import {
ListPromptsRequestSchema,
GetPromptRequestSchema,
} from '@modelcontextprotocol/sdk/types.js';
import type { Server } from '@modelcontextprotocol/sdk/server/index.js';
/**
* Setup MCP Prompts for the Pipedrive server
*
* Prompts provide guided workflows for common Pipedrive operations.
* They are templates that help users execute multi-step processes
* with proper context and instructions.
*
* Available prompts:
* - create-deal-workflow - Guide through creating a complete deal with contact and activity
* - sales-qualification - Run BANT qualification checklist on a deal
* - follow-up-sequence - Create a sequence of follow-up activities
* - weekly-pipeline-review - Generate weekly pipeline report
* - lost-deal-analysis - Analyze lost deals for patterns
*
* @param server - The MCP server instance
*/
export function setupPrompts(server: Server) {
// List available prompts
server.setRequestHandler(ListPromptsRequestSchema, async () => {
return {
prompts: [
{
name: 'create-deal-workflow',
description: 'Guide through creating a complete deal with person and initial activity',
arguments: [
{ name: 'dealTitle', description: 'Title of the deal', required: true },
{ name: 'personName', description: 'Name of the contact person', required: true },
{ name: 'personEmail', description: 'Email of the contact', required: false },
],
},
{
name: 'sales-qualification',
description: 'Run BANT qualification checklist on a deal',
arguments: [{ name: 'dealId', description: 'ID of the deal to qualify', required: true }],
},
{
name: 'follow-up-sequence',
description: 'Create a sequence of follow-up activities',
arguments: [
{ name: 'dealId', description: 'ID of the deal to follow up on', required: true },
{
name: 'days',
description: 'Number of days to spread activities over (default: 7)',
required: false,
},
],
},
{
name: 'weekly-pipeline-review',
description: 'Generate weekly pipeline report',
arguments: [],
},
{
name: 'lost-deal-analysis',
description: 'Analyze lost deals for patterns',
arguments: [
{
name: 'startDate',
description: 'Start date in YYYY-MM-DD format',
required: true,
},
{
name: 'endDate',
description: 'End date in YYYY-MM-DD format',
required: true,
},
],
},
],
};
});
// Get specific prompt
server.setRequestHandler(GetPromptRequestSchema, async (request) => {
const { name, arguments: args } = request.params;
if (name === 'create-deal-workflow') {
const personEmail = args?.personEmail ? ` (${args.personEmail})` : '';
return {
messages: [
{
role: 'user',
content: {
type: 'text',
text: `Create a new deal workflow:
1. Create or find person: ${args?.personName}${personEmail}
2. Create deal: "${args?.dealTitle}" linked to this person
3. Add initial follow-up activity for tomorrow
Please execute these steps and provide a summary.`,
},
},
],
};
}
if (name === 'sales-qualification') {
return {
messages: [
{
role: 'user',
content: {
type: 'text',
text: `Run sales qualification (BANT) for deal #${args?.dealId}:
1. Get deal details
2. Check qualification criteria:
- Budget: Does the prospect have budget allocated?
- Authority: Are we talking to the decision maker?
- Need: Is there a clear business need?
- Timeline: Is there a defined purchase timeline?
3. Update deal with qualification notes
4. Recommend next action based on qualification
Please analyze and provide qualification report.`,
},
},
],
};
}
if (name === 'follow-up-sequence') {
const days = args?.days || 7;
return {
messages: [
{
role: 'user',
content: {
type: 'text',
text: `Create follow-up activity sequence for deal #${args?.dealId} over ${days} days:
1. Get deal and person details
2. Create activities:
- Day 1: Email follow-up
- Day 3: Phone call
- Day 7: Final check-in
3. Link all activities to deal and person
4. Provide activity schedule summary
Please create the sequence.`,
},
},
],
};
}
if (name === 'weekly-pipeline-review') {
return {
messages: [
{
role: 'user',
content: {
type: 'text',
text: `Generate weekly pipeline review report:
1. Get all open deals grouped by stage
2. Calculate metrics:
- Total deal value by stage
- Number of deals won/lost this week
- Deals approaching close date
- Stale deals (no activity in 7+ days)
3. Provide recommendations for each stage
4. Format as markdown report
Please generate the report.`,
},
},
],
};
}
if (name === 'lost-deal-analysis') {
return {
messages: [
{
role: 'user',
content: {
type: 'text',
text: `Analyze lost deals from ${args?.startDate} to ${args?.endDate}:
1. Get all deals lost in date range
2. Group by lost_reason
3. Calculate:
- Total value lost
- Most common lost reasons
- Average deal size lost
- Lost deals by stage
4. Provide insights and recommendations
5. Format as analysis report
Please analyze and report findings.`,
},
},
],
};
}
throw new Error(`Unknown prompt: ${name}`);
});
}
