@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/other-income/otherincome-delete.js

@@ -0,0 +1,57 @@
+/**
+ * OtherIncome Delete Tool
+ *
+ * Delete an other income entry from FreshBooks.
+ */
+import { OtherIncomeDeleteInputSchema, OtherIncomeDeleteOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for otherincome_delete
+ */
+export const otherincomeDeleteTool = {
+    name: "otherincome_delete",
+    description: `Delete an other income entry from FreshBooks.
+
+WHEN TO USE:
+- User recorded other income in error
+- User says "delete other income", "remove income entry", "cancel income"
+- User needs to undo an income entry
+
+REQUIRED INFO:
+- incomeId: Income entry to delete
+- accountId: FreshBooks account (get from context)
+
+IMPORTANT NOTES:
+- Deleting income affects financial reports and tax calculations
+- This cannot be undone - use with caution
+- Consider updating instead of deleting if just correcting details
+- Ensure the income hasn't been included in filed tax returns
+
+EXAMPLE PROMPTS:
+- "Delete other income #12345"
+- "Remove income entry 67890 - it was entered twice"
+- "Cancel other income ID 555"
+
+RETURNS:
+Confirmation of deletion with the deleted income ID.`,
+    inputSchema: OtherIncomeDeleteInputSchema,
+    outputSchema: OtherIncomeDeleteOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('otherincome_delete', async (input, _context) => {
+            const { accountId, incomeId } = input;
+            await client.executeWithRetry('otherincome_delete', async (fbClient) => {
+                const response = await fbClient.otherIncomes.delete(accountId, String(incomeId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            return {
+                success: true,
+                incomeId,
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=otherincome-delete.js.map

package/dist/tools/other-income/otherincome-delete.js.map

@@ -0,0 +1 @@
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package/dist/tools/other-income/otherincome-list.d.ts

@@ -0,0 +1,186 @@
+/**
+ * OtherIncome List Tool
+ *
+ * List other income entries with pagination and optional filtering.
+ */
+import { z } from "zod";
+import { OtherIncomeListInputSchema, OtherIncomeListOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for otherincome_list
+ */
+export declare const otherincomeListTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        page: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        perPage: z.ZodOptional<z.ZodDefault<z.ZodNumber>>;
+        categoryName: z.ZodOptional<z.ZodString>;
+        dateFrom: z.ZodOptional<z.ZodString>;
+        dateTo: z.ZodOptional<z.ZodString>;
+        source: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        dateFrom?: string | undefined;
+        dateTo?: string | undefined;
+        categoryName?: string | undefined;
+        source?: string | undefined;
+    }, {
+        accountId: string;
+        page?: number | undefined;
+        perPage?: number | undefined;
+        dateFrom?: string | undefined;
+        dateTo?: string | undefined;
+        categoryName?: string | undefined;
+        source?: string | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        otherIncomes: z.ZodArray<z.ZodObject<{
+            incomeId: z.ZodNumber;
+            amount: z.ZodObject<{
+                amount: z.ZodString;
+                code: z.ZodString;
+            }, "strip", z.ZodTypeAny, {
+                code: string;
+                amount: string;
+            }, {
+                code: string;
+                amount: string;
+            }>;
+            categoryName: z.ZodString;
+            createdAt: z.ZodString;
+            date: z.ZodString;
+            note: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            paymentType: z.ZodEnum<["Cash", "Check", "Credit", "Bank Transfer", "Debit", "PayPal", "Credit Card", "Other", "2Checkout", "Interac", "Visa", "MasterCard", "Discover", "Nova", "AMEX", "ACH"]>;
+            source: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+            taxes: z.ZodOptional<z.ZodArray<z.ZodObject<{
+                name: z.ZodString;
+                amount: z.ZodString;
+                percent: z.ZodOptional<z.ZodString>;
+            }, "strip", z.ZodTypeAny, {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }, {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }>, "many">>;
+            updated: z.ZodOptional<z.ZodString>;
+            visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+        }, "strip", z.ZodTypeAny, {
+            date: string;
+            createdAt: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+            incomeId: number;
+            categoryName: string;
+            note?: string | null | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            source?: string | null | undefined;
+            taxes?: {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }[] | undefined;
+        }, {
+            date: string;
+            createdAt: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+            incomeId: number;
+            categoryName: string;
+            note?: string | null | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            source?: string | null | undefined;
+            taxes?: {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }[] | 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;
+        };
+        otherIncomes: {
+            date: string;
+            createdAt: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+            incomeId: number;
+            categoryName: string;
+            note?: string | null | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            source?: string | null | undefined;
+            taxes?: {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }[] | undefined;
+        }[];
+    }, {
+        pagination: {
+            total: number;
+            page: number;
+            perPage: number;
+            pages: number;
+        };
+        otherIncomes: {
+            date: string;
+            createdAt: string;
+            amount: {
+                code: string;
+                amount: string;
+            };
+            paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+            incomeId: number;
+            categoryName: string;
+            note?: string | null | undefined;
+            visState?: 0 | 1 | 2 | undefined;
+            updated?: string | undefined;
+            source?: string | null | undefined;
+            taxes?: {
+                name: string;
+                amount: string;
+                percent?: string | undefined;
+            }[] | undefined;
+        }[];
+    }>;
+    execute(input: z.infer<typeof OtherIncomeListInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof OtherIncomeListOutputSchema>>;
+};
+//# sourceMappingURL=otherincome-list.d.ts.map

package/dist/tools/other-income/otherincome-list.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/other-income/otherincome-list.js

@@ -0,0 +1,107 @@
+/**
+ * OtherIncome List Tool
+ *
+ * List other income entries with pagination and optional filtering.
+ */
+import { OtherIncomeListInputSchema, OtherIncomeListOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for otherincome_list
+ */
+export const otherincomeListTool = {
+    name: "otherincome_list",
+    description: `List other income entries from FreshBooks with optional filtering and pagination.
+
+WHEN TO USE:
+- User asks to "see other income", "list non-invoice income", "show misc income"
+- User wants to review income not tied to invoices
+- User needs to track income from sources like interest, dividends, rebates
+
+WHAT IS OTHER INCOME:
+Income received that is NOT from client invoices, such as:
+- Bank interest
+- Investment returns
+- Rebates and refunds
+- Miscellaneous business income
+
+FILTERING OPTIONS:
+- categoryName: Filter by income category
+- dateFrom/dateTo: Filter by income date range
+- source: Filter by income source
+
+PAGINATION:
+- Use page/perPage for large result sets
+- Default: 30 results per page
+- Maximum: 100 results per page
+
+EXAMPLE PROMPTS:
+- "Show me all other income for this year"
+- "List interest income received"
+- "Show other income from January to March"
+- "What miscellaneous income did we receive?"
+
+RETURNS:
+Array of other income entries with amounts, categories, dates, and sources.
+Includes pagination metadata for navigating large result sets.`,
+    inputSchema: OtherIncomeListInputSchema,
+    outputSchema: OtherIncomeListOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('otherincome_list', async (input, _context) => {
+            const { accountId, page, perPage, ...filters } = input;
+            const result = await client.executeWithRetry('otherincome_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.categoryName !== undefined) {
+                        search.equals("category_name", filters.categoryName);
+                    }
+                    if (filters.source !== undefined) {
+                        search.equals("source", filters.source);
+                    }
+                    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("date", { min: minDate, max: maxDate });
+                    }
+                    queryBuilders.push(search);
+                }
+                const response = await fbClient.otherIncomes.list(accountId, queryBuilders);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // Extract data
+            const otherIncomes = result.other_incomes || result.otherIncomes || [];
+            const paginationData = result.pages || {
+                page: 1,
+                pages: 1,
+                total: otherIncomes.length,
+                per_page: 30,
+            };
+            return {
+                otherIncomes,
+                pagination: {
+                    page: paginationData.page,
+                    pages: paginationData.pages,
+                    perPage: paginationData.per_page || paginationData.perPage || 30,
+                    total: paginationData.total,
+                },
+            };
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=otherincome-list.js.map

package/dist/tools/other-income/otherincome-list.js.map

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package/dist/tools/other-income/otherincome-single.d.ts

@@ -0,0 +1,99 @@
+/**
+ * OtherIncome Single Tool
+ *
+ * Retrieve a single other income entry by ID.
+ */
+import { z } from "zod";
+import { OtherIncomeSingleInputSchema, OtherIncomeSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/index.js";
+/**
+ * Tool definition for otherincome_single
+ */
+export declare const otherincomeSingleTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        accountId: z.ZodString;
+        incomeId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        accountId: string;
+        incomeId: number;
+    }, {
+        accountId: string;
+        incomeId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        incomeId: z.ZodNumber;
+        amount: z.ZodObject<{
+            amount: z.ZodString;
+            code: z.ZodString;
+        }, "strip", z.ZodTypeAny, {
+            code: string;
+            amount: string;
+        }, {
+            code: string;
+            amount: string;
+        }>;
+        categoryName: z.ZodString;
+        createdAt: z.ZodString;
+        date: z.ZodString;
+        note: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        paymentType: z.ZodEnum<["Cash", "Check", "Credit", "Bank Transfer", "Debit", "PayPal", "Credit Card", "Other", "2Checkout", "Interac", "Visa", "MasterCard", "Discover", "Nova", "AMEX", "ACH"]>;
+        source: z.ZodOptional<z.ZodNullable<z.ZodString>>;
+        taxes: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            amount: z.ZodString;
+            percent: z.ZodOptional<z.ZodString>;
+        }, "strip", z.ZodTypeAny, {
+            name: string;
+            amount: string;
+            percent?: string | undefined;
+        }, {
+            name: string;
+            amount: string;
+            percent?: string | undefined;
+        }>, "many">>;
+        updated: z.ZodOptional<z.ZodString>;
+        visState: z.ZodOptional<z.ZodUnion<[z.ZodLiteral<0>, z.ZodLiteral<1>, z.ZodLiteral<2>]>>;
+    }, "strip", z.ZodTypeAny, {
+        date: string;
+        createdAt: string;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+        incomeId: number;
+        categoryName: string;
+        note?: string | null | undefined;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        source?: string | null | undefined;
+        taxes?: {
+            name: string;
+            amount: string;
+            percent?: string | undefined;
+        }[] | undefined;
+    }, {
+        date: string;
+        createdAt: string;
+        amount: {
+            code: string;
+            amount: string;
+        };
+        paymentType: "Check" | "Credit" | "Cash" | "Bank Transfer" | "Debit" | "PayPal" | "Credit Card" | "Other" | "2Checkout" | "ACH" | "Interac" | "Visa" | "MasterCard" | "Discover" | "Nova" | "AMEX";
+        incomeId: number;
+        categoryName: string;
+        note?: string | null | undefined;
+        visState?: 0 | 1 | 2 | undefined;
+        updated?: string | undefined;
+        source?: string | null | undefined;
+        taxes?: {
+            name: string;
+            amount: string;
+            percent?: string | undefined;
+        }[] | undefined;
+    }>;
+    execute(input: z.infer<typeof OtherIncomeSingleInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof OtherIncomeSingleOutputSchema>>;
+};
+//# sourceMappingURL=otherincome-single.d.ts.map

package/dist/tools/other-income/otherincome-single.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/other-income/otherincome-single.js

@@ -0,0 +1,53 @@
+/**
+ * OtherIncome Single Tool
+ *
+ * Retrieve a single other income entry by ID.
+ */
+import { OtherIncomeSingleInputSchema, OtherIncomeSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for otherincome_single
+ */
+export const otherincomeSingleTool = {
+    name: "otherincome_single",
+    description: `Retrieve a single other income entry by ID from FreshBooks.
+
+WHEN TO USE:
+- User asks for details about a specific other income entry
+- User provides an income ID and wants full information
+- User needs to verify income details before updating
+
+REQUIRED INFO:
+- incomeId: The income entry identifier
+- accountId: FreshBooks account (get from context)
+
+EXAMPLE PROMPTS:
+- "Show me other income #12345"
+- "Get details for income entry 67890"
+- "What are the details of other income ID 555?"
+
+RETURNS:
+Complete other income record including amount, category, date, payment type,
+source, taxes, and all other income properties.`,
+    inputSchema: OtherIncomeSingleInputSchema,
+    outputSchema: OtherIncomeSingleOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler('otherincome_single', async (input, _context) => {
+            const { accountId, incomeId } = input;
+            const result = await client.executeWithRetry('otherincome_single', async (fbClient) => {
+                const response = await fbClient.otherIncomes.single(accountId, String(incomeId));
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { other_income: { ... } }
+            const otherIncome = result.other_income
+                ?? result.otherIncome
+                ?? result;
+            return otherIncome;
+        });
+        return handler(input, { accountId: input.accountId });
+    },
+};
+//# sourceMappingURL=otherincome-single.js.map

package/dist/tools/other-income/otherincome-single.js.map

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