@taxdao/fintax-mcp 0.2.0

package/dist/tools/core-read/query-reference-data.js

@@ -0,0 +1,293 @@
+import { z } from 'zod/v4';
+import { FinTaxError } from '../../errors/fintax-error.js';
+import { queryReferenceDataInputSchema, queryReferenceDataOutputSchema, } from '../../schemas/domains/reference-data.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+function record(value) {
+    return value !== null && typeof value === 'object' && !Array.isArray(value)
+        ? value
+        : {};
+}
+function requiredReferenceArray(value) {
+    if (Array.isArray(value))
+        return value;
+    throw new FinTaxError('UPSTREAM_UNAVAILABLE', 'FinTax returned incomplete reference data', {
+        retryable: false,
+    });
+}
+function stringValue(value) {
+    return typeof value === 'string' || typeof value === 'number'
+        ? String(value)
+        : null;
+}
+function integerValue(value) {
+    return typeof value === 'number' && Number.isInteger(value) ? value : null;
+}
+function booleanValue(value) {
+    return typeof value === 'boolean' ? value : null;
+}
+function uuidValue(value) {
+    return typeof value === 'string' && z.uuid().safeParse(value).success
+        ? value
+        : null;
+}
+function requiredString(value, field) {
+    const parsed = stringValue(value)?.trim();
+    if (parsed === undefined || parsed === null || parsed.length === 0) {
+        throw new FinTaxError('UPSTREAM_UNAVAILABLE', `FinTax reference data is missing ${field}`, { retryable: false });
+    }
+    return parsed;
+}
+function requiredUuid(value, field) {
+    const parsed = uuidValue(value);
+    if (parsed === null) {
+        throw new FinTaxError('UPSTREAM_UNAVAILABLE', `FinTax reference data is missing a valid ${field}`, { retryable: false });
+    }
+    return parsed;
+}
+function baseItem(referenceType) {
+    return {
+        reference_type: referenceType,
+        id: null,
+        code: null,
+        enabled: null,
+        year: null,
+        ledger_id: null,
+        ledger_name: null,
+        coa_type: null,
+        include_origin: null,
+        postable: null,
+        enabled_attribute_slots: [],
+        iso_code: null,
+        slot_no: null,
+        dict_code: null,
+        source_type: null,
+        values: [],
+        major_category_code: null,
+        major_category_name: null,
+        minor_category_code: null,
+        minor_category_name: null,
+        depreciation_method_id: null,
+        calculation_basis: null,
+        useful_life_years: null,
+        months: null,
+        salvage_percentage: null,
+        version: null,
+    };
+}
+function capabilityFor(input) {
+    switch (input.reference_type) {
+        case 'accounting_period':
+            return 'suite.acct.journal.period_options';
+        case 'chart_of_account':
+            return 'suite.acct.journal.coa_options';
+        case 'currency':
+            return 'suite.acct.journal.currency_options';
+        case 'auxiliary_dimension':
+            return 'suite.acct.journal.auxiliary_options';
+        case 'asset_category':
+            return 'suite.fa.reference.asset_categories';
+        case 'depreciation_method':
+            return 'suite.fa.reference.depreciation_methods';
+    }
+}
+function capabilityInput(input) {
+    switch (input.reference_type) {
+        case 'accounting_period':
+        case 'chart_of_account':
+            return { ledger_id: input.ledger_id };
+        case 'currency':
+            return {};
+        case 'auxiliary_dimension':
+            return { ledger_id: input.ledger_id, coa_code: input.coa_code };
+        case 'asset_category':
+            return {
+                ledger_id: input.ledger_id,
+                search: input.search,
+                page: input.page,
+                page_size: input.page_size,
+            };
+        case 'depreciation_method':
+            return {
+                search: input.search,
+                page: input.page,
+                page_size: input.page_size,
+            };
+    }
+}
+function normalizeItems(input, raw) {
+    const root = record(raw);
+    const values = Array.isArray(raw) ? raw : requiredReferenceArray(root.list);
+    return values.map((value) => {
+        const item = record(value);
+        const base = baseItem(input.reference_type);
+        switch (input.reference_type) {
+            case 'accounting_period': {
+                const period = requiredString(item.period_name, 'period_name');
+                return {
+                    ...base,
+                    value: period,
+                    label: period,
+                    code: period,
+                    year: integerValue(item.year),
+                    ledger_id: input.ledger_id,
+                };
+            }
+            case 'chart_of_account': {
+                const code = requiredString(item.coa_code, 'coa_code');
+                const name = requiredString(item.coa_name, 'coa_name');
+                return {
+                    ...base,
+                    value: code,
+                    label: `${code} ${name}`,
+                    code,
+                    ledger_id: input.ledger_id,
+                    coa_type: stringValue(item.coa_type),
+                    include_origin: booleanValue(item.include_origin),
+                    postable: booleanValue(item.postable),
+                    enabled_attribute_slots: requiredReferenceArray(item.enabled_attr_nos).filter((slot) => typeof slot === 'number' &&
+                        Number.isInteger(slot) &&
+                        slot >= 1 &&
+                        slot <= 12),
+                };
+            }
+            case 'currency': {
+                const symbol = requiredString(item.symbol, 'symbol');
+                const name = stringValue(item.name);
+                return {
+                    ...base,
+                    value: symbol,
+                    label: name === null ? symbol : `${symbol} ${name}`,
+                    code: symbol,
+                    iso_code: stringValue(item.iso_code),
+                };
+            }
+            case 'auxiliary_dimension': {
+                const slot = integerValue(item.slot_no);
+                const label = requiredString(item.label, 'label');
+                if (slot === null || slot < 1 || slot > 12) {
+                    throw new FinTaxError('UPSTREAM_UNAVAILABLE', 'FinTax reference data is missing a valid slot_no', { retryable: false });
+                }
+                return {
+                    ...base,
+                    value: String(slot),
+                    label,
+                    code: null,
+                    ledger_id: input.ledger_id,
+                    slot_no: slot,
+                    dict_code: stringValue(item.dict_code),
+                    source_type: stringValue(item.source_type),
+                    values: requiredReferenceArray(item.values).map((option) => {
+                        const candidate = record(option);
+                        return {
+                            value: requiredString(candidate.value, 'value'),
+                            label: requiredString(candidate.label, 'label'),
+                        };
+                    }),
+                };
+            }
+            case 'asset_category': {
+                const id = requiredUuid(item.id, 'id');
+                const code = requiredString(item.category, 'category');
+                const major = stringValue(item.major_category_name);
+                const minor = stringValue(item.minor_category_name);
+                const names = [major, minor].filter((part) => part !== null && part.length > 0);
+                const label = names.length === 0 ? code : names.join(' / ');
+                return {
+                    ...base,
+                    value: id,
+                    label,
+                    id,
+                    code,
+                    enabled: booleanValue(item.enabled),
+                    ledger_id: uuidValue(item.ledger_id),
+                    ledger_name: stringValue(item.ledger_name),
+                    major_category_code: stringValue(item.major_category_code),
+                    major_category_name: major,
+                    minor_category_code: stringValue(item.minor_category_code),
+                    minor_category_name: minor,
+                    depreciation_method_id: uuidValue(item.depr_method_id),
+                    useful_life_years: integerValue(item.useful_life_years),
+                    months: integerValue(item.months),
+                    salvage_percentage: stringValue(item.default_salvage_pct),
+                    version: integerValue(item.version),
+                };
+            }
+            case 'depreciation_method': {
+                const id = requiredUuid(item.id, 'id');
+                const code = requiredString(item.method_code, 'method_code');
+                const name = requiredString(item.method_name, 'method_name');
+                return {
+                    ...base,
+                    value: id,
+                    label: name,
+                    id,
+                    code,
+                    enabled: booleanValue(item.enabled),
+                    calculation_basis: stringValue(item.calc_basis),
+                    useful_life_years: integerValue(item.useful_life_years),
+                    months: integerValue(item.months),
+                    version: integerValue(item.version),
+                };
+            }
+        }
+    });
+}
+export const queryReferenceDataTool = {
+    name: 'query_reference_data',
+    title: 'Query Business Reference Data',
+    description: 'Query the periods, chart of accounts, currencies, auxiliary dimensions, asset categories, and depreciation methods required to create journals or fixed assets. Use query_accounting_context first to obtain the organization and ledger, then query by reference_type. Codes, IDs, and display names come from upstream reference data.',
+    risk: 'R0',
+    exposurePack: 'core-read',
+    capabilityIds: [
+        'suite.acct.journal.period_options',
+        'suite.acct.journal.coa_options',
+        'suite.acct.journal.currency_options',
+        'suite.acct.journal.auxiliary_options',
+        'suite.fa.reference.asset_categories',
+        'suite.fa.reference.depreciation_methods',
+    ],
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(queryReferenceDataInputSchema),
+    inputSchema: queryReferenceDataInputSchema,
+    outputSchema: queryReferenceDataOutputSchema,
+    annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = queryReferenceDataInputSchema.parse(rawInput);
+        const capability = capabilityFor(input);
+        const raw = await context.callCapability(capability, capabilityInput(input), input.context.org_id);
+        const items = normalizeItems(input, raw);
+        const root = record(raw);
+        const total = integerValue(root.total) ?? items.length;
+        const pageNumber = integerValue(root.page);
+        const pageSize = integerValue(root.page_size);
+        return queryReferenceDataOutputSchema.parse({
+            ok: true,
+            data: { reference_type: input.reference_type, total, items },
+            ...(pageNumber === null || pageSize === null
+                ? {}
+                : {
+                    page: {
+                        number: pageNumber,
+                        size: pageSize,
+                        total_items: total,
+                        has_more: pageNumber * pageSize < total,
+                    },
+                }),
+            warnings: [],
+            trace_id: context.traceId,
+            source_refs: [
+                { service: 'suite', operation: capability.replace(/^suite\./, '') },
+            ],
+        });
+    },
+    summarize(output) {
+        const parsed = queryReferenceDataOutputSchema.parse(output);
+        return `Returned ${parsed.data.items.length} ${parsed.data.reference_type} reference items.`;
+    },
+};
+//# sourceMappingURL=query-reference-data.js.map

package/dist/tools/core-read/query-reference-data.js.map

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

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

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

@@ -0,0 +1,58 @@
+import { queryTransactionsInputSchema, queryTransactionsOutputSchema, transactionListUpstreamSchema, } from '../../schemas/domains/transactions.js';
+import { createPublicInputSchema } from '../../schemas/public-input.js';
+import { adaptTransactionItem } from '../transaction-item.js';
+const CAPABILITIES = {
+    fiat: 'suite.txn.fiat.list',
+    crypto: 'suite.txn.crypto.list',
+    security: 'suite.txn.security.list',
+    derivative: 'suite.txn.derivative.list',
+};
+export const queryTransactionsTool = {
+    name: 'query_transactions',
+    title: 'Query FinTax Transactions',
+    description: 'Query paginated fiat, crypto-asset, security, or derivative transactions without modifying data. Detail lookup by ID is not currently available; use export_transactions for exports.',
+    risk: 'R0',
+    exposurePack: 'core-read',
+    capabilityIds: Object.values(CAPABILITIES),
+    fileAccess: 'none',
+    publicInputSchema: createPublicInputSchema(queryTransactionsInputSchema),
+    inputSchema: queryTransactionsInputSchema,
+    outputSchema: queryTransactionsOutputSchema,
+    annotations: {
+        readOnlyHint: true,
+        destructiveHint: false,
+        idempotentHint: true,
+        openWorldHint: false,
+    },
+    async execute(rawInput, context) {
+        const input = queryTransactionsInputSchema.parse(rawInput);
+        const upstream = transactionListUpstreamSchema.parse(await context.callCapability(CAPABILITIES[input.transaction_type], {
+            ...input.filters,
+            page: input.page,
+            page_size: input.page_size,
+        }));
+        return {
+            ok: true,
+            data: {
+                transaction_type: input.transaction_type,
+                items: upstream.items.map((item) => adaptTransactionItem(input.transaction_type, item)),
+            },
+            page: {
+                number: upstream.page,
+                size: upstream.page_size,
+                total_items: upstream.total_lines,
+                has_more: upstream.page * upstream.page_size < upstream.total_lines,
+            },
+            warnings: [],
+            trace_id: context.traceId,
+            source_refs: [
+                { service: 'suite', operation: `txn.${input.transaction_type}.list` },
+            ],
+        };
+    },
+    summarize(output) {
+        const parsed = queryTransactionsOutputSchema.parse(output);
+        return `Returned ${parsed.data.items.length} ${parsed.data.transaction_type} transactions.`;
+    },
+};
+//# sourceMappingURL=query-transactions.js.map

package/dist/tools/core-read/query-transactions.js.map

@@ -0,0 +1 @@
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package/dist/tools/create-tools.d.ts

@@ -0,0 +1,3 @@
+import type { ExposurePack, ToolDefinition } from './tool-definition.js';
+export declare const DEFAULT_PACKS: readonly ExposurePack[];
+export declare function createTools(enabledPacks?: readonly ExposurePack[]): readonly ToolDefinition[];

package/dist/tools/create-tools.js

@@ -0,0 +1,88 @@
+import { exportTransactionsTool } from './core-read/export-transactions.js';
+import { queryAccountingContextTool } from './core-read/query-accounting-context.js';
+import { exportJournalsTool } from './core-read/export-journals.js';
+import { exportBusinessDocumentsTool } from './core-read/export-business-documents.js';
+import { queryAccountingBalancesTool } from './core-read/query-accounting-balances.js';
+import { queryAssetsTool } from './core-read/query-assets.js';
+import { queryPayableDocumentsTool, queryReceivableDocumentsTool, getPayableDocumentTool, getReceivableDocumentTool, queryPayableOffsetsTool, queryReceivableOffsetsTool, queryPayableOffsetLinesTool, queryReceivableOffsetLinesTool, } from './core-read/query-business-documents.js';
+import { queryDashboardTool } from './core-read/query-dashboard.js';
+import { queryFundAccountsTool } from './core-read/query-fund-accounts.js';
+import { queryFundBalancesTool } from './core-read/query-fund-balances.js';
+import { queryFinancialReportsTool } from './core-read/query-financial-reports.js';
+import { queryJournalsTool } from './core-read/query-journals.js';
+import { queryMasterDataTool } from './core-read/query-master-data.js';
+import { queryPnlTool } from './core-read/query-pnl.js';
+import { queryTransactionsTool } from './core-read/query-transactions.js';
+import { queryReferenceDataTool } from './core-read/query-reference-data.js';
+import { getImportTemplateTool } from './fnd-import/get-import-template.js';
+import { prepareImportTool } from './fnd-import/prepare-import.js';
+import { executeImportTool } from './fnd-import/execute-import.js';
+import { getJobStatusTool } from './fnd-import/get-job-status.js';
+import { saveTransactionDraftTool } from './core-edit/save-transaction-draft.js';
+import { saveFundAccountTool } from './core-edit/save-fund-account.js';
+import { saveMasterDataTool } from './core-edit/save-master-data.js';
+import { saveJournalDraftTool } from './core-edit/save-journal-draft.js';
+import { saveBusinessDocumentDraftTool } from './core-edit/save-business-document-draft.js';
+import { saveAssetCardTool, saveAssetFinanceTool, saveAssetSourceLinesTool, replaceAssetAllocationLinesTool, } from './core-edit/save-asset.js';
+import { workflowTools } from './extended/workflow-tools.js';
+import { periodEndTools } from './extended/period-end-tools.js';
+import { assetOperationTools } from './extended/asset-operation-tools.js';
+import { automationTools } from './extended/automation-tools.js';
+import { configurationTools } from './extended/configuration-tools.js';
+export const DEFAULT_PACKS = [
+    'core-read',
+    'fnd-import',
+    'core-edit',
+    'workflow',
+    'period-end',
+    'asset-ops',
+    'automation',
+    'configuration',
+];
+export function createTools(enabledPacks = DEFAULT_PACKS) {
+    const enabled = new Set(enabledPacks);
+    return [
+        queryAccountingContextTool,
+        queryDashboardTool,
+        queryTransactionsTool,
+        exportTransactionsTool,
+        queryFundAccountsTool,
+        queryFundBalancesTool,
+        queryMasterDataTool,
+        queryJournalsTool,
+        exportJournalsTool,
+        queryAccountingBalancesTool,
+        queryFinancialReportsTool,
+        queryPayableDocumentsTool,
+        queryReceivableDocumentsTool,
+        getPayableDocumentTool,
+        getReceivableDocumentTool,
+        queryPayableOffsetsTool,
+        queryReceivableOffsetsTool,
+        queryPayableOffsetLinesTool,
+        queryReceivableOffsetLinesTool,
+        exportBusinessDocumentsTool,
+        queryAssetsTool,
+        queryPnlTool,
+        queryReferenceDataTool,
+        getImportTemplateTool,
+        prepareImportTool,
+        executeImportTool,
+        getJobStatusTool,
+        saveTransactionDraftTool,
+        saveFundAccountTool,
+        saveMasterDataTool,
+        saveJournalDraftTool,
+        saveBusinessDocumentDraftTool,
+        saveAssetCardTool,
+        saveAssetFinanceTool,
+        saveAssetSourceLinesTool,
+        replaceAssetAllocationLinesTool,
+        ...workflowTools,
+        ...periodEndTools,
+        ...assetOperationTools,
+        ...automationTools,
+        ...configurationTools,
+    ].filter((tool) => enabled.has(tool.exposurePack));
+}
+//# sourceMappingURL=create-tools.js.map

package/dist/tools/create-tools.js.map

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package/dist/tools/extended/asset-operation-tools.d.ts

@@ -0,0 +1,9 @@
+import type { ToolDefinition } from '../tool-definition.js';
+export declare const previewDepreciationTool: ToolDefinition;
+export declare const runDepreciationTool: ToolDefinition;
+export declare const adjustAssetCostTool: ToolDefinition;
+export declare const prepareAssetImpairmentTool: ToolDefinition;
+export declare const prepareAssetRetirementTool: ToolDefinition;
+export declare const executeAssetImpairmentTool: ToolDefinition;
+export declare const executeAssetRetirementTool: ToolDefinition;
+export declare const assetOperationTools: readonly ToolDefinition[];