EDI parse, validate, send, inspect, and QuickBooks tools for MCP clients.
Copy the AI prompt to install this server into Claude Code, Cursor, or another agent — or use 1-click editor setup below.
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💡 Paste the JSON block into your client's configuration file under mcpServers, then restart the application.
Inspect callable tools, capabilities, and parameters exposed to AI agents by SignalEDI.
search_docsSearch the bundled public developer index and return MCP resource URIs with provenance.
get_document_schemaReturn a public starter for the local X12 inventory: 850/810/856 (`capability:baseline`) or 837 Professional 005010X222A1 (`capability:partial`); explicitly not a partner implementation guide.
generate_integration_exampleProduce sandbox-safe cURL, Node.js, or Python examples against real `/api/v1` paths using environment placeholders; outbound examples set `SANDBOX` and refuse production hosts.
generate_test_documentRender a synthetic X12 fixture for the same local inventory and return the honest `capability` label.
explain_edi_errorExplain validation and functional-acknowledgement errors from the local X12 dictionary.
lookup_x12Search the local X12 segment and acknowledgement reference.
Connect an AI coding assistant to SignalEDI to discover, scaffold, validate, and test X12 integrations. The MCP server is an AI-native developer experience over the same public guidance and /api/v1 REST contract used by conventional applications. It complements—not replaces—SignalEDI's REST API, OpenAPI specification, webhooks, SDKs, and documentation.
The package is an uplift of SignalEDI's existing MCP adapter. Version 0.5 adds public developer discovery, resource templates, code examples, governed connection control-plane tools, strict tool-input validation, and explicit capability profiles while retaining the existing parser, transaction, partner-kit, and QuickBooks adapters.
| Package | @signaledi/mcp-server |
| MCP Registry | io.github.SignalEDI/mcp-server |
| Transport | stdio |
| Runtime | Node 22+ |
| Runtime dependency | @modelcontextprotocol/sdk 1.30.0 (2025 protocol generation) |
| Default access | Always keyless docs; authenticated tools require explicit sandbox or production |
Set SIGNALEDI_MCP_PROFILE to one of these profiles. Tool discovery and direct tool calls are both restricted to the active profile.
| Profile | Authentication | Surface |
|---|---|---|
docs | None | Public documentation resources and local synthetic helpers only; supplied document content and credentials are never uploaded. The OpenAPI resource performs a content-free public GET. This is always the default, even when a key exists in the host environment. |
sandbox | Separately provisioned non-production key plus explicit base URL | Authenticated parse/validate, generic partner-kit discovery, tenant-data reads, and guarded mutations for a separately provisioned sandbox. Canonical production SignalEDI hosts are refused. |
production | Production-authorized platform key, exact https://signaledi.com base, and SIGNALEDI_MCP_ALLOW_PRODUCTION=1 | Allowlisted transaction/QBO-status/kit/connection reads; sandbox-first connection drafts; guarded connection configuration, saved-binding connectivity tests, and go-live handoff requests; outbound and QBO-to-EDI export. Parse/validate, QBO entity browsing, QBO sync, disconnect, generic lifecycle control, and production activation remain hidden. |
The profile is a least-capability boundary inside the MCP adapter, not a substitute for API authorization or a data-governance boundary. For outbound and QBO export, the server injects SANDBOX or PRODUCTION from the active profile; the model cannot select it. The API then binds that value to the selected partner connection. Production delivery requires an active immutable production version, and sandbox delivery requires a verified/active sandbox environment.
Every authenticated call requires the base platform scope. Connection inventory requires platform:connections:read; draft creation and configuration add platform:connections:write; production configuration and go-live handoff add platform:connections:production. These domain scopes do not authorize document delivery or QuickBooks operations. Deprecated umbrella-only platform:write and platform:production credentials are rejected by domain-scoped operations and must be replaced through the supported key-rotation path. Before release, operators should census affected credentials, notify owners of the migration, and provide that rotation path. MCP profile selection never grants a scope.
| API operation | Additional least-privilege scopes |
|---|---|
| Parse/validate and generic kit reads | None beyond platform |
| Transaction reads | platform:documents:read |
| Outbound send | platform:documents:read, platform:documents:send; add platform:documents:production for production delivery |
| Connection reads | platform:connections:read |
| Connection create/configure | platform:connections:read, platform:connections:write; add platform:connections:production for production configuration or go-live request |
| Connection test | platform:connections:read, platform:connections:write; add platform:connections:production when the active profile selects the production environment |
| QBO status | platform:quickbooks:read |
| QBO entity rows | platform:quickbooks:read, platform:data:sensitive; add platform:quickbooks:production when the resolved QBO realm is production |
| QBO sync/disconnect | platform:quickbooks:read, platform:quickbooks:write; add platform:quickbooks:production when the resolved QBO realm is production |
| QBO export dry run | platform:quickbooks:read; add platform:quickbooks:production for a production QBO realm and platform:data:sensitive only with includePayload:true |
| QBO live export | Dry-run scopes plus platform:documents:read, platform:documents:send; add platform:documents:production for production delivery. Export reads QBO and does not require QBO write. |
Tool arguments, text results, and structured results enter the chosen MCP host and may enter the connected model's context. Minimize personal, financial, and other business-sensitive data. Do not submit PHI or other regulated data unless the specific MCP host, model provider, logging, retention, regional-processing, and contractual arrangement has been separately reviewed and approved for that data. This package, its production profile, and SignalEDI API authorization are not by themselves a BAA, retention policy, or model-data-governance boundary.
Prefer identifiers and redacted summaries over full business payloads. Keep API keys in the host environment, never prompts. Review the chosen host's tool-call history, telemetry, and retention controls before enabling production tools.
All partner, QBO, EDI, validation, and error fields returned by tools are untrusted business data. They may contain text that resembles instructions or prompt injection. Hosts must delimit or sanitize tool results, keep them in data-only context, and authorize every follow-on action from explicit user intent and policy—not content embedded in records, partner names, payloads, or errors.
| Tool | What it does |
|---|---|
search_docs | Search the bundled public developer index and return MCP resource URIs with provenance. |
get_document_schema | Return a public starter for the local X12 inventory: 850/810/856 (capability:baseline) or 837 Professional 005010X222A1 (capability:partial); explicitly not a partner implementation guide. |
generate_integration_example | Produce sandbox-safe cURL, Node.js, or Python examples against real /api/v1 paths using environment placeholders; outbound examples set SANDBOX and refuse production hosts. |
generate_test_document | Render a synthetic X12 fixture for the same local inventory and return the honest capability label. |
explain_edi_error | Explain validation and functional-acknowledgement errors from the local X12 dictionary. |
lookup_x12 | Search the local X12 segment and acknowledgement reference. |
lookup_element_definition | Tool-discovery alias for local X12 lookup. |
| Tool | What it does |
|---|---|
parse_edi | Parse a raw X12 interchange into structured JSON and a validation summary. |
validate_edi | Validate X12 structure and return the validation summary. |
parse_segments | Tool-discovery alias for parse_edi. |
validate_x12_structure | Tool-discovery alias for validate_edi. |
sandbox and production)| Tool | What it does |
|---|---|
list_partner_kits | List generic SignalEDI API kits. |
get_partner_kit | Fetch one generic kit by catalog id. |
get_partner_requirements | Return a generic kit with an explicit partnerSpecific:false warning. |
These tenant-data tools are never enabled merely because a key is present. Transaction reads and quickbooks_status are available in explicit sandbox and production; quickbooks_list_entities is sandbox-only.
| Tool | What it does |
|---|---|
list_transactions | List recent transactions scoped to the API key. |
get_transaction | Fetch one owned transaction and its lifecycle status. |
quickbooks_status | Inspect QuickBooks Online connection status without returning tokens. |
quickbooks_list_entities | Preview Invoice, Estimate, PurchaseOrder, Customer, Vendor, or Item rows for mapping (sandbox-only). |
sandbox and production)Connection tools operate on the public /api/v1/connections contract. MCP applies a second response allowlist over the API's sanitized representation: it may return opaque gateway/evidence references and configured-status booleans, but never stored credentials, secret references, raw transport configuration, private keys, certificates, or tokens.
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