beeswax-mcp 0.1.0 → 0.2.0

package/README.md

@@ -3,7 +3,8 @@
 The official [Model Context Protocol](https://modelcontextprotocol.io) server for
 [Beeswax](https://www.beeswaxapp.com) — projects, tasks, time tracking and accounting
 for creative businesses. It lets Claude and other MCP clients query your invoices,
-quotes, expenses, payments, journals, time entries, milestones and tax returns.
+quotes, expenses, payments, journals, time entries, milestones, products & services
+and tax returns.
 
 It is **read-mostly**: writes are limited to manual journals and tax-return fields,
 and each write is gated behind its own token scope — everything else is strictly
@@ -51,7 +52,7 @@ account.
 **Grant only the scopes you need.** Tick individual read scopes
 (`invoices:read`, `payments:read`, `transactions:read`, `journal_entries:read`,
 `tax_returns:read`, `events:read`, `milestones:read`, `projects:read`,
-`time_entries:read`, …) rather than `all` — `all` grants read **and** write. Add
+`time_entries:read`, `transaction_templates:read`, …) rather than `all` — `all` grants read **and** write. Add
 `journal_entries:write` / `tax_returns:write` only if the agent should be able to
 use the write tools.
 
@@ -79,6 +80,7 @@ longer use from the same settings page.
 | `list_events`, `get_event` | `/events` (visibility-filtered) |
 | `list_milestones`, `get_milestone` | `/milestones` |
 | `get_project` | `/active_account/projects/:id` |
+| `list_products_services`, `get_product_service` | `/transaction_templates` |
 | `list_manual_journals`, `get_manual_journal`, `create_manual_journal` (write), `finalise_manual_journal` (write) | `/raw_journal_entries` |
 | `list_tax_returns`, `get_tax_return`, `get_tax_return_field_transactions`, `list_tax_return_findings`, `update_tax_return_field` (write), `confirm_tax_return_section` (write) | `/tax_returns` |
 
@@ -95,6 +97,10 @@ longer use from the same settings page.
   fetches. `outstanding: true` is the looser "not paid/draft, any due date" set.
 - **Dates.** `from` / `to` accept ISO (`2026-01-01`) or loose strings
   (`Jan 1 2026`); they are normalized to `YYYY-MM-DD` before being sent.
+- **Products & services.** Beeswax stores the catalogue as *transaction
+  templates*; the tools filter with `kind: "product"` / `"service"` and need the
+  `transaction_templates:read` scope. Internal system templates are excluded
+  unless `system: "true"`.
 - **Manual journals.** Balanced double-entry enforced by the API (≥ 2 lines, one of
   debit/credit per line, debits = credits). Created finalised by default; pass
   `status: "draft"` and use `finalise_manual_journal` for a review step. Needs

package/dist/index.js

@@ -14,7 +14,7 @@ if (!token) {
 }
 const client = new BeeswaxClient(baseUrl, token);
 const toolsByName = new Map(TOOLS.map((tool) => [tool.name, tool]));
-const server = new Server({ name: "beeswax-mcp", version: "0.1.0" }, { capabilities: { tools: {} } });
+const server = new Server({ name: "beeswax-mcp", version: "0.2.0" }, { capabilities: { tools: {} } });
 server.setRequestHandler(ListToolsRequestSchema, async () => ({
     tools: TOOLS.map(({ name, description, inputSchema }) => ({ name, description, inputSchema })),
 }));

package/dist/tools.js

@@ -16,6 +16,8 @@ const DATE_PROPS = {
 const ACCOUNTING_LIST_PROPS = {
     state: { type: "string", description: "Filter by state (draft, finalised, pdf_sent, partial_paid, paid, …)." },
     project_id: { type: "integer", description: "Filter to a single project." },
+    company_id: { type: "integer", description: "Filter to a single client/supplier company by id." },
+    company: { type: "string", description: "Filter by client/supplier company name (case-insensitive substring match)." },
     ...DATE_PROPS,
 };
 // Only the payable types (invoices / expenses) carry a due date, so the
@@ -44,6 +46,8 @@ function accountingTools(resource, singular, label, listName, opts = {}) {
             handler: (client, args) => client.fetchAll(`/${resource}`, resource, {
                 state: args.state,
                 project_id: args.project_id,
+                company_id: args.company_id,
+                company: args.company,
                 from: normalizeDate(args.from),
                 to: normalizeDate(args.to),
                 ...(payable ? { overdue: args.overdue, outstanding: args.outstanding } : {}),
@@ -156,6 +160,40 @@ export const TOOLS = [
         inputSchema: { type: "object", properties: { id: { type: "integer" } }, required: ["id"] },
         handler: (client, args) => client.getOne(`/active_account/projects/${args.id}`, "project"),
     },
+    // ── Products & services catalogue (transaction templates) ──────────────
+    {
+        name: "list_products_services",
+        description: "List the account's products & services catalogue (stored as 'transaction templates'): everything the business sells or buys as a line item — products and services/activities with their unit, sell/buy prices, linked income/expense accounts and taxes. Use this whenever the user asks about products, services, price lists, rates or catalogue items.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                kind: {
+                    type: "string",
+                    enum: ["product", "service"],
+                    description: "Only products, or only services/activities. Omit for both.",
+                },
+                active: { type: "boolean", description: "Filter by active flag (false = archived items)." },
+                query: { type: "string", description: "Case-insensitive substring match on title or description." },
+                system: {
+                    type: "string",
+                    enum: ["true", "false"],
+                    description: "true = only internal system templates; false or omitted = only user-created catalogue items.",
+                },
+            },
+        },
+        handler: (client, args) => client.fetchAll("/transaction_templates", "transaction_templates", {
+            kind: args.kind,
+            active: args.active,
+            query: args.query,
+            system: args.system,
+        }),
+    },
+    {
+        name: "get_product_service",
+        description: "Get a single product or service (transaction template) by id, with its unit, sell/buy prices, item category, linked accounts and taxes.",
+        inputSchema: { type: "object", properties: { id: { type: "integer" } }, required: ["id"] },
+        handler: (client, args) => client.getOne(`/transaction_templates/${args.id}`, "transaction_template"),
+    },
     // ── Tax returns (Australian company / sole-trader) ──────────────────
     {
         name: "list_tax_returns",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "beeswax-mcp",
-  "version": "0.1.0",
+  "version": "0.2.0",
   "description": "Official MCP server for Beeswax (beeswaxapp.com) — query invoices, quotes, expenses, payments, journals, time entries, projects and tax returns from Claude and other MCP clients.",
   "license": "MIT",
   "homepage": "https://www.beeswaxapp.com/support/mcp-setup",
@@ -29,6 +29,7 @@
   },
   "scripts": {
     "build": "tsc",
+    "build:mcpb": "bash scripts/build-mcpb.sh",
     "start": "node dist/index.js",
     "dev": "tsc --watch",
     "prepublishOnly": "npm run build"