Add erpnext-mcp/src/tools/selling.ts
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238
erpnext-mcp/src/tools/selling.ts
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238
erpnext-mcp/src/tools/selling.ts
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import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
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import { ERPNextClient, truncateResponse } from "../services/erpnext-client.js";
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import { z } from "zod";
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export function registerSellingTools(server: McpServer, client: ERPNextClient): void {
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// ─── 23. Make Sales Invoice from Sales Order ───────────
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server.registerTool(
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"erpnext_make_sales_invoice_from_so",
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{
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title: "Make Sales Invoice from Sales Order",
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description: `Create a Sales Invoice from a submitted Sales Order.`,
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inputSchema: z.object({ source_name: z.string().describe("Sales Order name") }).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod(
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"erpnext.selling.doctype.sales_order.sales_order.make_sales_invoice",
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{ source_name: params.source_name }
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);
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return { content: [{ type: "text", text: `Sales Invoice draft created from ${params.source_name}:\n${JSON.stringify(result, null, 2).slice(0, 3000)}` }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 24. Make Delivery Note from Sales Order ───────────
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server.registerTool(
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"erpnext_make_delivery_note_from_so",
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{
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title: "Make Delivery Note from Sales Order",
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description: `Create a Delivery Note from a submitted Sales Order.`,
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inputSchema: z.object({ source_name: z.string().describe("Sales Order name") }).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod(
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"erpnext.selling.doctype.sales_order.sales_order.make_delivery_note",
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{ source_name: params.source_name }
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);
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return { content: [{ type: "text", text: `Delivery Note draft created from ${params.source_name}:\n${JSON.stringify(result, null, 2).slice(0, 3000)}` }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 25. Make Material Request from Sales Order ────────
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server.registerTool(
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"erpnext_make_material_request_from_so",
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{
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title: "Make Material Request from Sales Order",
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description: `Create a Material Request from a Sales Order.`,
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inputSchema: z.object({ source_name: z.string() }).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod(
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"erpnext.selling.doctype.sales_order.sales_order.make_material_request",
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{ source_name: params.source_name }
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);
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return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 26. Close/Reopen Sales Order ──────────────────────
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server.registerTool(
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"erpnext_update_sales_order_status",
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{
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title: "Close/Reopen Sales Order",
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description: `Close or reopen a Sales Order.`,
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inputSchema: z.object({
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name: z.string(),
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status: z.enum(["Closed", "Re-open"]),
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}).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: true, openWorldHint: true },
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},
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async (params) => {
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try {
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await client.callMethod("erpnext.selling.doctype.sales_order.sales_order.update_status", {
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status: params.status === "Re-open" ? "Draft" : params.status,
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name: params.name,
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});
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return { content: [{ type: "text", text: `Sales Order ${params.name} ${params.status === "Closed" ? "closed" : "reopened"}.` }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 27. Make Quotation ────────────────────────────────
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server.registerTool(
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"erpnext_make_quotation",
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{
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title: "Create Quotation",
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description: `Create a Quotation for a customer.
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Args:
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- party_name: Customer or Lead name
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- company: Company name
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- items: Array of {item_code, qty, rate?, warehouse?}
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- quotation_to: "Customer" or "Lead" (default "Customer")`,
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inputSchema: z.object({
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party_name: z.string(),
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company: z.string(),
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items: z.array(z.object({
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item_code: z.string(),
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qty: z.number(),
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rate: z.number().optional(),
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warehouse: z.string().optional(),
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})),
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quotation_to: z.enum(["Customer", "Lead"]).default("Customer"),
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transaction_date: z.string().optional(),
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}).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
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},
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async (params) => {
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try {
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const doc = await client.createDocument("Quotation", {
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quotation_to: params.quotation_to,
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party_name: params.party_name,
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company: params.company,
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transaction_date: params.transaction_date,
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items: params.items,
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});
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return { content: [{ type: "text", text: `Created Quotation: ${doc.name}` }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 28. Make Sales Order from Quotation ───────────────
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server.registerTool(
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"erpnext_make_sales_order_from_quotation",
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{
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title: "Make Sales Order from Quotation",
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description: `Create a Sales Order from a submitted Quotation.`,
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inputSchema: z.object({ source_name: z.string().describe("Quotation name") }).strict(),
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annotations: { readOnlyHint: false, destructiveHint: false, idempotentHint: false, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod(
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"erpnext.selling.doctype.quotation.quotation.make_sales_order",
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{ source_name: params.source_name }
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);
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return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 29. Sales Funnel Data ─────────────────────────────
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server.registerTool(
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"erpnext_get_sales_funnel",
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{
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title: "Get Sales Funnel Data",
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description: `Get sales funnel data showing opportunity pipeline.`,
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inputSchema: z.object({
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from_date: z.string(),
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to_date: z.string(),
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company: z.string(),
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}).strict(),
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annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod(
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"erpnext.selling.page.sales_funnel.sales_funnel.get_funnel_data",
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params
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);
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return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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// ─── 30. Get Item Details for Transaction ──────────────
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server.registerTool(
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"erpnext_get_item_details",
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{
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title: "Get Item Details for Transaction",
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description: `Get item details including pricing, tax, and availability for a transaction context.
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Args:
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- item_code: Item code
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- company: Company name
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- doctype: Parent doctype (e.g. "Sales Order", "Purchase Order")
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- customer: Customer name (for selling)
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- supplier: Supplier name (for buying)
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- price_list: Price list name
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- warehouse: Warehouse name`,
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inputSchema: z.object({
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item_code: z.string(),
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company: z.string(),
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doctype: z.string().default("Sales Order"),
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customer: z.string().optional(),
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supplier: z.string().optional(),
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price_list: z.string().optional(),
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warehouse: z.string().optional(),
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currency: z.string().optional(),
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conversion_rate: z.number().optional(),
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}).strict(),
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annotations: { readOnlyHint: true, destructiveHint: false, idempotentHint: true, openWorldHint: true },
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},
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async (params) => {
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try {
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const result = await client.callMethod("erpnext.stock.get_item_details.get_item_details", {
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args: {
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item_code: params.item_code,
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company: params.company,
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doctype: params.doctype,
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customer: params.customer,
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supplier: params.supplier,
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selling_price_list: params.price_list,
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buying_price_list: params.price_list,
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warehouse: params.warehouse,
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currency: params.currency,
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conversion_rate: params.conversion_rate,
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},
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});
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return { content: [{ type: "text", text: truncateResponse(JSON.stringify(result, null, 2)) }] };
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} catch (error) {
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return { isError: true, content: [{ type: "text", text: `Error: ${(error as Error).message}` }] };
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}
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}
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);
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}
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