@daften/fireflyiii-mcp 0.1.0

package/dist/tools/recurring.d.ts

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+import type { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { FireflyClient } from '../client.js';
+import { type UnwrappedList, type UnwrappedSingle } from '../transform.js';
+export declare function fetchRecurrences(client: FireflyClient, params: {
+    page?: number;
+    limit?: number;
+}): Promise<UnwrappedList>;
+export declare function fetchRecurrence(client: FireflyClient, id: string): Promise<UnwrappedSingle>;
+export declare function createRecurrence(client: FireflyClient, params: {
+    type: 'withdrawal' | 'deposit' | 'transfer';
+    title: string;
+    description?: string;
+    notes?: string;
+    first_date: string;
+    repeat_until?: string | null;
+    nr_of_repetitions?: number;
+    apply_rules?: boolean;
+    active?: boolean;
+    repeat_type: 'daily' | 'weekly' | 'monthly' | 'ndom' | 'yearly';
+    repeat_moment: string;
+    skip?: number;
+    weekend?: number;
+    amount: string;
+    transaction_description: string;
+    source_id: string;
+    destination_id: string;
+    category_id?: string;
+    budget_id?: string;
+    currency_code?: string;
+    tags?: string[];
+    transaction_notes?: string;
+}): Promise<UnwrappedSingle>;
+export declare function updateRecurrence(client: FireflyClient, id: string, params: {
+    type?: 'withdrawal' | 'deposit' | 'transfer';
+    title?: string;
+    description?: string;
+    notes?: string;
+    first_date?: string;
+    repeat_until?: string | null;
+    nr_of_repetitions?: number;
+    apply_rules?: boolean;
+    active?: boolean;
+    repeat_type?: 'daily' | 'weekly' | 'monthly' | 'ndom' | 'yearly';
+    repeat_moment?: string;
+    skip?: number;
+    weekend?: number;
+    amount?: string;
+    transaction_description?: string;
+    source_id?: string;
+    destination_id?: string;
+    category_id?: string;
+    budget_id?: string;
+    currency_code?: string;
+    tags?: string[];
+    transaction_notes?: string;
+}): Promise<UnwrappedSingle>;
+export declare function deleteRecurrence(client: FireflyClient, id: string): Promise<{
+    deleted: true;
+    id: string;
+}>;
+export declare function fetchRecurrenceTransactions(client: FireflyClient, id: string, params: {
+    page?: number;
+    limit?: number;
+}): Promise<UnwrappedList>;
+export declare function triggerRecurrence(client: FireflyClient, id: string, date?: string): Promise<{
+    triggered: true;
+    id: string;
+}>;
+export declare function registerRecurringTools(server: McpServer, client: FireflyClient): void;
+//# sourceMappingURL=recurring.d.ts.map

package/dist/tools/recurring.d.ts.map

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package/dist/tools/recurring.js

@@ -0,0 +1,279 @@
+import { z } from 'zod';
+import { unwrapList, unwrapSingle, } from '../transform.js';
+import { DELETE_ANNOTATIONS, READ_ANNOTATIONS, UPDATE_ANNOTATIONS, WRITE_ANNOTATIONS } from './_annotations.js';
+import { dateSchema, defineTool } from './_helpers.js';
+export async function fetchRecurrences(client, params) {
+    const query = { page: params.page, limit: params.limit };
+    const response = await client.get('/recurrences', query);
+    return unwrapList(response);
+}
+export async function fetchRecurrence(client, id) {
+    const response = await client.get(`/recurrences/${id}`);
+    return unwrapSingle(response);
+}
+export async function createRecurrence(client, params) {
+    const repetition = { type: params.repeat_type, moment: params.repeat_moment };
+    if (params.skip !== undefined)
+        repetition.skip = params.skip;
+    if (params.weekend !== undefined)
+        repetition.weekend = params.weekend;
+    const transaction = {
+        description: params.transaction_description,
+        amount: params.amount,
+        source_id: params.source_id,
+        destination_id: params.destination_id,
+    };
+    if (params.category_id !== undefined)
+        transaction.category_id = params.category_id;
+    if (params.budget_id !== undefined)
+        transaction.budget_id = params.budget_id;
+    if (params.currency_code !== undefined)
+        transaction.currency_code = params.currency_code;
+    if (params.tags !== undefined)
+        transaction.tags = params.tags;
+    if (params.transaction_notes !== undefined)
+        transaction.notes = params.transaction_notes;
+    const body = {
+        type: params.type,
+        title: params.title,
+        first_date: params.first_date,
+        repeat_until: params.repeat_until ?? null,
+        apply_rules: params.apply_rules ?? true,
+        active: params.active ?? true,
+        repetitions: [repetition],
+        transactions: [transaction],
+    };
+    if (params.description !== undefined)
+        body.description = params.description;
+    if (params.notes !== undefined)
+        body.notes = params.notes;
+    if (params.nr_of_repetitions !== undefined)
+        body.nr_of_repetitions = params.nr_of_repetitions;
+    const response = await client.post('/recurrences', body);
+    return unwrapSingle(response);
+}
+export async function updateRecurrence(client, id, params) {
+    const body = {};
+    if (params.type !== undefined)
+        body.type = params.type;
+    if (params.title !== undefined)
+        body.title = params.title;
+    if (params.description !== undefined)
+        body.description = params.description;
+    if (params.notes !== undefined)
+        body.notes = params.notes;
+    if (params.first_date !== undefined)
+        body.first_date = params.first_date;
+    if (params.repeat_until !== undefined)
+        body.repeat_until = params.repeat_until;
+    if (params.nr_of_repetitions !== undefined)
+        body.nr_of_repetitions = params.nr_of_repetitions;
+    if (params.apply_rules !== undefined)
+        body.apply_rules = params.apply_rules;
+    if (params.active !== undefined)
+        body.active = params.active;
+    const hasRepetitionFields = params.repeat_type !== undefined ||
+        params.repeat_moment !== undefined ||
+        params.skip !== undefined ||
+        params.weekend !== undefined;
+    if (hasRepetitionFields) {
+        const repetition = {};
+        if (params.repeat_type !== undefined)
+            repetition.type = params.repeat_type;
+        if (params.repeat_moment !== undefined)
+            repetition.moment = params.repeat_moment;
+        if (params.skip !== undefined)
+            repetition.skip = params.skip;
+        if (params.weekend !== undefined)
+            repetition.weekend = params.weekend;
+        body.repetitions = [repetition];
+    }
+    const hasTransactionFields = params.amount !== undefined ||
+        params.transaction_description !== undefined ||
+        params.source_id !== undefined ||
+        params.destination_id !== undefined ||
+        params.category_id !== undefined ||
+        params.budget_id !== undefined ||
+        params.currency_code !== undefined ||
+        params.tags !== undefined ||
+        params.transaction_notes !== undefined;
+    if (hasTransactionFields) {
+        const transaction = {};
+        if (params.amount !== undefined)
+            transaction.amount = params.amount;
+        if (params.transaction_description !== undefined)
+            transaction.description = params.transaction_description;
+        if (params.source_id !== undefined)
+            transaction.source_id = params.source_id;
+        if (params.destination_id !== undefined)
+            transaction.destination_id = params.destination_id;
+        if (params.category_id !== undefined)
+            transaction.category_id = params.category_id;
+        if (params.budget_id !== undefined)
+            transaction.budget_id = params.budget_id;
+        if (params.currency_code !== undefined)
+            transaction.currency_code = params.currency_code;
+        if (params.tags !== undefined)
+            transaction.tags = params.tags;
+        if (params.transaction_notes !== undefined)
+            transaction.notes = params.transaction_notes;
+        body.transactions = [transaction];
+    }
+    const response = await client.put(`/recurrences/${id}`, body);
+    return unwrapSingle(response);
+}
+export async function deleteRecurrence(client, id) {
+    await client.delete(`/recurrences/${id}`);
+    return { deleted: true, id };
+}
+export async function fetchRecurrenceTransactions(client, id, params) {
+    const query = { page: params.page, limit: params.limit };
+    const response = await client.get(`/recurrences/${id}/transactions`, query);
+    return unwrapList(response);
+}
+export async function triggerRecurrence(client, id, date) {
+    const query = {};
+    if (date)
+        query.date = date;
+    await client.post(`/recurrences/${id}/trigger`, {}, query);
+    return { triggered: true, id };
+}
+export function registerRecurringTools(server, client) {
+    defineTool(server, 'get_recurring', {
+        title: 'Get Recurring Transactions',
+        description: 'Get all recurring transactions from Firefly III.',
+        inputSchema: {
+            page: z.number().int().positive().optional().default(1).describe('Page number'),
+            limit: z.number().int().positive().max(100).optional().default(50).describe('Results per page (max 100)'),
+        },
+        annotations: READ_ANNOTATIONS,
+    }, ({ page, limit }) => fetchRecurrences(client, { page: page, limit: limit }));
+    defineTool(server, 'get_recurrence', {
+        title: 'Get Recurring Transaction',
+        description: 'Get a single recurring transaction by its numeric ID. Use get_recurring to find valid IDs.',
+        inputSchema: {
+            id: z.string().describe('Recurrence ID'),
+        },
+        annotations: READ_ANNOTATIONS,
+    }, ({ id }) => fetchRecurrence(client, id));
+    defineTool(server, 'create_recurring', {
+        title: 'Create Recurring Transaction',
+        description: 'Create a new recurring transaction in Firefly III. Use get_accounts to find source and destination account IDs. Use get_categories to find category IDs.',
+        inputSchema: {
+            type: z.enum(['withdrawal', 'deposit', 'transfer']).describe('Transaction type for all generated transactions'),
+            title: z.string().describe('Name of the recurring transaction'),
+            description: z.string().optional().describe('Description of the recurrence (not the individual transactions)'),
+            notes: z.string().optional().describe('Notes'),
+            first_date: dateSchema.describe('First recurrence date (YYYY-MM-DD)'),
+            repeat_until: dateSchema
+                .optional()
+                .nullable()
+                .describe('Stop after this date (YYYY-MM-DD). Omit or pass null for no end date.'),
+            nr_of_repetitions: z
+                .number()
+                .int()
+                .positive()
+                .optional()
+                .describe('Stop after N occurrences. Do not combine with repeat_until.'),
+            apply_rules: z.boolean().optional().default(true).describe('Apply rules to generated transactions'),
+            active: z.boolean().optional().default(true).describe('Whether the recurrence is active'),
+            repeat_type: z.enum(['daily', 'weekly', 'monthly', 'ndom', 'yearly']).describe('Repetition frequency'),
+            repeat_moment: z
+                .string()
+                .describe('Repetition moment: empty string for daily; 1–7 (Mon–Sun) for weekly; 1–31 for monthly; "week,day" e.g. "2,3" for ndom (2nd Wednesday); YYYY-MM-DD for yearly (year value ignored)'),
+            skip: z.number().int().min(0).optional().describe('Skip every N occurrences (0 = none, 1 = every other)'),
+            weekend: z
+                .number()
+                .int()
+                .min(1)
+                .max(4)
+                .optional()
+                .describe('Weekend handling: 1=do nothing, 2=skip (no transaction), 3=previous Friday, 4=next Monday'),
+            amount: z.string().describe('Transaction amount as a positive number string, e.g. "950.00"'),
+            transaction_description: z.string().describe('Description of each generated transaction'),
+            source_id: z.string().describe('Source account ID'),
+            destination_id: z.string().describe('Destination account ID'),
+            category_id: z.string().optional().describe('Category ID — use get_categories to find valid IDs'),
+            budget_id: z.string().optional().describe('Budget ID — use get_budgets to find valid IDs'),
+            currency_code: z.string().optional().describe('Currency code (e.g. EUR, USD)'),
+            tags: z.array(z.string()).optional().describe('Tags'),
+            transaction_notes: z.string().optional().describe('Notes for each generated transaction'),
+        },
+        annotations: WRITE_ANNOTATIONS,
+    }, (params) => createRecurrence(client, params));
+    defineTool(server, 'update_recurring', {
+        title: 'Update Recurring Transaction',
+        description: 'Update an existing recurring transaction in Firefly III. Only fields provided will be changed. Use get_recurrence to confirm the ID before updating.',
+        inputSchema: {
+            id: z.string().describe('Recurrence ID — use get_recurring to find valid IDs'),
+            type: z.enum(['withdrawal', 'deposit', 'transfer']).optional().describe('Transaction type'),
+            title: z.string().optional().describe('Name of the recurring transaction'),
+            description: z.string().optional().describe('Description of the recurrence'),
+            notes: z.string().optional().describe('Notes'),
+            first_date: dateSchema.optional().describe('Date of first occurrence (YYYY-MM-DD)'),
+            repeat_until: dateSchema
+                .optional()
+                .nullable()
+                .describe('Stop after this date (YYYY-MM-DD). Pass null to remove end date.'),
+            nr_of_repetitions: z.number().int().positive().optional().describe('Stop after N occurrences'),
+            apply_rules: z.boolean().optional().describe('Apply rules to generated transactions'),
+            active: z.boolean().optional().describe('Whether the recurrence is active'),
+            repeat_type: z
+                .enum(['daily', 'weekly', 'monthly', 'ndom', 'yearly'])
+                .optional()
+                .describe('Repetition frequency'),
+            repeat_moment: z.string().optional().describe('Repetition moment (see create_recurring for format details)'),
+            skip: z.number().int().min(0).optional().describe('Skip every N occurrences'),
+            weekend: z
+                .number()
+                .int()
+                .min(1)
+                .max(4)
+                .optional()
+                .describe('Weekend handling: 1=do nothing, 2=skip, 3=previous Friday, 4=next Monday'),
+            amount: z.string().optional().describe('Transaction amount'),
+            transaction_description: z.string().optional().describe('Description of each generated transaction'),
+            source_id: z.string().optional().describe('Source account ID'),
+            destination_id: z.string().optional().describe('Destination account ID'),
+            category_id: z.string().optional().describe('Category ID'),
+            budget_id: z.string().optional().describe('Budget ID'),
+            currency_code: z.string().optional().describe('Currency code'),
+            tags: z.array(z.string()).optional().describe('Tags'),
+            transaction_notes: z.string().optional().describe('Notes for each generated transaction'),
+        },
+        annotations: UPDATE_ANNOTATIONS,
+    }, ({ id, ...params }) => updateRecurrence(client, id, params));
+    defineTool(server, 'delete_recurring', {
+        title: 'Delete Recurring Transaction',
+        description: 'Permanently delete a recurring transaction from Firefly III. **This action cannot be undone.** This deletes the recurrence schedule only — previously generated transactions are not affected. Use get_recurrence to confirm before deleting.',
+        inputSchema: {
+            id: z.string().describe('Recurrence ID — use get_recurring to find valid IDs'),
+        },
+        annotations: DELETE_ANNOTATIONS,
+    }, ({ id }) => deleteRecurrence(client, id));
+    defineTool(server, 'get_recurrence_transactions', {
+        title: 'Get Recurrence Transactions',
+        description: 'Get all transactions that have been created by a recurring transaction rule. Use get_recurring to find valid IDs.',
+        inputSchema: {
+            id: z.string().describe('Recurring transaction ID'),
+            page: z.number().int().positive().optional().default(1).describe('Page number'),
+            limit: z.number().int().positive().max(100).optional().default(50).describe('Results per page (max 100)'),
+        },
+        annotations: READ_ANNOTATIONS,
+    }, ({ id, page, limit }) => fetchRecurrenceTransactions(client, id, {
+        page: page,
+        limit: limit,
+    }));
+    defineTool(server, 'trigger_recurrence', {
+        title: 'Trigger Recurrence',
+        description: 'Manually fire a recurring transaction rule to create its transaction immediately. Optionally specify a date (YYYY-MM-DD) to use instead of today.',
+        inputSchema: {
+            id: z.string().describe('Recurring transaction ID'),
+            date: dateSchema
+                .optional()
+                .describe('Date to use for the triggered transaction (YYYY-MM-DD). Defaults to today.'),
+        },
+        annotations: WRITE_ANNOTATIONS,
+    }, ({ id, date }) => triggerRecurrence(client, id, date));
+}
+//# sourceMappingURL=recurring.js.map

package/dist/tools/recurring.js.map

@@ -0,0 +1 @@
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package/dist/tools/reports.d.ts

@@ -0,0 +1,40 @@
+import type { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import type { FireflyClient } from '../client.js';
+import { type CleanSummaryItem, type UnwrappedList, type UnwrappedSingle } from '../transform.js';
+export declare function fetchTags(client: FireflyClient, params: {
+    page?: number;
+    limit?: number;
+}): Promise<UnwrappedList>;
+export declare function fetchTagTransactions(client: FireflyClient, tag: string, params: {
+    start?: string;
+    end?: string;
+    page?: number;
+    limit?: number;
+}): Promise<UnwrappedList>;
+export declare function fetchSummary(client: FireflyClient, start: string, end: string, currencyCode?: string): Promise<CleanSummaryItem[]>;
+export declare function fetchInsightExpenses(client: FireflyClient, start: string, end: string): Promise<unknown>;
+export declare function fetchInsightIncome(client: FireflyClient, start: string, end: string): Promise<unknown>;
+type InsightNoXEndpoint = '/insight/expense/no-bill' | '/insight/expense/no-budget' | '/insight/expense/no-category' | '/insight/expense/no-tag' | '/insight/income/no-category' | '/insight/income/no-tag' | '/insight/transfer/no-category' | '/insight/transfer/no-tag';
+export declare function fetchInsightNoX(client: FireflyClient, endpoint: InsightNoXEndpoint, start: string, end: string): Promise<unknown>;
+export declare function createTag(client: FireflyClient, params: {
+    tag: string;
+    date?: string;
+    description?: string;
+}): Promise<UnwrappedSingle>;
+export declare function updateTag(client: FireflyClient, id: string, params: {
+    tag?: string;
+    date?: string;
+    description?: string;
+}): Promise<UnwrappedSingle>;
+export declare function deleteTag(client: FireflyClient, id: string): Promise<{
+    deleted: true;
+    id: string;
+}>;
+export declare function fetchAbout(client: FireflyClient): Promise<unknown>;
+export declare function fetchNetWorth(client: FireflyClient, start: string, end: string, currencyCode?: string): Promise<unknown>;
+export declare function fetchChart(client: FireflyClient, endpoint: string, start: string, end: string): Promise<unknown>;
+export declare function fetchExchangeRate(client: FireflyClient, from: string, to: string, date?: string): Promise<unknown>;
+export declare function fetchInsightGrouped(client: FireflyClient, endpoint: string, start: string, end: string, filters?: Record<string, string[]>): Promise<unknown>;
+export declare function registerReportTools(server: McpServer, client: FireflyClient): void;
+export {};
+//# sourceMappingURL=reports.d.ts.map

package/dist/tools/reports.d.ts.map

@@ -0,0 +1 @@
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