@sodiumhq/mcp-pm 0.1.0-beta.2592 → 0.1.0-beta.2593

package/dist/index.js

@@ -622,6 +622,20 @@ const client = createClient(createConfig());
 //#endregion
 //#region ../mcp-core/src/generated/sdk.gen.ts
 /**
+* Get BusinessDetails for a client
+*/
+const getBusinessDetailsForClient = (options) => (options.client ?? client).get({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/clients/{client}/businessdetails",
+	...options
+});
+/**
 * List Contacts for Client
 *
 * Lists all Contacts for the specified client.
@@ -638,6 +652,22 @@ const listClientContactsForClient = (options) => (options.client ?? client).get(
 	...options
 });
 /**
+* Get Client Dates
+*
+* Returns all key dates for the specified client
+*/
+const getClientDates = (options) => (options.client ?? client).get({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/clients/{code}/dates",
+	...options
+});
+/**
 * List Client Services for Client
 *
 * Lists all Client Services for the specified client.
@@ -961,6 +991,30 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `list services for client ${clientCode}`);
 		return data;
 	}
+	async getClientBusinessDetails(clientCode) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await getBusinessDetailsForClient({
+			path: {
+				tenant: this.ctx.tenant,
+				client: clientCode
+			},
+			headers: { "X-Correlation-Id": correlationId }
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `get business details for client ${clientCode}`);
+		return data;
+	}
+	async getClientDates(clientCode) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await getClientDates({
+			path: {
+				tenant: this.ctx.tenant,
+				code: clientCode
+			},
+			headers: { "X-Correlation-Id": correlationId }
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `get client dates for ${clientCode}`);
+		return data;
+	}
 	async listUsers(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTenantUsers({
@@ -1228,10 +1282,12 @@ function describeFilters$2(args) {
 //#region ../mcp-core/src/tools/get-client-summary.ts
 const GetClientSummaryInputSchema = { code: z.string().min(1, "Client code is required").describe("The client code (identifier). Usually discovered via list_clients first.") };
 async function handleGetClientSummary(api, { code }) {
-	const [clientResult, contactsResult, servicesResult, overdueResult, upcomingResult] = await Promise.allSettled([
+	const [clientResult, contactsResult, servicesResult, businessResult, datesResult, overdueResult, upcomingResult] = await Promise.allSettled([
 		api.getClient(code),
 		api.listClientContacts(code),
 		api.listClientServices(code),
+		api.getClientBusinessDetails(code),
+		api.getClientDates(code),
 		api.listTasks({
 			client: [code],
 			isOverdue: true,
@@ -1260,11 +1316,15 @@ async function handleGetClientSummary(api, { code }) {
 			client: clientResult.value,
 			contacts: extract(contactsResult),
 			services: extract(servicesResult),
+			businessDetails: businessResult.status === "fulfilled" ? businessResult.value : null,
+			clientDates: datesResult.status === "fulfilled" ? datesResult.value : [],
 			overdueTasks: extract(overdueResult),
 			upcomingTasks: extract(upcomingResult),
 			gaps: [
 				contactsResult.status === "rejected" ? "contacts" : null,
 				servicesResult.status === "rejected" ? "services" : null,
+				businessResult.status === "rejected" ? "business details" : null,
+				datesResult.status === "rejected" ? "key dates" : null,
 				overdueResult.status === "rejected" ? "overdue tasks" : null,
 				upcomingResult.status === "rejected" ? "upcoming tasks" : null
 			].filter((v) => v !== null)
@@ -1276,7 +1336,7 @@ function extract(result) {
 	return result.value.data ?? [];
 }
 function format$1(input) {
-	const { client, contacts, services, overdueTasks, upcomingTasks, gaps } = input;
+	const { client, contacts, services, businessDetails, clientDates, overdueTasks, upcomingTasks, gaps } = input;
 	const lines = [];
 	const name = client.name ?? "(no name)";
 	const code = client.code ?? "(no code)";
@@ -1289,6 +1349,15 @@ function format$1(input) {
 	if (client.manager) lines.push(`Manager: ${client.manager.name} (${client.manager.code})`);
 	if (client.partner) lines.push(`Partner: ${client.partner.name} (${client.partner.code})`);
 	if (client.associate) lines.push(`Associate: ${client.associate.name} (${client.associate.code})`);
+	const businessLines = formatBusinessDetails(businessDetails);
+	if (businessLines.length > 0) lines.push("", "--- Business Details ---", ...businessLines);
+	if (clientDates.length > 0) {
+		lines.push("", `--- Key Dates (${clientDates.length}) ---`);
+		const today = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
+		const upcoming = clientDates.filter((d) => (d.date ?? "") >= today).sort((a, b) => (a.date ?? "").localeCompare(b.date ?? ""));
+		const past = clientDates.filter((d) => (d.date ?? "") < today).sort((a, b) => (b.date ?? "").localeCompare(a.date ?? ""));
+		for (const d of [...upcoming, ...past]) lines.push(formatClientDate(d));
+	}
 	lines.push("", `--- Contacts (${contacts.length}) ---`);
 	if (contacts.length === 0) lines.push("No contacts.");
 	else for (const c of contacts) {
@@ -1327,6 +1396,44 @@ function formatTask$1(t) {
 	const taskCode = t.code ?? "(no code)";
 	return `${t.name ?? "(unnamed)"} (${taskCode})${t.dueDate ? ` — due ${t.dueDate}` : ""}${t.assignedUser?.name ? ` — ${t.assignedUser.name}` : ""}${t.workflow ? ` — workflow ${t.workflowStepsComplete ?? 0}/${t.workflowSteps ?? 0}` : ""}`;
 }
+function formatBusinessDetails(bd) {
+	if (!bd) return [];
+	const out = [];
+	const company = bd.company;
+	if (company?.number) {
+		const status = company.status ? ` · ${company.status}` : "";
+		out.push(`Company number: ${company.number}${status}`);
+	}
+	if (company?.incorporationDate) out.push(`Incorporated: ${company.incorporationDate}`);
+	if (bd.tradingAs) out.push(`Trading as: ${bd.tradingAs}`);
+	if (company?.registeredAddress) out.push(`Registered address: ${company.registeredAddress}`);
+	if (bd.postalAddress && bd.postalAddress !== company?.registeredAddress) out.push(`Postal address: ${bd.postalAddress}`);
+	if (bd.natureOfBusiness) out.push(`Nature of business: ${bd.natureOfBusiness}`);
+	if (bd.vat) if (bd.vat.registered) out.push(`VAT: registered${bd.vat.number ? ` (${bd.vat.number})` : ""}`);
+	else out.push("VAT: not registered");
+	if (bd.utr) out.push(`UTR: ${bd.utr}`);
+	if (bd.payeRef) out.push(`PAYE ref: ${bd.payeRef}`);
+	if (bd.accountsOfficeRef) out.push(`Accounts office ref: ${bd.accountsOfficeRef}`);
+	return out;
+}
+function formatClientDate(d) {
+	return `- ${humanizeDateType(d.dateType ?? "")}: ${d.date ?? "(no date)"}${d.description ? ` — ${d.description}` : ""}`;
+}
+function humanizeDateType(type) {
+	if (!type) return "(unknown)";
+	const words = type.replace(/([a-z])([A-Z])/g, "$1 $2").replace(/([A-Z]+)([A-Z][a-z])/g, "$1 $2").split(" ");
+	const acronyms = new Set([
+		"VAT",
+		"PAYE",
+		"CIS",
+		"UTR"
+	]);
+	return words.map((w, i) => {
+		const upper = w.toUpperCase();
+		if (acronyms.has(upper)) return upper;
+		return i === 0 ? w.charAt(0).toUpperCase() + w.slice(1).toLowerCase() : w.toLowerCase();
+	}).join(" ");
+}
 //#endregion
 //#region ../mcp-core/src/tools/get-task-context.ts
 const GetTaskContextInputSchema = { code: z.string().min(1, "Task code is required").describe("The task code (identifier). Usually discovered via list_tasks first, or supplied directly by the user when they quote a task code.") };
@@ -1716,7 +1823,7 @@ async function buildServer(config) {
 	}, (args) => handleListClients(api, args));
 	server.registerTool("get_client_summary", {
 		title: "Get a full summary of one client",
-		description: "Get a consolidated overview of a single client by code: identity (name, status, type, assignments), all contacts, active services with pricing, overdue task count + top 5, and tasks due in the next 7 days. Use this AFTER list_clients identifies the client of interest, or when the user references a specific client by code. Tolerates partial failures — if one section can't be loaded, the rest is still returned with a note about what's missing.",
+		description: "Get a consolidated overview of a single client by code: identity (name, status, type, assignments), business details (company number, incorporation date, trading name, registered address, VAT status, UTR, PAYE ref), key statutory dates (year-end, accounts due, VAT return due, confirmation statement due, etc. — upcoming first, then past), all contacts, active services with pricing, overdue task count + top 5, and tasks due in the next 7 days. Use this AFTER list_clients identifies the client of interest, or when the user references a specific client by code. Also answers 'when is ACME's year-end?' / 'is ACME VAT registered?' in a single call. Tolerates partial failures — if one section can't be loaded, the rest is still returned with a note about what's missing.",
 		inputSchema: GetClientSummaryInputSchema,
 		annotations: {
 			readOnlyHint: true,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.2592",
+  "version": "0.1.0-beta.2593",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {