@sodiumhq/mcp-pm 0.1.0-beta.6359 → 0.1.0-beta.6554

package/README.md

@@ -92,6 +92,7 @@ Only enable write mode with an AI client you trust — it hands the client the a
 
 **Client requests**
 - **`list_document_requests`** — document requests across the practice: status, deadline, chase history, linked task. "What are we waiting on from clients right now?"
+- **`list_overdue_requests`** — document requests past their deadline and still waiting on the client, most overdue first, with chase history. "Who do we need to chase?"
 - **`list_data_form_requests`** — questionnaire/data-form requests: who's been sent what, who's responded, which answers await review. "Who still hasn't returned the SA questionnaire?"
 - **`list_data_forms`** — the questionnaire templates the practice can send.
 
@@ -162,6 +163,8 @@ Only enable write mode with an AI client you trust — it hands the client the a
 - **`create_document_request`** — draft (never send) a document request for a client. Sending stays in the Sodium UI.
 - **`send_data_form`** — send a questionnaire to a client. Sends immediately, so your assistant confirms with you first.
 - **`create_proposal`** — draft a proposal/letter of engagement in Unsent state. Sending stays in the Sodium UI.
+- **`list_upcoming_key_dates`** — clients whose accounts, confirmation statement, PAYE/CIS or other key date falls in a window, soonest first. "Whose accounts are due next month?"
+- **`draft_email_to_client`** — save a draft email in your own connected mailbox. Never sends; you review and send it yourself.
 - **`update_client_dates`** — set year-end, VAT, PAYE, and other key dates on a client.
 - **`update_client_business_details`** — update UTR, PAYE ref, VAT registration, trading name, addresses. Only the fields you mention change.
 - **`create_saved_task_filter`** — save a task query as a reusable view. "Save that as 'Monday Review' and pin it to my menu."

package/dist/http.js

@@ -1,5 +1,5 @@
 #!/usr/bin/env node
-import { n as buildServer, t as buildCatalogue } from "./src-B3pnHPhY.mjs";
+import { n as buildServer, t as buildCatalogue } from "./src-B4pIPf3c.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 { n as buildServer } from "./src-B3pnHPhY.mjs";
+import { n as buildServer } from "./src-B4pIPf3c.mjs";
 import { createRequire } from "node:module";
 import { serveStdio } from "@modelcontextprotocol/server/stdio";
 import { parseArgs } from "node:util";

package/dist/{src-B3pnHPhY.mjs → src-B4pIPf3c.mjs}

@@ -1364,6 +1364,22 @@ const getEmailBroadcastRecipients = (options) => (options.client ?? client).get(
 	...options
 });
 /**
+* List Email Configs
+*
+* Returns a paginated list of email configurations the current user can access (owned or shared). EmailConnections admins see all configurations including other users' private ones.
+*/
+const listEmailConfigs = (options) => (options.client ?? client).get({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/email-configs",
+	...options
+});
+/**
 * List Email History
 *
 * Returns a paginated list of emails sent for the tenant. Supports filtering by status, date range, search, and metadata fields. Metadata filters use the format metadataParam=key=value (e.g., metadataParam=entityType=Proposal).
@@ -1412,6 +1428,26 @@ const getMailboxConversation = (options) => (options.client ?? client).get({
 	...options
 });
 /**
+* Create Draft
+*
+* Creates a new draft via the email provider. The configuration must have ReadEnabled set to true. The returned UniqueId is used for subsequent Update/Send/Discard calls.
+*/
+const createMailboxDraft = (options) => (options.client ?? client).post({
+	security: [{
+		name: "x-api-key",
+		type: "apiKey"
+	}, {
+		scheme: "bearer",
+		type: "http"
+	}],
+	url: "/tenants/{tenant}/email-configs/{code}/drafts",
+	...options,
+	headers: {
+		"Content-Type": "application/json",
+		...options.headers
+	}
+});
+/**
 * Get engagement settings
 *
 * Returns the engagement settings for the specified tenant
@@ -3393,6 +3429,37 @@ var SodiumApiClient = class {
 		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, `list emails for client ${clientCode}`);
 		return data;
 	}
+	async findOwnDraftMailbox() {
+		const correlationId = randomUUID();
+		const userCode = await this.getCurrentTenantUserCode();
+		const { data, error, response } = await listEmailConfigs({
+			path: { tenant: this.tenant },
+			query: {
+				status: "Active",
+				limit: 50,
+				offset: 0
+			},
+			headers: { "X-Correlation-Id": correlationId },
+			client: this.http
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "list your connected mailboxes");
+		const own = (data.data ?? []).filter((c) => c.tenantUser?.code === userCode && c.readEnabled && c.code);
+		return own.find((c) => c.isDefault) ?? own[0];
+	}
+	async createMailboxDraft(mailboxCode, body) {
+		const correlationId = randomUUID();
+		const { data, error, response } = await createMailboxDraft({
+			path: {
+				tenant: this.tenant,
+				code: mailboxCode
+			},
+			body,
+			headers: { "X-Correlation-Id": correlationId },
+			client: this.http
+		});
+		if (error !== void 0 || !data) throw this.toError(response, error, correlationId, "save the email draft");
+		return data;
+	}
 	async listAmlClients(query = {}) {
 		const correlationId = randomUUID();
 		const { data, error, response } = await getAmlClients({
@@ -4052,7 +4119,7 @@ async function handleGetPracticeDetails(api) {
 }
 //#endregion
 //#region ../mcp-core/src/tools/list-clients.ts
-const statusEnum$15 = z.enum([
+const statusEnum$16 = z.enum([
 	"Active",
 	"Inactive",
 	"Prospect",
@@ -4071,7 +4138,7 @@ const typeEnum$1 = z.enum([
 const sortByEnum$20 = z.enum(["Name", "InternalReference"]);
 const ListClientsInputSchema = {
 	search: z.string().min(3, "Search must be at least 3 characters when provided").optional().describe("Free-text search across client code, name, and internal reference. Minimum 3 characters. Omit to browse by filter only."),
-	status: z.array(statusEnum$15).optional().describe("Filter by client status. Defaults to all statuses if omitted. Example: ['Active'] for active clients only."),
+	status: z.array(statusEnum$16).optional().describe("Filter by client status. Defaults to all statuses if omitted. Example: ['Active'] for active clients only."),
 	type: z.array(typeEnum$1).optional().describe("Filter by organisation type. Use ['PrivateLimitedCompany', 'PublicLimitedCompany'] for 'limited companies'. Use ['LimitedLiabilityPartnership'] for LLPs. Defaults to all types if omitted."),
 	managerCode: z.array(z.string()).optional().describe("Filter by assigned manager user codes."),
 	partnerCode: z.array(z.string()).optional().describe("Filter by assigned partner user codes."),
@@ -4884,7 +4951,7 @@ function describeFilters$3(args) {
 }
 //#endregion
 //#region ../mcp-core/src/tools/list-tasks.ts
-const statusEnum$14 = z.enum([
+const statusEnum$15 = z.enum([
 	"NotStarted",
 	"InProgress",
 	"Blocked",
@@ -4945,7 +5012,7 @@ const stepTypeEnum$1 = z.enum([
 const ListTasksInputSchema = {
 	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. 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."),
+	status: z.array(statusEnum$15).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'. 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."),
@@ -5045,7 +5112,7 @@ function describeFilters$2(args) {
 }
 //#endregion
 //#region ../mcp-core/src/tools/list-users.ts
-const statusEnum$13 = z.enum([
+const statusEnum$14 = z.enum([
 	"Created",
 	"Invited",
 	"Active",
@@ -5065,7 +5132,7 @@ const sortByEnum$17 = z.enum([
 ]);
 const ListUsersInputSchema = {
 	search: z.string().min(3, "Search must be at least 3 characters when provided").optional().describe("Free-text search across user code, first name, last name, and email. Minimum 3 characters. Use for 'find Jane' when the name isn't in the startup roster (large teams, non-active users)."),
-	status: statusEnum$13.optional().describe("Filter by a single user status. Use 'Active' for currently-working members, 'Invited' for pending invitations, 'Disabled' for offboarded users, 'Deleted' for removed users. Note: this is a single value, not an array."),
+	status: statusEnum$14.optional().describe("Filter by a single user status. Use 'Active' for currently-working members, 'Invited' for pending invitations, 'Disabled' for offboarded users, 'Deleted' for removed users. Note: this is a single value, not an array."),
 	systemRole: systemRoleEnum.optional().describe("Filter by system role. Admin = full access, StandardUser = normal access, Viewer = read-only. Single value."),
 	isClientManager: z.boolean().optional().describe("Set true to return only users flagged as client managers; false to exclude them."),
 	isPartner: z.boolean().optional().describe("Set true to return only users flagged as partners; false to exclude them. Use for 'list partners' queries."),
@@ -5632,7 +5699,7 @@ const GetServiceDeliveryReportInputSchema = {
 	...reportEntityFilters,
 	...reportPagingFields
 };
-function formatRow$6(r) {
+function formatRow$8(r) {
 	const statutory = (r.statutoryCount ?? 0) > 0 ? ` · statutory ${fmtPct(r.statutoryOnTimePct)} (of ${r.statutoryCount})` : "";
 	const worst = fmtRef(r.worstTask);
 	return `- ${r.groupName}: ${r.completedCount} completed · avg ${fmtDays(r.avgTurnaroundDays)} / median ${fmtDays(r.medianTurnaroundDays)} · on-time ${fmtPct(r.onTimePct)}${statutory} · worst ${r.worstCaseDays ?? 0}d${worst ? ` — ${worst}` : ""}`;
@@ -5648,7 +5715,7 @@ async function handleGetServiceDeliveryReport(api, args) {
 			`Summary: ${s?.completedCount ?? 0} completed · avg ${fmtDays(s?.avgTurnaroundDays)} / median ${fmtDays(s?.medianTurnaroundDays)} turnaround · on-time ${fmtPct(s?.onTimePct)}` + ((s?.statutoryCount ?? 0) > 0 ? ` · statutory compliance ${fmtPct(s?.statutoryOnTimePct)} (of ${s?.statutoryCount} with statutory deadlines)` : " · no statutory deadlines in period") + ` · ${s?.overdueCount ?? 0} currently overdue (now-snapshot, ignores the window)`,
 			"",
 			`Breakdown by ${args.groupBy ?? "Service"} (${header}):`,
-			...rows.map(formatRow$6)
+			...rows.map(formatRow$8)
 		];
 		if (rows.length === 0) lines.push("(no tasks completed in the window)");
 		if (hint) lines.push("", hint);
@@ -5723,7 +5790,7 @@ const GetDeadlineComplianceReportInputSchema = {
 	...reportEntityFilters,
 	...reportPagingFields
 };
-function formatRow$5(r) {
+function formatRow$7(r) {
 	const worst = fmtRef(r.worstTask);
 	const pending = (r.pendingCount ?? 0) > 0 ? ` · ${r.pendingCount} not yet due` : "";
 	return `- ${r.groupName}: ${r.deadlineCount} deadlines · ${r.metCount} met (${fmtPct(r.compliancePct)}) · ${r.lateCount} completed late · ${r.missedOpenCount} missed & still open${pending} · avg ${fmtDays(r.avgDaysLate)} late${worst ? ` · worst ${r.worstDaysLate}d — ${worst}` : ""}`;
@@ -5742,7 +5809,7 @@ async function handleGetDeadlineComplianceReport(api, args) {
 			"Upcoming (now-snapshot of OPEN tasks, ignores the window): " + (report.upcomingDeadlines ?? []).map((b) => `${b.count} ${b.code === "overdue" ? "overdue" : `due in ${b.code} days`}`).join(" · "),
 			"",
 			`Breakdown by ${args.groupBy ?? "Service"} (${header}):`,
-			...rows.map(formatRow$5)
+			...rows.map(formatRow$7)
 		];
 		if (rows.length === 0) lines.push(`(no ${basis} fell in the window)`);
 		if (hint) lines.push("", hint);
@@ -5769,7 +5836,7 @@ const GetClientResponsivenessReportInputSchema = {
 	category: reportEntityFilters.category,
 	...reportPagingFields
 };
-function formatRow$4(r) {
+function formatRow$6(r) {
 	const worst = fmtRef(r.worstTask);
 	return `- ${r.groupName}: ${r.stepCount} steps · avg ${fmtDays(r.avgResponseDays)} / median ${fmtDays(r.medianResponseDays)} response · ${r.totalChases} chases (${fmtPct(r.chasedPct)} of steps chased)` + (r.worstCaseDays != null ? ` · worst ${fmtDays(r.worstCaseDays)}${worst ? ` — ${worst}` : ""}` : "");
 }
@@ -5784,7 +5851,7 @@ async function handleGetClientResponsivenessReport(api, args) {
 			`Summary: ${s?.stepCount ?? 0} steps · avg ${fmtDays(s?.avgResponseDays)} / median ${fmtDays(s?.medianResponseDays)} response · ${s?.totalChases ?? 0} chases (${fmtPct(s?.chasedPct)} of steps chased) · ${s?.outstandingCount ?? 0} currently waiting on a client (now-snapshot${s?.oldestOutstandingDays != null ? `, oldest ${fmtDays(s.oldestOutstandingDays)}` : ""})`,
 			"",
 			`Breakdown by ${args.groupBy ?? "Client"} (${header}):`,
-			...rows.map(formatRow$4)
+			...rows.map(formatRow$6)
 		];
 		if (rows.length === 0) lines.push("(no client-facing steps completed in the window)");
 		if (hint) lines.push("", hint);
@@ -5807,7 +5874,7 @@ const GetTeamWorkloadReportInputSchema = {
 	category: reportEntityFilters.category,
 	...reportPagingFields
 };
-function formatRow$3(r) {
+function formatRow$5(r) {
 	const open = `${r.openCount} open (${r.overdueCount} overdue, ${r.blockedCount} blocked)`;
 	const done = (r.completedCount ?? 0) > 0 ? `${r.completedCount} completed · avg ${fmtDays(r.avgTurnaroundDays)} · on-time ${fmtPct(r.onTimePct)}` : "0 completed";
 	return `- ${r.groupName}: ${open} · ${done}`;
@@ -5823,7 +5890,7 @@ async function handleGetTeamWorkloadReport(api, args) {
 			`Summary: ${s?.openCount ?? 0} open (${s?.overdueCount ?? 0} overdue, ${s?.blockedCount ?? 0} blocked, ${s?.unassignedCount ?? 0} unassigned) · ${s?.completedCount ?? 0} completed in window · avg turnaround ${fmtDays(s?.avgTurnaroundDays)}`,
 			"",
 			`Breakdown by ${args.groupBy ?? "User"} (busiest first, ${header}):`,
-			...rows.map(formatRow$3)
+			...rows.map(formatRow$5)
 		];
 		if (rows.length === 0) lines.push("(no open or completed tasks match the filters)");
 		if (hint) lines.push("", hint);
@@ -5847,7 +5914,7 @@ const GetWipAgeingReportInputSchema = {
 	...reportEntityFilters,
 	...reportPagingFields
 };
-function formatRow$2(r) {
+function formatRow$4(r) {
 	const oldest = fmtRef(r.oldestTask);
 	return `- ${r.groupName}: ${r.count} open · avg age ${fmtDays(r.avgAgeDays)} · oldest ${r.oldestAgeDays ?? 0}d${oldest ? ` — ${oldest}` : ""} · ${r.blockedCount} blocked · ${r.overdueCount} overdue`;
 }
@@ -5863,7 +5930,7 @@ async function handleGetWipAgeingReport(api, args) {
 			`Summary: ${s?.openCount ?? 0} open · ${s?.notStartedCount ?? 0} not started · ${s?.blockedCount ?? 0} blocked · ${s?.overdueCount ?? 0} overdue · avg age ${fmtDays(s?.avgAgeDays)}${s?.oldestAgeDays != null ? ` · oldest ${s.oldestAgeDays}d${oldest ? ` — ${oldest}` : ""}` : ""}`,
 			"",
 			`Breakdown by ${args.groupBy ?? "AgeBucket"} (${header}):`,
-			...rows.map(formatRow$2)
+			...rows.map(formatRow$4)
 		];
 		if (rows.length === 0) lines.push("(no open work matches the filters)");
 		if (hint) lines.push("", hint);
@@ -6742,7 +6809,7 @@ async function handleGetCompaniesHouseProfile(api, args) {
 }
 //#endregion
 //#region ../mcp-core/src/tools/list-document-requests.ts
-const statusEnum$12 = z.enum([
+const statusEnum$13 = z.enum([
 	"Draft",
 	"Open",
 	"Submitted",
@@ -6756,7 +6823,7 @@ const sortByEnum$11 = z.enum([
 	"Deadline"
 ]);
 const ListDocumentRequestsInputSchema = {
-	status: statusEnum$12.optional().describe("Filter by request status. 'Open' = sent and waiting on the client (use for 'what are we waiting on from clients?'). 'Submitted' = client responded, awaiting practice review (use for 'what needs reviewing?'). 'Draft' = not yet sent. 'Accepted'/'Rejected' = reviewed. Single value — call per status for multiple."),
+	status: statusEnum$13.optional().describe("Filter by request status. 'Open' = sent and waiting on the client (use for 'what are we waiting on from clients?'). 'Submitted' = client responded, awaiting practice review (use for 'what needs reviewing?'). 'Draft' = not yet sent. 'Accepted'/'Rejected' = reviewed. Single value — call per status for multiple."),
 	clientCode: z.string().optional().describe("Filter to one client's document requests. Get the code from list_clients."),
 	managerCode: z.string().optional().describe("Filter by the client manager's user code — 'what are MY clients waiting to send us?' for a manager."),
 	partnerCode: z.string().optional().describe("Filter by the client partner's user code."),
@@ -6821,6 +6888,274 @@ async function handleListDocumentRequests(api, args) {
 	}
 }
 //#endregion
+//#region ../mcp-core/src/tools/list-overdue-requests.ts
+const PAGE_SIZE = 50;
+const MAX_PAGES = 4;
+const ListOverdueRequestsInputSchema = {
+	clientCode: z.string().optional().describe("Only this client's overdue requests. Get the code from list_clients."),
+	managerCode: z.string().optional().describe("Only requests for clients with this manager (user code) — 'which of Jane's clients owe us documents?'."),
+	partnerCode: z.string().optional().describe("Only requests for clients with this partner (user code)."),
+	taskCategoryCode: z.string().optional().describe("Only requests linked to tasks in this category. Codes come from list_task_categories."),
+	limit: z.number().int().min(1).max(50).optional().describe("Most overdue requests to return. Default 20, max 50.")
+};
+function daysOverdue(deadline, today) {
+	return Math.floor((Date.parse(today) - Date.parse(deadline.slice(0, 10))) / 864e5);
+}
+function formatRow$3(r, today) {
+	const client = r.client?.name ? ` · ${r.client.name}${r.client.code ? ` (${r.client.code})` : ""}` : "";
+	const days = daysOverdue(r.deadline, today);
+	const chase = r.chase?.lastChasedDate ? `last chased ${r.chase.lastChasedDate.slice(0, 10)}` : "never chased";
+	const next = r.chase?.nextChaseDate ? `, next chase ${r.chase.nextChaseDate.slice(0, 10)}` : "";
+	return `- ${days} day${days === 1 ? "" : "s"} overdue · ${r.title ?? "(untitled)"} (${r.code ?? "no code"})${client} · deadline ${r.deadline.slice(0, 10)} · ${chase}${next}`;
+}
+async function handleListOverdueRequests(api, args) {
+	try {
+		const today = (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
+		const overdue = [];
+		let scanned = 0;
+		let more = false;
+		for (let page = 0; page < MAX_PAGES; page++) {
+			const result = await api.listDocumentRequests({
+				status: "Open",
+				clientCode: args.clientCode,
+				managerCode: args.managerCode,
+				partnerCode: args.partnerCode,
+				taskCategoryCode: args.taskCategoryCode,
+				sortBy: "Deadline",
+				sortDesc: false,
+				limit: PAGE_SIZE,
+				offset: page * PAGE_SIZE
+			});
+			const items = result.data ?? [];
+			scanned += items.length;
+			let reachedNotDue = false;
+			for (const r of items) if (r.deadline && r.deadline.slice(0, 10) < today) overdue.push(r);
+			else if (r.deadline) {
+				reachedNotDue = true;
+				break;
+			}
+			if (reachedNotDue || !result.hasMore) break;
+			if (page === MAX_PAGES - 1) more = true;
+		}
+		if (overdue.length === 0) return { content: [{
+			type: "text",
+			text: more ? `No overdue document requests found in the first ${scanned} open requests checked.` : "No overdue document requests. Every open request is within its deadline or has none."
+		}] };
+		overdue.sort((a, b) => a.deadline.localeCompare(b.deadline));
+		const limit = args.limit ?? 20;
+		const shown = overdue.slice(0, limit);
+		const lines = [
+			overdue.length > shown.length ? `${overdue.length} overdue document requests (showing the ${shown.length} most overdue):` : `${overdue.length} overdue document request${overdue.length === 1 ? "" : "s"}, most overdue first:`,
+			"",
+			...shown.map((r) => formatRow$3(r, today))
+		];
+		if (more) lines.push("", `Checked the first ${scanned} open requests only; narrow with clientCode or managerCode to be sure nothing is missed.`);
+		return { content: [{
+			type: "text",
+			text: lines.join("\n")
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error listing overdue requests: ${error.message} (correlation: ${error.correlationId})` : `Error listing overdue requests: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
+//#region ../mcp-core/src/tools/list-upcoming-key-dates.ts
+const keyDateTypeEnum = z.enum([
+	"AccountsNextDue",
+	"ConfirmationStatementDue",
+	"NextVatReturnDueAnnual",
+	"NextPayeCisFilingDue",
+	"PensionReEnrolmentDate",
+	"CharityAnnualReturnDue",
+	"CharityAccountsDue",
+	"YearEnd",
+	"AccountsNextPeriodStart",
+	"AccountsNextPeriodEnd",
+	"ConfirmationStatementNextMadeUpTo",
+	"IncorporationDate",
+	"AccountsLastPeriodFiled",
+	"AccountsLastPeriodStart",
+	"AccountsLastPeriodEnd",
+	"AccountsLastMadeUpTo",
+	"LastConfirmationStatementFiled",
+	"LastConfirmationStatementMadeUpTo",
+	"CharityLastAnnualReturnReceived",
+	"CharityLastAccountsReceived",
+	"CharityFinancialYearEnd"
+]);
+const rangeEnum = z.enum([
+	"Today",
+	"ThisWeek",
+	"NextWeek",
+	"Next7Days",
+	"Next30Days",
+	"ThisMonth",
+	"NextMonth",
+	"ThisQuarter",
+	"NextQuarter",
+	"ThisYear",
+	"NextYear",
+	"ThisTaxYear",
+	"NextTaxYear",
+	"CustomDateRange"
+]);
+const statusEnum$12 = z.enum([
+	"Active",
+	"Inactive",
+	"Prospect",
+	"LostProspect"
+]);
+const ListUpcomingKeyDatesInputSchema = {
+	keyDateType: keyDateTypeEnum.describe("Which key date to look at. 'AccountsNextDue' = statutory accounts filing deadline, 'ConfirmationStatementDue' = Companies House confirmation statement, 'NextVatReturnDueAnnual' = annual-scheme VAT return, 'NextPayeCisFilingDue' = PAYE/CIS filing, 'PensionReEnrolmentDate' = auto-enrolment re-enrolment, 'CharityAnnualReturnDue' / 'CharityAccountsDue' = charity filings, 'YearEnd' = accounting year end. The quarterly and monthly VAT return dates and MTD ITSA quarter dates are calculated per client and cannot be searched this way."),
+	keyDateRange: rangeEnum.optional().describe("Window the date must fall in. Defaults to Next30Days. Use 'Next7Days' for 'due this week or so', 'ThisMonth' / 'NextMonth' for month views, 'ThisQuarter' / 'NextQuarter' for quarter planning. 'CustomDateRange' needs keyDateFrom and keyDateTo."),
+	keyDateFrom: z.string().optional().describe("Start of the window (YYYY-MM-DD, inclusive). Only with keyDateRange='CustomDateRange'."),
+	keyDateTo: z.string().optional().describe("End of the window (YYYY-MM-DD, inclusive). Only with keyDateRange='CustomDateRange'."),
+	status: z.array(statusEnum$12).optional().describe("Client statuses to include. Defaults to ['Active'] so dormant clients and prospects don't clutter the list."),
+	managerCode: z.array(z.string()).optional().describe("Only clients with these managers (user codes). Use for 'Jane's clients with accounts due soon'."),
+	partnerCode: z.array(z.string()).optional().describe("Only clients with these partners (user codes)."),
+	teamCode: z.array(z.string()).optional().describe("Only clients assigned to these teams. Codes come from list_teams."),
+	limit: z.number().int().min(0).max(50).optional().describe("Clients per page. Default 25, max 50. Pass 0 for a count only ('how many clients have accounts due next month?')."),
+	offset: z.number().int().min(0).optional().describe("Number of clients to skip for pagination. Default 0.")
+};
+function formatRow$2(c, dateType) {
+	const date = c.keyDates?.find((d) => d.dateType === dateType)?.date;
+	return `- ${date ? date.slice(0, 10) : "no date"} · ${c.name ?? "(no name)"} (${c.code ?? "no code"})`;
+}
+async function handleListUpcomingKeyDates(api, args) {
+	try {
+		const range = args.keyDateRange ?? "Next30Days";
+		if (range === "CustomDateRange" && (!args.keyDateFrom || !args.keyDateTo)) return {
+			content: [{
+				type: "text",
+				text: "keyDateFrom and keyDateTo are both needed when keyDateRange is CustomDateRange."
+			}],
+			isError: true
+		};
+		const limit = args.limit ?? 25;
+		const query = {
+			keyDateType: args.keyDateType,
+			keyDateRange: range,
+			keyDateFrom: range === "CustomDateRange" ? args.keyDateFrom : void 0,
+			keyDateTo: range === "CustomDateRange" ? args.keyDateTo : void 0,
+			status: args.status?.length ? args.status : ["Active"],
+			managerCode: args.managerCode,
+			partnerCode: args.partnerCode,
+			teamCode: args.teamCode,
+			sortBy: "KeyDate",
+			sortKeyDateType: args.keyDateType,
+			limit,
+			offset: args.offset
+		};
+		const result = await api.listClients(query);
+		const items = result.data ?? [];
+		const total = result.totalCount ?? items.length;
+		const window = range === "CustomDateRange" ? `${args.keyDateFrom} to ${args.keyDateTo}` : range;
+		if (limit === 0) return { content: [{
+			type: "text",
+			text: `${total} client${total === 1 ? "" : "s"} with ${args.keyDateType} in ${window}.`
+		}] };
+		if (items.length === 0) return { content: [{
+			type: "text",
+			text: `No clients have ${args.keyDateType} in ${window}.`
+		}] };
+		const lines = [
+			total > items.length ? `${total} clients have ${args.keyDateType} in ${window} (showing ${items.length}, soonest first):` : `${items.length} client${items.length === 1 ? "" : "s"} with ${args.keyDateType} in ${window}, soonest first:`,
+			"",
+			...items.map((c) => formatRow$2(c, args.keyDateType))
+		];
+		if (result.hasMore) lines.push("", `More results available — call again with offset: ${(args.offset ?? 0) + items.length}.`);
+		return { content: [{
+			type: "text",
+			text: lines.join("\n")
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error listing upcoming key dates: ${error.message} (correlation: ${error.correlationId})` : `Error listing upcoming key dates: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
+//#region ../mcp-core/src/tools/draft-email-to-client.ts
+const recipient = z.object({
+	email: z.string().email().describe("Email address."),
+	name: z.string().optional().describe("Display name (optional).")
+});
+const DraftEmailToClientInputSchema = {
+	to: z.array(recipient).min(1, "At least one recipient is required").describe("Who the draft is addressed to. A client's contact emails come from get_client_summary or list_contacts."),
+	subject: z.string().optional().describe("Subject line."),
+	body: z.string().min(1, "Email body cannot be empty").describe("The email body as HTML (paragraphs in <p>, line breaks as <br>). The user's mailbox signature is not added automatically."),
+	cc: z.array(recipient).optional().describe("CC recipients.")
+};
+const noMailbox = "I couldn't save a draft because you don't have a mailbox connected to Sodium with permission to read email. Connect one under Settings > Email in Sodium, or ask a practice admin to give you access, then try again.";
+const needsReconnect = "I couldn't save a draft because your connected mailbox needs reconnecting. Reconnect it under Settings > Email in Sodium, then try again.";
+async function handleDraftEmailToClient(api, args) {
+	try {
+		const mailbox = await api.findOwnDraftMailbox();
+		if (!mailbox?.code) return {
+			content: [{
+				type: "text",
+				text: noMailbox
+			}],
+			isError: true
+		};
+		let result;
+		try {
+			result = await api.createMailboxDraft(mailbox.code, {
+				subject: args.subject,
+				htmlBody: args.body,
+				toRecipients: args.to,
+				ccRecipients: args.cc
+			});
+		} catch (error) {
+			if (error instanceof SodiumApiError && error.statusCode === 403) return {
+				content: [{
+					type: "text",
+					text: noMailbox
+				}],
+				isError: true
+			};
+			throw error;
+		}
+		if (result.reconnectRequired) return {
+			content: [{
+				type: "text",
+				text: needsReconnect
+			}],
+			isError: true
+		};
+		if (!result.success) return {
+			content: [{
+				type: "text",
+				text: `The draft could not be saved: ${result.errorMessage ?? "the mail provider refused it"}.`
+			}],
+			isError: true
+		};
+		const who = args.to.map((r) => r.name ?? r.email).join(", ");
+		return { content: [{
+			type: "text",
+			text: `Draft saved in ${mailbox.fromEmail ?? "your mailbox"}, addressed to ${who}. It has not been sent; open your Drafts folder to review and send it.`
+		}] };
+	} catch (error) {
+		return {
+			content: [{
+				type: "text",
+				text: error instanceof SodiumApiError ? `Error saving email draft: ${error.message} (correlation: ${error.correlationId})` : `Error saving email draft: ${error instanceof Error ? error.message : String(error)}`
+			}],
+			isError: true
+		};
+	}
+}
+//#endregion
 //#region ../mcp-core/src/tools/list-data-form-requests.ts
 const statusEnum$11 = z.enum(["PendingResponse", "ResponseReceived"]);
 const sortByEnum$10 = z.enum(["CreatedDate", "Status"]);
@@ -9866,6 +10201,18 @@ async function buildServer(config) {
 		inputSchema: ListDocumentRequestsInputSchema,
 		annotations: lookupAnnotations
 	}, (args) => handleListDocumentRequests(api, args));
+	registerTenantTool(server, api, "list_overdue_requests", {
+		title: "List overdue document requests",
+		description: "List document requests that have been sent to clients, are still waiting on them, and are past their deadline, most overdue first. Each row shows days overdue, the client, the deadline and chase history (last chased, next chase). Optional filters: client, manager, partner, task category. Answers 'who do we need to chase?', 'which of Jane's clients are overdue sending records?', 'is ACME overdue on anything?'. Covers document requests only; data form requests have no deadline. Requests without a deadline are never overdue. For every open request regardless of deadline, use list_document_requests.",
+		inputSchema: ListOverdueRequestsInputSchema,
+		annotations: lookupAnnotations
+	}, (args) => handleListOverdueRequests(api, args));
+	registerTenantTool(server, api, "list_upcoming_key_dates", {
+		title: "List clients with a key date coming up",
+		description: "List clients whose chosen key date falls inside a window, soonest first, across the whole practice. Pick the date type (accounts due, confirmation statement due, annual VAT return due, PAYE/CIS filing due, pension re-enrolment, charity returns, year end and others) and a window (Next7Days, Next30Days, ThisMonth, NextQuarter, a custom range and others). Defaults to active clients and the next 30 days. Filters: manager, partner, team, status. Answers 'whose accounts are due next month?', 'which confirmation statements are due in the next fortnight?', 'how many clients have a year end this quarter?' (limit=0). Quarterly and monthly VAT return dates and MTD ITSA quarter dates are calculated per client and cannot be searched here; get_client_summary shows them for one client. To change a date, use update_client_dates.",
+		inputSchema: ListUpcomingKeyDatesInputSchema,
+		annotations: lookupAnnotations
+	}, (args) => handleListUpcomingKeyDates(api, args));
 	registerTenantTool(server, api, "list_data_form_requests", {
 		title: "List / filter data form (questionnaire) requests",
 		description: "List data-form (questionnaire) requests sent to clients — e.g. Self Assessment questionnaires, onboarding forms — with status, client, form, category, manager/partner, search, sort, and pagination. Each row shows status, sent/submitted dates, answers awaiting review, and chase history. Answers 'who still hasn't returned the SA questionnaire?' (formCode + status=PendingResponse), 'which form responses need reviewing?' (status=ResponseReceived — check pendingReviewCount per row), 'what forms has ACME been sent?' (clientCode). Statuses: PendingResponse (waiting on client) / ResponseReceived (submitted; answers may still need review).",
@@ -10237,6 +10584,17 @@ async function buildServer(config) {
 			openWorldHint: true
 		}
 	}, (args) => handleAddClientNote(api, args));
+	registerWriteTool(server, api, config.context, "draft_email_to_client", {
+		title: "Draft an email to a client",
+		description: "Save a draft email in the signed-in user's own connected mailbox (their default mailbox if they have several). Takes recipients (email, optional name), an optional subject, an HTML body and optional CC. The draft is never sent: the user reviews and sends it from their Drafts folder. Needs the user to have a mailbox connected to Sodium with permission to read email; otherwise it says so. Recipient addresses for a client come from get_client_summary or list_contacts. Attachments are not supported.",
+		inputSchema: DraftEmailToClientInputSchema,
+		annotations: {
+			readOnlyHint: false,
+			destructiveHint: false,
+			idempotentHint: false,
+			openWorldHint: true
+		}
+	}, (args) => handleDraftEmailToClient(api, args));
 	registerWriteTool(server, api, config.context, "update_client_custom_fields", {
 		title: "Update custom field values on a client",
 		description: "Set or clear custom field values on a client. Accepts a map of field codes to values. Only fields included in the map are updated — omitted fields keep their current values. Pass null to clear a field. Field codes and current values are visible in the Custom Fields section of get_client_summary. Values are validated against the field's data type (Text, Number, Date, Boolean, Select, MultiSelect) before sending — invalid values return a validation error with guidance. Use this when the user says things like 'set the referral source on ACME to Google', 'update the fee review date for Smith & Co', 'clear the VAT scheme field on Greggs'. Multiple fields can be updated in a single call.",
@@ -10303,6 +10661,7 @@ var groups = [
 			"link_contact_to_client",
 			"update_client_business_details",
 			"update_client_dates",
+			"list_upcoming_key_dates",
 			"update_client_custom_fields",
 			"add_client_note"
 		]
@@ -10354,6 +10713,7 @@ var groups = [
 		"name": "Documents & forms",
 		"tools": [
 			"list_document_requests",
+			"list_overdue_requests",
 			"create_document_request",
 			"list_client_documents",
 			"list_data_forms",
@@ -10377,6 +10737,7 @@ var groups = [
 		"name": "Email & Communication",
 		"tools": [
 			"list_client_emails",
+			"draft_email_to_client",
 			"get_client_email_thread",
 			"list_sent_emails",
 			"get_sent_email",
@@ -10469,6 +10830,9 @@ var summaries = {
 	"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_upcoming_key_dates": "Find clients with accounts, filings or other key dates coming up.",
+	"list_overdue_requests": "See document requests that are past their deadline and need chasing.",
+	"draft_email_to_client": "Save a draft email in your own mailbox, ready for you to review and send.",
 	"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.",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@sodiumhq/mcp-pm",
-  "version": "0.1.0-beta.6359",
+  "version": "0.1.0-beta.6554",
   "description": "Sodium Practice Management MCP server — lets AI assistants interact with your Sodium tenant",
   "type": "module",
   "bin": {