Expand MCP from 24 to 49 tools — full coverage of all major features
New tools added: Expenses (5): expenses_list, expenses_get, expenses_create, expenses_update, expenses_delete Recurring invoices (7): recurring_list, recurring_create, recurring_update, recurring_pause, recurring_resume, recurring_generate_now, recurring_delete Dashboard (1): dashboard_get_stats — revenue, pending, overdue, client count, MoM change, 6-month chart, recent invoices Invoice extras (8): invoices_get_current_open, invoices_send (email with PDF attachment), invoices_send_reminder, invoices_generate_public_token, invoices_revoke_public_token, invoices_bulk_update_status, invoices_bulk_delete New Zod schemas and JSON schemas for all added tools. https://claude.ai/code/session_014126WHVRT8mftmqkU6dajG
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Claude
@@ -81,6 +81,45 @@ const invoiceUpdateSchema = invoiceCreateSchema.partial().extend({
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id: z.string(),
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});
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const expenseCreateSchema = z.object({
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date: dateString,
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description: z.string().min(1),
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amount: z.number().min(0),
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currency: z.string().length(3).default("USD"),
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category: z.string().optional().or(z.literal("")),
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billable: z.boolean().default(false),
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reimbursable: z.boolean().default(false),
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taxDeductible: z.boolean().default(false),
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notes: z.string().optional().or(z.literal("")),
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clientId: z.string().optional().or(z.literal("")),
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businessId: z.string().optional().or(z.literal("")),
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invoiceId: z.string().optional().or(z.literal("")),
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});
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const expenseUpdateSchema = expenseCreateSchema.partial().extend({ id: z.string() });
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const recurringItemSchema = z.object({
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description: z.string().min(1),
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hours: z.number().min(0),
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rate: z.number().min(0),
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position: z.number().int().default(0),
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});
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const recurringCreateSchema = z.object({
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name: z.string().min(1).max(255),
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clientId: z.string().min(1),
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businessId: z.string().optional().or(z.literal("")),
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schedule: z.enum(["weekly", "biweekly", "monthly", "quarterly", "yearly"]),
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invoicePrefix: z.string().optional().default("#"),
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taxRate: z.number().min(0).max(100).default(0),
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currency: z.string().length(3).default("USD"),
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notes: z.string().optional().or(z.literal("")),
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emailMessage: z.string().optional().or(z.literal("")),
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items: z.array(recurringItemSchema).min(1),
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});
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const recurringUpdateSchema = recurringCreateSchema.extend({ id: z.string() });
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const jsonSchemas = {
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empty: { type: "object", properties: {}, additionalProperties: false },
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id: {
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@@ -191,6 +230,94 @@ const jsonSchemas = {
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required: ["name"],
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additionalProperties: false,
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},
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expenseCreate: {
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type: "object",
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properties: {
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date: { type: "string", format: "date-time" },
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description: { type: "string", minLength: 1 },
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amount: { type: "number", minimum: 0 },
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currency: { type: "string", minLength: 3, maxLength: 3 },
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category: { type: "string", enum: ["Travel", "Meals & Entertainment", "Software & Subscriptions", "Hardware & Equipment", "Office Supplies", "Marketing", "Professional Services", "Utilities", "Other"] },
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billable: { type: "boolean" },
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reimbursable: { type: "boolean" },
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taxDeductible: { type: "boolean" },
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notes: { type: "string", maxLength: 500 },
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clientId: { type: "string" },
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businessId: { type: "string" },
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invoiceId: { type: "string" },
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},
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required: ["date", "description", "amount"],
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additionalProperties: false,
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},
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recurringItem: {
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type: "object",
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properties: {
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description: { type: "string", minLength: 1 },
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hours: { type: "number", minimum: 0 },
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rate: { type: "number", minimum: 0 },
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position: { type: "integer" },
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},
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required: ["description", "hours", "rate"],
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additionalProperties: false,
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},
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recurringCreate: {
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type: "object",
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properties: {
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name: { type: "string", minLength: 1, maxLength: 255 },
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clientId: { type: "string", minLength: 1 },
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businessId: { type: "string" },
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schedule: { type: "string", enum: ["weekly", "biweekly", "monthly", "quarterly", "yearly"] },
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invoicePrefix: { type: "string" },
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taxRate: { type: "number", minimum: 0, maximum: 100 },
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currency: { type: "string", minLength: 3, maxLength: 3 },
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notes: { type: "string" },
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emailMessage: { type: "string" },
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items: {
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type: "array",
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minItems: 1,
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items: {
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type: "object",
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properties: {
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description: { type: "string", minLength: 1 },
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hours: { type: "number", minimum: 0 },
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rate: { type: "number", minimum: 0 },
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position: { type: "integer" },
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},
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required: ["description", "hours", "rate"],
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additionalProperties: false,
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},
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},
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},
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required: ["name", "clientId", "schedule", "items"],
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additionalProperties: false,
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},
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invoiceSend: {
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type: "object",
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properties: {
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invoiceId: { type: "string" },
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customSubject: { type: "string" },
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customMessage: { type: "string" },
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ccEmails: { type: "string", description: "Comma-separated CC email addresses" },
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bccEmails: { type: "string", description: "Comma-separated BCC email addresses" },
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},
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required: ["invoiceId"],
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additionalProperties: false,
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},
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bulkIds: {
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type: "object",
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properties: { ids: { type: "array", items: { type: "string" }, minItems: 1 } },
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required: ["ids"],
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additionalProperties: false,
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},
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bulkStatus: {
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type: "object",
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properties: {
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ids: { type: "array", items: { type: "string" }, minItems: 1 },
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status: { type: "string", enum: ["draft", "sent", "paid"] },
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},
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required: ["ids", "status"],
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additionalProperties: false,
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},
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} as const;
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type ToolDefinition = {
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@@ -572,6 +699,166 @@ const tools = {
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to: input.to ? parseDate(input.to, "to") : undefined,
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}),
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}),
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// ── Expenses ────────────────────────────────────────────────────────────────
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expenses_list: defineTool({
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description: "List all expenses for the authenticated user, ordered by date descending.",
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inputSchema: jsonSchemas.empty,
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schema: z.object({}).optional().default({}),
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handler: async (_input, caller) => caller.expenses.getAll(),
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}),
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expenses_get: defineTool({
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description: "Get a single expense by ID.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.expenses.getById(input),
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}),
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expenses_create: defineTool({
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description: "Create an expense. Category must be one of the allowed values. Set billable=true if this will be charged to a client, taxDeductible=true for tax purposes.",
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inputSchema: jsonSchemas.expenseCreate,
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schema: expenseCreateSchema,
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handler: async (input, caller) =>
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caller.expenses.create({
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...input,
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date: parseDate(input.date, "date"),
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}),
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}),
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expenses_update: defineTool({
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description: "Update an existing expense by ID. All fields are optional except id.",
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inputSchema: {
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...jsonSchemas.expenseCreate,
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required: ["id"],
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properties: { id: { type: "string" }, ...jsonSchemas.expenseCreate.properties },
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},
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schema: expenseUpdateSchema,
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handler: async (input, caller) =>
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caller.expenses.update({
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...input,
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date: input.date ? parseDate(input.date, "date") : undefined,
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}),
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}),
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expenses_delete: defineTool({
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description: "Delete an expense by ID.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.expenses.delete(input),
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}),
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// ── Recurring Invoices ───────────────────────────────────────────────────────
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recurring_list: defineTool({
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description: "List all recurring invoice templates for the authenticated user, ordered by next due date.",
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inputSchema: jsonSchemas.empty,
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schema: z.object({}).optional().default({}),
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handler: async (_input, caller) => caller.recurringInvoices.getAll(),
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}),
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recurring_create: defineTool({
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description: "Create a recurring invoice template. Invoices will be auto-generated on the given schedule. Items are line item templates (description, hours, rate).",
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inputSchema: jsonSchemas.recurringCreate,
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schema: recurringCreateSchema,
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handler: async (input, caller) => caller.recurringInvoices.create(input),
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}),
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recurring_update: defineTool({
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description: "Update a recurring invoice template. Replaces all items.",
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inputSchema: {
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...jsonSchemas.recurringCreate,
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required: ["id", "name", "clientId", "schedule", "items"],
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properties: { id: { type: "string" }, ...jsonSchemas.recurringCreate.properties },
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},
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schema: recurringUpdateSchema,
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handler: async (input, caller) => caller.recurringInvoices.update(input),
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}),
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recurring_pause: defineTool({
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description: "Pause a recurring invoice template. No invoices will be generated until resumed.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.recurringInvoices.pause(input),
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}),
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recurring_resume: defineTool({
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description: "Resume a paused recurring invoice template.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.recurringInvoices.resume(input),
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}),
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recurring_generate_now: defineTool({
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description: "Immediately generate a draft invoice from a recurring template, regardless of schedule. Returns the new invoice ID.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.recurringInvoices.generateNow(input),
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}),
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recurring_delete: defineTool({
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description: "Delete a recurring invoice template by ID.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.recurringInvoices.delete(input),
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}),
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// ── Dashboard ────────────────────────────────────────────────────────────────
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dashboard_get_stats: defineTool({
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description: "Get a business overview: total revenue (paid invoices), pending amount (sent/overdue invoices), overdue invoice count, total clients, month-over-month revenue change percentage, 6-month revenue chart data, and 5 most recent invoices.",
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inputSchema: jsonSchemas.empty,
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schema: z.object({}).optional().default({}),
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handler: async (_input, caller) => caller.dashboard.getStats(),
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}),
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// ── Invoice extras ───────────────────────────────────────────────────────────
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invoices_get_current_open: defineTool({
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description: "Get the most recent draft invoice for the authenticated user. Useful for quickly finding the active working invoice.",
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inputSchema: jsonSchemas.empty,
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schema: z.object({}).optional().default({}),
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handler: async (_input, caller) => caller.invoices.getCurrentOpen(),
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}),
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invoices_send: defineTool({
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description: "Send an invoice to the client via email with a PDF attachment. Updates the invoice status to 'sent'. Requires email to be configured (Resend API key on the business or platform).",
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inputSchema: jsonSchemas.invoiceSend,
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schema: z.object({
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invoiceId: z.string(),
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customSubject: z.string().optional(),
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customMessage: z.string().optional(),
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ccEmails: z.string().optional(),
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bccEmails: z.string().optional(),
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}),
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handler: async (input, caller) => caller.email.sendInvoice({ ...input, useHtml: false }),
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}),
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invoices_send_reminder: defineTool({
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description: "Send a payment reminder email to the client for a sent or overdue invoice.",
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inputSchema: {
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type: "object",
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properties: {
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id: { type: "string" },
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customMessage: { type: "string", description: "Optional custom message to include in the reminder" },
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},
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required: ["id"],
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additionalProperties: false,
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},
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schema: z.object({ id: z.string(), customMessage: z.string().optional() }),
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handler: async (input, caller) => caller.invoices.sendReminder(input),
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}),
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invoices_generate_public_token: defineTool({
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description: "Generate a shareable public link token for an invoice. Clients can view the invoice without logging in.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.invoices.generatePublicToken(input),
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}),
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invoices_revoke_public_token: defineTool({
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description: "Revoke the public shareable link for an invoice, making it inaccessible without authentication.",
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inputSchema: jsonSchemas.id,
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schema: z.object({ id: z.string() }),
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handler: async (input, caller) => caller.invoices.revokePublicToken(input),
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}),
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invoices_bulk_update_status: defineTool({
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description: "Update the status of multiple invoices at once.",
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inputSchema: jsonSchemas.bulkStatus,
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schema: z.object({
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ids: z.array(z.string()).min(1),
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status: z.enum(["draft", "sent", "paid"]),
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}),
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handler: async (input, caller) => caller.invoices.bulkUpdateStatus(input),
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}),
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invoices_bulk_delete: defineTool({
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description: "Delete multiple invoices at once.",
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inputSchema: jsonSchemas.bulkIds,
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schema: z.object({ ids: z.array(z.string()).min(1) }),
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handler: async (input, caller) => caller.invoices.bulkDelete(input),
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}),
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} satisfies Record<string, ToolDefinition>;
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function rpcResult(id: JsonRpcId, result: unknown, init?: ResponseInit) {
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