added new tools for 3wm

src/servers/peakflo/README.md

@@ -1,24 +1,37 @@
 # Peakflo Server
 
-pfMCP server implementation for interacting with Peakflo.
+pfMCP server implementation for interacting with the Peakflo API (invoices, vendors, bills, actions, and more).
 
 ### Prerequisites
 
 - Python 3.11+
-- Signed up in peakflo
-- Have access token set up
-
+- Signed up in Peakflo
+- API access token set up
 
 To set up and verify authentication, run:
 
 ```bash
 python src/servers/peakflo/main.py auth
 ```
 
+### Tools
+
+| Tool | Description |
+|------|-------------|
+| **read_vendor** | Fetch vendor details by external ID. |
+| **create_vendor** | Create a new vendor with company info, addresses, contacts, bank details, and custom fields. |
+| **create_invoice** | Create an invoice with line items, customer info, and financial breakdown. |
+| **update_invoice** | Update an existing invoice. |
+| **raise_invoice_dispute** | Raise a dispute for an invoice. |
+| **soa_email** | Send an SOA (statement of account) email to the vendor. |
+| **create_task** | Add an action to a vendor or customer (e.g. create a pay task). |
+| **add_action_log** | Add an action log entry (e.g. save transcripts). |
+| **run_bill_po_matching** | Run Purchase Order (PO) matching on an existing bill. Updates line-level PO links and 3-way matching details. Use when re-running matching after a bill was created without POs or when POs/bill data changed. Tenant is taken from the auth token; provide at least one of `billId`, `externalId`, or `sourceId` to identify the bill. |
+
 ### Run
 
 #### Local Development
 
 ```bash
-python src/servers/local.py --server slack --user-id local
+python src/servers/local.py --server peakflo --user-id local
 ```

src/servers/peakflo/main.py

@@ -66,7 +66,7 @@ async def make_peakflo_request(name, arguments, token):
         "Authorization": f"Bearer {token}",
         "Content-Type": "application/json",
     }
-    tenantId = arguments["tenantId"]
+    tenantId = arguments.get("tenantId")
     # remove tenantId from arguments if present, as it may appear in the payload (to handle vendor portal cases) but not expected by API
     if "tenantId" in arguments:
         arguments.pop("tenantId")
@@ -102,6 +102,10 @@ async def make_peakflo_request(name, arguments, token):
         method = "POST"
         url = f"{PEAKFLO_V1_BASE_URL}/addActionLog"
         message = "Action log added successfully"
+    elif name == "run_bill_po_matching":
+        method = "POST"
+        url = f"{PEAKFLO_V1_BASE_URL}/runBillPoMatching"
+        message = "Bill PO matching completed successfully"
     else:
         raise ValueError(f"Unknown tool call: {name}")
 

src/servers/peakflo/schemas/utility.py

@@ -121,6 +121,29 @@
     "required": ["actionName", "note", "objectType", "objectId", "entityId"],
 }
 
+run_bill_po_matching_input_schema = {
+    "type": "object",
+    "properties": {
+        "tenantId": {
+            "type": "string",
+            "description": "Optional. Normally derived from the auth token; only set when calling in a context where tenant is not from the token (e.g. admin).",
+        },
+        "billId": {
+            "type": "string",
+            "description": "Peakflo internal bill ID. Use when you have the bill's ID from Peakflo; takes precedence over externalId/sourceId if provided.",
+        },
+        "externalId": {
+            "type": "string",
+            "description": "ID from your external system that was stored as sourceId on the bill. Use to look up the bill when you don't have the Peakflo billId.",
+        },
+        "sourceId": {
+            "type": "string",
+            "description": "Alias for externalId; same lookup as externalId (bill is found by sourceId).",
+        },
+    },
+    "required": [],
+}
+
 create_task_input_schema = {
     "type": "object",
     "properties": {

src/servers/peakflo/tools/peakflo_api.py

@@ -4,6 +4,7 @@
     soa_email_input_schema,
     create_task_input_schema,
     add_action_log_input_schema,
+    run_bill_po_matching_input_schema,
 )
 from servers.peakflo.schemas.invoice import (
     create_invoice_schema,
@@ -74,4 +75,9 @@
         description="Add an action log to the vendor or customer, can be used for saving transcripts in action log",
         inputSchema=add_action_log_input_schema,
     ),
+    Tool(
+        name="run_bill_po_matching",
+        description="Run Purchase Order (PO) matching on an existing bill. Updates line-level PO links and matching details (3-way matching). Use when re-running PO matching after a bill was created without POs, or when POs/bill data changed. Tenant is taken from the auth token. Provide at least one of billId, externalId, or sourceId to identify the bill.",
+        inputSchema=run_bill_po_matching_input_schema,
+    ),
 ]