+            const warnings = [];
+            const now = new Date();
+            // ── Property summary
+            const title = fmt(property.title, "Untitled");
+            const addr = [property.street, property.house_number].filter(Boolean).join(" ");
+            const city = [property.zip_code, property.city].filter(Boolean).join(" ");
+            const fullAddr = [addr, city].filter(Boolean).join(", ");
+            const dom = property.created_at ? daysBetween(property.created_at, now) : null;
+            const propLines = [
+                `# Property Report: ${title} (ID: ${property.id})`,
+                "",
+                `Address: ${fullAddr || "none"}`,
+                `Type: ${fmt(property.marketing_type)} / ${fmt(property.rs_type)}`,
+                property.price ? `Price: ${fmtPrice(property.price)}` : null,
+                property.base_rent ? `Base rent: ${fmtPrice(property.base_rent)}` : null,
+                `Rooms: ${fmt(property.number_of_rooms)} | Space: ${fmtArea(property.living_space)}`,
+                `Status: ${fmt(property.property_status?.name)}`,
+                `Broker: ${fmt(property.broker?.name, "unassigned")}`,
+                dom !== null ? `Days on market: ${dom}` : null,
+                `Created: ${fmt(property.created_at)}`,
+            ];
+            sections.push(propLines.filter((l) => l !== null).join("\n"));
+            // ── Deal/inquiry analysis
+            if (dealsRes.status === "fulfilled") {
+                const dealList = dealsRes.value.data ?? [];
+                const totalInquiries = dealsRes.value.meta?.total_count ?? dealList.length;
+                const byCategory = {};
+                const byStage = {};
+                let totalValue = 0;
+                for (const d of dealList) {
+                    const cat = d.category ?? "unknown";
+                    byCategory[cat] = (byCategory[cat] ?? 0) + 1;
+                    const stage = String(d.deal_stage_id ?? "unknown");
+                    byStage[stage] = (byStage[stage] ?? 0) + 1;
+                    if (d.sold_price)
+                        totalValue += d.sold_price;
+                }
+                const dealLines = [
+                    "## Pipeline Analysis",
+                    "",
+                    `Total inquiries: ${totalInquiries}`,
+                ];
+                if (Object.keys(byCategory).length > 0) {
+                    dealLines.push("");
+                    dealLines.push("**By category:**");
+                    for (const [cat, count] of Object.entries(byCategory)) {
+                        dealLines.push(`  ${cat}: ${count}`);
+                    }
+                }
+                if (Object.keys(byStage).length > 0) {
+                    dealLines.push("");
+                    dealLines.push("**By stage ID:**");
+                    for (const [stage, count] of Object.entries(byStage)) {
+                        dealLines.push(`  Stage ${stage}: ${count}`);
+                    }
+                }
+                if (totalValue > 0) {
+                    dealLines.push("");
+                    dealLines.push(`Total deal value: ${fmtPrice(totalValue)}`);
+                }
+                if (dealList.length > 0) {
+                    dealLines.push("");
+                    dealLines.push("**Interested contacts:**");
+                    for (const d of dealList.slice(0, 10)) {
+                        const cName = d.client ? contactName(d.client) : `Contact #${d.client_id}`;
+                        dealLines.push(`  • ${cName} — Stage: ${fmt(d.deal_stage_id)}, Category: ${fmt(d.category)}`);
+                    }
+                }
+                sections.push(dealLines.join("\n"));
+            }
+            else {
+                warnings.push("Deals");
+                sections.push(`## Pipeline Analysis\nFailed to load: ${formatError(dealsRes.reason)}`);
+            }
+            // ── Activity breakdown
+            if (activitiesRes.status === "fulfilled") {
+                const activityList = activitiesRes.value.data ?? [];
+                const totalActivities = activitiesRes.value.meta?.total_count ?? activityList.length;
+                const byType = {};
+                for (const a of activityList) {
+                    const t = a.type ?? "unknown";
+                    byType[t] = (byType[t] ?? 0) + 1;
+                }
+                const actLines = [
+                    "## Activity Summary",
+                    "",
+                    `Total activities: ${totalActivities} (showing last ${activityList.length})`,
+                ];
+                if (Object.keys(byType).length > 0) {
+                    actLines.push("");
+                    actLines.push("**By type:**");
+                    for (const [type, count] of Object.entries(byType)) {
+                        actLines.push(`  ${type}: ${count}`);
+                    }
+                }
+                if (activityList.length > 0) {
+                    actLines.push("");
+                    actLines.push("**Recent:**");
+                    for (const a of activityList.slice(0, 5)) {
+                        actLines.push(`  - ${fmt(a.type)} — ${fmt(a.title, "")} — ${fmt(a.created_at)}`);
+                    }
+                }
+                sections.push(actLines.join("\n"));
+            }
+            else {
+                warnings.push("Activities");
+                sections.push(`## Activity Summary\nFailed to load: ${formatError(activitiesRes.reason)}`);
+            }
+            if (warnings.length > 0) {
+                sections.push(`\n**Note:** Some sections failed to load (${warnings.join(", ")}). The rest of the data is shown above.`);
+            }
+            return textResult(sections.join("\n\n---\n\n"));
+        }
+        catch (err) {
+            return errorResult("Property report", err);
+        }
+    });
+    // ── pipeline_summary ────────────────────────────────────────────
+    server.tool("pipeline_summary", `Pipeline overview — deals per stage, total values, and stale deals
+needing attention.
+
+Fetches all deal pipelines and deals, then aggregates:
+- Deal count per stage
+- Total value per stage (from deal price or property price)
+- Stale deals: deals with no update in 14+ days
+
+Filter by pipeline_id and/or broker_id. Use when asked:
+"How's the pipeline looking?" or "Give me a sales overview."`, {
+        pipeline_id: z.number().optional()
+            .describe("Filter by specific pipeline ID"),
+        broker_id: z.number().optional()
+            .describe("Filter by broker ID"),
+    }, async (args) => {
+        try {
+            const pipelinesRes = await client.get("/deal_pipelines").then((v) => ({ status: "fulfilled", value: v }), (e) => ({ status: "rejected", reason: e }));
+            if (pipelinesRes.status === "rejected") {
+                return errorResult("Pipeline summary", pipelinesRes.reason);
+            }
+            const pipelines = pipelinesRes.value;
+            const dealParams = {
+                include: "client,property",
+                per_page: 100,
+            };
+            if (args.pipeline_id)
+                dealParams["deal_pipeline_id"] = args.pipeline_id;
+            if (args.broker_id)
+                dealParams["broker_id"] = args.broker_id;
+            const allDeals = [];
+            let page = 1;
+            let totalCount;
+            const maxDeals = 2000;
+            do {
+                const res = await client.get("/client_properties", { params: { ...dealParams, page } });
+                if (res.data?.length)
+                    allDeals.push(...res.data);
+                totalCount = res.meta?.total_count;
+                page++;
+            } while (allDeals.length < (totalCount ?? 0) &&
+                allDeals.length < maxDeals);
+            const warnings = [];
+            if (totalCount !== undefined && allDeals.length >= maxDeals && totalCount > maxDeals) {
+                warnings.push(`Summary capped at ${maxDeals} deals (${totalCount} total).`);
+            }
+            const deals = { data: allDeals, meta: totalCount !== undefined ? { total_count: totalCount } : undefined };
+            const dealList = deals.data ?? [];
+            const now = new Date();
+            const staleThresholdMs = 14 * 24 * 60 * 60 * 1000;
+            // Build stage name lookup
+            const stageNames = {};
+            const pipelineNames = {};
+            for (const p of pipelines) {
+                pipelineNames[p.id] = p.name ?? "Unnamed";
+                if (p.deal_stages) {
+                    for (const s of p.deal_stages) {
+                        stageNames[s.id] = s.name ?? "Unnamed";
+                    }
+                }
+            }
+            // Aggregate
+            const stageStats = {};
+            const staleDeals = [];
+            let totalDeals = 0;
+            let totalValue = 0;
+            for (const d of dealList) {
+                totalDeals++;
+                const stageName = d.deal_stage_id ? (stageNames[d.deal_stage_id] ?? `Stage #${d.deal_stage_id}`) : "No stage";
+                if (!stageStats[stageName])
+                    stageStats[stageName] = { count: 0, value: 0, deals: [] };
+                stageStats[stageName].count++;
+                const price = unwrapNumber(d.sold_price) ?? unwrapNumber(d.property?.price) ?? 0;
+                stageStats[stageName].value += price;
+                totalValue += price;
+                stageStats[stageName].deals.push(d);
+                // Check staleness
+                const lastUpdate = d.updated_at ?? d.created_at;
+                if (lastUpdate && (now.getTime() - new Date(lastUpdate).getTime()) > staleThresholdMs) {
+                    staleDeals.push(d);
+                }
+            }
+            const sections = [];
+            // Header
+            const filterInfo = [];
+            if (args.pipeline_id)
+                filterInfo.push(`Pipeline: ${pipelineNames[args.pipeline_id] ?? args.pipeline_id}`);
+            if (args.broker_id)
+                filterInfo.push(`Broker ID: ${args.broker_id}`);
+            const filterStr = filterInfo.length ? ` (${filterInfo.join(", ")})` : "";
+            sections.push(`# Pipeline Summary${filterStr}\n\n` +
+                `Total deals: ${deals.meta?.total_count ?? totalDeals}\n` +
+                `Total value: ${fmtPrice(totalValue)}`);
+            // Stage breakdown
+            if (Object.keys(stageStats).length > 0) {
+                const stageLines = ["## Deals by Stage", ""];
+                stageLines.push("| Stage | Deals | Value |");
+                stageLines.push("|---|---|---|");
+                for (const [stage, stats] of Object.entries(stageStats)) {
+                    stageLines.push(`| ${stage} | ${stats.count} | ${fmtPrice(stats.value)} |`);
+                }
+                sections.push(stageLines.join("\n"));
+            }
+            // Stale deals
+            if (staleDeals.length > 0) {
+                const staleLines = [`## Stale Deals (no update in 14+ days): ${staleDeals.length}`, ""];
+                for (const d of staleDeals.slice(0, 10)) {
+                    const cName = d.client ? contactName(d.client) : `Contact #${d.client_id}`;
+                    const propTitle = d.property ? fmt(d.property.title, "Untitled") : `Property #${d.property_id}`;
+                    const daysStale = d.updated_at ? daysBetween(d.updated_at, now) : "?";
+                    const stageName = d.deal_stage_id ? (stageNames[d.deal_stage_id] ?? `#${d.deal_stage_id}`) : "none";
+                    staleLines.push(`- **Deal #${d.id}**: ${cName} → ${propTitle} (Stage: ${stageName}, ${daysStale} days since update)`);
+                }
+                sections.push(staleLines.join("\n"));
+            }
+            else {
+                sections.push("## Stale Deals\nNo stale deals — all deals were updated within the last 14 days.");
+            }
+            if (warnings.length > 0) {
+                sections.push(`\n**Note:** ${warnings.join(". ")}`);
+            }
+            return textResult(sections.join("\n\n---\n\n"));
+        }
+        catch (err) {
+            return errorResult("Pipeline summary", err);
+        }
+    });
+    // ── smart_lead_intake ───────────────────────────────────────────
+    server.tool("smart_lead_intake", `Complete lead intake workflow — dedup check, create/update contact,
+log notes, create deal if specific property, and set follow-up reminder.
+
+Perfect for post-call processing from a voice agent. Handles the entire
+intake in one tool call:
+
+1. If phone or email provided → search for existing contact (dedup)
+2. If found → update contact; if not → create new contact
+3. If notes provided → log as a note task
+4. If property_id provided → create deal at first pipeline stage
+5. Create follow-up reminder for broker (due tomorrow 9am)
+
+Returns what was done: created vs updated, IDs of all created records.`, {
+        first_name: z.string()
+            .describe("Contact first name"),
+        last_name: z.string()
+            .describe("Contact last name"),
+        phone: z.string().optional()
+            .describe("Phone number (also used for dedup search)"),
+        email: z.string().optional()
+            .describe("Email address (also used for dedup search)"),
+        source_id: z.number().optional()
+            .describe("Lead source ID (use get_contact_sources to look up)"),
+        broker_id: z.number().optional()
+            .describe("Assigned broker ID"),
+        notes: z.string().optional()
+            .describe("Call notes or free-text about the interaction"),
+        property_interest: z.string().optional()
+            .describe("Free text about what the lead is looking for (logged as note, not parsed into search profile)"),
+        property_id: z.number().optional()
+            .describe("Specific property ID the lead is interested in (creates a deal)"),
+    }, async (args) => {
+        try {
+            let contactId;
+            let action = "created";
+            // Step 1: Dedup search
+            if (args.phone || args.email) {
+                const searchParams = {};
+                if (args.phone)
+                    searchParams["phone_number"] = args.phone;
+                if (args.email)
+                    searchParams["email"] = args.email;
+                const existing = await client.get("/contacts", { params: searchParams });
+                if (existing.data && existing.data.length > 0) {
+                    contactId = existing.data[0].id;
+                    action = "updated";
+                }
+            }
+            // Step 2: Create or update contact
+            const contactData = {
+                first_name: args.first_name,
+                last_name: args.last_name,
+            };
+            if (args.phone)
+                contactData["phone"] = args.phone;
+            if (args.email)
+                contactData["email"] = args.email;
+            if (args.source_id)
+                contactData["client_source_id"] = args.source_id;
+            if (args.broker_id)
+                contactData["broker_id"] = args.broker_id;
+            if (contactId) {
+                await client.put(`/contacts/${contactId}`, { body: { client: contactData } });
+            }
+            else {
+                const created = await client.post("/contacts", { body: { client: contactData } });
+                contactId = created.id;
+            }
+            // Step 3+: Parallel tasks — note, deal, reminder
+            const parallelTasks = [];
+            let noteIdx = -1;
+            let dealIdx = -1;
+            let reminderIdx = -1;
+            // Note
+            const noteBody = [args.notes, args.property_interest ? `Interest: ${args.property_interest}` : null]
+                .filter(Boolean)
+                .join("\n\n");
+            if (noteBody) {
+                noteIdx = parallelTasks.length;
+                parallelTasks.push(client.post("/tasks", {
+                    body: {
+                        task: {
+                            title: `Lead intake: ${args.first_name} ${args.last_name}`,
+                            body: noteBody,
+                            client_ids: [contactId],
+                            broker_id: args.broker_id,
+                        },
+                    },
+                }));
+            }
+            // Deal
+            if (args.property_id) {
+                // Get first pipeline stage
+                const pipelines = await client.get("/deal_pipelines");
+                const firstPipeline = pipelines[0];
+                const firstStage = firstPipeline?.deal_stages?.sort((a, b) => (a.position ?? 0) - (b.position ?? 0))[0];
+                if (firstStage) {
+                    dealIdx = parallelTasks.length;
+                    parallelTasks.push(client.post("/client_properties", {
+                        body: {
+                            client_property: {
+                                client_id: contactId,
+                                property_id: args.property_id,
+                                deal_stage_id: firstStage.id,
+                                deal_pipeline_id: firstPipeline.id,
+                                broker_id: args.broker_id,
+                            },
+                        },
+                    }));
+                }
+            }
+            // Follow-up reminder (due tomorrow 9am)
+            const tomorrow = new Date();
+            tomorrow.setDate(tomorrow.getDate() + 1);
+            tomorrow.setHours(9, 0, 0, 0);
+            reminderIdx = parallelTasks.length;
+            parallelTasks.push(client.post("/tasks", {
+                body: {
+                    task: {
+                        title: `Follow up: ${args.first_name} ${args.last_name}`,
+                        is_reminder: true,
+                        due_date: tomorrow.toISOString(),
+                        remind_at: tomorrow.toISOString(),
+                        done: false,
+                        client_ids: [contactId],
+                        property_ids: args.property_id ? [args.property_id] : undefined,
+                        broker_id: args.broker_id,
+                    },
+                },
+            }));
+            const results = await Promise.allSettled(parallelTasks);
+            // Build response
+            const lines = [
+                `## Lead Intake Complete`,
+                "",
+                `Action: Contact **${action}**`,
+                `Contact: ${args.first_name} ${args.last_name} (ID: ${contactId})`,
+            ];
+            if (noteIdx >= 0) {
+                const noteRes = results[noteIdx];
+                if (noteRes.status === "fulfilled") {
+                    const note = noteRes.value;
+                    lines.push(`Note: logged (ID: ${note.id})`);
+                }
+                else {
+                    lines.push(`Note: failed to create — ${formatError(noteRes.reason)}`);
+                }
+            }
+            if (dealIdx >= 0) {
+                const dealRes = results[dealIdx];
+                if (dealRes.status === "fulfilled") {
+                    const deal = dealRes.value;
+                    lines.push(`Deal: created (ID: ${deal.id}) for property ${args.property_id}`);
+                }
+                else {
+                    lines.push(`Deal: failed to create — ${formatError(dealRes.reason)}`);
+                }
+            }
+            const reminderRes = results[reminderIdx];
+            if (reminderRes.status === "fulfilled") {
+                const reminder = reminderRes.value;
+                lines.push(`Follow-up: reminder set for ${tomorrow.toLocaleDateString("de-DE")} 09:00 (ID: ${reminder.id})`);
+            }
+            else {
+                lines.push(`Follow-up: failed to create reminder — ${formatError(reminderRes.reason)}`);
+            }
+            return textResult(lines.join("\n"));
+        }
+        catch (err) {
+            return errorResult("Lead intake", err);
+        }
+    });
+    // ── match_contacts_to_property ──────────────────────────────────
+    server.tool("match_contacts_to_property", `Find contacts whose search profiles match a property. Returns a
+ranked list with match scores.
+
+Use when a new listing comes in to find potential buyers/renters:
+"Who should I send this new listing to?"
+
+Logic:
+1. Fetches the property details (type, price, rooms, space, city, features)
+2. Fetches active search profiles (paginates, capped by max_profiles)
+3. Scores each profile against the property on: marketing type, city,
+   price range, room count, living space, property type, and features
+4. Returns top 20 matches sorted by score with match/mismatch details`, {
+        property_id: z.number()
+            .describe("Property ID to find matching contacts for"),
+        max_profiles: z.number().optional()
+            .describe("Max search profiles to fetch and score (default: 1000). Caps API calls and memory for large accounts."),
+    }, async (args) => {
+        try {
+            // Step 1: Get property
+            const property = await client.get(`/units/${args.property_id}`);
+            // Step 2: Get search profiles (paginate, capped by max_profiles)
+            const maxProfiles = args.max_profiles ?? 1000;
+            const allProfiles = [];
+            let page = 1;
+            let hasMore = true;
+            while (hasMore && allProfiles.length < maxProfiles) {
+                const res = await client.get("/saved_queries", { params: { page, per_page: Math.min(100, maxProfiles - allProfiles.length) } });
+                if (res.data && res.data.length > 0) {
+                    allProfiles.push(...res.data);
+                    const total = res.meta?.total_count ?? 0;
+                    hasMore = allProfiles.length < total && allProfiles.length < maxProfiles;
+                    page++;
+                }
+                else {
+                    hasMore = false;
+                }
+            }
+            if (allProfiles.length === 0) {
+                return textResult("No search profiles found. Cannot match contacts.");
+            }
+            const results = [];
+            for (const sp of allProfiles) {
+                if (!sp.active)
+                    continue;
+                let score = 0;
+                let maxScore = 0;
+                const matches = [];
+                const mismatches = [];
+                // Marketing type (weight: 3)
+                if (sp.marketing_type && property.marketing_type) {
+                    maxScore += 3;
+                    if (sp.marketing_type === property.marketing_type) {
+                        score += 3;
+                        matches.push(`Type: ${sp.marketing_type}`);
+                    }
+                    else {
+                        mismatches.push(`Type: wants ${sp.marketing_type}, property is ${property.marketing_type}`);
+                    }
+                }
+                // City (weight: 3)
+                const propCity = fmt(property.city, "");
+                if (sp.cities?.length && propCity) {
+                    maxScore += 3;
+                    if (sp.cities.some((c) => propCity.toLowerCase().includes(c.toLowerCase()))) {
+                        score += 3;
+                        matches.push(`City: ${propCity}`);
+                    }
+                    else {
+                        mismatches.push(`City: wants ${sp.cities.join("/")}, property in ${propCity}`);
+                    }
+                }
+                // Price range (weight: 2)
+                const propPrice = unwrapNumber(property.price);
+                if ((sp.price !== null || sp.price_to !== null) && propPrice !== null) {
+                    maxScore += 2;
+                    const inRange = (sp.price === null || sp.price === undefined || propPrice >= sp.price) &&
+                        (sp.price_to === null || sp.price_to === undefined || propPrice <= sp.price_to);
+                    if (inRange) {
+                        score += 2;
+                        matches.push(`Price: ${fmtPrice(property.price)} in range`);
+                    }
+                    else {
+                        mismatches.push(`Price: ${fmtPrice(property.price)} outside ${fmtPrice(sp.price)}–${fmtPrice(sp.price_to)}`);
+                    }
+                }
+                // Rent range (weight: 2)
+                const propRent = unwrapNumber(property.base_rent);
+                if ((sp.base_rent !== null || sp.base_rent_to !== null) && propRent !== null) {
+                    maxScore += 2;
+                    const inRange = (sp.base_rent === null || sp.base_rent === undefined || propRent >= sp.base_rent) &&
+                        (sp.base_rent_to === null || sp.base_rent_to === undefined || propRent <= sp.base_rent_to);
+                    if (inRange) {
+                        score += 2;
+                        matches.push(`Rent: ${fmtPrice(property.base_rent)} in range`);
+                    }
+                    else {
+                        mismatches.push(`Rent: ${fmtPrice(property.base_rent)} outside ${fmtPrice(sp.base_rent)}–${fmtPrice(sp.base_rent_to)}`);
+                    }
+                }
+                // Rooms (weight: 2)
+                const propRooms = unwrapNumber(property.number_of_rooms);
+                if ((sp.number_of_rooms !== null || sp.number_of_rooms_to !== null) && propRooms !== null) {
+                    maxScore += 2;
+                    const inRange = (sp.number_of_rooms === null || sp.number_of_rooms === undefined || propRooms >= sp.number_of_rooms) &&
+                        (sp.number_of_rooms_to === null || sp.number_of_rooms_to === undefined || propRooms <= sp.number_of_rooms_to);
+                    if (inRange) {
+                        score += 2;
+                        matches.push(`Rooms: ${fmt(property.number_of_rooms)}`);
+                    }
+                    else {
+                        mismatches.push(`Rooms: ${fmt(property.number_of_rooms)} outside ${fmt(sp.number_of_rooms)}–${fmt(sp.number_of_rooms_to)}`);
+                    }
+                }
+                // Living space (weight: 1)
+                const propSpace = unwrapNumber(property.living_space);
+                if ((sp.living_space !== null || sp.living_space_to !== null) && propSpace !== null) {
+                    maxScore += 1;
+                    const inRange = (sp.living_space === null || sp.living_space === undefined || propSpace >= sp.living_space) &&
+                        (sp.living_space_to === null || sp.living_space_to === undefined || propSpace <= sp.living_space_to);
+                    if (inRange) {
+                        score += 1;
+                        matches.push(`Space: ${fmtArea(property.living_space)}`);
+                    }
+                    else {
+                        mismatches.push(`Space: ${fmtArea(property.living_space)} outside ${fmt(sp.living_space)}–${fmt(sp.living_space_to)} m²`);
+                    }
+                }
+                // Property type (weight: 2)
+                const propRsType = fmt(property.rs_type, "");
+                if (sp.rs_types?.length && propRsType) {
+                    maxScore += 2;
+                    if (sp.rs_types.includes(propRsType)) {
+                        score += 2;
+                        matches.push(`Property type: ${propRsType}`);
+                    }
+                    else {
+                        mismatches.push(`Property type: wants ${sp.rs_types.join("/")}, is ${propRsType}`);
+                    }
+                }
+                // Only include profiles that matched on at least 1 criterion
+                if (score > 0) {
+                    results.push({
+                        profileId: sp.id,
+                        clientId: sp.client_id,
+                        score,
+                        maxScore,
+                        matches,
+                        mismatches,
+                    });
+                }
+            }
+            // Sort by score descending
+            results.sort((a, b) => b.score - a.score || a.mismatches.length - b.mismatches.length);
+            const top = results.slice(0, 20);
+            if (top.length === 0) {
+                return textResult(`No matching search profiles found for property "${fmt(property.title, "Untitled")}" ` +
+                    `(${fmt(property.marketing_type)} ${fmt(property.rs_type)}, ${fmtPrice(property.price)}, ` +
+                    `${fmt(property.number_of_rooms)} rooms, ${fmt(property.city, "?")}).\n\n` +
+                    `Checked ${allProfiles.length} search profiles.`);
+            }
+            const header = [
+                `# Matching Contacts for: ${fmt(property.title, "Untitled")} (ID: ${property.id})`,
+                `${fmt(property.marketing_type)} ${fmt(property.rs_type)} — ${fmtPrice(property.price)} — ${fmt(property.number_of_rooms)} rooms — ${fmt(property.city, "?")}`,
+                "",
+                `Found **${results.length}** matching profiles out of ${allProfiles.length} total (showing top ${top.length}):`,
+                "",
+            ].join("\n");
+            const matchLines = top.map((m, i) => {
+                const pct = m.maxScore > 0 ? Math.round((m.score / m.maxScore) * 100) : 0;
+                return [
+                    `**${i + 1}. Contact #${m.clientId}** — Score: ${m.score}/${m.maxScore} (${pct}%) — Profile #${m.profileId}`,
+                    m.matches.length ? `  Matches: ${m.matches.join(", ")}` : null,
+                    m.mismatches.length ? `  Mismatches: ${m.mismatches.join(", ")}` : null,
+                ].filter(Boolean).join("\n");
+            });
+            return textResult(header + matchLines.join("\n\n"));
+        }
+        catch (err) {
+            return errorResult("Property matching", err);
+        }
+    });
+}
+//# sourceMappingURL=composites.js.map