@promptpartner/bexio-mcp-server 2.0.0 → 2.0.2

package/LICENSE

@@ -1,21 +1,21 @@
-MIT License
-
-Copyright (c) 2024 Bexio MCP Contributors
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.
+MIT License
+
+Copyright (c) 2024 Bexio MCP Contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

@@ -1,161 +1,165 @@
-# @promptpartner/bexio-mcp-server
-
-Complete Swiss accounting integration for [Bexio](https://www.bexio.com/) with [Claude Desktop](https://claude.com/desktop). Manage invoices, contacts, projects, time tracking, and 200+ more tools through natural conversation.
-
-## Quick Start
-
-### Option 1: MCPB Bundle (Recommended)
-
-1. Download `bexio-mcp-server.mcpb` from [Releases](https://github.com/promptpartner/bexio-mcp-server/releases)
-2. Double-click to install in Claude Desktop
-3. Enter your Bexio API token when prompted
-
-### Option 2: npm
-
-```bash
-npx @promptpartner/bexio-mcp-server
-```
-
-Add to Claude Desktop config:
-
-**macOS:** `~/Library/Application Support/Claude/claude_desktop_config.json`
-**Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
-
-```json
-{
-  "mcpServers": {
-    "bexio": {
-      "command": "npx",
-      "args": ["@promptpartner/bexio-mcp-server"],
-      "env": {
-        "BEXIO_API_TOKEN": "your-token-here"
-      }
-    }
-  }
-}
-```
-
-### Option 3: From Source
-
-```bash
-git clone https://github.com/promptpartner/bexio-mcp-server
-cd bexio-mcp-server/src
-npm install
-npm run build
-```
-
-Add to Claude Desktop config:
-
-```json
-{
-  "mcpServers": {
-    "bexio": {
-      "command": "node",
-      "args": ["/path/to/bexio-mcp-server/src/dist/index.js"],
-      "env": {
-        "BEXIO_API_TOKEN": "your-token-here"
-      }
-    }
-  }
-}
-```
-
-## Getting Your Bexio API Token
-
-1. Log in to [Bexio](https://office.bexio.com/)
-2. Go to **Settings** > **API Tokens**
-3. Click **Create Token**
-4. Copy the token and use it in your configuration
-
-## Features
-
-This MCP server provides **221 tools** across all Bexio domains:
-
-### Contacts & CRM
-- Create, update, search contacts
-- Contact groups, sectors, salutations, titles
-- Contact relations management
-
-### Invoices & Sales
-- Full invoice lifecycle (create, issue, send, cancel)
-- Quotes with accept/decline workflows
-- Orders with delivery management
-- Incoming payments tracking
-- Interactive invoice preview
-
-### Banking & Payments
-- Swiss QR-bill payment support (QR-IBAN)
-- Standard IBAN payments (ISO 20022)
-- Currency management (CHF, EUR)
-- Bank account management
-
-### Projects & Time Tracking
-- Project management with types and statuses
-- Milestones and work packages
-- Timesheet entries with duration tracking
-- Business activities and communication types
-
-### Accounting
-- Chart of accounts
-- Manual journal entries
-- Business years and VAT periods
-- Account groups
-
-### Purchase & Expenses
-- Bills (creditor invoices)
-- Expenses and purchase orders
-- Outgoing payments
-
-### Files & Documents
-- Document upload/download
-- File management
-
-### Payroll (requires Bexio Payroll module)
-- Employee management
-- Absence tracking
-- Payroll documents
-
-## HTTP Mode
-
-For integration with n8n or other automation tools:
-
-```bash
-npx @promptpartner/bexio-mcp-server --mode http --port 8000
-```
-
-## Environment Variables
-
-| Variable | Required | Default | Description |
-|----------|----------|---------|-------------|
-| `BEXIO_API_TOKEN` | Yes | - | Your Bexio API token |
-| `BEXIO_BASE_URL` | No | `https://api.bexio.com/2.0` | API endpoint URL |
-
-## Troubleshooting
-
-### "Invalid API token" error
-- Verify your token in Bexio Settings > API Tokens
-- Ensure the token has not expired
-- Check that the token has the required permissions
-
-### "Connection refused" error
-- Check your internet connection
-- Verify BEXIO_BASE_URL is correct (default: https://api.bexio.com/2.0)
-
-### Payroll tools return "module not available"
-- Payroll tools require the Bexio Payroll module subscription
-- Contact Bexio support to enable the module
-
-### Claude Desktop doesn't see the server
-- Restart Claude Desktop after configuration changes
-- Verify the config file path is correct for your OS
-- Check Claude Desktop logs for error messages
-
-## License
-
-MIT - See [LICENSE](LICENSE) for details.
-
-## Links
-
-- [Bexio API Documentation](https://docs.bexio.com/)
-- [MCP Protocol Specification](https://modelcontextprotocol.io/)
-- [Report Issues](https://github.com/promptpartner/bexio-mcp-server/issues)
+# @promptpartner/bexio-mcp-server
+
+Complete Swiss accounting integration for [Bexio](https://www.bexio.com/) with [Claude Desktop](https://claude.com/desktop). Manage invoices, contacts, projects, time tracking, and 200+ more tools through natural conversation.
+
+## Quick Start
+
+### Option 1: MCPB Bundle (Recommended)
+
+1. Download `bexio-mcp-server.mcpb` from [Releases](https://github.com/promptpartner/bexio-mcp-server/releases)
+2. Double-click to install in Claude Desktop
+3. Enter your Bexio API token when prompted
+
+### Option 2: npm
+
+```bash
+npx @promptpartner/bexio-mcp-server
+```
+
+Add to Claude Desktop config:
+
+**macOS:** `~/Library/Application Support/Claude/claude_desktop_config.json`
+**Windows:** `%APPDATA%\Claude\claude_desktop_config.json`
+
+```json
+{
+  "mcpServers": {
+    "bexio": {
+      "command": "npx",
+      "args": ["@promptpartner/bexio-mcp-server"],
+      "env": {
+        "BEXIO_API_TOKEN": "your-token-here"
+      }
+    }
+  }
+}
+```
+
+### Option 3: From Source
+
+```bash
+git clone https://github.com/promptpartner/bexio-mcp-server
+cd bexio-mcp-server/src
+npm install
+npm run build
+```
+
+Add to Claude Desktop config:
+
+```json
+{
+  "mcpServers": {
+    "bexio": {
+      "command": "node",
+      "args": ["/path/to/bexio-mcp-server/src/dist/index.js"],
+      "env": {
+        "BEXIO_API_TOKEN": "your-token-here"
+      }
+    }
+  }
+}
+```
+
+## Getting Your Bexio API Token
+
+1. Log in to [Bexio](https://office.bexio.com/)
+2. Go to **Settings** > **API Tokens**
+3. Click **Create Token**
+4. Copy the token and use it in your configuration
+
+## Features
+
+This MCP server provides **221 tools** across all Bexio domains:
+
+### Contacts & CRM
+- Create, update, search contacts
+- Contact groups, sectors, salutations, titles
+- Contact relations management
+
+### Invoices & Sales
+- Full invoice lifecycle (create, issue, send, cancel)
+- Quotes with accept/decline workflows
+- Orders with delivery management
+- Incoming payments tracking
+- Interactive invoice preview
+
+### Banking & Payments
+- Swiss QR-bill payment support (QR-IBAN)
+- Standard IBAN payments (ISO 20022)
+- Currency management (CHF, EUR)
+- Bank account management
+
+### Projects & Time Tracking
+- Project management with types and statuses
+- Milestones and work packages
+- Timesheet entries with duration tracking
+- Business activities and communication types
+
+### Accounting
+- Chart of accounts
+- Manual journal entries
+- Business years and VAT periods
+- Account groups
+
+### Purchase & Expenses
+- Bills (creditor invoices)
+- Expenses and purchase orders
+- Outgoing payments
+
+### Files & Documents
+- Document upload/download
+- File management
+
+### Payroll (requires Bexio Payroll module)
+- Employee management
+- Absence tracking
+- Payroll documents
+
+## HTTP Mode
+
+For integration with n8n or other automation tools:
+
+```bash
+npx @promptpartner/bexio-mcp-server --mode http --port 8000
+```
+
+## Environment Variables
+
+| Variable | Required | Default | Description |
+|----------|----------|---------|-------------|
+| `BEXIO_API_TOKEN` | Yes | - | Your Bexio API token |
+| `BEXIO_BASE_URL` | No | `https://api.bexio.com/2.0` | API endpoint URL |
+
+## Troubleshooting
+
+### "Invalid API token" error
+- Verify your token in Bexio Settings > API Tokens
+- Ensure the token has not expired
+- Check that the token has the required permissions
+
+### "Connection refused" error
+- Check your internet connection
+- Verify BEXIO_BASE_URL is correct (default: https://api.bexio.com/2.0)
+
+### Payroll tools return "module not available"
+- Payroll tools require the Bexio Payroll module subscription
+- Contact Bexio support to enable the module
+
+### Claude Desktop doesn't see the server
+- Restart Claude Desktop after configuration changes
+- Verify the config file path is correct for your OS
+- Check Claude Desktop logs for error messages
+
+## Acknowledgments
+
+This project builds upon the original Bexio MCP server created by [Sebastian Bryner](https://www.linkedin.com/in/sebastian-bryner/) of [bryner.tech](https://bryner.tech/). His v1.0 implementation provided the foundational architecture and initial 83 tools that made this expanded v2.0 possible.
+
+## License
+
+MIT - See [LICENSE](LICENSE) for details.
+
+## Links
+
+- [Bexio API Documentation](https://docs.bexio.com/)
+- [MCP Protocol Specification](https://modelcontextprotocol.io/)
+- [Report Issues](https://github.com/promptpartner/bexio-mcp-server/issues)

package/dist/tools/payroll/handlers.js

@@ -61,19 +61,19 @@ async function checkPayrollModule(client) {
  * Explains what the module provides and how to enable it.
  */
 function payrollUnavailableError() {
-    return new McpError("BEXIO_API_ERROR", `Payroll module is not enabled for your Bexio account.
-
-The Payroll module provides:
-- Employee management (work contracts, hourly rates)
-- Absence tracking (vacation, sick leave, etc.)
-- Payroll documents (payslips, tax statements)
-
-To enable the Payroll module:
-1. Go to Bexio Settings > Subscriptions
-2. Select a plan that includes Payroll features
-3. Contact Bexio support if you need help choosing the right plan
-
-Note: Payroll features are typically available in Bexio Pro and Enterprise plans.
+    return new McpError("BEXIO_API_ERROR", `Payroll module is not enabled for your Bexio account.
+
+The Payroll module provides:
+- Employee management (work contracts, hourly rates)
+- Absence tracking (vacation, sick leave, etc.)
+- Payroll documents (payslips, tax statements)
+
+To enable the Payroll module:
+1. Go to Bexio Settings > Subscriptions
+2. Select a plan that includes Payroll features
+3. Contact Bexio support if you need help choosing the right plan
+
+Note: Payroll features are typically available in Bexio Pro and Enterprise plans.
 Visit https://www.bexio.com/en/pricing for plan details.`, { module: "payroll", available: false });
 }
 /**

package/dist/ui/ui/contact-card/contact-card.html

@@ -0,0 +1,187 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Contact Card</title>
+  <style>
+    * {
+      box-sizing: border-box;
+      margin: 0;
+      padding: 0;
+    }
+    body {
+      font-family: system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif;
+      line-height: 1.5;
+      color: #1a1a1a;
+      background: #f9fafb;
+      padding: 1.5rem;
+    }
+    .card {
+      max-width: 400px;
+      margin: 0 auto;
+      background: #fff;
+      border-radius: 1rem;
+      box-shadow: 0 4px 6px -1px rgb(0 0 0 / 0.1), 0 2px 4px -2px rgb(0 0 0 / 0.1);
+      overflow: hidden;
+    }
+    .card-header {
+      background: linear-gradient(135deg, #3b82f6 0%, #1d4ed8 100%);
+      color: white;
+      padding: 1.5rem;
+      text-align: center;
+    }
+    .avatar {
+      width: 80px;
+      height: 80px;
+      background: rgba(255, 255, 255, 0.2);
+      border-radius: 50%;
+      display: flex;
+      align-items: center;
+      justify-content: center;
+      margin: 0 auto 1rem;
+      font-size: 2rem;
+      font-weight: 600;
+    }
+    .card-header h1 {
+      font-size: 1.25rem;
+      font-weight: 600;
+      margin-bottom: 0.25rem;
+    }
+    .card-header .company {
+      font-size: 0.875rem;
+      opacity: 0.9;
+    }
+    .card-body {
+      padding: 1.25rem;
+    }
+    .info-section {
+      margin-bottom: 1.25rem;
+    }
+    .info-section:last-child {
+      margin-bottom: 0;
+    }
+    .info-label {
+      font-size: 0.7rem;
+      font-weight: 600;
+      text-transform: uppercase;
+      color: #6b7280;
+      margin-bottom: 0.25rem;
+    }
+    .info-row {
+      display: flex;
+      align-items: center;
+      padding: 0.5rem 0;
+      border-bottom: 1px solid #f3f4f6;
+    }
+    .info-row:last-child {
+      border-bottom: none;
+    }
+    .info-icon {
+      width: 20px;
+      height: 20px;
+      margin-right: 0.75rem;
+      color: #6b7280;
+    }
+    .info-value {
+      color: #374151;
+    }
+    .info-value a {
+      color: #3b82f6;
+      text-decoration: none;
+    }
+    .info-value a:hover {
+      text-decoration: underline;
+    }
+    .address-block {
+      color: #374151;
+      font-size: 0.95rem;
+    }
+    .loading {
+      display: flex;
+      align-items: center;
+      justify-content: center;
+      min-height: 200px;
+      color: #6b7280;
+      background: #fff;
+    }
+    .type-badge {
+      display: inline-block;
+      padding: 0.125rem 0.5rem;
+      border-radius: 9999px;
+      font-size: 0.7rem;
+      font-weight: 600;
+      text-transform: uppercase;
+      margin-top: 0.5rem;
+    }
+    .type-company { background: rgba(255, 255, 255, 0.2); }
+    .type-person { background: rgba(255, 255, 255, 0.2); }
+  </style>
+  <script type="module" crossorigin>import{g as f}from"./app-CW49uSHM.js";const o=document.getElementById("app"),t=new f({name:"Contact Card",version:"1.0.0"});t.ontoolresult=e=>{var n,a;const s=(a=(n=e.content)==null?void 0:n.find(i=>i.type==="text"))==null?void 0:a.text;if(s)try{const i=JSON.parse(s);m(i)}catch{o.innerHTML='<div class="loading">Error parsing contact data</div>'}};t.connect();function c(e,s){return[e,s].filter(Boolean).map(a=>a.charAt(0).toUpperCase()).join("").slice(0,2)||"?"}function h(e){return e?{1:"Switzerland",2:"Germany",3:"Austria",4:"France",5:"Italy",6:"Liechtenstein"}[e]||`Country #${e}`:""}function m(e){const s=[e.name_1,e.name_2].filter(Boolean).join(" "),n=c(e.name_1,e.name_2),a=e.contact_type_id===1,i=a?"Company":"Person",v=a?"type-company":"type-person",l=[e.address,[e.postcode,e.city].filter(Boolean).join(" "),h(e.country_id)].filter(Boolean),r=e.mail||e.phone_fixed||e.phone_mobile||e.fax,d=l.length>0;o.className="card",o.innerHTML=`
+    <div class="card-header">
+      <div class="avatar">${n}</div>
+      <h1>${s}</h1>
+      ${e.url?`<div class="company">${e.url}</div>`:""}
+      <span class="type-badge ${v}">${i}</span>
+    </div>
+    <div class="card-body">
+      ${r?`
+        <div class="info-section">
+          <div class="info-label">Contact Information</div>
+          ${e.mail?`
+            <div class="info-row">
+              <svg class="info-icon" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 8l7.89 5.26a2 2 0 002.22 0L21 8M5 19h14a2 2 0 002-2V7a2 2 0 00-2-2H5a2 2 0 00-2 2v10a2 2 0 002 2z"/>
+              </svg>
+              <span class="info-value"><a href="mailto:${e.mail}">${e.mail}</a></span>
+            </div>
+          `:""}
+          ${e.phone_fixed?`
+            <div class="info-row">
+              <svg class="info-icon" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M3 5a2 2 0 012-2h3.28a1 1 0 01.948.684l1.498 4.493a1 1 0 01-.502 1.21l-2.257 1.13a11.042 11.042 0 005.516 5.516l1.13-2.257a1 1 0 011.21-.502l4.493 1.498a1 1 0 01.684.949V19a2 2 0 01-2 2h-1C9.716 21 3 14.284 3 6V5z"/>
+              </svg>
+              <span class="info-value"><a href="tel:${e.phone_fixed}">${e.phone_fixed}</a></span>
+            </div>
+          `:""}
+          ${e.phone_mobile?`
+            <div class="info-row">
+              <svg class="info-icon" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M12 18h.01M8 21h8a2 2 0 002-2V5a2 2 0 00-2-2H8a2 2 0 00-2 2v14a2 2 0 002 2z"/>
+              </svg>
+              <span class="info-value"><a href="tel:${e.phone_mobile}">${e.phone_mobile}</a></span>
+            </div>
+          `:""}
+          ${e.fax?`
+            <div class="info-row">
+              <svg class="info-icon" fill="none" stroke="currentColor" viewBox="0 0 24 24">
+                <path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 17h2a2 2 0 002-2v-4a2 2 0 00-2-2H5a2 2 0 00-2 2v4a2 2 0 002 2h2m2 4h6a2 2 0 002-2v-4a2 2 0 00-2-2H9a2 2 0 00-2 2v4a2 2 0 002 2zm8-12V5a2 2 0 00-2-2H9a2 2 0 00-2 2v4h10z"/>
+              </svg>
+              <span class="info-value">${e.fax}</span>
+            </div>
+          `:""}
+        </div>
+      `:""}
+
+      ${d?`
+        <div class="info-section">
+          <div class="info-label">Address</div>
+          <div class="address-block">
+            ${l.map(p=>`<div>${p}</div>`).join("")}
+          </div>
+        </div>
+      `:""}
+
+      ${!r&&!d?`
+        <div class="info-section" style="text-align: center; color: #6b7280;">
+          No contact details available
+        </div>
+      `:""}
+    </div>
+  `}</script>
+  <link rel="modulepreload" crossorigin href="../../app-CW49uSHM.js">
+</head>
+<body>
+  <div id="app" class="card loading">Loading contact...</div>
+</body>
+</html>