@sodiumhq/mcp-pm 0.1.0-beta.2749 → 0.1.0-beta.2765

package/README.md

@@ -60,6 +60,7 @@ Only enable write mode with an AI client you trust — it hands the client the a
 
 **Practice**
 - **`get_practice_details`** — consolidated practice overview (counts, connections, settings)
+- **`whoami`** — show the authenticated user (name, email, code), tenant (name, code, status), and practice name. Useful for verifying which account is connected.
 
 **Clients**
 - **`list_clients`** — list and filter clients by search, status, type, assignee, services, saved filters

package/dist/index.js

@@ -1410,8 +1410,11 @@ var SodiumApiClient = class {
 	toError(response, error, correlationId, operation) {
 		const status = response.status;
 		let message = `Failed to ${operation} (HTTP ${status})`;
-		if (error && typeof error === "object" && "message" in error) message = String(error.message);
-		else if (typeof error === "string") message = error;
+		if (error && typeof error === "object") {
+			const obj = error;
+			const detail = obj.detail ?? obj.message;
+			if (typeof detail === "string") message = `${detail} (HTTP ${status}, ${operation})`;
+		} else if (typeof error === "string") message = error;
 		return new SodiumApiError(message, status, correlationId);
 	}
 };
@@ -1678,7 +1681,7 @@ async function handleGetClientSummary(api, { code }) {
 				datesResult.status === "rejected" ? "key dates" : null,
 				overdueResult.status === "rejected" ? "overdue tasks" : null,
 				upcomingResult.status === "rejected" ? "upcoming tasks" : null,
-				!customFieldsAvailable ? "custom fields" : null
+				!customFieldsAvailable ? `custom fields (${gapReason(customFieldDefsResult, customFieldValsResult)})` : null
 			].filter((v) => v !== null)
 		})
 	}] };
@@ -1783,6 +1786,15 @@ function formatBusinessDetails(bd) {
 function formatClientDate(d) {
 	return `- ${humanizeDateType(d.dateType ?? "")}: ${d.date ?? "(no date)"}${d.description ? ` — ${d.description}` : ""}`;
 }
+function gapReason(...results) {
+	for (const r of results) if (r.status === "rejected") {
+		const err = r.reason;
+		if (err instanceof SodiumApiError) return `${err.statusCode ?? "?"}: ${err.message}`;
+		if (err instanceof Error) return err.message;
+		return String(err);
+	}
+	return "unknown";
+}
 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(" ");
@@ -2683,6 +2695,70 @@ function validateFieldValue(def, value) {
 	}
 }
 //#endregion
+//#region ../mcp-core/src/tools/whoami.ts
+async function handleWhoami(api) {
+	try {
+		const [userResult, tenantResult, practiceResult] = await Promise.allSettled([
+			api.getCurrentUser(),
+			api.getTenantDetails(),
+			api.getPracticeDetails()
+		]);
+		const lines = [];
+		if (userResult.status === "fulfilled") {
+			const u = userResult.value;
+			lines.push("--- User ---");
+			lines.push(`Name: ${u.fullName ?? "(not set)"}`);
+			lines.push(`Email: ${u.email ?? "(not set)"}`);
+			lines.push(`Code: ${u.code ?? "(not set)"}`);
+			lines.push(`Email verified: ${u.isEmailVerified ? "yes" : "no"}`);
+			lines.push(`Auth provider: ${u.authProvider ?? "(not set)"}`);
+			if (u.isSuperAdmin) lines.push("Super admin: yes");
+			if (u.isSupportAgent) lines.push("Support agent: yes");
+		} else {
+			lines.push("--- User ---");
+			lines.push(`Error: ${formatError(userResult.reason)}`);
+		}
+		if (tenantResult.status === "fulfilled") {
+			const t = tenantResult.value;
+			lines.push("", "--- Tenant ---");
+			lines.push(`Name: ${t.name ?? "(not set)"}`);
+			lines.push(`Code: ${t.code ?? "(not set)"}`);
+			lines.push(`Status: ${t.status ?? "(unknown)"}`);
+			if (t.activeClientCount !== void 0) lines.push(`Active clients: ${t.activeClientCount}`);
+		} else {
+			lines.push("", "--- Tenant ---");
+			lines.push(`Error: ${formatError(tenantResult.reason)}`);
+		}
+		if (practiceResult.status === "fulfilled") {
+			const p = practiceResult.value;
+			lines.push("", "--- Practice ---");
+			lines.push(`Name: ${p.name ?? "(not set)"}`);
+			if (p.email) lines.push(`Email: ${p.email}`);
+			if (p.website) lines.push(`Website: ${p.website}`);
+		} else {
+			lines.push("", "--- Practice ---");
+			lines.push(`Error: ${formatError(practiceResult.reason)}`);
+		}
+		return { content: [{
+			type: "text",
+			text: lines.join("\n")
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error: ${error.message} (correlation: ${error.correlationId})` : `Error: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+function formatError(err) {
+	if (err instanceof SodiumApiError) return `${err.statusCode ?? "?"}: ${err.message}`;
+	if (err instanceof Error) return err.message;
+	return String(err);
+}
+//#endregion
 //#region ../mcp-core/src/server.ts
 function registerWriteTool(server, ctx, name, config, cb) {
 	if (!ctx.writesEnabled) return;
@@ -2724,6 +2800,16 @@ async function buildServer(config) {
 			openWorldHint: true
 		}
 	}, () => handleGetPracticeDetails(api));
+	server.registerTool("whoami", {
+		title: "Show current user and tenant info",
+		description: "Returns the identity of the authenticated API key user (name, email, code), the tenant they belong to (name, code, status, package), and the practice name. Use this when the user asks 'who am I?', 'which tenant am I connected to?', 'what account is this?', or when debugging authentication/permission issues.",
+		inputSchema: {},
+		annotations: {
+			readOnlyHint: true,
+			idempotentHint: true,
+			openWorldHint: true
+		}
+	}, () => handleWhoami(api));
 	server.registerTool("list_clients", {
 		title: "List / search / filter clients",
 		description: "List clients with any combination of: search (code/name/internal reference, 3+ chars), status (Active/Inactive/Prospect/LostProspect), type (PrivateLimitedCompany/PublicLimitedCompany/LimitedLiabilityPartnership/Partnership/Individual/Trust/Charity/SoleTrader), manager/partner/associate user codes, service codes, a saved filter code, sort, and pagination. Use search for 'find ACME'-style queries. Use type for 'list limited companies' (pass PrivateLimitedCompany + PublicLimitedCompany). Use status: ['Active'] to exclude prospects/inactive. Returns up to 50 clients per page — paginate via offset for more. For 'how many X?' questions, pass limit=0 to get just the total count without fetching any client data. Follow up with get_client_summary for full detail on a specific client.",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.2749",
+  "version": "0.1.0-beta.2765",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {