@goodsamsoftware/freshbooks-mcp 1.0.0

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

@@ -0,0 +1,106 @@
+/**
+ * CreditNote List Tool
+ *
+ * List credit notes with pagination and optional filtering.
+ */
+import { CreditNoteListInputSchema, CreditNoteListOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for creditnote_list
+ */
+export const creditnoteListTool = {
+    name: "creditnote_list",
+    description: `List credit notes from FreshBooks with optional filtering and pagination.
+
+WHEN TO USE:
+- User asks to "see credit notes", "list credits", "show refunds"
+- User wants to review credit note history
+- User needs to find a credit note for a client
+
+FILTERING OPTIONS:
+- clientId: Show credit notes for a specific client
+- status: Filter by status (created, sent, applied, void)
+- dateFrom/dateTo: Filter by creation date range
+
+CREDIT NOTE STATUSES:
+- created: Draft credit note, not yet sent
+- sent: Credit note sent to client
+- applied: Credit applied to an invoice
+- void: Credit note voided/cancelled
+
+PAGINATION:
+- Use page/perPage for large result sets
+- Default: 30 results per page
+- Maximum: 100 results per page
+
+EXAMPLE PROMPTS:
+- "Show me all credit notes"
+- "List applied credit notes from this month"
+- "Show credit notes for client 12345"
+- "What credit notes are pending?"
+
+RETURNS:
+Array of credit notes with amounts, clients, status, and line items.
+Includes pagination metadata for navigating large result sets.`,
+    inputSchema: CreditNoteListInputSchema,
+    outputSchema: CreditNoteListOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('creditnote_list', async (input, _context) => {
+            const { accountId, page, perPage, ...filters } = input;
+            const result = await client.executeWithRetry('creditnote_list', async (fbClient) => {
+                const { PaginationQueryBuilder, SearchQueryBuilder } = await import('@freshbooks/api/dist/models/builders/index.js');
+                // Build query builders array
+                const queryBuilders = [];
+                // Add pagination if specified
+                if (page !== undefined || perPage !== undefined) {
+                    const pagination = new PaginationQueryBuilder();
+                    if (page !== undefined)
+                        pagination.page(page);
+                    if (perPage !== undefined)
+                        pagination.perPage(perPage);
+                    queryBuilders.push(pagination);
+                }
+                // Add search filters if any specified
+                if (Object.keys(filters).length > 0) {
+                    const search = new SearchQueryBuilder();
+                    if (filters.clientId !== undefined) {
+                        search.equals("clientid", filters.clientId);
+                    }
+                    if (filters.status !== undefined) {
+                        search.equals("status", filters.status);
+                    }
+                    if (filters.dateFrom !== undefined || filters.dateTo !== undefined) {
+                        const minDate = (filters.dateFrom ?? "1970-01-01");
+                        const maxDate = (filters.dateTo ?? new Date().toISOString().split('T')[0]);
+                        search.between("create_date", { min: minDate, max: maxDate });
+                    }
+                    queryBuilders.push(search);
+                }
+                const response = await fbClient.creditNotes.list(accountId, queryBuilders);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // Extract data
+            const creditNotes = result.credit_notes || result.creditNotes || [];
+            const paginationData = result.pages || {
+                page: 1,
+                pages: 1,
+                total: creditNotes.length,
+                per_page: 30,
+            };
+            return {
+                creditNotes,
+                pagination: {
+                    page: paginationData.page,
+                    pages: paginationData.pages,
+                    perPage: paginationData.per_page || paginationData.perPage || 30,
+                    total: paginationData.total,
+                },
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=creditnote-list.js.map

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

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

@@ -0,0 +1,358 @@
+/**
+ * CreditNote Single Tool
+ *
+ * Retrieve a single credit note by ID.
+ */
+import { z } from "zod";
+import { CreditNoteSingleInputSchema, CreditNoteSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for creditnote_single
+ */
+export declare const creditnoteSingleTool: {
+    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<{
+        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 CreditNoteSingleInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof CreditNoteSingleOutputSchema>>;
+};
+//# sourceMappingURL=creditnote-single.d.ts.map

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

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

@@ -0,0 +1,60 @@
+/**
+ * CreditNote Single Tool
+ *
+ * Retrieve a single credit note by ID.
+ */
+import { CreditNoteSingleInputSchema, CreditNoteSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for creditnote_single
+ */
+export const creditnoteSingleTool = {
+    name: "creditnote_single",
+    description: `Retrieve a single credit note by ID from FreshBooks.
+
+WHEN TO USE:
+- User asks for details about a specific credit note
+- User provides a credit note ID or number
+- User needs to review credit note details before applying or updating
+
+REQUIRED INFO:
+- creditNoteId: The credit note identifier
+- accountId: FreshBooks account (get from context)
+
+EXAMPLE PROMPTS:
+- "Show me credit note #12345"
+- "Get details for credit note 67890"
+- "What's in credit note ID 555?"
+
+RETURNS:
+Complete credit note record including credit amount, client info, status,
+line items, and all other credit note properties.`,
+    inputSchema: CreditNoteSingleInputSchema,
+    outputSchema: CreditNoteSingleOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('creditnote_single', async (input, _context) => {
+            const { accountId, creditNoteId } = input;
+            const result = await client.executeWithRetry('creditnote_single', async (fbClient) => {
+                // WORKAROUND: SDK has a bug in creditNotes.single() - it extracts 'credit_notes' (plural)
+                // from the response when the API returns 'credit_note' (singular).
+                // Use list with search filter instead.
+                const { SearchQueryBuilder } = await import('@freshbooks/api/dist/models/builders/index.js');
+                const search = new SearchQueryBuilder();
+                search.equals('creditid', creditNoteId);
+                const response = await fbClient.creditNotes.list(accountId, [search]);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                const data = response.data;
+                const creditNotes = data.creditNotes || data.credit_notes || [];
+                if (creditNotes.length === 0) {
+                    throw new Error(`Credit note ${creditNoteId} not found`);
+                }
+                return creditNotes[0];
+            });
+            return result;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=creditnote-single.js.map

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