erpnext-mcp 0.2.0__tar.gz → 0.4.0__tar.gz

{erpnext_mcp-0.2.0 → erpnext_mcp-0.4.0}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: erpnext-mcp
-Version: 0.2.0
+Version: 0.4.0
 Summary: MCP Server for ERPNext REST API
 Project-URL: Homepage, https://github.com/ching-tech/erpnext-mcp
 Project-URL: Repository, https://github.com/ching-tech/erpnext-mcp
@@ -57,6 +57,8 @@ MCP (Model Context Protocol) server for ERPNext REST API, built with [FastMCP](h
 - **Schema** — Inspect DocType field definitions, list all DocTypes
 - **Inventory** — Stock balance, stock ledger, item prices
 - **Trading** — Document conversion (e.g. Quotation → Sales Order), party balance
+- **Supplier/Customer** — Get complete details with address, phone, contacts; supports alias search
+- **Files** — Upload, list, download files
 - **Helpers** — Link search (autocomplete), document count, generic method calls
 
 ## Requirements
@@ -111,6 +113,13 @@ set -a && source .env && set +a && uv run erpnext-mcp
 | `get_item_price` | Item prices from price lists |
 | `make_mapped_doc` | Document conversion (e.g. SO → DN) |
 | `get_party_balance` | Outstanding balance for Customer/Supplier |
+| `get_supplier_details` | Get supplier with address, phone, contacts (supports alias search) |
+| `get_customer_details` | Get customer with address, phone, contacts (supports alias search) |
+| `upload_file` | Upload a local file to ERPNext (by file path) |
+| `upload_file_from_url` | Upload a file from URL |
+| `list_files` | List files attached to a document |
+| `download_file` | Download a file by URL |
+| `get_file_url` | Get download URL for a file |
 
 ## MCP Client Configuration
 

{erpnext_mcp-0.2.0 → erpnext_mcp-0.4.0}/README.md

@@ -10,6 +10,8 @@ MCP (Model Context Protocol) server for ERPNext REST API, built with [FastMCP](h
 - **Schema** — Inspect DocType field definitions, list all DocTypes
 - **Inventory** — Stock balance, stock ledger, item prices
 - **Trading** — Document conversion (e.g. Quotation → Sales Order), party balance
+- **Supplier/Customer** — Get complete details with address, phone, contacts; supports alias search
+- **Files** — Upload, list, download files
 - **Helpers** — Link search (autocomplete), document count, generic method calls
 
 ## Requirements
@@ -64,6 +66,13 @@ set -a && source .env && set +a && uv run erpnext-mcp
 | `get_item_price` | Item prices from price lists |
 | `make_mapped_doc` | Document conversion (e.g. SO → DN) |
 | `get_party_balance` | Outstanding balance for Customer/Supplier |
+| `get_supplier_details` | Get supplier with address, phone, contacts (supports alias search) |
+| `get_customer_details` | Get customer with address, phone, contacts (supports alias search) |
+| `upload_file` | Upload a local file to ERPNext (by file path) |
+| `upload_file_from_url` | Upload a file from URL |
+| `list_files` | List files attached to a document |
+| `download_file` | Download a file by URL |
+| `get_file_url` | Get download URL for a file |
 
 ## MCP Client Configuration
 

{erpnext_mcp-0.2.0 → erpnext_mcp-0.4.0}/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "erpnext-mcp"
-version = "0.2.0"
+version = "0.4.0"
 description = "MCP Server for ERPNext REST API"
 readme = "README.md"
 license = {file = "LICENSE"}

{erpnext_mcp-0.2.0 → erpnext_mcp-0.4.0}/src/erpnext_mcp/server.py

@@ -314,29 +314,27 @@ async def get_stock_ledger(item_code: str | None = None, warehouse: str | None =
 
 
 @mcp.tool()
-async def upload_file(
-    file_content_base64: str,
-    filename: str,
+async def upload_file_from_url(
+    file_url: str,
+    filename: str | None = None,
     attached_to_doctype: str | None = None,
     attached_to_name: str | None = None,
     is_private: bool = True,
 ) -> dict:
-    """Upload a file to ERPNext.
+    """Upload a file to ERPNext from a URL.
 
     Args:
-        file_content_base64: File content encoded as base64 string
-        filename: Name for the uploaded file (e.g. "report.pdf")
-        attached_to_doctype: Optional DocType to attach file to (e.g. "Project", "Item")
-        attached_to_name: Optional document name to attach file to (e.g. "PROJ-0001")
+        file_url: Source URL to fetch the file from
+        filename: Optional name for the file (will be inferred from URL if not provided)
+        attached_to_doctype: Optional DocType to attach file to
+        attached_to_name: Optional document name to attach file to
         is_private: Whether file should be private (default True)
 
     Returns:
         File document with file_url and other metadata
     """
-    import base64
-    file_content = base64.b64decode(file_content_base64)
-    return await get_client().upload_file(
-        file_content=file_content,
+    return await get_client().upload_file_from_url(
+        file_url=file_url,
         filename=filename,
         attached_to_doctype=attached_to_doctype,
         attached_to_name=attached_to_name,
@@ -345,28 +343,40 @@ async def upload_file(
 
 
 @mcp.tool()
-async def upload_file_from_url(
-    file_url: str,
+async def upload_file(
+    file_path: str,
     filename: str | None = None,
     attached_to_doctype: str | None = None,
     attached_to_name: str | None = None,
     is_private: bool = True,
 ) -> dict:
-    """Upload a file to ERPNext from a URL.
+    """Upload a local file to ERPNext.
 
     Args:
-        file_url: Source URL to fetch the file from
-        filename: Optional name for the file (will be inferred from URL if not provided)
-        attached_to_doctype: Optional DocType to attach file to
-        attached_to_name: Optional document name to attach file to
+        file_path: Local file path to upload (e.g. "/mnt/nas/files/report.pdf")
+        filename: Optional name for the uploaded file (defaults to original filename)
+        attached_to_doctype: Optional DocType to attach file to (e.g. "Project", "Item")
+        attached_to_name: Optional document name to attach file to (e.g. "PROJ-0001")
         is_private: Whether file should be private (default True)
 
     Returns:
         File document with file_url and other metadata
     """
-    return await get_client().upload_file_from_url(
-        file_url=file_url,
-        filename=filename,
+    from pathlib import Path
+
+    path = Path(file_path)
+    if not path.exists():
+        raise FileNotFoundError(f"File not found: {file_path}")
+
+    # 讀取檔案內容
+    file_content = path.read_bytes()
+
+    # 使用原始檔名或指定的檔名
+    upload_filename = filename or path.name
+
+    return await get_client().upload_file(
+        file_content=file_content,
+        filename=upload_filename,
         attached_to_doctype=attached_to_doctype,
         attached_to_name=attached_to_name,
         is_private=is_private,
@@ -430,6 +440,184 @@ async def download_file(file_name: str) -> dict:
     }
 
 
+# ── Supplier/Customer Details ──────────────────────────
+
+
+@mcp.tool()
+async def get_supplier_details(name: str | None = None, keyword: str | None = None) -> dict:
+    """Get complete supplier details including address, phone, and contacts.
+
+    Args:
+        name: Exact supplier name (e.g. "SF0009-2 - 永心企業社")
+        keyword: Search keyword to find supplier (e.g. "永心", "健保局")
+
+    Returns:
+        Dict with supplier info, address (phone/fax), and contacts (our purchaser + their contacts)
+    """
+    client = get_client()
+
+    # Find supplier
+    if name:
+        supplier = await client.get_doc("Supplier", name)
+    elif keyword:
+        # 先搜尋 name 欄位
+        suppliers = await client.get_list(
+            "Supplier",
+            fields=["name", "supplier_name", "supplier_group", "country", "custom_alias"],
+            filters={"name": ["like", f"%{keyword}%"]},
+            limit_page_length=1,
+        )
+        # 找不到則搜尋 custom_alias 欄位（別名）
+        if not suppliers:
+            suppliers = await client.get_list(
+                "Supplier",
+                fields=["name", "supplier_name", "supplier_group", "country", "custom_alias"],
+                filters={"custom_alias": ["like", f"%{keyword}%"]},
+                limit_page_length=1,
+            )
+        if not suppliers:
+            return {"error": f"找不到關鍵字「{keyword}」的供應商"}
+        supplier = await client.get_doc("Supplier", suppliers[0]["name"])
+    else:
+        return {"error": "請提供 name 或 keyword"}
+
+    supplier_name = supplier.get("name")
+
+    # Get address (phone/fax)
+    # Address title format: "代碼 地址", e.g. "SF0009-2 地址"
+    code = supplier_name.split(" - ")[0] if " - " in supplier_name else supplier_name
+    addresses = await client.get_list(
+        "Address",
+        fields=["address_title", "address_line1", "city", "pincode", "phone", "fax"],
+        filters={"address_title": ["like", f"%{code}%"]},
+        limit_page_length=5,
+    )
+
+    # Get contacts via Dynamic Link
+    contacts = await client.get_list(
+        "Contact",
+        fields=["name", "first_name", "designation", "phone", "mobile_no", "email_id"],
+        filters=[["Dynamic Link", "link_name", "=", supplier_name]],
+        limit_page_length=50,
+    )
+
+    # Categorize contacts
+    # 有 designation 的是我們的人（採購人員/業務人員），沒有的是對方的聯絡人
+    our_contacts = []
+    their_contacts = []
+    for c in contacts:
+        contact_info = {
+            "name": c.get("first_name") or c.get("name"),
+            "designation": c.get("designation") or "",
+            "phone": c.get("phone") or c.get("mobile_no") or "",
+            "email": c.get("email_id") or "",
+        }
+        if c.get("designation"):
+            our_contacts.append(contact_info)
+        else:
+            their_contacts.append(contact_info)
+
+    return {
+        "supplier": {
+            "name": supplier_name,
+            "alias": supplier.get("custom_alias") or "",
+            "group": supplier.get("supplier_group"),
+            "country": supplier.get("country"),
+            "currency": supplier.get("default_currency"),
+        },
+        "address": addresses[0] if addresses else None,
+        "our_contacts": our_contacts,
+        "their_contacts": their_contacts,
+    }
+
+
+@mcp.tool()
+async def get_customer_details(name: str | None = None, keyword: str | None = None) -> dict:
+    """Get complete customer details including address, phone, and contacts.
+
+    Args:
+        name: Exact customer name (e.g. "CM0001 - 正達工程股份有限公司")
+        keyword: Search keyword to find customer (e.g. "正達")
+
+    Returns:
+        Dict with customer info, address (phone/fax), and contacts (our sales + their contacts)
+    """
+    client = get_client()
+
+    # Find customer
+    if name:
+        customer = await client.get_doc("Customer", name)
+    elif keyword:
+        # 先搜尋 name 欄位
+        customers = await client.get_list(
+            "Customer",
+            fields=["name", "customer_name", "customer_group", "territory", "custom_alias"],
+            filters={"name": ["like", f"%{keyword}%"]},
+            limit_page_length=1,
+        )
+        # 找不到則搜尋 custom_alias 欄位（別名）
+        if not customers:
+            customers = await client.get_list(
+                "Customer",
+                fields=["name", "customer_name", "customer_group", "territory", "custom_alias"],
+                filters={"custom_alias": ["like", f"%{keyword}%"]},
+                limit_page_length=1,
+            )
+        if not customers:
+            return {"error": f"找不到關鍵字「{keyword}」的客戶"}
+        customer = await client.get_doc("Customer", customers[0]["name"])
+    else:
+        return {"error": "請提供 name 或 keyword"}
+
+    customer_name = customer.get("name")
+
+    # Get address (phone/fax)
+    code = customer_name.split(" - ")[0] if " - " in customer_name else customer_name
+    addresses = await client.get_list(
+        "Address",
+        fields=["address_title", "address_line1", "city", "pincode", "phone", "fax"],
+        filters={"address_title": ["like", f"%{code}%"]},
+        limit_page_length=5,
+    )
+
+    # Get contacts via Dynamic Link
+    contacts = await client.get_list(
+        "Contact",
+        fields=["name", "first_name", "designation", "phone", "mobile_no", "email_id"],
+        filters=[["Dynamic Link", "link_name", "=", customer_name]],
+        limit_page_length=50,
+    )
+
+    # Categorize contacts
+    # 有 designation 的是我們的人（採購人員/業務人員），沒有的是對方的聯絡人
+    our_contacts = []
+    their_contacts = []
+    for c in contacts:
+        contact_info = {
+            "name": c.get("first_name") or c.get("name"),
+            "designation": c.get("designation") or "",
+            "phone": c.get("phone") or c.get("mobile_no") or "",
+            "email": c.get("email_id") or "",
+        }
+        if c.get("designation"):
+            our_contacts.append(contact_info)
+        else:
+            their_contacts.append(contact_info)
+
+    return {
+        "customer": {
+            "name": customer_name,
+            "alias": customer.get("custom_alias") or "",
+            "group": customer.get("customer_group"),
+            "territory": customer.get("territory"),
+            "currency": customer.get("default_currency"),
+        },
+        "address": addresses[0] if addresses else None,
+        "our_contacts": our_contacts,
+        "their_contacts": their_contacts,
+    }
+
+
 def main():
     mcp.run()