@burdenoff/mcp-libs 2026.825.2 → 2026.828.1

package/dist/modules/brainyrich/index.js

@@ -1,4 +1,4 @@
-import { mcpToolName, errorResult, jsonResult, mcpResourceUri, mcpPromptName } from '../../chunk-YOSQUY3M.js';
+import { mcpToolName, errorResult, jsonResult, mcpResourceUri, mcpPromptName } from '../../chunk-BSNL65PZ.js';
 import { z } from 'zod';
 
 // src/modules/brainyrich/operations.ts
@@ -428,6 +428,7 @@ var InsightTypeEnum = z.enum([
 ]).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 AgentRebalanceStatusEnum = z.enum(["CANCELLED", "PROPOSED", "REJECTED"]).describe("Agent-safe target status; APPROVED and EXECUTED require the human review UI");
 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());
@@ -591,6 +592,7 @@ function registerAccountTools(server, ctx, track) {
     {
       title: "Archive Account",
       description: "Archive (soft-delete) a financial account by ID. Returns true on success.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Account ID") }
     },
     async ({ id }) => {
@@ -766,6 +768,7 @@ function registerPortfolioTools(server, ctx, track) {
     {
       title: "Archive Portfolio",
       description: "Archive (soft-delete) a portfolio by ID. Returns true on success.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Portfolio ID") }
     },
     async ({ id }) => {
@@ -955,6 +958,7 @@ function registerTransactionTools(server, ctx, track) {
     {
       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.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: {
         accountId: z.string().min(1).describe("Account the transaction posts to"),
         type: TransactionTypeEnum.describe("Transaction type"),
@@ -1171,6 +1175,7 @@ function registerGoalTools(server, ctx, track) {
     {
       title: "Archive Goal",
       description: "Archive (soft-delete) a goal by ID. Returns true on success.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Goal ID") }
     },
     async ({ id }) => {
@@ -1261,6 +1266,7 @@ function registerGoalTools(server, ctx, track) {
     {
       title: "Unlink Goal Funding",
       description: "Remove a goal funding link by ID. Returns true on success.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Goal funding ID") }
     },
     async ({ id }) => {
@@ -1435,6 +1441,7 @@ function registerHouseholdTools(server, ctx, track) {
     {
       title: "Archive Household",
       description: "Archive (soft-delete) a household by ID. Returns true on success.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Household ID") }
     },
     async ({ id }) => {
@@ -1586,10 +1593,11 @@ function registerRebalanceTools(server, ctx, track) {
     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).",
+      description: "Submit a draft proposal for human review, or reject/cancel it. APPROVED and EXECUTED are deliberately unavailable to external agents and must occur in the human review UI.",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: {
         id: z.string().describe("Rebalance proposal ID"),
-        status: RebalanceStatusEnum.describe("Target status")
+        status: AgentRebalanceStatusEnum
       }
     },
     async ({ id, status }) => {
@@ -1715,6 +1723,7 @@ function registerInsightTools(server, ctx, track) {
     {
       title: "Resolve Insight",
       description: "Resolve a proactive insight by ID (marks it RESOLVED and stamps resolvedAt).",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Insight ID") }
     },
     async ({ id }) => {
@@ -1734,6 +1743,7 @@ function registerInsightTools(server, ctx, track) {
     {
       title: "Dismiss Insight",
       description: "Dismiss a proactive insight by ID (marks it DISMISSED).",
+      annotations: { destructiveHint: true, readOnlyHint: false },
       inputSchema: { id: z.string().describe("Insight ID") }
     },
     async ({ id }) => {
@@ -2029,7 +2039,7 @@ Show results at each step and confirm before moving on.`
 
 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).
+3. **Rebalance**: If drift exceeds the threshold, use ${p}_rebalances_create with proposed trades, then submit it for human review with ${p}_rebalances_transition (DRAFT \u2192 PROPOSED). External agents cannot approve or execute trades; those transitions are restricted to the human review UI.
 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.