@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/bill/schemas.js

@@ -0,0 +1,124 @@
+/**
+ * Zod schemas for Bill entity
+ *
+ * Bill management schemas for FreshBooks API
+ */
+import { z } from 'zod';
+import { MoneySchema, VisStateSchema } from '../base-tool.js';
+/**
+ * Bill status enum
+ */
+export const BillStatusEnum = z.enum(['unpaid', 'partial', 'paid', 'overdue']);
+/**
+ * Full Bill schema with all properties
+ */
+export const BillSchema = z.object({
+    id: z.number().describe('Unique bill identifier'),
+    billNumber: z.string().nullable().describe('Bill number'),
+    vendorId: z.number().describe('Vendor ID'),
+    amount: MoneySchema.describe('Bill total amount'),
+    outstandingAmount: MoneySchema.nullable().describe('Outstanding amount'),
+    paidAmount: MoneySchema.nullable().describe('Amount paid'),
+    dueDate: z.string().datetime().nullable().describe('Payment due date (ISO 8601)'),
+    issueDate: z.string().datetime().describe('Bill issue date (ISO 8601)'),
+    status: BillStatusEnum.describe('Bill status'),
+    lines: z.array(z.any()).describe('Bill line items'),
+    notes: z.string().nullable().describe('Bill notes'),
+    attachment: z.any().nullable().describe('Attached document/receipt'),
+    taxAmount: MoneySchema.nullable().describe('Total tax amount'),
+    createdAt: z.string().datetime().describe('Creation timestamp (ISO 8601)'),
+    updatedAt: z.string().datetime().describe('Last update timestamp (ISO 8601)'),
+    visState: VisStateSchema.optional().describe('Visibility state'),
+});
+/**
+ * Input schema for creating a bill
+ */
+export const BillCreateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    vendorId: z.number().describe('Vendor ID (required)'),
+    issueDate: z.string().describe('Bill issue date (YYYY-MM-DD)'),
+    dueDate: z.string().optional().describe('Payment due date (YYYY-MM-DD)'),
+    billNumber: z.string().optional().describe('Bill number'),
+    amount: z.object({
+        amount: z.string().describe('Bill amount'),
+        code: z.string().describe('Currency code (e.g., USD)'),
+    }).describe('Bill total amount'),
+    lines: z.array(z.any()).optional().describe('Bill line items'),
+    notes: z.string().optional().describe('Bill notes'),
+    attachment: z.any().optional().describe('Attached document/receipt'),
+});
+/**
+ * Input schema for listing bills
+ */
+export const BillListInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    page: z.number().int().min(1).default(1).optional().describe('Page number (1-indexed)'),
+    perPage: z
+        .number()
+        .int()
+        .min(1)
+        .max(100)
+        .default(30)
+        .optional()
+        .describe('Number of results per page (max 100)'),
+    vendorId: z.number().optional().describe('Filter by vendor ID'),
+    status: BillStatusEnum.optional().describe('Filter by bill status'),
+    startDate: z.string().optional().describe('Filter bills after this date (YYYY-MM-DD)'),
+    endDate: z.string().optional().describe('Filter bills before this date (YYYY-MM-DD)'),
+});
+/**
+ * Input schema for getting a single bill
+ */
+export const BillSingleInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    billId: z.number().describe('Bill ID to retrieve'),
+});
+/**
+ * Input schema for deleting a bill
+ */
+export const BillDeleteInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    billId: z.number().describe('Bill ID to delete'),
+});
+/**
+ * Input schema for archiving a bill
+ */
+export const BillArchiveInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    billId: z.number().describe('Bill ID to archive'),
+});
+/**
+ * Pagination metadata schema
+ */
+export const PaginationMetadataSchema = z.object({
+    page: z.number().describe('Current page number'),
+    pages: z.number().describe('Total number of pages'),
+    perPage: z.number().describe('Results per page'),
+    total: z.number().describe('Total number of results'),
+});
+/**
+ * Output schema for bill list
+ */
+export const BillListOutputSchema = z.object({
+    bills: z.array(BillSchema).describe('Array of bills'),
+    pagination: PaginationMetadataSchema.describe('Pagination information'),
+});
+/**
+ * Output schema for single bill operations
+ */
+export const BillSingleOutputSchema = BillSchema;
+/**
+ * Output schema for bill deletion
+ */
+export const BillDeleteOutputSchema = z.object({
+    success: z.boolean().describe('Whether deletion was successful'),
+    billId: z.number().describe('ID of deleted bill'),
+});
+/**
+ * Output schema for bill archiving
+ */
+export const BillArchiveOutputSchema = z.object({
+    success: z.boolean().describe('Whether archiving was successful'),
+    billId: z.number().describe('ID of archived bill'),
+});
+//# sourceMappingURL=schemas.js.map

package/dist/tools/bill/schemas.js.map

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package/dist/tools/bill-payment/billpayment-create.d.ts

@@ -0,0 +1,103 @@
+/**
+ * BillPayment Create Tool
+ *
+ * Create a new bill payment in FreshBooks.
+ */
+import { z } from "zod";
+import { BillPaymentCreateInputSchema, BillPaymentSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for billpayment_create
+ */
+export declare const billpaymentCreateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        billId: z.ZodNumber;
+        amount: z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>;
+        paymentType: z.ZodEnum<["check", "credit", "cash", "bank_transfer", "debit", "other"]>;
+        paidDate: z.ZodString;
+        note: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        billId: number;
+        paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+        paidDate: string;
+        note?: string | undefined;
+    }, {
+        accountId: string;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        billId: number;
+        paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+        paidDate: string;
+        note?: string | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        billId: z.ZodNumber;
+        amount: z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>;
+        paymentType: z.ZodEnum<["check", "credit", "cash", "bank_transfer", "debit", "other"]>;
+        paidDate: z.ZodString;
+        note: z.ZodNullable<z.ZodString>;
+        matchedWithExpense: z.ZodOptional<z.ZodBoolean>;
+        createdAt: z.ZodString;
+        updatedAt: z.ZodString;
+    }, "strip", z.ZodTypeAny, {
+        createdAt: string;
+        id: number;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        note: string | null;
+        updatedAt: string;
+        billId: number;
+        paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+        paidDate: string;
+        matchedWithExpense?: boolean | undefined;
+    }, {
+        createdAt: string;
+        id: number;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        note: string | null;
+        updatedAt: string;
+        billId: number;
+        paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+        paidDate: string;
+        matchedWithExpense?: boolean | undefined;
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof BillPaymentCreateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof BillPaymentSingleOutputSchema>>;
+};
+//# sourceMappingURL=billpayment-create.d.ts.map

package/dist/tools/bill-payment/billpayment-create.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/bill-payment/billpayment-create.js

@@ -0,0 +1,67 @@
+/**
+ * BillPayment Create Tool
+ *
+ * Create a new bill payment in FreshBooks.
+ */
+import { BillPaymentCreateInputSchema, BillPaymentSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+import { logger } from "../../utils/logger.js";
+/**
+ * Tool definition for billpayment_create
+ */
+export const billpaymentCreateTool = {
+    name: "billpayment_create",
+    description: `Record a new bill payment in FreshBooks.
+
+WHEN TO USE:
+- User says "record a payment", "pay a bill", "log vendor payment"
+- User mentions paying a vendor or supplier
+- User needs to track bill payments
+
+REQUIRED INFO:
+- accountId: FreshBooks account ID
+- billId: The bill being paid
+- amount: Payment amount with currency code
+- paymentType: How payment was made (check, credit, cash, bank_transfer, debit, other)
+- paidDate: When payment was made (ISO 8601 format)
+
+OPTIONAL:
+- note: Additional details about the payment
+
+EXAMPLE PROMPTS:
+- "Record a payment of $500 for bill 123"
+- "I paid bill #B-042 by check today for $1,250"
+- "Log a cash payment of $200 to vendor bill 456"
+
+RETURNS:
+Created payment record with ID and all details for tracking.`,
+    inputSchema: BillPaymentCreateInputSchema,
+    outputSchema: BillPaymentSingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('billpayment_create', async (input, _context) => {
+            const { accountId, ...paymentData } = input;
+            logger.debug('Creating bill payment', {
+                accountId,
+                billId: paymentData.billId,
+            });
+            const result = await client.executeWithRetry('billpayment_create', async (fbClient) => {
+                const response = await fbClient.billPayments.create(paymentData, accountId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { bill_payment: { ... } }
+            const createdPayment = result.bill_payment ?? result;
+            logger.info('Bill payment created successfully', {
+                billPaymentId: createdPayment.id,
+            });
+            return createdPayment;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=billpayment-create.js.map

package/dist/tools/bill-payment/billpayment-create.js.map

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package/dist/tools/bill-payment/billpayment-delete.d.ts

@@ -0,0 +1,40 @@
+/**
+ * BillPayment Delete Tool
+ *
+ * Delete a bill payment from FreshBooks.
+ */
+import { z } from "zod";
+import { BillPaymentDeleteInputSchema, BillPaymentDeleteOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for billpayment_delete
+ */
+export declare const billpaymentDeleteTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        billPaymentId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        billPaymentId: number;
+    }, {
+        accountId: string;
+        billPaymentId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        success: z.ZodBoolean;
+        billPaymentId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        success: boolean;
+        billPaymentId: number;
+    }, {
+        success: boolean;
+        billPaymentId: number;
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof BillPaymentDeleteInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof BillPaymentDeleteOutputSchema>>;
+};
+//# sourceMappingURL=billpayment-delete.d.ts.map

package/dist/tools/bill-payment/billpayment-delete.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/bill-payment/billpayment-delete.js

@@ -0,0 +1,67 @@
+/**
+ * BillPayment Delete Tool
+ *
+ * Delete a bill payment from FreshBooks.
+ */
+import { BillPaymentDeleteInputSchema, BillPaymentDeleteOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+import { logger } from "../../utils/logger.js";
+/**
+ * Tool definition for billpayment_delete
+ */
+export const billpaymentDeleteTool = {
+    name: "billpayment_delete",
+    description: `Delete a bill payment from FreshBooks.
+
+WHEN TO USE:
+- User asks to "delete a payment", "remove a bill payment"
+- Payment was recorded in error
+- Payment needs to be removed and re-entered
+
+REQUIRED:
+- accountId: FreshBooks account ID
+- billPaymentId: The payment ID to delete
+
+IMPORTANT:
+- Deletion is permanent and cannot be undone
+- Deleting a payment will affect the bill's outstanding amount
+- Ensure this is the correct payment before deleting
+
+EXAMPLE PROMPTS:
+- "Delete payment 12345"
+- "Remove that bill payment I just created"
+- "Delete the incorrect vendor payment"
+
+RETURNS:
+Confirmation of successful deletion with the payment ID.`,
+    inputSchema: BillPaymentDeleteInputSchema,
+    outputSchema: BillPaymentDeleteOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('billpayment_delete', async (input, _context) => {
+            const { accountId, billPaymentId } = input;
+            logger.debug('Deleting bill payment', {
+                accountId,
+                billPaymentId,
+            });
+            await client.executeWithRetry('billpayment_delete', async (fbClient) => {
+                const response = await fbClient.billPayments.delete(accountId, billPaymentId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            logger.info('Bill payment deleted successfully', {
+                billPaymentId,
+            });
+            return {
+                success: true,
+                billPaymentId,
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=billpayment-delete.js.map

package/dist/tools/bill-payment/billpayment-delete.js.map

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package/dist/tools/bill-payment/billpayment-list.d.ts

@@ -0,0 +1,148 @@
+/**
+ * BillPayment List Tool
+ *
+ * List bill payments with pagination and optional filtering.
+ */
+import { z } from "zod";
+import { BillPaymentListInputSchema, BillPaymentListOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for billpayment_list
+ */
+export declare const billpaymentListTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        page: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        perPage: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        billId: z.ZodOptional<z.ZodNumber>;
+        startDate: z.ZodOptional<z.ZodString>;
+        endDate: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        startDate?: string | undefined;
+        endDate?: string | undefined;
+        billId?: number | undefined;
+    }, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        startDate?: string | undefined;
+        endDate?: string | undefined;
+        billId?: number | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        billPayments: z.ZodArray<z.ZodObject<{
+            id: z.ZodNumber;
+            billId: z.ZodNumber;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+            paymentType: z.ZodEnum<["check", "credit", "cash", "bank_transfer", "debit", "other"]>;
+            paidDate: z.ZodString;
+            note: z.ZodNullable<z.ZodString>;
+            matchedWithExpense: z.ZodOptional<z.ZodBoolean>;
+            createdAt: z.ZodString;
+            updatedAt: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            createdAt: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            note: string | null;
+            updatedAt: string;
+            billId: number;
+            paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+            paidDate: string;
+            matchedWithExpense?: boolean | undefined;
+        }, {
+            createdAt: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            note: string | null;
+            updatedAt: string;
+            billId: number;
+            paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+            paidDate: string;
+            matchedWithExpense?: boolean | undefined;
+        }>, "many">;
+        pagination: z.ZodObject<{
+            page: z.ZodNumber;
+            pages: z.ZodNumber;
+            perPage: z.ZodNumber;
+            total: z.ZodNumber;
+        }, "strip", z.ZodTypeAny, {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        }, {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        }>;
+    }, "strip", z.ZodTypeAny, {
+        pagination: {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        };
+        billPayments: {
+            createdAt: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            note: string | null;
+            updatedAt: string;
+            billId: number;
+            paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+            paidDate: string;
+            matchedWithExpense?: boolean | undefined;
+        }[];
+    }, {
+        pagination: {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        };
+        billPayments: {
+            createdAt: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            note: string | null;
+            updatedAt: string;
+            billId: number;
+            paymentType: "check" | "credit" | "cash" | "bank_transfer" | "debit" | "other";
+            paidDate: string;
+            matchedWithExpense?: boolean | undefined;
+        }[];
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof BillPaymentListInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof BillPaymentListOutputSchema>>;
+};
+//# sourceMappingURL=billpayment-list.d.ts.map

package/dist/tools/bill-payment/billpayment-list.d.ts.map

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