@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/credit-note/creditnote-create.d.ts

@@ -0,0 +1,448 @@
+/**
+ * CreditNote Create Tool
+ *
+ * Create a new credit note in FreshBooks.
+ */
+import { z } from "zod";
+import { CreditNoteCreateInputSchema, CreditNoteSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for creditnote_create
+ */
+export declare const creditnoteCreateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        clientId: z.ZodNumber;
+        createDate: z.ZodEffects<z.ZodString, string, string>;
+        currencyCode: z.ZodOptional<z.ZodDefault<z.ZodString>>;
+        lines: z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            description: z.ZodOptional<z.ZodString>;
+            quantity: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+            unitCost: z.ZodOptional<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+        }, "strip", z.ZodTypeAny, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }>, "many">;
+        notes: z.ZodOptional<z.ZodString>;
+        terms: z.ZodOptional<z.ZodString>;
+        language: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        clientId: number;
+        lines: {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }[];
+        createDate: string;
+        currencyCode?: string | undefined;
+        language?: string | undefined;
+        notes?: string | undefined;
+        terms?: string | undefined;
+    }, {
+        accountId: string;
+        clientId: number;
+        lines: {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }[];
+        createDate: string;
+        currencyCode?: string | undefined;
+        language?: string | undefined;
+        notes?: string | undefined;
+        terms?: string | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodOptional<z.ZodNumber>;
+        creditId: z.ZodOptional<z.ZodNumber>;
+        creditNumber: z.ZodOptional<z.ZodString>;
+        creditNoteNumber: z.ZodOptional<z.ZodString>;
+        clientId: z.ZodOptional<z.ZodUnion<[z.ZodString, z.ZodNumber]>>;
+        createDate: z.ZodOptional<z.ZodAny>;
+        amount: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        status: z.ZodOptional<z.ZodEnum<["created", "sent", "applied", "void"]>>;
+        lines: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            description: z.ZodOptional<z.ZodString>;
+            taxName1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxName2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            quantity: z.ZodOptional<z.ZodNumber>;
+            unitCost: z.ZodOptional<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+        }, "strip", z.ZodTypeAny, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }>, "many">>;
+        notes: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        terms: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        language: z.ZodOptional<z.ZodString>;
+        displayStatus: z.ZodOptional<z.ZodString>;
+        disputeStatus: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodString>;
+        currentOrganization: z.ZodOptional<z.ZodString>;
+        fName: z.ZodOptional<z.ZodString>;
+        lName: z.ZodOptional<z.ZodString>;
+        email: z.ZodOptional<z.ZodString>;
+        street: z.ZodOptional<z.ZodString>;
+        street2: z.ZodOptional<z.ZodString>;
+        city: z.ZodOptional<z.ZodString>;
+        province: z.ZodOptional<z.ZodString>;
+        code: z.ZodOptional<z.ZodString>;
+        country: z.ZodOptional<z.ZodString>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        paid: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        paymentStatus: z.ZodOptional<z.ZodString>;
+        description: z.ZodOptional<z.ZodString>;
+        accountingSystemId: z.ZodOptional<z.ZodString>;
+    }, "passthrough", z.ZodTypeAny, z.objectOutputType<{
+        id: z.ZodOptional<z.ZodNumber>;
+        creditId: z.ZodOptional<z.ZodNumber>;
+        creditNumber: z.ZodOptional<z.ZodString>;
+        creditNoteNumber: z.ZodOptional<z.ZodString>;
+        clientId: z.ZodOptional<z.ZodUnion<[z.ZodString, z.ZodNumber]>>;
+        createDate: z.ZodOptional<z.ZodAny>;
+        amount: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        status: z.ZodOptional<z.ZodEnum<["created", "sent", "applied", "void"]>>;
+        lines: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            description: z.ZodOptional<z.ZodString>;
+            taxName1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxName2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            quantity: z.ZodOptional<z.ZodNumber>;
+            unitCost: z.ZodOptional<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+        }, "strip", z.ZodTypeAny, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }>, "many">>;
+        notes: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        terms: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        language: z.ZodOptional<z.ZodString>;
+        displayStatus: z.ZodOptional<z.ZodString>;
+        disputeStatus: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodString>;
+        currentOrganization: z.ZodOptional<z.ZodString>;
+        fName: z.ZodOptional<z.ZodString>;
+        lName: z.ZodOptional<z.ZodString>;
+        email: z.ZodOptional<z.ZodString>;
+        street: z.ZodOptional<z.ZodString>;
+        street2: z.ZodOptional<z.ZodString>;
+        city: z.ZodOptional<z.ZodString>;
+        province: z.ZodOptional<z.ZodString>;
+        code: z.ZodOptional<z.ZodString>;
+        country: z.ZodOptional<z.ZodString>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        paid: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        paymentStatus: z.ZodOptional<z.ZodString>;
+        description: z.ZodOptional<z.ZodString>;
+        accountingSystemId: z.ZodOptional<z.ZodString>;
+    }, z.ZodTypeAny, "passthrough">, z.objectInputType<{
+        id: z.ZodOptional<z.ZodNumber>;
+        creditId: z.ZodOptional<z.ZodNumber>;
+        creditNumber: z.ZodOptional<z.ZodString>;
+        creditNoteNumber: z.ZodOptional<z.ZodString>;
+        clientId: z.ZodOptional<z.ZodUnion<[z.ZodString, z.ZodNumber]>>;
+        createDate: z.ZodOptional<z.ZodAny>;
+        amount: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        currencyCode: z.ZodOptional<z.ZodString>;
+        status: z.ZodOptional<z.ZodEnum<["created", "sent", "applied", "void"]>>;
+        lines: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            description: z.ZodOptional<z.ZodString>;
+            taxName1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxName2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            quantity: z.ZodOptional<z.ZodNumber>;
+            unitCost: z.ZodOptional<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+        }, "strip", z.ZodTypeAny, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }, {
+            name: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            description?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: string | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: string | null | undefined;
+            unitCost?: {
+                code: string;
+                amount: string;
+            } | undefined;
+            quantity?: number | undefined;
+        }>, "many">>;
+        notes: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        terms: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        language: z.ZodOptional<z.ZodString>;
+        displayStatus: z.ZodOptional<z.ZodString>;
+        disputeStatus: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        organization: z.ZodOptional<z.ZodString>;
+        currentOrganization: z.ZodOptional<z.ZodString>;
+        fName: z.ZodOptional<z.ZodString>;
+        lName: z.ZodOptional<z.ZodString>;
+        email: z.ZodOptional<z.ZodString>;
+        street: z.ZodOptional<z.ZodString>;
+        street2: z.ZodOptional<z.ZodString>;
+        city: z.ZodOptional<z.ZodString>;
+        province: z.ZodOptional<z.ZodString>;
+        code: z.ZodOptional<z.ZodString>;
+        country: z.ZodOptional<z.ZodString>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        paid: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        paymentStatus: z.ZodOptional<z.ZodString>;
+        description: z.ZodOptional<z.ZodString>;
+        accountingSystemId: z.ZodOptional<z.ZodString>;
+    }, z.ZodTypeAny, "passthrough">>;
+    execute(input: z.infer<typeof CreditNoteCreateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof CreditNoteSingleOutputSchema>>;
+};
+//# sourceMappingURL=creditnote-create.d.ts.map

package/dist/tools/credit-note/creditnote-create.d.ts.map

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package/dist/tools/credit-note/creditnote-create.js

@@ -0,0 +1,88 @@
+/**
+ * CreditNote Create Tool
+ *
+ * Create a new credit note in FreshBooks.
+ */
+import { CreditNoteCreateInputSchema, CreditNoteSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for creditnote_create
+ */
+export const creditnoteCreateTool = {
+    name: "creditnote_create",
+    description: `Create a new credit note in FreshBooks.
+
+WHEN TO USE:
+- User needs to issue a refund or credit to a client
+- User says "create credit note", "issue credit", "refund client"
+- User wants to adjust billing for returned goods/services
+
+REQUIRED INFO:
+- clientId: Client receiving the credit (required)
+- createDate: Credit note date (ISO 8601 format)
+- lines: At least one line item with name and amount
+- accountId: FreshBooks account (get from context)
+
+OPTIONAL BUT HELPFUL:
+- notes: Internal notes about why credit is issued
+- terms: Terms and conditions
+- currencyCode: Currency (defaults to USD)
+- language: Language code for the credit note
+
+LINE ITEMS:
+Each line needs:
+- name: Description of what's being credited
+- amount: Credit amount with currency code
+- Optional: quantity, unitCost, description
+
+EXAMPLE PROMPTS:
+- "Create a credit note for client 12345 for $100 refund"
+- "Issue a credit to client ABC for returned product, $250"
+- "Create credit note dated Jan 15: refund of overpayment, $50"
+
+RETURNS:
+Created credit note with ID, number, status, and line items.
+Credit can then be applied to future invoices or refunded.`,
+    inputSchema: CreditNoteCreateInputSchema,
+    outputSchema: CreditNoteSingleOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('creditnote_create', async (input, _context) => {
+            const { accountId, ...creditNoteData } = input;
+            // Build credit note object using camelCase properties
+            // The FreshBooks SDK's transformCreditNoteRequest() will convert to API format
+            const creditNote = {
+                clientId: creditNoteData.clientId,
+                createDate: creditNoteData.createDate,
+                currencyCode: creditNoteData.currencyCode || 'USD',
+                lines: creditNoteData.lines.map(line => ({
+                    name: line.name,
+                    description: line.description,
+                    qty: line.quantity || 1,
+                    unitCost: line.unitCost,
+                    amount: line.amount,
+                })),
+            };
+            // Add optional fields if provided
+            if (creditNoteData.notes !== undefined)
+                creditNote.notes = creditNoteData.notes;
+            if (creditNoteData.terms !== undefined)
+                creditNote.terms = creditNoteData.terms;
+            if (creditNoteData.language !== undefined)
+                creditNote.language = creditNoteData.language;
+            const result = await client.executeWithRetry('creditnote_create', async (fbClient) => {
+                const response = await fbClient.creditNotes.create(creditNote, accountId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { credit_note: { ... } }
+            const createdCreditNote = result.credit_note
+                ?? result.creditNote
+                ?? result;
+            return createdCreditNote;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=creditnote-create.js.map

package/dist/tools/credit-note/creditnote-create.js.map

@@ -0,0 +1 @@
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package/dist/tools/credit-note/creditnote-delete.d.ts

@@ -0,0 +1,37 @@
+/**
+ * CreditNote Delete Tool
+ *
+ * Delete a credit note from FreshBooks.
+ */
+import { z } from "zod";
+import { CreditNoteDeleteInputSchema, CreditNoteDeleteOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for creditnote_delete
+ */
+export declare const creditnoteDeleteTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        creditNoteId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        creditNoteId: number;
+    }, {
+        accountId: string;
+        creditNoteId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        success: z.ZodBoolean;
+        creditNoteId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        success: boolean;
+        creditNoteId: number;
+    }, {
+        success: boolean;
+        creditNoteId: number;
+    }>;
+    execute(input: z.infer<typeof CreditNoteDeleteInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof CreditNoteDeleteOutputSchema>>;
+};
+//# sourceMappingURL=creditnote-delete.d.ts.map

package/dist/tools/credit-note/creditnote-delete.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/credit-note/creditnote-delete.js

@@ -0,0 +1,57 @@
+/**
+ * CreditNote Delete Tool
+ *
+ * Delete a credit note from FreshBooks.
+ */
+import { CreditNoteDeleteInputSchema, CreditNoteDeleteOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for creditnote_delete
+ */
+export const creditnoteDeleteTool = {
+    name: "creditnote_delete",
+    description: `Delete a credit note from FreshBooks.
+
+WHEN TO USE:
+- User created credit note in error
+- User says "delete credit note", "remove credit note", "cancel credit"
+- User needs to void a credit note
+
+REQUIRED INFO:
+- creditNoteId: Credit note to delete
+- accountId: FreshBooks account (get from context)
+
+IMPORTANT NOTES:
+- Can only delete credit notes that haven't been applied
+- This cannot be undone - use with caution
+- Applied credits should be voided instead of deleted
+- Consider updating instead of deleting if just correcting details
+
+EXAMPLE PROMPTS:
+- "Delete credit note #12345"
+- "Remove credit note 67890 - it was created by mistake"
+- "Cancel credit note ID 555"
+
+RETURNS:
+Confirmation of deletion with the deleted credit note ID.`,
+    inputSchema: CreditNoteDeleteInputSchema,
+    outputSchema: CreditNoteDeleteOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('creditnote_delete', async (input, _context) => {
+            const { accountId, creditNoteId } = input;
+            await client.executeWithRetry('creditnote_delete', async (fbClient) => {
+                const response = await fbClient.creditNotes.delete(accountId, String(creditNoteId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            return {
+                success: true,
+                creditNoteId,
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=creditnote-delete.js.map

package/dist/tools/credit-note/creditnote-delete.js.map

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