beeswax-mcp 1.4.0 → 1.5.0

package/README.md

@@ -141,6 +141,7 @@ reports the same on demand.
 | `list_milestones`, `get_milestone` | `/milestones` |
 | `list_projects`, `get_project` | `/active_account/projects` |
 | `list_transaction_accounts` | `/active_account/transaction_accounts` |
+| `list_account_transactions` | `/active_account/transaction_accounts/:id/transactions?from=&to=` — one account's posted ledger for a period with opening/running/closing balances (the reconciliation query) |
 | `list_taxes` | `/active_account/taxes` |
 | `list_companies` | `/active_account/companies` |
 | `list_task_files`, `list_task_file_versions` | `/tasks/:id/files` (+ per-file version history) |

package/dist/client.js

@@ -84,6 +84,28 @@ export class BeeswaxClient {
             transactions: body?.transactions ?? [],
         };
     }
+    // Paginated list whose envelope matters (balances, totals): walks every
+    // page, merges the array under rootKey, and keeps the first page's other
+    // top-level fields (minus meta).
+    async fetchAllWithEnvelope(path, rootKey, params = {}) {
+        const perPage = 100;
+        let page = 1;
+        let totalPages = 1;
+        let envelope = null;
+        const all = [];
+        do {
+            const body = await this.request(path, { ...params, page, per_page: perPage });
+            if (!envelope) {
+                envelope = { ...body };
+                delete envelope[rootKey];
+                delete envelope.meta;
+            }
+            all.push(...(body?.[rootKey] ?? []));
+            totalPages = Number(body?.meta?.total_pages ?? 1) || 1;
+            page += 1;
+        } while (page <= totalPages && all.length < 20000);
+        return { ...(envelope ?? {}), [rootKey]: all };
+    }
     // Paginated list — walks every page (via meta.total_pages) and returns the
     // merged array. Capped defensively so a malformed meta can't loop forever.
     async fetchAll(path, rootKey, params = {}) {

package/dist/tools.js

@@ -1291,6 +1291,26 @@ export const TOOLS = [
             bank: args.bank,
         }),
     },
+    {
+        name: "list_account_transactions",
+        description: "The ledger for ONE transaction account over a period — the reconciliation query. Returns every POSTED posting to the account between from and to (inclusive, by document date), oldest first, with the opening balance at `from`, a running balance on each line, the period's debit and credit totals and the closing balance. " +
+            "Drafts, payroll templates, quotes and voided entries never appear, so these figures can be compared directly with a trial balance or a tax-return field. " +
+            "Balances follow the account's classification: asset/expense accounts grow with debits, income/loan/equity accounts with credits. Accrual basis only. " +
+            "Use list_transaction_accounts to find the account id. Requires transaction_accounts:read AND transactions:read.",
+        inputSchema: {
+            type: "object",
+            properties: {
+                transaction_account_id: { type: "integer" },
+                from: { type: "string", description: "Start date (inclusive), e.g. '2025-07-01'. Omit for the beginning of time." },
+                to: { type: "string", description: "End date (inclusive), e.g. '2026-06-30'." },
+            },
+            required: ["transaction_account_id"],
+        },
+        handler: (client, args) => client.fetchAllWithEnvelope(`/active_account/transaction_accounts/${args.transaction_account_id}/transactions`, "transactions", {
+            from: normalizeDate(args.from),
+            to: normalizeDate(args.to),
+        }),
+    },
     {
         name: "list_taxes",
         description: "List the account's tax codes — the ids `sell_tax_id` / `buy_tax_id` on a product, and a document line's tax, have to point at. " +

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "beeswax-mcp",
-  "version": "1.4.0",
+  "version": "1.5.0",
   "description": "Official MCP server for Beeswax (beeswaxapp.com) — query invoices, quotes, expenses, payments, journals, time entries, projects, products & services and tax returns from Claude and other MCP clients, and build quotes priced from your catalogue.",
   "license": "MIT",
   "homepage": "https://www.beeswaxapp.com/support/mcp-setup",