@zudello/modelcontextprotocol 1.0.0 → 1.1.1

package/dist/tools/core/push-message.js.map

@@ -1 +1 @@
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+{"version":3,"file":"push-message.js","sourceRoot":"","sources":["../../../src/tools/core/push-message.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,uBAAuB,CAAC;AAC/C,OAAO,EAAE,sBAAsB,EAAE,oBAAoB,EAAE,MAAM,iCAAiC,CAAC;AAG/F,MAAM,CAAC,MAAM,kBAAkB,GAAG;IAChC,IAAI,EAAE,oBAAoB;IAC1B,WAAW,EAAE;;;;;;;;;;;;;;;+FAegF;IAC7F,WAAW,EAAE;QACX,IAAI,EAAE,QAAiB;QACvB,UAAU,EAAE;YACV,SAAS,EAAE;gBACT,IAAI,EAAE,QAAQ;gBACd,WAAW,EAAE,wCAAwC;gBACrD,UAAU,EAAE;oBACV,IAAI,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,IAAI,EAAE,CAAC,OAAO,EAAE,QAAQ,CAAC,EAAE;oBACnD,IAAI,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,0BAA0B,EAAE;oBACjE,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,4BAA4B,EAAE;oBACpE,MAAM,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,gBAAgB,EAAE;oBACzD,MAAM,EAAE,EAAE,IAAI,EAAE,OAAO,EAAE,WAAW,EAAE,kBAAkB,EAAE;oBAC1D,KAAK,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,oBAAoB,EAAE;iBAC7D;gBACD,QAAQ,EAAE,CAAC,MAAM,CAAC;aACnB;YACD,eAAe,EAAE;gBACf,IAAI,EAAE,QAAQ;gBACd,WAAW,EAAE,6DAA6D;aAC3E;YACD,MAAM,EAAE;gBACN,IAAI,EAAE,SAAS;gBACf,WAAW,EAAE,yEAAyE;aACvF;SACF;QACD,QAAQ,EAAE,CAAC,WAAW,EAAE,iBAAiB,CAAC;KAC3C;IACD,OAAO,EAAE,KAAK,EACZ,KAIC,EACD,WAAwB,EACxB,EAAE;QACF,IAAI,CAAC;YACH,MAAM,CAAC,KAAK,CAAC,6BAA6B,EAAE;gBAC1C,aAAa,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI;gBACnC,MAAM,EAAE,KAAK,CAAC,MAAM,IAAI,KAAK;aAC9B,CAAC,CAAC;YAEH,IAAI,IAAa,CAAC;YAClB,IAAI,OAAe,CAAC;YAEpB,IAAI,KAAK,CAAC,SAAS,CAAC,IAAI,KAAK,OAAO,EAAE,CAAC;gBACrC,IAAI,CAAC,KAAK,CAAC,SAAS,CAAC,IAAI,EAAE,CAAC;oBAC1B,MAAM,IAAI,KAAK,CAAC,mCAAmC,CAAC,CAAC;gBACvD,CAAC;gBAED,MAAM,QAAQ,GAAG,MAAM,oBAAoB,CAAC,KAAK,CAAC,SAAS,CAAC,IAAI,EAAE,WAAW,CAAC,CAAC;gBAE/E,IAAI,CAAC,QAAQ,CAAC,OAAO,EAAE,CAAC;oBACtB,MAAM,IAAI,KAAK,CAAC,QAAQ,CAAC,KAAK,IAAI,0BAA0B,CAAC,CAAC;gBAChE,CAAC;gBAED,IAAI,GAAG,QAAQ,CAAC,IAAI,CAAC;gBACrB,OAAO,GAAG,mBAAmB,KAAK,CAAC,SAAS,CAAC,IAAI,EAAE,CAAC;YACtD,CAAC;iBAAM,CAAC;gBACN,IAAI,CAAC,KAAK,CAAC,SAAS,CAAC,KAAK,EAAE,CAAC;oBAC3B,MAAM,IAAI,KAAK,CAAC,qCAAqC,CAAC,CAAC;gBACzD,CAAC;gBAED,MAAM,aAAa,GAAG;oBACpB,KAAK,EAAE,KAAK,CAAC,SAAS,CAAC,KAAK;oBAC5B,MAAM,EAAE,KAAK,CAAC,SAAS,CAAC,MAAM,IAAI,EAAE;oBACpC,MAAM,EAAE,KAAK,CAAC,SAAS,CAAC,MAAM,IAAI,EAAE;oBACpC,KAAK,EAAE,KAAK,CAAC,SAAS,CAAC,KAAK,IAAI,EAAE;oBAClC,MAAM,EAAE,CAAC;oBACT,QAAQ,EAAE,EAAE;oBACZ,QAAQ,EAAE,EAAE;oBACZ,OAAO,EAAE,EAAE;iBACZ,CAAC;gBAEF,MAAM,QAAQ,GAAG,MAAM,sBAAsB,CAAC,aAAa,EAAE,WAAW,EAAE,EAAE,QAAQ,EAAE,IAAI,EAAE,YAAY,EAAE,IAAI,EAAE,CAAC,CAAC;gBAElH,IAAI,CAAC,QAAQ,CAAC,OAAO,EAAE,CAAC;oBACtB,MAAM,IAAI,KAAK,CAAC,QAAQ,CAAC,KAAK,IAAI,eAAe,CAAC,CAAC;gBACrD,CAAC;gBAED,IAAI,GAAG,QAAQ,CAAC,IAAI,CAAC;gBACrB,MAAM,WAAW,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC;gBAC5E,OAAO,GAAG,SAAS,WAAW,IAAI,KAAK,CAAC,SAAS,CAAC,KAAK,KAAK,CAAC;YAC/D,CAAC;YAED,MAAM,cAAc,GAAG,KAAK,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,6BAA6B,KAAK,CAAC,eAAe,OAAO,OAAO,EAAE,CAAC;YAE9G,OAAO;gBACL,OAAO,EAAE,IAAI;gBACb,SAAS,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI;gBAC/B,eAAe,EAAE,cAAc;gBAC/B,IAAI;gBACJ,OAAO;gBACP,MAAM,EAAE,KAAK,CAAC,MAAM,IAAI,KAAK;gBAC7B,QAAQ,EAAE;oBACR,KAAK,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI,KAAK,QAAQ,CAAC,CAAC,CAAC,KAAK,CAAC,SAAS,CAAC,KAAK,CAAC,CAAC,CAAC,SAAS;oBAC5E,IAAI,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI,KAAK,OAAO,CAAC,CAAC,CAAC,KAAK,CAAC,SAAS,CAAC,IAAI,CAAC,CAAC,CAAC,SAAS;oBACzE,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC;iBAC7C;aACF,CAAC;QACJ,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,0BAA0B,EAAE,EAAE,aAAa,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI,EAAE,EAAE,KAAc,CAAC,CAAC;YAElG,OAAO;gBACL,OAAO,EAAE,KAAK;gBACd,KAAK,EAAG,KAAe,CAAC,OAAO;gBAC/B,SAAS,EAAE,KAAK,CAAC,SAAS,CAAC,IAAI;gBAC/B,eAAe,EAAE,KAAK,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,gCAAiC,KAAe,CAAC,OAAO,EAAE;gBAC/F,IAAI,EAAE,IAAI;gBACV,OAAO,EAAE,aAAa;gBACtB,MAAM,EAAE,KAAK,CAAC,MAAM,IAAI,KAAK;aAC9B,CAAC;QACJ,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/core/search.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"search.d.ts","sourceRoot":"","sources":["../../../src/tools/core/search.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,sBAAsB,CAAC;AAKpD,eAAO,MAAM,aAAa,EAAE,OA4B3B,CAAC"}
+{"version":3,"file":"search.d.ts","sourceRoot":"","sources":["../../../src/tools/core/search.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,KAAK,EAAE,OAAO,EAAE,MAAM,sBAAsB,CAAC;AAKpD,eAAO,MAAM,aAAa,EAAE,OAuD3B,CAAC"}

package/dist/tools/core/search.js

@@ -7,7 +7,34 @@ import { searchZudelloResources } from "../../services/zudello/resources.js";
 import { logger } from "../../utils/logger.js";
 export const zudelloSearch = {
     name: "zudelloSearch",
-    description: "Search and filter Zudello resources with comprehensive query capabilities. Supports filters, full-text search, sorting, pagination, and aggregations.",
+    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: {

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

@@ -1 +1 @@
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package/dist/tools/document-context/check-contract-pricing.d.ts.map

@@ -1 +1 @@
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+{"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

@@ -2,7 +2,50 @@ import { logger } from "../../utils/logger.js";
 import { checkZudelloContractPricing } from "../../services/zudello/index.js";
 export const zudelloCheckContractPricing = {
     name: "zudelloCheckContractPricing",
-    description: "Check contract pricing compliance for document line items.",
+    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 {

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

@@ -1 +1 @@
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package/dist/tools/document-context/check-document-budgets.d.ts.map

@@ -1 +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;;;;;;;;;;;;;;;;;;;;;;;;qBAIf,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"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

@@ -2,7 +2,40 @@ import { logger } from "../../utils/logger.js";
 import { checkZudelloDocumentBudgets } from "../../services/zudello/index.js";
 export const zudelloCheckDocumentBudgets = {
     name: "zudelloCheckDocumentBudgets",
-    description: "Check budget availability for document line items. Validates against configured budgets.",
+    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 {

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

@@ -1 +1 @@
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package/dist/tools/documents/document-types/create-document-type.d.ts.map

@@ -1 +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;;;;;;;qBAIb,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"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

@@ -2,7 +2,30 @@ import { logger } from "../../../utils/logger.js";
 import { createZudelloDocumentType } from "../../../services/zudello/index.js";
 export const zudelloCreateDocumentType = {
     name: "zudelloCreateDocumentType",
-    description: "Create a new document type",
+    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 {

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

@@ -1 +1 @@
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+{"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.map

@@ -1 +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;;;;;;;;;;;;qBAIV,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"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

@@ -2,7 +2,17 @@ import { logger } from "../../../utils/logger.js";
 import { getZudelloDocumentType } from "../../../services/zudello/index.js";
 export const zudelloGetDocumentType = {
     name: "zudelloGetDocumentType",
-    description: "Get details for a specific document type",
+    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 {

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

@@ -1 +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,0CAA0C;IACvD,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"}
+{"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.map

@@ -1 +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;;;;;;;;;;;;qBAIhB,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"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

@@ -2,7 +2,19 @@ import { logger } from "../../../utils/logger.js";
 import { getZudelloMergedFormMetadata } from "../../../services/zudello/index.js";
 export const zudelloGetMergedFormMetadata = {
     name: "zudelloGetMergedFormMetadata",
-    description: "Get merged form metadata for a document type",
+    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 {

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

@@ -1 +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,8CAA8C;IAC3D,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"}
+{"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/list-document-types.d.ts.map

@@ -1 +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;;;;;;;qBAIZ,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}
+{"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

@@ -2,7 +2,20 @@ import { logger } from "../../../utils/logger.js";
 import { listZudelloDocumentTypes } from "../../../services/zudello/index.js";
 export const zudelloListDocumentTypes = {
     name: "zudelloListDocumentTypes",
-    description: "List all document types",
+    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 {

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

@@ -1 +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,yBAAyB;IACtC,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"}
+{"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.map

@@ -1 +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;;;;;;;;;;;;qBAIb,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"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"}

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

@@ -2,7 +2,38 @@ import { logger } from "../../../utils/logger.js";
 import { updateZudelloDocumentType } from "../../../services/zudello/index.js";
 export const zudelloUpdateDocumentType = {
     name: "zudelloUpdateDocumentType",
-    description: "Update an existing document type",
+    description: `Update an existing document type in Zudello.
+
+IMPORTANT: Always use zudelloGetDocumentType first to retrieve the current configuration, then modify only what you need while preserving ALL other fields.
+
+## Workflow
+1. Get current document type: zudelloGetDocumentType(uuid)
+2. Copy the entire payload from the response
+3. Modify only the specific fields/sections/extensions you need to change
+4. Call this tool with the complete modified payload
+
+## Settings Structure
+The settings object contains:
+- fields[]: Field definitions with path, label, editor, section, visible, editable, validations
+- sections[]: Section definitions with key, label, order, visible, collapse, expandable
+- extensions[]: Active extensions with name and optional params
+- statuses: { create: "REVIEW", revert: "READY" } - status on create/revert
+- toolbar: Toolbar configuration (usually empty: {})
+
+## Field Definition Keys
+- path: Field path (e.g., "document_number", "lines.description")
+- label: Display label
+- editor: { type: "TEXT"|"NUMERIC"|"DATE"|"DD_SINGLE"|"BOOLEAN", ... }
+- section: { key: "HEADER"|"CONTACT"|"LINES", cols: 4, order: 0 }
+- visible/editable: Boolean flags
+- validations: [{ key: "required", level: "error", params: {} }]
+- renderer: { width: 100, break: { after: true }, align: "right" }
+
+## Section Definition Keys
+- key: Unique identifier (HEADER, CONTACT, ADDRESS_DELIVERY, LINES, TOTALS)
+- label: Display label
+- order: Display order (0 = first)
+- visible/collapse/expandable/editable/system: Boolean flags`,
     inputSchema: { type: "object", properties: { uuid: { type: "string" } }, required: ["uuid"] },
     execute: async (input, authContext) => {
         try {

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

@@ -1 +1 @@
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+{"version":3,"file":"update-document-type.js","sourceRoot":"","sources":["../../../../src/tools/documents/document-types/update-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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6DA+B8C;IAC3D,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,yBAAyB,CAAC,WAAW,EAAE,KAAK,CAAC,IAAI,EAAE,KAAK,EAAE,EAAE,CAAC,CAAC;YACrF,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/export-templates/create-export-template.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"create-export-template.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/create-export-template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,2BAA2B;;;;;;;qBAIf,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}
+{"version":3,"file":"create-export-template.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/create-export-template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,2BAA2B;;;;;;;qBAsCf,GAAG,eAAe,WAAW;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/export-templates/create-export-template.js

@@ -2,7 +2,41 @@ import { logger } from "../../../utils/logger.js";
 import { createZudelloExportTemplate } from "../../../services/zudello/index.js";
 export const zudelloCreateExportTemplate = {
     name: "zudelloCreateExportTemplate",
-    description: "Create a new export template",
+    description: `Create a new export template in Zudello.
+
+**IMPORTANT - Field Discovery:**
+Before creating a template, call zudelloGetFieldMetadata with:
+- modelName: The model (e.g., "Transaction", "Item")
+- section: "filters"
+- module: The target module (e.g., "PURCHASING")
+- submodule: The target submodule (e.g., "INVOICE")
+
+Use the 'path' values from the response for selected_fields.
+
+**Export Types:**
+- "csv": Structured data export with selected fields
+- "originals": Export original file attachments
+
+**Model Names by Module:**
+- PURCHASING/SALES/EXPENSES/LEDGER: Transaction
+- INVENTORY/CATALOGUE: Item
+- DIMENSIONS/ACCOUNT: Account
+- DIMENSIONS/LOCATION: Location
+- DIMENSIONS/COST_CENTRE: CostCentre
+- DIMENSIONS/PROJECT: Project
+- RELATIONSHIPS/SUPPLIER: Supplier
+- RELATIONSHIPS/CUSTOMER: Customer
+- BUDGETS/BUDGET: Budget
+
+**Filter Operators:**
+- exact: Exact match (status: "COMPLETE")
+- !exact: Not equal (status: !"DELETED")
+- in: Value in list (status__in: ["REVIEW", "APPROVAL"])
+- range: Between values (date_issued__range: ["2025-01-01", "2025-12-31"])
+- gt/lt/gte/lte: Numeric/date comparisons
+- icontains: Case-insensitive substring match
+- isnull: Null check (value: true/false)
+- date_on: Exact date match`,
     inputSchema: { type: "object", properties: {} },
     execute: async (input, authContext) => {
         try {

package/dist/tools/documents/export-templates/create-export-template.js.map

@@ -1 +1 @@
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+{"version":3,"file":"create-export-template.js","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/create-export-template.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,2BAA2B,EAAE,MAAM,oCAAoC,CAAC;AAGjF,MAAM,CAAC,MAAM,2BAA2B,GAAG;IACzC,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;4BAkCa;IAC1B,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,2BAA2B,CAAC,WAAW,EAAE,KAAK,CAAC,CAAC;YACvE,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,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/documents/export-templates/get-export-download-url.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-export-download-url.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-download-url.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,2BAA2B;;;;;;;;;;;;qBAIf,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}
+{"version":3,"file":"get-export-download-url.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-download-url.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,2BAA2B;;;;;;;;;;;;qBASf,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}

package/dist/tools/documents/export-templates/get-export-download-url.js

@@ -2,7 +2,12 @@ import { logger } from "../../../utils/logger.js";
 import { getZudelloExportDownloadUrl } from "../../../services/zudello/index.js";
 export const zudelloGetExportDownloadUrl = {
     name: "zudelloGetExportDownloadUrl",
-    description: "Get download URL for a completed export",
+    description: `Get the download URL for a completed export.
+
+Returns a presigned S3 URL that can be used to download the export file.
+The URL is temporary and will expire after a period of time.
+
+Use zudelloListExports first to get the export UUID.`,
     inputSchema: { type: "object", properties: { exportUuid: { type: "string" } }, required: ["exportUuid"] },
     execute: async (input, authContext) => {
         try {

package/dist/tools/documents/export-templates/get-export-download-url.js.map

@@ -1 +1 @@
-{"version":3,"file":"get-export-download-url.js","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-download-url.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,2BAA2B,EAAE,MAAM,oCAAoC,CAAC;AAGjF,MAAM,CAAC,MAAM,2BAA2B,GAAG;IACzC,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE,yCAAyC;IACtD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,YAAY,CAAC,EAAE;IAClH,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,2BAA2B,CAAC,WAAW,EAAE,KAAK,CAAC,UAAU,CAAC,CAAC;YAClF,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,GAAG,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QAC/C,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"}
+{"version":3,"file":"get-export-download-url.js","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-download-url.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,MAAM,EAAE,MAAM,0BAA0B,CAAC;AAClD,OAAO,EAAE,2BAA2B,EAAE,MAAM,oCAAoC,CAAC;AAGjF,MAAM,CAAC,MAAM,2BAA2B,GAAG;IACzC,IAAI,EAAE,6BAA6B;IACnC,WAAW,EAAE;;;;;qDAKsC;IACnD,WAAW,EAAE,EAAE,IAAI,EAAE,QAAiB,EAAE,UAAU,EAAE,EAAE,UAAU,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,EAAE,EAAE,QAAQ,EAAE,CAAC,YAAY,CAAC,EAAE;IAClH,OAAO,EAAE,KAAK,EAAE,KAAU,EAAE,WAAwB,EAAE,EAAE;QACtD,IAAI,CAAC;YACH,MAAM,QAAQ,GAAG,MAAM,2BAA2B,CAAC,WAAW,EAAE,KAAK,CAAC,UAAU,CAAC,CAAC;YAClF,OAAO,EAAE,OAAO,EAAE,IAAI,EAAE,GAAG,EAAE,QAAQ,CAAC,IAAI,EAAE,CAAC;QAC/C,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/documents/export-templates/get-export-template.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-export-template.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,wBAAwB;;;;;;;;;;;;;qBAYZ;QAAE,IAAI,EAAE,MAAM,CAAA;KAAE,eAAe,WAAW;;;;;;;;;CAkBlE,CAAC"}
+{"version":3,"file":"get-export-template.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-template.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,wBAAwB;;;;;;;;;;;;;qBAaZ;QAAE,IAAI,EAAE,MAAM,CAAA;KAAE,eAAe,WAAW;;;;;;;;;CAkBlE,CAAC"}

package/dist/tools/documents/export-templates/get-export-template.js

@@ -2,9 +2,10 @@ import { logger } from "../../../utils/logger.js";
 import { getZudelloExportTemplate } from "../../../services/zudello/index.js";
 export const zudelloGetExportTemplate = {
     name: "zudelloGetExportTemplate",
-    description: `Get details for a specific export template.
+    description: `Get details of a specific export template by its UUID.
 
-Returns complete export template configuration.`,
+Returns the full template configuration including fields, filters, and module/submodule scope.
+Use zudelloListExportTemplates first to find the UUID.`,
     inputSchema: {
         type: "object",
         properties: {

package/dist/tools/documents/export-templates/get-export-template.js.map

@@ -1 +1 @@
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+{"version":3,"file":"get-export-template.js","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/get-export-template.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;;;uDAGwC;IACrD,WAAW,EAAE;QACX,IAAI,EAAE,QAAiB;QACvB,UAAU,EAAE;YACV,IAAI,EAAE,EAAE,IAAI,EAAE,QAAQ,EAAE,WAAW,EAAE,6BAA6B,EAAE;SACrE;QACD,QAAQ,EAAE,CAAC,MAAM,CAAC;KACnB;IACD,OAAO,EAAE,KAAK,EAAE,KAAuB,EAAE,WAAwB,EAAE,EAAE;QACnE,IAAI,CAAC;YACH,MAAM,CAAC,KAAK,CAAC,mCAAmC,EAAE,KAAK,CAAC,CAAC;YACzD,MAAM,QAAQ,GAAG,MAAM,wBAAwB,CAAC,WAAW,EAAE,KAAK,CAAC,IAAI,CAAC,CAAC;YAEzE,IAAI,CAAC,QAAQ,CAAC,OAAO,EAAE,CAAC;gBACtB,MAAM,IAAI,KAAK,CAAC,QAAQ,CAAC,KAAK,IAAI,+BAA+B,CAAC,CAAC;YACrE,CAAC;YAED,OAAO;gBACL,OAAO,EAAE,IAAI;gBACb,QAAQ,EAAE,QAAQ,CAAC,IAAI;aACxB,CAAC;QACJ,CAAC;QAAC,OAAO,KAAK,EAAE,CAAC;YACf,MAAM,CAAC,KAAK,CAAC,gCAAgC,EAAE,KAAK,EAAE,KAAc,CAAC,CAAC;YACtE,OAAO,EAAE,OAAO,EAAE,KAAK,EAAE,KAAK,EAAG,KAAe,CAAC,OAAO,EAAE,CAAC;QAC7D,CAAC;IACH,CAAC;CACF,CAAC"}

package/dist/tools/documents/export-templates/list-export-templates.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"list-export-templates.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/list-export-templates.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,0BAA0B;;;;;;;qBASd,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,eAAe,WAAW;;;;;;;;;;;CAmBzE,CAAC"}
+{"version":3,"file":"list-export-templates.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/list-export-templates.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,0BAA0B;;;;;;;qBAmBd,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,eAAe,WAAW;;;;;;;;;;;CAmBzE,CAAC"}

package/dist/tools/documents/export-templates/list-export-templates.js

@@ -2,9 +2,19 @@ import { logger } from "../../../utils/logger.js";
 import { listZudelloExportTemplates } from "../../../services/zudello/index.js";
 export const zudelloListExportTemplates = {
     name: "zudelloListExportTemplates",
-    description: `List all export templates.
+    description: `List all export templates in Zudello.
 
-Returns export template definitions including names, formats, and configuration.`,
+Export templates define reusable CSV export configurations for any module/submodule combination.
+
+Each template includes:
+- name: Display name for the template
+- module/submodule: Document type scope (e.g., PURCHASING/INVOICE)
+- model_name: Data model (Transaction, Item, Account, etc.)
+- export_type: "csv" for data export, "originals" for file attachments
+- selected_fields: Fields to include in export (use dot notation for related fields)
+- raw_filter: Optional filters to apply during export
+
+Use this to discover existing templates before creating new ones.`,
     inputSchema: {
         type: "object",
         properties: {},

package/dist/tools/documents/export-templates/list-export-templates.js.map

@@ -1 +1 @@
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package/dist/tools/documents/export-templates/list-exports.d.ts.map

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

package/dist/tools/documents/export-templates/list-exports.js

@@ -2,7 +2,12 @@ import { logger } from "../../../utils/logger.js";
 import { listZudelloExports } from "../../../services/zudello/index.js";
 export const zudelloListExports = {
     name: "zudelloListExports",
-    description: "List all exports",
+    description: `List data exports that have been run.
+
+Returns recent exports with their status, template name, and download information.
+Use this after running an export to find its UUID, then call zudelloGetExportDownloadUrl.
+
+Results are ordered by creation date (newest first).`,
     inputSchema: { type: "object", properties: {} },
     execute: async (input, authContext) => {
         try {

package/dist/tools/documents/export-templates/list-exports.js.map

@@ -1 +1 @@
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package/dist/tools/documents/export-templates/run-export.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"run-export.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/run-export.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,gBAAgB;;;;;;;;;;;;qBAIJ,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}
+{"version":3,"file":"run-export.d.ts","sourceRoot":"","sources":["../../../../src/tools/documents/export-templates/run-export.ts"],"names":[],"mappings":"AAEA,OAAO,KAAK,EAAE,WAAW,EAAE,MAAM,0BAA0B,CAAC;AAE5D,eAAO,MAAM,gBAAgB;;;;;;;;;;;;qBAuBJ,GAAG,eAAe,WAAW;;;;;;;;;;;CASrD,CAAC"}