mcp-servers/mcp-gateway/erpnext-mcp/src/tools/selling.ts

import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
import { ERPNextClient, truncateResponse } from "../services/erpnext-client.js";
import { z } from "zod";

export function registerSellingTools(server: McpServer, client: ERPNextClient): void {

  // ─── 23. Make Sales Invoice from Sales Order ───────────
  server.registerTool(
    "erpnext_make_sales_invoice_from_so",
    {
      title: "Make Sales Invoice from Sales Order",
      description: `Create a Sales Invoice from a submitted Sales Order.`,
      inputSchema: z.object({ source_name: z.string().describe("Sales Order name") }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod(
          "erpnext.selling.doctype.sales_order.sales_order.make_sales_invoice",
          { source_name: params.source_name }
        );
        return { content: [{ type: "text", text: `Sales Invoice draft created from ${params.source_name}:\n${JSON.stringify(result, null, 2).slice(0, 3000)}` }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 24. Make Delivery Note from Sales Order ───────────
  server.registerTool(
    "erpnext_make_delivery_note_from_so",
    {
      title: "Make Delivery Note from Sales Order",
      description: `Create a Delivery Note from a submitted Sales Order.`,
      inputSchema: z.object({ source_name: z.string().describe("Sales Order name") }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod(
          "erpnext.selling.doctype.sales_order.sales_order.make_delivery_note",
          { source_name: params.source_name }
        );
        return { content: [{ type: "text", text: `Delivery Note draft created from ${params.source_name}:\n${JSON.stringify(result, null, 2).slice(0, 3000)}` }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 25. Make Material Request from Sales Order ────────
  server.registerTool(
    "erpnext_make_material_request_from_so",
    {
      title: "Make Material Request from Sales Order",
      description: `Create a Material Request from a Sales Order.`,
      inputSchema: z.object({ source_name: z.string() }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod(
          "erpnext.selling.doctype.sales_order.sales_order.make_material_request",
          { source_name: params.source_name }
        );
        return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 26. Close/Reopen Sales Order ──────────────────────
  server.registerTool(
    "erpnext_update_sales_order_status",
    {
      title: "Close/Reopen Sales Order",
      description: `Close or reopen a Sales Order.`,
      inputSchema: z.object({
        name: z.string(),
        status: z.enum(["Closed", "Re-open"]),
      }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: true, openWorldHint: true },
    },
    async (params) => {
      try {
        await client.callMethod("erpnext.selling.doctype.sales_order.sales_order.update_status", {
          status: params.status === "Re-open" ? "Draft" : params.status,
          name: params.name,
        });
        return { content: [{ type: "text", text: `Sales Order ${params.name} ${params.status === "Closed" ? "closed" : "reopened"}.` }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 27. Make Quotation ────────────────────────────────
  server.registerTool(
    "erpnext_make_quotation",
    {
      title: "Create Quotation",
      description: `Create a Quotation for a customer.

Args:
  - party_name: Customer or Lead name
  - company: Company name
  - items: Array of {item_code, qty, rate?, warehouse?}
  - quotation_to: "Customer" or "Lead" (default "Customer")`,
      inputSchema: z.object({
        party_name: z.string(),
        company: z.string(),
        items: z.array(z.object({
          item_code: z.string(),
          qty: z.number(),
          rate: z.number().optional(),
          warehouse: z.string().optional(),
        })),
        quotation_to: z.enum(["Customer", "Lead"]).default("Customer"),
        transaction_date: z.string().optional(),
      }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
    },
    async (params) => {
      try {
        const doc = await client.createDocument("Quotation", {
          quotation_to: params.quotation_to,
          party_name: params.party_name,
          company: params.company,
          transaction_date: params.transaction_date,
          items: params.items,
        });
        return { content: [{ type: "text", text: `Created Quotation: ${doc.name}` }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 28. Make Sales Order from Quotation ───────────────
  server.registerTool(
    "erpnext_make_sales_order_from_quotation",
    {
      title: "Make Sales Order from Quotation",
      description: `Create a Sales Order from a submitted Quotation.`,
      inputSchema: z.object({ source_name: z.string().describe("Quotation name") }).strict(),
      annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod(
          "erpnext.selling.doctype.quotation.quotation.make_sales_order",
          { source_name: params.source_name }
        );
        return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 29. Sales Funnel Data ─────────────────────────────
  server.registerTool(
    "erpnext_get_sales_funnel",
    {
      title: "Get Sales Funnel Data",
      description: `Get sales funnel data showing opportunity pipeline.`,
      inputSchema: z.object({
        from_date: z.string(),
        to_date: z.string(),
        company: z.string(),
      }).strict(),
      annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod(
          "erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data",
          params
        );
        return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );

  // ─── 30. Get Item Details for Transaction ──────────────
  server.registerTool(
    "erpnext_get_item_details",
    {
      title: "Get Item Details for Transaction",
      description: `Get item details including pricing, tax, and availability for a transaction context.

Args:
  - item_code: Item code
  - company: Company name
  - doctype: Parent doctype (e.g. "Sales Order", "Purchase Order")
  - customer: Customer name (for selling)
  - supplier: Supplier name (for buying)
  - price_list: Price list name
  - warehouse: Warehouse name`,
      inputSchema: z.object({
        item_code: z.string(),
        company: z.string(),
        doctype: z.string().default("Sales Order"),
        customer: z.string().optional(),
        supplier: z.string().optional(),
        price_list: z.string().optional(),
        warehouse: z.string().optional(),
        currency: z.string().optional(),
        conversion_rate: z.number().optional(),
      }).strict(),
      annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
    },
    async (params) => {
      try {
        const result = await client.callMethod("erpnext.stock.get_item_details.get_item_details", {
          args: {
            item_code: params.item_code,
            company: params.company,
            doctype: params.doctype,
            customer: params.customer,
            supplier: params.supplier,
            selling_price_list: params.price_list,
            buying_price_list: params.price_list,
            warehouse: params.warehouse,
            currency: params.currency,
            conversion_rate: params.conversion_rate,
          },
        });
        return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
      } catch (error) {
        return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
      }
    }
  );
}