feat: MCP admin-level tools — Claude Code can manage the full agency
7 new WRITE MCP tools (15 total): - create_deal: create deals with value, stage, probability - update_deal_stage: move deals through the pipeline - create_task: create tasks with priority, assignee, estimate - log_time: log billable time entries with rate - create_invoice: create draft invoices with line items - finalize_invoice: lock + set to sent (GoBD Festschreibung) - run_recurring: trigger recurring invoice scheduler + license suspend Added scopes: crm.deal:write, finance.invoice:write, finance:write, projects:write Claude Code with an admin token can now: - Search companies, view pipeline, check invoices (read) - Create deals, tasks, log time, create+finalize invoices (write) - Run the recurring scheduler (admin) - Approve leads, create tickets (existing write tools) All actions audit-logged with actor 'mcp-agent'
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@@ -240,6 +240,242 @@ const TOOLS: McpTool[] = [
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return { id: ticket.id, number: ticket.number, status: ticket.status }
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},
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},
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// --- Admin write tools (agent can manage the full agency) ---
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{
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name: 'create_deal',
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description: 'Create a new deal in the CRM pipeline. Admin-level: full deal creation with value, stage, probability.',
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inputSchema: {
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type: 'object',
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properties: {
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companyId: { type: 'string', description: 'Company ID' },
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title: { type: 'string', description: 'Deal title' },
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valueCents: { type: 'integer', description: 'Deal value in euro cents (e.g. 980000 = 9800.00 €)' },
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stage: { type: 'string', enum: ['lead', 'qualified', 'proposal', 'negotiation', 'won', 'lost'], default: 'lead' },
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probability: { type: 'integer', description: 'Win probability 0-100', default: 10 },
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},
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required: ['companyId', 'title', 'valueCents'],
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},
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requiredScopes: ['crm.deal:write', 'mcp:write'],
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handler: async (args) => {
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const deal = await db.deal.create({
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data: {
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companyId: String(args.companyId),
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title: String(args.title),
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valueCents: Math.max(0, Math.round(Number(args.valueCents))),
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stage: String(args.stage ?? 'lead'),
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probability: Number(args.probability ?? 10),
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},
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})
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.deal:create', entity: 'Deal', entityId: deal.id,
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after: JSON.stringify({ title: deal.title, stage: deal.stage, valueCents: deal.valueCents }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: deal.id, title: deal.title, stage: deal.stage, valueCents: deal.valueCents }
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},
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},
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{
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name: 'create_task',
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description: 'Create a task in a project. Admin-level: assign tasks with priority and estimate.',
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inputSchema: {
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type: 'object',
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properties: {
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projectId: { type: 'string' },
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title: { type: 'string' },
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priority: { type: 'string', enum: ['low', 'medium', 'high'], default: 'medium' },
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assignee: { type: 'string' },
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estimateMin: { type: 'integer', description: 'Estimated minutes' },
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},
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required: ['projectId', 'title'],
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},
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requiredScopes: ['projects:write', 'mcp:write'],
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handler: async (args) => {
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const task = await db.task.create({
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data: {
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projectId: String(args.projectId),
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title: String(args.title),
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priority: String(args.priority ?? 'medium'),
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assignee: args.assignee ? String(args.assignee) : null,
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estimateMin: args.estimateMin ? Number(args.estimateMin) : null,
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status: 'todo',
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},
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})
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.task:create', entity: 'Task', entityId: task.id,
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after: JSON.stringify({ title: task.title, projectId: task.projectId }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: task.id, title: task.title, status: task.status }
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},
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},
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{
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name: 'log_time',
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description: 'Log time on a project. Admin-level: billable time entry with rate.',
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inputSchema: {
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type: 'object',
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properties: {
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projectId: { type: 'string' },
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description: { type: 'string' },
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minutes: { type: 'integer', description: 'Time in minutes' },
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billable: { type: 'boolean', default: true },
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rateCentsPerHour: { type: 'integer', description: 'Rate in cents/hour (e.g. 9500 = 95.00 €/h)' },
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},
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required: ['projectId', 'description', 'minutes'],
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},
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requiredScopes: ['projects:write', 'mcp:write'],
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handler: async (args) => {
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const minutes = Math.max(1, Math.round(Number(args.minutes)))
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const entry = await db.timeEntry.create({
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data: {
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projectId: String(args.projectId),
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description: String(args.description),
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minutes,
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billable: args.billable !== false,
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rateCentsPerHour: args.rateCentsPerHour ? Number(args.rateCentsPerHour) : null,
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date: new Date(),
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},
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})
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await db.project.update({ where: { id: String(args.projectId) }, data: { spentHours: { increment: Math.round(minutes / 60) } } })
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.time:log', entity: 'TimeEntry', entityId: entry.id,
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after: JSON.stringify({ minutes, projectId: args.projectId }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: entry.id, minutes, billable: entry.billable }
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},
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},
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{
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name: 'create_invoice',
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description: 'Create a draft invoice. Admin-level: full invoice creation with line items.',
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inputSchema: {
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type: 'object',
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properties: {
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companyId: { type: 'string' },
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lines: { type: 'array', items: { type: 'object', properties: {
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description: { type: 'string' }, quantity: { type: 'integer', default: 1 }, unitCents: { type: 'integer' }
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}, required: ['description', 'unitCents'] } },
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type: { type: 'string', enum: ['final', 'partial', 'recurring'], default: 'final' },
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},
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required: ['companyId', 'lines'],
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},
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requiredScopes: ['finance.invoice:write', 'mcp:write'],
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handler: async (args) => {
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const lines = args.lines as { description: string; quantity: number; unitCents: number }[]
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if (!Array.isArray(lines) || lines.length === 0) return { error: 'lines required' }
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const netCents = lines.reduce((s, l) => s + l.unitCents * (l.quantity ?? 1), 0)
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const taxBp = 1900
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const grossCents = Math.round(netCents * (1 + taxBp / 10000))
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const year = new Date().getFullYear()
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const count = await db.invoice.count({ where: { number: { startsWith: `RE-${year}-` } } })
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const number = `RE-${year}-${String(count + 1).padStart(4, '0')}`
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const dueDate = new Date(); dueDate.setDate(dueDate.getDate() + 14)
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const invoice = await db.invoice.create({
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data: { number, companyId: String(args.companyId), status: 'draft', type: String(args.type ?? 'final'),
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issueDate: new Date(), dueDate, netCents, taxBp, grossCents, zugferd: false, xrechnung: false, datevExported: false },
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})
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for (const l of lines) {
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await db.invoiceLine.create({ data: { invoiceId: invoice.id, description: l.description,
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quantity: l.quantity ?? 1, unitCents: l.unitCents, totalCents: l.unitCents * (l.quantity ?? 1) } })
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}
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.invoice:create', entity: 'Invoice', entityId: invoice.id,
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after: JSON.stringify({ number, netCents, grossCents, lineCount: lines.length }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: invoice.id, number, netCents, grossCents, lineCount: lines.length }
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},
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},
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{
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name: 'finalize_invoice',
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description: 'Finalize a draft invoice (lock + set status to sent). Admin-level: GoBD Festschreibung.',
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inputSchema: {
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type: 'object',
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properties: {
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invoiceId: { type: 'string' },
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zugferd: { type: 'boolean', default: true, description: 'Generate ZUGFeRD XML' },
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xrechnung: { type: 'boolean', default: false, description: 'Generate XRechnung for public sector' },
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},
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required: ['invoiceId'],
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},
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requiredScopes: ['finance.invoice:write', 'mcp:write'],
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handler: async (args) => {
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const inv = await db.invoice.findUnique({ where: { id: String(args.invoiceId) } })
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if (!inv) return { error: 'invoice not found' }
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if (inv.status !== 'draft') return { error: 'only drafts can be finalized' }
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const updated = await db.invoice.update({
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where: { id: inv.id },
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data: { status: 'sent', zugferd: args.zugferd !== false, xrechnung: args.xrechnung === true, issueDate: new Date() },
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})
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.invoice:finalize', entity: 'Invoice', entityId: inv.id,
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after: JSON.stringify({ number: updated.number, status: 'sent', zugferd: updated.zugferd }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: updated.id, number: updated.number, status: updated.status, zugferd: updated.zugferd }
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},
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},
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{
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name: 'run_recurring',
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description: 'Run the recurring invoice scheduler. Admin-level: generates monthly invoices + suspends licenses at dunning level 3.',
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inputSchema: { type: 'object', properties: {} },
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requiredScopes: ['finance:write', 'mcp:write'],
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handler: async () => {
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const now = new Date()
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const monthStart = new Date(now.getFullYear(), now.getMonth(), 1)
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const contracts = await db.contract.findMany({
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where: { status: 'active', type: { in: ['wartung-sla', 'dienstvertrag'] }, valueCents: { gt: 0 } },
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include: { company: true },
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})
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const existing = await db.invoice.findMany({ where: { type: 'recurring', issueDate: { gte: monthStart } }, select: { companyId: true, netCents: true } })
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const toInvoice = contracts.filter((c) => !existing.some((i) => i.companyId === c.companyId && Math.abs(i.netCents - c.valueCents / 12) < 100))
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let count = await db.invoice.count({ where: { number: { startsWith: `RE-${now.getFullYear()}-` } } })
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const created: string[] = []
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for (const c of toInvoice) {
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count++
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const netCents = Math.round(c.valueCents / 12)
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const grossCents = Math.round(netCents * 1.19)
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const dueDate = new Date(); dueDate.setDate(dueDate.getDate() + 14)
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const inv = await db.invoice.create({
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data: { number: `RE-${now.getFullYear()}-${String(count).padStart(4, '0')}`, companyId: c.companyId,
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status: 'draft', type: 'recurring', issueDate: now, dueDate, netCents, taxBp: 1900, grossCents, zugferd: false, xrechnung: false, datevExported: false },
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})
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await db.invoiceLine.create({ data: { invoiceId: inv.id, description: `${c.title} — ${now.toLocaleDateString('de-DE', { month: 'long', year: 'numeric' })}`, quantity: 1, unitCents: netCents, totalCents: netCents } })
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created.push(inv.number)
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}
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.recurring:run', entity: 'Invoice', entityId: 'batch',
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after: JSON.stringify({ created: created.length, month: monthStart.toISOString().slice(0, 7) }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { invoicesCreated: created.length, invoiceNumbers: created }
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},
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},
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{
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name: 'update_deal_stage',
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description: 'Move a deal to a different pipeline stage. Admin-level: pipeline management.',
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inputSchema: {
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type: 'object',
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properties: {
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dealId: { type: 'string' },
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stage: { type: 'string', enum: ['lead', 'qualified', 'proposal', 'negotiation', 'won', 'lost'] },
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lossReason: { type: 'string', description: 'Required if stage is lost' },
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},
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required: ['dealId', 'stage'],
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},
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requiredScopes: ['crm.deal:write', 'mcp:write'],
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handler: async (args) => {
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const deal = await db.deal.update({
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where: { id: String(args.dealId) },
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data: { stage: String(args.stage), lossReason: args.lossReason ? String(args.lossReason) : null },
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})
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await db.auditLog.create({
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data: { actor: 'mcp-agent', action: 'mcp.deal:updateStage', entity: 'Deal', entityId: deal.id,
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after: JSON.stringify({ stage: deal.stage }),
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hash: 'sha256:' + Math.random().toString(36).slice(2) },
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})
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return { id: deal.id, stage: deal.stage }
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},
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},
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]
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// JSON-RPC handler
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