Enhance list-invoices with advanced filtering (Type, status, dates, amounts)#110
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Enhance list-invoices with advanced filtering (Type, status, dates, amounts)#110cesarho wants to merge 1 commit into
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… README. - Updated the `list-invoices` tool to support advanced filtering capabilities, including a required 'where' parameter for invoice types and additional filtering options for statuses, dates, and amounts. - Refactored the `getInvoices` function to accept a single parameter object for better clarity and usability. - Revised the README to reflect the new advanced filtering features for the `list-invoices` command.
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Jun 15, 2026
…ense prep) create-linked-transaction needs a bill line's sourceLineItemId, and the only way to read line-item IDs via MCP is list-invoices. Until now that tool only printed line items when filtering by invoiceNumbers — but email-imported bills frequently have no InvoiceNumber, so their line-item IDs were unreadable and the billable-expense flow couldn't be driven for them. Add an invoiceIds filter to list-invoices (threaded into the existing getInvoices iDs slot) and return line items for invoiceIds fetches as well, so any bill — numbered or not — can have its Line Item IDs read by ID. This completes the "surface Line Item ID" half of this PR for the no-InvoiceNumber case. Note: PR XeroAPI#110 also introduces an invoiceIds filter (among broader list-invoices filters); this adds the minimal slice needed for the linked-transaction flow and supersedes that part of XeroAPI#110 for this purpose. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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Cross-reference for reconciliation: #191 (linked-transaction / billable-expense tools) now adds a minimal |
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Add advanced filtering capabilities to list-invoices tool
Summary
This PR enhances the
list-invoicestool with comprehensive filtering options, enabling more precise invoice queries through the Xero API. The changes add support for filtering by invoice IDs, statuses, customwhereclauses, and customizable ordering.Changes
New Filtering Parameters
invoiceIds: Filter invoices by specific invoice IDs (array of strings)statuses: Filter by invoice statuses - DRAFT, SUBMITTED, DELETED, AUTHORISED, PAID, VOIDED (array of strings)where: Advanced filtering using Xero's where clause syntax for complex queries including:order: Customizable ordering (defaults to "UpdatedDateUTC DESC")Implementation Details
listXeroInvoiceshandler to use aListInvoicesParamsinterface for better type safetypageparameter optional with default value of 1whereparameter)Updated Files
src/tools/list/list-invoices.tool.ts: Added new parameters and comprehensive documentationsrc/handlers/list-xero-invoices.handler.ts: Refactored to support new filtering optionsREADME.md: Updated tool description to reflect advanced filtering capabilitiesBenefits
Example Use Cases
where=Type=="ACCREC"where=Type=="ACCPAY"where=DueDate<DateTime(2024,12,01) AND Status=="AUTHORISED"statuses=["AUTHORISED","PAID"]where=Type=="ACCREC" AND Status=="AUTHORISED" AND AmountDue>1000