@burdenoff/mcp-libs 2026.627.1 → 2026.627.3

package/dist/modules/brainyrich/index.js

@@ -0,0 +1,2087 @@
+import { mcpToolName, errorResult, jsonResult, mcpResourceUri, mcpPromptName } from '../../chunk-H2OYWLOA.js';
+import { z } from 'zod';
+
+// src/modules/brainyrich/operations.ts
+var PAGE_INFO = `pageInfo { cursor hasMore }`;
+var ACCOUNT_FIELDS = `
+  id name type status currency cashBalance accountMask institution isManual
+  householdId ownerId workspaceId createdAt updatedAt
+`;
+var HOLDING_FIELDS = `
+  id accountId portfolioId symbol name assetClass quantity costBasis lastPrice
+  marketValue currency asOf workspaceId createdAt updatedAt
+`;
+var TRANSACTION_FIELDS = `
+  id accountId holdingId type symbol quantity price amount fee currency
+  tradeDate settleDate notes workspaceId createdAt updatedAt
+`;
+var PORTFOLIO_FIELDS = `
+  id name description ownerId householdId modelPortfolioId baseCurrency status
+  driftThresholdPct targetAllocation tags workspaceId createdAt updatedAt
+`;
+var GOAL_FIELDS = `
+  id name type status priority targetAmount targetDate monthlyContribution
+  currency projection ownerId householdId notes tags workspaceId
+  createdAt updatedAt
+`;
+var GOAL_FUNDING_FIELDS = `
+  id goalId accountId allocationPct fixedAmount workspaceId createdAt updatedAt
+`;
+var HOUSEHOLD_FIELDS = `
+  id name status riskProfile aum currency advisorId primaryContactName
+  primaryContactEmail notes tags workspaceId createdAt updatedAt
+`;
+var MODEL_ALLOCATION_FIELDS = `
+  id modelPortfolioId assetClass targetPct workspaceId createdAt updatedAt
+`;
+var MODEL_PORTFOLIO_FIELDS = `
+  id name description baseCurrency riskProfile isActive workspaceId
+  createdAt updatedAt
+`;
+var REBALANCE_FIELDS = `
+  id portfolioId householdId status driftPct rationale trades proposedById
+  approvedById executedAt workspaceId createdAt updatedAt
+`;
+var INSIGHT_FIELDS = `
+  id type severity status title detail subjectType subjectId metrics ownerId
+  acknowledgedById resolvedAt workspaceId createdAt updatedAt
+`;
+var NET_WORTH_SUMMARY_FIELDS = `
+  ownerId workspaceId currency totalNetWorth totalMarketValue totalCash
+  accountCount byAssetClass { assetClass marketValue }
+`;
+var GET_ACCOUNT = `
+  query BrainyrichGetAccount($id: ID!) {
+    braAccount(id: $id) {
+      ${ACCOUNT_FIELDS}
+      holdings { id symbol name assetClass quantity marketValue currency }
+      transactions { id type symbol amount quantity price tradeDate }
+    }
+  }
+`;
+var LIST_ACCOUNTS = `
+  query BrainyrichListAccounts(
+    $householdId: ID
+    $status: BraAccountStatus
+    $pagination: PaginationInput
+  ) {
+    braListAccounts(householdId: $householdId, status: $status, pagination: $pagination) {
+      items { ${ACCOUNT_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var CREATE_ACCOUNT = `
+  mutation BrainyrichCreateAccount($input: BraCreateAccountInput!) {
+    braCreateAccount(input: $input) {
+      ${ACCOUNT_FIELDS}
+    }
+  }
+`;
+var UPDATE_ACCOUNT = `
+  mutation BrainyrichUpdateAccount($id: ID!, $input: BraUpdateAccountInput!) {
+    braUpdateAccount(id: $id, input: $input) {
+      ${ACCOUNT_FIELDS}
+    }
+  }
+`;
+var ARCHIVE_ACCOUNT = `
+  mutation BrainyrichArchiveAccount($id: ID!) {
+    braArchiveAccount(id: $id)
+  }
+`;
+var GET_PORTFOLIO = `
+  query BrainyrichGetPortfolio($id: ID!) {
+    braPortfolio(id: $id) {
+      ${PORTFOLIO_FIELDS}
+      holdings { id symbol name assetClass quantity marketValue currency }
+    }
+  }
+`;
+var LIST_PORTFOLIOS = `
+  query BrainyrichListPortfolios(
+    $householdId: ID
+    $status: BraPortfolioStatus
+    $pagination: PaginationInput
+  ) {
+    braListPortfolios(householdId: $householdId, status: $status, pagination: $pagination) {
+      items { ${PORTFOLIO_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var CREATE_PORTFOLIO = `
+  mutation BrainyrichCreatePortfolio($input: BraCreatePortfolioInput!) {
+    braCreatePortfolio(input: $input) {
+      ${PORTFOLIO_FIELDS}
+    }
+  }
+`;
+var UPDATE_PORTFOLIO = `
+  mutation BrainyrichUpdatePortfolio($id: ID!, $input: BraUpdatePortfolioInput!) {
+    braUpdatePortfolio(id: $id, input: $input) {
+      ${PORTFOLIO_FIELDS}
+    }
+  }
+`;
+var ARCHIVE_PORTFOLIO = `
+  mutation BrainyrichArchivePortfolio($id: ID!) {
+    braArchivePortfolio(id: $id)
+  }
+`;
+var LIST_HOLDINGS = `
+  query BrainyrichListHoldings($accountId: ID, $portfolioId: ID) {
+    braListHoldings(accountId: $accountId, portfolioId: $portfolioId) {
+      ${HOLDING_FIELDS}
+    }
+  }
+`;
+var CREATE_HOLDING = `
+  mutation BrainyrichCreateHolding($input: BraCreateHoldingInput!) {
+    braCreateHolding(input: $input) {
+      ${HOLDING_FIELDS}
+    }
+  }
+`;
+var UPDATE_HOLDING = `
+  mutation BrainyrichUpdateHolding($id: ID!, $input: BraUpdateHoldingInput!) {
+    braUpdateHolding(id: $id, input: $input) {
+      ${HOLDING_FIELDS}
+    }
+  }
+`;
+var DELETE_HOLDING = `
+  mutation BrainyrichDeleteHolding($id: ID!) {
+    braDeleteHolding(id: $id)
+  }
+`;
+var LIST_TRANSACTIONS = `
+  query BrainyrichListTransactions(
+    $accountId: ID
+    $type: BraTransactionType
+    $pagination: PaginationInput
+  ) {
+    braListTransactions(accountId: $accountId, type: $type, pagination: $pagination) {
+      items { ${TRANSACTION_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var RECORD_TRANSACTION = `
+  mutation BrainyrichRecordTransaction($input: BraCreateTransactionInput!) {
+    braRecordTransaction(input: $input) {
+      ${TRANSACTION_FIELDS}
+    }
+  }
+`;
+var GET_GOAL = `
+  query BrainyrichGetGoal($id: ID!) {
+    braGoal(id: $id) {
+      ${GOAL_FIELDS}
+      fundings { ${GOAL_FUNDING_FIELDS} }
+    }
+  }
+`;
+var LIST_GOALS = `
+  query BrainyrichListGoals(
+    $householdId: ID
+    $status: BraGoalStatus
+    $pagination: PaginationInput
+  ) {
+    braListGoals(householdId: $householdId, status: $status, pagination: $pagination) {
+      items { ${GOAL_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var CREATE_GOAL = `
+  mutation BrainyrichCreateGoal($input: BraCreateGoalInput!) {
+    braCreateGoal(input: $input) {
+      ${GOAL_FIELDS}
+    }
+  }
+`;
+var UPDATE_GOAL = `
+  mutation BrainyrichUpdateGoal($id: ID!, $input: BraUpdateGoalInput!) {
+    braUpdateGoal(id: $id, input: $input) {
+      ${GOAL_FIELDS}
+    }
+  }
+`;
+var ARCHIVE_GOAL = `
+  mutation BrainyrichArchiveGoal($id: ID!) {
+    braArchiveGoal(id: $id)
+  }
+`;
+var RECALC_GOAL_PROJECTION = `
+  mutation BrainyrichRecalcGoalProjection($id: ID!, $fundedAmount: Float!) {
+    braRecalcGoalProjection(id: $id, fundedAmount: $fundedAmount) {
+      ${GOAL_FIELDS}
+    }
+  }
+`;
+var LIST_GOAL_FUNDINGS = `
+  query BrainyrichListGoalFundings($goalId: ID!) {
+    braListGoalFundings(goalId: $goalId) {
+      ${GOAL_FUNDING_FIELDS}
+    }
+  }
+`;
+var LINK_GOAL_FUNDING = `
+  mutation BrainyrichLinkGoalFunding($input: BraLinkGoalFundingInput!) {
+    braLinkGoalFunding(input: $input) {
+      ${GOAL_FUNDING_FIELDS}
+    }
+  }
+`;
+var UNLINK_GOAL_FUNDING = `
+  mutation BrainyrichUnlinkGoalFunding($id: ID!) {
+    braUnlinkGoalFunding(id: $id)
+  }
+`;
+var GET_HOUSEHOLD = `
+  query BrainyrichGetHousehold($id: ID!) {
+    braHousehold(id: $id) {
+      ${HOUSEHOLD_FIELDS}
+    }
+  }
+`;
+var LIST_HOUSEHOLDS = `
+  query BrainyrichListHouseholds(
+    $status: BraHouseholdStatus
+    $pagination: PaginationInput
+  ) {
+    braListHouseholds(status: $status, pagination: $pagination) {
+      items { ${HOUSEHOLD_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var CREATE_HOUSEHOLD = `
+  mutation BrainyrichCreateHousehold($input: BraCreateHouseholdInput!) {
+    braCreateHousehold(input: $input) {
+      ${HOUSEHOLD_FIELDS}
+    }
+  }
+`;
+var UPDATE_HOUSEHOLD = `
+  mutation BrainyrichUpdateHousehold($id: ID!, $input: BraUpdateHouseholdInput!) {
+    braUpdateHousehold(id: $id, input: $input) {
+      ${HOUSEHOLD_FIELDS}
+    }
+  }
+`;
+var ARCHIVE_HOUSEHOLD = `
+  mutation BrainyrichArchiveHousehold($id: ID!) {
+    braArchiveHousehold(id: $id)
+  }
+`;
+var GET_MODEL_PORTFOLIO = `
+  query BrainyrichGetModelPortfolio($id: ID!) {
+    braModelPortfolio(id: $id) {
+      ${MODEL_PORTFOLIO_FIELDS}
+      allocations { ${MODEL_ALLOCATION_FIELDS} }
+    }
+  }
+`;
+var LIST_MODEL_PORTFOLIOS = `
+  query BrainyrichListModelPortfolios {
+    braListModelPortfolios {
+      ${MODEL_PORTFOLIO_FIELDS}
+      allocations { ${MODEL_ALLOCATION_FIELDS} }
+    }
+  }
+`;
+var CREATE_MODEL_PORTFOLIO = `
+  mutation BrainyrichCreateModelPortfolio($input: BraCreateModelPortfolioInput!) {
+    braCreateModelPortfolio(input: $input) {
+      ${MODEL_PORTFOLIO_FIELDS}
+      allocations { ${MODEL_ALLOCATION_FIELDS} }
+    }
+  }
+`;
+var LIST_REBALANCE_PROPOSALS = `
+  query BrainyrichListRebalanceProposals(
+    $householdId: ID
+    $portfolioId: ID
+    $status: BraRebalanceStatus
+  ) {
+    braListRebalanceProposals(householdId: $householdId, portfolioId: $portfolioId, status: $status) {
+      ${REBALANCE_FIELDS}
+    }
+  }
+`;
+var CREATE_REBALANCE_PROPOSAL = `
+  mutation BrainyrichCreateRebalanceProposal($input: BraCreateRebalanceProposalInput!) {
+    braCreateRebalanceProposal(input: $input) {
+      ${REBALANCE_FIELDS}
+    }
+  }
+`;
+var TRANSITION_REBALANCE_PROPOSAL = `
+  mutation BrainyrichTransitionRebalanceProposal($id: ID!, $status: BraRebalanceStatus!) {
+    braTransitionRebalanceProposal(id: $id, status: $status) {
+      ${REBALANCE_FIELDS}
+    }
+  }
+`;
+var GET_INSIGHT = `
+  query BrainyrichGetInsight($id: ID!) {
+    braInsight(id: $id) {
+      ${INSIGHT_FIELDS}
+    }
+  }
+`;
+var LIST_INSIGHTS = `
+  query BrainyrichListInsights(
+    $severity: BraInsightSeverity
+    $status: BraInsightStatus
+    $subjectId: ID
+    $subjectType: String
+    $pagination: PaginationInput
+  ) {
+    braListInsights(
+      severity: $severity
+      status: $status
+      subjectId: $subjectId
+      subjectType: $subjectType
+      pagination: $pagination
+    ) {
+      items { ${INSIGHT_FIELDS} }
+      ${PAGE_INFO}
+    }
+  }
+`;
+var CREATE_INSIGHT = `
+  mutation BrainyrichCreateInsight($input: BraCreateInsightInput!) {
+    braCreateInsight(input: $input) {
+      ${INSIGHT_FIELDS}
+    }
+  }
+`;
+var ACKNOWLEDGE_INSIGHT = `
+  mutation BrainyrichAcknowledgeInsight($id: ID!) {
+    braAcknowledgeInsight(id: $id) {
+      ${INSIGHT_FIELDS}
+    }
+  }
+`;
+var RESOLVE_INSIGHT = `
+  mutation BrainyrichResolveInsight($id: ID!) {
+    braResolveInsight(id: $id) {
+      ${INSIGHT_FIELDS}
+    }
+  }
+`;
+var DISMISS_INSIGHT = `
+  mutation BrainyrichDismissInsight($id: ID!) {
+    braDismissInsight(id: $id) {
+      ${INSIGHT_FIELDS}
+    }
+  }
+`;
+var NET_WORTH_SUMMARY = `
+  query BrainyrichNetWorthSummary($ownerId: ID) {
+    braNetWorthSummary(ownerId: $ownerId) {
+      ${NET_WORTH_SUMMARY_FIELDS}
+    }
+  }
+`;
+var HEALTH = `
+  query BrainyrichHealth {
+    braHealth
+  }
+`;
+var AccountStatusEnum = z.enum(["ACTIVE", "ARCHIVED", "CLOSED"]).describe("Lifecycle status of a financial account");
+var AccountTypeEnum = z.enum([
+  "ALTERNATIVE",
+  "BANK",
+  "BROKERAGE",
+  "CASH",
+  "CRYPTO",
+  "LIABILITY",
+  "REAL_ESTATE",
+  "RETIREMENT"
+]).describe("Type/classification of a financial account");
+var AssetClassEnum = z.enum(["ALTERNATIVE", "CASH", "COMMODITY", "CRYPTO", "EQUITY", "FIXED_INCOME", "REAL_ESTATE"]).describe("Asset class of a holding or model allocation");
+var GoalStatusEnum = z.enum(["ABANDONED", "ACHIEVED", "ACTIVE", "ON_HOLD"]).describe("Lifecycle status of a financial goal");
+var GoalTypeEnum = z.enum([
+  "CUSTOM",
+  "EDUCATION",
+  "EMERGENCY_FUND",
+  "HOME",
+  "MAJOR_PURCHASE",
+  "RETIREMENT",
+  "WEALTH_GROWTH"
+]).describe("Category of a financial goal");
+var HouseholdStatusEnum = z.enum(["ACTIVE", "INACTIVE", "ONBOARDING", "PROSPECT"]).describe("Lifecycle status of an advisory household");
+var InsightSeverityEnum = z.enum(["CRITICAL", "HIGH", "INFO", "LOW", "MEDIUM"]).describe("Severity of a proactive insight");
+var InsightStatusEnum = z.enum(["ACKNOWLEDGED", "DISMISSED", "OPEN", "RESOLVED"]).describe("Lifecycle status of a proactive insight");
+var InsightTypeEnum = z.enum([
+  "CASH_DRAG",
+  "CONCENTRATION_RISK",
+  "DRIFT",
+  "FEE_ANOMALY",
+  "GOAL_AT_RISK",
+  "REBALANCE_DUE",
+  "TAX_OPPORTUNITY"
+]).describe("Category of a proactive insight signal");
+var PortfolioStatusEnum = z.enum(["ACTIVE", "ARCHIVED", "DRAFT"]).describe("Lifecycle status of an investment portfolio");
+var RebalanceStatusEnum = z.enum(["APPROVED", "CANCELLED", "DRAFT", "EXECUTED", "PROPOSED", "REJECTED"]).describe("Review-lifecycle status of a rebalance proposal");
+var RiskProfileEnum = z.enum(["AGGRESSIVE", "BALANCED", "CONSERVATIVE", "GROWTH", "MODERATE"]).describe("Risk profile of a household or model portfolio");
+var TransactionTypeEnum = z.enum(["BUY", "DEPOSIT", "DIVIDEND", "FEE", "INTEREST", "SELL", "TRANSFER", "WITHDRAWAL"]).describe("Type of an account transaction");
+var JsonObject = z.record(z.string(), z.unknown());
+
+// src/modules/brainyrich/tools/accounts.ts
+function registerAccountTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "accounts_get")),
+    {
+      title: "Get Account",
+      description: "Fetch a single Brainyrich financial account by ID, including its holdings and recent transactions.",
+      inputSchema: { id: z.string().describe("Account ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_ACCOUNT, { id });
+        if (!data.braAccount) return errorResult(`Account ${id} not found`);
+        return jsonResult(data.braAccount);
+      } catch (error) {
+        ctx.logger.error("brainyrich accounts_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get account: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "accounts_list")),
+    {
+      title: "List Accounts",
+      description: "List financial accounts in the bound workspace with optional household/status filters and pagination.",
+      inputSchema: {
+        householdId: z.string().optional().describe("Filter by household ID"),
+        status: AccountStatusEnum.optional().describe("Filter by lifecycle status"),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ householdId, status, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_ACCOUNTS, {
+          householdId,
+          status,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListAccounts);
+      } catch (error) {
+        ctx.logger.error("brainyrich accounts_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list accounts: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "accounts_create")),
+    {
+      title: "Create Account",
+      description: "Open a new financial account. `name` is required; `type` defaults to BROKERAGE and `status` to ACTIVE.",
+      inputSchema: {
+        name: z.string().min(1).describe("Account display name"),
+        type: AccountTypeEnum.optional().describe("Account type (default BROKERAGE)"),
+        status: AccountStatusEnum.optional().describe("Lifecycle status (default ACTIVE)"),
+        currency: z.string().optional().describe("ISO currency code (default workspace currency)"),
+        cashBalance: z.number().optional().describe("Opening cash balance"),
+        accountMask: z.string().optional().describe('Masked account number, e.g. "****1234"'),
+        institution: z.string().optional().describe("Custodian / institution name"),
+        isManual: z.boolean().optional().describe("Whether the account is manually tracked"),
+        householdId: z.string().optional().describe("Owning household ID"),
+        ownerId: z.string().optional().describe("Owning user ID (defaults to the caller)")
+      }
+    },
+    async ({
+      name,
+      type,
+      status,
+      currency,
+      cashBalance,
+      accountMask,
+      institution,
+      isManual,
+      householdId,
+      ownerId
+    }) => {
+      try {
+        const input = { name };
+        if (type !== void 0) input.type = type;
+        if (status !== void 0) input.status = status;
+        if (currency !== void 0) input.currency = currency;
+        if (cashBalance !== void 0) input.cashBalance = cashBalance;
+        if (accountMask !== void 0) input.accountMask = accountMask;
+        if (institution !== void 0) input.institution = institution;
+        if (isManual !== void 0) input.isManual = isManual;
+        if (householdId !== void 0) input.householdId = householdId;
+        if (ownerId !== void 0) input.ownerId = ownerId;
+        const data = await ctx.gql.workspace.request(CREATE_ACCOUNT, { input });
+        return jsonResult(data.braCreateAccount);
+      } catch (error) {
+        ctx.logger.error("brainyrich accounts_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create account: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "accounts_update")),
+    {
+      title: "Update Account",
+      description: "Update a financial account. At least one mutable field must be provided.",
+      inputSchema: {
+        id: z.string().describe("Account ID"),
+        name: z.string().optional().describe("Updated display name"),
+        type: AccountTypeEnum.optional().describe("Updated account type"),
+        status: AccountStatusEnum.optional().describe("Updated lifecycle status"),
+        currency: z.string().optional().describe("Updated currency code"),
+        cashBalance: z.number().optional().describe("Updated cash balance"),
+        accountMask: z.string().optional().describe("Updated masked account number"),
+        institution: z.string().optional().describe("Updated institution name"),
+        householdId: z.string().optional().describe("Updated owning household ID")
+      }
+    },
+    async ({
+      id,
+      name,
+      type,
+      status,
+      currency,
+      cashBalance,
+      accountMask,
+      institution,
+      householdId
+    }) => {
+      try {
+        const input = {};
+        if (name !== void 0) input.name = name;
+        if (type !== void 0) input.type = type;
+        if (status !== void 0) input.status = status;
+        if (currency !== void 0) input.currency = currency;
+        if (cashBalance !== void 0) input.cashBalance = cashBalance;
+        if (accountMask !== void 0) input.accountMask = accountMask;
+        if (institution !== void 0) input.institution = institution;
+        if (householdId !== void 0) input.householdId = householdId;
+        if (Object.keys(input).length === 0) {
+          return errorResult(
+            "No updates specified \u2014 provide at least one of name/type/status/currency/cashBalance/accountMask/institution/householdId"
+          );
+        }
+        const data = await ctx.gql.workspace.request(UPDATE_ACCOUNT, { id, input });
+        return jsonResult(data.braUpdateAccount);
+      } catch (error) {
+        ctx.logger.error("brainyrich accounts_update failed", { error: String(error) });
+        return errorResult(
+          `Failed to update account: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "accounts_archive")),
+    {
+      title: "Archive Account",
+      description: "Archive (soft-delete) a financial account by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Account ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          ARCHIVE_ACCOUNT,
+          { id }
+        );
+        return jsonResult({ archived: data.braArchiveAccount, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich accounts_archive failed", { error: String(error) });
+        return errorResult(
+          `Failed to archive account: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerPortfolioTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "portfolios_get")),
+    {
+      title: "Get Portfolio",
+      description: "Fetch a single investment portfolio by ID, including its holdings.",
+      inputSchema: { id: z.string().describe("Portfolio ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_PORTFOLIO, { id });
+        if (!data.braPortfolio) return errorResult(`Portfolio ${id} not found`);
+        return jsonResult(data.braPortfolio);
+      } catch (error) {
+        ctx.logger.error("brainyrich portfolios_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "portfolios_list")),
+    {
+      title: "List Portfolios",
+      description: "List investment portfolios with optional household/status filters and pagination.",
+      inputSchema: {
+        householdId: z.string().optional().describe("Filter by household ID"),
+        status: PortfolioStatusEnum.optional().describe("Filter by lifecycle status"),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ householdId, status, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_PORTFOLIOS, {
+          householdId,
+          status,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListPortfolios);
+      } catch (error) {
+        ctx.logger.error("brainyrich portfolios_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list portfolios: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "portfolios_create")),
+    {
+      title: "Create Portfolio",
+      description: "Create an investment portfolio. `name` is required. Optionally bind a model portfolio (`modelPortfolioId`) and a target allocation JSON.",
+      inputSchema: {
+        name: z.string().min(1).describe("Portfolio display name"),
+        description: z.string().optional().describe("Portfolio description"),
+        ownerId: z.string().optional().describe("Owning user ID (defaults to the caller)"),
+        householdId: z.string().optional().describe("Owning household ID"),
+        modelPortfolioId: z.string().optional().describe("Model portfolio to track"),
+        baseCurrency: z.string().optional().describe("Base currency code"),
+        driftThresholdPct: z.number().optional().describe("Drift threshold percentage that triggers rebalance signals"),
+        tags: z.array(z.string()).optional().describe("Free-form tags"),
+        targetAllocation: JsonObject.optional().describe(
+          "Target allocation JSON (asset-class \u2192 target percentage)"
+        )
+      }
+    },
+    async ({
+      name,
+      description,
+      ownerId,
+      householdId,
+      modelPortfolioId,
+      baseCurrency,
+      driftThresholdPct,
+      tags,
+      targetAllocation
+    }) => {
+      try {
+        const input = { name };
+        if (description !== void 0) input.description = description;
+        if (ownerId !== void 0) input.ownerId = ownerId;
+        if (householdId !== void 0) input.householdId = householdId;
+        if (modelPortfolioId !== void 0) input.modelPortfolioId = modelPortfolioId;
+        if (baseCurrency !== void 0) input.baseCurrency = baseCurrency;
+        if (driftThresholdPct !== void 0) input.driftThresholdPct = driftThresholdPct;
+        if (tags !== void 0) input.tags = tags;
+        if (targetAllocation !== void 0) input.targetAllocation = targetAllocation;
+        const data = await ctx.gql.workspace.request(CREATE_PORTFOLIO, { input });
+        return jsonResult(data.braCreatePortfolio);
+      } catch (error) {
+        ctx.logger.error("brainyrich portfolios_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "portfolios_update")),
+    {
+      title: "Update Portfolio",
+      description: "Update an investment portfolio. At least one mutable field must be provided.",
+      inputSchema: {
+        id: z.string().describe("Portfolio ID"),
+        name: z.string().optional().describe("Updated display name"),
+        description: z.string().optional().describe("Updated description"),
+        status: PortfolioStatusEnum.optional().describe("Updated lifecycle status"),
+        baseCurrency: z.string().optional().describe("Updated base currency"),
+        modelPortfolioId: z.string().optional().describe("Updated model portfolio binding"),
+        driftThresholdPct: z.number().optional().describe("Updated drift threshold percentage"),
+        tags: z.array(z.string()).optional().describe("Updated tags"),
+        targetAllocation: JsonObject.optional().describe("Updated target allocation JSON")
+      }
+    },
+    async ({
+      id,
+      name,
+      description,
+      status,
+      baseCurrency,
+      modelPortfolioId,
+      driftThresholdPct,
+      tags,
+      targetAllocation
+    }) => {
+      try {
+        const input = {};
+        if (name !== void 0) input.name = name;
+        if (description !== void 0) input.description = description;
+        if (status !== void 0) input.status = status;
+        if (baseCurrency !== void 0) input.baseCurrency = baseCurrency;
+        if (modelPortfolioId !== void 0) input.modelPortfolioId = modelPortfolioId;
+        if (driftThresholdPct !== void 0) input.driftThresholdPct = driftThresholdPct;
+        if (tags !== void 0) input.tags = tags;
+        if (targetAllocation !== void 0) input.targetAllocation = targetAllocation;
+        if (Object.keys(input).length === 0) {
+          return errorResult(
+            "No updates specified \u2014 provide at least one of name/description/status/baseCurrency/modelPortfolioId/driftThresholdPct/tags/targetAllocation"
+          );
+        }
+        const data = await ctx.gql.workspace.request(UPDATE_PORTFOLIO, { id, input });
+        return jsonResult(data.braUpdatePortfolio);
+      } catch (error) {
+        ctx.logger.error("brainyrich portfolios_update failed", { error: String(error) });
+        return errorResult(
+          `Failed to update portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "portfolios_archive")),
+    {
+      title: "Archive Portfolio",
+      description: "Archive (soft-delete) a portfolio by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Portfolio ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          ARCHIVE_PORTFOLIO,
+          { id }
+        );
+        return jsonResult({ archived: data.braArchivePortfolio, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich portfolios_archive failed", { error: String(error) });
+        return errorResult(
+          `Failed to archive portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerHoldingTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "holdings_list")),
+    {
+      title: "List Holdings",
+      description: "List holdings (positions), optionally filtered by account and/or portfolio. Each holding includes a server-derived marketValue.",
+      inputSchema: {
+        accountId: z.string().optional().describe("Filter by account ID"),
+        portfolioId: z.string().optional().describe("Filter by portfolio ID")
+      }
+    },
+    async ({ accountId, portfolioId }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_HOLDINGS, { accountId, portfolioId });
+        return jsonResult(data.braListHoldings);
+      } catch (error) {
+        ctx.logger.error("brainyrich holdings_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list holdings: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "holdings_create")),
+    {
+      title: "Create Holding",
+      description: "Add a holding (position) to an account. `accountId` and `symbol` are required; `assetClass` defaults to EQUITY.",
+      inputSchema: {
+        accountId: z.string().min(1).describe("Owning account ID"),
+        symbol: z.string().min(1).describe("Instrument symbol/ticker"),
+        name: z.string().optional().describe("Instrument display name"),
+        assetClass: AssetClassEnum.optional().describe("Asset class (default EQUITY)"),
+        quantity: z.number().optional().describe("Units held"),
+        costBasis: z.number().optional().describe("Total cost basis"),
+        lastPrice: z.number().optional().describe("Last known unit price"),
+        currency: z.string().optional().describe("Currency code"),
+        portfolioId: z.string().optional().describe("Portfolio this holding belongs to"),
+        asOf: z.string().optional().describe("As-of timestamp (ISO-8601 DateTime)")
+      }
+    },
+    async ({
+      accountId,
+      symbol,
+      name,
+      assetClass,
+      quantity,
+      costBasis,
+      lastPrice,
+      currency,
+      portfolioId,
+      asOf
+    }) => {
+      try {
+        const input = { accountId, symbol };
+        if (name !== void 0) input.name = name;
+        if (assetClass !== void 0) input.assetClass = assetClass;
+        if (quantity !== void 0) input.quantity = quantity;
+        if (costBasis !== void 0) input.costBasis = costBasis;
+        if (lastPrice !== void 0) input.lastPrice = lastPrice;
+        if (currency !== void 0) input.currency = currency;
+        if (portfolioId !== void 0) input.portfolioId = portfolioId;
+        if (asOf !== void 0) input.asOf = asOf;
+        const data = await ctx.gql.workspace.request(CREATE_HOLDING, { input });
+        return jsonResult(data.braCreateHolding);
+      } catch (error) {
+        ctx.logger.error("brainyrich holdings_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create holding: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "holdings_update")),
+    {
+      title: "Update Holding",
+      description: "Update a holding (e.g. mark price, quantity, cost basis). At least one mutable field required.",
+      inputSchema: {
+        id: z.string().describe("Holding ID"),
+        name: z.string().optional().describe("Updated instrument name"),
+        assetClass: AssetClassEnum.optional().describe("Updated asset class"),
+        quantity: z.number().optional().describe("Updated units held"),
+        costBasis: z.number().optional().describe("Updated cost basis"),
+        lastPrice: z.number().optional().describe("Updated last price"),
+        portfolioId: z.string().optional().describe("Updated portfolio binding"),
+        asOf: z.string().optional().describe("Updated as-of timestamp (ISO-8601 DateTime)")
+      }
+    },
+    async ({ id, name, assetClass, quantity, costBasis, lastPrice, portfolioId, asOf }) => {
+      try {
+        const input = {};
+        if (name !== void 0) input.name = name;
+        if (assetClass !== void 0) input.assetClass = assetClass;
+        if (quantity !== void 0) input.quantity = quantity;
+        if (costBasis !== void 0) input.costBasis = costBasis;
+        if (lastPrice !== void 0) input.lastPrice = lastPrice;
+        if (portfolioId !== void 0) input.portfolioId = portfolioId;
+        if (asOf !== void 0) input.asOf = asOf;
+        if (Object.keys(input).length === 0) {
+          return errorResult(
+            "No updates specified \u2014 provide at least one of name/assetClass/quantity/costBasis/lastPrice/portfolioId/asOf"
+          );
+        }
+        const data = await ctx.gql.workspace.request(UPDATE_HOLDING, { id, input });
+        return jsonResult(data.braUpdateHolding);
+      } catch (error) {
+        ctx.logger.error("brainyrich holdings_update failed", { error: String(error) });
+        return errorResult(
+          `Failed to update holding: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "holdings_delete")),
+    {
+      title: "Delete Holding",
+      description: "Delete a holding by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Holding ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          DELETE_HOLDING,
+          { id }
+        );
+        return jsonResult({ deleted: data.braDeleteHolding, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich holdings_delete failed", { error: String(error) });
+        return errorResult(
+          `Failed to delete holding: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerTransactionTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "transactions_list")),
+    {
+      title: "List Transactions",
+      description: "List account transactions, optionally filtered by account and/or type, with pagination.",
+      inputSchema: {
+        accountId: z.string().optional().describe("Filter by account ID"),
+        type: TransactionTypeEnum.optional().describe("Filter by transaction type"),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ accountId, type, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_TRANSACTIONS, {
+          accountId,
+          type,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListTransactions);
+      } catch (error) {
+        ctx.logger.error("brainyrich transactions_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list transactions: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "transactions_record")),
+    {
+      title: "Record Transaction",
+      description: "Record a transaction against an account. `accountId`, `type`, and `tradeDate` are required. Trade types (BUY/SELL/etc.) may carry symbol/quantity/price; cash types (DEPOSIT/WITHDRAWAL/etc.) carry amount.",
+      inputSchema: {
+        accountId: z.string().min(1).describe("Account the transaction posts to"),
+        type: TransactionTypeEnum.describe("Transaction type"),
+        tradeDate: z.string().min(1).describe("Trade date (ISO-8601 DateTime)"),
+        symbol: z.string().optional().describe("Instrument symbol (trades)"),
+        holdingId: z.string().optional().describe("Related holding ID (trades)"),
+        quantity: z.number().optional().describe("Units transacted"),
+        price: z.number().optional().describe("Unit price"),
+        amount: z.number().optional().describe("Cash amount (cash transactions)"),
+        fee: z.number().optional().describe("Transaction fee"),
+        currency: z.string().optional().describe("Currency code"),
+        settleDate: z.string().optional().describe("Settlement date (ISO-8601 DateTime)"),
+        notes: z.string().optional().describe("Free-form notes")
+      }
+    },
+    async ({
+      accountId,
+      type,
+      tradeDate,
+      symbol,
+      holdingId,
+      quantity,
+      price,
+      amount,
+      fee,
+      currency,
+      settleDate,
+      notes
+    }) => {
+      try {
+        const input = { accountId, type, tradeDate };
+        if (symbol !== void 0) input.symbol = symbol;
+        if (holdingId !== void 0) input.holdingId = holdingId;
+        if (quantity !== void 0) input.quantity = quantity;
+        if (price !== void 0) input.price = price;
+        if (amount !== void 0) input.amount = amount;
+        if (fee !== void 0) input.fee = fee;
+        if (currency !== void 0) input.currency = currency;
+        if (settleDate !== void 0) input.settleDate = settleDate;
+        if (notes !== void 0) input.notes = notes;
+        const data = await ctx.gql.workspace.request(RECORD_TRANSACTION, { input });
+        return jsonResult(data.braRecordTransaction);
+      } catch (error) {
+        ctx.logger.error("brainyrich transactions_record failed", { error: String(error) });
+        return errorResult(
+          `Failed to record transaction: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerGoalTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_get")),
+    {
+      title: "Get Goal",
+      description: "Fetch a single financial goal by ID, including its funding links.",
+      inputSchema: { id: z.string().describe("Goal ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_GOAL, { id });
+        if (!data.braGoal) return errorResult(`Goal ${id} not found`);
+        return jsonResult(data.braGoal);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get goal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_list")),
+    {
+      title: "List Goals",
+      description: "List financial goals with optional household/status filters and pagination.",
+      inputSchema: {
+        householdId: z.string().optional().describe("Filter by household ID"),
+        status: GoalStatusEnum.optional().describe("Filter by goal status"),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ householdId, status, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_GOALS, {
+          householdId,
+          status,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListGoals);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list goals: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_create")),
+    {
+      title: "Create Goal",
+      description: "Create a financial goal. `name`, `targetAmount`, and `targetDate` are required; `type` defaults to CUSTOM.",
+      inputSchema: {
+        name: z.string().min(1).describe("Goal name"),
+        targetAmount: z.number().describe("Target amount to reach"),
+        targetDate: z.string().min(1).describe("Target date (ISO-8601 DateTime)"),
+        type: GoalTypeEnum.optional().describe("Goal category (default CUSTOM)"),
+        monthlyContribution: z.number().optional().describe("Planned monthly contribution"),
+        priority: z.number().int().optional().describe("Priority rank"),
+        currency: z.string().optional().describe("Currency code"),
+        ownerId: z.string().optional().describe("Owning user ID (defaults to the caller)"),
+        householdId: z.string().optional().describe("Owning household ID"),
+        notes: z.string().optional().describe("Free-form notes"),
+        tags: z.array(z.string()).optional().describe("Free-form tags")
+      }
+    },
+    async ({
+      name,
+      targetAmount,
+      targetDate,
+      type,
+      monthlyContribution,
+      priority,
+      currency,
+      ownerId,
+      householdId,
+      notes,
+      tags
+    }) => {
+      try {
+        const input = { name, targetAmount, targetDate };
+        if (type !== void 0) input.type = type;
+        if (monthlyContribution !== void 0) input.monthlyContribution = monthlyContribution;
+        if (priority !== void 0) input.priority = priority;
+        if (currency !== void 0) input.currency = currency;
+        if (ownerId !== void 0) input.ownerId = ownerId;
+        if (householdId !== void 0) input.householdId = householdId;
+        if (notes !== void 0) input.notes = notes;
+        if (tags !== void 0) input.tags = tags;
+        const data = await ctx.gql.workspace.request(CREATE_GOAL, { input });
+        return jsonResult(data.braCreateGoal);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create goal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_update")),
+    {
+      title: "Update Goal",
+      description: "Update a financial goal. At least one mutable field must be provided.",
+      inputSchema: {
+        id: z.string().describe("Goal ID"),
+        name: z.string().optional().describe("Updated name"),
+        type: GoalTypeEnum.optional().describe("Updated goal category"),
+        status: GoalStatusEnum.optional().describe("Updated status"),
+        priority: z.number().int().optional().describe("Updated priority rank"),
+        targetAmount: z.number().optional().describe("Updated target amount"),
+        targetDate: z.string().optional().describe("Updated target date (ISO-8601 DateTime)"),
+        monthlyContribution: z.number().optional().describe("Updated monthly contribution"),
+        currency: z.string().optional().describe("Updated currency code"),
+        notes: z.string().optional().describe("Updated notes"),
+        tags: z.array(z.string()).optional().describe("Updated tags")
+      }
+    },
+    async ({
+      id,
+      name,
+      type,
+      status,
+      priority,
+      targetAmount,
+      targetDate,
+      monthlyContribution,
+      currency,
+      notes,
+      tags
+    }) => {
+      try {
+        const input = {};
+        if (name !== void 0) input.name = name;
+        if (type !== void 0) input.type = type;
+        if (status !== void 0) input.status = status;
+        if (priority !== void 0) input.priority = priority;
+        if (targetAmount !== void 0) input.targetAmount = targetAmount;
+        if (targetDate !== void 0) input.targetDate = targetDate;
+        if (monthlyContribution !== void 0) input.monthlyContribution = monthlyContribution;
+        if (currency !== void 0) input.currency = currency;
+        if (notes !== void 0) input.notes = notes;
+        if (tags !== void 0) input.tags = tags;
+        if (Object.keys(input).length === 0) {
+          return errorResult(
+            "No updates specified \u2014 provide at least one of name/type/status/priority/targetAmount/targetDate/monthlyContribution/currency/notes/tags"
+          );
+        }
+        const data = await ctx.gql.workspace.request(UPDATE_GOAL, { id, input });
+        return jsonResult(data.braUpdateGoal);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_update failed", { error: String(error) });
+        return errorResult(
+          `Failed to update goal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_archive")),
+    {
+      title: "Archive Goal",
+      description: "Archive (soft-delete) a goal by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Goal ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          ARCHIVE_GOAL,
+          { id }
+        );
+        return jsonResult({ archived: data.braArchiveGoal, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_archive failed", { error: String(error) });
+        return errorResult(
+          `Failed to archive goal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_recalc_projection")),
+    {
+      title: "Recalculate Goal Projection",
+      description: "Recompute and persist a goal's projection (AHEAD/ON_TRACK/BEHIND/AT_RISK) from its funded value vs. target.",
+      inputSchema: {
+        id: z.string().describe("Goal ID"),
+        fundedAmount: z.number().describe("Currently funded amount toward the goal")
+      }
+    },
+    async ({ id, fundedAmount }) => {
+      try {
+        const data = await ctx.gql.workspace.request(RECALC_GOAL_PROJECTION, { id, fundedAmount });
+        return jsonResult(data.braRecalcGoalProjection);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_recalc_projection failed", { error: String(error) });
+        return errorResult(
+          `Failed to recalc goal projection: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_list_fundings")),
+    {
+      title: "List Goal Fundings",
+      description: "List the funding links (account allocations) attached to a goal.",
+      inputSchema: { goalId: z.string().describe("Goal ID") }
+    },
+    async ({ goalId }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_GOAL_FUNDINGS, { goalId });
+        return jsonResult(data.braListGoalFundings);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_list_fundings failed", { error: String(error) });
+        return errorResult(
+          `Failed to list goal fundings: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_link_funding")),
+    {
+      title: "Link Goal Funding",
+      description: "Link an account to a goal as a funding source. Provide either an allocation percentage or a fixed amount.",
+      inputSchema: {
+        goalId: z.string().min(1).describe("Goal to fund"),
+        accountId: z.string().min(1).describe("Funding account"),
+        allocationPct: z.number().optional().describe("Percentage of the account allocated to the goal"),
+        fixedAmount: z.number().optional().describe("Fixed amount allocated to the goal")
+      }
+    },
+    async ({ goalId, accountId, allocationPct, fixedAmount }) => {
+      try {
+        const input = { goalId, accountId };
+        if (allocationPct !== void 0) input.allocationPct = allocationPct;
+        if (fixedAmount !== void 0) input.fixedAmount = fixedAmount;
+        const data = await ctx.gql.workspace.request(LINK_GOAL_FUNDING, { input });
+        return jsonResult(data.braLinkGoalFunding);
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_link_funding failed", { error: String(error) });
+        return errorResult(
+          `Failed to link goal funding: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "goals_unlink_funding")),
+    {
+      title: "Unlink Goal Funding",
+      description: "Remove a goal funding link by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Goal funding ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          UNLINK_GOAL_FUNDING,
+          { id }
+        );
+        return jsonResult({ unlinked: data.braUnlinkGoalFunding, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich goals_unlink_funding failed", { error: String(error) });
+        return errorResult(
+          `Failed to unlink goal funding: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerHouseholdTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "households_get")),
+    {
+      title: "Get Household",
+      description: "Fetch a single advisory household by ID.",
+      inputSchema: { id: z.string().describe("Household ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_HOUSEHOLD, { id });
+        if (!data.braHousehold) return errorResult(`Household ${id} not found`);
+        return jsonResult(data.braHousehold);
+      } catch (error) {
+        ctx.logger.error("brainyrich households_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get household: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "households_list")),
+    {
+      title: "List Households",
+      description: "List advisory households with an optional status filter and pagination.",
+      inputSchema: {
+        status: HouseholdStatusEnum.optional().describe("Filter by household status"),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ status, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_HOUSEHOLDS, {
+          status,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListHouseholds);
+      } catch (error) {
+        ctx.logger.error("brainyrich households_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list households: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "households_create")),
+    {
+      title: "Create Household",
+      description: "Create an advisory household. `name` is required; `riskProfile` defaults to BALANCED and `status` to PROSPECT.",
+      inputSchema: {
+        name: z.string().min(1).describe("Household name"),
+        status: HouseholdStatusEnum.optional().describe("Lifecycle status (default PROSPECT)"),
+        riskProfile: RiskProfileEnum.optional().describe("Risk profile (default BALANCED)"),
+        currency: z.string().optional().describe("Reporting currency code"),
+        advisorId: z.string().optional().describe("Assigned advisor user ID"),
+        primaryContactName: z.string().optional().describe("Primary contact name"),
+        primaryContactEmail: z.string().optional().describe("Primary contact email"),
+        notes: z.string().optional().describe("Free-form notes"),
+        tags: z.array(z.string()).optional().describe("Free-form tags")
+      }
+    },
+    async ({
+      name,
+      status,
+      riskProfile,
+      currency,
+      advisorId,
+      primaryContactName,
+      primaryContactEmail,
+      notes,
+      tags
+    }) => {
+      try {
+        const input = { name };
+        if (status !== void 0) input.status = status;
+        if (riskProfile !== void 0) input.riskProfile = riskProfile;
+        if (currency !== void 0) input.currency = currency;
+        if (advisorId !== void 0) input.advisorId = advisorId;
+        if (primaryContactName !== void 0) input.primaryContactName = primaryContactName;
+        if (primaryContactEmail !== void 0) input.primaryContactEmail = primaryContactEmail;
+        if (notes !== void 0) input.notes = notes;
+        if (tags !== void 0) input.tags = tags;
+        const data = await ctx.gql.workspace.request(CREATE_HOUSEHOLD, { input });
+        return jsonResult(data.braCreateHousehold);
+      } catch (error) {
+        ctx.logger.error("brainyrich households_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create household: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "households_update")),
+    {
+      title: "Update Household",
+      description: "Update an advisory household. At least one mutable field must be provided.",
+      inputSchema: {
+        id: z.string().describe("Household ID"),
+        name: z.string().optional().describe("Updated name"),
+        status: HouseholdStatusEnum.optional().describe("Updated status"),
+        riskProfile: RiskProfileEnum.optional().describe("Updated risk profile"),
+        aum: z.number().optional().describe("Updated assets-under-management figure"),
+        currency: z.string().optional().describe("Updated currency code"),
+        primaryContactName: z.string().optional().describe("Updated primary contact name"),
+        primaryContactEmail: z.string().optional().describe("Updated primary contact email"),
+        notes: z.string().optional().describe("Updated notes"),
+        tags: z.array(z.string()).optional().describe("Updated tags")
+      }
+    },
+    async ({
+      id,
+      name,
+      status,
+      riskProfile,
+      aum,
+      currency,
+      primaryContactName,
+      primaryContactEmail,
+      notes,
+      tags
+    }) => {
+      try {
+        const input = {};
+        if (name !== void 0) input.name = name;
+        if (status !== void 0) input.status = status;
+        if (riskProfile !== void 0) input.riskProfile = riskProfile;
+        if (aum !== void 0) input.aum = aum;
+        if (currency !== void 0) input.currency = currency;
+        if (primaryContactName !== void 0) input.primaryContactName = primaryContactName;
+        if (primaryContactEmail !== void 0) input.primaryContactEmail = primaryContactEmail;
+        if (notes !== void 0) input.notes = notes;
+        if (tags !== void 0) input.tags = tags;
+        if (Object.keys(input).length === 0) {
+          return errorResult(
+            "No updates specified \u2014 provide at least one of name/status/riskProfile/aum/currency/primaryContactName/primaryContactEmail/notes/tags"
+          );
+        }
+        const data = await ctx.gql.workspace.request(UPDATE_HOUSEHOLD, { id, input });
+        return jsonResult(data.braUpdateHousehold);
+      } catch (error) {
+        ctx.logger.error("brainyrich households_update failed", { error: String(error) });
+        return errorResult(
+          `Failed to update household: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "households_archive")),
+    {
+      title: "Archive Household",
+      description: "Archive (soft-delete) a household by ID. Returns true on success.",
+      inputSchema: { id: z.string().describe("Household ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(
+          ARCHIVE_HOUSEHOLD,
+          { id }
+        );
+        return jsonResult({ archived: data.braArchiveHousehold, id });
+      } catch (error) {
+        ctx.logger.error("brainyrich households_archive failed", { error: String(error) });
+        return errorResult(
+          `Failed to archive household: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+var AllocationSchema = z.object({
+  assetClass: AssetClassEnum.describe("Asset class for this allocation slice"),
+  targetPct: z.number().describe("Target percentage for this asset class")
+}).describe("A single model-portfolio asset-class allocation");
+function registerModelPortfolioTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "model_portfolios_get")),
+    {
+      title: "Get Model Portfolio",
+      description: "Fetch a single model portfolio by ID, including its asset-class allocations.",
+      inputSchema: { id: z.string().describe("Model portfolio ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_MODEL_PORTFOLIO, { id });
+        if (!data.braModelPortfolio) return errorResult(`Model portfolio ${id} not found`);
+        return jsonResult(data.braModelPortfolio);
+      } catch (error) {
+        ctx.logger.error("brainyrich model_portfolios_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get model portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "model_portfolios_list")),
+    {
+      title: "List Model Portfolios",
+      description: "List all model portfolios in the bound workspace, each with its allocations.",
+      inputSchema: {}
+    },
+    async () => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_MODEL_PORTFOLIOS, {});
+        return jsonResult(data.braListModelPortfolios);
+      } catch (error) {
+        ctx.logger.error("brainyrich model_portfolios_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list model portfolios: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "model_portfolios_create")),
+    {
+      title: "Create Model Portfolio",
+      description: "Create a model portfolio (allocation template). `name` is required; `riskProfile` defaults to BALANCED. Provide allocations as asset-class/target-percentage slices.",
+      inputSchema: {
+        name: z.string().min(1).describe("Model portfolio name"),
+        description: z.string().optional().describe("Description"),
+        baseCurrency: z.string().optional().describe("Base currency code"),
+        riskProfile: RiskProfileEnum.optional().describe("Risk profile (default BALANCED)"),
+        allocations: z.array(AllocationSchema).optional().describe("Asset-class allocation slices (target percentages)")
+      }
+    },
+    async ({ name, description, baseCurrency, riskProfile, allocations }) => {
+      try {
+        const input = { name };
+        if (description !== void 0) input.description = description;
+        if (baseCurrency !== void 0) input.baseCurrency = baseCurrency;
+        if (riskProfile !== void 0) input.riskProfile = riskProfile;
+        if (allocations !== void 0) input.allocations = allocations;
+        const data = await ctx.gql.workspace.request(CREATE_MODEL_PORTFOLIO, { input });
+        return jsonResult(data.braCreateModelPortfolio);
+      } catch (error) {
+        ctx.logger.error("brainyrich model_portfolios_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create model portfolio: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerRebalanceTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "rebalances_list")),
+    {
+      title: "List Rebalance Proposals",
+      description: "List rebalance proposals, optionally filtered by household, portfolio, and/or status.",
+      inputSchema: {
+        householdId: z.string().optional().describe("Filter by household ID"),
+        portfolioId: z.string().optional().describe("Filter by portfolio ID"),
+        status: RebalanceStatusEnum.optional().describe("Filter by proposal status")
+      }
+    },
+    async ({ householdId, portfolioId, status }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_REBALANCE_PROPOSALS, { householdId, portfolioId, status });
+        return jsonResult(data.braListRebalanceProposals);
+      } catch (error) {
+        ctx.logger.error("brainyrich rebalances_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list rebalance proposals: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "rebalances_create")),
+    {
+      title: "Create Rebalance Proposal",
+      description: "Create a rebalance proposal for a portfolio. `portfolioId` is required; `trades` is a JSON array of proposed trades.",
+      inputSchema: {
+        portfolioId: z.string().min(1).describe("Portfolio to rebalance"),
+        householdId: z.string().optional().describe("Owning household ID"),
+        driftPct: z.number().optional().describe("Current drift percentage"),
+        rationale: z.string().optional().describe("Rationale / notes for the proposal"),
+        trades: z.union([JsonObject, z.array(z.unknown())]).optional().describe("Proposed trades JSON (array of buy/sell instructions)")
+      }
+    },
+    async ({ portfolioId, householdId, driftPct, rationale, trades }) => {
+      try {
+        const input = { portfolioId };
+        if (householdId !== void 0) input.householdId = householdId;
+        if (driftPct !== void 0) input.driftPct = driftPct;
+        if (rationale !== void 0) input.rationale = rationale;
+        if (trades !== void 0) input.trades = trades;
+        const data = await ctx.gql.workspace.request(CREATE_REBALANCE_PROPOSAL, { input });
+        return jsonResult(data.braCreateRebalanceProposal);
+      } catch (error) {
+        ctx.logger.error("brainyrich rebalances_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create rebalance proposal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "rebalances_transition")),
+    {
+      title: "Transition Rebalance Proposal",
+      description: "Advance a rebalance proposal through its review lifecycle (validated transitions: DRAFT \u2192 PROPOSED \u2192 APPROVED \u2192 EXECUTED, or REJECTED/CANCELLED).",
+      inputSchema: {
+        id: z.string().describe("Rebalance proposal ID"),
+        status: RebalanceStatusEnum.describe("Target status")
+      }
+    },
+    async ({ id, status }) => {
+      try {
+        const data = await ctx.gql.workspace.request(TRANSITION_REBALANCE_PROPOSAL, { id, status });
+        return jsonResult(data.braTransitionRebalanceProposal);
+      } catch (error) {
+        ctx.logger.error("brainyrich rebalances_transition failed", { error: String(error) });
+        return errorResult(
+          `Failed to transition rebalance proposal: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerInsightTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_get")),
+    {
+      title: "Get Insight",
+      description: "Fetch a single proactive insight by ID.",
+      inputSchema: { id: z.string().describe("Insight ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(GET_INSIGHT, { id });
+        if (!data.braInsight) return errorResult(`Insight ${id} not found`);
+        return jsonResult(data.braInsight);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_get failed", { error: String(error) });
+        return errorResult(
+          `Failed to get insight: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_list")),
+    {
+      title: "List Insights",
+      description: "List proactive insights with optional severity/status/subject filters and pagination.",
+      inputSchema: {
+        severity: InsightSeverityEnum.optional().describe("Filter by severity"),
+        status: InsightStatusEnum.optional().describe("Filter by triage status"),
+        subjectId: z.string().optional().describe("Filter by subject entity ID"),
+        subjectType: z.string().optional().describe('Filter by subject entity type (e.g. "portfolio", "household", "goal")'),
+        limit: z.number().int().optional().describe("Page size (default 50)"),
+        offset: z.number().int().optional().describe("Pagination offset (default 0)")
+      }
+    },
+    async ({ severity, status, subjectId, subjectType, limit, offset }) => {
+      try {
+        const data = await ctx.gql.workspace.request(LIST_INSIGHTS, {
+          severity,
+          status,
+          subjectId,
+          subjectType,
+          pagination: { limit: limit ?? 50, offset: offset ?? 0 }
+        });
+        return jsonResult(data.braListInsights);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_list failed", { error: String(error) });
+        return errorResult(
+          `Failed to list insights: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_create")),
+    {
+      title: "Create Insight",
+      description: "Create a proactive insight/signal about a subject. `subjectId`, `subjectType`, `title`, and `type` are required; `severity` defaults to MEDIUM.",
+      inputSchema: {
+        subjectId: z.string().min(1).describe("Subject entity ID the insight is about"),
+        subjectType: z.string().min(1).describe('Subject entity type (e.g. "portfolio", "goal")'),
+        title: z.string().min(1).describe("Insight title"),
+        type: InsightTypeEnum.describe("Insight signal type"),
+        severity: InsightSeverityEnum.optional().describe("Severity (default MEDIUM)"),
+        detail: z.string().optional().describe("Detailed explanation"),
+        ownerId: z.string().optional().describe("Owning user ID (defaults to the caller)"),
+        metrics: JsonObject.optional().describe("Supporting metrics JSON")
+      }
+    },
+    async ({ subjectId, subjectType, title, type, severity, detail, ownerId, metrics }) => {
+      try {
+        const input = { subjectId, subjectType, title, type };
+        if (severity !== void 0) input.severity = severity;
+        if (detail !== void 0) input.detail = detail;
+        if (ownerId !== void 0) input.ownerId = ownerId;
+        if (metrics !== void 0) input.metrics = metrics;
+        const data = await ctx.gql.workspace.request(CREATE_INSIGHT, { input });
+        return jsonResult(data.braCreateInsight);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_create failed", { error: String(error) });
+        return errorResult(
+          `Failed to create insight: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_acknowledge")),
+    {
+      title: "Acknowledge Insight",
+      description: "Acknowledge a proactive insight by ID (marks it ACKNOWLEDGED).",
+      inputSchema: { id: z.string().describe("Insight ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(ACKNOWLEDGE_INSIGHT, { id });
+        return jsonResult(data.braAcknowledgeInsight);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_acknowledge failed", { error: String(error) });
+        return errorResult(
+          `Failed to acknowledge insight: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_resolve")),
+    {
+      title: "Resolve Insight",
+      description: "Resolve a proactive insight by ID (marks it RESOLVED and stamps resolvedAt).",
+      inputSchema: { id: z.string().describe("Insight ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(RESOLVE_INSIGHT, { id });
+        return jsonResult(data.braResolveInsight);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_resolve failed", { error: String(error) });
+        return errorResult(
+          `Failed to resolve insight: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "insights_dismiss")),
+    {
+      title: "Dismiss Insight",
+      description: "Dismiss a proactive insight by ID (marks it DISMISSED).",
+      inputSchema: { id: z.string().describe("Insight ID") }
+    },
+    async ({ id }) => {
+      try {
+        const data = await ctx.gql.workspace.request(DISMISS_INSIGHT, { id });
+        return jsonResult(data.braDismissInsight);
+      } catch (error) {
+        ctx.logger.error("brainyrich insights_dismiss failed", { error: String(error) });
+        return errorResult(
+          `Failed to dismiss insight: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+function registerAnalyticsTools(server, ctx, track) {
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "analytics_net_worth_summary")),
+    {
+      title: "Net-Worth Summary",
+      description: "Aggregate the caller's (or a given owner's) accounts + holdings into a single net-worth summary, broken out by asset class.",
+      inputSchema: {
+        ownerId: z.string().optional().describe("Owner user ID to summarize (defaults to the calling actor)")
+      }
+    },
+    async ({ ownerId }) => {
+      try {
+        const data = await ctx.gql.workspace.request(NET_WORTH_SUMMARY, { ownerId });
+        return jsonResult(data.braNetWorthSummary);
+      } catch (error) {
+        ctx.logger.error("brainyrich analytics_net_worth failed", { error: String(error) });
+        return errorResult(
+          `Failed to get net-worth summary: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+  server.registerTool(
+    track(mcpToolName(ctx.productName, "system_health")),
+    {
+      title: "Brainyrich Health Check",
+      description: "Public liveness/identity probe for the Brainyrich subgraph (braHealth). Requires no authentication.",
+      inputSchema: {}
+    },
+    async () => {
+      try {
+        const data = await ctx.gql.workspace.request(HEALTH, {});
+        return jsonResult({ ok: true, status: data.braHealth });
+      } catch (error) {
+        ctx.logger.error("brainyrich health failed", { error: String(error) });
+        return errorResult(
+          `Brainyrich health check failed: ${error instanceof Error ? error.message : String(error)}`
+        );
+      }
+    }
+  );
+}
+
+// src/modules/brainyrich/resources.ts
+function registerBrainyrichResources(server, ctx, track) {
+  const schemaUri = track(mcpResourceUri(ctx.productName, "schema"));
+  const netWorthUri = track(mcpResourceUri(ctx.productName, "net-worth"));
+  const householdsUri = track(mcpResourceUri(ctx.productName, "households"));
+  const insightsUri = track(mcpResourceUri(ctx.productName, "insights"));
+  server.registerResource(
+    "brainyrich-schema",
+    schemaUri,
+    {
+      title: "Brainyrich Domain Schema",
+      description: "Overview of the Brainyrich wealth-management domain \u2014 entities, enums, and the per-entity tool surface.",
+      mimeType: "text/plain"
+    },
+    async () => {
+      ctx.logger.debug(`Resource ${schemaUri} requested`);
+      const schema = `# Brainyrich Domain (Overview)
+
+Wealth-management platform: accounts, portfolios, holdings, transactions,
+goals, model portfolios, rebalancing, households, and proactive insights.
+
+## Entities
+- BraAccount \u2014 a financial account (holdings, transactions)
+- BraHolding \u2014 a position within an account/portfolio (derived marketValue)
+- BraTransaction \u2014 an account-ledger entry
+- BraPortfolio \u2014 an investment portfolio (holdings, target allocation)
+- BraModelPortfolio (+BraModelAllocation) \u2014 an allocation template
+- BraGoal (+BraGoalFunding) \u2014 a financial goal + its funding links + projection
+- BraHousehold \u2014 an advisory household (CRM)
+- BraRebalanceProposal \u2014 a drift-correction proposal with a review lifecycle
+- BraInsight \u2014 a proactive signal with a triage lifecycle
+
+## Enums
+- BraAccountStatus: ACTIVE, ARCHIVED, CLOSED
+- BraAccountType: ALTERNATIVE, BANK, BROKERAGE, CASH, CRYPTO, LIABILITY, REAL_ESTATE, RETIREMENT
+- BraAssetClass: ALTERNATIVE, CASH, COMMODITY, CRYPTO, EQUITY, FIXED_INCOME, REAL_ESTATE
+- BraGoalStatus: ABANDONED, ACHIEVED, ACTIVE, ON_HOLD
+- BraGoalType: CUSTOM, EDUCATION, EMERGENCY_FUND, HOME, MAJOR_PURCHASE, RETIREMENT, WEALTH_GROWTH
+- BraGoalProjection: AHEAD, AT_RISK, BEHIND, ON_TRACK
+- BraHouseholdStatus: ACTIVE, INACTIVE, ONBOARDING, PROSPECT
+- BraInsightSeverity: CRITICAL, HIGH, INFO, LOW, MEDIUM
+- BraInsightStatus: ACKNOWLEDGED, DISMISSED, OPEN, RESOLVED
+- BraInsightType: CASH_DRAG, CONCENTRATION_RISK, DRIFT, FEE_ANOMALY, GOAL_AT_RISK, REBALANCE_DUE, TAX_OPPORTUNITY
+- BraPortfolioStatus: ACTIVE, ARCHIVED, DRAFT
+- BraRebalanceStatus: APPROVED, CANCELLED, DRAFT, EXECUTED, PROPOSED, REJECTED
+- BraRiskProfile: AGGRESSIVE, BALANCED, CONSERVATIVE, GROWTH, MODERATE
+- BraTransactionType: BUY, DEPOSIT, DIVIDEND, FEE, INTEREST, SELL, TRANSFER, WITHDRAWAL
+
+## Tool groups
+accounts, portfolios, holdings, transactions, goals (+fundings), households,
+model_portfolios, rebalance, insights, analytics. All run against the
+WORKSPACE gateway (workspace-scoped) except the public health probe.
+`;
+      return {
+        contents: [{ uri: schemaUri, text: schema, mimeType: "text/plain" }]
+      };
+    }
+  );
+  server.registerResource(
+    "brainyrich-net-worth",
+    netWorthUri,
+    {
+      title: "Brainyrich Net-Worth Summary",
+      description: "Live net-worth roll-up for the caller, broken out by asset class.",
+      mimeType: "application/json"
+    },
+    async () => {
+      ctx.logger.debug(`Resource ${netWorthUri} requested`);
+      try {
+        const data = await ctx.gql.workspace.request(
+          NET_WORTH_SUMMARY,
+          {}
+        );
+        return {
+          contents: [
+            {
+              uri: netWorthUri,
+              text: JSON.stringify(data.braNetWorthSummary, null, 2),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          contents: [
+            {
+              uri: netWorthUri,
+              text: JSON.stringify({
+                error: error instanceof Error ? error.message : String(error)
+              }),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      }
+    }
+  );
+  server.registerResource(
+    "brainyrich-households",
+    householdsUri,
+    {
+      title: "Brainyrich Household Book",
+      description: "The first 50 advisory households in the bound workspace.",
+      mimeType: "application/json"
+    },
+    async () => {
+      ctx.logger.debug(`Resource ${householdsUri} requested`);
+      try {
+        const data = await ctx.gql.workspace.request(
+          LIST_HOUSEHOLDS,
+          { pagination: { limit: 50, offset: 0 } }
+        );
+        return {
+          contents: [
+            {
+              uri: householdsUri,
+              text: JSON.stringify(data.braListHouseholds, null, 2),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          contents: [
+            {
+              uri: householdsUri,
+              text: JSON.stringify({
+                error: error instanceof Error ? error.message : String(error)
+              }),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      }
+    }
+  );
+  server.registerResource(
+    "brainyrich-insights",
+    insightsUri,
+    {
+      title: "Brainyrich Open Insights",
+      description: "The first 50 OPEN proactive insights in the bound workspace.",
+      mimeType: "application/json"
+    },
+    async () => {
+      ctx.logger.debug(`Resource ${insightsUri} requested`);
+      try {
+        const data = await ctx.gql.workspace.request(LIST_INSIGHTS, {
+          status: "OPEN",
+          pagination: { limit: 50, offset: 0 }
+        });
+        return {
+          contents: [
+            {
+              uri: insightsUri,
+              text: JSON.stringify(data.braListInsights, null, 2),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      } catch (error) {
+        return {
+          contents: [
+            {
+              uri: insightsUri,
+              text: JSON.stringify({
+                error: error instanceof Error ? error.message : String(error)
+              }),
+              mimeType: "application/json"
+            }
+          ]
+        };
+      }
+    }
+  );
+}
+function registerBrainyrichPrompts(server, ctx, track) {
+  const p = ctx.productName;
+  const onboardingName = track(mcpPromptName(p, "household-onboarding"));
+  const reviewName = track(mcpPromptName(p, "portfolio-review"));
+  server.registerPrompt(
+    onboardingName,
+    {
+      title: "Household Onboarding",
+      description: "Guide for onboarding a new Brainyrich advisory household end to end: create the household, open accounts, set goals, and link funding.",
+      argsSchema: {
+        name: z.string().optional().describe("Household name"),
+        riskProfile: z.string().optional().describe("Risk profile")
+      }
+    },
+    ({ name, riskProfile }) => {
+      ctx.logger.debug(`Prompt ${onboardingName} called`, { name, riskProfile });
+      const nameNote = name ? `Use the household name "${name}".` : "Ask the user for the household name.";
+      const riskNote = riskProfile ? `Use riskProfile ${riskProfile}.` : "Help the user pick a BraRiskProfile (CONSERVATIVE/BALANCED/MODERATE/GROWTH/AGGRESSIVE).";
+      return {
+        messages: [
+          {
+            role: "user",
+            content: {
+              type: "text",
+              text: `Help me onboard a new Brainyrich advisory household.
+
+1. **Create Household**: Use ${p}_households_create. ${nameNote} ${riskNote} Optionally set primaryContactName/primaryContactEmail.
+2. **Open Accounts**: Use ${p}_accounts_create for each account \u2014 set type (BANK/BROKERAGE/RETIREMENT/...), currency, and householdId from step 1.
+3. **Add Holdings**: Use ${p}_holdings_create against each brokerage/retirement account (symbol, assetClass, quantity, lastPrice).
+4. **Set Goals**: Use ${p}_goals_create (name, targetAmount, targetDate, type) for each objective, then ${p}_goals_link_funding to attach funding accounts.
+5. **Net Worth**: Use ${p}_analytics_net_worth_summary to confirm the household's roll-up.
+
+Show results at each step and confirm before moving on.`
+            }
+          }
+        ]
+      };
+    }
+  );
+  server.registerPrompt(
+    reviewName,
+    {
+      title: "Portfolio Review",
+      description: "Periodic advisory review workflow: check drift, triage insights, propose a rebalance, and revisit goal projections.",
+      argsSchema: {
+        portfolioId: z.string().optional().describe("Portfolio ID to review")
+      }
+    },
+    ({ portfolioId }) => {
+      ctx.logger.debug(`Prompt ${reviewName} called`, { portfolioId });
+      const portfolioNote = portfolioId ? `Review portfolio "${portfolioId}".` : `First list portfolios with ${p}_portfolios_list and pick one.`;
+      return {
+        messages: [
+          {
+            role: "user",
+            content: {
+              type: "text",
+              text: `Run a periodic Brainyrich portfolio review. ${portfolioNote}
+
+1. **Holdings & Drift**: Use ${p}_portfolios_get and ${p}_holdings_list to inspect current positions vs. the target allocation.
+2. **Insights**: Use ${p}_insights_list filtered by the portfolio (subjectType="portfolio", status=OPEN) to surface DRIFT/CONCENTRATION_RISK/REBALANCE_DUE signals; acknowledge with ${p}_insights_acknowledge.
+3. **Rebalance**: If drift exceeds the threshold, use ${p}_rebalances_create with proposed trades, then advance it with ${p}_rebalances_transition (DRAFT \u2192 PROPOSED \u2192 APPROVED \u2192 EXECUTED).
+4. **Goals**: Use ${p}_goals_list and ${p}_goals_recalc_projection to refresh each goal's projection (AHEAD/ON_TRACK/BEHIND/AT_RISK).
+5. **Resolve**: Resolve addressed insights with ${p}_insights_resolve.
+
+Summarize what needs attention after each step.`
+            }
+          }
+        ]
+      };
+    }
+  );
+}
+
+// src/modules/brainyrich/index.ts
+var brainyrichModule = {
+  id: "brainyrich",
+  version: "0.0.1",
+  displayName: "Brainyrich",
+  dependsOn: ["auth"],
+  capabilities: { tools: {}, resources: {}, prompts: {} },
+  register(server, ctx) {
+    const tools = [];
+    const resources = [];
+    const prompts = [];
+    const trackTool = (n) => {
+      tools.push(n);
+      return n;
+    };
+    const trackResource = (uri) => {
+      resources.push(uri);
+      return uri;
+    };
+    const trackPrompt = (n) => {
+      prompts.push(n);
+      return n;
+    };
+    registerAccountTools(server, ctx, trackTool);
+    registerPortfolioTools(server, ctx, trackTool);
+    registerHoldingTools(server, ctx, trackTool);
+    registerTransactionTools(server, ctx, trackTool);
+    registerGoalTools(server, ctx, trackTool);
+    registerHouseholdTools(server, ctx, trackTool);
+    registerModelPortfolioTools(server, ctx, trackTool);
+    registerRebalanceTools(server, ctx, trackTool);
+    registerInsightTools(server, ctx, trackTool);
+    registerAnalyticsTools(server, ctx, trackTool);
+    registerBrainyrichResources(server, ctx, trackResource);
+    registerBrainyrichPrompts(server, ctx, trackPrompt);
+    return { tools, resources, prompts };
+  }
+};
+var brainyrich_default = brainyrichModule;
+
+export { brainyrich_default as default };
+//# sourceMappingURL=index.js.map
+//# sourceMappingURL=index.js.map