V3 Batch 1 Tools: 453 tools across Shopify(67), Stripe(77), QuickBooks(105), HubSpot(108), Salesforce(96) - zero TSC errors

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Jake Shore 2026-02-13 02:47:29 -05:00
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# HubSpot MCP Server - Tools Summary
All tool files have been successfully created and verified with TypeScript compilation.
## Total Tools: 108 (exceeds target of 60-80)
## Breakdown by Category
### 1. **contacts.ts** (8 tools)
- `hubspot_list_contacts` - List contacts with pagination
- `hubspot_get_contact` - Get single contact by ID
- `hubspot_create_contact` - Create new contact
- `hubspot_update_contact` - Update existing contact
- `hubspot_delete_contact` - Archive contact
- `hubspot_search_contacts` - Search contacts with filters
- `hubspot_batch_create_contacts` - Batch create contacts
- `hubspot_batch_update_contacts` - Batch update contacts
### 2. **companies.ts** (8 tools)
- `hubspot_list_companies` - List companies with pagination
- `hubspot_get_company` - Get single company by ID
- `hubspot_create_company` - Create new company
- `hubspot_update_company` - Update existing company
- `hubspot_delete_company` - Archive company
- `hubspot_search_companies` - Search companies with filters
- `hubspot_batch_create_companies` - Batch create companies
- `hubspot_batch_update_companies` - Batch update companies
### 3. **deals.ts** (9 tools)
- `hubspot_list_deals` - List deals with pagination
- `hubspot_get_deal` - Get single deal by ID
- `hubspot_create_deal` - Create new deal
- `hubspot_update_deal` - Update existing deal
- `hubspot_delete_deal` - Archive deal
- `hubspot_move_deal_stage` - Move deal to different stage
- `hubspot_search_deals` - Search deals with filters
- `hubspot_batch_create_deals` - Batch create deals
- `hubspot_batch_update_deals` - Batch update deals
### 4. **tickets.ts** (6 tools)
- `hubspot_list_tickets` - List tickets with pagination
- `hubspot_get_ticket` - Get single ticket by ID
- `hubspot_create_ticket` - Create new ticket
- `hubspot_update_ticket` - Update existing ticket
- `hubspot_delete_ticket` - Archive ticket
- `hubspot_search_tickets` - Search tickets with filters
### 5. **emails.ts** (7 tools)
- `hubspot_list_emails` - List marketing emails
- `hubspot_get_email` - Get single email by ID
- `hubspot_create_email` - Create new email
- `hubspot_update_email` - Update existing email
- `hubspot_send_email` - Send or schedule email
- `hubspot_clone_email` - Clone/duplicate email
- `hubspot_get_email_stats` - Get email statistics
### 6. **engagements.ts** (15 tools)
**Notes:**
- `hubspot_list_notes` - List engagement notes
- `hubspot_get_note` - Get single note
- `hubspot_create_note` - Create new note
- `hubspot_update_note` - Update existing note
- `hubspot_delete_note` - Archive note
**Calls:**
- `hubspot_list_calls` - List call engagements
- `hubspot_create_call` - Create new call
- `hubspot_delete_call` - Archive call
**Meetings:**
- `hubspot_list_meetings` - List meeting engagements
- `hubspot_create_meeting` - Create new meeting
- `hubspot_delete_meeting` - Archive meeting
**Tasks:**
- `hubspot_list_tasks` - List task engagements
- `hubspot_create_task` - Create new task
- `hubspot_update_task` - Update existing task
- `hubspot_delete_task` - Archive task
### 7. **pipelines.ts** (11 tools)
**Deal Pipelines:**
- `hubspot_list_deal_pipelines` - List all deal pipelines
- `hubspot_get_deal_pipeline` - Get deal pipeline by ID
- `hubspot_create_deal_pipeline` - Create new deal pipeline
- `hubspot_update_deal_pipeline` - Update deal pipeline
- `hubspot_delete_deal_pipeline` - Archive deal pipeline
- `hubspot_create_deal_stage` - Create new stage in pipeline
**Ticket Pipelines:**
- `hubspot_list_ticket_pipelines` - List all ticket pipelines
- `hubspot_get_ticket_pipeline` - Get ticket pipeline by ID
- `hubspot_create_ticket_pipeline` - Create new ticket pipeline
- `hubspot_update_ticket_pipeline` - Update ticket pipeline
- `hubspot_delete_ticket_pipeline` - Archive ticket pipeline
### 8. **lists.ts** (8 tools)
- `hubspot_list_lists` - List all contact lists
- `hubspot_get_list` - Get single list by ID
- `hubspot_create_static_list` - Create static contact list
- `hubspot_create_active_list` - Create dynamic contact list
- `hubspot_update_list` - Update existing list
- `hubspot_delete_list` - Delete list
- `hubspot_add_contacts_to_list` - Add contacts to list
- `hubspot_remove_contacts_from_list` - Remove contacts from list
### 9. **forms.ts** (6 tools)
- `hubspot_list_forms` - List all forms
- `hubspot_get_form` - Get single form by ID
- `hubspot_create_form` - Create new form
- `hubspot_update_form` - Update existing form
- `hubspot_delete_form` - Archive form
- `hubspot_get_form_submissions` - Get form submissions
### 10. **campaigns.ts** (5 tools)
- `hubspot_list_campaigns` - List all campaigns
- `hubspot_get_campaign` - Get single campaign by ID
- `hubspot_create_campaign` - Create new campaign
- `hubspot_update_campaign` - Update existing campaign
- `hubspot_get_campaign_stats` - Get campaign statistics
### 11. **blog.ts** (8 tools)
**Blog Posts:**
- `hubspot_list_blog_posts` - List blog posts
- `hubspot_get_blog_post` - Get blog post by ID
- `hubspot_create_blog_post` - Create new blog post
- `hubspot_update_blog_post` - Update blog post
- `hubspot_delete_blog_post` - Archive blog post
- `hubspot_publish_blog_post` - Publish/schedule blog post
**Blog Authors:**
- `hubspot_list_blog_authors` - List all blog authors
- `hubspot_get_blog_author` - Get blog author by ID
### 12. **analytics.ts** (6 tools)
- `hubspot_get_analytics_views` - Get page view analytics
- `hubspot_get_traffic_analytics` - Get traffic analytics
- `hubspot_get_sources_analytics` - Get traffic sources
- `hubspot_get_page_analytics` - Get page-specific analytics
- `hubspot_get_social_analytics` - Get social media analytics
- `hubspot_get_conversion_analytics` - Get conversion analytics
### 13. **workflows.ts** (6 tools)
- `hubspot_list_workflows` - List all workflows
- `hubspot_get_workflow` - Get workflow by ID
- `hubspot_create_workflow` - Create new workflow
- `hubspot_activate_workflow` - Activate workflow
- `hubspot_deactivate_workflow` - Deactivate workflow
- `hubspot_enroll_contact_in_workflow` - Enroll contact in workflow
### 14. **webhooks.ts** (5 tools)
- `hubspot_list_webhooks` - List all webhook subscriptions
- `hubspot_get_webhook` - Get webhook by ID
- `hubspot_create_webhook` - Create new webhook subscription
- `hubspot_update_webhook` - Update webhook subscription
- `hubspot_delete_webhook` - Delete webhook subscription
## Quality Standards Met
✅ All files export `getTools(client: HubSpotClient)` function
✅ Import client type from `'../clients/hubspot.js'`
✅ Use HubSpot CRM v3 API conventions
✅ Search API with filterGroups + sorts
✅ Batch operations with proper endpoints
✅ Pagination with `after` cursor + `limit`
✅ TypeScript compilation passes with `npx tsc --noEmit`
✅ Consistent naming: `hubspot_verb_noun`
✅ Proper error handling in responses
✅ Well-documented inputSchema for each tool
## Next Steps
The server foundation files (`src/server.ts`, `src/main.ts`) need to be updated to import and register all these tool modules for lazy loading.

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/**
* HubSpot Analytics Tools
* Tools for accessing analytics data (traffic, sources, page views)
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_get_analytics_views',
description: 'Get page view analytics for a specific time period',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
frequency: {
type: 'string',
description: 'Data frequency (DAILY, WEEKLY, MONTHLY)',
default: 'DAILY',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/totals',
params: {
start: args.startDate,
end: args.endDate,
frequency: args.frequency || 'DAILY',
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_traffic_analytics',
description: 'Get website traffic analytics',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
frequency: {
type: 'string',
description: 'Data frequency (DAILY, WEEKLY, MONTHLY)',
default: 'DAILY',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/traffic',
params: {
start: args.startDate,
end: args.endDate,
frequency: args.frequency || 'DAILY',
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_sources_analytics',
description: 'Get traffic sources analytics (where visitors come from)',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/sources',
params: {
start: args.startDate,
end: args.endDate,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_page_analytics',
description: 'Get analytics for specific pages',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
limit: {
type: 'number',
description: 'Number of top pages to return',
default: 20,
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/pages',
params: {
start: args.startDate,
end: args.endDate,
limit: args.limit || 20,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_social_analytics',
description: 'Get social media analytics',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/social',
params: {
start: args.startDate,
end: args.endDate,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_conversion_analytics',
description: 'Get conversion analytics (form submissions, landing pages)',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/analytics/v2/reports/conversions',
params: {
start: args.startDate,
end: args.endDate,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
];
}

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/**
* HubSpot Blog Tools
* Tools for managing blog posts and blog authors
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
// Blog Posts
{
name: 'hubspot_list_blog_posts',
description: 'List blog posts',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of posts to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
state: {
type: 'string',
description: 'Filter by state (DRAFT, PUBLISHED, SCHEDULED)',
},
},
},
handler: async (args: any) => {
const params: any = {
limit: args.limit || 20,
offset: args.offset || 0,
};
if (args.state) params.state = args.state;
const response = await client.apiRequest<any>({
method: 'GET',
url: '/cms/v3/blogs/posts',
params,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_blog_post',
description: 'Get a specific blog post by ID',
inputSchema: {
type: 'object',
properties: {
postId: {
type: 'string',
description: 'Blog post ID',
},
},
required: ['postId'],
},
handler: async (args: any) => {
const post = await client.apiRequest<any>({
method: 'GET',
url: `/cms/v3/blogs/posts/${args.postId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(post, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_blog_post',
description: 'Create a new blog post',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Post title/name',
},
slug: {
type: 'string',
description: 'URL slug',
},
contentGroupId: {
type: 'string',
description: 'Blog ID',
},
htmlTitle: {
type: 'string',
description: 'HTML meta title',
},
postBody: {
type: 'string',
description: 'Post body content (HTML)',
},
metaDescription: {
type: 'string',
description: 'Meta description',
},
},
required: ['name'],
},
handler: async (args: any) => {
const post = await client.apiRequest<any>({
method: 'POST',
url: '/cms/v3/blogs/posts',
data: {
name: args.name,
slug: args.slug,
contentGroupId: args.contentGroupId,
htmlTitle: args.htmlTitle,
postBody: args.postBody,
metaDescription: args.metaDescription,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
postId: post.id,
post,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_blog_post',
description: 'Update an existing blog post',
inputSchema: {
type: 'object',
properties: {
postId: {
type: 'string',
description: 'Blog post ID',
},
name: {
type: 'string',
description: 'Updated post title',
},
postBody: {
type: 'string',
description: 'Updated post body',
},
metaDescription: {
type: 'string',
description: 'Updated meta description',
},
},
required: ['postId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.name) updates.name = args.name;
if (args.postBody) updates.postBody = args.postBody;
if (args.metaDescription) updates.metaDescription = args.metaDescription;
const post = await client.apiRequest<any>({
method: 'PATCH',
url: `/cms/v3/blogs/posts/${args.postId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
post,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_blog_post',
description: 'Archive a blog post',
inputSchema: {
type: 'object',
properties: {
postId: {
type: 'string',
description: 'Blog post ID to archive',
},
},
required: ['postId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/cms/v3/blogs/posts/${args.postId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Blog post ${args.postId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_publish_blog_post',
description: 'Publish a blog post (schedule or publish immediately)',
inputSchema: {
type: 'object',
properties: {
postId: {
type: 'string',
description: 'Blog post ID',
},
publishDate: {
type: 'string',
description: 'Publish date/time (ISO format). If not provided, publishes immediately.',
},
},
required: ['postId'],
},
handler: async (args: any) => {
const data: any = {
state: 'PUBLISHED',
};
if (args.publishDate) {
data.state = 'SCHEDULED';
data.publishDate = args.publishDate;
}
const post = await client.apiRequest<any>({
method: 'PATCH',
url: `/cms/v3/blogs/posts/${args.postId}`,
data,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: args.publishDate
? `Post scheduled for ${args.publishDate}`
: 'Post published successfully',
post,
},
null,
2
),
},
],
};
},
},
// Blog Authors
{
name: 'hubspot_list_blog_authors',
description: 'List all blog authors',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of authors to return',
default: 20,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/cms/v3/blogs/authors',
params: {
limit: args.limit || 20,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_blog_author',
description: 'Get a specific blog author by ID',
inputSchema: {
type: 'object',
properties: {
authorId: {
type: 'string',
description: 'Author ID',
},
},
required: ['authorId'],
},
handler: async (args: any) => {
const author = await client.apiRequest<any>({
method: 'GET',
url: `/cms/v3/blogs/authors/${args.authorId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(author, null, 2),
},
],
};
},
},
];
}

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/**
* HubSpot Campaigns Tools
* Tools for managing marketing campaigns
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_campaigns',
description: 'List all marketing campaigns',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of campaigns to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/marketing/v3/campaigns',
params: {
limit: args.limit || 20,
offset: args.offset || 0,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_campaign',
description: 'Get a specific campaign by ID',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'Campaign ID',
},
},
required: ['campaignId'],
},
handler: async (args: any) => {
const campaign = await client.apiRequest<any>({
method: 'GET',
url: `/marketing/v3/campaigns/${args.campaignId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(campaign, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_campaign',
description: 'Create a new marketing campaign',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Campaign name',
},
},
required: ['name'],
},
handler: async (args: any) => {
const campaign = await client.apiRequest<any>({
method: 'POST',
url: '/marketing/v3/campaigns',
data: {
name: args.name,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
campaignId: campaign.id,
campaign,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_campaign',
description: 'Update an existing campaign',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'Campaign ID',
},
name: {
type: 'string',
description: 'Updated campaign name',
},
},
required: ['campaignId'],
},
handler: async (args: any) => {
const campaign = await client.apiRequest<any>({
method: 'PATCH',
url: `/marketing/v3/campaigns/${args.campaignId}`,
data: {
name: args.name,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
campaign,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_campaign_stats',
description: 'Get statistics for a campaign (performance metrics)',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'Campaign ID',
},
},
required: ['campaignId'],
},
handler: async (args: any) => {
const stats = await client.apiRequest<any>({
method: 'GET',
url: `/marketing/v3/campaigns/${args.campaignId}/statistics`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(stats, null, 2),
},
],
};
},
},
];
}

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/**
* HubSpot Companies Tools
* Tools for managing companies in HubSpot CRM
*/
import type { HubSpotClient } from '../clients/hubspot.js';
import type { CompanyProperties } from '../types/index.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_companies',
description: 'List companies with pagination. Returns up to 100 companies per request.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of companies to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor from previous response',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve (e.g., ["name", "domain", "industry"])',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<CompanyProperties>('companies', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
properties: args.properties,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
companies: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_company',
description: 'Get a single company by ID with all details',
inputSchema: {
type: 'object',
properties: {
companyId: {
type: 'string',
description: 'HubSpot company ID',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve',
},
associations: {
type: 'array',
items: { type: 'string' },
description: 'Associated object types to include (e.g., ["contacts", "deals"])',
},
},
required: ['companyId'],
},
handler: async (args: any) => {
const company = await client.getObject<CompanyProperties>(
'companies',
args.companyId,
args.properties,
args.associations
);
return {
content: [
{
type: 'text',
text: JSON.stringify(company, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_company',
description: 'Create a new company in HubSpot CRM',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Company name (required)',
},
domain: {
type: 'string',
description: 'Company domain/website',
},
industry: {
type: 'string',
description: 'Industry',
},
phone: {
type: 'string',
description: 'Company phone number',
},
city: {
type: 'string',
description: 'City',
},
state: {
type: 'string',
description: 'State/region',
},
country: {
type: 'string',
description: 'Country',
},
numberofemployees: {
type: 'string',
description: 'Number of employees',
},
annualrevenue: {
type: 'string',
description: 'Annual revenue',
},
additionalProperties: {
type: 'object',
description: 'Additional custom properties as key-value pairs',
},
},
required: ['name'],
},
handler: async (args: any) => {
const properties: CompanyProperties = {
name: args.name,
domain: args.domain,
industry: args.industry,
phone: args.phone,
city: args.city,
state: args.state,
country: args.country,
numberofemployees: args.numberofemployees,
annualrevenue: args.annualrevenue,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const company = await client.createObject<CompanyProperties>('companies', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
companyId: company.id,
company,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_company',
description: 'Update an existing company',
inputSchema: {
type: 'object',
properties: {
companyId: {
type: 'string',
description: 'HubSpot company ID',
},
name: {
type: 'string',
description: 'Updated company name',
},
domain: {
type: 'string',
description: 'Updated domain',
},
industry: {
type: 'string',
description: 'Updated industry',
},
additionalProperties: {
type: 'object',
description: 'Additional properties to update as key-value pairs',
},
},
required: ['companyId'],
},
handler: async (args: any) => {
const properties: Partial<CompanyProperties> = {
name: args.name,
domain: args.domain,
industry: args.industry,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const company = await client.updateObject<CompanyProperties>(
'companies',
args.companyId,
properties
);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
company,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_company',
description: 'Archive (soft delete) a company',
inputSchema: {
type: 'object',
properties: {
companyId: {
type: 'string',
description: 'HubSpot company ID to archive',
},
},
required: ['companyId'],
},
handler: async (args: any) => {
await client.archiveObject('companies', args.companyId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Company ${args.companyId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_search_companies',
description: 'Search companies with filters and sorting. Supports complex queries.',
inputSchema: {
type: 'object',
properties: {
filters: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
operator: { type: 'string', enum: ['EQ', 'NEQ', 'LT', 'LTE', 'GT', 'GTE', 'CONTAINS_TOKEN', 'HAS_PROPERTY'] },
value: { type: 'string' },
},
required: ['propertyName', 'operator'],
},
description: 'Array of filters to apply',
},
query: {
type: 'string',
description: 'Free text search query',
},
sorts: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
direction: { type: 'string', enum: ['ASCENDING', 'DESCENDING'] },
},
},
description: 'Sort criteria',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Properties to retrieve',
},
limit: {
type: 'number',
description: 'Maximum results (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const searchRequest: any = {
filterGroups: args.filters
? [{ filters: args.filters }]
: undefined,
query: args.query,
sorts: args.sorts,
properties: args.properties,
limit: Math.min(args.limit || 10, 100),
after: args.after,
};
const response = await client.searchObjects<CompanyProperties>('companies', searchRequest);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.total,
results: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_create_companies',
description: 'Create multiple companies in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
companies: {
type: 'array',
items: {
type: 'object',
properties: {
name: { type: 'string' },
domain: { type: 'string' },
industry: { type: 'string' },
city: { type: 'string' },
},
},
description: 'Array of company objects to create',
},
},
required: ['companies'],
},
handler: async (args: any) => {
const inputs = args.companies.map((c: any) => ({ properties: c }));
const response = await client.batchCreateObjects<CompanyProperties>('companies', { inputs });
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
created: response.results.length,
companies: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_update_companies',
description: 'Update multiple companies in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
updates: {
type: 'array',
items: {
type: 'object',
properties: {
id: { type: 'string', description: 'Company ID' },
properties: { type: 'object', description: 'Properties to update' },
},
required: ['id', 'properties'],
},
description: 'Array of company updates',
},
},
required: ['updates'],
},
handler: async (args: any) => {
const response = await client.batchUpdateObjects<CompanyProperties>('companies', {
inputs: args.updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
updated: response.results.length,
companies: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Contacts Tools
* Tools for managing contacts in HubSpot CRM
*/
import type { HubSpotClient } from '../clients/hubspot.js';
import type { ContactProperties } from '../types/index.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_contacts',
description: 'List contacts with pagination. Returns up to 100 contacts per request.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of contacts to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor from previous response',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve (e.g., ["email", "firstname", "lastname"])',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<ContactProperties>('contacts', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
properties: args.properties,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
contacts: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_contact',
description: 'Get a single contact by ID with all details',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'HubSpot contact ID',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve',
},
associations: {
type: 'array',
items: { type: 'string' },
description: 'Associated object types to include (e.g., ["companies", "deals"])',
},
},
required: ['contactId'],
},
handler: async (args: any) => {
const contact = await client.getObject<ContactProperties>(
'contacts',
args.contactId,
args.properties,
args.associations
);
return {
content: [
{
type: 'text',
text: JSON.stringify(contact, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_contact',
description: 'Create a new contact in HubSpot CRM',
inputSchema: {
type: 'object',
properties: {
email: {
type: 'string',
description: 'Contact email address (required for most contacts)',
},
firstname: {
type: 'string',
description: 'First name',
},
lastname: {
type: 'string',
description: 'Last name',
},
phone: {
type: 'string',
description: 'Phone number',
},
company: {
type: 'string',
description: 'Company name',
},
jobtitle: {
type: 'string',
description: 'Job title',
},
lifecyclestage: {
type: 'string',
description: 'Lifecycle stage (e.g., "lead", "opportunity", "customer")',
},
additionalProperties: {
type: 'object',
description: 'Additional custom properties as key-value pairs',
},
},
},
handler: async (args: any) => {
const properties: ContactProperties = {
email: args.email,
firstname: args.firstname,
lastname: args.lastname,
phone: args.phone,
company: args.company,
jobtitle: args.jobtitle,
lifecyclestage: args.lifecyclestage,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const contact = await client.createObject<ContactProperties>('contacts', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
contactId: contact.id,
contact,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_contact',
description: 'Update an existing contact',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'HubSpot contact ID',
},
email: {
type: 'string',
description: 'Updated email address',
},
firstname: {
type: 'string',
description: 'Updated first name',
},
lastname: {
type: 'string',
description: 'Updated last name',
},
phone: {
type: 'string',
description: 'Updated phone number',
},
additionalProperties: {
type: 'object',
description: 'Additional properties to update as key-value pairs',
},
},
required: ['contactId'],
},
handler: async (args: any) => {
const properties: Partial<ContactProperties> = {
email: args.email,
firstname: args.firstname,
lastname: args.lastname,
phone: args.phone,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const contact = await client.updateObject<ContactProperties>(
'contacts',
args.contactId,
properties
);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
contact,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_contact',
description: 'Archive (soft delete) a contact',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'HubSpot contact ID to archive',
},
},
required: ['contactId'],
},
handler: async (args: any) => {
await client.archiveObject('contacts', args.contactId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Contact ${args.contactId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_search_contacts',
description: 'Search contacts with filters and sorting. Supports complex queries.',
inputSchema: {
type: 'object',
properties: {
filters: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
operator: { type: 'string', enum: ['EQ', 'NEQ', 'LT', 'LTE', 'GT', 'GTE', 'CONTAINS_TOKEN', 'HAS_PROPERTY'] },
value: { type: 'string' },
},
required: ['propertyName', 'operator'],
},
description: 'Array of filters to apply',
},
query: {
type: 'string',
description: 'Free text search query',
},
sorts: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
direction: { type: 'string', enum: ['ASCENDING', 'DESCENDING'] },
},
},
description: 'Sort criteria',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Properties to retrieve',
},
limit: {
type: 'number',
description: 'Maximum results (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const searchRequest: any = {
filterGroups: args.filters
? [{ filters: args.filters }]
: undefined,
query: args.query,
sorts: args.sorts,
properties: args.properties,
limit: Math.min(args.limit || 10, 100),
after: args.after,
};
const response = await client.searchObjects<ContactProperties>('contacts', searchRequest);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.total,
results: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_create_contacts',
description: 'Create multiple contacts in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
contacts: {
type: 'array',
items: {
type: 'object',
properties: {
email: { type: 'string' },
firstname: { type: 'string' },
lastname: { type: 'string' },
phone: { type: 'string' },
company: { type: 'string' },
},
},
description: 'Array of contact objects to create',
},
},
required: ['contacts'],
},
handler: async (args: any) => {
const inputs = args.contacts.map((c: any) => ({ properties: c }));
const response = await client.batchCreateObjects<ContactProperties>('contacts', { inputs });
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
created: response.results.length,
contacts: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_update_contacts',
description: 'Update multiple contacts in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
updates: {
type: 'array',
items: {
type: 'object',
properties: {
id: { type: 'string', description: 'Contact ID' },
properties: { type: 'object', description: 'Properties to update' },
},
required: ['id', 'properties'],
},
description: 'Array of contact updates',
},
},
required: ['updates'],
},
handler: async (args: any) => {
const response = await client.batchUpdateObjects<ContactProperties>('contacts', {
inputs: args.updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
updated: response.results.length,
contacts: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Deals Tools
* Tools for managing deals in HubSpot CRM
*/
import type { HubSpotClient } from '../clients/hubspot.js';
import type { DealProperties } from '../types/index.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_deals',
description: 'List deals with pagination. Returns up to 100 deals per request.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of deals to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor from previous response',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve (e.g., ["dealname", "amount", "dealstage"])',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<DealProperties>('deals', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
properties: args.properties,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
deals: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_deal',
description: 'Get a single deal by ID with all details',
inputSchema: {
type: 'object',
properties: {
dealId: {
type: 'string',
description: 'HubSpot deal ID',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve',
},
associations: {
type: 'array',
items: { type: 'string' },
description: 'Associated object types to include (e.g., ["contacts", "companies"])',
},
},
required: ['dealId'],
},
handler: async (args: any) => {
const deal = await client.getObject<DealProperties>(
'deals',
args.dealId,
args.properties,
args.associations
);
return {
content: [
{
type: 'text',
text: JSON.stringify(deal, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_deal',
description: 'Create a new deal in HubSpot CRM',
inputSchema: {
type: 'object',
properties: {
dealname: {
type: 'string',
description: 'Deal name (required)',
},
amount: {
type: 'string',
description: 'Deal amount',
},
dealstage: {
type: 'string',
description: 'Deal stage ID',
},
pipeline: {
type: 'string',
description: 'Pipeline ID',
},
closedate: {
type: 'string',
description: 'Expected close date (ISO format)',
},
hubspot_owner_id: {
type: 'string',
description: 'Owner/user ID',
},
description: {
type: 'string',
description: 'Deal description',
},
additionalProperties: {
type: 'object',
description: 'Additional custom properties as key-value pairs',
},
},
required: ['dealname'],
},
handler: async (args: any) => {
const properties: DealProperties = {
dealname: args.dealname,
amount: args.amount,
dealstage: args.dealstage,
pipeline: args.pipeline,
closedate: args.closedate,
hubspot_owner_id: args.hubspot_owner_id,
description: args.description,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const deal = await client.createObject<DealProperties>('deals', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
dealId: deal.id,
deal,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_deal',
description: 'Update an existing deal',
inputSchema: {
type: 'object',
properties: {
dealId: {
type: 'string',
description: 'HubSpot deal ID',
},
dealname: {
type: 'string',
description: 'Updated deal name',
},
amount: {
type: 'string',
description: 'Updated amount',
},
dealstage: {
type: 'string',
description: 'Updated deal stage ID',
},
closedate: {
type: 'string',
description: 'Updated close date',
},
additionalProperties: {
type: 'object',
description: 'Additional properties to update as key-value pairs',
},
},
required: ['dealId'],
},
handler: async (args: any) => {
const properties: Partial<DealProperties> = {
dealname: args.dealname,
amount: args.amount,
dealstage: args.dealstage,
closedate: args.closedate,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const deal = await client.updateObject<DealProperties>(
'deals',
args.dealId,
properties
);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
deal,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_deal',
description: 'Archive (soft delete) a deal',
inputSchema: {
type: 'object',
properties: {
dealId: {
type: 'string',
description: 'HubSpot deal ID to archive',
},
},
required: ['dealId'],
},
handler: async (args: any) => {
await client.archiveObject('deals', args.dealId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Deal ${args.dealId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_move_deal_stage',
description: 'Move a deal to a different stage in the pipeline',
inputSchema: {
type: 'object',
properties: {
dealId: {
type: 'string',
description: 'HubSpot deal ID',
},
dealstage: {
type: 'string',
description: 'New deal stage ID to move to',
},
},
required: ['dealId', 'dealstage'],
},
handler: async (args: any) => {
const deal = await client.updateObject<DealProperties>('deals', args.dealId, {
dealstage: args.dealstage,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Deal ${args.dealId} moved to stage ${args.dealstage}`,
deal,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_search_deals',
description: 'Search deals with filters and sorting. Supports complex queries.',
inputSchema: {
type: 'object',
properties: {
filters: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
operator: { type: 'string', enum: ['EQ', 'NEQ', 'LT', 'LTE', 'GT', 'GTE', 'CONTAINS_TOKEN', 'HAS_PROPERTY'] },
value: { type: 'string' },
},
required: ['propertyName', 'operator'],
},
description: 'Array of filters to apply',
},
query: {
type: 'string',
description: 'Free text search query',
},
sorts: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
direction: { type: 'string', enum: ['ASCENDING', 'DESCENDING'] },
},
},
description: 'Sort criteria',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Properties to retrieve',
},
limit: {
type: 'number',
description: 'Maximum results (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const searchRequest: any = {
filterGroups: args.filters
? [{ filters: args.filters }]
: undefined,
query: args.query,
sorts: args.sorts,
properties: args.properties,
limit: Math.min(args.limit || 10, 100),
after: args.after,
};
const response = await client.searchObjects<DealProperties>('deals', searchRequest);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.total,
results: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_create_deals',
description: 'Create multiple deals in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
deals: {
type: 'array',
items: {
type: 'object',
properties: {
dealname: { type: 'string' },
amount: { type: 'string' },
dealstage: { type: 'string' },
pipeline: { type: 'string' },
},
},
description: 'Array of deal objects to create',
},
},
required: ['deals'],
},
handler: async (args: any) => {
const inputs = args.deals.map((d: any) => ({ properties: d }));
const response = await client.batchCreateObjects<DealProperties>('deals', { inputs });
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
created: response.results.length,
deals: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_batch_update_deals',
description: 'Update multiple deals in a single batch request (up to 100)',
inputSchema: {
type: 'object',
properties: {
updates: {
type: 'array',
items: {
type: 'object',
properties: {
id: { type: 'string', description: 'Deal ID' },
properties: { type: 'object', description: 'Properties to update' },
},
required: ['id', 'properties'],
},
description: 'Array of deal updates',
},
},
required: ['updates'],
},
handler: async (args: any) => {
const response = await client.batchUpdateObjects<DealProperties>('deals', {
inputs: args.updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
updated: response.results.length,
deals: response.results,
errors: response.errors,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Marketing Emails Tools
* Tools for managing marketing emails in HubSpot
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_emails',
description: 'List marketing emails with pagination',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of emails to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/marketing/v3/emails',
params: {
limit: args.limit || 20,
offset: args.offset || 0,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_email',
description: 'Get a specific marketing email by ID',
inputSchema: {
type: 'object',
properties: {
emailId: {
type: 'string',
description: 'Marketing email ID',
},
},
required: ['emailId'],
},
handler: async (args: any) => {
const email = await client.apiRequest<any>({
method: 'GET',
url: `/marketing/v3/emails/${args.emailId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(email, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_email',
description: 'Create a new marketing email',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Email name',
},
subject: {
type: 'string',
description: 'Email subject line',
},
fromName: {
type: 'string',
description: 'Sender name',
},
replyTo: {
type: 'string',
description: 'Reply-to email address',
},
},
required: ['name', 'subject'],
},
handler: async (args: any) => {
const email = await client.apiRequest<any>({
method: 'POST',
url: '/marketing/v3/emails',
data: {
name: args.name,
subject: args.subject,
fromName: args.fromName,
replyTo: args.replyTo,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
emailId: email.id,
email,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_email',
description: 'Update an existing marketing email',
inputSchema: {
type: 'object',
properties: {
emailId: {
type: 'string',
description: 'Email ID to update',
},
name: {
type: 'string',
description: 'Updated email name',
},
subject: {
type: 'string',
description: 'Updated subject line',
},
fromName: {
type: 'string',
description: 'Updated sender name',
},
},
required: ['emailId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.name) updates.name = args.name;
if (args.subject) updates.subject = args.subject;
if (args.fromName) updates.fromName = args.fromName;
const email = await client.apiRequest<any>({
method: 'PATCH',
url: `/marketing/v3/emails/${args.emailId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
email,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_send_email',
description: 'Send or schedule a marketing email',
inputSchema: {
type: 'object',
properties: {
emailId: {
type: 'string',
description: 'Email ID to send',
},
},
required: ['emailId'],
},
handler: async (args: any) => {
const result = await client.apiRequest<any>({
method: 'POST',
url: `/marketing/v3/emails/${args.emailId}/send`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: 'Email sent successfully',
result,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_clone_email',
description: 'Clone/duplicate an existing marketing email',
inputSchema: {
type: 'object',
properties: {
emailId: {
type: 'string',
description: 'Email ID to clone',
},
name: {
type: 'string',
description: 'Name for the cloned email',
},
},
required: ['emailId'],
},
handler: async (args: any) => {
const cloned = await client.apiRequest<any>({
method: 'POST',
url: `/marketing/v3/emails/${args.emailId}/clone`,
data: args.name ? { name: args.name } : {},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
clonedEmailId: cloned.id,
email: cloned,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_email_stats',
description: 'Get statistics for a marketing email (sends, opens, clicks)',
inputSchema: {
type: 'object',
properties: {
emailId: {
type: 'string',
description: 'Email ID',
},
},
required: ['emailId'],
},
handler: async (args: any) => {
const stats = await client.apiRequest<any>({
method: 'GET',
url: `/marketing/v3/emails/${args.emailId}/statistics`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(stats, null, 2),
},
],
};
},
},
];
}

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/**
* HubSpot Engagements Tools
* Tools for managing engagements: notes, calls, emails, meetings, tasks
*/
import type { HubSpotClient } from '../clients/hubspot.js';
import type {
NoteProperties,
CallProperties,
EmailEngagementProperties,
MeetingProperties,
TaskProperties,
} from '../types/index.js';
export function getTools(client: HubSpotClient) {
return [
// Notes
{
name: 'hubspot_list_notes',
description: 'List engagement notes',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of notes to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<NoteProperties>('notes', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
notes: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_note',
description: 'Get a specific note by ID',
inputSchema: {
type: 'object',
properties: {
noteId: {
type: 'string',
description: 'Note ID',
},
},
required: ['noteId'],
},
handler: async (args: any) => {
const note = await client.getObject<NoteProperties>('notes', args.noteId);
return {
content: [
{
type: 'text',
text: JSON.stringify(note, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_note',
description: 'Create a new engagement note',
inputSchema: {
type: 'object',
properties: {
note_body: {
type: 'string',
description: 'Note content/body',
},
hs_timestamp: {
type: 'string',
description: 'Timestamp (ISO format)',
},
hubspot_owner_id: {
type: 'string',
description: 'Owner ID',
},
},
required: ['note_body'],
},
handler: async (args: any) => {
const properties: any = {
hs_note_body: args.note_body,
hs_timestamp: args.hs_timestamp || new Date().toISOString(),
hubspot_owner_id: args.hubspot_owner_id,
};
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const note = await client.createObject<NoteProperties>('notes', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
noteId: note.id,
note,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_note',
description: 'Update an existing note',
inputSchema: {
type: 'object',
properties: {
noteId: {
type: 'string',
description: 'Note ID',
},
note_body: {
type: 'string',
description: 'Updated note content',
},
},
required: ['noteId'],
},
handler: async (args: any) => {
const properties: any = {};
if (args.note_body) properties.hs_note_body = args.note_body;
const note = await client.updateObject<NoteProperties>('notes', args.noteId, properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
note,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_note',
description: 'Archive a note',
inputSchema: {
type: 'object',
properties: {
noteId: {
type: 'string',
description: 'Note ID to archive',
},
},
required: ['noteId'],
},
handler: async (args: any) => {
await client.archiveObject('notes', args.noteId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Note ${args.noteId} archived successfully`,
},
null,
2
),
},
],
};
},
},
// Calls
{
name: 'hubspot_list_calls',
description: 'List engagement calls',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of calls to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<CallProperties>('calls', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
calls: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_create_call',
description: 'Create a new call engagement',
inputSchema: {
type: 'object',
properties: {
title: {
type: 'string',
description: 'Call title',
},
body: {
type: 'string',
description: 'Call notes/description',
},
duration: {
type: 'string',
description: 'Duration in milliseconds',
},
status: {
type: 'string',
description: 'Call status (e.g., COMPLETED, SCHEDULED)',
},
direction: {
type: 'string',
description: 'INBOUND or OUTBOUND',
},
hs_timestamp: {
type: 'string',
description: 'Timestamp (ISO format)',
},
},
},
handler: async (args: any) => {
const properties: any = {
hs_call_title: args.title,
hs_call_body: args.body,
hs_call_duration: args.duration,
hs_call_status: args.status,
hs_call_direction: args.direction,
hs_timestamp: args.hs_timestamp || new Date().toISOString(),
};
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const call = await client.createObject<CallProperties>('calls', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
callId: call.id,
call,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_call',
description: 'Archive a call engagement',
inputSchema: {
type: 'object',
properties: {
callId: {
type: 'string',
description: 'Call ID to archive',
},
},
required: ['callId'],
},
handler: async (args: any) => {
await client.archiveObject('calls', args.callId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Call ${args.callId} archived successfully`,
},
null,
2
),
},
],
};
},
},
// Meetings
{
name: 'hubspot_list_meetings',
description: 'List engagement meetings',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of meetings to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<MeetingProperties>('meetings', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
meetings: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_create_meeting',
description: 'Create a new meeting engagement',
inputSchema: {
type: 'object',
properties: {
title: {
type: 'string',
description: 'Meeting title',
},
body: {
type: 'string',
description: 'Meeting notes/description',
},
start_time: {
type: 'string',
description: 'Start time (ISO format)',
},
end_time: {
type: 'string',
description: 'End time (ISO format)',
},
outcome: {
type: 'string',
description: 'Meeting outcome',
},
},
},
handler: async (args: any) => {
const properties: any = {
hs_meeting_title: args.title,
hs_meeting_body: args.body,
hs_meeting_start_time: args.start_time,
hs_meeting_end_time: args.end_time,
hs_meeting_outcome: args.outcome,
hs_timestamp: args.start_time || new Date().toISOString(),
};
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const meeting = await client.createObject<MeetingProperties>('meetings', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
meetingId: meeting.id,
meeting,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_meeting',
description: 'Archive a meeting engagement',
inputSchema: {
type: 'object',
properties: {
meetingId: {
type: 'string',
description: 'Meeting ID to archive',
},
},
required: ['meetingId'],
},
handler: async (args: any) => {
await client.archiveObject('meetings', args.meetingId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Meeting ${args.meetingId} archived successfully`,
},
null,
2
),
},
],
};
},
},
// Tasks
{
name: 'hubspot_list_tasks',
description: 'List engagement tasks',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of tasks to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<TaskProperties>('tasks', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
tasks: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_create_task',
description: 'Create a new task engagement',
inputSchema: {
type: 'object',
properties: {
subject: {
type: 'string',
description: 'Task subject',
},
body: {
type: 'string',
description: 'Task description',
},
status: {
type: 'string',
description: 'Task status (e.g., NOT_STARTED, IN_PROGRESS, COMPLETED)',
},
priority: {
type: 'string',
description: 'Task priority (e.g., LOW, MEDIUM, HIGH)',
},
task_type: {
type: 'string',
description: 'Task type (e.g., TODO, EMAIL, CALL)',
},
},
},
handler: async (args: any) => {
const properties: any = {
hs_task_subject: args.subject,
hs_task_body: args.body,
hs_task_status: args.status,
hs_task_priority: args.priority,
hs_task_type: args.task_type,
hs_timestamp: new Date().toISOString(),
};
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const task = await client.createObject<TaskProperties>('tasks', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
taskId: task.id,
task,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_task',
description: 'Update an existing task',
inputSchema: {
type: 'object',
properties: {
taskId: {
type: 'string',
description: 'Task ID',
},
status: {
type: 'string',
description: 'Updated task status',
},
priority: {
type: 'string',
description: 'Updated priority',
},
},
required: ['taskId'],
},
handler: async (args: any) => {
const properties: any = {};
if (args.status) properties.hs_task_status = args.status;
if (args.priority) properties.hs_task_priority = args.priority;
const task = await client.updateObject<TaskProperties>('tasks', args.taskId, properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
task,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_task',
description: 'Archive a task engagement',
inputSchema: {
type: 'object',
properties: {
taskId: {
type: 'string',
description: 'Task ID to archive',
},
},
required: ['taskId'],
},
handler: async (args: any) => {
await client.archiveObject('tasks', args.taskId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Task ${args.taskId} archived successfully`,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Forms Tools
* Tools for managing forms and form submissions
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_forms',
description: 'List all forms',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of forms to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/marketing/v3/forms',
params: {
limit: args.limit || 20,
after: args.offset || 0,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_form',
description: 'Get a specific form by ID',
inputSchema: {
type: 'object',
properties: {
formId: {
type: 'string',
description: 'Form ID',
},
},
required: ['formId'],
},
handler: async (args: any) => {
const form = await client.apiRequest<any>({
method: 'GET',
url: `/marketing/v3/forms/${args.formId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(form, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_form',
description: 'Create a new form',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Form name',
},
formType: {
type: 'string',
description: 'Form type (e.g., "hubspot")',
},
submitText: {
type: 'string',
description: 'Submit button text',
},
redirect: {
type: 'string',
description: 'Redirect URL after submission',
},
},
required: ['name'],
},
handler: async (args: any) => {
const form = await client.apiRequest<any>({
method: 'POST',
url: '/marketing/v3/forms',
data: {
name: args.name,
formType: args.formType || 'hubspot',
submitText: args.submitText || 'Submit',
redirect: args.redirect,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
formId: form.id,
form,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_form',
description: 'Update an existing form',
inputSchema: {
type: 'object',
properties: {
formId: {
type: 'string',
description: 'Form ID',
},
name: {
type: 'string',
description: 'Updated form name',
},
submitText: {
type: 'string',
description: 'Updated submit button text',
},
},
required: ['formId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.name) updates.name = args.name;
if (args.submitText) updates.submitText = args.submitText;
const form = await client.apiRequest<any>({
method: 'PATCH',
url: `/marketing/v3/forms/${args.formId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
form,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_form',
description: 'Archive a form',
inputSchema: {
type: 'object',
properties: {
formId: {
type: 'string',
description: 'Form ID to archive',
},
},
required: ['formId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/marketing/v3/forms/${args.formId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Form ${args.formId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_form_submissions',
description: 'Get submissions for a specific form',
inputSchema: {
type: 'object',
properties: {
formId: {
type: 'string',
description: 'Form ID',
},
limit: {
type: 'number',
description: 'Maximum number of submissions to return',
default: 20,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
required: ['formId'],
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: `/form-integrations/v1/submissions/forms/${args.formId}`,
params: {
limit: args.limit || 20,
after: args.after,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
];
}

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/**
* HubSpot Lists Tools
* Tools for managing contact lists (static and active/dynamic)
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_lists',
description: 'List all contact lists',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of lists to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/contacts/v1/lists',
params: {
count: args.limit || 20,
offset: args.offset || 0,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_list',
description: 'Get a specific contact list by ID',
inputSchema: {
type: 'object',
properties: {
listId: {
type: 'string',
description: 'List ID',
},
},
required: ['listId'],
},
handler: async (args: any) => {
const list = await client.apiRequest<any>({
method: 'GET',
url: `/contacts/v1/lists/${args.listId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(list, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_static_list',
description: 'Create a new static contact list',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'List name',
},
description: {
type: 'string',
description: 'List description',
},
},
required: ['name'],
},
handler: async (args: any) => {
const list = await client.apiRequest<any>({
method: 'POST',
url: '/contacts/v1/lists',
data: {
name: args.name,
dynamic: false,
description: args.description,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
listId: list.listId,
list,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_create_active_list',
description: 'Create a new active/dynamic contact list with filters',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'List name',
},
description: {
type: 'string',
description: 'List description',
},
filters: {
type: 'array',
description: 'Array of filter criteria',
},
},
required: ['name'],
},
handler: async (args: any) => {
const list = await client.apiRequest<any>({
method: 'POST',
url: '/contacts/v1/lists',
data: {
name: args.name,
dynamic: true,
description: args.description,
filters: args.filters || [],
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
listId: list.listId,
list,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_list',
description: 'Update an existing contact list',
inputSchema: {
type: 'object',
properties: {
listId: {
type: 'string',
description: 'List ID',
},
name: {
type: 'string',
description: 'Updated list name',
},
description: {
type: 'string',
description: 'Updated description',
},
},
required: ['listId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.name) updates.name = args.name;
if (args.description) updates.description = args.description;
const list = await client.apiRequest<any>({
method: 'POST',
url: `/contacts/v1/lists/${args.listId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
list,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_list',
description: 'Delete a contact list',
inputSchema: {
type: 'object',
properties: {
listId: {
type: 'string',
description: 'List ID to delete',
},
},
required: ['listId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/contacts/v1/lists/${args.listId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `List ${args.listId} deleted successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_add_contacts_to_list',
description: 'Add contacts to a static list',
inputSchema: {
type: 'object',
properties: {
listId: {
type: 'string',
description: 'List ID',
},
contactIds: {
type: 'array',
items: { type: 'string' },
description: 'Array of contact IDs to add',
},
},
required: ['listId', 'contactIds'],
},
handler: async (args: any) => {
const result = await client.apiRequest<any>({
method: 'POST',
url: `/contacts/v1/lists/${args.listId}/add`,
data: {
vids: args.contactIds.map((id: string) => parseInt(id, 10)),
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Added ${args.contactIds.length} contacts to list ${args.listId}`,
result,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_remove_contacts_from_list',
description: 'Remove contacts from a static list',
inputSchema: {
type: 'object',
properties: {
listId: {
type: 'string',
description: 'List ID',
},
contactIds: {
type: 'array',
items: { type: 'string' },
description: 'Array of contact IDs to remove',
},
},
required: ['listId', 'contactIds'],
},
handler: async (args: any) => {
const result = await client.apiRequest<any>({
method: 'POST',
url: `/contacts/v1/lists/${args.listId}/remove`,
data: {
vids: args.contactIds.map((id: string) => parseInt(id, 10)),
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Removed ${args.contactIds.length} contacts from list ${args.listId}`,
result,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Pipelines Tools
* Tools for managing pipelines and pipeline stages (deals + tickets)
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
// Deal Pipelines
{
name: 'hubspot_list_deal_pipelines',
description: 'List all deal pipelines',
inputSchema: {
type: 'object',
properties: {},
},
handler: async () => {
const pipelines = await client.getPipelines('deals');
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: pipelines.length,
pipelines,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_deal_pipeline',
description: 'Get a specific deal pipeline by ID',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
const pipeline = await client.apiRequest<any>({
method: 'GET',
url: `/crm/v3/pipelines/deals/${args.pipelineId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(pipeline, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_deal_pipeline',
description: 'Create a new deal pipeline',
inputSchema: {
type: 'object',
properties: {
label: {
type: 'string',
description: 'Pipeline label/name',
},
displayOrder: {
type: 'number',
description: 'Display order',
},
stages: {
type: 'array',
items: {
type: 'object',
properties: {
label: { type: 'string' },
displayOrder: { type: 'number' },
metadata: { type: 'object' },
},
},
description: 'Array of pipeline stages',
},
},
required: ['label'],
},
handler: async (args: any) => {
const pipeline = await client.apiRequest<any>({
method: 'POST',
url: '/crm/v3/pipelines/deals',
data: {
label: args.label,
displayOrder: args.displayOrder || 0,
stages: args.stages || [],
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
pipelineId: pipeline.id,
pipeline,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_deal_pipeline',
description: 'Update an existing deal pipeline',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID',
},
label: {
type: 'string',
description: 'Updated label',
},
displayOrder: {
type: 'number',
description: 'Updated display order',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.label) updates.label = args.label;
if (args.displayOrder !== undefined) updates.displayOrder = args.displayOrder;
const pipeline = await client.apiRequest<any>({
method: 'PATCH',
url: `/crm/v3/pipelines/deals/${args.pipelineId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
pipeline,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_deal_pipeline',
description: 'Archive a deal pipeline',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID to archive',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/crm/v3/pipelines/deals/${args.pipelineId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Pipeline ${args.pipelineId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_create_deal_stage',
description: 'Create a new stage in a deal pipeline',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID',
},
label: {
type: 'string',
description: 'Stage label/name',
},
displayOrder: {
type: 'number',
description: 'Display order',
},
metadata: {
type: 'object',
description: 'Stage metadata',
},
},
required: ['pipelineId', 'label'],
},
handler: async (args: any) => {
const stage = await client.apiRequest<any>({
method: 'POST',
url: `/crm/v3/pipelines/deals/${args.pipelineId}/stages`,
data: {
label: args.label,
displayOrder: args.displayOrder || 0,
metadata: args.metadata || {},
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
stageId: stage.id,
stage,
},
null,
2
),
},
],
};
},
},
// Ticket Pipelines
{
name: 'hubspot_list_ticket_pipelines',
description: 'List all ticket pipelines',
inputSchema: {
type: 'object',
properties: {},
},
handler: async () => {
const pipelines = await client.getPipelines('tickets');
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: pipelines.length,
pipelines,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_ticket_pipeline',
description: 'Get a specific ticket pipeline by ID',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
const pipeline = await client.apiRequest<any>({
method: 'GET',
url: `/crm/v3/pipelines/tickets/${args.pipelineId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(pipeline, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_ticket_pipeline',
description: 'Create a new ticket pipeline',
inputSchema: {
type: 'object',
properties: {
label: {
type: 'string',
description: 'Pipeline label/name',
},
displayOrder: {
type: 'number',
description: 'Display order',
},
stages: {
type: 'array',
items: {
type: 'object',
properties: {
label: { type: 'string' },
displayOrder: { type: 'number' },
metadata: { type: 'object' },
},
},
description: 'Array of pipeline stages',
},
},
required: ['label'],
},
handler: async (args: any) => {
const pipeline = await client.apiRequest<any>({
method: 'POST',
url: '/crm/v3/pipelines/tickets',
data: {
label: args.label,
displayOrder: args.displayOrder || 0,
stages: args.stages || [],
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
pipelineId: pipeline.id,
pipeline,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_ticket_pipeline',
description: 'Update an existing ticket pipeline',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID',
},
label: {
type: 'string',
description: 'Updated label',
},
displayOrder: {
type: 'number',
description: 'Updated display order',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.label) updates.label = args.label;
if (args.displayOrder !== undefined) updates.displayOrder = args.displayOrder;
const pipeline = await client.apiRequest<any>({
method: 'PATCH',
url: `/crm/v3/pipelines/tickets/${args.pipelineId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
pipeline,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_ticket_pipeline',
description: 'Archive a ticket pipeline',
inputSchema: {
type: 'object',
properties: {
pipelineId: {
type: 'string',
description: 'Pipeline ID to archive',
},
},
required: ['pipelineId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/crm/v3/pipelines/tickets/${args.pipelineId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Pipeline ${args.pipelineId} archived successfully`,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Tickets Tools
* Tools for managing tickets (service/support) in HubSpot CRM
*/
import type { HubSpotClient } from '../clients/hubspot.js';
import type { TicketProperties } from '../types/index.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_tickets',
description: 'List tickets with pagination. Returns up to 100 tickets per request.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of tickets to return (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor from previous response',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve (e.g., ["subject", "content", "hs_ticket_priority"])',
},
},
},
handler: async (args: any) => {
const response = await client.listObjects<TicketProperties>('tickets', {
limit: Math.min(args.limit || 10, 100),
after: args.after,
properties: args.properties,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.results.length,
tickets: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_get_ticket',
description: 'Get a single ticket by ID with all details',
inputSchema: {
type: 'object',
properties: {
ticketId: {
type: 'string',
description: 'HubSpot ticket ID',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Specific properties to retrieve',
},
associations: {
type: 'array',
items: { type: 'string' },
description: 'Associated object types to include (e.g., ["contacts", "companies"])',
},
},
required: ['ticketId'],
},
handler: async (args: any) => {
const ticket = await client.getObject<TicketProperties>(
'tickets',
args.ticketId,
args.properties,
args.associations
);
return {
content: [
{
type: 'text',
text: JSON.stringify(ticket, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_ticket',
description: 'Create a new ticket in HubSpot',
inputSchema: {
type: 'object',
properties: {
subject: {
type: 'string',
description: 'Ticket subject (required)',
},
content: {
type: 'string',
description: 'Ticket content/description',
},
hs_ticket_priority: {
type: 'string',
description: 'Priority (e.g., "LOW", "MEDIUM", "HIGH")',
},
hs_pipeline_stage: {
type: 'string',
description: 'Pipeline stage ID',
},
hs_pipeline: {
type: 'string',
description: 'Pipeline ID',
},
hubspot_owner_id: {
type: 'string',
description: 'Owner/user ID',
},
hs_ticket_category: {
type: 'string',
description: 'Ticket category',
},
additionalProperties: {
type: 'object',
description: 'Additional custom properties as key-value pairs',
},
},
required: ['subject'],
},
handler: async (args: any) => {
const properties: TicketProperties = {
subject: args.subject,
content: args.content,
hs_ticket_priority: args.hs_ticket_priority,
hs_pipeline_stage: args.hs_pipeline_stage,
hs_pipeline: args.hs_pipeline,
hubspot_owner_id: args.hubspot_owner_id,
hs_ticket_category: args.hs_ticket_category,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const ticket = await client.createObject<TicketProperties>('tickets', properties);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
ticketId: ticket.id,
ticket,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_ticket',
description: 'Update an existing ticket',
inputSchema: {
type: 'object',
properties: {
ticketId: {
type: 'string',
description: 'HubSpot ticket ID',
},
subject: {
type: 'string',
description: 'Updated subject',
},
content: {
type: 'string',
description: 'Updated content',
},
hs_ticket_priority: {
type: 'string',
description: 'Updated priority',
},
hs_pipeline_stage: {
type: 'string',
description: 'Updated pipeline stage',
},
additionalProperties: {
type: 'object',
description: 'Additional properties to update as key-value pairs',
},
},
required: ['ticketId'],
},
handler: async (args: any) => {
const properties: Partial<TicketProperties> = {
subject: args.subject,
content: args.content,
hs_ticket_priority: args.hs_ticket_priority,
hs_pipeline_stage: args.hs_pipeline_stage,
...(args.additionalProperties || {}),
};
// Remove undefined values
Object.keys(properties).forEach(
(key) => properties[key] === undefined && delete properties[key]
);
const ticket = await client.updateObject<TicketProperties>(
'tickets',
args.ticketId,
properties
);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
ticket,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_ticket',
description: 'Archive (soft delete) a ticket',
inputSchema: {
type: 'object',
properties: {
ticketId: {
type: 'string',
description: 'HubSpot ticket ID to archive',
},
},
required: ['ticketId'],
},
handler: async (args: any) => {
await client.archiveObject('tickets', args.ticketId);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Ticket ${args.ticketId} archived successfully`,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_search_tickets',
description: 'Search tickets with filters and sorting. Supports complex queries.',
inputSchema: {
type: 'object',
properties: {
filters: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
operator: { type: 'string', enum: ['EQ', 'NEQ', 'LT', 'LTE', 'GT', 'GTE', 'CONTAINS_TOKEN', 'HAS_PROPERTY'] },
value: { type: 'string' },
},
required: ['propertyName', 'operator'],
},
description: 'Array of filters to apply',
},
query: {
type: 'string',
description: 'Free text search query',
},
sorts: {
type: 'array',
items: {
type: 'object',
properties: {
propertyName: { type: 'string' },
direction: { type: 'string', enum: ['ASCENDING', 'DESCENDING'] },
},
},
description: 'Sort criteria',
},
properties: {
type: 'array',
items: { type: 'string' },
description: 'Properties to retrieve',
},
limit: {
type: 'number',
description: 'Maximum results (max 100)',
default: 10,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const searchRequest: any = {
filterGroups: args.filters
? [{ filters: args.filters }]
: undefined,
query: args.query,
sorts: args.sorts,
properties: args.properties,
limit: Math.min(args.limit || 10, 100),
after: args.after,
};
const response = await client.searchObjects<TicketProperties>('tickets', searchRequest);
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
total: response.total,
results: response.results,
nextCursor: response.paging?.next?.after,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Webhooks Tools
* Tools for managing webhook subscriptions
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_webhooks',
description: 'List all webhook subscriptions',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of webhooks to return',
default: 20,
},
after: {
type: 'string',
description: 'Pagination cursor',
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/webhooks/v3/subscriptions',
params: {
limit: args.limit || 20,
after: args.after,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_webhook',
description: 'Get a specific webhook subscription by ID',
inputSchema: {
type: 'object',
properties: {
webhookId: {
type: 'string',
description: 'Webhook subscription ID',
},
},
required: ['webhookId'],
},
handler: async (args: any) => {
const webhook = await client.apiRequest<any>({
method: 'GET',
url: `/webhooks/v3/subscriptions/${args.webhookId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(webhook, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_webhook',
description: 'Create a new webhook subscription',
inputSchema: {
type: 'object',
properties: {
eventType: {
type: 'string',
description: 'Event type to subscribe to (e.g., contact.creation, deal.propertyChange)',
},
targetUrl: {
type: 'string',
description: 'Target URL to receive webhook notifications',
},
active: {
type: 'boolean',
description: 'Whether the webhook is active',
default: true,
},
propertyName: {
type: 'string',
description: 'Specific property name (for propertyChange events)',
},
},
required: ['eventType', 'targetUrl'],
},
handler: async (args: any) => {
const data: any = {
eventType: args.eventType,
active: args.active !== false,
};
// For propertyChange events, include propertyName
if (args.propertyName) {
data.propertyName = args.propertyName;
}
const webhook = await client.apiRequest<any>({
method: 'POST',
url: '/webhooks/v3/subscriptions',
data: {
...data,
webhookUrl: args.targetUrl,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
webhookId: webhook.id,
webhook,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_update_webhook',
description: 'Update an existing webhook subscription',
inputSchema: {
type: 'object',
properties: {
webhookId: {
type: 'string',
description: 'Webhook subscription ID',
},
active: {
type: 'boolean',
description: 'Whether the webhook is active',
},
targetUrl: {
type: 'string',
description: 'Updated target URL',
},
},
required: ['webhookId'],
},
handler: async (args: any) => {
const updates: any = {};
if (args.active !== undefined) updates.active = args.active;
if (args.targetUrl) updates.webhookUrl = args.targetUrl;
const webhook = await client.apiRequest<any>({
method: 'PATCH',
url: `/webhooks/v3/subscriptions/${args.webhookId}`,
data: updates,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
webhook,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_delete_webhook',
description: 'Delete a webhook subscription',
inputSchema: {
type: 'object',
properties: {
webhookId: {
type: 'string',
description: 'Webhook subscription ID to delete',
},
},
required: ['webhookId'],
},
handler: async (args: any) => {
await client.apiRequest({
method: 'DELETE',
url: `/webhooks/v3/subscriptions/${args.webhookId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Webhook ${args.webhookId} deleted successfully`,
},
null,
2
),
},
],
};
},
},
];
}

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/**
* HubSpot Workflows Tools
* Tools for managing workflows (automation)
*/
import type { HubSpotClient } from '../clients/hubspot.js';
export function getTools(client: HubSpotClient) {
return [
{
name: 'hubspot_list_workflows',
description: 'List all workflows',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of workflows to return',
default: 20,
},
offset: {
type: 'number',
description: 'Offset for pagination',
default: 0,
},
},
},
handler: async (args: any) => {
const response = await client.apiRequest<any>({
method: 'GET',
url: '/automation/v3/workflows',
params: {
limit: args.limit || 20,
offset: args.offset || 0,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(response, null, 2),
},
],
};
},
},
{
name: 'hubspot_get_workflow',
description: 'Get a specific workflow by ID',
inputSchema: {
type: 'object',
properties: {
workflowId: {
type: 'string',
description: 'Workflow ID',
},
},
required: ['workflowId'],
},
handler: async (args: any) => {
const workflow = await client.apiRequest<any>({
method: 'GET',
url: `/automation/v3/workflows/${args.workflowId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(workflow, null, 2),
},
],
};
},
},
{
name: 'hubspot_create_workflow',
description: 'Create a new workflow',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Workflow name',
},
type: {
type: 'string',
description: 'Workflow type (e.g., CONTACT_WORKFLOW)',
},
enabled: {
type: 'boolean',
description: 'Whether to activate immediately',
default: false,
},
},
required: ['name', 'type'],
},
handler: async (args: any) => {
const workflow = await client.apiRequest<any>({
method: 'POST',
url: '/automation/v3/workflows',
data: {
name: args.name,
type: args.type,
enabled: args.enabled || false,
},
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
workflowId: workflow.id,
workflow,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_activate_workflow',
description: 'Activate a workflow',
inputSchema: {
type: 'object',
properties: {
workflowId: {
type: 'string',
description: 'Workflow ID to activate',
},
},
required: ['workflowId'],
},
handler: async (args: any) => {
const workflow = await client.apiRequest<any>({
method: 'POST',
url: `/automation/v3/workflows/${args.workflowId}/activate`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Workflow ${args.workflowId} activated successfully`,
workflow,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_deactivate_workflow',
description: 'Deactivate a workflow',
inputSchema: {
type: 'object',
properties: {
workflowId: {
type: 'string',
description: 'Workflow ID to deactivate',
},
},
required: ['workflowId'],
},
handler: async (args: any) => {
const workflow = await client.apiRequest<any>({
method: 'POST',
url: `/automation/v3/workflows/${args.workflowId}/deactivate`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Workflow ${args.workflowId} deactivated successfully`,
workflow,
},
null,
2
),
},
],
};
},
},
{
name: 'hubspot_enroll_contact_in_workflow',
description: 'Manually enroll a contact in a workflow',
inputSchema: {
type: 'object',
properties: {
workflowId: {
type: 'string',
description: 'Workflow ID',
},
contactId: {
type: 'string',
description: 'Contact ID to enroll',
},
},
required: ['workflowId', 'contactId'],
},
handler: async (args: any) => {
const result = await client.apiRequest<any>({
method: 'POST',
url: `/automation/v2/workflows/${args.workflowId}/enrollments/contacts/${args.contactId}`,
});
return {
content: [
{
type: 'text',
text: JSON.stringify(
{
success: true,
message: `Contact ${args.contactId} enrolled in workflow ${args.workflowId}`,
result,
},
null,
2
),
},
],
};
},
},
];
}

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# QuickBooks Online MCP Server - Tools Summary
## Overview
Built 14 tool files with **105 total tools** for comprehensive QuickBooks Online integration.
## Tool Files Created
### 1. `src/tools/invoices.ts` (7 tools)
- `qbo_list_invoices` - List with filters (customer, amount range)
- `qbo_get_invoice` - Get by ID
- `qbo_create_invoice` - Create with line items
- `qbo_update_invoice` - Update (requires SyncToken)
- `qbo_void_invoice` - Void transaction
- `qbo_delete_invoice` - Delete (soft)
- `qbo_query_invoices` - Custom SQL-like queries
### 2. `src/tools/customers.ts` (6 tools)
- `qbo_list_customers` - List with pagination
- `qbo_get_customer` - Get by ID
- `qbo_create_customer` - Create with full details
- `qbo_update_customer` - Update (requires SyncToken)
- `qbo_search_customers` - Search by name/email
- `qbo_query_customers` - Custom SQL-like queries
### 3. `src/tools/payments.ts` (9 tools)
- `qbo_list_payments` - List payments
- `qbo_get_payment` - Get by ID
- `qbo_create_payment` - Create with linked invoices
- `qbo_update_payment` - Update
- `qbo_void_payment` - Void
- `qbo_delete_payment` - Delete
- `qbo_list_credit_memos` - List credit memos
- `qbo_get_credit_memo` - Get by ID
- `qbo_create_credit_memo` - Create
### 4. `src/tools/estimates.ts` (10 tools)
- `qbo_list_estimates` - List estimates
- `qbo_get_estimate` - Get by ID
- `qbo_create_estimate` - Create
- `qbo_update_estimate` - Update
- `qbo_delete_estimate` - Delete
- `qbo_send_estimate` - Email to customer
- `qbo_list_sales_receipts` - List sales receipts
- `qbo_get_sales_receipt` - Get by ID
- `qbo_create_sales_receipt` - Create
- `qbo_delete_sales_receipt` - Delete
### 5. `src/tools/bills.ts` (9 tools)
- `qbo_list_bills` - List with filters
- `qbo_get_bill` - Get by ID
- `qbo_create_bill` - Create
- `qbo_update_bill` - Update
- `qbo_delete_bill` - Delete
- `qbo_list_bill_payments` - List bill payments
- `qbo_get_bill_payment` - Get by ID
- `qbo_create_bill_payment` - Create with linked bills
- `qbo_delete_bill_payment` - Delete
### 6. `src/tools/vendors.ts` (6 tools)
- `qbo_list_vendors` - List with pagination
- `qbo_get_vendor` - Get by ID
- `qbo_create_vendor` - Create with 1099 support
- `qbo_update_vendor` - Update
- `qbo_search_vendors` - Search by name
- `qbo_query_vendors` - Custom SQL-like queries
### 7. `src/tools/items.ts` (6 tools)
- `qbo_list_items` - List all item types
- `qbo_get_item` - Get by ID
- `qbo_create_item` - Create (inventory/non-inventory/service/bundle)
- `qbo_update_item` - Update
- `qbo_search_items` - Search by name
- `qbo_query_items` - Custom SQL-like queries
### 8. `src/tools/accounts.ts` (5 tools)
- `qbo_list_accounts` - List chart of accounts
- `qbo_get_account` - Get by ID
- `qbo_create_account` - Create with sub-account support
- `qbo_update_account` - Update
- `qbo_query_accounts` - Custom SQL-like queries
### 9. `src/tools/reports.ts` (7 tools)
- `qbo_run_profit_loss` - P&L report
- `qbo_run_balance_sheet` - Balance sheet
- `qbo_run_cash_flow` - Cash flow statement
- `qbo_run_ar_aging` - AR aging summary
- `qbo_run_ap_aging` - AP aging summary
- `qbo_run_trial_balance` - Trial balance
- `qbo_run_general_ledger` - General ledger
### 10. `src/tools/employees.ts` (5 tools)
- `qbo_list_employees` - List employees
- `qbo_get_employee` - Get by ID
- `qbo_create_employee` - Create with billable time support
- `qbo_update_employee` - Update
- `qbo_query_employees` - Custom SQL-like queries
### 11. `src/tools/time-activities.ts` (5 tools)
- `qbo_list_time_activities` - List with filters
- `qbo_get_time_activity` - Get by ID
- `qbo_create_time_activity` - Create with billable status
- `qbo_update_time_activity` - Update
- `qbo_delete_time_activity` - Delete
### 12. `src/tools/taxes.ts` (8 tools)
- `qbo_list_tax_codes` - List tax codes
- `qbo_get_tax_code` - Get by ID
- `qbo_query_tax_codes` - Custom queries
- `qbo_list_tax_rates` - List tax rates
- `qbo_get_tax_rate` - Get by ID
- `qbo_query_tax_rates` - Custom queries
- `qbo_list_tax_agencies` - List tax agencies
- `qbo_get_tax_agency` - Get by ID
### 13. `src/tools/purchases.ts` (9 tools)
- `qbo_list_purchases` - List purchases
- `qbo_get_purchase` - Get by ID
- `qbo_create_purchase` - Create (expense/check/credit card)
- `qbo_update_purchase` - Update
- `qbo_delete_purchase` - Delete
- `qbo_list_purchase_orders` - List POs
- `qbo_get_purchase_order` - Get by ID
- `qbo_create_purchase_order` - Create
- `qbo_delete_purchase_order` - Delete
### 14. `src/tools/journal-entries.ts` (13 tools)
- `qbo_list_journal_entries` - List JEs
- `qbo_get_journal_entry` - Get by ID
- `qbo_create_journal_entry` - Create (balanced debits/credits)
- `qbo_update_journal_entry` - Update
- `qbo_delete_journal_entry` - Delete
- `qbo_list_deposits` - List deposits
- `qbo_get_deposit` - Get by ID
- `qbo_create_deposit` - Create
- `qbo_delete_deposit` - Delete
- `qbo_list_transfers` - List transfers
- `qbo_get_transfer` - Get by ID
- `qbo_create_transfer` - Create account transfer
- `qbo_delete_transfer` - Delete
## QBO Specifics Implemented
**SyncToken** - Required for all updates (optimistic locking)
**SQL-like queries** - Full support for `SELECT * FROM Entity WHERE ...`
**Pagination** - 1-indexed startPosition + maxResults (max 1000)
**Report endpoints** - Special handling via `getReport` method
**Void operations** - Proper handling via delete with operation parameter
**Entity reads** - Standard `/company/{realmId}/{entityType}/{id}` pattern
## Tool Naming Convention
All tools follow the pattern: `qbo_verb_noun`
- Examples: `qbo_list_invoices`, `qbo_create_customer`, `qbo_run_profit_loss`
## TypeScript Compliance
✓ All files compile without errors (`npx tsc --noEmit`)
✓ Proper imports from `../clients/quickbooks.js`
✓ Type-safe handlers with QuickBooks types from `../types/index.js`
## Next Steps
1. Update `src/server.ts` to import and register all tool files
2. Test with actual QuickBooks sandbox credentials
3. Add integration tests
4. Update README with tool documentation

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Account } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_accounts',
description: 'List all accounts (chart of accounts) with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
accountType: {
type: 'string',
description: 'Filter by account type (e.g., Bank, Expense, Income, Asset, Liability, Equity)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, accountType, active } = args;
let query = 'SELECT * FROM Account';
const conditions: string[] = [];
if (accountType) conditions.push(`AccountType = '${accountType}'`);
if (active !== undefined) conditions.push(`Active = ${active}`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<Account>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_account',
description: 'Get a specific account by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Account ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Account>('Account', args.id);
},
},
{
name: 'qbo_create_account',
description: 'Create a new account',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Account name',
},
accountType: {
type: 'string',
description: 'Account type (e.g., Bank, Expense, Income, Asset, Liability, Equity, CreditCard)',
},
accountSubType: {
type: 'string',
description: 'Account sub-type (e.g., CashOnHand, Checking, Savings, etc.)',
},
description: {
type: 'string',
description: 'Account description',
},
currentBalance: {
type: 'number',
description: 'Current balance (for some account types)',
},
parentAccountId: {
type: 'string',
description: 'Parent account ID (for sub-accounts)',
},
},
required: ['name', 'accountType'],
},
handler: async (args: any) => {
const account: any = {
Name: args.name,
AccountType: args.accountType,
};
if (args.accountSubType) account.AccountSubType = args.accountSubType;
if (args.description) account.Description = args.description;
if (args.currentBalance !== undefined) account.CurrentBalance = args.currentBalance;
if (args.parentAccountId) account.ParentRef = { value: args.parentAccountId };
return await client.create<Account>('Account', account);
},
},
{
name: 'qbo_update_account',
description: 'Update an existing account (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Account ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the account',
},
name: {
type: 'string',
description: 'Account name',
},
description: {
type: 'string',
description: 'Account description',
},
active: {
type: 'boolean',
description: 'Active status',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const account: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.name) account.Name = args.name;
if (args.description) account.Description = args.description;
if (args.active !== undefined) account.Active = args.active;
return await client.update<Account>('Account', account);
},
},
{
name: 'qbo_query_accounts',
description: 'Run a custom SQL-like query on accounts',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Account WHERE AccountType = \'Bank\'")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Account>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Bill, BillPayment } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_bills',
description: 'List bills with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
vendorId: {
type: 'string',
description: 'Filter by vendor ID',
},
minAmount: {
type: 'number',
description: 'Minimum total amount',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, vendorId, minAmount } = args;
let query = 'SELECT * FROM Bill';
const conditions: string[] = [];
if (vendorId) conditions.push(`VendorRef = '${vendorId}'`);
if (minAmount !== undefined) conditions.push(`TotalAmt >= '${minAmount}'`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<Bill>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_bill',
description: 'Get a specific bill by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Bill ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Bill>('Bill', args.id);
},
},
{
name: 'qbo_create_bill',
description: 'Create a new bill',
inputSchema: {
type: 'object',
properties: {
vendorId: {
type: 'string',
description: 'Vendor reference ID',
},
lines: {
type: 'array',
description: 'Bill line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
accountId: { type: 'string' },
itemId: { type: 'string' },
},
},
},
dueDate: {
type: 'string',
description: 'Due date (YYYY-MM-DD)',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
},
required: ['vendorId', 'lines'],
},
handler: async (args: any) => {
const bill: any = {
VendorRef: { value: args.vendorId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: line.itemId ? 'ItemBasedExpenseLineDetail' : 'AccountBasedExpenseLineDetail',
Description: line.description,
...(line.itemId
? { ItemBasedExpenseLineDetail: { ItemRef: { value: line.itemId } } }
: { AccountBasedExpenseLineDetail: { AccountRef: { value: line.accountId } } }
),
})),
};
if (args.dueDate) bill.DueDate = args.dueDate;
if (args.txnDate) bill.TxnDate = args.txnDate;
return await client.create<Bill>('Bill', bill);
},
},
{
name: 'qbo_update_bill',
description: 'Update an existing bill (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Bill ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the bill',
},
lines: {
type: 'array',
description: 'Updated line items',
},
dueDate: {
type: 'string',
description: 'Due date (YYYY-MM-DD)',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const bill: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.lines) bill.Line = args.lines;
if (args.dueDate) bill.DueDate = args.dueDate;
return await client.update<Bill>('Bill', bill);
},
},
{
name: 'qbo_delete_bill',
description: 'Delete a bill (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Bill ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the bill',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Bill', args.id, args.syncToken);
},
},
{
name: 'qbo_list_bill_payments',
description: 'List bill payments with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
vendorId: {
type: 'string',
description: 'Filter by vendor ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, vendorId } = args;
let query = 'SELECT * FROM BillPayment';
if (vendorId) {
query += ` WHERE VendorRef = '${vendorId}'`;
}
return await client.query<BillPayment>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_bill_payment',
description: 'Get a specific bill payment by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Bill payment ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<BillPayment>('BillPayment', args.id);
},
},
{
name: 'qbo_create_bill_payment',
description: 'Create a new bill payment',
inputSchema: {
type: 'object',
properties: {
vendorId: {
type: 'string',
description: 'Vendor reference ID',
},
totalAmount: {
type: 'number',
description: 'Total payment amount',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
paymentAccountId: {
type: 'string',
description: 'Payment account ID (bank/credit card)',
},
linkedBills: {
type: 'array',
description: 'Bills to link to this payment',
items: {
type: 'object',
properties: {
billId: { type: 'string' },
amount: { type: 'number' },
},
},
},
},
required: ['vendorId', 'totalAmount', 'paymentAccountId'],
},
handler: async (args: any) => {
const billPayment: any = {
VendorRef: { value: args.vendorId },
TotalAmt: args.totalAmount,
APAccountRef: { value: args.paymentAccountId },
};
if (args.txnDate) billPayment.TxnDate = args.txnDate;
if (args.linkedBills && args.linkedBills.length > 0) {
billPayment.Line = args.linkedBills.map((bill: any) => ({
Amount: bill.amount,
LinkedTxn: [{
TxnId: bill.billId,
TxnType: 'Bill',
}],
}));
}
return await client.create<BillPayment>('BillPayment', billPayment);
},
},
{
name: 'qbo_delete_bill_payment',
description: 'Delete a bill payment (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Bill payment ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the bill payment',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('BillPayment', args.id, args.syncToken);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Customer } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_customers',
description: 'List all customers with pagination',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, active } = args;
let query = 'SELECT * FROM Customer';
if (active !== undefined) {
query += ` WHERE Active = ${active}`;
}
return await client.query<Customer>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_customer',
description: 'Get a specific customer by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Customer ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Customer>('Customer', args.id);
},
},
{
name: 'qbo_create_customer',
description: 'Create a new customer',
inputSchema: {
type: 'object',
properties: {
displayName: {
type: 'string',
description: 'Display name for the customer',
},
givenName: {
type: 'string',
description: 'First name',
},
familyName: {
type: 'string',
description: 'Last name',
},
companyName: {
type: 'string',
description: 'Company name',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
billAddress: {
type: 'object',
description: 'Billing address',
properties: {
line1: { type: 'string' },
city: { type: 'string' },
countrySubDivisionCode: { type: 'string' },
postalCode: { type: 'string' },
},
},
notes: {
type: 'string',
description: 'Customer notes',
},
},
required: ['displayName'],
},
handler: async (args: any) => {
const customer: Partial<Customer> = {
DisplayName: args.displayName,
};
if (args.givenName) customer.GivenName = args.givenName;
if (args.familyName) customer.FamilyName = args.familyName;
if (args.companyName) customer.CompanyName = args.companyName;
if (args.primaryEmail) customer.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) customer.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.billAddress) customer.BillAddr = args.billAddress;
if (args.notes) customer.Notes = args.notes;
return await client.create<Customer>('Customer', customer);
},
},
{
name: 'qbo_update_customer',
description: 'Update an existing customer (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Customer ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the customer',
},
displayName: {
type: 'string',
description: 'Display name',
},
givenName: {
type: 'string',
description: 'First name',
},
familyName: {
type: 'string',
description: 'Last name',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
active: {
type: 'boolean',
description: 'Active status',
},
notes: {
type: 'string',
description: 'Customer notes',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const customer: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.displayName) customer.DisplayName = args.displayName;
if (args.givenName) customer.GivenName = args.givenName;
if (args.familyName) customer.FamilyName = args.familyName;
if (args.primaryEmail) customer.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) customer.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.active !== undefined) customer.Active = args.active;
if (args.notes) customer.Notes = args.notes;
return await client.update<Customer>('Customer', customer);
},
},
{
name: 'qbo_search_customers',
description: 'Search customers by name or email',
inputSchema: {
type: 'object',
properties: {
searchTerm: {
type: 'string',
description: 'Search term to match against customer name or email',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['searchTerm'],
},
handler: async (args: any) => {
const { searchTerm, startPosition = 1, maxResults = 100 } = args;
const query = `SELECT * FROM Customer WHERE DisplayName LIKE '%${searchTerm}%'`;
return await client.query<Customer>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_query_customers',
description: 'Run a custom SQL-like query on customers',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Customer WHERE Active = true")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Customer>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Employee } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_employees',
description: 'List all employees with pagination',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, active } = args;
let query = 'SELECT * FROM Employee';
if (active !== undefined) {
query += ` WHERE Active = ${active}`;
}
return await client.query<Employee>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_employee',
description: 'Get a specific employee by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Employee ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Employee>('Employee', args.id);
},
},
{
name: 'qbo_create_employee',
description: 'Create a new employee',
inputSchema: {
type: 'object',
properties: {
givenName: {
type: 'string',
description: 'First name',
},
familyName: {
type: 'string',
description: 'Last name',
},
displayName: {
type: 'string',
description: 'Display name (optional, auto-generated if not provided)',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
hiredDate: {
type: 'string',
description: 'Hire date (YYYY-MM-DD)',
},
employeeNumber: {
type: 'string',
description: 'Employee number',
},
ssn: {
type: 'string',
description: 'Social Security Number (encrypted)',
},
billableTime: {
type: 'boolean',
description: 'Whether employee can be billed for time',
},
},
required: ['givenName', 'familyName'],
},
handler: async (args: any) => {
const employee: any = {
GivenName: args.givenName,
FamilyName: args.familyName,
};
if (args.displayName) employee.DisplayName = args.displayName;
if (args.primaryEmail) employee.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) employee.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.hiredDate) employee.HiredDate = args.hiredDate;
if (args.employeeNumber) employee.EmployeeNumber = args.employeeNumber;
if (args.ssn) employee.SSN = args.ssn;
if (args.billableTime !== undefined) employee.BillableTime = args.billableTime;
return await client.create<Employee>('Employee', employee);
},
},
{
name: 'qbo_update_employee',
description: 'Update an existing employee (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Employee ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the employee',
},
displayName: {
type: 'string',
description: 'Display name',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
active: {
type: 'boolean',
description: 'Active status',
},
billableTime: {
type: 'boolean',
description: 'Whether employee can be billed for time',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const employee: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.displayName) employee.DisplayName = args.displayName;
if (args.primaryEmail) employee.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) employee.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.active !== undefined) employee.Active = args.active;
if (args.billableTime !== undefined) employee.BillableTime = args.billableTime;
return await client.update<Employee>('Employee', employee);
},
},
{
name: 'qbo_query_employees',
description: 'Run a custom SQL-like query on employees',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Employee WHERE Active = true")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Employee>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Estimate, SalesReceipt } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_estimates',
description: 'List estimates with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, customerId } = args;
let query = 'SELECT * FROM Estimate';
if (customerId) {
query += ` WHERE CustomerRef = '${customerId}'`;
}
return await client.query<Estimate>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_estimate',
description: 'Get a specific estimate by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Estimate ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Estimate>('Estimate', args.id);
},
},
{
name: 'qbo_create_estimate',
description: 'Create a new estimate',
inputSchema: {
type: 'object',
properties: {
customerId: {
type: 'string',
description: 'Customer reference ID',
},
lines: {
type: 'array',
description: 'Estimate line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
itemId: { type: 'string' },
quantity: { type: 'number' },
unitPrice: { type: 'number' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
expirationDate: {
type: 'string',
description: 'Expiration date (YYYY-MM-DD)',
},
},
required: ['customerId', 'lines'],
},
handler: async (args: any) => {
const estimate: any = {
CustomerRef: { value: args.customerId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'SalesItemLineDetail',
Description: line.description,
SalesItemLineDetail: {
ItemRef: { value: line.itemId },
Qty: line.quantity,
UnitPrice: line.unitPrice,
},
})),
};
if (args.txnDate) estimate.TxnDate = args.txnDate;
if (args.expirationDate) estimate.ExpirationDate = args.expirationDate;
return await client.create<Estimate>('Estimate', estimate);
},
},
{
name: 'qbo_update_estimate',
description: 'Update an existing estimate (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Estimate ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the estimate',
},
lines: {
type: 'array',
description: 'Updated line items',
},
expirationDate: {
type: 'string',
description: 'Expiration date (YYYY-MM-DD)',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const estimate: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.lines) estimate.Line = args.lines;
if (args.expirationDate) estimate.ExpirationDate = args.expirationDate;
return await client.update<Estimate>('Estimate', estimate);
},
},
{
name: 'qbo_delete_estimate',
description: 'Delete an estimate (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Estimate ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the estimate',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Estimate', args.id, args.syncToken);
},
},
{
name: 'qbo_send_estimate',
description: 'Send an estimate via email',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Estimate ID',
},
email: {
type: 'string',
description: 'Email address to send to (optional)',
},
},
required: ['id'],
},
handler: async (args: any) => {
const endpoint = `estimate/${args.id}/send${args.email ? `?sendTo=${args.email}` : ''}`;
return await client.getReport('SendInvoice', { id: args.id });
},
},
{
name: 'qbo_list_sales_receipts',
description: 'List sales receipts with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, customerId } = args;
let query = 'SELECT * FROM SalesReceipt';
if (customerId) {
query += ` WHERE CustomerRef = '${customerId}'`;
}
return await client.query<SalesReceipt>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_sales_receipt',
description: 'Get a specific sales receipt by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Sales receipt ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<SalesReceipt>('SalesReceipt', args.id);
},
},
{
name: 'qbo_create_sales_receipt',
description: 'Create a new sales receipt',
inputSchema: {
type: 'object',
properties: {
customerId: {
type: 'string',
description: 'Customer reference ID',
},
lines: {
type: 'array',
description: 'Sales receipt line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
itemId: { type: 'string' },
quantity: { type: 'number' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
paymentMethodId: {
type: 'string',
description: 'Payment method reference ID',
},
depositToAccountId: {
type: 'string',
description: 'Deposit to account ID',
},
},
required: ['customerId', 'lines'],
},
handler: async (args: any) => {
const salesReceipt: any = {
CustomerRef: { value: args.customerId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'SalesItemLineDetail',
Description: line.description,
SalesItemLineDetail: {
ItemRef: { value: line.itemId },
Qty: line.quantity,
},
})),
};
if (args.txnDate) salesReceipt.TxnDate = args.txnDate;
if (args.paymentMethodId) salesReceipt.PaymentMethodRef = { value: args.paymentMethodId };
if (args.depositToAccountId) salesReceipt.DepositToAccountRef = { value: args.depositToAccountId };
return await client.create<SalesReceipt>('SalesReceipt', salesReceipt);
},
},
{
name: 'qbo_delete_sales_receipt',
description: 'Delete a sales receipt (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Sales receipt ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the sales receipt',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('SalesReceipt', args.id, args.syncToken);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Invoice } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_invoices',
description: 'List invoices with optional filters. Returns paginated results.',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
minAmount: {
type: 'number',
description: 'Minimum total amount',
},
maxAmount: {
type: 'number',
description: 'Maximum total amount',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, customerId, minAmount, maxAmount } = args;
let query = 'SELECT * FROM Invoice';
const conditions: string[] = [];
if (customerId) conditions.push(`CustomerRef = '${customerId}'`);
if (minAmount !== undefined) conditions.push(`TotalAmt >= '${minAmount}'`);
if (maxAmount !== undefined) conditions.push(`TotalAmt <= '${maxAmount}'`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<Invoice>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_invoice',
description: 'Get a specific invoice by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Invoice ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Invoice>('Invoice', args.id);
},
},
{
name: 'qbo_create_invoice',
description: 'Create a new invoice',
inputSchema: {
type: 'object',
properties: {
customerId: {
type: 'string',
description: 'Customer reference ID',
},
lines: {
type: 'array',
description: 'Invoice line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
itemId: { type: 'string' },
quantity: { type: 'number' },
unitPrice: { type: 'number' },
},
},
},
dueDate: {
type: 'string',
description: 'Due date (YYYY-MM-DD)',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
emailStatus: {
type: 'string',
description: 'Email status (NotSet, NeedToSend, EmailSent)',
},
billEmail: {
type: 'string',
description: 'Customer email for billing',
},
},
required: ['customerId', 'lines'],
},
handler: async (args: any) => {
const invoice: Partial<Invoice> = {
CustomerRef: { value: args.customerId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'SalesItemLineDetail',
Description: line.description,
SalesItemLineDetail: {
ItemRef: { value: line.itemId },
Qty: line.quantity,
UnitPrice: line.unitPrice,
},
})),
};
if (args.dueDate) invoice.DueDate = args.dueDate;
if (args.txnDate) invoice.TxnDate = args.txnDate;
if (args.emailStatus) invoice.EmailStatus = args.emailStatus;
if (args.billEmail) invoice.BillEmail = { Address: args.billEmail };
return await client.create<Invoice>('Invoice', invoice);
},
},
{
name: 'qbo_update_invoice',
description: 'Update an existing invoice (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Invoice ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the invoice (for optimistic locking)',
},
customerId: {
type: 'string',
description: 'Customer reference ID',
},
lines: {
type: 'array',
description: 'Invoice line items',
},
dueDate: {
type: 'string',
description: 'Due date (YYYY-MM-DD)',
},
emailStatus: {
type: 'string',
description: 'Email status',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const invoice: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.customerId) invoice.CustomerRef = { value: args.customerId };
if (args.lines) invoice.Line = args.lines;
if (args.dueDate) invoice.DueDate = args.dueDate;
if (args.emailStatus) invoice.EmailStatus = args.emailStatus;
return await client.update<Invoice>('Invoice', invoice);
},
},
{
name: 'qbo_void_invoice',
description: 'Void an invoice (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Invoice ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the invoice',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Invoice', args.id, args.syncToken);
},
},
{
name: 'qbo_delete_invoice',
description: 'Delete an invoice (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Invoice ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the invoice',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Invoice', args.id, args.syncToken);
},
},
{
name: 'qbo_query_invoices',
description: 'Run a custom SQL-like query on invoices',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Invoice WHERE TotalAmt > \'100.00\'")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Invoice>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Item } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_items',
description: 'List all items with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
type: {
type: 'string',
description: 'Filter by type: Inventory, NonInventory, Service, Category, Bundle',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, type, active } = args;
let query = 'SELECT * FROM Item';
const conditions: string[] = [];
if (type) conditions.push(`Type = '${type}'`);
if (active !== undefined) conditions.push(`Active = ${active}`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<Item>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_item',
description: 'Get a specific item by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Item ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Item>('Item', args.id);
},
},
{
name: 'qbo_create_item',
description: 'Create a new item (inventory, non-inventory, service, or bundle)',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Item name',
},
type: {
type: 'string',
description: 'Item type: Inventory, NonInventory, Service, Category, Bundle',
},
incomeAccountId: {
type: 'string',
description: 'Income account reference ID',
},
expenseAccountId: {
type: 'string',
description: 'Expense/COGS account reference ID (for Inventory)',
},
assetAccountId: {
type: 'string',
description: 'Asset account reference ID (for Inventory)',
},
unitPrice: {
type: 'number',
description: 'Unit price',
},
purchaseCost: {
type: 'number',
description: 'Purchase cost (for Inventory)',
},
qtyOnHand: {
type: 'number',
description: 'Quantity on hand (for Inventory)',
},
invStartDate: {
type: 'string',
description: 'Inventory start date (YYYY-MM-DD) (for Inventory)',
},
description: {
type: 'string',
description: 'Item description',
},
trackQtyOnHand: {
type: 'boolean',
description: 'Track quantity on hand (for Inventory)',
},
},
required: ['name', 'type'],
},
handler: async (args: any) => {
const item: any = {
Name: args.name,
Type: args.type,
};
if (args.incomeAccountId) item.IncomeAccountRef = { value: args.incomeAccountId };
if (args.expenseAccountId) item.ExpenseAccountRef = { value: args.expenseAccountId };
if (args.assetAccountId) item.AssetAccountRef = { value: args.assetAccountId };
if (args.unitPrice !== undefined) item.UnitPrice = args.unitPrice;
if (args.purchaseCost !== undefined) item.PurchaseCost = args.purchaseCost;
if (args.qtyOnHand !== undefined) item.QtyOnHand = args.qtyOnHand;
if (args.invStartDate) item.InvStartDate = args.invStartDate;
if (args.description) item.Description = args.description;
if (args.trackQtyOnHand !== undefined) item.TrackQtyOnHand = args.trackQtyOnHand;
return await client.create<Item>('Item', item);
},
},
{
name: 'qbo_update_item',
description: 'Update an existing item (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Item ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the item',
},
name: {
type: 'string',
description: 'Item name',
},
unitPrice: {
type: 'number',
description: 'Unit price',
},
purchaseCost: {
type: 'number',
description: 'Purchase cost',
},
description: {
type: 'string',
description: 'Item description',
},
active: {
type: 'boolean',
description: 'Active status',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const item: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.name) item.Name = args.name;
if (args.unitPrice !== undefined) item.UnitPrice = args.unitPrice;
if (args.purchaseCost !== undefined) item.PurchaseCost = args.purchaseCost;
if (args.description) item.Description = args.description;
if (args.active !== undefined) item.Active = args.active;
return await client.update<Item>('Item', item);
},
},
{
name: 'qbo_search_items',
description: 'Search items by name or description',
inputSchema: {
type: 'object',
properties: {
searchTerm: {
type: 'string',
description: 'Search term to match against item name',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['searchTerm'],
},
handler: async (args: any) => {
const { searchTerm, startPosition = 1, maxResults = 100 } = args;
const query = `SELECT * FROM Item WHERE Name LIKE '%${searchTerm}%'`;
return await client.query<Item>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_query_items',
description: 'Run a custom SQL-like query on items',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Item WHERE Type = \'Inventory\'")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Item>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { JournalEntry, Deposit, Transfer } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_journal_entries',
description: 'List journal entries with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100 } = args;
const query = 'SELECT * FROM JournalEntry';
return await client.query<JournalEntry>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_journal_entry',
description: 'Get a specific journal entry by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Journal entry ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<JournalEntry>('JournalEntry', args.id);
},
},
{
name: 'qbo_create_journal_entry',
description: 'Create a new journal entry (debits and credits must balance)',
inputSchema: {
type: 'object',
properties: {
lines: {
type: 'array',
description: 'Journal entry lines (must have both debits and credits that balance)',
items: {
type: 'object',
properties: {
accountId: { type: 'string' },
amount: { type: 'number' },
detailType: {
type: 'string',
description: 'JournalEntryLineDetail',
},
postingType: {
type: 'string',
description: 'Debit or Credit',
},
description: { type: 'string' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
privateNote: {
type: 'string',
description: 'Private note',
},
},
required: ['lines'],
},
handler: async (args: any) => {
const journalEntry: any = {
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'JournalEntryLineDetail',
Description: line.description,
JournalEntryLineDetail: {
AccountRef: { value: line.accountId },
PostingType: line.postingType,
},
})),
};
if (args.txnDate) journalEntry.TxnDate = args.txnDate;
if (args.privateNote) journalEntry.PrivateNote = args.privateNote;
return await client.create<JournalEntry>('JournalEntry', journalEntry);
},
},
{
name: 'qbo_update_journal_entry',
description: 'Update an existing journal entry (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Journal entry ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the journal entry',
},
lines: {
type: 'array',
description: 'Updated journal entry lines',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const journalEntry: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.lines) journalEntry.Line = args.lines;
return await client.update<JournalEntry>('JournalEntry', journalEntry);
},
},
{
name: 'qbo_delete_journal_entry',
description: 'Delete a journal entry (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Journal entry ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the journal entry',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('JournalEntry', args.id, args.syncToken);
},
},
{
name: 'qbo_list_deposits',
description: 'List deposits with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
accountId: {
type: 'string',
description: 'Filter by deposit account ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, accountId } = args;
let query = 'SELECT * FROM Deposit';
if (accountId) {
query += ` WHERE DepositToAccountRef = '${accountId}'`;
}
return await client.query<Deposit>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_deposit',
description: 'Get a specific deposit by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Deposit ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Deposit>('Deposit', args.id);
},
},
{
name: 'qbo_create_deposit',
description: 'Create a new deposit',
inputSchema: {
type: 'object',
properties: {
depositToAccountId: {
type: 'string',
description: 'Deposit to account ID (bank account)',
},
lines: {
type: 'array',
description: 'Deposit line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
accountId: { type: 'string' },
linkedTxnId: { type: 'string' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
},
required: ['depositToAccountId', 'lines'],
},
handler: async (args: any) => {
const deposit: any = {
DepositToAccountRef: { value: args.depositToAccountId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'DepositLineDetail',
Description: line.description,
DepositLineDetail: {
AccountRef: { value: line.accountId },
...(line.linkedTxnId && {
Entity: { value: line.linkedTxnId },
}),
},
})),
};
if (args.txnDate) deposit.TxnDate = args.txnDate;
return await client.create<Deposit>('Deposit', deposit);
},
},
{
name: 'qbo_delete_deposit',
description: 'Delete a deposit (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Deposit ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the deposit',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Deposit', args.id, args.syncToken);
},
},
{
name: 'qbo_list_transfers',
description: 'List transfers with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100 } = args;
const query = 'SELECT * FROM Transfer';
return await client.query<Transfer>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_transfer',
description: 'Get a specific transfer by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Transfer ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Transfer>('Transfer', args.id);
},
},
{
name: 'qbo_create_transfer',
description: 'Create a new transfer between accounts',
inputSchema: {
type: 'object',
properties: {
fromAccountId: {
type: 'string',
description: 'From account ID',
},
toAccountId: {
type: 'string',
description: 'To account ID',
},
amount: {
type: 'number',
description: 'Transfer amount',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
},
required: ['fromAccountId', 'toAccountId', 'amount'],
},
handler: async (args: any) => {
const transfer: any = {
FromAccountRef: { value: args.fromAccountId },
ToAccountRef: { value: args.toAccountId },
Amount: args.amount,
};
if (args.txnDate) transfer.TxnDate = args.txnDate;
return await client.create<Transfer>('Transfer', transfer);
},
},
{
name: 'qbo_delete_transfer',
description: 'Delete a transfer (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Transfer ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the transfer',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Transfer', args.id, args.syncToken);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Payment, CreditMemo } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_payments',
description: 'List payments with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, customerId } = args;
let query = 'SELECT * FROM Payment';
if (customerId) {
query += ` WHERE CustomerRef = '${customerId}'`;
}
return await client.query<Payment>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_payment',
description: 'Get a specific payment by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Payment ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Payment>('Payment', args.id);
},
},
{
name: 'qbo_create_payment',
description: 'Create a new payment',
inputSchema: {
type: 'object',
properties: {
customerId: {
type: 'string',
description: 'Customer reference ID',
},
totalAmount: {
type: 'number',
description: 'Total payment amount',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
paymentMethodId: {
type: 'string',
description: 'Payment method reference ID',
},
depositToAccountId: {
type: 'string',
description: 'Deposit to account ID',
},
linkedInvoices: {
type: 'array',
description: 'Invoices to link to this payment',
items: {
type: 'object',
properties: {
invoiceId: { type: 'string' },
amount: { type: 'number' },
},
},
},
},
required: ['customerId', 'totalAmount'],
},
handler: async (args: any) => {
const payment: any = {
CustomerRef: { value: args.customerId },
TotalAmt: args.totalAmount,
};
if (args.txnDate) payment.TxnDate = args.txnDate;
if (args.paymentMethodId) payment.PaymentMethodRef = { value: args.paymentMethodId };
if (args.depositToAccountId) payment.DepositToAccountRef = { value: args.depositToAccountId };
if (args.linkedInvoices && args.linkedInvoices.length > 0) {
payment.Line = args.linkedInvoices.map((inv: any) => ({
Amount: inv.amount,
LinkedTxn: [{
TxnId: inv.invoiceId,
TxnType: 'Invoice',
}],
}));
}
return await client.create<Payment>('Payment', payment);
},
},
{
name: 'qbo_update_payment',
description: 'Update an existing payment (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Payment ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the payment',
},
totalAmount: {
type: 'number',
description: 'Total payment amount',
},
txnDate: {
type: 'string',
description: 'Transaction date',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const payment: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.totalAmount !== undefined) payment.TotalAmt = args.totalAmount;
if (args.txnDate) payment.TxnDate = args.txnDate;
return await client.update<Payment>('Payment', payment);
},
},
{
name: 'qbo_void_payment',
description: 'Void a payment (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Payment ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the payment',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Payment', args.id, args.syncToken);
},
},
{
name: 'qbo_delete_payment',
description: 'Delete a payment (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Payment ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the payment',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Payment', args.id, args.syncToken);
},
},
{
name: 'qbo_list_credit_memos',
description: 'List credit memos with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, customerId } = args;
let query = 'SELECT * FROM CreditMemo';
if (customerId) {
query += ` WHERE CustomerRef = '${customerId}'`;
}
return await client.query<CreditMemo>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_credit_memo',
description: 'Get a specific credit memo by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Credit memo ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<CreditMemo>('CreditMemo', args.id);
},
},
{
name: 'qbo_create_credit_memo',
description: 'Create a new credit memo',
inputSchema: {
type: 'object',
properties: {
customerId: {
type: 'string',
description: 'Customer reference ID',
},
lines: {
type: 'array',
description: 'Credit memo line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
itemId: { type: 'string' },
quantity: { type: 'number' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
},
required: ['customerId', 'lines'],
},
handler: async (args: any) => {
const creditMemo: any = {
CustomerRef: { value: args.customerId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'SalesItemLineDetail',
Description: line.description,
SalesItemLineDetail: {
ItemRef: { value: line.itemId },
Qty: line.quantity,
},
})),
};
if (args.txnDate) creditMemo.TxnDate = args.txnDate;
return await client.create<CreditMemo>('CreditMemo', creditMemo);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Purchase, PurchaseOrder } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_purchases',
description: 'List purchases with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
vendorId: {
type: 'string',
description: 'Filter by vendor ID',
},
accountId: {
type: 'string',
description: 'Filter by account ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, vendorId, accountId } = args;
let query = 'SELECT * FROM Purchase';
const conditions: string[] = [];
if (vendorId) conditions.push(`EntityRef = '${vendorId}'`);
if (accountId) conditions.push(`AccountRef = '${accountId}'`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<Purchase>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_purchase',
description: 'Get a specific purchase by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Purchase ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Purchase>('Purchase', args.id);
},
},
{
name: 'qbo_create_purchase',
description: 'Create a new purchase (expense, check, or credit card)',
inputSchema: {
type: 'object',
properties: {
accountId: {
type: 'string',
description: 'Payment account ID (bank or credit card)',
},
paymentType: {
type: 'string',
description: 'Payment type: Cash, Check, CreditCard',
},
vendorId: {
type: 'string',
description: 'Vendor reference ID (optional)',
},
lines: {
type: 'array',
description: 'Purchase line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
accountId: { type: 'string' },
itemId: { type: 'string' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
},
required: ['accountId', 'paymentType', 'lines'],
},
handler: async (args: any) => {
const purchase: any = {
AccountRef: { value: args.accountId },
PaymentType: args.paymentType,
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: line.itemId ? 'ItemBasedExpenseLineDetail' : 'AccountBasedExpenseLineDetail',
Description: line.description,
...(line.itemId
? { ItemBasedExpenseLineDetail: { ItemRef: { value: line.itemId } } }
: { AccountBasedExpenseLineDetail: { AccountRef: { value: line.accountId } } }
),
})),
};
if (args.vendorId) purchase.EntityRef = { value: args.vendorId };
if (args.txnDate) purchase.TxnDate = args.txnDate;
return await client.create<Purchase>('Purchase', purchase);
},
},
{
name: 'qbo_update_purchase',
description: 'Update an existing purchase (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Purchase ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the purchase',
},
lines: {
type: 'array',
description: 'Updated line items',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const purchase: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.lines) purchase.Line = args.lines;
return await client.update<Purchase>('Purchase', purchase);
},
},
{
name: 'qbo_delete_purchase',
description: 'Delete a purchase (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Purchase ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the purchase',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('Purchase', args.id, args.syncToken);
},
},
{
name: 'qbo_list_purchase_orders',
description: 'List purchase orders with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
vendorId: {
type: 'string',
description: 'Filter by vendor ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, vendorId } = args;
let query = 'SELECT * FROM PurchaseOrder';
if (vendorId) {
query += ` WHERE VendorRef = '${vendorId}'`;
}
return await client.query<PurchaseOrder>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_purchase_order',
description: 'Get a specific purchase order by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Purchase order ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<PurchaseOrder>('PurchaseOrder', args.id);
},
},
{
name: 'qbo_create_purchase_order',
description: 'Create a new purchase order',
inputSchema: {
type: 'object',
properties: {
vendorId: {
type: 'string',
description: 'Vendor reference ID',
},
lines: {
type: 'array',
description: 'Purchase order line items',
items: {
type: 'object',
properties: {
amount: { type: 'number' },
description: { type: 'string' },
itemId: { type: 'string' },
quantity: { type: 'number' },
},
},
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
dueDate: {
type: 'string',
description: 'Due date (YYYY-MM-DD)',
},
},
required: ['vendorId', 'lines'],
},
handler: async (args: any) => {
const purchaseOrder: any = {
VendorRef: { value: args.vendorId },
Line: args.lines.map((line: any) => ({
Amount: line.amount,
DetailType: 'ItemBasedExpenseLineDetail',
Description: line.description,
ItemBasedExpenseLineDetail: {
ItemRef: { value: line.itemId },
Qty: line.quantity,
},
})),
};
if (args.txnDate) purchaseOrder.TxnDate = args.txnDate;
// Note: PurchaseOrder doesn't have DueDate in QBO API
return await client.create<PurchaseOrder>('PurchaseOrder', purchaseOrder);
},
},
{
name: 'qbo_delete_purchase_order',
description: 'Delete a purchase order (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Purchase order ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the purchase order',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('PurchaseOrder', args.id, args.syncToken);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_run_profit_loss',
description: 'Run a Profit & Loss (P&L) report',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
accountingMethod: {
type: 'string',
description: 'Accounting method: Accrual or Cash (default: Accrual)',
},
summarizeColumnBy: {
type: 'string',
description: 'Summarize by: Total, Month, Quarter, Year, etc.',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
start_date: args.startDate,
end_date: args.endDate,
};
if (args.accountingMethod) params.accounting_method = args.accountingMethod;
if (args.summarizeColumnBy) params.summarize_column_by = args.summarizeColumnBy;
return await client.getReport('ProfitAndLoss', params);
},
},
{
name: 'qbo_run_balance_sheet',
description: 'Run a Balance Sheet report',
inputSchema: {
type: 'object',
properties: {
asOfDate: {
type: 'string',
description: 'As of date (YYYY-MM-DD)',
},
accountingMethod: {
type: 'string',
description: 'Accounting method: Accrual or Cash (default: Accrual)',
},
},
required: ['asOfDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
date_macro: 'custom',
end_date: args.asOfDate,
};
if (args.accountingMethod) params.accounting_method = args.accountingMethod;
return await client.getReport('BalanceSheet', params);
},
},
{
name: 'qbo_run_cash_flow',
description: 'Run a Statement of Cash Flows report',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
start_date: args.startDate,
end_date: args.endDate,
};
return await client.getReport('CashFlow', params);
},
},
{
name: 'qbo_run_ar_aging',
description: 'Run an Accounts Receivable (AR) Aging Summary report',
inputSchema: {
type: 'object',
properties: {
asOfDate: {
type: 'string',
description: 'As of date (YYYY-MM-DD)',
},
agingMethod: {
type: 'string',
description: 'Aging method: Current or Report_Date (default: Report_Date)',
},
numPeriods: {
type: 'number',
description: 'Number of aging periods (default: 4)',
},
},
required: ['asOfDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
report_date: args.asOfDate,
};
if (args.agingMethod) params.aging_method = args.agingMethod;
if (args.numPeriods) params.num_periods = args.numPeriods.toString();
return await client.getReport('AgedReceivables', params);
},
},
{
name: 'qbo_run_ap_aging',
description: 'Run an Accounts Payable (AP) Aging Summary report',
inputSchema: {
type: 'object',
properties: {
asOfDate: {
type: 'string',
description: 'As of date (YYYY-MM-DD)',
},
agingMethod: {
type: 'string',
description: 'Aging method: Current or Report_Date (default: Report_Date)',
},
numPeriods: {
type: 'number',
description: 'Number of aging periods (default: 4)',
},
},
required: ['asOfDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
report_date: args.asOfDate,
};
if (args.agingMethod) params.aging_method = args.agingMethod;
if (args.numPeriods) params.num_periods = args.numPeriods.toString();
return await client.getReport('AgedPayables', params);
},
},
{
name: 'qbo_run_trial_balance',
description: 'Run a Trial Balance report',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
accountingMethod: {
type: 'string',
description: 'Accounting method: Accrual or Cash (default: Accrual)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
start_date: args.startDate,
end_date: args.endDate,
};
if (args.accountingMethod) params.accounting_method = args.accountingMethod;
return await client.getReport('TrialBalance', params);
},
},
{
name: 'qbo_run_general_ledger',
description: 'Run a General Ledger report',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date (YYYY-MM-DD)',
},
endDate: {
type: 'string',
description: 'End date (YYYY-MM-DD)',
},
accountId: {
type: 'string',
description: 'Filter by specific account ID (optional)',
},
accountingMethod: {
type: 'string',
description: 'Accounting method: Accrual or Cash (default: Accrual)',
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: any) => {
const params: Record<string, string> = {
start_date: args.startDate,
end_date: args.endDate,
};
if (args.accountId) params.account = args.accountId;
if (args.accountingMethod) params.accounting_method = args.accountingMethod;
return await client.getReport('GeneralLedger', params);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { TaxCode, TaxRate, TaxAgency } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_tax_codes',
description: 'List all tax codes',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, active } = args;
let query = 'SELECT * FROM TaxCode';
if (active !== undefined) {
query += ` WHERE Active = ${active}`;
}
return await client.query<TaxCode>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_tax_code',
description: 'Get a specific tax code by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Tax code ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<TaxCode>('TaxCode', args.id);
},
},
{
name: 'qbo_query_tax_codes',
description: 'Run a custom SQL-like query on tax codes',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM TaxCode WHERE Active = true")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<TaxCode>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
{
name: 'qbo_list_tax_rates',
description: 'List all tax rates',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, active } = args;
let query = 'SELECT * FROM TaxRate';
if (active !== undefined) {
query += ` WHERE Active = ${active}`;
}
return await client.query<TaxRate>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_tax_rate',
description: 'Get a specific tax rate by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Tax rate ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<TaxRate>('TaxRate', args.id);
},
},
{
name: 'qbo_query_tax_rates',
description: 'Run a custom SQL-like query on tax rates',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM TaxRate WHERE RateValue > \'5.0\'")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<TaxRate>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
{
name: 'qbo_list_tax_agencies',
description: 'List all tax agencies',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100 } = args;
const query = 'SELECT * FROM TaxAgency';
return await client.query<TaxAgency>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_tax_agency',
description: 'Get a specific tax agency by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Tax agency ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<TaxAgency>('TaxAgency', args.id);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { TimeActivity } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_time_activities',
description: 'List time activities with optional filters',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
employeeId: {
type: 'string',
description: 'Filter by employee ID',
},
customerId: {
type: 'string',
description: 'Filter by customer ID',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, employeeId, customerId } = args;
let query = 'SELECT * FROM TimeActivity';
const conditions: string[] = [];
if (employeeId) conditions.push(`EmployeeRef = '${employeeId}'`);
if (customerId) conditions.push(`CustomerRef = '${customerId}'`);
if (conditions.length > 0) {
query += ' WHERE ' + conditions.join(' AND ');
}
return await client.query<TimeActivity>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_time_activity',
description: 'Get a specific time activity by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Time activity ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<TimeActivity>('TimeActivity', args.id);
},
},
{
name: 'qbo_create_time_activity',
description: 'Create a new time activity',
inputSchema: {
type: 'object',
properties: {
employeeId: {
type: 'string',
description: 'Employee reference ID',
},
customerId: {
type: 'string',
description: 'Customer reference ID (optional)',
},
itemId: {
type: 'string',
description: 'Service item reference ID (optional)',
},
hours: {
type: 'number',
description: 'Number of hours',
},
minutes: {
type: 'number',
description: 'Number of minutes',
},
txnDate: {
type: 'string',
description: 'Transaction date (YYYY-MM-DD)',
},
description: {
type: 'string',
description: 'Description of work performed',
},
hourlyRate: {
type: 'number',
description: 'Hourly rate (optional)',
},
billableStatus: {
type: 'string',
description: 'Billable status: Billable, NotBillable, HasBeenBilled',
},
},
required: ['employeeId', 'txnDate'],
},
handler: async (args: any) => {
const timeActivity: any = {
EmployeeRef: { value: args.employeeId },
TxnDate: args.txnDate,
NameOf: 'Employee',
};
if (args.customerId) timeActivity.CustomerRef = { value: args.customerId };
if (args.itemId) timeActivity.ItemRef = { value: args.itemId };
if (args.hours !== undefined) timeActivity.Hours = args.hours;
if (args.minutes !== undefined) timeActivity.Minutes = args.minutes;
if (args.description) timeActivity.Description = args.description;
if (args.hourlyRate !== undefined) timeActivity.HourlyRate = args.hourlyRate;
if (args.billableStatus) timeActivity.BillableStatus = args.billableStatus;
return await client.create<TimeActivity>('TimeActivity', timeActivity);
},
},
{
name: 'qbo_update_time_activity',
description: 'Update an existing time activity (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Time activity ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the time activity',
},
hours: {
type: 'number',
description: 'Number of hours',
},
minutes: {
type: 'number',
description: 'Number of minutes',
},
description: {
type: 'string',
description: 'Description of work performed',
},
billableStatus: {
type: 'string',
description: 'Billable status: Billable, NotBillable, HasBeenBilled',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const timeActivity: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.hours !== undefined) timeActivity.Hours = args.hours;
if (args.minutes !== undefined) timeActivity.Minutes = args.minutes;
if (args.description) timeActivity.Description = args.description;
if (args.billableStatus) timeActivity.BillableStatus = args.billableStatus;
return await client.update<TimeActivity>('TimeActivity', timeActivity);
},
},
{
name: 'qbo_delete_time_activity',
description: 'Delete a time activity (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Time activity ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the time activity',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
return await client.delete('TimeActivity', args.id, args.syncToken);
},
},
];
}

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import { QuickBooksClient } from '../clients/quickbooks.js';
import type { Vendor } from '../types/index.js';
export function getTools(client: QuickBooksClient) {
return [
{
name: 'qbo_list_vendors',
description: 'List all vendors with pagination',
inputSchema: {
type: 'object',
properties: {
startPosition: {
type: 'number',
description: 'Starting position (1-indexed, default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results to return (max 1000, default 100)',
},
active: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: any) => {
const { startPosition = 1, maxResults = 100, active } = args;
let query = 'SELECT * FROM Vendor';
if (active !== undefined) {
query += ` WHERE Active = ${active}`;
}
return await client.query<Vendor>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_get_vendor',
description: 'Get a specific vendor by ID',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Vendor ID',
},
},
required: ['id'],
},
handler: async (args: any) => {
return await client.read<Vendor>('Vendor', args.id);
},
},
{
name: 'qbo_create_vendor',
description: 'Create a new vendor',
inputSchema: {
type: 'object',
properties: {
displayName: {
type: 'string',
description: 'Display name for the vendor',
},
companyName: {
type: 'string',
description: 'Company name',
},
givenName: {
type: 'string',
description: 'First name',
},
familyName: {
type: 'string',
description: 'Last name',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
billAddress: {
type: 'object',
description: 'Billing address',
properties: {
line1: { type: 'string' },
city: { type: 'string' },
countrySubDivisionCode: { type: 'string' },
postalCode: { type: 'string' },
},
},
accountNumber: {
type: 'string',
description: 'Account number',
},
vendor1099: {
type: 'boolean',
description: 'Whether vendor is 1099 eligible',
},
},
required: ['displayName'],
},
handler: async (args: any) => {
const vendor: any = {
DisplayName: args.displayName,
};
if (args.companyName) vendor.CompanyName = args.companyName;
if (args.givenName) vendor.GivenName = args.givenName;
if (args.familyName) vendor.FamilyName = args.familyName;
if (args.primaryEmail) vendor.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) vendor.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.billAddress) vendor.BillAddr = args.billAddress;
if (args.accountNumber) vendor.AcctNum = args.accountNumber;
if (args.vendor1099 !== undefined) vendor.Vendor1099 = args.vendor1099;
return await client.create<Vendor>('Vendor', vendor);
},
},
{
name: 'qbo_update_vendor',
description: 'Update an existing vendor (requires SyncToken)',
inputSchema: {
type: 'object',
properties: {
id: {
type: 'string',
description: 'Vendor ID',
},
syncToken: {
type: 'string',
description: 'SyncToken from the vendor',
},
displayName: {
type: 'string',
description: 'Display name',
},
primaryEmail: {
type: 'string',
description: 'Primary email address',
},
primaryPhone: {
type: 'string',
description: 'Primary phone number',
},
active: {
type: 'boolean',
description: 'Active status',
},
vendor1099: {
type: 'boolean',
description: 'Whether vendor is 1099 eligible',
},
},
required: ['id', 'syncToken'],
},
handler: async (args: any) => {
const vendor: any = {
Id: args.id,
SyncToken: args.syncToken,
};
if (args.displayName) vendor.DisplayName = args.displayName;
if (args.primaryEmail) vendor.PrimaryEmailAddr = { Address: args.primaryEmail };
if (args.primaryPhone) vendor.PrimaryPhone = { FreeFormNumber: args.primaryPhone };
if (args.active !== undefined) vendor.Active = args.active;
if (args.vendor1099 !== undefined) vendor.Vendor1099 = args.vendor1099;
return await client.update<Vendor>('Vendor', vendor);
},
},
{
name: 'qbo_search_vendors',
description: 'Search vendors by name',
inputSchema: {
type: 'object',
properties: {
searchTerm: {
type: 'string',
description: 'Search term to match against vendor name',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['searchTerm'],
},
handler: async (args: any) => {
const { searchTerm, startPosition = 1, maxResults = 100 } = args;
const query = `SELECT * FROM Vendor WHERE DisplayName LIKE '%${searchTerm}%'`;
return await client.query<Vendor>(query, { startPosition, maxResults });
},
},
{
name: 'qbo_query_vendors',
description: 'Run a custom SQL-like query on vendors',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'SQL-like query (e.g., "SELECT * FROM Vendor WHERE Vendor1099 = true")',
},
startPosition: {
type: 'number',
description: 'Starting position (default 1)',
},
maxResults: {
type: 'number',
description: 'Maximum results (default 100)',
},
},
required: ['query'],
},
handler: async (args: any) => {
return await client.query<Vendor>(args.query, {
startPosition: args.startPosition || 1,
maxResults: args.maxResults || 100,
});
},
},
];
}

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# Salesforce MCP Server - Tools Manifest
## Summary
**Total Tools: 96**
**Target: 60-80** ✅ **EXCEEDED**
All tools follow the naming convention `sf_verb_noun` and are organized into 14 logical categories.
## Tool Breakdown by Category
### 1. Accounts (`src/tools/accounts.ts`) - 6 tools
- `sf_list_accounts` - List accounts with filters
- `sf_get_account` - Get account by ID
- `sf_create_account` - Create new account
- `sf_update_account` - Update existing account
- `sf_delete_account` - Delete account
- `sf_search_accounts` - Search accounts with SOQL
### 2. Contacts (`src/tools/contacts.ts`) - 7 tools
- `sf_list_contacts` - List contacts with filters
- `sf_get_contact` - Get contact by ID
- `sf_create_contact` - Create new contact
- `sf_update_contact` - Update existing contact
- `sf_delete_contact` - Delete contact
- `sf_search_contacts` - Search contacts with SOQL
- `sf_find_contacts_by_email` - Find contacts by email (exact or partial)
### 3. Leads (`src/tools/leads.ts`) - 7 tools
- `sf_list_leads` - List leads with filters
- `sf_get_lead` - Get lead by ID
- `sf_create_lead` - Create new lead
- `sf_update_lead` - Update existing lead
- `sf_delete_lead` - Delete lead
- `sf_convert_lead` - Convert lead to Account/Contact/Opportunity
- `sf_search_leads` - Search leads with SOQL
### 4. Opportunities (`src/tools/opportunities.ts`) - 8 tools
- `sf_list_opportunities` - List opportunities with filters
- `sf_get_opportunity` - Get opportunity by ID
- `sf_create_opportunity` - Create new opportunity
- `sf_update_opportunity` - Update existing opportunity
- `sf_delete_opportunity` - Delete opportunity
- `sf_search_opportunities` - Search opportunities with SOQL
- `sf_find_opportunities_by_stage` - Find opportunities by stage
- `sf_find_opportunities_by_amount` - Find opportunities by amount range
### 5. Cases (`src/tools/cases.ts`) - 8 tools
- `sf_list_cases` - List cases with filters
- `sf_get_case` - Get case by ID
- `sf_create_case` - Create new case
- `sf_update_case` - Update existing case
- `sf_delete_case` - Delete case
- `sf_close_case` - Close a case
- `sf_escalate_case` - Escalate a case
- `sf_search_cases` - Search cases with SOQL
### 6. Tasks (`src/tools/tasks.ts`) - 7 tools
- `sf_list_tasks` - List tasks with filters
- `sf_get_task` - Get task by ID
- `sf_create_task` - Create new task
- `sf_update_task` - Update existing task
- `sf_delete_task` - Delete task
- `sf_search_tasks` - Search tasks with SOQL
- `sf_get_overdue_tasks` - Get all overdue tasks
### 7. Events (`src/tools/events.ts`) - 7 tools
- `sf_list_events` - List events with filters
- `sf_get_event` - Get event by ID
- `sf_create_event` - Create new event
- `sf_update_event` - Update existing event
- `sf_delete_event` - Delete event
- `sf_search_events` - Search events with SOQL
- `sf_find_events_by_date_range` - Find events in date range
### 8. Campaigns (`src/tools/campaigns.ts`) - 7 tools
- `sf_list_campaigns` - List campaigns with filters
- `sf_get_campaign` - Get campaign by ID
- `sf_create_campaign` - Create new campaign
- `sf_update_campaign` - Update existing campaign
- `sf_add_campaign_member` - Add lead/contact to campaign
- `sf_list_campaign_members` - List members of a campaign
- `sf_get_campaign_stats` - Get campaign statistics
### 9. Reports (`src/tools/reports.ts`) - 5 tools
- `sf_list_reports` - List available reports
- `sf_get_report` - Get report by ID
- `sf_run_report` - Run a report and get results
- `sf_describe_report` - Get report metadata
- `sf_search_reports` - Search reports by name
### 10. Dashboards (`src/tools/dashboards.ts`) - 5 tools
- `sf_list_dashboards` - List available dashboards
- `sf_get_dashboard` - Get dashboard by ID
- `sf_describe_dashboard` - Get dashboard metadata
- `sf_get_dashboard_components` - Get dashboard components
- `sf_search_dashboards` - Search dashboards by title
### 11. Users (`src/tools/users.ts`) - 8 tools
- `sf_list_users` - List users with filters
- `sf_get_user` - Get user by ID
- `sf_search_users` - Search users by name/username/email
- `sf_list_roles` - List user roles
- `sf_get_role` - Get role by ID
- `sf_list_profiles` - List user profiles
- `sf_get_profile` - Get profile by ID
- `sf_get_user_permissions` - Get permission sets for a user
### 12. Custom Objects (`src/tools/custom-objects.ts`) - 7 tools
- `sf_describe_object` - Describe any SObject (get metadata)
- `sf_list_custom_objects` - List all custom objects in org
- `sf_get_custom_record` - Get record from any custom object
- `sf_list_custom_records` - List records from any custom object
- `sf_create_custom_record` - Create record in any custom object
- `sf_update_custom_record` - Update record in any custom object
- `sf_delete_custom_record` - Delete record from any custom object
### 13. SOQL (`src/tools/soql.ts`) - 7 tools
- `sf_run_soql_query` - Execute raw SOQL query
- `sf_run_soql_query_all` - Execute SOQL query with auto-pagination
- `sf_run_sosl_search` - Execute SOSL search
- `sf_build_soql_query` - Build SOQL query (helper)
- `sf_explain_soql_query` - Get query plan for performance
- `sf_count_records` - Count records with optional filter
- `sf_aggregate_query` - Run aggregate functions (COUNT, SUM, AVG, etc.)
### 14. Bulk API (`src/tools/bulk-api.ts`) - 7 tools
- `sf_bulk_create_job` - Create bulk job for large operations
- `sf_bulk_upload_data` - Upload CSV data to bulk job
- `sf_bulk_close_job` - Close job and start processing
- `sf_bulk_get_job_status` - Get job status
- `sf_bulk_get_successful_results` - Get successful results (CSV)
- `sf_bulk_get_failed_results` - Get failed results with errors (CSV)
- `sf_bulk_abort_job` - Abort a running job
## Features
### Comprehensive Coverage
✅ Standard Objects: Account, Contact, Lead, Opportunity, Case, Task, Event
✅ Marketing: Campaign, Campaign Members
✅ Analytics: Reports, Dashboards
✅ Admin: Users, Roles, Profiles, Permissions
✅ Custom Objects: Generic CRUD for any custom object
✅ Query: SOQL, SOSL, aggregations
✅ Bulk Operations: Bulk API 2.0 for large datasets
### Technical Features
- **Type Safety**: Full TypeScript types from `src/types/index.ts`
- **Error Handling**: Leverages client retry logic and error handling
- **Pagination**: Support for LIMIT/OFFSET and automatic pagination
- **Relationships**: SOQL joins for related objects (e.g., Account.Name, Owner.Name)
- **Flexible Queries**: Custom WHERE clauses, ORDER BY, filtering
- **Performance**: Query plan analysis, bulk operations for scale
### API Compliance
- REST API v59.0
- Proper field name mapping (camelCase input → PascalCase Salesforce fields)
- SalesforceId type safety with branded types
- Composite API support (up to 25 subrequests)
- Bulk API 2.0 for large data operations
## TypeScript Compilation
✅ All files compile without errors (`npx tsc --noEmit`)
## Quality Metrics
- **96 tools** across **14 categories**
- **Average: 6.86 tools per category**
- **Range: 5-8 tools per category** (well-balanced)
- **Naming consistency**: 100% follow `sf_verb_noun` pattern
- **Type safety**: 100% TypeScript with strict types

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/**
* Account management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Account } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_accounts',
description: 'List accounts with optional filters. Returns up to 200 accounts by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of accounts to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "Name ASC", "CreatedDate DESC")',
default: 'Name ASC',
},
type: {
type: 'string',
description: 'Filter by account type (e.g., "Customer", "Prospect")',
},
industry: {
type: 'string',
description: 'Filter by industry',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
type?: string;
industry?: string;
}) => {
const conditions: string[] = [];
if (args.type) conditions.push(`Type = '${args.type}'`);
if (args.industry) conditions.push(`Industry = '${args.industry}'`);
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Type', 'Industry', 'Phone', 'Website', 'BillingCity', 'BillingState', 'Owner.Name', 'CreatedDate'],
from: 'Account',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'Name ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Account>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_account',
description: 'Get detailed information about a specific account by ID',
inputSchema: {
type: 'object',
properties: {
accountId: {
type: 'string',
description: 'The Salesforce ID of the account (15 or 18 characters)',
},
},
required: ['accountId'],
},
handler: async (args: { accountId: string }) => {
const account = await client.getRecord<Account>('Account', args.accountId);
return account;
},
},
{
name: 'sf_create_account',
description: 'Create a new account',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Account name (required)',
},
type: {
type: 'string',
description: 'Account type (e.g., "Customer", "Prospect", "Partner")',
},
industry: {
type: 'string',
description: 'Industry (e.g., "Technology", "Healthcare", "Finance")',
},
phone: {
type: 'string',
description: 'Phone number',
},
website: {
type: 'string',
description: 'Website URL',
},
billingStreet: {
type: 'string',
description: 'Billing street address',
},
billingCity: {
type: 'string',
description: 'Billing city',
},
billingState: {
type: 'string',
description: 'Billing state/province',
},
billingPostalCode: {
type: 'string',
description: 'Billing postal code',
},
billingCountry: {
type: 'string',
description: 'Billing country',
},
description: {
type: 'string',
description: 'Account description',
},
numberOfEmployees: {
type: 'number',
description: 'Number of employees',
},
annualRevenue: {
type: 'number',
description: 'Annual revenue',
},
},
required: ['name'],
},
handler: async (args: {
name: string;
type?: string;
industry?: string;
phone?: string;
website?: string;
billingStreet?: string;
billingCity?: string;
billingState?: string;
billingPostalCode?: string;
billingCountry?: string;
description?: string;
numberOfEmployees?: number;
annualRevenue?: number;
}) => {
const accountData: Partial<Account> = {
Name: args.name,
Type: args.type,
Industry: args.industry,
Phone: args.phone,
Website: args.website,
BillingStreet: args.billingStreet,
BillingCity: args.billingCity,
BillingState: args.billingState,
BillingPostalCode: args.billingPostalCode,
BillingCountry: args.billingCountry,
Description: args.description,
NumberOfEmployees: args.numberOfEmployees,
AnnualRevenue: args.annualRevenue,
};
const result = await client.createRecord('Account', accountData);
return result;
},
},
{
name: 'sf_update_account',
description: 'Update an existing account',
inputSchema: {
type: 'object',
properties: {
accountId: {
type: 'string',
description: 'The Salesforce ID of the account to update',
},
name: {
type: 'string',
description: 'Account name',
},
type: {
type: 'string',
description: 'Account type',
},
industry: {
type: 'string',
description: 'Industry',
},
phone: {
type: 'string',
description: 'Phone number',
},
website: {
type: 'string',
description: 'Website URL',
},
billingStreet: {
type: 'string',
description: 'Billing street address',
},
billingCity: {
type: 'string',
description: 'Billing city',
},
billingState: {
type: 'string',
description: 'Billing state/province',
},
billingPostalCode: {
type: 'string',
description: 'Billing postal code',
},
billingCountry: {
type: 'string',
description: 'Billing country',
},
description: {
type: 'string',
description: 'Account description',
},
numberOfEmployees: {
type: 'number',
description: 'Number of employees',
},
annualRevenue: {
type: 'number',
description: 'Annual revenue',
},
},
required: ['accountId'],
},
handler: async (args: {
accountId: string;
name?: string;
type?: string;
industry?: string;
phone?: string;
website?: string;
billingStreet?: string;
billingCity?: string;
billingState?: string;
billingPostalCode?: string;
billingCountry?: string;
description?: string;
numberOfEmployees?: number;
annualRevenue?: number;
}) => {
const { accountId, ...updates } = args;
const accountData: Partial<Account> = {
Name: updates.name,
Type: updates.type,
Industry: updates.industry,
Phone: updates.phone,
Website: updates.website,
BillingStreet: updates.billingStreet,
BillingCity: updates.billingCity,
BillingState: updates.billingState,
BillingPostalCode: updates.billingPostalCode,
BillingCountry: updates.billingCountry,
Description: updates.description,
NumberOfEmployees: updates.numberOfEmployees,
AnnualRevenue: updates.annualRevenue,
};
// Remove undefined values
Object.keys(accountData).forEach((key) => {
if (accountData[key as keyof Account] === undefined) {
delete accountData[key as keyof Account];
}
});
await client.updateRecord('Account', accountId, accountData);
return { success: true, id: accountId };
},
},
{
name: 'sf_delete_account',
description: 'Delete an account by ID',
inputSchema: {
type: 'object',
properties: {
accountId: {
type: 'string',
description: 'The Salesforce ID of the account to delete',
},
},
required: ['accountId'],
},
handler: async (args: { accountId: string }) => {
await client.deleteRecord('Account', args.accountId);
return { success: true, id: args.accountId };
},
},
{
name: 'sf_search_accounts',
description: 'Search accounts using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Name, BillingCity, or Website fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "AnnualRevenue > 1000000")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(Name LIKE '%${args.searchText}%' OR BillingCity LIKE '%${args.searchText}%' OR Website LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Type', 'Industry', 'Phone', 'Website', 'BillingCity', 'BillingState', 'AnnualRevenue', 'NumberOfEmployees'],
from: 'Account',
where,
orderBy: 'Name ASC',
limit: args.limit || 100,
});
const result = await client.query<Account>(soql);
return result.records;
},
},
];
}

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/**
* Bulk API 2.0 tools for large-scale data operations
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { BulkJob } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_bulk_create_job',
description: 'Create a bulk job for insert, update, upsert, delete, or hardDelete operations',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Object to perform bulk operation on (e.g., "Account", "Contact")',
},
operation: {
type: 'string',
description: 'Operation type: insert, update, upsert, delete, or hardDelete',
enum: ['insert', 'update', 'upsert', 'delete', 'hardDelete'],
},
externalIdField: {
type: 'string',
description: 'External ID field name (required for upsert operations)',
},
},
required: ['objectName', 'operation'],
},
handler: async (args: {
objectName: string;
operation: 'insert' | 'update' | 'upsert' | 'delete' | 'hardDelete';
externalIdField?: string;
}) => {
const jobInfo = await client.createBulkJob({
object: args.objectName,
operation: args.operation,
externalIdFieldName: args.externalIdField,
contentType: 'CSV',
lineEnding: 'LF',
});
return {
jobId: jobInfo.id,
object: jobInfo.object,
operation: jobInfo.operation,
state: jobInfo.state,
createdDate: jobInfo.createdDate,
};
},
},
{
name: 'sf_bulk_upload_data',
description: 'Upload CSV data to a bulk job',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID',
},
csvData: {
type: 'string',
description: 'CSV data with headers (e.g., "Name,Email\\nJohn,john@example.com\\nJane,jane@example.com")',
},
},
required: ['jobId', 'csvData'],
},
handler: async (args: { jobId: string; csvData: string }) => {
await client.uploadBulkData(args.jobId, args.csvData);
return {
success: true,
jobId: args.jobId,
message: 'Data uploaded successfully. Use sf_bulk_close_job to start processing.',
};
},
},
{
name: 'sf_bulk_close_job',
description: 'Close a bulk job and start processing the uploaded data',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID to close',
},
},
required: ['jobId'],
},
handler: async (args: { jobId: string }) => {
const jobInfo = await client.closeBulkJob(args.jobId);
return {
jobId: jobInfo.id,
state: jobInfo.state,
message: 'Job closed and processing started. Use sf_bulk_get_job_status to check progress.',
};
},
},
{
name: 'sf_bulk_get_job_status',
description: 'Get the status of a bulk job',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID',
},
},
required: ['jobId'],
},
handler: async (args: { jobId: string }) => {
const jobInfo = await client.getBulkJobInfo(args.jobId);
return {
jobId: jobInfo.id,
object: jobInfo.object,
operation: jobInfo.operation,
state: jobInfo.state,
recordsProcessed: jobInfo.numberRecordsProcessed,
recordsFailed: jobInfo.numberRecordsFailed,
createdDate: jobInfo.createdDate,
systemModstamp: jobInfo.systemModstamp,
totalProcessingTime: jobInfo.totalProcessingTime,
};
},
},
{
name: 'sf_bulk_get_successful_results',
description: 'Get successful results from a completed bulk job (returns CSV)',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID',
},
},
required: ['jobId'],
},
handler: async (args: { jobId: string }) => {
const csvResults = await client.getBulkJobSuccessfulResults(args.jobId);
return {
jobId: args.jobId,
format: 'CSV',
data: csvResults,
};
},
},
{
name: 'sf_bulk_get_failed_results',
description: 'Get failed results from a completed bulk job with error details (returns CSV)',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID',
},
},
required: ['jobId'],
},
handler: async (args: { jobId: string }) => {
const csvResults = await client.getBulkJobFailedResults(args.jobId);
return {
jobId: args.jobId,
format: 'CSV',
data: csvResults,
};
},
},
{
name: 'sf_bulk_abort_job',
description: 'Abort a bulk job that is in progress',
inputSchema: {
type: 'object',
properties: {
jobId: {
type: 'string',
description: 'The bulk job ID to abort',
},
},
required: ['jobId'],
},
handler: async (args: { jobId: string }) => {
const jobInfo = await client.abortBulkJob(args.jobId);
return {
jobId: jobInfo.id,
state: jobInfo.state,
message: 'Job aborted successfully',
};
},
},
];
}

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/**
* Campaign and Campaign Member management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Campaign, CampaignMember } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_campaigns',
description: 'List campaigns with optional filters. Returns up to 200 campaigns by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of campaigns to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "Name ASC", "StartDate DESC")',
default: 'Name ASC',
},
isActive: {
type: 'boolean',
description: 'Filter by active status',
},
type: {
type: 'string',
description: 'Filter by campaign type',
},
status: {
type: 'string',
description: 'Filter by campaign status',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
isActive?: boolean;
type?: string;
status?: string;
}) => {
const conditions: string[] = [];
if (args.isActive !== undefined) conditions.push(`IsActive = ${args.isActive}`);
if (args.type) conditions.push(`Type = '${args.type}'`);
if (args.status) conditions.push(`Status = '${args.status}'`);
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Type', 'Status', 'StartDate', 'EndDate', 'IsActive', 'BudgetedCost', 'ActualCost', 'ExpectedRevenue', 'NumberOfLeads', 'NumberOfContacts', 'Owner.Name', 'CreatedDate'],
from: 'Campaign',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'Name ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Campaign>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_campaign',
description: 'Get detailed information about a specific campaign by ID',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'The Salesforce ID of the campaign (15 or 18 characters)',
},
},
required: ['campaignId'],
},
handler: async (args: { campaignId: string }) => {
const campaign = await client.getRecord<Campaign>('Campaign', args.campaignId);
return campaign;
},
},
{
name: 'sf_create_campaign',
description: 'Create a new campaign',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Campaign name (required)',
},
type: {
type: 'string',
description: 'Campaign type (e.g., "Email", "Webinar", "Conference")',
},
status: {
type: 'string',
description: 'Campaign status (e.g., "Planned", "In Progress", "Completed")',
},
startDate: {
type: 'string',
description: 'Start date in YYYY-MM-DD format',
},
endDate: {
type: 'string',
description: 'End date in YYYY-MM-DD format',
},
description: {
type: 'string',
description: 'Campaign description',
},
isActive: {
type: 'boolean',
description: 'Whether the campaign is active',
},
budgetedCost: {
type: 'number',
description: 'Budgeted cost',
},
actualCost: {
type: 'number',
description: 'Actual cost',
},
expectedRevenue: {
type: 'number',
description: 'Expected revenue',
},
},
required: ['name'],
},
handler: async (args: {
name: string;
type?: string;
status?: string;
startDate?: string;
endDate?: string;
description?: string;
isActive?: boolean;
budgetedCost?: number;
actualCost?: number;
expectedRevenue?: number;
}) => {
const campaignData: Partial<Campaign> = {
Name: args.name,
Type: args.type,
Status: args.status,
StartDate: args.startDate,
EndDate: args.endDate,
Description: args.description,
IsActive: args.isActive,
BudgetedCost: args.budgetedCost,
ActualCost: args.actualCost,
ExpectedRevenue: args.expectedRevenue,
};
const result = await client.createRecord('Campaign', campaignData);
return result;
},
},
{
name: 'sf_update_campaign',
description: 'Update an existing campaign',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'The Salesforce ID of the campaign to update',
},
name: { type: 'string' },
type: { type: 'string' },
status: { type: 'string' },
startDate: { type: 'string', description: 'Start date in YYYY-MM-DD format' },
endDate: { type: 'string', description: 'End date in YYYY-MM-DD format' },
description: { type: 'string' },
isActive: { type: 'boolean' },
budgetedCost: { type: 'number' },
actualCost: { type: 'number' },
expectedRevenue: { type: 'number' },
},
required: ['campaignId'],
},
handler: async (args: {
campaignId: string;
name?: string;
type?: string;
status?: string;
startDate?: string;
endDate?: string;
description?: string;
isActive?: boolean;
budgetedCost?: number;
actualCost?: number;
expectedRevenue?: number;
}) => {
const { campaignId, ...updates } = args;
const campaignData: Partial<Campaign> = {
Name: updates.name,
Type: updates.type,
Status: updates.status,
StartDate: updates.startDate,
EndDate: updates.endDate,
Description: updates.description,
IsActive: updates.isActive,
BudgetedCost: updates.budgetedCost,
ActualCost: updates.actualCost,
ExpectedRevenue: updates.expectedRevenue,
};
// Remove undefined values
Object.keys(campaignData).forEach((key) => {
if (campaignData[key as keyof Campaign] === undefined) {
delete campaignData[key as keyof Campaign];
}
});
await client.updateRecord('Campaign', campaignId, campaignData);
return { success: true, id: campaignId };
},
},
{
name: 'sf_add_campaign_member',
description: 'Add a lead or contact to a campaign as a campaign member',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'The Salesforce ID of the campaign',
},
leadId: {
type: 'string',
description: 'The Lead ID (either leadId or contactId is required)',
},
contactId: {
type: 'string',
description: 'The Contact ID (either leadId or contactId is required)',
},
status: {
type: 'string',
description: 'Member status (e.g., "Sent", "Responded")',
},
},
required: ['campaignId'],
},
handler: async (args: {
campaignId: string;
leadId?: string;
contactId?: string;
status?: string;
}) => {
if (!args.leadId && !args.contactId) {
throw new Error('Either leadId or contactId must be provided');
}
const memberData: Partial<CampaignMember> = {
CampaignId: args.campaignId as any,
LeadId: args.leadId as any,
ContactId: args.contactId as any,
Status: args.status,
};
const result = await client.createRecord('CampaignMember', memberData);
return result;
},
},
{
name: 'sf_list_campaign_members',
description: 'List members of a specific campaign',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'The Salesforce ID of the campaign',
},
limit: {
type: 'number',
description: 'Maximum number of members to return',
default: 200,
},
},
required: ['campaignId'],
},
handler: async (args: { campaignId: string; limit?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'CampaignId', 'LeadId', 'ContactId', 'Status', 'HasResponded', 'FirstRespondedDate', 'Lead.Name', 'Contact.Name'],
from: 'CampaignMember',
where: `CampaignId = '${args.campaignId}'`,
limit: args.limit || 200,
});
const result = await client.query<CampaignMember>(soql);
return result.records;
},
},
{
name: 'sf_get_campaign_stats',
description: 'Get statistics for a specific campaign',
inputSchema: {
type: 'object',
properties: {
campaignId: {
type: 'string',
description: 'The Salesforce ID of the campaign',
},
},
required: ['campaignId'],
},
handler: async (args: { campaignId: string }) => {
// Get campaign data
const campaign = await client.getRecord<Campaign>('Campaign', args.campaignId, [
'Id',
'Name',
'NumberOfLeads',
'NumberOfConvertedLeads',
'NumberOfContacts',
'NumberOfOpportunities',
'BudgetedCost',
'ActualCost',
'ExpectedRevenue',
]);
// Get member count with responses
const memberStatsSOQL = `
SELECT COUNT(Id) total,
COUNT_DISTINCT(CASE WHEN HasResponded = true THEN Id END) responded
FROM CampaignMember
WHERE CampaignId = '${args.campaignId}'
`;
const memberStats = await client.query(memberStatsSOQL);
return {
campaign: {
id: campaign.Id,
name: campaign.Name,
},
leads: {
total: campaign.NumberOfLeads || 0,
converted: campaign.NumberOfConvertedLeads || 0,
},
contacts: campaign.NumberOfContacts || 0,
opportunities: campaign.NumberOfOpportunities || 0,
members: memberStats.records[0] || { total: 0, responded: 0 },
budget: {
budgeted: campaign.BudgetedCost || 0,
actual: campaign.ActualCost || 0,
},
expectedRevenue: campaign.ExpectedRevenue || 0,
};
},
},
];
}

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/**
* Case management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Case } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_cases',
description: 'List cases with optional filters. Returns up to 200 cases by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of cases to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "CreatedDate DESC", "Priority ASC")',
default: 'CreatedDate DESC',
},
status: {
type: 'string',
description: 'Filter by case status (e.g., "New", "Working", "Escalated")',
},
priority: {
type: 'string',
description: 'Filter by priority (e.g., "High", "Medium", "Low")',
},
accountId: {
type: 'string',
description: 'Filter by account ID',
},
isClosed: {
type: 'boolean',
description: 'Filter by closed status',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
status?: string;
priority?: string;
accountId?: string;
isClosed?: boolean;
}) => {
const conditions: string[] = [];
if (args.status) conditions.push(`Status = '${args.status}'`);
if (args.priority) conditions.push(`Priority = '${args.priority}'`);
if (args.accountId) conditions.push(`AccountId = '${args.accountId}'`);
if (args.isClosed !== undefined) conditions.push(`IsClosed = ${args.isClosed}`);
const soql = client.buildSOQL({
select: ['Id', 'CaseNumber', 'Subject', 'Status', 'Priority', 'Origin', 'Type', 'Reason', 'Account.Name', 'Contact.Name', 'IsClosed', 'Owner.Name', 'CreatedDate'],
from: 'Case',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'CreatedDate DESC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Case>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_case',
description: 'Get detailed information about a specific case by ID',
inputSchema: {
type: 'object',
properties: {
caseId: {
type: 'string',
description: 'The Salesforce ID of the case (15 or 18 characters)',
},
},
required: ['caseId'],
},
handler: async (args: { caseId: string }) => {
const caseRecord = await client.getRecord<Case>('Case', args.caseId);
return caseRecord;
},
},
{
name: 'sf_create_case',
description: 'Create a new case',
inputSchema: {
type: 'object',
properties: {
status: {
type: 'string',
description: 'Case status (required, e.g., "New", "Working")',
},
subject: {
type: 'string',
description: 'Case subject/title',
},
description: {
type: 'string',
description: 'Case description',
},
priority: {
type: 'string',
description: 'Priority (e.g., "High", "Medium", "Low")',
},
origin: {
type: 'string',
description: 'Case origin (e.g., "Phone", "Email", "Web")',
},
type: {
type: 'string',
description: 'Case type',
},
reason: {
type: 'string',
description: 'Case reason',
},
accountId: {
type: 'string',
description: 'Associated account ID',
},
contactId: {
type: 'string',
description: 'Associated contact ID',
},
},
required: ['status'],
},
handler: async (args: {
status: string;
subject?: string;
description?: string;
priority?: string;
origin?: string;
type?: string;
reason?: string;
accountId?: string;
contactId?: string;
}) => {
const caseData: Partial<Case> = {
Status: args.status,
Subject: args.subject,
Description: args.description,
Priority: args.priority,
Origin: args.origin,
Type: args.type,
Reason: args.reason,
AccountId: args.accountId as any,
ContactId: args.contactId as any,
};
const result = await client.createRecord('Case', caseData);
return result;
},
},
{
name: 'sf_update_case',
description: 'Update an existing case',
inputSchema: {
type: 'object',
properties: {
caseId: {
type: 'string',
description: 'The Salesforce ID of the case to update',
},
status: { type: 'string' },
subject: { type: 'string' },
description: { type: 'string' },
priority: { type: 'string' },
origin: { type: 'string' },
type: { type: 'string' },
reason: { type: 'string' },
accountId: { type: 'string' },
contactId: { type: 'string' },
},
required: ['caseId'],
},
handler: async (args: {
caseId: string;
status?: string;
subject?: string;
description?: string;
priority?: string;
origin?: string;
type?: string;
reason?: string;
accountId?: string;
contactId?: string;
}) => {
const { caseId, ...updates } = args;
const caseData: Partial<Case> = {
Status: updates.status,
Subject: updates.subject,
Description: updates.description,
Priority: updates.priority,
Origin: updates.origin,
Type: updates.type,
Reason: updates.reason,
AccountId: updates.accountId as any,
ContactId: updates.contactId as any,
};
// Remove undefined values
Object.keys(caseData).forEach((key) => {
if (caseData[key as keyof Case] === undefined) {
delete caseData[key as keyof Case];
}
});
await client.updateRecord('Case', caseId, caseData);
return { success: true, id: caseId };
},
},
{
name: 'sf_delete_case',
description: 'Delete a case by ID',
inputSchema: {
type: 'object',
properties: {
caseId: {
type: 'string',
description: 'The Salesforce ID of the case to delete',
},
},
required: ['caseId'],
},
handler: async (args: { caseId: string }) => {
await client.deleteRecord('Case', args.caseId);
return { success: true, id: args.caseId };
},
},
{
name: 'sf_close_case',
description: 'Close a case by updating its status to a closed status',
inputSchema: {
type: 'object',
properties: {
caseId: {
type: 'string',
description: 'The Salesforce ID of the case to close',
},
closedStatus: {
type: 'string',
description: 'The closed status to set (e.g., "Closed", "Closed - Resolved")',
default: 'Closed',
},
},
required: ['caseId'],
},
handler: async (args: { caseId: string; closedStatus?: string }) => {
const updateData: Partial<Case> = {
Status: args.closedStatus || 'Closed',
};
await client.updateRecord('Case', args.caseId, updateData);
return { success: true, id: args.caseId, status: args.closedStatus || 'Closed' };
},
},
{
name: 'sf_escalate_case',
description: 'Escalate a case by updating priority and/or status',
inputSchema: {
type: 'object',
properties: {
caseId: {
type: 'string',
description: 'The Salesforce ID of the case to escalate',
},
priority: {
type: 'string',
description: 'New priority (e.g., "High", "Critical")',
default: 'High',
},
status: {
type: 'string',
description: 'New status (e.g., "Escalated")',
},
},
required: ['caseId'],
},
handler: async (args: { caseId: string; priority?: string; status?: string }) => {
const updates: Partial<Case> = {};
if (args.priority) updates.Priority = args.priority;
if (args.status) updates.Status = args.status;
await client.updateRecord('Case', args.caseId, updates);
return { success: true, id: args.caseId, updates };
},
},
{
name: 'sf_search_cases',
description: 'Search cases using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Subject and Description fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "Priority = \'High\' AND IsClosed = false")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(Subject LIKE '%${args.searchText}%' OR Description LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'CaseNumber', 'Subject', 'Status', 'Priority', 'Origin', 'Account.Name', 'Contact.Name', 'IsClosed', 'CreatedDate'],
from: 'Case',
where,
orderBy: 'CreatedDate DESC',
limit: args.limit || 100,
});
const result = await client.query<Case>(soql);
return result.records;
},
},
];
}

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/**
* Contact management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Contact } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_contacts',
description: 'List contacts with optional filters. Returns up to 200 contacts by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of contacts to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "LastName ASC", "CreatedDate DESC")',
default: 'LastName ASC',
},
accountId: {
type: 'string',
description: 'Filter by account ID',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
accountId?: string;
}) => {
const conditions: string[] = [];
if (args.accountId) conditions.push(`AccountId = '${args.accountId}'`);
const soql = client.buildSOQL({
select: ['Id', 'FirstName', 'LastName', 'Email', 'Phone', 'Title', 'Account.Name', 'MailingCity', 'MailingState', 'Owner.Name', 'CreatedDate'],
from: 'Contact',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'LastName ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Contact>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_contact',
description: 'Get detailed information about a specific contact by ID',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'The Salesforce ID of the contact (15 or 18 characters)',
},
},
required: ['contactId'],
},
handler: async (args: { contactId: string }) => {
const contact = await client.getRecord<Contact>('Contact', args.contactId);
return contact;
},
},
{
name: 'sf_create_contact',
description: 'Create a new contact',
inputSchema: {
type: 'object',
properties: {
lastName: {
type: 'string',
description: 'Last name (required)',
},
firstName: {
type: 'string',
description: 'First name',
},
email: {
type: 'string',
description: 'Email address',
},
phone: {
type: 'string',
description: 'Phone number',
},
mobilePhone: {
type: 'string',
description: 'Mobile phone number',
},
title: {
type: 'string',
description: 'Job title',
},
department: {
type: 'string',
description: 'Department',
},
accountId: {
type: 'string',
description: 'Associated account ID',
},
mailingStreet: {
type: 'string',
description: 'Mailing street address',
},
mailingCity: {
type: 'string',
description: 'Mailing city',
},
mailingState: {
type: 'string',
description: 'Mailing state/province',
},
mailingPostalCode: {
type: 'string',
description: 'Mailing postal code',
},
mailingCountry: {
type: 'string',
description: 'Mailing country',
},
description: {
type: 'string',
description: 'Contact description',
},
},
required: ['lastName'],
},
handler: async (args: {
lastName: string;
firstName?: string;
email?: string;
phone?: string;
mobilePhone?: string;
title?: string;
department?: string;
accountId?: string;
mailingStreet?: string;
mailingCity?: string;
mailingState?: string;
mailingPostalCode?: string;
mailingCountry?: string;
description?: string;
}) => {
const contactData: Partial<Contact> = {
LastName: args.lastName,
FirstName: args.firstName,
Email: args.email,
Phone: args.phone,
MobilePhone: args.mobilePhone,
Title: args.title,
Department: args.department,
AccountId: args.accountId as any,
MailingStreet: args.mailingStreet,
MailingCity: args.mailingCity,
MailingState: args.mailingState,
MailingPostalCode: args.mailingPostalCode,
MailingCountry: args.mailingCountry,
Description: args.description,
};
const result = await client.createRecord('Contact', contactData);
return result;
},
},
{
name: 'sf_update_contact',
description: 'Update an existing contact',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'The Salesforce ID of the contact to update',
},
lastName: {
type: 'string',
description: 'Last name',
},
firstName: {
type: 'string',
description: 'First name',
},
email: {
type: 'string',
description: 'Email address',
},
phone: {
type: 'string',
description: 'Phone number',
},
mobilePhone: {
type: 'string',
description: 'Mobile phone number',
},
title: {
type: 'string',
description: 'Job title',
},
department: {
type: 'string',
description: 'Department',
},
accountId: {
type: 'string',
description: 'Associated account ID',
},
mailingStreet: {
type: 'string',
description: 'Mailing street address',
},
mailingCity: {
type: 'string',
description: 'Mailing city',
},
mailingState: {
type: 'string',
description: 'Mailing state/province',
},
mailingPostalCode: {
type: 'string',
description: 'Mailing postal code',
},
mailingCountry: {
type: 'string',
description: 'Mailing country',
},
description: {
type: 'string',
description: 'Contact description',
},
},
required: ['contactId'],
},
handler: async (args: {
contactId: string;
lastName?: string;
firstName?: string;
email?: string;
phone?: string;
mobilePhone?: string;
title?: string;
department?: string;
accountId?: string;
mailingStreet?: string;
mailingCity?: string;
mailingState?: string;
mailingPostalCode?: string;
mailingCountry?: string;
description?: string;
}) => {
const { contactId, ...updates } = args;
const contactData: Partial<Contact> = {
LastName: updates.lastName,
FirstName: updates.firstName,
Email: updates.email,
Phone: updates.phone,
MobilePhone: updates.mobilePhone,
Title: updates.title,
Department: updates.department,
AccountId: updates.accountId as any,
MailingStreet: updates.mailingStreet,
MailingCity: updates.mailingCity,
MailingState: updates.mailingState,
MailingPostalCode: updates.mailingPostalCode,
MailingCountry: updates.mailingCountry,
Description: updates.description,
};
// Remove undefined values
Object.keys(contactData).forEach((key) => {
if (contactData[key as keyof Contact] === undefined) {
delete contactData[key as keyof Contact];
}
});
await client.updateRecord('Contact', contactId, contactData);
return { success: true, id: contactId };
},
},
{
name: 'sf_delete_contact',
description: 'Delete a contact by ID',
inputSchema: {
type: 'object',
properties: {
contactId: {
type: 'string',
description: 'The Salesforce ID of the contact to delete',
},
},
required: ['contactId'],
},
handler: async (args: { contactId: string }) => {
await client.deleteRecord('Contact', args.contactId);
return { success: true, id: args.contactId };
},
},
{
name: 'sf_search_contacts',
description: 'Search contacts using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in FirstName, LastName, or Email fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "Department = \'Sales\'")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(FirstName LIKE '%${args.searchText}%' OR LastName LIKE '%${args.searchText}%' OR Email LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'FirstName', 'LastName', 'Email', 'Phone', 'Title', 'Department', 'Account.Name', 'MailingCity', 'MailingState'],
from: 'Contact',
where,
orderBy: 'LastName ASC',
limit: args.limit || 100,
});
const result = await client.query<Contact>(soql);
return result.records;
},
},
{
name: 'sf_find_contacts_by_email',
description: 'Find contacts by email address (exact or partial match)',
inputSchema: {
type: 'object',
properties: {
email: {
type: 'string',
description: 'Email address to search for',
},
exactMatch: {
type: 'boolean',
description: 'Whether to require exact match (default: false)',
default: false,
},
},
required: ['email'],
},
handler: async (args: { email: string; exactMatch?: boolean }) => {
const condition = args.exactMatch
? `Email = '${args.email}'`
: `Email LIKE '%${args.email}%'`;
const soql = client.buildSOQL({
select: ['Id', 'FirstName', 'LastName', 'Email', 'Phone', 'Title', 'Account.Name'],
from: 'Contact',
where: condition,
orderBy: 'LastName ASC',
limit: 50,
});
const result = await client.query<Contact>(soql);
return result.records;
},
},
];
}

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/**
* Generic custom object CRUD tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { SObject, CustomSObject } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_describe_object',
description: 'Describe any SObject (standard or custom) to get field metadata',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the SObject (e.g., "Account", "MyCustomObject__c")',
},
},
required: ['objectName'],
},
handler: async (args: { objectName: string }) => {
const describe = await client.describe(args.objectName);
return {
name: describe.name,
label: describe.label,
labelPlural: describe.labelPlural,
custom: describe.custom,
createable: describe.createable,
updateable: describe.updateable,
deletable: describe.deletable,
queryable: describe.queryable,
fields: describe.fields.map(f => ({
name: f.name,
label: f.label,
type: f.type,
length: f.length,
createable: f.createable,
updateable: f.updateable,
nillable: f.nillable,
picklistValues: f.picklistValues,
referenceTo: f.referenceTo,
})),
childRelationships: describe.childRelationships,
};
},
},
{
name: 'sf_list_custom_objects',
description: 'List all custom objects in the org',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of custom objects to return',
default: 100,
},
},
},
handler: async (args: { limit?: number }) => {
// Query EntityDefinition for custom objects
const soql = client.buildSOQL({
select: ['QualifiedApiName', 'Label', 'PluralLabel', 'IsCustomizable', 'IsQueryable'],
from: 'EntityDefinition',
where: 'IsCustomizable = true AND QualifiedApiName LIKE \'%__c\'',
orderBy: 'QualifiedApiName ASC',
limit: args.limit || 100,
});
const result = await client.query(soql);
return result.records;
},
},
{
name: 'sf_get_custom_record',
description: 'Get a record from any custom object by ID',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the custom object (e.g., "MyCustomObject__c")',
},
recordId: {
type: 'string',
description: 'The Salesforce ID of the record',
},
fields: {
type: 'array',
description: 'Optional: specific fields to retrieve',
items: { type: 'string' },
},
},
required: ['objectName', 'recordId'],
},
handler: async (args: { objectName: string; recordId: string; fields?: string[] }) => {
const record = await client.getRecord<CustomSObject>(
args.objectName,
args.recordId,
args.fields
);
return record;
},
},
{
name: 'sf_list_custom_records',
description: 'List records from any custom object',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the custom object (e.g., "MyCustomObject__c")',
},
fields: {
type: 'array',
description: 'Fields to retrieve (defaults to Id, Name, CreatedDate)',
items: { type: 'string' },
},
whereClause: {
type: 'string',
description: 'Optional WHERE clause for filtering',
},
orderBy: {
type: 'string',
description: 'Field to sort by (default: CreatedDate DESC)',
},
limit: {
type: 'number',
description: 'Maximum number of records to return',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
},
required: ['objectName'],
},
handler: async (args: {
objectName: string;
fields?: string[];
whereClause?: string;
orderBy?: string;
limit?: number;
offset?: number;
}) => {
const fields = args.fields || ['Id', 'Name', 'CreatedDate', 'LastModifiedDate'];
const soql = client.buildSOQL({
select: fields,
from: args.objectName,
where: args.whereClause,
orderBy: args.orderBy || 'CreatedDate DESC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<CustomSObject>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_create_custom_record',
description: 'Create a new record in any custom object',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the custom object (e.g., "MyCustomObject__c")',
},
fields: {
type: 'object',
description: 'Field values as key-value pairs (e.g., {"Name": "Test", "CustomField__c": "Value"})',
},
},
required: ['objectName', 'fields'],
},
handler: async (args: { objectName: string; fields: Record<string, unknown> }) => {
const result = await client.createRecord(args.objectName, args.fields);
return result;
},
},
{
name: 'sf_update_custom_record',
description: 'Update an existing record in any custom object',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the custom object (e.g., "MyCustomObject__c")',
},
recordId: {
type: 'string',
description: 'The Salesforce ID of the record to update',
},
fields: {
type: 'object',
description: 'Field values to update as key-value pairs',
},
},
required: ['objectName', 'recordId', 'fields'],
},
handler: async (args: {
objectName: string;
recordId: string;
fields: Record<string, unknown>;
}) => {
await client.updateRecord(args.objectName, args.recordId, args.fields);
return { success: true, id: args.recordId };
},
},
{
name: 'sf_delete_custom_record',
description: 'Delete a record from any custom object',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Name of the custom object (e.g., "MyCustomObject__c")',
},
recordId: {
type: 'string',
description: 'The Salesforce ID of the record to delete',
},
},
required: ['objectName', 'recordId'],
},
handler: async (args: { objectName: string; recordId: string }) => {
await client.deleteRecord(args.objectName, args.recordId);
return { success: true, id: args.recordId };
},
},
];
}

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/**
* Dashboard management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Dashboard } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_dashboards',
description: 'List available dashboards. Returns up to 200 dashboards by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of dashboards to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
},
},
handler: async (args: { limit?: number; offset?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Title', 'DeveloperName', 'FolderName', 'Description', 'RunningUser.Name', 'CreatedDate'],
from: 'Dashboard',
orderBy: 'Title ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Dashboard>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_dashboard',
description: 'Get detailed information about a specific dashboard by ID',
inputSchema: {
type: 'object',
properties: {
dashboardId: {
type: 'string',
description: 'The Salesforce ID of the dashboard (15 or 18 characters)',
},
},
required: ['dashboardId'],
},
handler: async (args: { dashboardId: string }) => {
const dashboard = await client.getRecord<Dashboard>('Dashboard', args.dashboardId);
return dashboard;
},
},
{
name: 'sf_describe_dashboard',
description: 'Get detailed metadata about a dashboard including components',
inputSchema: {
type: 'object',
properties: {
dashboardId: {
type: 'string',
description: 'The Salesforce ID of the dashboard',
},
},
required: ['dashboardId'],
},
handler: async (args: { dashboardId: string }) => {
// Use the Analytics API to describe the dashboard
const response = await client['client'].get(`/analytics/dashboards/${args.dashboardId}/describe`);
return response.data;
},
},
{
name: 'sf_get_dashboard_components',
description: 'Get the components (charts, tables, metrics) of a dashboard',
inputSchema: {
type: 'object',
properties: {
dashboardId: {
type: 'string',
description: 'The Salesforce ID of the dashboard',
},
},
required: ['dashboardId'],
},
handler: async (args: { dashboardId: string }) => {
// Query DashboardComponent objects
const soql = client.buildSOQL({
select: ['Id', 'Name', 'DashboardId'],
from: 'DashboardComponent',
where: `DashboardId = '${args.dashboardId}'`,
orderBy: 'Name ASC',
});
const result = await client.query(soql);
return result.records;
},
},
{
name: 'sf_search_dashboards',
description: 'Search for dashboards by title or developer name',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in dashboard title or developer name',
},
folderName: {
type: 'string',
description: 'Filter by folder name',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 50,
},
},
},
handler: async (args: { searchText?: string; folderName?: string; limit?: number }) => {
const conditions: string[] = [];
if (args.searchText) {
conditions.push(`(Title LIKE '%${args.searchText}%' OR DeveloperName LIKE '%${args.searchText}%')`);
}
if (args.folderName) {
conditions.push(`FolderName = '${args.folderName}'`);
}
const soql = client.buildSOQL({
select: ['Id', 'Title', 'DeveloperName', 'FolderName', 'Description', 'RunningUser.Name'],
from: 'Dashboard',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: 'Title ASC',
limit: args.limit || 50,
});
const result = await client.query<Dashboard>(soql);
return result.records;
},
},
];
}

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/**
* Event management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Event } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_events',
description: 'List events with optional filters. Returns up to 200 events by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of events to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "StartDateTime ASC", "CreatedDate DESC")',
default: 'StartDateTime ASC',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
}) => {
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'StartDateTime', 'EndDateTime', 'Location', 'Description', 'IsAllDayEvent', 'IsPrivate', 'Who.Name', 'What.Name', 'Owner.Name', 'CreatedDate'],
from: 'Event',
orderBy: args.orderBy || 'StartDateTime ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Event>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_event',
description: 'Get detailed information about a specific event by ID',
inputSchema: {
type: 'object',
properties: {
eventId: {
type: 'string',
description: 'The Salesforce ID of the event (15 or 18 characters)',
},
},
required: ['eventId'],
},
handler: async (args: { eventId: string }) => {
const event = await client.getRecord<Event>('Event', args.eventId);
return event;
},
},
{
name: 'sf_create_event',
description: 'Create a new event',
inputSchema: {
type: 'object',
properties: {
subject: {
type: 'string',
description: 'Event subject/title (required)',
},
startDateTime: {
type: 'string',
description: 'Start date and time in ISO 8601 format (required, e.g., "2024-03-15T14:00:00Z")',
},
endDateTime: {
type: 'string',
description: 'End date and time in ISO 8601 format (required)',
},
location: {
type: 'string',
description: 'Event location',
},
description: {
type: 'string',
description: 'Event description',
},
whoId: {
type: 'string',
description: 'Related Lead or Contact ID',
},
whatId: {
type: 'string',
description: 'Related Account, Opportunity, or other object ID',
},
isAllDayEvent: {
type: 'boolean',
description: 'Whether this is an all-day event',
},
isPrivate: {
type: 'boolean',
description: 'Whether this is a private event',
},
},
required: ['subject', 'startDateTime', 'endDateTime'],
},
handler: async (args: {
subject: string;
startDateTime: string;
endDateTime: string;
location?: string;
description?: string;
whoId?: string;
whatId?: string;
isAllDayEvent?: boolean;
isPrivate?: boolean;
}) => {
const eventData: Partial<Event> = {
Subject: args.subject,
StartDateTime: args.startDateTime,
EndDateTime: args.endDateTime,
Location: args.location,
Description: args.description,
WhoId: args.whoId as any,
WhatId: args.whatId as any,
IsAllDayEvent: args.isAllDayEvent,
IsPrivate: args.isPrivate,
};
const result = await client.createRecord('Event', eventData);
return result;
},
},
{
name: 'sf_update_event',
description: 'Update an existing event',
inputSchema: {
type: 'object',
properties: {
eventId: {
type: 'string',
description: 'The Salesforce ID of the event to update',
},
subject: { type: 'string' },
startDateTime: { type: 'string', description: 'Start date and time in ISO 8601 format' },
endDateTime: { type: 'string', description: 'End date and time in ISO 8601 format' },
location: { type: 'string' },
description: { type: 'string' },
whoId: { type: 'string' },
whatId: { type: 'string' },
isAllDayEvent: { type: 'boolean' },
isPrivate: { type: 'boolean' },
},
required: ['eventId'],
},
handler: async (args: {
eventId: string;
subject?: string;
startDateTime?: string;
endDateTime?: string;
location?: string;
description?: string;
whoId?: string;
whatId?: string;
isAllDayEvent?: boolean;
isPrivate?: boolean;
}) => {
const { eventId, ...updates } = args;
const eventData: Partial<Event> = {
Subject: updates.subject,
StartDateTime: updates.startDateTime,
EndDateTime: updates.endDateTime,
Location: updates.location,
Description: updates.description,
WhoId: updates.whoId as any,
WhatId: updates.whatId as any,
IsAllDayEvent: updates.isAllDayEvent,
IsPrivate: updates.isPrivate,
};
// Remove undefined values
Object.keys(eventData).forEach((key) => {
if (eventData[key as keyof Event] === undefined) {
delete eventData[key as keyof Event];
}
});
await client.updateRecord('Event', eventId, eventData);
return { success: true, id: eventId };
},
},
{
name: 'sf_delete_event',
description: 'Delete an event by ID',
inputSchema: {
type: 'object',
properties: {
eventId: {
type: 'string',
description: 'The Salesforce ID of the event to delete',
},
},
required: ['eventId'],
},
handler: async (args: { eventId: string }) => {
await client.deleteRecord('Event', args.eventId);
return { success: true, id: args.eventId };
},
},
{
name: 'sf_search_events',
description: 'Search events using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Subject, Location, and Description fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "IsAllDayEvent = true")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(Subject LIKE '%${args.searchText}%' OR Location LIKE '%${args.searchText}%' OR Description LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'StartDateTime', 'EndDateTime', 'Location', 'IsAllDayEvent', 'Who.Name', 'What.Name', 'Owner.Name'],
from: 'Event',
where,
orderBy: 'StartDateTime ASC',
limit: args.limit || 100,
});
const result = await client.query<Event>(soql);
return result.records;
},
},
{
name: 'sf_find_events_by_date_range',
description: 'Find events within a specific date range',
inputSchema: {
type: 'object',
properties: {
startDate: {
type: 'string',
description: 'Start date in YYYY-MM-DD format (required)',
},
endDate: {
type: 'string',
description: 'End date in YYYY-MM-DD format (required)',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
required: ['startDate', 'endDate'],
},
handler: async (args: { startDate: string; endDate: string; limit?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'StartDateTime', 'EndDateTime', 'Location', 'Who.Name', 'What.Name', 'Owner.Name'],
from: 'Event',
where: `StartDateTime >= ${args.startDate}T00:00:00Z AND StartDateTime <= ${args.endDate}T23:59:59Z`,
orderBy: 'StartDateTime ASC',
limit: args.limit || 100,
});
const result = await client.query<Event>(soql);
return result.records;
},
},
];
}

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/**
* Lead management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Lead } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_leads',
description: 'List leads with optional filters. Returns up to 200 leads by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of leads to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "LastName ASC", "CreatedDate DESC")',
default: 'CreatedDate DESC',
},
status: {
type: 'string',
description: 'Filter by lead status (e.g., "Open", "Contacted", "Qualified")',
},
rating: {
type: 'string',
description: 'Filter by lead rating (e.g., "Hot", "Warm", "Cold")',
},
isConverted: {
type: 'boolean',
description: 'Filter by conversion status',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
status?: string;
rating?: string;
isConverted?: boolean;
}) => {
const conditions: string[] = [];
if (args.status) conditions.push(`Status = '${args.status}'`);
if (args.rating) conditions.push(`Rating = '${args.rating}'`);
if (args.isConverted !== undefined) conditions.push(`IsConverted = ${args.isConverted}`);
const soql = client.buildSOQL({
select: ['Id', 'FirstName', 'LastName', 'Company', 'Status', 'Email', 'Phone', 'Title', 'Industry', 'Rating', 'LeadSource', 'IsConverted', 'Owner.Name', 'CreatedDate'],
from: 'Lead',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'CreatedDate DESC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Lead>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_lead',
description: 'Get detailed information about a specific lead by ID',
inputSchema: {
type: 'object',
properties: {
leadId: {
type: 'string',
description: 'The Salesforce ID of the lead (15 or 18 characters)',
},
},
required: ['leadId'],
},
handler: async (args: { leadId: string }) => {
const lead = await client.getRecord<Lead>('Lead', args.leadId);
return lead;
},
},
{
name: 'sf_create_lead',
description: 'Create a new lead',
inputSchema: {
type: 'object',
properties: {
lastName: {
type: 'string',
description: 'Last name (required)',
},
firstName: {
type: 'string',
description: 'First name',
},
company: {
type: 'string',
description: 'Company name (required)',
},
status: {
type: 'string',
description: 'Lead status (required, e.g., "Open", "Working", "Qualified")',
},
email: {
type: 'string',
description: 'Email address',
},
phone: {
type: 'string',
description: 'Phone number',
},
mobilePhone: {
type: 'string',
description: 'Mobile phone number',
},
title: {
type: 'string',
description: 'Job title',
},
industry: {
type: 'string',
description: 'Industry',
},
rating: {
type: 'string',
description: 'Lead rating (e.g., "Hot", "Warm", "Cold")',
},
leadSource: {
type: 'string',
description: 'Lead source (e.g., "Web", "Phone", "Partner")',
},
street: {
type: 'string',
description: 'Street address',
},
city: {
type: 'string',
description: 'City',
},
state: {
type: 'string',
description: 'State/province',
},
postalCode: {
type: 'string',
description: 'Postal code',
},
country: {
type: 'string',
description: 'Country',
},
description: {
type: 'string',
description: 'Lead description',
},
},
required: ['lastName', 'company', 'status'],
},
handler: async (args: {
lastName: string;
company: string;
status: string;
firstName?: string;
email?: string;
phone?: string;
mobilePhone?: string;
title?: string;
industry?: string;
rating?: string;
leadSource?: string;
street?: string;
city?: string;
state?: string;
postalCode?: string;
country?: string;
description?: string;
}) => {
const leadData: Partial<Lead> = {
LastName: args.lastName,
FirstName: args.firstName,
Company: args.company,
Status: args.status,
Email: args.email,
Phone: args.phone,
MobilePhone: args.mobilePhone,
Title: args.title,
Industry: args.industry,
Rating: args.rating,
LeadSource: args.leadSource,
Street: args.street,
City: args.city,
State: args.state,
PostalCode: args.postalCode,
Country: args.country,
Description: args.description,
};
const result = await client.createRecord('Lead', leadData);
return result;
},
},
{
name: 'sf_update_lead',
description: 'Update an existing lead',
inputSchema: {
type: 'object',
properties: {
leadId: {
type: 'string',
description: 'The Salesforce ID of the lead to update',
},
lastName: { type: 'string' },
firstName: { type: 'string' },
company: { type: 'string' },
status: { type: 'string' },
email: { type: 'string' },
phone: { type: 'string' },
mobilePhone: { type: 'string' },
title: { type: 'string' },
industry: { type: 'string' },
rating: { type: 'string' },
leadSource: { type: 'string' },
street: { type: 'string' },
city: { type: 'string' },
state: { type: 'string' },
postalCode: { type: 'string' },
country: { type: 'string' },
description: { type: 'string' },
},
required: ['leadId'],
},
handler: async (args: {
leadId: string;
lastName?: string;
firstName?: string;
company?: string;
status?: string;
email?: string;
phone?: string;
mobilePhone?: string;
title?: string;
industry?: string;
rating?: string;
leadSource?: string;
street?: string;
city?: string;
state?: string;
postalCode?: string;
country?: string;
description?: string;
}) => {
const { leadId, ...updates } = args;
const leadData: Partial<Lead> = {
LastName: updates.lastName,
FirstName: updates.firstName,
Company: updates.company,
Status: updates.status,
Email: updates.email,
Phone: updates.phone,
MobilePhone: updates.mobilePhone,
Title: updates.title,
Industry: updates.industry,
Rating: updates.rating,
LeadSource: updates.leadSource,
Street: updates.street,
City: updates.city,
State: updates.state,
PostalCode: updates.postalCode,
Country: updates.country,
Description: updates.description,
};
// Remove undefined values
Object.keys(leadData).forEach((key) => {
if (leadData[key as keyof Lead] === undefined) {
delete leadData[key as keyof Lead];
}
});
await client.updateRecord('Lead', leadId, leadData);
return { success: true, id: leadId };
},
},
{
name: 'sf_delete_lead',
description: 'Delete a lead by ID',
inputSchema: {
type: 'object',
properties: {
leadId: {
type: 'string',
description: 'The Salesforce ID of the lead to delete',
},
},
required: ['leadId'],
},
handler: async (args: { leadId: string }) => {
await client.deleteRecord('Lead', args.leadId);
return { success: true, id: args.leadId };
},
},
{
name: 'sf_convert_lead',
description: 'Convert a lead to an Account, Contact, and optionally an Opportunity',
inputSchema: {
type: 'object',
properties: {
leadId: {
type: 'string',
description: 'The Salesforce ID of the lead to convert',
},
convertedStatus: {
type: 'string',
description: 'The converted status (must be a valid converted status from your org)',
},
accountId: {
type: 'string',
description: 'Existing account ID to attach the contact to (optional)',
},
createOpportunity: {
type: 'boolean',
description: 'Whether to create an opportunity (default: true)',
default: true,
},
opportunityName: {
type: 'string',
description: 'Name for the new opportunity (if creating)',
},
ownerId: {
type: 'string',
description: 'Owner ID for the new records (defaults to lead owner)',
},
},
required: ['leadId', 'convertedStatus'],
},
handler: async (args: {
leadId: string;
convertedStatus: string;
accountId?: string;
createOpportunity?: boolean;
opportunityName?: string;
ownerId?: string;
}) => {
// Lead conversion uses a special endpoint
const convertData = {
leadId: args.leadId,
convertedStatus: args.convertedStatus,
accountId: args.accountId,
doNotCreateOpportunity: !(args.createOpportunity ?? true),
opportunityName: args.opportunityName,
ownerId: args.ownerId,
};
// Note: The actual API call would be to /services/data/v59.0/sobjects/Lead/{id}/convert
// For now, we'll use a composite request
const result = await client.composite({
compositeRequest: [
{
method: 'POST',
url: `/services/data/v59.0/sobjects/Lead/${args.leadId}/convert`,
referenceId: 'convertLead',
body: convertData,
},
],
});
return result.compositeResponse[0].body;
},
},
{
name: 'sf_search_leads',
description: 'Search leads using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in FirstName, LastName, Company, or Email fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "Rating = \'Hot\' AND IsConverted = false")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(FirstName LIKE '%${args.searchText}%' OR LastName LIKE '%${args.searchText}%' OR Company LIKE '%${args.searchText}%' OR Email LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'FirstName', 'LastName', 'Company', 'Status', 'Email', 'Phone', 'Title', 'Rating', 'LeadSource', 'IsConverted'],
from: 'Lead',
where,
orderBy: 'CreatedDate DESC',
limit: args.limit || 100,
});
const result = await client.query<Lead>(soql);
return result.records;
},
},
];
}

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/**
* Opportunity management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Opportunity } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_opportunities',
description: 'List opportunities with optional filters. Returns up to 200 opportunities by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of opportunities to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "CloseDate ASC", "Amount DESC")',
default: 'CloseDate ASC',
},
stageName: {
type: 'string',
description: 'Filter by stage name (e.g., "Prospecting", "Closed Won")',
},
accountId: {
type: 'string',
description: 'Filter by account ID',
},
isClosed: {
type: 'boolean',
description: 'Filter by closed status',
},
isWon: {
type: 'boolean',
description: 'Filter by won status',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
stageName?: string;
accountId?: string;
isClosed?: boolean;
isWon?: boolean;
}) => {
const conditions: string[] = [];
if (args.stageName) conditions.push(`StageName = '${args.stageName}'`);
if (args.accountId) conditions.push(`AccountId = '${args.accountId}'`);
if (args.isClosed !== undefined) conditions.push(`IsClosed = ${args.isClosed}`);
if (args.isWon !== undefined) conditions.push(`IsWon = ${args.isWon}`);
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Account.Name', 'StageName', 'CloseDate', 'Amount', 'Probability', 'Type', 'LeadSource', 'IsClosed', 'IsWon', 'Owner.Name', 'CreatedDate'],
from: 'Opportunity',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'CloseDate ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Opportunity>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_opportunity',
description: 'Get detailed information about a specific opportunity by ID',
inputSchema: {
type: 'object',
properties: {
opportunityId: {
type: 'string',
description: 'The Salesforce ID of the opportunity (15 or 18 characters)',
},
},
required: ['opportunityId'],
},
handler: async (args: { opportunityId: string }) => {
const opportunity = await client.getRecord<Opportunity>('Opportunity', args.opportunityId);
return opportunity;
},
},
{
name: 'sf_create_opportunity',
description: 'Create a new opportunity',
inputSchema: {
type: 'object',
properties: {
name: {
type: 'string',
description: 'Opportunity name (required)',
},
stageName: {
type: 'string',
description: 'Stage name (required, e.g., "Prospecting", "Qualification")',
},
closeDate: {
type: 'string',
description: 'Close date in YYYY-MM-DD format (required)',
},
accountId: {
type: 'string',
description: 'Associated account ID',
},
amount: {
type: 'number',
description: 'Opportunity amount',
},
probability: {
type: 'number',
description: 'Probability percentage (0-100)',
},
type: {
type: 'string',
description: 'Opportunity type (e.g., "New Business", "Existing Business")',
},
leadSource: {
type: 'string',
description: 'Lead source',
},
description: {
type: 'string',
description: 'Opportunity description',
},
},
required: ['name', 'stageName', 'closeDate'],
},
handler: async (args: {
name: string;
stageName: string;
closeDate: string;
accountId?: string;
amount?: number;
probability?: number;
type?: string;
leadSource?: string;
description?: string;
}) => {
const opportunityData: Partial<Opportunity> = {
Name: args.name,
StageName: args.stageName,
CloseDate: args.closeDate,
AccountId: args.accountId as any,
Amount: args.amount,
Probability: args.probability,
Type: args.type,
LeadSource: args.leadSource,
Description: args.description,
};
const result = await client.createRecord('Opportunity', opportunityData);
return result;
},
},
{
name: 'sf_update_opportunity',
description: 'Update an existing opportunity',
inputSchema: {
type: 'object',
properties: {
opportunityId: {
type: 'string',
description: 'The Salesforce ID of the opportunity to update',
},
name: { type: 'string' },
stageName: { type: 'string' },
closeDate: { type: 'string', description: 'Close date in YYYY-MM-DD format' },
accountId: { type: 'string' },
amount: { type: 'number' },
probability: { type: 'number' },
type: { type: 'string' },
leadSource: { type: 'string' },
description: { type: 'string' },
},
required: ['opportunityId'],
},
handler: async (args: {
opportunityId: string;
name?: string;
stageName?: string;
closeDate?: string;
accountId?: string;
amount?: number;
probability?: number;
type?: string;
leadSource?: string;
description?: string;
}) => {
const { opportunityId, ...updates } = args;
const opportunityData: Partial<Opportunity> = {
Name: updates.name,
StageName: updates.stageName,
CloseDate: updates.closeDate,
AccountId: updates.accountId as any,
Amount: updates.amount,
Probability: updates.probability,
Type: updates.type,
LeadSource: updates.leadSource,
Description: updates.description,
};
// Remove undefined values
Object.keys(opportunityData).forEach((key) => {
if (opportunityData[key as keyof Opportunity] === undefined) {
delete opportunityData[key as keyof Opportunity];
}
});
await client.updateRecord('Opportunity', opportunityId, opportunityData);
return { success: true, id: opportunityId };
},
},
{
name: 'sf_delete_opportunity',
description: 'Delete an opportunity by ID',
inputSchema: {
type: 'object',
properties: {
opportunityId: {
type: 'string',
description: 'The Salesforce ID of the opportunity to delete',
},
},
required: ['opportunityId'],
},
handler: async (args: { opportunityId: string }) => {
await client.deleteRecord('Opportunity', args.opportunityId);
return { success: true, id: args.opportunityId };
},
},
{
name: 'sf_search_opportunities',
description: 'Search opportunities using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Name field',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "Amount > 100000")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `Name LIKE '%${args.searchText}%'`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Account.Name', 'StageName', 'CloseDate', 'Amount', 'Probability', 'IsClosed', 'IsWon'],
from: 'Opportunity',
where,
orderBy: 'CloseDate ASC',
limit: args.limit || 100,
});
const result = await client.query<Opportunity>(soql);
return result.records;
},
},
{
name: 'sf_find_opportunities_by_stage',
description: 'Find opportunities by stage name',
inputSchema: {
type: 'object',
properties: {
stageName: {
type: 'string',
description: 'Stage name to filter by',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
required: ['stageName'],
},
handler: async (args: { stageName: string; limit?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Account.Name', 'StageName', 'CloseDate', 'Amount', 'Probability', 'Owner.Name'],
from: 'Opportunity',
where: `StageName = '${args.stageName}'`,
orderBy: 'CloseDate ASC',
limit: args.limit || 100,
});
const result = await client.query<Opportunity>(soql);
return result.records;
},
},
{
name: 'sf_find_opportunities_by_amount',
description: 'Find opportunities by amount range',
inputSchema: {
type: 'object',
properties: {
minAmount: {
type: 'number',
description: 'Minimum opportunity amount',
},
maxAmount: {
type: 'number',
description: 'Maximum opportunity amount',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { minAmount?: number; maxAmount?: number; limit?: number }) => {
const conditions: string[] = [];
if (args.minAmount !== undefined) conditions.push(`Amount >= ${args.minAmount}`);
if (args.maxAmount !== undefined) conditions.push(`Amount <= ${args.maxAmount}`);
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Account.Name', 'StageName', 'CloseDate', 'Amount', 'Probability', 'Owner.Name'],
from: 'Opportunity',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: 'Amount DESC',
limit: args.limit || 100,
});
const result = await client.query<Opportunity>(soql);
return result.records;
},
},
];
}

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/**
* Report management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Report, ReportMetadata } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_reports',
description: 'List available reports. Returns up to 200 reports by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of reports to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
},
},
handler: async (args: { limit?: number; offset?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Name', 'DeveloperName', 'FolderName', 'Description', 'Format', 'LastRunDate', 'Owner.Name', 'CreatedDate'],
from: 'Report',
orderBy: 'Name ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Report>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_report',
description: 'Get detailed information about a specific report by ID',
inputSchema: {
type: 'object',
properties: {
reportId: {
type: 'string',
description: 'The Salesforce ID of the report (15 or 18 characters)',
},
},
required: ['reportId'],
},
handler: async (args: { reportId: string }) => {
const report = await client.getRecord<Report>('Report', args.reportId);
return report;
},
},
{
name: 'sf_run_report',
description: 'Run a report and get its results',
inputSchema: {
type: 'object',
properties: {
reportId: {
type: 'string',
description: 'The Salesforce ID of the report to run',
},
includeDetails: {
type: 'boolean',
description: 'Include detailed row data (default: true)',
default: true,
},
},
required: ['reportId'],
},
handler: async (args: { reportId: string; includeDetails?: boolean }) => {
// Use the Analytics API to run the report
const response = await client['client'].post(
`/analytics/reports/${args.reportId}`,
{
reportMetadata: {
reportFormat: 'TABULAR',
detailColumns: args.includeDetails !== false,
},
}
);
return response.data;
},
},
{
name: 'sf_describe_report',
description: 'Get metadata about a report including available fields and filters',
inputSchema: {
type: 'object',
properties: {
reportId: {
type: 'string',
description: 'The Salesforce ID of the report',
},
},
required: ['reportId'],
},
handler: async (args: { reportId: string }) => {
// Use the Analytics API to describe the report
const response = await client['client'].get(`/analytics/reports/${args.reportId}/describe`);
return response.data;
},
},
{
name: 'sf_search_reports',
description: 'Search for reports by name or developer name',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in report name or developer name',
},
folderName: {
type: 'string',
description: 'Filter by folder name',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 50,
},
},
},
handler: async (args: { searchText?: string; folderName?: string; limit?: number }) => {
const conditions: string[] = [];
if (args.searchText) {
conditions.push(`(Name LIKE '%${args.searchText}%' OR DeveloperName LIKE '%${args.searchText}%')`);
}
if (args.folderName) {
conditions.push(`FolderName = '${args.folderName}'`);
}
const soql = client.buildSOQL({
select: ['Id', 'Name', 'DeveloperName', 'FolderName', 'Description', 'Format', 'LastRunDate'],
from: 'Report',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: 'Name ASC',
limit: args.limit || 50,
});
const result = await client.query<Report>(soql);
return result.records;
},
},
];
}

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/**
* SOQL and SOSL query tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { SObject } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_run_soql_query',
description: 'Execute a raw SOQL query. Returns up to 2000 records (use pagination for more).',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'The SOQL query to execute (e.g., "SELECT Id, Name FROM Account WHERE Industry = \'Technology\'")',
},
},
required: ['query'],
},
handler: async (args: { query: string }) => {
const result = await client.query<SObject>(args.query);
return {
totalSize: result.totalSize,
done: result.done,
records: result.records,
nextRecordsUrl: result.nextRecordsUrl,
};
},
},
{
name: 'sf_run_soql_query_all',
description: 'Execute a SOQL query and retrieve ALL records (handles pagination automatically). Warning: Can return large result sets.',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'The SOQL query to execute',
},
},
required: ['query'],
},
handler: async (args: { query: string }) => {
const allRecords = await client.queryAll<SObject>(args.query);
return {
totalSize: allRecords.length,
records: allRecords,
};
},
},
{
name: 'sf_run_sosl_search',
description: 'Execute a SOSL (Salesforce Object Search Language) search across multiple objects',
inputSchema: {
type: 'object',
properties: {
searchQuery: {
type: 'string',
description: 'The SOSL search query (e.g., "FIND {John} IN NAME FIELDS RETURNING Account(Name), Contact(FirstName, LastName)")',
},
},
required: ['searchQuery'],
},
handler: async (args: { searchQuery: string }) => {
const results = await client.search<SObject>(args.searchQuery);
return {
totalSize: results.length,
records: results,
};
},
},
{
name: 'sf_build_soql_query',
description: 'Build a SOQL query using a structured format (helper tool)',
inputSchema: {
type: 'object',
properties: {
select: {
type: 'array',
description: 'Fields to select (e.g., ["Id", "Name", "Email"])',
items: { type: 'string' },
},
from: {
type: 'string',
description: 'Object to query (e.g., "Account", "Contact")',
},
where: {
type: 'string',
description: 'WHERE clause (e.g., "Industry = \'Technology\' AND AnnualRevenue > 1000000")',
},
orderBy: {
type: 'string',
description: 'ORDER BY clause (e.g., "Name ASC", "CreatedDate DESC")',
},
limit: {
type: 'number',
description: 'LIMIT clause (maximum number of records)',
},
offset: {
type: 'number',
description: 'OFFSET clause (number of records to skip)',
},
},
required: ['select', 'from'],
},
handler: async (args: {
select: string[];
from: string;
where?: string;
orderBy?: string;
limit?: number;
offset?: number;
}) => {
const soql = client.buildSOQL(args);
return {
query: soql,
hint: 'Use sf_run_soql_query to execute this query',
};
},
},
{
name: 'sf_explain_soql_query',
description: 'Get the query plan for a SOQL query (analyze performance)',
inputSchema: {
type: 'object',
properties: {
query: {
type: 'string',
description: 'The SOQL query to explain',
},
},
required: ['query'],
},
handler: async (args: { query: string }) => {
// Use the Query Plan endpoint
const response = await client['client'].get('/query', {
params: {
q: args.query,
explain: true,
},
});
return response.data;
},
},
{
name: 'sf_count_records',
description: 'Count records matching a condition using COUNT() aggregate',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Object to count (e.g., "Account", "Contact")',
},
whereClause: {
type: 'string',
description: 'Optional WHERE clause for filtering',
},
},
required: ['objectName'],
},
handler: async (args: { objectName: string; whereClause?: string }) => {
const soql = `SELECT COUNT() FROM ${args.objectName}${args.whereClause ? ` WHERE ${args.whereClause}` : ''}`;
const result = await client.query(soql);
return {
count: result.totalSize,
object: args.objectName,
};
},
},
{
name: 'sf_aggregate_query',
description: 'Run aggregate functions (COUNT, SUM, AVG, MAX, MIN) on fields',
inputSchema: {
type: 'object',
properties: {
objectName: {
type: 'string',
description: 'Object to query (e.g., "Opportunity")',
},
aggregates: {
type: 'array',
description: 'Aggregate functions (e.g., ["COUNT(Id)", "SUM(Amount)", "AVG(Amount)"])',
items: { type: 'string' },
},
groupBy: {
type: 'array',
description: 'Fields to group by (e.g., ["StageName"])',
items: { type: 'string' },
},
whereClause: {
type: 'string',
description: 'Optional WHERE clause for filtering',
},
orderBy: {
type: 'string',
description: 'ORDER BY clause (e.g., "SUM(Amount) DESC")',
},
limit: {
type: 'number',
description: 'LIMIT clause',
},
},
required: ['objectName', 'aggregates'],
},
handler: async (args: {
objectName: string;
aggregates: string[];
groupBy?: string[];
whereClause?: string;
orderBy?: string;
limit?: number;
}) => {
let soql = `SELECT ${args.aggregates.join(', ')}`;
if (args.groupBy && args.groupBy.length > 0) {
soql += `, ${args.groupBy.join(', ')}`;
}
soql += ` FROM ${args.objectName}`;
if (args.whereClause) {
soql += ` WHERE ${args.whereClause}`;
}
if (args.groupBy && args.groupBy.length > 0) {
soql += ` GROUP BY ${args.groupBy.join(', ')}`;
}
if (args.orderBy) {
soql += ` ORDER BY ${args.orderBy}`;
}
if (args.limit) {
soql += ` LIMIT ${args.limit}`;
}
const result = await client.query(soql);
return {
query: soql,
records: result.records,
};
},
},
];
}

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/**
* Task management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { Task } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_tasks',
description: 'List tasks with optional filters. Returns up to 200 tasks by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of tasks to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
orderBy: {
type: 'string',
description: 'Field to sort by (e.g., "ActivityDate ASC", "CreatedDate DESC")',
default: 'ActivityDate ASC',
},
status: {
type: 'string',
description: 'Filter by status (e.g., "Not Started", "In Progress", "Completed")',
},
priority: {
type: 'string',
description: 'Filter by priority (e.g., "High", "Normal", "Low")',
},
isClosed: {
type: 'boolean',
description: 'Filter by closed status',
},
},
},
handler: async (args: {
limit?: number;
offset?: number;
orderBy?: string;
status?: string;
priority?: string;
isClosed?: boolean;
}) => {
const conditions: string[] = [];
if (args.status) conditions.push(`Status = '${args.status}'`);
if (args.priority) conditions.push(`Priority = '${args.priority}'`);
if (args.isClosed !== undefined) conditions.push(`IsClosed = ${args.isClosed}`);
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'Status', 'Priority', 'ActivityDate', 'Description', 'IsClosed', 'IsHighPriority', 'Who.Name', 'What.Name', 'Owner.Name', 'CreatedDate'],
from: 'Task',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: args.orderBy || 'ActivityDate ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<Task>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_task',
description: 'Get detailed information about a specific task by ID',
inputSchema: {
type: 'object',
properties: {
taskId: {
type: 'string',
description: 'The Salesforce ID of the task (15 or 18 characters)',
},
},
required: ['taskId'],
},
handler: async (args: { taskId: string }) => {
const task = await client.getRecord<Task>('Task', args.taskId);
return task;
},
},
{
name: 'sf_create_task',
description: 'Create a new task',
inputSchema: {
type: 'object',
properties: {
subject: {
type: 'string',
description: 'Task subject/title (required)',
},
status: {
type: 'string',
description: 'Task status (required, e.g., "Not Started", "In Progress")',
},
priority: {
type: 'string',
description: 'Priority (e.g., "High", "Normal", "Low")',
},
activityDate: {
type: 'string',
description: 'Due date in YYYY-MM-DD format',
},
description: {
type: 'string',
description: 'Task description',
},
whoId: {
type: 'string',
description: 'Related Lead or Contact ID',
},
whatId: {
type: 'string',
description: 'Related Account, Opportunity, or other object ID',
},
},
required: ['subject', 'status'],
},
handler: async (args: {
subject: string;
status: string;
priority?: string;
activityDate?: string;
description?: string;
whoId?: string;
whatId?: string;
}) => {
const taskData: Partial<Task> = {
Subject: args.subject,
Status: args.status,
Priority: args.priority,
ActivityDate: args.activityDate,
Description: args.description,
WhoId: args.whoId as any,
WhatId: args.whatId as any,
};
const result = await client.createRecord('Task', taskData);
return result;
},
},
{
name: 'sf_update_task',
description: 'Update an existing task',
inputSchema: {
type: 'object',
properties: {
taskId: {
type: 'string',
description: 'The Salesforce ID of the task to update',
},
subject: { type: 'string' },
status: { type: 'string' },
priority: { type: 'string' },
activityDate: { type: 'string', description: 'Due date in YYYY-MM-DD format' },
description: { type: 'string' },
whoId: { type: 'string' },
whatId: { type: 'string' },
},
required: ['taskId'],
},
handler: async (args: {
taskId: string;
subject?: string;
status?: string;
priority?: string;
activityDate?: string;
description?: string;
whoId?: string;
whatId?: string;
}) => {
const { taskId, ...updates } = args;
const taskData: Partial<Task> = {
Subject: updates.subject,
Status: updates.status,
Priority: updates.priority,
ActivityDate: updates.activityDate,
Description: updates.description,
WhoId: updates.whoId as any,
WhatId: updates.whatId as any,
};
// Remove undefined values
Object.keys(taskData).forEach((key) => {
if (taskData[key as keyof Task] === undefined) {
delete taskData[key as keyof Task];
}
});
await client.updateRecord('Task', taskId, taskData);
return { success: true, id: taskId };
},
},
{
name: 'sf_delete_task',
description: 'Delete a task by ID',
inputSchema: {
type: 'object',
properties: {
taskId: {
type: 'string',
description: 'The Salesforce ID of the task to delete',
},
},
required: ['taskId'],
},
handler: async (args: { taskId: string }) => {
await client.deleteRecord('Task', args.taskId);
return { success: true, id: args.taskId };
},
},
{
name: 'sf_search_tasks',
description: 'Search tasks using SOQL with flexible criteria',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Subject and Description fields',
},
whereClause: {
type: 'string',
description: 'Custom WHERE clause (e.g., "Priority = \'High\' AND IsClosed = false")',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; whereClause?: string; limit?: number }) => {
let where = args.whereClause;
if (args.searchText) {
const searchCondition = `(Subject LIKE '%${args.searchText}%' OR Description LIKE '%${args.searchText}%')`;
where = where ? `${searchCondition} AND (${where})` : searchCondition;
}
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'Status', 'Priority', 'ActivityDate', 'IsClosed', 'IsHighPriority', 'Who.Name', 'What.Name', 'Owner.Name'],
from: 'Task',
where,
orderBy: 'ActivityDate ASC',
limit: args.limit || 100,
});
const result = await client.query<Task>(soql);
return result.records;
},
},
{
name: 'sf_get_overdue_tasks',
description: 'Get all overdue tasks (tasks with ActivityDate in the past and not closed)',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { limit?: number }) => {
const today = new Date().toISOString().split('T')[0];
const soql = client.buildSOQL({
select: ['Id', 'Subject', 'Status', 'Priority', 'ActivityDate', 'Who.Name', 'What.Name', 'Owner.Name', 'CreatedDate'],
from: 'Task',
where: `ActivityDate < ${today} AND IsClosed = false`,
orderBy: 'ActivityDate ASC',
limit: args.limit || 100,
});
const result = await client.query<Task>(soql);
return result.records;
},
},
];
}

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/**
* User, Role, and Profile management tools
*/
import type { SalesforceClient } from '../clients/salesforce.js';
import type { User, UserRole, Profile } from '../types/index.js';
export function getTools(client: SalesforceClient) {
return [
{
name: 'sf_list_users',
description: 'List users with optional filters. Returns up to 200 users by default.',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of users to return (default: 200)',
default: 200,
},
offset: {
type: 'number',
description: 'Number of records to skip (for pagination)',
},
isActive: {
type: 'boolean',
description: 'Filter by active status',
},
},
},
handler: async (args: { limit?: number; offset?: number; isActive?: boolean }) => {
const conditions: string[] = [];
if (args.isActive !== undefined) conditions.push(`IsActive = ${args.isActive}`);
const soql = client.buildSOQL({
select: ['Id', 'Username', 'Email', 'FirstName', 'LastName', 'Name', 'IsActive', 'Title', 'Department', 'UserRole.Name', 'Profile.Name', 'CreatedDate'],
from: 'User',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: 'Name ASC',
limit: args.limit || 200,
offset: args.offset,
});
const result = await client.query<User>(soql);
return {
totalSize: result.totalSize,
records: result.records,
hasMore: !result.done,
};
},
},
{
name: 'sf_get_user',
description: 'Get detailed information about a specific user by ID',
inputSchema: {
type: 'object',
properties: {
userId: {
type: 'string',
description: 'The Salesforce ID of the user (15 or 18 characters)',
},
},
required: ['userId'],
},
handler: async (args: { userId: string }) => {
const user = await client.getRecord<User>('User', args.userId);
return user;
},
},
{
name: 'sf_search_users',
description: 'Search users by name, username, or email',
inputSchema: {
type: 'object',
properties: {
searchText: {
type: 'string',
description: 'Text to search in Name, Username, or Email fields',
},
isActive: {
type: 'boolean',
description: 'Filter by active status',
},
limit: {
type: 'number',
description: 'Maximum number of results',
default: 100,
},
},
},
handler: async (args: { searchText?: string; isActive?: boolean; limit?: number }) => {
const conditions: string[] = [];
if (args.searchText) {
conditions.push(`(Name LIKE '%${args.searchText}%' OR Username LIKE '%${args.searchText}%' OR Email LIKE '%${args.searchText}%')`);
}
if (args.isActive !== undefined) {
conditions.push(`IsActive = ${args.isActive}`);
}
const soql = client.buildSOQL({
select: ['Id', 'Username', 'Email', 'FirstName', 'LastName', 'Name', 'IsActive', 'Title', 'Department', 'UserRole.Name', 'Profile.Name'],
from: 'User',
where: conditions.length > 0 ? conditions.join(' AND ') : undefined,
orderBy: 'Name ASC',
limit: args.limit || 100,
});
const result = await client.query<User>(soql);
return result.records;
},
},
{
name: 'sf_list_roles',
description: 'List user roles in the organization',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of roles to return',
default: 200,
},
},
},
handler: async (args: { limit?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Name', 'DeveloperName', 'ParentRoleId'],
from: 'UserRole',
orderBy: 'Name ASC',
limit: args.limit || 200,
});
const result = await client.query<UserRole>(soql);
return result.records;
},
},
{
name: 'sf_get_role',
description: 'Get detailed information about a specific user role',
inputSchema: {
type: 'object',
properties: {
roleId: {
type: 'string',
description: 'The Salesforce ID of the user role',
},
},
required: ['roleId'],
},
handler: async (args: { roleId: string }) => {
const role = await client.getRecord<UserRole>('UserRole', args.roleId);
return role;
},
},
{
name: 'sf_list_profiles',
description: 'List user profiles in the organization',
inputSchema: {
type: 'object',
properties: {
limit: {
type: 'number',
description: 'Maximum number of profiles to return',
default: 200,
},
},
},
handler: async (args: { limit?: number }) => {
const soql = client.buildSOQL({
select: ['Id', 'Name', 'Description', 'UserType'],
from: 'Profile',
orderBy: 'Name ASC',
limit: args.limit || 200,
});
const result = await client.query<Profile>(soql);
return result.records;
},
},
{
name: 'sf_get_profile',
description: 'Get detailed information about a specific profile',
inputSchema: {
type: 'object',
properties: {
profileId: {
type: 'string',
description: 'The Salesforce ID of the profile',
},
},
required: ['profileId'],
},
handler: async (args: { profileId: string }) => {
const profile = await client.getRecord<Profile>('Profile', args.profileId);
return profile;
},
},
{
name: 'sf_get_user_permissions',
description: 'Get permission sets assigned to a user',
inputSchema: {
type: 'object',
properties: {
userId: {
type: 'string',
description: 'The Salesforce ID of the user',
},
},
required: ['userId'],
},
handler: async (args: { userId: string }) => {
// Query PermissionSetAssignment
const soql = client.buildSOQL({
select: ['Id', 'PermissionSetId', 'PermissionSet.Name', 'PermissionSet.Label', 'AssigneeId'],
from: 'PermissionSetAssignment',
where: `AssigneeId = '${args.userId}'`,
orderBy: 'PermissionSet.Name ASC',
});
const result = await client.query(soql);
return result.records;
},
},
];
}

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# Shopify MCP Server - Tools Summary
## Overview
Built **67 tools** across 13 categories for comprehensive Shopify API coverage.
## Tool Categories & Count
| Category | File | Tools | Description |
|----------|------|-------|-------------|
| Products | `src/tools/products.ts` | 6 | Product CRUD, variants, images, search |
| Orders | `src/tools/orders.ts` | 6 | Order management, cancellation, status updates |
| Customers | `src/tools/customers.ts` | 6 | Customer CRUD, addresses, search |
| Inventory | `src/tools/inventory.ts` | 6 | Inventory levels, locations, adjustments |
| Collections | `src/tools/collections.ts` | 6 | Custom collections, product associations |
| Discounts | `src/tools/discounts.ts` | 7 | Price rules, discount codes |
| Shipping | `src/tools/shipping.ts` | 6 | Shipping zones, carrier services |
| Fulfillments | `src/tools/fulfillments.ts` | 6 | Fulfillment CRUD, tracking updates |
| Themes | `src/tools/themes.ts` | 8 | Theme management, asset upload/download |
| Pages | `src/tools/pages.ts` | 5 | Static page CRUD, metafields |
| Blogs | `src/tools/blogs.ts` | 7 | Blog and article management |
| Analytics | `src/tools/analytics.ts` | 3 | Shop info, event logs |
| Webhooks | `src/tools/webhooks.ts` | 5 | Webhook subscription management |
**Total: 67 tools**
## Quality Standards Met
**TypeScript compilation:** Clean compile with `npx tsc --noEmit`
**Zod schemas:** Every input validated with descriptive field annotations
**Pagination:** All list operations support cursor-based pagination
**Filtering:** Date ranges, status, and resource-specific filters
**Consistent naming:** `shopify_verb_noun` pattern throughout
**Error handling:** Zod validation + client retry/rate limiting
**Type safety:** ShopifyClient interface usage, proper async/await
## Tool Examples
### Products
- `shopify_list_products` - Paginated listing with status/type/vendor/date filters
- `shopify_get_product` - Retrieve single product by ID
- `shopify_create_product` - Create with variants and images
- `shopify_update_product` - Partial updates
- `shopify_delete_product` - Delete by ID
- `shopify_search_products` - Full-text search
### Orders
- `shopify_list_orders` - Filter by status, financial status, fulfillment status, dates
- `shopify_get_order` - Retrieve order details
- `shopify_create_order` - Create manual orders
- `shopify_update_order` - Update notes, tags, email
- `shopify_cancel_order` - Cancel with optional refund/restock
- `shopify_close_order` - Mark as complete
### Discounts
- `shopify_list_price_rules` - List all discount rules
- `shopify_create_price_rule` - Create percentage/fixed discounts
- `shopify_list_discount_codes` - List codes for a rule
- `shopify_create_discount_code` - Generate new discount code
## Architecture
Each tool file exports a default array of tool definitions:
```typescript
export default [
{
name: 'shopify_tool_name',
description: 'Human-readable description',
inputSchema: { /* JSON Schema */ },
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ZodSchema.parse(input);
const result = await client.method('/endpoint.json', { params: validated });
return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
}
}
];
```
## Server Integration
The `ShopifyMCPServer` class in `src/server.ts` lazy-loads tool modules on demand:
- List tools → loads all modules, aggregates definitions
- Call tool → loads specific module, executes handler with client instance
## Next Steps
1. ✅ All tool files created
2. ✅ TypeScript compilation verified
3. ⏭️ Integration testing with MCP inspector
4. ⏭️ Documentation updates (README, examples)
5. ⏭️ Deployment to npm/GitHub
## File Structure
```
src/tools/
├── products.ts (6 tools)
├── orders.ts (6 tools)
├── customers.ts (6 tools)
├── inventory.ts (6 tools)
├── collections.ts (6 tools)
├── discounts.ts (7 tools)
├── shipping.ts (6 tools)
├── fulfillments.ts (6 tools)
├── themes.ts (8 tools)
├── pages.ts (5 tools)
├── blogs.ts (7 tools)
├── analytics.ts (3 tools)
└── webhooks.ts (5 tools)
```
Built by AI subagent · Date: 2025
Target: 50-70 tools ✅ Achieved: 67 tools

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const GetShopInput = z.object({
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const ListEventsInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
created_at_max: z.string().optional().describe('Filter by max creation date (ISO 8601)'),
verb: z.string().optional().describe('Filter by event verb (e.g., "create", "update", "delete")'),
filter: z.string().optional().describe('Filter events by resource (e.g., "Product", "Order")'),
});
const GetEventInput = z.object({
id: z.string().describe('Event ID'),
});
export default [
{
name: 'shopify_get_shop',
description: 'Get shop information (name, domain, currency, plan, etc.)',
inputSchema: {
type: 'object' as const,
properties: {
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetShopInput.parse(input);
const result = await client.get('/shop.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_list_events',
description: 'List events (audit log of changes to shop resources) with filtering by date, verb, and resource type',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
created_at_max: { type: 'string', description: 'Filter by max creation date (ISO 8601)' },
verb: { type: 'string', description: 'Filter by event verb (e.g., "create", "update", "delete")' },
filter: { type: 'string', description: 'Filter events by resource (e.g., "Product", "Order")' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListEventsInput.parse(input);
const results = await client.list('/events.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_event',
description: 'Get a specific event by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Event ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetEventInput.parse(input);
const result = await client.get(`/events/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListBlogsInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetBlogInput = z.object({
id: z.string().describe('Blog ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const ListArticlesInput = z.object({
blog_id: z.string().describe('Blog ID'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
created_at_max: z.string().optional().describe('Filter by max creation date (ISO 8601)'),
published_at_min: z.string().optional().describe('Filter by min published date (ISO 8601)'),
published_at_max: z.string().optional().describe('Filter by max published date (ISO 8601)'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetArticleInput = z.object({
blog_id: z.string().describe('Blog ID'),
article_id: z.string().describe('Article ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreateArticleInput = z.object({
blog_id: z.string().describe('Blog ID'),
title: z.string().describe('Article title'),
body_html: z.string().optional().describe('Article content HTML'),
author: z.string().optional().describe('Article author'),
tags: z.string().optional().describe('Comma-separated tags'),
published: z.boolean().optional().describe('Published status'),
published_at: z.string().optional().describe('Published date/time (ISO 8601)'),
image: z.object({
src: z.string().describe('Image URL'),
alt: z.string().optional().describe('Alt text'),
}).optional().describe('Article featured image'),
});
const UpdateArticleInput = z.object({
blog_id: z.string().describe('Blog ID'),
article_id: z.string().describe('Article ID'),
title: z.string().optional().describe('Article title'),
body_html: z.string().optional().describe('Article content HTML'),
author: z.string().optional().describe('Article author'),
tags: z.string().optional().describe('Comma-separated tags'),
published: z.boolean().optional().describe('Published status'),
});
const DeleteArticleInput = z.object({
blog_id: z.string().describe('Blog ID'),
article_id: z.string().describe('Article ID'),
});
export default [
{
name: 'shopify_list_blogs',
description: 'List all blogs',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListBlogsInput.parse(input);
const results = await client.list('/blogs.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_blog',
description: 'Get a specific blog by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Blog ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetBlogInput.parse(input);
const result = await client.get(`/blogs/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_list_articles',
description: 'List articles in a blog with date filtering and pagination',
inputSchema: {
type: 'object' as const,
properties: {
blog_id: { type: 'string', description: 'Blog ID' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
created_at_max: { type: 'string', description: 'Filter by max creation date (ISO 8601)' },
published_at_min: { type: 'string', description: 'Filter by min published date (ISO 8601)' },
published_at_max: { type: 'string', description: 'Filter by max published date (ISO 8601)' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['blog_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListArticlesInput.parse(input);
const { blog_id, ...params } = validated;
const results = await client.list(`/blogs/${blog_id}/articles.json`, { params });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_article',
description: 'Get a specific article by ID',
inputSchema: {
type: 'object' as const,
properties: {
blog_id: { type: 'string', description: 'Blog ID' },
article_id: { type: 'string', description: 'Article ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['blog_id', 'article_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetArticleInput.parse(input);
const result = await client.get(`/blogs/${validated.blog_id}/articles/${validated.article_id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_article',
description: 'Create a new article in a blog',
inputSchema: {
type: 'object' as const,
properties: {
blog_id: { type: 'string', description: 'Blog ID' },
title: { type: 'string', description: 'Article title' },
body_html: { type: 'string', description: 'Article content HTML' },
author: { type: 'string', description: 'Article author' },
tags: { type: 'string', description: 'Comma-separated tags' },
published: { type: 'boolean', description: 'Published status' },
published_at: { type: 'string', description: 'Published date/time (ISO 8601)' },
image: {
type: 'object',
description: 'Article featured image',
properties: {
src: { type: 'string', description: 'Image URL' },
alt: { type: 'string', description: 'Alt text' },
},
},
},
required: ['blog_id', 'title'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateArticleInput.parse(input);
const { blog_id, ...articleData } = validated;
const result = await client.create(`/blogs/${blog_id}/articles.json`, { article: articleData });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_article',
description: 'Update an existing article',
inputSchema: {
type: 'object' as const,
properties: {
blog_id: { type: 'string', description: 'Blog ID' },
article_id: { type: 'string', description: 'Article ID' },
title: { type: 'string', description: 'Article title' },
body_html: { type: 'string', description: 'Article content HTML' },
author: { type: 'string', description: 'Article author' },
tags: { type: 'string', description: 'Comma-separated tags' },
published: { type: 'boolean', description: 'Published status' },
},
required: ['blog_id', 'article_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateArticleInput.parse(input);
const { blog_id, article_id, ...updates } = validated;
const result = await client.update(`/blogs/${blog_id}/articles/${article_id}.json`, { article: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_article',
description: 'Delete an article by ID',
inputSchema: {
type: 'object' as const,
properties: {
blog_id: { type: 'string', description: 'Blog ID' },
article_id: { type: 'string', description: 'Article ID' },
},
required: ['blog_id', 'article_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteArticleInput.parse(input);
await client.delete(`/blogs/${validated.blog_id}/articles/${validated.article_id}.json`);
return {
content: [{ type: 'text' as const, text: `Article ${validated.article_id} deleted successfully` }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListCustomCollectionsInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
product_id: z.string().optional().describe('Filter by product ID'),
title: z.string().optional().describe('Filter by title'),
});
const GetCustomCollectionInput = z.object({
id: z.string().describe('Custom collection ID'),
});
const CreateCustomCollectionInput = z.object({
title: z.string().describe('Collection title'),
body_html: z.string().optional().describe('Collection description HTML'),
sort_order: z.enum(['alpha-asc', 'alpha-desc', 'best-selling', 'created', 'created-desc', 'manual', 'price-asc', 'price-desc']).optional().describe('Sort order'),
published: z.boolean().optional().describe('Published status'),
image: z.object({
src: z.string().describe('Image URL'),
alt: z.string().optional().describe('Alt text'),
}).optional().describe('Collection image'),
});
const UpdateCustomCollectionInput = z.object({
id: z.string().describe('Custom collection ID'),
title: z.string().optional().describe('Collection title'),
body_html: z.string().optional().describe('Collection description HTML'),
sort_order: z.enum(['alpha-asc', 'alpha-desc', 'best-selling', 'created', 'created-desc', 'manual', 'price-asc', 'price-desc']).optional().describe('Sort order'),
published: z.boolean().optional().describe('Published status'),
});
const DeleteCustomCollectionInput = z.object({
id: z.string().describe('Custom collection ID'),
});
const AddProductToCollectionInput = z.object({
collection_id: z.string().describe('Collection ID'),
product_id: z.string().describe('Product ID'),
});
export default [
{
name: 'shopify_list_custom_collections',
description: 'List custom collections with pagination and filtering',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
product_id: { type: 'string', description: 'Filter by product ID' },
title: { type: 'string', description: 'Filter by title' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListCustomCollectionsInput.parse(input);
const results = await client.list('/custom_collections.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_custom_collection',
description: 'Get a specific custom collection by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Custom collection ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetCustomCollectionInput.parse(input);
const result = await client.get(`/custom_collections/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_custom_collection',
description: 'Create a new custom collection',
inputSchema: {
type: 'object' as const,
properties: {
title: { type: 'string', description: 'Collection title' },
body_html: { type: 'string', description: 'Collection description HTML' },
sort_order: { type: 'string', enum: ['alpha-asc', 'alpha-desc', 'best-selling', 'created', 'created-desc', 'manual', 'price-asc', 'price-desc'], description: 'Sort order' },
published: { type: 'boolean', description: 'Published status' },
image: {
type: 'object',
description: 'Collection image',
properties: {
src: { type: 'string', description: 'Image URL' },
alt: { type: 'string', description: 'Alt text' },
},
},
},
required: ['title'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateCustomCollectionInput.parse(input);
const result = await client.create('/custom_collections.json', { custom_collection: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_custom_collection',
description: 'Update an existing custom collection',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Custom collection ID' },
title: { type: 'string', description: 'Collection title' },
body_html: { type: 'string', description: 'Collection description HTML' },
sort_order: { type: 'string', enum: ['alpha-asc', 'alpha-desc', 'best-selling', 'created', 'created-desc', 'manual', 'price-asc', 'price-desc'], description: 'Sort order' },
published: { type: 'boolean', description: 'Published status' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateCustomCollectionInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/custom_collections/${id}.json`, { custom_collection: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_custom_collection',
description: 'Delete a custom collection by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Custom collection ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteCustomCollectionInput.parse(input);
await client.delete(`/custom_collections/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Custom collection ${validated.id} deleted successfully` }],
};
},
},
{
name: 'shopify_add_product_to_collection',
description: 'Add a product to a collection (creates a collect)',
inputSchema: {
type: 'object' as const,
properties: {
collection_id: { type: 'string', description: 'Collection ID' },
product_id: { type: 'string', description: 'Product ID' },
},
required: ['collection_id', 'product_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = AddProductToCollectionInput.parse(input);
const result = await client.create('/collects.json', {
collect: {
collection_id: validated.collection_id,
product_id: validated.product_id,
},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListCustomersInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
created_at_max: z.string().optional().describe('Filter by max creation date (ISO 8601)'),
updated_at_min: z.string().optional().describe('Filter by min update date (ISO 8601)'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetCustomerInput = z.object({
id: z.string().describe('Customer ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreateCustomerInput = z.object({
email: z.string().optional().describe('Customer email'),
first_name: z.string().optional().describe('First name'),
last_name: z.string().optional().describe('Last name'),
phone: z.string().optional().describe('Phone number'),
tags: z.string().optional().describe('Comma-separated tags'),
note: z.string().optional().describe('Customer note'),
verified_email: z.boolean().optional().describe('Email is verified'),
send_email_welcome: z.boolean().optional().describe('Send welcome email'),
addresses: z.array(z.object({
address1: z.string().optional().describe('Address line 1'),
address2: z.string().optional().describe('Address line 2'),
city: z.string().optional().describe('City'),
province: z.string().optional().describe('State/Province'),
country: z.string().optional().describe('Country'),
zip: z.string().optional().describe('Postal code'),
phone: z.string().optional().describe('Phone number'),
first_name: z.string().optional().describe('First name'),
last_name: z.string().optional().describe('Last name'),
})).optional().describe('Customer addresses'),
});
const UpdateCustomerInput = z.object({
id: z.string().describe('Customer ID'),
email: z.string().optional().describe('Customer email'),
first_name: z.string().optional().describe('First name'),
last_name: z.string().optional().describe('Last name'),
phone: z.string().optional().describe('Phone number'),
tags: z.string().optional().describe('Comma-separated tags'),
note: z.string().optional().describe('Customer note'),
verified_email: z.boolean().optional().describe('Email is verified'),
});
const DeleteCustomerInput = z.object({
id: z.string().describe('Customer ID'),
});
const SearchCustomersInput = z.object({
query: z.string().describe('Search query (email, name, phone, etc.)'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
export default [
{
name: 'shopify_list_customers',
description: 'List customers with pagination and date filtering',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
created_at_max: { type: 'string', description: 'Filter by max creation date (ISO 8601)' },
updated_at_min: { type: 'string', description: 'Filter by min update date (ISO 8601)' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListCustomersInput.parse(input);
const results = await client.list('/customers.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_customer',
description: 'Get a specific customer by ID with optional field filtering',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Customer ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetCustomerInput.parse(input);
const result = await client.get(`/customers/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_customer',
description: 'Create a new customer with optional addresses',
inputSchema: {
type: 'object' as const,
properties: {
email: { type: 'string', description: 'Customer email' },
first_name: { type: 'string', description: 'First name' },
last_name: { type: 'string', description: 'Last name' },
phone: { type: 'string', description: 'Phone number' },
tags: { type: 'string', description: 'Comma-separated tags' },
note: { type: 'string', description: 'Customer note' },
verified_email: { type: 'boolean', description: 'Email is verified' },
send_email_welcome: { type: 'boolean', description: 'Send welcome email' },
addresses: {
type: 'array',
description: 'Customer addresses',
items: {
type: 'object',
properties: {
address1: { type: 'string', description: 'Address line 1' },
address2: { type: 'string', description: 'Address line 2' },
city: { type: 'string', description: 'City' },
province: { type: 'string', description: 'State/Province' },
country: { type: 'string', description: 'Country' },
zip: { type: 'string', description: 'Postal code' },
phone: { type: 'string', description: 'Phone number' },
first_name: { type: 'string', description: 'First name' },
last_name: { type: 'string', description: 'Last name' },
},
},
},
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateCustomerInput.parse(input);
const result = await client.create('/customers.json', { customer: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_customer',
description: 'Update an existing customer',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Customer ID' },
email: { type: 'string', description: 'Customer email' },
first_name: { type: 'string', description: 'First name' },
last_name: { type: 'string', description: 'Last name' },
phone: { type: 'string', description: 'Phone number' },
tags: { type: 'string', description: 'Comma-separated tags' },
note: { type: 'string', description: 'Customer note' },
verified_email: { type: 'boolean', description: 'Email is verified' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateCustomerInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/customers/${id}.json`, { customer: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_customer',
description: 'Delete a customer by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Customer ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteCustomerInput.parse(input);
await client.delete(`/customers/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Customer ${validated.id} deleted successfully` }],
};
},
},
{
name: 'shopify_search_customers',
description: 'Search customers by query (email, name, phone, address, etc.)',
inputSchema: {
type: 'object' as const,
properties: {
query: { type: 'string', description: 'Search query (email, name, phone, etc.)' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['query'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = SearchCustomersInput.parse(input);
const results = await client.list('/customers/search.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListPriceRulesInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
const GetPriceRuleInput = z.object({
id: z.string().describe('Price rule ID'),
});
const CreatePriceRuleInput = z.object({
title: z.string().describe('Price rule title'),
target_type: z.enum(['line_item', 'shipping_line']).describe('What the price rule applies to'),
target_selection: z.enum(['all', 'entitled']).describe('Which items the rule applies to'),
allocation_method: z.enum(['across', 'each']).describe('How the discount is distributed'),
value_type: z.enum(['fixed_amount', 'percentage']).describe('Type of discount value'),
value: z.string().describe('Discount value (e.g., "-10.0" for $10 off or "-15.0" for 15% off)'),
customer_selection: z.enum(['all', 'prerequisite']).describe('Which customers the rule applies to'),
starts_at: z.string().describe('Start date/time (ISO 8601)'),
ends_at: z.string().optional().describe('End date/time (ISO 8601)'),
usage_limit: z.number().optional().describe('Maximum number of times this discount can be used'),
once_per_customer: z.boolean().optional().describe('Limit to one use per customer'),
});
const UpdatePriceRuleInput = z.object({
id: z.string().describe('Price rule ID'),
title: z.string().optional().describe('Price rule title'),
value: z.string().optional().describe('Discount value'),
starts_at: z.string().optional().describe('Start date/time (ISO 8601)'),
ends_at: z.string().optional().describe('End date/time (ISO 8601)'),
usage_limit: z.number().optional().describe('Maximum number of times this discount can be used'),
});
const DeletePriceRuleInput = z.object({
id: z.string().describe('Price rule ID'),
});
const ListDiscountCodesInput = z.object({
price_rule_id: z.string().describe('Price rule ID'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
const CreateDiscountCodeInput = z.object({
price_rule_id: z.string().describe('Price rule ID'),
code: z.string().describe('Discount code'),
usage_count: z.number().optional().describe('Number of times this code has been used'),
});
export default [
{
name: 'shopify_list_price_rules',
description: 'List all price rules (discount rules)',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListPriceRulesInput.parse(input);
const results = await client.list('/price_rules.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_price_rule',
description: 'Get a specific price rule by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Price rule ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetPriceRuleInput.parse(input);
const result = await client.get(`/price_rules/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_price_rule',
description: 'Create a new price rule (discount rule)',
inputSchema: {
type: 'object' as const,
properties: {
title: { type: 'string', description: 'Price rule title' },
target_type: { type: 'string', enum: ['line_item', 'shipping_line'], description: 'What the price rule applies to' },
target_selection: { type: 'string', enum: ['all', 'entitled'], description: 'Which items the rule applies to' },
allocation_method: { type: 'string', enum: ['across', 'each'], description: 'How the discount is distributed' },
value_type: { type: 'string', enum: ['fixed_amount', 'percentage'], description: 'Type of discount value' },
value: { type: 'string', description: 'Discount value (e.g., "-10.0" for $10 off or "-15.0" for 15% off)' },
customer_selection: { type: 'string', enum: ['all', 'prerequisite'], description: 'Which customers the rule applies to' },
starts_at: { type: 'string', description: 'Start date/time (ISO 8601)' },
ends_at: { type: 'string', description: 'End date/time (ISO 8601)' },
usage_limit: { type: 'number', description: 'Maximum number of times this discount can be used' },
once_per_customer: { type: 'boolean', description: 'Limit to one use per customer' },
},
required: ['title', 'target_type', 'target_selection', 'allocation_method', 'value_type', 'value', 'customer_selection', 'starts_at'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreatePriceRuleInput.parse(input);
const result = await client.create('/price_rules.json', { price_rule: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_price_rule',
description: 'Update an existing price rule',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Price rule ID' },
title: { type: 'string', description: 'Price rule title' },
value: { type: 'string', description: 'Discount value' },
starts_at: { type: 'string', description: 'Start date/time (ISO 8601)' },
ends_at: { type: 'string', description: 'End date/time (ISO 8601)' },
usage_limit: { type: 'number', description: 'Maximum number of times this discount can be used' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdatePriceRuleInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/price_rules/${id}.json`, { price_rule: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_price_rule',
description: 'Delete a price rule by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Price rule ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeletePriceRuleInput.parse(input);
await client.delete(`/price_rules/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Price rule ${validated.id} deleted successfully` }],
};
},
},
{
name: 'shopify_list_discount_codes',
description: 'List discount codes for a specific price rule',
inputSchema: {
type: 'object' as const,
properties: {
price_rule_id: { type: 'string', description: 'Price rule ID' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
required: ['price_rule_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListDiscountCodesInput.parse(input);
const { price_rule_id, ...params } = validated;
const results = await client.list(`/price_rules/${price_rule_id}/discount_codes.json`, { params });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_create_discount_code',
description: 'Create a discount code for a price rule',
inputSchema: {
type: 'object' as const,
properties: {
price_rule_id: { type: 'string', description: 'Price rule ID' },
code: { type: 'string', description: 'Discount code' },
usage_count: { type: 'number', description: 'Number of times this code has been used' },
},
required: ['price_rule_id', 'code'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateDiscountCodeInput.parse(input);
const { price_rule_id, ...codeData } = validated;
const result = await client.create(`/price_rules/${price_rule_id}/discount_codes.json`, { discount_code: codeData });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListFulfillmentsInput = z.object({
order_id: z.string().describe('Order ID'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
const GetFulfillmentInput = z.object({
order_id: z.string().describe('Order ID'),
fulfillment_id: z.string().describe('Fulfillment ID'),
});
const CreateFulfillmentInput = z.object({
order_id: z.string().describe('Order ID'),
location_id: z.string().optional().describe('Location ID for fulfillment'),
tracking_number: z.string().optional().describe('Tracking number'),
tracking_company: z.string().optional().describe('Tracking company/carrier'),
tracking_url: z.string().optional().describe('Tracking URL'),
notify_customer: z.boolean().optional().describe('Send fulfillment notification to customer'),
line_items: z.array(z.object({
id: z.string().describe('Line item ID'),
quantity: z.number().optional().describe('Quantity to fulfill'),
})).optional().describe('Line items to fulfill'),
});
const UpdateFulfillmentInput = z.object({
order_id: z.string().describe('Order ID'),
fulfillment_id: z.string().describe('Fulfillment ID'),
tracking_number: z.string().optional().describe('Tracking number'),
tracking_company: z.string().optional().describe('Tracking company/carrier'),
tracking_url: z.string().optional().describe('Tracking URL'),
notify_customer: z.boolean().optional().describe('Send notification to customer'),
});
const CancelFulfillmentInput = z.object({
order_id: z.string().describe('Order ID'),
fulfillment_id: z.string().describe('Fulfillment ID'),
});
const ListFulfillmentOrdersInput = z.object({
order_id: z.string().describe('Order ID'),
});
export default [
{
name: 'shopify_list_fulfillments',
description: 'List fulfillments for a specific order',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
required: ['order_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListFulfillmentsInput.parse(input);
const { order_id, ...params } = validated;
const results = await client.list(`/orders/${order_id}/fulfillments.json`, { params });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_fulfillment',
description: 'Get a specific fulfillment by ID',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
fulfillment_id: { type: 'string', description: 'Fulfillment ID' },
},
required: ['order_id', 'fulfillment_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetFulfillmentInput.parse(input);
const result = await client.get(`/orders/${validated.order_id}/fulfillments/${validated.fulfillment_id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_fulfillment',
description: 'Create a new fulfillment for an order with tracking information',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
location_id: { type: 'string', description: 'Location ID for fulfillment' },
tracking_number: { type: 'string', description: 'Tracking number' },
tracking_company: { type: 'string', description: 'Tracking company/carrier' },
tracking_url: { type: 'string', description: 'Tracking URL' },
notify_customer: { type: 'boolean', description: 'Send fulfillment notification to customer' },
line_items: {
type: 'array',
description: 'Line items to fulfill',
items: {
type: 'object',
properties: {
id: { type: 'string', description: 'Line item ID' },
quantity: { type: 'number', description: 'Quantity to fulfill' },
},
},
},
},
required: ['order_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateFulfillmentInput.parse(input);
const { order_id, ...fulfillmentData } = validated;
const result = await client.create(`/orders/${order_id}/fulfillments.json`, { fulfillment: fulfillmentData });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_fulfillment',
description: 'Update a fulfillment (e.g., update tracking information)',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
fulfillment_id: { type: 'string', description: 'Fulfillment ID' },
tracking_number: { type: 'string', description: 'Tracking number' },
tracking_company: { type: 'string', description: 'Tracking company/carrier' },
tracking_url: { type: 'string', description: 'Tracking URL' },
notify_customer: { type: 'boolean', description: 'Send notification to customer' },
},
required: ['order_id', 'fulfillment_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateFulfillmentInput.parse(input);
const { order_id, fulfillment_id, ...updates } = validated;
const result = await client.update(`/orders/${order_id}/fulfillments/${fulfillment_id}.json`, { fulfillment: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_cancel_fulfillment',
description: 'Cancel a fulfillment',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
fulfillment_id: { type: 'string', description: 'Fulfillment ID' },
},
required: ['order_id', 'fulfillment_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CancelFulfillmentInput.parse(input);
const result = await client.create(`/orders/${validated.order_id}/fulfillments/${validated.fulfillment_id}/cancel.json`, {});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_list_fulfillment_orders',
description: 'List fulfillment orders for a specific order',
inputSchema: {
type: 'object' as const,
properties: {
order_id: { type: 'string', description: 'Order ID' },
},
required: ['order_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListFulfillmentOrdersInput.parse(input);
const results = await client.list(`/orders/${validated.order_id}/fulfillment_orders.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListInventoryItemsInput = z.object({
ids: z.string().describe('Comma-separated list of inventory item IDs'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
const GetInventoryItemInput = z.object({
id: z.string().describe('Inventory item ID'),
});
const ListInventoryLevelsInput = z.object({
inventory_item_ids: z.string().optional().describe('Comma-separated inventory item IDs'),
location_ids: z.string().optional().describe('Comma-separated location IDs'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
const SetInventoryLevelInput = z.object({
inventory_item_id: z.string().describe('Inventory item ID'),
location_id: z.string().describe('Location ID'),
available: z.number().describe('New available inventory quantity'),
disconnect_if_necessary: z.boolean().optional().describe('Disconnect from location if necessary'),
});
const AdjustInventoryLevelInput = z.object({
inventory_item_id: z.string().describe('Inventory item ID'),
location_id: z.string().describe('Location ID'),
available_adjustment: z.number().describe('Inventory adjustment (positive or negative)'),
});
const ListLocationsInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
export default [
{
name: 'shopify_list_inventory_items',
description: 'List inventory items by IDs',
inputSchema: {
type: 'object' as const,
properties: {
ids: { type: 'string', description: 'Comma-separated list of inventory item IDs' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
required: ['ids'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListInventoryItemsInput.parse(input);
const results = await client.list('/inventory_items.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_inventory_item',
description: 'Get a specific inventory item by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Inventory item ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetInventoryItemInput.parse(input);
const result = await client.get(`/inventory_items/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_list_inventory_levels',
description: 'List inventory levels filtered by inventory items or locations',
inputSchema: {
type: 'object' as const,
properties: {
inventory_item_ids: { type: 'string', description: 'Comma-separated inventory item IDs' },
location_ids: { type: 'string', description: 'Comma-separated location IDs' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListInventoryLevelsInput.parse(input);
const results = await client.list('/inventory_levels.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_set_inventory_level',
description: 'Set the inventory level for an item at a specific location (overwrites current value)',
inputSchema: {
type: 'object' as const,
properties: {
inventory_item_id: { type: 'string', description: 'Inventory item ID' },
location_id: { type: 'string', description: 'Location ID' },
available: { type: 'number', description: 'New available inventory quantity' },
disconnect_if_necessary: { type: 'boolean', description: 'Disconnect from location if necessary' },
},
required: ['inventory_item_id', 'location_id', 'available'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = SetInventoryLevelInput.parse(input);
const result = await client.create('/inventory_levels/set.json', validated);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_adjust_inventory_level',
description: 'Adjust inventory level by a delta (positive or negative)',
inputSchema: {
type: 'object' as const,
properties: {
inventory_item_id: { type: 'string', description: 'Inventory item ID' },
location_id: { type: 'string', description: 'Location ID' },
available_adjustment: { type: 'number', description: 'Inventory adjustment (positive or negative)' },
},
required: ['inventory_item_id', 'location_id', 'available_adjustment'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = AdjustInventoryLevelInput.parse(input);
const result = await client.create('/inventory_levels/adjust.json', validated);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_list_locations',
description: 'List all inventory locations',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListLocationsInput.parse(input);
const results = await client.list('/locations.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListOrdersInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
status: z.enum(['open', 'archived', 'cancelled', 'any']).optional().describe('Filter by order status'),
financial_status: z.enum(['pending', 'authorized', 'partially_paid', 'paid', 'partially_refunded', 'refunded', 'voided', 'any']).optional().describe('Filter by financial status'),
fulfillment_status: z.enum(['shipped', 'partial', 'unshipped', 'any', 'unfulfilled']).optional().describe('Filter by fulfillment status'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
created_at_max: z.string().optional().describe('Filter by max creation date (ISO 8601)'),
updated_at_min: z.string().optional().describe('Filter by min update date (ISO 8601)'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetOrderInput = z.object({
id: z.string().describe('Order ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreateOrderInput = z.object({
line_items: z.array(z.object({
variant_id: z.string().optional().describe('Product variant ID'),
quantity: z.number().describe('Quantity'),
price: z.string().optional().describe('Price override'),
title: z.string().optional().describe('Line item title (if no variant_id)'),
})).describe('Order line items'),
customer: z.object({
id: z.string().optional().describe('Existing customer ID'),
email: z.string().optional().describe('Customer email'),
first_name: z.string().optional().describe('Customer first name'),
last_name: z.string().optional().describe('Customer last name'),
}).optional().describe('Customer information'),
billing_address: z.object({
address1: z.string().optional().describe('Address line 1'),
city: z.string().optional().describe('City'),
province: z.string().optional().describe('State/Province'),
country: z.string().optional().describe('Country'),
zip: z.string().optional().describe('Postal code'),
}).optional().describe('Billing address'),
shipping_address: z.object({
address1: z.string().optional().describe('Address line 1'),
city: z.string().optional().describe('City'),
province: z.string().optional().describe('State/Province'),
country: z.string().optional().describe('Country'),
zip: z.string().optional().describe('Postal code'),
}).optional().describe('Shipping address'),
financial_status: z.enum(['pending', 'authorized', 'paid']).optional().describe('Financial status'),
send_receipt: z.boolean().optional().describe('Send order confirmation to customer'),
note: z.string().optional().describe('Order note'),
});
const UpdateOrderInput = z.object({
id: z.string().describe('Order ID'),
note: z.string().optional().describe('Order note'),
tags: z.string().optional().describe('Comma-separated tags'),
email: z.string().optional().describe('Customer email'),
});
const CancelOrderInput = z.object({
id: z.string().describe('Order ID'),
amount: z.number().optional().describe('Amount to refund'),
restock: z.boolean().optional().describe('Restock items'),
reason: z.enum(['customer', 'fraud', 'inventory', 'declined', 'other']).optional().describe('Cancellation reason'),
email: z.boolean().optional().describe('Send notification email'),
});
const CloseOrderInput = z.object({
id: z.string().describe('Order ID'),
});
export default [
{
name: 'shopify_list_orders',
description: 'List orders with pagination and filtering by status, financial status, fulfillment status, and date ranges',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
status: { type: 'string', enum: ['open', 'archived', 'cancelled', 'any'], description: 'Filter by order status' },
financial_status: { type: 'string', enum: ['pending', 'authorized', 'partially_paid', 'paid', 'partially_refunded', 'refunded', 'voided', 'any'], description: 'Filter by financial status' },
fulfillment_status: { type: 'string', enum: ['shipped', 'partial', 'unshipped', 'any', 'unfulfilled'], description: 'Filter by fulfillment status' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
created_at_max: { type: 'string', description: 'Filter by max creation date (ISO 8601)' },
updated_at_min: { type: 'string', description: 'Filter by min update date (ISO 8601)' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListOrdersInput.parse(input);
const results = await client.list('/orders.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_order',
description: 'Get a specific order by ID with optional field filtering',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Order ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetOrderInput.parse(input);
const result = await client.get(`/orders/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_order',
description: 'Create a new order with line items, customer, and addresses',
inputSchema: {
type: 'object' as const,
properties: {
line_items: {
type: 'array',
description: 'Order line items',
items: {
type: 'object',
properties: {
variant_id: { type: 'string', description: 'Product variant ID' },
quantity: { type: 'number', description: 'Quantity' },
price: { type: 'string', description: 'Price override' },
title: { type: 'string', description: 'Line item title (if no variant_id)' },
},
},
},
customer: {
type: 'object',
description: 'Customer information',
properties: {
id: { type: 'string', description: 'Existing customer ID' },
email: { type: 'string', description: 'Customer email' },
first_name: { type: 'string', description: 'Customer first name' },
last_name: { type: 'string', description: 'Customer last name' },
},
},
billing_address: {
type: 'object',
description: 'Billing address',
properties: {
address1: { type: 'string', description: 'Address line 1' },
city: { type: 'string', description: 'City' },
province: { type: 'string', description: 'State/Province' },
country: { type: 'string', description: 'Country' },
zip: { type: 'string', description: 'Postal code' },
},
},
shipping_address: {
type: 'object',
description: 'Shipping address',
properties: {
address1: { type: 'string', description: 'Address line 1' },
city: { type: 'string', description: 'City' },
province: { type: 'string', description: 'State/Province' },
country: { type: 'string', description: 'Country' },
zip: { type: 'string', description: 'Postal code' },
},
},
financial_status: { type: 'string', enum: ['pending', 'authorized', 'paid'], description: 'Financial status' },
send_receipt: { type: 'boolean', description: 'Send order confirmation to customer' },
note: { type: 'string', description: 'Order note' },
},
required: ['line_items'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateOrderInput.parse(input);
const result = await client.create('/orders.json', { order: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_order',
description: 'Update an existing order (limited fields: note, tags, email)',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Order ID' },
note: { type: 'string', description: 'Order note' },
tags: { type: 'string', description: 'Comma-separated tags' },
email: { type: 'string', description: 'Customer email' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateOrderInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/orders/${id}.json`, { order: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_cancel_order',
description: 'Cancel an order with optional refund and restocking',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Order ID' },
amount: { type: 'number', description: 'Amount to refund' },
restock: { type: 'boolean', description: 'Restock items' },
reason: { type: 'string', enum: ['customer', 'fraud', 'inventory', 'declined', 'other'], description: 'Cancellation reason' },
email: { type: 'boolean', description: 'Send notification email' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CancelOrderInput.parse(input);
const { id, ...params } = validated;
const result = await client.create(`/orders/${id}/cancel.json`, params);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_close_order',
description: 'Close an order (mark as complete)',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Order ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CloseOrderInput.parse(input);
const result = await client.create(`/orders/${validated.id}/close.json`, {});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListPagesInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
title: z.string().optional().describe('Filter by title'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
created_at_max: z.string().optional().describe('Filter by max creation date (ISO 8601)'),
updated_at_min: z.string().optional().describe('Filter by min update date (ISO 8601)'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetPageInput = z.object({
id: z.string().describe('Page ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreatePageInput = z.object({
title: z.string().describe('Page title'),
body_html: z.string().optional().describe('Page content HTML'),
author: z.string().optional().describe('Page author'),
published: z.boolean().optional().describe('Published status'),
metafields: z.array(z.object({
namespace: z.string().describe('Metafield namespace'),
key: z.string().describe('Metafield key'),
value: z.string().describe('Metafield value'),
type: z.string().describe('Metafield type'),
})).optional().describe('Page metafields'),
});
const UpdatePageInput = z.object({
id: z.string().describe('Page ID'),
title: z.string().optional().describe('Page title'),
body_html: z.string().optional().describe('Page content HTML'),
author: z.string().optional().describe('Page author'),
published: z.boolean().optional().describe('Published status'),
});
const DeletePageInput = z.object({
id: z.string().describe('Page ID'),
});
export default [
{
name: 'shopify_list_pages',
description: 'List pages with pagination, title filtering, and date filtering',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
title: { type: 'string', description: 'Filter by title' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
created_at_max: { type: 'string', description: 'Filter by max creation date (ISO 8601)' },
updated_at_min: { type: 'string', description: 'Filter by min update date (ISO 8601)' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListPagesInput.parse(input);
const results = await client.list('/pages.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_page',
description: 'Get a specific page by ID with optional field filtering',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Page ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetPageInput.parse(input);
const result = await client.get(`/pages/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_page',
description: 'Create a new page with optional metafields',
inputSchema: {
type: 'object' as const,
properties: {
title: { type: 'string', description: 'Page title' },
body_html: { type: 'string', description: 'Page content HTML' },
author: { type: 'string', description: 'Page author' },
published: { type: 'boolean', description: 'Published status' },
metafields: {
type: 'array',
description: 'Page metafields',
items: {
type: 'object',
properties: {
namespace: { type: 'string', description: 'Metafield namespace' },
key: { type: 'string', description: 'Metafield key' },
value: { type: 'string', description: 'Metafield value' },
type: { type: 'string', description: 'Metafield type' },
},
},
},
},
required: ['title'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreatePageInput.parse(input);
const result = await client.create('/pages.json', { page: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_page',
description: 'Update an existing page',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Page ID' },
title: { type: 'string', description: 'Page title' },
body_html: { type: 'string', description: 'Page content HTML' },
author: { type: 'string', description: 'Page author' },
published: { type: 'boolean', description: 'Published status' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdatePageInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/pages/${id}.json`, { page: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_page',
description: 'Delete a page by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Page ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeletePageInput.parse(input);
await client.delete(`/pages/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Page ${validated.id} deleted successfully` }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListProductsInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
status: z.enum(['active', 'archived', 'draft']).optional().describe('Filter by status'),
product_type: z.string().optional().describe('Filter by product type'),
vendor: z.string().optional().describe('Filter by vendor'),
collection_id: z.string().optional().describe('Filter by collection'),
created_at_min: z.string().optional().describe('Filter by min creation date (ISO 8601)'),
updated_at_min: z.string().optional().describe('Filter by min update date (ISO 8601)'),
});
const GetProductInput = z.object({
id: z.string().describe('Product ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreateProductInput = z.object({
title: z.string().describe('Product title'),
body_html: z.string().optional().describe('Product description HTML'),
vendor: z.string().optional().describe('Product vendor'),
product_type: z.string().optional().describe('Product type/category'),
tags: z.string().optional().describe('Comma-separated tags'),
status: z.enum(['active', 'archived', 'draft']).optional().describe('Product status'),
variants: z.array(z.object({
price: z.string().describe('Variant price'),
sku: z.string().optional().describe('SKU'),
inventory_quantity: z.number().optional().describe('Inventory quantity'),
option1: z.string().optional().describe('Option 1 value'),
option2: z.string().optional().describe('Option 2 value'),
option3: z.string().optional().describe('Option 3 value'),
})).optional().describe('Product variants'),
images: z.array(z.object({
src: z.string().describe('Image URL'),
alt: z.string().optional().describe('Alt text'),
})).optional().describe('Product images'),
});
const UpdateProductInput = z.object({
id: z.string().describe('Product ID'),
title: z.string().optional().describe('Product title'),
body_html: z.string().optional().describe('Product description HTML'),
vendor: z.string().optional().describe('Product vendor'),
product_type: z.string().optional().describe('Product type/category'),
tags: z.string().optional().describe('Comma-separated tags'),
status: z.enum(['active', 'archived', 'draft']).optional().describe('Product status'),
});
const DeleteProductInput = z.object({
id: z.string().describe('Product ID'),
});
const SearchProductsInput = z.object({
query: z.string().describe('Search query (title, tag, sku, vendor, etc.)'),
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
});
export default [
{
name: 'shopify_list_products',
description: 'List products with pagination, filtering by status, type, vendor, collection, and date ranges',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
status: { type: 'string', enum: ['active', 'archived', 'draft'], description: 'Filter by status' },
product_type: { type: 'string', description: 'Filter by product type' },
vendor: { type: 'string', description: 'Filter by vendor' },
collection_id: { type: 'string', description: 'Filter by collection' },
created_at_min: { type: 'string', description: 'Filter by min creation date (ISO 8601)' },
updated_at_min: { type: 'string', description: 'Filter by min update date (ISO 8601)' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListProductsInput.parse(input);
const results = await client.list('/products.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_product',
description: 'Get a specific product by ID with optional field filtering',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Product ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetProductInput.parse(input);
const result = await client.get(`/products/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_product',
description: 'Create a new product with variants and images',
inputSchema: {
type: 'object' as const,
properties: {
title: { type: 'string', description: 'Product title' },
body_html: { type: 'string', description: 'Product description HTML' },
vendor: { type: 'string', description: 'Product vendor' },
product_type: { type: 'string', description: 'Product type/category' },
tags: { type: 'string', description: 'Comma-separated tags' },
status: { type: 'string', enum: ['active', 'archived', 'draft'], description: 'Product status' },
variants: {
type: 'array',
description: 'Product variants',
items: {
type: 'object',
properties: {
price: { type: 'string', description: 'Variant price' },
sku: { type: 'string', description: 'SKU' },
inventory_quantity: { type: 'number', description: 'Inventory quantity' },
option1: { type: 'string', description: 'Option 1 value' },
option2: { type: 'string', description: 'Option 2 value' },
option3: { type: 'string', description: 'Option 3 value' },
},
},
},
images: {
type: 'array',
description: 'Product images',
items: {
type: 'object',
properties: {
src: { type: 'string', description: 'Image URL' },
alt: { type: 'string', description: 'Alt text' },
},
},
},
},
required: ['title'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateProductInput.parse(input);
const result = await client.create('/products.json', { product: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_product',
description: 'Update an existing product',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Product ID' },
title: { type: 'string', description: 'Product title' },
body_html: { type: 'string', description: 'Product description HTML' },
vendor: { type: 'string', description: 'Product vendor' },
product_type: { type: 'string', description: 'Product type/category' },
tags: { type: 'string', description: 'Comma-separated tags' },
status: { type: 'string', enum: ['active', 'archived', 'draft'], description: 'Product status' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateProductInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/products/${id}.json`, { product: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_product',
description: 'Delete a product by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Product ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteProductInput.parse(input);
await client.delete(`/products/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Product ${validated.id} deleted successfully` }],
};
},
},
{
name: 'shopify_search_products',
description: 'Search products by query (searches title, tags, SKU, vendor, etc.)',
inputSchema: {
type: 'object' as const,
properties: {
query: { type: 'string', description: 'Search query (title, tag, sku, vendor, etc.)' },
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
},
required: ['query'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = SearchProductsInput.parse(input);
const results = await client.list('/products.json', {
params: { ...validated, title: validated.query },
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListShippingZonesInput = z.object({
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const ListCarrierServicesInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
});
const GetCarrierServiceInput = z.object({
id: z.string().describe('Carrier service ID'),
});
const CreateCarrierServiceInput = z.object({
name: z.string().describe('Carrier service name'),
callback_url: z.string().describe('URL for rate calculation callback'),
service_discovery: z.boolean().describe('Whether to discover services automatically'),
carrier_service_type: z.enum(['api', 'legacy']).optional().describe('Type of carrier service'),
format: z.enum(['json', 'xml']).optional().describe('Data format'),
});
const UpdateCarrierServiceInput = z.object({
id: z.string().describe('Carrier service ID'),
name: z.string().optional().describe('Carrier service name'),
callback_url: z.string().optional().describe('URL for rate calculation callback'),
service_discovery: z.boolean().optional().describe('Whether to discover services automatically'),
});
const DeleteCarrierServiceInput = z.object({
id: z.string().describe('Carrier service ID'),
});
export default [
{
name: 'shopify_list_shipping_zones',
description: 'List all shipping zones',
inputSchema: {
type: 'object' as const,
properties: {
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListShippingZonesInput.parse(input);
const results = await client.list('/shipping_zones.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_list_carrier_services',
description: 'List all carrier services (third-party shipping rate calculators)',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListCarrierServicesInput.parse(input);
const results = await client.list('/carrier_services.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_carrier_service',
description: 'Get a specific carrier service by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Carrier service ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetCarrierServiceInput.parse(input);
const result = await client.get(`/carrier_services/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_carrier_service',
description: 'Create a new carrier service',
inputSchema: {
type: 'object' as const,
properties: {
name: { type: 'string', description: 'Carrier service name' },
callback_url: { type: 'string', description: 'URL for rate calculation callback' },
service_discovery: { type: 'boolean', description: 'Whether to discover services automatically' },
carrier_service_type: { type: 'string', enum: ['api', 'legacy'], description: 'Type of carrier service' },
format: { type: 'string', enum: ['json', 'xml'], description: 'Data format' },
},
required: ['name', 'callback_url', 'service_discovery'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateCarrierServiceInput.parse(input);
const result = await client.create('/carrier_services.json', { carrier_service: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_carrier_service',
description: 'Update an existing carrier service',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Carrier service ID' },
name: { type: 'string', description: 'Carrier service name' },
callback_url: { type: 'string', description: 'URL for rate calculation callback' },
service_discovery: { type: 'boolean', description: 'Whether to discover services automatically' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateCarrierServiceInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/carrier_services/${id}.json`, { carrier_service: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_carrier_service',
description: 'Delete a carrier service by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Carrier service ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteCarrierServiceInput.parse(input);
await client.delete(`/carrier_services/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Carrier service ${validated.id} deleted successfully` }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListThemesInput = z.object({
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
role: z.enum(['main', 'unpublished', 'demo']).optional().describe('Filter by theme role'),
});
const GetThemeInput = z.object({
id: z.string().describe('Theme ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const CreateThemeInput = z.object({
name: z.string().describe('Theme name'),
src: z.string().optional().describe('URL to theme ZIP file'),
role: z.enum(['main', 'unpublished']).optional().describe('Theme role'),
});
const UpdateThemeInput = z.object({
id: z.string().describe('Theme ID'),
name: z.string().optional().describe('Theme name'),
role: z.enum(['main', 'unpublished']).optional().describe('Theme role'),
});
const DeleteThemeInput = z.object({
id: z.string().describe('Theme ID'),
});
const ListAssetsInput = z.object({
theme_id: z.string().describe('Theme ID'),
fields: z.string().optional().describe('Comma-separated list of fields to retrieve'),
});
const GetAssetInput = z.object({
theme_id: z.string().describe('Theme ID'),
asset_key: z.string().describe('Asset key (path, e.g., "templates/index.liquid")'),
});
const CreateOrUpdateAssetInput = z.object({
theme_id: z.string().describe('Theme ID'),
key: z.string().describe('Asset key (path, e.g., "templates/index.liquid")'),
value: z.string().optional().describe('Asset text content'),
src: z.string().optional().describe('Asset source URL (for binary assets)'),
attachment: z.string().optional().describe('Base64-encoded binary asset content'),
});
export default [
{
name: 'shopify_list_themes',
description: 'List all themes with optional role filtering',
inputSchema: {
type: 'object' as const,
properties: {
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
role: { type: 'string', enum: ['main', 'unpublished', 'demo'], description: 'Filter by theme role' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListThemesInput.parse(input);
const results = await client.list('/themes.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_theme',
description: 'Get a specific theme by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Theme ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetThemeInput.parse(input);
const result = await client.get(`/themes/${validated.id}.json`, {
params: validated.fields ? { fields: validated.fields } : {},
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_theme',
description: 'Create a new theme from a ZIP file',
inputSchema: {
type: 'object' as const,
properties: {
name: { type: 'string', description: 'Theme name' },
src: { type: 'string', description: 'URL to theme ZIP file' },
role: { type: 'string', enum: ['main', 'unpublished'], description: 'Theme role' },
},
required: ['name'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateThemeInput.parse(input);
const result = await client.create('/themes.json', { theme: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_theme',
description: 'Update an existing theme',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Theme ID' },
name: { type: 'string', description: 'Theme name' },
role: { type: 'string', enum: ['main', 'unpublished'], description: 'Theme role' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateThemeInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/themes/${id}.json`, { theme: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_theme',
description: 'Delete a theme by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Theme ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteThemeInput.parse(input);
await client.delete(`/themes/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Theme ${validated.id} deleted successfully` }],
};
},
},
{
name: 'shopify_list_theme_assets',
description: 'List all assets in a theme',
inputSchema: {
type: 'object' as const,
properties: {
theme_id: { type: 'string', description: 'Theme ID' },
fields: { type: 'string', description: 'Comma-separated list of fields to retrieve' },
},
required: ['theme_id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListAssetsInput.parse(input);
const { theme_id, ...params } = validated;
const results = await client.list(`/themes/${theme_id}/assets.json`, { params });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_theme_asset',
description: 'Get a specific theme asset by key',
inputSchema: {
type: 'object' as const,
properties: {
theme_id: { type: 'string', description: 'Theme ID' },
asset_key: { type: 'string', description: 'Asset key (path, e.g., "templates/index.liquid")' },
},
required: ['theme_id', 'asset_key'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetAssetInput.parse(input);
const result = await client.get(`/themes/${validated.theme_id}/assets.json`, {
params: { 'asset[key]': validated.asset_key },
});
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_or_update_theme_asset',
description: 'Create or update a theme asset (text or binary)',
inputSchema: {
type: 'object' as const,
properties: {
theme_id: { type: 'string', description: 'Theme ID' },
key: { type: 'string', description: 'Asset key (path, e.g., "templates/index.liquid")' },
value: { type: 'string', description: 'Asset text content' },
src: { type: 'string', description: 'Asset source URL (for binary assets)' },
attachment: { type: 'string', description: 'Base64-encoded binary asset content' },
},
required: ['theme_id', 'key'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateOrUpdateAssetInput.parse(input);
const { theme_id, ...assetData } = validated;
const result = await client.update(`/themes/${theme_id}/assets.json`, { asset: assetData });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
];

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import { z } from 'zod';
import { ShopifyClient } from '../clients/shopify.js';
const ListWebhooksInput = z.object({
limit: z.number().min(1).max(250).default(50).describe('Results per page'),
page_info: z.string().optional().describe('Cursor for pagination'),
topic: z.string().optional().describe('Filter by webhook topic'),
address: z.string().optional().describe('Filter by webhook destination URL'),
});
const GetWebhookInput = z.object({
id: z.string().describe('Webhook ID'),
});
const CreateWebhookInput = z.object({
topic: z.string().describe('Webhook topic (e.g., "orders/create", "products/update", "customers/delete")'),
address: z.string().describe('Webhook destination URL'),
format: z.enum(['json', 'xml']).default('json').describe('Payload format'),
fields: z.array(z.string()).optional().describe('List of fields to include in webhook payload'),
metafield_namespaces: z.array(z.string()).optional().describe('Metafield namespaces to include'),
private_metafield_namespaces: z.array(z.string()).optional().describe('Private metafield namespaces to include'),
});
const UpdateWebhookInput = z.object({
id: z.string().describe('Webhook ID'),
topic: z.string().optional().describe('Webhook topic'),
address: z.string().optional().describe('Webhook destination URL'),
format: z.enum(['json', 'xml']).optional().describe('Payload format'),
fields: z.array(z.string()).optional().describe('List of fields to include in webhook payload'),
});
const DeleteWebhookInput = z.object({
id: z.string().describe('Webhook ID'),
});
export default [
{
name: 'shopify_list_webhooks',
description: 'List all webhook subscriptions with optional filtering by topic or address',
inputSchema: {
type: 'object' as const,
properties: {
limit: { type: 'number', description: 'Results per page', default: 50, minimum: 1, maximum: 250 },
page_info: { type: 'string', description: 'Cursor for pagination' },
topic: { type: 'string', description: 'Filter by webhook topic' },
address: { type: 'string', description: 'Filter by webhook destination URL' },
},
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = ListWebhooksInput.parse(input);
const results = await client.list('/webhooks.json', { params: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(results, null, 2) }],
};
},
},
{
name: 'shopify_get_webhook',
description: 'Get a specific webhook subscription by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Webhook ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = GetWebhookInput.parse(input);
const result = await client.get(`/webhooks/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_create_webhook',
description: 'Create a new webhook subscription for a specific topic (e.g., orders/create, products/update)',
inputSchema: {
type: 'object' as const,
properties: {
topic: { type: 'string', description: 'Webhook topic (e.g., "orders/create", "products/update", "customers/delete")' },
address: { type: 'string', description: 'Webhook destination URL' },
format: { type: 'string', enum: ['json', 'xml'], description: 'Payload format', default: 'json' },
fields: { type: 'array', description: 'List of fields to include in webhook payload', items: { type: 'string' } },
metafield_namespaces: { type: 'array', description: 'Metafield namespaces to include', items: { type: 'string' } },
private_metafield_namespaces: { type: 'array', description: 'Private metafield namespaces to include', items: { type: 'string' } },
},
required: ['topic', 'address'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = CreateWebhookInput.parse(input);
const result = await client.create('/webhooks.json', { webhook: validated });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_update_webhook',
description: 'Update an existing webhook subscription',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Webhook ID' },
topic: { type: 'string', description: 'Webhook topic' },
address: { type: 'string', description: 'Webhook destination URL' },
format: { type: 'string', enum: ['json', 'xml'], description: 'Payload format' },
fields: { type: 'array', description: 'List of fields to include in webhook payload', items: { type: 'string' } },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = UpdateWebhookInput.parse(input);
const { id, ...updates } = validated;
const result = await client.update(`/webhooks/${id}.json`, { webhook: updates });
return {
content: [{ type: 'text' as const, text: JSON.stringify(result, null, 2) }],
};
},
},
{
name: 'shopify_delete_webhook',
description: 'Delete a webhook subscription by ID',
inputSchema: {
type: 'object' as const,
properties: {
id: { type: 'string', description: 'Webhook ID' },
},
required: ['id'],
},
handler: async (input: unknown, client: ShopifyClient) => {
const validated = DeleteWebhookInput.parse(input);
await client.delete(`/webhooks/${validated.id}.json`);
return {
content: [{ type: 'text' as const, text: `Webhook ${validated.id} deleted successfully` }],
};
},
},
];

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# Stripe MCP Server - Tools Implementation Summary
## Overview
**Total Tools: 77** (target: 60-80) ✅
All 14 tool files have been fully implemented with proper TypeScript types, Zod validation, and comprehensive Stripe API coverage.
## Tool Breakdown by Category
### 1. **customers.ts** (6 tools)
- `stripe_list_customers` - List all customers with filtering
- `stripe_get_customer` - Retrieve specific customer
- `stripe_create_customer` - Create new customer
- `stripe_update_customer` - Update customer details
- `stripe_delete_customer` - Delete customer
- `stripe_search_customers` - Search customers by query
### 2. **charges.ts** (5 tools)
- `stripe_list_charges` - List all charges
- `stripe_get_charge` - Retrieve specific charge
- `stripe_create_charge` - Create direct charge
- `stripe_update_charge` - Update charge details
- `stripe_capture_charge` - Capture authorized charge
### 3. **payment-intents.ts** (7 tools)
- `stripe_list_payment_intents` - List all payment intents
- `stripe_get_payment_intent` - Retrieve specific payment intent
- `stripe_create_payment_intent` - Create new payment intent
- `stripe_update_payment_intent` - Update payment intent
- `stripe_confirm_payment_intent` - Confirm payment intent
- `stripe_cancel_payment_intent` - Cancel payment intent
- `stripe_capture_payment_intent` - Capture payment intent
### 4. **payment-methods.ts** (6 tools)
- `stripe_list_payment_methods` - List payment methods for customer
- `stripe_get_payment_method` - Retrieve specific payment method
- `stripe_create_payment_method` - Create payment method
- `stripe_update_payment_method` - Update payment method
- `stripe_attach_payment_method` - Attach to customer
- `stripe_detach_payment_method` - Detach from customer
### 5. **refunds.ts** (5 tools)
- `stripe_list_refunds` - List all refunds
- `stripe_get_refund` - Retrieve specific refund
- `stripe_create_refund` - Create refund
- `stripe_update_refund` - Update refund metadata
- `stripe_cancel_refund` - Cancel pending refund
### 6. **disputes.ts** (4 tools)
- `stripe_list_disputes` - List all disputes
- `stripe_get_dispute` - Retrieve specific dispute
- `stripe_update_dispute` - Submit evidence for dispute
- `stripe_close_dispute` - Accept dispute
### 7. **subscriptions.ts** (7 tools)
- `stripe_list_subscriptions` - List all subscriptions
- `stripe_get_subscription` - Retrieve specific subscription
- `stripe_create_subscription` - Create new subscription
- `stripe_update_subscription` - Update subscription
- `stripe_cancel_subscription` - Cancel subscription
- `stripe_resume_subscription` - Resume paused subscription
- `stripe_list_subscription_items` - List subscription items
### 8. **invoices.ts** (11 tools)
- `stripe_list_invoices` - List all invoices
- `stripe_get_invoice` - Retrieve specific invoice
- `stripe_create_invoice` - Create draft invoice
- `stripe_update_invoice` - Update draft invoice
- `stripe_finalize_invoice` - Finalize draft
- `stripe_pay_invoice` - Pay invoice manually
- `stripe_void_invoice` - Void invoice
- `stripe_send_invoice` - Send to customer
- `stripe_list_invoice_items` - List invoice items
- `stripe_create_invoice_item` - Create one-time charge
- `stripe_delete_invoice_item` - Delete invoice item
### 9. **products.ts** (6 tools)
- `stripe_list_products` - List all products
- `stripe_get_product` - Retrieve specific product
- `stripe_create_product` - Create new product
- `stripe_update_product` - Update product
- `stripe_delete_product` - Delete product
- `stripe_search_products` - Search products by query
### 10. **prices.ts** (4 tools)
- `stripe_list_prices` - List all prices
- `stripe_get_price` - Retrieve specific price
- `stripe_create_price` - Create new price
- `stripe_update_price` - Update price metadata
### 11. **payouts.ts** (6 tools)
- `stripe_list_payouts` - List all payouts
- `stripe_get_payout` - Retrieve specific payout
- `stripe_create_payout` - Create manual payout
- `stripe_update_payout` - Update payout metadata
- `stripe_cancel_payout` - Cancel pending payout
- `stripe_reverse_payout` - Reverse a payout
### 12. **balance.ts** (3 tools)
- `stripe_get_balance` - Get current account balance
- `stripe_list_balance_transactions` - List balance history
- `stripe_get_balance_transaction` - Retrieve specific transaction
### 13. **events.ts** (2 tools)
- `stripe_list_events` - List webhook events
- `stripe_get_event` - Retrieve specific event
### 14. **webhooks.ts** (5 tools)
- `stripe_list_webhook_endpoints` - List all endpoints
- `stripe_get_webhook_endpoint` - Retrieve specific endpoint
- `stripe_create_webhook_endpoint` - Create new endpoint
- `stripe_update_webhook_endpoint` - Update endpoint
- `stripe_delete_webhook_endpoint` - Delete endpoint
## Quality Features
### ✅ TypeScript Compilation
- All files pass `npx tsc --noEmit` with zero errors
- Proper type imports from `../types/index.js` and `../clients/stripe.js`
### ✅ Zod Validation
- Comprehensive input schemas for all tools
- Rich descriptions for every parameter
- Proper enum types, unions, and nested objects
### ✅ Stripe API Best Practices
- **Form-encoded params** - Client handles encoding automatically
- **Cursor pagination** - `starting_after`/`ending_before` support
- **Amount fields in cents** - Documented in schemas
- **Expandable fields** - `expand[]` param support
- **Idempotency keys** - Auto-generated for create operations
- **Proper HTTP methods** - GET/POST/DELETE as appropriate
### ✅ Tool Naming Convention
- Consistent pattern: `stripe_verb_noun`
- Examples: `stripe_list_customers`, `stripe_create_payment_intent`
### ✅ Handler Structure
- Signature: `async (client: StripeClient, args: any) => Promise<T>`
- Returns raw API response (not wrapped in content structure)
- Clean parameter extraction and validation
## Implementation Notes
1. **No modifications** were made to:
- `src/types/index.ts` - Type definitions (as required)
- `src/clients/stripe.ts` - API client (as required)
- `src/server.ts` - Server shell (as required)
- `src/main.ts` - Entry point (as required)
2. **All 14 tool stub files** were replaced with full implementations
3. **Export pattern**: Each file uses `export default [...]` to match server's import expectations
4. **Error handling**: Delegated to client layer (retry, rate limiting, etc.)
5. **TypeScript strict mode**: All files are fully typed and compile cleanly
## Next Steps
Server is ready for:
- Building: `npm run build`
- Testing: Integration tests with test API keys
- Deployment: Publishing to npm registry
- Documentation: API reference generation
---
**Status**: ✅ COMPLETE - All 77 tools implemented, TypeScript verified, ready for deployment.

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { BalanceTransaction } from '../types/index.js';
export default [
{
name: 'stripe_get_balance',
description: 'Retrieve the current account balance',
inputSchema: z.object({
expand: z.array(z.string()).optional().describe('Fields to expand')
}),
handler: async (client: StripeClient, args: any) => {
return await client.get('/balance', args.expand ? { expand: args.expand } : undefined);
}
},
{
name: 'stripe_list_balance_transactions',
description: 'List all balance transactions (history of changes to account balance)',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of transactions to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
available_on: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by available_on timestamp or range'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
currency: z.string().optional().describe('Filter by currency (e.g., "usd")'),
payout: z.string().optional().describe('Filter by payout ID'),
source: z.string().optional().describe('Filter by source ID (charge, refund, etc.)'),
type: z.enum([
'charge',
'refund',
'adjustment',
'application_fee',
'application_fee_refund',
'transfer',
'payment',
'payout',
'payout_cancel',
'payout_failure',
'stripe_fee',
'tax'
]).optional().describe('Filter by transaction type')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<BalanceTransaction>('/balance_transactions', args);
}
},
{
name: 'stripe_get_balance_transaction',
description: 'Retrieve a specific balance transaction by ID',
inputSchema: z.object({
transaction_id: z.string().describe('The ID of the balance transaction to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["source"])')
}),
handler: async (client: StripeClient, args: any) => {
const { transaction_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<BalanceTransaction>('/balance_transactions', transaction_id, params);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Charge } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_charges',
description: 'List all charges with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of charges to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
customer: z.string().optional().describe('Filter by customer ID'),
payment_intent: z.string().optional().describe('Filter by payment intent ID'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Charge>('/charges', args);
}
},
{
name: 'stripe_get_charge',
description: 'Retrieve a specific charge by ID',
inputSchema: z.object({
charge_id: z.string().describe('The ID of the charge to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["customer", "invoice"])')
}),
handler: async (client: StripeClient, args: any) => {
const { charge_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Charge>('/charges', charge_id, params);
}
},
{
name: 'stripe_create_charge',
description: 'Create a new charge (direct charge, not recommended - use Payment Intents instead)',
inputSchema: z.object({
amount: z.number().positive().describe('Amount in cents (e.g., 1000 = $10.00)'),
currency: z.string().describe('Three-letter ISO currency code (e.g., "usd")'),
source: z.string().optional().describe('Payment source ID (card token, source, or payment method)'),
customer: z.string().optional().describe('Customer ID'),
description: z.string().optional().describe('Arbitrary description'),
metadata: metadataSchema,
statement_descriptor: z.string().max(22).optional().describe('Statement descriptor (max 22 chars)'),
statement_descriptor_suffix: z.string().max(22).optional().describe('Suffix for statement descriptor'),
receipt_email: z.string().optional().describe('Email to send receipt to'),
capture: z.boolean().optional().describe('Whether to capture immediately (default true)'),
on_behalf_of: z.string().optional().describe('Connected account ID'),
application_fee_amount: z.number().optional().describe('Application fee in cents')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Charge>('/charges', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_charge',
description: 'Update a charge (limited fields can be updated)',
inputSchema: z.object({
charge_id: z.string().describe('The ID of the charge to update'),
description: z.string().optional(),
metadata: metadataSchema,
receipt_email: z.string().optional(),
fraud_details: z.object({
user_report: z.enum(['fraudulent', 'safe']).optional()
}).optional().describe('Fraud details'),
shipping: z.object({
name: z.string(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
}),
carrier: z.string().optional(),
phone: z.string().optional(),
tracking_number: z.string().optional()
}).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { charge_id, ...data } = args;
return await client.update<Charge>('/charges', charge_id, data);
}
},
{
name: 'stripe_capture_charge',
description: 'Capture a previously uncaptured charge',
inputSchema: z.object({
charge_id: z.string().describe('The ID of the charge to capture'),
amount: z.number().optional().describe('Amount to capture in cents (defaults to full authorized amount)'),
receipt_email: z.string().optional().describe('Email to send receipt to'),
statement_descriptor: z.string().max(22).optional(),
statement_descriptor_suffix: z.string().max(22).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { charge_id, ...data } = args;
return await client.post<Charge>(`/charges/${charge_id}/capture`, data);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Customer, StripeList } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_customers',
description: 'List all customers with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of customers to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination - ID of the last customer from previous page'),
ending_before: z.string().optional().describe('Cursor for pagination - ID of the first customer from previous page'),
email: z.string().optional().describe('Filter by customer email'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Customer>('/customers', args);
}
},
{
name: 'stripe_get_customer',
description: 'Retrieve a specific customer by ID',
inputSchema: z.object({
customer_id: z.string().describe('The ID of the customer to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["default_source", "subscriptions"])')
}),
handler: async (client: StripeClient, args: any) => {
const { customer_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Customer>('/customers', customer_id, params);
}
},
{
name: 'stripe_create_customer',
description: 'Create a new customer',
inputSchema: z.object({
email: z.string().optional().describe('Customer email address'),
name: z.string().optional().describe('Customer full name'),
phone: z.string().optional().describe('Customer phone number'),
description: z.string().optional().describe('Arbitrary description'),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
}).optional().describe('Customer mailing address'),
metadata: metadataSchema,
payment_method: z.string().optional().describe('ID of payment method to attach'),
invoice_settings: z.object({
default_payment_method: z.string().optional()
}).optional(),
shipping: z.object({
name: z.string(),
phone: z.string().optional(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
})
}).optional().describe('Shipping information'),
balance: z.number().optional().describe('Account balance in cents (can be negative)'),
preferred_locales: z.array(z.string()).optional().describe('Preferred languages (e.g., ["en", "fr"])'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Customer>('/customers', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_customer',
description: 'Update an existing customer',
inputSchema: z.object({
customer_id: z.string().describe('The ID of the customer to update'),
email: z.string().optional(),
name: z.string().optional(),
phone: z.string().optional(),
description: z.string().optional(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
}).optional(),
metadata: metadataSchema,
default_source: z.string().optional().describe('ID of payment source to set as default'),
invoice_settings: z.object({
default_payment_method: z.string().optional()
}).optional(),
shipping: z.object({
name: z.string(),
phone: z.string().optional(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
})
}).optional(),
balance: z.number().optional(),
preferred_locales: z.array(z.string()).optional(),
}),
handler: async (client: StripeClient, args: any) => {
const { customer_id, ...data } = args;
return await client.update<Customer>('/customers', customer_id, data);
}
},
{
name: 'stripe_delete_customer',
description: 'Delete a customer permanently',
inputSchema: z.object({
customer_id: z.string().describe('The ID of the customer to delete')
}),
handler: async (client: StripeClient, args: any) => {
return await client.remove('/customers', args.customer_id);
}
},
{
name: 'stripe_search_customers',
description: 'Search for customers using Stripe\'s search query syntax',
inputSchema: z.object({
query: z.string().describe('Search query (e.g., "email:\'customer@example.com\'" or "name:\'John\'")'),
limit: z.number().min(1).max(100).optional().describe('Number of results to return (1-100)'),
page: z.string().optional().describe('Pagination token from previous search')
}),
handler: async (client: StripeClient, args: any) => {
return await client.get<StripeList<Customer>>('/customers/search', args);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Dispute } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_disputes',
description: 'List all disputes with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of disputes to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
charge: z.string().optional().describe('Filter by charge ID'),
payment_intent: z.string().optional().describe('Filter by payment intent ID'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Dispute>('/disputes', args);
}
},
{
name: 'stripe_get_dispute',
description: 'Retrieve a specific dispute by ID',
inputSchema: z.object({
dispute_id: z.string().describe('The ID of the dispute to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["charge"])')
}),
handler: async (client: StripeClient, args: any) => {
const { dispute_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Dispute>('/disputes', dispute_id, params);
}
},
{
name: 'stripe_update_dispute',
description: 'Update a dispute with evidence',
inputSchema: z.object({
dispute_id: z.string().describe('The ID of the dispute to update'),
evidence: z.object({
access_activity_log: z.string().optional().describe('Activity logs showing customer usage'),
billing_address: z.string().optional().describe('Billing address'),
cancellation_policy: z.string().optional().describe('Cancellation policy file ID'),
cancellation_policy_disclosure: z.string().optional(),
cancellation_rebuttal: z.string().optional().describe('Explanation of cancellation policy'),
customer_communication: z.string().optional().describe('Communication file ID'),
customer_email_address: z.string().optional(),
customer_name: z.string().optional(),
customer_purchase_ip: z.string().optional().describe('Customer IP at time of purchase'),
customer_signature: z.string().optional().describe('Signature file ID'),
duplicate_charge_documentation: z.string().optional(),
duplicate_charge_explanation: z.string().optional(),
duplicate_charge_id: z.string().optional().describe('ID of the original, non-disputed charge'),
product_description: z.string().optional(),
receipt: z.string().optional().describe('Receipt file ID'),
refund_policy: z.string().optional().describe('Refund policy file ID'),
refund_policy_disclosure: z.string().optional(),
refund_refusal_explanation: z.string().optional(),
service_date: z.string().optional().describe('Date service was provided'),
service_documentation: z.string().optional().describe('Documentation file ID'),
shipping_address: z.string().optional(),
shipping_carrier: z.string().optional(),
shipping_date: z.string().optional(),
shipping_documentation: z.string().optional().describe('Proof of shipping file ID'),
shipping_tracking_number: z.string().optional(),
uncategorized_file: z.string().optional().describe('Additional file ID'),
uncategorized_text: z.string().optional().describe('Additional text evidence')
}).optional().describe('Evidence to support your case'),
metadata: metadataSchema,
submit: z.boolean().optional().describe('Whether to submit the dispute evidence (default false)')
}),
handler: async (client: StripeClient, args: any) => {
const { dispute_id, ...data } = args;
return await client.update<Dispute>('/disputes', dispute_id, data);
}
},
{
name: 'stripe_close_dispute',
description: 'Close a dispute (accepting the dispute)',
inputSchema: z.object({
dispute_id: z.string().describe('The ID of the dispute to close')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<Dispute>(`/disputes/${args.dispute_id}/close`, {});
}
}
];

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@ -1,2 +1,43 @@
// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Event } from '../types/index.js';
export default [
{
name: 'stripe_list_events',
description: 'List all events (webhook events that occurred in the account)',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of events to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
delivery_success: z.boolean().optional().describe('Filter by successful webhook delivery'),
type: z.string().optional().describe('Filter by event type (e.g., "charge.succeeded")'),
types: z.array(z.string()).optional().describe('Filter by multiple event types')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Event>('/events', args);
}
},
{
name: 'stripe_get_event',
description: 'Retrieve a specific event by ID',
inputSchema: z.object({
event_id: z.string().describe('The ID of the event to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand')
}),
handler: async (client: StripeClient, args: any) => {
const { event_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Event>('/events', event_id, params);
}
}
];

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@ -1,2 +1,229 @@
// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Invoice, InvoiceItem } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_invoices',
description: 'List all invoices with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of invoices to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
customer: z.string().optional().describe('Filter by customer ID'),
subscription: z.string().optional().describe('Filter by subscription ID'),
status: z.enum(['draft', 'open', 'paid', 'uncollectible', 'void']).optional().describe('Filter by status'),
collection_method: z.enum(['charge_automatically', 'send_invoice']).optional(),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
due_date: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional()
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Invoice>('/invoices', args);
}
},
{
name: 'stripe_get_invoice',
description: 'Retrieve a specific invoice by ID',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["customer", "subscription", "charge"])')
}),
handler: async (client: StripeClient, args: any) => {
const { invoice_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Invoice>('/invoices', invoice_id, params);
}
},
{
name: 'stripe_create_invoice',
description: 'Create a new draft invoice',
inputSchema: z.object({
customer: z.string().describe('Customer ID'),
auto_advance: z.boolean().optional().describe('Auto-finalize after an hour (default true)'),
collection_method: z.enum(['charge_automatically', 'send_invoice']).optional().describe('Collection method (default: charge_automatically)'),
description: z.string().optional(),
metadata: metadataSchema,
subscription: z.string().optional().describe('Subscription ID to invoice'),
days_until_due: z.number().optional().describe('Days until due (for send_invoice)'),
due_date: z.number().optional().describe('Unix timestamp for due date'),
default_payment_method: z.string().optional(),
footer: z.string().optional().describe('Footer text'),
statement_descriptor: z.string().optional(),
automatic_tax: z.object({
enabled: z.boolean()
}).optional(),
custom_fields: z.array(z.object({
name: z.string(),
value: z.string()
})).optional().describe('Custom fields to display'),
from_invoice: z.object({
action: z.enum(['revision']),
invoice: z.string()
}).optional().describe('Create from existing invoice'),
on_behalf_of: z.string().optional().describe('Connected account ID'),
payment_settings: z.object({
payment_method_types: z.array(z.string()).optional()
}).optional(),
rendering_options: z.object({
amount_tax_display: z.enum(['include_inclusive_tax', 'exclude_inclusive_tax']).optional()
}).optional()
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Invoice>('/invoices', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_invoice',
description: 'Update a draft invoice',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to update'),
auto_advance: z.boolean().optional(),
collection_method: z.enum(['charge_automatically', 'send_invoice']).optional(),
description: z.string().optional(),
metadata: metadataSchema,
days_until_due: z.number().optional(),
due_date: z.number().optional(),
default_payment_method: z.string().optional(),
footer: z.string().optional(),
statement_descriptor: z.string().optional(),
custom_fields: z.array(z.object({
name: z.string(),
value: z.string()
})).optional(),
payment_settings: z.object({
payment_method_types: z.array(z.string()).optional()
}).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { invoice_id, ...data } = args;
return await client.update<Invoice>('/invoices', invoice_id, data);
}
},
{
name: 'stripe_finalize_invoice',
description: 'Finalize a draft invoice',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to finalize'),
auto_advance: z.boolean().optional().describe('Automatically charge or send')
}),
handler: async (client: StripeClient, args: any) => {
const { invoice_id, ...data } = args;
return await client.post<Invoice>(`/invoices/${invoice_id}/finalize`, data);
}
},
{
name: 'stripe_pay_invoice',
description: 'Pay an invoice manually',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to pay'),
payment_method: z.string().optional().describe('Payment method ID to use'),
source: z.string().optional().describe('Payment source ID'),
off_session: z.boolean().optional().describe('Whether payment is off-session'),
paid_out_of_band: z.boolean().optional().describe('Mark as paid outside Stripe')
}),
handler: async (client: StripeClient, args: any) => {
const { invoice_id, ...data } = args;
return await client.post<Invoice>(`/invoices/${invoice_id}/pay`, data);
}
},
{
name: 'stripe_void_invoice',
description: 'Void an invoice (mark as uncollectible)',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to void')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<Invoice>(`/invoices/${args.invoice_id}/void`, {});
}
},
{
name: 'stripe_send_invoice',
description: 'Send an invoice to the customer',
inputSchema: z.object({
invoice_id: z.string().describe('The ID of the invoice to send')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<Invoice>(`/invoices/${args.invoice_id}/send`, {});
}
},
{
name: 'stripe_list_invoice_items',
description: 'List invoice items (line items that will be added to next invoice)',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of items to return (1-100)'),
starting_after: z.string().optional(),
ending_before: z.string().optional(),
customer: z.string().optional().describe('Filter by customer ID'),
invoice: z.string().optional().describe('Filter by invoice ID'),
pending: z.boolean().optional().describe('Only pending items (not yet on invoice)'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional()
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<InvoiceItem>('/invoiceitems', args);
}
},
{
name: 'stripe_create_invoice_item',
description: 'Create an invoice item (one-time charge to be added to next invoice)',
inputSchema: z.object({
customer: z.string().describe('Customer ID'),
amount: z.number().describe('Amount in cents (can be negative for discounts)'),
currency: z.string().describe('Three-letter ISO currency code'),
description: z.string().optional(),
invoice: z.string().optional().describe('Invoice ID to add to (if not specified, added to next invoice)'),
metadata: metadataSchema,
price: z.string().optional().describe('Price ID to use'),
quantity: z.number().optional().describe('Quantity (default 1)'),
subscription: z.string().optional().describe('Subscription ID'),
tax_rates: z.array(z.string()).optional().describe('Tax rate IDs'),
unit_amount: z.number().optional().describe('Unit amount in cents (use with quantity)'),
period: z.object({
start: z.number(),
end: z.number()
}).optional().describe('Period for the item')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<InvoiceItem>('/invoiceitems', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_delete_invoice_item',
description: 'Delete an invoice item',
inputSchema: z.object({
invoice_item_id: z.string().describe('The ID of the invoice item to delete')
}),
handler: async (client: StripeClient, args: any) => {
return await client.remove('/invoiceitems', args.invoice_item_id);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { PaymentIntent } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_payment_intents',
description: 'List all payment intents with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of payment intents to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
customer: z.string().optional().describe('Filter by customer ID'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<PaymentIntent>('/payment_intents', args);
}
},
{
name: 'stripe_get_payment_intent',
description: 'Retrieve a specific payment intent by ID',
inputSchema: z.object({
payment_intent_id: z.string().describe('The ID of the payment intent to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["customer", "payment_method"])')
}),
handler: async (client: StripeClient, args: any) => {
const { payment_intent_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<PaymentIntent>('/payment_intents', payment_intent_id, params);
}
},
{
name: 'stripe_create_payment_intent',
description: 'Create a new payment intent',
inputSchema: z.object({
amount: z.number().positive().describe('Amount in cents (e.g., 1000 = $10.00)'),
currency: z.string().describe('Three-letter ISO currency code (e.g., "usd")'),
customer: z.string().optional().describe('Customer ID'),
payment_method: z.string().optional().describe('Payment method ID'),
payment_method_types: z.array(z.string()).optional().describe('Payment method types to accept (e.g., ["card"])'),
description: z.string().optional().describe('Arbitrary description'),
metadata: metadataSchema,
statement_descriptor: z.string().max(22).optional().describe('Statement descriptor (max 22 chars)'),
statement_descriptor_suffix: z.string().max(22).optional(),
receipt_email: z.string().optional().describe('Email to send receipt to'),
capture_method: z.enum(['automatic', 'manual']).optional().describe('When to capture funds (default: automatic)'),
confirmation_method: z.enum(['automatic', 'manual']).optional().describe('How to confirm (default: automatic)'),
confirm: z.boolean().optional().describe('Whether to confirm immediately'),
setup_future_usage: z.enum(['on_session', 'off_session']).optional().describe('Save for future use'),
automatic_payment_methods: z.object({
enabled: z.boolean()
}).optional().describe('Enable automatic payment methods'),
on_behalf_of: z.string().optional().describe('Connected account ID'),
application_fee_amount: z.number().optional().describe('Application fee in cents'),
transfer_data: z.object({
destination: z.string(),
amount: z.number().optional()
}).optional().describe('Transfer to connected account'),
return_url: z.string().optional().describe('URL to redirect customer after payment (for certain payment methods)')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<PaymentIntent>('/payment_intents', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_payment_intent',
description: 'Update a payment intent',
inputSchema: z.object({
payment_intent_id: z.string().describe('The ID of the payment intent to update'),
amount: z.number().positive().optional().describe('Amount in cents'),
currency: z.string().optional(),
customer: z.string().optional(),
payment_method: z.string().optional(),
description: z.string().optional(),
metadata: metadataSchema,
statement_descriptor: z.string().max(22).optional(),
statement_descriptor_suffix: z.string().max(22).optional(),
receipt_email: z.string().optional(),
setup_future_usage: z.enum(['on_session', 'off_session']).optional(),
payment_method_types: z.array(z.string()).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { payment_intent_id, ...data } = args;
return await client.update<PaymentIntent>('/payment_intents', payment_intent_id, data);
}
},
{
name: 'stripe_confirm_payment_intent',
description: 'Confirm a payment intent',
inputSchema: z.object({
payment_intent_id: z.string().describe('The ID of the payment intent to confirm'),
payment_method: z.string().optional().describe('Payment method ID to use'),
return_url: z.string().optional().describe('URL to redirect customer after payment'),
receipt_email: z.string().optional()
}),
handler: async (client: StripeClient, args: any) => {
const { payment_intent_id, ...data } = args;
return await client.post<PaymentIntent>(`/payment_intents/${payment_intent_id}/confirm`, data);
}
},
{
name: 'stripe_cancel_payment_intent',
description: 'Cancel a payment intent',
inputSchema: z.object({
payment_intent_id: z.string().describe('The ID of the payment intent to cancel'),
cancellation_reason: z.enum(['duplicate', 'fraudulent', 'requested_by_customer', 'abandoned']).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { payment_intent_id, ...data } = args;
return await client.post<PaymentIntent>(`/payment_intents/${payment_intent_id}/cancel`, data);
}
},
{
name: 'stripe_capture_payment_intent',
description: 'Capture a payment intent (for manual capture)',
inputSchema: z.object({
payment_intent_id: z.string().describe('The ID of the payment intent to capture'),
amount_to_capture: z.number().optional().describe('Amount to capture in cents (defaults to full authorized amount)')
}),
handler: async (client: StripeClient, args: any) => {
const { payment_intent_id, ...data } = args;
return await client.post<PaymentIntent>(`/payment_intents/${payment_intent_id}/capture`, data);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { PaymentMethod } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_payment_methods',
description: 'List payment methods for a customer',
inputSchema: z.object({
customer: z.string().describe('Customer ID'),
type: z.enum(['card', 'us_bank_account', 'sepa_debit', 'link']).optional().describe('Payment method type to filter by'),
limit: z.number().min(1).max(100).optional().describe('Number of payment methods to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<PaymentMethod>('/payment_methods', args);
}
},
{
name: 'stripe_get_payment_method',
description: 'Retrieve a specific payment method by ID',
inputSchema: z.object({
payment_method_id: z.string().describe('The ID of the payment method to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["customer"])')
}),
handler: async (client: StripeClient, args: any) => {
const { payment_method_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<PaymentMethod>('/payment_methods', payment_method_id, params);
}
},
{
name: 'stripe_create_payment_method',
description: 'Create a new payment method',
inputSchema: z.object({
type: z.enum(['card', 'us_bank_account', 'sepa_debit']).describe('Payment method type'),
card: z.object({
number: z.string().optional().describe('Card number'),
exp_month: z.number().min(1).max(12).optional().describe('Expiration month'),
exp_year: z.number().optional().describe('Expiration year'),
cvc: z.string().optional().describe('Card CVC'),
token: z.string().optional().describe('Card token from Stripe.js')
}).optional().describe('Card details (use token in production)'),
billing_details: z.object({
name: z.string().optional(),
email: z.string().optional(),
phone: z.string().optional(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
}).optional()
}).optional().describe('Billing details'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<PaymentMethod>('/payment_methods', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_payment_method',
description: 'Update a payment method',
inputSchema: z.object({
payment_method_id: z.string().describe('The ID of the payment method to update'),
billing_details: z.object({
name: z.string().optional(),
email: z.string().optional(),
phone: z.string().optional(),
address: z.object({
line1: z.string().optional(),
line2: z.string().optional(),
city: z.string().optional(),
state: z.string().optional(),
postal_code: z.string().optional(),
country: z.string().optional()
}).optional()
}).optional(),
card: z.object({
exp_month: z.number().min(1).max(12).optional(),
exp_year: z.number().optional()
}).optional().describe('Update card expiration'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
const { payment_method_id, ...data } = args;
return await client.update<PaymentMethod>('/payment_methods', payment_method_id, data);
}
},
{
name: 'stripe_attach_payment_method',
description: 'Attach a payment method to a customer',
inputSchema: z.object({
payment_method_id: z.string().describe('The ID of the payment method to attach'),
customer: z.string().describe('Customer ID to attach to')
}),
handler: async (client: StripeClient, args: any) => {
const { payment_method_id, customer } = args;
return await client.post<PaymentMethod>(`/payment_methods/${payment_method_id}/attach`, { customer });
}
},
{
name: 'stripe_detach_payment_method',
description: 'Detach a payment method from a customer',
inputSchema: z.object({
payment_method_id: z.string().describe('The ID of the payment method to detach')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<PaymentMethod>(`/payment_methods/${args.payment_method_id}/detach`, {});
}
}
];

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@ -1,2 +1,106 @@
// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Payout } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_payouts',
description: 'List all payouts with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of payouts to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
arrival_date: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by arrival date timestamp or range'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
destination: z.string().optional().describe('Filter by destination bank account ID'),
status: z.enum(['paid', 'pending', 'in_transit', 'canceled', 'failed']).optional().describe('Filter by status')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Payout>('/payouts', args);
}
},
{
name: 'stripe_get_payout',
description: 'Retrieve a specific payout by ID',
inputSchema: z.object({
payout_id: z.string().describe('The ID of the payout to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["destination"])')
}),
handler: async (client: StripeClient, args: any) => {
const { payout_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Payout>('/payouts', payout_id, params);
}
},
{
name: 'stripe_create_payout',
description: 'Create a manual payout',
inputSchema: z.object({
amount: z.number().positive().describe('Amount in cents to pay out'),
currency: z.string().describe('Three-letter ISO currency code (e.g., "usd")'),
description: z.string().optional().describe('Arbitrary description'),
metadata: metadataSchema,
destination: z.string().optional().describe('Bank account ID (defaults to default bank account)'),
method: z.enum(['standard', 'instant']).optional().describe('Payout method (default: standard)'),
source_type: z.enum(['card', 'bank_account', 'fpx']).optional().describe('Source balance type'),
statement_descriptor: z.string().optional().describe('Statement descriptor')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Payout>('/payouts', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_payout',
description: 'Update a payout (limited fields can be updated)',
inputSchema: z.object({
payout_id: z.string().describe('The ID of the payout to update'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
const { payout_id, ...data } = args;
return await client.update<Payout>('/payouts', payout_id, data);
}
},
{
name: 'stripe_cancel_payout',
description: 'Cancel a pending payout',
inputSchema: z.object({
payout_id: z.string().describe('The ID of the payout to cancel')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<Payout>(`/payouts/${args.payout_id}/cancel`, {});
}
},
{
name: 'stripe_reverse_payout',
description: 'Reverse a payout (creates a new payout that reverses the original)',
inputSchema: z.object({
payout_id: z.string().describe('The ID of the payout to reverse'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
const { payout_id, ...data } = args;
return await client.post<Payout>(`/payouts/${payout_id}/reverse`, data);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Price } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_prices',
description: 'List all prices with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of prices to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
active: z.boolean().optional().describe('Filter by active status'),
currency: z.string().optional().describe('Filter by currency (e.g., "usd")'),
product: z.string().optional().describe('Filter by product ID'),
type: z.enum(['one_time', 'recurring']).optional().describe('Filter by price type'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
recurring: z.object({
interval: z.enum(['day', 'week', 'month', 'year']).optional(),
usage_type: z.enum(['metered', 'licensed']).optional()
}).optional().describe('Filter recurring prices')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Price>('/prices', args);
}
},
{
name: 'stripe_get_price',
description: 'Retrieve a specific price by ID',
inputSchema: z.object({
price_id: z.string().describe('The ID of the price to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["product"])')
}),
handler: async (client: StripeClient, args: any) => {
const { price_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Price>('/prices', price_id, params);
}
},
{
name: 'stripe_create_price',
description: 'Create a new price',
inputSchema: z.object({
currency: z.string().describe('Three-letter ISO currency code (e.g., "usd")'),
product: z.string().optional().describe('Product ID (or use product_data to create inline)'),
product_data: z.object({
name: z.string(),
active: z.boolean().optional(),
metadata: metadataSchema
}).optional().describe('Create product inline'),
unit_amount: z.number().optional().describe('Amount in cents (e.g., 1000 = $10.00). Omit for custom prices.'),
unit_amount_decimal: z.string().optional().describe('Decimal string for sub-cent precision'),
active: z.boolean().optional().describe('Whether price is active (default true)'),
metadata: metadataSchema,
nickname: z.string().optional().describe('Brief description of the price'),
recurring: z.object({
interval: z.enum(['day', 'week', 'month', 'year']),
interval_count: z.number().optional().describe('Number of intervals (default 1)'),
aggregate_usage: z.enum(['sum', 'last_during_period', 'last_ever', 'max']).optional().describe('For metered usage'),
usage_type: z.enum(['metered', 'licensed']).optional().describe('Default: licensed'),
trial_period_days: z.number().optional().describe('Trial days for subscriptions')
}).optional().describe('Recurring price configuration'),
billing_scheme: z.enum(['per_unit', 'tiered']).optional().describe('Default: per_unit'),
tiers: z.array(z.object({
up_to: z.union([z.number(), z.literal('inf')]),
unit_amount: z.number().optional(),
unit_amount_decimal: z.string().optional(),
flat_amount: z.number().optional(),
flat_amount_decimal: z.string().optional()
})).optional().describe('Tiers for tiered billing'),
tiers_mode: z.enum(['graduated', 'volume']).optional().describe('For tiered billing'),
tax_behavior: z.enum(['inclusive', 'exclusive', 'unspecified']).optional().describe('Tax calculation'),
custom_unit_amount: z.object({
enabled: z.boolean(),
minimum: z.number().optional(),
maximum: z.number().optional(),
preset: z.number().optional()
}).optional().describe('Customer chooses price'),
lookup_key: z.string().optional().describe('Lookup key for price'),
transfer_lookup_key: z.boolean().optional().describe('Transfer lookup_key from product')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Price>('/prices', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_price',
description: 'Update a price (limited fields can be updated)',
inputSchema: z.object({
price_id: z.string().describe('The ID of the price to update'),
active: z.boolean().optional().describe('Activate or deactivate price'),
metadata: metadataSchema,
nickname: z.string().optional(),
lookup_key: z.string().optional(),
tax_behavior: z.enum(['inclusive', 'exclusive', 'unspecified']).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { price_id, ...data } = args;
return await client.update<Price>('/prices', price_id, data);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Product, StripeList } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_products',
description: 'List all products with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of products to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
active: z.boolean().optional().describe('Filter by active status'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
ids: z.array(z.string()).optional().describe('Filter by product IDs'),
shippable: z.boolean().optional().describe('Filter by shippable status'),
type: z.enum(['service', 'good']).optional().describe('Filter by product type'),
url: z.string().optional().describe('Filter by product URL')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Product>('/products', args);
}
},
{
name: 'stripe_get_product',
description: 'Retrieve a specific product by ID',
inputSchema: z.object({
product_id: z.string().describe('The ID of the product to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["default_price"])')
}),
handler: async (client: StripeClient, args: any) => {
const { product_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Product>('/products', product_id, params);
}
},
{
name: 'stripe_create_product',
description: 'Create a new product',
inputSchema: z.object({
name: z.string().describe('Product name'),
active: z.boolean().optional().describe('Whether product is active (default true)'),
description: z.string().optional().describe('Product description'),
metadata: metadataSchema,
default_price_data: z.object({
currency: z.string(),
unit_amount: z.number().optional().describe('Amount in cents'),
recurring: z.object({
interval: z.enum(['day', 'week', 'month', 'year']),
interval_count: z.number().optional()
}).optional()
}).optional().describe('Create a default price inline'),
images: z.array(z.string()).optional().describe('Array of image URLs (max 8)'),
package_dimensions: z.object({
height: z.number(),
length: z.number(),
weight: z.number(),
width: z.number()
}).optional().describe('Package dimensions for shipping'),
shippable: z.boolean().optional().describe('Whether product can be shipped'),
statement_descriptor: z.string().max(22).optional().describe('Statement descriptor'),
tax_code: z.string().optional().describe('Tax code for automatic tax'),
type: z.enum(['service', 'good']).optional().describe('Product type (default: service)'),
unit_label: z.string().optional().describe('Label for units (e.g., "per seat")'),
url: z.string().optional().describe('Product URL')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Product>('/products', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_product',
description: 'Update an existing product',
inputSchema: z.object({
product_id: z.string().describe('The ID of the product to update'),
name: z.string().optional(),
active: z.boolean().optional(),
description: z.string().optional(),
metadata: metadataSchema,
default_price: z.string().optional().describe('Set new default price ID'),
images: z.array(z.string()).optional(),
package_dimensions: z.object({
height: z.number(),
length: z.number(),
weight: z.number(),
width: z.number()
}).optional(),
shippable: z.boolean().optional(),
statement_descriptor: z.string().max(22).optional(),
tax_code: z.string().optional(),
unit_label: z.string().optional(),
url: z.string().optional()
}),
handler: async (client: StripeClient, args: any) => {
const { product_id, ...data } = args;
return await client.update<Product>('/products', product_id, data);
}
},
{
name: 'stripe_delete_product',
description: 'Delete a product (permanently removes it)',
inputSchema: z.object({
product_id: z.string().describe('The ID of the product to delete')
}),
handler: async (client: StripeClient, args: any) => {
return await client.remove('/products', args.product_id);
}
},
{
name: 'stripe_search_products',
description: 'Search for products using Stripe\'s search query syntax',
inputSchema: z.object({
query: z.string().describe('Search query (e.g., "active:\'true\' AND name~\'premium\'" or "metadata[\'key\']:\'value\'")'),
limit: z.number().min(1).max(100).optional().describe('Number of results to return (1-100)'),
page: z.string().optional().describe('Pagination token from previous search')
}),
handler: async (client: StripeClient, args: any) => {
return await client.get<StripeList<Product>>('/products/search', args);
}
}
];

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@ -1,2 +1,84 @@
// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Refund } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_refunds',
description: 'List all refunds with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of refunds to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
charge: z.string().optional().describe('Filter by charge ID'),
payment_intent: z.string().optional().describe('Filter by payment intent ID'),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Refund>('/refunds', args);
}
},
{
name: 'stripe_get_refund',
description: 'Retrieve a specific refund by ID',
inputSchema: z.object({
refund_id: z.string().describe('The ID of the refund to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["charge"])')
}),
handler: async (client: StripeClient, args: any) => {
const { refund_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Refund>('/refunds', refund_id, params);
}
},
{
name: 'stripe_create_refund',
description: 'Create a refund for a charge or payment intent',
inputSchema: z.object({
charge: z.string().optional().describe('Charge ID to refund (use charge or payment_intent, not both)'),
payment_intent: z.string().optional().describe('Payment intent ID to refund'),
amount: z.number().optional().describe('Amount to refund in cents (defaults to full charge amount)'),
reason: z.enum(['duplicate', 'fraudulent', 'requested_by_customer']).optional().describe('Reason for refund'),
refund_application_fee: z.boolean().optional().describe('Whether to refund the application fee'),
reverse_transfer: z.boolean().optional().describe('Whether to reverse the transfer'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Refund>('/refunds', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_refund',
description: 'Update a refund (limited fields can be updated)',
inputSchema: z.object({
refund_id: z.string().describe('The ID of the refund to update'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
const { refund_id, ...data } = args;
return await client.update<Refund>('/refunds', refund_id, data);
}
},
{
name: 'stripe_cancel_refund',
description: 'Cancel a refund that is in pending status',
inputSchema: z.object({
refund_id: z.string().describe('The ID of the refund to cancel')
}),
handler: async (client: StripeClient, args: any) => {
return await client.post<Refund>(`/refunds/${args.refund_id}/cancel`, {});
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { Subscription, SubscriptionItem } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_subscriptions',
description: 'List all subscriptions with optional filtering and pagination',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of subscriptions to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination'),
customer: z.string().optional().describe('Filter by customer ID'),
price: z.string().optional().describe('Filter by price ID'),
status: z.enum(['incomplete', 'incomplete_expired', 'trialing', 'active', 'past_due', 'canceled', 'unpaid', 'paused']).optional(),
created: z.union([
z.number(),
z.object({
gt: z.number().optional(),
gte: z.number().optional(),
lt: z.number().optional(),
lte: z.number().optional(),
})
]).optional().describe('Filter by creation timestamp or range'),
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<Subscription>('/subscriptions', args);
}
},
{
name: 'stripe_get_subscription',
description: 'Retrieve a specific subscription by ID',
inputSchema: z.object({
subscription_id: z.string().describe('The ID of the subscription to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand (e.g., ["customer", "default_payment_method"])')
}),
handler: async (client: StripeClient, args: any) => {
const { subscription_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<Subscription>('/subscriptions', subscription_id, params);
}
},
{
name: 'stripe_create_subscription',
description: 'Create a new subscription',
inputSchema: z.object({
customer: z.string().describe('Customer ID'),
items: z.array(z.object({
price: z.string().describe('Price ID'),
quantity: z.number().optional().describe('Quantity (default 1)')
})).describe('Subscription items (products/prices)'),
default_payment_method: z.string().optional().describe('Payment method ID to use'),
collection_method: z.enum(['charge_automatically', 'send_invoice']).optional().describe('How to collect payment (default: charge_automatically)'),
days_until_due: z.number().optional().describe('Days until invoice due (for send_invoice collection)'),
description: z.string().optional(),
metadata: metadataSchema,
cancel_at_period_end: z.boolean().optional().describe('Cancel at the end of the current period'),
trial_period_days: z.number().optional().describe('Number of trial days'),
trial_end: z.number().optional().describe('Unix timestamp for trial end (overrides trial_period_days)'),
backdate_start_date: z.number().optional().describe('Unix timestamp to backdate subscription start'),
billing_cycle_anchor: z.number().optional().describe('Unix timestamp for billing cycle anchor'),
proration_behavior: z.enum(['create_prorations', 'none', 'always_invoice']).optional(),
payment_settings: z.object({
save_default_payment_method: z.enum(['on_subscription', 'off']).optional(),
payment_method_types: z.array(z.string()).optional()
}).optional(),
off_session: z.boolean().optional().describe('Whether payment is happening off-session'),
promotion_code: z.string().optional().describe('Promotion code ID to apply'),
automatic_tax: z.object({
enabled: z.boolean()
}).optional().describe('Enable automatic tax calculation')
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<Subscription>('/subscriptions', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_subscription',
description: 'Update a subscription',
inputSchema: z.object({
subscription_id: z.string().describe('The ID of the subscription to update'),
items: z.array(z.object({
id: z.string().optional().describe('Subscription item ID to update'),
price: z.string().optional().describe('New price ID'),
quantity: z.number().optional(),
deleted: z.boolean().optional().describe('Set to true to remove item')
})).optional().describe('Update subscription items'),
default_payment_method: z.string().optional(),
description: z.string().optional(),
metadata: metadataSchema,
cancel_at_period_end: z.boolean().optional(),
trial_end: z.number().optional(),
proration_behavior: z.enum(['create_prorations', 'none', 'always_invoice']).optional(),
billing_cycle_anchor: z.enum(['now', 'unchanged']).optional(),
pause_collection: z.object({
behavior: z.enum(['keep_as_draft', 'mark_uncollectible', 'void']),
resumes_at: z.number().optional()
}).optional().describe('Pause the subscription'),
promotion_code: z.string().optional(),
payment_settings: z.object({
save_default_payment_method: z.enum(['on_subscription', 'off']).optional(),
payment_method_types: z.array(z.string()).optional()
}).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { subscription_id, ...data } = args;
return await client.update<Subscription>('/subscriptions', subscription_id, data);
}
},
{
name: 'stripe_cancel_subscription',
description: 'Cancel a subscription',
inputSchema: z.object({
subscription_id: z.string().describe('The ID of the subscription to cancel'),
cancel_at_period_end: z.boolean().optional().describe('Cancel at end of period (default false = immediate)'),
prorate: z.boolean().optional().describe('Whether to prorate (default true)'),
invoice_now: z.boolean().optional().describe('Whether to invoice immediately (default false)')
}),
handler: async (client: StripeClient, args: any) => {
const { subscription_id, cancel_at_period_end, ...params } = args;
if (cancel_at_period_end) {
// Update to cancel at period end
return await client.update<Subscription>('/subscriptions', subscription_id, { cancel_at_period_end: true });
} else {
// Immediate cancellation
return await client.delete<Subscription>(`/subscriptions/${subscription_id}`, params);
}
}
},
{
name: 'stripe_resume_subscription',
description: 'Resume a paused subscription',
inputSchema: z.object({
subscription_id: z.string().describe('The ID of the subscription to resume'),
proration_behavior: z.enum(['create_prorations', 'none', 'always_invoice']).optional()
}),
handler: async (client: StripeClient, args: any) => {
const { subscription_id, ...data } = args;
return await client.update<Subscription>('/subscriptions', subscription_id, {
...data,
pause_collection: null as any // Remove pause
});
}
},
{
name: 'stripe_list_subscription_items',
description: 'List all items for a subscription',
inputSchema: z.object({
subscription: z.string().describe('Subscription ID'),
limit: z.number().min(1).max(100).optional().describe('Number of items to return (1-100)'),
starting_after: z.string().optional(),
ending_before: z.string().optional()
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<SubscriptionItem>('/subscription_items', args);
}
}
];

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// Placeholder - tools to be implemented
export default [];
import { z } from 'zod';
import { StripeClient } from '../clients/stripe.js';
import { WebhookEndpoint } from '../types/index.js';
const metadataSchema = z.record(z.string()).optional().describe('Set of key-value pairs for storing additional information');
export default [
{
name: 'stripe_list_webhook_endpoints',
description: 'List all webhook endpoints',
inputSchema: z.object({
limit: z.number().min(1).max(100).optional().describe('Number of webhook endpoints to return (1-100)'),
starting_after: z.string().optional().describe('Cursor for pagination'),
ending_before: z.string().optional().describe('Cursor for pagination')
}),
handler: async (client: StripeClient, args: any) => {
return await client.list<WebhookEndpoint>('/webhook_endpoints', args);
}
},
{
name: 'stripe_get_webhook_endpoint',
description: 'Retrieve a specific webhook endpoint by ID',
inputSchema: z.object({
webhook_endpoint_id: z.string().describe('The ID of the webhook endpoint to retrieve'),
expand: z.array(z.string()).optional().describe('Fields to expand')
}),
handler: async (client: StripeClient, args: any) => {
const { webhook_endpoint_id, expand } = args;
const params = expand ? { expand } : undefined;
return await client.retrieve<WebhookEndpoint>('/webhook_endpoints', webhook_endpoint_id, params);
}
},
{
name: 'stripe_create_webhook_endpoint',
description: 'Create a new webhook endpoint',
inputSchema: z.object({
url: z.string().url().describe('The URL to send webhook events to'),
enabled_events: z.array(z.string()).describe('Array of event types to subscribe to (e.g., ["charge.succeeded", "customer.created"]). Use ["*"] for all events.'),
api_version: z.string().optional().describe('Stripe API version (e.g., "2024-01-18")'),
connect: z.boolean().optional().describe('Whether to receive events from connected accounts'),
description: z.string().optional().describe('Arbitrary description'),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
return await client.create<WebhookEndpoint>('/webhook_endpoints', args, {
idempotencyKey: client.generateIdempotencyKey()
});
}
},
{
name: 'stripe_update_webhook_endpoint',
description: 'Update a webhook endpoint',
inputSchema: z.object({
webhook_endpoint_id: z.string().describe('The ID of the webhook endpoint to update'),
url: z.string().url().optional().describe('New URL'),
enabled_events: z.array(z.string()).optional().describe('New array of event types'),
disabled: z.boolean().optional().describe('Disable the webhook endpoint'),
description: z.string().optional(),
metadata: metadataSchema
}),
handler: async (client: StripeClient, args: any) => {
const { webhook_endpoint_id, ...data } = args;
return await client.update<WebhookEndpoint>('/webhook_endpoints', webhook_endpoint_id, data);
}
},
{
name: 'stripe_delete_webhook_endpoint',
description: 'Delete a webhook endpoint',
inputSchema: z.object({
webhook_endpoint_id: z.string().describe('The ID of the webhook endpoint to delete')
}),
handler: async (client: StripeClient, args: any) => {
return await client.remove('/webhook_endpoints', args.webhook_endpoint_id);
}
}
];