@zudello/mcp 1.1.2

package/dist/tools/core/search.js

@@ -0,0 +1,65 @@
+/**
+ * ZudelloSearch - MCP Tool
+ * Category: core
+ * Read Operation
+ */
+import { searchZudelloResources } from "../../services/zudello/resources.js";
+import { logger } from "../../utils/logger.js";
+export const zudelloSearch = {
+    name: "zudelloSearch",
+    description: `Search and query data across different models in Zudello. Searches Items, Transactions, Users, and other data models with filtering, field selection, and ordering.
+
+FIELD DISCOVERY: If you need to select specific fields beyond the defaults, first call zudelloGetFieldMetadata with section='filters' and the target module/submodule to discover valid field paths. Use the 'path' values from the response in your 'select' array.
+
+Valid Models and Module/Submodule Combinations:
+- Transaction: EXPENSES (CLAIM/EXPENSE/MILEAGE/PAYMENT/REFUND), INVENTORY (RECEIPT), PURCHASING (CREDIT/INVOICE/ORDER/QUOTE/REQUISITION/RETURN/STATEMENT), SALES (CREDIT/INVOICE/ORDER/QUOTE/REMITTANCE)
+- Item: INVENTORY (CATALOGUE)
+- Customer/Supplier/Employee: RELATIONSHIPS module
+- Budget: BUDGETS module | Contract: CONTRACTS module
+- Dimensional models (Account, Department, etc.): DIMENSIONS module
+
+Status Keys (for filtering by status):
+- Common: DRAFT, REVIEW, APPROVAL, READY, COMPLETE, ACTIVE, INACTIVE, REJECTED, PROCESSING, ARCHIVED, DELETED
+- PURCHASING/INVOICE: NEW_VENDOR, PO_MISSING, PO_VARIANCE, GR_PENDING
+- PURCHASING/ORDER: PENDING, PLACED, PARTIALLY_RECEIVED, RECEIVED, PARTIALLY_INVOICED, CLOSED
+- SALES/ORDER,QUOTE: CUSTOMER_CHECK, ITEM_CHECK, PRICE_CHECK, STOCK_CHECK
+Note: Statuses are user-configurable. If filtering by status fails, use zudelloListConfigs with configType 'document_status' to find valid status keys.
+
+Filtering examples:
+- By status: {filter: {status: 'REVIEW', module: 'PURCHASING', submodule: 'INVOICE'}}
+- Multiple statuses: {filter: {status__in: ['DRAFT', 'REVIEW', 'APPROVAL']}}
+- Date ranges: {filter: {date_due__range: ['2025-01-01', '2025-12-31']}}
+- Full-text search: {search: {fields: [{'name': 'trading_name'}], keywords: ['silver:*'], mode: 'boolean'}}
+
+User Assignment Examples:
+- My pending approvals: {filter: {pseudo_owners__in: ['user-uuid'], status__in: ['APPROVAL', 'REVIEW']}}
+- Documents assigned to me: {filter: {pseudo_owners__in: ['user-uuid'], module: 'PURCHASING'}}
+- My urgent items: {filter: {pseudo_owners__in: ['user-uuid'], status: 'APPROVAL', date_due__lt: 'today'}}`,
+    inputSchema: {
+        type: "object",
+        properties: {
+            model: { type: "string", description: "Data model to search (Transaction, Item, Customer, Supplier, etc.)" },
+            select: { type: "array", items: { type: "string" }, description: "Fields to return (dot notation for relations)" },
+            filter: { type: "object", description: "Filter conditions (supports operators like __in, __range, __gt, __lt)" },
+            exclude: { type: "object", description: "Exclude conditions (same format as filter)" },
+            search: { type: "object", description: "Full-text search config with fields and keywords" },
+            order_by: { type: "array", items: { type: "string" }, description: "Sort fields (prefix '-' for descending)" },
+            distinct: { type: "array", items: { type: "string" }, description: "Remove duplicates by fields" },
+            aggregate: { type: "object", description: "Aggregations (Count, Sum, Avg, Min, Max)" },
+            offset: { type: "number", description: "Records to skip for pagination (default: 0)" },
+            limit: { type: "number", description: "Max records to return (default: 100, max: 1000)" },
+        },
+        required: ["model"],
+    },
+    execute: async (input, authContext) => {
+        try {
+            const response = await searchZudelloResources(input, authContext);
+            return { success: response.success, results: response.data, count: response.metadata?.count, model: input.model };
+        }
+        catch (error) {
+            logger.error("zudelloSearch error", {}, error);
+            return { success: false, error: error instanceof Error ? error.message : "Unknown error" };
+        }
+    },
+};
+//# sourceMappingURL=search.js.map

package/dist/tools/core/search.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"search.js","sourceRoot":"","sources":["../../../src/tools/core/search.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAIH,OAAO,EAAE,sBAAsB,EAAE,MAAM,qCAAqC,CAAC;AAC7E,OAAO,EAAE,MAAM,EAAE,MAAM,uBAAuB,CAAC;AAE/C,MAAM,CAAC,MAAM,aAAa,GAAY;IACpC,IAAI,EAAE,eAAe;IACrB,WAAW,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;2GA2B4F;IACzG,WAAW,EAAE;QACX,IAAI,EAAE,QAAQ;QACd,UAAU,EAAE;YACV,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,oEAAoE,EAAE;YAC5G,MAAM,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,WAAW,EAAE,+CAA+C,EAAE;YAClH,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,uEAAuE,EAAE;YAChH,OAAO,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,4CAA4C,EAAE;YACtF,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,kDAAkD,EAAE;YAC3F,QAAQ,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,WAAW,EAAE,yCAAyC,EAAE;YAC9G,QAAQ,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,WAAW,EAAE,6BAA6B,EAAE;YAClG,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,0CAA0C,EAAE;YACtF,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,6CAA6C,EAAE;YACtF,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,iDAAiD,EAAE;SAC1F;QACD,QAAQ,EAAE,CAAC,OAAO,CAAC;KACpB;IACD,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,sBAAsB,CAAC,KAAK,EAAE,WAAW,CAAC,CAAC;YAClE,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,OAAO,EAAE,OAAO,EAAE,QAAQ,CAAC,IAAI,EAAE,KAAK,EAAE,QAAQ,CAAC,QAAQ,EAAE,KAAK,EAAE,KAAK,EAAE,KAAK,CAAC,KAAK,EAAE,CAAC;QACpH,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,qBAAqB,EAAE,EAAE,EAAE,KAAc,CAAC,CAAC;YACxD,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAE,KAAK,YAAY,KAAK,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,eAAe,EAAE,CAAC;QAC7F,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/document-context/check-contract-pricing.d.ts

@@ -0,0 +1,30 @@
+import type { AuthContext } from "../../context/auth.js";
+export declare const zudelloCheckContractPricing: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            transactionUuid: {
+                type: string;
+            };
+            supplierId: {
+                type: string;
+            };
+            lines: {
+                type: string;
+            };
+        };
+        required: string[];
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        pricing: any;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        pricing?: undefined;
+    }>;
+};
+//# sourceMappingURL=check-contract-pricing.d.ts.map

package/dist/tools/document-context/check-contract-pricing.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"check-contract-pricing.d.ts","sourceRoot":"","sources":["../../../src/tools/document-context/check-contract-pricing.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,uBAAuB,CAAC;AAEzD,eAAO,MAAM,2BAA2B;;;;;;;;;;;;;;;;;;qBA+Cf,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/document-context/check-contract-pricing.js

@@ -0,0 +1,61 @@
+import { logger } from "../../utils/logger.js";
+import { checkZudelloContractPricing } from "../../services/zudello/index.js";
+export const zudelloCheckContractPricing = {
+    name: "zudelloCheckContractPricing",
+    description: `Validate line item pricing against active contracts.
+
+Checks document line items against supplier/customer contracts to identify pricing variances,
+contract coverage, and potential exceptions.
+
+**REQUIRED INPUT:**
+- dateIssued: Document date in ISO format (YYYY-MM-DD)
+- module: Module context (e.g., "PURCHASING", "SALES")
+- submodule: Submodule context (e.g., "INVOICE", "ORDER", "QUOTE")
+- lines: Array of line items to check
+
+**OPTIONAL INPUT:**
+- supplierId: Supplier UUID to check contracts against
+- customerId: Customer UUID to check contracts against
+
+**LINE ITEM STRUCTURE:**
+Each line item supports:
+- item_id: Item ID/UUID for contract item lookup
+- purchase_price: Price to validate
+- unit_price: Alternative unit price
+- unit_price_exclusive: Price excluding tax
+- currency_id: Currency for conversion
+- project_id: Project context
+
+**RESPONSE STRUCTURE:**
+Returns contracts array, each containing:
+- contract_uuid, contract_name
+- owner_uuids: Contract owners
+- effective_at, expiry_at: Contract validity period
+- contract_pricings: Array of pricing exceptions per line
+  - exception: "NONE" | "PRICE_VARIANCE" | "NOT_ON_CONTRACT" | "EXPIRED"
+  - price: Contract price (or null if no contract)
+
+**EXCEPTION VALUES:**
+- NONE: Price matches contract
+- PRICE_VARIANCE: Price differs from contract
+- NOT_ON_CONTRACT: Item not on any active contract
+- EXPIRED: Contract found but has expired
+
+**USE CASES:**
+- Validate invoice pricing before payment
+- Check quote pricing against negotiated contracts
+- Identify off-contract purchases for review
+- Audit pricing compliance across suppliers`,
+    inputSchema: { type: "object", properties: { transactionUuid: { type: "string" }, supplierId: { type: "string" }, lines: { type: "array" } }, required: ["transactionUuid", "supplierId", "lines"] },
+    execute: async (input, authContext) => {
+        try {
+            const response = await checkZudelloContractPricing(authContext, input);
+            return { success: true, pricing: response.data };
+        }
+        catch (error) {
+            logger.error("zudelloCheckContractPricing error", input, error);
+            return { success: false, error: error.message };
+        }
+    },
+};
+//# sourceMappingURL=check-contract-pricing.js.map

package/dist/tools/document-context/check-contract-pricing.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"check-contract-pricing.js","sourceRoot":"","sources":["../../../src/tools/document-context/check-contract-pricing.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,uBAAuB,CAAC;AAC/C,OAAO,EAAE,2BAA2B,EAAE,MAAM,iCAAiC,CAAC;AAG9E,MAAM,CAAC,MAAM,2BAA2B,GAAG;IACzC,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;4CA2C6B;IAC1C,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,eAAe,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,iBAAiB,EAAE,YAAY,EAAE,OAAO,CAAC,EAAE;IAC7M,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,2BAA2B,CAAC,WAAW,EAAE,KAAK,CAAC,CAAC;YACvE,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QACnD,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,mCAAmC,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YACzE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/document-context/check-document-budgets.d.ts

@@ -0,0 +1,36 @@
+import type { AuthContext } from "../../context/auth.js";
+export declare const zudelloCheckDocumentBudgets: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            transactionUuid: {
+                type: string;
+            };
+            dateIssued: {
+                type: string;
+            };
+            module: {
+                type: string;
+            };
+            submodule: {
+                type: string;
+            };
+            lines: {
+                type: string;
+            };
+        };
+        required: string[];
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        budgets: any;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        budgets?: undefined;
+    }>;
+};
+//# sourceMappingURL=check-document-budgets.d.ts.map

package/dist/tools/document-context/check-document-budgets.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"check-document-budgets.d.ts","sourceRoot":"","sources":["../../../src/tools/document-context/check-document-budgets.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,uBAAuB,CAAC;AAEzD,eAAO,MAAM,2BAA2B;;;;;;;;;;;;;;;;;;;;;;;;qBAqCf,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/document-context/check-document-budgets.js

@@ -0,0 +1,51 @@
+import { logger } from "../../utils/logger.js";
+import { checkZudelloDocumentBudgets } from "../../services/zudello/index.js";
+export const zudelloCheckDocumentBudgets = {
+    name: "zudelloCheckDocumentBudgets",
+    description: `Check budget availability and thresholds for document line items.
+
+Validates line items against configured budgets and returns budget status for each line,
+including available amounts, consumed amounts, and any budget warnings.
+
+**REQUIRED INPUT:**
+- transactionUuid: UUID of the transaction/document being checked
+- dateIssued: Document date in ISO format (YYYY-MM-DD)
+- module: Module context (e.g., "PURCHASING", "EXPENSES", "SALES", "LEDGER")
+- submodule: Submodule context (e.g., "INVOICE", "ORDER", "EXPENSE")
+- lines: Array of line items to check
+
+**LINE ITEM STRUCTURE:**
+Each line item requires:
+- line_uuid: Unique identifier for tracking results
+- total: Line total amount
+- account_id: GL account for budget lookup (optional)
+- cost_centre_id: Cost centre for budget lookup (optional)
+- department_id, project_id, location_id, subsidiary_id: Additional dimensions (optional)
+
+**RESPONSE STRUCTURE:**
+Returns budget_lines array with detailed budget information per matched budget line:
+- budget_uuid, budget_name, budget_description
+- budget_line_uuid, budget_line_description
+- start, end: Budget period dates
+- total_exclusive_local: Budget amount
+- Various spend amounts (new, pending, committed, actual, processing)
+- remaining_local: Remaining budget
+- transaction_line_uuids: Which transaction lines matched
+
+**USE CASES:**
+- Pre-validate invoice coding before approval
+- Check purchase order against department budgets
+- Identify over-budget expenses for exception handling`,
+    inputSchema: { type: "object", properties: { transactionUuid: { type: "string" }, dateIssued: { type: "string" }, module: { type: "string" }, submodule: { type: "string" }, lines: { type: "array" } }, required: ["transactionUuid", "dateIssued", "module", "submodule", "lines"] },
+    execute: async (input, authContext) => {
+        try {
+            const response = await checkZudelloDocumentBudgets(authContext, input);
+            return { success: true, budgets: response.data };
+        }
+        catch (error) {
+            logger.error("zudelloCheckDocumentBudgets error", input, error);
+            return { success: false, error: error.message };
+        }
+    },
+};
+//# sourceMappingURL=check-document-budgets.js.map

package/dist/tools/document-context/check-document-budgets.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"check-document-budgets.js","sourceRoot":"","sources":["../../../src/tools/document-context/check-document-budgets.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,uBAAuB,CAAC;AAC/C,OAAO,EAAE,2BAA2B,EAAE,MAAM,iCAAiC,CAAC;AAG9E,MAAM,CAAC,MAAM,2BAA2B,GAAG;IACzC,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;uDAiCwC;IACrD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,eAAe,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,SAAS,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,KAAK,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,iBAAiB,EAAE,YAAY,EAAE,QAAQ,EAAE,WAAW,EAAE,OAAO,CAAC,EAAE;IAC/R,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,2BAA2B,CAAC,WAAW,EAAE,KAAK,CAAC,CAAC;YACvE,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,OAAO,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QACnD,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,mCAAmC,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YACzE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/document-context/index.d.ts

@@ -0,0 +1,3 @@
+export { zudelloCheckDocumentBudgets } from "./check-document-budgets.js";
+export { zudelloCheckContractPricing } from "./check-contract-pricing.js";
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/document-context/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../src/tools/document-context/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,2BAA2B,EAAE,MAAM,6BAA6B,CAAC;AAC1E,OAAO,EAAE,2BAA2B,EAAE,MAAM,6BAA6B,CAAC"}

package/dist/tools/document-context/index.js

@@ -0,0 +1,3 @@
+export { zudelloCheckDocumentBudgets } from "./check-document-budgets.js";
+export { zudelloCheckContractPricing } from "./check-contract-pricing.js";
+//# sourceMappingURL=index.js.map

package/dist/tools/document-context/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../src/tools/document-context/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,2BAA2B,EAAE,MAAM,6BAA6B,CAAC;AAC1E,OAAO,EAAE,2BAA2B,EAAE,MAAM,6BAA6B,CAAC"}

package/dist/tools/documents/document-types/create-document-type.d.ts

@@ -0,0 +1,19 @@
+import type { AuthContext } from "../../../context/auth.js";
+export declare const zudelloCreateDocumentType: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {};
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        documentType: import("../../../services/zudello/types.js").ZudelloDocumentType | undefined;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        documentType?: undefined;
+    }>;
+};
+//# sourceMappingURL=create-document-type.d.ts.map

package/dist/tools/documents/document-types/create-document-type.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"create-document-type.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/create-document-type.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,yBAAyB;;;;;;;qBA2Bb,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/document-types/create-document-type.js

@@ -0,0 +1,41 @@
+import { logger } from "../../../utils/logger.js";
+import { createZudelloDocumentType } from "../../../services/zudello/index.js";
+export const zudelloCreateDocumentType = {
+    name: "zudelloCreateDocumentType",
+    description: `Create a new document type (form layout) in Zudello.
+
+IMPORTANT: Each document type must belong to a SINGLE module/submodule in its context.
+Use zudelloListDocumentTypes or zudelloGetDocumentType on existing types to understand the expected structure.
+
+## Required Fields
+- display: User-friendly name (e.g., "Purchase Order", "Expense Claim")
+- type/property: Internal identifier, usually UPPER_SNAKE_CASE (e.g., "PURCHASE_ORDER")
+- module: Parent module (PURCHASING, EXPENSES, SALES, etc.)
+- submodule: Document category (INVOICE, ORDER, CLAIM, etc.)
+- context: Module/submodule mapping, e.g., {"PURCHASING": ["INVOICE"]}
+
+## Settings Structure
+- fields: Array of field definitions (can start empty: [])
+- sections: Array of section definitions (can start empty: [])
+- extensions: Array of enabled extensions (can start empty: [])
+
+## Common Extensions
+- contact_select: Supplier/customer selection
+- calculate_line: Auto-calculate line totals
+- validate_purchase_total: Validate document totals
+- budget_impact: Show budget impact (Beta)
+
+Start with minimal settings and add fields/sections/extensions as needed using zudelloUpdateDocumentType.`,
+    inputSchema: { type: "object", properties: {} },
+    execute: async (input, authContext) => {
+        try {
+            const response = await createZudelloDocumentType(authContext, input, {});
+            return { success: true, documentType: response.data };
+        }
+        catch (error) {
+            logger.error("zudelloCreateDocumentType error", input, error);
+            return { success: false, error: error.message };
+        }
+    }
+};
+//# sourceMappingURL=create-document-type.js.map

package/dist/tools/documents/document-types/create-document-type.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"create-document-type.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/create-document-type.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,yBAAyB,EAAE,MAAM,oCAAoC,CAAC;AAG/E,MAAM,CAAC,MAAM,yBAAyB,GAAG;IACvC,IAAI,EAAE,2BAA2B;IACjC,WAAW,EAAE;;;;;;;;;;;;;;;;;;;;;;;0GAuB2F;IACxG,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,EAAE;IACxD,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,yBAAyB,CAAC,WAAW,EAAE,KAAK,EAAE,EAAE,CAAC,CAAC;YACzE,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,YAAY,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QACxD,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,iCAAiC,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YACvE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/documents/document-types/get-document-type.d.ts

@@ -0,0 +1,24 @@
+import type { AuthContext } from "../../../context/auth.js";
+export declare const zudelloGetDocumentType: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            uuid: {
+                type: string;
+            };
+        };
+        required: string[];
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        documentType: import("../../../services/zudello/types.js").ZudelloDocumentType | undefined;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        documentType?: undefined;
+    }>;
+};
+//# sourceMappingURL=get-document-type.d.ts.map

package/dist/tools/documents/document-types/get-document-type.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"get-document-type.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/get-document-type.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,sBAAsB;;;;;;;;;;;;qBAcV,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/document-types/get-document-type.js

@@ -0,0 +1,28 @@
+import { logger } from "../../../utils/logger.js";
+import { getZudelloDocumentType } from "../../../services/zudello/index.js";
+export const zudelloGetDocumentType = {
+    name: "zudelloGetDocumentType",
+    description: `Get full details of a specific document type by UUID.
+
+Returns the complete document type configuration including:
+- Metadata (display, type, module, submodule, icon)
+- settings.fields: Array of field definitions with path, label, editor config, validations
+- settings.sections: Form sections (HEADER, CONTACT, LINES, TOTALS, etc.)
+- settings.extensions: Enabled form behaviors and validations
+- settings.statuses: Default status on create/revert
+
+Use zudelloListDocumentTypes first to find the UUID of the document type you need.
+This returns the RAW/EDITABLE version - for the rendered user view with merged field metadata, use zudelloGetMergedFormMetadata instead.`,
+    inputSchema: { type: "object", properties: { uuid: { type: "string" } }, required: ["uuid"] },
+    execute: async (input, authContext) => {
+        try {
+            const response = await getZudelloDocumentType(authContext, input.uuid);
+            return { success: true, documentType: response.data };
+        }
+        catch (error) {
+            logger.error("zudelloGetDocumentType error", input, error);
+            return { success: false, error: error.message };
+        }
+    },
+};
+//# sourceMappingURL=get-document-type.js.map

package/dist/tools/documents/document-types/get-document-type.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"get-document-type.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/get-document-type.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,sBAAsB,EAAE,MAAM,oCAAoC,CAAC;AAG5E,MAAM,CAAC,MAAM,sBAAsB,GAAG;IACpC,IAAI,EAAE,wBAAwB;IAC9B,WAAW,EAAE;;;;;;;;;;yIAU0H;IACvI,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,IAAI,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,MAAM,CAAC,EAAE;IACtG,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,sBAAsB,CAAC,WAAW,EAAE,KAAK,CAAC,IAAI,CAAC,CAAC;YACvE,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,YAAY,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QACxD,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,8BAA8B,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YACpE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/documents/document-types/get-merged-form-metadata.d.ts

@@ -0,0 +1,24 @@
+import type { AuthContext } from "../../../context/auth.js";
+export declare const zudelloGetMergedFormMetadata: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            documentTypeUuid: {
+                type: string;
+            };
+        };
+        required: string[];
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        metadata: import("../../../services/zudello/types.js").ZudelloDocumentType | undefined;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        metadata?: undefined;
+    }>;
+};
+//# sourceMappingURL=get-merged-form-metadata.d.ts.map

package/dist/tools/documents/document-types/get-merged-form-metadata.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"get-merged-form-metadata.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/get-merged-form-metadata.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,4BAA4B;;;;;;;;;;;;qBAgBhB,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/document-types/get-merged-form-metadata.js

@@ -0,0 +1,30 @@
+import { logger } from "../../../utils/logger.js";
+import { getZudelloMergedFormMetadata } from "../../../services/zudello/index.js";
+export const zudelloGetMergedFormMetadata = {
+    name: "zudelloGetMergedFormMetadata",
+    description: `Get the rendered/merged form metadata for a document type. This returns the document type with all field metadata merged from field settings.
+
+This is the END-USER view of the form - use this when you need to understand what fields users actually see.
+For the raw/editable configuration, use zudelloGetDocumentType instead.
+
+The merged form includes:
+- All field definitions with their complete editor configuration
+- Section visibility and ordering
+- Validation rules merged from field settings
+- Extension behaviors
+
+Identify the document type by module, submodule, and document type key (property).
+Example: module='PURCHASING', submodule='INVOICE', documentType='INVOICE'`,
+    inputSchema: { type: "object", properties: { documentTypeUuid: { type: "string" } }, required: ["documentTypeUuid"] },
+    execute: async (input, authContext) => {
+        try {
+            const response = await getZudelloMergedFormMetadata(authContext, input.module || "document", input.submodule || "invoice", input.documentTypeUuid);
+            return { success: true, metadata: response.data };
+        }
+        catch (error) {
+            logger.error("zudelloGetMergedFormMetadata error", input, error);
+            return { success: false, error: error.message };
+        }
+    },
+};
+//# sourceMappingURL=get-merged-form-metadata.js.map

package/dist/tools/documents/document-types/get-merged-form-metadata.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"get-merged-form-metadata.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/get-merged-form-metadata.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,4BAA4B,EAAE,MAAM,oCAAoC,CAAC;AAGlF,MAAM,CAAC,MAAM,4BAA4B,GAAG;IAC1C,IAAI,EAAE,8BAA8B;IACpC,WAAW,EAAE;;;;;;;;;;;;0EAY2D;IACxE,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,gBAAgB,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,kBAAkB,CAAC,EAAE;IAC9H,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,4BAA4B,CAAC,WAAW,EAAE,KAAK,CAAC,MAAM,IAAI,UAAU,EAAE,KAAK,CAAC,SAAS,IAAI,SAAS,EAAE,KAAK,CAAC,gBAAgB,CAAC,CAAC;YACnJ,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,QAAQ,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QACpD,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,oCAAoC,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YAC1E,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/documents/document-types/index.d.ts

@@ -0,0 +1,6 @@
+export { zudelloListDocumentTypes } from "./list-document-types.js";
+export { zudelloGetDocumentType } from "./get-document-type.js";
+export { zudelloGetMergedFormMetadata } from "./get-merged-form-metadata.js";
+export { zudelloCreateDocumentType } from "./create-document-type.js";
+export { zudelloUpdateDocumentType } from "./update-document-type.js";
+//# sourceMappingURL=index.d.ts.map

package/dist/tools/documents/document-types/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,wBAAwB,EAAE,MAAM,0BAA0B,CAAC;AACpE,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,4BAA4B,EAAE,MAAM,+BAA+B,CAAC;AAC7E,OAAO,EAAE,yBAAyB,EAAE,MAAM,2BAA2B,CAAC;AACtE,OAAO,EAAE,yBAAyB,EAAE,MAAM,2BAA2B,CAAC"}

package/dist/tools/documents/document-types/index.js

@@ -0,0 +1,6 @@
+export { zudelloListDocumentTypes } from "./list-document-types.js";
+export { zudelloGetDocumentType } from "./get-document-type.js";
+export { zudelloGetMergedFormMetadata } from "./get-merged-form-metadata.js";
+export { zudelloCreateDocumentType } from "./create-document-type.js";
+export { zudelloUpdateDocumentType } from "./update-document-type.js";
+//# sourceMappingURL=index.js.map

package/dist/tools/documents/document-types/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/index.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,wBAAwB,EAAE,MAAM,0BAA0B,CAAC;AACpE,OAAO,EAAE,sBAAsB,EAAE,MAAM,wBAAwB,CAAC;AAChE,OAAO,EAAE,4BAA4B,EAAE,MAAM,+BAA+B,CAAC;AAC7E,OAAO,EAAE,yBAAyB,EAAE,MAAM,2BAA2B,CAAC;AACtE,OAAO,EAAE,yBAAyB,EAAE,MAAM,2BAA2B,CAAC"}

package/dist/tools/documents/document-types/list-document-types.d.ts

@@ -0,0 +1,21 @@
+import type { AuthContext } from "../../../context/auth.js";
+export declare const zudelloListDocumentTypes: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {};
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        documentTypes: import("../../../services/zudello/types.js").ZudelloDocumentType[];
+        count: number;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        documentTypes: never[];
+        count?: undefined;
+    }>;
+};
+//# sourceMappingURL=list-document-types.d.ts.map

package/dist/tools/documents/document-types/list-document-types.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-document-types.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/list-document-types.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,wBAAwB;;;;;;;qBAiBZ,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/document-types/list-document-types.js

@@ -0,0 +1,31 @@
+import { logger } from "../../../utils/logger.js";
+import { listZudelloDocumentTypes } from "../../../services/zudello/index.js";
+export const zudelloListDocumentTypes = {
+    name: "zudelloListDocumentTypes",
+    description: `List document types (form layouts) in Zudello. Document types define the structure of forms like Purchase Orders, Invoices, Expenses, etc.
+
+Each document type has:
+- display: User-friendly name shown in UI
+- type/property: Internal identifier (usually UPPER_SNAKE_CASE)
+- module: Parent module (PURCHASING, EXPENSES, SALES, etc.)
+- submodule: Document category within module (INVOICE, ORDER, CLAIM, etc.)
+- settings: Contains fields, sections, and extensions configuration
+- isDefaultCreate/isDefaultPipeline: Whether this is the default type for new documents
+
+Filter by module and submodule to get document types for a specific area.
+Use includePaths to limit returned fields for lighter responses:
+- ["uuid", "payload.display", "payload.type", "payload.module", "payload.submodule"] for listings
+- Omit includePaths for full payload including settings`,
+    inputSchema: { type: "object", properties: {} },
+    execute: async (input, authContext) => {
+        try {
+            const response = await listZudelloDocumentTypes(authContext);
+            return { success: true, documentTypes: response.data || [], count: response.data?.length || 0 };
+        }
+        catch (error) {
+            logger.error("zudelloListDocumentTypes error", {}, error);
+            return { success: false, error: error.message, documentTypes: [] };
+        }
+    },
+};
+//# sourceMappingURL=list-document-types.js.map

package/dist/tools/documents/document-types/list-document-types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-document-types.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/list-document-types.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,wBAAwB,EAAE,MAAM,oCAAoC,CAAC;AAG9E,MAAM,CAAC,MAAM,wBAAwB,GAAG;IACtC,IAAI,EAAE,0BAA0B;IAChC,WAAW,EAAE;;;;;;;;;;;;;wDAayC;IACtD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,EAAE;IACxD,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,wBAAwB,CAAC,WAAW,CAAC,CAAC;YAC7D,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,aAAa,EAAE,QAAQ,CAAC,IAAI,IAAI,EAAE,EAAE,KAAK,EAAE,QAAQ,CAAC,IAAI,EAAE,MAAM,IAAI,CAAC,EAAE,CAAC;QAClG,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,gCAAgC,EAAE,EAAE,EAAE,KAAc,CAAC,CAAC;YACnE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,aAAa,EAAE,EAAE,EAAE,CAAC;QAChF,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/documents/document-types/update-document-type.d.ts

@@ -0,0 +1,24 @@
+import type { AuthContext } from "../../../context/auth.js";
+export declare const zudelloUpdateDocumentType: {
+    name: string;
+    description: string;
+    inputSchema: {
+        type: "object";
+        properties: {
+            uuid: {
+                type: string;
+            };
+        };
+        required: string[];
+    };
+    execute: (input: any, authContext: AuthContext) => Promise<{
+        success: boolean;
+        documentType: import("../../../services/zudello/types.js").ZudelloDocumentType | undefined;
+        error?: undefined;
+    } | {
+        success: boolean;
+        error: string;
+        documentType?: undefined;
+    }>;
+};
+//# sourceMappingURL=update-document-type.d.ts.map

package/dist/tools/documents/document-types/update-document-type.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"update-document-type.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/update-document-type.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,yBAAyB;;;;;;;;;;;;qBAmCb,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}