@armor/zuora-mcp 1.0.1 → 1.2.0

package/README.md

@@ -4,25 +4,34 @@ A Model Context Protocol (MCP) server that enables Claude to interact with Zuora
 
 ## Quick Start
 
+Run one command — no cloning, no building:
+
+```bash
+npx @armor/zuora-mcp setup
+```
+
+The setup wizard will:
+1. Ask for your Zuora OAuth credentials
+2. Let you choose your Zuora environment (sandbox, production, EU)
+3. Auto-configure Claude Code and/or Claude Desktop
+
+Then restart Claude Code and the Zuora tools are ready.
+
 ### Prerequisites
 
 - Node.js 20+
 - Zuora OAuth credentials (create at Zuora Admin > Settings > Administration > OAuth Clients)
-- npm access to the `@armor` scope (see [npm Setup](#npm-setup))
 
-### Install from npm (Recommended)
+### Manual Configuration (Alternative)
 
-```bash
-npm install -g @armor/zuora-mcp
-```
-
-Then add to your Claude Code MCP config (`~/.claude/.mcp.json`):
+If you prefer to configure manually, add to `~/.claude/.mcp.json`:
 
 ```json
 {
   "mcpServers": {
     "zuora": {
-      "command": "zuora-mcp",
+      "command": "npx",
+      "args": ["-y", "@armor/zuora-mcp"],
       "env": {
         "ZUORA_CLIENT_ID": "your-client-id",
         "ZUORA_CLIENT_SECRET": "your-client-secret",
@@ -33,18 +42,7 @@ Then add to your Claude Code MCP config (`~/.claude/.mcp.json`):
 }
 ```
 
-Restart Claude Code and the Zuora tools will be available.
-
-### npm Setup
-
-One-time setup to access the `@armor` npm scope:
-
-```bash
-# Get your npm access token from the team lead or npm admin
-echo "//registry.npmjs.org/:_authToken=<YOUR_NPM_TOKEN>" >> ~/.npmrc
-```
-
-### Install from Source (Alternative)
+### Install from Source
 
 ```bash
 git clone git@github.com:armor/zuora-mcp.git
@@ -204,11 +202,16 @@ Follow conventional commits for automatic version bumps:
 
 ```
 src/
-├── index.ts            # MCP server entry point
+├── cli.ts              # CLI entry point (bin): server, setup, --help, --version
+├── setup.ts            # Interactive setup wizard (zero external deps)
+├── index.ts            # MCP server bootstrap (exports startServer)
 ├── config.ts           # Zod-validated environment configuration
 ├── token-manager.ts    # OAuth2 token lifecycle (refresh, coalescing)
 ├── zuora-client.ts     # Zuora REST API client with resilience
 ├── tools.ts            # Tool definitions, Zod schemas, handlers
+├── zoql-helpers.ts     # ZOQL query composition utilities
+├── resources.ts        # MCP resources (data model, ZOQL guides)
+├── prompts.ts          # MCP prompts (finance workflow templates)
 └── types.ts            # TypeScript interfaces
 ```
 

package/dist/cli.d.ts

@@ -0,0 +1,15 @@
+#!/usr/bin/env node
+/**
+ * CLI entry point for zuora-mcp.
+ *
+ * Routes between:
+ *   zuora-mcp          → starts the MCP server (stdio transport)
+ *   zuora-mcp setup    → runs the interactive setup wizard
+ *   zuora-mcp --help   → prints usage
+ *   zuora-mcp --version → prints version from package.json
+ *
+ * Dynamic imports keep the server and setup wizard fully isolated —
+ * `setup` never loads the MCP SDK, and server code only loads when serving.
+ */
+export {};
+//# sourceMappingURL=cli.d.ts.map

package/dist/cli.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"cli.d.ts","sourceRoot":"","sources":["../src/cli.ts"],"names":[],"mappings":";AACA;;;;;;;;;;;GAWG"}

package/dist/cli.js

@@ -0,0 +1,73 @@
+#!/usr/bin/env node
+/**
+ * CLI entry point for zuora-mcp.
+ *
+ * Routes between:
+ *   zuora-mcp          → starts the MCP server (stdio transport)
+ *   zuora-mcp setup    → runs the interactive setup wizard
+ *   zuora-mcp --help   → prints usage
+ *   zuora-mcp --version → prints version from package.json
+ *
+ * Dynamic imports keep the server and setup wizard fully isolated —
+ * `setup` never loads the MCP SDK, and server code only loads when serving.
+ */
+import { readFileSync } from "node:fs";
+function getVersion() {
+    try {
+        const packageJsonPath = new URL("../package.json", import.meta.url);
+        const pkg = JSON.parse(readFileSync(packageJsonPath, "utf8"));
+        if (typeof pkg.version === "string" && pkg.version.length) {
+            return pkg.version;
+        }
+    }
+    catch {
+        // Fall through to safe default.
+    }
+    return "0.0.0";
+}
+function printHelp() {
+    const version = getVersion();
+    console.log(`zuora-mcp v${version} — Zuora Billing MCP Server
+
+Usage:
+  zuora-mcp            Start the MCP server (stdio transport)
+  zuora-mcp setup      Interactive setup wizard for Claude Code / Desktop
+  zuora-mcp --help     Show this help message
+  zuora-mcp --version  Show version number
+
+Environment variables (required for server mode):
+  ZUORA_CLIENT_ID      OAuth2 client ID from Zuora Admin
+  ZUORA_CLIENT_SECRET  OAuth2 client secret
+  ZUORA_BASE_URL       Zuora API base URL
+
+More info: https://github.com/armor/zuora-mcp`);
+}
+async function run() {
+    const arg = process.argv[2];
+    if (arg === "--help" || arg === "-h") {
+        printHelp();
+        return;
+    }
+    if (arg === "--version" || arg === "-v") {
+        console.log(getVersion());
+        return;
+    }
+    if (arg === "setup") {
+        const { runSetup } = await import("./setup.js");
+        await runSetup();
+        return;
+    }
+    if (arg !== undefined) {
+        console.error(`Unknown command: ${arg}\n`);
+        printHelp();
+        process.exit(1);
+    }
+    // Default: start the MCP server
+    const { startServer } = await import("./index.js");
+    await startServer();
+}
+run().catch((error) => {
+    console.error("Fatal error:", error);
+    process.exit(1);
+});
+//# sourceMappingURL=cli.js.map

package/dist/cli.js.map

@@ -0,0 +1 @@
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package/dist/index.d.ts

@@ -1,4 +1,3 @@
-#!/usr/bin/env node
 /**
  * Zuora MCP Server
  *
@@ -18,5 +17,6 @@
  * - Sensitive data redaction in logs
  * - OAuth token promise coalescing for concurrency safety
  */
-export {};
+declare function main(): Promise<void>;
+export { main as startServer };
 //# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA;;;;;;;;;;;;;;;;;;GAkBG"}
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AA8DH,iBAAe,IAAI,IAAI,OAAO,CAAC,IAAI,CAAC,CA+HnC;AAED,OAAO,EAAE,IAAI,IAAI,WAAW,EAAE,CAAC"}

package/dist/index.js

@@ -1,4 +1,3 @@
-#!/usr/bin/env node
 /**
  * Zuora MCP Server
  *
@@ -25,6 +24,8 @@ import { CallToolRequestSchema, ErrorCode, McpError, } from "@modelcontextprotoc
 import { loadConfig } from "./config.js";
 import { ZuoraClient } from "./zuora-client.js";
 import { toolRegistrations, ToolHandlers } from "./tools.js";
+import { registerResources } from "./resources.js";
+import { registerPrompts } from "./prompts.js";
 const SERVER_NAME = "zuora-mcp";
 function getServerVersion() {
     try {
@@ -94,6 +95,10 @@ async function main() {
             return toCallToolResult(result);
         });
     }
+    // Register MCP resources (Zuora data model, ZOQL guides)
+    registerResources(server);
+    // Register MCP prompts (finance workflow templates)
+    registerPrompts(server);
     // Map-based dispatch with protocol-level error handling.
     // This overrides the SDK's default CallToolRequest handler to provide
     // proper McpError responses for unknown tools and invalid parameters.
@@ -139,8 +144,5 @@ async function main() {
         console.error(`[${SERVER_NAME}] Tools registered: ${toolRegistrations.length}`);
     }
 }
-main().catch((error) => {
-    console.error("Fatal error:", error);
-    process.exit(1);
-});
+export { main as startServer };
 //# sourceMappingURL=index.js.map

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package/dist/prompts.d.ts

@@ -0,0 +1,11 @@
+/**
+ * MCP Prompt Definitions for Zuora Finance Workflows
+ *
+ * Workflow templates that guide Claude through multi-tool sequences
+ * for common finance scenarios. Each prompt provides structured
+ * instructions for using composite and base tools in the right order
+ * with proper formatting.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerPrompts(server: McpServer): void;
+//# sourceMappingURL=prompts.d.ts.map

package/dist/prompts.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts.js

@@ -0,0 +1,236 @@
+/**
+ * MCP Prompt Definitions for Zuora Finance Workflows
+ *
+ * Workflow templates that guide Claude through multi-tool sequences
+ * for common finance scenarios. Each prompt provides structured
+ * instructions for using composite and base tools in the right order
+ * with proper formatting.
+ */
+import { z } from "zod";
+// ==================== Registration ====================
+export function registerPrompts(server) {
+    // Prompt 1: Billing Inquiry
+    server.registerPrompt("billing-inquiry", {
+        description: "Investigate a billing question for a specific account. " +
+            "Guides you through retrieving the account overview, recent invoices, " +
+            "payments, and subscriptions to answer billing-related questions.",
+        argsSchema: {
+            accountKey: z.string().describe("Account number or ID (e.g., A00012345)"),
+            question: z.string().optional().describe("The specific billing question"),
+        },
+    }, async ({ accountKey, question }) => ({
+        messages: [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: [
+                        `Investigate the following billing question for account ${accountKey}:`,
+                        question ? `Question: ${question}` : "Provide a general billing overview.",
+                        "",
+                        "Follow these steps:",
+                        "1. Call get_account_billing_overview with the account key to get a comprehensive snapshot",
+                        "2. Review the overview for any red flags (high balance, overdue invoices, payment failures)",
+                        "3. If there are overdue invoices, note the amounts and due dates",
+                        "4. If more detail is needed on a specific invoice, use get_invoice",
+                        "5. If more detail is needed on a specific subscription, use get_subscription",
+                        "",
+                        "Format your response as:",
+                        "- Account summary (name, status, balance, currency)",
+                        "- Outstanding invoices (if any) with amounts and due dates",
+                        "- Recent payment activity",
+                        "- Active subscriptions with MRR",
+                        "- Answer to the specific billing question",
+                        "- Recommended actions (if applicable)",
+                    ].join("\n"),
+                },
+            },
+        ],
+    }));
+    // Prompt 2: Collections Review
+    server.registerPrompt("collections-review", {
+        description: "Analyze overdue accounts for collections. Generates an AR aging report, " +
+            "identifies high-risk accounts, and provides actionable collection priorities.",
+        argsSchema: {
+            minAmount: z.string().optional().describe("Minimum overdue amount to include (e.g., 1000). Default: 0"),
+            daysOverdue: z.string().optional().describe("Minimum days past due to flag (e.g., 30). Default: 1"),
+        },
+    }, async ({ minAmount, daysOverdue }) => ({
+        messages: [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: [
+                        "Run a collections review with the following criteria:",
+                        minAmount ? `- Minimum overdue amount: $${minAmount}` : "- Include all overdue amounts",
+                        daysOverdue ? `- Minimum days past due: ${daysOverdue}` : "- Include all overdue invoices",
+                        "",
+                        "Follow these steps:",
+                        "1. Call get_invoice_aging_report to get the AR aging breakdown",
+                        "2. Call get_overdue_invoices to get detailed overdue invoice list",
+                        minAmount ? `   - Use minBalance: ${minAmount}` : "",
+                        "3. Call get_account_health_scorecard to identify at-risk accounts",
+                        "",
+                        "Format your response as:",
+                        "",
+                        "## AR Aging Summary",
+                        "Table with aging buckets (Current, 1-30, 31-60, 61-90, 90+), invoice count, and total balance per bucket",
+                        "",
+                        "## Top Overdue Accounts",
+                        "Table with account name, account number, total overdue, oldest invoice, days past due",
+                        "",
+                        "## At-Risk Accounts",
+                        "List accounts with low health scores and explain risk factors",
+                        "",
+                        "## Recommended Actions",
+                        "Prioritized list of collection actions based on amount and risk",
+                    ].join("\n"),
+                },
+            },
+        ],
+    }));
+    // Prompt 3: Subscription Health
+    server.registerPrompt("subscription-health", {
+        description: "Analyze subscription health: renewal pipeline, expiring subscriptions, " +
+            "recent churn, and revenue by product. Useful for monthly/quarterly reviews.",
+        argsSchema: {
+            daysAhead: z.string().optional().describe("Days to look ahead for expiring subscriptions (default: 30)"),
+            daysBack: z.string().optional().describe("Days to look back for cancelled subscriptions (default: 30)"),
+        },
+    }, async ({ daysAhead, daysBack }) => ({
+        messages: [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: [
+                        "Analyze subscription health with the following parameters:",
+                        `- Look ahead for expirations: ${daysAhead ?? "30"} days`,
+                        `- Look back for cancellations: ${daysBack ?? "30"} days`,
+                        "",
+                        "Follow these steps:",
+                        `1. Call get_expiring_subscriptions with daysAhead: ${daysAhead ?? "30"}`,
+                        `2. Call get_recently_cancelled_subscriptions with daysBack: ${daysBack ?? "30"}`,
+                        "3. Call get_revenue_by_product to see MRR breakdown",
+                        "",
+                        "Format your response as:",
+                        "",
+                        "## Renewal Pipeline",
+                        "Table of subscriptions expiring soon: account, subscription number, term end date, MRR, auto-renew status",
+                        "Total MRR at risk",
+                        "",
+                        "## Recent Churn",
+                        "Table of recently cancelled subscriptions: account, subscription number, cancelled date, lost MRR, products",
+                        "Total MRR lost",
+                        "",
+                        "## Revenue by Product",
+                        "Table: product name, subscription count, total MRR",
+                        "",
+                        "## Summary Metrics",
+                        "- Total MRR at risk (expiring soon, not auto-renewing)",
+                        "- Recent churn rate (cancelled MRR / total MRR)",
+                        "- Recommended actions for retention",
+                    ].join("\n"),
+                },
+            },
+        ],
+    }));
+    // Prompt 4: Product Analysis
+    server.registerPrompt("product-analysis", {
+        description: "Analyze a specific product's performance: accounts using it, " +
+            "revenue contribution, and invoice history.",
+        argsSchema: {
+            productName: z.string().describe("Product name to analyze (e.g., 'Security Analytics Log Retention 13 Months')"),
+        },
+    }, async ({ productName }) => ({
+        messages: [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: [
+                        `Analyze the product: "${productName}"`,
+                        "",
+                        "Follow these steps:",
+                        `1. Call find_accounts_by_product with productName: "${productName}" to find accounts using this product`,
+                        "2. Call get_revenue_by_product to see this product's MRR contribution vs others",
+                        `3. Call find_invoices_by_product with productName: "${productName}" to see invoice history`,
+                        "",
+                        "Format your response as:",
+                        "",
+                        "## Product Overview",
+                        "- Product name",
+                        "- Number of accounts using it",
+                        "- Total MRR from this product",
+                        "",
+                        "## Accounts Using This Product",
+                        "Table: account number, account name, subscription status, MRR",
+                        "",
+                        "## Revenue Contribution",
+                        "How this product's MRR compares to total MRR (percentage)",
+                        "",
+                        "## Recent Invoices",
+                        "Table: invoice number, account, date, charge amount",
+                        "",
+                        "## Insights",
+                        "- Growth or decline trends",
+                        "- Concentration risk (if few accounts)",
+                        "- Recommendations",
+                    ].join("\n"),
+                },
+            },
+        ],
+    }));
+    // Prompt 5: Month-End Close
+    server.registerPrompt("month-end-close", {
+        description: "Month-end close checklist: AR aging, overdue invoices, subscription changes, " +
+            "payment reconciliation, and revenue summary. Comprehensive financial review.",
+        argsSchema: {
+            month: z.string().optional().describe("Month to close in YYYY-MM format (e.g., 2024-12). Default: previous month"),
+        },
+    }, async ({ month }) => ({
+        messages: [
+            {
+                role: "user",
+                content: {
+                    type: "text",
+                    text: [
+                        `Run the month-end close checklist${month ? ` for ${month}` : ""}.`,
+                        "",
+                        "Execute the following steps in order:",
+                        "",
+                        "### Step 1: AR Aging",
+                        "Call get_invoice_aging_report to get the current AR aging breakdown.",
+                        "",
+                        "### Step 2: Overdue Invoices",
+                        "Call get_overdue_invoices to list all overdue invoices.",
+                        "",
+                        "### Step 3: Payment Reconciliation",
+                        `Call get_payment_reconciliation${month ? ` with startDate and endDate covering ${month}` : " for the previous calendar month"}.`,
+                        "",
+                        "### Step 4: Subscription Changes",
+                        "Call get_recently_cancelled_subscriptions with daysBack: 31 for churn analysis.",
+                        "Call get_expiring_subscriptions with daysAhead: 30 for upcoming renewals.",
+                        "",
+                        "### Step 5: Revenue Summary",
+                        "Call get_revenue_by_product for MRR breakdown by product.",
+                        "",
+                        "### Step 6: Account Health",
+                        "Call get_account_health_scorecard to identify at-risk accounts.",
+                        "",
+                        "Format as a structured month-end report with:",
+                        "1. **AR Aging Summary** -- Aging buckets table",
+                        "2. **Overdue Invoice Details** -- Count, total, top overdue accounts",
+                        "3. **Payment Activity** -- Total collected, payment count, by status",
+                        "4. **Subscription Activity** -- New, cancelled, expiring, net MRR change",
+                        "5. **Revenue by Product** -- MRR breakdown table",
+                        "6. **Risk Assessment** -- At-risk accounts requiring attention",
+                        "7. **Action Items** -- Prioritized list of follow-ups",
+                    ].join("\n"),
+                },
+            },
+        ],
+    }));
+}
+//# sourceMappingURL=prompts.js.map

package/dist/prompts.js.map

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package/dist/resources.d.ts

@@ -0,0 +1,11 @@
+/**
+ * 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.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+export declare function registerResources(server: McpServer): void;
+//# sourceMappingURL=resources.d.ts.map

package/dist/resources.d.ts.map

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