@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/invoice/schemas.d.ts.map

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package/dist/tools/invoice/schemas.js

@@ -0,0 +1,269 @@
+/**
+ * Zod schemas for Invoice entity
+ *
+ * Invoice management schemas for FreshBooks API
+ */
+import { z } from 'zod';
+import { createSortSchema, createIncludesSchema } from '../base-tool.js';
+/**
+ * Invoice sortable fields
+ */
+export const INVOICE_SORTABLE_FIELDS = [
+    'create_date',
+    'due_date',
+    'updated',
+    'amount',
+    'outstanding',
+];
+/**
+ * Invoice sort field descriptions
+ */
+export const INVOICE_SORT_FIELD_DESCRIPTIONS = {
+    create_date: 'Invoice creation date',
+    due_date: 'Payment due date',
+    updated: 'Last modification time',
+    amount: 'Total invoice amount',
+    outstanding: 'Remaining unpaid amount',
+};
+/**
+ * Invoice include options
+ */
+export const INVOICE_INCLUDE_OPTIONS = [
+    'lines',
+    'presentation',
+];
+/**
+ * Invoice include option descriptions
+ */
+export const INVOICE_INCLUDE_DESCRIPTIONS = {
+    lines: 'Invoice line items with item details, quantities, and amounts',
+    presentation: 'Invoice presentation/styling settings',
+};
+/**
+ * Invoice sort schema
+ */
+export const InvoiceSortSchema = createSortSchema(INVOICE_SORTABLE_FIELDS, INVOICE_SORT_FIELD_DESCRIPTIONS);
+/**
+ * Invoice includes schema
+ */
+export const InvoiceIncludesSchema = createIncludesSchema(INVOICE_INCLUDE_OPTIONS, INVOICE_INCLUDE_DESCRIPTIONS);
+/**
+ * Invoice status enum
+ */
+export const InvoiceStatusEnum = z.enum([
+    'draft',
+    'sent',
+    'viewed',
+    'partial',
+    'paid',
+    'auto_paid',
+    'retry',
+    'failed',
+    'overdue',
+    'disputed',
+]);
+/**
+ * Payment status enum
+ */
+export const PaymentStatusEnum = z.enum([
+    'unpaid',
+    'partial',
+    'paid',
+    'auto_paid',
+]);
+/**
+ * Visibility state enum
+ */
+export const VisStateEnum = z.union([z.literal(0), z.literal(1), z.literal(2)]).describe('Visibility state: 0=active, 1=deleted, 2=archived');
+/**
+ * Money type (amount + currency code)
+ */
+export const MoneySchema = z.object({
+    amount: z.string().describe('Decimal amount as string'),
+    code: z.string().describe('Currency code (e.g., USD)'),
+});
+/**
+ * Line Item schema - represents a single line on an invoice
+ */
+export const LineItemSchema = z.object({
+    name: z.string().describe('Line item name/title'),
+    description: z.string().optional().describe('Line item description'),
+    qty: z.number().describe('Quantity'),
+    amount: z.object({
+        amount: z.string().describe('Unit price amount'),
+        code: z.string().describe('Currency code'),
+    }).describe('Unit price'),
+    taxName1: z.string().nullable().optional().describe('First tax name'),
+    taxAmount1: z.object({
+        amount: z.string(),
+        code: z.string(),
+    }).nullable().optional().describe('First tax amount'),
+    taxName2: z.string().nullable().optional().describe('Second tax name'),
+    taxAmount2: z.object({
+        amount: z.string(),
+        code: z.string(),
+    }).nullable().optional().describe('Second tax amount'),
+});
+/**
+ * Full Invoice schema with all properties
+ */
+export const InvoiceSchema = z.object({
+    id: z.number().describe('Unique invoice identifier'),
+    invoiceNumber: z.string().describe('Invoice number (auto-generated or custom)'),
+    customerId: z.number().describe('Customer/client ID'),
+    createDate: z.string().describe('Invoice creation date (YYYY-MM-DD)'),
+    dueDate: z.string().nullable().optional().describe('Payment due date (YYYY-MM-DD)'),
+    amount: MoneySchema.describe('Total invoice amount'),
+    outstanding: MoneySchema.describe('Outstanding (unpaid) amount'),
+    paid: MoneySchema.describe('Amount paid'),
+    status: InvoiceStatusEnum.describe('Invoice status'),
+    paymentStatus: PaymentStatusEnum.describe('Payment status'),
+    currencyCode: z.string().describe('Currency code (e.g., USD)'),
+    lines: z.array(LineItemSchema).describe('Invoice line items'),
+    notes: z.string().optional().describe('Invoice notes/memo'),
+    terms: z.string().nullable().optional().describe('Payment terms'),
+    organization: z.string().optional().describe('Client organization name'),
+    fName: z.string().optional().describe('Client first name'),
+    lName: z.string().optional().describe('Client last name'),
+    email: z.string().optional().describe('Client email address'),
+    address: z.string().optional().describe('Billing address'),
+    city: z.string().optional().describe('Billing city'),
+    province: z.string().optional().describe('Billing province/state'),
+    code: z.string().optional().describe('Billing postal/zip code'),
+    country: z.string().optional().describe('Billing country'),
+    visState: VisStateEnum.optional().describe('Visibility state'),
+    createdAt: z.string().datetime().optional().describe('Creation timestamp (ISO 8601)'),
+    updated: z.string().datetime().nullable().optional().describe('Last update timestamp (ISO 8601)'),
+});
+/**
+ * Input schema for creating a line item
+ */
+export const LineItemCreateSchema = z.object({
+    name: z.string().min(1).describe('Line item name (required)'),
+    description: z.string().optional().describe('Line item description'),
+    qty: z.number().min(0).default(1).describe('Quantity'),
+    unitCost: z.object({
+        amount: z.string().describe('Unit price amount'),
+        code: z.string().optional().describe('Currency code'),
+    }).describe('Unit cost/price'),
+    taxName1: z.string().optional().describe('First tax name'),
+    taxAmount1: z.string().optional().describe('First tax percentage'),
+    taxName2: z.string().optional().describe('Second tax name'),
+    taxAmount2: z.string().optional().describe('Second tax percentage'),
+});
+/**
+ * Input schema for creating an invoice
+ */
+export const InvoiceCreateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    customerId: z.number().describe('Customer/client ID (required)'),
+    createDate: z.string().optional().describe('Invoice date (YYYY-MM-DD, defaults to today)'),
+    dueDate: z.string().optional().describe('Payment due date (YYYY-MM-DD)'),
+    currencyCode: z.string().default('USD').optional().describe('Currency code'),
+    lines: z.array(LineItemCreateSchema).min(1).describe('Invoice line items (at least one required)'),
+    notes: z.string().optional().describe('Invoice notes/memo'),
+    terms: z.string().optional().describe('Payment terms'),
+    discount: z.object({
+        amount: z.string().describe('Discount amount'),
+        code: z.string().optional().describe('Currency code'),
+    }).optional().describe('Discount to apply'),
+});
+/**
+ * Input schema for updating an invoice
+ */
+export const InvoiceUpdateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    invoiceId: z.number().describe('Invoice ID to update'),
+    customerId: z.number().optional().describe('Customer/client ID'),
+    createDate: z.string().optional().describe('Invoice date (YYYY-MM-DD)'),
+    dueDate: z.string().optional().describe('Payment due date (YYYY-MM-DD)'),
+    currencyCode: z.string().optional().describe('Currency code'),
+    lines: z.array(LineItemCreateSchema).optional().describe('Invoice line items'),
+    notes: z.string().optional().describe('Invoice notes/memo'),
+    terms: z.string().optional().describe('Payment terms'),
+    status: InvoiceStatusEnum.optional().describe('Invoice status'),
+    discount: z.object({
+        amount: z.string().describe('Discount amount'),
+        code: z.string().optional().describe('Currency code'),
+    }).optional().describe('Discount to apply'),
+});
+/**
+ * Input schema for listing invoices
+ */
+export const InvoiceListInputSchema = 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)'),
+    // Search filters
+    customerId: z.number().optional().describe('Filter by customer/client ID'),
+    status: InvoiceStatusEnum.optional().describe('Filter by invoice status'),
+    paymentStatus: PaymentStatusEnum.optional().describe('Filter by payment status'),
+    dateMin: z.string().optional().describe('Filter invoices created after this date (YYYY-MM-DD)'),
+    dateMax: z.string().optional().describe('Filter invoices created before this date (YYYY-MM-DD)'),
+    updatedSince: z.string().datetime().optional().describe('Filter invoices updated since this time (ISO 8601)'),
+})
+    .merge(InvoiceSortSchema)
+    .merge(InvoiceIncludesSchema);
+/**
+ * Input schema for getting a single invoice
+ */
+export const InvoiceSingleInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    invoiceId: z.number().describe('Invoice ID to retrieve'),
+});
+/**
+ * Input schema for deleting an invoice
+ */
+export const InvoiceDeleteInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    invoiceId: z.number().describe('Invoice ID to delete'),
+});
+/**
+ * Input schema for generating a share link
+ */
+export const InvoiceShareLinkInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    invoiceId: z.number().describe('Invoice ID to share'),
+});
+/**
+ * Pagination metadata schema
+ */
+export const PaginationMetadataSchema = z.object({
+    page: z.number().describe('Current page number'),
+    pages: z.number().describe('Total number of pages'),
+    perPage: z.number().describe('Results per page'),
+    total: z.number().describe('Total number of results'),
+});
+/**
+ * Output schema for invoice list
+ */
+export const InvoiceListOutputSchema = z.object({
+    invoices: z.array(InvoiceSchema).describe('Array of invoices'),
+    pagination: PaginationMetadataSchema.describe('Pagination information'),
+});
+/**
+ * Output schema for single invoice operations
+ */
+export const InvoiceSingleOutputSchema = InvoiceSchema;
+/**
+ * Output schema for invoice deletion
+ */
+export const InvoiceDeleteOutputSchema = z.object({
+    success: z.boolean().describe('Whether deletion was successful'),
+    invoiceId: z.number().describe('ID of deleted invoice'),
+});
+/**
+ * Output schema for share link generation
+ */
+export const InvoiceShareLinkOutputSchema = z.object({
+    shareLink: z.string().describe('Shareable invoice URL'),
+    invoiceId: z.number().describe('Invoice ID'),
+});
+//# sourceMappingURL=schemas.js.map

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package/dist/tools/item/index.d.ts

@@ -0,0 +1,10 @@
+/**
+ * Item Tools - FreshBooks reusable invoice line items
+ *
+ * Exports all item-related MCP tools for managing billable products and services.
+ */
+export { itemListTool } from "./item-list.js";
+export { itemSingleTool } from "./item-single.js";
+export { itemCreateTool } from "./item-create.js";
+export { itemUpdateTool } from "./item-update.js";
+//# sourceMappingURL=index.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/tools/item/index.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAKH,OAAO,EAAE,YAAY,EAAE,MAAM,gBAAgB,CAAC;AAC9C,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC"}

package/dist/tools/item/index.js

@@ -0,0 +1,12 @@
+/**
+ * Item Tools - FreshBooks reusable invoice line items
+ *
+ * Exports all item-related MCP tools for managing billable products and services.
+ */
+// Export schemas
+// Export tool definitions
+export { itemListTool } from "./item-list.js";
+export { itemSingleTool } from "./item-single.js";
+export { itemCreateTool } from "./item-create.js";
+export { itemUpdateTool } from "./item-update.js";
+//# sourceMappingURL=index.js.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/tools/item/index.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,iBAAiB;AAEjB,0BAA0B;AAC1B,OAAO,EAAE,YAAY,EAAE,MAAM,gBAAgB,CAAC;AAC9C,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC;AAClD,OAAO,EAAE,cAAc,EAAE,MAAM,kBAAkB,CAAC"}

package/dist/tools/item/item-create.d.ts

@@ -0,0 +1,136 @@
+/**
+ * Item Create Tool
+ *
+ * Create a new reusable invoice line item in FreshBooks.
+ */
+import { z } from "zod";
+import { ItemCreateInputSchema, ItemSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for item_create
+ */
+export declare const itemCreateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        name: z.ZodString;
+        description: z.ZodOptional<z.ZodString>;
+        type: z.ZodDefault<z.ZodEnum<["product", "service", "discount"]>>;
+        rate: z.ZodOptional<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        quantity: z.ZodOptional<z.ZodNumber>;
+        taxable: z.ZodDefault<z.ZodBoolean>;
+        tax1: z.ZodOptional<z.ZodString>;
+        tax2: z.ZodOptional<z.ZodString>;
+        inventory: z.ZodOptional<z.ZodNumber>;
+        sku: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        name: string;
+        type: "service" | "discount" | "product";
+        taxable: boolean;
+        description?: string | undefined;
+        rate?: {
+            code: string;
+            amount: string;
+        } | undefined;
+        quantity?: number | undefined;
+        tax1?: string | undefined;
+        tax2?: string | undefined;
+        inventory?: number | undefined;
+        sku?: string | undefined;
+    }, {
+        accountId: string;
+        name: string;
+        description?: string | undefined;
+        type?: "service" | "discount" | "product" | undefined;
+        rate?: {
+            code: string;
+            amount: string;
+        } | undefined;
+        quantity?: number | undefined;
+        taxable?: boolean | undefined;
+        tax1?: string | undefined;
+        tax2?: string | undefined;
+        inventory?: number | undefined;
+        sku?: string | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        name: z.ZodString;
+        description: z.ZodNullable<z.ZodString>;
+        type: z.ZodEnum<["product", "service", "discount"]>;
+        rate: z.ZodNullable<z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>>;
+        quantity: z.ZodOptional<z.ZodNumber>;
+        taxable: z.ZodBoolean;
+        tax1: z.ZodNullable<z.ZodString>;
+        tax2: z.ZodNullable<z.ZodString>;
+        inventory: z.ZodNullable<z.ZodNumber>;
+        sku: z.ZodNullable<z.ZodString>;
+        accountingSystemId: z.ZodNullable<z.ZodString>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        createdAt: z.ZodString;
+        updatedAt: z.ZodString;
+    }, "strip", z.ZodTypeAny, {
+        description: string | null;
+        name: string;
+        type: "service" | "discount" | "product";
+        createdAt: string;
+        id: number;
+        rate: {
+            code: string;
+            amount: string;
+        } | null;
+        updatedAt: string;
+        taxable: boolean;
+        tax1: string | null;
+        tax2: string | null;
+        inventory: number | null;
+        sku: string | null;
+        accountingSystemId: string | null;
+        visState?: 0 | 1 | 2 | undefined;
+        quantity?: number | undefined;
+    }, {
+        description: string | null;
+        name: string;
+        type: "service" | "discount" | "product";
+        createdAt: string;
+        id: number;
+        rate: {
+            code: string;
+            amount: string;
+        } | null;
+        updatedAt: string;
+        taxable: boolean;
+        tax1: string | null;
+        tax2: string | null;
+        inventory: number | null;
+        sku: string | null;
+        accountingSystemId: string | null;
+        visState?: 0 | 1 | 2 | undefined;
+        quantity?: number | undefined;
+    }>;
+    /**
+     * Execute the tool
+     */
+    execute(input: z.infer<typeof ItemCreateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ItemSingleOutputSchema>>;
+};
+//# sourceMappingURL=item-create.d.ts.map

package/dist/tools/item/item-create.d.ts.map

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package/dist/tools/item/item-create.js

@@ -0,0 +1,71 @@
+/**
+ * Item Create Tool
+ *
+ * Create a new reusable invoice line item in FreshBooks.
+ */
+import { ItemCreateInputSchema, ItemSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+import { logger } from "../../utils/logger.js";
+/**
+ * Tool definition for item_create
+ */
+export const itemCreateTool = {
+    name: "item_create",
+    description: `Create a new reusable invoice line item in FreshBooks.
+
+WHEN TO USE:
+- User says "create an item", "add a product", "new service item"
+- User wants to set up a reusable item for invoices
+- User mentions adding a billable product or service
+
+REQUIRED INFO:
+- accountId: FreshBooks account ID
+- name: Item name/description
+
+OPTIONAL BUT HELPFUL:
+- description: Detailed description for invoices
+- type: Item type (product, service, discount) - defaults to 'service'
+- rate: Unit price with currency code
+- quantity: Default quantity (for products)
+- taxable: Whether item is taxable (defaults to true)
+- tax1, tax2: Tax names to apply
+- inventory: Available quantity for products
+- sku: Stock keeping unit for tracking
+
+EXAMPLE PROMPTS:
+- "Create a service item called 'Consulting' at $150/hour"
+- "Add a product 'Widget' with SKU WDG-001 priced at $25"
+- "New item: Monthly Hosting at $99.99"
+
+RETURNS:
+Created item with ID and all details for use in invoices.`,
+    inputSchema: ItemCreateInputSchema,
+    outputSchema: ItemSingleOutputSchema,
+    /**
+     * Execute the tool
+     */
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('item_create', async (input, _context) => {
+            const { accountId, ...itemData } = input;
+            logger.debug('Creating item', {
+                accountId,
+                name: itemData.name,
+            });
+            const result = await client.executeWithRetry('item_create', async (fbClient) => {
+                const response = await fbClient.items.create(itemData, accountId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { item: { ... } }
+            const createdItem = result.item ?? result;
+            logger.info('Item created successfully', {
+                itemId: createdItem.id,
+            });
+            return createdItem;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=item-create.js.map

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