Norman Finance MCP Server

Instructions

Update an existing client.

Args:
    client_id: ID of the client to update
    name: Updated client name
    client_type: Updated client type ("business" or "private")
    address: Updated client physical address
    zip_code: Updated client postal/zip code
    email: Updated client email address
    country: Updated client country code (e.g. "DE")
    vat_number: Updated client VAT number
    city: Updated client city
    phone: Updated client phone number
    
Returns:
    Updated client record

Implementation Reference

• norman_mcp/tools/clients.py:130-204 (handler)

  The main handler function for the 'update_client' tool. It updates an existing client by fetching current data, applying only the provided field updates, and sending a PATCH request to the Norman API.

  @mcp.tool()
  async def update_client(
      ctx: Context,
      client_id: str,
      name: Optional[str] = None,
      client_type: Optional[str] = None,
      address: Optional[str] = None,
      zip_code: Optional[str] = None,
      email: Optional[str] = None,
      country: Optional[str] = None,
      vat_number: Optional[str] = None,
      city: Optional[str] = None,
      phone: Optional[str] = None
  ) -> Dict[str, Any]:
      """
      Update an existing client.
      
      Args:
          client_id: ID of the client to update
          name: Updated client name
          client_type: Updated client type ("business" or "private")
          address: Updated client physical address
          zip_code: Updated client postal/zip code
          email: Updated client email address
          country: Updated client country code (e.g. "DE")
          vat_number: Updated client VAT number
          city: Updated client city
          phone: Updated client phone number
          
      Returns:
          Updated client record
      """
      api = ctx.request_context.lifespan_context["api"]
      company_id = api.company_id
      
      if not company_id:
          return {"error": "No company available. Please authenticate first."}
      
      if client_type and client_type not in ["business", "private"]:
          return {"error": "client_type must be either 'business' or 'private'"}
      
      client_url = urljoin(
          config.api_base_url, 
          f"api/v1/companies/{company_id}/clients/{client_id}/"
      )
      
      # Get current client data
      current_data = api._make_request("GET", client_url)
      
      # Update only provided fields
      update_data = {}
      if name:
          update_data["name"] = name
      if client_type:
          update_data["clientType"] = client_type
      if email:
          update_data["email"] = email
      if phone:
          update_data["phone"] = phone
      if vat_number:
          update_data["vatNumber"] = vat_number
      if address:
          update_data["address"] = address
      if zip_code:
          update_data["zipCode"] = zip_code
      if country:
          update_data["country"] = country
      if city:
          update_data["city"] = city
      
      # If no fields provided, return current data
      if not update_data:
          return {"message": "No fields provided for update.", "client": current_data}
      
      return api._make_request("PATCH", client_url, json_data=update_data)

• norman_mcp/server.py:328-328 (registration)

  Calls register_client_tools(server) which registers the update_client tool (along with other client tools) with the MCP server instance.

  register_client_tools(server)