@stupidcodefactory/freeagent-mcp-server 1.0.0

package/dist/prompts/monthly-expense-summary.js

@@ -0,0 +1,84 @@
+export const monthlyExpenseSummaryPrompt = {
+    name: 'monthly_expense_summary',
+    description: 'Generate a comprehensive expense analysis for a specified month',
+    arguments: [
+        {
+            name: 'month',
+            description: 'Month number (1-12)',
+            required: true,
+        },
+        {
+            name: 'year',
+            description: 'Year (YYYY)',
+            required: true,
+        },
+    ],
+};
+export function getMonthlyExpenseSummaryMessages(month, year) {
+    const monthNum = parseInt(month, 10);
+    const yearNum = parseInt(year, 10);
+    // Calculate date range
+    const startDate = `${year}-${month.padStart(2, '0')}-01`;
+    const lastDay = new Date(yearNum, monthNum, 0).getDate();
+    const endDate = `${year}-${month.padStart(2, '0')}-${lastDay}`;
+    // Previous month for comparison
+    const prevMonth = monthNum === 1 ? 12 : monthNum - 1;
+    const prevYear = monthNum === 1 ? yearNum - 1 : yearNum;
+    const prevStartDate = `${prevYear}-${prevMonth.toString().padStart(2, '0')}-01`;
+    const prevLastDay = new Date(prevYear, prevMonth, 0).getDate();
+    const prevEndDate = `${prevYear}-${prevMonth.toString().padStart(2, '0')}-${prevLastDay}`;
+    const messages = [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: `Analyze expenses for ${monthNum}/${yearNum}. Include:
+1. Total expenses by category
+2. Top 5 vendors by spend
+3. Month-over-month comparison with ${prevMonth}/${prevYear}
+4. Flag any unusual expenses (>2x average)
+5. Tax-deductible totals
+
+Please read the expense and bill data from the resources and provide a comprehensive analysis.`,
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://expenses?from_date=${startDate}&to_date=${endDate}`,
+                    mimeType: 'application/json',
+                    text: `Fetch expenses from ${startDate} to ${endDate}`,
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://bills?from_date=${startDate}&to_date=${endDate}`,
+                    mimeType: 'application/json',
+                    text: `Fetch bills from ${startDate} to ${endDate}`,
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://expenses?from_date=${prevStartDate}&to_date=${prevEndDate}`,
+                    mimeType: 'application/json',
+                    text: `Fetch previous month expenses for comparison`,
+                },
+            },
+        },
+    ];
+    return {
+        description: `Monthly expense summary for ${monthNum}/${yearNum}`,
+        messages,
+    };
+}
+//# sourceMappingURL=monthly-expense-summary.js.map

package/dist/prompts/monthly-expense-summary.js.map

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package/dist/prompts/overdue-invoice-followup.d.ts

@@ -0,0 +1,12 @@
+import type { GetPromptResult } from '@modelcontextprotocol/sdk/types.js';
+export declare const overdueInvoiceFollowupPrompt: {
+    name: string;
+    description: string;
+    arguments: {
+        name: string;
+        description: string;
+        required: boolean;
+    }[];
+};
+export declare function getOverdueInvoiceFollowupMessages(contactId?: string): GetPromptResult;
+//# sourceMappingURL=overdue-invoice-followup.d.ts.map

package/dist/prompts/overdue-invoice-followup.d.ts.map

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package/dist/prompts/overdue-invoice-followup.js

@@ -0,0 +1,63 @@
+export const overdueInvoiceFollowupPrompt = {
+    name: 'overdue_invoice_followup',
+    description: 'Draft reminder emails for overdue invoices',
+    arguments: [
+        {
+            name: 'contact_id',
+            description: 'Optional: specific contact ID to filter by',
+            required: false,
+        },
+    ],
+};
+export function getOverdueInvoiceFollowupMessages(contactId) {
+    const invoiceUri = contactId
+        ? `freeagent://invoices?status=overdue&contact=${contactId}`
+        : 'freeagent://invoices?status=overdue';
+    const messages = [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: `Review overdue invoices and help me draft follow-up emails.
+
+For each overdue invoice:
+1. Note how many days overdue
+2. Check if there are previous invoices from this contact (payment history)
+3. Draft an appropriate reminder email:
+   - 1-7 days: Friendly reminder
+   - 8-30 days: Firm but polite follow-up
+   - 30+ days: Escalation notice
+
+Include the invoice reference, amount, and due date in each email draft.
+${contactId ? `Focusing on contact ID: ${contactId}` : 'Show all overdue invoices grouped by contact.'}`,
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: invoiceUri,
+                    mimeType: 'application/json',
+                    text: 'Overdue invoices',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: 'freeagent://contacts?view=active',
+                    mimeType: 'application/json',
+                    text: 'Contact details for personalization',
+                },
+            },
+        },
+    ];
+    return {
+        description: 'Overdue invoice follow-up emails',
+        messages,
+    };
+}
+//# sourceMappingURL=overdue-invoice-followup.js.map

package/dist/prompts/overdue-invoice-followup.js.map

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package/dist/prompts/project-profitability.d.ts

@@ -0,0 +1,12 @@
+import type { GetPromptResult } from '@modelcontextprotocol/sdk/types.js';
+export declare const projectProfitabilityPrompt: {
+    name: string;
+    description: string;
+    arguments: {
+        name: string;
+        description: string;
+        required: boolean;
+    }[];
+};
+export declare function getProjectProfitabilityMessages(projectId: string): GetPromptResult;
+//# sourceMappingURL=project-profitability.d.ts.map

package/dist/prompts/project-profitability.d.ts.map

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package/dist/prompts/project-profitability.js

@@ -0,0 +1,103 @@
+export const projectProfitabilityPrompt = {
+    name: 'project_profitability',
+    description: 'Analyze profit margins and efficiency for a specific project',
+    arguments: [
+        {
+            name: 'project_id',
+            description: 'Project ID to analyze',
+            required: true,
+        },
+    ],
+};
+export function getProjectProfitabilityMessages(projectId) {
+    const messages = [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: `Analyze the profitability of project ${projectId}. Calculate:
+
+1. Revenue Analysis:
+   - Total invoiced amount
+   - Outstanding invoices
+   - Average hourly/daily rate achieved
+
+2. Cost Analysis:
+   - Time logged (hours × cost rate)
+   - Direct expenses
+   - Bills allocated to project
+
+3. Profitability Metrics:
+   - Gross profit
+   - Profit margin percentage
+   - Budget vs actual comparison
+   - Efficiency (actual vs budgeted time)
+
+4. Recommendations:
+   - Is the project on track?
+   - Areas for improvement
+   - Rate adjustment suggestions`,
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://projects/${projectId}`,
+                    mimeType: 'application/json',
+                    text: 'Project details',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://invoices?project=${projectId}`,
+                    mimeType: 'application/json',
+                    text: 'Project invoices',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://timeslips?project=${projectId}`,
+                    mimeType: 'application/json',
+                    text: 'Time logged against project',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://expenses?project=${projectId}`,
+                    mimeType: 'application/json',
+                    text: 'Project expenses',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://bills?project=${projectId}`,
+                    mimeType: 'application/json',
+                    text: 'Bills allocated to project',
+                },
+            },
+        },
+    ];
+    return {
+        description: `Project profitability analysis for project ${projectId}`,
+        messages,
+    };
+}
+//# sourceMappingURL=project-profitability.js.map

package/dist/prompts/project-profitability.js.map

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package/dist/prompts/quarterly-tax-estimate.d.ts

@@ -0,0 +1,12 @@
+import type { GetPromptResult } from '@modelcontextprotocol/sdk/types.js';
+export declare const quarterlyTaxEstimatePrompt: {
+    name: string;
+    description: string;
+    arguments: {
+        name: string;
+        description: string;
+        required: boolean;
+    }[];
+};
+export declare function getQuarterlyTaxEstimateMessages(quarter: string, year: string): GetPromptResult;
+//# sourceMappingURL=quarterly-tax-estimate.d.ts.map

package/dist/prompts/quarterly-tax-estimate.d.ts.map

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package/dist/prompts/quarterly-tax-estimate.js

@@ -0,0 +1,132 @@
+export const quarterlyTaxEstimatePrompt = {
+    name: 'quarterly_tax_estimate',
+    description: 'Estimate tax liability for a specified quarter',
+    arguments: [
+        {
+            name: 'quarter',
+            description: 'Quarter number (1-4)',
+            required: true,
+        },
+        {
+            name: 'year',
+            description: 'Tax year (YYYY)',
+            required: true,
+        },
+    ],
+};
+export function getQuarterlyTaxEstimateMessages(quarter, year) {
+    const quarterNum = parseInt(quarter, 10);
+    const yearNum = parseInt(year, 10);
+    // UK tax quarters typically follow calendar quarters
+    const quarterStarts = {
+        1: '01-01',
+        2: '04-01',
+        3: '07-01',
+        4: '10-01',
+    };
+    const quarterEnds = {
+        1: '03-31',
+        2: '06-30',
+        3: '09-30',
+        4: '12-31',
+    };
+    const startDate = `${year}-${quarterStarts[quarterNum]}`;
+    const endDate = `${year}-${quarterEnds[quarterNum]}`;
+    const messages = [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: `Estimate tax liability for Q${quarterNum} ${yearNum} (${startDate} to ${endDate}).
+
+Calculate:
+
+1. Income Summary:
+   - Total invoiced revenue
+   - Less: VAT collected (if applicable)
+   - Net revenue
+
+2. Deductible Expenses:
+   - Business expenses by category
+   - Bills paid
+   - Total allowable deductions
+
+3. Profit Estimate:
+   - Net profit for quarter
+   - Year-to-date comparison
+
+4. Tax Estimates (UK rates):
+   - Corporation Tax estimate (25% on profits)
+   - OR Self-employment tax estimate
+   - National Insurance contributions
+   - VAT liability (if VAT registered)
+
+5. Cash Requirements:
+   - Estimated tax due
+   - Recommended set-aside amount
+
+Note: This is an estimate only. Consult an accountant for accurate tax advice.`,
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: 'freeagent://company',
+                    mimeType: 'application/json',
+                    text: 'Company details (VAT status, company type)',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://invoices?from_date=${startDate}&to_date=${endDate}`,
+                    mimeType: 'application/json',
+                    text: 'Quarter invoices (revenue)',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://expenses?from_date=${startDate}&to_date=${endDate}`,
+                    mimeType: 'application/json',
+                    text: 'Quarter expenses',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://bills?from_date=${startDate}&to_date=${endDate}`,
+                    mimeType: 'application/json',
+                    text: 'Quarter bills',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: 'freeagent://categories',
+                    mimeType: 'application/json',
+                    text: 'Categories for tax-deductible analysis',
+                },
+            },
+        },
+    ];
+    return {
+        description: `Q${quarterNum} ${yearNum} tax estimate`,
+        messages,
+    };
+}
+//# sourceMappingURL=quarterly-tax-estimate.js.map

package/dist/prompts/quarterly-tax-estimate.js.map

@@ -0,0 +1 @@
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package/dist/prompts/transaction-categorization.d.ts

@@ -0,0 +1,12 @@
+import type { GetPromptResult } from '@modelcontextprotocol/sdk/types.js';
+export declare const transactionCategorizationPrompt: {
+    name: string;
+    description: string;
+    arguments: {
+        name: string;
+        description: string;
+        required: boolean;
+    }[];
+};
+export declare function getTransactionCategorizationMessages(bankAccountId: string, fromDate?: string): GetPromptResult;
+//# sourceMappingURL=transaction-categorization.d.ts.map

package/dist/prompts/transaction-categorization.d.ts.map

@@ -0,0 +1 @@
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package/dist/prompts/transaction-categorization.js

@@ -0,0 +1,81 @@
+export const transactionCategorizationPrompt = {
+    name: 'transaction_categorization',
+    description: 'Suggest categories for unexplained bank transactions',
+    arguments: [
+        {
+            name: 'bank_account_id',
+            description: 'Bank account ID to analyze',
+            required: true,
+        },
+        {
+            name: 'from_date',
+            description: 'Start date (YYYY-MM-DD)',
+            required: false,
+        },
+    ],
+};
+export function getTransactionCategorizationMessages(bankAccountId, fromDate) {
+    const today = new Date();
+    const defaultFromDate = new Date(today);
+    defaultFromDate.setMonth(defaultFromDate.getMonth() - 1);
+    const startDate = fromDate ?? defaultFromDate.toISOString().split('T')[0];
+    const endDate = today.toISOString().split('T')[0];
+    const messages = [
+        {
+            role: 'user',
+            content: {
+                type: 'text',
+                text: `Review unexplained bank transactions and suggest categories for each.
+
+For each transaction:
+1. Analyze the description to identify the type of expense/income
+2. Match against available categories
+3. Suggest the most appropriate category
+4. Flag any that might be:
+   - Personal expenses
+   - Potential invoice matches
+   - Recurring subscriptions
+
+After reviewing, I can use the explain_transaction tool to categorize them.`,
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: `freeagent://bank_transactions?bank_account=${bankAccountId}&from_date=${startDate}&to_date=${endDate}&view=unexplained`,
+                    mimeType: 'application/json',
+                    text: 'Unexplained transactions to categorize',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: 'freeagent://categories',
+                    mimeType: 'application/json',
+                    text: 'Available categories for matching',
+                },
+            },
+        },
+        {
+            role: 'user',
+            content: {
+                type: 'resource',
+                resource: {
+                    uri: 'freeagent://invoices?view=recent_open_or_overdue',
+                    mimeType: 'application/json',
+                    text: 'Open invoices for potential matching',
+                },
+            },
+        },
+    ];
+    return {
+        description: `Transaction categorization for bank account ${bankAccountId}`,
+        messages,
+    };
+}
+//# sourceMappingURL=transaction-categorization.js.map

package/dist/prompts/transaction-categorization.js.map

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package/dist/resources/bank-accounts.d.ts

@@ -0,0 +1,8 @@
+import type { FreeAgentClient } from '../api/freeagent-client.js';
+export interface BankAccountFilters {
+    view?: 'all' | 'standard' | 'paypal_accounts' | 'credit_card_accounts';
+}
+export declare function getBankAccounts(client: FreeAgentClient, filters?: BankAccountFilters): Promise<import("../types/llm/index.js").LLMBankAccount[]>;
+export declare function getBankAccount(client: FreeAgentClient, id: string): Promise<import("../types/llm/index.js").LLMBankAccount>;
+export declare function buildBankAccountNameLookup(client: FreeAgentClient): Promise<Map<string, string>>;
+//# sourceMappingURL=bank-accounts.d.ts.map

package/dist/resources/bank-accounts.d.ts.map

@@ -0,0 +1 @@
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package/dist/resources/bank-accounts.js

@@ -0,0 +1,34 @@
+import { transformBankAccount, transformBankAccounts } from '../transformers/bank-transformer.js';
+import { handleResourceError } from '../utils/error-handler.js';
+export async function getBankAccounts(client, filters = {}) {
+    try {
+        const params = {};
+        if (filters.view)
+            params['view'] = filters.view;
+        const accounts = await client.fetchAllPages('/bank_accounts', 'bank_accounts', params);
+        return transformBankAccounts(accounts);
+    }
+    catch (error) {
+        handleResourceError(error, 'freeagent://bank_accounts');
+    }
+}
+export async function getBankAccount(client, id) {
+    try {
+        const response = await client.get(`/bank_accounts/${id}`);
+        return transformBankAccount(response.bank_account);
+    }
+    catch (error) {
+        handleResourceError(error, `freeagent://bank_accounts/${id}`);
+    }
+}
+export async function buildBankAccountNameLookup(client) {
+    const accounts = await getBankAccounts(client, { view: 'all' });
+    const lookup = new Map();
+    for (const account of accounts) {
+        lookup.set(`https://api.freeagent.com/v2/bank_accounts/${account.id}`, account.name);
+        lookup.set(`https://api.sandbox.freeagent.com/v2/bank_accounts/${account.id}`, account.name);
+        lookup.set(account.id, account.name);
+    }
+    return lookup;
+}
+//# sourceMappingURL=bank-accounts.js.map

package/dist/resources/bank-accounts.js.map

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package/dist/resources/bank-transactions.d.ts

@@ -0,0 +1,11 @@
+import type { FreeAgentClient } from '../api/freeagent-client.js';
+export interface BankTransactionFilters {
+    bankAccount: string;
+    fromDate?: string;
+    toDate?: string;
+    updatedSince?: string;
+    view?: 'unexplained' | 'all';
+}
+export declare function getBankTransactions(client: FreeAgentClient, filters: BankTransactionFilters, bankAccountNameLookup?: Map<string, string>): Promise<import("../types/llm/index.js").LLMBankTransaction[]>;
+export declare function getBankTransaction(client: FreeAgentClient, id: string, bankAccountNameLookup?: Map<string, string>): Promise<import("../types/llm/index.js").LLMBankTransaction>;
+//# sourceMappingURL=bank-transactions.d.ts.map

package/dist/resources/bank-transactions.d.ts.map

@@ -0,0 +1 @@
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