import { createQuickbooksAccount } from "../handlers/create-quickbooks-account.handler.js";
import { ToolDefinition } from "../types/tool-definition.js";
import { z } from "zod";
const toolName = "create_account";
const toolTitle = "Create Account";
const toolDescription = `Create a new Chart of Accounts entry in QuickBooks Online. Accounts are used to categorize and track financial transactions across all areas of the business.
**Why use this tool:**
- Add new accounts to your chart of accounts
- Create specific accounts for tracking income/expenses
- Set up bank or credit card accounts
- Establish asset or liability accounts
- Create equity accounts for ownership tracking
- Build customized chart of accounts structure
**When to use:**
- Setting up new bank accounts in QuickBooks
- Creating expense categories for better tracking
- Adding income accounts for revenue streams
- Establishing asset accounts for fixed assets
- Creating liability accounts for loans/payables
- Customizing chart of accounts for your business
**Required Parameters:**
- name: Account name (e.g., "Office Supplies Expense")
- account_type: Account type from QuickBooks list
- account_sub_type: Sub-type providing more specific classification
**Optional Parameters:**
- description: Account description
- acct_num: Account number for organizing
- parent_ref: Parent account ID for sub-accounts
- currency_ref: Currency for multi-currency (defaults to home currency)
**Account Types:**
- **Asset**: Bank, Other Current Asset, Fixed Asset, Other Asset
- **Liability**: Accounts Payable, Credit Card, Other Current Liability, Long Term Liability
- **Equity**: Equity
- **Income**: Income, Other Income
- **Expense**: Expense, Other Expense, Cost of Goods Sold
**Example usage:**
1. Create expense account:
{
"name": "Marketing Expense",
"account_type": "Expense",
"account_sub_type": "AdvertisingPromotional",
"description": "Marketing and advertising costs"
}
2. Create bank account:
{
"name": "Business Checking",
"account_type": "Bank",
"account_sub_type": "Checking",
"acct_num": "1000"
}
3. Create income account:
{
"name": "Consulting Revenue",
"account_type": "Income",
"account_sub_type": "ServiceFeeIncome",
"description": "Revenue from consulting services"
}
4. Create sub-account:
{
"name": "Office Rent",
"account_type": "Expense",
"account_sub_type": "Rent",
"parent_ref": { "value": "67" }
}
5. Create credit card account:
{
"name": "Business Credit Card",
"account_type": "Credit Card",
"account_sub_type": "CreditCard",
"acct_num": "2000"
}
**Returns:**
- Created Account object with QuickBooks-assigned ID
- Account details including Name, AccountType, AccountSubType
- Active status (defaults to true)
- CurrentBalance (starts at 0)
- MetaData with creation timestamp
- SyncToken for future updates`;
const inputSchema = {
name: z.string().min(1),
type: z.string().min(1),
sub_type: z.string().optional(),
description: z.string().optional(),
};
const outputSchema = {
success: z.boolean().describe("Whether the operation was successful"),
data: z.any().optional().describe("The result data"),
error: z.string().optional().describe("Error message if operation failed"),
};
const toolHandler = async (
params: z.infer<z.ZodObject<typeof inputSchema>>
) => {
const response = await createQuickbooksAccount(params);
if (response.isError) {
const output = {
success: false,
error: response.error || "Unknown error occurred",
};
return {
content: [
{
type: "text" as const,
text: JSON.stringify(output, null, 2),
},
],
structuredContent: output,
isError: true,
};
}
return {
content: [
{ type: "text" as const, text: `Account created successfully:` },
{
type: "text" as const,
text: JSON.stringify(response.result, null, 2),
},
],
};
};
export const CreateAccountTool: ToolDefinition<
typeof inputSchema,
typeof outputSchema
> = {
name: toolName,
title: toolTitle,
description: toolDescription,
inputSchema: inputSchema,
outputSchema: outputSchema,
handler: toolHandler,
};
