mcp-connectwise-psa 0.1.0 → 0.3.0

package/dist/tools/finance.js

@@ -0,0 +1,202 @@
+/** Invoicing tools: invoices and agreements (read-only). */
+import { z } from "zod";
+import { allOf, q } from "../cw/client.js";
+import { clip, failure, json, pageFooter, pageNumberField, pageSizeField, responseFormatField, text, } from "./shared.js";
+const INVOICE_FIELDS = "id,invoiceNumber,type,status/name,company/name,company/id,date,dueDate,total,balance";
+const AGREEMENT_FIELDS = "id,name,type/name,company/name,company/id,agreementStatus,startDate,endDate,billAmount,cancelledFlag,noEndingDateFlag";
+function money(value) {
+    return value == null ? "—" : `$${value.toFixed(2)}`;
+}
+function invoiceLine(inv) {
+    return [
+        `#${inv.id} ${inv.invoiceNumber ?? "(no number)"} — ${inv.company?.name ?? "?"}`,
+        `  ${inv.status?.name ?? "?"} | ${inv.date ?? "?"}${inv.dueDate ? ` (due ${inv.dueDate})` : ""} | total ${money(inv.total)} | balance ${money(inv.balance)}`,
+    ].join("\n");
+}
+function agreementLine(a) {
+    const period = a.noEndingDateFlag ? `${a.startDate ?? "?"} → (ongoing)` : `${a.startDate ?? "?"} → ${a.endDate ?? "?"}`;
+    const status = a.cancelledFlag ? "cancelled" : (a.agreementStatus ?? "?");
+    return [
+        `#${a.id} ${a.name ?? "(unnamed)"} — ${a.company?.name ?? "?"}`,
+        `  ${a.type?.name ?? "?"} | ${status} | ${period} | ${money(a.billAmount)}`,
+    ].join("\n");
+}
+export function registerFinanceTools(reg, client) {
+    reg.register({
+        name: "cw_list_invoices",
+        title: "List ConnectWise Invoices",
+        description: "List invoices, optionally filtered by company, status, or invoice date range (YYYY-MM-DD). Read-only.",
+        inputSchema: {
+            company_id: z.number().int().positive().optional().describe("Filter by company ID"),
+            company_name: z.string().optional().describe("Filter by exact company name"),
+            status: z.string().optional().describe('Invoice status name (e.g. "Open", "Paid")'),
+            on_or_after: z.string().optional().describe("Invoice date on/after (YYYY-MM-DD)"),
+            on_or_before: z.string().optional().describe("Invoice date on/before (YYYY-MM-DD)"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const conditions = allOf(args.company_id !== undefined && `company/id=${args.company_id}`, args.company_name && `company/name=${q(args.company_name)}`, args.status && `status/name=${q(args.status)}`, args.on_or_after && `date>=[${args.on_or_after}]`, args.on_or_before && `date<=[${args.on_or_before}]`);
+            const page = await client.getList("/finance/invoices", {
+                conditions,
+                orderBy: "date desc",
+                fields: INVOICE_FIELDS,
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No invoices found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const lines = [`# Invoices (${page.items.length} on this page)`, ""];
+            for (const inv of page.items)
+                lines.push(invoiceLine(inv), "");
+            lines.push(pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_get_invoice",
+        title: "Get ConnectWise Invoice",
+        description: "Get one invoice by ID. Read-only.",
+        inputSchema: {
+            invoice_id: z.number().int().positive().describe("The invoice ID"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const inv = await client.getOne(`/finance/invoices/${args.invoice_id}`, INVOICE_FIELDS);
+            if (args.response_format === "json")
+                return text(clip(json(inv)));
+            return text([
+                `# Invoice ${inv.invoiceNumber ?? inv.id}`,
+                "",
+                `- **Company**: ${inv.company?.name ?? "?"} (ID: ${inv.company?.id ?? "?"})`,
+                `- **Status**: ${inv.status?.name ?? "?"} | **Type**: ${inv.type ?? "—"}`,
+                `- **Date**: ${inv.date ?? "?"}${inv.dueDate ? ` | **Due**: ${inv.dueDate}` : ""}`,
+                `- **Total**: ${money(inv.total)} | **Balance**: ${money(inv.balance)}`,
+            ].join("\n"));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_agreements",
+        title: "List ConnectWise Agreements",
+        description: "List service agreements (contracts), optionally filtered by company or status. Read-only.",
+        inputSchema: {
+            company_id: z.number().int().positive().optional().describe("Filter by company ID"),
+            company_name: z.string().optional().describe("Filter by exact company name"),
+            status: z.string().optional().describe("Agreement status name"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const conditions = allOf(args.company_id !== undefined && `company/id=${args.company_id}`, args.company_name && `company/name=${q(args.company_name)}`, args.status && `agreementStatus=${q(args.status)}`);
+            const page = await client.getList("/finance/agreements", {
+                conditions,
+                orderBy: "name asc",
+                fields: AGREEMENT_FIELDS,
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No agreements found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const lines = [`# Agreements (${page.items.length} on this page)`, ""];
+            for (const a of page.items)
+                lines.push(agreementLine(a), "");
+            lines.push(pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_get_agreement",
+        title: "Get ConnectWise Agreement",
+        description: "Get one agreement (contract) with its coverage limits and billing cycle. Read-only.",
+        inputSchema: {
+            agreement_id: z.number().int().positive().describe("The agreement ID (from cw_list_agreements)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const a = await client.getOne(`/finance/agreements/${args.agreement_id}`, "id,name,type/name,company/name,company/id,agreementStatus,startDate,endDate,noEndingDateFlag,cancelledFlag,billAmount,billingCycle/name,applicationUnits,applicationLimit,applicationCycle,applicationUnlimitedFlag");
+            if (args.response_format === "json")
+                return text(clip(json(a)));
+            const period = a.noEndingDateFlag ? `${a.startDate ?? "?"} → (ongoing)` : `${a.startDate ?? "?"} → ${a.endDate ?? "?"}`;
+            const limit = a.applicationUnlimitedFlag
+                ? "unlimited"
+                : a.applicationLimit != null
+                    ? `${a.applicationLimit} ${a.applicationUnits ?? ""}${a.applicationCycle ? ` / ${a.applicationCycle}` : ""}`
+                    : "—";
+            return text([
+                `# ${a.name ?? `Agreement #${a.id}`}`,
+                "",
+                `- **Company**: ${a.company?.name ?? "?"}`,
+                `- **Type**: ${a.type?.name ?? "—"} | **Status**: ${a.cancelledFlag ? "cancelled" : (a.agreementStatus ?? "?")}`,
+                `- **Period**: ${period}`,
+                `- **Bill amount**: ${a.billAmount != null ? `$${a.billAmount.toFixed(2)}` : "—"}${a.billingCycle?.name ? ` / ${a.billingCycle.name}` : ""}`,
+                `- **Coverage**: ${limit}`,
+            ].join("\n"));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_unbilled_time",
+        title: "List Unbilled Time",
+        description: "List billable time entries not yet on an invoice — what's ready to bill. Filter by company " +
+            "or date range (YYYY-MM-DD). Read-only.",
+        inputSchema: {
+            company_id: z.number().int().positive().optional().describe("Filter by company ID"),
+            company_name: z.string().optional().describe("Filter by exact company name"),
+            on_or_after: z.string().optional().describe("Time entries on/after this date (YYYY-MM-DD)"),
+            on_or_before: z.string().optional().describe("Time entries on/before this date (YYYY-MM-DD)"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const conditions = allOf('billableOption="Billable"', "invoiceFlag=false", args.company_id !== undefined && `company/id=${args.company_id}`, args.company_name && `company/name=${q(args.company_name)}`, args.on_or_after && `timeStart>=[${args.on_or_after}]`, args.on_or_before && `timeStart<=[${args.on_or_before}]`);
+            const page = await client.getList("/time/entries", {
+                conditions,
+                orderBy: "timeStart desc",
+                fields: "id,member/identifier,company/name,chargeToId,timeStart,actualHours,workType/name,notes",
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No unbilled billable time found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const total = page.items.reduce((s, e) => s + (e.actualHours ?? 0), 0);
+            const lines = [`# Unbilled billable time (${page.items.length} entries, ${total.toFixed(2)}h shown)`, ""];
+            for (const e of page.items)
+                lines.push(`- ${e.company?.name ?? "?"} | ticket #${e.chargeToId ?? "?"} | ${e.member?.identifier ?? "?"} | ${e.actualHours ?? 0}h | ${e.timeStart?.slice(0, 10) ?? "?"}`);
+            lines.push("", pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+}

package/dist/tools/registrar.js

@@ -0,0 +1,24 @@
+/**
+ * Tool registration.
+ *
+ * Every tool is registered on the session's McpServer. There is no MCP-level
+ * role gating: each session authenticates with a ConnectWise API member key
+ * (its own, via BYOK, or the server-wide keys on stdio), and ConnectWise
+ * enforces that member's security role server-side. The MCP server exposes the
+ * full tool surface and lets the CW API be the access control.
+ */
+/** Registers tools on an McpServer. */
+export class ToolRegistrar {
+    server;
+    constructor(server) {
+        this.server = server;
+    }
+    register(spec, handler) {
+        this.server.registerTool(spec.name, {
+            title: spec.title,
+            description: spec.description,
+            inputSchema: spec.inputSchema,
+            annotations: spec.annotations,
+        }, handler);
+    }
+}

package/dist/tools/schedule.js

@@ -0,0 +1,346 @@
+/** Dispatch tools: schedule entries — list, my schedule, schedule a ticket. */
+import { z } from "zod";
+import { allOf, q } from "../cw/client.js";
+import { clip, failure, json, pageFooter, pageNumberField, pageSizeField, responseFormatField, text, UNKNOWN_MEMBER_MESSAGE, } from "./shared.js";
+const ENTRY_FIELDS = "id,objectId,name,member/identifier,member/name,type/name,type/identifier,status/name,dateStart,dateEnd,hours,doneFlag";
+function entryLine(e) {
+    const who = e.member?.identifier ?? e.member?.name ?? "?";
+    const when = `${e.dateStart ?? "?"} → ${e.dateEnd ?? "?"}`;
+    const what = e.name ?? (e.objectId ? `object #${e.objectId}` : "(unnamed)");
+    const tag = [e.type?.name ?? e.type?.identifier, e.status?.name].filter(Boolean).join(" / ");
+    return [
+        `#${e.id} ${what}`,
+        `  ${who} | ${when}${e.hours != null ? ` | ${e.hours}h` : ""}${tag ? ` | ${tag}` : ""}${e.doneFlag ? " | done" : ""}`,
+    ].join("\n");
+}
+function entryList(items, page, hasMore) {
+    const lines = [`# Schedule entries (${items.length} on this page)`, ""];
+    for (const e of items)
+        lines.push(entryLine(e), "");
+    lines.push(pageFooter(page, hasMore));
+    return lines.join("\n");
+}
+/** Build the conditions for a schedule-entry query. Exported for tests. */
+export function scheduleConditions(args) {
+    return allOf(args.member && `member/identifier=${q(args.member)}`, args.ticket_id !== undefined && `objectId=${args.ticket_id}`, args.on_or_after && `dateStart>=[${args.on_or_after}]`, args.on_or_before && `dateStart<=[${args.on_or_before}]`);
+}
+const MEMBER_LIST_FIELDS = "id,identifier,firstName,lastName,inactiveFlag,timeZone/name,calendar/name,workRole/name,defaultLocation/name,dailyCapacity,scheduleCapacity,restrictScheduleFlag,hideMemberInDispatchPortalFlag";
+const MEMBER_DETAIL_FIELDS = "id,identifier,firstName,lastName,title,inactiveFlag,timeZone/name,calendar/id,calendar/name,workRole/name,defaultLocation/name,securityLocation/name,dailyCapacity,scheduleCapacity,restrictScheduleFlag,hideMemberInDispatchPortalFlag,officeEmail,primaryEmail";
+const CALENDAR_FIELDS = "id,name,holidayList/name,mondayStartTime,mondayEndTime,tuesdayStartTime,tuesdayEndTime,wednesdayStartTime,wednesdayEndTime,thursdayStartTime,thursdayEndTime,fridayStartTime,fridayEndTime,saturdayStartTime,saturdayEndTime,sundayStartTime,sundayEndTime";
+function memberLine(m) {
+    const name = [m.firstName, m.lastName].filter(Boolean).join(" ") || "?";
+    const cap = m.scheduleCapacity ?? m.dailyCapacity;
+    const bits = [
+        `TZ: ${m.timeZone?.name ?? "—"}`,
+        `hours: ${m.calendar?.name ?? "—"}`,
+        m.workRole?.name && `role: ${m.workRole.name}`,
+        cap != null && `cap: ${cap}h/day`,
+    ].filter(Boolean);
+    const flags = [
+        m.restrictScheduleFlag && "schedule-restricted",
+        m.hideMemberInDispatchPortalFlag && "hidden-in-dispatch",
+        m.inactiveFlag && "INACTIVE",
+    ].filter(Boolean);
+    return [
+        `#${m.id} ${m.identifier} — ${name}`,
+        `  ${bits.join(" | ")}${flags.length ? ` | ${flags.join(", ")}` : ""}`,
+    ].join("\n");
+}
+const WEEKDAYS = ["monday", "tuesday", "wednesday", "thursday", "friday", "saturday", "sunday"];
+function calendarHours(cal) {
+    return WEEKDAYS.map((d) => {
+        const start = cal[`${d}StartTime`];
+        const end = cal[`${d}EndTime`];
+        const label = d.charAt(0).toUpperCase() + d.slice(1);
+        return `  ${label}: ${start && end ? `${start}–${end}` : "off"}`;
+    });
+}
+export function registerScheduleTools(reg, client) {
+    reg.register({
+        name: "cw_list_schedule_entries",
+        title: "List ConnectWise Schedule Entries",
+        description: "List dispatch/schedule entries, optionally filtered by member, ticket, or date range " +
+            "(dates as YYYY-MM-DD). Use to see who is scheduled for what and when.",
+        inputSchema: {
+            member: z.string().optional().describe("Member identifier the entry is assigned to"),
+            ticket_id: z.number().int().positive().optional().describe("Only entries scheduled for this ticket"),
+            on_or_after: z.string().optional().describe("Only entries starting on/after this date (YYYY-MM-DD)"),
+            on_or_before: z.string().optional().describe("Only entries starting on/before this date (YYYY-MM-DD)"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const page = await client.getList("/schedule/entries", {
+                conditions: scheduleConditions(args),
+                orderBy: "dateStart desc",
+                fields: ENTRY_FIELDS,
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No schedule entries found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            return text(clip(entryList(page.items, page.page, page.hasMore)));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_my_schedule",
+        title: "My ConnectWise Schedule",
+        description: "List schedule entries assigned to the member this session acts as, optionally within a date range.",
+        inputSchema: {
+            on_or_after: z.string().optional().describe("Only entries starting on/after this date (YYYY-MM-DD)"),
+            on_or_before: z.string().optional().describe("Only entries starting on/before this date (YYYY-MM-DD)"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const memberId = await client.me();
+            if (!memberId)
+                return { ...text(UNKNOWN_MEMBER_MESSAGE), isError: true };
+            const page = await client.getList("/schedule/entries", {
+                conditions: scheduleConditions({ member: memberId, ...args }),
+                orderBy: "dateStart desc",
+                fields: ENTRY_FIELDS,
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text(`No schedule entries for ${memberId}.`);
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            return text(clip(`Acting as **${memberId}**\n\n` + entryList(page.items, page.page, page.hasMore)));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_schedule_ticket",
+        title: "Schedule a ConnectWise Ticket",
+        description: "Schedule a service ticket to a member for a time window. Times are ISO-8601 " +
+            "(e.g. 2026-07-06T13:00:00Z). Creates a schedule entry on the dispatch board.",
+        inputSchema: {
+            ticket_id: z.number().int().positive().describe("The service ticket to schedule"),
+            member: z.string().describe("Member identifier to schedule the ticket to"),
+            time_start: z.string().describe("Start time, ISO-8601"),
+            time_end: z.string().describe("End time, ISO-8601"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const entry = await client.post("/schedule/entries", {
+                objectId: args.ticket_id,
+                member: { identifier: args.member },
+                type: { identifier: "S" }, // "S" = Service Ticket schedule type in ConnectWise
+                dateStart: args.time_start,
+                dateEnd: args.time_end,
+            });
+            if (args.response_format === "json")
+                return text(json(entry));
+            return text(`Scheduled ticket #${args.ticket_id} to ${args.member} (${args.time_start} → ${args.time_end}) — entry #${entry.id}.`);
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_members",
+        title: "List ConnectWise Members",
+        description: "List members (technicians) for dispatch — each with timezone, working-hours calendar name, " +
+            "work role, and daily/schedule capacity. Filter by name or identifier; excludes inactive by default.",
+        inputSchema: {
+            name_contains: z.string().optional().describe("Match first or last name (substring)"),
+            identifier: z.string().optional().describe("Exact member identifier"),
+            include_inactive: z.boolean().default(false).describe("Include inactive members (default false)"),
+            schedulable_only: z
+                .boolean()
+                .default(false)
+                .describe("Only members that are not schedule-restricted (default false)"),
+            page_number: pageNumberField,
+            page_size: pageSizeField,
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const conditions = allOf(!args.include_inactive && "inactiveFlag=false", args.identifier && `identifier=${q(args.identifier)}`, args.name_contains &&
+                `(firstName contains ${q(args.name_contains)} OR lastName contains ${q(args.name_contains)})`, args.schedulable_only && "restrictScheduleFlag=false");
+            const page = await client.getList("/system/members", {
+                conditions,
+                orderBy: "identifier asc",
+                fields: MEMBER_LIST_FIELDS,
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No members found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const lines = [`# Members (${page.items.length} on this page)`, ""];
+            for (const m of page.items)
+                lines.push(memberLine(m), "");
+            lines.push(pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_get_member",
+        title: "Get ConnectWise Member",
+        description: "Get one member's dispatch profile: timezone, work role, location, capacity, and their working " +
+            "hours (resolved from the member's calendar, including the holiday list).",
+        inputSchema: {
+            member_id: z.number().int().positive().describe("The member ID (from cw_list_members)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const m = await client.getOne(`/system/members/${args.member_id}`, MEMBER_DETAIL_FIELDS);
+            let calendar;
+            if (m.calendar?.id) {
+                try {
+                    calendar = await client.getOne(`/schedule/calendars/${m.calendar.id}`, CALENDAR_FIELDS);
+                }
+                catch {
+                    /* calendar is best-effort; member profile is still useful without it */
+                }
+            }
+            if (args.response_format === "json")
+                return text(clip(json({ ...m, calendarDetail: calendar })));
+            const name = [m.firstName, m.lastName].filter(Boolean).join(" ") || m.identifier;
+            const cap = m.scheduleCapacity ?? m.dailyCapacity;
+            const lines = [
+                `# ${name} (${m.identifier})${m.inactiveFlag ? " — INACTIVE" : ""}`,
+                "",
+                `- **Title**: ${m.title ?? "—"} | **Work role**: ${m.workRole?.name ?? "—"}`,
+                `- **Timezone**: ${m.timeZone?.name ?? "—"}`,
+                `- **Location**: ${m.defaultLocation?.name ?? m.securityLocation?.name ?? "—"}`,
+                `- **Capacity**: ${cap != null ? `${cap}h/day` : "—"}${m.restrictScheduleFlag ? " | schedule-restricted" : ""}${m.hideMemberInDispatchPortalFlag ? " | hidden in dispatch" : ""}`,
+            ];
+            if (calendar) {
+                lines.push("", `## Working hours — ${calendar.name ?? "calendar"}`, ...calendarHours(calendar));
+                if (calendar.holidayList?.name)
+                    lines.push(`  Holidays: ${calendar.holidayList.name}`);
+            }
+            else if (m.calendar?.name) {
+                lines.push("", `Working-hours calendar: ${m.calendar.name} (hours unavailable)`);
+            }
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_update_schedule_entry",
+        title: "Update a ConnectWise Schedule Entry",
+        description: "Reschedule or reassign a schedule entry, or mark it done. Times are ISO-8601. Only provided fields change.",
+        inputSchema: {
+            entry_id: z.number().int().positive().describe("The schedule entry ID (from cw_list_schedule_entries)"),
+            member: z.string().optional().describe("Reassign to this member identifier"),
+            time_start: z.string().optional().describe("New start time, ISO-8601"),
+            time_end: z.string().optional().describe("New end time, ISO-8601"),
+            done: z.boolean().optional().describe("Mark the entry done (true) or not done (false)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const ops = [];
+            if (args.member)
+                ops.push({ op: "replace", path: "member", value: { identifier: args.member } });
+            if (args.time_start)
+                ops.push({ op: "replace", path: "dateStart", value: args.time_start });
+            if (args.time_end)
+                ops.push({ op: "replace", path: "dateEnd", value: args.time_end });
+            if (args.done !== undefined)
+                ops.push({ op: "replace", path: "doneFlag", value: args.done });
+            if (ops.length === 0)
+                return text("Nothing to update — provide at least one field.");
+            const entry = await client.patch(`/schedule/entries/${args.entry_id}`, ops);
+            if (args.response_format === "json")
+                return text(json(entry));
+            return text(`Schedule entry #${entry.id} updated — ${entry.member?.identifier ?? "?"} | ${entry.dateStart ?? "?"} → ${entry.dateEnd ?? "?"}${entry.doneFlag ? " | done" : ""}.`);
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_delete_schedule_entry",
+        title: "Delete a ConnectWise Schedule Entry",
+        description: "Remove a schedule entry from the dispatch board (e.g. to cancel a scheduled visit).",
+        inputSchema: {
+            entry_id: z.number().int().positive().describe("The schedule entry ID to delete"),
+        },
+        annotations: { readOnlyHint: false, destructiveHint: true, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            await client.del(`/schedule/entries/${args.entry_id}`);
+            return text(`Schedule entry #${args.entry_id} deleted.`);
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_member_availability",
+        title: "ConnectWise Member Availability",
+        description: "Show a member's booked vs free hours on a given day (YYYY-MM-DD): their schedule capacity " +
+            "minus the hours already scheduled that day.",
+        inputSchema: {
+            member: z.string().describe("Member identifier"),
+            date: z.string().describe("Day to check, YYYY-MM-DD"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const members = await client.getList("/system/members", {
+                conditions: `identifier=${q(args.member)}`,
+                fields: "id,identifier,firstName,lastName,scheduleCapacity,dailyCapacity,timeZone/name",
+                pageSize: 1,
+            });
+            const m = members.items[0];
+            if (!m)
+                return text(`No member "${args.member}" found.`);
+            const entries = await client.getList("/schedule/entries", {
+                conditions: allOf(`member/identifier=${q(args.member)}`, `dateStart>=[${args.date}T00:00:00Z]`, `dateStart<=[${args.date}T23:59:59Z]`),
+                orderBy: "dateStart asc",
+                fields: "id,name,objectId,dateStart,dateEnd,hours,doneFlag",
+                pageSize: 200,
+            });
+            const booked = entries.items.reduce((s, e) => s + (e.hours ?? 0), 0);
+            const capacity = m.scheduleCapacity ?? m.dailyCapacity ?? 0;
+            const free = capacity - booked;
+            if (args.response_format === "json")
+                return text(json({ member: m, date: args.date, capacity, booked, free, entries: entries.items }));
+            const lines = [
+                `# ${args.member} — ${args.date}`,
+                `TZ: ${m.timeZone?.name ?? "—"} | capacity ${capacity}h | booked ${booked}h | **free ${free}h**`,
+                "",
+                entries.items.length ? "## Booked" : "Nothing scheduled.",
+            ];
+            for (const e of entries.items)
+                lines.push(`- ${e.dateStart ?? "?"} → ${e.dateEnd ?? "?"} | ${e.hours ?? 0}h | ${e.name ?? (e.objectId ? `ticket #${e.objectId}` : "?")}${e.doneFlag ? " (done)" : ""}`);
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+}