@pulses/quickbooks-mcp 1.0.0

package/dist/tools/journal-entries.js

@@ -0,0 +1,135 @@
+import { z } from "zod";
+const JournalLineSchema = z.object({
+    posting_type: z.enum(["Debit", "Credit"]).describe("Debit or Credit"),
+    account_id: z.string().describe("Account ref ID"),
+    amount: z.number().describe("Line amount"),
+    description: z.string().optional(),
+    entity_id: z.string().optional().describe("Optional entity (customer/vendor) ref ID"),
+    entity_type: z.enum(["Customer", "Vendor", "Employee"]).optional(),
+});
+const ListJournalEntriesInputSchema = z.object({
+    where: z.string().optional(),
+    order_by: z.string().optional(),
+    start_position: z.number().optional(),
+    max_results: z.number().optional(),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const GetJournalEntryInputSchema = z.object({
+    journal_entry_id: z.string().describe("The journal entry ID"),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const CreateJournalEntryInputSchema = z.object({
+    lines: z.array(JournalLineSchema).min(2).describe("At minimum one debit and one credit line"),
+    txn_date: z.string().optional().describe("Transaction date (YYYY-MM-DD)"),
+    doc_number: z.string().optional(),
+    adjustment: z.boolean().optional().describe("Whether this is an adjustment entry"),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const DeleteJournalEntryInputSchema = z.object({
+    journal_entry_id: z.string(),
+    sync_token: z.string(),
+}).strict();
+function formatJournalEntry(je) {
+    let result = `## Journal Entry ${je.DocNumber || je.Id || ""}\n`;
+    if (je.Id)
+        result += `- **ID:** ${je.Id}\n`;
+    if (je.SyncToken)
+        result += `- **SyncToken:** ${je.SyncToken}\n`;
+    if (je.TxnDate)
+        result += `- **Date:** ${je.TxnDate}\n`;
+    if (je.TotalAmt !== undefined)
+        result += `- **Total:** $${je.TotalAmt}\n`;
+    if (je.Adjustment !== undefined)
+        result += `- **Adjustment:** ${je.Adjustment}\n`;
+    if (je.Line && je.Line.length > 0) {
+        result += `- **Lines:**\n`;
+        for (const line of je.Line) {
+            if (!line.JournalEntryLineDetail)
+                continue;
+            const detail = line.JournalEntryLineDetail;
+            result += `  - ${detail.PostingType} ${detail.AccountRef.name || detail.AccountRef.value}: $${line.Amount}`;
+            if (line.Description)
+                result += ` (${line.Description})`;
+            result += `\n`;
+        }
+    }
+    if (je.MetaData?.CreateTime)
+        result += `- **Created:** ${je.MetaData.CreateTime}\n`;
+    return result;
+}
+export async function qbo_list_journal_entries(client, input) {
+    let query = "SELECT * FROM JournalEntry";
+    if (input.where)
+        query += ` WHERE ${input.where}`;
+    if (input.order_by)
+        query += ` ORDER BY ${input.order_by}`;
+    query += ` STARTPOSITION ${input.start_position || 1}`;
+    query += ` MAXRESULTS ${input.max_results || 100}`;
+    const response = await client.query(query);
+    const entries = response.QueryResponse.JournalEntry || [];
+    if (input.response_format === "json") {
+        return JSON.stringify({ journal_entries: entries, total: response.QueryResponse.totalCount }, null, 2);
+    }
+    let result = `# Journal Entries (${entries.length} results)\n\n`;
+    if (entries.length === 0) {
+        result += "No journal entries found.";
+    }
+    else {
+        for (const je of entries) {
+            result += formatJournalEntry(je) + "\n";
+        }
+    }
+    return result;
+}
+export async function qbo_get_journal_entry(client, input) {
+    const response = await client.get(`/journalentry/${input.journal_entry_id}`);
+    const je = response.JournalEntry;
+    if (input.response_format === "json") {
+        return JSON.stringify(je, null, 2);
+    }
+    return `# Journal Entry\n\n` + formatJournalEntry(je);
+}
+export async function qbo_create_journal_entry(client, input) {
+    const body = {
+        Line: input.lines.map(line => {
+            const l = {
+                Amount: line.amount,
+                DetailType: "JournalEntryLineDetail",
+                JournalEntryLineDetail: {
+                    PostingType: line.posting_type,
+                    AccountRef: { value: line.account_id },
+                    ...(line.entity_id && line.entity_type ? {
+                        Entity: {
+                            EntityRef: { value: line.entity_id },
+                            Type: line.entity_type,
+                        },
+                    } : {}),
+                },
+            };
+            if (line.description)
+                l.Description = line.description;
+            return l;
+        }),
+    };
+    if (input.txn_date)
+        body.TxnDate = input.txn_date;
+    if (input.doc_number)
+        body.DocNumber = input.doc_number;
+    if (input.adjustment !== undefined)
+        body.Adjustment = input.adjustment;
+    const response = await client.post("/journalentry", body);
+    const je = response.JournalEntry;
+    if (input.response_format === "json") {
+        return JSON.stringify(je, null, 2);
+    }
+    return `# Journal Entry Created\n\n` + formatJournalEntry(je);
+}
+export async function qbo_delete_journal_entry(client, input) {
+    await client.delete("journalentry", input.journal_entry_id, input.sync_token);
+    return `Journal entry ${input.journal_entry_id} deleted successfully.`;
+}
+export const ListJournalEntriesInputSchemaExport = ListJournalEntriesInputSchema;
+export const GetJournalEntryInputSchemaExport = GetJournalEntryInputSchema;
+export const CreateJournalEntryInputSchemaExport = CreateJournalEntryInputSchema;
+export const DeleteJournalEntryInputSchemaExport = DeleteJournalEntryInputSchema;
+//# sourceMappingURL=journal-entries.js.map

package/dist/tools/journal-entries.js.map

@@ -0,0 +1 @@
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package/dist/tools/payments.d.ts

@@ -0,0 +1,174 @@
+import { z } from "zod";
+import { QBOClient } from "../client.js";
+declare const ListPaymentsInputSchema: z.ZodObject<{
+    where: z.ZodOptional<z.ZodString>;
+    order_by: z.ZodOptional<z.ZodString>;
+    start_position: z.ZodOptional<z.ZodNumber>;
+    max_results: z.ZodOptional<z.ZodNumber>;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    where?: string | undefined;
+    order_by?: string | undefined;
+    start_position?: number | undefined;
+    max_results?: number | undefined;
+}, {
+    response_format?: "json" | "markdown" | undefined;
+    where?: string | undefined;
+    order_by?: string | undefined;
+    start_position?: number | undefined;
+    max_results?: number | undefined;
+}>;
+declare const GetPaymentInputSchema: z.ZodObject<{
+    payment_id: z.ZodString;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    payment_id: string;
+}, {
+    payment_id: string;
+    response_format?: "json" | "markdown" | undefined;
+}>;
+declare const CreatePaymentInputSchema: z.ZodObject<{
+    customer_id: z.ZodString;
+    total_amount: z.ZodNumber;
+    txn_date: z.ZodOptional<z.ZodString>;
+    linked_transactions: z.ZodOptional<z.ZodArray<z.ZodObject<{
+        txn_id: z.ZodString;
+        txn_type: z.ZodString;
+        amount: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }, {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }>, "many">>;
+    deposit_to_account_id: z.ZodOptional<z.ZodString>;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    customer_id: string;
+    total_amount: number;
+    txn_date?: string | undefined;
+    linked_transactions?: {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }[] | undefined;
+    deposit_to_account_id?: string | undefined;
+}, {
+    customer_id: string;
+    total_amount: number;
+    response_format?: "json" | "markdown" | undefined;
+    txn_date?: string | undefined;
+    linked_transactions?: {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }[] | undefined;
+    deposit_to_account_id?: string | undefined;
+}>;
+declare const DeletePaymentInputSchema: z.ZodObject<{
+    payment_id: z.ZodString;
+    sync_token: z.ZodString;
+}, "strict", z.ZodTypeAny, {
+    sync_token: string;
+    payment_id: string;
+}, {
+    sync_token: string;
+    payment_id: string;
+}>;
+export type ListPaymentsInput = z.infer<typeof ListPaymentsInputSchema>;
+export type GetPaymentInput = z.infer<typeof GetPaymentInputSchema>;
+export type CreatePaymentInput = z.infer<typeof CreatePaymentInputSchema>;
+export type DeletePaymentInput = z.infer<typeof DeletePaymentInputSchema>;
+export declare function qbo_list_payments(client: QBOClient, input: ListPaymentsInput): Promise<string>;
+export declare function qbo_get_payment(client: QBOClient, input: GetPaymentInput): Promise<string>;
+export declare function qbo_create_payment(client: QBOClient, input: CreatePaymentInput): Promise<string>;
+export declare function qbo_delete_payment(client: QBOClient, input: DeletePaymentInput): Promise<string>;
+export declare const ListPaymentsInputSchemaExport: z.ZodObject<{
+    where: z.ZodOptional<z.ZodString>;
+    order_by: z.ZodOptional<z.ZodString>;
+    start_position: z.ZodOptional<z.ZodNumber>;
+    max_results: z.ZodOptional<z.ZodNumber>;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    where?: string | undefined;
+    order_by?: string | undefined;
+    start_position?: number | undefined;
+    max_results?: number | undefined;
+}, {
+    response_format?: "json" | "markdown" | undefined;
+    where?: string | undefined;
+    order_by?: string | undefined;
+    start_position?: number | undefined;
+    max_results?: number | undefined;
+}>;
+export declare const GetPaymentInputSchemaExport: z.ZodObject<{
+    payment_id: z.ZodString;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    payment_id: string;
+}, {
+    payment_id: string;
+    response_format?: "json" | "markdown" | undefined;
+}>;
+export declare const CreatePaymentInputSchemaExport: z.ZodObject<{
+    customer_id: z.ZodString;
+    total_amount: z.ZodNumber;
+    txn_date: z.ZodOptional<z.ZodString>;
+    linked_transactions: z.ZodOptional<z.ZodArray<z.ZodObject<{
+        txn_id: z.ZodString;
+        txn_type: z.ZodString;
+        amount: z.ZodNumber;
+    }, "strip", z.ZodTypeAny, {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }, {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }>, "many">>;
+    deposit_to_account_id: z.ZodOptional<z.ZodString>;
+    response_format: z.ZodDefault<z.ZodEnum<["json", "markdown"]>>;
+}, "strict", z.ZodTypeAny, {
+    response_format: "json" | "markdown";
+    customer_id: string;
+    total_amount: number;
+    txn_date?: string | undefined;
+    linked_transactions?: {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }[] | undefined;
+    deposit_to_account_id?: string | undefined;
+}, {
+    customer_id: string;
+    total_amount: number;
+    response_format?: "json" | "markdown" | undefined;
+    txn_date?: string | undefined;
+    linked_transactions?: {
+        amount: number;
+        txn_id: string;
+        txn_type: string;
+    }[] | undefined;
+    deposit_to_account_id?: string | undefined;
+}>;
+export declare const DeletePaymentInputSchemaExport: z.ZodObject<{
+    payment_id: z.ZodString;
+    sync_token: z.ZodString;
+}, "strict", z.ZodTypeAny, {
+    sync_token: string;
+    payment_id: string;
+}, {
+    sync_token: string;
+    payment_id: string;
+}>;
+export {};
+//# sourceMappingURL=payments.d.ts.map

package/dist/tools/payments.d.ts.map

@@ -0,0 +1 @@
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package/dist/tools/payments.js

@@ -0,0 +1,120 @@
+import { z } from "zod";
+const LinkedTxnSchema = z.object({
+    txn_id: z.string().describe("Transaction ID to link (e.g. invoice ID)"),
+    txn_type: z.string().describe("Transaction type (e.g. 'Invoice')"),
+    amount: z.number().describe("Amount applied to this transaction"),
+});
+const ListPaymentsInputSchema = z.object({
+    where: z.string().optional().describe("WHERE clause filter"),
+    order_by: z.string().optional(),
+    start_position: z.number().optional(),
+    max_results: z.number().optional(),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const GetPaymentInputSchema = z.object({
+    payment_id: z.string().describe("The payment ID"),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const CreatePaymentInputSchema = z.object({
+    customer_id: z.string().describe("Customer reference ID"),
+    total_amount: z.number().describe("Total payment amount"),
+    txn_date: z.string().optional().describe("Payment date (YYYY-MM-DD)"),
+    linked_transactions: z.array(LinkedTxnSchema).optional().describe("Link payment to invoices"),
+    deposit_to_account_id: z.string().optional().describe("Deposit to account reference ID"),
+    response_format: z.enum(["json", "markdown"]).default("markdown"),
+}).strict();
+const DeletePaymentInputSchema = z.object({
+    payment_id: z.string().describe("The payment ID"),
+    sync_token: z.string().describe("SyncToken from the current payment record"),
+}).strict();
+function formatPayment(p) {
+    let result = `## Payment ${p.Id || ""}\n`;
+    if (p.Id)
+        result += `- **ID:** ${p.Id}\n`;
+    if (p.SyncToken)
+        result += `- **SyncToken:** ${p.SyncToken}\n`;
+    if (p.CustomerRef)
+        result += `- **Customer:** ${p.CustomerRef.name || p.CustomerRef.value}\n`;
+    if (p.TotalAmt !== undefined)
+        result += `- **Amount:** $${p.TotalAmt}\n`;
+    if (p.TxnDate)
+        result += `- **Date:** ${p.TxnDate}\n`;
+    if (p.CurrencyRef)
+        result += `- **Currency:** ${p.CurrencyRef.value}\n`;
+    if (p.DepositToAccountRef)
+        result += `- **Deposit To:** ${p.DepositToAccountRef.name || p.DepositToAccountRef.value}\n`;
+    if (p.Line && p.Line.length > 0) {
+        result += `- **Applied To:**\n`;
+        for (const line of p.Line) {
+            for (const txn of line.LinkedTxn) {
+                result += `  - ${txn.TxnType} #${txn.TxnId}: $${line.Amount}\n`;
+            }
+        }
+    }
+    if (p.MetaData?.CreateTime)
+        result += `- **Created:** ${p.MetaData.CreateTime}\n`;
+    return result;
+}
+export async function qbo_list_payments(client, input) {
+    let query = "SELECT * FROM Payment";
+    if (input.where)
+        query += ` WHERE ${input.where}`;
+    if (input.order_by)
+        query += ` ORDER BY ${input.order_by}`;
+    query += ` STARTPOSITION ${input.start_position || 1}`;
+    query += ` MAXRESULTS ${input.max_results || 100}`;
+    const response = await client.query(query);
+    const payments = response.QueryResponse.Payment || [];
+    if (input.response_format === "json") {
+        return JSON.stringify({ payments, total: response.QueryResponse.totalCount }, null, 2);
+    }
+    let result = `# Payments (${payments.length} results)\n\n`;
+    if (payments.length === 0) {
+        result += "No payments found.";
+    }
+    else {
+        for (const p of payments) {
+            result += formatPayment(p) + "\n";
+        }
+    }
+    return result;
+}
+export async function qbo_get_payment(client, input) {
+    const response = await client.get(`/payment/${input.payment_id}`);
+    const p = response.Payment;
+    if (input.response_format === "json") {
+        return JSON.stringify(p, null, 2);
+    }
+    return `# Payment\n\n` + formatPayment(p);
+}
+export async function qbo_create_payment(client, input) {
+    const body = {
+        CustomerRef: { value: input.customer_id },
+        TotalAmt: input.total_amount,
+    };
+    if (input.txn_date)
+        body.TxnDate = input.txn_date;
+    if (input.deposit_to_account_id)
+        body.DepositToAccountRef = { value: input.deposit_to_account_id };
+    if (input.linked_transactions) {
+        body.Line = input.linked_transactions.map(lt => ({
+            Amount: lt.amount,
+            LinkedTxn: [{ TxnId: lt.txn_id, TxnType: lt.txn_type }],
+        }));
+    }
+    const response = await client.post("/payment", body);
+    const p = response.Payment;
+    if (input.response_format === "json") {
+        return JSON.stringify(p, null, 2);
+    }
+    return `# Payment Created\n\n` + formatPayment(p);
+}
+export async function qbo_delete_payment(client, input) {
+    await client.delete("payment", input.payment_id, input.sync_token);
+    return `Payment ${input.payment_id} deleted successfully.`;
+}
+export const ListPaymentsInputSchemaExport = ListPaymentsInputSchema;
+export const GetPaymentInputSchemaExport = GetPaymentInputSchema;
+export const CreatePaymentInputSchemaExport = CreatePaymentInputSchema;
+export const DeletePaymentInputSchemaExport = DeletePaymentInputSchema;
+//# sourceMappingURL=payments.js.map

package/dist/tools/payments.js.map

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