/**
* Report-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 GetProfitLossInputSchema = z.object({
start_date: z.string().describe("Start date (YYYY-MM-DD)"),
end_date: z.string().describe("End date (YYYY-MM-DD)"),
response_format: ResponseFormatSchema
}).strict();
export const getProfitLoss = {
name: "qbo_profit_loss_report",
description: {
title: "Get Profit & Loss Report",
description: `Generate a Profit & Loss (Income Statement) report.
Args:
- start_date: Report start date (YYYY-MM-DD)
- end_date: Report end date (YYYY-MM-DD)
- response_format: 'markdown' or 'json'
Returns:
P&L report with Income, Cost of Goods Sold, Expenses, and Net Income`,
inputSchema: GetProfitLossInputSchema,
annotations: {
readOnlyHint: true,
destructiveHint: false,
idempotentHint: true,
openWorldHint: true
}
},
handler: async (params: z.infer<typeof GetProfitLossInputSchema>, client: QuickBooksClient) => {
try {
const report = await client.getProfitAndLossReport(params.start_date, params.end_date);
if (params.response_format === "json") {
return { content: [{ type: "text", text: JSON.stringify(report, null, 2) }] };
}
return {
content: [{
type: "text",
text: `# Profit & Loss Report\n**Period:** ${params.start_date} to ${params.end_date}\n\n` +
`## Summary\n` +
`- **Total Income:** $${(report.totalIncome || 0).toFixed(2)}\n` +
`- **Total COGS:** $${(report.totalCOGS || 0).toFixed(2)}\n` +
`- **Gross Profit:** $${(report.grossProfit || 0).toFixed(2)}\n` +
`- **Total Expenses:** $${(report.totalExpenses || 0).toFixed(2)}\n` +
`- **Net Income:** $${(report.netIncome || 0).toFixed(2)}\n`
}]
};
} catch (error: unknown) {
const message = error instanceof Error ? error.message : "Unknown error";
return { content: [{ type: "text", text: `Error: ${message}` }], isError: true };
}
}
};
