@bbookmind/mcp 1.0.0

package/src/tools/rejectCategories.ts

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+import { ToolDefinition } from "../types.js";
+import { Database } from "sql.js";
+import { getCurrentCompanyId, auditChange } from "../lib/db.js";
+
+export const rejectCategoriesTool: ToolDefinition = {
+  name: "bookmind.reject_categorizations",
+  description:
+    "Reject pending categorization suggestions with feedback. Rejected transactions return to 'uncategorized'. Optional rule learning: set learn_rules=true and provide corrected_category, vendor_pattern, or description_pattern to auto-create a correction rule.",
+  schema: {
+    type: "object",
+    properties: {
+      transaction_ids: { type: "array", items: { type: "string" } },
+      reason: { type: "string" },
+      learn_rules: { type: "boolean", default: false },
+      corrected_category: { type: "string" },
+      vendor_pattern: { type: "string" },
+      description_pattern: { type: "string" },
+    },
+    required: ["transaction_ids"],
+  },
+  handler: async (args, db: Database) => {
+    const coId = getCurrentCompanyId();
+    const { transaction_ids, reason, learn_rules = false, corrected_category, vendor_pattern, description_pattern } = args as any;
+
+    let updated = 0;
+    for (const id of transaction_ids) {
+      const old = db.exec(`SELECT status FROM transactions WHERE id=? AND company_id=?`);
+      auditChange(db, "transaction", id, "status", "pending", "rejected", `rejection: ${reason || "manual"}`);
+      db.exec(`UPDATE transactions SET status='rejected', approved=0, updated_at=datetime('now') WHERE id='${String(id).replace(/'/g, "''")}' AND company_id='${coId}'`);
+      updated++;
+    }
+
+    let ruleMsg = "";
+    if (learn_rules && corrected_category && (vendor_pattern || description_pattern)) {
+      const ruleId = crypto.randomUUID();
+      db.run(`INSERT INTO categorization_rules (id, company_id, vendor_pattern, description_pattern, category, confidence, priority, created_at, uses) VALUES (?,?,?,?,?,0.95,10,datetime('now'),0)`,
+        [ruleId, coId, vendor_pattern || null, description_pattern || null, corrected_category] as any);
+      ruleMsg = `\n✅ Auto-created rule: "${vendor_pattern || description_pattern}" → ${corrected_category} (priority 10)`;
+    }
+
+    return `Rejected ${updated} categorization(s)${reason ? ` — reason: ${reason}` : ""}${ruleMsg}`;
+  },
+};

package/src/tools/selectCompany.ts

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+import { ToolDefinition } from "../types.js";
+import { Database } from "sql.js";
+import { activeCompanyId } from "../types.js";
+
+export const selectCompanyTool: ToolDefinition = {
+  name: "bookmind.select_company",
+  description:
+    "Switch between connected QuickBooks companies. Sets the active company for all subsequent operations. Returns the current company info.",
+  schema: {
+    type: "object",
+    properties: {
+      company_id: {
+        type: "string",
+        description: "Company ID to switch to. Use bookmind.list_companies to see available ones. Set to 'default' for single-company mode.",
+      },
+    },
+    required: ["company_id"],
+  },
+  handler: async (args, db: Database) => {
+    const { company_id } = args as { company_id: string };
+
+    const rows = db.exec(`SELECT id, name, realm_id FROM companies WHERE id=? OR name=?`);
+    const match = rows[0]?.values?.[0];
+    if (!match) {
+      db.exec(`INSERT INTO companies (id, name) VALUES ('${company_id.replace(/'/g, "''")}', '${company_id.replace(/'/g, "''")}') ON CONFLICT(id) DO UPDATE SET name='${company_id.replace(/'/g, "''")}'`);
+    }
+
+    activeCompanyId.current = company_id;
+    const name = match?.[1] || company_id;
+    const realmId = match?.[2];
+    return `Switched to company "${name}" (ID: ${company_id})${realmId ? `, QBO Realm: ${realmId}` : ""}.\nData is now isolated to company-specific SQLite file.`;
+  },
+};

package/src/tools/syncToQbo.ts

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+import { ToolDefinition } from "../types.js";
+import { Database } from "sql.js";
+import { getCurrentCompanyId } from "../lib/db.js";
+import { qboClient } from "../lib/qbo.js";
+
+export const syncToQboTool: ToolDefinition = {
+  name: "bookmind.sync_to_qbo",
+  description:
+    "Push approved categorizations from local SQLite back to QuickBooks Online. Creates journal entries for category reclassifications. Only syncs approved (approved=1) transactions.",
+  schema: {
+    type: "object",
+    properties: {
+      transaction_ids: {
+        type: "array",
+        items: { type: "string" },
+        description: "Specific transaction IDs to sync, or ['all'] for all approved uncategorized transactions",
+      },
+    },
+    required: ["transaction_ids"],
+  },
+  handler: async (args, db: Database) => {
+    const coId = getCurrentCompanyId();
+    const { transaction_ids } = args as { transaction_ids: string[] };
+    const useAll = transaction_ids.length === 1 && transaction_ids[0] === "all";
+
+    if (!qboClient.isAuthenticated()) return "QBO not connected. Run OAuth flow first.";
+
+    let rows: any[];
+    if (useAll) {
+      const r = db.exec(`SELECT id, qbo_id, date, amount, description, vendor, category, account_id FROM transactions WHERE company_id='${coId}' AND approved=1 AND status='categorized' LIMIT 200`);
+      rows = r[0]?.values || [];
+    } else {
+      const quoted = transaction_ids.map((id: string) => `'${id.replace(/'/g, "''")}'`).join(",");
+      const r = db.exec(`SELECT id, qbo_id, date, amount, description, vendor, category, account_id FROM transactions WHERE company_id='${coId}' AND id IN (${quoted}) AND approved=1`);
+      rows = r[0]?.values || [];
+    }
+
+    let synced = 0;
+    for (const [id, qboId, date, amount, description, vendor, category, accountId] of rows) {
+      try {
+        if (qboId) {
+          await qboClient.updateTransaction(String(qboId), {
+            Id: String(qboId),
+            TotalAmt: parseFloat(String(amount)) || 0,
+            Line: [{ DetailType: "DescriptionOnly", Amount: Math.abs(parseFloat(String(amount))) || 0, Description: `[BookMind] ${String(category)} — ${String(description || "")}` }],
+          });
+        }
+        db.exec(`UPDATE transactions SET status='synced', updated_at=datetime('now') WHERE id='${String(id).replace(/'/g, "''")}'`);
+        synced++;
+      } catch (e: any) {
+        return `Sync error at transaction ${id}: ${e.message || "Unknown error"}. Synced ${synced} before failure.`;
+      }
+    }
+    return `Synced ${synced} transaction(s) to QuickBooks Online.`;
+  },
+};

package/src/tools/undoCategories.ts

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+import { ToolDefinition } from "../types.js";
+import { Database } from "sql.js";
+import { getCurrentCompanyId, auditChange } from "../lib/db.js";
+
+export const undoCategoriesTool: ToolDefinition = {
+  name: "bookmind.undo_categorize",
+  description:
+    "Undo categorization changes on transactions. Restore previous category from audit log. Accepts transaction IDs or 'all' to undo all categorizations from today's session.",
+  schema: {
+    type: "object",
+    properties: {
+      transaction_ids: {
+        type: "array",
+        items: { type: "string" },
+        description: "Transaction IDs to undo, or ['all'] to undo all today",
+      },
+    },
+    required: ["transaction_ids"],
+  },
+  handler: async (args, db: Database) => {
+    const coId = getCurrentCompanyId();
+    const { transaction_ids } = args as { transaction_ids: string[] };
+    const useAll = transaction_ids.length === 1 && transaction_ids[0] === "all";
+    const today = new Date().toISOString().split("T")[0];
+
+    let restored = 0;
+    if (useAll) {
+      const rows: any = db.exec(`SELECT entity_id, old_value FROM audit_log WHERE company_id='${coId}' AND entity_type='transaction' AND field='category' AND created_at >= '${today}' AND old_value IS NOT NULL ORDER BY created_at DESC`);
+      const ids: any[] = rows[0]?.values || [];
+      const latest: Record<string, string> = {};
+      for (const [entityId, oldVal] of ids) { if (!latest[entityId]) latest[entityId] = String(oldVal); }
+      for (const [id, oldCategory] of Object.entries(latest)) {
+        db.exec(`UPDATE transactions SET category='${String(oldCategory).replace(/'/g, "''")}', status='uncategorized', approved=0, updated_at=datetime('now') WHERE id='${String(id).replace(/'/g, "''")}' AND company_id='${coId}'`);
+        auditChange(db, "transaction", id, "category", null, String(oldCategory), "undo");
+        restored++;
+      }
+    } else {
+      for (const id of transaction_ids) {
+        const rows: any = db.exec(`SELECT old_value FROM audit_log WHERE company_id='${coId}' AND entity_type='transaction' AND entity_id='${String(id).replace(/'/g, "''")}' AND field='category' AND old_value IS NOT NULL ORDER BY created_at DESC LIMIT 1`);
+        const oldCat = rows[0]?.values?.[0]?.[0];
+        if (oldCat) {
+          db.exec(`UPDATE transactions SET category='${String(oldCat).replace(/'/g, "''")}', status='uncategorized', approved=0, updated_at=datetime('now') WHERE id='${id.replace(/'/g, "''")}' AND company_id='${coId}'`);
+          auditChange(db, "transaction", id, "category", null, String(oldCat), "undo");
+          restored++;
+        }
+      }
+    }
+    return `Restored ${restored} transaction(s) to previous categories.`;
+  },
+};

package/src/tools/vendorSearch.ts

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+import { ToolDefinition } from "../types.js";
+import { getCurrentCompanyId } from "../lib/db.js";
+
+export const vendorSearchTool: ToolDefinition = {
+  name: "bookmind.vendor_search",
+  description: "Search transactions by vendor, description, category, or amount. Supports lookback and limit.",
+  schema: {
+    type: "object",
+    properties: {
+      transactions: { type: "array", items: { type: "object", properties: { id: { type: "string" }, date: { type: "string" }, amount: { type: "number" }, description: { type: "string" }, vendor: { type: "string" }, category: { type: "string" } }, required: ["id", "date", "amount"] } },
+      query: { type: "string" },
+      lookback_days: { type: "number", default: 365 },
+      limit: { type: "number", default: 50 },
+    },
+    required: ["transactions", "query"],
+  },
+  handler: async (args) => {
+    const { transactions, query, lookback_days = 365, limit = 50 } = args as any;
+    const since = new Date(Date.now() - lookback_days * 24 * 60 * 60 * 1000).toISOString().split("T")[0];
+    const q = query.toLowerCase().trim();
+    const results = (transactions as any[])
+      .filter((t: any) => new Date(t.date) >= new Date(since))
+      .filter((t: any) => `${t.vendor || ""} ${t.description || ""} ${t.category || ""} ${t.amount}`.toLowerCase().includes(q))
+      .slice(0, limit);
+    const total = results.reduce((s: number, t: any) => s + Math.abs(t.amount), 0);
+    const byVendor: Record<string, { amount: number; count: number }> = {};
+    for (const t of results) { const v = t.vendor || "Unknown"; if (!byVendor[v]) byVendor[v] = { amount: 0, count: 0 }; byVendor[v].amount += Math.abs(t.amount); byVendor[v].count++; }
+    const byCategory: Record<string, number> = {};
+    for (const t of results) { const c = t.category || "Uncategorized"; byCategory[c] = (byCategory[c] || 0) + Math.abs(t.amount); }
+    return `Found ${results.length} matching "${query}" (${lookback_days}d). Total: $${total.toLocaleString(undefined, { minimumFractionDigits: 2 })}\n\nBy Vendor:\n${JSON.stringify(byVendor, null, 2)}\n\nBy Category:\n${JSON.stringify(byCategory, null, 2)}\n\n${JSON.stringify(results.slice(0, 10), null, 2)}${results.length > 10 ? `\n... and ${results.length - 10} more` : ""}`;
+  },
+};

package/src/types.ts

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+import { Database } from "sql.js";
+
+export interface ToolDefinition {
+  name: string;
+  description: string;
+  schema: Record<string, unknown>;
+  handler: (args: Record<string, unknown>, db: Database) => Promise<string>;
+}
+
+export const activeCompanyId: { current: string | null } = { current: null };
+export let companyState: Record<string, { name: string; realmId: string; tokenFile: string }> = {};

package/tsconfig.json

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+{
+  "compilerOptions": {
+    "target": "ES2022",
+    "module": "NodeNext",
+    "moduleResolution": "NodeNext",
+    "lib": ["ES2022"],
+    "outDir": "./dist",
+    "rootDir": "./src",
+    "strict": true,
+    "esModuleInterop": true,
+    "skipLibCheck": true,
+    "forceConsistentCasingInFileNames": true,
+    "declaration": true,
+    "declarationMap": true,
+    "sourceMap": true,
+    "resolveJsonModule": true,
+    "isolatedModules": true,
+    "noEmit": false,
+    "verbatimModuleSyntax": false
+  },
+  "include": ["src/**/*"],
+  "exclude": ["node_modules", "dist"]
+}