@sodiumhq/mcp-pm 0.1.0-beta.2771 → 0.1.0-beta.2774

package/dist/index.js

@@ -829,6 +829,26 @@ const listContacts = (options) => (options.client ?? client).get({
 	...options
 });
 /**
+* Create Contact
+*
+* Creates a new Contact for the specified tenant.
+*/
+const createContact = (options) => (options.client ?? client).post({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/contacts",
+	...options,
+	headers: {
+		"Content-Type": "application/json",
+		...options.headers
+	}
+});
+/**
 * Get Contact
 *
 * Gets a Contact for the specified tenant.
@@ -1576,6 +1596,16 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `get contact ${code}`);
 		return data;
 	}
+	async createContact(body) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await createContact({
+			path: { tenant: this.ctx.tenant },
+			body,
+			headers: { "X-Correlation-Id": correlationId }
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "create contact");
+		return data;
+	}
 	async updateContact(code, body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateContact({
@@ -1596,6 +1626,15 @@ var SodiumApiClient = class {
 			const obj = error;
 			const detail = obj.detail ?? obj.message;
 			if (typeof detail === "string") message = `${detail} (HTTP ${status}, ${operation})`;
+			const errors = obj.errors;
+			if (errors && typeof errors === "object" && !Array.isArray(errors)) {
+				const fieldLines = [];
+				for (const [field, msgs] of Object.entries(errors)) {
+					const msgList = Array.isArray(msgs) ? msgs.join("; ") : String(msgs);
+					fieldLines.push(`  ${field}: ${msgList}`);
+				}
+				if (fieldLines.length > 0) message += `\nField errors:\n${fieldLines.join("\n")}`;
+			}
 		} else if (typeof error === "string") message = error;
 		return new SodiumApiError(message, status, correlationId);
 	}
@@ -2971,6 +3010,85 @@ async function handleCreateClient(api, args) {
 	}
 }
 //#endregion
+//#region ../mcp-core/src/tools/create-contact.ts
+const CreateContactInputSchema = {
+	lastName: z.string().min(1, "Last name is required").describe("The contact's last name (required)."),
+	title: z.string().nullable().optional().describe("Title (e.g. Mr, Mrs, Dr)."),
+	firstName: z.string().nullable().optional().describe("First name."),
+	middleName: z.string().nullable().optional().describe("Middle name."),
+	email: z.string().nullable().optional().describe("Email address."),
+	phone: z.string().nullable().optional().describe("Landline phone number."),
+	mobile: z.string().nullable().optional().describe("Mobile phone number."),
+	dateOfBirth: z.string().nullable().optional().describe("Date of birth in ISO 8601 format (e.g. '1985-03-15')."),
+	utr: z.string().nullable().optional().describe("Self Assessment UTR."),
+	niNumber: z.string().nullable().optional().describe("National Insurance Number."),
+	address: z.string().nullable().optional().describe("Contact address.")
+};
+async function handleCreateContact(api, args) {
+	try {
+		const created = await api.createContact(args);
+		const lines = [`Created contact: ${[created.firstName, created.lastName].filter(Boolean).join(" ") || "(no name)"} (${created.code ?? "(no code)"})`];
+		if (created.email) lines.push(`Email: ${created.email}`);
+		if (created.phone) lines.push(`Phone: ${created.phone}`);
+		if (created.mobile) lines.push(`Mobile: ${created.mobile}`);
+		return { content: [{
+			type: "text",
+			text: lines.join("\n")
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error creating contact: ${error.message} (correlation: ${error.correlationId})` : `Error creating contact: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
+//#region ../mcp-core/src/tools/get-contact.ts
+const GetContactInputSchema = { contactCode: z.string().min(1, "Contact code is required").describe("The contact code (identifier). Discoverable via list_contacts or the contacts section of get_client_summary.") };
+async function handleGetContact(api, args) {
+	try {
+		const c = await api.getContact(args.contactCode);
+		const lines = [];
+		const name = [
+			c.title,
+			c.firstName,
+			c.middleName,
+			c.lastName
+		].filter(Boolean).join(" ") || "(no name)";
+		lines.push(`Contact: ${name} (${c.code ?? args.contactCode})`);
+		if (c.email) lines.push(`Email: ${c.email}`);
+		if (c.phone) lines.push(`Phone: ${c.phone}`);
+		if (c.mobile) lines.push(`Mobile: ${c.mobile}`);
+		if (c.address) lines.push(`Address: ${c.address}`);
+		if (c.dateOfBirth) lines.push(`Date of birth: ${c.dateOfBirth}`);
+		if (c.nationality) lines.push(`Nationality: ${c.nationality}`);
+		if (c.maritalStatus) lines.push(`Marital status: ${c.maritalStatus}`);
+		if (c.utr) lines.push(`UTR: ${c.utr}`);
+		if (c.niNumber) lines.push(`NI number: ${c.niNumber}`);
+		if (c.personalCode) lines.push(`Companies House person code: ${c.personalCode}`);
+		if (c.isDeceased) lines.push(`Deceased: yes${c.deceasedDate ? ` (${c.deceasedDate})` : ""}`);
+		if (c.clientCount !== void 0) lines.push(`Linked to ${c.clientCount} client(s)`);
+		if (c.client) lines.push(`Primary client: ${c.client.name} (${c.client.code})`);
+		if (c.individualClient) lines.push(`Individual client record: ${c.individualClient.name} (${c.individualClient.code})`);
+		if (c.portalUser) lines.push(`Portal user: ${c.portalUser.name} (${c.portalUser.code})`);
+		return { content: [{
+			type: "text",
+			text: lines.join("\n")
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error getting contact: ${error.message} (correlation: ${error.correlationId})` : `Error getting contact: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
 //#region ../mcp-core/src/tools/list-client-notes.ts
 const sortFieldEnum$1 = z.enum(["Date", "UpdatedDate"]);
 const ListClientNotesInputSchema = {
@@ -3350,6 +3468,16 @@ async function buildServer(config) {
 			openWorldHint: true
 		}
 	}, (args) => handleListContacts(api, args));
+	server.registerTool("get_contact", {
+		title: "Get full details of a contact",
+		description: "Get all fields for a single contact by code: name, title, email, phone, mobile, address, date of birth, nationality, marital status, UTR, NI number, Companies House person code, deceased status, linked clients, and portal user. Use after list_contacts identifies the contact of interest, or when the user asks for details about a specific contact. Also useful before update_contact to see current values.",
+		inputSchema: GetContactInputSchema,
+		annotations: {
+			readOnlyHint: true,
+			idempotentHint: true,
+			openWorldHint: true
+		}
+	}, (args) => handleGetContact(api, args));
 	registerWriteTool(server, config.context, "add_task_note", {
 		title: "Add a note to a task",
 		description: "Create a new note on a task. Additive — does not modify or delete existing notes. The note is attributed to the authenticated API user (the current practice member) and timestamped to 'now'. Use this when the user asks you to capture something on a task: 'add a note on the Greggs year-end task that we're waiting on the rental schedule', 'log on the task that I called John today and got voicemail'. Notes can be pinned; only pin when the user explicitly asks for it. The user can always edit or delete notes in the Sodium UI if the wording isn't right.",
@@ -3405,6 +3533,17 @@ async function buildServer(config) {
 			openWorldHint: true
 		}
 	}, (args) => handleUpdateContact(api, args));
+	registerWriteTool(server, config.context, "create_contact", {
+		title: "Create a new contact",
+		description: "Create a new contact record. Requires at least a last name. Optionally set title, first name, email, phone, mobile, date of birth, UTR, NI number, and address. The contact code is auto-generated. Use when the user says 'add a contact', 'create contact John Smith', 'add a new director for ACME'. Note: this creates the contact record only — to link it to a client, use the Sodium web UI.",
+		inputSchema: CreateContactInputSchema,
+		annotations: {
+			readOnlyHint: false,
+			destructiveHint: false,
+			idempotentHint: false,
+			openWorldHint: true
+		}
+	}, (args) => handleCreateContact(api, args));
 	return server;
 }
 //#endregion

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.2771",
+  "version": "0.1.0-beta.2774",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {