@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/expense/expense-list.d.ts

@@ -0,0 +1,264 @@
+/**
+ * expense_list Tool
+ *
+ * List business expenses with pagination and optional filtering.
+ */
+import { z } from 'zod';
+import { ExpenseListInputSchema, ExpenseListOutputSchema } from './schemas.js';
+import { FreshBooksClientWrapper } from '../../client/index.js';
+/**
+ * Tool definition for expense_list
+ */
+export declare const expenseListTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        page: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        perPage: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        clientId: z.ZodOptional<z.ZodNumber>;
+        projectId: z.ZodOptional<z.ZodNumber>;
+        categoryId: z.ZodOptional<z.ZodNumber>;
+        status: z.ZodOptional<z.ZodEnum<["outstanding", "invoiced", "partial", "paid"]>>;
+        dateMin: z.ZodOptional<z.ZodString>;
+        dateMax: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        clientId?: number | undefined;
+        projectId?: number | undefined;
+        dateMin?: string | undefined;
+        dateMax?: string | undefined;
+        categoryId?: number | undefined;
+    }, {
+        accountId: string;
+        status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        clientId?: number | undefined;
+        projectId?: number | undefined;
+        dateMin?: string | undefined;
+        dateMax?: string | undefined;
+        categoryId?: number | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        expenses: z.ZodArray<z.ZodObject<{
+            id: z.ZodNumber;
+            expenseId: z.ZodOptional<z.ZodNumber>;
+            categoryId: z.ZodNumber;
+            staffId: z.ZodNumber;
+            date: z.ZodString;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+            vendor: z.ZodNullable<z.ZodString>;
+            notes: z.ZodString;
+            clientId: z.ZodOptional<z.ZodNumber>;
+            projectId: z.ZodOptional<z.ZodNumber>;
+            invoiceId: z.ZodOptional<z.ZodNullable<z.ZodNumber>>;
+            status: z.ZodOptional<z.ZodEnum<["outstanding", "invoiced", "partial", "paid"]>>;
+            hasReceipt: z.ZodOptional<z.ZodBoolean>;
+            markupPercent: z.ZodOptional<z.ZodNumber>;
+            taxName1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxPercent1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount1: z.ZodOptional<z.ZodNullable<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>>;
+            taxName2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxPercent2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxAmount2: z.ZodOptional<z.ZodNullable<z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>>>;
+            visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+            updated: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            date: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            notes: string;
+            categoryId: number;
+            staffId: number;
+            vendor: string | null;
+            status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+            clientId?: number | undefined;
+            projectId?: number | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            invoiceId?: number | null | undefined;
+            expenseId?: number | undefined;
+            hasReceipt?: boolean | undefined;
+            markupPercent?: number | undefined;
+            taxPercent1?: string | null | undefined;
+            taxPercent2?: string | null | undefined;
+        }, {
+            date: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            notes: string;
+            categoryId: number;
+            staffId: number;
+            vendor: string | null;
+            status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+            clientId?: number | undefined;
+            projectId?: number | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            invoiceId?: number | null | undefined;
+            expenseId?: number | undefined;
+            hasReceipt?: boolean | undefined;
+            markupPercent?: number | undefined;
+            taxPercent1?: string | null | undefined;
+            taxPercent2?: string | null | 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;
+        };
+        expenses: {
+            date: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            notes: string;
+            categoryId: number;
+            staffId: number;
+            vendor: string | null;
+            status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+            clientId?: number | undefined;
+            projectId?: number | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            invoiceId?: number | null | undefined;
+            expenseId?: number | undefined;
+            hasReceipt?: boolean | undefined;
+            markupPercent?: number | undefined;
+            taxPercent1?: string | null | undefined;
+            taxPercent2?: string | null | undefined;
+        }[];
+    }, {
+        pagination: {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        };
+        expenses: {
+            date: string;
+            id: number;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            notes: string;
+            categoryId: number;
+            staffId: number;
+            vendor: string | null;
+            status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+            clientId?: number | undefined;
+            projectId?: number | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            taxName1?: string | null | undefined;
+            taxAmount1?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            taxName2?: string | null | undefined;
+            taxAmount2?: {
+                code: string;
+                amount: string;
+            } | null | undefined;
+            invoiceId?: number | null | undefined;
+            expenseId?: number | undefined;
+            hasReceipt?: boolean | undefined;
+            markupPercent?: number | undefined;
+            taxPercent1?: string | null | undefined;
+            taxPercent2?: string | null | undefined;
+        }[];
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ExpenseListInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ExpenseListOutputSchema>>;
+};
+//# sourceMappingURL=expense-list.d.ts.map

package/dist/tools/expense/expense-list.d.ts.map

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package/dist/tools/expense/expense-list.js

@@ -0,0 +1,126 @@
+/**
+ * expense_list Tool
+ *
+ * List business expenses with pagination and optional filtering.
+ */
+import { ExpenseListInputSchema, ExpenseListOutputSchema } from './schemas.js';
+import { ErrorHandler } from '../../errors/error-handler.js';
+import { logger } from '../../utils/logger.js';
+/**
+ * Tool definition for expense_list
+ */
+export const expenseListTool = {
+    name: 'expense_list',
+    description: `List business expenses from FreshBooks with optional filtering and pagination.
+
+WHEN TO USE:
+- User asks to "see expenses", "list expenses", "show my expenses"
+- User wants to find expenses for a specific client, project, or category
+- User needs expense information for billing or reporting
+- User wants to track spending by date range
+
+REQUIRED:
+- accountId: FreshBooks account ID (get from auth_status if not specified)
+
+OPTIONAL FILTERS:
+- clientId: Filter by specific client
+- projectId: Filter by specific project
+- categoryId: Filter by expense category (travel, meals, supplies, etc.)
+- status: Filter by expense status (outstanding, invoiced, partial, paid)
+- dateMin/dateMax: Filter by date range (ISO 8601)
+
+PAGINATION:
+- page: Page number (default: 1)
+- perPage: Results per page (default: 30, max: 100)
+
+EXAMPLE PROMPTS:
+- "Show me all expenses from last month"
+- "List expenses for project 12345"
+- "What expenses do I have for client ABC?"
+- "Show outstanding expenses that haven't been invoiced yet"
+
+RETURNS:
+Array of expenses with amounts, vendors, dates, categories, and billing status.
+Includes pagination metadata for navigating large result sets.`,
+    inputSchema: ExpenseListInputSchema,
+    outputSchema: ExpenseListOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('expense_list', async (input, _context) => {
+            logger.debug('Listing expenses', {
+                accountId: input.accountId,
+                filters: {
+                    clientId: input.clientId,
+                    projectId: input.projectId,
+                    categoryId: input.categoryId,
+                    status: input.status,
+                },
+            });
+            const result = await client.executeWithRetry('expense_list', async (fbClient) => {
+                // Import query builders from SDK
+                const { SearchQueryBuilder, PaginationQueryBuilder } = await import('@freshbooks/api/dist/models/builders/index.js');
+                // Build query builders
+                const queryBuilders = [];
+                // Add pagination
+                if (input.page || input.perPage) {
+                    const pagination = new PaginationQueryBuilder()
+                        .page(input.page || 1)
+                        .perPage(input.perPage || 30);
+                    queryBuilders.push(pagination);
+                }
+                // Add search filters
+                const hasFilters = input.clientId ||
+                    input.projectId ||
+                    input.categoryId ||
+                    input.status ||
+                    input.dateMin ||
+                    input.dateMax;
+                if (hasFilters) {
+                    const search = new SearchQueryBuilder();
+                    if (input.clientId) {
+                        search.equals('clientid', input.clientId);
+                    }
+                    if (input.projectId) {
+                        search.equals('projectid', input.projectId);
+                    }
+                    if (input.categoryId) {
+                        search.equals('categoryid', input.categoryId);
+                    }
+                    if (input.status) {
+                        search.equals('status', input.status);
+                    }
+                    if (input.dateMin || input.dateMax) {
+                        const minDate = input.dateMin ?? '1970-01-01T00:00:00Z';
+                        const maxDate = input.dateMax ?? new Date().toISOString();
+                        search.between('date', { min: minDate, max: maxDate });
+                    }
+                    queryBuilders.push(search);
+                }
+                // Call FreshBooks API
+                const response = await fbClient.expenses.list(input.accountId, queryBuilders);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                const data = response.data;
+                return {
+                    expenses: data.expenses || [],
+                    pagination: {
+                        page: data.pages?.page || 1,
+                        pages: data.pages?.pages || 1,
+                        perPage: data.pages?.perPage || data.pages?.per_page || 30,
+                        total: data.pages?.total || 0,
+                    },
+                };
+            });
+            logger.info('Expenses listed successfully', {
+                count: result.expenses.length,
+                total: result.pagination.total,
+            });
+            return result;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=expense-list.js.map

package/dist/tools/expense/expense-list.js.map

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package/dist/tools/expense/expense-single.d.ts

@@ -0,0 +1,145 @@
+/**
+ * expense_single Tool
+ *
+ * Get detailed information about a specific expense by ID.
+ */
+import { z } from 'zod';
+import { ExpenseSingleInputSchema, ExpenseSingleOutputSchema } from './schemas.js';
+import { FreshBooksClientWrapper } from '../../client/index.js';
+/**
+ * Tool definition for expense_single
+ */
+export declare const expenseSingleTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        expenseId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        expenseId: number;
+    }, {
+        accountId: string;
+        expenseId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        expenseId: z.ZodOptional<z.ZodNumber>;
+        categoryId: z.ZodNumber;
+        staffId: z.ZodNumber;
+        date: z.ZodString;
+        amount: z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>;
+        vendor: z.ZodNullable<z.ZodString>;
+        notes: z.ZodString;
+        clientId: z.ZodOptional<z.ZodNumber>;
+        projectId: z.ZodOptional<z.ZodNumber>;
+        invoiceId: z.ZodOptional<z.ZodNullable<z.ZodNumber>>;
+        status: z.ZodOptional<z.ZodEnum<["outstanding", "invoiced", "partial", "paid"]>>;
+        hasReceipt: z.ZodOptional<z.ZodBoolean>;
+        markupPercent: z.ZodOptional<z.ZodNumber>;
+        taxName1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        taxPercent1: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        taxAmount1: z.ZodOptional<z.ZodNullable<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>>;
+        taxName2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        taxPercent2: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        taxAmount2: z.ZodOptional<z.ZodNullable<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        updated: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        date: string;
+        id: number;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        notes: string;
+        categoryId: number;
+        staffId: number;
+        vendor: string | null;
+        status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+        clientId?: number | undefined;
+        projectId?: number | undefined;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        taxName1?: string | null | undefined;
+        taxAmount1?: {
+            code: string;
+            amount: string;
+        } | null | undefined;
+        taxName2?: string | null | undefined;
+        taxAmount2?: {
+            code: string;
+            amount: string;
+        } | null | undefined;
+        invoiceId?: number | null | undefined;
+        expenseId?: number | undefined;
+        hasReceipt?: boolean | undefined;
+        markupPercent?: number | undefined;
+        taxPercent1?: string | null | undefined;
+        taxPercent2?: string | null | undefined;
+    }, {
+        date: string;
+        id: number;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        notes: string;
+        categoryId: number;
+        staffId: number;
+        vendor: string | null;
+        status?: "partial" | "outstanding" | "paid" | "invoiced" | undefined;
+        clientId?: number | undefined;
+        projectId?: number | undefined;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        taxName1?: string | null | undefined;
+        taxAmount1?: {
+            code: string;
+            amount: string;
+        } | null | undefined;
+        taxName2?: string | null | undefined;
+        taxAmount2?: {
+            code: string;
+            amount: string;
+        } | null | undefined;
+        invoiceId?: number | null | undefined;
+        expenseId?: number | undefined;
+        hasReceipt?: boolean | undefined;
+        markupPercent?: number | undefined;
+        taxPercent1?: string | null | undefined;
+        taxPercent2?: string | null | undefined;
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ExpenseSingleInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ExpenseSingleOutputSchema>>;
+};
+//# sourceMappingURL=expense-single.d.ts.map

package/dist/tools/expense/expense-single.d.ts.map

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package/dist/tools/expense/expense-single.js

@@ -0,0 +1,63 @@
+/**
+ * expense_single Tool
+ *
+ * Get detailed information about a specific expense by ID.
+ */
+import { ExpenseSingleInputSchema, ExpenseSingleOutputSchema } from './schemas.js';
+import { ErrorHandler } from '../../errors/error-handler.js';
+import { logger } from '../../utils/logger.js';
+/**
+ * Tool definition for expense_single
+ */
+export const expenseSingleTool = {
+    name: 'expense_single',
+    description: `Get detailed information about a specific expense by ID.
+
+WHEN TO USE:
+- User asks for details about a specific expense
+- User provides an expense ID from a previous list
+- Need full expense information including tax details and receipt status
+
+REQUIRED:
+- accountId: FreshBooks account ID (get from auth_status if not specified)
+- expenseId: Expense ID (numeric)
+
+EXAMPLE PROMPTS:
+- "Show me details for expense 12345"
+- "Get information about the office supplies expense"
+- "What's the status of expense 98765?"
+- "Has expense 45678 been invoiced yet?"
+
+RETURNS:
+Complete expense details including amount, vendor, date, category, client/project associations,
+tax information, markup percentage, receipt status, and billing status.`,
+    inputSchema: ExpenseSingleInputSchema,
+    outputSchema: ExpenseSingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('expense_single', async (input, _context) => {
+            const { accountId, expenseId } = input;
+            logger.debug('Retrieving expense', {
+                accountId,
+                expenseId,
+            });
+            const result = await client.executeWithRetry('expense_single', async (fbClient) => {
+                const response = await fbClient.expenses.single(accountId, String(expenseId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { expense: { ... } }
+            const expense = result.expense ?? result;
+            logger.info('Expense retrieved successfully', {
+                expenseId,
+            });
+            return expense;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=expense-single.js.map

package/dist/tools/expense/expense-single.js.map

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