@taxdao/fintax-mcp 0.2.0

package/dist/tools/core-edit/save-journal-draft.js

@@ -0,0 +1,122 @@
+import { z } from 'zod/v4';
+import { saveJournalDraftInputSchema, saveJournalDraftOutputSchema, saveJournalDraftPublicInputSchema, } from '../../schemas/domains/journals.js';
+import { executeIdempotentWrite } from './idempotent-write.js';
+const savedJournalSchema = z
+    .object({
+    id: z.uuid(),
+    journal_number: z.string(),
+    created: z.boolean(),
+    journal_type: z.string(),
+    approval_status: z.string(),
+})
+    .passthrough();
+async function execute(input, context) {
+    const operation = input.mutation.operation;
+    const recovery = operation === 'update'
+        ? {
+            tool: 'query_journals',
+            input: {
+                view: 'detail',
+                journal_id: input.mutation.journal_id,
+                include: ['lines'],
+                context: input.context,
+            },
+        }
+        : {
+            tool: 'query_journals',
+            input: {
+                view: 'list',
+                filters: {
+                    period_from: input.mutation.values.period_name,
+                    period_to: input.mutation.values.period_name,
+                    ledger_id: input.mutation.values.ledger_id,
+                    org_scope: 'SELF',
+                },
+                include: ['lines'],
+                page: 1,
+                page_size: 50,
+                context: input.context,
+            },
+        };
+    return executeIdempotentWrite({
+        toolName: 'save_journal_draft',
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: input,
+        capabilityId: `suite.acct.journal.${operation}`,
+        capabilityInput: {
+            org_id: input.context.org_id,
+            values: input.mutation.values,
+            ...(operation === 'create'
+                ? {}
+                : {
+                    journal_id: input.mutation.journal_id,
+                    version: input.mutation.version,
+                }),
+        },
+        context,
+        outputSchema: saveJournalDraftOutputSchema,
+        recovery,
+        ...(operation === 'create'
+            ? {}
+            : {
+                target: {
+                    field: 'journal_id',
+                    id: input.mutation.journal_id,
+                },
+            }),
+        buildOutput(result) {
+            const saved = savedJournalSchema.parse(result);
+            context.audit.captureTargetObjectId('journal_id', saved.id);
+            return {
+                ok: true,
+                data: {
+                    operation: operation === 'create'
+                        ? 'created'
+                        : 'updated',
+                    journal: {
+                        id: saved.id,
+                        journal_number: saved.journal_number,
+                        journal_type: saved.journal_type,
+                        approval_status: saved.approval_status,
+                    },
+                },
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    { service: 'suite', operation: `acct.journal.${operation}` },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+export const saveJournalDraftTool = {
+    name: 'save_journal_draft',
+    title: 'Save FinTax Journal Draft',
+    description: 'Create or update a manual journal that remains in DRAFT status, writing the journal header and complete line collection. An explicit organization, ledger, and idempotency key are required. An empty line collection is allowed for an incomplete draft. Attachments can be bound only during creation through attachment_file_ids; use the dedicated file workflow to update attachments. Do not use it for validation, submission, approval, posting, reversal, or deletion.',
+    risk: 'R1',
+    exposurePack: 'core-edit',
+    capabilityIds: ['suite.acct.journal.create', 'suite.acct.journal.update'],
+    fileAccess: 'none',
+    publicInputSchema: saveJournalDraftPublicInputSchema,
+    inputSchema: saveJournalDraftInputSchema,
+    outputSchema: saveJournalDraftOutputSchema,
+    annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = saveJournalDraftInputSchema.parse(rawInput);
+        return input.mutation.operation === 'create'
+            ? execute(input, context)
+            : context.withResourceLock(`journal:${input.mutation.journal_id}`, () => execute(input, context));
+    },
+    summarize(output) {
+        const parsed = saveJournalDraftOutputSchema.parse(output);
+        return `${parsed.data.operation === 'created' ? 'Created' : 'Updated'} journal draft ${parsed.data.journal.journal_number}.`;
+    },
+};
+//# sourceMappingURL=save-journal-draft.js.map

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

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package/dist/tools/core-edit/save-master-data.d.ts

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

package/dist/tools/core-edit/save-master-data.js

@@ -0,0 +1,153 @@
+import { z } from 'zod/v4';
+import { saveMasterDataInputSchema, saveMasterDataOutputSchema, } from '../../schemas/domains/master-data.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 = {
+    party: { create: 'suite.fnd.party.create', update: 'suite.fnd.party.update' },
+    symbol: {
+        create: 'suite.fnd.symbol.create',
+        update: 'suite.fnd.symbol.update',
+    },
+    project: {
+        create: 'suite.mdm.project.create',
+        update: 'suite.mdm.project.update',
+    },
+    contract: {
+        create: 'suite.mdm.contract.create',
+        update: 'suite.mdm.contract.update',
+    },
+    tax_code: {
+        create: 'suite.tax.code.create',
+        update: 'suite.tax.code.update',
+    },
+};
+function recovery(input) {
+    if (input.mutation.operation === 'update' &&
+        (input.entity_type === 'project' || input.entity_type === 'contract')) {
+        return {
+            tool: 'query_master_data',
+            input: {
+                entity_type: input.entity_type,
+                view: 'detail',
+                id: input.mutation.id,
+                context: input.context,
+            },
+        };
+    }
+    const values = input.mutation.values;
+    const keyword = 'code' in values
+        ? values.code
+        : 'symbol' in values
+            ? values.symbol
+            : 'project_code' in values
+                ? values.project_code
+                : 'contract_no' in values
+                    ? values.contract_no
+                    : 'tax_code' in values
+                        ? values.tax_code
+                        : 'name' in values
+                            ? values.name
+                            : undefined;
+    const filters = input.entity_type === 'project' || input.entity_type === 'contract'
+        ? keyword === undefined
+            ? {}
+            : { search: keyword }
+        : keyword === undefined
+            ? {}
+            : { keyword };
+    return {
+        tool: 'query_master_data',
+        input: {
+            entity_type: input.entity_type,
+            view: 'list',
+            filters,
+            page: 1,
+            page_size: 50,
+            context: input.context,
+        },
+    };
+}
+async function execute(input, context) {
+    const operation = input.mutation.operation;
+    const capabilityInput = {
+        org_id: input.context.org_id,
+        values: input.mutation.values,
+        ...(operation === 'create'
+            ? {}
+            : { id: input.mutation.id, version: input.mutation.version }),
+    };
+    return executeIdempotentWrite({
+        toolName: 'save_master_data',
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: input,
+        capabilityId: CAPABILITIES[input.entity_type][operation],
+        capabilityInput,
+        context,
+        outputSchema: saveMasterDataOutputSchema,
+        recovery: recovery(input),
+        ...(operation === 'create'
+            ? {}
+            : {
+                target: { field: `${input.entity_type}_id`, id: input.mutation.id },
+            }),
+        buildOutput(result) {
+            const entity = savedReferenceSchema.parse(result);
+            context.audit.captureTargetObjectId(`${input.entity_type}_id`, entity.id);
+            return {
+                ok: true,
+                data: {
+                    operation: operation === 'create'
+                        ? 'created'
+                        : 'updated',
+                    entity_type: input.entity_type,
+                    entity,
+                },
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    {
+                        service: 'suite',
+                        operation: `${input.entity_type}.${operation}`,
+                    },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+export const saveMasterDataTool = {
+    name: 'save_master_data',
+    title: 'Save FinTax Business Master Data',
+    description: 'Create or update a party, symbol, project, contract, or tax code and write business data. An explicit organization and idempotency key are required; updates must include the current id and version. For parties, this Tool maintains only the root object and does not create or update roles or addresses. Do not use it for deletion, bulk import, or configuration-dictionary maintenance.',
+    risk: 'R1',
+    exposurePack: 'core-edit',
+    capabilityIds: Object.values(CAPABILITIES).flatMap((entry) => [
+        entry.create,
+        entry.update,
+    ]),
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(saveMasterDataInputSchema),
+    inputSchema: saveMasterDataInputSchema,
+    outputSchema: saveMasterDataOutputSchema,
+    annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = saveMasterDataInputSchema.parse(rawInput);
+        return input.mutation.operation === 'create'
+            ? execute(input, context)
+            : context.withResourceLock(`master:${input.entity_type}:${input.mutation.id}`, () => execute(input, context));
+    },
+    summarize(output) {
+        const parsed = saveMasterDataOutputSchema.parse(output);
+        return `${parsed.data.operation === 'created' ? 'Created' : 'Updated'} ${parsed.data.entity_type} ${parsed.data.entity.id}.`;
+    },
+};
+//# sourceMappingURL=save-master-data.js.map

package/dist/tools/core-edit/save-master-data.js.map

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

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

package/dist/tools/core-edit/save-transaction-draft.js

@@ -0,0 +1,128 @@
+import { saveTransactionDraftInputSchema, saveTransactionDraftOutputSchema, } from '../../schemas/domains/transaction-drafts.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { adaptTransactionItem } from '../transaction-item.js';
+import { executeIdempotentWrite } from './idempotent-write.js';
+const CAPABILITIES = {
+    fiat: {
+        create: 'suite.txn.fiat.create',
+        update: 'suite.txn.fiat.update',
+    },
+    crypto: {
+        create: 'suite.txn.crypto.create',
+        update: 'suite.txn.crypto.update',
+    },
+    security: {
+        create: 'suite.txn.security.create',
+        update: 'suite.txn.security.update',
+    },
+    derivative: {
+        create: 'suite.txn.derivative.create',
+        update: 'suite.txn.derivative.update',
+    },
+};
+function recoveryInput(input) {
+    const values = input.mutation.operation === 'create'
+        ? input.mutation.values
+        : input.mutation.changes;
+    return {
+        transaction_type: input.transaction_type,
+        context: input.context,
+        filters: {
+            ...('main_account_id' in values && values.main_account_id !== undefined
+                ? { main_account: values.main_account_id }
+                : {}),
+            ...('symbol' in values && values.symbol !== undefined
+                ? { symbol: values.symbol }
+                : {}),
+        },
+        page: 1,
+        page_size: 20,
+    };
+}
+async function executeMutation(input, context) {
+    const operation = input.mutation.operation;
+    const capabilityInput = operation === 'create'
+        ? input.mutation.values
+        : {
+            transaction_id: input.mutation.transaction_id,
+            version: input.mutation.version,
+            changes: input.mutation.changes,
+        };
+    const recovery = {
+        tool: 'query_transactions',
+        input: recoveryInput(input),
+    };
+    return executeIdempotentWrite({
+        toolName: 'save_transaction_draft',
+        idempotencyKey: input.idempotency_key,
+        orgId: input.context.org_id,
+        fingerprintValue: {
+            transaction_type: input.transaction_type,
+            org_id: input.context.org_id,
+            mutation: input.mutation,
+        },
+        capabilityId: CAPABILITIES[input.transaction_type][operation],
+        capabilityInput,
+        context,
+        outputSchema: saveTransactionDraftOutputSchema,
+        recovery,
+        buildOutput(rawTransaction) {
+            const transaction = adaptTransactionItem(input.transaction_type, rawTransaction);
+            context.audit.captureTargetObjectId('transaction_id', transaction.id);
+            return {
+                ok: true,
+                data: {
+                    operation: operation === 'create'
+                        ? 'created'
+                        : 'updated',
+                    transaction_type: input.transaction_type,
+                    transaction,
+                },
+                warnings: [],
+                trace_id: context.traceId,
+                source_refs: [
+                    {
+                        service: 'suite',
+                        operation: `txn.${input.transaction_type}.${operation}`,
+                    },
+                    { service: 'mcp', operation: 'idempotency.record' },
+                ],
+            };
+        },
+    });
+}
+export const saveTransactionDraftTool = {
+    name: 'save_transaction_draft',
+    title: 'Save FinTax Manual Transaction Draft',
+    description: 'Create or update a manual fiat, crypto-asset, security, or derivative transaction that has not been collected into an accounting event. This writes business data. Both create and update require an explicit organization and idempotency key; updates use the id and version returned by query_transactions. Do not use it for deletion, bulk import, event collection, journal generation, submission, or posting. If the result is unknown, follow the read-only recovery query before retrying.',
+    risk: 'R1',
+    exposurePack: 'core-edit',
+    capabilityIds: Object.values(CAPABILITIES).flatMap((capability) => [
+        capability.create,
+        capability.update,
+    ]),
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(saveTransactionDraftInputSchema),
+    inputSchema: saveTransactionDraftInputSchema,
+    outputSchema: saveTransactionDraftOutputSchema,
+    annotations: {
+        readOnlyHint: false,
+        destructiveHint: false,
+        idempotentHint: false,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = saveTransactionDraftInputSchema.parse(rawInput);
+        if (input.mutation.operation === 'update') {
+            context.audit.captureTargetObjectId('transaction_id', input.mutation.transaction_id);
+            return context.withResourceLock(`txn:${input.transaction_type}:${input.mutation.transaction_id}`, () => executeMutation(input, context));
+        }
+        return executeMutation(input, context);
+    },
+    summarize(output) {
+        const parsed = saveTransactionDraftOutputSchema.parse(output);
+        const action = parsed.data.operation === 'created' ? 'Created' : 'Updated';
+        return `${action} ${parsed.data.transaction_type} manual transaction ${parsed.data.transaction.id}; current version ${parsed.data.transaction.version ?? 'unknown'}.`;
+    },
+};
+//# sourceMappingURL=save-transaction-draft.js.map

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

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package/dist/tools/core-read/export-business-documents.d.ts

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

package/dist/tools/core-read/export-business-documents.js

@@ -0,0 +1,67 @@
+import { businessDocumentExportResponseSchema } from '../../capabilities/definitions/business-documents.js';
+import { exportBusinessDocumentsInputSchema, exportBusinessDocumentsOutputSchema, } from '../../schemas/domains/business-documents.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+const CAPABILITIES = {
+    payable: 'suite.ap.payable.export',
+    receivable: 'suite.ar.receivable.export',
+};
+const MEDIA_TYPES = {
+    xlsx: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+    csv: 'text/csv',
+};
+export const exportBusinessDocumentsTool = {
+    name: 'export_business_documents',
+    title: 'Export FinTax Receivable and Payable Documents',
+    description: 'Export all payable or receivable documents matching the business-document list filters and return a temporary artifact reference without modifying business data. Select payable or receivable explicitly. Use query_payable_documents or query_receivable_documents for paginated browsing, and the corresponding get or offset query Tool for details and offset history. If the result is too large or the upstream request times out, narrow the date, amount, or document-status range before retrying.',
+    risk: 'R0',
+    exposurePack: 'core-read',
+    capabilityIds: Object.values(CAPABILITIES),
+    fileAccess: 'write-artifact',
+    publicInputSchema: createPublicInputSchema(exportBusinessDocumentsInputSchema),
+    inputSchema: exportBusinessDocumentsInputSchema,
+    outputSchema: exportBusinessDocumentsOutputSchema,
+    annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = exportBusinessDocumentsInputSchema.parse(rawInput);
+        const response = businessDocumentExportResponseSchema.parse(await context.callCapability(CAPABILITIES[input.document_type], {
+            filters: input.filters,
+            sort: input.sort,
+            format: input.format,
+        }));
+        const artifact = await context.artifacts.create(response.bytes, `fintax-${input.document_type}-documents.${input.format}`);
+        return {
+            ok: true,
+            data: {
+                document_type: input.document_type,
+                format: input.format,
+                artifact: {
+                    file_ref: { kind: 'artifact', value: artifact.artifactId },
+                    file_name: artifact.fileName,
+                    media_type: MEDIA_TYPES[input.format],
+                    size_bytes: artifact.size,
+                    sha256: artifact.sha256,
+                    expires_at: artifact.expiresAt,
+                },
+            },
+            warnings: [],
+            trace_id: context.traceId,
+            source_refs: [
+                {
+                    service: 'suite',
+                    operation: `${input.document_type === 'payable' ? 'ap.payable' : 'ar.receivable'}.export`,
+                },
+                { service: 'mcp', operation: 'artifact.create' },
+            ],
+        };
+    },
+    summarize(output) {
+        const parsed = exportBusinessDocumentsOutputSchema.parse(output);
+        return `Generated ${parsed.data.document_type} business-document export ${parsed.data.artifact.file_name}.`;
+    },
+};
+//# sourceMappingURL=export-business-documents.js.map

package/dist/tools/core-read/export-business-documents.js.map

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package/dist/tools/core-read/export-journals.d.ts

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

package/dist/tools/core-read/export-journals.js

@@ -0,0 +1,56 @@
+import { journalExportResponseSchema } from '../../capabilities/definitions/journals.js';
+import { exportJournalsInputSchema, exportJournalsOutputSchema, } from '../../schemas/domains/journals.js';
+const MEDIA_TYPES = {
+    xlsx: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+    csv: 'text/csv',
+};
+export const exportJournalsTool = {
+    name: 'export_journals',
+    title: 'Export FinTax Accounting Journals',
+    description: 'Export all accounting journals matching the journal-list filters and return a temporary artifact reference without modifying business data. ledger_id must be selected explicitly. Use query_journals for paginated browsing. If the result is too large or the upstream request times out, narrow the period or other filters before retrying.',
+    risk: 'R0',
+    exposurePack: 'core-read',
+    capabilityIds: ['suite.acct.journal.export'],
+    fileAccess: 'write-artifact',
+    inputSchema: exportJournalsInputSchema,
+    outputSchema: exportJournalsOutputSchema,
+    annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = exportJournalsInputSchema.parse(rawInput);
+        const response = journalExportResponseSchema.parse(await context.callCapability('suite.acct.journal.export', {
+            filters: input.filters,
+            format: input.format,
+        }));
+        const artifact = await context.artifacts.create(response.bytes, `fintax-journals.${input.format}`);
+        return {
+            ok: true,
+            data: {
+                format: input.format,
+                artifact: {
+                    file_ref: { kind: 'artifact', value: artifact.artifactId },
+                    file_name: artifact.fileName,
+                    media_type: MEDIA_TYPES[input.format],
+                    size_bytes: artifact.size,
+                    sha256: artifact.sha256,
+                    expires_at: artifact.expiresAt,
+                },
+            },
+            warnings: [],
+            trace_id: context.traceId,
+            source_refs: [
+                { service: 'suite', operation: 'acct.journal.export' },
+                { service: 'mcp', operation: 'artifact.create' },
+            ],
+        };
+    },
+    summarize(output) {
+        const parsed = exportJournalsOutputSchema.parse(output);
+        return `Generated accounting-journal export ${parsed.data.artifact.file_name}.`;
+    },
+};
+//# sourceMappingURL=export-journals.js.map

package/dist/tools/core-read/export-journals.js.map

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package/dist/tools/core-read/export-transactions.d.ts

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

package/dist/tools/core-read/export-transactions.js

@@ -0,0 +1,67 @@
+import { exportTransactionsInputSchema, exportTransactionsOutputSchema, } from '../../schemas/domains/transactions.js';
+import { transactionExportResponseSchema } from '../../capabilities/definitions/transactions.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+const CAPABILITIES = {
+    fiat: 'suite.txn.fiat.export',
+    crypto: 'suite.txn.crypto.export',
+};
+const MEDIA_TYPES = {
+    xlsx: 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
+    csv: 'text/csv',
+};
+export const exportTransactionsTool = {
+    name: 'export_transactions',
+    title: 'Export FinTax Transactions',
+    description: 'Export all fiat or crypto-asset transactions matching the filters and return a temporary artifact reference without modifying business data. Security and derivative exports are not currently supported; use query_transactions for paginated browsing.',
+    risk: 'R0',
+    exposurePack: 'core-read',
+    capabilityIds: Object.values(CAPABILITIES),
+    fileAccess: 'write-artifact',
+    publicInputSchema: createPublicInputSchema(exportTransactionsInputSchema),
+    inputSchema: exportTransactionsInputSchema,
+    outputSchema: exportTransactionsOutputSchema,
+    annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = exportTransactionsInputSchema.parse(rawInput);
+        const response = transactionExportResponseSchema.parse(await context.callCapability(CAPABILITIES[input.transaction_type], {
+            ...input.filters,
+            format: input.format,
+        }));
+        const fileName = `fintax-${input.transaction_type}-transactions.${input.format}`;
+        const artifact = await context.artifacts.create(response.bytes, fileName);
+        return {
+            ok: true,
+            data: {
+                transaction_type: input.transaction_type,
+                format: input.format,
+                artifact: {
+                    file_ref: { kind: 'artifact', value: artifact.artifactId },
+                    file_name: artifact.fileName,
+                    media_type: MEDIA_TYPES[input.format],
+                    size_bytes: artifact.size,
+                    sha256: artifact.sha256,
+                    expires_at: artifact.expiresAt,
+                },
+            },
+            warnings: [],
+            trace_id: context.traceId,
+            source_refs: [
+                {
+                    service: 'suite',
+                    operation: `txn.${input.transaction_type}.export`,
+                },
+                { service: 'mcp', operation: 'artifact.create' },
+            ],
+        };
+    },
+    summarize(output) {
+        const parsed = exportTransactionsOutputSchema.parse(output);
+        return `Generated ${parsed.data.transaction_type} transaction export ${parsed.data.artifact.file_name}.`;
+    },
+};
+//# sourceMappingURL=export-transactions.js.map