@dizzlkheinz/ynab-mcpb 0.16.0 → 0.17.0

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Files changed (114) hide show
  1. package/.code/agents/0098661e-0fa3-4990-beb9-c0cbf3f123aa/status.txt +1 -0
  2. package/.code/agents/1324/exec-call_tIpx9uV1TpARbAMZonRQm8AO.txt +757 -0
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  6. package/.code/agents/2038/exec-call_DYwOukaYsL8VCONWmV2rUW5u.txt +766 -0
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  12. package/.code/agents/2e905864-aa07-4314-bcf9-c5b32277e4ac/result.txt +36 -0
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  16. package/.code/agents/3364/exec-call_NbhIrsM5HhyDZDmJZG5CuCYL.txt +766 -0
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  18. package/.code/agents/36d98414-5cde-4d9d-9a67-a240a18c1f07/result.txt +189 -0
  19. package/.code/agents/4604e866-b7b8-44f5-992f-2f683b0a523b/status.txt +1 -0
  20. package/.code/agents/5f8dc01c-47b3-4163-b0b3-aa31be89fcdc/status.txt +1 -0
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  24. package/.code/agents/94a0ddf3-a304-4ec3-913e-3cceef509948/error.txt +1 -0
  25. package/.code/agents/e2c752b7-711d-423a-af57-f53c809deb84/result.txt +160 -0
  26. package/.code/agents/e6601719-c31f-4a0e-8c71-d70787d0ab71/status.txt +1 -0
  27. package/.code/agents/f250b7ed-5bd5-4036-aa8c-ce63caee7d61/result.txt +20 -0
  28. package/AGENTS.md +1 -36
  29. package/CLAUDE.md +131 -51
  30. package/NUL +0 -1
  31. package/README.md +27 -14
  32. package/dist/bundle/index.cjs +41 -41
  33. package/dist/server/YNABMCPServer.js +28 -381
  34. package/dist/server/config.d.ts +2 -0
  35. package/dist/server/config.js +1 -0
  36. package/dist/tools/accountTools.d.ts +2 -0
  37. package/dist/tools/accountTools.js +45 -0
  38. package/dist/tools/adapters.d.ts +12 -0
  39. package/dist/tools/adapters.js +25 -0
  40. package/dist/tools/budgetTools.d.ts +2 -0
  41. package/dist/tools/budgetTools.js +30 -0
  42. package/dist/tools/categoryTools.d.ts +2 -0
  43. package/dist/tools/categoryTools.js +45 -0
  44. package/dist/tools/monthTools.d.ts +2 -0
  45. package/dist/tools/monthTools.js +32 -0
  46. package/dist/tools/payeeTools.d.ts +2 -0
  47. package/dist/tools/payeeTools.js +32 -0
  48. package/dist/tools/reconciliation/index.d.ts +2 -0
  49. package/dist/tools/reconciliation/index.js +33 -0
  50. package/dist/tools/schemas/common.d.ts +3 -0
  51. package/dist/tools/schemas/common.js +3 -0
  52. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  53. package/dist/tools/transactionTools.d.ts +2 -0
  54. package/dist/tools/transactionTools.js +129 -0
  55. package/dist/tools/utilityTools.d.ts +3 -1
  56. package/dist/tools/utilityTools.js +32 -2
  57. package/dist/types/index.d.ts +1 -0
  58. package/dist/types/toolRegistration.d.ts +27 -0
  59. package/dist/types/toolRegistration.js +1 -0
  60. package/package.json +2 -2
  61. package/scripts/run-domain-integration-tests.js +4 -1
  62. package/src/__tests__/workflows.e2e.test.ts +1 -7
  63. package/src/server/YNABMCPServer.ts +33 -519
  64. package/src/server/__tests__/toolRegistration.test.ts +236 -0
  65. package/src/server/config.ts +1 -0
  66. package/src/tools/__tests__/adapters.test.ts +113 -0
  67. package/src/tools/__tests__/transactionTools.test.ts +90 -17
  68. package/src/tools/__tests__/utilityTools.test.ts +7 -7
  69. package/src/tools/accountTools.ts +53 -0
  70. package/src/tools/adapters.ts +74 -0
  71. package/src/tools/budgetTools.ts +37 -0
  72. package/src/tools/categoryTools.ts +53 -0
  73. package/src/tools/monthTools.ts +39 -0
  74. package/src/tools/payeeTools.ts +39 -0
  75. package/src/tools/reconciliation/index.ts +45 -0
  76. package/src/tools/schemas/common.ts +18 -0
  77. package/src/tools/transactionTools.ts +150 -0
  78. package/src/tools/utilityTools.ts +42 -2
  79. package/src/types/index.ts +3 -0
  80. package/src/types/toolRegistration.ts +88 -0
  81. package/.dxtignore +0 -57
  82. package/.github/workflows/pr-description-check.yml +0 -88
  83. package/CODEREVIEW_RESPONSE.md +0 -128
  84. package/SCHEMA_IMPROVEMENT_SUMMARY.md +0 -120
  85. package/TESTING_NOTES.md +0 -217
  86. package/accountactivity-merged.csv +0 -149
  87. package/bundle-analysis.html +0 -13110
  88. package/docs/README.md +0 -72
  89. package/docs/getting-started/CONFIGURATION.md +0 -175
  90. package/docs/getting-started/INSTALLATION.md +0 -333
  91. package/docs/getting-started/QUICKSTART.md +0 -282
  92. package/docs/guides/ARCHITECTURE.md +0 -533
  93. package/docs/guides/DEPLOYMENT.md +0 -189
  94. package/docs/guides/INTEGRATION_TESTING.md +0 -730
  95. package/docs/guides/TESTING.md +0 -591
  96. package/docs/plans/2025-11-20-reloadable-config-token-validation.md +0 -93
  97. package/docs/plans/2025-11-21-fix-transaction-cached-property.md +0 -362
  98. package/docs/plans/2025-11-21-reconciliation-error-handling.md +0 -90
  99. package/docs/plans/2025-11-21-v014-hardening.md +0 -153
  100. package/docs/plans/reconciliation-v2-redesign.md +0 -1571
  101. package/docs/reconciliation-flow.md +0 -83
  102. package/docs/reference/EXAMPLES.md +0 -946
  103. package/docs/reference/TOOLS.md +0 -348
  104. package/docs/reference/TROUBLESHOOTING.md +0 -481
  105. package/fix-types.sh +0 -17
  106. package/test-csv-sample.csv +0 -28
  107. package/test-exports/sample_bank_statement.csv +0 -7
  108. package/test-reconcile-autodetect.js +0 -40
  109. package/test-reconcile-tool.js +0 -152
  110. package/test-reconcile-with-csv.cjs +0 -89
  111. package/test-statement.csv +0 -8
  112. package/test_debug.js +0 -47
  113. package/test_mcp_tools.mjs +0 -75
  114. package/test_simple.mjs +0 -16
package/.code/agents/2e905864-aa07-4314-bcf9-c5b32277e4ac/result.txt ADDED
@@ -0,0 +1,36 @@
1
+ **Tool Catalogue (src/server/YNABMCPServer.ts)**
2
+ - list_budgets — budgets; delta adapter; input inline `emptyObjectSchema`; output `ListBudgetsOutputSchema` (`src/tools/schemas/outputs/budgetOutputs.ts` via index).
3
+ - get_budget — budgets; read adapter; input `GetBudgetSchema` (`src/tools/budgetTools.ts`); output `GetBudgetOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
4
+ - set_default_budget — budgets/local; custom inline write; input inline `setDefaultBudgetSchema`; output `SetDefaultBudgetOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
5
+ - get_default_budget — budgets/local; inline no-input; input inline `emptyObjectSchema`; output `GetDefaultBudgetOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
6
+ - list_accounts — accounts; delta adapter; input `ListAccountsSchema` (`src/tools/accountTools.ts`); output `ListAccountsOutputSchema` (`src/tools/schemas/outputs/accountOutputs.ts` via index).
7
+ - get_account — accounts; read adapter; input `GetAccountSchema` (`src/tools/accountTools.ts`); output `GetAccountOutputSchema` (`src/tools/schemas/outputs/accountOutputs.ts` via index).
8
+ - create_account — accounts; write adapter; input `CreateAccountSchema` (`src/tools/accountTools.ts`); output inline `LooseObjectSchema` (catch-all, typed `CreateAccountOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
9
+ - list_transactions — transactions; delta adapter; input `ListTransactionsSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `ListTransactionsOutputSchema` exists in `src/tools/schemas/outputs/transactionOutputs.ts`).
10
+ - export_transactions — transactions/export; read adapter; input `ExportTransactionsSchema` (`src/tools/exportTransactions.ts`); output `ExportTransactionsOutputSchema` (`src/tools/schemas/outputs/comparisonOutputs.ts` via index).
11
+ - compare_transactions — transactions/compare; read adapter; input `CompareTransactionsSchema` (`src/tools/compareTransactions/index.ts`); output `CompareTransactionsOutputSchema` (`src/tools/schemas/outputs/comparisonOutputs.ts` via index).
12
+ - reconcile_account — reconciliation; delta adapter; input `ReconcileAccountSchema` (`src/tools/reconciliation/index.ts`); output inline `LooseObjectSchema` (typed `ReconcileAccountOutputSchema` exists in `src/tools/schemas/outputs/reconciliationOutputs.ts`).
13
+ - get_transaction — transactions; read adapter; input `GetTransactionSchema` (`src/tools/transactionTools.ts`); output `GetTransactionOutputSchema` (`src/tools/schemas/outputs/transactionOutputs.ts` via index).
14
+ - create_transaction — transactions; write adapter; input `CreateTransactionSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `CreateTransactionOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
15
+ - create_transactions — transactions; write adapter; input `CreateTransactionsSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `CreateTransactionsOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
16
+ - update_transactions — transactions; write adapter; input `UpdateTransactionsSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `UpdateTransactionsOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
17
+ - create_receipt_split_transaction — transactions; write adapter; input `CreateReceiptSplitTransactionSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `CreateReceiptSplitTransactionOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
18
+ - update_transaction — transactions; write adapter; input `UpdateTransactionSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `UpdateTransactionOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
19
+ - delete_transaction — transactions; write adapter; input `DeleteTransactionSchema` (`src/tools/transactionTools.ts`); output inline `LooseObjectSchema` (typed `DeleteTransactionOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
20
+ - list_categories — categories; delta adapter; input `ListCategoriesSchema` (`src/tools/categoryTools.ts`); output `ListCategoriesOutputSchema` (`src/tools/schemas/outputs/categoryOutputs.ts` via index).
21
+ - get_category — categories; read adapter; input `GetCategorySchema` (`src/tools/categoryTools.ts`); output `GetCategoryOutputSchema` (`src/tools/schemas/outputs/categoryOutputs.ts` via index).
22
+ - update_category — categories; write adapter; input `UpdateCategorySchema` (`src/tools/categoryTools.ts`); output inline `LooseObjectSchema` (typed `UpdateCategoryOutputSchema` exists in `src/tools/schemas/outputs/transactionMutationOutputs.ts`).
23
+ - list_payees — payees; delta adapter; input `ListPayeesSchema` (`src/tools/payeeTools.ts`); output `ListPayeesOutputSchema` (`src/tools/schemas/outputs/payeeOutputs.ts` via index).
24
+ - get_payee — payees; read adapter; input `GetPayeeSchema` (`src/tools/payeeTools.ts`); output `GetPayeeOutputSchema` (`src/tools/schemas/outputs/payeeOutputs.ts` via index).
25
+ - get_month — months; read adapter; input `GetMonthSchema` (`src/tools/monthTools.ts`); output `GetMonthOutputSchema` (`src/tools/schemas/outputs/monthOutputs.ts` via index).
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+ - list_months — months; delta adapter; input `ListMonthsSchema` (`src/tools/monthTools.ts`); output `ListMonthsOutputSchema` (`src/tools/schemas/outputs/monthOutputs.ts` via index).
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+ - get_user — utility; no-input adapter; input inline `emptyObjectSchema`; output `GetUserOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
28
+ - convert_amount — utility; inline local (no YNAB); input `ConvertAmountSchema` (`src/tools/utilityTools.ts`); output `ConvertAmountOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
29
+ - diagnostic_info — utility/diagnostics; inline local; input inline `diagnosticInfoSchema`; output `DiagnosticInfoOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
30
+ - clear_cache — utility/cache; inline local; input inline `emptyObjectSchema`; output `ClearCacheOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
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+ - set_output_format — utility/output; inline local; input inline `setOutputFormatSchema`; output `SetOutputFormatOutputSchema` (`src/tools/schemas/outputs/utilityOutputs.ts` via index).
32
+
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+ **Schema Notes**
34
+ - Inline inputs in `src/server/YNABMCPServer.ts` that could move to a shared module: `emptyObjectSchema`, `LooseObjectSchema`, `setDefaultBudgetSchema`, `diagnosticInfoSchema`, `setOutputFormatSchema`. A small `src/tools/schemas/shared/baseInputs.ts` would centralize these.
35
+ - Several tools use inline `LooseObjectSchema` despite typed outputs existing in `src/tools/schemas/outputs/transactionOutputs.ts` and `transactionMutationOutputs.ts`; swapping to the typed schemas would reduce lax validation for transactions, account creation, reconciliation, and category updates.
36
+ - Server-owned/stateful tools that likely stay inline even after schema extraction: `set_default_budget` (default state + cache warm), `get_default_budget` (local state), `diagnostic_info` (uses `DiagnosticManager`), `clear_cache` (cacheManager), `set_output_format` (responseFormatter).