mcp-connectwise-psa 0.2.0 → 0.3.1

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);
+        }
+    });
+}

package/dist/tools/tickets.js

@@ -231,4 +231,168 @@ export function registerTicketTools(reg, client) {
             return failure(error);
         }
     });
+    reg.register({
+        name: "cw_list_boards",
+        title: "List ConnectWise Service Boards",
+        description: "List service boards. Use to discover exact board names for cw_search_tickets / cw_create_ticket, " +
+            "and board ids for cw_get_board (statuses and types).",
+        inputSchema: {
+            name_contains: z.string().optional().describe("Filter by board name (substring)"),
+            include_inactive: z.boolean().default(false).describe("Include inactive boards (default false)"),
+            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("/service/boards", {
+                conditions: allOf(!args.include_inactive && "inactiveFlag=false", args.name_contains && `name contains ${q(args.name_contains)}`),
+                orderBy: "name asc",
+                fields: "id,name,inactiveFlag,department/name,location/name",
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text("No boards found.");
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const lines = [`# Service boards (${page.items.length})`, ""];
+            for (const b of page.items)
+                lines.push(`- #${b.id} **${b.name ?? "?"}**${b.inactiveFlag ? " (inactive)" : ""}`);
+            lines.push("", pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_get_board",
+        title: "Get ConnectWise Board Statuses and Types",
+        description: "List the statuses and types available on a service board — the exact names cw_update_ticket " +
+            "and cw_create_ticket require. Get the board id from cw_list_boards.",
+        inputSchema: {
+            board_id: z.number().int().positive().describe("The board ID (from cw_list_boards)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const [statuses, types] = await Promise.all([
+                client.getList(`/service/boards/${args.board_id}/statuses`, {
+                    orderBy: "sortOrder asc",
+                    fields: "id,name,closedStatus,defaultFlag,inactive",
+                    pageSize: 200,
+                }),
+                client.getList(`/service/boards/${args.board_id}/types`, {
+                    orderBy: "name asc",
+                    fields: "id,name,defaultFlag,inactiveFlag",
+                    pageSize: 200,
+                }),
+            ]);
+            if (args.response_format === "json")
+                return text(clip(json({ statuses: statuses.items, types: types.items })));
+            const lines = [`# Board #${args.board_id}`, "", "## Statuses"];
+            for (const s of statuses.items)
+                if (!s.inactive)
+                    lines.push(`- ${s.name}${s.closedStatus ? " (closed)" : ""}${s.defaultFlag ? " (default)" : ""}`);
+            lines.push("", "## Types");
+            for (const t of types.items)
+                if (!t.inactiveFlag)
+                    lines.push(`- ${t.name}${t.defaultFlag ? " (default)" : ""}`);
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_priorities",
+        title: "List ConnectWise Priorities",
+        description: "List ticket priorities (exact names for cw_create_ticket / cw_update_ticket).",
+        inputSchema: { response_format: responseFormatField },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const page = await client.getList("/service/priorities", {
+                orderBy: "sortOrder asc",
+                fields: "id,name,sortOrder,defaultFlag",
+                pageSize: 200,
+            });
+            if (args.response_format === "json")
+                return text(clip(json(page.items)));
+            const lines = ["# Priorities", ""];
+            for (const p of page.items)
+                lines.push(`- ${p.name}${p.defaultFlag ? " (default)" : ""}`);
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_ticket_time",
+        title: "List Time Entries on a Ticket",
+        description: "List all time entries logged against a ticket (by any member), newest first.",
+        inputSchema: {
+            ticket_id: z.number().int().positive().describe("The ticket ID"),
+            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("/time/entries", {
+                conditions: `chargeToId=${args.ticket_id} AND chargeToType="ServiceTicket"`,
+                orderBy: "timeStart desc",
+                fields: "id,member/identifier,timeStart,timeEnd,actualHours,billableOption,workType/name,notes",
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text(`No time entries on ticket #${args.ticket_id}.`);
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const total = page.items.reduce((s, e) => s + (e.actualHours ?? 0), 0);
+            const lines = [`# Time on ticket #${args.ticket_id} (${page.items.length} entries, ${total}h shown)`, ""];
+            for (const e of page.items)
+                lines.push(`- ${e.member?.identifier ?? "?"} | ${e.actualHours ?? 0}h | ${e.billableOption ?? "?"} | ${e.timeStart ?? "?"}${e.notes ? ` — ${e.notes.slice(0, 80)}` : ""}`);
+            lines.push("", pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_ticket_tasks",
+        title: "List ConnectWise Ticket Tasks",
+        description: "List the task/checklist items on a ticket, with their done state.",
+        inputSchema: {
+            ticket_id: z.number().int().positive().describe("The ticket ID"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const page = await client.getList(`/service/tickets/${args.ticket_id}/tasks`, {
+                fields: "id,notes,closedFlag,priority,resolution",
+                pageSize: 200,
+            });
+            if (page.items.length === 0)
+                return text(`No tasks on ticket #${args.ticket_id}.`);
+            if (args.response_format === "json")
+                return text(clip(json(page.items)));
+            const done = page.items.filter((t) => t.closedFlag).length;
+            const lines = [`# Tasks on ticket #${args.ticket_id} (${done}/${page.items.length} done)`, ""];
+            for (const t of page.items)
+                lines.push(`- [${t.closedFlag ? "x" : " "}] ${t.notes ?? "(no text)"}${t.resolution ? ` → ${t.resolution}` : ""}`);
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
 }

package/dist/tools/time.js

@@ -57,6 +57,60 @@ export function registerTimeTools(reg, client) {
             return failure(error);
         }
     });
+    reg.register({
+        name: "cw_update_time_entry",
+        title: "Update ConnectWise Time Entry",
+        description: "Edit an existing time entry — its notes, start/end, billable flag, or work role. Only provided " +
+            "fields change. Duration is set by time_start/time_end (hours are derived, not edited directly). " +
+            "Governed by your ConnectWise security role (typically your own entries).",
+        inputSchema: {
+            entry_id: z.number().int().positive().describe("The time entry ID (from cw_list_my_time)"),
+            notes: z.string().min(1).optional().describe("New work-performed notes"),
+            time_start: z.string().optional().describe("New start time, ISO 8601"),
+            time_end: z.string().optional().describe("New end time, ISO 8601 (changes the billed hours)"),
+            billable: z.boolean().optional().describe("Billable (true) or do-not-bill (false)"),
+            work_role: z.string().optional().describe("Work role name"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            let start;
+            let end;
+            if (args.time_start !== undefined) {
+                start = new Date(args.time_start);
+                if (Number.isNaN(start.getTime()))
+                    return { ...text("Error: time_start is not a valid ISO timestamp."), isError: true };
+            }
+            if (args.time_end !== undefined) {
+                end = new Date(args.time_end);
+                if (Number.isNaN(end.getTime()))
+                    return { ...text("Error: time_end is not a valid ISO timestamp."), isError: true };
+            }
+            if (start && end && end <= start)
+                return { ...text("Error: time_end must be after time_start."), isError: true };
+            const ops = [];
+            if (args.notes !== undefined)
+                ops.push({ op: "replace", path: "notes", value: args.notes });
+            if (start)
+                ops.push({ op: "replace", path: "timeStart", value: cwTimestamp(start) });
+            if (end)
+                ops.push({ op: "replace", path: "timeEnd", value: cwTimestamp(end) });
+            if (args.billable !== undefined)
+                ops.push({ op: "replace", path: "billableOption", value: args.billable ? "Billable" : "DoNotBill" });
+            if (args.work_role !== undefined)
+                ops.push({ op: "replace", path: "workType", value: { name: args.work_role } });
+            if (ops.length === 0)
+                return text("Nothing to update — provide at least one field to change.");
+            const entry = await client.patch(`/time/entries/${args.entry_id}`, ops);
+            if (args.response_format === "json")
+                return text(json(entry));
+            return text(`Time entry ${entry.id} updated — ${entry.actualHours ?? "?"}h | ${entry.billableOption ?? "?"} | ${entry.timeStart ?? "?"}${entry.notes ? ` — ${entry.notes.slice(0, 80)}` : ""}.`);
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
     reg.register({
         name: "cw_list_my_time",
         title: "My ConnectWise Time Entries",
@@ -98,4 +152,93 @@ export function registerTimeTools(reg, client) {
             return failure(error);
         }
     });
+    reg.register({
+        name: "cw_list_work_roles",
+        title: "List ConnectWise Work Roles",
+        description: "List work roles (used when logging time). Excludes inactive by default.",
+        inputSchema: {
+            name_contains: z.string().optional().describe("Filter by work role name (substring)"),
+            include_inactive: z.boolean().default(false).describe("Include inactive roles (default false)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const page = await client.getList("/time/workRoles", {
+                conditions: allOf(!args.include_inactive && "inactiveFlag=false", args.name_contains && `name contains ${q(args.name_contains)}`),
+                orderBy: "name asc",
+                fields: "id,name,hourlyRate,inactiveFlag",
+                pageSize: 200,
+            });
+            if (page.items.length === 0)
+                return text("No work roles found.");
+            if (args.response_format === "json")
+                return text(clip(json(page.items)));
+            const lines = ["# Work roles", ""];
+            for (const w of page.items)
+                lines.push(`- ${w.name}${w.inactiveFlag ? " (inactive)" : ""}`);
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_list_my_timesheets",
+        title: "List My ConnectWise Timesheets",
+        description: "List timesheets for the member this session acts as, newest first, with their status " +
+            "(Open, Submitted, Approved…). Use the id with cw_submit_timesheet.",
+        inputSchema: {
+            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("/time/sheets", {
+                conditions: `member/identifier=${q(memberId)}`,
+                orderBy: "dateStart desc",
+                fields: "id,year,period,dateStart,dateEnd,status,hours",
+                page: args.page_number,
+                pageSize: args.page_size,
+            });
+            if (page.items.length === 0)
+                return text(`No timesheets for ${memberId}.`);
+            if (args.response_format === "json")
+                return text(clip(json(page)));
+            const lines = [`# Timesheets for ${memberId} (${page.items.length})`, ""];
+            for (const s of page.items)
+                lines.push(`- #${s.id} | ${s.dateStart?.slice(0, 10) ?? "?"} → ${s.dateEnd?.slice(0, 10) ?? "?"} | ${s.hours ?? 0}h | **${s.status ?? "?"}**`);
+            lines.push("", pageFooter(page.page, page.hasMore));
+            return text(clip(lines.join("\n")));
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
+    reg.register({
+        name: "cw_submit_timesheet",
+        title: "Submit ConnectWise Timesheet",
+        description: "Submit a timesheet for approval. Get the timesheet id from cw_list_my_timesheets; " +
+            "only Open timesheets can be submitted.",
+        inputSchema: {
+            timesheet_id: z.number().int().positive().describe("The timesheet ID (from cw_list_my_timesheets)"),
+            response_format: responseFormatField,
+        },
+        annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
+    }, async (args) => {
+        try {
+            const sheet = await client.post(`/time/sheets/${args.timesheet_id}/submit`, {});
+            if (args.response_format === "json")
+                return text(json(sheet));
+            return text(`Timesheet #${args.timesheet_id} submitted${sheet?.status ? ` — status: ${sheet.status}` : ""}.`);
+        }
+        catch (error) {
+            return failure(error);
+        }
+    });
 }