@sodiumhq/mcp-pm 0.1.0-beta.6355 → 0.1.0-beta.6359

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src--vw5xenq.mjs";
+import { n as buildServer, t as buildCatalogue } from "./src-B3pnHPhY.mjs";
 import { createRequire } from "node:module";
 import { SUPPORTED_PROTOCOL_VERSIONS, createMcpHandler } from "@modelcontextprotocol/server";
 import { createHash, randomUUID } from "node:crypto";
@@ -270,6 +270,47 @@ const mcpHandler = createMcpHandler((ctx) => {
 	console.error(`[sodium-pm-mcp-http] handler: ${error.message}`);
 } });
 const serveMcp = toNodeHandler(mcpHandler);
+let catalogueJson;
+async function listRegisteredTools() {
+	const state = {
+		apiToken: "catalogue",
+		tenant: void 0,
+		writesAllowed: true,
+		wantsInstructions: false,
+		onToolCall: () => {}
+	};
+	const request = new Request("http://internal/", {
+		method: "POST",
+		headers: {
+			"Content-Type": "application/json",
+			Accept: "application/json, text/event-stream",
+			"MCP-Protocol-Version": "2025-06-18"
+		},
+		body: JSON.stringify({
+			jsonrpc: "2.0",
+			id: 1,
+			method: "tools/list",
+			params: {}
+		})
+	});
+	const text = await (await mcpHandler.fetch(request, { authInfo: {
+		token: "catalogue",
+		clientId: "catalogue",
+		scopes: [],
+		extra: { sodium: state }
+	} })).text();
+	const payload = text.trimStart().startsWith("{") ? text : text.split("\n").filter((l) => l.startsWith("data:")).map((l) => l.slice(5).trim()).pop() ?? "";
+	const tools = JSON.parse(payload).result?.tools;
+	if (!tools) throw new Error("tools/list returned no tools.");
+	return tools;
+}
+function getCatalogueJson() {
+	catalogueJson ??= listRegisteredTools().then((tools) => JSON.stringify(buildCatalogue(tools))).catch((error) => {
+		catalogueJson = void 0;
+		throw error;
+	});
+	return catalogueJson;
+}
 function jsonRpcMethod(body) {
 	if (typeof body === "object" && body !== null && "method" in body) return String(body.method);
 }
@@ -393,6 +434,14 @@ async function handle(req, res) {
 		}));
 		return;
 	}
+	if (req.method === "GET" && url.pathname === "/tools.json") {
+		const body = await getCatalogueJson();
+		res.writeHead(200, {
+			"Content-Type": "application/json",
+			"Cache-Control": "public, max-age=300"
+		}).end(body);
+		return;
+	}
 	if (AUTH && req.method === "GET" && url.pathname.startsWith("/.well-known/oauth-protected-resource")) {
 		res.writeHead(200, { "Content-Type": "application/json" }).end(JSON.stringify(protectedResourceMetadata(AUTH)));
 		return;

package/dist/index.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src--vw5xenq.mjs";
+import { n as buildServer } from "./src-B3pnHPhY.mjs";
 import { createRequire } from "node:module";
 import { serveStdio } from "@modelcontextprotocol/server/stdio";
 import { parseArgs } from "node:util";

package/dist/{src--vw5xenq.mjs → src-B3pnHPhY.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."),
@@ -10284,4 +10284,278 @@ async function buildServer(config) {
 	return server;
 }
 //#endregion
-export { buildServer as t };
+//#region ../mcp-core/src/tool-groups.json
+var groups = [
+	{
+		"name": "Clients & contacts",
+		"tools": [
+			"list_clients",
+			"get_client_summary",
+			"list_client_notes",
+			"list_client_links",
+			"list_contacts",
+			"get_contact",
+			"get_custom_field_details",
+			"list_portal_users",
+			"create_client",
+			"create_contact",
+			"update_contact",
+			"link_contact_to_client",
+			"update_client_business_details",
+			"update_client_dates",
+			"update_client_custom_fields",
+			"add_client_note"
+		]
+	},
+	{
+		"name": "Tasks & workflows",
+		"tools": [
+			"list_tasks",
+			"get_task_context",
+			"get_task_history",
+			"list_recurring_tasks",
+			"list_workflows",
+			"get_workflow",
+			"list_workflow_occurrences",
+			"list_pending_workflow_steps",
+			"create_task",
+			"update_task",
+			"add_task_note",
+			"update_workflow_step",
+			"add_workflow_step_note"
+		]
+	},
+	{
+		"name": "Services & pricing",
+		"tools": [
+			"list_services",
+			"get_service_details",
+			"list_service_packages",
+			"list_service_categories",
+			"add_client_service",
+			"apply_service_package",
+			"update_client_service_stage",
+			"create_service_category",
+			"update_service_category"
+		]
+	},
+	{
+		"name": "Proposals & engagements",
+		"tools": [
+			"list_proposals",
+			"get_proposal_summary",
+			"list_engagement_letters",
+			"get_engagement_letter_summary",
+			"get_engagement_pipeline_summary",
+			"create_proposal"
+		]
+	},
+	{
+		"name": "Documents & forms",
+		"tools": [
+			"list_document_requests",
+			"create_document_request",
+			"list_client_documents",
+			"list_data_forms",
+			"list_data_form_requests",
+			"send_data_form"
+		]
+	},
+	{
+		"name": "Time & billing",
+		"tools": [
+			"list_time_entries",
+			"log_time_entry",
+			"list_unbilled_time_clients",
+			"list_billing_line_items",
+			"list_invoice_submissions",
+			"get_service_time_report",
+			"get_team_time_report"
+		]
+	},
+	{
+		"name": "Email & Communication",
+		"tools": [
+			"list_client_emails",
+			"get_client_email_thread",
+			"list_sent_emails",
+			"get_sent_email",
+			"list_email_broadcasts",
+			"get_email_broadcast"
+		]
+	},
+	{
+		"name": "Deadlines & reports",
+		"tools": [
+			"get_practice_dashboard",
+			"get_deadline_compliance_report",
+			"get_service_delivery_report",
+			"get_service_delivery_steps",
+			"get_client_responsiveness_report",
+			"get_team_workload_report",
+			"get_wip_ageing_report",
+			"get_workflow_step_analysis"
+		]
+	},
+	{
+		"name": "Compliance & lookups",
+		"tools": [
+			"list_aml_clients",
+			"get_aml_client",
+			"get_client_agent_authorisations",
+			"get_onboarding_status",
+			"search_companies_house",
+			"get_companies_house_profile"
+		]
+	},
+	{
+		"name": "Practice & setup",
+		"tools": [
+			"get_practice_details",
+			"whoami",
+			"list_practices",
+			"get_usage_examples",
+			"list_users",
+			"list_teams",
+			"list_task_categories",
+			"list_saved_task_filters",
+			"list_saved_client_filters",
+			"create_saved_task_filter"
+		]
+	}
+];
+var summaries = {
+	"list_clients": "Find and filter your clients by name, status, type, manager, service and more.",
+	"get_client_summary": "A full overview of one client: details, contacts, services, key dates and tasks.",
+	"list_client_notes": "Read the notes on a client.",
+	"list_client_links": "See the links saved against a client, such as a website or shared folder.",
+	"list_contacts": "Search contacts across the practice, or list a client's contacts.",
+	"get_contact": "Full details of one contact, including linked clients.",
+	"get_custom_field_details": "The definition of a custom field, including its allowed options.",
+	"list_portal_users": "See who has client portal access and when they last logged in.",
+	"create_client": "Create a new client or prospect.",
+	"create_contact": "Create a new contact.",
+	"update_contact": "Update a contact's details.",
+	"link_contact_to_client": "Link an existing contact to a client and set their role.",
+	"update_client_business_details": "Update a client's trading name, address, VAT and tax details.",
+	"update_client_dates": "Set a client's key dates, such as year end and VAT or filing due dates.",
+	"update_client_custom_fields": "Update a client's custom field values.",
+	"add_client_note": "Add a note to a client.",
+	"list_tasks": "Find tasks by assignee, client, status, due date, category and more.",
+	"get_task_context": "Everything about one task: details, notes, workflow progress and client.",
+	"get_task_history": "The audit trail of a task: who changed what, and when.",
+	"list_recurring_tasks": "See the recurring task templates that generate repeating work.",
+	"list_workflows": "List your workflow templates.",
+	"get_workflow": "The groups and steps of one workflow template.",
+	"list_workflow_occurrences": "The completed runs of a workflow, slowest first.",
+	"list_pending_workflow_steps": "Workflow steps ready to be worked on now, for you, your team or nobody.",
+	"create_task": "Create a task for a client or the practice.",
+	"update_task": "Update a task's status, dates, assignee or details.",
+	"add_task_note": "Add a note to a task.",
+	"update_workflow_step": "Complete, skip, block or reassign a workflow step.",
+	"add_workflow_step_note": "Add a note to one step of a task's workflow.",
+	"list_services": "List the services your practice offers.",
+	"get_service_details": "A service's pricing, client types, stages and authorisations.",
+	"list_service_packages": "List bundled service packages and what is in them.",
+	"list_service_categories": "List your service categories.",
+	"add_client_service": "Put a service on a client, with frequency, price and start date.",
+	"apply_service_package": "Apply a service package to a client in one go.",
+	"update_client_service_stage": "Move a client's service to another stage on the board.",
+	"create_service_category": "Create a service category.",
+	"update_service_category": "Rename, recolour or reorder a service category.",
+	"list_proposals": "List proposals by status, client or date.",
+	"get_proposal_summary": "Full detail of one proposal: services, pricing and acceptance.",
+	"list_engagement_letters": "List letters of engagement by status, client or date.",
+	"get_engagement_letter_summary": "Full detail of one letter of engagement.",
+	"get_engagement_pipeline_summary": "Counts and values of proposals by stage: what is open and what is won.",
+	"create_proposal": "Draft a proposal or letter of engagement for a client.",
+	"list_document_requests": "See document requests sent to clients and what is still outstanding.",
+	"create_document_request": "Draft a document request for a client.",
+	"list_client_documents": "List documents held against clients and their review status.",
+	"list_data_forms": "List your questionnaire templates.",
+	"list_data_form_requests": "See which questionnaires were sent and who has responded.",
+	"send_data_form": "Send a questionnaire to a client.",
+	"list_time_entries": "List recorded time by person, client, task or date.",
+	"log_time_entry": "Record time spent on a client or task.",
+	"list_unbilled_time_clients": "Which clients have time recorded but not yet billed.",
+	"list_billing_line_items": "List billing lines waiting for approval or invoicing.",
+	"list_invoice_submissions": "See invoices sent to your accounting system, and any that failed.",
+	"get_service_time_report": "Where your recorded time goes, by service or client.",
+	"get_team_time_report": "Hours logged against expected hours for each team member.",
+	"list_client_emails": "Email threads with a client from your synced mailbox.",
+	"get_client_email_thread": "Read one email thread in full.",
+	"list_sent_emails": "Emails Sodium sent for you, and whether they were delivered.",
+	"get_sent_email": "Delivery detail for one sent email.",
+	"list_email_broadcasts": "Your email campaigns and how far they have got.",
+	"get_email_broadcast": "One campaign in full, with delivery results for each client.",
+	"get_practice_dashboard": "A snapshot of what needs attention across the practice right now.",
+	"get_deadline_compliance_report": "Which deadlines were met, missed or are at risk.",
+	"get_service_delivery_report": "How quickly services are delivered, and how often on time.",
+	"get_service_delivery_steps": "Where the time goes inside one service's workflow.",
+	"get_client_responsiveness_report": "How quickly clients respond to requests, and how much chasing it takes.",
+	"get_team_workload_report": "Who has too much on, and what each person completes.",
+	"get_wip_ageing_report": "Open work that has been sitting untouched, and for how long.",
+	"get_workflow_step_analysis": "Step-by-step timings for one workflow template.",
+	"list_aml_clients": "AML and identity-check records with risk level and outstanding checks.",
+	"get_aml_client": "One AML record: status, linked contacts, checks and risk assessments.",
+	"get_client_agent_authorisations": "HMRC agent authorisation status for a client, by tax regime.",
+	"get_onboarding_status": "Is a client ready for work: engagement, AML, authorisations and data.",
+	"search_companies_house": "Search Companies House by company name.",
+	"get_companies_house_profile": "The live Companies House record for a company.",
+	"get_practice_details": "Your practice's details, counts, connections and settings.",
+	"whoami": "Who you are signed in as, and which practice you are working in.",
+	"list_practices": "The practices you belong to.",
+	"get_usage_examples": "Example requests to try, grouped by topic.",
+	"list_users": "Your team members and their roles.",
+	"list_teams": "Your teams and who is in them.",
+	"list_task_categories": "List your task categories.",
+	"list_saved_task_filters": "Your saved task views.",
+	"list_saved_client_filters": "Your saved client views.",
+	"create_saved_task_filter": "Save a task search as a reusable view."
+};
+//#endregion
+//#region ../mcp-core/src/catalogue.ts
+const SUMMARY_MAX = 200;
+const OTHER_GROUP = "Other";
+const summaryOverrides = summaries;
+function summarise(tool) {
+	const override = summaryOverrides[tool.name];
+	if (override) return override;
+	const text = (tool.description ?? "").replace(/\s+/g, " ").trim();
+	const match = text.match(/^(.+?[.!?])(?=\s+[A-Z'"(]|$)/);
+	const sentence = match ? match[1] : text;
+	return sentence.length > SUMMARY_MAX ? `${sentence.slice(0, SUMMARY_MAX - 1).trimEnd()}…` : sentence;
+}
+function buildCatalogue(tools) {
+	const byName = new Map(tools.map((t) => [t.name, t]));
+	const placed = /* @__PURE__ */ new Set();
+	const groups$1 = [];
+	const toEntry = (tool) => ({
+		name: tool.name,
+		title: tool.title ?? tool.name,
+		access: tool.annotations?.readOnlyHint === true ? "read" : "write",
+		summary: summarise(tool)
+	});
+	for (const group of groups) {
+		const entries = group.tools.map((name) => byName.get(name)).filter((t) => t !== void 0).map(toEntry);
+		entries.forEach((e) => placed.add(e.name));
+		if (entries.length > 0) groups$1.push({
+			name: group.name,
+			tools: entries
+		});
+	}
+	const unmapped = tools.filter((t) => !placed.has(t.name)).map(toEntry);
+	if (unmapped.length > 0) groups$1.push({
+		name: OTHER_GROUP,
+		tools: unmapped
+	});
+	const all = groups$1.flatMap((g) => g.tools);
+	return {
+		toolCount: all.length,
+		readCount: all.filter((t) => t.access === "read").length,
+		writeCount: all.filter((t) => t.access === "write").length,
+		groups: groups$1
+	};
+}
+//#endregion
+export { buildServer as n, buildCatalogue as t };

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.6355",
+  "version": "0.1.0-beta.6359",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {