Extend AI Toolkit MCP Server

from typing import Dict, Optional, List from pydantic import BaseModel, Field class GetVirtualCards(BaseModel): """Schema for the `get_virtual_cards` operation.""" page: int = Field( 0, description="Pagination page number, default is 0." ) per_page: int = Field( 10, description="Number of items per page, default is 10." ) status: Optional[str] = Field( None, description="Filter virtual cards by status. Options: ACTIVE, CANCELLED, PENDING, EXPIRED, CLOSED, CONSUMED." ) recipient: Optional[str] = Field( None, description="Filter virtual cards by recipient identifier." ) search_term: Optional[str] = Field( None, description="Search term to filter virtual cards." ) sort_field: Optional[str] = Field( None, description="Field to sort by: 'createdAt', 'updatedAt', 'balanceCents', 'displayName', 'type', or 'status'." ) sort_direction: Optional[str] = Field( None, description="Sort direction, ASC or DESC." ) class GetVirtualCardDetail(BaseModel): """Schema for the `get_virtual_card_detail` operation.""" virtual_card_id: str = Field( ..., description="The ID of the virtual card." ) class CloseVirtualCard(BaseModel): """Schema for the `close_virtual_card` operation.""" virtual_card_id: str = Field( ..., description="The ID of the virtual card to close." ) class CancelVirtualCard(BaseModel): """Schema for the `cancel_virtual_card` operation.""" virtual_card_id: str = Field( ..., description="The ID of the virtual card to cancel." ) class GetTransactions(BaseModel): """Schema for the `get_transactions` operation.""" page: int = Field( 0, description="Pagination page number, default is 0." ) per_page: int = Field( 50, description="Number of transactions per page, default is 50." ) from_date: Optional[str] = Field( None, description="Start date to filter transactions (YYYY-MM-DD)." ) to_date: Optional[str] = Field( None, description="End date to filter transactions (YYYY-MM-DD)." ) status: Optional[str] = Field( None, description="Filter transactions by status (e.g., PENDING, CLEARED, DECLINED, etc.)." ) virtual_card_id: Optional[str] = Field( None, description="Filter transactions by a specific virtual card ID." ) min_amount_cents: Optional[int] = Field( None, description="Minimum transaction amount in cents." ) max_amount_cents: Optional[int] = Field( None, description="Maximum transaction amount in cents." ) receipt_missing: Optional[bool] = Field( None, description="Filter transactions by whether they are missing a receipt." ) search_term: Optional[str] = Field( None, description="Filter transactions by search term." ) sort_field: Optional[str] = Field( None, description="Field to sort by, with optional direction. Use 'recipientName', 'merchantName', 'amount', 'date' for ASC. Use '-recipientName', '-merchantName', '-amount', '-date' for DESC." ) class GetTransactionDetail(BaseModel): """Schema for the `get_transaction_detail` operation.""" transaction_id: str = Field( ..., description="The ID of the transaction to retrieve details for." ) class ProposeTransactionExpenseData(BaseModel): """Schema for the `propose_transaction_expense_data` operation.""" transaction_id: str = Field( ..., description="The unique identifier of the transaction." ) data: Dict = Field( ..., description=( "A dictionary representing the expense details to propose. " "Expected format: {'expenseDetails': [{'categoryId': str, 'labelId': str}]}." ) ) class ProposeTransactionExpenseDataResponse(BaseModel): """Response schema for the `propose_transaction_expense_data` operation.""" status: str = Field( default="pending_confirmation", description="Status of the expense data proposal." ) transaction_id: str = Field( ..., description="The unique identifier of the transaction." ) confirmation_token: str = Field( ..., description="The unique token required to confirm this expense data update." ) expires_at: str = Field( ..., description="ISO-8601 timestamp when this proposal expires." ) proposed_categories: List[Dict] = Field( ..., description="List of proposed expense categories and labels." ) class ConfirmTransactionExpenseData(BaseModel): """Schema for the `confirm_transaction_expense_data` operation.""" confirmation_token: str = Field( ..., description="The unique token from the proposal step that was shared with the user." ) class UpdateTransactionExpenseData(BaseModel): """Schema for the `update_transaction_expense_data` operation.""" transaction_id: str = Field( ..., description="The unique identifier of the transaction." ) user_confirmed_data_values: bool = Field( ..., description="Indicates whether or not the user has confirmed the specific values used in the data argument." ) data: Dict = Field( ..., description=( "A dictionary representing the expense details to update. " "Expected format: {'expenseDetails': [{'categoryId': str, 'labelId': str}]}." ) ) class GetCreditCards(BaseModel): """Schema for the `get_credit_cards` operation.""" page: int = Field( 0, description="Pagination page number, default is 0." ) per_page: int = Field( 10, description="Number of credit cards per page, default is 10." ) status: Optional[str] = Field( None, description="Filter credit cards by status." ) search_term: Optional[str] = Field( None, description="Search term to filter credit cards." ) sort_direction: Optional[str] = Field( None, description="Sort direction, ASC or DESC." ) class GetCreditCardDetail(BaseModel): """Schema for the `get_credit_card_detail` operation.""" credit_card_id: str = Field( ..., description="The ID of the credit card to retrieve details for." ) class GetExpenseCategories(BaseModel): """Schema for the `get_expense_categories` operation.""" active: Optional[bool] = Field( None, description="Filter categories by active status." ) required: Optional[bool] = Field( None, description="Filter categories by required status." ) search: Optional[str] = Field( None, description="Search term to filter categories." ) sort_field: Optional[str] = Field( None, description="Field to sort the categories by." ) sort_direction: Optional[str] = Field( None, description="Direction to sort the categories (ASC or DESC)." ) class GetExpenseCategory(BaseModel): """Schema for the `get_expense_category` operation.""" category_id: str = Field( ..., description="The ID of the expense category." ) class GetExpenseCategoryLabels(BaseModel): """Schema for the `get_expense_category_labels` operation.""" category_id: str = Field( ..., description="The ID of the expense category." ) page: Optional[int] = Field( 0, description="Pagination page number, default is 0." ) per_page: Optional[int] = Field( 10, description="Number of labels per page, default is 10." ) active: Optional[bool] = Field( None, description="Filter labels by active status." ) search: Optional[str] = Field( None, description="Search term to filter labels." ) sort_field: Optional[str] = Field( None, description="Field to sort labels by." ) sort_direction: Optional[str] = Field( None, description="Direction to sort the labels (ASC or DESC)." ) class CreateExpenseCategory(BaseModel): """Schema for the `create_expense_category` operation.""" name: str = Field( ..., description="The name of the expense category." ) code: str = Field( ..., description="A unique code for the expense category." ) required: bool = Field( ..., description="Indicates whether the expense category is required." ) active: Optional[bool] = Field( None, description="The active status of the category." ) free_text_allowed: Optional[bool] = Field( None, description="Indicates if free text is allowed." ) class CreateExpenseCategoryLabel(BaseModel): """Schema for the `create_expense_category_label` operation.""" category_id: str = Field( ..., description="The ID of the expense category." ) name: str = Field( ..., description="The name of the expense category label." ) code: str = Field( ..., description="A unique code for the expense category label." ) active: bool = Field( True, description="The active status of the label (defaults to True)." ) class UpdateExpenseCategory(BaseModel): """Schema for the `update_expense_category` operation.""" category_id: str = Field( ..., description="The ID of the expense category to update." ) name: Optional[str] = Field( None, description="The new name for the expense category." ) active: Optional[bool] = Field( None, description="The updated active status." ) required: Optional[bool] = Field( None, description="The updated required status." ) free_text_allowed: Optional[bool] = Field( None, description="Indicates if free text is allowed." ) class UpdateExpenseCategoryLabel(BaseModel): """Schema for the `update_expense_category_label` operation.""" category_id: str = Field( ..., description="The ID of the expense category." ) label_id: str = Field( ..., description="The ID of the expense category label to update." ) name: Optional[str] = Field( None, description="The new name for the label." ) active: Optional[bool] = Field( None, description="The updated active status of the label." ) class CreateReceiptAttachmentSchema(BaseModel): """Schema for the `create_receipt_attachment` operation.""" file_path: str = Field( ..., description="File path for the receipt attachment to be uploaded via multipart form data." ) transaction_id: Optional[str] = Field( ..., description="The optional unique identifier of the transaction to attach the receipt to." ) class AutomatchReceiptsSchema(BaseModel): """Schema for the `automatch_receipts` operation.""" receipt_attachment_ids: List[str] = Field( ..., description="A list of receipt attachment IDs to be automatched." ) class GetAutomatchStatusSchema(BaseModel): """Schema for the `get_automatch_status` operation.""" job_id: str = Field( ..., description="The unique identifier of the automatch job whose status is to be retrieved." ) class SendReceiptReminderSchema(BaseModel): """Schema for the `send_receipt_reminder` operation.""" transaction_id: str = Field( ..., description="The unique identifier of the transaction to send a receipt reminder for." )