salesflare-mcp-server 1.0.0

package/dist/tools/pipeline.js

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+/**
+ * Pipeline tools for Salesflare MCP Server
+ *
+ * Implements pipeline operations:
+ * - salesflare_pipeline_list_stages: List pipeline stages
+ * - salesflare_pipeline_get_overview: Get pipeline statistics
+ *
+ * @module tools/pipeline
+ */
+import { SalesflareError, ErrorCode } from '../utils/errors.js';
+/**
+ * Pipeline tool definitions with JSON schemas
+ */
+const pipelineTools = [
+    {
+        name: 'salesflare_pipeline_list_stages',
+        description: 'List pipeline stages from Salesflare CRM. ' +
+            'Supports filtering by pipeline_id to get stages for a specific pipeline. ' +
+            'Returns all stages across all pipelines by default, sorted by pipeline and position.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                pipeline_id: { type: 'string', description: 'Filter by pipeline ID (UUID, optional)' },
+            },
+        },
+    },
+    {
+        name: 'salesflare_pipeline_get_overview',
+        description: 'Get pipeline overview and statistics from Salesflare CRM. ' +
+            'Shows deals per stage, total values, and win/loss counts. ' +
+            'Supports filtering by pipeline_id for single pipeline view. ' +
+            'Values are displayed in human-readable format (e.g., "$10,000.00").',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                pipeline_id: { type: 'string', description: 'Filter by pipeline ID (UUID, optional)' },
+            },
+        },
+    },
+];
+/**
+ * Exported pipeline tools array for unified registration
+ */
+export { pipelineTools };
+/**
+ * Handle pipeline tool calls
+ *
+ * @param client - Salesflare API client
+ * @param name - Tool name
+ * @param args - Tool arguments
+ * @returns Tool response
+ */
+export async function handlePipelineTool(client, name, args) {
+    switch (name) {
+        case 'salesflare_pipeline_list_stages':
+            return await handleListStages(client, args);
+        case 'salesflare_pipeline_get_overview':
+            return await handleGetOverview(client, args);
+        default:
+            throw new SalesflareError({
+                code: ErrorCode.INVALID_INPUT,
+                message: `Unknown pipeline tool: ${name}`,
+                retryable: false,
+            });
+    }
+}
+/**
+ * Register pipeline-related tools with the MCP server
+ *
+ * @deprecated Use handlePipelineTool instead for unified registration
+ * @param server - MCP Server instance
+ * @param client - Salesflare API client
+ */
+export function registerPipelineTools(server, client) {
+    // This function is deprecated - use unified tool registration in server.ts
+    // Kept for backward compatibility
+}
+/**
+ * Convert cents to dollars
+ */
+function centsToDollars(cents) {
+    return cents / 100;
+}
+/**
+ * Format currency value for human-readable display
+ * Example: 1000000 cents → '$10,000.00' (per D-24)
+ */
+function formatCurrency(valueInCents, currency = 'USD') {
+    const dollars = centsToDollars(valueInCents);
+    // Format with appropriate locale based on currency
+    let locale = 'en-US';
+    switch (currency.toUpperCase()) {
+        case 'EUR':
+            locale = 'de-DE';
+            break;
+        case 'GBP':
+            locale = 'en-GB';
+            break;
+        case 'JPY':
+            locale = 'ja-JP';
+            break;
+        default:
+            locale = 'en-US';
+    }
+    try {
+        return new Intl.NumberFormat(locale, {
+            style: 'currency',
+            currency: currency.toUpperCase(),
+        }).format(dollars);
+    }
+    catch {
+        // Fallback for unsupported currency codes
+        return `$${dollars.toFixed(2)}`;
+    }
+}
+/**
+ * Handle salesflare_pipeline_list_stages tool call
+ * Supports filtering by pipeline_id per D-21
+ */
+async function handleListStages(client, params) {
+    let stages = [];
+    let total = 0;
+    if (params.pipeline_id) {
+        // Get stages for specific pipeline
+        const response = await client.get(`/pipelines/${params.pipeline_id}/stages`);
+        const items = response.items || [];
+        stages = items.map((item) => ({
+            id: item.id,
+            name: item.name,
+            pipeline_id: params.pipeline_id,
+            position: item.position,
+            created_at: item.created_at,
+        }));
+        total = response.total ?? items.length;
+    }
+    else {
+        // Get all pipelines first, then their stages
+        const pipelinesResponse = await client.get('/pipelines');
+        // Handle different response formats
+        const pipelines = pipelinesResponse.items || [];
+        // Fetch stages for each pipeline
+        const stagesPromises = pipelines.map(async (pipeline) => {
+            const pipelineId = pipeline.id;
+            try {
+                const stagesResponse = await client.get(`/pipelines/${pipelineId}/stages`);
+                const stagesItems = stagesResponse.items || [];
+                return stagesItems.map((item) => ({
+                    id: item.id,
+                    name: item.name,
+                    pipeline_id: pipelineId,
+                    position: item.position,
+                    created_at: item.created_at,
+                }));
+            }
+            catch {
+                // If can't fetch stages for a pipeline, return empty array
+                return [];
+            }
+        });
+        const stagesArrays = await Promise.all(stagesPromises);
+        stages = stagesArrays.flat();
+        // Sort by pipeline_id, then position (per D-22)
+        stages.sort((a, b) => {
+            if (a.pipeline_id !== b.pipeline_id) {
+                return a.pipeline_id.localeCompare(b.pipeline_id);
+            }
+            return a.position - b.position;
+        });
+        total = stages.length;
+    }
+    const listResponse = {
+        stages,
+        pipeline_id: params.pipeline_id,
+        total,
+    };
+    // Generate human-readable summary
+    let summaryText;
+    if (stages.length === 0) {
+        summaryText = params.pipeline_id
+            ? 'No stages found for the specified pipeline.'
+            : 'No pipeline stages found.';
+    }
+    else {
+        summaryText = `Found ${total} pipeline stage(s)`;
+        if (params.pipeline_id) {
+            summaryText += ` for pipeline ${params.pipeline_id}`;
+        }
+        summaryText += '.';
+        // List stages
+        const stageList = stages.slice(0, 10).map((stage) => {
+            return `  ${stage.position}. ${stage.name}`;
+        });
+        if (stageList.length > 0) {
+            summaryText += '\n\nStages:\n' + stageList.join('\n');
+        }
+        if (stages.length > 10) {
+            summaryText += `\n  ... and ${stages.length - 10} more`;
+        }
+    }
+    return {
+        content: [
+            { type: 'text', text: summaryText },
+            { type: 'text', text: JSON.stringify(listResponse, null, 2) },
+        ],
+    };
+}
+/**
+ * Handle salesflare_pipeline_get_overview tool call
+ * Returns pipeline statistics per D-18, D-23, D-24
+ */
+async function handleGetOverview(client, params) {
+    const overviews = [];
+    // Get pipelines to process
+    let pipelines = [];
+    if (params.pipeline_id) {
+        // Get specific pipeline
+        try {
+            const pipelineResponse = await client.get(`/pipelines/${params.pipeline_id}`);
+            pipelines = [{
+                    id: pipelineResponse.id,
+                    name: pipelineResponse.name,
+                    currency: pipelineResponse.currency || 'USD',
+                }];
+        }
+        catch (error) {
+            if (error instanceof SalesflareError && error.code === ErrorCode.NOT_FOUND) {
+                throw new SalesflareError({
+                    code: ErrorCode.NOT_FOUND,
+                    message: `Pipeline not found: ${params.pipeline_id}`,
+                    retryable: false,
+                });
+            }
+            throw error;
+        }
+    }
+    else {
+        // Get all pipelines
+        const pipelinesResponse = await client.get('/pipelines');
+        const pipelinesItems = pipelinesResponse.items || [];
+        pipelines = pipelinesItems.map((p) => ({
+            id: p.id,
+            name: p.name,
+            currency: p.currency || 'USD',
+        }));
+    }
+    // Gather statistics for each pipeline
+    for (const pipeline of pipelines) {
+        try {
+            // Get stages for this pipeline
+            const stagesResponse = await client.get(`/pipelines/${pipeline.id}/stages`);
+            // Get deals for this pipeline
+            const dealsResponse = await client.get('/opportunities', {
+                params: { pipeline_id: pipeline.id, limit: 1000 },
+            });
+            const stagesItems = stagesResponse.items || [];
+            const dealsItems = dealsResponse.items || [];
+            // Calculate statistics per stage
+            const stageStatistics = stagesItems.map((stage) => {
+                const stageDeals = dealsItems.filter((d) => d.stage_id === stage.id);
+                const stageValueCents = stageDeals.reduce((sum, d) => sum + (d.value || 0), 0);
+                return {
+                    stage_id: stage.id,
+                    stage_name: stage.name,
+                    position: stage.position,
+                    deal_count: stageDeals.length,
+                    total_value_cents: stageValueCents,
+                    total_value_display: formatCurrency(stageValueCents, pipeline.currency),
+                };
+            });
+            // Calculate overall totals
+            const totalValueCents = dealsItems.reduce((sum, d) => sum + (d.value || 0), 0);
+            const openDeals = dealsItems.filter((d) => d.status === 'open').length;
+            const wonDeals = dealsItems.filter((d) => d.status === 'won').length;
+            const lostDeals = dealsItems.filter((d) => d.status === 'lost').length;
+            overviews.push({
+                pipeline_id: pipeline.id,
+                pipeline_name: pipeline.name,
+                total_deals: dealsItems.length,
+                total_value_cents: totalValueCents,
+                total_value_display: formatCurrency(totalValueCents, pipeline.currency),
+                stages: stageStatistics,
+                open_deals: openDeals,
+                won_deals: wonDeals,
+                lost_deals: lostDeals,
+            });
+        }
+        catch {
+            // Skip pipelines we can't fetch data for
+            continue;
+        }
+    }
+    const response = {
+        pipelines: overviews,
+        total_pipelines: overviews.length,
+    };
+    // Generate human-readable summary
+    let summaryText;
+    if (overviews.length === 0) {
+        summaryText = params.pipeline_id
+            ? 'No data found for the specified pipeline.'
+            : 'No pipeline overview data available.';
+    }
+    else if (overviews.length === 1) {
+        const overview = overviews[0];
+        summaryText = `Pipeline Overview: ${overview.pipeline_name}\n` +
+            `Total: ${overview.total_deals} deals worth ${overview.total_value_display}\n` +
+            `Status: ${overview.open_deals} open, ${overview.won_deals} won, ${overview.lost_deals} lost`;
+        if (overview.stages.length > 0) {
+            summaryText += '\n\nStages:';
+            overview.stages.forEach((stage) => {
+                summaryText += `\n  ${stage.stage_name}: ${stage.deal_count} deals (${stage.total_value_display})`;
+            });
+        }
+    }
+    else {
+        summaryText = `Pipeline Overview for ${overviews.length} pipelines:\n`;
+        overviews.forEach((overview) => {
+            summaryText += `\n${overview.pipeline_name}: ${overview.total_deals} deals, ${overview.total_value_display} ` +
+                `(${overview.open_deals} open, ${overview.won_deals} won, ${overview.lost_deals} lost)`;
+        });
+    }
+    return {
+        content: [
+            { type: 'text', text: summaryText },
+            { type: 'text', text: JSON.stringify(response, null, 2) },
+        ],
+    };
+}

package/dist/tools/tasks.d.ts

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+/**
+ * Task tools for Salesflare MCP Server
+ *
+ * Implements CRUD operations for tasks:
+ * - salesflare_tasks_list: List tasks with filtering and pagination
+ * - salesflare_tasks_create: Create new tasks
+ * - salesflare_tasks_update: Update existing tasks (mark complete/incomplete)
+ *
+ * @module tools/tasks
+ */
+import { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+import { SalesflareClient } from '../client/salesflare-client.js';
+/**
+ * Task tool definitions with JSON schemas
+ */
+declare const taskTools: Tool[];
+/**
+ * Exported task tools array for unified registration
+ */
+export { taskTools };
+/**
+ * Handle task tool calls
+ *
+ * @param client - Salesflare API client
+ * @param name - Tool name
+ * @param args - Tool arguments
+ * @returns Tool response
+ */
+export declare function handleTasksTool(client: SalesflareClient, name: string, args: unknown): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+/**
+ * Register task-related tools with the MCP server
+ *
+ * @deprecated Use handleTasksTool instead for unified registration
+ * @param server - MCP Server instance
+ * @param client - Salesflare API client
+ */
+export declare function registerTasksTools(server: Server, client: SalesflareClient): void;
+//# sourceMappingURL=tasks.d.ts.map

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