feat(agent-toolkit): add get_account_context tool

packages/agent-toolkit/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mondaydotcomorg/agent-toolkit",
-  "version": "5.3.3",
+  "version": "5.4.0",
 
 
   "description": "monday.com agent toolkit",

packages/agent-toolkit/src/core/tools/platform-api-tools/get-account-context/get-account-context-tool.ts

@@ -0,0 +1,46 @@
+import { ToolOutputType, ToolType } from '../../../tool';
+import { BaseMondayApiTool, createMondayApiAnnotations } from '../base-monday-api-tool';
+import { getAccountContextQuery } from './get-account-context.graphql';
+import { GetAccountContextQuery } from '../../../../monday-graphql/generated/graphql/graphql';
+
+export class GetAccountContextTool extends BaseMondayApiTool<undefined> {
+  name = 'get_account_context';
+  type = ToolType.READ;
+  annotations = createMondayApiAnnotations({
+    title: 'Get Account Context',
+    readOnlyHint: true,
+    destructiveHint: false,
+    idempotentHint: true,
+  });
+
+  getDescription(): string {
+    return (
+      "Fetch the current user's account information including account identity, plan details, active products, and configuration. " +
+      'Use this tool when you need to: ' +
+      'identify which account the user belongs to (id, name, slug), ' +
+      "check the account's plan tier, billing period, or user limits (max_users), " +
+      'count how many people/members are in the account (returns active_members_count — PREFERRED over listing users when only the count is needed), ' +
+      'discover which products are active (core, CRM, software, service, marketing, forms, whiteboard), ' +
+      'determine trial status (is_during_trial, is_trial_expired), ' +
+      'or get account-level settings (first_day_of_the_week, show_timeline_weekends, country_code).'
+    );
+  }
+
+  getInputSchema(): undefined {
+    return undefined;
+  }
+
+  protected async executeInternal(): Promise<ToolOutputType<never>> {
+    const { me } = await this.mondayApi.request<GetAccountContextQuery>(getAccountContextQuery, {});
+
+    if (!me) {
+      return {
+        content: 'AUTHENTICATION_ERROR: Unable to fetch account context. Verify API token and user permissions.',
+      };
+    }
+
+    return {
+      content: me.account,
+    };
+  }
+}

packages/agent-toolkit/src/core/tools/platform-api-tools/get-account-context/get-account-context.graphql.ts

@@ -0,0 +1,34 @@
+import { gql } from 'graphql-request';
+
+export const getAccountContextQuery = gql`
+  query GetAccountContext {
+    me {
+      account {
+        id
+        name
+        slug
+        tier
+        country_code
+        created_at
+        first_day_of_the_week
+        active_members_count
+        is_during_trial
+        is_trial_expired
+        show_timeline_weekends
+        sign_up_product_kind
+        plan {
+          tier
+          period
+          max_users
+          version
+        }
+        products {
+          id
+          kind
+          tier
+          default_workspace_id
+        }
+      }
+    }
+  }
+`;

packages/agent-toolkit/src/core/tools/platform-api-tools/get-account-context/get-account-context.test.ts

@@ -0,0 +1,112 @@
+import { MondayAgentToolkit } from 'src/mcp/toolkit';
+import { callToolByNameRawAsync, createMockApiClient, parseToolResult } from '../test-utils/mock-api-client';
+import { GetAccountContextQuery } from 'src/monday-graphql/generated/graphql/graphql';
+import { FirstDayOfTheWeek } from 'src/monday-graphql/generated/graphql/graphql';
+
+describe('GetAccountContextTool', () => {
+  let mocks: ReturnType<typeof createMockApiClient>;
+
+  beforeEach(() => {
+    mocks = createMockApiClient();
+    jest.spyOn(MondayAgentToolkit.prototype as any, 'createApiClient').mockReturnValue(mocks.mockApiClient);
+  });
+
+  const fullAccountResponse: GetAccountContextQuery = {
+    me: {
+      account: {
+        id: '12345',
+        name: 'Acme Corp',
+        slug: 'acme-corp',
+        tier: 'enterprise',
+        country_code: 'US',
+        created_at: '2023-01-15',
+        first_day_of_the_week: FirstDayOfTheWeek.Monday,
+        active_members_count: 150,
+        is_during_trial: false,
+        is_trial_expired: false,
+        show_timeline_weekends: false,
+        sign_up_product_kind: 'core',
+        plan: {
+          tier: 'enterprise',
+          period: 'yearly',
+          max_users: 500,
+          version: 3,
+        },
+        products: [
+          { id: '1', kind: 'core', tier: 'enterprise', default_workspace_id: '100' },
+          { id: '2', kind: 'crm', tier: 'enterprise', default_workspace_id: '200' },
+          null,
+        ],
+      },
+    },
+  };
+
+  it('should fetch full account context with plan and products', async () => {
+    mocks.setResponse(fullAccountResponse);
+
+    const result = await callToolByNameRawAsync('get_account_context', {});
+    const parsed = parseToolResult(result);
+
+    expect(parsed.id).toBe('12345');
+    expect(parsed.name).toBe('Acme Corp');
+    expect(parsed.slug).toBe('acme-corp');
+    expect(parsed.tier).toBe('enterprise');
+    expect(parsed.plan.tier).toBe('enterprise');
+    expect(parsed.plan.period).toBe('yearly');
+    expect(parsed.plan.max_users).toBe(500);
+    expect(parsed.products).toEqual([
+      { id: '1', kind: 'core', tier: 'enterprise', default_workspace_id: '100' },
+      { id: '2', kind: 'crm', tier: 'enterprise', default_workspace_id: '200' },
+      null,
+    ]);
+  });
+
+  it('should handle account with minimal/null optional fields', async () => {
+    const minimalResponse: GetAccountContextQuery = {
+      me: {
+        account: {
+          id: '99999',
+          name: 'Minimal Co',
+          slug: 'minimal-co',
+          tier: null,
+          country_code: null,
+          created_at: null,
+          first_day_of_the_week: FirstDayOfTheWeek.Sunday,
+          active_members_count: null,
+          is_during_trial: null,
+          is_trial_expired: null,
+          show_timeline_weekends: true,
+          sign_up_product_kind: null,
+          plan: null,
+          products: null,
+        },
+      },
+    };
+
+    mocks.setResponse(minimalResponse);
+
+    const result = await callToolByNameRawAsync('get_account_context', {});
+    const parsed = parseToolResult(result);
+
+    expect(parsed.id).toBe('99999');
+    expect(parsed.name).toBe('Minimal Co');
+    expect(parsed.plan).toBeNull();
+    expect(parsed.products).toBeNull();
+  });
+
+  it('should return auth error when me is null', async () => {
+    mocks.setResponse({ me: null });
+
+    const result = await callToolByNameRawAsync('get_account_context', {});
+
+    expect(result.content[0].text).toBe(
+      'AUTHENTICATION_ERROR: Unable to fetch account context. Verify API token and user permissions.',
+    );
+  });
+
+  it('should handle GraphQL error', async () => {
+    mocks.setError('Unauthorized');
+    const result = await callToolByNameRawAsync('get_account_context', {});
+    expect(result.content[0].text).toBe('Failed to execute tool get_account_context: Unauthorized');
+  });
+});

packages/agent-toolkit/src/core/tools/platform-api-tools/index.ts

@@ -62,6 +62,7 @@ import { CreateUpdateInMondayTool } from './create-update-tool-ui/create-update-
 import { UpdateAssetsOnItemTool } from './update-assets-on-item-tool/update-assets-on-item-tool';
 import { GetAssetsTool } from './get-assets-tool/get-assets-tool';
 import { UserContextTool } from './user-context-tool/user-context-tool';
+import { GetAccountContextTool } from './get-account-context/get-account-context-tool';
 import { GetNotetakerMeetingsTool } from './get-notetaker-meetings-tool/get-notetaker-meetings-tool';
 import { UndoActionTool } from './undo-action-tool/undo-action-tool';
 
@@ -114,6 +115,7 @@ export const allGraphqlApiTools: BaseMondayApiToolConstructor[] = [
   BoardInsightsTool,
   SearchTool,
   UserContextTool,
+  GetAccountContextTool,
   UpdateAssetsOnItemTool,
   GetAssetsTool,
   GetNotetakerMeetingsTool,
@@ -193,6 +195,7 @@ export * from './move-object-tool/move-object-tool';
 export * from './board-insights/board-insights-tool';
 export * from './search-tool/search-tool';
 export * from './user-context-tool/user-context-tool';
+export * from './get-account-context/get-account-context-tool';
 export * from './update-assets-on-item-tool/update-assets-on-item-tool';
 export * from './get-assets-tool/get-assets-tool';
 // Notetaker Tools

packages/agent-toolkit/src/monday-graphql/generated/graphql/gql.ts

@@ -37,6 +37,7 @@ type Documents = {
     "\n  mutation CreateWidget($parent: WidgetParentInput!, $kind: ExternalWidget!, $name: String!, $settings: JSON!) {\n    create_widget(parent: $parent, kind: $kind, name: $name, settings: $settings) {\n      id\n      name\n      kind\n      parent {\n        kind\n        id\n      }\n    }\n  }\n": typeof types.CreateWidgetDocument,
     "\n  query getBoardData($boardId: ID!, $itemsLimit: Int!, $queryParams: ItemsQuery) {\n    boards(ids: [$boardId]) {\n      id\n      name\n      items_page(limit: $itemsLimit, query_params: $queryParams) {\n        items {\n          id\n          name\n          column_values {\n            id\n            text\n            type\n            value\n            ... on PeopleValue {\n              persons_and_teams {\n                id\n                kind\n              }\n            }\n          }\n          updates {\n            id\n            creator_id\n            text_body\n            created_at\n            replies {\n              id\n              text_body\n              created_at\n              creator_id\n            }\n          }\n        }\n      }\n      columns {\n        id\n        title\n        type\n        settings\n      }\n    }\n  }\n": typeof types.GetBoardDataDocument,
     "\n  query getUsersByIds($userIds: [ID!]!) {\n    users(ids: $userIds) {\n      id\n      name\n      photo_tiny\n    }\n  }\n": typeof types.GetUsersByIdsDocument,
+    "\n  query GetAccountContext {\n    me {\n      account {\n        id\n        name\n        slug\n        tier\n        country_code\n        created_at\n        first_day_of_the_week\n        active_members_count\n        is_during_trial\n        is_trial_expired\n        show_timeline_weekends\n        sign_up_product_kind\n        plan {\n          tier\n          period\n          max_users\n          version\n        }\n        products {\n          id\n          kind\n          tier\n          default_workspace_id\n        }\n      }\n    }\n  }\n": typeof types.GetAccountContextDocument,
     "\n  query getAssets($ids: [ID!]!) {\n    assets(ids: $ids) {\n      id\n      name\n      file_extension\n      file_size\n      public_url\n      url\n      url_thumbnail\n      created_at\n      original_geometry\n      uploaded_by {\n        id\n        name\n      }\n    }\n  }\n": typeof types.GetAssetsDocument,
     "\n  query GetBoardAllActivity(\n    $boardId: ID!\n    $fromDate: ISO8601DateTime!\n    $toDate: ISO8601DateTime!\n    $limit: Int = 1000\n    $page: Int = 1\n    $includeData: Boolean!\n  ) {\n    boards(ids: [$boardId]) {\n      name\n      url\n      activity_logs(from: $fromDate, to: $toDate, limit: $limit, page: $page) {\n        user_id\n        entity\n        event\n        data @include(if: $includeData)\n        created_at\n      }\n    }\n  }\n": typeof types.GetBoardAllActivityDocument,
     "\n  query GetBoardInfo($boardId: ID!) {\n    boards(ids: [$boardId]) {\n      # Basic Board Metadata\n      id\n      name\n      description\n      state\n      board_kind\n      permissions\n      url\n\n      # Timestamps\n      updated_at\n\n      # Board Configuration\n      item_terminology\n      items_count\n      items_limit\n\n      # Creator Information\n      creator {\n        id\n        name\n        email\n      }\n\n      # Workspace Information\n      workspace {\n        id\n        name\n        kind\n        description\n      }\n\n      board_folder_id\n\n      # All Columns with Full Metadata\n      columns {\n        id\n        title\n        description\n        type\n        settings\n      }\n\n      # All Groups with Metadata\n      groups {\n        id\n        title\n      }\n\n      # Board Owners (Individual Users)\n      owners {\n        id\n        name\n      }\n\n      # Team Owners\n      team_owners {\n        id\n        name\n        picture_url\n      }\n\n      # Board Tags\n      tags {\n        id\n        name\n      }\n\n      # Top Group (default group)\n      top_group {\n        id\n      }\n\n      # Board Views (filters, sorts, and display configurations)\n      views {\n        id\n        name\n        type\n        settings\n        filter\n        sort\n      }\n    }\n  }\n": typeof types.GetBoardInfoDocument,
@@ -152,6 +153,7 @@ const documents: Documents = {
     "\n  mutation CreateWidget($parent: WidgetParentInput!, $kind: ExternalWidget!, $name: String!, $settings: JSON!) {\n    create_widget(parent: $parent, kind: $kind, name: $name, settings: $settings) {\n      id\n      name\n      kind\n      parent {\n        kind\n        id\n      }\n    }\n  }\n": types.CreateWidgetDocument,
     "\n  query getBoardData($boardId: ID!, $itemsLimit: Int!, $queryParams: ItemsQuery) {\n    boards(ids: [$boardId]) {\n      id\n      name\n      items_page(limit: $itemsLimit, query_params: $queryParams) {\n        items {\n          id\n          name\n          column_values {\n            id\n            text\n            type\n            value\n            ... on PeopleValue {\n              persons_and_teams {\n                id\n                kind\n              }\n            }\n          }\n          updates {\n            id\n            creator_id\n            text_body\n            created_at\n            replies {\n              id\n              text_body\n              created_at\n              creator_id\n            }\n          }\n        }\n      }\n      columns {\n        id\n        title\n        type\n        settings\n      }\n    }\n  }\n": types.GetBoardDataDocument,
     "\n  query getUsersByIds($userIds: [ID!]!) {\n    users(ids: $userIds) {\n      id\n      name\n      photo_tiny\n    }\n  }\n": types.GetUsersByIdsDocument,
+    "\n  query GetAccountContext {\n    me {\n      account {\n        id\n        name\n        slug\n        tier\n        country_code\n        created_at\n        first_day_of_the_week\n        active_members_count\n        is_during_trial\n        is_trial_expired\n        show_timeline_weekends\n        sign_up_product_kind\n        plan {\n          tier\n          period\n          max_users\n          version\n        }\n        products {\n          id\n          kind\n          tier\n          default_workspace_id\n        }\n      }\n    }\n  }\n": types.GetAccountContextDocument,
     "\n  query getAssets($ids: [ID!]!) {\n    assets(ids: $ids) {\n      id\n      name\n      file_extension\n      file_size\n      public_url\n      url\n      url_thumbnail\n      created_at\n      original_geometry\n      uploaded_by {\n        id\n        name\n      }\n    }\n  }\n": types.GetAssetsDocument,
     "\n  query GetBoardAllActivity(\n    $boardId: ID!\n    $fromDate: ISO8601DateTime!\n    $toDate: ISO8601DateTime!\n    $limit: Int = 1000\n    $page: Int = 1\n    $includeData: Boolean!\n  ) {\n    boards(ids: [$boardId]) {\n      name\n      url\n      activity_logs(from: $fromDate, to: $toDate, limit: $limit, page: $page) {\n        user_id\n        entity\n        event\n        data @include(if: $includeData)\n        created_at\n      }\n    }\n  }\n": types.GetBoardAllActivityDocument,
     "\n  query GetBoardInfo($boardId: ID!) {\n    boards(ids: [$boardId]) {\n      # Basic Board Metadata\n      id\n      name\n      description\n      state\n      board_kind\n      permissions\n      url\n\n      # Timestamps\n      updated_at\n\n      # Board Configuration\n      item_terminology\n      items_count\n      items_limit\n\n      # Creator Information\n      creator {\n        id\n        name\n        email\n      }\n\n      # Workspace Information\n      workspace {\n        id\n        name\n        kind\n        description\n      }\n\n      board_folder_id\n\n      # All Columns with Full Metadata\n      columns {\n        id\n        title\n        description\n        type\n        settings\n      }\n\n      # All Groups with Metadata\n      groups {\n        id\n        title\n      }\n\n      # Board Owners (Individual Users)\n      owners {\n        id\n        name\n      }\n\n      # Team Owners\n      team_owners {\n        id\n        name\n        picture_url\n      }\n\n      # Board Tags\n      tags {\n        id\n        name\n      }\n\n      # Top Group (default group)\n      top_group {\n        id\n      }\n\n      # Board Views (filters, sorts, and display configurations)\n      views {\n        id\n        name\n        type\n        settings\n        filter\n        sort\n      }\n    }\n  }\n": types.GetBoardInfoDocument,
@@ -350,6 +352,10 @@ export function graphql(source: "\n  query getBoardData($boardId: ID!, $itemsLim
  * The graphql function is used to parse GraphQL queries into a document that can be used by GraphQL clients.
  */
 export function graphql(source: "\n  query getUsersByIds($userIds: [ID!]!) {\n    users(ids: $userIds) {\n      id\n      name\n      photo_tiny\n    }\n  }\n"): (typeof documents)["\n  query getUsersByIds($userIds: [ID!]!) {\n    users(ids: $userIds) {\n      id\n      name\n      photo_tiny\n    }\n  }\n"];
+/**
+ * The graphql function is used to parse GraphQL queries into a document that can be used by GraphQL clients.
+ */
+export function graphql(source: "\n  query GetAccountContext {\n    me {\n      account {\n        id\n        name\n        slug\n        tier\n        country_code\n        created_at\n        first_day_of_the_week\n        active_members_count\n        is_during_trial\n        is_trial_expired\n        show_timeline_weekends\n        sign_up_product_kind\n        plan {\n          tier\n          period\n          max_users\n          version\n        }\n        products {\n          id\n          kind\n          tier\n          default_workspace_id\n        }\n      }\n    }\n  }\n"): (typeof documents)["\n  query GetAccountContext {\n    me {\n      account {\n        id\n        name\n        slug\n        tier\n        country_code\n        created_at\n        first_day_of_the_week\n        active_members_count\n        is_during_trial\n        is_trial_expired\n        show_timeline_weekends\n        sign_up_product_kind\n        plan {\n          tier\n          period\n          max_users\n          version\n        }\n        products {\n          id\n          kind\n          tier\n          default_workspace_id\n        }\n      }\n    }\n  }\n"];
 /**
  * The graphql function is used to parse GraphQL queries into a document that can be used by GraphQL clients.
  */