@goodsamsoftware/freshbooks-mcp 1.0.0

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

@@ -0,0 +1,217 @@
+/**
+ * client_update Tool
+ *
+ * Update an existing client's information.
+ */
+import { z } from 'zod';
+import { ClientUpdateInputSchema, ClientSingleOutputSchema } from './schemas.js';
+import { FreshBooksClientWrapper } from '../../client/index.js';
+/**
+ * Tool definition for client_update
+ */
+export declare const clientUpdateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        clientId: z.ZodNumber;
+        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>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        clientId: number;
+        email?: string | undefined;
+        note?: string | undefined;
+        visState?: 0 | 1 | 2 | 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;
+        clientId: number;
+        email?: string | undefined;
+        note?: string | undefined;
+        visState?: 0 | 1 | 2 | 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 ClientUpdateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ClientSingleOutputSchema>>;
+};
+//# sourceMappingURL=client-update.d.ts.map

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

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

@@ -0,0 +1,146 @@
+/**
+ * client_update Tool
+ *
+ * Update an existing client's information.
+ */
+import { ClientUpdateInputSchema, ClientSingleOutputSchema } from './schemas.js';
+import { ErrorHandler } from '../../errors/error-handler.js';
+import { logger } from '../../utils/logger.js';
+/**
+ * Tool definition for client_update
+ */
+export const clientUpdateTool = {
+    name: 'client_update',
+    description: `Update an existing client's information in FreshBooks.
+
+WHEN TO USE:
+- User wants to modify client details
+- User says "update client", "change client info", "edit customer"
+- Correcting client contact information
+- Updating billing address or preferences
+- Changing client status (archive/activate)
+
+REQUIRED:
+- accountId: FreshBooks account ID (get from auth_status if not specified)
+- clientId: The client ID to update (numeric)
+- At least one field to update
+
+UPDATABLE FIELDS:
+Contact: fName, lName, organization, email
+Phones: busPhone, homePhone, mobPhone, fax
+Primary address: pStreet, pStreet2, pCity, pProvince, pCode, pCountry
+Secondary address: sStreet, sStreet2, sCity, sProvince, sCode, sCountry
+Financial: currencyCode, language, vatNumber, vatName
+Preferences: allowLateFees, allowLateNotifications
+Status: visState (0=active, 1=deleted, 2=archived)
+Notes: note
+
+PARTIAL UPDATES:
+Only include fields you want to change. Omitted fields remain unchanged.
+
+RETURNS:
+Updated client record with all current information.
+
+EXAMPLES:
+- "Update client 123's email to newemail@example.com"
+- "Change client 456's address to 789 Oak Street, Boston, MA"
+- "Archive client 789 (set visState to 2)"
+- "Enable late fees for client 234"`,
+    inputSchema: ClientUpdateInputSchema,
+    outputSchema: ClientSingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('client_update', async (input, _context) => {
+            const { accountId, clientId, ...updateData } = input;
+            logger.debug('Updating client', {
+                accountId,
+                clientId,
+                fields: Object.keys(updateData),
+            });
+            // Build update object for SDK (SDK expects camelCase, converts to snake_case internally)
+            const updates = {};
+            // Contact information
+            if (updateData.fName !== undefined)
+                updates.fName = updateData.fName;
+            if (updateData.lName !== undefined)
+                updates.lName = updateData.lName;
+            if (updateData.organization !== undefined)
+                updates.organization = updateData.organization;
+            if (updateData.email !== undefined)
+                updates.email = updateData.email;
+            // Phone numbers
+            if (updateData.busPhone !== undefined)
+                updates.busPhone = updateData.busPhone;
+            if (updateData.homePhone !== undefined)
+                updates.homePhone = updateData.homePhone;
+            if (updateData.mobPhone !== undefined)
+                updates.mobPhone = updateData.mobPhone;
+            if (updateData.fax !== undefined)
+                updates.fax = updateData.fax;
+            // Note
+            if (updateData.note !== undefined)
+                updates.note = updateData.note;
+            // Primary address
+            if (updateData.pStreet !== undefined)
+                updates.pStreet = updateData.pStreet;
+            if (updateData.pStreet2 !== undefined)
+                updates.pStreet2 = updateData.pStreet2;
+            if (updateData.pCity !== undefined)
+                updates.pCity = updateData.pCity;
+            if (updateData.pProvince !== undefined)
+                updates.pProvince = updateData.pProvince;
+            if (updateData.pCode !== undefined)
+                updates.pCode = updateData.pCode;
+            if (updateData.pCountry !== undefined)
+                updates.pCountry = updateData.pCountry;
+            // Secondary address
+            if (updateData.sStreet !== undefined)
+                updates.sStreet = updateData.sStreet;
+            if (updateData.sStreet2 !== undefined)
+                updates.sStreet2 = updateData.sStreet2;
+            if (updateData.sCity !== undefined)
+                updates.sCity = updateData.sCity;
+            if (updateData.sProvince !== undefined)
+                updates.sProvince = updateData.sProvince;
+            if (updateData.sCode !== undefined)
+                updates.sCode = updateData.sCode;
+            if (updateData.sCountry !== undefined)
+                updates.sCountry = updateData.sCountry;
+            // Financial settings
+            if (updateData.currencyCode !== undefined)
+                updates.currencyCode = updateData.currencyCode;
+            if (updateData.language !== undefined)
+                updates.language = updateData.language;
+            if (updateData.vatNumber !== undefined)
+                updates.vatNumber = updateData.vatNumber;
+            if (updateData.vatName !== undefined)
+                updates.vatName = updateData.vatName;
+            // Billing preferences
+            if (updateData.allowLateFees !== undefined)
+                updates.allowLateFees = updateData.allowLateFees;
+            if (updateData.allowLateNotifications !== undefined) {
+                updates.allowLateNotifications = updateData.allowLateNotifications;
+            }
+            // Status
+            if (updateData.visState !== undefined)
+                updates.visState = updateData.visState;
+            const result = await client.executeWithRetry('client_update', async (fbClient) => {
+                const response = await fbClient.clients.update(updates, accountId, String(clientId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { client: { ... } }
+            const updatedClient = result.client ?? result;
+            logger.info('Client updated successfully', {
+                clientId,
+            });
+            return updatedClient;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=client-update.js.map

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

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

@@ -0,0 +1,11 @@
+/**
+ * Client Tools - FreshBooks client/customer management
+ *
+ * Exports all client-related MCP tools for managing customers.
+ */
+export { clientListTool } from './client-list.js';
+export { clientSingleTool } from './client-single.js';
+export { clientCreateTool } from './client-create.js';
+export { clientUpdateTool } from './client-update.js';
+export { clientDeleteTool } from './client-delete.js';
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/client/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/tools/client/index.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAKH,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC"}

package/dist/tools/client/index.js

@@ -0,0 +1,13 @@
+/**
+ * Client Tools - FreshBooks client/customer management
+ *
+ * Exports all client-related MCP tools for managing customers.
+ */
+// Export schemas
+// Export tool definitions
+export { clientListTool } from './client-list.js';
+export { clientSingleTool } from './client-single.js';
+export { clientCreateTool } from './client-create.js';
+export { clientUpdateTool } from './client-update.js';
+export { clientDeleteTool } from './client-delete.js';
+//# sourceMappingURL=index.js.map

package/dist/tools/client/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/tools/client/index.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,iBAAiB;AAEjB,0BAA0B;AAC1B,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC;AACtD,OAAO,EAAE,gBAAgB,EAAE,MAAM,oBAAoB,CAAC"}