Complete MCP coverage: 58 tools, invoice filters, templates, email config, profile

MCP expanded from 49 to 58 tools: - templates_list, templates_list_by_type, templates_create, templates_update, templates_delete — full invoice template CRUD - businesses_get_email_config, businesses_update_email_config — configure per-business Resend API key and sending domain - profile_get, profile_update — user profile read/write invoices_list now accepts optional status and clientId filters (e.g. list all draft invoices, or all invoices for a specific client). Backed by a new optional input on invoices.getAll in the tRPC router. https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
2026-06-11 05:33:13 +00:00
parent c6b6641dfa
commit c0a333710f
2 changed files with 162 additions and 24 deletions
@@ -367,10 +367,20 @@ function textResult(data: unknown): ToolResult {

 const tools = {
  invoices_list: defineTool({
-    description: "List invoices for the authenticated beenvoice user.",
-    inputSchema: jsonSchemas.empty,
-    schema: z.object({}).optional().default({}),
-    handler: async (_input, caller) => caller.invoices.getAll(),
+    description: "List invoices for the authenticated user. Optionally filter by status ('draft', 'sent', or 'paid') and/or clientId.",
+    inputSchema: {
+      type: "object",
+      properties: {
+        status: { type: "string", enum: ["draft", "sent", "paid"], description: "Filter by invoice status" },
+        clientId: { type: "string", description: "Filter by client ID" },
+      },
+      additionalProperties: false,
+    },
+    schema: z.object({
+      status: z.enum(["draft", "sent", "paid"]).optional(),
+      clientId: z.string().optional(),
+    }).optional().default({}),
+    handler: async (input, caller) => caller.invoices.getAll(input ?? {}),
  }),
  invoices_get: defineTool({
    description: "Get one invoice by ID.",
@@ -859,6 +869,123 @@ const tools = {
    schema: z.object({ ids: z.array(z.string()).min(1) }),
    handler: async (input, caller) => caller.invoices.bulkDelete(input),
  }),
+
+  // ── Invoice Templates ────────────────────────────────────────────────────────
+  templates_list: defineTool({
+    description: "List all saved invoice templates (notes and terms). Use these to populate invoice notes/terms fields.",
+    inputSchema: jsonSchemas.empty,
+    schema: z.object({}).optional().default({}),
+    handler: async (_input, caller) => caller.invoiceTemplates.getAll(),
+  }),
+  templates_list_by_type: defineTool({
+    description: "List invoice templates filtered by type: 'notes' for invoice notes, 'terms' for payment terms.",
+    inputSchema: {
+      type: "object",
+      properties: { type: { type: "string", enum: ["notes", "terms"] } },
+      required: ["type"],
+      additionalProperties: false,
+    },
+    schema: z.object({ type: z.enum(["notes", "terms"]) }),
+    handler: async (input, caller) => caller.invoiceTemplates.getByType(input),
+  }),
+  templates_create: defineTool({
+    description: "Create an invoice template. Set isDefault=true to automatically apply this template to new invoices of this type.",
+    inputSchema: {
+      type: "object",
+      properties: {
+        name: { type: "string", minLength: 1, maxLength: 255 },
+        type: { type: "string", enum: ["notes", "terms"] },
+        content: { type: "string", minLength: 1 },
+        isDefault: { type: "boolean" },
+      },
+      required: ["name", "content"],
+      additionalProperties: false,
+    },
+    schema: z.object({
+      name: z.string().min(1).max(255),
+      type: z.enum(["notes", "terms"]).default("notes"),
+      content: z.string().min(1),
+      isDefault: z.boolean().default(false),
+    }),
+    handler: async (input, caller) => caller.invoiceTemplates.create(input),
+  }),
+  templates_update: defineTool({
+    description: "Update an existing invoice template by ID.",
+    inputSchema: {
+      type: "object",
+      properties: {
+        id: { type: "string" },
+        name: { type: "string", minLength: 1, maxLength: 255 },
+        type: { type: "string", enum: ["notes", "terms"] },
+        content: { type: "string", minLength: 1 },
+        isDefault: { type: "boolean" },
+      },
+      required: ["id"],
+      additionalProperties: false,
+    },
+    schema: z.object({
+      id: z.string(),
+      name: z.string().min(1).max(255).optional(),
+      type: z.enum(["notes", "terms"]).optional(),
+      content: z.string().min(1).optional(),
+      isDefault: z.boolean().optional(),
+    }),
+    handler: async (input, caller) => caller.invoiceTemplates.update(input),
+  }),
+  templates_delete: defineTool({
+    description: "Delete an invoice template by ID.",
+    inputSchema: jsonSchemas.id,
+    schema: z.object({ id: z.string() }),
+    handler: async (input, caller) => caller.invoiceTemplates.delete(input),
+  }),
+
+  // ── Business email config ─────────────────────────────────────────────────────
+  businesses_get_email_config: defineTool({
+    description: "Get the email configuration for a business (Resend domain, from-name, and whether an API key is set). The API key itself is never returned.",
+    inputSchema: jsonSchemas.id,
+    schema: z.object({ id: z.string() }),
+    handler: async (input, caller) => caller.businesses.getEmailConfig(input),
+  }),
+  businesses_update_email_config: defineTool({
+    description: "Configure custom email sending for a business via Resend. Set resendApiKey and resendDomain to send invoices from your own domain. Set emailFromName for the sender display name.",
+    inputSchema: {
+      type: "object",
+      properties: {
+        id: { type: "string" },
+        resendApiKey: { type: "string", description: "Resend API key (re_...)" },
+        resendDomain: { type: "string", description: "Verified Resend sending domain (e.g. mail.example.com)" },
+        emailFromName: { type: "string", description: "Display name for the From field" },
+      },
+      required: ["id"],
+      additionalProperties: false,
+    },
+    schema: z.object({
+      id: z.string(),
+      resendApiKey: z.string().optional().or(z.literal("")),
+      resendDomain: z.string().optional().or(z.literal("")),
+      emailFromName: z.string().optional().or(z.literal("")),
+    }),
+    handler: async (input, caller) => caller.businesses.updateEmailConfig(input),
+  }),
+
+  // ── User profile ──────────────────────────────────────────────────────────────
+  profile_get: defineTool({
+    description: "Get the authenticated user's profile: id, name, email, and role.",
+    inputSchema: jsonSchemas.empty,
+    schema: z.object({}).optional().default({}),
+    handler: async (_input, caller) => caller.settings.getProfile(),
+  }),
+  profile_update: defineTool({
+    description: "Update the authenticated user's display name.",
+    inputSchema: {
+      type: "object",
+      properties: { name: { type: "string", minLength: 1 } },
+      required: ["name"],
+      additionalProperties: false,
+    },
+    schema: z.object({ name: z.string().min(1) }),
+    handler: async (input, caller) => caller.settings.updateProfile(input),
+  }),
 } satisfies Record<string, ToolDefinition>;

 function rpcResult(id: JsonRpcId, result: unknown, init?: ResponseInit) {
@@ -1,5 +1,5 @@
 import { z } from "zod";
-import { desc, eq, inArray } from "drizzle-orm";
+import { and, desc, eq, inArray } from "drizzle-orm";
 import { createTRPCRouter, protectedProcedure, publicProcedure } from "../trpc";
 import {
  invoices,
@@ -114,25 +114,36 @@ const calculateInvoiceTotal = (
 };

 export const invoicesRouter = createTRPCRouter({
-  getAll: protectedProcedure.query(async ({ ctx }) => {
-    try {
-      return await ctx.db.query.invoices.findMany({
-        where: eq(invoices.createdById, ctx.session.user.id),
-        with: {
-          business: true,
-          client: true,
-          items: true,
-        },
-        orderBy: (invoices, { desc }) => [desc(invoices.issueDate)],
-      });
-    } catch (error) {
-      throw new TRPCError({
-        code: "INTERNAL_SERVER_ERROR",
-        message: "Failed to fetch invoices",
-        cause: error,
-      });
-    }
-  }),
+  getAll: protectedProcedure
+    .input(
+      z.object({
+        status: z.enum(["draft", "sent", "paid"]).optional(),
+        clientId: z.string().optional(),
+      }).optional(),
+    )
+    .query(async ({ ctx, input }) => {
+      try {
+        const conditions = [eq(invoices.createdById, ctx.session.user.id)];
+        if (input?.status) conditions.push(eq(invoices.status, input.status));
+        if (input?.clientId) conditions.push(eq(invoices.clientId, input.clientId));
+
+        return await ctx.db.query.invoices.findMany({
+          where: and(...conditions),
+          with: {
+            business: true,
+            client: true,
+            items: true,
+          },
+          orderBy: (invoices, { desc }) => [desc(invoices.issueDate)],
+        });
+      } catch (error) {
+        throw new TRPCError({
+          code: "INTERNAL_SERVER_ERROR",
+          message: "Failed to fetch invoices",
+          cause: error,
+        });
+      }
+    }),

  getLineItemHistory: protectedProcedure.query(async ({ ctx }) => {
    const userInvoices = await ctx.db