/**
* Get Performance Metrics - Comprehensive performance metrics dashboard
* Provides real-time business metrics
*/
import { BaseTool } from '../baseTool.js';
import { MCPToolDefinition, ToolContext } from '../../types/index.js';
export class GetPerformanceMetricsTool extends BaseTool<any, any> {
get definition(): MCPToolDefinition {
return {
name: 'get_performance_metrics',
description: 'Performance metrics: dashboard, conversion rates, pipeline health',
inputSchema: {
type: 'object',
properties: {},
},
};
}
async execute(_input: any, context: ToolContext): Promise<any> {
// Check if using new handle-based parameters for response optimization
const useHandleResponse = this.hasNewParams(_input);
try {
// Fetch data from JobNimbus API
const [jobsResponse, estimatesResponse, activitiesResponse] = await Promise.all([
this.client.get(context.apiKey, 'jobs', { size: 50 }),
this.client.get(context.apiKey, 'estimates', { size: 50 }),
this.client.get(context.apiKey, 'activities', { size: 50 }),
]);
const jobs = jobsResponse.data?.results || [];
const estimates = estimatesResponse.data?.results || [];
const activities = activitiesResponse.data?.activity || activitiesResponse.data?.results || [];
// Calculate job metrics
const totalJobs = jobs.length;
let activeJobs = 0;
let completedJobs = 0;
let lostJobs = 0;
for (const job of jobs) {
const statusName = (job.status_name || '').toLowerCase();
if (
statusName.includes('complete') ||
statusName.includes('won') ||
statusName.includes('sold')
) {
completedJobs += 1;
} else if (
statusName.includes('lost') ||
statusName.includes('cancelled') ||
statusName.includes('declined')
) {
lostJobs += 1;
} else {
activeJobs += 1;
}
}
// Calculate estimate metrics
const totalEstimates = estimates.length;
let approvedEstimates = 0;
let pendingEstimates = 0;
let totalEstimateValue = 0;
for (const estimate of estimates) {
const estimateTotal = parseFloat(estimate.total || 0) || 0;
totalEstimateValue += estimateTotal;
const statusName = (estimate.status_name || '').toLowerCase();
if (
estimate.date_signed > 0 ||
statusName === 'approved' ||
statusName === 'signed'
) {
approvedEstimates += 1;
} else {
pendingEstimates += 1;
}
}
// Calculate activity metrics
const totalActivities = activities.length;
const activityTypes = new Map<string, number>();
for (const activity of activities) {
const type = activity.record_type_name || 'Unknown';
activityTypes.set(type, (activityTypes.get(type) || 0) + 1);
}
// Calculate conversion metrics
const conversionRate =
totalJobs > 0 ? ((completedJobs / totalJobs) * 100).toFixed(2) : '0.00';
const estimateApprovalRate =
totalEstimates > 0 ? ((approvedEstimates / totalEstimates) * 100).toFixed(2) : '0.00';
const averageEstimateValue =
totalEstimates > 0 ? (totalEstimateValue / totalEstimates).toFixed(2) : '0.00';
// Build response data
const responseData = {
data_source: 'Live JobNimbus API data',
analysis_timestamp: new Date().toISOString(),
metrics: {
jobs: {
total: totalJobs,
active: activeJobs,
completed: completedJobs,
lost: lostJobs,
completion_rate: `${conversionRate}%`,
},
estimates: {
total: totalEstimates,
approved: approvedEstimates,
pending: pendingEstimates,
total_value: `$${totalEstimateValue.toFixed(2)}`,
average_value: `$${averageEstimateValue}`,
approval_rate: `${estimateApprovalRate}%`,
},
activities: {
total: totalActivities,
by_type: Object.fromEntries(activityTypes),
average_per_day: (totalActivities / 30).toFixed(1),
},
},
insights: {
pipeline_health:
activeJobs > completedJobs ? 'Growing' : activeJobs < completedJobs ? 'Declining' : 'Stable',
estimate_performance:
parseFloat(estimateApprovalRate) > 20 ? 'Good' : 'Needs Improvement',
activity_level: totalActivities > 50 ? 'High' : totalActivities > 20 ? 'Medium' : 'Low',
},
recommendations: this.generateRecommendations(
activeJobs,
completedJobs,
parseFloat(estimateApprovalRate),
totalActivities
),
};
// Use handle-based response if requested
if (useHandleResponse) {
const envelope = await this.wrapResponse([responseData], _input, context, {
entity: 'performance_metrics',
maxRows: totalJobs + totalEstimates + totalActivities,
pageInfo: {
current_page: 1,
total_pages: 1,
has_more: false,
},
});
return {
...envelope,
query_metadata: {
total_jobs: totalJobs,
total_estimates: totalEstimates,
total_activities: totalActivities,
conversion_rate: conversionRate,
data_freshness: 'real-time',
},
};
}
// Fallback to legacy response
return responseData;
} catch (error) {
return {
error: error instanceof Error ? error.message : 'Unknown error',
status: 'Failed',
};
}
}
private generateRecommendations(
activeJobs: number,
completedJobs: number,
approvalRate: number,
activities: number
): string[] {
const recommendations: string[] = [];
if (activeJobs < completedJobs) {
recommendations.push('Focus on lead generation - active pipeline is declining');
}
if (approvalRate < 20) {
recommendations.push('Improve estimate approval rate - current rate is below 20%');
recommendations.push('Review pricing strategy and value proposition');
}
if (activities < 20) {
recommendations.push('Increase sales activity - current activity level is low');
}
if (activeJobs > completedJobs * 3) {
recommendations.push('Focus on converting active leads - large active pipeline');
}
if (recommendations.length === 0) {
recommendations.push('Performance is healthy - maintain current strategies');
}
return recommendations;
}
}
