@bbookmind/mcp 1.0.0

package/dist/tools/anomalies.js

@@ -0,0 +1,142 @@
+import { getCurrentCompanyId } from "../lib/db.js";
+export const anomaliesTool = {
+    name: "bookmind.anomalies",
+    description: "Statistical anomaly detection: duplicate payments (Map-based O(n)), vendor cost drift (>25%), IQR outliers, frequency spikes (>10/mo), round numbers (>=$100), large weekend transactions (>=$500). Returns flagged items with severity. Persists to SQLite for review.",
+    schema: {
+        type: "object",
+        properties: {
+            transactions: {
+                type: "array",
+                items: {
+                    type: "object",
+                    properties: { id: { type: "string" }, date: { type: "string" }, amount: { type: "number" }, description: { type: "string" }, vendor: { type: "string" }, category: { type: "string" } },
+                    required: ["id", "date", "amount", "vendor"],
+                },
+            },
+            lookback_days: { type: "number", default: 90 },
+            min_amount: { type: "number", default: 10 },
+            rules: {
+                type: "array",
+                items: { type: "string", enum: ["duplicates", "vendor_drift", "unusual_amount", "frequency", "round_numbers", "weekend"] },
+                default: ["duplicates", "vendor_drift", "unusual_amount", "frequency", "round_numbers", "weekend"],
+            },
+        },
+        required: ["transactions"],
+    },
+    handler: async (args, db) => {
+        const coId = getCurrentCompanyId();
+        const { transactions, lookback_days = 90, min_amount = 10, rules = ["duplicates", "vendor_drift", "unusual_amount", "frequency", "round_numbers", "weekend"] } = args;
+        const since = new Date(Date.now() - lookback_days * 24 * 60 * 60 * 1000).toISOString().split("T")[0];
+        const historical = transactions.filter((t) => new Date(t.date) >= new Date(since));
+        const anomalies = [];
+        if (rules.includes("duplicates")) {
+            const groups = new Map();
+            for (const t of historical) {
+                const key = `${t.vendor.toLowerCase()}|${Math.round(t.amount * 100)}`;
+                const g = groups.get(key) || [];
+                g.push(t);
+                groups.set(key, g);
+            }
+            for (const [, group] of groups) {
+                if (group.length < 2)
+                    continue;
+                for (let i = 0; i < group.length; i++) {
+                    for (let j = i + 1; j < group.length; j++) {
+                        const a = group[i], b = group[j];
+                        const daysDiff = Math.abs(new Date(a.date).getTime() - new Date(b.date).getTime()) / (1000 * 60 * 60 * 24);
+                        if (daysDiff <= 7) {
+                            anomalies.push({
+                                id: `dup-${a.id}-${b.id}`,
+                                type: "duplicate_payment",
+                                severity: "high",
+                                description: `Duplicate payment to ${a.vendor}: $${a.amount} on ${a.date} and ${b.date} (${daysDiff.toFixed(1)} days apart)`,
+                                transaction_ids: [a.id, b.id], vendor: a.vendor, amount: a.amount,
+                            });
+                        }
+                    }
+                }
+            }
+        }
+        if (rules.includes("vendor_drift")) {
+            const vendorStats = {};
+            for (const t of historical) {
+                if (!vendorStats[t.vendor])
+                    vendorStats[t.vendor] = { amounts: [], count: 0 };
+                vendorStats[t.vendor].amounts.push(Math.abs(t.amount));
+                vendorStats[t.vendor].count++;
+            }
+            for (const [vendor, stats] of Object.entries(vendorStats)) {
+                if (stats.count < 3)
+                    continue;
+                const avg = stats.amounts.reduce((a, b) => a + b, 0) / stats.amounts.length;
+                for (const t of historical) {
+                    if (t.vendor === vendor && Math.abs(t.amount) > avg * 1.25) {
+                        anomalies.push({
+                            id: `drift-${vendor}-${t.id}`, type: "vendor_cost_drift", severity: "medium",
+                            description: `${vendor} charge $${t.amount} is ${((Math.abs(t.amount) - avg) / avg * 100).toFixed(1)}% above avg of $${avg.toFixed(2)}`,
+                            transaction_id: t.id, vendor, amount: t.amount, average: avg,
+                            increase_pct: ((Math.abs(t.amount) - avg) / avg * 100).toFixed(1), date: t.date,
+                        });
+                    }
+                }
+            }
+        }
+        if (rules.includes("unusual_amount")) {
+            const amts = historical.map((t) => Math.abs(t.amount)).sort((a, b) => a - b);
+            if (amts.length >= 4) {
+                const q1 = amts[Math.floor(amts.length * 0.25)];
+                const q3 = amts[Math.floor(amts.length * 0.75)];
+                const iqr = q3 - q1;
+                const upper = q3 + 1.5 * iqr;
+                for (const t of historical) {
+                    if (Math.abs(t.amount) > upper) {
+                        anomalies.push({
+                            id: `outlier-${t.id}`, type: "unusual_amount", severity: "medium",
+                            description: `$${t.amount} to ${t.vendor || t.description} exceeds fence ($${upper.toFixed(2)})`,
+                            transaction_id: t.id, amount: t.amount, threshold: upper,
+                        });
+                    }
+                }
+            }
+        }
+        if (rules.includes("frequency")) {
+            const thisMonth = new Date().toISOString().slice(0, 7);
+            const counts = {};
+            for (const t of historical) {
+                if (t.date.startsWith(thisMonth))
+                    counts[t.vendor] = (counts[t.vendor] || 0) + 1;
+            }
+            for (const [v, c] of Object.entries(counts)) {
+                if (c > 10)
+                    anomalies.push({ id: `freq-${v}-${thisMonth}`, type: "high_frequency", severity: "low", description: `${v} paid ${c} times this month`, vendor: v, count: c, month: thisMonth });
+            }
+        }
+        if (rules.includes("round_numbers")) {
+            for (const t of historical) {
+                const a = Math.abs(t.amount);
+                if (a >= 100 && a % 100 === 0)
+                    anomalies.push({ id: `round-${t.id}`, type: "round_number", severity: "low", description: `Round amount $${t.amount} to ${t.vendor || t.description}`, transaction_id: t.id, amount: t.amount });
+            }
+        }
+        if (rules.includes("weekend")) {
+            for (const t of historical) {
+                const day = new Date(t.date).getDay();
+                if ((day === 0 || day === 6) && Math.abs(t.amount) > 500)
+                    anomalies.push({ id: `weekend-${t.id}`, type: "weekend_transaction", severity: "low", description: `Weekend $${t.amount} to ${t.vendor || t.description}`, transaction_id: t.id, amount: t.amount, day: day === 0 ? "Sunday" : "Saturday" });
+            }
+        }
+        for (const a of anomalies) {
+            const txnId = a.transaction_id || (a.transaction_ids?.[0] || "");
+            const rows = db.exec(`SELECT 1 FROM anomalies WHERE company_id='${coId}' AND transaction_id=? AND type=?`);
+            const existing = rows.filter((r) => r.values?.length);
+            if (!existing.length) {
+                db.exec(`INSERT INTO anomalies (id, company_id, transaction_id, type, severity, description, vendor, amount) VALUES ('${a.id.replace(/'/g, "''")}', '${coId}', '${(txnId || "").replace(/'/g, "''")}', '${(a.type || "").replace(/'/g, "''")}', '${(a.severity || "low").replace(/'/g, "''")}', '${(a.description || "").replace(/'/g, "''")}', ${a.vendor ? `'${String(a.vendor).replace(/'/g, "''")}'` : "NULL"}, ${a.amount || "NULL"})`);
+            }
+        }
+        const bySev = {};
+        for (const a of anomalies)
+            bySev[a.severity] = (bySev[a.severity] || 0) + 1;
+        return `Scan complete (${historical.length} txns, ${lookback_days}d). ${anomalies.length} anomalies: ${Object.entries(bySev).map(([k, v]) => `${v} ${k}`).join(", ")}.\n\n${JSON.stringify(anomalies, null, 2)}`;
+    },
+};
+//# sourceMappingURL=anomalies.js.map

package/dist/tools/anomalies.js.map

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package/dist/tools/approveCategories.d.ts

@@ -0,0 +1,3 @@
+import { ToolDefinition } from "../types.js";
+export declare const approveCategoriesTool: ToolDefinition;
+//# sourceMappingURL=approveCategories.d.ts.map

package/dist/tools/approveCategories.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"approveCategories.d.ts","sourceRoot":"","sources":["../../src/tools/approveCategories.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,aAAa,CAAC;AAI7C,eAAO,MAAM,qBAAqB,EAAE,cAyCnC,CAAC"}

package/dist/tools/approveCategories.js

@@ -0,0 +1,41 @@
+import { getCurrentCompanyId, auditChange } from "../lib/db.js";
+export const approveCategoriesTool = {
+    name: "bookmind.approve_categorizations",
+    description: "Approve pending categorization suggestions. Accepts transaction IDs or 'all' to approve everything pending. Approved transactions get status='categorized' and approved=1.",
+    schema: {
+        type: "object",
+        properties: {
+            transaction_ids: {
+                type: "array",
+                items: { type: "string" },
+                description: "List of transaction IDs to approve, or ['all'] to approve all pending",
+            },
+        },
+        required: ["transaction_ids"],
+    },
+    handler: async (args, db) => {
+        const coId = getCurrentCompanyId();
+        const { transaction_ids } = args;
+        const useAll = transaction_ids.length === 1 && transaction_ids[0] === "all";
+        let rows = [];
+        if (useAll) {
+            db.exec(`UPDATE transactions SET status='categorized', approved=1, updated_at=datetime('now') WHERE company_id='${coId}' AND status='pending'`);
+            const r = db.exec(`SELECT id, description, vendor, amount, category FROM transactions WHERE company_id='${coId}' AND status='categorized' AND approved=1`);
+            rows = r[0]?.values || [];
+        }
+        else {
+            for (const id of transaction_ids) {
+                const old = db.exec(`SELECT status FROM transactions WHERE id=? AND company_id=?`);
+                if (old[0]?.values?.[0]?.[0] !== "categorized") {
+                    auditChange(db, "transaction", id, "status", "pending", "categorized", "approval");
+                }
+                db.exec(`UPDATE transactions SET status='categorized', approved=1, updated_at=datetime('now') WHERE id='${id.replace(/'/g, "''")}' AND company_id='${coId}'`);
+            }
+            const r = db.exec(`SELECT id, description, vendor, amount, category FROM transactions WHERE company_id='${coId}' AND status='categorized' AND approved=1`);
+            rows = r[0]?.values || [];
+        }
+        const result = rows.map((r) => r.values).flat();
+        return `Approved ${result.length} categorizations.\n\n${JSON.stringify(result.map((r) => ({ id: r[0], description: r[1], vendor: r[2], amount: r[3], category: r[4] })), null, 2)}`;
+    },
+};
+//# sourceMappingURL=approveCategories.js.map

package/dist/tools/approveCategories.js.map

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

@@ -0,0 +1,3 @@
+import { ToolDefinition } from "../types.js";
+export declare const categorizeTool: ToolDefinition;
+//# sourceMappingURL=categorize.d.ts.map

package/dist/tools/categorize.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/categorize.js

@@ -0,0 +1,160 @@
+import { auditChange, getCurrentCompanyId } from "../lib/db.js";
+import { getProvider } from "../lib/llm.js";
+export const categorizeTool = {
+    name: "bookmind.categorize",
+    description: "Auto-categorize Uncategorized QuickBooks transactions using learned rules (regex) + keyword dict + LLM (when connected). Returns confidence-scored suggestions. Use bookmind.approve_categorizations to apply. New categorization requests stage in 'pending' status and follow approval workflow.",
+    schema: {
+        type: "object",
+        properties: {
+            transactions: {
+                type: "array",
+                items: {
+                    type: "object",
+                    properties: {
+                        id: { type: "string" },
+                        qbo_id: { type: "string" },
+                        date: { type: "string" },
+                        amount: { type: "number" },
+                        description: { type: "string" },
+                        vendor: { type: "string" },
+                        account_id: { type: "string" },
+                    },
+                    required: ["id", "date", "amount", "description"],
+                },
+            },
+            confidence_threshold: { type: "number", default: 0.75 },
+            auto_apply: { type: "boolean", default: false },
+        },
+        required: ["transactions"],
+    },
+    handler: async (args, db) => {
+        const coId = getCurrentCompanyId();
+        const { transactions, confidence_threshold = 0.75, auto_apply = false } = args;
+        const ruleRows = db.exec(`SELECT vendor_pattern, description_pattern, category, account_id, confidence, priority FROM categorization_rules WHERE (company_id='${coId}' OR company_id='default') AND (vendor_pattern IS NOT NULL OR description_pattern IS NOT NULL) ORDER BY priority DESC`);
+        const rules = ruleRows[0]?.values || [];
+        const provider = getProvider();
+        const results = [];
+        for (const txn of transactions) {
+            let bestMatch = null;
+            let bestScore = 0;
+            for (const [vendorPattern, descPattern, cat, accId, conf, prio] of rules) {
+                let match = false;
+                if (vendorPattern) {
+                    try {
+                        match = txn.vendor ? new RegExp(vendorPattern, "i").test(txn.vendor) : false;
+                    }
+                    catch {
+                        match = txn.vendor?.toLowerCase().includes(String(vendorPattern).toLowerCase()) || false;
+                    }
+                }
+                if (!match && descPattern) {
+                    try {
+                        match = txn.description ? new RegExp(descPattern, "i").test(txn.description) : false;
+                    }
+                    catch {
+                        match = txn.description?.toLowerCase().includes(String(descPattern).toLowerCase()) || false;
+                    }
+                }
+                if (match) {
+                    const score = (parseFloat(String(conf)) || 0.9) + (parseFloat(String(prio)) || 0) * 0.001;
+                    if (score > bestScore) {
+                        bestScore = score;
+                        bestMatch = { category: String(cat), account_id: accId ? String(accId) : undefined, source: "rule" };
+                    }
+                }
+            }
+            if (!bestMatch && confidence_threshold <= 0.9) {
+                const keywords = {
+                    "aws": { category: "Software & Subscriptions", account: "6000" },
+                    "github": { category: "Software & Subscriptions", account: "6000" },
+                    "stripe": { category: "Payment Processing Fees", account: "6100" },
+                    "slack": { category: "Software & Subscriptions", account: "6000" },
+                    "notion": { category: "Software & Subscriptions", account: "6000" },
+                    "linear": { category: "Software & Subscriptions", account: "6000" },
+                    "openai": { category: "AI & ML Services", account: "6000" },
+                    "anthropic": { category: "AI & ML Services", account: "6000" },
+                    "digitalocean": { category: "Hosting & Infrastructure", account: "6000" },
+                    "cloudflare": { category: "Hosting & Infrastructure", account: "6000" },
+                    "vercel": { category: "Hosting & Infrastructure", account: "6000" },
+                    "sendgrid": { category: "Email & Marketing", account: "6200" },
+                    "twilio": { category: "Communication Services", account: "6200" },
+                    "google": { category: "Advertising & Marketing", account: "6200" },
+                    "meta": { category: "Advertising & Marketing", account: "6200" },
+                    "linkedin": { category: "Advertising & Marketing", account: "6200" },
+                    "uber": { category: "Travel & Transportation", account: "6300" },
+                    "lyft": { category: "Travel & Transportation", account: "6300" },
+                    "airbnb": { category: "Travel & Transportation", account: "6300" },
+                    "restaurant": { category: "Meals & Entertainment", account: "6400" },
+                    "coffee": { category: "Meals & Entertainment", account: "6400" },
+                    "lunch": { category: "Meals & Entertainment", account: "6400" },
+                    "office": { category: "Office Supplies", account: "6500" },
+                    "staples": { category: "Office Supplies", account: "6500" },
+                    "amazon": { category: "Office Supplies", account: "6500" },
+                    "insurance": { category: "Insurance", account: "6600" },
+                    "legal": { category: "Legal & Professional", account: "6700" },
+                    "accounting": { category: "Legal & Professional", account: "6700" },
+                    "lawyer": { category: "Legal & Professional", account: "6700" },
+                    "contractor": { category: "Contractors & Freelancers", account: "6800" },
+                    "freelancer": { category: "Contractors & Freelancers", account: "6800" },
+                    "upwork": { category: "Contractors & Freelancers", account: "6800" },
+                    "fiverr": { category: "Contractors & Freelancers", account: "6800" },
+                };
+                const dl = txn.description.toLowerCase();
+                const vl = txn.vendor?.toLowerCase() || "";
+                for (const [kw, cat] of Object.entries(keywords)) {
+                    if (dl.includes(kw) || vl.includes(kw)) {
+                        bestMatch = { category: cat.category, account_id: cat.account, source: "keyword" };
+                        bestScore = 0.8;
+                        break;
+                    }
+                }
+            }
+            if (!bestMatch && provider) {
+                try {
+                    const known = rules.map((r) => r[2]);
+                    const unique = [...new Set([...known])];
+                    const llm = await import("../lib/llm.js");
+                    const res = await llm.categorizeTransaction(txn.description, txn.vendor || "", txn.amount, unique);
+                    if (res.category !== "Uncategorized Expenses") {
+                        bestMatch = { category: res.category, source: "llm" };
+                        bestScore = res.confidence;
+                    }
+                }
+                catch { }
+            }
+            if (!bestMatch) {
+                bestMatch = { category: "Uncategorized Expenses", account_id: "6900", source: "default" };
+                bestScore = 0.3;
+            }
+            const apply = bestScore >= confidence_threshold;
+            if (apply) {
+                const existing = db.exec(`SELECT status, category FROM transactions WHERE id=? AND company_id=?`);
+                const oldCat = existing[0]?.values?.[0]?.[1] || null;
+                if (oldCat !== bestMatch.category) {
+                    auditChange(db, "transaction", txn.id, "category", oldCat ? String(oldCat) : null, String(bestMatch.category), bestMatch.source);
+                }
+                const status = auto_apply ? "categorized" : "pending";
+                db.run(`INSERT INTO transactions (id, company_id, qbo_id, date, amount, description, vendor, account_id, category, confidence, status, approved, updated_at) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,datetime('now')) ON CONFLICT(id) DO UPDATE SET category=?, account_id=?, confidence=?, status=?, approved=?, updated_at=datetime('now')`, [txn.id, coId, txn.qbo_id || null, txn.date, txn.amount, txn.description, txn.vendor || null, bestMatch.account_id || null, bestMatch.category, bestScore, status, auto_apply ? 1 : 0,
+                    bestMatch.category, bestMatch.account_id || null, bestScore, status, auto_apply ? 1 : 0]);
+            }
+            results.push({
+                transaction_id: txn.id,
+                qbo_id: txn.qbo_id,
+                description: txn.description,
+                vendor: txn.vendor,
+                amount: txn.amount,
+                date: txn.date,
+                category: bestMatch.category,
+                account_id: bestMatch.account_id,
+                confidence: bestScore,
+                source: bestMatch.source,
+                applied: apply,
+                approved: apply && auto_apply,
+            });
+        }
+        const categorized = results.filter((r) => r.applied).length;
+        const pending = results.filter((r) => r.applied && !r.approved).length;
+        return `Categorized ${categorized}/${transactions.length}${pending > 0 ? ` (${pending} pending approval — use bookmind.approve_categorizations)` : ""}.\n\n${JSON.stringify(results, null, 2)}`;
+    },
+};
+//# sourceMappingURL=categorize.js.map

package/dist/tools/categorize.js.map

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package/dist/tools/chaseEmail.d.ts

@@ -0,0 +1,3 @@
+import { ToolDefinition } from "../types.js";
+export declare const chaseEmailTool: ToolDefinition;
+//# sourceMappingURL=chaseEmail.d.ts.map

package/dist/tools/chaseEmail.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"chaseEmail.d.ts","sourceRoot":"","sources":["../../src/tools/chaseEmail.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,cAAc,EAAE,MAAM,aAAa,CAAC;AAE7C,eAAO,MAAM,cAAc,EAAE,cA2B5B,CAAC"}

package/dist/tools/chaseEmail.js

@@ -0,0 +1,29 @@
+export const chaseEmailTool = {
+    name: "bookmind.chase_email",
+    description: "Generate overdue invoice chase emails in friendly, firm, or escalation tone. Returns ready-to-send drafts.",
+    schema: {
+        type: "object",
+        properties: {
+            invoices: { type: "array", items: { type: "object", properties: { id: { type: "string" }, customer_name: { type: "string" }, customer_email: { type: "string" }, amount: { type: "number" }, due_date: { type: "string" }, days_overdue: { type: "number" }, invoice_number: { type: "string" } }, required: ["id", "customer_name", "amount", "due_date", "invoice_number", "days_overdue"] } },
+            tone: { type: "string", enum: ["friendly", "firm", "escalation"], default: "friendly" },
+            custom_message: { type: "string" },
+        },
+        required: ["invoices"],
+    },
+    handler: async (args) => {
+        const { invoices, tone = "friendly", custom_message } = args;
+        const templates = {
+            friendly: (inv) => `Hi ${inv.customer_name},\n\nJust a friendly follow-up on invoice **${inv.invoice_number}** for **$${inv.amount.toLocaleString(undefined, { minimumFractionDigits: 2 })}**, due **${inv.due_date}** (${inv.days_overdue} days ago).\n\nWe know things get busy — let us know when to expect payment. If already sent, thank you!\n\nBest regards,\nFinance Team`,
+            firm: (inv) => `Dear ${inv.customer_name},\n\nFormal reminder: invoice **${inv.invoice_number}** for **$${inv.amount.toLocaleString(undefined, { minimumFractionDigits: 2 })}** is **${inv.days_overdue} days overdue** (due: ${inv.due_date}).\n\nPlease remit payment immediately or contact us to discuss a payment plan.\n\nRegards,\nAccounts Receivable`,
+            escalation: (inv) => `URGENT: Invoice ${inv.invoice_number} — ${inv.days_overdue} Days Overdue\n\n${inv.customer_name},\n\nDespite previous reminders, invoice **${inv.invoice_number}** for **$${inv.amount.toLocaleString(undefined, { minimumFractionDigits: 2 })}** remains unpaid since **${inv.due_date}**.\n\nThis account may be referred to collections. Remit within **5 business days** or contact us.\n\nFinal Notice,\nCollections Department`,
+        };
+        const emails = invoices.map((inv) => ({
+            to: inv.customer_email || "customer@example.com",
+            subject: tone === "escalation" ? `URGENT: Invoice ${inv.invoice_number} — ${inv.days_overdue} Days Overdue` : `Follow-up: Invoice ${inv.invoice_number} (${inv.days_overdue} days overdue)`,
+            body: (custom_message ? custom_message + "\n\n" : "") + templates[tone](inv),
+            invoice_id: inv.id, tone,
+        }));
+        return `Generated ${emails.length} ${tone} email(s):\n\n${emails.map((e) => `--- TO: ${e.to} ---\nSUBJECT: ${e.subject}\n\n${e.body}\n`).join("\n")}`;
+    },
+};
+//# sourceMappingURL=chaseEmail.js.map

package/dist/tools/chaseEmail.js.map

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

@@ -0,0 +1,3 @@
+import { ToolDefinition } from "../types.js";
+export declare const fetchTransactionsTool: ToolDefinition;
+//# sourceMappingURL=fetchTransactions.d.ts.map

package/dist/tools/fetchTransactions.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/fetchTransactions.js

@@ -0,0 +1,72 @@
+import { getCurrentCompanyId } from "../lib/db.js";
+import { qboClient } from "../lib/qbo.js";
+export const fetchTransactionsTool = {
+    name: "bookmind.fetch_transactions",
+    description: "Fetch transactions from QuickBooks Online for a date range. Returns normalized JSON array compatible with categorize, reconcile, anomalies, and monthly_close tools. Caches results in local SQLite.",
+    schema: {
+        type: "object",
+        properties: {
+            start_date: { type: "string", description: "Start date YYYY-MM-DD" },
+            end_date: { type: "string", description: "End date YYYY-MM-DD" },
+            fetch: { type: "boolean", default: true, description: "If false, returns cached data only" },
+            invoices: { type: "boolean", default: true, description: "Also fetch invoices for this period" },
+            bills: { type: "boolean", default: true, description: "Also fetch bills for this period" },
+            max_results: { type: "number", default: 500 },
+        },
+        required: ["start_date", "end_date"],
+    },
+    handler: async (args, db) => {
+        const coId = getCurrentCompanyId();
+        const { start_date, end_date, fetch = true, invoices = true, bills = true, max_results = 500 } = args;
+        if (!qboClient.isAuthenticated())
+            return "QBO not connected. Connect using your OAuth URL first. No cached data found.";
+        let transactions = [];
+        if (fetch) {
+            try {
+                const qboTxns = await qboClient.getTransactions(start_date, end_date, max_results);
+                const items = qboTxns.QueryResponse?.Transaction || [];
+                for (const t of items) {
+                    const id = t.Id || crypto.randomUUID();
+                    const qboId = t.Id || "";
+                    const date = t.TxnDate || start_date;
+                    const total = parseFloat(t.TotalAmt) || 0;
+                    const vendor = t.VendorRef?.name || t.EntityRef?.name || "";
+                    const desc = t.Line?.[0]?.Description || t.PrivateNote || "";
+                    const existing = db.exec(`SELECT 1 FROM transactions WHERE company_id='${coId}' AND qbo_id='${qboId.replace(/'/g, "''")}'`);
+                    if (!existing[0]?.values?.length) {
+                        db.exec(`INSERT INTO transactions (id, company_id, qbo_id, date, amount, description, vendor, status) VALUES ('${id.replace(/'/g, "''")}', '${coId}', '${qboId.replace(/'/g, "''")}', '${date.replace(/'/g, "''")}', ${total}, '${desc.replace(/'/g, "''")}', '${vendor.replace(/'/g, "''")}', 'uncategorized')`);
+                    }
+                    transactions.push({ id, qbo_id: qboId, date, amount: total, description: desc, vendor });
+                }
+            }
+            catch (e) {
+                if (e.message === "QBO_NOT_AUTHENTICATED")
+                    return "QBO not authenticated. Run OAuth flow first.";
+                return `QBO error: ${e.message || "Unknown error"}`;
+            }
+        }
+        if (invoices) {
+            try {
+                const qboInvs = await qboClient.getInvoices();
+                const invs = qboInvs.QueryResponse?.Invoice || [];
+                for (const inv of invs) {
+                    const invId = inv.Id || crypto.randomUUID();
+                    db.exec(`INSERT INTO invoices (id, company_id, qbo_id, customer_id, customer_name, customer_email, amount, due_date, status, invoice_number, balance) VALUES ('${invId.replace(/'/g, "''")}', '${coId}', '${(inv.Id || "").replace(/'/g, "''")}', ${inv.CustomerRef?.value ? `'${inv.CustomerRef.value.replace(/'/g, "''")}'` : "NULL"}, ${inv.CustomerRef?.name ? `'${inv.CustomerRef.name.replace(/'/g, "''")}'` : "NULL"}, NULL, ${parseFloat(inv.TotalAmt) || 0}, '${(inv.DueDate || end_date).replace(/'/g, "''")}', '${(inv.DocStatus || "Open").replace(/'/g, "''")}', '${(inv.DocNumber || "").replace(/'/g, "''")}', ${parseFloat(inv.Balance) || 0}) ON CONFLICT(qbo_id) DO UPDATE SET status='${(inv.DocStatus || "Open").replace(/'/g, "''")}', balance=${parseFloat(inv.Balance) || 0}`);
+                }
+            }
+            catch { }
+        }
+        if (bills) {
+            try {
+                const qboBills = await qboClient.getBills();
+                const bls = qboBills.QueryResponse?.Bill || [];
+                for (const bill of bls) {
+                    db.exec(`INSERT INTO bills (id, company_id, qbo_id, vendor_id, vendor_name, amount, due_date, status) VALUES ('${(bill.Id || crypto.randomUUID()).replace(/'/g, "''")}', '${coId}', '${(bill.Id || "").replace(/'/g, "''")}', ${bill.VendorRef?.value ? `'${bill.VendorRef.value.replace(/'/g, "''")}'` : "NULL"}, ${bill.VendorRef?.name ? `'${bill.VendorRef.name.replace(/'/g, "''")}'` : "NULL"}, ${parseFloat(bill.TotalAmt) || 0}, '${(bill.DueDate || end_date).replace(/'/g, "''")}', '${(bill.DocStatus || "Open").replace(/'/g, "''")}') ON CONFLICT(qbo_id) DO UPDATE SET status='${(bill.DocStatus || "Open").replace(/'/g, "''")}'`);
+                }
+            }
+            catch { }
+        }
+        return `Fetched ${transactions.length} transactions from QBO${invoices ? " (invoices synced)" : ""}${bills ? " (bills synced)" : ""}.\n\n${JSON.stringify(transactions.slice(0, 50), null, 2)}${transactions.length > 50 ? `\n... and ${transactions.length - 50} more` : ""}`;
+    },
+};
+//# sourceMappingURL=fetchTransactions.js.map

package/dist/tools/fetchTransactions.js.map

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package/dist/tools/learnRules.d.ts

@@ -0,0 +1,3 @@
+import { ToolDefinition } from "../types.js";
+export declare const learnRulesTool: ToolDefinition;
+//# sourceMappingURL=learnRules.d.ts.map

package/dist/tools/learnRules.d.ts.map

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