@frihet/mcp-server 1.9.0-beta.1 → 1.12.0

package/dist/openai-profile.js

@@ -15,17 +15,88 @@
  * The full MCP server (55 tools) remains available for Claude, Cursor,
  * Windsurf, Cline, Codex, and all other MCP clients.
  *
- * OpenAI-safe mode: 53 tools (2 excluded), 0 government IDs in I/O.
+ * OpenAI-safe mode: 53 reviewed tools, 0 prompts, 0 government IDs in I/O.
+ * The full MCP surface remains available outside FRIHET_OPENAI_MODE.
  *
  * @see https://developers.openai.com/apps-sdk/app-submission-guidelines
  */
 const PROFILE = {
+    // -- OpenAI-reviewed core surface ----------------------------------------
+    //
+    // Keep the ChatGPT app submission narrow and stable. The full MCP server
+    // has many more tools, including payroll, HR, e-invoicing, VIES, stay/PMS,
+    // POS, and other regulated workflows. Those are useful for direct MCP
+    // clients, but they broaden data collection and review risk for ChatGPT.
+    includeTools: new Set([
+        // Read-only tools
+        "get_business_context",
+        "get_monthly_summary",
+        "list_invoices",
+        "get_invoice",
+        "search_invoices",
+        "get_invoice_pdf",
+        "list_expenses",
+        "get_expense",
+        "list_clients",
+        "get_client",
+        "list_client_contacts",
+        "list_client_activities",
+        "list_client_notes",
+        "list_products",
+        "get_product",
+        "list_quotes",
+        "get_quote",
+        "list_vendors",
+        "get_vendor",
+        "list_webhooks",
+        "get_webhook",
+        // Create tools
+        "create_invoice",
+        "duplicate_invoice",
+        "create_credit_note",
+        "apply_late_fee",
+        "create_expense",
+        "create_client",
+        "create_client_contact",
+        "log_client_activity",
+        "create_client_note",
+        "create_product",
+        "create_quote",
+        "create_vendor",
+        // Update tools
+        "update_invoice",
+        "mark_invoice_paid",
+        "update_expense",
+        "update_client",
+        "update_product",
+        "update_quote",
+        "update_vendor",
+        // Delete tools
+        "delete_invoice",
+        "delete_expense",
+        "delete_client",
+        "delete_client_contact",
+        "delete_client_note",
+        "delete_product",
+        "delete_quote",
+        "delete_vendor",
+        "delete_webhook",
+        // Open-world tools with explicit justifications
+        "send_invoice",
+        "send_quote",
+        "create_webhook",
+        "update_webhook",
+    ]),
     // ── Tools excluded entirely ─────────────────────────────────────────
     // Return restricted data categories that cannot be adequately redacted.
     excludeTools: new Set([
         "get_quarterly_taxes", // Modelo 303/130 tax filing data — sensitive fiscal PII
         "get_invoice_einvoice", // EN16931 XML mandatorily contains seller+buyer NIF/CIF
     ]),
+    // MCP prompts can reference tools/fields that are intentionally hidden from
+    // OpenAI mode (for example tax IDs and fiscal filing tools). ChatGPT Apps do
+    // not need them for the public app surface, so remove them from this profile.
+    excludePrompts: true,
     // ── Annotation corrections ──────────────────────────────────────────
     // openWorldHint MUST be true for tools that cause external side effects.
     annotationOverrides: {
@@ -107,6 +178,13 @@ const PROFILE = {
         "secret", // Webhook signing credential
         "iban", "bankAccount", // Banking identifiers (if exposed via passthrough)
         "bank_account", "accountNumber",
+        "idDocument", "documentNumber", // Guest/customer government document fields
+        "passport", "passportNumber",
+        "dni", "nationalId", "national_id",
+        "ssn", "socialSecurityNumber", "social_security_number",
+        "apiKey", "api_key",
+        "accessToken", "access_token", "refreshToken", "refresh_token",
+        "password", "mfa", "otp",
     ],
 };
 /* ------------------------------------------------------------------ */
@@ -189,6 +267,9 @@ export function applyOpenAIProfile(server) {
     const originalRegisterTool = server.registerTool.bind(server);
     // eslint-disable-next-line @typescript-eslint/no-explicit-any
     server.registerTool = (name, config, handler) => {
+        // 0. Keep the public ChatGPT app to the reviewed core tool surface
+        if (!PROFILE.includeTools.has(name))
+            return;
         // 1. Skip excluded tools entirely
         if (PROFILE.excludeTools.has(name))
             return;
@@ -202,6 +283,22 @@ export function applyOpenAIProfile(server) {
         if (descOverride) {
             config.description = descOverride;
         }
+        // 3b. Ensure EVERY reviewed tool states an explicit openWorldHint rationale.
+        // OpenAI review requires openWorldHint to be explicitly true/false (never null)
+        // with a clear justification per tool. The 4 open-world tools already embed a
+        // bespoke "[openWorldHint: true — …]" rationale via descriptionOverrides; this
+        // appends the closed-world rationale to the remaining reviewed tools so the
+        // justification is present for all of them at tools/list. Only mutates the
+        // OpenAI-mode description string — annotation booleans (already correct) and the
+        // base tool files (used by every other MCP client) are left untouched.
+        if (typeof config.description === "string" &&
+            !config.description.includes("openWorldHint")) {
+            const ow = config.annotations?.openWorldHint;
+            config.description +=
+                ow === true
+                    ? " [openWorldHint: true — contacts an entity outside Frihet (an email recipient or an external webhook URL).]"
+                    : " [openWorldHint: false — operates only against the Frihet API (api.frihet.io); no third-party/external calls.]";
+        }
         // 4. Strip sensitive input fields
         const inputStrip = PROFILE.stripInputFields[name];
         if (inputStrip && config.inputSchema) {
@@ -265,9 +362,16 @@ export function applyOpenAIProfile(server) {
         }
         return originalRegisterResource(name, ...rest);
     };
+    /* ── Intercept registerPrompt ───────────────────────────────────── */
+    if (PROFILE.excludePrompts && typeof server.registerPrompt === "function") {
+        // eslint-disable-next-line @typescript-eslint/no-explicit-any
+        server.registerPrompt = (_name, ..._rest) => undefined;
+    }
 }
 /** Number of tools excluded in OpenAI mode (for logging). */
 export const OPENAI_EXCLUDED_COUNT = PROFILE.excludeTools.size;
+/** Number of tools explicitly allowed in OpenAI mode. */
+export const OPENAI_ALLOWED_TOOL_COUNT = PROFILE.includeTools.size;
 /** Number of resources excluded in OpenAI mode (for logging). */
 export const OPENAI_EXCLUDED_RESOURCE_COUNT = EXCLUDE_RESOURCES.size;
 //# sourceMappingURL=openai-profile.js.map

package/dist/openai-profile.js.map

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package/dist/tools/accountingClose.d.ts

@@ -0,0 +1,20 @@
+/**
+ * Period close tools for the Frihet MCP server — D4-B megasprint (3 tools).
+ *
+ * Tools:
+ *   1. period_close_status — get the current accounting period state (open/closing/closed)
+ *   2. period_close        — close a monthly or quarterly period (TRUST AREA)
+ *   3. period_reopen       — reopen a closed period with required reason (TRUST AREA)
+ *
+ * REST surface: /v1/periods/current, /v1/periods/{id}, /v1/periods/close, /v1/periods/{id}/reopen
+ *
+ * Closing a period freezes invoices/expenses/journal entries. Reopening requires a
+ * compliance reason logged for audit. These are TRUST AREA operations.
+ *
+ * NOTE: ERP backend endpoints land in parallel D4-A wave. 404s propagate as isError
+ * until backend ships. TODO: confirm callable boundary vs REST shell for closePeriod.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import type { IFrihetClient } from "../client-interface.js";
+export declare function registerAccountingCloseTools(server: McpServer, client: IFrihetClient): void;
+//# sourceMappingURL=accountingClose.d.ts.map

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

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

@@ -0,0 +1,119 @@
+/**
+ * Period close tools for the Frihet MCP server — D4-B megasprint (3 tools).
+ *
+ * Tools:
+ *   1. period_close_status — get the current accounting period state (open/closing/closed)
+ *   2. period_close        — close a monthly or quarterly period (TRUST AREA)
+ *   3. period_reopen       — reopen a closed period with required reason (TRUST AREA)
+ *
+ * REST surface: /v1/periods/current, /v1/periods/{id}, /v1/periods/close, /v1/periods/{id}/reopen
+ *
+ * Closing a period freezes invoices/expenses/journal entries. Reopening requires a
+ * compliance reason logged for audit. These are TRUST AREA operations.
+ *
+ * NOTE: ERP backend endpoints land in parallel D4-A wave. 404s propagate as isError
+ * until backend ships. TODO: confirm callable boundary vs REST shell for closePeriod.
+ */
+import { z } from "zod/v4";
+import { withToolLogging, formatRecord, getContent, mutateContent, READ_ONLY_ANNOTATIONS, periodStatusOutput, } from "./shared.js";
+export function registerAccountingCloseTools(server, client) {
+    // -- period_close_status --
+    server.registerTool("period_close_status", {
+        title: "Period Close Status",
+        description: "Get the current accounting period state (open / closing / closed / reopened). " +
+            "Without periodId returns the current open or most recently closed period. " +
+            "/ Devuelve el estado del periodo contable actual (abierto/cerrando/cerrado/reabierto).",
+        annotations: READ_ONLY_ANNOTATIONS,
+        inputSchema: {
+            periodId: z.string().optional().describe("Specific period ID (default: current) / ID periodo especifico"),
+        },
+        outputSchema: periodStatusOutput,
+    }, async ({ periodId }) => withToolLogging("period_close_status", async () => {
+        const result = await client.getCurrentPeriod({ periodId });
+        return {
+            content: [getContent(formatRecord("Period status", result))],
+            structuredContent: result,
+        };
+    }));
+    // -- period_close --
+    server.registerTool("period_close", {
+        title: "Close Accounting Period",
+        description: "TRUST AREA — FISCAL CLOSE. Close a monthly or quarterly accounting period. " +
+            "Freezes invoices, expenses, journal entries and bank reconciliations for the period. " +
+            "Requires confirm=true. Idempotent: re-closing an already closed period is a no-op. " +
+            "Closed periods can be reopened with period_reopen + audit reason. " +
+            "/ AREA DE CONFIANZA — CIERRE FISCAL. Cierra un periodo contable mensual o trimestral. " +
+            "Congela facturas, gastos, asientos. Requiere confirm=true.",
+        annotations: { readOnlyHint: false, destructiveHint: true, idempotentHint: true, openWorldHint: false },
+        inputSchema: {
+            type: z
+                .enum(["monthly", "quarterly"])
+                .describe("Period type: monthly or quarterly / Tipo: mensual o trimestral"),
+            confirm: z
+                .boolean()
+                .describe("Must be true to perform the close / Debe ser true para ejecutar el cierre"),
+        },
+        outputSchema: periodStatusOutput,
+    }, async ({ type, confirm }) => withToolLogging("period_close", async () => {
+        if (!confirm) {
+            return {
+                content: [
+                    {
+                        type: "text",
+                        text: "Error: confirm=true is required to close an accounting period. " +
+                            "This freezes all invoices, expenses, journal entries and bank reconciliations for the period. " +
+                            "Set confirm=true when you are certain. / " +
+                            "Se requiere confirm=true para cerrar un periodo contable.",
+                    },
+                ],
+                isError: true,
+            };
+        }
+        const result = await client.closePeriod({ type });
+        return {
+            content: [mutateContent(formatRecord("Period closed", result))],
+            structuredContent: result,
+        };
+    }));
+    // -- period_reopen --
+    server.registerTool("period_reopen", {
+        title: "Reopen Accounting Period",
+        description: "TRUST AREA — FISCAL REOPEN. Reopen a closed accounting period. " +
+            "Requires a compliance reason (audit log) and confirm=true. " +
+            "Reopening allows backdated edits to invoices/expenses — use with extreme caution. " +
+            "/ AREA DE CONFIANZA — REAPERTURA FISCAL. Reabre un periodo cerrado. Requiere motivo (auditoria) y confirm=true.",
+        annotations: { readOnlyHint: false, destructiveHint: true, idempotentHint: false, openWorldHint: false },
+        inputSchema: {
+            periodId: z.string().describe("Closed period ID to reopen / ID del periodo cerrado"),
+            reason: z
+                .string()
+                .min(1)
+                .describe("Required audit reason (logged) / Motivo obligatorio (auditoria)"),
+            confirm: z
+                .boolean()
+                .describe("Must be true to reopen / Debe ser true para reabrir"),
+        },
+        outputSchema: periodStatusOutput,
+    }, async ({ periodId, reason, confirm }) => withToolLogging("period_reopen", async () => {
+        if (!confirm) {
+            return {
+                content: [
+                    {
+                        type: "text",
+                        text: "Error: confirm=true is required to reopen a closed accounting period. " +
+                            "This allows backdated edits and may affect fiscal reporting. " +
+                            "Set confirm=true when you are certain. / " +
+                            "Se requiere confirm=true para reabrir un periodo cerrado.",
+                    },
+                ],
+                isError: true,
+            };
+        }
+        const result = await client.reopenPeriod({ periodId, reason });
+        return {
+            content: [mutateContent(formatRecord("Period reopened", result))],
+            structuredContent: result,
+        };
+    }));
+}
+//# sourceMappingURL=accountingClose.js.map

package/dist/tools/accountingClose.js.map

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

@@ -0,0 +1,19 @@
+/**
+ * Audit GL tools for the Frihet MCP server — Day 1 Megasprint (3 tools).
+ *
+ * Tools:
+ *   1. frihet_gl_entry_approve    — approve a GL journal entry (TRUST AREA)
+ *   2. frihet_gl_entry_reject     — reject a GL journal entry with reason (TRUST AREA)
+ *   3. frihet_gl_entry_audit_log  — retrieve the audit trail for a GL entry
+ *
+ * REST surface: /v1/gl/* proxies Firebase callables:
+ *   approveGLEntry, rejectGLEntry, getGLEntryAuditLog (eu-west1)
+ *
+ * Backend status (post-Day 1 Megasprint, May 2026):
+ *   Frihet-ERP PR #395 — Audit GL approval workflow MERGED.
+ *   Tools will surface 404 errors until backend REST shell ships.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import type { IFrihetClient } from "../client-interface.js";
+export declare function registerAuditGLTools(server: McpServer, client: IFrihetClient): void;
+//# sourceMappingURL=audit_gl.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"audit_gl.d.ts","sourceRoot":"","sources":["../../src/tools/audit_gl.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;GAcG;AAEH,OAAO,KAAK,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAEzE,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,wBAAwB,CAAC;AAU5D,wBAAgB,oBAAoB,CAAC,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,aAAa,GAAG,IAAI,CA2FnF"}

package/dist/tools/audit_gl.js

@@ -0,0 +1,86 @@
+/**
+ * Audit GL tools for the Frihet MCP server — Day 1 Megasprint (3 tools).
+ *
+ * Tools:
+ *   1. frihet_gl_entry_approve    — approve a GL journal entry (TRUST AREA)
+ *   2. frihet_gl_entry_reject     — reject a GL journal entry with reason (TRUST AREA)
+ *   3. frihet_gl_entry_audit_log  — retrieve the audit trail for a GL entry
+ *
+ * REST surface: /v1/gl/* proxies Firebase callables:
+ *   approveGLEntry, rejectGLEntry, getGLEntryAuditLog (eu-west1)
+ *
+ * Backend status (post-Day 1 Megasprint, May 2026):
+ *   Frihet-ERP PR #395 — Audit GL approval workflow MERGED.
+ *   Tools will surface 404 errors until backend REST shell ships.
+ */
+import { z } from "zod/v4";
+import { withToolLogging, formatRecord, getContent, mutateContent, READ_ONLY_ANNOTATIONS, UPDATE_ANNOTATIONS, } from "./shared.js";
+export function registerAuditGLTools(server, client) {
+    // -- frihet_gl_entry_approve -----------------------------------------------
+    server.registerTool("frihet_gl_entry_approve", {
+        title: "Approve GL Entry",
+        description: "Approve a General Ledger journal entry pending review. " +
+            "Sets entry status to 'approved' and records the approver + timestamp in the audit trail. " +
+            "Requires gestor/admin role. This is a TRUST AREA action — double-check entry ID before calling. " +
+            "Example: entryId='gl_2026_q1_042'. " +
+            "/ Aprueba un asiento contable pendiente de revision. " +
+            "Requiere rol gestor/admin. Accion de area de confianza.",
+        annotations: UPDATE_ANNOTATIONS,
+        inputSchema: {
+            entryId: z.string().describe("GL entry ID to approve / ID del asiento contable a aprobar"),
+            notes: z.string().optional().describe("Optional approval notes / Notas de aprobacion opcionales"),
+        },
+    }, async ({ entryId, notes }) => withToolLogging("frihet_gl_entry_approve", async () => {
+        const result = await client.approveGLEntry(entryId, notes);
+        return {
+            content: [
+                mutateContent(formatRecord(`GL Entry ${entryId} approved`, result)),
+            ],
+            structuredContent: result,
+        };
+    }));
+    // -- frihet_gl_entry_reject ------------------------------------------------
+    server.registerTool("frihet_gl_entry_reject", {
+        title: "Reject GL Entry",
+        description: "Reject a General Ledger journal entry pending review with a required reason. " +
+            "Sets entry status to 'rejected' and records the rejector + reason in the audit trail. " +
+            "Requires gestor/admin role. This is a TRUST AREA action. " +
+            "Example: entryId='gl_2026_q1_042', reason='Importe incorrecto, revisar factura F-2026-042'. " +
+            "/ Rechaza un asiento contable pendiente con una razon obligatoria. " +
+            "Requiere rol gestor/admin.",
+        annotations: UPDATE_ANNOTATIONS,
+        inputSchema: {
+            entryId: z.string().describe("GL entry ID to reject / ID del asiento contable a rechazar"),
+            reason: z.string().describe("Mandatory rejection reason (visible to submitter) / Razon del rechazo (obligatoria, visible al emisor)"),
+        },
+    }, async ({ entryId, reason }) => withToolLogging("frihet_gl_entry_reject", async () => {
+        const result = await client.rejectGLEntry(entryId, reason);
+        return {
+            content: [
+                mutateContent(formatRecord(`GL Entry ${entryId} rejected`, result)),
+            ],
+            structuredContent: result,
+        };
+    }));
+    // -- frihet_gl_entry_audit_log ---------------------------------------------
+    server.registerTool("frihet_gl_entry_audit_log", {
+        title: "Get GL Entry Audit Log",
+        description: "Retrieve the full audit trail for a General Ledger entry — all state transitions " +
+            "(created, submitted, approved, rejected), who acted, and when. " +
+            "Use this to investigate approval history or compliance audits. " +
+            "Example: entryId='gl_2026_q1_042'. " +
+            "/ Obtiene el historial de auditoría completo de un asiento contable. " +
+            "Muestra todas las transiciones de estado, quien actuo y cuando.",
+        annotations: READ_ONLY_ANNOTATIONS,
+        inputSchema: {
+            entryId: z.string().describe("GL entry ID / ID del asiento contable"),
+        },
+    }, async ({ entryId }) => withToolLogging("frihet_gl_entry_audit_log", async () => {
+        const result = await client.getGLEntryAuditLog(entryId);
+        return {
+            content: [getContent(formatRecord(`Audit Log for GL Entry ${entryId}`, result))],
+            structuredContent: result,
+        };
+    }));
+}
+//# sourceMappingURL=audit_gl.js.map

package/dist/tools/audit_gl.js.map

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

@@ -0,0 +1,23 @@
+/**
+ * Bank rules tools for the Frihet MCP server — Day 1 Megasprint (2 tools).
+ *
+ * Tools:
+ *   1. frihet_bank_rules_list  — list bank auto-categorization rules for the workspace
+ *   2. frihet_bank_rule_create — create a new bank categorization rule
+ *
+ * Skipped (external webhook handlers, not MCP-callable):
+ *   - plaidWebhook  — Plaid inbound webhook
+ *   - tinkWebhook   — Tink/Revolut inbound webhook
+ *
+ * REST surface: /v1/banking/rules — admin-side rule management.
+ *   Backend callables: #394 Banking Q3 flag (Frihet-ERP PR #394).
+ *   Tools surface 404 until backend callable wrapper ships.
+ *
+ * NOTE: Bank rules are Q3-flagged in Frihet-ERP. These tools are wired here
+ * so AI agents can read + create rules once the backend ships, without an MCP
+ * bump. Backend may still be Firestore-direct writes; tools will 404 gracefully.
+ */
+import type { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
+import type { IFrihetClient } from "../client-interface.js";
+export declare function registerBankRulesTools(server: McpServer, client: IFrihetClient): void;
+//# sourceMappingURL=bank_rules.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"bank_rules.d.ts","sourceRoot":"","sources":["../../src/tools/bank_rules.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;;;;;;;;;GAkBG;AAEH,OAAO,KAAK,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAEzE,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,wBAAwB,CAAC;AA+B5D,wBAAgB,sBAAsB,CAAC,MAAM,EAAE,SAAS,EAAE,MAAM,EAAE,aAAa,GAAG,IAAI,CA2ErF"}

package/dist/tools/bank_rules.js

@@ -0,0 +1,96 @@
+/**
+ * Bank rules tools for the Frihet MCP server — Day 1 Megasprint (2 tools).
+ *
+ * Tools:
+ *   1. frihet_bank_rules_list  — list bank auto-categorization rules for the workspace
+ *   2. frihet_bank_rule_create — create a new bank categorization rule
+ *
+ * Skipped (external webhook handlers, not MCP-callable):
+ *   - plaidWebhook  — Plaid inbound webhook
+ *   - tinkWebhook   — Tink/Revolut inbound webhook
+ *
+ * REST surface: /v1/banking/rules — admin-side rule management.
+ *   Backend callables: #394 Banking Q3 flag (Frihet-ERP PR #394).
+ *   Tools surface 404 until backend callable wrapper ships.
+ *
+ * NOTE: Bank rules are Q3-flagged in Frihet-ERP. These tools are wired here
+ * so AI agents can read + create rules once the backend ships, without an MCP
+ * bump. Backend may still be Firestore-direct writes; tools will 404 gracefully.
+ */
+import { z } from "zod/v4";
+import { withToolLogging, formatPaginatedResponse, formatRecord, listContent, mutateContent, READ_ONLY_ANNOTATIONS, CREATE_ANNOTATIONS, paginatedOutput, } from "./shared.js";
+const bankRuleItemOutput = z.object({
+    id: z.string(),
+    name: z.string(),
+    conditions: z.array(z.object({
+        field: z.string(),
+        operator: z.string(),
+        value: z.string(),
+    })).optional(),
+    actions: z.array(z.object({
+        type: z.string(),
+        value: z.string(),
+    })).optional(),
+    isActive: z.boolean().optional(),
+    createdAt: z.string().optional(),
+}).passthrough();
+const CONDITION_FIELD = z.enum(["description", "amount", "counterparty", "iban", "reference"]);
+const CONDITION_OPERATOR = z.enum(["contains", "startsWith", "endsWith", "equals", "greaterThan", "lessThan"]);
+export function registerBankRulesTools(server, client) {
+    // -- frihet_bank_rules_list -----------------------------------------------
+    server.registerTool("frihet_bank_rules_list", {
+        title: "List Bank Categorization Rules",
+        description: "List all bank auto-categorization rules for the workspace. " +
+            "Rules automatically categorize transactions matching conditions (description, amount, counterparty). " +
+            "Returns rule name, conditions, actions (category/tag/client assign), and active status. " +
+            "/ Lista las reglas de categorizacion automatica de transacciones bancarias del workspace. " +
+            "Devuelve nombre, condiciones, acciones (categoria/etiqueta/cliente) y estado activo.",
+        annotations: READ_ONLY_ANNOTATIONS,
+        inputSchema: {
+            isActive: z.boolean().optional().describe("Filter by active/inactive rules / Filtrar por reglas activas/inactivas"),
+            limit: z.number().int().min(1).max(100).optional().describe("Max results / Resultados maximos"),
+            offset: z.number().int().min(0).optional().describe("Offset / Desplazamiento"),
+        },
+        outputSchema: paginatedOutput(bankRuleItemOutput),
+    }, async ({ isActive, limit, offset }) => withToolLogging("frihet_bank_rules_list", async () => {
+        const result = await client.listBankRules({ isActive, limit, offset });
+        return {
+            content: [listContent(formatPaginatedResponse("bank_rules", result))],
+            structuredContent: result,
+        };
+    }));
+    // -- frihet_bank_rule_create ----------------------------------------------
+    server.registerTool("frihet_bank_rule_create", {
+        title: "Create Bank Categorization Rule",
+        description: "Create a new bank auto-categorization rule. " +
+            "Rules apply automatically to matching incoming transactions. " +
+            "A rule has conditions (AND logic) and actions (assign category, tag, or client). " +
+            "Example: name='Mercadona groceries', condition description contains 'MERCADONA', " +
+            "action category='groceries'. " +
+            "/ Crea una nueva regla de categorizacion automatica de transacciones bancarias. " +
+            "Las reglas aplican condiciones (logica AND) y acciones (categoria, etiqueta, cliente).",
+        annotations: CREATE_ANNOTATIONS,
+        inputSchema: {
+            name: z.string().describe("Rule name for identification / Nombre de la regla"),
+            conditions: z.array(z.object({
+                field: CONDITION_FIELD.describe("Transaction field to match / Campo de transaccion a comparar"),
+                operator: CONDITION_OPERATOR.describe("Comparison operator / Operador de comparacion"),
+                value: z.string().describe("Value to match against / Valor a comparar"),
+            })).min(1).describe("Rule conditions (AND logic — all must match) / Condiciones (logica AND — todas deben cumplirse)"),
+            actions: z.array(z.object({
+                type: z.enum(["setCategory", "addTag", "assignClient"]).describe("Action type / Tipo de accion"),
+                value: z.string().describe("Action value (category name, tag name, or client ID) / Valor de la accion"),
+            })).min(1).describe("Actions to apply when rule matches / Acciones a aplicar cuando la regla se cumple"),
+            isActive: z.boolean().optional().describe("Whether the rule is active (default true) / Si la regla esta activa (por defecto true)"),
+        },
+    }, async ({ name, conditions, actions, isActive }) => withToolLogging("frihet_bank_rule_create", async () => {
+        const result = await client.createBankRule({ name, conditions, actions, isActive });
+        return {
+            content: [
+                mutateContent(formatRecord(`Bank rule created: ${name}`, result)),
+            ],
+            structuredContent: result,
+        };
+    }));
+}
+//# sourceMappingURL=bank_rules.js.map

package/dist/tools/bank_rules.js.map

@@ -0,0 +1 @@
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