mcp-connectwise-psa 0.3.0 → 0.3.1

package/README.md

@@ -1,12 +1,15 @@
 # mcp-connectwise-psa
 
-An MCP ([Model Context Protocol](https://modelcontextprotocol.io)) server for [ConnectWise PSA](https://www.connectwise.com/platform/psa) (Manage), focused on what technicians do all day:
+An MCP ([Model Context Protocol](https://modelcontextprotocol.io)) server for [ConnectWise PSA](https://www.connectwise.com/platform/psa) (Manage) — **36 tools across 6 toolsets** covering technicians, dispatchers, and billing, so an AI assistant works PSA the way each role does:
 
-- **Tickets** — my tickets, search, full detail with notes, create, update status/priority/owner, add discussion/internal notes
-- **Time entries** — log time against tickets, review your own time
-- **Companies & contacts** — fast lookup (read-only)
+- **Tickets** — search / my tickets / full detail with notes, create, update status/priority/owner, add discussion/internal notes, plus board·status·priority discovery and per-ticket time & tasks
+- **Time** — log time against tickets, review your own time, work-role lookup, and **list & submit your timesheets**
+- **Companies & contacts** — fast lookup, contact detail (phones/emails), company sites
 - **Configurations** — devices/assets with serials, IPs, OS, warranty (read-only)
-- **Per-tech API keys (BYOK)** — each tech supplies their own ConnectWise member keys; ConnectWise enforces that member's security role, and notes and time entries are attributed to the *actual person*
+- **Dispatch** *(schedule)* — schedule entries (list/mine/create/reschedule/cancel), and **members with their timezone, working hours, and free-vs-booked availability**
+- **Invoicing** *(finance, read-only)* — invoices, agreements, and **unbilled billable time** ready to bill
+- **Toolsets & personas** — enable only what a session needs via the `x-cw-toolsets` header (or `CW_TOOLSETS`); presets `tech` / `dispatch` / `invoicing` / `all`. Default `tech` keeps the surface small
+- **Per-member API keys (BYOK)** — each user supplies their own ConnectWise member keys; ConnectWise enforces that member's security role, and every write is attributed to the *actual person*
 - **Transports** — stdio for local use, streamable HTTP for shared deployments; Docker image included
 
 ## Quick start (local, stdio)
@@ -85,7 +88,7 @@ Tools are grouped into **toolsets** so a session only sees the capabilities it n
 | Toolset key | Tools |
 |---|---|
 | `tickets` | `cw_search_tickets`, `cw_my_tickets`, `cw_get_ticket`, `cw_create_ticket`, `cw_update_ticket`, `cw_add_ticket_note`, `cw_list_boards`, `cw_get_board`, `cw_list_priorities`, `cw_list_ticket_time`, `cw_list_ticket_tasks` |
-| `time` | `cw_create_time_entry`, `cw_list_my_time`, `cw_list_work_roles`, `cw_list_my_timesheets`, `cw_submit_timesheet` |
+| `time` | `cw_create_time_entry`, `cw_update_time_entry`, `cw_list_my_time`, `cw_list_work_roles`, `cw_list_my_timesheets`, `cw_submit_timesheet` |
 | `companies` | `cw_search_companies`, `cw_get_company`, `cw_search_contacts`, `cw_get_contact`, `cw_list_company_sites` |
 | `configurations` | `cw_list_configurations`, `cw_get_configuration` |
 | `schedule` | `cw_list_schedule_entries`, `cw_my_schedule`, `cw_schedule_ticket`, `cw_update_schedule_entry`, `cw_delete_schedule_entry`, `cw_member_availability`, `cw_list_members`, `cw_get_member` |

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",

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "mcp-connectwise-psa",
-  "version": "0.3.0",
+  "version": "0.3.1",
   "description": "MCP server for ConnectWise PSA (Manage) — tickets, time entries, companies, and configurations for technicians, with per-tech API keys (BYOK) so writes are attributed to the real member",
   "mcpName": "io.github.selic/mcp-connectwise-psa",
   "type": "module",