@dizzlkheinz/ynab-mcpb 0.18.3 → 0.19.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (346) hide show
  1. package/CHANGELOG.md +17 -0
  2. package/CLAUDE.md +87 -8
  3. package/bin/ynab-mcp-server.cjs +2 -2
  4. package/bin/ynab-mcp-server.js +3 -3
  5. package/biome.json +39 -0
  6. package/dist/bundle/index.cjs +67 -67
  7. package/dist/index.d.ts +1 -1
  8. package/dist/index.js +27 -27
  9. package/dist/server/YNABMCPServer.d.ts +3 -4
  10. package/dist/server/YNABMCPServer.js +111 -116
  11. package/dist/server/budgetResolver.d.ts +6 -5
  12. package/dist/server/budgetResolver.js +46 -36
  13. package/dist/server/cacheKeys.js +6 -6
  14. package/dist/server/cacheManager.js +14 -11
  15. package/dist/server/completions.d.ts +2 -2
  16. package/dist/server/completions.js +20 -15
  17. package/dist/server/config.d.ts +10 -5
  18. package/dist/server/config.js +24 -7
  19. package/dist/server/deltaCache.d.ts +2 -2
  20. package/dist/server/deltaCache.js +22 -16
  21. package/dist/server/deltaCache.merge.d.ts +2 -2
  22. package/dist/server/diagnostics.d.ts +4 -4
  23. package/dist/server/diagnostics.js +38 -32
  24. package/dist/server/errorHandler.d.ts +5 -12
  25. package/dist/server/errorHandler.js +219 -217
  26. package/dist/server/prompts.d.ts +2 -2
  27. package/dist/server/prompts.js +45 -45
  28. package/dist/server/rateLimiter.js +4 -4
  29. package/dist/server/requestLogger.d.ts +1 -1
  30. package/dist/server/requestLogger.js +40 -35
  31. package/dist/server/resources.d.ts +3 -3
  32. package/dist/server/resources.js +55 -52
  33. package/dist/server/responseFormatter.js +6 -6
  34. package/dist/server/securityMiddleware.d.ts +2 -2
  35. package/dist/server/securityMiddleware.js +22 -20
  36. package/dist/server/serverKnowledgeStore.js +1 -1
  37. package/dist/server/toolRegistry.d.ts +3 -3
  38. package/dist/server/toolRegistry.js +47 -40
  39. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  40. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  41. package/dist/tools/accountTools.d.ts +9 -8
  42. package/dist/tools/accountTools.js +47 -47
  43. package/dist/tools/adapters.d.ts +13 -8
  44. package/dist/tools/adapters.js +21 -11
  45. package/dist/tools/budgetTools.d.ts +8 -7
  46. package/dist/tools/budgetTools.js +22 -22
  47. package/dist/tools/categoryTools.d.ts +9 -8
  48. package/dist/tools/categoryTools.js +68 -59
  49. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  50. package/dist/tools/compareTransactions/formatter.js +9 -9
  51. package/dist/tools/compareTransactions/index.d.ts +6 -6
  52. package/dist/tools/compareTransactions/index.js +58 -43
  53. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  54. package/dist/tools/compareTransactions/matcher.js +28 -15
  55. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  56. package/dist/tools/compareTransactions/parser.js +144 -138
  57. package/dist/tools/compareTransactions/types.d.ts +4 -4
  58. package/dist/tools/compareTransactions.d.ts +1 -1
  59. package/dist/tools/compareTransactions.js +1 -1
  60. package/dist/tools/deltaFetcher.d.ts +2 -2
  61. package/dist/tools/deltaFetcher.js +16 -15
  62. package/dist/tools/deltaSupport.d.ts +4 -4
  63. package/dist/tools/deltaSupport.js +35 -41
  64. package/dist/tools/exportTransactions.d.ts +5 -4
  65. package/dist/tools/exportTransactions.js +61 -59
  66. package/dist/tools/monthTools.d.ts +7 -6
  67. package/dist/tools/monthTools.js +31 -29
  68. package/dist/tools/payeeTools.d.ts +7 -6
  69. package/dist/tools/payeeTools.js +28 -28
  70. package/dist/tools/reconcileAdapter.d.ts +2 -2
  71. package/dist/tools/reconcileAdapter.js +21 -11
  72. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  73. package/dist/tools/reconciliation/analyzer.js +136 -57
  74. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  75. package/dist/tools/reconciliation/csvParser.js +128 -104
  76. package/dist/tools/reconciliation/executor.d.ts +4 -4
  77. package/dist/tools/reconciliation/executor.js +148 -109
  78. package/dist/tools/reconciliation/index.d.ts +10 -10
  79. package/dist/tools/reconciliation/index.js +96 -83
  80. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  81. package/dist/tools/reconciliation/matcher.js +17 -16
  82. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  83. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  84. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  85. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  86. package/dist/tools/reconciliation/reportFormatter.js +79 -54
  87. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  88. package/dist/tools/reconciliation/types.d.ts +19 -16
  89. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  90. package/dist/tools/schemas/common.d.ts +1 -1
  91. package/dist/tools/schemas/common.js +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  93. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  94. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  95. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  96. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  97. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  98. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  99. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  100. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  101. package/dist/tools/schemas/outputs/index.js +14 -14
  102. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  103. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  104. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  105. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  107. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  109. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  110. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  111. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  112. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  113. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  114. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  115. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  116. package/dist/tools/transactionReadTools.d.ts +11 -0
  117. package/dist/tools/transactionReadTools.js +202 -0
  118. package/dist/tools/transactionSchemas.d.ts +309 -0
  119. package/dist/tools/transactionSchemas.js +235 -0
  120. package/dist/tools/transactionTools.d.ts +6 -302
  121. package/dist/tools/transactionTools.js +7 -2054
  122. package/dist/tools/transactionUtils.d.ts +31 -0
  123. package/dist/tools/transactionUtils.js +364 -0
  124. package/dist/tools/transactionWriteTools.d.ts +20 -0
  125. package/dist/tools/transactionWriteTools.js +1342 -0
  126. package/dist/tools/utilityTools.d.ts +5 -4
  127. package/dist/tools/utilityTools.js +11 -11
  128. package/dist/types/index.d.ts +7 -7
  129. package/dist/types/index.js +6 -6
  130. package/dist/types/reconciliation.d.ts +1 -1
  131. package/dist/types/toolRegistration.d.ts +14 -12
  132. package/dist/utils/amountUtils.js +1 -1
  133. package/dist/utils/dateUtils.js +4 -4
  134. package/dist/utils/errors.d.ts +3 -3
  135. package/dist/utils/errors.js +4 -4
  136. package/dist/utils/money.d.ts +2 -2
  137. package/dist/utils/money.js +8 -8
  138. package/dist/utils/validationError.d.ts +1 -1
  139. package/dist/utils/validationError.js +1 -1
  140. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  141. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  142. package/docs/plans/2025-12-25-transaction-tools-refactor-design.md +211 -0
  143. package/docs/plans/2025-12-25-transaction-tools-refactor.md +905 -0
  144. package/esbuild.config.mjs +53 -50
  145. package/meta.json +12548 -12548
  146. package/package.json +98 -109
  147. package/scripts/analyze-bundle.mjs +33 -30
  148. package/scripts/create-pr-description.js +169 -120
  149. package/scripts/run-all-tests.js +205 -0
  150. package/scripts/run-domain-integration-tests.js +28 -18
  151. package/scripts/run-generate-mcpb.js +19 -17
  152. package/scripts/run-throttled-integration-tests.js +92 -83
  153. package/scripts/test-delta-params.mjs +149 -120
  154. package/scripts/test-recommendations.ts +36 -32
  155. package/scripts/tmpTransaction.ts +80 -43
  156. package/scripts/validate-env.js +98 -91
  157. package/scripts/verify-build.js +78 -76
  158. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  159. package/src/__tests__/performance.test.ts +723 -671
  160. package/src/__tests__/setup.ts +442 -395
  161. package/src/__tests__/smoke.e2e.test.ts +41 -39
  162. package/src/__tests__/testRunner.ts +314 -295
  163. package/src/__tests__/testUtils.ts +456 -364
  164. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  165. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  166. package/src/index.ts +68 -59
  167. package/src/server/CLAUDE.md +480 -0
  168. package/src/server/YNABMCPServer.ts +821 -794
  169. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  170. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  171. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  172. package/src/server/__tests__/cacheManager.test.ts +891 -874
  173. package/src/server/__tests__/completions.integration.test.ts +115 -106
  174. package/src/server/__tests__/completions.test.ts +334 -313
  175. package/src/server/__tests__/config.test.ts +98 -86
  176. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  177. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  178. package/src/server/__tests__/deltaCache.test.ts +946 -759
  179. package/src/server/__tests__/diagnostics.test.ts +825 -792
  180. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  181. package/src/server/__tests__/errorHandler.test.ts +402 -397
  182. package/src/server/__tests__/prompts.test.ts +424 -347
  183. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  184. package/src/server/__tests__/requestLogger.test.ts +443 -403
  185. package/src/server/__tests__/resources.template.test.ts +196 -185
  186. package/src/server/__tests__/resources.test.ts +294 -288
  187. package/src/server/__tests__/security.integration.test.ts +487 -421
  188. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  189. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  190. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  191. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  192. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  193. package/src/server/budgetResolver.ts +221 -181
  194. package/src/server/cacheKeys.ts +6 -6
  195. package/src/server/cacheManager.ts +498 -484
  196. package/src/server/completions.ts +267 -243
  197. package/src/server/config.ts +35 -14
  198. package/src/server/deltaCache.merge.ts +146 -128
  199. package/src/server/deltaCache.ts +352 -309
  200. package/src/server/diagnostics.ts +257 -242
  201. package/src/server/errorHandler.ts +747 -744
  202. package/src/server/prompts.ts +181 -176
  203. package/src/server/rateLimiter.ts +131 -129
  204. package/src/server/requestLogger.ts +350 -322
  205. package/src/server/resources.ts +442 -374
  206. package/src/server/responseFormatter.ts +41 -37
  207. package/src/server/securityMiddleware.ts +223 -205
  208. package/src/server/serverKnowledgeStore.ts +67 -67
  209. package/src/server/toolRegistry.ts +508 -474
  210. package/src/tools/CLAUDE.md +604 -0
  211. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  212. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  213. package/src/tools/__tests__/accountTools.test.ts +685 -638
  214. package/src/tools/__tests__/adapters.test.ts +142 -108
  215. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  216. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  217. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  218. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  219. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  220. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  221. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  222. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  223. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  224. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  225. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  226. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  227. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  228. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  229. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  230. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  231. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  232. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  234. package/src/tools/__tests__/monthTools.test.ts +561 -512
  235. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  236. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  237. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  238. package/src/tools/__tests__/transactionSchemas.test.ts +1204 -0
  239. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  240. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  241. package/src/tools/__tests__/transactionUtils.test.ts +1016 -0
  242. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  243. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  244. package/src/tools/accountTools.ts +293 -271
  245. package/src/tools/adapters.ts +120 -63
  246. package/src/tools/budgetTools.ts +121 -116
  247. package/src/tools/categoryTools.ts +379 -339
  248. package/src/tools/compareTransactions/formatter.ts +131 -119
  249. package/src/tools/compareTransactions/index.ts +249 -214
  250. package/src/tools/compareTransactions/matcher.ts +259 -209
  251. package/src/tools/compareTransactions/parser.ts +517 -487
  252. package/src/tools/compareTransactions/types.ts +38 -38
  253. package/src/tools/compareTransactions.ts +1 -1
  254. package/src/tools/deltaFetcher.ts +281 -260
  255. package/src/tools/deltaSupport.ts +264 -259
  256. package/src/tools/exportTransactions.ts +230 -218
  257. package/src/tools/monthTools.ts +180 -165
  258. package/src/tools/payeeTools.ts +152 -140
  259. package/src/tools/reconcileAdapter.ts +297 -246
  260. package/src/tools/reconciliation/CLAUDE.md +506 -0
  261. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +135 -112
  262. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -227
  263. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -335
  264. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  265. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  266. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  267. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  268. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  269. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  270. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  271. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -986
  272. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  273. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -530
  274. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -71
  275. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -58
  276. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  277. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +58 -43
  278. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  279. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  280. package/src/tools/reconciliation/analyzer.ts +582 -406
  281. package/src/tools/reconciliation/csvParser.ts +656 -609
  282. package/src/tools/reconciliation/executor.ts +1290 -1128
  283. package/src/tools/reconciliation/index.ts +580 -528
  284. package/src/tools/reconciliation/matcher.ts +256 -240
  285. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  286. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  287. package/src/tools/reconciliation/reportFormatter.ts +349 -276
  288. package/src/tools/reconciliation/signDetector.ts +89 -83
  289. package/src/tools/reconciliation/types.ts +164 -153
  290. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  291. package/src/tools/schemas/CLAUDE.md +546 -0
  292. package/src/tools/schemas/common.ts +1 -1
  293. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  294. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  295. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  296. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  297. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  298. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  299. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  300. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  301. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  302. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  303. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  304. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  305. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  306. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  307. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  308. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  309. package/src/tools/schemas/outputs/index.ts +163 -163
  310. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  311. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  312. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  313. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  314. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  315. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  316. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  317. package/src/tools/toolCategories.ts +114 -114
  318. package/src/tools/transactionReadTools.ts +327 -0
  319. package/src/tools/transactionSchemas.ts +484 -0
  320. package/src/tools/transactionTools.ts +107 -2990
  321. package/src/tools/transactionUtils.ts +621 -0
  322. package/src/tools/transactionWriteTools.ts +2110 -0
  323. package/src/tools/utilityTools.ts +46 -41
  324. package/src/types/CLAUDE.md +477 -0
  325. package/src/types/__tests__/index.test.ts +51 -51
  326. package/src/types/index.ts +43 -39
  327. package/src/types/integration-tests.d.ts +26 -26
  328. package/src/types/reconciliation.ts +29 -29
  329. package/src/types/toolAnnotations.ts +30 -30
  330. package/src/types/toolRegistration.ts +43 -32
  331. package/src/utils/CLAUDE.md +508 -0
  332. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  333. package/src/utils/__tests__/money.test.ts +193 -187
  334. package/src/utils/amountUtils.ts +5 -5
  335. package/src/utils/baseError.ts +5 -5
  336. package/src/utils/dateUtils.ts +29 -26
  337. package/src/utils/errors.ts +14 -14
  338. package/src/utils/money.ts +66 -52
  339. package/src/utils/validationError.ts +1 -1
  340. package/tsconfig.json +29 -29
  341. package/tsconfig.prod.json +16 -16
  342. package/vitest-reporters/split-json-reporter.ts +247 -204
  343. package/vitest.config.ts +99 -95
  344. package/.prettierignore +0 -10
  345. package/.prettierrc.json +0 -10
  346. package/eslint.config.js +0 -49
@@ -1,26 +1,33 @@
1
- import { CallToolResult } from '@modelcontextprotocol/sdk/types.js';
2
- import * as ynab from 'ynab';
3
- import { z } from 'zod/v4';
4
- import { withToolErrorHandling } from '../types/index.js';
5
- import { responseFormatter } from '../server/responseFormatter.js';
6
- import { milliunitsToAmount } from '../utils/amountUtils.js';
7
- import { cacheManager, CACHE_TTLS, CacheManager } from '../server/cacheManager.js';
8
- import type { DeltaFetcher } from './deltaFetcher.js';
9
- import { CacheKeys } from '../server/cacheKeys.js';
10
- import { resolveDeltaFetcherArgs } from './deltaSupport.js';
11
- import type { ToolFactory } from '../types/toolRegistration.js';
12
- import { createAdapters, createBudgetResolver } from './adapters.js';
13
- import { ToolAnnotationPresets } from './toolCategories.js';
1
+ import type { CallToolResult } from "@modelcontextprotocol/sdk/types.js";
2
+ import type * as ynab from "ynab";
3
+ import { z } from "zod/v4";
4
+ import { CacheKeys } from "../server/cacheKeys.js";
5
+ import {
6
+ CACHE_TTLS,
7
+ CacheManager,
8
+ cacheManager,
9
+ } from "../server/cacheManager.js";
10
+ import type { ErrorHandler } from "../server/errorHandler.js";
11
+ import { responseFormatter } from "../server/responseFormatter.js";
12
+ import { withToolErrorHandling } from "../types/index.js";
13
+ import type { ToolFactory } from "../types/toolRegistration.js";
14
+ import { milliunitsToAmount } from "../utils/amountUtils.js";
15
+ import { createAdapters, createBudgetResolver } from "./adapters.js";
16
+ import type { DeltaFetcher } from "./deltaFetcher.js";
17
+ import { resolveDeltaFetcherArgs } from "./deltaSupport.js";
18
+ import { ToolAnnotationPresets } from "./toolCategories.js";
14
19
 
15
20
  /**
16
21
  * Schema for ynab:get_month tool parameters
17
22
  */
18
23
  export const GetMonthSchema = z
19
- .object({
20
- budget_id: z.string().min(1, 'Budget ID is required'),
21
- month: z.string().regex(/^\d{4}-\d{2}-\d{2}$/, 'Month must be in YYYY-MM-DD format'),
22
- })
23
- .strict();
24
+ .object({
25
+ budget_id: z.string().min(1, "Budget ID is required"),
26
+ month: z
27
+ .string()
28
+ .regex(/^\d{4}-\d{2}-\d{2}$/, "Month must be in YYYY-MM-DD format"),
29
+ })
30
+ .strict();
24
31
 
25
32
  export type GetMonthParams = z.infer<typeof GetMonthSchema>;
26
33
 
@@ -28,10 +35,10 @@ export type GetMonthParams = z.infer<typeof GetMonthSchema>;
28
35
  * Schema for ynab:list_months tool parameters
29
36
  */
30
37
  export const ListMonthsSchema = z
31
- .object({
32
- budget_id: z.string().min(1, 'Budget ID is required'),
33
- })
34
- .strict();
38
+ .object({
39
+ budget_id: z.string().min(1, "Budget ID is required"),
40
+ })
41
+ .strict();
35
42
 
36
43
  export type ListMonthsParams = z.infer<typeof ListMonthsSchema>;
37
44
 
@@ -40,76 +47,82 @@ export type ListMonthsParams = z.infer<typeof ListMonthsSchema>;
40
47
  * Gets budget data for a specific month
41
48
  */
42
49
  export async function handleGetMonth(
43
- ynabAPI: ynab.API,
44
- params: GetMonthParams,
50
+ ynabAPI: ynab.API,
51
+ params: GetMonthParams,
52
+ errorHandler?: ErrorHandler,
45
53
  ): Promise<CallToolResult> {
46
- return await withToolErrorHandling(
47
- async () => {
48
- // Always use cache
49
- const cacheKey = CacheManager.generateKey(
50
- CacheKeys.MONTHS,
51
- 'get',
52
- params.budget_id,
53
- params.month,
54
- );
55
- const wasCached = cacheManager.has(cacheKey);
56
- const month = await cacheManager.wrap<ynab.MonthDetail>(cacheKey, {
57
- ttl: CACHE_TTLS.MONTHS,
58
- loader: async () => {
59
- const response = await ynabAPI.months.getBudgetMonth(params.budget_id, params.month);
60
- return response.data.month;
61
- },
62
- });
54
+ return await withToolErrorHandling(
55
+ async () => {
56
+ // Always use cache
57
+ const cacheKey = CacheManager.generateKey(
58
+ CacheKeys.MONTHS,
59
+ "get",
60
+ params.budget_id,
61
+ params.month,
62
+ );
63
+ const wasCached = cacheManager.has(cacheKey);
64
+ const month = await cacheManager.wrap<ynab.MonthDetail>(cacheKey, {
65
+ ttl: CACHE_TTLS.MONTHS,
66
+ loader: async () => {
67
+ const response = await ynabAPI.months.getBudgetMonth(
68
+ params.budget_id,
69
+ params.month,
70
+ );
71
+ return response.data.month;
72
+ },
73
+ });
63
74
 
64
- return {
65
- content: [
66
- {
67
- type: 'text',
68
- text: responseFormatter.format({
69
- month: {
70
- month: month.month,
71
- note: month.note,
72
- income: milliunitsToAmount(month.income),
73
- budgeted: milliunitsToAmount(month.budgeted),
74
- activity: milliunitsToAmount(month.activity),
75
- to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
76
- age_of_money: month.age_of_money,
77
- deleted: month.deleted,
78
- categories: month.categories?.map((category) => ({
79
- id: category.id,
80
- category_group_id: category.category_group_id,
81
- category_group_name: category.category_group_name,
82
- name: category.name,
83
- hidden: category.hidden,
84
- original_category_group_id: category.original_category_group_id,
85
- note: category.note,
86
- budgeted: milliunitsToAmount(category.budgeted),
87
- activity: milliunitsToAmount(category.activity),
88
- balance: milliunitsToAmount(category.balance),
89
- goal_type: category.goal_type,
90
- goal_creation_month: category.goal_creation_month,
91
- goal_target: category.goal_target,
92
- goal_target_month: category.goal_target_month,
93
- goal_percentage_complete: category.goal_percentage_complete,
94
- goal_months_to_budget: category.goal_months_to_budget,
95
- goal_under_funded: category.goal_under_funded,
96
- goal_overall_funded: category.goal_overall_funded,
97
- goal_overall_left: category.goal_overall_left,
98
- deleted: category.deleted,
99
- })),
100
- },
101
- cached: wasCached,
102
- cache_info: wasCached
103
- ? 'Data retrieved from cache for improved performance'
104
- : 'Fresh data retrieved from YNAB API',
105
- }),
106
- },
107
- ],
108
- };
109
- },
110
- 'ynab:get_month',
111
- 'getting month data',
112
- );
75
+ return {
76
+ content: [
77
+ {
78
+ type: "text",
79
+ text: responseFormatter.format({
80
+ month: {
81
+ month: month.month,
82
+ note: month.note,
83
+ income: milliunitsToAmount(month.income),
84
+ budgeted: milliunitsToAmount(month.budgeted),
85
+ activity: milliunitsToAmount(month.activity),
86
+ to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
87
+ age_of_money: month.age_of_money,
88
+ deleted: month.deleted,
89
+ categories: month.categories?.map((category) => ({
90
+ id: category.id,
91
+ category_group_id: category.category_group_id,
92
+ category_group_name: category.category_group_name,
93
+ name: category.name,
94
+ hidden: category.hidden,
95
+ original_category_group_id:
96
+ category.original_category_group_id,
97
+ note: category.note,
98
+ budgeted: milliunitsToAmount(category.budgeted),
99
+ activity: milliunitsToAmount(category.activity),
100
+ balance: milliunitsToAmount(category.balance),
101
+ goal_type: category.goal_type,
102
+ goal_creation_month: category.goal_creation_month,
103
+ goal_target: category.goal_target,
104
+ goal_target_month: category.goal_target_month,
105
+ goal_percentage_complete: category.goal_percentage_complete,
106
+ goal_months_to_budget: category.goal_months_to_budget,
107
+ goal_under_funded: category.goal_under_funded,
108
+ goal_overall_funded: category.goal_overall_funded,
109
+ goal_overall_left: category.goal_overall_left,
110
+ deleted: category.deleted,
111
+ })),
112
+ },
113
+ cached: wasCached,
114
+ cache_info: wasCached
115
+ ? "Data retrieved from cache for improved performance"
116
+ : "Fresh data retrieved from YNAB API",
117
+ }),
118
+ },
119
+ ],
120
+ };
121
+ },
122
+ "ynab:get_month",
123
+ "getting month data",
124
+ errorHandler,
125
+ );
113
126
  }
114
127
 
115
128
  /**
@@ -117,93 +130,95 @@ export async function handleGetMonth(
117
130
  * Lists all months summary data for a budget
118
131
  */
119
132
  export async function handleListMonths(
120
- ynabAPI: ynab.API,
121
- deltaFetcher: DeltaFetcher,
122
- params: ListMonthsParams,
133
+ ynabAPI: ynab.API,
134
+ deltaFetcher: DeltaFetcher,
135
+ params: ListMonthsParams,
123
136
  ): Promise<CallToolResult>;
124
137
  export async function handleListMonths(
125
- ynabAPI: ynab.API,
126
- params: ListMonthsParams,
138
+ ynabAPI: ynab.API,
139
+ params: ListMonthsParams,
127
140
  ): Promise<CallToolResult>;
128
141
  export async function handleListMonths(
129
- ynabAPI: ynab.API,
130
- deltaFetcherOrParams: DeltaFetcher | ListMonthsParams,
131
- maybeParams?: ListMonthsParams,
142
+ ynabAPI: ynab.API,
143
+ deltaFetcherOrParams: DeltaFetcher | ListMonthsParams,
144
+ maybeParams?: ListMonthsParams,
145
+ errorHandler?: ErrorHandler,
132
146
  ): Promise<CallToolResult> {
133
- const { deltaFetcher, params } = resolveDeltaFetcherArgs(
134
- ynabAPI,
135
- deltaFetcherOrParams,
136
- maybeParams,
137
- );
138
- return await withToolErrorHandling(
139
- async () => {
140
- // Always use cache
141
- const result = await deltaFetcher.fetchMonths(params.budget_id);
142
- const months = result.data;
143
- const wasCached = result.wasCached;
144
- const usedDelta = result.usedDelta;
147
+ const { deltaFetcher, params } = resolveDeltaFetcherArgs(
148
+ ynabAPI,
149
+ deltaFetcherOrParams,
150
+ maybeParams,
151
+ );
152
+ return await withToolErrorHandling(
153
+ async () => {
154
+ // Always use cache
155
+ const result = await deltaFetcher.fetchMonths(params.budget_id);
156
+ const months = result.data;
157
+ const wasCached = result.wasCached;
158
+ const usedDelta = result.usedDelta;
145
159
 
146
- return {
147
- content: [
148
- {
149
- type: 'text',
150
- text: responseFormatter.format({
151
- months: months.map((month) => ({
152
- month: month.month,
153
- note: month.note,
154
- income: milliunitsToAmount(month.income),
155
- budgeted: milliunitsToAmount(month.budgeted),
156
- activity: milliunitsToAmount(month.activity),
157
- to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
158
- age_of_money: month.age_of_money,
159
- deleted: month.deleted,
160
- })),
161
- cached: wasCached,
162
- cache_info: wasCached
163
- ? `Data retrieved from cache for improved performance${usedDelta ? ' (delta merge applied)' : ''}`
164
- : 'Fresh data retrieved from YNAB API',
165
- }),
166
- },
167
- ],
168
- };
169
- },
170
- 'ynab:list_months',
171
- 'listing months',
172
- );
160
+ return {
161
+ content: [
162
+ {
163
+ type: "text",
164
+ text: responseFormatter.format({
165
+ months: months.map((month) => ({
166
+ month: month.month,
167
+ note: month.note,
168
+ income: milliunitsToAmount(month.income),
169
+ budgeted: milliunitsToAmount(month.budgeted),
170
+ activity: milliunitsToAmount(month.activity),
171
+ to_be_budgeted: milliunitsToAmount(month.to_be_budgeted),
172
+ age_of_money: month.age_of_money,
173
+ deleted: month.deleted,
174
+ })),
175
+ cached: wasCached,
176
+ cache_info: wasCached
177
+ ? `Data retrieved from cache for improved performance${usedDelta ? " (delta merge applied)" : ""}`
178
+ : "Fresh data retrieved from YNAB API",
179
+ }),
180
+ },
181
+ ],
182
+ };
183
+ },
184
+ "ynab:list_months",
185
+ "listing months",
186
+ errorHandler,
187
+ );
173
188
  }
174
189
 
175
190
  /**
176
191
  * Registers all month-related tools with the registry.
177
192
  */
178
193
  export const registerMonthTools: ToolFactory = (registry, context) => {
179
- const { adapt, adaptWithDelta } = createAdapters(context);
180
- const budgetResolver = createBudgetResolver(context);
194
+ const { adapt, adaptWithDelta } = createAdapters(context);
195
+ const budgetResolver = createBudgetResolver(context);
181
196
 
182
- registry.register({
183
- name: 'get_month',
184
- description: 'Get budget data for a specific month',
185
- inputSchema: GetMonthSchema,
186
- handler: adapt(handleGetMonth),
187
- defaultArgumentResolver: budgetResolver<z.infer<typeof GetMonthSchema>>(),
188
- metadata: {
189
- annotations: {
190
- ...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
191
- title: 'YNAB: Get Month Details',
192
- },
193
- },
194
- });
197
+ registry.register({
198
+ name: "get_month",
199
+ description: "Get budget data for a specific month",
200
+ inputSchema: GetMonthSchema,
201
+ handler: adapt(handleGetMonth),
202
+ defaultArgumentResolver: budgetResolver<z.infer<typeof GetMonthSchema>>(),
203
+ metadata: {
204
+ annotations: {
205
+ ...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
206
+ title: "YNAB: Get Month Details",
207
+ },
208
+ },
209
+ });
195
210
 
196
- registry.register({
197
- name: 'list_months',
198
- description: 'List all months summary data for a budget',
199
- inputSchema: ListMonthsSchema,
200
- handler: adaptWithDelta(handleListMonths),
201
- defaultArgumentResolver: budgetResolver<z.infer<typeof ListMonthsSchema>>(),
202
- metadata: {
203
- annotations: {
204
- ...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
205
- title: 'YNAB: List Months',
206
- },
207
- },
208
- });
211
+ registry.register({
212
+ name: "list_months",
213
+ description: "List all months summary data for a budget",
214
+ inputSchema: ListMonthsSchema,
215
+ handler: adaptWithDelta(handleListMonths),
216
+ defaultArgumentResolver: budgetResolver<z.infer<typeof ListMonthsSchema>>(),
217
+ metadata: {
218
+ annotations: {
219
+ ...ToolAnnotationPresets.READ_ONLY_EXTERNAL,
220
+ title: "YNAB: List Months",
221
+ },
222
+ },
223
+ });
209
224
  };