FEDEO MCP-Tools für Organisation erweitern

Ergänzt MCP-Tools für Kunden-, Projekt-, Anlagen- und Terminabfragen sowie das Laden einzelner Bankumsätze. Aufgaben können nun zusätzlich gezielt archiviert werden.
2026-05-11 13:07:11 +02:00
parent a8450fc0c6
commit a185c6eb11
2 changed files with 252 additions and 3 deletions
--- a/backend/src/mcp/tools/accounting.ts
+++ b/backend/src/mcp/tools/accounting.ts
@@ -157,6 +157,32 @@ export const accountingTools: McpTool[] = [
            return { rows }
        },
    },
+    {
+        name: "accounting.bank_statements.get",
+        title: "Bankumsatz laden",
+        description: "Lädt einen Bankumsatz des aktiven Mandanten anhand seiner ID.",
+        requiredPermissions: ["accounting.bank.read"],
+        inputSchema: {
+            type: "object",
+            required: ["id"],
+            properties: {
+                id: { type: "number" },
+            },
+        },
+        async handler(context, args) {
+            const id = numberArg(args, "id")
+            if (!id) throw new Error("id ist erforderlich")
+
+            const rows = await context.server.db
+                .select()
+                .from(bankstatements)
+                .where(and(eq(bankstatements.id, id), eq(bankstatements.tenant, context.tenantId)))
+                .limit(1)
+
+            if (!rows[0]) throw new Error("Bankumsatz nicht gefunden")
+            return { bankStatement: rows[0] }
+        },
+    },
    {
        name: "accounting.statement_allocations.list",
        title: "Buchungszuordnungen auflisten",
@@ -191,4 +217,3 @@ export const accountingTools: McpTool[] = [
        },
    },
 ]
-
--- a/backend/src/mcp/tools/organisation.ts
+++ b/backend/src/mcp/tools/organisation.ts
@@ -1,5 +1,5 @@
 import { and, desc, eq, ilike, or } from "drizzle-orm"
-import { tasks } from "../../../db/schema"
+import { customers, events, plants, projects, tasks } from "../../../db/schema"
 import { McpTool } from "../types"

 const limitFromArgs = (args: Record<string, unknown>, fallback = 25) => {
@@ -19,6 +19,201 @@ const numberArg = (args: Record<string, unknown>, key: string) => {
 }

 export const organisationTools: McpTool[] = [
+    {
+        name: "organisation.customers.search",
+        title: "Kunden suchen",
+        description: "Sucht aktive Kunden des aktiven Mandanten.",
+        requiredPermissions: ["organisation.customers.read"],
+        inputSchema: {
+            type: "object",
+            properties: {
+                query: { type: "string", description: "Suchtext für Name, Kundennummer, Vorname, Nachname oder Notizen." },
+                includeArchived: { type: "boolean", default: false },
+                limit: { type: "number", minimum: 1, maximum: 100 },
+            },
+        },
+        async handler(context, args) {
+            const conditions = [eq(customers.tenant, context.tenantId)]
+            const query = stringArg(args, "query")
+
+            if (query) {
+                conditions.push(or(
+                    ilike(customers.name, `%${query}%`),
+                    ilike(customers.customerNumber, `%${query}%`),
+                    ilike(customers.firstname, `%${query}%`),
+                    ilike(customers.lastname, `%${query}%`),
+                    ilike(customers.notes, `%${query}%`)
+                ))
+            }
+            if (args.includeArchived !== true) conditions.push(eq(customers.archived, false))
+
+            const rows = await context.server.db
+                .select({
+                    id: customers.id,
+                    customerNumber: customers.customerNumber,
+                    name: customers.name,
+                    firstname: customers.firstname,
+                    lastname: customers.lastname,
+                    type: customers.type,
+                    isCompany: customers.isCompany,
+                    active: customers.active,
+                    archived: customers.archived,
+                })
+                .from(customers)
+                .where(and(...conditions))
+                .orderBy(customers.name)
+                .limit(limitFromArgs(args))
+
+            return { rows }
+        },
+    },
+    {
+        name: "organisation.projects.list",
+        title: "Projekte auflisten",
+        description: "Listet Projekte des aktiven Mandanten mit optionalen Filtern.",
+        requiredPermissions: ["organisation.projects.read"],
+        inputSchema: {
+            type: "object",
+            properties: {
+                query: { type: "string", description: "Suchtext für Name, Projektnummer, Kundenreferenz oder Notizen." },
+                customer: { type: "number" },
+                activePhase: { type: "string" },
+                includeArchived: { type: "boolean", default: false },
+                limit: { type: "number", minimum: 1, maximum: 100 },
+            },
+        },
+        async handler(context, args) {
+            const conditions = [eq(projects.tenant, context.tenantId)]
+            const query = stringArg(args, "query")
+            const customer = numberArg(args, "customer")
+            const activePhase = stringArg(args, "activePhase")
+
+            if (query) {
+                conditions.push(or(
+                    ilike(projects.name, `%${query}%`),
+                    ilike(projects.projectNumber, `%${query}%`),
+                    ilike(projects.customerRef, `%${query}%`),
+                    ilike(projects.notes, `%${query}%`)
+                ))
+            }
+            if (customer) conditions.push(eq(projects.customer, customer))
+            if (activePhase) conditions.push(eq(projects.active_phase, activePhase))
+            if (args.includeArchived !== true) conditions.push(eq(projects.archived, false))
+
+            const rows = await context.server.db
+                .select()
+                .from(projects)
+                .where(and(...conditions))
+                .orderBy(desc(projects.createdAt))
+                .limit(limitFromArgs(args))
+
+            return { rows }
+        },
+    },
+    {
+        name: "organisation.projects.get",
+        title: "Projekt laden",
+        description: "Lädt ein Projekt des aktiven Mandanten anhand seiner ID.",
+        requiredPermissions: ["organisation.projects.read"],
+        inputSchema: {
+            type: "object",
+            required: ["id"],
+            properties: {
+                id: { type: "number" },
+            },
+        },
+        async handler(context, args) {
+            const id = numberArg(args, "id")
+            if (!id) throw new Error("id ist erforderlich")
+
+            const rows = await context.server.db
+                .select()
+                .from(projects)
+                .where(and(eq(projects.id, id), eq(projects.tenant, context.tenantId)))
+                .limit(1)
+
+            if (!rows[0]) throw new Error("Projekt nicht gefunden")
+            return { project: rows[0] }
+        },
+    },
+    {
+        name: "organisation.plants.list",
+        title: "Anlagen auflisten",
+        description: "Listet Anlagen des aktiven Mandanten mit optionalem Kundenfilter.",
+        requiredPermissions: ["organisation.plants.read"],
+        inputSchema: {
+            type: "object",
+            properties: {
+                query: { type: "string", description: "Suchtext für Name." },
+                customer: { type: "number" },
+                includeArchived: { type: "boolean", default: false },
+                limit: { type: "number", minimum: 1, maximum: 100 },
+            },
+        },
+        async handler(context, args) {
+            const conditions = [eq(plants.tenant, context.tenantId)]
+            const query = stringArg(args, "query")
+            const customer = numberArg(args, "customer")
+
+            if (query) conditions.push(ilike(plants.name, `%${query}%`))
+            if (customer) conditions.push(eq(plants.customer, customer))
+            if (args.includeArchived !== true) conditions.push(eq(plants.archived, false))
+
+            const rows = await context.server.db
+                .select()
+                .from(plants)
+                .where(and(...conditions))
+                .orderBy(plants.name)
+                .limit(limitFromArgs(args))
+
+            return { rows }
+        },
+    },
+    {
+        name: "organisation.events.list",
+        title: "Termine auflisten",
+        description: "Listet Termine des aktiven Mandanten mit optionalen Projekt- oder Kundenfiltern.",
+        requiredPermissions: ["organisation.events.read"],
+        inputSchema: {
+            type: "object",
+            properties: {
+                query: { type: "string", description: "Suchtext für Name, Notizen oder Link." },
+                project: { type: "number" },
+                customer: { type: "number" },
+                eventtype: { type: "string" },
+                includeArchived: { type: "boolean", default: false },
+                limit: { type: "number", minimum: 1, maximum: 100 },
+            },
+        },
+        async handler(context, args) {
+            const conditions = [eq(events.tenant, context.tenantId)]
+            const query = stringArg(args, "query")
+            const project = numberArg(args, "project")
+            const customer = numberArg(args, "customer")
+            const eventtype = stringArg(args, "eventtype")
+
+            if (query) {
+                conditions.push(or(
+                    ilike(events.name, `%${query}%`),
+                    ilike(events.notes, `%${query}%`),
+                    ilike(events.link, `%${query}%`)
+                ))
+            }
+            if (project) conditions.push(eq(events.project, project))
+            if (customer) conditions.push(eq(events.customer, customer))
+            if (eventtype) conditions.push(eq(events.eventtype, eventtype))
+            if (args.includeArchived !== true) conditions.push(eq(events.archived, false))
+
+            const rows = await context.server.db
+                .select()
+                .from(events)
+                .where(and(...conditions))
+                .orderBy(desc(events.startDate))
+                .limit(limitFromArgs(args))
+
+            return { rows }
+        },
+    },
    {
        name: "organisation.tasks.list",
        title: "Aufgaben auflisten",
@@ -179,5 +374,34 @@ export const organisationTools: McpTool[] = [
            return { task: updated }
        },
    },
-]
+    {
+        name: "organisation.tasks.archive",
+        title: "Aufgabe archivieren",
+        description: "Archiviert eine Aufgabe im aktiven Mandanten.",
+        requiredPermissions: ["organisation.tasks.write"],
+        inputSchema: {
+            type: "object",
+            required: ["id"],
+            properties: {
+                id: { type: "number" },
+            },
+        },
+        async handler(context, args) {
+            const id = numberArg(args, "id")
+            if (!id) throw new Error("id ist erforderlich")

+            const [updated] = await context.server.db
+                .update(tasks)
+                .set({
+                    archived: true,
+                    updatedAt: new Date(),
+                    updatedBy: context.userId,
+                })
+                .where(and(eq(tasks.id, id), eq(tasks.tenant, context.tenantId)))
+                .returning()
+
+            if (!updated) throw new Error("Aufgabe nicht gefunden")
+            return { task: updated }
+        },
+    },
+]