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Add MCP blueprint management tools#6

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xdev-2316-crud-for-blueprints
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Add MCP blueprint management tools#6
hookdump wants to merge 14 commits into
mainfrom
xdev-2316-crud-for-blueprints

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@hookdump hookdump commented May 20, 2026

Summary

Adds a full read + create + granular-write tool surface to the @churnkey/mcp server so agents can inspect, create, edit, publish, and manage cancel-flow blueprints and segments through a Data API key. Every edit is granular (the agent never resends the whole nested steps array), draft edits are kept separate from live-impacting actions, and the API audit-logs every configuration change.

This branch is rebased onto current origin/main and includes support for the new cancel-flow REBATE offer type. update_blueprint_offer accepts offerType: "REBATE" plus rebate config fields: amountType, customAmount, percentAmount, mbgWindowDays, and invoiceScope.

Backed by companion API PR churnkey/churnkey-api#836.

Tools

Read

  • list_blueprints - current flow inventory: the default org flow plus every non-deleted segment flow, each with status, published, hasUnpublishedChanges, editable/published blueprint IDs, and compact draft/published metadata.
  • get_blueprint - the full blueprint including the steps array and stable guid values for targeted edits.
  • list_segments - segment metadata in priority order, including priority, enabled, and audience filter rules.

Create

  • create_blueprint (confirm: "create_blueprint") - creates the default org-level draft only when the org does not already have one. Supports template: "empty" | "BASIC" | "B2B" | "MERGEFIELDS" plus optional name/branding/languages.
  • create_segment_flow (confirm: "create_segment_flow") - creates a cancel-flow segment and a linked editable blueprint draft. This is the preferred repeatable path for new flows and smoke tests.
  • archive_segment (confirm: "archive_segment") - soft-deletes a segment, useful for cleaning up disposable test flows.

Blueprint draft edits - granular, draft-only

  • update_blueprint_draft - top-level fields (name, brandImage, primaryColor, translatedLanguages).
  • update_blueprint_step - one step's copy + behavioral config by stepGuid or stepIndex.
  • update_blueprint_offer - an offer's type + functional config, addressable on an offer step, survey choice, or structured follow-up option. Supports discount, pause, trial extension, redirect, plan change, contact, and rebate.
  • edit_survey_structure - add/remove/reorder survey choices and configure a choice's follow-up.
  • add_blueprint_step / remove_blueprint_step - add a step at a canonical place or remove one by stepGuid.

Publish & live segment config - confirm-gated

  • publish_blueprint (confirm: "publish")
  • reorder_segments (confirm: "reorder_segments")
  • set_segment_enabled (confirm: "set_segment_enabled")
  • update_segment_filter (confirm: "update_segment_filter")

Design principles

  • Granular, not full-payload. Each edit sends only the targeted fields, so the agent never reconstructs the full steps array with translations.
  • Draft vs. live. Blueprint edits mutate the unlocked working copy only; publish_blueprint is the live gate. Segment creation/priority/enabled/filter/archive mutate live segment config and require confirmation.
  • Creation mirrors builder quirks. The dashboard creates a blank blueprint and then prepopulates survey/offer structure client-side. The Data API/MCP path now supports server-side templates so newly created flows are useful immediately.
  • Disposable smoke path. The smoke script creates a disabled segment flow, mutates its draft, verifies persistence, changes one disposable offer to REBATE, then archives the segment instead of touching the org's primary draft.

API dependency

Depends on companion API PR: https://github.com/churnkey/churnkey-api/pull/836

Linear

Related PRs

Validation

  • pnpm --filter @churnkey/mcp exec vitest run tests/tools/blueprints.test.ts tests/tools/segments.test.ts - 23 tests passed.
  • pnpm --filter @churnkey/mcp typecheck - passed.
  • pnpm --filter @churnkey/mcp build - passed.
  • git diff --check - clean.

Smoke note

The smoke harness is updated for the create/edit/rebate/archive lifecycle. I did not rerun live --mutate in this pass because it requires a running local API plus credentials and writes real configuration, even though the flow is disposable and archived at the end.

hookdump and others added 14 commits June 3, 2026 16:33
The Data API returns error bodies as plain text, but the client only read
a JSON `message` field, so every validation/authorization failure showed as
a generic "Churnkey API error <status>". Relay the server message verbatim
and add clearer 403/404 fallbacks.

Contract/doc alignment with the dashboard:
- list_blueprints: document the new hasUnpublishedChanges flag and that
  status is a coarse subset of the dashboard badges (not a 1:1 mirror)
- get_blueprint: document the step/offer/survey-choice guid response shape
- list_segments: document audience filter rules, priority, enabled, and
  that A/B variant segments appear as separate entries
- update_blueprint_draft: brandImage validation now mirrors the server
  (path ends in png/jpg/jpeg/gif/webp, or images.churnkey.co); reject
  empty-string step/choice guids instead of silently treating as absent
- dsr_delete: document the deleted/reasonForRejection outcome
- README: scope the live/test mode note (sessions + DSR only; config is
  shared and recoveries are not mode-partitioned); drop the phantom
  invoiceMonth breakdown from the changelog

Tests: add client error-handling cases and brandImage validation cases;
add scripts/smoke.mjs for end-to-end checks against a local churnkey-api.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
New tools so an agent can edit a flow without resending the whole steps array:

- update_blueprint_offer: change an offer's type + functional config
  (discount/pause/trial/redirect/plan-change), addressable on an offer step,
  a survey choice, or a structured follow-up option via guids.
- edit_survey_structure: add/remove/reorder survey choices and configure a
  choice's follow-up (freeform / structured / freeform-structured / none).
- add_blueprint_step / remove_blueprint_step: add a step at a canonical place
  (server builds the base step) or remove one by stepGuid.
- update_blueprint_step gained survey behavior (randomize, followupRequired,
  minLength) and freeform/confirm config.
- set_segment_enabled and update_segment_filter for segment config.

Draft blueprint edits are draft-only and not confirm-gated (publish is the
live gate; destructive ones carry destructiveHint). Segment edits act on live
config so they require a confirm literal. Adds routing/validation tests and an
observed reversible write round-trip to scripts/smoke.mjs.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@hookdump hookdump force-pushed the xdev-2316-crud-for-blueprints branch from 9a67918 to 03da3d7 Compare June 3, 2026 19:38
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