eminuxCRM/mcp/server.rb

# frozen_string_literal: true

require "json"
require "net/http"
require "uri"
require "mcp"

module EminuxCrmMcp
  module Client
    module_function

    def crm_url
      ENV.fetch("CRM_URL", "http://localhost:3001").to_s.sub(%r{/+\z}, "")
    end

    def api_token
      ENV.fetch("CRM_API_TOKEN", "")
    end

    def request(method, path, body: nil)
      if api_token.strip.empty?
        return error_payload("Imposta CRM_API_TOKEN (token creato in CRM → Token API).")
      end

      uri = URI.parse("#{crm_url}#{path}")
      http = Net::HTTP.new(uri.host, uri.port)
      http.use_ssl = uri.scheme == "https"
      http.open_timeout = 10
      http.read_timeout = 30

      request = http_class(method).new(uri)
      request["Authorization"] = "Bearer #{api_token}"
      request["Accept"] = "application/json"
      if body
        request["Content-Type"] = "application/json"
        request.body = JSON.generate(body)
      end

      response = http.request(request)
      payload = parse_json(response.body)
      text = JSON.pretty_generate(payload)
      MCP::Tool::Response.new([ { type: "text", text: text } ], error: response.code.to_i >= 400)
    rescue StandardError => e
      error_payload("#{e.class}: #{e.message}")
    end

    def http_class(method)
      {
        get: Net::HTTP::Get,
        post: Net::HTTP::Post,
        patch: Net::HTTP::Patch
      }.fetch(method)
    end

    def parse_json(raw)
      JSON.parse(raw.to_s)
    rescue JSON::ParserError
      { error: "Risposta non JSON", body: raw.to_s[0, 2000] }
    end

    def error_payload(message)
      MCP::Tool::Response.new([ { type: "text", text: message } ], error: true)
    end

    def compact(hash)
      hash.each_with_object({}) do |(key, value), acc|
        acc[key] = value unless value.nil? || value == ""
      end
    end
  end

  class ListProjects < MCP::Tool
    description "Elenca i progetti CRM accessibili all'utente del token."

    class << self
      def call(server_context: nil)
        Client.request(:get, "/api/v1/projects")
      end
    end
  end

  class Today < MCP::Tool
    description "Cosa fare oggi nel progetto: task scaduti, di oggi, in arrivo e opportunità ferme da 7+ giorni."
    input_schema(
      properties: {
        project_code: { type: "string", description: "Codice progetto, es. matchlivetv" }
      },
      required: %w[project_code]
    )

    class << self
      def call(project_code:, server_context: nil)
        Client.request(:get, "/api/v1/p/#{encode(project_code)}/today")
      end

      def encode(value)
        URI.encode_www_form_component(value.to_s)
      end
    end
  end

  class Search < MCP::Tool
    description "Cerca organizzazioni, contatti e opportunità nel progetto."
    input_schema(
      properties: {
        project_code: { type: "string", description: "Codice progetto, es. matchlivetv" },
        q: { type: "string", description: "Testo di ricerca" }
      },
      required: %w[project_code q]
    )

    class << self
      def call(project_code:, q:, server_context: nil)
        query = URI.encode_www_form(q: q)
        Client.request(:get, "/api/v1/p/#{Today.encode(project_code)}/search?#{query}")
      end
    end
  end

  class GetOrganization < MCP::Tool
    description "Scheda organizzazione: anagrafica, contatti, opportunità aperte, task pending e ultime attività."
    input_schema(
      properties: {
        project_code: { type: "string" },
        id: { type: "integer", description: "ID organizzazione" }
      },
      required: %w[project_code id]
    )

    class << self
      def call(project_code:, id:, server_context: nil)
        Client.request(:get, "/api/v1/p/#{Today.encode(project_code)}/organizations/#{id}")
      end
    end
  end

  class CreateTask < MCP::Tool
    description "Crea un task (follow-up, chiamata, email, …) su un'organizzazione del progetto."
    input_schema(
      properties: {
        project_code: { type: "string" },
        organization_id: { type: "integer" },
        title: { type: "string" },
        due_at: { type: "string", description: "ISO8601, es. 2026-09-03T10:00:00+02:00" },
        description: { type: "string" },
        contact_id: { type: "integer" },
        opportunity_id: { type: "integer" },
        assigned_user_id: { type: "integer" },
        priority: { type: "string", description: "low, normal, high, urgent" },
        task_type: { type: "string", description: "follow_up, call, email, meeting, demo, proposal, generic" }
      },
      required: %w[project_code organization_id title due_at]
    )

    class << self
      def call(project_code:, organization_id:, title:, due_at:, description: nil, contact_id: nil,
               opportunity_id: nil, assigned_user_id: nil, priority: nil, task_type: nil, server_context: nil)
        Client.request(
          :post,
          "/api/v1/p/#{Today.encode(project_code)}/tasks",
          body: Client.compact(
            organization_id: organization_id,
            title: title,
            due_at: due_at,
            description: description,
            contact_id: contact_id,
            opportunity_id: opportunity_id,
            assigned_user_id: assigned_user_id,
            priority: priority,
            task_type: task_type
          )
        )
      end
    end
  end

  class CompleteTask < MCP::Tool
    description "Segna un task come completato e registra l'attività in timeline."
    input_schema(
      properties: {
        project_code: { type: "string" },
        id: { type: "integer", description: "ID task" }
      },
      required: %w[project_code id]
    )

    class << self
      def call(project_code:, id:, server_context: nil)
        Client.request(:post, "/api/v1/p/#{Today.encode(project_code)}/tasks/#{id}/complete")
      end
    end
  end

  class CreateActivity < MCP::Tool
    description "Annota un'attività in timeline (nota, chiamata, email inviata/ricevuta, demo, proposta, …)."
    input_schema(
      properties: {
        project_code: { type: "string" },
        organization_id: { type: "integer" },
        activity_type: { type: "string", description: "note, email_sent, email_received, call, meeting, demo, follow_up, proposal_sent, other, …" },
        subject: { type: "string" },
        description: { type: "string" },
        happened_at: { type: "string", description: "ISO8601; default ora" },
        contact_id: { type: "integer" },
        opportunity_id: { type: "integer" }
      },
      required: %w[project_code organization_id activity_type subject]
    )

    class << self
      def call(project_code:, organization_id:, activity_type:, subject:, description: nil, happened_at: nil,
               contact_id: nil, opportunity_id: nil, server_context: nil)
        Client.request(
          :post,
          "/api/v1/p/#{Today.encode(project_code)}/activities",
          body: Client.compact(
            organization_id: organization_id,
            activity_type: activity_type,
            subject: subject,
            description: description,
            happened_at: happened_at,
            contact_id: contact_id,
            opportunity_id: opportunity_id
          )
        )
      end
    end
  end

  class UpdateOpportunityStage < MCP::Tool
    description "Sposta un'opportunità di pipeline (to_contact, contacted, replied, interested, demo_trial, first_use, proposal, won, lost)."
    input_schema(
      properties: {
        project_code: { type: "string" },
        id: { type: "integer", description: "ID opportunità" },
        pipeline_stage: { type: "string" },
        lost_reason: { type: "string", description: "Obbligatorio se stage = lost" },
        notes: { type: "string" }
      },
      required: %w[project_code id pipeline_stage]
    )

    class << self
      def call(project_code:, id:, pipeline_stage:, lost_reason: nil, notes: nil, server_context: nil)
        Client.request(
          :patch,
          "/api/v1/p/#{Today.encode(project_code)}/opportunities/#{id}/stage",
          body: Client.compact(
            pipeline_stage: pipeline_stage,
            lost_reason: lost_reason,
            notes: notes
          )
        )
      end
    end
  end
end

server = MCP::Server.new(
  name: "eminuxcrm",
  version: "1.0.0",
  tools: [
    EminuxCrmMcp::ListProjects,
    EminuxCrmMcp::Today,
    EminuxCrmMcp::Search,
    EminuxCrmMcp::GetOrganization,
    EminuxCrmMcp::CreateTask,
    EminuxCrmMcp::CompleteTask,
    EminuxCrmMcp::CreateActivity,
    EminuxCrmMcp::UpdateOpportunityStage
  ]
)

transport = MCP::Server::Transports::StdioTransport.new(server)
transport.open if $PROGRAM_NAME == __FILE__ || File.basename($PROGRAM_NAME.to_s) == "crm-mcp"