@goodsamsoftware/freshbooks-mcp 1.0.0

package/dist/tools/payment-options/schemas.js

@@ -0,0 +1,69 @@
+/**
+ * Zod schemas for PaymentOptions entity
+ *
+ * Payment gateway configuration schemas for FreshBooks API
+ */
+import { z } from 'zod';
+/**
+ * Gateway information schema
+ */
+export const GatewayInfoSchema = z.object({
+    gateway: z.string().describe('Gateway identifier (e.g., stripe, paypal, square)'),
+    gatewayId: z.string().optional().describe('Gateway-specific ID'),
+});
+/**
+ * Full PaymentOptions schema with all properties
+ */
+export const PaymentOptionsSchema = z.object({
+    id: z.number().optional().describe('Payment options ID'),
+    entityId: z.number().describe('Invoice or estimate ID'),
+    entityType: z.enum(['invoice', 'estimate']).describe('Type of entity (invoice or estimate)'),
+    gateway: z.string().optional().describe('Payment gateway name'),
+    hasAch: z.boolean().describe('Whether ACH/bank transfer is enabled'),
+    hasCreditCard: z.boolean().describe('Whether credit card payments are enabled'),
+    hasPaypalSmartCheckout: z.boolean().optional().describe('Whether PayPal Smart Checkout is enabled'),
+    allowPartialPayments: z.boolean().optional().describe('Whether partial payments are allowed'),
+    gatewayInfo: GatewayInfoSchema.optional().describe('Gateway-specific information'),
+});
+/**
+ * Input schema for getting payment options for an entity
+ */
+export const PaymentOptionsSingleInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    entityId: z.number().describe('Invoice or estimate ID'),
+    entityType: z.enum(['invoice', 'estimate']).describe('Type of entity (invoice or estimate)'),
+});
+/**
+ * Input schema for creating payment options
+ */
+export const PaymentOptionsCreateInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+    entityId: z.number().describe('Invoice or estimate ID'),
+    entityType: z.enum(['invoice', 'estimate']).describe('Type of entity (invoice or estimate)'),
+    gateway: z.string().optional().describe('Payment gateway to use'),
+    hasAch: z.boolean().optional().describe('Enable ACH/bank transfer'),
+    hasCreditCard: z.boolean().optional().describe('Enable credit card payments'),
+    hasPaypalSmartCheckout: z.boolean().optional().describe('Enable PayPal Smart Checkout'),
+    allowPartialPayments: z.boolean().optional().describe('Allow partial payments'),
+});
+/**
+ * Input schema for getting default payment options
+ */
+export const PaymentOptionsDefaultInputSchema = z.object({
+    accountId: z.string().describe('FreshBooks account ID'),
+});
+/**
+ * Output schema for single payment options
+ */
+export const PaymentOptionsSingleOutputSchema = PaymentOptionsSchema;
+/**
+ * Output schema for default payment options
+ */
+export const PaymentOptionsDefaultOutputSchema = z.object({
+    gateway: z.string().optional().describe('Default payment gateway'),
+    hasAch: z.boolean().describe('ACH enabled by default'),
+    hasCreditCard: z.boolean().describe('Credit card enabled by default'),
+    hasPaypalSmartCheckout: z.boolean().optional().describe('PayPal enabled by default'),
+    allowPartialPayments: z.boolean().optional().describe('Partial payments allowed by default'),
+});
+//# sourceMappingURL=schemas.js.map

package/dist/tools/payment-options/schemas.js.map

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

@@ -0,0 +1,11 @@
+/**
+ * Project Tools - FreshBooks project management
+ *
+ * Exports all project-related MCP tools for organizing work and billing.
+ */
+export { projectListTool, handleProjectList } from "./project-list.js";
+export { projectSingleTool, handleProjectSingle } from "./project-single.js";
+export { projectCreateTool, handleProjectCreate } from "./project-create.js";
+export { projectUpdateTool, handleProjectUpdate } from "./project-update.js";
+export { projectDeleteTool, handleProjectDelete } from "./project-delete.js";
+//# sourceMappingURL=index.d.ts.map

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

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package/dist/tools/project/index.js

@@ -0,0 +1,13 @@
+/**
+ * Project Tools - FreshBooks project management
+ *
+ * Exports all project-related MCP tools for organizing work and billing.
+ */
+// Export schemas
+// Export tool definitions
+export { projectListTool, handleProjectList } from "./project-list.js";
+export { projectSingleTool, handleProjectSingle } from "./project-single.js";
+export { projectCreateTool, handleProjectCreate } from "./project-create.js";
+export { projectUpdateTool, handleProjectUpdate } from "./project-update.js";
+export { projectDeleteTool, handleProjectDelete } from "./project-delete.js";
+//# sourceMappingURL=index.js.map

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

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

@@ -0,0 +1,142 @@
+/**
+ * Project Create Tool
+ *
+ * Create a new project in FreshBooks.
+ */
+import { z } from "zod";
+import { ProjectCreateInputSchema, ProjectSingleOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/freshbooks-client.js";
+/**
+ * Tool definition for project_create
+ */
+export declare const projectCreateTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        businessId: z.ZodNumber;
+        title: z.ZodString;
+        clientId: z.ZodOptional<z.ZodString>;
+        description: z.ZodOptional<z.ZodString>;
+        dueDate: z.ZodOptional<z.ZodString>;
+        budget: z.ZodOptional<z.ZodString>;
+        fixedPrice: z.ZodOptional<z.ZodString>;
+        rate: z.ZodOptional<z.ZodString>;
+        billingMethod: z.ZodOptional<z.ZodEnum<["project_rate", "service_rate", "flat_rate", "team_member_rate"]>>;
+        projectType: z.ZodOptional<z.ZodEnum<["fixed_price", "hourly_rate"]>>;
+        internal: z.ZodOptional<z.ZodBoolean>;
+        projectManagerId: z.ZodOptional<z.ZodString>;
+    }, "strip", z.ZodTypeAny, {
+        businessId: number;
+        title: string;
+        description?: string | undefined;
+        clientId?: string | undefined;
+        internal?: boolean | undefined;
+        dueDate?: string | undefined;
+        budget?: string | undefined;
+        fixedPrice?: string | undefined;
+        rate?: string | undefined;
+        billingMethod?: "project_rate" | "service_rate" | "flat_rate" | "team_member_rate" | undefined;
+        projectType?: "fixed_price" | "hourly_rate" | undefined;
+        projectManagerId?: string | undefined;
+    }, {
+        businessId: number;
+        title: string;
+        description?: string | undefined;
+        clientId?: string | undefined;
+        internal?: boolean | undefined;
+        dueDate?: string | undefined;
+        budget?: string | undefined;
+        fixedPrice?: string | undefined;
+        rate?: string | undefined;
+        billingMethod?: "project_rate" | "service_rate" | "flat_rate" | "team_member_rate" | undefined;
+        projectType?: "fixed_price" | "hourly_rate" | undefined;
+        projectManagerId?: string | undefined;
+    }>;
+    outputSchema: z.ZodObject<{
+        id: z.ZodNumber;
+        title: z.ZodString;
+        description: z.ZodNullable<z.ZodString>;
+        dueDate: z.ZodNullable<z.ZodString>;
+        clientId: z.ZodNullable<z.ZodString>;
+        internal: z.ZodBoolean;
+        budget: z.ZodNullable<z.ZodString>;
+        fixedPrice: z.ZodNullable<z.ZodString>;
+        rate: z.ZodNullable<z.ZodString>;
+        billingMethod: z.ZodNullable<z.ZodEnum<["project_rate", "service_rate", "flat_rate", "team_member_rate"]>>;
+        projectType: z.ZodEnum<["fixed_price", "hourly_rate"]>;
+        projectManagerId: z.ZodNullable<z.ZodString>;
+        active: z.ZodBoolean;
+        complete: z.ZodBoolean;
+        sample: z.ZodBoolean;
+        createdAt: z.ZodString;
+        updatedAt: z.ZodString;
+        loggedDuration: z.ZodNullable<z.ZodNumber>;
+        services: z.ZodNullable<z.ZodArray<z.ZodAny, "many">>;
+        billedAmount: z.ZodNumber;
+        billedStatus: z.ZodEnum<["unbilled", "partial", "billed"]>;
+        retainerId: z.ZodNullable<z.ZodString>;
+        expenseMarkup: z.ZodNumber;
+        groupId: z.ZodNullable<z.ZodString>;
+        group: z.ZodNullable<z.ZodAny>;
+    }, "strip", z.ZodTypeAny, {
+        description: string | null;
+        title: string;
+        createdAt: string;
+        id: number;
+        clientId: string | null;
+        active: boolean;
+        internal: boolean;
+        retainerId: string | null;
+        services: any[] | null;
+        dueDate: string | null;
+        budget: string | null;
+        fixedPrice: string | null;
+        rate: string | null;
+        billingMethod: "project_rate" | "service_rate" | "flat_rate" | "team_member_rate" | null;
+        projectType: "fixed_price" | "hourly_rate";
+        projectManagerId: string | null;
+        complete: boolean;
+        sample: boolean;
+        updatedAt: string;
+        loggedDuration: number | null;
+        billedAmount: number;
+        billedStatus: "unbilled" | "partial" | "billed";
+        expenseMarkup: number;
+        groupId: string | null;
+        group?: any;
+    }, {
+        description: string | null;
+        title: string;
+        createdAt: string;
+        id: number;
+        clientId: string | null;
+        active: boolean;
+        internal: boolean;
+        retainerId: string | null;
+        services: any[] | null;
+        dueDate: string | null;
+        budget: string | null;
+        fixedPrice: string | null;
+        rate: string | null;
+        billingMethod: "project_rate" | "service_rate" | "flat_rate" | "team_member_rate" | null;
+        projectType: "fixed_price" | "hourly_rate";
+        projectManagerId: string | null;
+        complete: boolean;
+        sample: boolean;
+        updatedAt: string;
+        loggedDuration: number | null;
+        billedAmount: number;
+        billedStatus: "unbilled" | "partial" | "billed";
+        expenseMarkup: number;
+        groupId: string | null;
+        group?: any;
+    }>;
+    execute(input: z.infer<typeof ProjectCreateInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ProjectSingleOutputSchema>>;
+};
+/**
+ * Wrapped handler for backward compatibility with tests
+ */
+export declare function handleProjectCreate(input: z.infer<typeof ProjectCreateInputSchema>, context: {
+    client: FreshBooksClientWrapper;
+}): Promise<z.infer<typeof ProjectSingleOutputSchema>>;
+//# sourceMappingURL=project-create.d.ts.map

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

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

@@ -0,0 +1,100 @@
+/**
+ * Project Create Tool
+ *
+ * Create a new project in FreshBooks.
+ */
+import { ProjectCreateInputSchema, ProjectSingleOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for project_create
+ */
+export const projectCreateTool = {
+    name: "project_create",
+    description: `Create a new project in FreshBooks.
+
+WHEN TO USE:
+- User wants to create a new project
+- User says "start a project", "create project", "new project"
+- Setting up work tracking for a new client or initiative
+
+REQUIRED INFO:
+- title: Project name (user must provide)
+- accountId: FreshBooks account (get from context)
+
+OPTIONAL BUT HELPFUL:
+- clientId: Associate with a client for billing
+- description: What the project is about
+- dueDate: When project should be completed (ISO 8601)
+- billingMethod: How to bill (project_rate, service_rate, flat_rate, team_member_rate)
+- projectType: fixed_price or hourly_rate
+- rate: Hourly rate if hourly_rate type
+- fixedPrice: Total price if fixed_price type
+- budget: Project budget amount
+- internal: Set to true for non-billable internal work
+
+BILLING METHODS:
+- project_rate: Bill at project-level hourly rate
+- service_rate: Bill based on service assigned to time entries
+- flat_rate: Fixed price project
+- team_member_rate: Bill at individual team member rates
+
+EXAMPLE PROMPTS:
+- "Create a new project called Website Redesign"
+- "Start a project for client ABC123: Mobile App Development"
+- "New internal project for training, not billable"
+
+RETURNS:
+Created project with ID and all configured settings. Use this ID for time tracking.`,
+    inputSchema: ProjectCreateInputSchema,
+    outputSchema: ProjectSingleOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler("project_create", async (input, _context) => {
+            const { businessId, ...projectData } = input;
+            // Build project object using camelCase properties
+            // The FreshBooks SDK's transformProjectRequest() will convert to API format
+            const project = {
+                title: projectData.title,
+            };
+            // Add optional fields if provided
+            if (projectData.clientId !== undefined)
+                project.clientId = projectData.clientId;
+            if (projectData.description !== undefined)
+                project.description = projectData.description;
+            if (projectData.dueDate !== undefined)
+                project.dueDate = projectData.dueDate;
+            if (projectData.budget !== undefined)
+                project.budget = projectData.budget;
+            if (projectData.fixedPrice !== undefined)
+                project.fixedPrice = projectData.fixedPrice;
+            if (projectData.rate !== undefined)
+                project.rate = projectData.rate;
+            if (projectData.billingMethod !== undefined)
+                project.billingMethod = projectData.billingMethod;
+            if (projectData.projectType !== undefined)
+                project.projectType = projectData.projectType;
+            if (projectData.internal !== undefined)
+                project.internal = projectData.internal;
+            if (projectData.projectManagerId !== undefined)
+                project.projectManagerId = projectData.projectManagerId;
+            // Execute the API call
+            const result = await client.executeWithRetry("project_create", async (fbClient) => {
+                const response = await fbClient.projects.create(project, businessId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            // FreshBooks returns: { project: { ... } }
+            const createdProject = result.project ?? result;
+            return createdProject;
+        });
+        return handler(input, { businessId: input.businessId });
+    },
+};
+/**
+ * Wrapped handler for backward compatibility with tests
+ */
+export async function handleProjectCreate(input, context) {
+    return projectCreateTool.execute(input, context.client);
+}
+//# sourceMappingURL=project-create.js.map

package/dist/tools/project/project-create.js.map

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package/dist/tools/project/project-delete.d.ts

@@ -0,0 +1,44 @@
+/**
+ * Project Delete Tool
+ *
+ * Delete a project from FreshBooks.
+ * WARNING: This is a permanent operation.
+ */
+import { z } from "zod";
+import { ProjectDeleteInputSchema, ProjectDeleteOutputSchema } from "./schemas.js";
+import { FreshBooksClientWrapper } from "../../client/freshbooks-client.js";
+/**
+ * Tool definition for project_delete
+ */
+export declare const projectDeleteTool: {
+    name: string;
+    description: string;
+    inputSchema: z.ZodObject<{
+        businessId: z.ZodNumber;
+        projectId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        businessId: number;
+        projectId: number;
+    }, {
+        businessId: number;
+        projectId: number;
+    }>;
+    outputSchema: z.ZodObject<{
+        success: z.ZodBoolean;
+        projectId: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        success: boolean;
+        projectId: number;
+    }, {
+        success: boolean;
+        projectId: number;
+    }>;
+    execute(input: z.infer<typeof ProjectDeleteInputSchema>, client: FreshBooksClientWrapper): Promise<z.infer<typeof ProjectDeleteOutputSchema>>;
+};
+/**
+ * Wrapped handler for backward compatibility with tests
+ */
+export declare function handleProjectDelete(input: z.infer<typeof ProjectDeleteInputSchema>, context: {
+    client: FreshBooksClientWrapper;
+}): Promise<z.infer<typeof ProjectDeleteOutputSchema>>;
+//# sourceMappingURL=project-delete.d.ts.map

package/dist/tools/project/project-delete.d.ts.map

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package/dist/tools/project/project-delete.js

@@ -0,0 +1,80 @@
+/**
+ * Project Delete Tool
+ *
+ * Delete a project from FreshBooks.
+ * WARNING: This is a permanent operation.
+ */
+import { ProjectDeleteInputSchema, ProjectDeleteOutputSchema } from "./schemas.js";
+import { ErrorHandler } from "../../errors/error-handler.js";
+/**
+ * Tool definition for project_delete
+ */
+export const projectDeleteTool = {
+    name: "project_delete",
+    description: `Delete a project from FreshBooks.
+
+WARNING: This permanently deletes the project and cannot be undone.
+
+WHEN TO USE:
+- User wants to permanently remove a project
+- User says "delete project", "remove project"
+- Cleaning up test or duplicate projects
+
+REQUIRED INFO:
+- projectId: Which project to delete (numeric)
+- accountId: FreshBooks account (get from context)
+
+IMPORTANT WARNINGS:
+- Deletion is permanent and cannot be undone
+- Consider marking project inactive (active=false) instead for soft-delete
+- Time entries associated with project may be affected
+- Historical billing data will lose project reference
+
+SAFER ALTERNATIVES:
+- Use project_update with active=false to deactivate
+- Use project_update with complete=true to mark done
+- These preserve data and can be reversed
+
+WHEN TO ACTUALLY DELETE:
+- Test projects that were created by mistake
+- Duplicate projects
+- Projects with no time entries or billing history
+
+EXAMPLE PROMPTS:
+- "Delete project 12345" (use cautiously)
+- "Remove the test project I just created"
+
+BEFORE DELETING:
+Recommend asking user "Are you sure?" and suggesting deactivation as alternative.
+You might want to check if project has logged time first using project_single.
+
+RETURNS:
+Success confirmation with the deleted project ID.`,
+    inputSchema: ProjectDeleteInputSchema,
+    outputSchema: ProjectDeleteOutputSchema,
+    async execute(input, client) {
+        const handler = ErrorHandler.wrapHandler("project_delete", async (input, _context) => {
+            const { businessId, projectId } = input;
+            // Execute the API call
+            await client.executeWithRetry("project_delete", async (fbClient) => {
+                const response = await fbClient.projects.delete(businessId, projectId);
+                if (!response.ok) {
+                    throw response.error;
+                }
+                return response.data;
+            });
+            return {
+                success: true,
+                projectId,
+            };
+        });
+        return handler(input, { businessId: input.businessId });
+    },
+};
+/**
+ * Wrapped handler for backward compatibility with tests
+ */
+export async function handleProjectDelete(input, context) {
+    return projectDeleteTool.execute(input, context.client);
+}
+//# sourceMappingURL=project-delete.js.map

package/dist/tools/project/project-delete.js.map

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