@sodiumhq/mcp-pm 0.1.0-beta.6355 → 0.1.0-beta.6357

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src--vw5xenq.mjs";
+import { t as buildServer } from "./src-BVx86BgG.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--vw5xenq.mjs";
+import { t as buildServer } from "./src-BVx86BgG.mjs";
 import { createRequire } from "node:module";
 import { serveStdio } from "@modelcontextprotocol/server/stdio";
 import { parseArgs } from "node:util";

package/dist/{src--vw5xenq.mjs → src-BVx86BgG.mjs}

@@ -4342,7 +4342,7 @@ const DEFAULT_CATCH_UP_FEE_LABEL = "Catch-up fee";
 function labelInSentence(label) {
 	return /^[A-Z][A-Z]/.test(label) ? label : label.charAt(0).toLowerCase() + label.slice(1);
 }
-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.") };
+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'. list_proposals and list_engagement_letters return engagement codes and filter by status, client and date.") };
 async function handleGetEngagementSummary(api, { code }) {
 	const [practice, [engagementResult, emailsResult, settingsResult]] = await Promise.all([api.getPracticeLocale(), Promise.allSettled([
 		api.getEngagement(code),
@@ -4943,12 +4943,12 @@ const stepTypeEnum$1 = z.enum([
 	"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)."),
+	user: z.array(z.string()).optional().describe("Filter by assigned user codes. For 'my tasks', this is the signed-in user's practice user code, which whoami shows. For another team member's tasks, pass their code. Omit to see tasks across all users (useful for practice managers)."),
 	client: z.array(z.string()).optional().describe("Filter by client codes — tasks belonging to these specific clients only."),
-	status: z.array(statusEnum$14).optional().describe("Filter by task status. Typical: ['NotStarted', 'InProgress'] to exclude completed/skipped. Leave empty for all statuses. IMPORTANT: if the query includes NotStarted (the default for new tasks), you must ALSO provide one of: dateRange, isOverdue=true, or restrict status to non-NotStarted values only — otherwise the API rejects the call to prevent unbounded queries."),
+	status: z.array(statusEnum$14).optional().describe("Filter by task status. Typical: ['NotStarted', 'InProgress'] to exclude completed/skipped. Leave empty for all statuses. If the query includes NotStarted (the default for new tasks), it also needs one of: dateRange, isOverdue=true, or restrict status to non-NotStarted values only — otherwise the API rejects the call to prevent unbounded queries."),
 	isOverdue: z.boolean().optional().describe("Set true to return only overdue tasks (DueDate before today, not completed/skipped). When true, no date range is required. Useful for sidestepping the NotStarted + date-range requirement."),
 	dateRange: dateRangeEnum$2.optional().describe("Preset date range. Use 'Today' for today's tasks, 'Next7Days' for 'due this week', 'Last30Days' for recent activity. If 'CustomDateRange', also provide startDate and/or endDate. REQUIRED when querying NotStarted tasks unless you pass isOverdue=true."),
-	startDate: z.string().optional().describe("Start of custom date range (YYYY-MM-DD). Used when dateRange='CustomDateRange'. Prefer specifying both startDate and endDate with a narrow window for performance — broad ranges strain the API. If startDate > endDate the API swaps them silently. Maximum allowed total range is 2 years."),
+	startDate: z.string().optional().describe("Start of custom date range (YYYY-MM-DD). Used when dateRange='CustomDateRange'. Both startDate and endDate with a narrow window perform best — broad ranges strain the API. If startDate > endDate the API swaps them silently. Maximum allowed total range is 2 years."),
 	endDate: z.string().optional().describe("End of custom date range (YYYY-MM-DD). Used when dateRange='CustomDateRange'. Pair with startDate to define a narrow window — avoid open-ended ranges."),
 	dateBasis: dateBasisEnum$1.optional().describe("Which date field to apply the date range filter to. Use 'DueDate' for 'what's due when' questions; 'StartDate' (default) for 'what's been worked on'."),
 	category: z.array(z.string()).optional().describe("Filter by task category codes (e.g. tax, audit, compliance categories)."),
@@ -4963,7 +4963,7 @@ const ListTasksInputSchema = {
 	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."),
+	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. `client` is more precise 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."),
@@ -5376,7 +5376,7 @@ const CreateClientInputSchema = {
 	email: z.string().nullable().optional().describe("Client email address."),
 	telephone: z.string().nullable().optional().describe("Client telephone number."),
 	internalReference: z.string().nullable().optional().describe("Internal reference number/code for the client."),
-	managerCode: z.string().nullable().optional().describe("Code of the user who will manage this client. Discoverable via list_users or the team roster in the startup context."),
+	managerCode: z.string().nullable().optional().describe("Code of the user who will manage this client. Codes are listed by list_users and shown in the team roster."),
 	partnerCode: z.string().nullable().optional().describe("Code of the partner user for this client."),
 	associateCode: z.string().nullable().optional().describe("Code of the associate user for this client."),
 	teamCode: z.string().nullable().optional().describe("Code of the team to assign to this client.")
@@ -5569,7 +5569,7 @@ function reportWindowFields(windowNoun) {
 const reportEntityFilters = {
 	service: z.array(z.string()).optional().describe("Restrict the cohort to these billable service code(s). Use for 'how are we doing on VAT returns?' — get codes from list_services."),
 	client: z.array(z.string()).optional().describe("Restrict the cohort to these client code(s). Use for a single-client view — get codes from list_clients."),
-	user: z.array(z.string()).optional().describe("Restrict the cohort to tasks assigned to these user code(s). For 'my …' questions use the current user's code from the startup context."),
+	user: z.array(z.string()).optional().describe("Restrict the cohort to tasks assigned to these user code(s). For 'my …' questions, this is the signed-in user's practice user code, which whoami shows."),
 	team: z.array(z.string()).optional().describe("Restrict the cohort to tasks assigned to these team code(s)."),
 	category: z.array(z.string()).optional().describe("Restrict the cohort to these task category code(s).")
 };
@@ -6487,7 +6487,7 @@ async function handleUpdateServiceCategory(api, args) {
 //#region ../mcp-core/src/tools/list-saved-task-filters.ts
 const sortByEnum$13 = z.enum(["Name", "UpdatedDate"]);
 const ListSavedTaskFiltersInputSchema = {
-	menuOnly: z.boolean().optional().describe("Only return filters the user has pinned to their menu. These are the views they use daily, so prefer menuOnly=true when guessing which saved view the user means."),
+	menuOnly: z.boolean().optional().describe("Only return filters the user has pinned to their menu. These are the views they use daily."),
 	sortBy: sortByEnum$13.optional().describe("Field to sort by. Defaults to Name. Use UpdatedDate + sortDesc=true for recently edited views."),
 	sortDesc: z.boolean().optional().describe("Sort in descending order. Defaults to ascending."),
 	limit: z.number().int().min(0).max(50).optional().describe("Maximum filters per page. Default 10, max 50. Pass 0 for count-only."),
@@ -6552,7 +6552,7 @@ async function handleListSavedTaskFilters(api, args) {
 const sortByEnum$12 = z.enum(["Name", "UpdatedDate"]);
 const ListSavedClientFiltersInputSchema = {
 	search: z.string().optional().describe("Search across saved view name and description."),
-	menuOnly: z.boolean().optional().describe("Only return filters the user has pinned to their menu. Prefer menuOnly=true when guessing which saved view the user means."),
+	menuOnly: z.boolean().optional().describe("Only return filters the user has pinned to their menu. These are the views they use daily."),
 	sortBy: sortByEnum$12.optional().describe("Field to sort by. Defaults to Name. Use UpdatedDate + sortDesc=true for recently edited views."),
 	sortDesc: z.boolean().optional().describe("Sort in descending order. Defaults to ascending."),
 	limit: z.number().int().min(0).max(50).optional().describe("Maximum filters per page. Default 10, max 50. Pass 0 for count-only."),
@@ -6915,10 +6915,10 @@ const sortByEnum$9 = z.enum([
 	"IsBillable"
 ]);
 const ListTimeEntriesInputSchema = {
-	userCode: z.string().optional().describe("Filter by team member code. For 'my time this week' use the current user's code from the startup context. Omit for practice-wide time."),
+	userCode: z.string().optional().describe("Filter by team member code. For 'my time this week', this is the signed-in user's practice user code, which whoami shows. Omit for practice-wide time."),
 	clientCode: z.string().optional().describe("Filter by linked client code — 'how much time have we spent on ACME?'."),
 	taskItemCode: z.string().optional().describe("Filter by linked task code — 'time logged against the Greggs year-end task'."),
-	dateRange: dateRangeEnum$1.optional().describe("Preset date range for the entry window. Use 'Today' / 'ThisWeek' / 'ThisMonth' for recent-time questions; 'CustomDateRange' with fromDate + toDate for explicit windows. Prefer a narrow range — time queries without a window scan everything."),
+	dateRange: dateRangeEnum$1.optional().describe("Preset date range for the entry window. Use 'Today' / 'ThisWeek' / 'ThisMonth' for recent-time questions; 'CustomDateRange' with fromDate + toDate for explicit windows. Narrow ranges are faster — time queries without a window scan everything."),
 	fromDate: z.string().optional().describe("Window start (YYYY-MM-DD), inclusive. Use with dateRange='CustomDateRange'."),
 	toDate: z.string().optional().describe("Window end (YYYY-MM-DD), inclusive. Use with dateRange='CustomDateRange'."),
 	isBillable: z.boolean().optional().describe("Filter by billable flag. true for 'billable time only', false for internal/non-chargeable time."),
@@ -7320,13 +7320,13 @@ const CreateTaskInputSchema = {
 	name: z.string().min(1).describe("The task name — short and action-oriented, e.g. 'Chase rental schedule for year-end'."),
 	description: z.string().optional().describe("Longer description of what needs doing. Optional."),
 	status: statusEnum$10.optional().describe("Initial status. Defaults to NotStarted — only override when the work is already underway (InProgress)."),
-	startDate: z.string().describe("When work should start (YYYY-MM-DD). For ad-hoc tasks, today is usually right — get today's date from the startup context."),
+	startDate: z.string().describe("When work should start (YYYY-MM-DD). For ad-hoc tasks, today's date is usually right."),
 	dueDate: z.string().describe("When the task is due (YYYY-MM-DD). Must be on or after startDate."),
 	statutoryDueDate: z.string().optional().describe("The statutory deadline (YYYY-MM-DD), for compliance tasks with a legal filing date distinct from the internal due date."),
 	timeEstimateMinutes: z.number().int().min(1).optional().describe("Estimated effort in whole minutes."),
 	clientCodes: z.array(z.string()).optional().describe("Client code(s) the task is for. Get codes from list_clients. Omit for internal practice work."),
 	primaryClientCode: z.string().optional().describe("Which of clientCodes is the primary client. Only needed when passing more than one client."),
-	assignedUserCode: z.string().optional().describe("User code to assign the task to. For 'create a task for me', use the current user's code from the startup context. Resolve names via the roster or list_users."),
+	assignedUserCode: z.string().optional().describe("User code to assign the task to. For 'create a task for me', this is the signed-in user's practice user code, which whoami shows. Names resolve to codes via the roster or list_users."),
 	assignedTeamCode: z.string().optional().describe("Team code to assign to instead of an individual. Get codes from list_teams. Don't pass both this and assignedUserCode unless the user asked for both."),
 	clientBillableServiceCode: z.string().optional().describe("The client-billable-service code linking this task to a service the client subscribes to (visible in get_client_summary's services section)."),
 	categoryCode: z.string().optional().describe("Task category code. Get codes from list_task_categories."),
@@ -7446,7 +7446,7 @@ async function handleUpdateTask(api, args) {
 //#endregion
 //#region ../mcp-core/src/tools/log-time-entry.ts
 const LogTimeEntryInputSchema = {
-	entryDate: z.string().describe("The day the work was done (YYYY-MM-DD). For 'log 2 hours on ACME' with no date given, use today from the startup context."),
+	entryDate: z.string().describe("The day the work was done (YYYY-MM-DD). For 'log 2 hours on ACME' with no date given, today's date applies."),
 	durationMinutes: z.number().int().min(1).describe("How long the work took, in whole minutes. Convert user phrasing: '2 hours' → 120, 'half an hour' → 30."),
 	description: z.string().optional().describe("What the time was spent on. Strongly recommended — it's what appears on billing narratives."),
 	userCode: z.string().optional().describe("Who did the work. Defaults to the authenticated user — only pass this when logging time on someone else's behalf."),
@@ -7516,7 +7516,7 @@ const sortByEnum$7 = z.enum([
 const ListSentEmailsInputSchema = {
 	status: statusEnum$8.optional().describe("Filter by delivery status. 'Failed' answers 'which emails didn't get through?' — the most actionable query. 'Queued'/'Processing' show what's still going out."),
 	search: z.string().optional().describe("Search in email subject and recipient email address — 'emails to john@acme.co.uk', 'the proposal email'."),
-	fromDate: z.string().optional().describe("Only emails created on or after this date (YYYY-MM-DD). Prefer setting a window — unbounded queries scan all history."),
+	fromDate: z.string().optional().describe("Only emails created on or after this date (YYYY-MM-DD). A window keeps results small; unbounded queries scan all history."),
 	toDate: z.string().optional().describe("Only emails created on or before this date (YYYY-MM-DD)."),
 	metadataParam: z.array(z.string()).optional().describe("Filter by metadata stored with the email, each entry as 'key=value' (e.g. ['entityType=Proposal']). Only use when you know the metadata key from a previous result — otherwise omit."),
 	sortBy: sortByEnum$7.optional().describe("Field to sort by. Defaults to CreatedDate — pair with sortDesc=true for newest first."),
@@ -7830,7 +7830,7 @@ const ListBillingLineItemsInputSchema = {
 	clientCode: z.string().optional().describe("Filter to one client's billing lines — 'what are we about to bill ACME?'."),
 	billableServiceCode: z.string().optional().describe("Filter by the billable service — 'what bookkeeping revenue is queued?'. Get codes from list_services."),
 	clientBillableServiceCode: z.string().optional().describe("Filter by one client's specific service subscription (the code from get_client_summary's services section). Narrower than billableServiceCode."),
-	billingDateFrom: z.string().optional().describe("Only lines with billing date on or after this date (YYYY-MM-DD). Prefer a window for revenue questions."),
+	billingDateFrom: z.string().optional().describe("Only lines with billing date on or after this date (YYYY-MM-DD). A window keeps revenue questions fast."),
 	billingDateTo: z.string().optional().describe("Only lines with billing date on or before this date (YYYY-MM-DD)."),
 	sortBy: sortByEnum$5.optional().describe("Field to sort by. Defaults to BillingDate. Use UnitPrice + sortDesc=true for the biggest lines first."),
 	sortDesc: z.boolean().optional().describe("Sort in descending order. Defaults to ascending."),
@@ -7960,7 +7960,7 @@ const sortByEnum$4 = z.enum([
 	"StepType"
 ]);
 const ListPendingWorkflowStepsInputSchema = {
-	assignedUserCode: z.string().optional().describe("Filter to steps assigned to this user. For 'what steps are waiting on me?' use the current user's code from the startup context."),
+	assignedUserCode: z.string().optional().describe("Filter to steps assigned to this user. For 'what steps are waiting on me?', this is the signed-in user's practice user code, which whoami shows."),
 	assignedTeamCode: z.string().optional().describe("Filter to steps assigned to this team (codes from list_teams)."),
 	isUnassigned: z.boolean().optional().describe("true = only steps with no assigned user — 'what work is nobody picking up?'. Combines with assignedUserCode as OR (mine + unassigned)."),
 	stepType: stepTypeEnum.optional().describe("Filter by step type. 'Standard' = internal work steps; 'DocumentRequest'/'DocumentApproval'/'ClientConfirmation'/'SendDataForm' = client-facing steps."),
@@ -9189,7 +9189,7 @@ async function handleSendDataForm(api, args) {
 const typeEnum = z.enum(["ProposalAndEngagementLetter", "EngagementLetter"]);
 const CreateProposalInputSchema = {
 	clientCode: z.string().min(1).describe("The client the proposal is for. Get the code from list_clients."),
-	date: z.string().describe("The engagement date (YYYY-MM-DD) — usually today, from the startup context."),
+	date: z.string().describe("The engagement date (YYYY-MM-DD) — usually today's date."),
 	type: typeEnum.optional().describe("'ProposalAndEngagementLetter' (default) generates both documents; 'EngagementLetter' for existing clients who only need the letter."),
 	recipientFirstName: z.string().optional().describe("Recipient's first name. Usually the client's main contact — check get_client_summary."),
 	recipientLastName: z.string().optional().describe("Recipient's last name."),

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.6355",
+  "version": "0.1.0-beta.6357",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {