Accounting Practice MCP Server

#!/usr/bin/env python3 """ Test script for Accounting Practice MCP Server Tests core functionality without requiring full MCP client setup """ import asyncio import json import sys import os # Add the server directory to the path sys.path.append('server') # Import the tool classes directly from tools.client_mgmt.client_tools import ClientManagementTools from tools.bookkeeping.bookkeeping_tools import BookkeepingTools from tools.tax.tax_tools import TaxTools from tools.payroll.payroll_tools import PayrollTools from tools.sales_tax.sales_tax_tools import SalesTaxTools from tools.integrations.integration_tools import IntegrationTools async def test_client_management(): """Test client management functionality""" print("🧪 Testing Client Management Tools...") client_mgmt = ClientManagementTools() # Test creating a new client client_data = { "business_name": "Test Company LLC", "contact_name": "John Doe", "email": "john@testcompany.com", "entity_type": "LLC", "state": "TX", "industry": "Consulting" } result = await client_mgmt.update_client_profile("TEST001", client_data) print(f"✅ Client Creation: {result}") # Test retrieving client info client_info = await client_mgmt.get_client_info("TEST001") print(f"✅ Client Info: {json.dumps(client_info, indent=2)}") # Test getting deadlines deadlines = await client_mgmt.get_client_deadlines("TEST001") print(f"✅ Client Deadlines: {json.dumps(deadlines, indent=2)}") return True async def test_tax_calculations(): """Test tax calculation functionality""" print("\n💰 Testing Tax Calculation Tools...") tax_tools = TaxTools() # Test tax liability calculation result = await tax_tools.calculate_tax_liability("TEST001", 2024, "ytd_annualized") print(f"✅ Tax Liability: {json.dumps(result, indent=2)}") # Test deduction optimization expense_data = { "Office Supplies": {"General": 2500, "Equipment": 1200}, "Travel": {"Airfare": 3500, "Lodging": 2800}, "Equipment": {"Computer": 5000, "Software": 1500} } deduction_result = await tax_tools.optimize_deductions("TEST001", 2024, expense_data) print(f"✅ Deduction Optimization: {json.dumps(deduction_result, indent=2)}") return True async def test_payroll_processing(): """Test payroll processing functionality""" print("\n💼 Testing Payroll Processing Tools...") payroll_tools = PayrollTools() # Test payroll calculation employee_data = [ { "employee_id": "EMP001", "first_name": "Jane", "last_name": "Smith", "hours_worked": 80, "overtime_hours": 5, "hourly_rate": 25.00, "filing_status": "single", "allowances": 1 }, { "employee_id": "EMP002", "first_name": "Bob", "last_name": "Johnson", "salary_type": "salary", "salary_amount": 65000, "filing_status": "married", "allowances": 2 } ] result = await payroll_tools.calculate_payroll("TEST001", "2024-01-01 to 2024-01-15", employee_data) print(f"✅ Payroll Calculation: {json.dumps(result, indent=2)}") return True async def test_sales_tax(): """Test sales tax functionality""" print("\n🏛️ Testing Sales Tax Tools...") sales_tax_tools = SalesTaxTools() # Test sales tax calculation transactions = [ {"state": "TX", "amount": 1000, "taxable": True}, {"state": "CA", "amount": 2500, "taxable": True}, {"state": "FL", "amount": 1500, "taxable": False} ] result = await sales_tax_tools.calculate_sales_tax("TEST001", "2024-01", transactions) print(f"✅ Sales Tax Calculation: {json.dumps(result, indent=2)}") # Test nexus analysis nexus_result = await sales_tax_tools.nexus_analysis("TEST001") print(f"✅ Nexus Analysis: {json.dumps(nexus_result, indent=2)}") return True async def test_integrations(): """Test integration functionality""" print("\n🔄 Testing Integration Tools...") integration_tools = IntegrationTools() # Test QuickBooks sync (mock) result = await integration_tools.quickbooks_sync("TEST001", "import", ["customers", "vendors"]) print(f"✅ QuickBooks Sync: {json.dumps(result, indent=2)}") return True async def create_sample_data(): """Create sample CSV file for testing""" print("\n📄 Creating Sample Bank Statement...") sample_csv = """Date,Description,Amount,Reference 2024-01-02,"AMAZON.COM AMZN.COM/BILL",-45.67, 2024-01-03,"DEPOSIT PAYROLL",2500.00,DEP001 2024-01-05,"SHELL OIL #1234",-65.43, 2024-01-08,"OFFICE DEPOT #567",-123.45, 2024-01-10,"RESTAURANT ABC",-78.90, 2024-01-12,"VERIZON WIRELESS",-89.99, 2024-01-15,"CLIENT PAYMENT",1500.00,CHK001 2024-01-18,"BANK SERVICE FEE",-15.00, 2024-01-20,"GOOGLE ADS",-250.00, 2024-01-22,"HOTEL BOOKING",-189.50,""" with open("sample_bank_statement.csv", "w") as f: f.write(sample_csv) print("✅ Sample bank statement created: sample_bank_statement.csv") return True async def test_bank_statement_processing(): """Test bank statement processing""" print("\n📊 Testing Bank Statement Processing...") bookkeeping_tools = BookkeepingTools() # Test processing the sample CSV result = await bookkeeping_tools.process_bank_statement("TEST001", "sample_bank_statement.csv", "checking") print(f"✅ Bank Statement Processing: {json.dumps(result, indent=2)}") # Test account reconciliation reconcile_result = await bookkeeping_tools.reconcile_accounts("TEST001", "checking", "2024-01") print(f"✅ Account Reconciliation: {json.dumps(reconcile_result, indent=2)}") return True async def main(): """Run all tests""" print("🚀 Starting Accounting Practice MCP Server Tests...\n") try: # Create sample data first await create_sample_data() # Run all tests await test_client_management() await test_bank_statement_processing() await test_tax_calculations() await test_payroll_processing() await test_sales_tax() await test_integrations() print("\n🎉 All tests completed successfully!") print("\n📋 Test Summary:") print("✅ Client Management - Working") print("✅ Bank Statement Processing - Working") print("✅ Tax Calculations - Working") print("✅ Payroll Processing - Working") print("✅ Sales Tax Tools - Working") print("✅ Integration Tools - Working") print("\n🚀 Your MCP server is ready for production use!") except Exception as e: print(f"❌ Test failed: {str(e)}") import traceback traceback.print_exc() if __name__ == "__main__": asyncio.run(main())