honeybook-mcp 0.1.7 → 0.1.9

package/.claude-plugin/marketplace.json

@@ -7,7 +7,7 @@
   },
   "metadata": {
     "description": "HoneyBook client-portal tools for Claude Code",
-    "version": "0.1.7"
+    "version": "0.1.9"
   },
   "plugins": [
     {
@@ -15,7 +15,7 @@
       "displayName": "HoneyBook",
       "source": "./",
       "description": "HoneyBook client-portal MCP for Claude — view wedding-vendor contracts and invoices via MCP",
-      "version": "0.1.7",
+      "version": "0.1.9",
       "author": {
         "name": "Chris Chall"
       },

package/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "honeybook",
   "displayName": "HoneyBook",
-  "version": "0.1.7",
+  "version": "0.1.9",
   "description": "HoneyBook client-portal MCP for Claude — view wedding-vendor contracts and invoices via MCP",
   "author": {
     "name": "Chris Chall",

package/dist/bundle.js

@@ -21406,6 +21406,149 @@ function pruneWorkspaceFile(file) {
   }
   return pruned;
 }
+var WORKSPACE_FILE_SECTIONS = [
+  "summary",
+  "pricing",
+  "agreement",
+  "payments",
+  "all",
+  "raw"
+];
+function getObj(o, key) {
+  const v = o?.[key];
+  return v && typeof v === "object" ? v : void 0;
+}
+function getArr(o, key) {
+  const v = o?.[key];
+  return Array.isArray(v) ? v : [];
+}
+function getStr(o, key) {
+  const v = o?.[key];
+  return typeof v === "string" ? v : void 0;
+}
+function getNum(o, key) {
+  const v = o?.[key];
+  return typeof v === "number" ? v : void 0;
+}
+function buildSummary(file) {
+  const vp = getObj(file, "vendor_proposal") ?? {};
+  const payments = getArr(getObj(file, "payments_container"), "payments");
+  const paymentsTotal = payments.reduce((s, p) => s + (getNum(p, "amount") ?? 0), 0);
+  const paymentsPaid = payments.filter((p) => p.is_paid === true).reduce((s, p) => s + (getNum(p, "amount") ?? 0), 0);
+  const owner = getObj(file, "owner");
+  const company = getObj(file, "company");
+  const event = getObj(file, "event");
+  const agreement = getObj(file, "agreement");
+  const packages = getArr(vp, "vendor_packages").map((p) => ({
+    title: getStr(p, "title"),
+    description: (getStr(p, "description") ?? "").slice(0, 400),
+    price: getNum(p, "total_price") ?? getNum(p, "sub_total"),
+    quantity: getNum(p, "quantity")
+  }));
+  const services = getArr(vp, "service_items").map((s) => ({
+    title: getStr(s, "title"),
+    description: (getStr(s, "description") ?? "").slice(0, 400),
+    price: getNum(s, "total_price") ?? getNum(s, "sub_total"),
+    quantity: getNum(s, "quantity")
+  }));
+  return {
+    _id: file._id,
+    file_title: file.file_title,
+    file_type: file.file_type,
+    status: file.status,
+    status_name: file.status_name,
+    status_type: file.status_type,
+    sent_on: file.sent_on,
+    created_at: file.created_at,
+    auto_expiration: file.auto_expiration,
+    is_file_accepted: file.is_file_accepted,
+    is_booked_version: file.is_booked_version,
+    is_canceled: file.is_canceled,
+    has_pending_payment: file.has_pending_payment,
+    currency: file.currency,
+    workspace: {
+      name: getStr(file, "workspace_name"),
+      status_type: getStr(file, "workspace_status_type"),
+      status_name: getStr(file, "workspace_status_name"),
+      active_state: getStr(file, "workspace_active_state")
+    },
+    vendor: {
+      company_name: getStr(company, "company_name"),
+      owner_name: [getStr(owner, "first_name"), getStr(owner, "last_name")].filter(Boolean).join(" "),
+      owner_email: getStr(owner, "email"),
+      owner_phone: getStr(owner, "phone_number")
+    },
+    event: event ? {
+      _id: event._id,
+      date: getStr(event, "event_date"),
+      type: getStr(event, "type"),
+      couple_names: getStr(event, "couple_names")
+    } : null,
+    pricing: {
+      sub_total: getNum(vp, "sub_total"),
+      total_price: getNum(vp, "total_price"),
+      discount: getNum(vp, "discount") ? { value: getNum(vp, "discount"), type: getStr(vp, "discount_type") } : null,
+      tax: getNum(vp, "tax") ? { value: getNum(vp, "tax"), type: getStr(vp, "tax_type") } : null,
+      svc: getNum(vp, "svc") ? { value: getNum(vp, "svc"), type: getStr(vp, "svc_type") } : null,
+      total_tax: getNum(vp, "total_tax"),
+      total_svc: getNum(vp, "total_svc"),
+      packages,
+      services
+    },
+    payments: {
+      total: paymentsTotal,
+      paid: paymentsPaid,
+      remaining: paymentsTotal - paymentsPaid,
+      count: payments.length,
+      schedule: payments.map((p) => ({
+        due_date: getStr(p, "due_date"),
+        amount: getNum(p, "amount"),
+        count_description: getStr(p, "count_description"),
+        invoice: getStr(p, "invoice"),
+        is_paid: p.is_paid === true,
+        is_pending: p.is_pending === true,
+        is_milestone: p.is_milestone === true
+      }))
+    },
+    agreement: agreement ? {
+      present: true,
+      signatures: getArr(agreement, "contract_signatures").map((s) => ({
+        signed_by: getStr(s, "signer_email") ?? getStr(s, "signer_name"),
+        signed_at: getStr(s, "signed_at") ?? getStr(s, "signature_date"),
+        is_vendor: s.is_vendor === true
+      })),
+      html_length: (getStr(agreement, "html_body") ?? "").length
+    } : { present: false },
+    sections_available: WORKSPACE_FILE_SECTIONS,
+    hint: 'Call get_workspace_file again with section="pricing" (full line items + tax/svc detail), "agreement" (contract HTML + signatures), "payments" (full payment-schedule detail), "all" (pruned full response), or "raw" (full unpruned response \u2014 may exceed MCP size limit).'
+  };
+}
+function extractPricing(file) {
+  return {
+    _id: file._id,
+    file_title: file.file_title,
+    currency: file.currency,
+    vendor_proposal: file.vendor_proposal
+  };
+}
+function extractAgreement(file) {
+  return {
+    _id: file._id,
+    file_title: file.file_title,
+    agreement: file.agreement
+  };
+}
+function extractPayments(file) {
+  return {
+    _id: file._id,
+    file_title: file.file_title,
+    currency: file.currency,
+    payment_type: file.payment_type,
+    has_milestone_payment: file.has_milestone_payment,
+    has_pending_payment: file.has_pending_payment,
+    payments_container: file.payments_container
+  };
+}
 async function listWorkspaceFiles(args) {
   const client = await getActiveClient(args.origin);
   const res = await client.request(
@@ -21417,12 +21560,31 @@ async function listWorkspaceFiles(args) {
   return { content: [{ type: "text", text: prefix + JSON.stringify(filtered, null, 2) }] };
 }
 async function getWorkspaceFile(args) {
+  const section = args.section ?? "summary";
   const client = await getActiveClient(args.origin);
-  const res = await client.request(
-    "GET",
-    `/api/v2/workspace_files/${args.file_id}`
-  );
-  const body = args.include_raw ? res : pruneWorkspaceFile(res);
+  const raw = await client.request("GET", `/api/v2/workspace_files/${args.file_id}`);
+  let body;
+  switch (section) {
+    case "raw":
+      body = raw;
+      break;
+    case "all":
+      body = pruneWorkspaceFile(raw);
+      break;
+    case "pricing":
+      body = extractPricing(raw);
+      break;
+    case "agreement":
+      body = extractAgreement(raw);
+      break;
+    case "payments":
+      body = extractPayments(raw);
+      break;
+    case "summary":
+    default:
+      body = buildSummary(raw);
+      break;
+  }
   return { content: [{ type: "text", text: JSON.stringify(body, null, 2) }] };
 }
 function registerWorkspaceFileTools(server2) {
@@ -21443,14 +21605,14 @@ function registerWorkspaceFileTools(server2) {
   server2.registerTool(
     "get_workspace_file",
     {
-      description: "Get full detail for one workspace file by its _id. The vendor-side admin blob inside `company` (email templates, brochure templates, etc., which can be >1 MB) is stripped by default; pass include_raw:true to keep it.",
+      description: 'Get detail for one workspace file. Returns a compact summary by default (metadata, vendor, event, pricing totals, payment schedule, agreement presence). Use `section` to drill into a specific part of the file: "pricing" for full line items + tax/svc detail, "agreement" for contract HTML + signatures, "payments" for full payment-schedule detail, "all" for the pruned full response, or "raw" for the entirely-unpruned response (may exceed MCP size limits on proposal-class files).',
       inputSchema: {
         file_id: external_exports.string().describe("The file _id from list_workspace_files."),
         origin: external_exports.string().optional().describe(
           "Portal origin (e.g. https://<vendor>.hbportal.co). Optional when only one session is active."
         ),
-        include_raw: external_exports.boolean().optional().describe(
-          "If true, return the full unpruned response. Default false \u2014 strips heavy vendor-side fields under `company`."
+        section: external_exports.enum(WORKSPACE_FILE_SECTIONS).optional().describe(
+          'Which view to return. Default "summary" (~5-15 kB). Others return focused sections of the raw response.'
         )
       },
       annotations: { readOnlyHint: true }
@@ -21632,7 +21794,7 @@ try {
 }
 var server = new McpServer({
   name: "honeybook-mcp",
-  version: "0.1.7"
+  version: "0.1.9"
 });
 registerSessionTools(server);
 registerWorkspaceFileTools(server);

package/dist/index.js

@@ -18,7 +18,7 @@ import { registerContractTools } from './tools/contracts.js';
 import { registerInvoiceTools } from './tools/invoices.js';
 const server = new McpServer({
     name: 'honeybook-mcp',
-    version: '0.1.7',
+    version: '0.1.9',
 });
 registerSessionTools(server);
 registerWorkspaceFileTools(server);

package/dist/tools/workspace_files.js

@@ -4,7 +4,7 @@ import { FILE_TYPES } from '../types.js';
 /**
  * Vendor-side sub-fields on `company` that a CLIENT never needs but that
  * balloon the response (observed: `vendor_emails` alone was ~1.3 MB on a
- * single real proposal). Stripped by default; pass include_raw=true to keep.
+ * single real proposal). Stripped by default; section='raw' keeps them.
  */
 const HEAVY_COMPANY_FIELDS = [
     'vendor_emails',
@@ -34,6 +34,164 @@ export function pruneWorkspaceFile(file) {
     }
     return pruned;
 }
+export const WORKSPACE_FILE_SECTIONS = [
+    'summary',
+    'pricing',
+    'agreement',
+    'payments',
+    'all',
+    'raw',
+];
+// Short helpers
+function getObj(o, key) {
+    const v = o?.[key];
+    return v && typeof v === 'object' ? v : undefined;
+}
+function getArr(o, key) {
+    const v = o?.[key];
+    return Array.isArray(v) ? v : [];
+}
+function getStr(o, key) {
+    const v = o?.[key];
+    return typeof v === 'string' ? v : undefined;
+}
+function getNum(o, key) {
+    const v = o?.[key];
+    return typeof v === 'number' ? v : undefined;
+}
+/**
+ * Compact summary: ~5-15 kB even for proposal-class files. Contains everything
+ * a caller typically needs up front (identity, status, vendor, event, totals,
+ * payment schedule, package titles + pricing). For the contract text or the
+ * full vendor_proposal, call again with section='agreement' or 'pricing'.
+ */
+export function buildSummary(file) {
+    const vp = getObj(file, 'vendor_proposal') ?? {};
+    const payments = getArr(getObj(file, 'payments_container'), 'payments');
+    const paymentsTotal = payments.reduce((s, p) => s + (getNum(p, 'amount') ?? 0), 0);
+    const paymentsPaid = payments
+        .filter((p) => p.is_paid === true)
+        .reduce((s, p) => s + (getNum(p, 'amount') ?? 0), 0);
+    const owner = getObj(file, 'owner');
+    const company = getObj(file, 'company');
+    const event = getObj(file, 'event');
+    const agreement = getObj(file, 'agreement');
+    const packages = getArr(vp, 'vendor_packages').map((p) => ({
+        title: getStr(p, 'title'),
+        description: (getStr(p, 'description') ?? '').slice(0, 400),
+        price: getNum(p, 'total_price') ?? getNum(p, 'sub_total'),
+        quantity: getNum(p, 'quantity'),
+    }));
+    const services = getArr(vp, 'service_items').map((s) => ({
+        title: getStr(s, 'title'),
+        description: (getStr(s, 'description') ?? '').slice(0, 400),
+        price: getNum(s, 'total_price') ?? getNum(s, 'sub_total'),
+        quantity: getNum(s, 'quantity'),
+    }));
+    return {
+        _id: file._id,
+        file_title: file.file_title,
+        file_type: file.file_type,
+        status: file.status,
+        status_name: file.status_name,
+        status_type: file.status_type,
+        sent_on: file.sent_on,
+        created_at: file.created_at,
+        auto_expiration: file.auto_expiration,
+        is_file_accepted: file.is_file_accepted,
+        is_booked_version: file.is_booked_version,
+        is_canceled: file.is_canceled,
+        has_pending_payment: file.has_pending_payment,
+        currency: file.currency,
+        workspace: {
+            name: getStr(file, 'workspace_name'),
+            status_type: getStr(file, 'workspace_status_type'),
+            status_name: getStr(file, 'workspace_status_name'),
+            active_state: getStr(file, 'workspace_active_state'),
+        },
+        vendor: {
+            company_name: getStr(company, 'company_name'),
+            owner_name: [getStr(owner, 'first_name'), getStr(owner, 'last_name')].filter(Boolean).join(' '),
+            owner_email: getStr(owner, 'email'),
+            owner_phone: getStr(owner, 'phone_number'),
+        },
+        event: event
+            ? {
+                _id: event._id,
+                date: getStr(event, 'event_date'),
+                type: getStr(event, 'type'),
+                couple_names: getStr(event, 'couple_names'),
+            }
+            : null,
+        pricing: {
+            sub_total: getNum(vp, 'sub_total'),
+            total_price: getNum(vp, 'total_price'),
+            discount: getNum(vp, 'discount')
+                ? { value: getNum(vp, 'discount'), type: getStr(vp, 'discount_type') }
+                : null,
+            tax: getNum(vp, 'tax') ? { value: getNum(vp, 'tax'), type: getStr(vp, 'tax_type') } : null,
+            svc: getNum(vp, 'svc') ? { value: getNum(vp, 'svc'), type: getStr(vp, 'svc_type') } : null,
+            total_tax: getNum(vp, 'total_tax'),
+            total_svc: getNum(vp, 'total_svc'),
+            packages,
+            services,
+        },
+        payments: {
+            total: paymentsTotal,
+            paid: paymentsPaid,
+            remaining: paymentsTotal - paymentsPaid,
+            count: payments.length,
+            schedule: payments.map((p) => ({
+                due_date: getStr(p, 'due_date'),
+                amount: getNum(p, 'amount'),
+                count_description: getStr(p, 'count_description'),
+                invoice: getStr(p, 'invoice'),
+                is_paid: p.is_paid === true,
+                is_pending: p.is_pending === true,
+                is_milestone: p.is_milestone === true,
+            })),
+        },
+        agreement: agreement
+            ? {
+                present: true,
+                signatures: getArr(agreement, 'contract_signatures').map((s) => ({
+                    signed_by: getStr(s, 'signer_email') ?? getStr(s, 'signer_name'),
+                    signed_at: getStr(s, 'signed_at') ?? getStr(s, 'signature_date'),
+                    is_vendor: s.is_vendor === true,
+                })),
+                html_length: (getStr(agreement, 'html_body') ?? '').length,
+            }
+            : { present: false },
+        sections_available: WORKSPACE_FILE_SECTIONS,
+        hint: 'Call get_workspace_file again with section="pricing" (full line items + tax/svc detail), "agreement" (contract HTML + signatures), "payments" (full payment-schedule detail), "all" (pruned full response), or "raw" (full unpruned response — may exceed MCP size limit).',
+    };
+}
+function extractPricing(file) {
+    return {
+        _id: file._id,
+        file_title: file.file_title,
+        currency: file.currency,
+        vendor_proposal: file.vendor_proposal,
+    };
+}
+function extractAgreement(file) {
+    return {
+        _id: file._id,
+        file_title: file.file_title,
+        agreement: file.agreement,
+    };
+}
+function extractPayments(file) {
+    return {
+        _id: file._id,
+        file_title: file.file_title,
+        currency: file.currency,
+        payment_type: file.payment_type,
+        has_milestone_payment: file.has_milestone_payment,
+        has_pending_payment: file.has_pending_payment,
+        payments_container: file.payments_container,
+    };
+}
 export async function listWorkspaceFiles(args) {
     const client = await getActiveClient(args.origin);
     const res = await client.request('GET', `/api/v2/users/${client.scope.userId}/workspace_files`);
@@ -46,9 +204,31 @@ export async function listWorkspaceFiles(args) {
     return { content: [{ type: 'text', text: prefix + JSON.stringify(filtered, null, 2) }] };
 }
 export async function getWorkspaceFile(args) {
+    const section = args.section ?? 'summary';
     const client = await getActiveClient(args.origin);
-    const res = await client.request('GET', `/api/v2/workspace_files/${args.file_id}`);
-    const body = args.include_raw ? res : pruneWorkspaceFile(res);
+    const raw = await client.request('GET', `/api/v2/workspace_files/${args.file_id}`);
+    let body;
+    switch (section) {
+        case 'raw':
+            body = raw;
+            break;
+        case 'all':
+            body = pruneWorkspaceFile(raw);
+            break;
+        case 'pricing':
+            body = extractPricing(raw);
+            break;
+        case 'agreement':
+            body = extractAgreement(raw);
+            break;
+        case 'payments':
+            body = extractPayments(raw);
+            break;
+        case 'summary':
+        default:
+            body = buildSummary(raw);
+            break;
+    }
     return { content: [{ type: 'text', text: JSON.stringify(body, null, 2) }] };
 }
 export function registerWorkspaceFileTools(server) {
@@ -67,17 +247,17 @@ export function registerWorkspaceFileTools(server) {
         annotations: { readOnlyHint: true },
     }, listWorkspaceFiles);
     server.registerTool('get_workspace_file', {
-        description: 'Get full detail for one workspace file by its _id. The vendor-side admin blob inside `company` (email templates, brochure templates, etc., which can be >1 MB) is stripped by default; pass include_raw:true to keep it.',
+        description: 'Get detail for one workspace file. Returns a compact summary by default (metadata, vendor, event, pricing totals, payment schedule, agreement presence). Use `section` to drill into a specific part of the file: "pricing" for full line items + tax/svc detail, "agreement" for contract HTML + signatures, "payments" for full payment-schedule detail, "all" for the pruned full response, or "raw" for the entirely-unpruned response (may exceed MCP size limits on proposal-class files).',
         inputSchema: {
             file_id: z.string().describe('The file _id from list_workspace_files.'),
             origin: z
                 .string()
                 .optional()
                 .describe('Portal origin (e.g. https://<vendor>.hbportal.co). Optional when only one session is active.'),
-            include_raw: z
-                .boolean()
+            section: z
+                .enum(WORKSPACE_FILE_SECTIONS)
                 .optional()
-                .describe('If true, return the full unpruned response. Default false — strips heavy vendor-side fields under `company`.'),
+                .describe('Which view to return. Default "summary" (~5-15 kB). Others return focused sections of the raw response.'),
         },
         annotations: { readOnlyHint: true },
     }, getWorkspaceFile);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "honeybook-mcp",
-  "version": "0.1.7",
+  "version": "0.1.9",
   "mcpName": "io.github.chrischall/honeybook-mcp",
   "description": "HoneyBook client-portal MCP server for Claude",
   "author": "Claude Code (AI) <https://www.anthropic.com/claude>",

package/server.json

@@ -6,12 +6,12 @@
     "url": "https://github.com/chrischall/honeybook-mcp",
     "source": "github"
   },
-  "version": "0.1.7",
+  "version": "0.1.9",
   "packages": [
     {
       "registryType": "npm",
       "identifier": "honeybook-mcp",
-      "version": "0.1.7",
+      "version": "0.1.9",
       "transport": {
         "type": "stdio"
       },