beeswax-mcp 1.7.0 → 2.0.0

package/README.md

@@ -150,7 +150,7 @@ reports the same on demand.
 | `list_themes`, `get_theme_spec`, `get_theme`, `upsert_theme` (write), `validate_theme` (write), `preview_theme`, `activate_theme` (write), `delete_theme` (write) | `/themes` (custom document themes, THEME_SPEC v1) |
 | `list_products_services`, `get_product_service`, `create_product_service` (write), `update_product_service` (write), `delete_product_service` (write) | `/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` |
+| `list_tax_returns`, `get_tax_return`, `get_tax_return_field_transactions`, `compare_tax_returns`, `tax_return_preflight_check`, `list_tax_return_field_notes`, `get_tax_return_conversation`, `create_tax_return` (write), `repopulate_tax_return` (write), `update_tax_return_field` (write), `add_tax_return_field_note` (write), `edit_tax_return_field_note` (write), `post_tax_return_message` (write), `confirm_tax_return_section` / `unconfirm_tax_return_section` (write), `finalise_tax_return` / `unfinalise_tax_return` (write) | `/tax_returns` — the assistant is the reviewer: it reads the figures and the transactions behind them and records its reasoning as field notes and discussion messages |
 
 ### Notes
 

package/dist/tools.js

@@ -1019,7 +1019,7 @@ export const TOOLS = [
     // ── Tax returns (Australian company / sole-trader) ──────────────────
     {
         name: "list_tax_returns",
-        description: "List the account's tax returns (most recent financial year first) with status, completion %, and pending-findings count. Australian accounts only.",
+        description: "List the account's tax returns (most recent financial year first) with status and completion %. Australian accounts only.",
         inputSchema: { type: "object", properties: {} },
         handler: (client) => client.getList("/tax_returns", "tax_returns"),
     },
@@ -1047,22 +1047,9 @@ export const TOOLS = [
         },
         handler: (client, args) => client.getOne(`/tax_returns/${args.id}/sections/${args.section_key}/fields/${args.field_key}/transactions`, ""),
     },
-    {
-        name: "list_tax_return_findings",
-        description: "List the AI review findings for a tax return. Optionally filter by status (pending, accepted, rejected, deferred, stale).",
-        inputSchema: {
-            type: "object",
-            properties: {
-                id: { type: "integer", description: "Tax return id." },
-                status: { type: "string", description: "Optional status filter." },
-            },
-            required: ["id"],
-        },
-        handler: (client, args) => client.getList(`/tax_returns/${args.id}/findings`, "findings", { status: args.status }),
-    },
     {
         name: "update_tax_return_field",
-        description: "Set a manual override on one tax-return field — the same as a person editing it in the web form. Recomputes the totals and marks any now-stale AI findings. Pass an empty value to clear an override and revert to the auto-filled figure. Fails on calculated/read-only fields and on finalised or lodged returns. Requires a token with the tax_returns:write scope.",
+        description: "Set a manual override on one tax-return field — the same as a person editing it in the web form. Recomputes the totals. Pass an empty value to clear an override and revert to the auto-filled figure. Fails on calculated/read-only fields and on finalised or lodged returns. Requires a token with the tax_returns:write scope.",
         inputSchema: {
             type: "object",
             properties: {
@@ -1146,32 +1133,6 @@ export const TOOLS = [
         },
         handler: (client, args) => client.mutate("POST", `/tax_returns/${args.id}/repopulate`, {}),
     },
-    {
-        name: "request_tax_return_ai_review",
-        description: "Start an AI review of the tax return. The review runs in the background — poll get_tax_return (latest_review) or list_tax_return_findings to see the outcome. Requires a token with the tax_returns:write scope.",
-        inputSchema: {
-            type: "object",
-            properties: { id: { type: "integer", description: "Tax return id." } },
-            required: ["id"],
-        },
-        handler: (client, args) => client.mutate("POST", `/tax_returns/${args.id}/review`, {}),
-    },
-    {
-        name: "resolve_tax_return_finding",
-        description: "Resolve one pending AI review finding: accept (applies the suggested value to the field), reject, or defer. Every pending finding in a section must be resolved before that section can be confirmed. Requires a token with the tax_returns:write scope.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                id: { type: "integer", description: "Tax return id." },
-                finding_id: { type: "integer", description: "Finding id (from list_tax_return_findings)." },
-                resolution: { type: "string", enum: ["accept", "reject", "defer"], description: "How to resolve the finding." },
-            },
-            required: ["id", "finding_id", "resolution"],
-        },
-        handler: (client, args) => client.mutate("POST", `/tax_returns/${args.id}/findings/${args.finding_id}/resolve`, {
-            resolution: args.resolution,
-        }),
-    },
     {
         name: "finalise_tax_return",
         description: "Finalise a tax return once every section is confirmed. A finalised return is locked against edits (use unfinalise_tax_return to unlock it). This does NOT lodge the return with the ATO. Requires a token with the tax_returns:write scope.",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "beeswax-mcp",
-  "version": "1.7.0",
+  "version": "2.0.0",
   "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",