@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/expense/schemas.js

@@ -0,0 +1,142 @@
+/**
+ * Zod schemas for Expense entity
+ *
+ * Business expense tracking schemas for FreshBooks API
+ */
+import { z } from 'zod';
+import { MoneySchema, VisStateSchema, PaginationMetadataSchema } from '../base-tool.js';
+/**
+ * Expense status enum
+ */
+export const ExpenseStatusEnum = z.enum([
+    'outstanding',
+    'invoiced',
+    'partial',
+    'paid',
+]);
+/**
+ * Full Expense schema with all properties
+ */
+export const ExpenseSchema = z.object({
+    id: z.number().describe('Unique expense identifier'),
+    expenseId: z.number().optional().describe('Expense ID (alternate field)'),
+    categoryId: z.number().describe('Expense category ID'),
+    staffId: z.number().describe('Staff member who incurred expense'),
+    date: z.string().datetime().describe('Expense date (ISO 8601)'),
+    amount: MoneySchema.describe('Expense amount with currency'),
+    vendor: z.string().nullable().describe('Vendor name'),
+    notes: z.string().describe('Expense notes/description'),
+    clientId: z.number().optional().describe('Client to bill for expense'),
+    projectId: z.number().optional().describe('Associated project ID'),
+    invoiceId: z.number().nullable().optional().describe('Invoice ID if expense has been billed'),
+    status: ExpenseStatusEnum.optional().describe('Expense status'),
+    hasReceipt: z.boolean().optional().describe('Whether a receipt is attached'),
+    markupPercent: z.number().optional().describe('Markup percentage for billing'),
+    taxName1: z.string().nullable().optional().describe('First tax name'),
+    taxPercent1: z.string().nullable().optional().describe('First tax percentage'),
+    taxAmount1: MoneySchema.nullable().optional().describe('First tax amount'),
+    taxName2: z.string().nullable().optional().describe('Second tax name'),
+    taxPercent2: z.string().nullable().optional().describe('Second tax percentage'),
+    taxAmount2: MoneySchema.nullable().optional().describe('Second tax amount'),
+    visState: VisStateSchema.optional().describe('Visibility state (0=active, 1=deleted, 2=archived)'),
+    updated: z.string().datetime().optional().describe('Last update timestamp (ISO 8601)'),
+});
+/**
+ * Input schema for creating an expense
+ */
+export const ExpenseCreateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    categoryId: z.number().int().positive().describe('Expense category ID (required)'),
+    staffId: z.number().int().positive().describe('Staff member ID (required)'),
+    date: z.string().describe('Expense date (YYYY-MM-DD)'),
+    amount: z.object({
+        amount: z.string().describe('Expense amount as decimal string'),
+        code: z.string().describe('Currency code (e.g., USD)'),
+    }).describe('Expense amount with currency'),
+    vendor: z.string().optional().describe('Vendor name'),
+    notes: z.string().optional().describe('Expense notes/description'),
+    clientId: z.number().int().positive().optional().describe('Client to bill'),
+    projectId: z.number().int().positive().optional().describe('Associated project'),
+    markupPercent: z.number().min(0).max(100).optional().describe('Markup percentage (0-100)'),
+    taxName1: z.string().optional().describe('First tax name'),
+    taxPercent1: z.string().optional().describe('First tax percentage'),
+    taxName2: z.string().optional().describe('Second tax name'),
+    taxPercent2: z.string().optional().describe('Second tax percentage'),
+});
+/**
+ * Input schema for updating an expense
+ */
+export const ExpenseUpdateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    expenseId: z.number().int().positive().describe('Expense ID to update'),
+    categoryId: z.number().int().positive().optional().describe('Expense category ID'),
+    date: z.string().optional().describe('Expense date (YYYY-MM-DD)'),
+    amount: z.object({
+        amount: z.string().describe('Expense amount as decimal string'),
+        code: z.string().describe('Currency code (e.g., USD)'),
+    }).optional().describe('Expense amount with currency'),
+    vendor: z.string().optional().describe('Vendor name'),
+    notes: z.string().optional().describe('Expense notes/description'),
+    clientId: z.number().int().positive().optional().describe('Client to bill'),
+    projectId: z.number().int().positive().optional().describe('Associated project'),
+    markupPercent: z.number().min(0).max(100).optional().describe('Markup percentage (0-100)'),
+    taxName1: z.string().optional().describe('First tax name'),
+    taxPercent1: z.string().optional().describe('First tax percentage'),
+    taxName2: z.string().optional().describe('Second tax name'),
+    taxPercent2: z.string().optional().describe('Second tax percentage'),
+    visState: VisStateSchema.optional().describe('Visibility state'),
+});
+/**
+ * Input schema for listing expenses
+ */
+export const ExpenseListInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    page: z.number().int().min(1).default(1).optional().describe('Page number (1-indexed)'),
+    perPage: z
+        .number()
+        .int()
+        .min(1)
+        .max(100)
+        .default(30)
+        .optional()
+        .describe('Number of results per page (max 100)'),
+    clientId: z.number().int().positive().optional().describe('Filter by client ID'),
+    projectId: z.number().int().positive().optional().describe('Filter by project ID'),
+    categoryId: z.number().int().positive().optional().describe('Filter by category ID'),
+    status: ExpenseStatusEnum.optional().describe('Filter by expense status'),
+    dateMin: z.string().optional().describe('Filter expenses on or after date (YYYY-MM-DD)'),
+    dateMax: z.string().optional().describe('Filter expenses on or before date (YYYY-MM-DD)'),
+});
+/**
+ * Input schema for getting a single expense
+ */
+export const ExpenseSingleInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    expenseId: z.number().int().positive().describe('Expense ID to retrieve'),
+});
+/**
+ * Input schema for deleting an expense
+ */
+export const ExpenseDeleteInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    expenseId: z.number().int().positive().describe('Expense ID to delete'),
+});
+/**
+ * Output schema for expense list
+ */
+export const ExpenseListOutputSchema = z.object({
+    expenses: z.array(ExpenseSchema).describe('Array of expenses'),
+    pagination: PaginationMetadataSchema.describe('Pagination information'),
+});
+/**
+ * Output schema for single expense operations
+ */
+export const ExpenseSingleOutputSchema = ExpenseSchema;
+/**
+ * Output schema for expense deletion
+ */
+export const ExpenseDeleteOutputSchema = z.object({
+    success: z.boolean().describe('Whether deletion was successful'),
+    expenseId: z.number().describe('ID of deleted expense'),
+});
+//# sourceMappingURL=schemas.js.map

package/dist/tools/expense/schemas.js.map

@@ -0,0 +1 @@
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package/dist/tools/expense-category/expensecategory-list.d.ts

@@ -0,0 +1,113 @@
+/**
+ * ExpenseCategory List Tool
+ *
+ * List available expense categories (read-only, predefined by FreshBooks).
+ */
+import { z } from "zod";
+import { ExpenseCategoryListInputSchema, ExpenseCategoryListOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for expensecategory_list
+ */
+export declare const expensecategoryListTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        page: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        perPage: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+    }, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        categories: z.ZodArray<z.ZodObject<{
+            id: z.ZodNumber;
+            categoryid: z.ZodOptional<z.ZodNumber>;
+            category: z.ZodString;
+            visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+            updated: z.ZodOptional<z.ZodString>;
+            is_cogs: z.ZodOptional<z.ZodBoolean>;
+            is_editable: z.ZodOptional<z.ZodBoolean>;
+            parentid: z.ZodOptional<z.ZodNullable<z.ZodNumber>>;
+        }, "strip", z.ZodTypeAny, {
+            id: number;
+            category: string;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            categoryid?: number | undefined;
+            is_cogs?: boolean | undefined;
+            is_editable?: boolean | undefined;
+            parentid?: number | null | undefined;
+        }, {
+            id: number;
+            category: string;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            categoryid?: number | undefined;
+            is_cogs?: boolean | undefined;
+            is_editable?: boolean | undefined;
+            parentid?: number | 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;
+        };
+        categories: {
+            id: number;
+            category: string;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            categoryid?: number | undefined;
+            is_cogs?: boolean | undefined;
+            is_editable?: boolean | undefined;
+            parentid?: number | null | undefined;
+        }[];
+    }, {
+        pagination: {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        };
+        categories: {
+            id: number;
+            category: string;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            categoryid?: number | undefined;
+            is_cogs?: boolean | undefined;
+            is_editable?: boolean | undefined;
+            parentid?: number | null | undefined;
+        }[];
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ExpenseCategoryListInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ExpenseCategoryListOutputSchema>>;
+};
+//# sourceMappingURL=expensecategory-list.d.ts.map

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

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

@@ -0,0 +1,113 @@
+/**
+ * ExpenseCategory List Tool
+ *
+ * List available expense categories (read-only, predefined by FreshBooks).
+ */
+import { ExpenseCategoryListInputSchema, ExpenseCategoryListOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+import { logger } from "../../utils/logger.js";
+/**
+ * Tool definition for expensecategory_list
+ */
+export const expensecategoryListTool = {
+    name: "expensecategory_list",
+    description: `List available expense categories from FreshBooks.
+
+WHEN TO USE:
+- User asks "what expense categories are available?"
+- User needs to know valid category IDs for creating expenses
+- User wants to see all expense category options
+- Setting up expense tracking and need category reference
+
+IMPORTANT NOTES:
+- Expense categories are READ-ONLY and predefined by FreshBooks
+- You cannot create, update, or delete categories
+- Use the category ID when creating or updating expenses
+- Categories are typically system-wide and consistent across accounts
+
+COMMON CATEGORIES:
+Categories typically include (IDs may vary):
+- Advertising and Marketing
+- Automobile Expenses
+- Bank Charges
+- Meals and Entertainment
+- Office Supplies
+- Professional Fees
+- Rent
+- Telephone
+- Travel
+- Utilities
+- And many more...
+
+PAGINATION:
+- Use page/perPage for large category lists
+- Default: 30 results per page
+- Maximum: 100 results per page
+
+EXAMPLE PROMPTS:
+- "Show me all expense categories"
+- "What categories can I use for expenses?"
+- "List expense category options"
+- "What's the category ID for travel expenses?"
+
+RETURNS:
+Array of expense categories with IDs and names. Use the category ID
+when creating expenses with expense_create.`,
+    inputSchema: ExpenseCategoryListInputSchema,
+    outputSchema: ExpenseCategoryListOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('expensecategory_list', async (input, _context) => {
+            const { accountId, page, perPage } = input;
+            logger.debug('Listing expense categories', {
+                accountId,
+                page,
+                perPage,
+            });
+            const result = await client.executeWithRetry('expensecategory_list', async (fbClient) => {
+                // Import query builders from SDK
+                const { PaginationQueryBuilder } = 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()
+                        .page(page || 1)
+                        .perPage(perPage || 30);
+                    queryBuilders.push(pagination);
+                }
+                // Call FreshBooks API
+                const response = await fbClient.expenseCategories.list(accountId, queryBuilders);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                const data = response.data;
+                const categories = data.categories || [];
+                const paginationData = data.pages || {
+                    page: 1,
+                    pages: 1,
+                    total: categories.length,
+                    per_page: 30,
+                };
+                return {
+                    categories,
+                    pagination: {
+                        page: paginationData.page,
+                        pages: paginationData.pages,
+                        perPage: paginationData.per_page || paginationData.perPage || 30,
+                        total: paginationData.total,
+                    },
+                };
+            });
+            logger.info('Expense categories listed successfully', {
+                count: result.categories.length,
+                total: result.pagination.total,
+            });
+            return result;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=expensecategory-list.js.map

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

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

@@ -0,0 +1,58 @@
+/**
+ * ExpenseCategory Single Tool
+ *
+ * Get details about a specific expense category by ID.
+ */
+import { z } from "zod";
+import { ExpenseCategorySingleInputSchema, ExpenseCategorySingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for expensecategory_single
+ */
+export declare const expensecategorySingleTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        categoryId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        categoryId: number;
+    }, {
+        accountId: string;
+        categoryId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        categoryid: z.ZodOptional<z.ZodNumber>;
+        category: z.ZodString;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        updated: z.ZodOptional<z.ZodString>;
+        is_cogs: z.ZodOptional<z.ZodBoolean>;
+        is_editable: z.ZodOptional<z.ZodBoolean>;
+        parentid: z.ZodOptional<z.ZodNullable<z.ZodNumber>>;
+    }, "strip", z.ZodTypeAny, {
+        id: number;
+        category: string;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        categoryid?: number | undefined;
+        is_cogs?: boolean | undefined;
+        is_editable?: boolean | undefined;
+        parentid?: number | null | undefined;
+    }, {
+        id: number;
+        category: string;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        categoryid?: number | undefined;
+        is_cogs?: boolean | undefined;
+        is_editable?: boolean | undefined;
+        parentid?: number | null | undefined;
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ExpenseCategorySingleInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ExpenseCategorySingleOutputSchema>>;
+};
+//# sourceMappingURL=expensecategory-single.d.ts.map

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

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

@@ -0,0 +1,66 @@
+/**
+ * ExpenseCategory Single Tool
+ *
+ * Get details about a specific expense category by ID.
+ */
+import { ExpenseCategorySingleInputSchema, ExpenseCategorySingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+import { logger } from "../../utils/logger.js";
+/**
+ * Tool definition for expensecategory_single
+ */
+export const expensecategorySingleTool = {
+    name: "expensecategory_single",
+    description: `Get details about a specific expense category by ID.
+
+WHEN TO USE:
+- User asks for details about a specific category
+- User provides a category ID and wants to confirm the name
+- Need to verify category information before creating an expense
+
+REQUIRED INFO:
+- categoryId: Category ID (numeric)
+- accountId: FreshBooks account (get from context)
+
+IMPORTANT NOTES:
+- Expense categories are READ-ONLY and predefined by FreshBooks
+- You cannot modify category details
+- Use this to verify category names and IDs
+
+EXAMPLE PROMPTS:
+- "What is expense category 5?"
+- "Show me details for category 12"
+- "What's the name of category ID 8?"
+
+RETURNS:
+Category details including ID, name, and metadata.`,
+    inputSchema: ExpenseCategorySingleInputSchema,
+    outputSchema: ExpenseCategorySingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('expensecategory_single', async (input, _context) => {
+            const { accountId, categoryId } = input;
+            logger.debug('Retrieving expense category', {
+                accountId,
+                categoryId,
+            });
+            const result = await client.executeWithRetry('expensecategory_single', async (fbClient) => {
+                const response = await fbClient.expenseCategories.single(accountId, String(categoryId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { category: { ... } }
+            const category = result.category ?? result;
+            logger.info('Expense category retrieved successfully', {
+                categoryId,
+            });
+            return category;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=expensecategory-single.js.map

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

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package/dist/tools/expense-category/index.d.ts

@@ -0,0 +1,9 @@
+/**
+ * ExpenseCategory Tools - FreshBooks expense category reference
+ *
+ * Exports expense category tools for viewing predefined expense categories.
+ * Note: ExpenseCategory is a READ-ONLY resource.
+ */
+export { expensecategoryListTool } from "./expensecategory-list.js";
+export { expensecategorySingleTool } from "./expensecategory-single.js";
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/expense-category/index.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/expense-category/index.js

@@ -0,0 +1,11 @@
+/**
+ * ExpenseCategory Tools - FreshBooks expense category reference
+ *
+ * Exports expense category tools for viewing predefined expense categories.
+ * Note: ExpenseCategory is a READ-ONLY resource.
+ */
+// Export schemas
+// Export tool definitions
+export { expensecategoryListTool } from "./expensecategory-list.js";
+export { expensecategorySingleTool } from "./expensecategory-single.js";
+//# sourceMappingURL=index.js.map

package/dist/tools/expense-category/index.js.map

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