@dizzlkheinz/ynab-mcpb 0.16.0 → 0.17.0

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  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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  15. package/.code/agents/335aa031-466d-4fb7-925f-3cd864e264d0/result.txt +191 -0
  16. package/.code/agents/3364/exec-call_NbhIrsM5HhyDZDmJZG5CuCYL.txt +766 -0
  17. package/.code/agents/3364/exec-call_cKtJg0NrXiwXEFwlsE3uPZRA.txt +766 -0
  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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  22. package/.code/agents/7/exec-call_LCATrOPPAgbxW9Q1z0XaVi2E.txt +2646 -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
@@ -0,0 +1,189 @@
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+ Now I have a complete picture. Let me compile the comprehensive catalogue report.
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+
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+ ---
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+
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+ ## MCP Tool Registration Catalogue Report
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+
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+ ### Summary Statistics
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+
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+ | Metric | Count |
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+ |--------|-------|
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+ | **Total Tools** | 30 |
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+ | **Domain Groups** | 8 |
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+ | **Adapter Types** | 5 |
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+ | **Inline Input Schemas** | 5 |
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+ | **External Input Schemas** | 22 |
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+ | **Output Schemas (typed)** | 17 |
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+ | **Output Schemas (loose)** | 13 |
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+
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+ ---
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+
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+ ### Tools by Domain Group
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+
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+ #### 1. Budget Tools (3 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_budgets` | `adaptWithDelta` | `emptyObjectSchema` | `ListBudgetsOutputSchema` | **Inline** (server) |
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+ | `get_budget` | `adapt` | `GetBudgetSchema` | `GetBudgetOutputSchema` | budgetTools.ts |
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+ | `set_default_budget` | inline handler | `setDefaultBudgetSchema` | `SetDefaultBudgetOutputSchema` | **Inline** (server) |
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+
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+ #### 2. Account Tools (3 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_accounts` | `adaptWithDelta` | `ListAccountsSchema` | `ListAccountsOutputSchema` | accountTools.ts |
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+ | `get_account` | `adapt` | `GetAccountSchema` | `GetAccountOutputSchema` | accountTools.ts |
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+ | `create_account` | `adaptWrite` | `CreateAccountSchema` | `LooseObjectSchema` | accountTools.ts |
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+
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+ #### 3. Transaction Tools (9 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_transactions` | `adaptWithDelta` | `ListTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `get_transaction` | `adapt` | `GetTransactionSchema` | `GetTransactionOutputSchema` | transactionTools.ts |
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+ | `create_transaction` | `adaptWrite` | `CreateTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `create_transactions` | `adaptWrite` | `CreateTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `create_receipt_split_transaction` | `adaptWrite` | `CreateReceiptSplitTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `update_transaction` | `adaptWrite` | `UpdateTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `update_transactions` | `adaptWrite` | `UpdateTransactionsSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `delete_transaction` | `adaptWrite` | `DeleteTransactionSchema` | `LooseObjectSchema` | transactionTools.ts |
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+ | `export_transactions` | `adapt` | `ExportTransactionsSchema` | `ExportTransactionsOutputSchema` | exportTransactions.ts |
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+
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+ #### 4. Category Tools (3 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_categories` | `adaptWithDelta` | `ListCategoriesSchema` | `ListCategoriesOutputSchema` | categoryTools.ts |
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+ | `get_category` | `adapt` | `GetCategorySchema` | `GetCategoryOutputSchema` | categoryTools.ts |
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+ | `update_category` | `adaptWrite` | `UpdateCategorySchema` | `LooseObjectSchema` | categoryTools.ts |
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+
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+ #### 5. Payee Tools (2 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_payees` | `adaptWithDelta` | `ListPayeesSchema` | `ListPayeesOutputSchema` | payeeTools.ts |
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+ | `get_payee` | `adapt` | `GetPayeeSchema` | `GetPayeeOutputSchema` | payeeTools.ts |
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+
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+ #### 6. Month Tools (2 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `list_months` | `adaptWithDelta` | `ListMonthsSchema` | `ListMonthsOutputSchema` | monthTools.ts |
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+ | `get_month` | `adapt` | `GetMonthSchema` | `GetMonthOutputSchema` | monthTools.ts |
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+
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+ #### 7. Utility Tools (6 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `get_default_budget` | inline handler | `emptyObjectSchema` | `GetDefaultBudgetOutputSchema` | **Inline** (server) |
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+ | `get_user` | `adaptNoInput` | `emptyObjectSchema` | `GetUserOutputSchema` | **Inline** (server) |
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+ | `convert_amount` | inline handler | `ConvertAmountSchema` | `ConvertAmountOutputSchema` | utilityTools.ts |
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+ | `diagnostic_info` | inline handler | `diagnosticInfoSchema` | `DiagnosticInfoOutputSchema` | **Inline** (server) |
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+ | `clear_cache` | inline handler | `emptyObjectSchema` | `ClearCacheOutputSchema` | **Inline** (server) |
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+ | `set_output_format` | inline handler | `setOutputFormatSchema` | `SetOutputFormatOutputSchema` | **Inline** (server) |
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+
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+ #### 8. Advanced Tools (2 tools)
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+
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+ | Tool | Adapter | Input Schema | Output Schema | Schema Location |
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+ |------|---------|--------------|---------------|-----------------|
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+ | `compare_transactions` | `adapt` | `CompareTransactionsSchema` | `CompareTransactionsOutputSchema` | compareTransactions/index.ts |
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+ | `reconcile_account` | `adaptWithDelta` | `ReconcileAccountSchema` | `LooseObjectSchema` | reconciliation/index.ts |
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+
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+ ---
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+
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+ ### Adapter Type Summary
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+
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+ | Adapter Type | Purpose | Tool Count | Tools |
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+ |--------------|---------|------------|-------|
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+ | **`adapt`** | Standard read ops | 8 | get_budget, get_account, get_transaction, get_category, get_payee, get_month, export_transactions, compare_transactions |
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+ | **`adaptWithDelta`** | Read ops with delta caching | 8 | list_budgets, list_accounts, list_transactions, list_categories, list_payees, list_months, reconcile_account |
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+ | **`adaptWrite`** | Write ops with cache invalidation | 8 | create_account, create_transaction, create_transactions, create_receipt_split_transaction, update_transaction, update_transactions, update_category, delete_transaction |
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+ | **`adaptNoInput`** | Read ops without input params | 1 | get_user |
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+ | **inline handler** | Server-owned local ops | 5 | set_default_budget, get_default_budget, diagnostic_info, clear_cache, set_output_format |
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+
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+ ---
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+
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+ ### Schema Migration Analysis
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+
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+ #### Inline Schemas in YNABMCPServer.ts (5 schemas)
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+
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+ | Schema | Current Location | Migration Recommendation |
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+ |--------|------------------|--------------------------|
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+ | `emptyObjectSchema` | Line 446 | **MOVE** → `src/tools/schemas/shared/commonInputs.ts` - Reused by 4 tools |
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+ | `setDefaultBudgetSchema` | Line 447 | **MOVE** → `src/tools/schemas/inputs/budgetInputs.ts` |
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+ | `diagnosticInfoSchema` | Lines 448-457 | **KEEP INLINE** - Server-specific config, tightly coupled to DiagnosticManager |
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+ | `setOutputFormatSchema` | Lines 458-463 | **KEEP INLINE** - Server-specific config, tightly coupled to responseFormatter |
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+ | `LooseObjectSchema` | Line 465 | **MOVE** → `src/tools/schemas/shared/commonOutputs.ts` - Already exists at that location, just import it |
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+
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+ #### Schemas That Must Stay Inline (Server-Owned)
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+
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+ These schemas are tightly coupled to server internals and should remain in YNABMCPServer.ts:
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+
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+ 1. **`diagnosticInfoSchema`** - Controls DiagnosticManager options (memory, cache, delta flags)
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+ 2. **`setOutputFormatSchema`** - Controls responseFormatter configuration
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+
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+ #### Schemas Recommended for Migration
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+
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+ | Schema | Target Location | Rationale |
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+ |--------|-----------------|-----------|
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+ | `emptyObjectSchema` | `schemas/shared/commonInputs.ts` | Reusable pattern for no-input tools (list_budgets, get_default_budget, clear_cache, get_user) |
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+ | `setDefaultBudgetSchema` | `schemas/inputs/budgetInputs.ts` | Domain-specific, belongs with budget schemas |
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+ | `LooseObjectSchema` | Import from `schemas/shared/commonOutputs.ts` | Already exists; just needs import instead of inline definition |
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+
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+ ---
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+
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+ ### Current Schema Module Structure
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+
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+ ```
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+ src/tools/schemas/
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+ ├── outputs/ # Output schemas (well-organized)
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+ │ ├── index.ts # Central export
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+ │ ├── utilityOutputs.ts
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+ │ ├── budgetOutputs.ts
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+ │ ├── accountOutputs.ts
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+ │ ├── transactionOutputs.ts
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+ │ ├── transactionMutationOutputs.ts
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+ │ ├── categoryOutputs.ts
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+ │ ├── payeeOutputs.ts
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+ │ ├── monthOutputs.ts
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+ │ ├── comparisonOutputs.ts
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+ │ ├── reconciliationOutputs.ts
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+ │ └── __tests__/ # Output schema tests
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+ └── shared/
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+ └── commonOutputs.ts # LooseObjectSchema already here
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+ ```
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+
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+ #### Proposed Addition
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+
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+ ```
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+ src/tools/schemas/
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+ ├── inputs/ # NEW: Input schemas (to mirror outputs)
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+ │ ├── index.ts # Central export
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+ │ ├── budgetInputs.ts # GetBudgetSchema, SetDefaultBudgetSchema
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+ │ └── commonInputs.ts # emptyObjectSchema
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+ └── shared/
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+ └── commonInputs.ts # Alternative location for emptyObjectSchema
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+ ```
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+
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+ ---
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+
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+ ### Key Findings
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+
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+ 1. **Output schemas are well-organized** - All centralized in `src/tools/schemas/outputs/` with proper exports
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+ 2. **Input schemas are scattered** - Defined in individual tool files (acceptable but inconsistent with outputs)
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+ 3. **5 inline schemas in server** - 3 should migrate, 2 must stay (server-specific)
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+ 4. **LooseObjectSchema duplication** - Defined inline but already exists in commonOutputs.ts
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+ 5. **13 tools use LooseObjectSchema** - All write operations, plus list_transactions and reconcile_account
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+
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+ ---
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+
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+ ### Migration Priority
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+
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+ | Priority | Schema | Effort | Impact |
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+ |----------|--------|--------|--------|
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+ | **High** | `LooseObjectSchema` | Low | Remove duplication - just change to import |
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+ | **Medium** | `emptyObjectSchema` | Low | Improve reusability across 4 tools |
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+ | **Low** | `setDefaultBudgetSchema` | Low | Consistency with domain pattern |
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+ | **None** | `diagnosticInfoSchema` | N/A | Keep inline - server-specific |
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+ | **None** | `setOutputFormatSchema` | N/A | Keep inline - server-specific |