fetch from API

Author: gregsaab

bun.lock

@@ -30,6 +30,7 @@
     "@tigerdata/mcp-boilerplate": "^0.8.0",
     "ai": "^5.0.94",
     "dotenv": "^17.2.3",
+    "jsforce": "^3.10.14",
     "pg": "^8.16.3",
     "zod": "^3.25.76"
   },

package.json

@@ -1,6 +1,14 @@
-import { ApiFactory, InferSchema } from '@tigerdata/mcp-boilerplate';
+import { ApiFactory, InferSchema, log } from '@tigerdata/mcp-boilerplate';
 import { z } from 'zod';
-import { ServerContext } from '../types.js';
+import {
+  CaseDetails,
+  caseDetailsFields,
+  CaseDetailsWithUrl,
+  CaseRow,
+  ServerContext,
+  zCaseDetailsWithUrl,
+} from '../types.js';
+import { getCaseDetails } from '../utils/salesforce.js';
 
 // Pattern used to separate original message in Salesforce emails
 const originalMessagePattern = /[-_]{10,}\s*Original Message\s*[-_]{10,}/i;
@@ -31,76 +39,6 @@ const inputSchema = {
     ),
 } as const;
 
-// Define the case fields schema
-const zCaseDetails = z.object({
-  id: z.string().describe('The unique case identifier'),
-  case_number: z.string().nullish().describe('The case number'),
-  subject: z.string().nullish().describe('The case subject'),
-  status: z.string().nullish().describe('The case status'),
-  is_closed: z.boolean().nullish().describe('Whether the case is closed'),
-  description: z.string().nullish().describe('The original email message'),
-  supplied_email: z
-    .string()
-    .nullish()
-    .describe('The email address of the person who submitted the case'),
-  owner_id: z.string().nullish().describe('The ID of the case owner'),
-  account_id: z
-    .string()
-    .nullish()
-    .describe('The account ID associated with the case'),
-  created_date: z.string().nullish().describe('When the case was created'),
-  closed_date: z.string().nullish().describe('When the case was closed'),
-
-  // Cloud-related fields
-  cloud_region_c: z.string().nullish().describe('Cloud region'),
-  cloud_project_id_c: z.string().nullish().describe('Cloud project ID'),
-  cloud_service_id_c: z.string().nullish().describe('Cloud service ID'),
-  cloud_impact_c: z
-    .string()
-    .nullish()
-    .describe(
-      'Cloud impact level (Production Down / Production Impaired / Just a Question)',
-    ),
-  cloud_is_production_c: z
-    .boolean()
-    .nullish()
-    .describe('Whether this is a production issue'),
-
-  // Case details
-  product_area_c: z.string().nullish().describe('Product area'),
-  platform_name_c: z
-    .string()
-    .nullish()
-    .describe('Platform name (Cloud / MST / PopSQL)'),
-  impact_c: z.string().nullish().describe('Impact level'),
-  supergeo_c: z.string().nullish().describe('Geographic identifier'),
-  problem_description_c: z.string().nullish().describe('Problem description'),
-  troubleshooting_steps_taken_c: z
-    .string()
-    .nullish()
-    .describe('Troubleshooting steps taken'),
-  final_resolution_c: z.string().nullish().describe('Final resolution'),
-
-  // Additional metadata
-  csm_case_c: z.boolean().nullish().describe('Whether this is a CSM case'),
-  dev_help_links_c: z.string().nullish().describe('Developer help links'),
-  parent_case_c: z.string().nullish().describe('Parent case ID'),
-  priority: z.string().nullish().describe('Case priority'),
-  severity_c: z.string().nullish().describe('Case severity'),
-  internal_status_c: z.string().nullish().describe('Internal status'),
-
-  // CSAT details
-  csat_response_c: z.string().nullish().describe('CSAT response'),
-  csatdetail_c: z.string().nullish().describe('CSAT details'),
-});
-type CaseDetails = z.infer<typeof zCaseDetails>;
-const caseDetailsFields = zCaseDetails.keyof().options;
-
-const zCaseDetailsWithUrl = zCaseDetails.extend({
-  url: z.string().optional().describe('The URL to view the case in Salesforce'),
-});
-type CaseDetailsWithUrl = z.infer<typeof zCaseDetailsWithUrl>;
-
 // Define the email schema
 const zEmail = z.object({
   from_address: z.string().nullish().describe('The sender email address'),
@@ -118,47 +56,6 @@ const outputSchema = {
     .describe('Array of email messages in chronological order'),
 } as const;
 
-type CaseRow = {
-  // Case fields
-  id: string;
-  case_number: string | null;
-  subject: string | null;
-  status: string | null;
-  is_closed: boolean | null;
-  description: string | null;
-  supplied_email: string | null;
-  owner_id: string | null;
-  account_id: string | null;
-  created_date: Date | null;
-  closed_date: Date | null;
-  cloud_region_c: string | null;
-  cloud_project_id_c: string | null;
-  cloud_service_id_c: string | null;
-  cloud_impact_c: string | null;
-  cloud_is_production_c: boolean | null;
-  product_area_c: string | null;
-  platform_name_c: string | null;
-  impact_c: string | null;
-  supergeo_c: string | null;
-  problem_description_c: string | null;
-  troubleshooting_steps_taken_c: string | null;
-  final_resolution_c: string | null;
-  csm_case_c: boolean | null;
-  dev_help_links_c: string | null;
-  parent_case_c: string | null;
-  priority: string | null;
-  severity_c: string | null;
-  internal_status_c: string | null;
-  csat_response_c: string | null;
-  csatdetail_c: string | null;
-
-  // Email fields (will be null if no emails)
-  email_id: string | null;
-  email_from_address: string | null;
-  email_created_date: Date | null;
-  email_text_body: string | null;
-};
-
 export const getCaseDetailsFactory: ApiFactory<
   ServerContext,
   typeof inputSchema,
@@ -195,14 +92,25 @@ ORDER BY e.created_date ASC NULLS FIRST
       [case_id_or_number],
     );
 
+    let row: CaseRow | null = null;
     if (result.rows.length === 0) {
-      throw new Error(
-        `No case found with identifier: ${case_id_or_number}. Please verify the case ID/number and try again.`,
-      );
+      log.warn('Case not found in db, using Salesforce API', {
+        caseIdOrNumber: case_id_or_number,
+      });
+
+      row = await getCaseDetails(case_id_or_number);
+
+      if (!row) {
+        throw new Error(
+          `No case found with identifier: ${case_id_or_number}. Please verify the case ID/number and try again.`,
+        );
+      }
+    } else {
+      row = result.rows[0];
     }
 
     // Extract case data from the first row (all rows have the same case data)
-    const [row] = result.rows;
+
     const caseData: CaseDetailsWithUrl = caseDetailsFields.reduce(
       (acc, key) => {
         const value = row[key as keyof CaseRow];

src/apis/getCaseDetails.ts

@@ -27,7 +27,7 @@ export const getCaseSummaryFactory: ApiFactory<
   config: {
     title: 'Get Salesforce Case Summary',
     description:
-      'This retrieves the summary for a specific Salesforce support case. Be sure to create a link to the case in your response, using the returned `url`.',
+      'This retrieves the summary for a specific closed Salesforce support case. Be sure to create a link to the case in your response, using the returned `url`. Note: summaries are only created for cases that are closed. Use the get_case_details tool to retrieve information for a non-closed case.',
     inputSchema,
     outputSchema,
   },

src/apis/getCaseSummary.ts

@@ -256,3 +256,112 @@ export const zUserDetails = z.object({
 });
 
 export type UserDetails = z.infer<typeof zUserDetails>;
+
+export type CaseRow = {
+  // Case fields
+  id: string;
+  case_number: string | null;
+  subject: string | null;
+  status: string | null;
+  is_closed: boolean | null;
+  description: string | null;
+  supplied_email: string | null;
+  owner_id: string | null;
+  account_id: string | null;
+  created_date: Date | null;
+  closed_date: Date | null;
+  cloud_region_c: string | null;
+  cloud_project_id_c: string | null;
+  cloud_service_id_c: string | null;
+  cloud_impact_c: string | null;
+  cloud_is_production_c: boolean | null;
+  product_area_c: string | null;
+  platform_name_c: string | null;
+  impact_c: string | null;
+  problem_description_c: string | null;
+  troubleshooting_steps_taken_c: string | null;
+  final_resolution_c: string | null;
+  csm_case_c: boolean | null;
+  dev_help_links_c: string | null;
+  parent_case_c: string | null;
+  priority: string | null;
+  severity_c: string | null;
+  internal_status_c: string | null;
+  csat_response_c: string | null;
+  csatdetail_c: string | null;
+
+  // Email fields (will be null if no emails)
+  email_id: string | null;
+  email_from_address: string | null;
+  email_created_date: Date | null;
+  email_text_body: string | null;
+};
+
+// Define the case fields schema
+const zCaseDetails = z.object({
+  id: z.string().describe('The unique case identifier'),
+  case_number: z.string().nullish().describe('The case number'),
+  subject: z.string().nullish().describe('The case subject'),
+  status: z.string().nullish().describe('The case status'),
+  is_closed: z.boolean().nullish().describe('Whether the case is closed'),
+  description: z.string().nullish().describe('The original email message'),
+  supplied_email: z
+    .string()
+    .nullish()
+    .describe('The email address of the person who submitted the case'),
+  owner_id: z.string().nullish().describe('The ID of the case owner'),
+  account_id: z
+    .string()
+    .nullish()
+    .describe('The account ID associated with the case'),
+  created_date: z.string().nullish().describe('When the case was created'),
+  closed_date: z.string().nullish().describe('When the case was closed'),
+
+  // Cloud-related fields
+  cloud_region_c: z.string().nullish().describe('Cloud region'),
+  cloud_project_id_c: z.string().nullish().describe('Cloud project ID'),
+  cloud_service_id_c: z.string().nullish().describe('Cloud service ID'),
+  cloud_impact_c: z
+    .string()
+    .nullish()
+    .describe(
+      'Cloud impact level (Production Down / Production Impaired / Just a Question)',
+    ),
+  cloud_is_production_c: z
+    .boolean()
+    .nullish()
+    .describe('Whether this is a production issue'),
+
+  // Case details
+  product_area_c: z.string().nullish().describe('Product area'),
+  platform_name_c: z
+    .string()
+    .nullish()
+    .describe('Platform name (Cloud / MST / PopSQL)'),
+  impact_c: z.string().nullish().describe('Impact level'),
+  problem_description_c: z.string().nullish().describe('Problem description'),
+  troubleshooting_steps_taken_c: z
+    .string()
+    .nullish()
+    .describe('Troubleshooting steps taken'),
+  final_resolution_c: z.string().nullish().describe('Final resolution'),
+
+  // Additional metadata
+  csm_case_c: z.boolean().nullish().describe('Whether this is a CSM case'),
+  dev_help_links_c: z.string().nullish().describe('Developer help links'),
+  parent_case_c: z.string().nullish().describe('Parent case ID'),
+  priority: z.string().nullish().describe('Case priority'),
+  severity_c: z.string().nullish().describe('Case severity'),
+  internal_status_c: z.string().nullish().describe('Internal status'),
+
+  // CSAT details
+  csat_response_c: z.string().nullish().describe('CSAT response'),
+  csatdetail_c: z.string().nullish().describe('CSAT details'),
+});
+export type CaseDetails = z.infer<typeof zCaseDetails>;
+export const caseDetailsFields = zCaseDetails.keyof().options;
+
+export const zCaseDetailsWithUrl = zCaseDetails.extend({
+  url: z.string().optional().describe('The URL to view the case in Salesforce'),
+});
+export type CaseDetailsWithUrl = z.infer<typeof zCaseDetailsWithUrl>;