@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/client/client-create.d.ts

@@ -0,0 +1,211 @@
+/**
+ * client_create Tool
+ *
+ * Create a new client in FreshBooks.
+ */
+import { z } from 'zod';
+import { ClientCreateInputSchema, ClientSingleOutputSchema } from './schemas.js';
+import { FreshBooksClientWrapper } from '../../client/index.js';
+/**
+ * Tool definition for client_create
+ */
+export declare const clientCreateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        fName: z.ZodOptional<z.ZodString>;
+        lName: z.ZodOptional<z.ZodString>;
+        organization: z.ZodOptional<z.ZodString>;
+        email: z.ZodOptional<z.ZodString>;
+        busPhone: z.ZodOptional<z.ZodString>;
+        homePhone: z.ZodOptional<z.ZodString>;
+        mobPhone: z.ZodOptional<z.ZodString>;
+        fax: z.ZodOptional<z.ZodString>;
+        note: z.ZodOptional<z.ZodString>;
+        pStreet: z.ZodOptional<z.ZodString>;
+        pStreet2: z.ZodOptional<z.ZodString>;
+        pCity: z.ZodOptional<z.ZodString>;
+        pProvince: z.ZodOptional<z.ZodString>;
+        pCode: z.ZodOptional<z.ZodString>;
+        pCountry: z.ZodOptional<z.ZodString>;
+        sStreet: z.ZodOptional<z.ZodString>;
+        sStreet2: z.ZodOptional<z.ZodString>;
+        sCity: z.ZodOptional<z.ZodString>;
+        sProvince: z.ZodOptional<z.ZodString>;
+        sCode: z.ZodOptional<z.ZodString>;
+        sCountry: z.ZodOptional<z.ZodString>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        language: z.ZodOptional<z.ZodString>;
+        vatNumber: z.ZodOptional<z.ZodString>;
+        vatName: z.ZodOptional<z.ZodString>;
+        allowLateFees: z.ZodOptional<z.ZodBoolean>;
+        allowLateNotifications: z.ZodOptional<z.ZodBoolean>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        email?: string | undefined;
+        note?: string | undefined;
+        organization?: string | undefined;
+        fName?: string | undefined;
+        lName?: string | undefined;
+        busPhone?: string | undefined;
+        homePhone?: string | undefined;
+        mobPhone?: string | undefined;
+        fax?: string | undefined;
+        pStreet?: string | undefined;
+        pStreet2?: string | undefined;
+        pCity?: string | undefined;
+        pProvince?: string | undefined;
+        pCode?: string | undefined;
+        pCountry?: string | undefined;
+        sStreet?: string | undefined;
+        sStreet2?: string | undefined;
+        sCity?: string | undefined;
+        sProvince?: string | undefined;
+        sCode?: string | undefined;
+        sCountry?: string | undefined;
+        currencyCode?: string | undefined;
+        language?: string | undefined;
+        vatNumber?: string | undefined;
+        vatName?: string | undefined;
+        allowLateFees?: boolean | undefined;
+        allowLateNotifications?: boolean | undefined;
+    }, {
+        accountId: string;
+        email?: string | undefined;
+        note?: string | undefined;
+        organization?: string | undefined;
+        fName?: string | undefined;
+        lName?: string | undefined;
+        busPhone?: string | undefined;
+        homePhone?: string | undefined;
+        mobPhone?: string | undefined;
+        fax?: string | undefined;
+        pStreet?: string | undefined;
+        pStreet2?: string | undefined;
+        pCity?: string | undefined;
+        pProvince?: string | undefined;
+        pCode?: string | undefined;
+        pCountry?: string | undefined;
+        sStreet?: string | undefined;
+        sStreet2?: string | undefined;
+        sCity?: string | undefined;
+        sProvince?: string | undefined;
+        sCode?: string | undefined;
+        sCountry?: string | undefined;
+        currencyCode?: string | undefined;
+        language?: string | undefined;
+        vatNumber?: string | undefined;
+        vatName?: string | undefined;
+        allowLateFees?: boolean | undefined;
+        allowLateNotifications?: boolean | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        fName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        lName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        email: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        busPhone: z.ZodOptional<z.ZodString>;
+        homePhone: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        mobPhone: z.ZodOptional<z.ZodString>;
+        fax: z.ZodOptional<z.ZodString>;
+        note: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        pStreet: z.ZodOptional<z.ZodString>;
+        pStreet2: z.ZodOptional<z.ZodString>;
+        pCity: z.ZodOptional<z.ZodString>;
+        pProvince: z.ZodOptional<z.ZodString>;
+        pCode: z.ZodOptional<z.ZodString>;
+        pCountry: z.ZodOptional<z.ZodString>;
+        sStreet: z.ZodOptional<z.ZodString>;
+        sStreet2: z.ZodOptional<z.ZodString>;
+        sCity: z.ZodOptional<z.ZodString>;
+        sProvince: z.ZodOptional<z.ZodString>;
+        sCode: z.ZodOptional<z.ZodString>;
+        sCountry: z.ZodOptional<z.ZodString>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        language: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatNumber: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        signupDate: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        updated: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        allowLateFees: z.ZodOptional<z.ZodBoolean>;
+        allowLateNotifications: z.ZodOptional<z.ZodBoolean>;
+        hasRetainer: z.ZodOptional<z.ZodNullable<z.ZodBoolean>>;
+        retainerId: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    }, "passthrough", z.ZodTypeAny, z.objectOutputType<{
+        id: z.ZodNumber;
+        fName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        lName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        email: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        busPhone: z.ZodOptional<z.ZodString>;
+        homePhone: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        mobPhone: z.ZodOptional<z.ZodString>;
+        fax: z.ZodOptional<z.ZodString>;
+        note: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        pStreet: z.ZodOptional<z.ZodString>;
+        pStreet2: z.ZodOptional<z.ZodString>;
+        pCity: z.ZodOptional<z.ZodString>;
+        pProvince: z.ZodOptional<z.ZodString>;
+        pCode: z.ZodOptional<z.ZodString>;
+        pCountry: z.ZodOptional<z.ZodString>;
+        sStreet: z.ZodOptional<z.ZodString>;
+        sStreet2: z.ZodOptional<z.ZodString>;
+        sCity: z.ZodOptional<z.ZodString>;
+        sProvince: z.ZodOptional<z.ZodString>;
+        sCode: z.ZodOptional<z.ZodString>;
+        sCountry: z.ZodOptional<z.ZodString>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        language: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatNumber: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        signupDate: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        updated: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        allowLateFees: z.ZodOptional<z.ZodBoolean>;
+        allowLateNotifications: z.ZodOptional<z.ZodBoolean>;
+        hasRetainer: z.ZodOptional<z.ZodNullable<z.ZodBoolean>>;
+        retainerId: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    }, z.ZodTypeAny, "passthrough">, z.objectInputType<{
+        id: z.ZodNumber;
+        fName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        lName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        email: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        busPhone: z.ZodOptional<z.ZodString>;
+        homePhone: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        mobPhone: z.ZodOptional<z.ZodString>;
+        fax: z.ZodOptional<z.ZodString>;
+        note: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        pStreet: z.ZodOptional<z.ZodString>;
+        pStreet2: z.ZodOptional<z.ZodString>;
+        pCity: z.ZodOptional<z.ZodString>;
+        pProvince: z.ZodOptional<z.ZodString>;
+        pCode: z.ZodOptional<z.ZodString>;
+        pCountry: z.ZodOptional<z.ZodString>;
+        sStreet: z.ZodOptional<z.ZodString>;
+        sStreet2: z.ZodOptional<z.ZodString>;
+        sCity: z.ZodOptional<z.ZodString>;
+        sProvince: z.ZodOptional<z.ZodString>;
+        sCode: z.ZodOptional<z.ZodString>;
+        sCountry: z.ZodOptional<z.ZodString>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        language: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatNumber: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        vatName: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        signupDate: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        updated: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        allowLateFees: z.ZodOptional<z.ZodBoolean>;
+        allowLateNotifications: z.ZodOptional<z.ZodBoolean>;
+        hasRetainer: z.ZodOptional<z.ZodNullable<z.ZodBoolean>>;
+        retainerId: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+    }, z.ZodTypeAny, "passthrough">>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ClientCreateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ClientSingleOutputSchema>>;
+};
+//# sourceMappingURL=client-create.d.ts.map

package/dist/tools/client/client-create.d.ts.map

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

@@ -0,0 +1,147 @@
+/**
+ * client_create Tool
+ *
+ * Create a new client in FreshBooks.
+ */
+import { ClientCreateInputSchema, ClientSingleOutputSchema } from './schemas.js';
+import { ErrorHandler } from '../../errors/error-handler.js';
+import { logger } from '../../utils/logger.js';
+/**
+ * Tool definition for client_create
+ */
+export const clientCreateTool = {
+    name: 'client_create',
+    description: `Create a new client/customer in FreshBooks.
+
+WHEN TO USE:
+- User wants to add a new client
+- User says "create client", "add customer", "new client"
+- Setting up a customer for invoicing or project tracking
+- Before creating invoices or projects for a new customer
+
+REQUIRED:
+- accountId: FreshBooks account ID (get from auth_status if not specified)
+- At least one of: fName, lName, organization, or email
+
+OPTIONAL:
+Contact:
+- fName, lName: Client's name
+- organization: Company name
+- email: Email address (recommended for invoices)
+
+Phone:
+- busPhone, homePhone, mobPhone, fax
+
+Address:
+- pStreet, pStreet2, pCity, pProvince, pCode, pCountry (primary)
+- sStreet, sStreet2, sCity, sProvince, sCode, sCountry (secondary)
+
+Settings:
+- currencyCode: e.g., USD, CAD, EUR
+- language: Preferred language for invoices
+- vatNumber, vatName: Tax identification
+- allowLateFees, allowLateNotifications: Billing preferences
+- note: Internal notes
+
+RETURNS:
+Created client with assigned ID and all configured settings.
+
+EXAMPLES:
+- "Create a new client: John Smith, john@example.com"
+- "Add client Acme Corp with email billing@acme.com"
+- "New client: Jane Doe, 123 Main St, New York, NY 10001"`,
+    inputSchema: ClientCreateInputSchema,
+    outputSchema: ClientSingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('client_create', async (input, _context) => {
+            const { accountId, ...clientData } = input;
+            logger.debug('Creating client', {
+                accountId,
+                hasEmail: !!clientData.email,
+                hasOrganization: !!clientData.organization,
+            });
+            // Build client object for SDK (SDK expects camelCase, converts to snake_case internally)
+            const clientPayload = {};
+            // Contact information
+            if (clientData.fName !== undefined)
+                clientPayload.fName = clientData.fName;
+            if (clientData.lName !== undefined)
+                clientPayload.lName = clientData.lName;
+            if (clientData.organization !== undefined)
+                clientPayload.organization = clientData.organization;
+            if (clientData.email !== undefined)
+                clientPayload.email = clientData.email;
+            // Phone numbers
+            if (clientData.busPhone !== undefined)
+                clientPayload.busPhone = clientData.busPhone;
+            if (clientData.homePhone !== undefined)
+                clientPayload.homePhone = clientData.homePhone;
+            if (clientData.mobPhone !== undefined)
+                clientPayload.mobPhone = clientData.mobPhone;
+            if (clientData.fax !== undefined)
+                clientPayload.fax = clientData.fax;
+            // Note
+            if (clientData.note !== undefined)
+                clientPayload.note = clientData.note;
+            // Primary address
+            if (clientData.pStreet !== undefined)
+                clientPayload.pStreet = clientData.pStreet;
+            if (clientData.pStreet2 !== undefined)
+                clientPayload.pStreet2 = clientData.pStreet2;
+            if (clientData.pCity !== undefined)
+                clientPayload.pCity = clientData.pCity;
+            if (clientData.pProvince !== undefined)
+                clientPayload.pProvince = clientData.pProvince;
+            if (clientData.pCode !== undefined)
+                clientPayload.pCode = clientData.pCode;
+            if (clientData.pCountry !== undefined)
+                clientPayload.pCountry = clientData.pCountry;
+            // Secondary address
+            if (clientData.sStreet !== undefined)
+                clientPayload.sStreet = clientData.sStreet;
+            if (clientData.sStreet2 !== undefined)
+                clientPayload.sStreet2 = clientData.sStreet2;
+            if (clientData.sCity !== undefined)
+                clientPayload.sCity = clientData.sCity;
+            if (clientData.sProvince !== undefined)
+                clientPayload.sProvince = clientData.sProvince;
+            if (clientData.sCode !== undefined)
+                clientPayload.sCode = clientData.sCode;
+            if (clientData.sCountry !== undefined)
+                clientPayload.sCountry = clientData.sCountry;
+            // Financial settings
+            if (clientData.currencyCode !== undefined)
+                clientPayload.currencyCode = clientData.currencyCode;
+            if (clientData.language !== undefined)
+                clientPayload.language = clientData.language;
+            if (clientData.vatNumber !== undefined)
+                clientPayload.vatNumber = clientData.vatNumber;
+            if (clientData.vatName !== undefined)
+                clientPayload.vatName = clientData.vatName;
+            // Billing preferences
+            if (clientData.allowLateFees !== undefined)
+                clientPayload.allowLateFees = clientData.allowLateFees;
+            if (clientData.allowLateNotifications !== undefined) {
+                clientPayload.allowLateNotifications = clientData.allowLateNotifications;
+            }
+            const result = await client.executeWithRetry('client_create', async (fbClient) => {
+                const response = await fbClient.clients.create(clientPayload, accountId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { client: { ... } }
+            const createdClient = result.client ?? result;
+            logger.info('Client created successfully', {
+                clientId: createdClient.id,
+            });
+            return createdClient;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=client-create.js.map

package/dist/tools/client/client-create.js.map

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

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

package/dist/tools/client/client-delete.d.ts.map

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

@@ -0,0 +1,73 @@
+/**
+ * client_delete Tool
+ *
+ * Delete a client from FreshBooks.
+ */
+import { ClientDeleteInputSchema, ClientDeleteOutputSchema } from './schemas.js';
+import { ErrorHandler } from '../../errors/error-handler.js';
+import { logger } from '../../utils/logger.js';
+/**
+ * Tool definition for client_delete
+ */
+export const clientDeleteTool = {
+    name: 'client_delete',
+    description: `Delete a client from FreshBooks.
+
+WHEN TO USE:
+- User wants to remove a client
+- User says "delete client", "remove customer", "delete client ID 123"
+- Cleaning up duplicate or test client records
+
+REQUIRED:
+- accountId: FreshBooks account ID (get from auth_status if not specified)
+- clientId: The client ID to delete (numeric)
+
+IMPORTANT NOTES:
+- This performs a soft delete (sets visState to deleted)
+- Client data is preserved for historical records
+- Associated invoices and time entries remain intact
+- Deleted clients can potentially be restored by updating visState
+
+ALTERNATIVE:
+Consider archiving instead of deleting:
+- Use client_update with visState=2 (archived)
+- Client is hidden but fully recoverable
+
+RETURNS:
+Confirmation with success status and deleted client ID.
+
+EXAMPLES:
+- "Delete client 123"
+- "Remove client ID 456"
+- "Delete the test client"`,
+    inputSchema: ClientDeleteInputSchema,
+    outputSchema: ClientDeleteOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('client_delete', async (input, _context) => {
+            const { accountId, clientId } = input;
+            logger.debug('Deleting client', {
+                accountId,
+                clientId,
+            });
+            await client.executeWithRetry('client_delete', async (fbClient) => {
+                const response = await fbClient.clients.delete(accountId, String(clientId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            logger.info('Client deleted successfully', {
+                clientId,
+            });
+            return {
+                success: true,
+                clientId,
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=client-delete.js.map

package/dist/tools/client/client-delete.js.map

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