@taxdao/fintax-mcp 0.2.0

package/dist/tools/core-edit/save-asset.js

@@ -0,0 +1,334 @@
+import { z } from 'zod/v4';
+import { replaceAssetAllocationLinesInputSchema, replaceAssetAllocationLinesOutputSchema, saveAssetCardInputSchema, saveAssetCardOutputSchema, saveAssetFinanceInputSchema, saveAssetFinanceOutputSchema, saveAssetSourceLinesInputSchema, saveAssetSourceLinesOutputSchema, } from '../../schemas/domains/assets.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { executeIdempotentWrite } from './idempotent-write.js';
+const savedReferenceSchema = z
+    .object({ id: z.uuid(), version: z.number().int().nonnegative().nullable() })
+    .strict();
+const lineResultSchema = z
+    .object({ line_count: z.number().int().nonnegative() })
+    .strict();
+function toLegacyInput(target, input) {
+    if (target === 'card') {
+        const cardInput = input;
+        return {
+            target,
+            context: cardInput.context,
+            idempotency_key: cardInput.idempotency_key,
+            mutation: cardInput.operation === 'create'
+                ? { operation: 'create', values: cardInput.values }
+                : {
+                    operation: 'update',
+                    card_id: cardInput.card_id,
+                    version: cardInput.version,
+                    values: cardInput.values,
+                },
+        };
+    }
+    if (target === 'finance') {
+        const financeInput = input;
+        return {
+            target,
+            context: financeInput.context,
+            idempotency_key: financeInput.idempotency_key,
+            mutation: financeInput.operation === 'create'
+                ? {
+                    operation: 'create',
+                    card_id: financeInput.card_id,
+                    values: financeInput.values,
+                }
+                : {
+                    operation: 'update',
+                    finance_id: financeInput.finance_id,
+                    version: financeInput.version,
+                    values: financeInput.values,
+                },
+        };
+    }
+    if (target === 'source_lines') {
+        const sourceInput = input;
+        return {
+            target,
+            context: sourceInput.context,
+            idempotency_key: sourceInput.idempotency_key,
+            mutation: {
+                operation: sourceInput.operation,
+                finance_id: sourceInput.finance_id,
+                lines: sourceInput.lines,
+            },
+        };
+    }
+    const allocationInput = input;
+    return {
+        target,
+        context: allocationInput.context,
+        idempotency_key: allocationInput.idempotency_key,
+        mutation: {
+            operation: 'replace',
+            finance_id: allocationInput.finance_id,
+            lines: allocationInput.lines,
+        },
+    };
+}
+function capabilityId(input) {
+    if (input.target === 'card') {
+        return `suite.fa.asset_card.${input.mutation.operation}`;
+    }
+    if (input.target === 'finance') {
+        return `suite.fa.asset_finance.${input.mutation.operation}`;
+    }
+    if (input.target === 'source_lines') {
+        return `suite.fa.asset_source_lines.${input.mutation.operation}`;
+    }
+    return 'suite.fa.asset_allocation_lines.replace';
+}
+function targetId(input) {
+    if (input.target === 'card') {
+        return input.mutation.operation === 'update'
+            ? input.mutation.card_id
+            : undefined;
+    }
+    if (input.target === 'finance') {
+        return input.mutation.operation === 'update'
+            ? input.mutation.finance_id
+            : input.mutation.card_id;
+    }
+    return input.mutation.finance_id;
+}
+function recovery(input) {
+    if (input.target === 'card') {
+        return input.mutation.operation === 'update'
+            ? {
+                tool: 'query_assets',
+                input: {
+                    view: 'detail',
+                    card_id: input.mutation.card_id,
+                    context: input.context,
+                },
+            }
+            : {
+                tool: 'query_assets',
+                input: {
+                    view: 'list',
+                    filters: {},
+                    page: 1,
+                    page_size: 50,
+                    context: input.context,
+                },
+            };
+    }
+    if (input.target === 'finance') {
+        return input.mutation.operation === 'create'
+            ? {
+                tool: 'query_assets',
+                input: {
+                    view: 'detail',
+                    card_id: input.mutation.card_id,
+                    context: input.context,
+                },
+            }
+            : {
+                tool: 'query_assets',
+                input: {
+                    view: 'finance',
+                    finance_id: input.mutation.finance_id,
+                    include: [],
+                    context: input.context,
+                },
+            };
+    }
+    return {
+        tool: 'query_assets',
+        input: {
+            view: 'finance',
+            finance_id: input.mutation.finance_id,
+            include: [
+                input.target === 'source_lines' ? 'source_lines' : 'allocation_lines',
+            ],
+            context: input.context,
+        },
+    };
+}
+function capabilityInput(input) {
+    const base = { org_id: input.context.org_id };
+    if (input.target === 'card') {
+        return {
+            ...base,
+            values: input.mutation.values,
+            ...(input.mutation.operation === 'create'
+                ? {}
+                : {
+                    card_id: input.mutation.card_id,
+                    version: input.mutation.version,
+                }),
+        };
+    }
+    if (input.target === 'finance') {
+        return {
+            ...base,
+            values: input.mutation.values,
+            ...(input.mutation.operation === 'create'
+                ? { card_id: input.mutation.card_id }
+                : {
+                    finance_id: input.mutation.finance_id,
+                    version: input.mutation.version,
+                }),
+        };
+    }
+    return {
+        ...base,
+        finance_id: input.mutation.finance_id,
+        lines: input.mutation.lines,
+    };
+}
+async function executeLegacy(input, context, toolName, outputSchema) {
+    const operation = input.mutation.operation;
+    const knownTarget = targetId(input);
+    return executeIdempotentWrite({
+        toolName,
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: input,
+        capabilityId: capabilityId(input),
+        capabilityInput: capabilityInput(input),
+        context,
+        outputSchema,
+        recovery: recovery(input),
+        ...(knownTarget === undefined
+            ? {}
+            : { target: { field: `${input.target}_id`, id: knownTarget } }),
+        buildOutput(result) {
+            const isLines = input.target === 'source_lines' || input.target === 'allocation_lines';
+            const parsed = isLines
+                ? lineResultSchema.parse(result)
+                : savedReferenceSchema.parse(result);
+            const id = isLines
+                ? input.mutation.finance_id
+                : parsed.id;
+            context.audit.captureTargetObjectId(isLines ? 'finance_id' : `${input.target}_id`, id);
+            const operationResult = operation === 'create'
+                ? 'created'
+                : operation === 'update'
+                    ? 'updated'
+                    : operation === 'add'
+                        ? 'added'
+                        : 'replaced';
+            const data = input.target === 'card'
+                ? {
+                    operation: operationResult,
+                    card: {
+                        id,
+                        version: parsed
+                            .version,
+                    },
+                }
+                : input.target === 'finance'
+                    ? {
+                        operation: operationResult,
+                        finance: {
+                            id,
+                            version: parsed
+                                .version,
+                        },
+                    }
+                    : {
+                        operation: operationResult,
+                        finance_id: id,
+                        line_count: parsed
+                            .line_count,
+                    };
+            return {
+                ok: true,
+                data,
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    {
+                        service: 'suite',
+                        operation: `fa.${input.target}.${operation}`,
+                    },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+function createSpecializedAssetTool(config) {
+    return {
+        name: config.name,
+        title: config.title,
+        description: config.description,
+        risk: 'R1',
+        exposurePack: 'core-edit',
+        capabilityIds: config.capabilityIds,
+        fileAccess: 'none',
+        publicInputSchema: createPublicInputSchema(config.inputSchema),
+        inputSchema: config.inputSchema,
+        outputSchema: config.outputSchema,
+        annotations: {
+            readOnlyHint: false,
+            destructiveHint: false,
+            idempotentHint: false,
+            openWorldHint: false,
+        },
+        async execute(rawInput, context) {
+            const parsed = config.inputSchema.parse(rawInput);
+            const input = toLegacyInput(config.target, parsed);
+            const id = targetId(input);
+            return id === undefined
+                ? executeLegacy(input, context, config.name, config.outputSchema)
+                : context.withResourceLock(`asset:${config.target}:${id}`, () => executeLegacy(input, context, config.name, config.outputSchema));
+        },
+        summarize(output) {
+            const parsed = config.outputSchema.parse(output);
+            const id = parsed.data.card?.id ??
+                parsed.data.finance?.id ??
+                parsed.data.finance_id ??
+                'asset';
+            return `Saved ${config.target.replace('_lines', ' lines')} ${id}.`;
+        },
+    };
+}
+export const saveAssetCardTool = createSpecializedAssetTool({
+    name: 'save_asset_card',
+    title: 'Save FinTax Asset Card',
+    description: 'Create or update one fixed-asset card. Provide an explicit organization and idempotency key; updates require the current card version. Use save_asset_finance for ledger financial records and the line tools for child lines.',
+    target: 'card',
+    inputSchema: saveAssetCardInputSchema,
+    outputSchema: saveAssetCardOutputSchema,
+    capabilityIds: ['suite.fa.asset_card.create', 'suite.fa.asset_card.update'],
+});
+export const saveAssetFinanceTool = createSpecializedAssetTool({
+    name: 'save_asset_finance',
+    title: 'Save FinTax Asset Financial Record',
+    description: 'Create or update one fixed-asset ledger financial record. Provide an explicit organization and idempotency key; updates require the current finance version. Attachments may be bound only while creating the financial record.',
+    target: 'finance',
+    inputSchema: saveAssetFinanceInputSchema,
+    outputSchema: saveAssetFinanceOutputSchema,
+    capabilityIds: [
+        'suite.fa.asset_finance.create',
+        'suite.fa.asset_finance.update',
+    ],
+});
+export const saveAssetSourceLinesTool = createSpecializedAssetTool({
+    name: 'save_asset_source_lines',
+    title: 'Save FinTax Asset Source Lines',
+    description: 'Add or replace source lines for one asset financial record. The operation is explicit: add appends lines, while replace replaces the existing source-line collection. Provide an explicit organization and idempotency key.',
+    target: 'source_lines',
+    inputSchema: saveAssetSourceLinesInputSchema,
+    outputSchema: saveAssetSourceLinesOutputSchema,
+    capabilityIds: [
+        'suite.fa.asset_source_lines.add',
+        'suite.fa.asset_source_lines.replace',
+    ],
+});
+export const replaceAssetAllocationLinesTool = createSpecializedAssetTool({
+    name: 'replace_asset_allocation_lines',
+    title: 'Replace FinTax Asset Allocation Lines',
+    description: 'Replace the expense-allocation lines for one asset financial record. Provide an explicit organization and idempotency key; an empty line collection is not accepted.',
+    target: 'allocation_lines',
+    inputSchema: replaceAssetAllocationLinesInputSchema,
+    outputSchema: replaceAssetAllocationLinesOutputSchema,
+    capabilityIds: ['suite.fa.asset_allocation_lines.replace'],
+});
+//# sourceMappingURL=save-asset.js.map

package/dist/tools/core-edit/save-asset.js.map

@@ -0,0 +1 @@
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package/dist/tools/core-edit/save-business-document-draft.d.ts

@@ -0,0 +1,2 @@
+import type { ToolDefinition } from '../tool-definition.js';
+export declare const saveBusinessDocumentDraftTool: ToolDefinition;

package/dist/tools/core-edit/save-business-document-draft.js

@@ -0,0 +1,128 @@
+import { z } from 'zod/v4';
+import { saveBusinessDocumentDraftInputSchema, saveBusinessDocumentDraftOutputSchema, } from '../../schemas/domains/business-documents.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { executeIdempotentWrite } from './idempotent-write.js';
+const savedDocumentSchema = z
+    .object({
+    id: z.uuid(),
+    document_no: z.string().nullable(),
+    version: z.number().int().nonnegative().nullable(),
+})
+    .strict();
+async function execute(input, context) {
+    const operation = input.mutation.operation;
+    const recovery = operation === 'update'
+        ? {
+            tool: input.document_type === 'payable'
+                ? 'get_payable_document'
+                : 'get_receivable_document',
+            input: {
+                document_id: input.mutation.document_id,
+                context: input.context,
+            },
+        }
+        : {
+            tool: input.document_type === 'payable'
+                ? 'query_payable_documents'
+                : 'query_receivable_documents',
+            input: {
+                filters: {
+                    ...(input.mutation.values.biz_date === undefined
+                        ? {}
+                        : {
+                            biz_date_from: input.mutation.values.biz_date,
+                            biz_date_to: input.mutation.values.biz_date,
+                        }),
+                    [input.document_type === 'payable' ? 'ap_type' : 'ar_type']: input.mutation.values.subtype,
+                },
+                page: 1,
+                page_size: 50,
+                context: input.context,
+            },
+        };
+    return executeIdempotentWrite({
+        toolName: 'save_business_document_draft',
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: input,
+        capabilityId: `suite.${input.document_type === 'payable' ? 'ap.payable' : 'ar.receivable'}.${operation}`,
+        capabilityInput: {
+            org_id: input.context.org_id,
+            values: input.mutation.values,
+            ...(operation === 'create'
+                ? {}
+                : {
+                    document_id: input.mutation.document_id,
+                    version: input.mutation.version,
+                }),
+        },
+        context,
+        outputSchema: saveBusinessDocumentDraftOutputSchema,
+        recovery,
+        ...(operation === 'create'
+            ? {}
+            : {
+                target: {
+                    field: 'document_id',
+                    id: input.mutation.document_id,
+                },
+            }),
+        buildOutput(result) {
+            const document = savedDocumentSchema.parse(result);
+            context.audit.captureTargetObjectId('document_id', document.id);
+            return {
+                ok: true,
+                data: {
+                    operation: operation === 'create'
+                        ? 'created'
+                        : 'updated',
+                    document_type: input.document_type,
+                    document,
+                },
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    {
+                        service: 'suite',
+                        operation: `${input.document_type}.${operation}`,
+                    },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+export const saveBusinessDocumentDraftTool = {
+    name: 'save_business_document_draft',
+    title: 'Save FinTax Receivable or Payable Draft',
+    description: 'Create or update a payable or receivable business-document draft, writing the header and complete line-item collection. An explicit organization, ledger, and idempotency key are required; amounts and exchange rates use decimal strings. Attachments can be bound only during creation; use the dedicated file workflow to update attachments. Do not use it for submission, approval, posting, offsetting, voiding, or deletion.',
+    risk: 'R1',
+    exposurePack: 'core-edit',
+    capabilityIds: [
+        'suite.ap.payable.create',
+        'suite.ap.payable.update',
+        'suite.ar.receivable.create',
+        'suite.ar.receivable.update',
+    ],
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(saveBusinessDocumentDraftInputSchema),
+    inputSchema: saveBusinessDocumentDraftInputSchema,
+    outputSchema: saveBusinessDocumentDraftOutputSchema,
+    annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = saveBusinessDocumentDraftInputSchema.parse(rawInput);
+        return input.mutation.operation === 'create'
+            ? execute(input, context)
+            : context.withResourceLock(`${input.document_type}:${input.mutation.document_id}`, () => execute(input, context));
+    },
+    summarize(output) {
+        const parsed = saveBusinessDocumentDraftOutputSchema.parse(output);
+        return `${parsed.data.operation === 'created' ? 'Created' : 'Updated'} ${parsed.data.document_type} draft ${parsed.data.document.id}.`;
+    },
+};
+//# sourceMappingURL=save-business-document-draft.js.map

package/dist/tools/core-edit/save-business-document-draft.js.map

@@ -0,0 +1 @@
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package/dist/tools/core-edit/save-fund-account.d.ts

@@ -0,0 +1,2 @@
+import type { ToolDefinition } from '../tool-definition.js';
+export declare const saveFundAccountTool: ToolDefinition;

package/dist/tools/core-edit/save-fund-account.js

@@ -0,0 +1,138 @@
+import { z } from 'zod/v4';
+import { saveFundAccountInputSchema, saveFundAccountOutputSchema, } from '../../schemas/domains/fund-accounts.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { executeIdempotentWrite } from './idempotent-write.js';
+const savedReferenceSchema = z
+    .object({ id: z.uuid(), version: z.number().int().nonnegative().nullable() })
+    .strict();
+const CAPABILITIES = {
+    main: {
+        create: 'suite.fnd.account.create',
+        update: 'suite.fnd.account.update',
+    },
+    sub_account: {
+        create: 'suite.fnd.sub_account.create',
+        update: 'suite.fnd.sub_account.update',
+    },
+};
+function target(input) {
+    if (input.mutation.operation === 'create')
+        return undefined;
+    return input.account_type === 'main'
+        ? { field: 'account_id', id: input.mutation.account_id }
+        : { field: 'sub_account_id', id: input.mutation.sub_account_id };
+}
+function recovery(input) {
+    if (input.account_type === 'sub_account') {
+        const accountId = input.mutation.operation === 'create'
+            ? input.mutation.values.account_id
+            : undefined;
+        return {
+            tool: 'query_fund_accounts',
+            input: {
+                view: 'sub_accounts',
+                filters: accountId === undefined ? {} : { account_id: accountId },
+                context: input.context,
+            },
+        };
+    }
+    const keyword = input.mutation.operation === 'create'
+        ? input.mutation.values.code
+        : input.mutation.changes.name;
+    return {
+        tool: 'query_fund_accounts',
+        input: {
+            view: 'accounts',
+            filters: keyword === undefined ? {} : { keyword },
+            context: input.context,
+            page: 1,
+            page_size: 50,
+        },
+    };
+}
+async function execute(input, context) {
+    const operation = input.mutation.operation;
+    const capabilityInput = operation === 'create'
+        ? { org_id: input.context.org_id, values: input.mutation.values }
+        : input.account_type === 'main'
+            ? {
+                org_id: input.context.org_id,
+                account_id: input.mutation.account_id,
+                version: input.mutation.version,
+                changes: input.mutation.changes,
+            }
+            : {
+                org_id: input.context.org_id,
+                sub_account_id: input.mutation.sub_account_id,
+                version: input.mutation.version,
+                changes: input.mutation.changes,
+            };
+    return executeIdempotentWrite({
+        toolName: 'save_fund_account',
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: input,
+        capabilityId: CAPABILITIES[input.account_type][operation],
+        capabilityInput,
+        context,
+        outputSchema: saveFundAccountOutputSchema,
+        recovery: recovery(input),
+        ...(target(input) === undefined ? {} : { target: target(input) }),
+        buildOutput(result) {
+            const account = savedReferenceSchema.parse(result);
+            context.audit.captureTargetObjectId(input.account_type === 'main' ? 'account_id' : 'sub_account_id', account.id);
+            return {
+                ok: true,
+                data: {
+                    operation: operation === 'create'
+                        ? 'created'
+                        : 'updated',
+                    account_type: input.account_type,
+                    account,
+                },
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    {
+                        service: 'suite',
+                        operation: `fnd.${input.account_type}.${operation}`,
+                    },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+export const saveFundAccountTool = {
+    name: 'save_fund_account',
+    title: 'Save FinTax Fund Account',
+    description: 'Create or update a main account or subaccount and write business data. An explicit organization and idempotency key are required; updates must include the object id and version returned by query_fund_accounts. Subaccounts do not accept watch links, API keys, secrets, or passphrases, so this Tool cannot create connections that require raw credentials. Do not use it for deletion, synchronization, import, or changing locked account-type semantics.',
+    risk: 'R1',
+    exposurePack: 'core-edit',
+    capabilityIds: Object.values(CAPABILITIES).flatMap((entry) => [
+        entry.create,
+        entry.update,
+    ]),
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(saveFundAccountInputSchema),
+    inputSchema: saveFundAccountInputSchema,
+    outputSchema: saveFundAccountOutputSchema,
+    annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = saveFundAccountInputSchema.parse(rawInput);
+        const object = target(input);
+        return object === undefined
+            ? execute(input, context)
+            : context.withResourceLock(`fnd:${input.account_type}:${object.id}`, () => execute(input, context));
+    },
+    summarize(output) {
+        const parsed = saveFundAccountOutputSchema.parse(output);
+        return `${parsed.data.operation === 'created' ? 'Created' : 'Updated'} ${parsed.data.account_type} ${parsed.data.account.id}.`;
+    },
+};
+//# sourceMappingURL=save-fund-account.js.map

package/dist/tools/core-edit/save-fund-account.js.map

@@ -0,0 +1 @@
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package/dist/tools/core-edit/save-journal-draft.d.ts

@@ -0,0 +1,2 @@
+import type { ToolDefinition } from '../tool-definition.js';
+export declare const saveJournalDraftTool: ToolDefinition;