@armor/zuora-mcp 1.0.1 → 1.1.0

package/dist/resources.js

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+/**
+ * MCP Resource Definitions for Zuora Data Model & ZOQL Reference
+ *
+ * Static content that Claude reads to write better ad-hoc ZOQL queries.
+ * These resources expose Zuora's data model, relationships, syntax rules,
+ * and common query patterns so Claude can construct correct multi-step ZOQL
+ * without needing to guess field names or relationships.
+ */
+// ==================== Resource Content ====================
+const DATA_MODEL_RELATIONSHIPS = `# Zuora Data Model & Relationships
+
+## Object Hierarchy
+
+\`\`\`
+Account
+├── Subscription (AccountId → Account.Id)
+│   ├── RatePlan (SubscriptionId → Subscription.Id)
+│   │   ├── RatePlanCharge (RatePlanId → RatePlan.Id)
+│   │   └── ProductRatePlan (via RatePlan.ProductRatePlanId)
+│   └── Amendment (SubscriptionId → Subscription.Id)
+├── Invoice (AccountId → Account.Id)
+│   └── InvoiceItem (InvoiceId → Invoice.Id)
+│       └── InvoiceItemAdjustment
+├── Payment (AccountId → Account.Id)
+│   └── InvoicePayment (PaymentId → Payment.Id, InvoiceId → Invoice.Id)
+├── CreditBalanceAdjustment (AccountId → Account.Id)
+├── Refund (AccountId → Account.Id)
+└── Contact (AccountId → Account.Id)
+
+Product (standalone)
+├── ProductRatePlan (ProductId → Product.Id)
+│   └── ProductRatePlanCharge (ProductRatePlanId → ProductRatePlan.Id)
+│       └── ProductRatePlanChargeTier
+\`\`\`
+
+## Key Foreign Key Relationships
+
+| Child Object | Foreign Key | Parent Object |
+|---|---|---|
+| Subscription | AccountId | Account.Id |
+| RatePlan | SubscriptionId | Subscription.Id |
+| RatePlan | ProductRatePlanId | ProductRatePlan.Id |
+| RatePlanCharge | RatePlanId | RatePlan.Id |
+| Invoice | AccountId | Account.Id |
+| InvoiceItem | InvoiceId | Invoice.Id |
+| InvoiceItem | SubscriptionId | Subscription.Id |
+| InvoiceItem | RatePlanChargeId | RatePlanCharge.Id |
+| Payment | AccountId | Account.Id |
+| InvoicePayment | PaymentId | Payment.Id |
+| InvoicePayment | InvoiceId | Invoice.Id |
+| ProductRatePlan | ProductId | Product.Id |
+| ProductRatePlanCharge | ProductRatePlanId | ProductRatePlan.Id |
+
+## Common Multi-Step Query Patterns
+
+### Find accounts by product name (3 steps)
+1. \`SELECT Id, ProductRatePlanId FROM RatePlan WHERE ProductRatePlanId != ''\`
+   - Or filter by name using ProductRatePlan first
+2. Get SubscriptionIds from RatePlan results
+3. \`SELECT AccountId, AccountNumber FROM Subscription WHERE Id IN (...subscriptionIds) AND Status = 'Active'\`
+
+### Find invoices by product (3 steps)
+1. Query RatePlan to get RatePlanCharge IDs for the product
+2. Query InvoiceItem WHERE RatePlanChargeId IN (...)
+3. Query Invoice WHERE Id IN (...invoiceIds from step 2)
+
+### Get subscription details with product info (2 steps)
+1. \`SELECT Id, SubscriptionId, ProductRatePlanId FROM RatePlan WHERE SubscriptionId = '...'\`
+2. \`SELECT Id, Name FROM ProductRatePlan WHERE Id IN (...productRatePlanIds)\`
+
+## Important Notes
+
+- **No JOINs**: ZOQL does not support JOIN. You must query each object separately and correlate by ID.
+- **Case-sensitive fields**: Field names are case-sensitive (e.g., \`AccountId\` not \`accountid\`).
+- **Max 2000 records**: Each query returns at most 2000 records. Use queryLocator for pagination.
+- **No subqueries**: ZOQL does not support subqueries or nested SELECT statements.
+- **No date functions**: ZOQL has no built-in date arithmetic. Compute date literals server-side.
+`;
+const ZOQL_SYNTAX_GUIDE = `# ZOQL Syntax Guide
+
+## Basic Syntax
+\`\`\`
+SELECT field1, field2, ... FROM ObjectName [WHERE conditions] [ORDER BY field [ASC|DESC]]
+\`\`\`
+
+## Supported Operators
+| Operator | Example |
+|---|---|
+| = | \`WHERE Status = 'Active'\` |
+| != | \`WHERE Status != 'Cancelled'\` |
+| < | \`WHERE Balance < 100\` |
+| <= | \`WHERE DueDate <= '2024-12-31'\` |
+| > | \`WHERE Amount > 0\` |
+| >= | \`WHERE CreatedDate >= '2024-01-01'\` |
+| LIKE | \`WHERE Name LIKE 'Acme%'\` |
+| IN | \`WHERE Id IN ('id1', 'id2', 'id3')\` |
+| AND | \`WHERE Status = 'Active' AND Balance > 0\` |
+| OR | \`WHERE Status = 'Active' OR Status = 'Draft'\` |
+| IS NULL | \`WHERE TermEndDate IS NULL\` (for EVERGREEN)\` |
+| IS NOT NULL | \`WHERE CancelledDate IS NOT NULL\` |
+
+## Key Limitations
+1. **No JOINs** — Must query each object separately
+2. **No subqueries** — Cannot nest SELECT statements
+3. **No aggregation** — No SUM, COUNT, AVG, GROUP BY (aggregate client-side)
+4. **No date functions** — No DATEADD, DATEDIFF, NOW() (compute dates in code)
+5. **Max 2000 records per page** — Use queryLocator for pagination
+6. **No DISTINCT** — Deduplicate client-side
+7. **No LIMIT/OFFSET** — Cannot limit result count in query
+8. **Case-sensitive field names** — Must match exactly (AccountId, not accountid)
+
+## Date Handling
+- Dates must be string literals in YYYY-MM-DD format: \`WHERE DueDate < '2024-03-15'\`
+- DateTime fields use ISO 8601: \`WHERE CreatedDate >= '2024-01-01T00:00:00'\`
+- No timezone conversion in ZOQL — all dates are in tenant's timezone
+
+## String Handling
+- Strings use single quotes: \`WHERE Name = 'Acme Corp'\`
+- Escape single quotes by doubling: \`WHERE Name = 'O''Brien Inc'\`
+- LIKE uses % as wildcard: \`WHERE Name LIKE '%Analytics%'\`
+
+## Pagination
+1. First query returns up to 2000 records + a \`queryLocator\` if more exist
+2. Call \`queryMore\` with the queryLocator to get the next page
+3. Repeat until \`done: true\` or no queryLocator returned
+
+## Queryable Objects (most common)
+| Object | Key Fields |
+|---|---|
+| Account | Id, AccountNumber, Name, Status, Balance, Currency, CreatedDate |
+| Subscription | Id, AccountId, SubscriptionNumber, Status, TermStartDate, TermEndDate, ContractedMrr, AutoRenew |
+| RatePlan | Id, SubscriptionId, ProductRatePlanId, Name |
+| RatePlanCharge | Id, RatePlanId, Name, ChargeType, MRR, TCV, Price, Currency |
+| Invoice | Id, AccountId, InvoiceNumber, InvoiceDate, DueDate, Amount, Balance, Status |
+| InvoiceItem | Id, InvoiceId, SubscriptionId, RatePlanChargeId, ChargeAmount, ChargeName, ServiceStartDate, ServiceEndDate |
+| Payment | Id, AccountId, PaymentNumber, Amount, EffectiveDate, Status, PaymentMethodType |
+| InvoicePayment | Id, InvoiceId, PaymentId, Amount |
+| Product | Id, Name, SKU, Description |
+| ProductRatePlan | Id, ProductId, Name, Description |
+| ProductRatePlanCharge | Id, ProductRatePlanId, Name, ChargeType, BillingPeriod |
+| Contact | Id, AccountId, FirstName, LastName, WorkEmail |
+| Amendment | Id, SubscriptionId, Type, EffectiveDate, Status |
+| Refund | Id, AccountId, Amount, Status, RefundDate |
+`;
+const ZOQL_COMMON_PATTERNS = `# Common ZOQL Patterns
+
+## Account Queries
+
+### Active accounts with balance
+\`\`\`
+SELECT Id, AccountNumber, Name, Balance, Currency
+FROM Account
+WHERE Status = 'Active' AND Balance > 0
+\`\`\`
+
+### Find account by name (partial match)
+\`\`\`
+SELECT Id, AccountNumber, Name, Status, Balance
+FROM Account
+WHERE Name LIKE '%Acme%'
+\`\`\`
+
+## Subscription Queries
+
+### Active subscriptions for an account
+\`\`\`
+SELECT Id, SubscriptionNumber, Status, TermStartDate, TermEndDate, ContractedMrr, AutoRenew
+FROM Subscription
+WHERE AccountId = 'ACCOUNT_ID' AND Status = 'Active'
+\`\`\`
+
+### Subscriptions expiring in next 30 days
+\`\`\`
+SELECT Id, SubscriptionNumber, AccountId, TermEndDate, ContractedMrr, AutoRenew
+FROM Subscription
+WHERE Status = 'Active' AND TermEndDate >= 'YYYY-MM-DD' AND TermEndDate <= 'YYYY-MM-DD'
+\`\`\`
+
+### Recently cancelled subscriptions
+\`\`\`
+SELECT Id, SubscriptionNumber, AccountId, Status, TermEndDate, UpdatedDate
+FROM Subscription
+WHERE Status = 'Cancelled' AND UpdatedDate >= 'YYYY-MM-DD'
+\`\`\`
+
+## Invoice Queries
+
+### Overdue invoices (Posted with balance, past due date)
+\`\`\`
+SELECT Id, InvoiceNumber, AccountId, InvoiceDate, DueDate, Amount, Balance
+FROM Invoice
+WHERE Status = 'Posted' AND Balance > 0 AND DueDate < 'TODAY'
+\`\`\`
+
+### Invoices for a date range
+\`\`\`
+SELECT Id, InvoiceNumber, AccountId, InvoiceDate, Amount, Balance, Status
+FROM Invoice
+WHERE InvoiceDate >= '2024-01-01' AND InvoiceDate <= '2024-01-31'
+\`\`\`
+
+## Rate Plan Queries
+
+### Find subscriptions with a specific product
+\`\`\`
+-- Step 1: Get ProductRatePlan IDs for the product
+SELECT Id, Name FROM ProductRatePlan WHERE ProductId = 'PRODUCT_ID'
+
+-- Step 2: Find RatePlans using those ProductRatePlanIds
+SELECT Id, SubscriptionId FROM RatePlan WHERE ProductRatePlanId IN ('prp_id1', 'prp_id2')
+
+-- Step 3: Get subscription details
+SELECT Id, AccountId, SubscriptionNumber, Status, ContractedMrr
+FROM Subscription WHERE Id IN ('sub_id1', 'sub_id2') AND Status = 'Active'
+\`\`\`
+
+### Find products by name (when exact ProductId unknown)
+\`\`\`
+SELECT Id, Name FROM Product WHERE Name LIKE '%Security Analytics%'
+\`\`\`
+
+### Get rate plan charges (MRR/pricing details)
+\`\`\`
+SELECT Id, RatePlanId, Name, ChargeType, MRR, TCV, Price, Currency
+FROM RatePlanCharge WHERE RatePlanId IN ('rp_id1', 'rp_id2')
+\`\`\`
+
+## Payment Queries
+
+### Payments in a date range
+\`\`\`
+SELECT Id, PaymentNumber, AccountId, Amount, EffectiveDate, Status, PaymentMethodType
+FROM Payment
+WHERE EffectiveDate >= '2024-01-01' AND EffectiveDate <= '2024-01-31'
+\`\`\`
+
+### Failed payments
+\`\`\`
+SELECT Id, PaymentNumber, AccountId, Amount, EffectiveDate, Status
+FROM Payment
+WHERE Status = 'Error' AND EffectiveDate >= '2024-01-01'
+\`\`\`
+
+## Invoice Item Queries
+
+### Invoice items for a specific invoice
+\`\`\`
+SELECT Id, ChargeAmount, ChargeName, ServiceStartDate, ServiceEndDate, SubscriptionId
+FROM InvoiceItem
+WHERE InvoiceId = 'INVOICE_ID'
+\`\`\`
+
+### Invoice items by rate plan charge
+\`\`\`
+SELECT Id, InvoiceId, ChargeAmount, ChargeName, ServiceStartDate, ServiceEndDate
+FROM InvoiceItem
+WHERE RatePlanChargeId IN ('rpc_id1', 'rpc_id2')
+\`\`\`
+
+## Multi-Step Pattern: Account → Subscription → Product Mapping
+\`\`\`
+-- Step 1: Get all active subscriptions
+SELECT Id, AccountId, SubscriptionNumber, ContractedMrr
+FROM Subscription WHERE Status = 'Active'
+
+-- Step 2: Get rate plans for those subscriptions
+SELECT Id, SubscriptionId, ProductRatePlanId, Name
+FROM RatePlan WHERE SubscriptionId IN ('sub1', 'sub2', ...)
+
+-- Step 3: Resolve product names
+SELECT Id, Name FROM ProductRatePlan WHERE Id IN ('prp1', 'prp2', ...)
+\`\`\`
+`;
+const OBJECT_FIELD_DEFINITIONS = {
+    account: `# Account Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| AccountNumber | string | Human-readable account number (e.g., A00000001) |
+| Name | string | Account name |
+| Status | string | Active, Cancelled, Draft |
+| Balance | decimal | Current account balance (outstanding amount) |
+| CreditBalance | decimal | Credit balance available |
+| Currency | string | ISO 4217 currency code |
+| BillCycleDay | integer | Day of month for billing (1-31) |
+| AutoPay | boolean | Whether auto-collection is enabled |
+| PaymentTerm | string | Payment terms (e.g., "Net 30") |
+| BillToId | string | FK to Contact for billing address |
+| SoldToId | string | FK to Contact for sold-to address |
+| CreatedDate | datetime | When the account was created |
+| UpdatedDate | datetime | Last modification timestamp |
+`,
+    subscription: `# Subscription Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| AccountId | string | FK to Account.Id |
+| SubscriptionNumber | string | Human-readable (e.g., A-S00000001) |
+| Status | string | Active, Cancelled, Expired, Suspended, Draft |
+| TermType | string | TERMED or EVERGREEN |
+| TermStartDate | date | Current term start |
+| TermEndDate | date | Current term end (null for EVERGREEN) |
+| ContractEffectiveDate | date | When the contract became effective |
+| ServiceActivationDate | date | When the service was activated |
+| ContractedMrr | decimal | Monthly Recurring Revenue |
+| TotalContractedValue | decimal | Total Contract Value |
+| AutoRenew | boolean | Whether auto-renewal is enabled |
+| RenewalTerm | integer | Renewal period length |
+| RenewalTermPeriodType | string | Month, Year, Day, Week |
+| CancelledDate | date | When cancelled (null if not cancelled) |
+| CreatedDate | datetime | Creation timestamp |
+| UpdatedDate | datetime | Last modification timestamp |
+`,
+    invoice: `# Invoice Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| AccountId | string | FK to Account.Id |
+| InvoiceNumber | string | Human-readable invoice number |
+| InvoiceDate | date | Date the invoice was generated |
+| DueDate | date | Payment due date |
+| Amount | decimal | Total invoice amount |
+| Balance | decimal | Remaining unpaid balance |
+| Status | string | Draft, Posted, Cancelled, Error |
+| CreatedDate | datetime | Creation timestamp |
+| UpdatedDate | datetime | Last modification timestamp |
+`,
+    payment: `# Payment Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| AccountId | string | FK to Account.Id |
+| PaymentNumber | string | Human-readable payment number |
+| Amount | decimal | Total payment amount |
+| AppliedAmount | decimal | Amount applied to invoices |
+| UnappliedAmount | decimal | Remaining unapplied amount |
+| EffectiveDate | date | When the payment takes effect |
+| Status | string | Processed, Error, Cancelled, Draft |
+| Type | string | Electronic or External |
+| PaymentMethodType | string | CreditCard, ACH, PayPal, etc. |
+| GatewayResponse | string | Gateway transaction response |
+| GatewayResponseCode | string | Gateway response code |
+| CreatedDate | datetime | Creation timestamp |
+| UpdatedDate | datetime | Last modification timestamp |
+`,
+    rateplan: `# RatePlan Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| SubscriptionId | string | FK to Subscription.Id |
+| ProductRatePlanId | string | FK to ProductRatePlan.Id |
+| Name | string | Rate plan name (copied from catalog) |
+| AmendmentType | string | NewProduct, RemoveProduct, UpdateProduct |
+| CreatedDate | datetime | Creation timestamp |
+| UpdatedDate | datetime | Last modification timestamp |
+`,
+    rateplancharge: `# RatePlanCharge Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| RatePlanId | string | FK to RatePlan.Id |
+| Name | string | Charge name |
+| ChargeNumber | string | Human-readable charge number |
+| ChargeType | string | OneTime, Recurring, Usage |
+| ChargeModel | string | FlatFee, PerUnit, Tiered, Volume |
+| MRR | decimal | Monthly Recurring Revenue for this charge |
+| TCV | decimal | Total Contract Value for this charge |
+| Price | decimal | Per-unit price |
+| Currency | string | ISO 4217 currency code |
+| Quantity | decimal | Quantity ordered |
+| BillingPeriod | string | Month, Quarter, Annual, etc. |
+| EffectiveStartDate | date | Charge effective start |
+| EffectiveEndDate | date | Charge effective end |
+`,
+    invoiceitem: `# InvoiceItem Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| InvoiceId | string | FK to Invoice.Id |
+| SubscriptionId | string | FK to Subscription.Id |
+| RatePlanChargeId | string | FK to RatePlanCharge.Id |
+| ChargeAmount | decimal | Amount for this line item |
+| ChargeName | string | Name of the charge |
+| ChargeDate | datetime | When the charge was generated |
+| ServiceStartDate | date | Service period start |
+| ServiceEndDate | date | Service period end |
+| Quantity | decimal | Quantity billed |
+| UnitOfMeasure | string | Unit of measure |
+| TaxAmount | decimal | Tax amount for this item |
+`,
+    product: `# Product Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| Name | string | Product name |
+| SKU | string | Stock keeping unit |
+| Description | string | Product description |
+| Category | string | Product category |
+| EffectiveStartDate | date | When the product becomes available |
+| EffectiveEndDate | date | When the product expires |
+`,
+    productrateplan: `# ProductRatePlan Object
+
+| Field | Type | Description |
+|---|---|---|
+| Id | string | Unique identifier (UUID) |
+| ProductId | string | FK to Product.Id |
+| Name | string | Rate plan name in catalog |
+| Description | string | Rate plan description |
+| EffectiveStartDate | date | When the plan becomes available |
+| EffectiveEndDate | date | When the plan expires |
+`,
+};
+// ==================== Registration ====================
+export function registerResources(server) {
+    // Static resource: Data model relationships
+    server.resource("data-model-relationships", "zuora://data-model/relationships", {
+        description: "Zuora object hierarchy, foreign key mappings, and multi-step query patterns. " +
+            "Read this before writing ad-hoc ZOQL queries that span multiple objects.",
+        mimeType: "text/markdown",
+    }, async () => ({
+        contents: [
+            {
+                uri: "zuora://data-model/relationships",
+                mimeType: "text/markdown",
+                text: DATA_MODEL_RELATIONSHIPS,
+            },
+        ],
+    }));
+    // Template resource: Object field definitions
+    server.resource("data-model-object", "zuora://data-model/objects/{name}", {
+        description: "Field names, types, and descriptions for a specific Zuora object. " +
+            "Available objects: account, subscription, invoice, payment, rateplan, " +
+            "rateplancharge, invoiceitem, product, productrateplan.",
+        mimeType: "text/markdown",
+    }, async (uri) => {
+        const objectName = uri.pathname.split("/").pop()?.toLowerCase() ?? "";
+        const content = OBJECT_FIELD_DEFINITIONS[objectName];
+        if (!content) {
+            const available = Object.keys(OBJECT_FIELD_DEFINITIONS).join(", ");
+            return {
+                contents: [
+                    {
+                        uri: uri.href,
+                        mimeType: "text/plain",
+                        text: `Unknown object: ${objectName}. Available objects: ${available}`,
+                    },
+                ],
+            };
+        }
+        return {
+            contents: [
+                {
+                    uri: uri.href,
+                    mimeType: "text/markdown",
+                    text: content,
+                },
+            ],
+        };
+    });
+    // Static resource: ZOQL syntax guide
+    server.resource("zoql-syntax-guide", "zuora://zoql/syntax-guide", {
+        description: "ZOQL syntax reference: SELECT/WHERE operators, limitations, pagination, " +
+            "date handling, and string escaping rules.",
+        mimeType: "text/markdown",
+    }, async () => ({
+        contents: [
+            {
+                uri: "zuora://zoql/syntax-guide",
+                mimeType: "text/markdown",
+                text: ZOQL_SYNTAX_GUIDE,
+            },
+        ],
+    }));
+    // Static resource: Common ZOQL patterns
+    server.resource("zoql-common-patterns", "zuora://zoql/common-patterns", {
+        description: "Ready-to-use ZOQL query patterns for common finance scenarios: " +
+            "overdue invoices, active subscriptions, payment lookups, product searches, " +
+            "and multi-step joins.",
+        mimeType: "text/markdown",
+    }, async () => ({
+        contents: [
+            {
+                uri: "zuora://zoql/common-patterns",
+                mimeType: "text/markdown",
+                text: ZOQL_COMMON_PATTERNS,
+            },
+        ],
+    }));
+}
+//# sourceMappingURL=resources.js.map

package/dist/resources.js.map

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package/dist/setup.d.ts

@@ -0,0 +1,12 @@
+/**
+ * Interactive setup wizard for zuora-mcp.
+ *
+ * Zero external dependencies — uses only Node built-ins:
+ *   node:readline/promises, node:fs, node:path, node:os
+ *
+ * Detects Claude Code and Claude Desktop config files, prompts for
+ * Zuora OAuth credentials, and writes MCP server entries using the
+ * npx-based format so the server auto-installs on first use.
+ */
+export declare function runSetup(): Promise<void>;
+//# sourceMappingURL=setup.d.ts.map

package/dist/setup.d.ts.map

@@ -0,0 +1 @@
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