@sodiumhq/mcp-pm 0.1.0-beta.2772 → 0.1.0-beta.2778

package/dist/index.js

@@ -654,6 +654,26 @@ const listClientContactsForClient = (options) => (options.client ?? client).get(
 	...options
 });
 /**
+* Create Contact for Client
+*
+* Creates a client-contact relationship. If Contact.Code is provided and matches an existing contact, that contact will be linked to this client. If Contact.Code is not provided (or empty), a new Contact will be created using the provided contact details (FirstName, LastName, Email, etc.) and then linked to this client.
+*/
+const createContactForClient = (options) => (options.client ?? client).post({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/clients/{client}/clientcontact",
+	...options,
+	headers: {
+		"Content-Type": "application/json",
+		...options.headers
+	}
+});
+/**
 * Get Custom Field Values
 *
 * Returns field code and value pairs for the specified client. Use the custom field definitions endpoint to retrieve data types, labels, and allowed options.
@@ -724,7 +744,7 @@ const listClientNotesForClient = (options) => (options.client ?? client).get({
 /**
 * Create Note for Client
 *
-* Creates a new Note for the specified client.
+* Creates a new note for the specified client. If NoteFromUserCode is not provided, it defaults to the authenticated user.
 */
 const createClientNoteForClient = (options) => (options.client ?? client).post({
 	security: [{
@@ -829,6 +849,26 @@ 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.
@@ -1483,6 +1523,19 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "create client");
 		return data;
 	}
+	async linkContactToClient(clientCode, body) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await createContactForClient({
+			path: {
+				tenant: this.ctx.tenant,
+				client: clientCode
+			},
+			body,
+			headers: { "X-Correlation-Id": correlationId }
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `link contact to client ${clientCode}`);
+		return data;
+	}
 	async listClientNotes(clientCode, query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClientNotesForClient({
@@ -1576,6 +1629,16 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `get contact ${code}`);
 		return data;
 	}
+	async createContact(body) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await createContact({
+			path: { tenant: this.ctx.tenant },
+			body,
+			headers: { "X-Correlation-Id": correlationId }
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "create contact");
+		return data;
+	}
 	async updateContact(code, body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateContact({
@@ -1596,6 +1659,15 @@ var SodiumApiClient = class {
 			const obj = error;
 			const detail = obj.detail ?? obj.message;
 			if (typeof detail === "string") message = `${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);
 	}
@@ -2741,11 +2813,9 @@ const AddClientNoteInputSchema = {
 };
 async function handleAddClientNote(api, args) {
 	try {
-		const user = await api.getCurrentUser();
 		const note = await api.createClientNote(args.clientCode, {
 			text: args.text,
 			date: (/* @__PURE__ */ new Date()).toISOString(),
-			noteFromUserCode: user.code ?? "",
 			pinnedLevel: args.pinnedLevel ?? 0
 		});
 		return { content: [{
@@ -2971,6 +3041,81 @@ 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/link-contact-to-client.ts
+const contactTypeEnum = z.enum([
+	"Main",
+	"Billing",
+	"Payroll",
+	"Accounts",
+	"Director",
+	"Psc"
+]);
+const LinkContactToClientInputSchema = {
+	clientCode: z.string().min(1, "Client code is required").describe("The client code to link the contact to. Discoverable via list_clients or get_client_summary."),
+	contactCode: z.string().min(1, "Contact code is required").describe("The code of an existing contact to link. Discoverable via list_contacts or get_contact."),
+	types: z.array(contactTypeEnum).min(1, "At least one contact type is required").describe("The type(s) of this contact relationship. Main = primary contact, Billing = billing/invoicing, Payroll = payroll, Accounts = accounts, Director = company director, Psc = person with significant control. A contact can have multiple types (e.g. ['Main', 'Director'])."),
+	role: z.string().nullable().optional().describe("Free-text role description (e.g. 'Managing Director', 'Company Secretary').")
+};
+async function handleLinkContactToClient(api, args) {
+	try {
+		const result = await api.linkContactToClient(args.clientCode, {
+			contact: { code: args.contactCode },
+			types: args.types,
+			role: args.role
+		});
+		const contactName = result.contact ? [result.contact.firstName, result.contact.lastName].filter(Boolean).join(" ") : args.contactCode;
+		const types = result.types?.join(", ") ?? args.types.join(", ");
+		return { content: [{
+			type: "text",
+			text: `Linked contact ${contactName} (${args.contactCode}) to client ${args.clientCode} as ${types}.`
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error linking contact to client: ${error.message} (correlation: ${error.correlationId})` : `Error linking contact to client: ${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) {
@@ -3458,6 +3603,28 @@ 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));
+	registerWriteTool(server, config.context, "link_contact_to_client", {
+		title: "Link an existing contact to a client",
+		description: "Link an existing contact to a client with one or more relationship types (Main, Billing, Payroll, Accounts, Director, Psc). Optionally set a free-text role (e.g. 'Managing Director'). The contact must already exist — use create_contact first if needed, then link with this tool. Use when the user says 'add John as a director on ACME', 'link contact CON-001 to client CLI-002 as the main contact'.",
+		inputSchema: LinkContactToClientInputSchema,
+		annotations: {
+			readOnlyHint: false,
+			destructiveHint: false,
+			idempotentHint: false,
+			openWorldHint: true
+		}
+	}, (args) => handleLinkContactToClient(api, args));
 	return server;
 }
 //#endregion

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.2772",
+  "version": "0.1.0-beta.2778",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {