PageFly Refund MCP Server

MCP (Model Context Protocol) server for Crisp's Hugo AI Agent to handle PageFly refund requests end-to-end — from first customer message to Manager escalation and post-refund checklist.

Built with the @modelcontextprotocol TypeScript SDK, Express, Zod, and Turso (libSQL) for persistent case state.

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What it does

Hugo reads the customer message, picks the right tools, and drives the refund conversation through the PageFly playbook: collect info → classify case → compute prorated refund → draft reply → persist state for later resumption.

If the customer disappears and comes back a day later, Hugo calls get_case_state first and continues exactly where it left off (win-back already offered, manager pending, bill still Upcoming, etc.).

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Tools (10 total)

Lookup — mock data today, swap for real API in production

• check_subscription — subscription status, plan, price, cycle window (input: store_url or email)
• get_billing_history — every paid/upcoming/failed bill with Shopify fee-adjusted earnings

Pure logic — deterministic rules & math

• classify_refund_case — maps context to one of the 7 playbook cases (TH1–TH7), picks the deduction (0/20/40 %) and flags escalation to Manager (Boo) or Shift Manager
• calculate_refund — 30-day prorated refund or multi-cycle full-cycle refund, with deduction applied
• collect_refund_info — decides the next question to ask (store URL, invoice, reason, bank confirmation) and surfaces blockers (Upcoming bill, plan still Paid)
• generate_refund_message — drafts the customer-facing reply by combining the PageFly templates (intro, win-back, breakdown, Upcoming-bill options, case-specific blocks)

State — backed by Turso libSQL

• get_case_state — load a case by store_url
• save_case_state — partial upsert (all 50+ fields optional, merges with existing row)
• list_pending_cases — review cases by stage (e.g. awaiting_manager, awaiting_customer_confirm)

Crisp side-effects — write back into the Crisp conversation

• tag_case — attach the refund segment to the Crisp conversation so every refund case is filterable from the dashboard

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Project structure

src/
  server.ts                       # Express entrypoint, runs migrations on boot
  mcp/
    index.ts                      # McpServer setup + instructions for Hugo
    tools/
      check_subscription/         # Each tool = main.ts + handler.ts + shapes.ts
      get_billing_history/
      classify_refund_case/
      calculate_refund/
      collect_refund_info/
      generate_refund_message/
      get_case_state/
      save_case_state/
      list_pending_cases/
      _shared/case_shape.ts       # Shared Zod shape for DB-backed case rows
      index.ts                    # Registers all 9 tools
  db/
    client.ts                     # libSQL client singleton
    schema.ts                     # Embedded CREATE TABLE + indexes
    migrate.ts                    # Idempotent migration runner
    cases.ts                      # upsertCase / getCase / listCasesByStage
  utils/logger.ts                 # MCP request/response logger
fixtures/
  stores.ts                       # Mock subscriptions — replace with real API in prod
  billing_cycles.ts               # Mock billing history — replace with real API in prod
Dockerfile                        # Generated via @flydotio/dockerfile
fly.toml                          # Region nrt, scale-to-zero, /health check

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Environment

Copy .env.example to .env and fill in your Turso credentials:

TURSO_DATABASE_URL=libsql://<your-db>.turso.io
TURSO_AUTH_TOKEN=<token>
PORT=3000

# Crisp plugin — required by tag_case (and any future write-back tools)
CRISP_WEBSITE_ID=<website-uuid>
CRISP_IDENTIFIER=<plugin-identifier>
CRISP_KEY=<plugin-key>

No Turso account yet? Sign up at turso.tech, turso db create refund-case, turso db tokens create refund-case --expiration none.

Migrations run automatically on server start — safe to re-run anytime.

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Local development

Prereqs: Node.js 24.x.

npm ci
npm run dev

Server listens on http://localhost:3000/mcp. Test endpoints:

curl http://localhost:3000/           # welcome message
curl http://localhost:3000/health     # OK

Inspecting tools

npm run inspect

Opens the MCP Inspector in your browser. Set Transport Type → Streamable HTTP, URL http://localhost:3000/mcp, click Connect — all 9 tools appear in the left panel.

Exposing locally to Crisp

Hugo lives in Crisp's cloud and can't reach localhost. Open a second terminal:

npm run tunnel

Cloudflared prints a temporary https://<random>.trycloudflare.com URL — this changes every restart.

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Connecting to Crisp

1. app.crisp.chat → AI Agent → Automate → Integrations & MCP → External MCP servers
2. Add MCP server → paste https://<your-url>/mcp
3. Name it, click Refresh tools from server (should list all 9), enable the toggle, Save changes
4. Test in AI Agent → Automate → Playground

Example test conversation

Hi, I'm Hieu from hieu-first-store.myshopify.com. I'd like to cancel and get a refund please.

Expected chain:

1. get_case_state — no case yet
2. check_subscription → 5-slot $24, active, 10 days into cycle
3. get_billing_history → 3 paid cycles
4. collect_refund_info — asks for reason + invoice + bank
5. After customer replies → classify_refund_case → TH1, deduction 20 %
6. calculate_refund(24, days_used=10, days_unused=20, 20%) → $12.80
7. generate_refund_message → drafts the breakdown
8. save_case_state(stage: "awaiting_customer_confirm", refund_amount: 12.80, crisp_conversation_id: "session_...")

Verify the row was saved:

node --env-file=.env -e "
import('./dist/src/db/client.js').then(async ({getDbClient}) => {
  const r = await getDbClient().execute('SELECT store_url, stage, case_type, refund_amount FROM cases');
  console.log(JSON.stringify(r.rows, null, 2));
  process.exit(0);
});
"

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Deploying to Fly.io

The repo ships with fly.toml (region nrt — same as the Turso DB, scale-to-zero, /health check) and a Docker image ready to go.

Install flyctl if needed:

iwr https://fly.io/install.ps1 -useb | iex    # Windows

fly auth login

# First time only (app name is globally unique — update fly.toml if you change it)
fly apps create refund-crisp-mcp

# Inject Turso credentials as Fly secrets (never commit them)
fly secrets set \
  TURSO_DATABASE_URL="libsql://<your-db>.turso.io" \
  TURSO_AUTH_TOKEN="<token>"

fly deploy

Your MCP endpoint becomes https://refund-crisp-mcp.fly.dev/mcp. Update the URL in Crisp.

Runtime checks:

fly logs
curl https://refund-crisp-mcp.fly.dev/health   # OK

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Moving from mock to production data

check_subscription and get_billing_history currently read from fixtures/*.ts. To wire real data, replace the body of their handler.ts files with fetch(...) against either:

• PageFly internal API — richest data (plan name, slots, earnings, cancel reason). Ask the backend team.
• Shopify Partner GraphQL API — subscription + transactions. Limited to what's exposed to partners.

Zod input/output shapes stay the same, so no other tool needs changes — the six logic and state tools keep working unchanged. Don't forget to add an API key to .env and Fly secrets.

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Scripts

Script	What it does
npm run dev	tsx watch mode, auto-reload on code change, loads .env
npm run build	tsc --build + tsc-alias (resolves @/… paths in emitted JS)
npm run start	Run compiled dist/ server, loads .env if present
npm run tunnel	Expose localhost via Cloudflare Tunnel
npm run inspect	Open the MCP Inspector UI
npm run lint	ESLint on src/

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Operational notes

• Cost: Turso free tier covers 9 GB storage + 25 M writes/month — this server uses a fraction of it. Fly scale-to-zero keeps idle cost near $0.
• Cold start: first MCP request after idle takes ~1–2 s (Fly machine wake + libSQL TLS handshake). All subsequent calls < 100 ms.
• State durability: cases live in Turso, not on the Fly machine. Redeploying or scaling doesn't lose data.
• Safety: refunds of 3+ cycles, unauthorized auto-upgrades (TH5) and any case with a team-member commitment are auto-flagged for Manager (Boo) approval — Hugo won't send an amount without it.