@sodiumhq/mcp-pm 0.1.0-beta.5166 → 0.1.0-beta.5330

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-Clf8G25g.mjs";
+import { t as buildServer } from "./src-BY8wr-4D.mjs";
 import { createRequire } from "node:module";
 import { SUPPORTED_PROTOCOL_VERSIONS, createMcpHandler } from "@modelcontextprotocol/server";
 import { createHash, randomUUID } from "node:crypto";

package/dist/index.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-Clf8G25g.mjs";
+import { t as buildServer } from "./src-BY8wr-4D.mjs";
 import { createRequire } from "node:module";
 import { serveStdio } from "@modelcontextprotocol/server/stdio";
 import { parseArgs } from "node:util";

package/dist/{src-Clf8G25g.mjs → src-BY8wr-4D.mjs}

@@ -1,6 +1,31 @@
 import { McpServer } from "@modelcontextprotocol/server";
 import { z } from "zod";
 import { randomUUID } from "node:crypto";
+const DEFAULT_PRACTICE_LOCALE = {
+	currencyCode: "GBP",
+	locale: "en-GB"
+};
+/**
+* Formats an amount in the practice's currency, e.g. "£1,234.50".
+* Pass `currencyOverride` for records that carry their own currency (an invoice synced from an
+* accounting platform) — it always wins over the practice default.
+*/
+function money(amount, practice = DEFAULT_PRACTICE_LOCALE, currencyOverride) {
+	const value = amount ?? 0;
+	const currency = currencyOverride || practice.currencyCode || "GBP";
+	try {
+		return new Intl.NumberFormat(practice.locale || "en-GB", {
+			style: "currency",
+			currency,
+			currencyDisplay: "narrowSymbol",
+			minimumFractionDigits: 2,
+			maximumFractionDigits: 2
+		}).format(value);
+	} catch {
+		return `${currency} ${value.toFixed(2)}`;
+	}
+}
+//#endregion
 //#region ../mcp-core/src/generated/core/bodySerializer.gen.ts
 const jsonBodySerializer = { bodySerializer: (body) => JSON.stringify(body, (_key, value) => typeof value === "bigint" ? value.toString() : value) };
 Object.entries({
@@ -1325,7 +1350,7 @@ const getEmailBroadcast = (options) => (options.client ?? client).get({
 /**
 * List Broadcast Recipients
 *
-* Returns the paged recipient list. For drafts the recipients are resolved live (pre-send view including skipped clients with reasons, e.g. no resolvable contact or email preference not set); after sending, the stored snapshot with per-client delivery status is returned.
+* Returns the paged recipient list, optionally filtered by client name via the search parameter. For drafts the recipients are resolved live (pre-send view including skipped clients with reasons, e.g. no resolvable contact or email preference not set); after sending, the stored snapshot with per-client delivery status is returned.
 */
 const getEmailBroadcastRecipients = (options) => (options.client ?? client).get({
 	security: [{
@@ -1689,7 +1714,7 @@ const getServiceTimeReport = (options) => (options.client ?? client).get({
 /**
 * Get Team Time Report
 *
-* Hours logged per team member over the window against the hours they were expected to log, so under-logging and over-logging both stand out without checking person by person. Members who logged nothing still get a row. Expectations come from each member's expected week (or the practice standard), pro-rated across working days and capped at today when the window runs past it. Short windows also carry a per-day breakdown. Pass teamCode to narrow to one team. Requires time tracking to be in use.
+* Hours logged per team member over the window against the hours they were expected to log, so under-logging and over-logging both stand out without checking person by person. Members who logged nothing still get a row. Expectations come from each member's expected week (or the practice standard), pro-rated across working days and capped at today when the window runs past it. Short windows also carry a per-day breakdown, and every window carries each member's split by task category. Pass teamCode to narrow to one team, or categoryCode to narrow every figure to one task category (which drops the expectation, since a working pattern covers all work rather than one category's). Requires time tracking to be in use.
 */
 const getTeamTimeReport = (options) => (options.client ?? client).get({
 	security: [{
@@ -2205,7 +2230,7 @@ const createTimeEntry = (options) => (options.client ?? client).post({
 /**
 * List Unbilled Time Clients
 *
-* Lists the clients that have unbilled billable time, with the unbilled minutes and entry count for each. Paged, ordered by client name; search filters on the client name.
+* Lists the clients that have unbilled billable time, with the unbilled minutes, entry count, value, oldest entry date and unrated entry count for each. The date window and team member narrow which entries are counted, so the figures always match the entries behind them. Users restricted to their own time see a rollup of their own entries only. Paged, ordered by client name unless sorted otherwise; search filters on the client name.
 */
 const getUnbilledTimeClients = (options) => (options.client ?? client).get({
 	security: [{
@@ -2349,6 +2374,7 @@ var SodiumApiClient = class {
 		return this.activeTenant;
 	}
 	toolCallListener = null;
+	practiceLocale = null;
 	setToolCallListener(listener) {
 		this.toolCallListener = listener;
 	}
@@ -2389,6 +2415,22 @@ var SodiumApiClient = class {
 		if (!this.mcpClient) return base;
 		return `${base} (client=${sanitizeToken(this.mcpClient.name)}/${sanitizeToken(this.mcpClient.version)})`;
 	}
+	/**
+	* The practice's currency + locale, for formatting money and dates in tool output.
+	* Memoised per client instance — one client per session, so this costs a single request and
+	* can't leak one practice's currency into another's session. Falls back to GBP / en-GB if the
+	* practice details can't be read (an unconfigured or unreachable tenant must not break output).
+	*/
+	async getPracticeLocale() {
+		this.practiceLocale ??= this.getPracticeDetails().then((details) => ({
+			currencyCode: details.currencyCode || "GBP",
+			locale: details.locale || "en-GB"
+		})).catch(() => {
+			this.practiceLocale = null;
+			return DEFAULT_PRACTICE_LOCALE;
+		});
+		return this.practiceLocale;
+	}
 	async getPracticeDetails() {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getPracticeDetails({
@@ -4019,7 +4061,7 @@ function describeFilters$5(args) {
 //#region ../mcp-core/src/tools/get-client-summary.ts
 const GetClientSummaryInputSchema = { code: z.string().min(1, "Client code is required").describe("The client code (identifier). Usually discovered via list_clients first.") };
 async function handleGetClientSummary(api, { code }) {
-	const [clientResult, contactsResult, servicesResult, businessResult, datesResult, overdueResult, upcomingResult, customFieldDefsResult, customFieldValsResult] = await Promise.allSettled([
+	const [practice, settled] = await Promise.all([api.getPracticeLocale(), Promise.allSettled([
 		api.getClient(code),
 		api.listClientContacts(code),
 		api.listClientServices(code),
@@ -4042,7 +4084,8 @@ async function handleGetClientSummary(api, { code }) {
 			limit: 50
 		}),
 		api.getClientCustomFieldValues(code)
-	]);
+	])]);
+	const [clientResult, contactsResult, servicesResult, businessResult, datesResult, overdueResult, upcomingResult, customFieldDefsResult, customFieldValsResult] = settled;
 	if (clientResult.status === "rejected") {
 		const err = clientResult.reason;
 		return {
@@ -4057,6 +4100,7 @@ async function handleGetClientSummary(api, { code }) {
 	return { content: [{
 		type: "text",
 		text: format$3({
+			practice,
 			client: clientResult.value,
 			contacts: extract(contactsResult),
 			services: extract(servicesResult),
@@ -4083,7 +4127,7 @@ function extract(result) {
 	return result.value.data ?? [];
 }
 function format$3(input) {
-	const { client, contacts, services, businessDetails, clientDates, overdueTasks, upcomingTasks, customFieldDefs, customFieldValues, gaps } = input;
+	const { practice, client, contacts, services, businessDetails, clientDates, overdueTasks, upcomingTasks, customFieldDefs, customFieldValues, gaps } = input;
 	const lines = [];
 	const name = client.name ?? "(no name)";
 	const code = client.code ?? "(no code)";
@@ -4134,7 +4178,7 @@ function format$3(input) {
 	else for (const s of activeServices) {
 		const svcName = s.billableService?.name ?? "(unnamed)";
 		const freq = s.billingFrequency ? ` ${s.billingFrequency}` : "";
-		const price = s.effectivePrice !== void 0 ? ` — £${s.effectivePrice.toFixed(2)}${freq}` : freq ? ` —${freq}` : "";
+		const price = s.effectivePrice !== void 0 ? ` — ${money(s.effectivePrice, practice)}${freq}` : freq ? ` —${freq}` : "";
 		lines.push(`- ${svcName}${price}`);
 	}
 	lines.push("", "--- Tasks ---");
@@ -4206,7 +4250,7 @@ function humanizeDateType(type) {
 //#region ../mcp-core/src/tools/get-engagement-summary.ts
 const GetEngagementSummaryInputSchema = { code: z.string().min(1, "Engagement code is required").describe("REQUIRED: The engagement code (identifier, e.g. 'ENG-123'). This is the unique code of a specific engagement — NOT a description like 'the unsent proposal' or 'ACME's proposal'. If the user describes an engagement by attribute (status, client, date) rather than by code, you MUST call list_proposals or list_engagement_letters first (with the appropriate filters) to find the engagement's code, then pass that code here.") };
 async function handleGetEngagementSummary(api, { code }) {
-	const [engagementResult, emailsResult] = await Promise.allSettled([api.getEngagement(code), api.getEngagementEmails(code)]);
+	const [practice, [engagementResult, emailsResult]] = await Promise.all([api.getPracticeLocale(), Promise.allSettled([api.getEngagement(code), api.getEngagementEmails(code)])]);
 	if (engagementResult.status === "rejected") {
 		const err = engagementResult.reason;
 		return {
@@ -4223,12 +4267,13 @@ async function handleGetEngagementSummary(api, { code }) {
 		text: format$2({
 			engagement,
 			emails: emailsResult.status === "fulfilled" ? emailsResult.value : [],
-			gaps: emailsResult.status === "rejected" ? ["email history"] : []
+			gaps: emailsResult.status === "rejected" ? ["email history"] : [],
+			practice
 		})
 	}] };
 }
 function format$2(input) {
-	const { engagement: e, emails, gaps } = input;
+	const { engagement: e, emails, gaps, practice } = input;
 	const lines = [];
 	const code = e.code ?? "(no code)";
 	const typeLabel = e.typeName ?? e.type ?? "";
@@ -4242,12 +4287,12 @@ function format$2(input) {
 		lines.push(`Recipient: ${recipientName || "(no name)"}${email}`);
 	}
 	if (e.lastViewed) lines.push(`Last viewed by client: ${e.lastViewed}`);
-	const valueLines = formatValues(e);
+	const valueLines = formatValues(e, practice);
 	if (valueLines.length > 0) lines.push("", "--- Value ---", ...valueLines);
 	const services = e.proposalServices ?? [];
 	if (services.length > 0) {
 		lines.push("", `--- Services (${services.length}) ---`);
-		for (const s of services) lines.push(`- ${formatService$1(s)}`);
+		for (const s of services) lines.push(`- ${formatService$1(s, practice)}`);
 	}
 	if (e.acceptance && e.status === "Accepted") {
 		lines.push("", "--- Acceptance ---");
@@ -4273,39 +4318,34 @@ function format$2(input) {
 	if (gaps.length > 0) lines.push("", `Note: could not load ${gaps.join(", ")} (partial failure). Retry for a complete picture.`);
 	return lines.join("\n");
 }
-function formatValues(e) {
+function formatValues(e, practice) {
 	const out = [];
-	if (e.annualTotal && e.annualTotal > 0) out.push(`Annual: £${formatMoney$1(e.annualTotal)}`);
-	if (e.quarterlyTotal && e.quarterlyTotal > 0) out.push(`Quarterly: £${formatMoney$1(e.quarterlyTotal)}`);
-	if (e.monthlyTotal && e.monthlyTotal > 0) out.push(`Monthly: £${formatMoney$1(e.monthlyTotal)}`);
-	if (e.weeklyTotal && e.weeklyTotal > 0) out.push(`Weekly: £${formatMoney$1(e.weeklyTotal)}`);
-	if (e.oneOffTotal && e.oneOffTotal > 0) out.push(`One-off: £${formatMoney$1(e.oneOffTotal)}`);
-	if (e.totalValue && e.totalValue > 0) out.push(`Total contracted value: £${formatMoney$1(e.totalValue)}`);
+	if (e.annualTotal && e.annualTotal > 0) out.push(`Annual: ${money(e.annualTotal, practice)}`);
+	if (e.quarterlyTotal && e.quarterlyTotal > 0) out.push(`Quarterly: ${money(e.quarterlyTotal, practice)}`);
+	if (e.monthlyTotal && e.monthlyTotal > 0) out.push(`Monthly: ${money(e.monthlyTotal, practice)}`);
+	if (e.weeklyTotal && e.weeklyTotal > 0) out.push(`Weekly: ${money(e.weeklyTotal, practice)}`);
+	if (e.oneOffTotal && e.oneOffTotal > 0) out.push(`One-off: ${money(e.oneOffTotal, practice)}`);
+	if (e.totalValue && e.totalValue > 0) out.push(`Total contracted value: ${money(e.totalValue, practice)}`);
 	return out;
 }
-function formatService$1(s) {
+function formatService$1(s, practice) {
 	const name = s.billableService?.name ?? "(unnamed)";
 	const freq = s.billingFrequency ? ` ${s.billingFrequency}` : "";
-	if (s.effectivePrice !== void 0 && s.effectivePrice !== null) return `${name} — £${formatMoney$1(s.effectivePrice)}${freq}`;
+	if (s.effectivePrice !== void 0 && s.effectivePrice !== null) return `${name} — ${money(s.effectivePrice, practice)}${freq}`;
 	return freq ? `${name} —${freq}` : name;
 }
 function formatEmail$1(em) {
 	return `- ${em.sentDate ?? "(no date)"}: ${em.subject ?? "(no subject)"}${em.status ? ` · ${em.status}` : ""}${em.toRecipients?.length ? ` → ${em.toRecipients.join(", ")}` : ""}`;
 }
-function formatMoney$1(n) {
-	return n.toLocaleString("en-GB", {
-		minimumFractionDigits: 2,
-		maximumFractionDigits: 2
-	});
-}
 //#endregion
 //#region ../mcp-core/src/tools/get-service-details.ts
 const GetServiceDetailsInputSchema = { code: z.string().min(1, "Service code is required").describe("The service code (identifier). Usually discovered via list_services first.") };
 async function handleGetServiceDetails(api, { code }) {
 	try {
+		const [practice, service] = await Promise.all([api.getPracticeLocale(), api.getService(code)]);
 		return { content: [{
 			type: "text",
-			text: format$1(await api.getService(code))
+			text: format$1(service, practice)
 		}] };
 	} catch (error) {
 		return {
@@ -4317,7 +4357,7 @@ async function handleGetServiceDetails(api, { code }) {
 		};
 	}
 }
-function format$1(s) {
+function format$1(s, practice) {
 	const lines = [];
 	const name = s.name ?? "(no name)";
 	const code = s.code ?? "(no code)";
@@ -4339,7 +4379,7 @@ function format$1(s) {
 	else for (const a of s.agentAuthorisations) lines.push(`- ${a}`);
 	lines.push("", `--- Pricing Options (${s.pricing?.length ?? 0}) ---`);
 	if (!s.pricing || s.pricing.length === 0) lines.push("No pricing options configured.");
-	else for (const p of s.pricing) lines.push(formatPricingOption(p));
+	else for (const p of s.pricing) lines.push(formatPricingOption(p, practice));
 	if (s.pricingMode === "CustomTiers" && s.pricingTiers && s.pricingTiers.length > 0) {
 		lines.push("", `--- Custom Pricing Tiers (${s.pricingTiers.length}) ---`);
 		const tiers = [...s.pricingTiers].sort((a, b) => (a.sortOrder ?? 0) - (b.sortOrder ?? 0));
@@ -4359,9 +4399,9 @@ function format$1(s) {
 	if (s.recurringTaskCount && s.recurringTaskCount > 0) lines.push("", `Recurring tasks using this service: ${s.recurringTaskCount}`);
 	return lines.join("\n");
 }
-function formatPricingOption(p) {
+function formatPricingOption(p, practice) {
 	const freq = p.frequency ?? "(no frequency)";
-	const price = typeof p.price === "number" ? `£${p.price.toFixed(2)}` : "(no price)";
+	const price = typeof p.price === "number" ? money(p.price, practice) : "(no price)";
 	const rangeCount = p.revenueRangeOverrides?.length ?? 0;
 	const tierCount = p.tierOverrides?.length ?? 0;
 	const overrides = [];
@@ -4568,6 +4608,7 @@ const ListEngagementsInputSchema = {
 };
 async function handleListEngagements(api, args) {
 	try {
+		const practice = await api.getPracticeLocale();
 		const query = args;
 		const result = await api.listEngagements(query);
 		const items = result.data ?? [];
@@ -4590,7 +4631,7 @@ async function handleListEngagements(api, args) {
 		const lines = [
 			desc ? total > items.length ? `Found ${total} engagements matching ${desc} (showing ${items.length}):` : `Found ${items.length} engagement${items.length === 1 ? "" : "s"} matching ${desc}:` : total > items.length ? `Showing ${items.length} of ${total} engagements:` : `${items.length} engagement${items.length === 1 ? "" : "s"}:`,
 			"",
-			...items.map(formatEngagement)
+			...items.map((e) => formatEngagement(e, practice))
 		];
 		if (result.hasMore) {
 			const nextOffset = (args.offset ?? 0) + items.length;
@@ -4610,20 +4651,14 @@ async function handleListEngagements(api, args) {
 		};
 	}
 }
-function formatEngagement(e) {
-	return `- ${e.code ?? "(no code)"} · ${e.status ?? "?"} · ${e.client ? `${e.client.name ?? "(no name)"} (${e.client.code ?? "?"})` : "(no client)"}${e.date ? ` · ${e.date}` : ""}${formatAnnualValue(e)}${e.numberOfServices !== void 0 && e.numberOfServices !== null ? ` · ${e.numberOfServices} service${e.numberOfServices === 1 ? "" : "s"}` : ""}`;
+function formatEngagement(e, practice) {
+	return `- ${e.code ?? "(no code)"} · ${e.status ?? "?"} · ${e.client ? `${e.client.name ?? "(no name)"} (${e.client.code ?? "?"})` : "(no client)"}${e.date ? ` · ${e.date}` : ""}${formatAnnualValue(e, practice)}${e.numberOfServices !== void 0 && e.numberOfServices !== null ? ` · ${e.numberOfServices} service${e.numberOfServices === 1 ? "" : "s"}` : ""}`;
 }
-function formatAnnualValue(e) {
-	if (e.annualTotal && e.annualTotal > 0) return ` · annual £${formatMoney(e.annualTotal)}`;
-	if (e.totalValue && e.totalValue > 0) return ` · total £${formatMoney(e.totalValue)}`;
+function formatAnnualValue(e, practice) {
+	if (e.annualTotal && e.annualTotal > 0) return ` · annual ${money(e.annualTotal, practice)}`;
+	if (e.totalValue && e.totalValue > 0) return ` · total ${money(e.totalValue, practice)}`;
 	return "";
 }
-function formatMoney(n) {
-	return n.toLocaleString("en-GB", {
-		minimumFractionDigits: 2,
-		maximumFractionDigits: 2
-	});
-}
 function describeFilters$4(args) {
 	const parts = [];
 	if (args.status) parts.push(`status ${args.status}`);
@@ -4776,7 +4811,25 @@ const sortByEnum$18 = z.enum([
 	"StartDate",
 	"Category",
 	"ClientName",
-	"AssignedUser"
+	"AssignedUser",
+	"StatutoryDueDate",
+	"Stage",
+	"TimeInStage",
+	"ClientManager",
+	"ClientPartner",
+	"ClientAssociate"
+]);
+const stepTypeEnum$1 = z.enum([
+	"Standard",
+	"SendEmail",
+	"DocumentRequest",
+	"DocumentApproval",
+	"ClientConfirmation",
+	"SendDataForm",
+	"SetServiceStage",
+	"UpdateClientData",
+	"SetPipelineStage",
+	"DocumentUpload"
 ]);
 const ListTasksInputSchema = {
 	user: z.array(z.string()).optional().describe("Filter by assigned user codes. For 'my tasks' use the current user's code from the startup context. For another team member's tasks, pass their code. Omit to see tasks across all users (useful for practice managers)."),
@@ -4790,6 +4843,16 @@ const ListTasksInputSchema = {
 	category: z.array(z.string()).optional().describe("Filter by task category codes (e.g. tax, audit, compliance categories)."),
 	team: z.array(z.string()).optional().describe("Filter by team codes (if the practice uses teams to group users)."),
 	recurringTask: z.array(z.string()).optional().describe("Filter by recurring-task template codes — returns all instances generated from those templates."),
+	clientManager: z.array(z.string()).optional().describe("Filter by the PRIMARY client's client manager (user codes from list_users). Use for 'tasks for the clients I manage' / 'work on Jane's client portfolio' — this is the client's manager, NOT the task assignee (use `user` for that). Tasks with no client never match."),
+	clientPartner: z.array(z.string()).optional().describe("Filter by the PRIMARY client's partner (user codes from list_users). Use for 'everything across the partner's clients'. Not the task assignee. Tasks with no client never match."),
+	clientAssociate: z.array(z.string()).optional().describe("Filter by the PRIMARY client's associate (user codes from list_users). Only meaningful if the practice uses the associate role — many do not, and some rename it. Not the task assignee. Tasks with no client never match."),
+	service: z.array(z.string()).optional().describe("Filter by billable service codes (from list_services) — tasks linked, via the client's service assignment, to these services. Use for 'all VAT return tasks' style questions."),
+	workflow: z.array(z.string()).optional().describe("Filter by workflow codes (from list_workflows) — tasks spawned from these workflows."),
+	stepType: z.array(stepTypeEnum$1).optional().describe("Filter to tasks that contain at least one (non-omitted) workflow step of these types — e.g. ['DocumentRequest'] for 'which tasks are waiting on client documents'."),
+	currentStep: z.array(z.string()).optional().describe("Filter to tasks whose CURRENT workflow step has one of these exact names (as shown in get_workflow). Use for 'everything sitting at Partner review'."),
+	isUnassigned: z.boolean().optional().describe("Include tasks with no assignee. Alone: only unassigned tasks. Combined with `user`: unassigned OR assigned to those users. Use for 'what needs an owner'."),
+	isAutomationDisabled: z.boolean().optional().describe("true = only tasks with automation switched off; false = only those with it on. Task previews are excluded either way. Rarely needed."),
+	search: z.string().min(3).optional().describe("Free-text search across task name, task code and primary client name (minimum 3 characters). Projected tasks are excluded when set. Prefer `client` when the client code is known."),
 	savedFilter: z.string().optional().describe("Apply a user-saved filter by its code. Other filter parameters override fields from the saved filter."),
 	includeProjected: z.boolean().optional().describe("Set true to include projected (virtual, not-yet-materialised) tasks in the results. Projected tasks are always NotStarted. Useful for 'what's coming up' queries."),
 	includeWorkflowSteps: z.boolean().optional().describe("Set true for Agenda Mode: returns both tasks AND their workflow steps as individual rows. Each step row has its parent task's properties plus step-specific details. Useful for 'what's the next action on X' or when workflow step granularity matters."),
@@ -4855,6 +4918,18 @@ function describeFilters$2(args) {
 	if (args.dateRange) parts.push(`date ${args.dateRange}${args.dateBasis ? ` (${args.dateBasis})` : ""}${args.dateRange === "CustomDateRange" && args.startDate && args.endDate ? ` ${args.startDate} to ${args.endDate}` : ""}`);
 	if (args.category?.length) parts.push(`category ${args.category.join(",")}`);
 	if (args.team?.length) parts.push(`team ${args.team.join(",")}`);
+	if (args.clientManager?.length) parts.push(`client manager ${args.clientManager.join(",")}`);
+	if (args.clientPartner?.length) parts.push(`client partner ${args.clientPartner.join(",")}`);
+	if (args.clientAssociate?.length) parts.push(`client associate ${args.clientAssociate.join(",")}`);
+	if (args.service?.length) parts.push(`service ${args.service.join(",")}`);
+	if (args.workflow?.length) parts.push(`workflow ${args.workflow.join(",")}`);
+	if (args.stepType?.length) parts.push(`step type ${args.stepType.join("/")}`);
+	if (args.currentStep?.length) parts.push(`current step ${args.currentStep.join("/")}`);
+	if (args.isUnassigned) parts.push("unassigned");
+	if (args.isAutomationDisabled !== void 0) parts.push(`automation ${args.isAutomationDisabled ? "off" : "on"}`);
+	if (args.search) parts.push(`search "${args.search}"`);
+	if (args.recurringTask?.length) parts.push(`recurring task ${args.recurringTask.join(",")}`);
+	if (args.savedFilter) parts.push(`saved filter ${args.savedFilter}`);
 	return parts.join(", ");
 }
 //#endregion
@@ -6715,17 +6790,18 @@ function fmtMinutes$4(minutes) {
 	const m = minutes % 60;
 	return h > 0 ? `${h}h${m ? ` ${m}m` : ""}` : `${m}m`;
 }
-function formatEntry(e) {
+function formatEntry(e, practice) {
 	const who = e.user?.name ? ` · ${e.user.name}` : "";
 	const client = e.client?.name ? ` · ${e.client.name}` : "";
 	const task = e.taskItem?.name ? ` · task: ${e.taskItem.name}` : "";
 	const billable = e.isBillable ? e.billedLineItemCode ? " · billable (billed)" : " · billable (unbilled)" : " · non-billable";
-	const rate = e.isBillable && e.hourlyRate != null ? ` @ £${e.hourlyRate}/h` : "";
+	const rate = e.isBillable && e.hourlyRate != null ? ` @ ${money(e.hourlyRate, practice)}/h` : "";
 	const desc = e.description ? `\n  ${e.description.length > 150 ? `${e.description.slice(0, 150)}…` : e.description}` : "";
 	return `- ${e.entryDate ?? "?"} · ${fmtMinutes$4(e.durationMinutes)}${who}${client}${task}${billable}${rate} (${e.code ?? "no code"})${desc}`;
 }
 async function handleListTimeEntries(api, args) {
 	try {
+		const practice = await api.getPracticeLocale();
 		const query = args;
 		const result = await api.listTimeEntries(query);
 		const items = result.data ?? [];
@@ -6742,7 +6818,7 @@ async function handleListTimeEntries(api, args) {
 		const lines = [
 			total > items.length ? `Showing ${items.length} of ${total} time entries (${fmtMinutes$4(pageMinutes)} on this page — page again or use get_service_time_report for full totals):` : `${items.length} time entr${items.length === 1 ? "y" : "ies"}, ${fmtMinutes$4(pageMinutes)} total:`,
 			"",
-			...items.map(formatEntry)
+			...items.map((e) => formatEntry(e, practice))
 		];
 		if (result.hasMore) lines.push("", `More results available — call again with offset: ${(args.offset ?? 0) + items.length}.`);
 		return { content: [{
@@ -6965,6 +7041,8 @@ const TOPICS = {
 
 - "Show Jane's overdue tasks" / "What's blocked right now?"
 - "Tasks for ACME due in the next 7 days"
+- "What's outstanding across the clients Jane manages?" — clientManager filter (the client's manager, not the assignee)
+- "Save that as a view called 'My portfolio'" — create_saved_task_filter with clientManagerCodes
 - "How many tasks are due this month?" (count-only, no listing)
 - "Show me the task TSK-123 in full" — checklist, workflow progress, notes, client
 - "What are the steps in our VAT return workflow?"
@@ -7227,7 +7305,7 @@ const LogTimeEntryInputSchema = {
 	workflowGroupNumber: z.number().int().optional().describe("Workflow group number of the step the time relates to. Requires taskItemCode and workflowStepNumber. Get numbers from get_task_context."),
 	workflowStepNumber: z.number().int().optional().describe("Workflow step number the time relates to. Requires taskItemCode and workflowGroupNumber."),
 	isBillable: z.boolean().optional().describe("Whether the time can be billed to the client. Defaults to the practice's configuration — only pass when the user is explicit ('log 30 non-chargeable minutes')."),
-	hourlyRate: z.number().min(0).optional().describe("Charge-out rate per hour. Omit to use the team member's default rate, then the practice default. Only pass when the user names a rate.")
+	hourlyRate: z.number().min(0).optional().describe("Charge-out rate per hour. Omit to use the team member's rate effective on the entry date (rates are date-effective, so a backdated entry gets the rate that applied then), then the practice default. Only pass when the user names a rate.")
 };
 function fmtMinutes$2(minutes) {
 	const h = Math.floor(minutes / 60);
@@ -7248,14 +7326,14 @@ async function handleLogTimeEntry(api, args) {
 			...args.isBillable !== void 0 ? { isBillable: args.isBillable } : {},
 			hourlyRate: args.hourlyRate ?? null
 		};
-		const entry = await api.createTimeEntry(body);
+		const [practice, entry] = await Promise.all([api.getPracticeLocale(), api.createTimeEntry(body)]);
 		const lines = [`Time entry logged: ${fmtMinutes$2(entry.durationMinutes ?? args.durationMinutes)} on ${entry.entryDate ?? args.entryDate} (${entry.code ?? "no code"})`];
 		if (entry.user?.name) lines.push(`For: ${entry.user.name}`);
 		const clientRef = entry.client?.name ?? args.clientCode;
 		if (clientRef) lines.push(`Client: ${clientRef}`);
 		const taskRef = entry.taskItem?.name ?? args.taskItemCode;
 		if (taskRef) lines.push(`Task: ${taskRef}`);
-		lines.push(`Billable: ${entry.isBillable ? `yes${entry.hourlyRate != null ? ` @ £${entry.hourlyRate}/h` : ""}` : "no"}`);
+		lines.push(`Billable: ${entry.isBillable ? `yes${entry.hourlyRate != null ? ` @ ${money(entry.hourlyRate, practice)}/h` : ""}` : "no"}`);
 		if (entry.description) lines.push(`Description: ${entry.description}`);
 		return { content: [{
 			type: "text",
@@ -7615,17 +7693,18 @@ function lineValue(i) {
 function fmtDate(d) {
 	return d ? d.slice(0, 10) : "?";
 }
-function formatItem(i) {
+function formatItem(i, practice) {
 	const client = i.client?.name ? `${i.client.name}${i.client.code ? ` (${i.client.code})` : ""}` : "(no client)";
 	const service = i.clientBillableService?.name ?? i.servicePackage?.name ?? "";
 	const qty = i.quantity && i.quantity !== 1 ? `${i.quantity} × ` : "";
-	const value = `£${lineValue(i).toFixed(2)}${i.vatRate ? ` (VAT: ${i.vatRate})` : ""}`;
+	const value = `${money(lineValue(i), practice)}${i.vatRate ? ` (VAT: ${i.vatRate})` : ""}`;
 	const period = i.periodStart ? ` · period ${fmtDate(i.periodStart)} → ${fmtDate(i.periodEnd)}` : "";
 	const desc = i.description ? `\n  ${i.description.length > 120 ? `${i.description.slice(0, 120)}…` : i.description}` : "";
 	return `- [${i.status ?? "?"}] ${fmtDate(i.billingDate)} · ${client}${service ? ` · ${service}` : ""} · ${qty}${value}${period} (${i.code ?? "no code"})${desc}`;
 }
 async function handleListBillingLineItems(api, args) {
 	try {
+		const practice = await api.getPracticeLocale();
 		const query = args;
 		const result = await api.listBillingLineItems(query);
 		const items = result.data ?? [];
@@ -7640,9 +7719,9 @@ async function handleListBillingLineItems(api, args) {
 		}] };
 		const pageValue = items.reduce((sum, i) => sum + lineValue(i), 0);
 		const lines = [
-			total > items.length ? `Showing ${items.length} of ${total} billing line items (£${pageValue.toFixed(2)} net on this page — page for the rest):` : `${items.length} billing line item${items.length === 1 ? "" : "s"}, £${pageValue.toFixed(2)} net total:`,
+			total > items.length ? `Showing ${items.length} of ${total} billing line items (${money(pageValue, practice)} net on this page — page for the rest):` : `${items.length} billing line item${items.length === 1 ? "" : "s"}, ${money(pageValue, practice)} net total:`,
 			"",
-			...items.map(formatItem)
+			...items.map((i) => formatItem(i, practice))
 		];
 		if (result.hasMore) lines.push("", `More results available — call again with offset: ${(args.offset ?? 0) + items.length}.`);
 		return { content: [{
@@ -7882,16 +7961,11 @@ const GetEngagementPipelineSummaryInputSchema = {
 	dateFrom: z.string().optional().describe("Window start (YYYY-MM-DD). Use with dateRange='CustomDateRange'."),
 	dateTo: z.string().optional().describe("Window end (YYYY-MM-DD). Use with dateRange='CustomDateRange'.")
 };
-function fmtMoney(v) {
-	return `£${(v ?? 0).toLocaleString("en-GB", {
-		minimumFractionDigits: 2,
-		maximumFractionDigits: 2
-	})}`;
-}
 async function handleGetEngagementPipelineSummary(api, args) {
 	try {
 		const query = args;
-		const s = await api.getEngagementPipelineSummary(query);
+		const [practice, s] = await Promise.all([api.getPracticeLocale(), api.getEngagementPipelineSummary(query)]);
+		const fmtMoney = (v) => money(v ?? 0, practice);
 		const window = args.dateRange ? args.dateRange === "CustomDateRange" ? `${args.dateFrom ?? "?"} to ${args.dateTo ?? "?"}` : args.dateRange : "all time";
 		const rows = [
 			[
@@ -8168,9 +8242,9 @@ const ListInvoiceSubmissionsInputSchema = {
 	limit: z.number().int().min(0).max(50).optional().describe("Maximum submissions per page. Default 10, max 50. Pass 0 for count-only."),
 	offset: z.number().int().min(0).optional().describe("Pagination offset. Default 0.")
 };
-function formatSubmission(s) {
+function formatSubmission(s, practice) {
 	const client = s.client?.name ? `${s.client.name}${s.client.code ? ` (${s.client.code})` : ""}` : "(no client)";
-	const amount = `£${(s.totalAmount ?? 0).toFixed(2)}`;
+	const amount = money(s.totalAmount ?? 0, practice);
 	const external = s.externalInvoiceNumber ? ` · invoice ${s.externalInvoiceNumber}` : "";
 	const submitted = s.submittedAt ? ` · submitted ${s.submittedAt.slice(0, 10)}` : "";
 	const err = s.status === "Failed" && s.errorMessage ? `\n  Error: ${s.errorMessage.slice(0, 150)}` : "";
@@ -8178,6 +8252,7 @@ function formatSubmission(s) {
 }
 async function handleListInvoiceSubmissions(api, args) {
 	try {
+		const practice = await api.getPracticeLocale();
 		const query = args;
 		const result = await api.listInvoiceSubmissions(query);
 		const items = result.data ?? [];
@@ -8192,9 +8267,9 @@ async function handleListInvoiceSubmissions(api, args) {
 		}] };
 		const pageValue = items.reduce((sum, s) => sum + (s.totalAmount ?? 0), 0);
 		const lines = [
-			total > items.length ? `Showing ${items.length} of ${total} invoice submissions (£${pageValue.toFixed(2)} on this page):` : `${items.length} invoice submission${items.length === 1 ? "" : "s"}, £${pageValue.toFixed(2)} total:`,
+			total > items.length ? `Showing ${items.length} of ${total} invoice submissions (${money(pageValue, practice)} on this page):` : `${items.length} invoice submission${items.length === 1 ? "" : "s"}, ${money(pageValue, practice)} total:`,
 			"",
-			...items.map(formatSubmission)
+			...items.map((s) => formatSubmission(s, practice))
 		];
 		if (result.hasMore) lines.push("", `More results available — call again with offset: ${(args.offset ?? 0) + items.length}.`);
 		return { content: [{
@@ -8221,15 +8296,16 @@ const ListServicePackagesInputSchema = {
 	limit: z.number().int().min(0).max(50).optional().describe("Maximum packages per page. Default 10, max 50. Pass 0 for count-only."),
 	offset: z.number().int().min(0).optional().describe("Pagination offset. Default 0.")
 };
-function formatPackage(p) {
+function formatPackage(p, practice) {
 	const archived = p.isArchived ? " [ARCHIVED]" : "";
-	const pricing = p.usePackagePricing ? ` · package price £${(p.packagePrice ?? 0).toFixed(2)}${p.packageBillingFrequency ? ` ${p.packageBillingFrequency}` : ""}${p.packageSetupFee ? ` + £${p.packageSetupFee.toFixed(2)} setup` : ""}` : ` · priced per service (~£${(p.totalAnnualValue ?? 0).toFixed(2)}/yr)`;
+	const pricing = p.usePackagePricing ? ` · package price ${money(p.packagePrice ?? 0, practice)}${p.packageBillingFrequency ? ` ${p.packageBillingFrequency}` : ""}${p.packageSetupFee ? ` + ${money(p.packageSetupFee, practice)} setup` : ""}` : ` · priced per service (~${money(p.totalAnnualValue ?? 0, practice)}/yr)`;
 	const services = (p.items ?? []).map((i) => `${i.billableServiceName ?? i.billableServiceCode}${i.billingFrequency ? ` (${i.billingFrequency})` : ""}`).join(", ");
 	const desc = p.description ? `\n  ${p.description.length > 120 ? `${p.description.slice(0, 120)}…` : p.description}` : "";
 	return `- ${p.name ?? "(unnamed)"} (${p.code ?? "no code"})${archived} · ${p.numberOfServices ?? p.items?.length ?? 0} services${pricing}${desc}${services ? `\n  Includes: ${services}` : ""}`;
 }
 async function handleListServicePackages(api, args) {
 	try {
+		const practice = await api.getPracticeLocale();
 		const query = args;
 		const result = await api.listServicePackages(query);
 		const items = result.data ?? [];
@@ -8245,7 +8321,7 @@ async function handleListServicePackages(api, args) {
 		const lines = [
 			total > items.length ? `Showing ${items.length} of ${total} service packages:` : `${items.length} service package${items.length === 1 ? "" : "s"}:`,
 			"",
-			...items.map(formatPackage)
+			...items.map((p) => formatPackage(p, practice))
 		];
 		if (result.hasMore) lines.push("", `More results available — call again with offset: ${(args.offset ?? 0) + items.length}.`);
 		return { content: [{
@@ -8502,9 +8578,21 @@ function fmtMinutes(minutes) {
 	const m = minutes % 60;
 	return h > 0 ? `${h}h${m ? ` ${m}m` : ""}` : `${m}m`;
 }
+function fmtWholeCurrency(amount, practice) {
+	const currency = practice.currencyCode || "GBP";
+	try {
+		return new Intl.NumberFormat(practice.locale || "en-GB", {
+			style: "currency",
+			currency,
+			maximumFractionDigits: 0
+		}).format(amount);
+	} catch {
+		return `${currency} ${Math.round(amount)}`;
+	}
+}
 async function handleGetPracticeDashboard(api) {
 	try {
-		const [overdue, dueNext7, blocked, openDocRequests, pendingForms, unassignedSteps, unbilled, pipeline] = await Promise.allSettled([
+		const [practice, settled] = await Promise.all([api.getPracticeLocale(), Promise.allSettled([
 			api.listTasks({
 				isOverdue: true,
 				limit: 0
@@ -8532,7 +8620,8 @@ async function handleGetPracticeDashboard(api) {
 			}),
 			api.getUnbilledTimeClients({ limit: 50 }),
 			api.getEngagementPipelineSummary({})
-		]);
+		])]);
+		const [overdue, dueNext7, blocked, openDocRequests, pendingForms, unassignedSteps, unbilled, pipeline] = settled;
 		const rows = [];
 		const failures = [];
 		const count = (r, label, hint) => {
@@ -8565,7 +8654,7 @@ async function handleGetPracticeDashboard(api) {
 			const openValue = (p.sentTotalValue ?? 0) + (p.viewedTotalValue ?? 0);
 			rows.push({
 				label: "Proposals awaiting a decision",
-				value: openCount === 0 ? "0" : `${openCount} worth £${openValue.toLocaleString("en-GB", { maximumFractionDigits: 0 })} — get_engagement_pipeline_summary`
+				value: openCount === 0 ? "0" : `${openCount} worth ${fmtWholeCurrency(openValue, practice)} — get_engagement_pipeline_summary`
 			});
 		} else failures.push("Proposal pipeline");
 		const lines = [
@@ -8749,10 +8838,10 @@ async function handleAddClientService(api, args) {
 			...rest.autoInvoice !== void 0 ? { autoInvoice: rest.autoInvoice } : {},
 			nextBillingDate: rest.nextBillingDate ?? null
 		};
-		const created = await api.createClientService(clientCode, body);
+		const [practice, created] = await Promise.all([api.getPracticeLocale(), api.createClientService(clientCode, body)]);
 		const lines = [
 			`Service assigned: ${created.billableService?.name?.trim() || args.billableServiceCode} on client ${clientCode} (${created.code ?? "no code"})`,
-			`Status: ${created.status} · ${created.billingFrequency} · effective price £${(created.effectivePrice ?? created.price ?? 0).toFixed(2)}`,
+			`Status: ${created.status} · ${created.billingFrequency} · effective price ${money(created.effectivePrice ?? created.price ?? 0, practice)}`,
 			`Start: ${created.startDate?.slice(0, 10)}${created.endDate ? ` · end ${created.endDate.slice(0, 10)}` : " · ongoing"}`
 		];
 		if (created.managedByUser?.name) lines.push(`Managed by: ${created.managedByUser.name}`);
@@ -8963,7 +9052,7 @@ const CreateProposalInputSchema = {
 };
 async function handleCreateProposal(api, args) {
 	try {
-		const created = await api.createEngagement({
+		const [practice, created] = await Promise.all([api.getPracticeLocale(), api.createEngagement({
 			clientCode: args.clientCode,
 			date: args.date,
 			type: args.type ?? "ProposalAndEngagementLetter",
@@ -8973,8 +9062,8 @@ async function handleCreateProposal(api, args) {
 			clientBillableServiceCodes: args.clientBillableServiceCodes ?? null,
 			proposalTemplateCode: args.proposalTemplateCode ?? null,
 			lofETemplateCode: args.lofETemplateCode ?? null
-		});
-		const value = created.totalValue != null ? `£${created.totalValue.toLocaleString("en-GB", { minimumFractionDigits: 2 })}` : void 0;
+		})]);
+		const value = created.totalValue != null ? money(created.totalValue, practice) : void 0;
 		const lines = [`Proposal drafted: ${created.code} for ${created.client?.name?.trim() || args.clientCode}`, `Status: ${created.status ?? "Unsent"} · type ${created.type ?? args.type ?? "ProposalAndEngagementLetter"}${value ? ` · total value ${value}` : ""}`];
 		const services = created.proposalServices ?? [];
 		if (services.length > 0) lines.push(`Services included: ${services.map((s) => s.billableService?.name ?? s.code ?? "?").join(", ")}`);
@@ -9178,6 +9267,9 @@ const CreateSavedTaskFilterInputSchema = {
 	isUnassigned: z.boolean().optional().describe("Include unassigned tasks (OR-combined with userCodes)."),
 	userCodes: z.array(z.string()).optional().describe("Filter to these users' tasks. For 'my ...' views use the current user's code."),
 	teamCodes: z.array(z.string()).optional().describe("Filter to these teams (codes from list_teams)."),
+	clientManagerCodes: z.array(z.string()).optional().describe("Filter to tasks whose primary client has one of these users as its client manager (user codes from list_users). Clientless tasks never match. Use for 'tasks for the clients I manage' style views."),
+	clientPartnerCodes: z.array(z.string()).optional().describe("Filter to tasks whose primary client has one of these users as its partner (user codes from list_users). Clientless tasks never match."),
+	clientAssociateCodes: z.array(z.string()).optional().describe("Filter to tasks whose primary client has one of these users as its associate (user codes from list_users). Only meaningful if the practice uses the associate role. Clientless tasks never match."),
 	clientCodes: z.array(z.string()).optional().describe("Filter to these clients."),
 	categoryCodes: z.array(z.string()).optional().describe("Filter to these task categories (codes from list_task_categories)."),
 	recurringTaskCodes: z.array(z.string()).optional().describe("Filter to tasks generated by these recurring templates (codes from list_recurring_tasks)."),
@@ -9375,7 +9467,7 @@ async function buildServer(config) {
 	}, (args) => handleListClientNotes(api, args));
 	registerTenantTool(server, api, "list_tasks", {
 		title: "List / filter tasks across the practice",
-		description: "List tasks with any combination of filters: assigned user(s), client(s), status, overdue flag, preset date range (Today / ThisWeek / Next7Days / CustomDateRange etc), category, team, recurring task template, saved filter, include-projected, include-workflow-steps (Agenda Mode), sort, and pagination. Use for: 'my tasks' (pass current user's code from startup context), 'Jane's overdue tasks' (user + isOverdue), 'tasks for ACME due this week' (client + dateRange=Next7Days + dateBasis=DueDate), 'what is the team working on this month' (dateRange=ThisMonth, no user filter). Returns up to 50 tasks per page. IMPORTANT constraints to avoid API errors and keep queries efficient: (1) Querying NotStarted tasks requires one of — a dateRange, isOverdue=true, or restricting status to non-NotStarted values. (2) Prefer the narrowest date range that answers the question — broad ranges (quarterly/yearly) are expensive; prefer Today / ThisWeek / Next7Days / ThisMonth over larger windows unless explicitly asked. (3) For 'oldest incomplete tasks' prefer status=['InProgress','Blocked'] with sortBy=StartDate (no date range needed), or add isOverdue=true if 'oldest overdue' is meant. (4) For 'how many X?' questions, pass limit=0 to get just the total count without fetching any task data — much cheaper than fetching a full page and counting.",
+		description: "List tasks with any combination of filters: assigned user(s), unassigned, client(s), the primary client's client manager / partner (portfolio views: 'tasks across the clients Jane manages'), status, overdue flag, preset date range (Today / ThisWeek / Next7Days / CustomDateRange etc), category, team, billable service, workflow, workflow step type, current step name, recurring task template, free-text search, saved filter, include-projected, include-workflow-steps (Agenda Mode), sort, and pagination. Use for: 'my tasks' (pass current user's code from startup context), 'Jane's overdue tasks' (user + isOverdue), 'tasks for ACME due this week' (client + dateRange=Next7Days + dateBasis=DueDate), 'what is the team working on this month' (dateRange=ThisMonth, no user filter). Returns up to 50 tasks per page. IMPORTANT constraints to avoid API errors and keep queries efficient: (1) Querying NotStarted tasks requires one of — a dateRange, isOverdue=true, or restricting status to non-NotStarted values. (2) Prefer the narrowest date range that answers the question — broad ranges (quarterly/yearly) are expensive; prefer Today / ThisWeek / Next7Days / ThisMonth over larger windows unless explicitly asked. (3) For 'oldest incomplete tasks' prefer status=['InProgress','Blocked'] with sortBy=StartDate (no date range needed), or add isOverdue=true if 'oldest overdue' is meant. (4) For 'how many X?' questions, pass limit=0 to get just the total count without fetching any task data — much cheaper than fetching a full page and counting.",
 		inputSchema: ListTasksInputSchema,
 		annotations: {
 			readOnlyHint: true,

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.5166",
+  "version": "0.1.0-beta.5330",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {