salesflare-mcp-server 1.0.0

package/dist/tools/companies.js

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+/**
+ * Company tools for Salesflare MCP Server
+ *
+ * Implements CRUD operations for companies:
+ * - salesflare_companies_list: List companies with filtering and pagination
+ * - salesflare_companies_create: Create new companies
+ * - salesflare_companies_update: Update existing companies
+ * - salesflare_companies_delete: Delete companies
+ *
+ * @module tools/companies
+ */
+import { SalesflareError, ErrorCode } from '../utils/errors.js';
+/**
+ * Company tool definitions with JSON schemas
+ */
+const companyTools = [
+    {
+        name: 'salesflare_companies_list',
+        description: 'List companies from Salesflare CRM with optional filtering and pagination. ' +
+            'Supports filtering by name (partial match), industry (exact match), tags (AND logic), owner, and search. ' +
+            'Returns paginated results with total count and has_more indicator.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: { type: 'string', description: 'Filter by name (partial match, case-insensitive)' },
+                industry: { type: 'string', description: 'Filter by industry (exact match)' },
+                tags: { type: 'array', items: { type: 'string' }, description: 'Filter by tags (companies must have all specified tags)' },
+                owner: { type: 'string', description: 'Filter by owner ID or name' },
+                search: { type: 'string', description: 'Free-text search across company fields' },
+                page: { type: 'number', description: 'Page number (default: 1)' },
+                limit: { type: 'number', description: 'Items per page (default: 20, max: 100)' },
+            },
+        },
+    },
+    {
+        name: 'salesflare_companies_create',
+        description: 'Create a new company in Salesflare CRM. ' +
+            'Name is required. Optional fields include website, industry, phone, description, address, social_media, tags, and owner_id.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                name: { type: 'string', description: 'Company name (required)' },
+                website: { type: 'string', description: 'Company website URL' },
+                industry: { type: 'string', description: 'Industry category' },
+                phone: { type: 'string', description: 'Phone number' },
+                description: { type: 'string', description: 'Company description' },
+                address: {
+                    type: 'object',
+                    description: 'Address information',
+                    properties: {
+                        street: { type: 'string', description: 'Street address' },
+                        city: { type: 'string', description: 'City' },
+                        state: { type: 'string', description: 'State or province' },
+                        zip: { type: 'string', description: 'ZIP or postal code' },
+                        country: { type: 'string', description: 'Country' },
+                    },
+                },
+                social_media: {
+                    type: 'object',
+                    description: 'Social media profiles',
+                    properties: {
+                        linkedin: { type: 'string', description: 'LinkedIn profile URL' },
+                        twitter: { type: 'string', description: 'Twitter/X handle or URL' },
+                        facebook: { type: 'string', description: 'Facebook page URL' },
+                    },
+                },
+                tags: { type: 'array', items: { type: 'string' }, description: 'Tags to assign' },
+                owner_id: { type: 'string', description: 'Owner/user ID to assign (UUID)' },
+            },
+            required: ['name'],
+        },
+    },
+    {
+        name: 'salesflare_companies_update',
+        description: 'Update an existing company in Salesflare CRM. ' +
+            'Requires company_id. All other fields are optional - only provided fields will be updated.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                company_id: { type: 'string', description: 'Company UUID to update' },
+                name: { type: 'string', description: 'Company name' },
+                website: { type: 'string', description: 'Company website URL' },
+                industry: { type: 'string', description: 'Industry category' },
+                phone: { type: 'string', description: 'Phone number' },
+                description: { type: 'string', description: 'Company description' },
+                address: {
+                    type: 'object',
+                    description: 'Address information',
+                    properties: {
+                        street: { type: 'string', description: 'Street address' },
+                        city: { type: 'string', description: 'City' },
+                        state: { type: 'string', description: 'State or province' },
+                        zip: { type: 'string', description: 'ZIP or postal code' },
+                        country: { type: 'string', description: 'Country' },
+                    },
+                },
+                social_media: {
+                    type: 'object',
+                    description: 'Social media profiles',
+                    properties: {
+                        linkedin: { type: 'string', description: 'LinkedIn profile URL' },
+                        twitter: { type: 'string', description: 'Twitter/X handle or URL' },
+                        facebook: { type: 'string', description: 'Facebook page URL' },
+                    },
+                },
+                tags: { type: 'array', items: { type: 'string' }, description: 'Tags to assign' },
+                owner_id: { type: 'string', description: 'Owner/user ID to assign (UUID)' },
+            },
+            required: ['company_id'],
+        },
+    },
+    {
+        name: 'salesflare_companies_delete',
+        description: 'Delete a company from Salesflare CRM. ' +
+            'Requires company_id. Associated contacts will be unlinked before deletion. ' +
+            'This action cannot be undone.',
+        inputSchema: {
+            type: 'object',
+            properties: {
+                company_id: { type: 'string', description: 'Company UUID to delete' },
+            },
+            required: ['company_id'],
+        },
+    },
+];
+/**
+ * Exported company tools array for unified registration
+ */
+export { companyTools };
+/**
+ * Handle company tool calls
+ *
+ * @param client - Salesflare API client
+ * @param name - Tool name
+ * @param args - Tool arguments
+ * @returns Tool response
+ */
+export async function handleCompaniesTool(client, name, args) {
+    switch (name) {
+        case 'salesflare_companies_list':
+            return await handleListCompanies(client, args);
+        case 'salesflare_companies_create':
+            return await handleCreateCompany(client, args);
+        case 'salesflare_companies_update':
+            return await handleUpdateCompany(client, args);
+        case 'salesflare_companies_delete':
+            return await handleDeleteCompany(client, args);
+        default:
+            throw new SalesflareError({
+                code: ErrorCode.INVALID_INPUT,
+                message: `Unknown company tool: ${name}`,
+                retryable: false,
+            });
+    }
+}
+/**
+ * Register company-related tools with the MCP server
+ *
+ * @deprecated Use handleCompaniesTool instead for unified registration
+ * @param server - MCP Server instance
+ * @param client - Salesflare API client
+ */
+export function registerCompaniesTools(server, client) {
+    // This function is deprecated - use unified tool registration in server.ts
+    // Kept for backward compatibility
+}
+/**
+ * Handle salesflare_companies_list tool call
+ * Implements filters per D-12 to D-16
+ */
+async function handleListCompanies(client, params) {
+    // Build query parameters from filters
+    const queryParams = {};
+    if (params.name)
+        queryParams.name = params.name;
+    if (params.industry)
+        queryParams.industry = params.industry;
+    if (params.tags && params.tags.length > 0)
+        queryParams.tags = params.tags.join(',');
+    if (params.owner)
+        queryParams.owner = params.owner;
+    if (params.search)
+        queryParams.search = params.search;
+    // Pagination
+    queryParams.page = Number(params.page) || 1;
+    queryParams.limit = Number(params.limit) || 20;
+    // Call Salesflare API (companies endpoint is /accounts)
+    const response = await client.get('/accounts', { params: queryParams });
+    // Handle different response formats
+    const items = response.items || (Array.isArray(response) ? response : []);
+    const total = response.total ?? items.length;
+    const page = (response.page ?? Number(params.page)) || 1;
+    const limit = (response.limit ?? Number(params.limit)) || 20;
+    // Transform to curated response format (D-08)
+    const companies = items.map((item) => ({
+        id: item.id,
+        name: item.name,
+        website: item.website,
+        industry: item.industry,
+        phone: item.phone,
+        description: item.description,
+        address: item.address ? {
+            street: item.address.street,
+            city: item.address.city,
+            state: item.address.state,
+            zip: item.address.zip,
+            country: item.address.country,
+        } : undefined,
+        social_media: item.social_media ? {
+            linkedin: item.social_media.linkedin,
+            twitter: item.social_media.twitter,
+            facebook: item.social_media.facebook,
+        } : undefined,
+        tags: item.tags,
+        owner: item.owner ? {
+            id: item.owner.id,
+            name: item.owner.name,
+        } : undefined,
+        created_at: item.created_at,
+        updated_at: item.updated_at,
+    }));
+    const listResponse = {
+        companies,
+        total,
+        page,
+        limit,
+        has_more: page * limit < total,
+    };
+    // Generate human-readable summary (D-09)
+    const summaryText = listResponse.companies.length === 0
+        ? 'No companies found matching the criteria.'
+        : `Found ${listResponse.total} company(ies). Showing page ${listResponse.page} with ${listResponse.companies.length} result(s).` +
+            (listResponse.has_more ? ` More pages available.` : '');
+    return {
+        content: [
+            { type: 'text', text: summaryText },
+            { type: 'text', text: JSON.stringify(listResponse, null, 2) },
+        ],
+    };
+}
+/**
+ * Handle salesflare_companies_create tool call
+ * Name is required per D-01, other fields optional per D-02
+ */
+async function handleCreateCompany(client, params) {
+    // Call Salesflare API to create company (endpoint is /accounts)
+    const response = await client.post('/accounts', {
+        name: params.name,
+        website: params.website,
+        industry: params.industry,
+        phone: params.phone,
+        description: params.description,
+        address: params.address,
+        social_media: params.social_media,
+        tags: params.tags,
+        owner_id: params.owner_id,
+    });
+    // Transform to curated response format (D-08)
+    const company = {
+        id: response.id,
+        name: response.name,
+        website: response.website,
+        industry: response.industry,
+        phone: response.phone,
+        description: response.description,
+        address: response.address ? {
+            street: response.address.street,
+            city: response.address.city,
+            state: response.address.state,
+            zip: response.address.zip,
+            country: response.address.country,
+        } : undefined,
+        social_media: response.social_media ? {
+            linkedin: response.social_media.linkedin,
+            twitter: response.social_media.twitter,
+            facebook: response.social_media.facebook,
+        } : undefined,
+        tags: response.tags,
+        owner: response.owner ? {
+            id: response.owner.id,
+            name: response.owner.name,
+        } : undefined,
+        created_at: response.created_at,
+        updated_at: response.updated_at,
+    };
+    return {
+        content: [
+            { type: 'text', text: `Company created: ${company.name}` },
+            { type: 'text', text: JSON.stringify(company, null, 2) },
+        ],
+    };
+}
+/**
+ * Handle salesflare_companies_update tool call
+ */
+async function handleUpdateCompany(client, params) {
+    const { company_id, ...updateData } = params;
+    // Check if at least one field is provided for update
+    const hasUpdateFields = Object.keys(updateData).length > 0;
+    if (!hasUpdateFields) {
+        return {
+            content: [
+                { type: 'text', text: 'Error [INVALID_INPUT]: At least one field must be provided for update.' },
+                { type: 'text', text: '{}' },
+            ],
+        };
+    }
+    // Call Salesflare API to update company (endpoint is /accounts)
+    const response = await client.patch(`/accounts/${company_id}`, updateData);
+    // Transform to curated response format (D-08)
+    const company = {
+        id: response.id,
+        name: response.name,
+        website: response.website,
+        industry: response.industry,
+        phone: response.phone,
+        description: response.description,
+        address: response.address ? {
+            street: response.address.street,
+            city: response.address.city,
+            state: response.address.state,
+            zip: response.address.zip,
+            country: response.address.country,
+        } : undefined,
+        social_media: response.social_media ? {
+            linkedin: response.social_media.linkedin,
+            twitter: response.social_media.twitter,
+            facebook: response.social_media.facebook,
+        } : undefined,
+        tags: response.tags,
+        owner: response.owner ? {
+            id: response.owner.id,
+            name: response.owner.name,
+        } : undefined,
+        created_at: response.created_at,
+        updated_at: response.updated_at,
+    };
+    return {
+        content: [
+            { type: 'text', text: `Company updated: ${company.name}` },
+            { type: 'text', text: JSON.stringify(company, null, 2) },
+        ],
+    };
+}
+/**
+ * Handle salesflare_companies_delete tool call
+ * Implements D-07: Unlink all associated contacts before deletion
+ */
+async function handleDeleteCompany(client, params) {
+    let unlinkedCount = 0;
+    try {
+        // Step 1: Find associated contacts with this company_id
+        const contactsResponse = await client.get('/contacts', {
+            params: { company_id: params.company_id, limit: 100 },
+        });
+        const associatedContacts = contactsResponse.items || [];
+        // Step 2: Unlink all associated contacts (best effort)
+        // Set company_id to null to preserve contacts while allowing company deletion
+        for (const contact of associatedContacts) {
+            try {
+                await client.patch(`/contacts/${contact.id}`, { company_id: null });
+                unlinkedCount++;
+            }
+            catch (unlinkError) {
+                // Log but don't fail - continue with other contacts and company deletion
+                console.warn(`Failed to unlink contact ${contact.id} from company ${params.company_id}:`, unlinkError);
+            }
+        }
+        // Step 3: Delete the company
+        await client.delete(`/accounts/${params.company_id}`);
+        // Step 4: Return appropriate success message (D-10)
+        const message = unlinkedCount > 0
+            ? `Company deleted. ${unlinkedCount} associated contact(s) unlinked.`
+            : 'Company deleted successfully.';
+        return {
+            content: [{ type: 'text', text: message }],
+        };
+    }
+    catch (error) {
+        // Handle specific error cases
+        if (error instanceof SalesflareError) {
+            // If company not found, we still report success if we tried to unlink contacts
+            if (error.code === ErrorCode.NOT_FOUND && unlinkedCount > 0) {
+                return {
+                    content: [{ type: 'text', text: `Company not found (may have been already deleted). ${unlinkedCount} associated contact(s) were unlinked.` }],
+                };
+            }
+            throw error;
+        }
+        throw error;
+    }
+}

package/dist/tools/contacts.d.ts

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+/**
+ * Contact tools for Salesflare MCP Server
+ *
+ * Implements CRUD operations for contacts:
+ * - salesflare_contacts_list: List contacts with filtering and pagination
+ * - salesflare_contacts_create: Create new contacts
+ * - salesflare_contacts_update: Update existing contacts
+ * - salesflare_contacts_delete: Delete contacts
+ *
+ * @module tools/contacts
+ */
+import { Server } from '@modelcontextprotocol/sdk/server/index.js';
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+import { SalesflareClient } from '../client/salesflare-client.js';
+/**
+ * Contact tool definitions with Zod schemas
+ */
+declare const contactTools: Tool[];
+/**
+ * Exported contact tools array for unified registration
+ */
+export { contactTools };
+/**
+ * Handle contact tool calls
+ *
+ * @param client - Salesflare API client
+ * @param name - Tool name
+ * @param args - Tool arguments
+ * @returns Tool response
+ */
+export declare function handleContactsTool(client: SalesflareClient, name: string, args: unknown): Promise<{
+    content: Array<{
+        type: string;
+        text: string;
+    }>;
+}>;
+/**
+ * Register contact-related tools with the MCP server
+ *
+ * @deprecated Use handleContactsTool instead for unified registration
+ * @param server - MCP Server instance
+ * @param client - Salesflare API client
+ */
+export declare function registerContactsTools(server: Server, client: SalesflareClient): void;
+//# sourceMappingURL=contacts.d.ts.map

package/dist/tools/contacts.d.ts.map

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