modern-treasury-mcp 2.36.0

package/tools/legal-entity-associations/create-legal-entity-associations.mjs

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+// File generated from our OpenAPI spec by Stainless. See CONTRIBUTING.md for details.
+export const tool = {
+    name: 'create_legal_entity_associations',
+    description: 'create legal_entity_association',
+    inputSchema: {
+        type: 'object',
+        properties: {
+            parent_legal_entity_id: {
+                type: 'string',
+                description: 'The ID of the parent legal entity. This must be a business or joint legal entity.',
+            },
+            relationship_types: {
+                type: 'array',
+                items: {
+                    type: 'string',
+                    description: 'A list of relationship types for how the child entity relates to parent entity.',
+                    enum: ['beneficial_owner', 'control_person'],
+                },
+            },
+            child_legal_entity: {
+                type: 'object',
+                description: 'The child legal entity.',
+                properties: {
+                    addresses: {
+                        type: 'array',
+                        description: 'A list of addresses for the entity.',
+                        items: {
+                            type: 'object',
+                            properties: {
+                                country: {
+                                    type: 'string',
+                                    description: 'Country code conforms to [ISO 3166-1 alpha-2]',
+                                },
+                                line1: {
+                                    type: 'string',
+                                },
+                                locality: {
+                                    type: 'string',
+                                    description: 'Locality or City.',
+                                },
+                                postal_code: {
+                                    type: 'string',
+                                    description: 'The postal code of the address.',
+                                },
+                                region: {
+                                    type: 'string',
+                                    description: 'Region or State.',
+                                },
+                                address_types: {
+                                    type: 'array',
+                                    description: 'The types of this address.',
+                                    items: {
+                                        type: 'string',
+                                        enum: ['business', 'mailing', 'other', 'po_box', 'residential'],
+                                    },
+                                },
+                                line2: {
+                                    type: 'string',
+                                },
+                            },
+                            required: ['country', 'line1', 'locality', 'postal_code', 'region'],
+                        },
+                    },
+                    bank_settings: {
+                        type: 'object',
+                        properties: {
+                            id: {
+                                type: 'string',
+                            },
+                            backup_withholding_percentage: {
+                                type: 'integer',
+                                description: 'The percentage of backup withholding to apply to the legal entity.',
+                            },
+                            created_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            discarded_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            enable_backup_withholding: {
+                                type: 'boolean',
+                                description: 'Whether backup withholding is enabled. See more here - https://www.irs.gov/businesses/small-businesses-self-employed/backup-withholding.',
+                            },
+                            live_mode: {
+                                type: 'boolean',
+                                description: 'This field will be true if this object exists in the live environment or false if it exists in the test environment.',
+                            },
+                            object: {
+                                type: 'string',
+                            },
+                            privacy_opt_out: {
+                                type: 'boolean',
+                                description: 'Cross River Bank specific setting to opt out of privacy policy.',
+                            },
+                            regulation_o: {
+                                type: 'boolean',
+                                description: 'It covers, among other types of insider loans, extensions of credit by a member bank to an executive officer, director, or principal shareholder of the member bank; a bank holding company of which the member bank is a subsidiary; and any other subsidiary of that bank holding company.',
+                            },
+                            updated_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                        },
+                        required: [
+                            'id',
+                            'backup_withholding_percentage',
+                            'created_at',
+                            'discarded_at',
+                            'enable_backup_withholding',
+                            'live_mode',
+                            'object',
+                            'privacy_opt_out',
+                            'regulation_o',
+                            'updated_at',
+                        ],
+                    },
+                    business_name: {
+                        type: 'string',
+                        description: "The business's legal business name.",
+                    },
+                    citizenship_country: {
+                        type: 'string',
+                        description: 'The country of citizenship for an individual.',
+                    },
+                    compliance_details: {
+                        type: 'object',
+                        properties: {
+                            id: {
+                                type: 'string',
+                            },
+                            created_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            discarded_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            issuer: {
+                                type: 'string',
+                                description: 'The issuer of the compliance token.',
+                            },
+                            live_mode: {
+                                type: 'boolean',
+                                description: 'This field will be true if this object exists in the live environment or false if it exists in the test environment.',
+                            },
+                            object: {
+                                type: 'string',
+                            },
+                            token_expires_at: {
+                                type: 'string',
+                                description: 'The timestamp when the compliance token expires.',
+                                format: 'date-time',
+                            },
+                            token_issued_at: {
+                                type: 'string',
+                                description: 'The timestamp when the compliance token was issued.',
+                                format: 'date-time',
+                            },
+                            token_url: {
+                                type: 'string',
+                                description: 'The URL to the compliance token. (ex. provider portal URL)',
+                            },
+                            updated_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            validated: {
+                                type: 'boolean',
+                                description: 'Whether entity corresponding to the compliance token has been validated.',
+                            },
+                            validated_at: {
+                                type: 'string',
+                                description: 'The timestamp when the entity was validated.',
+                                format: 'date-time',
+                            },
+                        },
+                        required: [
+                            'id',
+                            'created_at',
+                            'discarded_at',
+                            'issuer',
+                            'live_mode',
+                            'object',
+                            'token_expires_at',
+                            'token_issued_at',
+                            'token_url',
+                            'updated_at',
+                            'validated',
+                            'validated_at',
+                        ],
+                    },
+                    date_formed: {
+                        type: 'string',
+                        description: "A business's formation date (YYYY-MM-DD).",
+                        format: 'date',
+                    },
+                    date_of_birth: {
+                        type: 'string',
+                        description: "An individual's date of birth (YYYY-MM-DD).",
+                        format: 'date',
+                    },
+                    doing_business_as_names: {
+                        type: 'array',
+                        items: {
+                            type: 'string',
+                            description: 'A list of "Doing Business As" (DBA) / trade names for a business, different than their legal business name.',
+                        },
+                    },
+                    email: {
+                        type: 'string',
+                        description: "The entity's primary email.",
+                    },
+                    first_name: {
+                        type: 'string',
+                        description: "An individual's first name.",
+                    },
+                    identifications: {
+                        type: 'array',
+                        description: 'A list of identifications for the legal entity.',
+                        items: {
+                            type: 'object',
+                            properties: {
+                                id_number: {
+                                    type: 'string',
+                                    description: 'The ID number of identification document.',
+                                },
+                                id_type: {
+                                    type: 'string',
+                                    description: 'The type of ID number.',
+                                    enum: [
+                                        'ar_cuil',
+                                        'ar_cuit',
+                                        'br_cnpj',
+                                        'br_cpf',
+                                        'cl_run',
+                                        'cl_rut',
+                                        'co_cedulas',
+                                        'co_nit',
+                                        'hn_id',
+                                        'hn_rtn',
+                                        'in_lei',
+                                        'kr_brn',
+                                        'kr_crn',
+                                        'kr_rrn',
+                                        'passport',
+                                        'sa_tin',
+                                        'sa_vat',
+                                        'us_ein',
+                                        'us_itin',
+                                        'us_ssn',
+                                        'vn_tin',
+                                    ],
+                                },
+                                issuing_country: {
+                                    type: 'string',
+                                    description: 'The ISO 3166-1 alpha-2 country code of the country that issued the identification',
+                                },
+                            },
+                            required: ['id_number', 'id_type'],
+                        },
+                    },
+                    industry_classifications: {
+                        type: 'array',
+                        description: 'A list of industry classifications for the legal entity.',
+                        items: {
+                            type: 'object',
+                            properties: {
+                                id: {
+                                    type: 'string',
+                                },
+                                classification_codes: {
+                                    type: 'array',
+                                    description: 'The industry classification codes for the legal entity.',
+                                    items: {
+                                        type: 'string',
+                                    },
+                                },
+                                classification_type: {
+                                    type: 'string',
+                                    description: 'The classification system of the classification codes.',
+                                    enum: [
+                                        'anzsic',
+                                        'bics',
+                                        'gics',
+                                        'hsics',
+                                        'icb',
+                                        'isic',
+                                        'mgecs',
+                                        'nace',
+                                        'naics',
+                                        'rbics',
+                                        'sic',
+                                        'sni',
+                                        'trbc',
+                                        'uksic',
+                                        'unspsc',
+                                    ],
+                                },
+                                created_at: {
+                                    type: 'string',
+                                    format: 'date-time',
+                                },
+                                discarded_at: {
+                                    type: 'string',
+                                    format: 'date-time',
+                                },
+                                live_mode: {
+                                    type: 'boolean',
+                                    description: 'This field will be true if this object exists in the live environment or false if it exists in the test environment.',
+                                },
+                                object: {
+                                    type: 'string',
+                                },
+                                updated_at: {
+                                    type: 'string',
+                                    format: 'date-time',
+                                },
+                            },
+                            required: [
+                                'id',
+                                'classification_codes',
+                                'classification_type',
+                                'created_at',
+                                'discarded_at',
+                                'live_mode',
+                                'object',
+                                'updated_at',
+                            ],
+                        },
+                    },
+                    last_name: {
+                        type: 'string',
+                        description: "An individual's last name.",
+                    },
+                    legal_entity_type: {
+                        type: 'string',
+                        description: 'The type of legal entity.',
+                        enum: ['business', 'individual'],
+                    },
+                    legal_structure: {
+                        type: 'string',
+                        description: "The business's legal structure.",
+                        enum: ['corporation', 'llc', 'non_profit', 'partnership', 'sole_proprietorship', 'trust'],
+                    },
+                    metadata: {
+                        type: 'object',
+                        description: 'Additional data represented as key-value pairs. Both the key and value must be strings.',
+                    },
+                    middle_name: {
+                        type: 'string',
+                        description: "An individual's middle name.",
+                    },
+                    phone_numbers: {
+                        type: 'array',
+                        items: {
+                            type: 'object',
+                            description: 'A list of phone numbers in E.164 format.',
+                            properties: {
+                                phone_number: {
+                                    type: 'string',
+                                },
+                            },
+                            required: [],
+                        },
+                    },
+                    politically_exposed_person: {
+                        type: 'boolean',
+                        description: 'Whether the individual is a politically exposed person.',
+                    },
+                    preferred_name: {
+                        type: 'string',
+                        description: "An individual's preferred name.",
+                    },
+                    prefix: {
+                        type: 'string',
+                        description: "An individual's prefix.",
+                    },
+                    risk_rating: {
+                        type: 'string',
+                        description: 'The risk rating of the legal entity. One of low, medium, high.',
+                        enum: ['low', 'medium', 'high'],
+                    },
+                    suffix: {
+                        type: 'string',
+                        description: "An individual's suffix.",
+                    },
+                    wealth_and_employment_details: {
+                        type: 'object',
+                        properties: {
+                            id: {
+                                type: 'string',
+                            },
+                            annual_income: {
+                                type: 'integer',
+                                description: 'The annual income of the individual.',
+                            },
+                            created_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            discarded_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            employer_country: {
+                                type: 'string',
+                                description: 'The country in which the employer is located.',
+                            },
+                            employer_name: {
+                                type: 'string',
+                                description: 'The name of the employer.',
+                            },
+                            employer_state: {
+                                type: 'string',
+                                description: 'The state in which the employer is located.',
+                            },
+                            employment_status: {
+                                type: 'string',
+                                description: 'The employment status of the individual.',
+                                enum: ['employed', 'retired', 'self_employed', 'student', 'unemployed'],
+                            },
+                            income_country: {
+                                type: 'string',
+                                description: "The country in which the individual's income is earned.",
+                            },
+                            income_source: {
+                                type: 'string',
+                                description: "The source of the individual's income.",
+                                enum: [
+                                    'family_support',
+                                    'government_benefits',
+                                    'inheritance',
+                                    'investments',
+                                    'rental_income',
+                                    'retirement',
+                                    'salary',
+                                    'self_employed',
+                                ],
+                            },
+                            income_state: {
+                                type: 'string',
+                                description: "The state in which the individual's income is earned.",
+                            },
+                            industry: {
+                                type: 'string',
+                                description: 'The industry of the individual.',
+                                enum: [
+                                    'accounting',
+                                    'agriculture',
+                                    'automotive',
+                                    'chemical_manufacturing',
+                                    'construction',
+                                    'educational_medical',
+                                    'food_service',
+                                    'finance',
+                                    'gasoline',
+                                    'health_stores',
+                                    'laundry',
+                                    'maintenance',
+                                    'manufacturing',
+                                    'merchant_wholesale',
+                                    'mining',
+                                    'performing_arts',
+                                    'professional_non_legal',
+                                    'public_administration',
+                                    'publishing',
+                                    'real_estate',
+                                    'recreation_gambling',
+                                    'religious_charity',
+                                    'rental_services',
+                                    'retail_clothing',
+                                    'retail_electronics',
+                                    'retail_food',
+                                    'retail_furnishing',
+                                    'retail_home',
+                                    'retail_non_store',
+                                    'retail_sporting',
+                                    'transportation',
+                                    'travel',
+                                    'utilities',
+                                ],
+                            },
+                            live_mode: {
+                                type: 'boolean',
+                                description: 'This field will be true if this object exists in the live environment or false if it exists in the test environment.',
+                            },
+                            object: {
+                                type: 'string',
+                            },
+                            occupation: {
+                                type: 'string',
+                                description: 'The occupation of the individual.',
+                                enum: [
+                                    'consulting',
+                                    'executive',
+                                    'finance_accounting',
+                                    'food_services',
+                                    'government',
+                                    'healthcare',
+                                    'legal_services',
+                                    'manufacturing',
+                                    'other',
+                                    'sales',
+                                    'science_engineering',
+                                    'technology',
+                                ],
+                            },
+                            source_of_funds: {
+                                type: 'string',
+                                description: "The source of the individual's funds.",
+                                enum: [
+                                    'alimony',
+                                    'annuity',
+                                    'business_owner',
+                                    'general_employee',
+                                    'government_benefits',
+                                    'homemaker',
+                                    'inheritance_gift',
+                                    'investment',
+                                    'legal_settlement',
+                                    'lottery',
+                                    'real_estate',
+                                    'retired',
+                                    'retirement',
+                                    'salary',
+                                    'self_employed',
+                                    'senior_executive',
+                                    'trust_income',
+                                ],
+                            },
+                            updated_at: {
+                                type: 'string',
+                                format: 'date-time',
+                            },
+                            wealth_source: {
+                                type: 'string',
+                                description: "The source of the individual's wealth.",
+                                enum: [
+                                    'business_sale',
+                                    'family_support',
+                                    'government_benefits',
+                                    'inheritance',
+                                    'investments',
+                                    'other',
+                                    'rental_income',
+                                    'retirement',
+                                    'salary',
+                                    'self_employed',
+                                ],
+                            },
+                        },
+                        required: [
+                            'id',
+                            'annual_income',
+                            'created_at',
+                            'discarded_at',
+                            'employer_country',
+                            'employer_name',
+                            'employer_state',
+                            'employment_status',
+                            'income_country',
+                            'income_source',
+                            'income_state',
+                            'industry',
+                            'live_mode',
+                            'object',
+                            'occupation',
+                            'source_of_funds',
+                            'updated_at',
+                            'wealth_source',
+                        ],
+                    },
+                    website: {
+                        type: 'string',
+                        description: "The entity's primary website URL.",
+                    },
+                },
+                required: [],
+            },
+            child_legal_entity_id: {
+                type: 'string',
+                description: 'The ID of the child legal entity.',
+            },
+            ownership_percentage: {
+                type: 'integer',
+                description: "The child entity's ownership percentage iff they are a beneficial owner.",
+            },
+            title: {
+                type: 'string',
+                description: 'The job title of the child entity at the parent entity.',
+            },
+        },
+    },
+};
+export const handler = (client, args) => {
+    const { ...body } = args;
+    return client.legalEntityAssociations.create(body);
+};
+export default { tool, handler };
+//# sourceMappingURL=create-legal-entity-associations.mjs.map

package/tools/legal-entity-associations/create-legal-entity-associations.mjs.map

@@ -0,0 +1 @@
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package/tools/line-items/list-line-items.d.ts

@@ -0,0 +1,21 @@
+import { Tool } from '@modelcontextprotocol/sdk/types.js';
+import ModernTreasury from 'modern-treasury';
+export declare const tool: Tool;
+export declare const handler: (client: ModernTreasury, args: any) => import("modern-treasury/core").PagePromise<ModernTreasury.LineItems.LineItemsPage, ModernTreasury.LineItems.LineItem>;
+declare const _default: {
+    tool: {
+        [x: string]: unknown;
+        name: string;
+        inputSchema: {
+            [x: string]: unknown;
+            type: "object";
+            properties?: {
+                [x: string]: unknown;
+            } | undefined;
+        };
+        description?: string | undefined;
+    };
+    handler: (client: ModernTreasury, args: any) => import("modern-treasury/core").PagePromise<ModernTreasury.LineItems.LineItemsPage, ModernTreasury.LineItems.LineItem>;
+};
+export default _default;
+//# sourceMappingURL=list-line-items.d.ts.map

package/tools/line-items/list-line-items.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"list-line-items.d.ts","sourceRoot":"","sources":["../../src/tools/line-items/list-line-items.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,IAAI,EAAE,MAAM,oCAAoC,CAAC;AAC1D,OAAO,cAAc,MAAM,iBAAiB,CAAC;AAE7C,eAAO,MAAM,IAAI,EAAE,IAqBlB,CAAC;AAEF,eAAO,MAAM,OAAO,WAAY,cAAc,QAAQ,GAAG,0HAGxD,CAAC;;;;;;;;;;;;;;;;AAEF,wBAAiC"}