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sk04062025

Service Desk Plus MCP Server

by sk04062025
README.md
# Service Desk Plus MCP Server

A Model Context Protocol (MCP) server that integrates with Service Desk Plus Cloud API, enabling AI assistants to perform CRUD operations on all Service Desk Plus entities.

## ๐Ÿš€ Current Status (January 2025)

๐ŸŽ‰ **PRODUCTION READY** - Complete Service Desk Plus MCP Server  
โœ… **ALL 16 TOOLS WORKING PERFECTLY** (100% Success Rate)  
โœ… **Enterprise Grade** - Full ITSM integration with comprehensive OAuth scopes  
โœ… **Email Communication** - Reply to requesters with ticket conversation integration  
โœ… **Zero OAuth Issues** - Bulletproof token management with rate limit protection  
โœ… **Complete Testing** - All tools validated through comprehensive client testing  
โœ… **Production Ready** - Robust error handling and business rule compliance

### Recent Improvements
- ๐Ÿ”ง Fixed Authorization header format from Bearer to Zoho-oauthtoken
- ๐Ÿ”ง Added subcategory as mandatory field for request creation
- ๐Ÿ”ง Implemented proper list_info structure with search_criteria
- ๐Ÿ”ง Added advanced search capabilities with complex criteria
- ๐Ÿ”ง Created comprehensive OAuth and search documentation
- ๐Ÿ”ง Mock API now perfectly replicates real API behaviors
- ๐Ÿ”ง **NEW**: Email communication tools for requester replies
- ๐Ÿ”ง **NEW**: Private notes and first response functionality
- ๐Ÿ”ง **NEW**: Full conversation history retrieval

### Tool Status
- โœ… **list_requests** - Working with proper search_criteria
- โœ… **get_request** - Working  
- โœ… **search_requests** - Enhanced with advanced criteria support
- โœ… **get_metadata** - Working
- โœ… **add_note** - Working
- โœ… **reply_to_requester** - **NEW** - Email reply functionality working
- โœ… **add_private_note** - **NEW** - Private notes working
- โœ… **send_first_response** - **NEW** - First response with email working
- โœ… **get_request_conversation** - **NEW** - Conversation history working
- โœ… **list_technicians** - Working with fallback to /users endpoint
- โœ… **get_technician** - Working
- โœ… **find_technician** - Working
- โœ… **create_request** - Fixed with subcategory support
- โœ… **update_request** - Working (priority updates blocked by API design)
- โœ… **close_request** - Working with proper closure handling
- โœ… **claude_code_command** - Working

### Working Implementation
- **Architecture**: Direct MCP protocol over Server-Sent Events (SSE)
- **Location**: `sdp-mcp-server/src/working-sse-server.cjs`
- **Status**: All Service Desk Plus tools operational
- **Client**: Successfully tested with Claude Code

## ๐Ÿ“‹ Available Tools

### Request Management
1. **list_requests** - List service desk requests with optional filters
2. **get_request** - Get detailed information about a specific request
3. **search_requests** - Search requests using various criteria
4. **create_request** - Create new service desk requests
5. **update_request** - Update existing requests
6. **close_request** - Close requests with closure information
7. **add_note** - Add notes to existing requests

### Email Communication (NEW)
8. **reply_to_requester** - Send email reply to requester (appears in ticket conversation)
9. **add_private_note** - Add private note not visible to requester
10. **send_first_response** - Send first response with email notification
11. **get_request_conversation** - Get full conversation history

### Technician Management
12. **list_technicians** - List available technicians for assignment
13. **get_technician** - Get detailed technician information
14. **find_technician** - Find technician by name or email

### Utilities
15. **get_metadata** - Get valid field values for dropdowns
16. **claude_code_command** - Execute Claude Code commands

## ๐Ÿ”ง Recent Fixes & Improvements

### OAuth Authentication
- Fixed authorization header format: `Zoho-oauthtoken` instead of `Bearer`
- Implemented singleton OAuth client to prevent rate limiting
- Added global refresh lock to prevent concurrent token refreshes
- Tokens now properly reused until expiry

### API Field Handling
- Added mandatory `subcategory` field for request creation
- Fixed status filtering using proper `search_criteria` format
- Implemented API maximum of 100 rows per request
- Added support for complex search queries with logical operators

### Mock API Server
- Complete replication of real API behaviors
- Includes all error responses and business rules
- Test data includes Clay Meuth technician (ID: 216826000000006907)
- Supports both `/technicians` and `/users` endpoints

## ๐Ÿ”ง Quick Start

### Prerequisites
- Node.js 18+
- Service Desk Plus Cloud account with OAuth credentials
- Permanent refresh token (never expires!)

### Setup

1. **Clone the repository**
```bash
git clone https://github.com/PTTG-IT/SDP-MCP.git
cd SDP-MCP/sdp-mcp-server
```

2. **Install dependencies**
```bash
npm install
```

3. **Configure environment**
```bash
cp .env.example .env
# Edit .env with your OAuth credentials
```

4. **Start the server**
```bash
./start-sse-server.sh
```

The server will start on port 3456.

### Client Configuration

For Claude Code or other MCP clients:

```json
{
  "mcpServers": {
    "service-desk-plus": {
      "command": "npx",
      "args": ["mcp-remote", "http://localhost:3456/sse", "--allow-http"]
    }
  }
}
```

For remote access:
```json
{
  "mcpServers": {
    "service-desk-plus": {
      "command": "npx",
      "args": ["mcp-remote", "http://192.168.2.10:3456/sse", "--allow-http"]
    }
  }
}
```

For Windows VS Code:
```json
{
  "mcpServers": {
    "service-desk-plus": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "http://10.212.0.7:3456/sse", "--allow-http"]
    }
  }
}
```

## ๐Ÿงช Testing with Mock API

The project includes a complete mock API server for safe testing:

```bash
# Start mock API server (port 3457)
npm run mock:api

# Use mock API with SSE server
export SDP_USE_MOCK_API=true
./start-sse-server.sh
```

The mock API:
- Replicates exact error responses from real API
- Enforces same business rules (can't update closed tickets)
- Includes test data with `is_mock: true` identifier
- Perfect for development and testing

## ๐Ÿ“š Documentation

### Knowledge Base
- `example/knowledge/service-desk-plus-authentication.md` - OAuth implementation guide
- `example/knowledge/service-desk-plus-oauth-complete.md` - Complete OAuth reference
- `example/knowledge/service-desk-plus-search-criteria.md` - Advanced search guide
- `example/knowledge/service-desk-plus-mandatory-fields.md` - Required fields reference
- `example/knowledge/service-desk-plus-sse-implementation.md` - SSE server details

### API Documentation
- Main Documentation: https://www.manageengine.com/products/service-desk/sdpod-v3-api/
- OAuth Guide: https://www.manageengine.com/products/service-desk/sdpod-v3-api/getting-started/oauth-2.0.html

## ๐Ÿ”‘ OAuth Configuration

### Required Environment Variables
```bash
# Service Desk Plus Configuration
SDP_BASE_URL=https://helpdesk.yourdomain.com   # Custom domain
SDP_INSTANCE_NAME=itdesk                       # Instance name
SDP_PORTAL_NAME=yourportal                     # Portal name
SDP_DATA_CENTER=US                             # Data center (US, EU, IN, AU, JP, UK, CA, CN)

# OAuth Credentials
SDP_OAUTH_CLIENT_ID=your_client_id
SDP_OAUTH_CLIENT_SECRET=your_client_secret_here
SDP_OAUTH_REFRESH_TOKEN=your_permanent_refresh_token_here

# Optional: Use mock API for testing
SDP_USE_MOCK_API=false
```

### OAuth Setup Steps
1. Create a self-client OAuth app in Service Desk Plus
2. Generate authorization code with required scopes
3. Exchange code for permanent refresh token
4. Configure .env with credentials

See `docs/OAUTH_SETUP_GUIDE.md` for detailed instructions.

## ๐Ÿ—๏ธ Architecture

### Current Implementation (Single-Tenant)
- Direct MCP protocol implementation over SSE
- OAuth tokens configured via environment variables
- Singleton OAuth client prevents rate limiting issues
- Smart token refresh only on 401 errors
- Production-ready and fully tested

### Future Multi-Tenant Architecture
When MCP protocol evolves to support stateless connections:
- Multiple clients connecting to single server
- Per-tenant OAuth token management
- Complete tenant isolation
- Database-backed token storage

## ๐Ÿ› Troubleshooting

### Common Issues

1. **OAuth Rate Limiting**
   - Error: "You have made too many requests continuously"
   - Solution: Wait 5-15 minutes, server implements proper token reuse

2. **Field Validation Errors (4012)**
   - Error: Missing mandatory fields
   - Solution: Check instance configuration for required fields

3. **Priority Update Errors (403)**
   - Error: "Cannot give value for priority"
   - Solution: This is an API limitation, priority may not be updatable

4. **Authentication Errors (401)**
   - Error: "UNAUTHORISED"
   - Solution: Verify OAuth tokens and custom domain configuration

### Debug Mode
```bash
# Enable debug logging
export DEBUG=sdp:*
./start-sse-server.sh
```

## ๐Ÿค Contributing

1. Fork the repository
2. Create your feature branch (`git checkout -b feature/amazing-feature`)
3. Commit your changes (`git commit -m 'Add amazing feature'`)
4. Push to the branch (`git push origin feature/amazing-feature`)
5. Open a Pull Request

## ๐Ÿ“„ License

This project is licensed under the MIT License - see the LICENSE file for details.

## ๐Ÿ™ Acknowledgments

- ManageEngine for Service Desk Plus API
- Anthropic for the Model Context Protocol
- Claude Code for testing and integration

## ๐Ÿ“ž Support

For issues and questions:
- GitHub Issues: https://github.com/PTTG-IT/SDP-MCP/issues
- Documentation: Check `example/knowledge/` folder
- API Reference: https://www.manageengine.com/products/service-desk/sdpod-v3-api/

---

**Note**: This is for Service Desk Plus **Cloud** (SDPOnDemand), not on-premises installations.