adjust mcp

lib/mcp/handle_request.rb

@@ -4,6 +4,7 @@ module Mcp
   module HandleRequest
     TOOLS = [
       Mcp::Tools::SearchTemplates,
+      Mcp::Tools::LoadTemplate,
       Mcp::Tools::CreateTemplate,
       Mcp::Tools::SendDocuments,
       Mcp::Tools::SearchDocuments

lib/mcp/tools/create_template.rb

@@ -6,28 +6,23 @@ module Mcp
       SCHEMA = {
         name: 'create_template',
         title: 'Create Template',
-        description: 'Create a template from a PDF. Provide a URL or base64-encoded file content.',
+        description: 'Create a document template. Provide a URL to upload a PDF/DOCX file, or provide only a name ' \
+                     'to create an empty template and receive an edit URL where the file can be uploaded via the UI.',
         inputSchema: {
           type: 'object',
           properties: {
-            url: {
-              type: 'string',
-              description: 'URL of the document file to upload'
-            },
-            file: {
-              type: 'string',
-              description: 'Base64-encoded file content'
-            },
-            filename: {
+            name: {
               type: 'string',
-              description: 'Filename with extension (required when using file)'
+              description: 'Template name (used as the template name and required when url is not provided)'
             },
-            name: {
+            url: {
               type: 'string',
-              description: 'Template name (defaults to filename)'
-            }
+              description: 'Optional URL of a PDF or DOCX file to upload. If omitted, an empty template is ' \
+                           'created and the returned edit_url can be used to upload a file via the UI.'
             }
           },
+          required: %w[name]
+        },
         annotations: {
           readOnlyHint: false,
           destructiveHint: false,
@@ -44,23 +39,22 @@ module Mcp
 
         account = current_user.account
 
-        if arguments['file'].present?
-          tempfile = Tempfile.new
-          tempfile.binmode
-          tempfile.write(Base64.decode64(arguments['file']))
-          tempfile.rewind
+        template = Template.new(
+          account:,
+          author: current_user,
+          folder: account.default_template_folder,
+          name: arguments['name'].to_s.presence || 'New Template',
+          fields: [],
+          schema: []
+        )
 
-          filename = arguments['filename'] || 'document.pdf'
-        elsif arguments['url'].present?
+        if arguments['url'].present?
           tempfile = Tempfile.new
           tempfile.binmode
           tempfile.write(DownloadUtils.call(arguments['url'], validate: true).body)
           tempfile.rewind
 
           filename = File.basename(URI.decode_www_form_component(arguments['url']))
-        else
-          return { content: [{ type: 'text', text: 'Provide either url or file' }], isError: true }
-        end
 
           file = ActionDispatch::Http::UploadedFile.new(
             tempfile:,
@@ -68,13 +62,7 @@ module Mcp
             type: Marcel::MimeType.for(tempfile)
           )
 
-        template = Template.new(
-          account:,
-          author: current_user,
-          folder: account.default_template_folder,
-          name: arguments['name'].presence || File.basename(filename, '.*')
-        )
-
+          template.name = arguments['name'].presence || File.basename(filename, '.*')
           template.save!
 
           documents, = Templates::CreateAttachments.call(template, { files: [file] }, extract_fields: true)
@@ -85,6 +73,9 @@ module Mcp
           end
 
           template.update!(schema:)
+        else
+          template.save!
+        end
 
         WebhookUrls.enqueue_events(template, 'template.created')
 
@@ -104,7 +95,7 @@ module Mcp
           ]
         }
       end
-    end
       # rubocop:enable Metrics/AbcSize, Metrics/MethodLength
     end
+  end
 end

lib/mcp/tools/load_template.rb

@@ -0,0 +1,67 @@
+# frozen_string_literal: true
+
+module Mcp
+  module Tools
+    module LoadTemplate
+      SCHEMA = {
+        name: 'load_template',
+        title: 'Load Template',
+        description: 'Load a template with its fields. Each field includes name, type, and the signing role name.',
+        inputSchema: {
+          type: 'object',
+          properties: {
+            template_id: {
+              type: 'integer',
+              description: 'Template identifier'
+            }
+          },
+          required: %w[template_id]
+        },
+        annotations: {
+          readOnlyHint: true,
+          destructiveHint: false,
+          idempotentHint: true,
+          openWorldHint: false
+        }
+      }.freeze
+
+      module_function
+
+      def call(arguments, _current_user, current_ability)
+        template = Template.accessible_by(current_ability).find_by(id: arguments['template_id'])
+
+        return { content: [{ type: 'text', text: 'Template not found' }], isError: true } unless template
+
+        current_ability.authorize!(:read, template)
+
+        submitters_index = template.submitters.index_by { |s| s['uuid'] }
+
+        roles = template.submitters.pluck('name')
+
+        fields = template.fields.filter_map do |field|
+          next if field['name'].blank?
+
+          {
+            name: field['name'],
+            type: field['type'],
+            role: submitters_index[field['submitter_uuid']]&.dig('name')
+          }
+        end
+
+        {
+          content: [
+            {
+              type: 'text',
+              text: {
+                id: template.id,
+                name: template.name,
+                roles: roles,
+                fields: fields
+              }.to_json
+            }
+          ]
+        }
+      end
+    end
+  end
+end

lib/mcp/tools/send_documents.rb

@@ -31,6 +31,27 @@ module Mcp
                   phone: {
                     type: 'string',
                     description: 'Submitter phone number in E.164 format'
+                  },
+                  role: {
+                    type: 'string',
+                    description: 'Signing role name from the template'
+                  },
+                  fields: {
+                    type: 'array',
+                    description: 'Prefill field values for this submitter (fields become readonly)',
+                    items: {
+                      type: 'object',
+                      properties: {
+                        name: {
+                          type: 'string',
+                          description: 'Field name'
+                        },
+                        value: {
+                          description: 'Prefilled value for the field'
+                        }
+                      },
+                      required: %w[name value]
+                    }
                   }
                 }
               }
@@ -59,9 +80,17 @@ module Mcp
         return { content: [{ type: 'text', text: 'Template has no fields' }], isError: true } if template.fields.blank?
 
         submitters = (arguments['submitters'] || []).map do |s|
-          s.slice('email', 'name', 'role', 'phone')
-           .compact_blank
-           .with_indifferent_access
+          attrs = s.slice('email', 'name', 'role', 'phone').compact_blank
+
+          fields = Array.wrap(s['fields']).filter_map do |f|
+            next if f['name'].blank?
+
+            { 'name' => f['name'], 'default_value' => f['value'], 'readonly' => true }
+          end
+
+          attrs['fields'] = fields if fields.present?
+
+          attrs.with_indifferent_access
         end
 
         submissions = Submissions.create_from_submitters(