@sodiumhq/mcp-pm 0.1.0-beta.6357 → 0.1.0-beta.6359

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { t as buildServer } from "./src-BVx86BgG.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-BVx86BgG.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-BVx86BgG.mjs → src-B3pnHPhY.mjs}

@@ -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.6357",
+  "version": "0.1.0-beta.6359",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {