@sodiumhq/mcp-pm 0.1.0-beta.2596 → 0.1.0-beta.2600

package/README.md

@@ -1,6 +1,8 @@
 # @sodiumhq/mcp-pm
 
-Model Context Protocol (MCP) server for [Sodium Practice Management](https://sodiumhq.com). Lets AI assistants like Claude Desktop, Claude Code, Cursor, and ChatGPT Desktop interact with your Sodium tenant.
+Model Context Protocol (MCP) server for [Sodium Practice Management](https://sodiumhq.com). Lets AI assistants like Claude Desktop, Claude Code, Cursor, and VS Code interact with your Sodium tenant.
+
+> **Full setup guide and example prompts:** [sodiumhq.com/features/mcp](https://sodiumhq.com/features/mcp)
 
 ## Status
 
@@ -8,13 +10,15 @@ Model Context Protocol (MCP) server for [Sodium Practice Management](https://sod
 
 ## Quick start
 
-### 1. Generate an API key
+### 1. Grab your API key and tenant code
+
+In Sodium, open the **profile menu** (top right) and click **API Keys**. Create a new key and copy it.
 
-In Sodium, go to **Settings → API Keys** and create a new key. Copy it along with your tenant code.
+Your **tenant code** is the subdomain in the URL you use to log in — if you sign in at `acme.sodiumhq.com`, your tenant code is `acme`.
 
 ### 2. Configure your MCP client
 
-**Claude Desktop** (`~/Library/Application Support/Claude/claude_desktop_config.json`):
+**Claude Desktop** — edit `~/Library/Application Support/Claude/claude_desktop_config.json` on Mac, or `%APPDATA%\Claude\claude_desktop_config.json` on Windows:
 
 ```json
 {

package/dist/index.js

@@ -1,4 +1,5 @@
 #!/usr/bin/env node
+import { createRequire } from "node:module";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { randomUUID } from "node:crypto";
@@ -952,14 +953,32 @@ var SodiumApiError = class extends Error {
 		this.name = "SodiumApiError";
 	}
 };
+function sanitizeToken(value) {
+	return value.replace(/[\s()\/]+/g, "-").replace(/[^\w.\-]/g, "") || "unknown";
+}
 var SodiumApiClient = class {
-	constructor(ctx) {
+	serverVersion;
+	mcpClient = null;
+	constructor(ctx, options) {
 		this.ctx = ctx;
+		this.serverVersion = options.serverVersion;
 		client.setConfig({
 			baseUrl: ctx.baseUrl,
-			headers: { "x-api-key": ctx.apiKey }
+			headers: {
+				"x-api-key": ctx.apiKey,
+				"User-Agent": this.buildUserAgent()
+			}
 		});
 	}
+	setMcpClientInfo(info) {
+		this.mcpClient = info;
+		client.setConfig({ headers: { "User-Agent": this.buildUserAgent() } });
+	}
+	buildUserAgent() {
+		const base = `sodiumhq-mcp-pm/${this.serverVersion}`;
+		if (!this.mcpClient) return base;
+		return `${base} (client=${sanitizeToken(this.mcpClient.name)}/${sanitizeToken(this.mcpClient.version)})`;
+	}
 	async getPracticeDetails() {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getPracticeDetails({
@@ -1197,7 +1216,17 @@ async function buildInstructions(api) {
 	]);
 	const now = /* @__PURE__ */ new Date();
 	const lines = [
-		"You are assisting a user of Sodium Practice Management.",
+		"You are assisting a user of Sodium Practice Management — software used by accountancy practices to run their business.",
+		"",
+		"IMPORTANT — who the user is and whose data this is:",
+		"- The user is a member of an accountancy practice (accountant, bookkeeper, partner, or practice staff). They are NEVER the end client.",
+		"- 'Clients' in this system are the businesses and individuals the practice provides services to (accounts, tax, payroll, bookkeeping, advisory, etc.).",
+		"- When the user names an entity (e.g. 'ACME Ltd', 'Greggs Carpentry'), they are almost always referring to one of THEIR CLIENTS — not themselves or their own practice.",
+		"- Tasks, proposals, engagement letters, services and statutory dates in this system describe work the practice does FOR clients.",
+		"",
+		"Always answer from the practice's point of view:",
+		"- For prompts like 'brief me on my call with X' or 'summarise X', produce a practice-side view: what services the practice delivers to X, what work is outstanding, what the user should raise or action with the client.",
+		"- Never frame output as if the named entity is the one being briefed — it is the practice (the user) being briefed ABOUT the client.",
 		"",
 		`Today: ${now.toISOString().slice(0, 10)} (${now.toLocaleDateString("en-GB", { weekday: "long" })})`,
 		`Current UTC time: ${now.toISOString()}`
@@ -2094,7 +2123,7 @@ function describeFilters(args) {
 //#endregion
 //#region ../mcp-core/src/server.ts
 async function buildServer(config) {
-	const api = new SodiumApiClient(config.context);
+	const api = new SodiumApiClient(config.context, { serverVersion: config.serverVersion });
 	const instructions = await buildInstructions(api);
 	const server = new McpServer({
 		name: config.serverName,
@@ -2103,6 +2132,13 @@ async function buildServer(config) {
 		instructions,
 		capabilities: { tools: {} }
 	});
+	server.server.oninitialized = () => {
+		const info = server.server.getClientVersion();
+		if (info?.name && info?.version) api.setMcpClientInfo({
+			name: info.name,
+			version: info.version
+		});
+	};
 	server.registerTool("get_practice_details", {
 		title: "Get practice details",
 		description: "Get a consolidated overview of the practice including name, contact details, client/service/user counts, connections, and settings. Use this when the user asks about their practice, tenant, or wants a summary of their account.",
@@ -2221,7 +2257,7 @@ function loadContext() {
 }
 //#endregion
 //#region src/index.ts
-const VERSION = "0.0.1";
+const VERSION = createRequire(import.meta.url)("../package.json").version;
 async function main() {
 	const context = loadContext();
 	const server = await buildServer({

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.2596",
+  "version": "0.1.0-beta.2600",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {