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Xero MCP Server

Official
MIT License
293
128
  • Apple
  • Linux
update-xero-quote.handler.ts3.26 kB
import { xeroClient } from "../clients/xero-client.js"; import { XeroClientResponse } from "../types/tool-response.js"; import { formatError } from "../helpers/format-error.js"; import { Quote, QuoteStatusCodes } from "xero-node"; import { getClientHeaders } from "../helpers/get-client-headers.js"; interface QuoteLineItem { description: string; quantity: number; unitAmount: number; accountCode: string; taxType: string; } async function getQuote(quoteId: string): Promise<Quote | undefined> { await xeroClient.authenticate(); // First, get the current quote to check its status const response = await xeroClient.accountingApi.getQuote( xeroClient.tenantId, // tenantId quoteId, // quoteId getClientHeaders(), // options ); return response.body.quotes?.[0]; } async function updateQuote( quoteId: string, lineItems?: QuoteLineItem[], reference?: string, terms?: string, title?: string, summary?: string, quoteNumber?: string, contactId?: string, date?: string, expiryDate?: string, existingQuote?: Quote ): Promise<Quote | undefined> { // Create quote object with only the fields that are being updated const quote: Quote = { lineItems: lineItems, reference: reference, terms: terms, title: title, summary: summary, quoteNumber: quoteNumber, expiryDate: expiryDate, }; // Only add contact if contactId is provided, otherwise use existing if (contactId) { quote.contact = { contactID: contactId }; } else if (existingQuote?.contact) { quote.contact = existingQuote.contact; } // Only add date if provided, otherwise use existing if (date) { quote.date = date; } else if (existingQuote?.date) { quote.date = existingQuote.date; } const response = await xeroClient.accountingApi.updateQuote( xeroClient.tenantId, quoteId, // quoteId { quotes: [quote], }, // quotes undefined, // idempotencyKey getClientHeaders(), // options ); return response.body.quotes?.[0]; } /** * Update an existing quote in Xero */ export async function updateXeroQuote( quoteId: string, lineItems?: QuoteLineItem[], reference?: string, terms?: string, title?: string, summary?: string, quoteNumber?: string, contactId?: string, date?: string, expiryDate?: string, ): Promise<XeroClientResponse<Quote>> { try { const existingQuote = await getQuote(quoteId); const quoteStatus = existingQuote?.status; // Only allow updates to DRAFT quotes if (quoteStatus !== QuoteStatusCodes.DRAFT) { return { result: null, isError: true, error: `Cannot update quote because it is not a draft. Current status: ${quoteStatus}`, }; } const updatedQuote = await updateQuote( quoteId, lineItems, reference, terms, title, summary, quoteNumber, contactId, date, expiryDate, existingQuote ); if (!updatedQuote) { throw new Error("Quote update failed."); } return { result: updatedQuote, isError: false, error: null, }; } catch (error) { return { result: null, isError: true, error: formatError(error), }; } }

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