@daften/fireflyiii-mcp 0.1.0

package/dist/tools/transactions.js

@@ -0,0 +1,262 @@
+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 fetchTransactions(client, params) {
+    const query = { page: params.page, limit: params.limit };
+    if (params.type)
+        query.type = params.type;
+    if (params.accountId)
+        query.account_id = params.accountId;
+    if (params.start)
+        query.start = params.start;
+    if (params.end)
+        query.end = params.end;
+    const response = await client.get('/transactions', query);
+    return unwrapList(response);
+}
+export async function fetchTransaction(client, id) {
+    const response = await client.get(`/transactions/${id}`);
+    return unwrapSingle(response);
+}
+export async function createTransaction(client, params) {
+    const split = {
+        type: params.type,
+        date: params.date,
+        amount: params.amount,
+        description: params.description,
+    };
+    if (params.source_id !== undefined)
+        split.source_id = params.source_id;
+    if (params.destination_id !== undefined)
+        split.destination_id = params.destination_id;
+    if (params.category_name !== undefined)
+        split.category_name = params.category_name;
+    if (params.budget_id !== undefined)
+        split.budget_id = params.budget_id;
+    if (params.currency_code !== undefined)
+        split.currency_code = params.currency_code;
+    if (params.notes !== undefined)
+        split.notes = params.notes;
+    if (params.tags !== undefined)
+        split.tags = params.tags;
+    const response = await client.post('/transactions', {
+        apply_rules: true,
+        fire_webhooks: true,
+        transactions: [split],
+    });
+    return unwrapSingle(response);
+}
+export async function updateTransaction(client, id, params) {
+    const split = {};
+    if (params.type !== undefined)
+        split.type = params.type;
+    if (params.date !== undefined)
+        split.date = params.date;
+    if (params.amount !== undefined)
+        split.amount = params.amount;
+    if (params.description !== undefined)
+        split.description = params.description;
+    if (params.source_id !== undefined)
+        split.source_id = params.source_id;
+    if (params.destination_id !== undefined)
+        split.destination_id = params.destination_id;
+    if (params.category_name !== undefined)
+        split.category_name = params.category_name;
+    if (params.budget_id !== undefined)
+        split.budget_id = params.budget_id;
+    if (params.currency_code !== undefined)
+        split.currency_code = params.currency_code;
+    if (params.notes !== undefined)
+        split.notes = params.notes;
+    if (params.tags !== undefined)
+        split.tags = params.tags;
+    const response = await client.put(`/transactions/${id}`, {
+        apply_rules: true,
+        fire_webhooks: true,
+        transactions: [split],
+    });
+    return unwrapSingle(response);
+}
+export async function deleteTransaction(client, id) {
+    await client.delete(`/transactions/${id}`);
+    return { deleted: true, id };
+}
+export async function searchTransactions(client, params) {
+    const query = { query: params.query, page: params.page, limit: params.limit };
+    const response = await client.get('/search/transactions', query);
+    return unwrapList(response);
+}
+export async function bulkUpdateTransactions(client, params) {
+    const update = {};
+    if (params.category_name !== undefined)
+        update.category_name = params.category_name;
+    if (params.budget_id !== undefined)
+        update.budget_id = params.budget_id;
+    if (params.tags !== undefined)
+        update.tags = params.tags;
+    if (params.notes !== undefined)
+        update.notes = params.notes;
+    return client.post('/data/bulk/transactions', undefined, {
+        query: JSON.stringify({ where: params.query, update }),
+    });
+}
+export async function createSplitTransaction(client, params) {
+    const transactions = params.splits.map((split) => {
+        const item = {
+            type: params.type,
+            date: params.date,
+            amount: split.amount,
+            description: split.description,
+        };
+        if (params.source_id !== undefined)
+            item.source_id = params.source_id;
+        if (params.destination_id !== undefined)
+            item.destination_id = params.destination_id;
+        if (params.currency_code !== undefined)
+            item.currency_code = params.currency_code;
+        if (split.category_name !== undefined)
+            item.category_name = split.category_name;
+        if (split.budget_id !== undefined)
+            item.budget_id = split.budget_id;
+        if (split.tags !== undefined)
+            item.tags = split.tags;
+        if (split.notes !== undefined)
+            item.notes = split.notes;
+        return item;
+    });
+    const body = { apply_rules: true, fire_webhooks: true, transactions };
+    if (params.group_title !== undefined)
+        body.group_title = params.group_title;
+    const response = await client.post('/transactions', body);
+    return unwrapSingle(response);
+}
+export function registerTransactionTools(server, client) {
+    defineTool(server, 'get_transactions', {
+        title: 'Get Transactions',
+        description: 'Get transactions from Firefly III. Filter by type (withdrawal/deposit/transfer/reconciliation), account ID, or date range. Dates must be YYYY-MM-DD. Use get_transaction to fetch a single transaction by ID.',
+        inputSchema: {
+            type: z
+                .enum(['withdrawal', 'deposit', 'transfer', 'reconciliation'])
+                .optional()
+                .describe('Transaction type filter'),
+            accountId: z.string().optional().describe('Filter by account ID — use get_accounts to find valid IDs'),
+            start: dateSchema.optional().describe('Start date (YYYY-MM-DD)'),
+            end: dateSchema.optional().describe('End date (YYYY-MM-DD)'),
+            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,
+    }, ({ type, accountId, start, end, page, limit }) => fetchTransactions(client, {
+        type: type,
+        accountId: accountId,
+        start: start,
+        end: end,
+        page: page,
+        limit: limit,
+    }));
+    defineTool(server, 'get_transaction', {
+        title: 'Get Transaction',
+        description: 'Get a single Firefly III transaction by its numeric ID, including all splits. Use get_transactions to find valid transaction IDs.',
+        inputSchema: {
+            id: z.string().describe('Transaction ID'),
+        },
+        annotations: READ_ANNOTATIONS,
+    }, ({ id }) => fetchTransaction(client, id));
+    defineTool(server, 'create_transaction', {
+        title: 'Create Transaction',
+        description: 'Create a new transaction in Firefly III. Use get_accounts to find source and destination account IDs.',
+        inputSchema: {
+            type: z.enum(['withdrawal', 'deposit', 'transfer']).describe('Transaction type'),
+            date: dateSchema.describe('Transaction date (YYYY-MM-DD)'),
+            amount: z.string().describe('Amount as a positive number string, e.g. "42.50"'),
+            description: z.string().describe('Short description of the transaction'),
+            source_id: z.string().optional().describe('Source account ID (required for withdrawals and transfers)'),
+            destination_id: z.string().optional().describe('Destination account ID (required for deposits and transfers)'),
+            category_name: z.string().optional().describe('Category name to assign'),
+            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). Defaults to account currency.'),
+            notes: z.string().optional().describe('Additional notes'),
+            tags: z.array(z.string()).optional().describe('Tags to attach'),
+        },
+        annotations: WRITE_ANNOTATIONS,
+    }, (params) => createTransaction(client, params));
+    defineTool(server, 'update_transaction', {
+        title: 'Update Transaction',
+        description: 'Update an existing transaction in Firefly III. Only fields provided will be changed. Use get_transaction to confirm the ID before updating.',
+        inputSchema: {
+            id: z.string().describe('Transaction ID — use get_transactions to find valid IDs'),
+            type: z.enum(['withdrawal', 'deposit', 'transfer']).optional().describe('Transaction type'),
+            date: dateSchema.optional().describe('Transaction date (YYYY-MM-DD)'),
+            amount: z.string().optional().describe('Amount as a positive number string'),
+            description: z.string().optional().describe('Short description'),
+            source_id: z.string().optional().describe('Source account ID'),
+            destination_id: z.string().optional().describe('Destination account ID'),
+            category_name: z.string().optional().describe('Category name'),
+            budget_id: z.string().optional().describe('Budget ID'),
+            currency_code: z.string().optional().describe('Currency code (e.g. EUR, USD)'),
+            notes: z.string().optional().describe('Additional notes'),
+            tags: z.array(z.string()).optional().describe('Tags (replaces existing tags)'),
+        },
+        annotations: UPDATE_ANNOTATIONS,
+    }, ({ id, ...params }) => updateTransaction(client, id, params));
+    defineTool(server, 'delete_transaction', {
+        title: 'Delete Transaction',
+        description: 'Permanently delete a transaction from Firefly III. **This action cannot be undone.** Use get_transaction to confirm the transaction before deleting.',
+        inputSchema: {
+            id: z.string().describe('Transaction ID — use get_transactions to find valid IDs'),
+        },
+        annotations: DELETE_ANNOTATIONS,
+    }, ({ id }) => deleteTransaction(client, id));
+    defineTool(server, 'search_transactions', {
+        title: 'Search Transactions',
+        description: 'Search for transactions in Firefly III by keyword. Searches across descriptions, notes, and other fields.',
+        inputSchema: {
+            query: z.string().describe('Search query'),
+            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,
+    }, ({ query, page, limit }) => searchTransactions(client, {
+        query: query,
+        page: page,
+        limit: limit,
+    }));
+    defineTool(server, 'create_split_transaction', {
+        title: 'Create Split Transaction',
+        description: 'Create a split transaction in Firefly III — one receipt divided across multiple categories, budgets, or descriptions. All splits share the same type, date, and accounts. Use get_accounts to find source and destination account IDs.',
+        inputSchema: {
+            type: z.enum(['withdrawal', 'deposit', 'transfer']).describe('Transaction type (shared across all splits)'),
+            date: dateSchema.describe('Transaction date (YYYY-MM-DD, shared across all splits)'),
+            source_id: z.string().optional().describe('Source account ID (required for withdrawals and transfers)'),
+            destination_id: z.string().optional().describe('Destination account ID (required for deposits and transfers)'),
+            currency_code: z.string().optional().describe('Currency code (e.g. EUR, USD). Defaults to account currency.'),
+            group_title: z.string().optional().describe('Optional label for the transaction group'),
+            splits: z
+                .array(z.object({
+                amount: z.string().describe('Amount as a positive number string, e.g. "42.50"'),
+                description: z.string().describe('Description for this split'),
+                category_name: z.string().optional().describe('Category name'),
+                budget_id: z.string().optional().describe('Budget ID — use get_budgets to find valid IDs'),
+                tags: z.array(z.string()).optional().describe('Tags'),
+                notes: z.string().optional().describe('Notes'),
+            }))
+                .min(2)
+                .describe('At least 2 splits required'),
+        },
+        annotations: WRITE_ANNOTATIONS,
+    }, (params) => createSplitTransaction(client, params));
+    defineTool(server, 'bulk_update_transactions', {
+        title: 'Bulk Update Transactions',
+        description: 'Update multiple transactions at once using a search query (same syntax as search_transactions). All matching transactions will have the specified fields updated.',
+        inputSchema: {
+            query: z.string().describe('Search query to select transactions (same syntax as search_transactions)'),
+            category_name: z.string().optional().describe('Set category for all matched transactions'),
+            budget_id: z.string().optional().describe('Set budget for all matched transactions'),
+            tags: z.array(z.string()).optional().describe('Replace tags on all matched transactions'),
+            notes: z.string().optional().describe('Set notes on all matched transactions'),
+        },
+        annotations: WRITE_ANNOTATIONS,
+    }, (params) => bulkUpdateTransactions(client, params));
+}
+//# sourceMappingURL=transactions.js.map

package/dist/tools/transactions.js.map

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package/dist/transform.d.ts

@@ -0,0 +1,48 @@
+export interface JsonApiItem {
+    id: string;
+    type: string;
+    attributes: Record<string, unknown>;
+    links?: unknown;
+}
+export interface JsonApiListResponse {
+    data: JsonApiItem[];
+    meta?: {
+        pagination?: {
+            current_page: number;
+            total_pages: number;
+            total: number;
+        };
+    };
+}
+export interface JsonApiSingleResponse {
+    data: JsonApiItem;
+}
+export type RawSummaryResponse = Record<string, Record<string, unknown>>;
+export interface CleanSummaryItem {
+    key: string;
+    value: {
+        key: string;
+        title: string;
+        monetary_value: string;
+        currency_id: string;
+        currency_code: string;
+        value_parsed: string;
+    };
+}
+export interface UnwrappedList {
+    data: Array<{
+        id: string;
+    } & Record<string, unknown>>;
+    pagination?: {
+        page: number;
+        totalPages: number;
+        total: number;
+    };
+}
+export type UnwrappedSingle = {
+    id: string;
+} & Record<string, unknown>;
+export declare function unwrapList(response: JsonApiListResponse): UnwrappedList;
+export declare function unwrapSingle(response: JsonApiSingleResponse): UnwrappedSingle;
+export declare function cleanSummary(response: RawSummaryResponse): CleanSummaryItem[];
+//# sourceMappingURL=transform.d.ts.map

package/dist/transform.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"transform.d.ts","sourceRoot":"","sources":["../src/transform.ts"],"names":[],"mappings":"AAAA,MAAM,WAAW,WAAW;IAC1B,EAAE,EAAE,MAAM,CAAC;IACX,IAAI,EAAE,MAAM,CAAC;IACb,UAAU,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;IACpC,KAAK,CAAC,EAAE,OAAO,CAAC;CACjB;AAED,MAAM,WAAW,mBAAmB;IAClC,IAAI,EAAE,WAAW,EAAE,CAAC;IACpB,IAAI,CAAC,EAAE;QACL,UAAU,CAAC,EAAE;YACX,YAAY,EAAE,MAAM,CAAC;YACrB,WAAW,EAAE,MAAM,CAAC;YACpB,KAAK,EAAE,MAAM,CAAC;SACf,CAAC;KACH,CAAC;CACH;AAED,MAAM,WAAW,qBAAqB;IACpC,IAAI,EAAE,WAAW,CAAC;CACnB;AAED,MAAM,MAAM,kBAAkB,GAAG,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC,CAAC;AAEzE,MAAM,WAAW,gBAAgB;IAC/B,GAAG,EAAE,MAAM,CAAC;IACZ,KAAK,EAAE;QACL,GAAG,EAAE,MAAM,CAAC;QACZ,KAAK,EAAE,MAAM,CAAC;QACd,cAAc,EAAE,MAAM,CAAC;QACvB,WAAW,EAAE,MAAM,CAAC;QACpB,aAAa,EAAE,MAAM,CAAC;QACtB,YAAY,EAAE,MAAM,CAAC;KACtB,CAAC;CACH;AAED,MAAM,WAAW,aAAa;IAC5B,IAAI,EAAE,KAAK,CAAC;QAAE,EAAE,EAAE,MAAM,CAAA;KAAE,GAAG,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC,CAAC;IACtD,UAAU,CAAC,EAAE;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,UAAU,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,CAAC;CAClE;AAED,MAAM,MAAM,eAAe,GAAG;IAAE,EAAE,EAAE,MAAM,CAAA;CAAE,GAAG,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC;AAEvE,wBAAgB,UAAU,CAAC,QAAQ,EAAE,mBAAmB,GAAG,aAAa,CAWvE;AAED,wBAAgB,YAAY,CAAC,QAAQ,EAAE,qBAAqB,GAAG,eAAe,CAE7E;AAED,wBAAgB,YAAY,CAAC,QAAQ,EAAE,kBAAkB,GAAG,gBAAgB,EAAE,CAY7E"}

package/dist/transform.js

@@ -0,0 +1,29 @@
+export function unwrapList(response) {
+    return {
+        data: response.data.map((item) => ({ ...item.attributes, id: item.id })),
+        pagination: response.meta?.pagination
+            ? {
+                page: response.meta.pagination.current_page,
+                totalPages: response.meta.pagination.total_pages,
+                total: response.meta.pagination.total,
+            }
+            : undefined,
+    };
+}
+export function unwrapSingle(response) {
+    return { ...response.data.attributes, id: response.data.id };
+}
+export function cleanSummary(response) {
+    return Object.entries(response).map(([key, value]) => ({
+        key,
+        value: {
+            key: value.key,
+            title: value.title,
+            monetary_value: value.monetary_value,
+            currency_id: value.currency_id,
+            currency_code: value.currency_code,
+            value_parsed: value.value_parsed,
+        },
+    }));
+}
+//# sourceMappingURL=transform.js.map

package/dist/transform.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"transform.js","sourceRoot":"","sources":["../src/transform.ts"],"names":[],"mappings":"AA2CA,MAAM,UAAU,UAAU,CAAC,QAA6B;IACtD,OAAO;QACL,IAAI,EAAE,QAAQ,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC,EAAE,GAAG,IAAI,CAAC,UAAU,EAAE,EAAE,EAAE,IAAI,CAAC,EAAE,EAAE,CAAC,CAAC;QACxE,UAAU,EAAE,QAAQ,CAAC,IAAI,EAAE,UAAU;YACnC,CAAC,CAAC;gBACE,IAAI,EAAE,QAAQ,CAAC,IAAI,CAAC,UAAU,CAAC,YAAY;gBAC3C,UAAU,EAAE,QAAQ,CAAC,IAAI,CAAC,UAAU,CAAC,WAAW;gBAChD,KAAK,EAAE,QAAQ,CAAC,IAAI,CAAC,UAAU,CAAC,KAAK;aACtC;YACH,CAAC,CAAC,SAAS;KACd,CAAC;AACJ,CAAC;AAED,MAAM,UAAU,YAAY,CAAC,QAA+B;IAC1D,OAAO,EAAE,GAAG,QAAQ,CAAC,IAAI,CAAC,UAAU,EAAE,EAAE,EAAE,QAAQ,CAAC,IAAI,CAAC,EAAE,EAAE,CAAC;AAC/D,CAAC;AAED,MAAM,UAAU,YAAY,CAAC,QAA4B;IACvD,OAAO,MAAM,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,GAAG,EAAE,KAAK,CAAC,EAAE,EAAE,CAAC,CAAC;QACrD,GAAG;QACH,KAAK,EAAE;YACL,GAAG,EAAE,KAAK,CAAC,GAAa;YACxB,KAAK,EAAE,KAAK,CAAC,KAAe;YAC5B,cAAc,EAAE,KAAK,CAAC,cAAwB;YAC9C,WAAW,EAAE,KAAK,CAAC,WAAqB;YACxC,aAAa,EAAE,KAAK,CAAC,aAAuB;YAC5C,YAAY,EAAE,KAAK,CAAC,YAAsB;SAC3C;KACF,CAAC,CAAC,CAAC;AACN,CAAC"}

package/dist/types.d.ts

@@ -0,0 +1,2 @@
+export type QueryParams = Record<string, string | number | number[] | string[] | undefined>;
+//# sourceMappingURL=types.d.ts.map

package/dist/types.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../src/types.ts"],"names":[],"mappings":"AAAA,MAAM,MAAM,WAAW,GAAG,MAAM,CAAC,MAAM,EAAE,MAAM,GAAG,MAAM,GAAG,MAAM,EAAE,GAAG,MAAM,EAAE,GAAG,SAAS,CAAC,CAAC"}

package/dist/types.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=types.js.map

package/dist/types.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"types.js","sourceRoot":"","sources":["../src/types.ts"],"names":[],"mappings":""}

package/package.json

@@ -0,0 +1,61 @@
+{
+  "name": "@daften/fireflyiii-mcp",
+  "version": "0.1.0",
+  "description": "MCP server for Firefly III personal finance manager",
+  "type": "module",
+  "bin": {
+    "fireflyiii-mcp": "dist/index.js"
+  },
+  "files": [
+    "dist",
+    "README.md",
+    "CHANGELOG.md",
+    "LICENSE",
+    ".env.example"
+  ],
+  "scripts": {
+    "build": "tsc && chmod +x dist/index.js",
+    "prepublishOnly": "npm run build",
+    "dev": "dotenv -e .env -- tsx src/index.ts",
+    "format": "biome format --write src/",
+    "lint": "biome check src/",
+    "test": "vitest run",
+    "test:watch": "vitest",
+    "test:integration": "dotenv -e .env.test -- vitest run src/tests/integration.test.ts"
+  },
+  "publishConfig": {
+    "access": "public"
+  },
+  "repository": {
+    "type": "git",
+    "url": "https://github.com/daften/fireflyiii-mcp.git"
+  },
+  "keywords": [
+    "firefly-iii",
+    "mcp",
+    "finance",
+    "model-context-protocol",
+    "claude"
+  ],
+  "homepage": "https://github.com/daften/fireflyiii-mcp",
+  "author": "Dieter Blomme <dieterblomme@gmail.com>",
+  "bugs": {
+    "url": "https://github.com/daften/fireflyiii-mcp/issues"
+  },
+  "dependencies": {
+    "@modelcontextprotocol/sdk": "^1.0.0",
+    "zod": "^4.4.3"
+  },
+  "devDependencies": {
+    "@biomejs/biome": "2.4.15",
+    "@types/node": "^25.9.1",
+    "dotenv-cli": "^11.0.0",
+    "tsx": "^4.22.3",
+    "typescript": "^6.0.3",
+    "vitest": "^4.1.7"
+  },
+  "engines": {
+    "node": ">=20"
+  },
+  "license": "MIT"
+}