# =pipedrive — Pipedrive CRM (community MCP: iamsamuelfraga/mcp-pipedrive).
#
# Server pin: github.com/iamsamuelfraga/mcp-pipedrive @ main
#   (npm: @iamsamuelfraga/mcp-pipedrive). COMMUNITY server, not an official
#   Pipedrive product. Runs as a per-user stdio MCP (npx) authenticated with
#   the calling user's own Pipedrive API token / OAuth — there is NO public
#   hosted endpoint. Once the user connects (per-user OAuth via the `pipedrive`
#   MCP provider), every scope below works org-wide; only the deep-link host
#   and the optional saved-filter id are tenant-specific (see # ADMIN below).
#
# Verified tool contract (source: src/tools/* @ main, 2026-06-03):
#   deals_list   -> Pipedrive GET /deals
#       args: status(enum open|won|lost|deleted|all_not_deleted),
#             owned_by_you(0|1), user_id, person_id, org_id, pipeline_id,
#             stage_id, filter_id, sort, sort_by(asc|desc), start, limit
#       envelope: { success, data: [ <deal>, ... ], additional_data:{pagination} }
#   deals_search -> Pipedrive GET /deals/search
#       args: term(REQUIRED, >=2 chars), fields(title|notes|custom_fields|all),
#             exact_match(bool), person_id, org_id, status, start, limit
#       envelope: { success, data: { items: [ { item:<deal>, result_score }, ...] } }
#   persons_list -> Pipedrive GET /persons
#       args: start, limit, user_id, org_id, first_char, filter_id, sort
#       envelope: { success, data: [ <person>, ... ], additional_data:{pagination} }
#
# Each deal carries flat fields (src/types/pipedrive-api.ts DealBase): id, title,
# value, currency, formatted_value, status, stage_id, pipeline_id, org_name,
# person_name, owner_name, update_time, expected_close_date, probability.
# NOTE: user_id/person_id/org_id may be a bare number OR a nested reference
# object ({value,name,...}); the transform tolerates both.
schema_version: 1
id: pipedrive
chip: =pipedrive
title: Pipedrive
icon: trending-up
description: My open deals, deal search, and people in Pipedrive CRM.
placeholder_examples:
  - "acme"
  - "renewal"
  - "contract"
emits: Account
# Per-user OAuth token lives under MCP id `pipedrive` (provider pipedrive in
# auth-profiles.yaml). The community server authenticates with the calling
# user's own Pipedrive credentials; no shared service account.
auth_profile_ref: pipedrive_user

requires:
  - mcp: pipedrive
    version: ">=1"
    tools:
      - deals_list
      - deals_search
      - persons_list
    scopes:
      - deals:read

# MCP/network backend: don't fire on every keystroke. Empty query auto-loads
# the default scope (my open deals); free text searches on Enter.
dispatch:
  mode: confirm
  confirm_label: 'Search Pipedrive for "{{query}}"'
  confirm_hint: Press Enter to search your deals

scopes:
  # DEFAULT: my open deals (status=open + owned_by_you=1), newest update first.
  - id: my
    label: My open deals
    default: true
    flow:
      - call:
          kind: mcp
          mcp: pipedrive
          tool: deals_list
          args:
            status: open
            owned_by_you: 1
            # ADMIN (optional): default saved-filter id to pin org-wide. Find it
            # in Pipedrive under Deals > Filters > (edit filter) — the numeric id
            # is in the URL (.../deals?filterId=123). Leave commented to show all
            # of the user's own open deals.
            # filter_id: 123   # ADMIN: default Pipedrive saved-filter id
            sort: update_time
            sort_by: desc
            limit: '{{limit}}'
        out: r
      - transform: &deals_to_rows |
          ((.r.structured_content?.data? // .r.structured_content? // .r) // {}) as $p
          | ( ($p.data?.items?)
              // (($p.data?) | if type == "array" then . else empty end)
              // ($p.items?)
              // ($p | if type == "array" then . else empty end)
              // [] ) as $raw
          | ($raw | map( (.item? // .) )) as $deals
          | ($deals | map(
                . as $d
                | ($d.org_id  // {}) as $orgref
                | ($d.user_id // {}) as $userref
                | ($d.value // 0) as $val
                | ($d.currency // "") as $cur
                | (($d.org_name // (if ($orgref|type)=="object" then $orgref.name else null end)) // "—") as $org
                | (($d.owner_name // (if ($userref|type)=="object" then $userref.name else null end)) // "—") as $owner
                | {
                    id: (($d.id // "") | tostring),
                    name: ($d.title // "(untitled deal)"),
                    subline: ([ ($d.formatted_value // (($val|tostring) + " " + $cur)),
                                ($d.status // empty), $org ]
                              | map(select(. != null and . != "")) | join("  ·  ")),
                    value: $val,
                    currency: $cur,
                    formatted_value: ($d.formatted_value // (($val|tostring) + " " + $cur)),
                    status: ($d.status // "—"),
                    stage_id: ($d.stage_id // "—"),
                    pipeline_id: ($d.pipeline_id // "—"),
                    probability: ($d.probability // "—"),
                    expected_close: ($d.expected_close_date // "—"),
                    updated: ($d.update_time // "—"),
                    org_name: $org,
                    person_name: ($d.person_name // "—"),
                    owner: $owner
                  }
              ))
        out: rows
      - emit: rows

  # All my deals (any status).
  - id: all
    label: All my deals
    flow:
      - call:
          kind: mcp
          mcp: pipedrive
          tool: deals_list
          args:
            status: all_not_deleted
            owned_by_you: 1
            sort: update_time
            sort_by: desc
            limit: '{{limit}}'
        out: r
      - transform: *deals_to_rows
        out: rows
      - emit: rows

  # People in the CRM (persons_list). Owner-scoped to the calling user.
  - id: people
    label: My people
    flow:
      - call:
          kind: mcp
          mcp: pipedrive
          tool: persons_list
          args:
            # ADMIN (optional): default saved-filter id for persons. Find it in
            # Pipedrive under Contacts > People > Filters (numeric id in URL).
            # filter_id: 456   # ADMIN: default Pipedrive person saved-filter id
            sort: update_time
            limit: '{{limit}}'
        out: r
      - transform: |
          ((.r.structured_content?.data? // .r.structured_content? // .r) // {}) as $p
          | ( (($p.data?) | if type == "array" then . else empty end)
              // ($p.items?)
              // ($p | if type == "array" then . else empty end)
              // [] ) as $people
          | ($people | map(
                . as $pn
                | ($pn.org_id // {}) as $orgref
                | (($pn.primary_email
                    // (($pn.email // []) | if type=="array" then (.[0].value? // null) else (.|tostring) end))
                   // "—") as $email
                | {
                    id: (($pn.id // "") | tostring),
                    name: ($pn.name // "(no name)"),
                    subline: ([ $email,
                                (if ($orgref|type)=="object" then $orgref.name else ($pn.org_name // null) end) ]
                              | map(select(. != null and . != "")) | join("  ·  ")),
                    email: $email,
                    org_name: (if ($orgref|type)=="object" then ($orgref.name // "—") else ($pn.org_name // "—") end),
                    owner: ($pn.owner_name // "—"),
                    updated: ($pn.update_time // "—"),
                    value: 0,
                    status: "—",
                    formatted_value: "—",
                    person_name: ($pn.name // "—")
                  }
              ))
        out: rows
      - emit: rows

  # Typing after the chip searches deals by term (deals_search). `term` is a
  # plain query string (NOT a query DSL), passed as a JSON string arg — no
  # escape filter applies. Minimum 2 chars enforced server-side.
  - id: search
    label: Search deals
    match:
      - text: '{{query}}'
        flow:
          - call:
              kind: mcp
              mcp: pipedrive
              tool: deals_search
              args:
                term: '{{query}}'
                fields: all
                status: open
                limit: '{{limit}}'
            out: r
          - transform: *deals_to_rows
            out: rows
          - emit: rows

filters:
  - id: status
    kind: enum
    label: Status
    apply: pre
    maps_to: args.status
    static:
      - open
      - won
      - lost
      - all_not_deleted

actions:
  - id: open
    kind: url
    target: row
    label: Open in Pipedrive
    icon: external_link
    # ADMIN: set your Pipedrive company domain (the subdomain in your Pipedrive
    # URL, e.g. acme.pipedrive.com -> "acme"). Find it in Pipedrive Settings >
    # Company settings, or read it off any in-app URL. The community MCP does
    # not return a browsable deal URL, so this deep-link host must be pinned
    # here. Replace YOUR_COMPANY below.
    url_template: 'https://YOUR_COMPANY.pipedrive.com/deal/{{row.id}}'   # ADMIN: replace YOUR_COMPANY with your Pipedrive subdomain

presentation:
  widget: list
  title_field: name
  subtitle_field: subline
  list_fields:
    - name
    - formatted_value
    - status
    - org_name
  search_fields:
    - name
    - org_name
    - person_name
    - owner
    - status
  sort_field: updated
  sort_order: desc
  row_key_field: id
  searchable: true
  filterable: true
  right_widget:
    kind: card
    mode: selected_row
    bind:
      title: '{{row.name}}'
      subtitle: '{{row.formatted_value}} · {{row.status}}'
      fields:
        - { label: Value,        value: '{{row.formatted_value}}' }
        - { label: Status,       value: '{{row.status}}' }
        - { label: Probability,  value: '{{row.probability}}' }
        - { label: Organization, value: '{{row.org_name}}' }
        - { label: Contact,      value: '{{row.person_name}}' }
        - { label: Owner,        value: '{{row.owner}}' }
        - { label: Expected close, value: '{{row.expected_close}}' }
        - { label: Updated,      value: '{{row.updated}}' }
      actions:
        - open

enabled: true
provisioning_mode: public
departments: []
roles: []
groups: []