mcp-zenskar 1.1.6 → 1.1.8

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "mcp-zenskar",
-  "version": "1.1.6",
+  "version": "1.1.8",
   "description": "Model Context Protocol (MCP) server for Zenskar API - customer management, invoicing, and billing operations",
   "main": "src/server.js",
   "bin": {

package/src/mcp-config.json

@@ -72,13 +72,6 @@
           "required": false,
           "position": "query"
         },
-        {
-          "name": "id__ilike",
-          "description": "Case-insensitive partial match for customer ID.",
-          "type": "string",
-          "required": false,
-          "position": "query"
-        },
         {
           "name": "id__in",
           "description": "Filter by a comma-separated list of customer IDs.",
@@ -279,8 +272,8 @@
           "position": "query"
         },
         {
-          "name": "customer_external_id",
-          "description": "Filter invoices by a customer's external ID.",
+          "name": "customer__external_id",
+          "description": "Filter invoices by a customer's external ID (nested filter).",
           "type": "string",
           "required": false,
           "position": "query"
@@ -428,9 +421,9 @@
           "position": "path"
         },
         {
-          "name": "customer_id",
-          "description": "The ID of the customer associated with the invoice (optional).",
-          "type": "string",
+          "name": "include_line_items",
+          "description": "Whether to include line items in the response.",
+          "type": "boolean",
           "required": false,
           "position": "query"
         }
@@ -502,7 +495,7 @@
           "position": "path"
         },
         {
-          "name": "invoiceJsonKey",
+          "name": "invoice_json_key",
           "description": "Optional key for invoice JSON.",
           "type": "string",
           "required": false,
@@ -1002,22 +995,6 @@
           "required": true,
           "position": "body"
         },
-        {
-          "name": "connector",
-          "description": "Connector that owns this raw metric (e.g., push_to_zenskar).",
-          "type": "string",
-          "required": true,
-          "position": "body",
-          "default": "push_to_zenskar"
-        },
-        {
-          "name": "api_type",
-          "description": "API type for ingestion (typically PUSH).",
-          "type": "string",
-          "required": false,
-          "position": "body",
-          "default": "PUSH"
-        },
         {
           "name": "dataschema",
           "description": "Data schema of raw metric (JSON object). Structure: {\"data\": {custom_fields}, \"timestamp\": \"DateTime64\", \"customer_id\": \"String\"}. The 'data' map must include only valid ClickHouse types (String, Int64, Float64, Date32, DateTime64, UUID, Bool); use 'Bool' instead of 'Boolean'.",
@@ -1472,8 +1449,7 @@
         "cancelText": "Cancel",
         "sensitiveFields": [
           "prompt_name",
-          "prompt_text",
-          "document_id"
+          "prompt_text"
         ]
       },
       "args": [
@@ -1491,13 +1467,6 @@
           "required": true,
           "position": "body"
         },
-        {
-          "name": "document_id",
-          "description": "The ID of the contract document this prompt is for.",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
         {
           "name": "prompt_schema",
           "description": "Optional schema for the prompt (e.g., 'billing_schema'). Can be null.",
@@ -1553,20 +1522,6 @@
           "required": false,
           "position": "query"
         },
-        {
-          "name": "id__ilike",
-          "description": "Contract ID (case-insensitive partial match).",
-          "type": "string",
-          "required": false,
-          "position": "query"
-        },
-        {
-          "name": "id__like",
-          "description": "Contract ID (case-sensitive partial match).",
-          "type": "string",
-          "required": false,
-          "position": "query"
-        },
         {
           "name": "id__in",
           "description": "Filter by a comma-separated list of Contract IDs.",
@@ -1954,7 +1909,7 @@
         }
       ],
       "requestTemplate": {
-        "url": "/invoice/{invoiceId}/approve",
+        "url": "/invoices/{invoiceId}/approve",
         "method": "PATCH",
         "headers": {
           "Content-Type": "application/json"
@@ -2032,9 +1987,9 @@
         },
         {
           "name": "phone_number",
-          "description": "Business Entity phone number with country code (Required).",
+          "description": "Business Entity phone number with country code (optional).",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body",
           "default": "+911234567890"
         },
@@ -2449,7 +2404,6 @@
             "draft",
             "active",
             "paused",
-            "expired",
             "disputed"
           ]
         },
@@ -2470,9 +2424,9 @@
         },
         {
           "name": "end_date",
-          "description": "Contract end date in ISO 8601 format (e.g., '2025-12-31T23:59:59.999999').",
+          "description": "Contract end date in ISO 8601 format (e.g., '2025-12-31T23:59:59.999999'). Optional — omit for open-ended contracts.",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -2491,15 +2445,15 @@
         },
         {
           "name": "renewal_policy",
-          "description": "Contract renewal policy (defaults to 'do_not_renew').",
+          "description": "Contract renewal policy. Currently only 'do_not_renew' is supported at runtime.",
           "type": "string",
           "required": false,
           "position": "body",
           "default": "do_not_renew",
           "enum": [
-            "do_not_renew",
-            "auto_renew",
-            "manual"
+            "renew_with_default_contract",
+            "renew_with_existing",
+            "do_not_renew"
           ]
         },
         {
@@ -2512,9 +2466,9 @@
         },
         {
           "name": "phases",
-          "description": "Array of contract phases with pricing details. Each phase includes name, start_date, end_date, phase_type, and pricings array.",
+          "description": "Array of contract phases with pricing details. Each phase includes name, start_date, end_date, phase_type, and pricings array. Defaults to empty array if omitted.",
           "type": "array",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -2586,7 +2540,7 @@
         },
         {
           "name": "status",
-          "description": "Contract status: draft, active, paused, expired, or disputed.",
+          "description": "Contract status: draft, active, paused, or disputed. Cannot set to 'expired' via update.",
           "type": "string",
           "required": true,
           "position": "body",
@@ -2594,7 +2548,6 @@
             "draft",
             "active",
             "paused",
-            "expired",
             "disputed"
           ]
         },
@@ -2656,9 +2609,9 @@
         },
         {
           "name": "phases",
-          "description": "REQUIRED — Array of contract phases. Without this the API returns 500. Copy phases from getContractById response. Each phase needs at minimum: name, start_date, end_date. Include pricings array if the phase has pricing.",
+          "description": "Array of contract phases. Each phase needs at minimum: name, start_date, end_date. Include pricings array if the phase has pricing. Defaults to empty array if omitted.",
           "type": "array",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -3074,15 +3027,15 @@
         },
         {
           "name": "from_date",
-          "description": "Start date of the billing period (e.g. 2026-03-01).",
-          "type": "string",
+          "description": "Start date of the billing period as a UNIX timestamp in seconds (e.g. 1709251200 for 2024-03-01). Must be an integer, NOT a date string.",
+          "type": "number",
           "required": true,
           "position": "body"
         },
         {
           "name": "to_date",
-          "description": "End date of the billing period (e.g. 2026-03-31).",
-          "type": "string",
+          "description": "End date of the billing period as a UNIX timestamp in seconds (e.g. 1711929600 for 2024-03-31). Must be an integer, NOT a date string.",
+          "type": "number",
           "required": true,
           "position": "body"
         }
@@ -3258,34 +3211,41 @@
     },
     {
       "name": "createPayment",
-      "description": "Record a payment against an invoice. Payment method enum: card, cash, check, charge_back, bank_transfer, direct_debit, other, credits, etc. Type enum: payment, refund, payment_reversal, authorization, tax_withheld. For manual payments use payment_method='other' and type='payment'. Note: customer_id is required.",
+      "description": "Record a payment. Link to invoices via payment_parts array. Payment method enum: card, cash, check, charge_back, bank_transfer, direct_debit, other, credits, etc. Type enum: payment, refund, payment_reversal, authorization, tax_withheld. For manual payments use payment_method='other' and type='payment'.",
       "args": [
         {
-          "name": "invoice_id",
-          "description": "UUID of the invoice this payment is for.",
+          "name": "customer_id",
+          "description": "UUID of the customer making the payment.",
           "type": "string",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "amount",
+          "description": "Total payment amount in the smallest currency unit (e.g. cents).",
+          "type": "number",
           "required": true,
           "position": "body"
         },
         {
-          "name": "customer_id",
-          "description": "UUID of the customer making the payment.",
+          "name": "currency_code",
+          "description": "Three-letter ISO 4217 currency code (e.g. USD).",
           "type": "string",
           "required": true,
           "position": "body"
         },
         {
-          "name": "amount",
-          "description": "Payment amount in the currency specified.",
-          "type": "number",
-          "required": true,
+          "name": "payment_parts",
+          "description": "Array of invoice allocations. Each element: {invoice_id: 'UUID', amount: 10000}. Links the payment to one or more invoices.",
+          "type": "array",
+          "required": false,
           "position": "body"
         },
         {
           "name": "payment_method",
           "description": "Payment method: card, cash, check, charge_back, bank_transfer, direct_debit, other, credits, ach_credit_transfer, etc. Use 'other' for manual payments.",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body",
           "enum": [
             "card",
@@ -3303,13 +3263,6 @@
             "ach_credit_transfer"
           ]
         },
-        {
-          "name": "currency_code",
-          "description": "Three-letter ISO 4217 currency code (e.g. USD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
         {
           "name": "type",
           "description": "Payment type: payment, refund, payment_reversal, authorization, or tax_withheld.",
@@ -3325,12 +3278,26 @@
             "tax_withheld"
           ]
         },
+        {
+          "name": "status",
+          "description": "Payment status.",
+          "type": "string",
+          "required": false,
+          "position": "body"
+        },
         {
           "name": "external_id",
           "description": "External reference ID for this payment.",
           "type": "string",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "timestamp",
+          "description": "Payment timestamp in ISO 8601 format.",
+          "type": "string",
+          "required": false,
+          "position": "body"
         }
       ],
       "requestTemplate": {
@@ -3346,7 +3313,7 @@
     },
     {
       "name": "updatePayment",
-      "description": "Update a payment's details such as status.",
+      "description": "Update a payment's invoice allocations (payment_parts).",
       "args": [
         {
           "name": "paymentId",
@@ -3356,16 +3323,9 @@
           "position": "path"
         },
         {
-          "name": "status",
-          "description": "New payment status.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "amount",
-          "description": "Updated payment amount.",
-          "type": "number",
+          "name": "payment_parts",
+          "description": "Updated array of invoice allocations. Each element: {invoice_id: 'UUID', amount: 10000}.",
+          "type": "array",
           "required": false,
           "position": "body"
         }
@@ -3416,7 +3376,7 @@
           "position": "path"
         },
         {
-          "name": "amount",
+          "name": "refund_amount",
           "description": "Amount to refund.",
           "type": "number",
           "required": true,
@@ -3490,15 +3450,29 @@
           "position": "body"
         },
         {
-          "name": "payment_method",
-          "description": "Updated payment method.",
+          "name": "payment_method_details",
+          "description": "Updated payment method details object.",
+          "type": "object",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "payment_parts",
+          "description": "Updated invoice allocations. Array of {invoice_id, amount}.",
+          "type": "array",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "external_id",
+          "description": "Updated external reference ID.",
           "type": "string",
           "required": false,
           "position": "body"
         },
         {
-          "name": "currency_code",
-          "description": "Updated currency code.",
+          "name": "timestamp",
+          "description": "Updated payment timestamp in ISO 8601 format.",
           "type": "string",
           "required": false,
           "position": "body"
@@ -3655,8 +3629,8 @@
           "position": "query"
         },
         {
-          "name": "search",
-          "description": "Search by product name.",
+          "name": "name__ilike",
+          "description": "Case-insensitive partial match for product name.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -3730,8 +3704,8 @@
           "position": "query"
         },
         {
-          "name": "search",
-          "description": "Search query to filter accounts by name or other fields. Format: 'field=value'.",
+          "name": "name__ilike",
+          "description": "Case-insensitive partial match for account name.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -3759,13 +3733,6 @@
           "required": true,
           "position": "body"
         },
-        {
-          "name": "account_code",
-          "description": "Unique account code/number.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
         {
           "name": "account_category",
           "description": "Category of account. Valid values: 'Assets', 'Liabilities', 'Equity', 'Income', 'Expenses'.",
@@ -3781,9 +3748,9 @@
           "position": "body"
         },
         {
-          "name": "parent_account_id",
-          "description": "ID of the parent account for hierarchical structure.",
-          "type": "string",
+          "name": "custom_data",
+          "description": "Custom data object for the account.",
+          "type": "object",
           "required": false,
           "position": "body"
         }
@@ -3818,8 +3785,8 @@
           "position": "query"
         },
         {
-          "name": "search",
-          "description": "Search query to filter journal entries. Format: 'field=value'.",
+          "name": "search_query",
+          "description": "Search query to filter journal entries.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -3841,10 +3808,10 @@
       "description": "Create a new manual journal entry with debit and credit lines.",
       "args": [
         {
-          "name": "date",
-          "description": "Date of the journal entry (YYYY-MM-DD).",
+          "name": "posted_at",
+          "description": "Posting date of the journal entry in ISO 8601 format (e.g., '2026-01-15T00:00:00').",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -3863,17 +3830,25 @@
         },
         {
           "name": "journal_lines",
-          "description": "Array of journal lines. Each line requires: {account_id, debits, credits, currency}. Use 'debits' and 'credits' (plural, integers in cents). Example: [{account_id:'...', debits:10000, credits:0, currency:'USD'}, {account_id:'...', debits:0, credits:10000, currency:'USD'}].",
+          "description": "Array of journal lines. Each line requires: {account_id, debits, credits, currency}. Use 'debits' and 'credits' (plural, integers in cents). Example: [{account_id:'...', debits:10000, credits:0, currency:'USD'}, {account_id:'...', debits:0, credits:10000, currency:'USD'}]. Optional tags: customer_id, contract_id, invoice_id, custom_tags.",
           "type": "array",
           "required": true,
           "position": "body"
         },
         {
-          "name": "reference",
-          "description": "External reference number.",
-          "type": "string",
+          "name": "custom_data",
+          "description": "Additional metadata as key-value pairs.",
+          "type": "object",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "status_type",
+          "description": "Journal entry status (default: 'posted').",
+          "type": "string",
+          "required": false,
+          "position": "body",
+          "default": "posted"
         }
       ],
       "requestTemplate": {
@@ -3929,8 +3904,8 @@
           "position": "query"
         },
         {
-          "name": "search",
-          "description": "Search query to filter journal lines. Format: 'field=value'.",
+          "name": "search_query",
+          "description": "Search query to filter journal lines.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -3952,8 +3927,15 @@
       "description": "Retrieve the balance sheet report showing assets, liabilities, and equity.",
       "args": [
         {
-          "name": "as_of_date",
-          "description": "Date for the balance sheet snapshot (YYYY-MM-DD). Defaults to today.",
+          "name": "start_date",
+          "description": "Start date for the balance sheet period (YYYY-MM-DD).",
+          "type": "string",
+          "required": false,
+          "position": "query"
+        },
+        {
+          "name": "end_date",
+          "description": "End date for the balance sheet period (YYYY-MM-DD). Defaults to today.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -4012,7 +3994,7 @@
           "position": "path"
         },
         {
-          "name": "as_of_date",
+          "name": "as_of",
           "description": "Date for the balance snapshot (YYYY-MM-DD).",
           "type": "string",
           "required": false,
@@ -4057,7 +4039,7 @@
         },
         {
           "name": "type",
-          "description": "Product type. Use 'product' for standard products, 'service' for services.",
+          "description": "Product type. Valid values: 'product' (standard product) or 'group' (product group).",
           "type": "string",
           "required": true,
           "position": "body"
@@ -4185,7 +4167,7 @@
     },
     {
       "name": "createProductPricing",
-      "description": "Create a new pricing configuration for a product.",
+      "description": "Create a new pricing configuration for a product. The pricing_data object is a discriminated union — the 'pricing_type' field determines which pricing model schema to use.",
       "args": [
         {
           "name": "productId",
@@ -4196,45 +4178,45 @@
         },
         {
           "name": "name",
-          "description": "Name of the pricing.",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "pricing_model",
-          "description": "Pricing model type (e.g., 'flat_fee', 'per_unit', 'tiered', 'volume', 'staircase', 'percentage').",
+          "description": "Name of the pricing (optional).",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
-          "name": "currency",
-          "description": "Currency code (e.g., 'USD').",
+          "name": "description",
+          "description": "Description of this pricing configuration.",
           "type": "string",
           "required": false,
           "position": "body"
         },
         {
           "name": "pricing_data",
-          "description": "Pricing data object. Must include 'pricing_type' discriminator matching pricing_model. For flat_fee: {pricing_type:'flat_fee', unit_amount:10000} (amount in cents). For per_unit: {pricing_type:'per_unit', unit_amount:500}.",
+          "description": "Pricing data object (required). Must include 'pricing_type' discriminator. Supported types: flat_fee: {pricing_type:'flat_fee', unit_amount:10000}. per_unit: {pricing_type:'per_unit', unit_amount:500}. tiered: {pricing_type:'tiered', unit_amount:[1000,500], up_to:[100,null]}. volume: {pricing_type:'volume', unit_amount:[1000,500], up_to:[100,null]}. percent: {pricing_type:'percent', percentage:5.0}. package: {pricing_type:'package', package_size:10, unit_amount:5000}. step: {pricing_type:'step', unit_amount:[...], up_to:[...]}. matrix: {pricing_type:'matrix', dimensions:[...], values:[...]}.",
           "type": "object",
           "required": true,
           "position": "body"
         },
         {
-          "name": "billing_frequency",
-          "description": "Billing frequency (e.g., 'monthly', 'quarterly', 'annually').",
-          "type": "string",
+          "name": "billing_period",
+          "description": "Billing cadence for this pricing. Object with 'cadence' (ISO 8601 duration, e.g. 'P1M' for monthly, 'P3M' for quarterly, 'P1Y' for annually) and optional 'offset'. Example: {cadence: 'P1M'}.",
+          "type": "object",
           "required": false,
           "position": "body"
         },
         {
-          "name": "invoice_timing",
-          "description": "When to invoice: 'in_advance' or 'in_arrears'.",
-          "type": "string",
+          "name": "is_recurring",
+          "description": "Whether this pricing is recurring (true) or one-time (false).",
+          "type": "boolean",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "return_existing",
+          "description": "If true, returns existing pricing with matching hash instead of creating a duplicate.",
+          "type": "boolean",
+          "required": false,
+          "position": "query"
         }
       ],
       "requestTemplate": {
@@ -4267,8 +4249,15 @@
           "position": "query"
         },
         {
-          "name": "search",
-          "description": "Search query to filter plans. Format: 'field=value'.",
+          "name": "name__ilike",
+          "description": "Case-insensitive partial match for plan name.",
+          "type": "string",
+          "required": false,
+          "position": "query"
+        },
+        {
+          "name": "status",
+          "description": "Filter by plan status. Valid values: draft, active, archived.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -4310,7 +4299,7 @@
     },
     {
       "name": "createPlan",
-      "description": "Create a new plan (template) that defines a reusable contract structure with phases and pricing.",
+      "description": "Create a new plan (template) that defines a reusable contract structure with products and pricing.",
       "args": [
         {
           "name": "name",
@@ -4320,22 +4309,29 @@
           "position": "body"
         },
         {
-          "name": "description",
-          "description": "Description of the plan.",
+          "name": "currency",
+          "description": "Three-letter ISO 4217 currency code (e.g., 'USD', 'EUR', 'GBP').",
           "type": "string",
+          "required": true,
+          "position": "body"
+        },
+        {
+          "name": "display_config",
+          "description": "Customer-facing display content. Object with fields like title, description, etc.",
+          "type": "object",
           "required": false,
           "position": "body"
         },
         {
-          "name": "currency",
-          "description": "Three-letter ISO 4217 currency code (e.g., 'USD', 'EUR', 'GBP').",
+          "name": "duration",
+          "description": "Billing period in ISO 8601 duration format (e.g., 'P1M' for monthly, 'P1Y' for yearly).",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
-          "name": "phases",
-          "description": "Array of plan phases, each with name, pricings, etc.",
+          "name": "products",
+          "description": "Array of products to add to plan, each with product_id and pricing configuration.",
           "type": "array",
           "required": false,
           "position": "body"
@@ -4346,6 +4342,20 @@
           "type": "object",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "status",
+          "description": "Plan status. Default: 'draft'. Options: 'draft', 'active', 'archived'.",
+          "type": "string",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "business_entity_id",
+          "description": "Business entity ID for invoicing.",
+          "type": "string",
+          "required": false,
+          "position": "body"
         }
       ],
       "requestTemplate": {
@@ -4409,9 +4419,9 @@
         },
         {
           "name": "end_date",
-          "description": "End date for the estimate (YYYY-MM-DD).",
+          "description": "End date for the estimate (YYYY-MM-DD). Optional — calculated from plan duration if omitted.",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         }
       ],
@@ -4431,8 +4441,8 @@
       "description": "Retrieve a list of custom attribute definitions configured for the organization.",
       "args": [
         {
-          "name": "entity_type",
-          "description": "Filter by entity type (e.g., 'customer', 'contract', 'invoice', 'product').",
+          "name": "module",
+          "description": "Filter by module. Valid values: 'customers', 'contracts', 'invoices', 'payments', 'products', 'plans'.",
           "type": "string",
           "required": false,
           "position": "query"
@@ -4476,7 +4486,7 @@
         },
         {
           "name": "data_type",
-          "description": "Data type of the attribute (e.g., 'string', 'number', 'boolean', 'date', 'enum').",
+          "description": "Data type of the attribute. Valid values: 'STRING', 'INTEGER', 'FLOAT', 'BOOLEAN', 'LIST_STRING', 'ENUM', 'JSON', 'DATE'.",
           "type": "string",
           "required": true,
           "position": "body"
@@ -4548,23 +4558,9 @@
           "position": "body"
         },
         {
-          "name": "tax_code",
-          "description": "Tax code identifier.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "description",
-          "description": "Description of the tax category.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "rate",
-          "description": "Tax rate as a decimal (e.g., 0.1 for 10%).",
-          "type": "number",
+          "name": "external_codes",
+          "description": "Array of external tax code mappings (e.g., [{ \"provider\": \"avalara\", \"code\": \"P0000000\" }]).",
+          "type": "array",
           "required": false,
           "position": "body"
         }
@@ -4580,189 +4576,6 @@
         "prependBody": "## Created Tax Category\n\n"
       }
     },
-    {
-      "name": "createQuote",
-      "description": "Create a new quote/proposal for a customer.",
-      "args": [
-        {
-          "name": "name",
-          "description": "Name/title of the quote.",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "currency",
-          "description": "Currency code (e.g., 'USD').",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "line_items",
-          "description": "Array of line items for the quote. Each item includes product/pricing details.",
-          "type": "array",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "customer_id",
-          "description": "The customer ID this quote is for (required for non-amendment quotes).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "description",
-          "description": "Description of the quote.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "start_date",
-          "description": "Start date for the quote (YYYY-MM-DD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "end_date",
-          "description": "End date for the quote (YYYY-MM-DD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "custom_attributes",
-          "description": "Custom attributes as key-value pairs.",
-          "type": "object",
-          "required": false,
-          "position": "body"
-        }
-      ],
-      "requestTemplate": {
-        "url": "/quotes",
-        "method": "POST",
-        "headers": {
-          "Content-Type": "application/json"
-        }
-      },
-      "responseTemplate": {
-        "prependBody": "## Created Quote\n\n"
-      }
-    },
-    {
-      "name": "previewQuoteEstimate",
-      "description": "Preview the estimated billing for a quote before creating it. Requires customer_id, currency, and line_items at minimum. Use getProductPricings to find valid product_id + pricing_id combos for line_items.",
-      "args": [
-        {
-          "name": "customer_id",
-          "description": "The customer ID for the estimate.",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "currency",
-          "description": "Three-letter ISO 4217 currency code (e.g. USD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "line_items",
-          "description": "Array of line items. Each item: {product_id, pricing_id}. The pricing_id must belong to the product_id — use getProductPricings to find valid combos.",
-          "type": "array",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "plan_id",
-          "description": "Plan ID to estimate (alternative to line_items).",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "start_date",
-          "description": "Start date (YYYY-MM-DD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "end_date",
-          "description": "End date (YYYY-MM-DD).",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "phases",
-          "description": "Array of quote phases with pricing.",
-          "type": "array",
-          "required": false,
-          "position": "body"
-        }
-      ],
-      "requestTemplate": {
-        "url": "/quotes/preview",
-        "method": "POST",
-        "headers": {
-          "Content-Type": "application/json"
-        }
-      },
-      "responseTemplate": {
-        "prependBody": "## Quote Estimate Preview\n\n"
-      }
-    },
-    {
-      "name": "getQuoteById",
-      "description": "Retrieve a quote by its ID, including phases, pricing, and status.",
-      "args": [
-        {
-          "name": "quoteId",
-          "description": "The unique identifier of the quote.",
-          "type": "string",
-          "required": true,
-          "position": "path"
-        }
-      ],
-      "requestTemplate": {
-        "url": "/quotes/{quoteId}",
-        "method": "GET",
-        "headers": {
-          "Content-Type": "application/json"
-        }
-      },
-      "responseTemplate": {
-        "prependBody": "## Quote Details\n\n"
-      }
-    },
-    {
-      "name": "acceptQuote",
-      "description": "Accept a quote, converting it into an active contract.",
-      "args": [
-        {
-          "name": "quoteId",
-          "description": "The unique identifier of the quote to accept.",
-          "type": "string",
-          "required": true,
-          "position": "path"
-        }
-      ],
-      "requestTemplate": {
-        "url": "/quotes/{quoteId}/accept",
-        "method": "POST",
-        "headers": {
-          "Content-Type": "application/json"
-        }
-      },
-      "responseTemplate": {
-        "prependBody": "## Accepted Quote\n\n"
-      }
-    },
     {
       "name": "listJobs",
       "description": "Retrieve a paginated list of async jobs (invoice generation, revenue recognition, etc.).",
@@ -4838,7 +4651,7 @@
           "name": "first_name",
           "description": "First name of the contact.",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -4856,22 +4669,15 @@
           "position": "body"
         },
         {
-          "name": "phone",
-          "description": "Phone number of the contact.",
-          "type": "string",
-          "required": false,
-          "position": "body"
-        },
-        {
-          "name": "designation",
-          "description": "Job title/designation of the contact.",
-          "type": "string",
+          "name": "send_contract",
+          "description": "Whether to send contracts to this contact.",
+          "type": "boolean",
           "required": false,
           "position": "body"
         },
         {
-          "name": "is_primary",
-          "description": "Whether this is the primary contact.",
+          "name": "send_invoice",
+          "description": "Whether to send invoices to this contact.",
           "type": "boolean",
           "required": false,
           "position": "body"
@@ -4890,7 +4696,7 @@
     },
     {
       "name": "updateContact",
-      "description": "Update an existing contact's details. Requires customer (customer ID) and email even for partial updates.",
+      "description": "Update an existing contact's details. Supports partial updates.",
       "args": [
         {
           "name": "contactId",
@@ -4901,9 +4707,9 @@
         },
         {
           "name": "customer",
-          "description": "The customer ID (UUID) this contact belongs to. Required even for updates.",
+          "description": "The customer ID (UUID) this contact belongs to.",
           "type": "string",
-          "required": true,
+          "required": false,
           "position": "body"
         },
         {
@@ -4922,28 +4728,21 @@
         },
         {
           "name": "email",
-          "description": "Email address of the contact. Required even for updates.",
-          "type": "string",
-          "required": true,
-          "position": "body"
-        },
-        {
-          "name": "phone",
-          "description": "Updated phone number.",
+          "description": "Updated email address.",
           "type": "string",
           "required": false,
           "position": "body"
         },
         {
-          "name": "designation",
-          "description": "Updated job title/designation.",
-          "type": "string",
+          "name": "send_contract",
+          "description": "Whether to send contracts to this contact.",
+          "type": "boolean",
           "required": false,
           "position": "body"
         },
         {
-          "name": "is_primary",
-          "description": "Whether this is the primary contact.",
+          "name": "send_invoice",
+          "description": "Whether to send invoices to this contact.",
           "type": "boolean",
           "required": false,
           "position": "body"
@@ -5039,9 +4838,9 @@
           "position": "body"
         },
         {
-          "name": "tax_id",
-          "description": "Updated tax ID.",
-          "type": "string",
+          "name": "tax_config",
+          "description": "Tax configuration object (e.g., { \"tax_id\": \"...\", \"tax_provider\": \"...\" }).",
+          "type": "object",
           "required": false,
           "position": "body"
         },
@@ -5148,11 +4947,25 @@
           "position": "body"
         },
         {
-          "name": "address_type",
-          "description": "Type of address (e.g., 'billing', 'shipping').",
+          "name": "line3",
+          "description": "Address line 3.",
           "type": "string",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "is_default_billing",
+          "description": "Set as default billing address. Default: false.",
+          "type": "boolean",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "is_default_shipping",
+          "description": "Set as default shipping address. Default: false.",
+          "type": "boolean",
+          "required": false,
+          "position": "body"
         }
       ],
       "requestTemplate": {
@@ -5232,6 +5045,27 @@
           "type": "string",
           "required": false,
           "position": "body"
+        },
+        {
+          "name": "line3",
+          "description": "Updated address line 3.",
+          "type": "string",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "is_default_billing",
+          "description": "Set as default billing address.",
+          "type": "boolean",
+          "required": false,
+          "position": "body"
+        },
+        {
+          "name": "is_default_shipping",
+          "description": "Set as default shipping address.",
+          "type": "boolean",
+          "required": false,
+          "position": "body"
         }
       ],
       "requestTemplate": {
@@ -5287,14 +5121,14 @@
           "position": "body"
         },
         {
-          "name": "gateway",
-          "description": "Payment gateway name (e.g., 'stripe').",
+          "name": "connector",
+          "description": "Payment connector name (e.g., 'stripe').",
           "type": "string",
           "required": false,
           "position": "body"
         },
         {
-          "name": "is_default",
+          "name": "set_as_default",
           "description": "Whether to set as the default payment method.",
           "type": "boolean",
           "required": false,