@sodiumhq/mcp-pm 0.1.0-beta.4441 → 0.1.0-beta.4445

package/README.md

@@ -62,6 +62,8 @@ Only enable write mode with an AI client you trust — it hands the client the a
 - **`get_practice_dashboard`** — one-call "state of the practice right now": overdue/blocked/due-soon work, what clients are sitting on, unassigned steps, unbilled time, open proposal pipeline. *"Give me my morning briefing."*
 - **`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.
+- **`list_practices`** — list the practices you belong to, marking the active one. *"Which practices can I access?"*
+- **`set_active_practice`** — choose which practice to work in, or switch mid-session. *"Switch to Oceans."* Needed when you belong to more than one practice.
 
 **Clients**
 - **`list_clients`** — list and filter clients by search, status, type, assignee, services, saved filters

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-CTHTAM7g.mjs";
+import { t as buildServer } from "./src-BRf2g74U.mjs";
 import { createRequire } from "node:module";
 import { createHash, randomUUID } from "node:crypto";
 import { createServer } from "node:http";
@@ -195,7 +195,6 @@ async function createSession(req) {
 	}
 	const tenantHeader = req.headers["x-sodium-tenant"];
 	const tenant = (Array.isArray(tenantHeader) ? tenantHeader[0] : tenantHeader) ?? process.env.SODIUM_TENANT;
-	if (!tenant) throw new HttpError(400, "x-sodium-tenant header is required (or set SODIUM_TENANT).");
 	const server = await buildServer({
 		context: {
 			bearerToken: apiToken,

package/dist/index.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-CTHTAM7g.mjs";
+import { t as buildServer } from "./src-BRf2g74U.mjs";
 import { createRequire } from "node:module";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
 import { parseArgs } from "node:util";

package/dist/{src-CTHTAM7g.mjs → src-BRf2g74U.mjs}

@@ -2055,6 +2055,22 @@ const listTeams = (options) => (options.client ?? client).get({
 	...options
 });
 /**
+* List Tenants
+*
+* Returns a list of all tenants that the authenticated user is a member of.
+*/
+const listTenants = (options) => (options?.client ?? client).get({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants",
+	...options
+});
+/**
 * Get Tenant
 *
 * Retrieves the details of a tenant using its Code identifier.
@@ -2203,9 +2219,11 @@ var SodiumApiClient = class {
 	serverVersion;
 	mcpClient = null;
 	http;
+	activeTenant;
 	constructor(ctx, options) {
 		this.ctx = ctx;
 		this.serverVersion = options.serverVersion;
+		this.activeTenant = ctx.tenant ?? "";
 		this.http = createClient$1(createConfig({
 			baseUrl: ctx.baseUrl,
 			headers: {
@@ -2214,6 +2232,28 @@ var SodiumApiClient = class {
 			}
 		}));
 	}
+	get tenant() {
+		if (!this.activeTenant) throw new Error("No practice selected. Call set_active_practice with a code from list_practices first.");
+		return this.activeTenant;
+	}
+	hasActiveTenant() {
+		return this.activeTenant.length > 0;
+	}
+	getActiveTenant() {
+		return this.activeTenant;
+	}
+	setActiveTenant(code) {
+		this.activeTenant = code;
+	}
+	async listTenants() {
+		const correlationId = randomUUID();
+		const { data, error, response } = await listTenants({
+			headers: { "X-Correlation-Id": correlationId },
+			client: this.http
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "list practices");
+		return data;
+	}
 	buildAuthHeader() {
 		if (this.ctx.bearerToken) return { Authorization: `Bearer ${this.ctx.bearerToken}` };
 		if (this.ctx.apiKey) return { "x-api-key": this.ctx.apiKey };
@@ -2231,7 +2271,7 @@ var SodiumApiClient = class {
 	async getPracticeDetails() {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getPracticeDetails({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
 		});
@@ -2241,7 +2281,7 @@ var SodiumApiClient = class {
 	async getTenantDetails() {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getTenantByCode({
-			path: { code: this.ctx.tenant },
+			path: { code: this.tenant },
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
 		});
@@ -2260,7 +2300,7 @@ var SodiumApiClient = class {
 	async listClients(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClients({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2276,7 +2316,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2289,7 +2329,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClientContactsForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			query: {
@@ -2306,7 +2346,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClientBillableServicesForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			query: {
@@ -2323,7 +2363,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getBusinessDetailsForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2336,7 +2376,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClientDates({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code: clientCode
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2348,7 +2388,7 @@ var SodiumApiClient = class {
 	async listUsers(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTenantUsers({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2363,7 +2403,7 @@ var SodiumApiClient = class {
 	async listServices(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listBillableServices({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2379,7 +2419,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getBillableService({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2391,7 +2431,7 @@ var SodiumApiClient = class {
 	async listTasks(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTaskItems({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2407,7 +2447,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getTaskItem({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2420,7 +2460,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTaskItemNotes({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				taskCode
 			},
 			query: {
@@ -2437,7 +2477,7 @@ var SodiumApiClient = class {
 	async listEngagements(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listEngagements({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2453,7 +2493,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEngagement({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2466,7 +2506,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEngagementEmails({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2479,7 +2519,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getTaskWorkflowGroups({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				taskCode
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2492,7 +2532,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createTaskItemNote({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				taskCode
 			},
 			body,
@@ -2506,7 +2546,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createClientNoteForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body,
@@ -2519,7 +2559,7 @@ var SodiumApiClient = class {
 	async createClient(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createClient({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2531,7 +2571,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createContactForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body,
@@ -2545,7 +2585,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClientNotesForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			query: {
@@ -2562,7 +2602,7 @@ var SodiumApiClient = class {
 	async listCustomFieldDefinitions(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listCustomFieldDefinitions({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 50,
@@ -2578,7 +2618,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getCustomFieldDefinition({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2591,7 +2631,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClientCustomFieldValues({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2604,7 +2644,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { error, response } = await setClientCustomFieldValues({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body: values,
@@ -2616,7 +2656,7 @@ var SodiumApiClient = class {
 	async listContacts(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listContacts({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2632,7 +2672,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getContact({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2644,7 +2684,7 @@ var SodiumApiClient = class {
 	async createContact(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createContact({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2656,7 +2696,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateContact({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			body,
@@ -2669,7 +2709,7 @@ var SodiumApiClient = class {
 	async getServiceDeliveryReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getServiceDeliveryReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2684,7 +2724,7 @@ var SodiumApiClient = class {
 	async getServiceDeliverySteps(query) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getServiceDeliveryStepBottlenecks({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2695,7 +2735,7 @@ var SodiumApiClient = class {
 	async getDeadlineComplianceReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getDeadlineComplianceReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2710,7 +2750,7 @@ var SodiumApiClient = class {
 	async getClientResponsivenessReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClientResponsivenessReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2725,7 +2765,7 @@ var SodiumApiClient = class {
 	async getTeamWorkloadReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getTeamWorkloadReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2740,7 +2780,7 @@ var SodiumApiClient = class {
 	async getWipAgeingReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getWipAgeingReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2755,7 +2795,7 @@ var SodiumApiClient = class {
 	async getWorkflowStepAnalysis(query) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getWorkflowStepAnalysisReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2766,7 +2806,7 @@ var SodiumApiClient = class {
 	async listWorkflowOccurrences(query) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getWorkflowStepAnalysisOccurrences({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2781,7 +2821,7 @@ var SodiumApiClient = class {
 	async getServiceTimeReport(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getServiceTimeReport({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -2796,7 +2836,7 @@ var SodiumApiClient = class {
 	async listWorkflows(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listWorkflows({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2812,7 +2852,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getWorkflow({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2824,7 +2864,7 @@ var SodiumApiClient = class {
 	async listTeams(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTeams({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2839,7 +2879,7 @@ var SodiumApiClient = class {
 	async listTaskCategories(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTaskCategories({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2854,7 +2894,7 @@ var SodiumApiClient = class {
 	async listSavedTaskFilters(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listSavedTaskFilters({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2869,7 +2909,7 @@ var SodiumApiClient = class {
 	async listSavedClientFilters(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listSavedClientFilters({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2884,7 +2924,7 @@ var SodiumApiClient = class {
 	async searchCompaniesHouse(query) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await searchCompanies({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2896,7 +2936,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getCompanyDetails({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				companyNumber
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2909,7 +2949,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getCompanyKeyDates({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				companyNumber
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2922,7 +2962,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getCompanyOfficers({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				companyNumber
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -2934,7 +2974,7 @@ var SodiumApiClient = class {
 	async listDocumentRequests(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listAllDocumentRequests({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2949,7 +2989,7 @@ var SodiumApiClient = class {
 	async listDataFormRequests(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listDataFormRequests({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2964,7 +3004,7 @@ var SodiumApiClient = class {
 	async listTimeEntries(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listTimeEntries({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -2979,7 +3019,7 @@ var SodiumApiClient = class {
 	async createTimeEntry(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createTimeEntry({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -2990,7 +3030,7 @@ var SodiumApiClient = class {
 	async listRecurringTasks(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listRecurringTaskItems({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3005,7 +3045,7 @@ var SodiumApiClient = class {
 	async listSentEmails(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listEmails({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3021,7 +3061,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEmailDetails({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				emailId
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -3034,7 +3074,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClientEmails({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			query: {
@@ -3051,7 +3091,7 @@ var SodiumApiClient = class {
 	async listAmlClients(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getAmlClients({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3067,7 +3107,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getAmlClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				clientId
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -3080,7 +3120,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getAmlRiskAssessments({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				clientId
 			},
 			query: {
@@ -3097,7 +3137,7 @@ var SodiumApiClient = class {
 	async listBillingLineItems(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listBillingLineItems({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3113,7 +3153,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateWorkflowStep({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				taskCode,
 				groupNumber,
 				stepNumber
@@ -3128,7 +3168,7 @@ var SodiumApiClient = class {
 	async listPendingWorkflowSteps(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listPendingWorkflowSteps({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3143,7 +3183,7 @@ var SodiumApiClient = class {
 	async getEngagementPipelineSummary(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEngagementSummary({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -3154,7 +3194,7 @@ var SodiumApiClient = class {
 	async getUnbilledTimeClients(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getUnbilledTimeClients({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 25,
@@ -3170,7 +3210,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getTaskItemHistory({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -3183,7 +3223,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getClientAgentAuthorisationStatuses({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -3195,7 +3235,7 @@ var SodiumApiClient = class {
 	async listDataForms(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listDataForms({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3210,7 +3250,7 @@ var SodiumApiClient = class {
 	async listClientDocuments(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listAllClientDocuments({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3225,7 +3265,7 @@ var SodiumApiClient = class {
 	async listPortalUsers() {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listPortalUsers({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
 		});
@@ -3235,7 +3275,7 @@ var SodiumApiClient = class {
 	async listServicePackages(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listServicePackages({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3250,7 +3290,7 @@ var SodiumApiClient = class {
 	async listEmailBroadcasts(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listEmailBroadcasts({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3266,7 +3306,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEmailBroadcast({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			headers: { "X-Correlation-Id": correlationId },
@@ -3279,7 +3319,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getEmailBroadcastRecipients({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			query: {
@@ -3296,7 +3336,7 @@ var SodiumApiClient = class {
 	async listInvoiceSubmissions(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listInvoiceSubmissions({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			query: {
 				...query,
 				limit: query.limit ?? 10,
@@ -3312,7 +3352,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await listClientLinksForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			query: {
@@ -3330,7 +3370,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getMailboxConversation({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code: configCode,
 				conversationId
 			},
@@ -3344,7 +3384,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createClientBillableServiceForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body,
@@ -3358,7 +3398,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { error, response } = await updateClientBillableServiceStage({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode,
 				code: clientServiceCode
 			},
@@ -3372,7 +3412,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createDocumentRequestForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body,
@@ -3386,7 +3426,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await sendDataFormToClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code: formCode
 			},
 			body,
@@ -3399,7 +3439,7 @@ var SodiumApiClient = class {
 	async createEngagement(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createEngagement({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -3411,7 +3451,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { error, response } = await saveClientDates({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code: clientCode
 			},
 			body: dates,
@@ -3424,7 +3464,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateBusinessDetailsForClient({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				client: clientCode
 			},
 			body,
@@ -3437,7 +3477,7 @@ var SodiumApiClient = class {
 	async createSavedTaskFilter(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createSavedTaskFilter({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -3448,7 +3488,7 @@ var SodiumApiClient = class {
 	async createTask(body) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await createTaskItem({
-			path: { tenant: this.ctx.tenant },
+			path: { tenant: this.tenant },
 			body,
 			headers: { "X-Correlation-Id": correlationId },
 			client: this.http
@@ -3460,7 +3500,7 @@ var SodiumApiClient = class {
 		const correlationId = randomUUID();
 		const { data, error, response } = await updateTaskItem({
 			path: {
-				tenant: this.ctx.tenant,
+				tenant: this.tenant,
 				code
 			},
 			body,
@@ -3493,7 +3533,7 @@ var SodiumApiClient = class {
 //#endregion
 //#region ../mcp-core/src/context/instructions.ts
 const ROSTER_CAP = 20;
-async function buildInstructions(api, writesEnabled) {
+async function buildInstructions(api, writesEnabled, selection) {
 	const [user, tenant, practice, team] = await Promise.allSettled([
 		api.getCurrentUser(),
 		api.getTenantDetails(),
@@ -3535,6 +3575,14 @@ async function buildInstructions(api, writesEnabled) {
 	}
 	if (tenant.status === "fulfilled") lines.push(`Tenant: ${tenant.value.name} (${tenant.value.code})`);
 	if (practice.status === "fulfilled") lines.push(`Practice: ${practice.value.name}`);
+	if (selection.kind === "choice") {
+		lines.push("", "PRACTICE SELECTION REQUIRED — this user belongs to more than one practice and none is active yet.", "Before using any client/task/other data tool, ask the user which practice to work in and call set_active_practice with its code.");
+		if (selection.practices.length > 0) {
+			lines.push("Practices available:");
+			for (const p of selection.practices) lines.push(`- ${p.name} (${p.code})`);
+		} else lines.push("Call list_practices to see the available practices.");
+	} else if (selection.kind === "none") lines.push("", "This user does not belong to any usable practice. Tell them their Sodium account has no active practice and there is nothing to show.");
+	else if (selection.kind === "auto") lines.push("", `Working in ${selection.practice.name} (${selection.practice.code}) — the only practice this user belongs to. Call set_active_practice only if they ask to switch.`);
 	lines.push("", writesEnabled ? "Write mode: ENABLED. Create/update tools are available; destructive and bulk operations are not." : "Write mode: DISABLED. Read-only — tell the user to relaunch with --enable-writes if they want changes made.");
 	if (team.status === "fulfilled") {
 		const members = team.value.data ?? [];
@@ -3553,6 +3601,102 @@ async function buildInstructions(api, writesEnabled) {
 	return lines.join("\n");
 }
 //#endregion
+//#region ../mcp-core/src/context/tenant-selection.ts
+function isUsablePractice(t) {
+	return t.status !== "LapsedTrialist" && t.status !== "LapsedCustomer";
+}
+async function resolveTenant(api) {
+	let memberships;
+	try {
+		memberships = await api.listTenants();
+	} catch {
+		return {
+			kind: "choice",
+			practices: []
+		};
+	}
+	const usable = memberships.filter(isUsablePractice);
+	if (usable.length === 0) return { kind: "none" };
+	if (usable.length === 1) {
+		api.setActiveTenant(usable[0].code);
+		return {
+			kind: "auto",
+			practice: usable[0]
+		};
+	}
+	return {
+		kind: "choice",
+		practices: usable
+	};
+}
+//#endregion
+//#region ../mcp-core/src/tools/list-practices.ts
+async function handleListPractices(api) {
+	try {
+		const memberships = await api.listTenants();
+		const active = api.getActiveTenant();
+		if (memberships.length === 0) return { content: [{
+			type: "text",
+			text: "You do not belong to any practices."
+		}] };
+		return { content: [{
+			type: "text",
+			text: `Practices you belong to:\n${memberships.map((t) => {
+				const flags = [t.code === active ? "ACTIVE" : null, isUsablePractice(t) ? null : "unavailable"].filter(Boolean);
+				const suffix = flags.length > 0 ? ` — ${flags.join(", ")}` : "";
+				return `- ${t.name} (${t.code})${suffix}`;
+			}).join("\n")}\n\nUse set_active_practice with a code to switch.`
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: `Could not list practices: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
+//#region ../mcp-core/src/tools/set-active-practice.ts
+const SetActivePracticeInputSchema = { code: z.string().describe("The practice code to work in, from list_practices (e.g. 'oceans').") };
+async function handleSetActivePractice(api, args) {
+	try {
+		const memberships = await api.listTenants();
+		const match = memberships.find((t) => t.code === args.code);
+		if (!match) {
+			const known = memberships.map((t) => t.code).join(", ") || "(none)";
+			return {
+				content: [{
+					type: "text",
+					text: `'${args.code}' is not a practice you belong to. Your practices: ${known}.`
+				}],
+				isError: true
+			};
+		}
+		if (!isUsablePractice(match)) return {
+			content: [{
+				type: "text",
+				text: `'${match.name}' (${match.code}) is not currently available and cannot be selected.`
+			}],
+			isError: true
+		};
+		api.setActiveTenant(match.code);
+		return { content: [{
+			type: "text",
+			text: `Now working in ${match.name} (${match.code}).`
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: `Could not switch practice: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
 //#region ../mcp-core/src/tools/get-practice-details.ts
 function format$4(tenant, practice) {
 	const lines = [];
@@ -8621,7 +8765,8 @@ function registerWriteTool(server, ctx, name, config, cb) {
 }
 async function buildServer(config) {
 	const api = new SodiumApiClient(config.context, { serverVersion: config.serverVersion });
-	const instructions = await buildInstructions(api, config.context.writesEnabled);
+	const selection = api.hasActiveTenant() ? { kind: "explicit" } : await resolveTenant(api);
+	const instructions = await buildInstructions(api, config.context.writesEnabled, selection);
 	const server = new McpServer({
 		name: config.serverName,
 		version: config.serverVersion,
@@ -8665,6 +8810,27 @@ async function buildServer(config) {
 			openWorldHint: true
 		}
 	}, () => handleWhoami(api));
+	server.registerTool("list_practices", {
+		title: "List the practices you can work in",
+		description: "List the practices (tenants) the signed-in user belongs to, marking which one is currently active. Use this when the user belongs to more than one practice and you need to confirm which to work in, when the user asks 'which practices can I access?', or before set_active_practice. Practices flagged 'unavailable' cannot be selected.",
+		inputSchema: {},
+		annotations: {
+			readOnlyHint: true,
+			idempotentHint: true,
+			openWorldHint: true
+		}
+	}, () => handleListPractices(api));
+	server.registerTool("set_active_practice", {
+		title: "Choose which practice to work in",
+		description: "Set the practice all subsequent tools operate on for this session. Required before other tools can run if the user belongs to more than one practice and none is active yet. Also use it to switch practice mid-session ('switch to Oceans', 'now look at Greggs'). Pass a practice code from list_practices. Only practices the user belongs to and that are currently available can be selected.",
+		inputSchema: SetActivePracticeInputSchema,
+		annotations: {
+			readOnlyHint: false,
+			destructiveHint: false,
+			idempotentHint: true,
+			openWorldHint: true
+		}
+	}, (args) => handleSetActivePractice(api, args));
 	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.4441",
+  "version": "0.1.0-beta.4445",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {