/**
* Account-related MCP tools
*/
import { z } from "zod";
import type { QuickBooksClient } from "../auth/oauth.js";
const ResponseFormatSchema = z.enum(["json", "markdown"]).default("markdown")
.describe("Output format: 'markdown' for human-readable or 'json' for structured data");
const GetAccountsInputSchema = z.object({
account_type: z.enum(["all", "Bank", "Accounts Receivable", "Accounts Payable", "Income", "Expense"])
.default("all").describe("Filter by account type"),
response_format: ResponseFormatSchema
}).strict();
export const listAccounts = {
name: "qbo_list_accounts",
description: {
title: "List QuickBooks Accounts",
description: `List chart of accounts from QuickBooks Online.
Args:
- account_type: Filter by type ('all', 'Bank', 'Accounts Receivable', etc.)
- response_format: 'markdown' or 'json'
Returns:
Account list with: Id, Name, AccountType, CurrentBalance`,
inputSchema: GetAccountsInputSchema,
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: true
}
},
handler: async (params: z.infer<typeof GetAccountsInputSchema>, client: QuickBooksClient) => {
try {
const accounts = await client.queryAccounts({
accountType: params.account_type === "all" ? undefined : params.account_type
});
if (params.response_format === "json") {
return { content: [{ type: "text", text: JSON.stringify(accounts, null, 2) }] };
}
const lines = ["# QuickBooks Chart of Accounts\n"];
// Group by type
const grouped = accounts.reduce((acc: Record<string, typeof accounts>, a) => {
const type = a.AccountType || "Other";
if (!acc[type]) acc[type] = [];
acc[type].push(a);
return acc;
}, {});
for (const [type, accts] of Object.entries(grouped)) {
lines.push(`## ${type}\n`);
for (const a of accts) {
lines.push(`- **${a.Name}** (ID: ${a.Id}): $${(a.CurrentBalance || 0).toFixed(2)}`);
}
lines.push("");
}
return { content: [{ type: "text", text: lines.join("\n") }] };
} catch (error: unknown) {
const message = error instanceof Error ? error.message : "Unknown error";
return { content: [{ type: "text", text: `Error: ${message}` }], isError: true };
}
}
};
