@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
@@ -1,802 +1,829 @@
1
- import { Server } from '@modelcontextprotocol/sdk/server/index.js';
2
- import { StdioServerTransport } from '@modelcontextprotocol/sdk/server/stdio.js';
3
- import fs from 'fs';
4
- import path from 'path';
5
- import { z } from 'zod';
1
+ import fs from "node:fs";
2
+ import path from "node:path";
3
+ import { Server } from "@modelcontextprotocol/sdk/server/index.js";
4
+ import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
6
5
  import {
7
- CallToolRequestSchema,
8
- ListToolsRequestSchema,
9
- ListResourcesRequestSchema,
10
- ListResourceTemplatesRequestSchema,
11
- ListPromptsRequestSchema,
12
- ReadResourceRequestSchema,
13
- GetPromptRequestSchema,
14
- CompleteRequestSchema,
15
- ErrorCode,
16
- McpError,
17
- } from '@modelcontextprotocol/sdk/types.js';
18
- import type { Tool } from '@modelcontextprotocol/sdk/types.js';
19
- import * as ynab from 'ynab';
6
+ CallToolRequestSchema,
7
+ CompleteRequestSchema,
8
+ ErrorCode,
9
+ GetPromptRequestSchema,
10
+ ListPromptsRequestSchema,
11
+ ListResourceTemplatesRequestSchema,
12
+ ListResourcesRequestSchema,
13
+ ListToolsRequestSchema,
14
+ McpError,
15
+ ReadResourceRequestSchema,
16
+ } from "@modelcontextprotocol/sdk/types.js";
17
+ import type { Tool } from "@modelcontextprotocol/sdk/types.js";
18
+ import * as ynab from "ynab";
19
+ import { z } from "zod";
20
+ import { registerAccountTools } from "../tools/accountTools.js";
21
+ import { registerBudgetTools } from "../tools/budgetTools.js";
22
+ import { registerCategoryTools } from "../tools/categoryTools.js";
23
+ import { DeltaFetcher } from "../tools/deltaFetcher.js";
24
+ import { registerMonthTools } from "../tools/monthTools.js";
25
+ import { registerPayeeTools } from "../tools/payeeTools.js";
26
+ import { registerReconciliationTools } from "../tools/reconciliation/index.js";
27
+ import { emptyObjectSchema } from "../tools/schemas/common.js";
28
+ import { ToolAnnotationPresets } from "../tools/toolCategories.js";
29
+ import { registerTransactionTools } from "../tools/transactionTools.js";
30
+ import { registerUtilityTools } from "../tools/utilityTools.js";
31
+ import { ValidationError, YNABErrorCode } from "../types/index.js";
32
+ import type { ToolContext } from "../types/toolRegistration.js";
20
33
  import {
21
- AuthenticationError,
22
- ConfigurationError,
23
- ValidationError as ConfigValidationError,
24
- } from '../utils/errors.js';
25
- import { YNABErrorCode, ValidationError } from '../types/index.js';
26
- import type { ToolContext } from '../types/toolRegistration.js';
27
- import { loadConfig, type AppConfig } from './config.js';
28
- import { createErrorHandler, ErrorHandler } from './errorHandler.js';
29
- import { BudgetResolver } from './budgetResolver.js';
30
- import { SecurityMiddleware, withSecurityWrapper } from './securityMiddleware.js';
31
- import { registerBudgetTools } from '../tools/budgetTools.js';
32
- import { registerAccountTools } from '../tools/accountTools.js';
33
- import { registerTransactionTools } from '../tools/transactionTools.js';
34
- import { registerReconciliationTools } from '../tools/reconciliation/index.js';
35
- import { registerCategoryTools } from '../tools/categoryTools.js';
36
- import { registerPayeeTools } from '../tools/payeeTools.js';
37
- import { registerMonthTools } from '../tools/monthTools.js';
38
- import { registerUtilityTools } from '../tools/utilityTools.js';
39
- import { emptyObjectSchema } from '../tools/schemas/common.js';
40
- import { cacheManager, CacheManager } from './cacheManager.js';
41
- import { responseFormatter } from './responseFormatter.js';
42
- import { ToolRegistry, type ToolDefinition, type ProgressCallback } from './toolRegistry.js';
43
- import { ResourceManager } from './resources.js';
44
- import { PromptManager } from './prompts.js';
45
- import { DiagnosticManager } from './diagnostics.js';
46
- import { ServerKnowledgeStore } from './serverKnowledgeStore.js';
47
- import { DeltaCache } from './deltaCache.js';
48
- import { DeltaFetcher } from '../tools/deltaFetcher.js';
49
- import { ToolAnnotationPresets } from '../tools/toolCategories.js';
50
- import { CompletionsManager } from './completions.js';
34
+ AuthenticationError,
35
+ ValidationError as ConfigValidationError,
36
+ ConfigurationError,
37
+ } from "../utils/errors.js";
38
+ import { CacheManager, cacheManager } from "./cacheManager.js";
39
+ import { CompletionsManager } from "./completions.js";
40
+ import { type AppConfig, loadConfig } from "./config.js";
41
+ import { DeltaCache } from "./deltaCache.js";
42
+ import { DiagnosticManager } from "./diagnostics.js";
43
+ import { type ErrorHandler, createErrorHandler } from "./errorHandler.js";
44
+ import { PromptManager } from "./prompts.js";
45
+ import { ResourceManager } from "./resources.js";
46
+ import { responseFormatter } from "./responseFormatter.js";
47
+ import {
48
+ SecurityMiddleware,
49
+ withSecurityWrapper,
50
+ } from "./securityMiddleware.js";
51
+ import { ServerKnowledgeStore } from "./serverKnowledgeStore.js";
52
+ import {
53
+ type ProgressCallback,
54
+ type ToolDefinition,
55
+ ToolRegistry,
56
+ } from "./toolRegistry.js";
51
57
 
52
58
  /**
53
59
  * YNAB MCP Server class that provides integration with You Need A Budget API
54
60
  */
55
61
  export class YNABMCPServer {
56
- private server: Server;
57
- private ynabAPI: ynab.API;
58
- private exitOnError: boolean;
59
- private defaultBudgetId: string | undefined;
60
- private configInstance: AppConfig;
61
- private serverVersion: string;
62
- private toolRegistry: ToolRegistry;
63
- private resourceManager: ResourceManager;
64
- private promptManager: PromptManager;
65
- private serverKnowledgeStore: ServerKnowledgeStore;
66
- private deltaCache: DeltaCache;
67
- private deltaFetcher: DeltaFetcher;
68
- private diagnosticManager: DiagnosticManager;
69
- private errorHandler: ErrorHandler;
70
- private completionsManager: CompletionsManager;
71
-
72
- constructor(exitOnError: boolean = true) {
73
- this.exitOnError = exitOnError;
74
- this.configInstance = loadConfig();
75
- // Config is now imported and validated at startup
76
- this.defaultBudgetId = this.configInstance.YNAB_DEFAULT_BUDGET_ID;
77
-
78
- // Initialize YNAB API
79
- this.ynabAPI = new ynab.API(this.configInstance.YNAB_ACCESS_TOKEN);
80
-
81
- // Determine server version (prefer package.json)
82
- this.serverVersion = this.readPackageVersion() ?? '0.0.0';
83
-
84
- // Initialize MCP Server
85
- this.server = new Server(
86
- {
87
- name: 'ynab-mcp-server',
88
- version: this.serverVersion,
89
- },
90
- {
91
- capabilities: {
92
- tools: { listChanged: false },
93
- resources: {
94
- subscribe: false, // YNAB API has no webhooks; subscriptions not applicable
95
- listChanged: false,
96
- },
97
- prompts: { listChanged: false },
98
- completions: {},
99
- },
100
- },
101
- );
102
-
103
- // Create ErrorHandler instance with formatter injection
104
- this.errorHandler = createErrorHandler(responseFormatter);
105
-
106
- // Set the global default for backward compatibility with static usage
107
- ErrorHandler.setFormatter(responseFormatter);
108
-
109
- this.toolRegistry = new ToolRegistry({
110
- withSecurityWrapper,
111
- errorHandler: this.errorHandler,
112
- responseFormatter,
113
- cacheHelpers: {
114
- generateKey: (...segments: unknown[]) => {
115
- const normalized = segments.map((segment) => {
116
- if (
117
- typeof segment === 'string' ||
118
- typeof segment === 'number' ||
119
- typeof segment === 'boolean' ||
120
- segment === undefined
121
- ) {
122
- return segment;
123
- }
124
- return JSON.stringify(segment);
125
- }) as (string | number | boolean | undefined)[];
126
- return CacheManager.generateKey('tool', ...normalized);
127
- },
128
- invalidate: (key: string) => {
129
- try {
130
- cacheManager.delete(key);
131
- } catch (error) {
132
- console.error(`Failed to invalidate cache key "${key}":`, error);
133
- }
134
- },
135
- clear: () => {
136
- try {
137
- cacheManager.clear();
138
- } catch (error) {
139
- console.error('Failed to clear cache:', error);
140
- }
141
- },
142
- },
143
- validateAccessToken: (token: string) => {
144
- const expected = this.configInstance.YNAB_ACCESS_TOKEN.trim();
145
- const provided = typeof token === 'string' ? token.trim() : '';
146
- if (!provided) {
147
- throw this.errorHandler.createYNABError(
148
- YNABErrorCode.UNAUTHORIZED,
149
- 'validating access token',
150
- new Error('Missing access token'),
151
- );
152
- }
153
- if (provided !== expected) {
154
- throw this.errorHandler.createYNABError(
155
- YNABErrorCode.UNAUTHORIZED,
156
- 'validating access token',
157
- new Error('Access token mismatch'),
158
- );
159
- }
160
- },
161
- });
162
-
163
- // Initialize service modules
164
- this.resourceManager = new ResourceManager({
165
- ynabAPI: this.ynabAPI,
166
- responseFormatter,
167
- cacheManager,
168
- });
169
-
170
- this.promptManager = new PromptManager();
171
-
172
- this.serverKnowledgeStore = new ServerKnowledgeStore();
173
- this.deltaCache = new DeltaCache(cacheManager, this.serverKnowledgeStore);
174
- this.deltaFetcher = new DeltaFetcher(this.ynabAPI, this.deltaCache);
175
-
176
- this.diagnosticManager = new DiagnosticManager({
177
- securityMiddleware: SecurityMiddleware,
178
- cacheManager,
179
- responseFormatter,
180
- serverVersion: this.serverVersion,
181
- serverKnowledgeStore: this.serverKnowledgeStore,
182
- deltaCache: this.deltaCache,
183
- });
184
-
185
- this.completionsManager = new CompletionsManager(
186
- this.ynabAPI,
187
- cacheManager,
188
- () => this.defaultBudgetId,
189
- );
190
-
191
- this.setupToolRegistry();
192
- this.setupHandlers();
193
- }
194
-
195
- /**
196
- * Validates the YNAB access token by making a test API call
197
- */
198
- async validateToken(): Promise<boolean> {
199
- try {
200
- await this.ynabAPI.user.getUser();
201
- return true;
202
- } catch (error) {
203
- if (this.isMalformedTokenResponse(error)) {
204
- throw new AuthenticationError('Unexpected response from YNAB during token validation');
205
- }
206
-
207
- if (error instanceof Error) {
208
- // Check for authentication-related errors
209
- if (error.message.includes('401') || error.message.includes('Unauthorized')) {
210
- throw new AuthenticationError('Invalid or expired YNAB access token');
211
- }
212
- if (error.message.includes('403') || error.message.includes('Forbidden')) {
213
- throw new AuthenticationError('YNAB access token has insufficient permissions');
214
- }
215
-
216
- const reason = error.message || String(error);
217
- throw new AuthenticationError(`Token validation failed: ${reason}`);
218
- }
219
-
220
- throw new AuthenticationError(`Token validation failed: ${String(error)}`);
221
- }
222
- }
223
-
224
- private isMalformedTokenResponse(error: unknown): boolean {
225
- if (error instanceof SyntaxError) {
226
- return true;
227
- }
228
-
229
- const message =
230
- typeof error === 'string'
231
- ? error
232
- : typeof (error as { message?: unknown })?.message === 'string'
233
- ? String((error as { message: unknown }).message)
234
- : null;
235
-
236
- if (!message) {
237
- return false;
238
- }
239
-
240
- const normalized = message.toLowerCase();
241
- return (
242
- normalized.includes('unexpected token') ||
243
- normalized.includes('unexpected end of json') ||
244
- normalized.includes('<html')
245
- );
246
- }
247
-
248
- /**
249
- * Sets up MCP server request handlers
250
- */
251
- private setupHandlers(): void {
252
- // Handle list resources requests
253
- this.server.setRequestHandler(ListResourcesRequestSchema, async () => {
254
- return this.resourceManager.listResources();
255
- });
256
-
257
- // Handle list resource templates requests
258
- this.server.setRequestHandler(ListResourceTemplatesRequestSchema, async () => {
259
- return this.resourceManager.listResourceTemplates();
260
- });
261
-
262
- // Handle read resource requests
263
- this.server.setRequestHandler(ReadResourceRequestSchema, async (request) => {
264
- const { uri } = request.params;
265
- return await this.resourceManager.readResource(uri);
266
- });
267
-
268
- // Handle list prompts requests
269
- this.server.setRequestHandler(ListPromptsRequestSchema, async () => {
270
- return this.promptManager.listPrompts();
271
- });
272
-
273
- // Handle get prompt requests
274
- this.server.setRequestHandler(GetPromptRequestSchema, async (request) => {
275
- const { name, arguments: args } = request.params;
276
- const result = await this.promptManager.getPrompt(name, args);
277
- // The SDK expects the result to match the protocol's PromptResponse shape
278
- return result as unknown as { description?: string; messages: unknown[] };
279
- });
280
-
281
- // Handle list tools requests
282
- this.server.setRequestHandler(ListToolsRequestSchema, async () => {
283
- return {
284
- tools: this.toolRegistry.listTools(),
285
- };
286
- });
287
-
288
- // Handle tool call requests
289
- this.server.setRequestHandler(CallToolRequestSchema, async (request, extra) => {
290
- if (!this.toolRegistry.hasTool(request.params.name)) {
291
- throw new McpError(ErrorCode.InvalidParams, `Unknown tool: ${request.params.name}`);
292
- }
293
- const rawArgs = (request.params.arguments ?? undefined) as
294
- | Record<string, unknown>
295
- | undefined;
296
- const minifyOverride = this.extractMinifyOverride(rawArgs);
297
-
298
- const sanitizedArgs = rawArgs
299
- ? (() => {
300
- const clone: Record<string, unknown> = { ...rawArgs };
301
- delete clone['minify'];
302
- delete clone['_minify'];
303
- delete clone['__minify'];
304
- return clone;
305
- })()
306
- : undefined;
307
-
308
- const executionOptions: {
309
- name: string;
310
- accessToken: string;
311
- arguments: Record<string, unknown>;
312
- minifyOverride?: boolean;
313
- sendProgress?: ProgressCallback;
314
- } = {
315
- name: request.params.name,
316
- accessToken: this.configInstance.YNAB_ACCESS_TOKEN,
317
- arguments: sanitizedArgs ?? {},
318
- };
319
-
320
- if (minifyOverride !== undefined) {
321
- executionOptions.minifyOverride = minifyOverride;
322
- }
323
-
324
- // Create progress callback if client provided a progressToken
325
- const progressToken = (request.params as { _meta?: { progressToken?: string | number } })
326
- ._meta?.progressToken;
327
- if (progressToken !== undefined && extra.sendNotification) {
328
- executionOptions.sendProgress = async (params) => {
329
- try {
330
- await extra.sendNotification({
331
- method: 'notifications/progress',
332
- params: {
333
- progressToken,
334
- progress: params.progress,
335
- ...(params.total !== undefined && { total: params.total }),
336
- ...(params.message !== undefined && { message: params.message }),
337
- },
338
- });
339
- } catch {
340
- // Progress notifications are non-critical; allow tool execution to continue.
341
- }
342
- };
343
- }
344
-
345
- return await this.toolRegistry.executeTool(executionOptions);
346
- });
347
-
348
- // Handle completion requests for autocomplete
349
- this.server.setRequestHandler(CompleteRequestSchema, async (request) => {
350
- const { argument, context } = request.params;
351
-
352
- // Get completions from the manager, handling optional context
353
- const completionContext = context?.arguments ? { arguments: context.arguments } : undefined;
354
- const result = await this.completionsManager.getCompletions(
355
- argument.name,
356
- argument.value,
357
- completionContext,
358
- );
359
-
360
- // Return in MCP-compliant format
361
- return {
362
- completion: result.completion,
363
- };
364
- });
365
- }
366
-
367
- /**
368
- * Registers all tools with the registry to centralize handler execution
369
- */
370
- private setupToolRegistry(): void {
371
- const register = <TInput extends Record<string, unknown>>(
372
- definition: ToolDefinition<TInput>,
373
- ): void => {
374
- this.toolRegistry.register(definition);
375
- };
376
-
377
- const toolContext: ToolContext = {
378
- ynabAPI: this.ynabAPI,
379
- deltaFetcher: this.deltaFetcher,
380
- deltaCache: this.deltaCache,
381
- serverKnowledgeStore: this.serverKnowledgeStore,
382
- getDefaultBudgetId: () => this.defaultBudgetId,
383
- setDefaultBudget: (budgetId: string) => this.setDefaultBudget(budgetId),
384
- cacheManager,
385
- diagnosticManager: this.diagnosticManager,
386
- };
387
-
388
- const setDefaultBudgetSchema = z.object({ budget_id: z.string().min(1) }).strict();
389
- const diagnosticInfoSchema = z
390
- .object({
391
- include_memory: z.boolean().default(true),
392
- include_environment: z.boolean().default(true),
393
- include_server: z.boolean().default(true),
394
- include_security: z.boolean().default(true),
395
- include_cache: z.boolean().default(true),
396
- include_delta: z.boolean().default(true),
397
- })
398
- .strict();
399
- const setOutputFormatSchema = z
400
- .object({
401
- default_minify: z.boolean().optional(),
402
- pretty_spaces: z.number().int().min(0).max(10).optional(),
403
- })
404
- .strict();
405
- registerBudgetTools(this.toolRegistry, toolContext);
406
- registerPayeeTools(this.toolRegistry, toolContext);
407
- registerCategoryTools(this.toolRegistry, toolContext);
408
- registerAccountTools(this.toolRegistry, toolContext);
409
- registerMonthTools(this.toolRegistry, toolContext);
410
- registerTransactionTools(this.toolRegistry, toolContext);
411
- registerReconciliationTools(this.toolRegistry, toolContext);
412
- registerUtilityTools(this.toolRegistry, toolContext);
413
-
414
- // Server-owned inline tools stay here because they depend on instance state (default budget,
415
- // diagnostics manager, cache manager, response formatter) rather than the factory context.
416
- register({
417
- name: 'set_default_budget',
418
- description: 'Set the default budget for subsequent operations',
419
- inputSchema: setDefaultBudgetSchema,
420
- handler: async ({ input }) => {
421
- const { budget_id } = input;
422
- await this.ynabAPI.budgets.getBudgetById(budget_id);
423
- this.setDefaultBudget(budget_id);
424
-
425
- // Cache warming for frequently accessed data (fire-and-forget)
426
- this.warmCacheForBudget(budget_id).catch(() => {
427
- // Silently handle cache warming errors to not affect main operation
428
- });
429
-
430
- return {
431
- content: [
432
- {
433
- type: 'text',
434
- text: responseFormatter.format({
435
- success: true,
436
- message: `Default budget set to: ${budget_id}`,
437
- default_budget_id: budget_id,
438
- cache_warm_started: true,
439
- }),
440
- },
441
- ],
442
- };
443
- },
444
- metadata: {
445
- annotations: {
446
- ...ToolAnnotationPresets.WRITE_EXTERNAL_UPDATE,
447
- title: 'YNAB: Set Default Budget',
448
- },
449
- },
450
- });
451
-
452
- register({
453
- name: 'get_default_budget',
454
- description: 'Get the currently set default budget',
455
- inputSchema: emptyObjectSchema,
456
- handler: async () => {
457
- try {
458
- const defaultBudget = this.getDefaultBudget();
459
- return {
460
- content: [
461
- {
462
- type: 'text',
463
- text: responseFormatter.format({
464
- default_budget_id: defaultBudget ?? null,
465
- has_default: !!defaultBudget,
466
- message: defaultBudget
467
- ? `Default budget is set to: ${defaultBudget}`
468
- : 'No default budget is currently set',
469
- }),
470
- },
471
- ],
472
- };
473
- } catch (error) {
474
- return this.errorHandler.createValidationError(
475
- 'Error getting default budget',
476
- error instanceof Error ? error.message : 'Unknown error',
477
- );
478
- }
479
- },
480
- metadata: {
481
- annotations: {
482
- // Intentionally categorized as UTILITY_LOCAL (not READ_ONLY_EXTERNAL) because
483
- // this tool only reads local server state without making any YNAB API calls.
484
- // Compare with set_default_budget which calls ynabAPI.budgets.getBudgetById().
485
- ...ToolAnnotationPresets.UTILITY_LOCAL,
486
- title: 'YNAB: Get Default Budget',
487
- },
488
- },
489
- });
490
-
491
- register({
492
- name: 'diagnostic_info',
493
- description: 'Get comprehensive diagnostic information about the MCP server',
494
- inputSchema: diagnosticInfoSchema,
495
- handler: async ({ input }) => {
496
- return this.diagnosticManager.collectDiagnostics(input);
497
- },
498
- metadata: {
499
- annotations: {
500
- ...ToolAnnotationPresets.UTILITY_LOCAL,
501
- title: 'YNAB: Diagnostic Information',
502
- },
503
- },
504
- });
505
-
506
- register({
507
- name: 'clear_cache',
508
- description: 'Clear the in-memory cache (safe, no YNAB data is modified)',
509
- inputSchema: emptyObjectSchema,
510
- handler: async () => {
511
- cacheManager.clear();
512
- return {
513
- content: [{ type: 'text', text: responseFormatter.format({ success: true }) }],
514
- };
515
- },
516
- metadata: {
517
- annotations: {
518
- ...ToolAnnotationPresets.UTILITY_LOCAL,
519
- title: 'YNAB: Clear Cache',
520
- },
521
- },
522
- });
523
-
524
- register({
525
- name: 'set_output_format',
526
- description: 'Configure default JSON output formatting (minify or pretty spaces)',
527
- inputSchema: setOutputFormatSchema,
528
- handler: async ({ input }) => {
529
- const options: { defaultMinify?: boolean; prettySpaces?: number } = {};
530
- if (typeof input.default_minify === 'boolean') {
531
- options.defaultMinify = input.default_minify;
532
- }
533
- if (typeof input.pretty_spaces === 'number') {
534
- options.prettySpaces = Math.max(0, Math.min(10, Math.floor(input.pretty_spaces)));
535
- }
536
- responseFormatter.configure(options);
537
-
538
- // Build human-readable message describing the new configuration
539
- const parts: string[] = [];
540
- if (options.defaultMinify !== undefined) {
541
- parts.push(`minify=${options.defaultMinify}`);
542
- }
543
- if (options.prettySpaces !== undefined) {
544
- parts.push(`spaces=${options.prettySpaces}`);
545
- }
546
- const message =
547
- parts.length > 0
548
- ? `Output format configured: ${parts.join(', ')}`
549
- : 'Output format configured';
550
-
551
- return {
552
- content: [
553
- {
554
- type: 'text',
555
- text: responseFormatter.format({ success: true, message, options }),
556
- },
557
- ],
558
- };
559
- },
560
- metadata: {
561
- annotations: {
562
- ...ToolAnnotationPresets.UTILITY_LOCAL,
563
- title: 'YNAB: Set Output Format',
564
- },
565
- },
566
- });
567
- }
568
-
569
- private extractMinifyOverride(args: Record<string, unknown> | undefined): boolean | undefined {
570
- if (!args) {
571
- return undefined;
572
- }
573
-
574
- for (const key of ['minify', '_minify', '__minify'] as const) {
575
- const value = args[key];
576
- if (typeof value === 'boolean') {
577
- return value;
578
- }
579
- }
580
-
581
- return undefined;
582
- }
583
-
584
- /**
585
- * Starts the MCP server with stdio transport
586
- */
587
- async run(): Promise<void> {
588
- try {
589
- // Validate token before starting server
590
- await this.validateToken();
591
-
592
- const transport = new StdioServerTransport();
593
- await this.server.connect(transport);
594
-
595
- console.error('YNAB MCP Server started successfully');
596
- } catch (error) {
597
- if (
598
- error instanceof AuthenticationError ||
599
- error instanceof ConfigurationError ||
600
- error instanceof ConfigValidationError ||
601
- error instanceof ValidationError ||
602
- (error as { name?: string })?.name === 'ValidationError'
603
- ) {
604
- console.error(`Server startup failed: ${error instanceof Error ? error.message : error}`);
605
- if (this.exitOnError) {
606
- process.exit(1);
607
- } else {
608
- throw error;
609
- }
610
- }
611
- throw error;
612
- }
613
- }
614
-
615
- /**
616
- * Gets the YNAB API instance (for testing purposes)
617
- */
618
- getYNABAPI(): ynab.API {
619
- return this.ynabAPI;
620
- }
621
-
622
- /**
623
- * Gets the MCP server instance (for testing purposes)
624
- */
625
- getServer(): Server {
626
- return this.server;
627
- }
628
-
629
- /**
630
- * Sets the default budget ID for operations
631
- */
632
- setDefaultBudget(budgetId: string): void {
633
- this.defaultBudgetId = budgetId;
634
- }
635
-
636
- /**
637
- * Gets the default budget ID
638
- */
639
- getDefaultBudget(): string | undefined {
640
- return this.defaultBudgetId;
641
- }
642
-
643
- /**
644
- * Clears the default budget ID (primarily for testing purposes)
645
- */
646
- clearDefaultBudget(): void {
647
- this.defaultBudgetId = undefined;
648
- }
649
-
650
- /**
651
- * Gets the tool registry instance (for testing purposes)
652
- */
653
- getToolRegistry(): ToolRegistry {
654
- return this.toolRegistry;
655
- }
656
-
657
- /**
658
- * Gets the budget ID to use - either provided or default
659
- *
660
- * @deprecated This method is deprecated and should not be used.
661
- * Use BudgetResolver.resolveBudgetId() directly instead, which returns
662
- * a CallToolResult for errors rather than throwing exceptions.
663
- *
664
- * @returns The resolved budget ID string or throws ValidationError
665
- */
666
- getBudgetId(providedBudgetId?: string): string {
667
- const result = BudgetResolver.resolveBudgetId(providedBudgetId, this.defaultBudgetId);
668
- if (typeof result === 'string') {
669
- return result;
670
- }
671
-
672
- // Convert CallToolResult to ValidationError for consistency with ErrorHandler
673
- const errorText =
674
- result.content?.[0]?.type === 'text' ? result.content[0].text : 'Budget resolution failed';
675
- const parsedError = (() => {
676
- try {
677
- return JSON.parse(errorText);
678
- } catch {
679
- return { error: { message: errorText } };
680
- }
681
- })();
682
-
683
- const message = parsedError.error?.message || 'Budget resolution failed';
684
- throw new ValidationError(message);
685
- }
686
-
687
- /**
688
- * Warm cache for frequently accessed data after setting default budget
689
- * Uses fire-and-forget pattern to avoid blocking the main operation
690
- * Runs cache warming operations in parallel for faster completion
691
- */
692
- private async warmCacheForBudget(budgetId: string): Promise<void> {
693
- try {
694
- // Run all cache warming operations in parallel
695
- await Promise.all([
696
- this.deltaFetcher.fetchAccounts(budgetId, { forceFullRefresh: true }),
697
- this.deltaFetcher.fetchCategories(budgetId, { forceFullRefresh: true }),
698
- this.deltaFetcher.fetchPayees(budgetId, { forceFullRefresh: true }),
699
- ]);
700
- } catch {
701
- // Cache warming failures should not affect the main operation
702
- // Errors are handled by the caller with a catch block
703
- }
704
- }
705
-
706
- /**
707
- * Public handler methods for testing and external access
708
- */
709
-
710
- /**
711
- * Handle list tools request - public method for testing
712
- */
713
- public async handleListTools() {
714
- return {
715
- tools: this.toolRegistry.listTools(),
716
- };
717
- }
718
-
719
- /**
720
- * Handle list resources request - public method for testing
721
- */
722
- public async handleListResources() {
723
- return this.resourceManager.listResources();
724
- }
725
-
726
- /**
727
- * Handle read resource request - public method for testing
728
- */
729
- public async handleReadResource(params: { uri: string }) {
730
- const { uri } = params;
731
- try {
732
- return await this.resourceManager.readResource(uri);
733
- } catch (error) {
734
- return this.errorHandler.handleError(error, `reading resource: ${uri}`);
735
- }
736
- }
737
-
738
- /**
739
- * Handle list prompts request - public method for testing
740
- */
741
- public async handleListPrompts() {
742
- return this.promptManager.listPrompts();
743
- }
744
-
745
- /**
746
- * Handle get prompt request - public method for testing
747
- */
748
- public async handleGetPrompt(params: { name: string; arguments?: Record<string, unknown> }) {
749
- const { name, arguments: args } = params;
750
- try {
751
- const prompt = await this.promptManager.getPrompt(name, args);
752
- const tools = Array.isArray((prompt as { tools?: unknown[] }).tools)
753
- ? ((prompt as { tools?: unknown[] }).tools as Tool[])
754
- : undefined;
755
- return tools ? { ...prompt, tools } : prompt;
756
- } catch (error) {
757
- return this.errorHandler.handleError(error, `getting prompt: ${name}`);
758
- }
759
- }
760
-
761
- /**
762
- * Try to read the package version for accurate server metadata
763
- */
764
- private readPackageVersion(): string | null {
765
- const candidates = [path.resolve(process.cwd(), 'package.json')];
766
- try {
767
- // May fail in bundled CJS builds; guard accordingly
768
- const metaUrl = (import.meta as unknown as { url?: string })?.url;
769
- if (metaUrl) {
770
- const maybe = path.resolve(path.dirname(new URL(metaUrl).pathname), '../../package.json');
771
- candidates.push(maybe);
772
- }
773
- } catch {
774
- // ignore
775
- }
776
- try {
777
- // CJS bundles can rely on __dirname being defined; add nearby package.json fallbacks
778
- const dir = typeof __dirname === 'string' ? __dirname : undefined;
779
- if (dir) {
780
- candidates.push(
781
- path.resolve(dir, '../../package.json'),
782
- path.resolve(dir, '../package.json'),
783
- path.resolve(dir, 'package.json'),
784
- );
785
- }
786
- } catch {
787
- // ignore additional fallbacks
788
- }
789
- for (const p of candidates) {
790
- try {
791
- if (fs.existsSync(p)) {
792
- const raw = fs.readFileSync(p, 'utf8');
793
- const pkg = JSON.parse(raw) as { version?: string };
794
- if (pkg.version && typeof pkg.version === 'string') return pkg.version;
795
- }
796
- } catch {
797
- // ignore and try next
798
- }
799
- }
800
- return null;
801
- }
62
+ private server: Server;
63
+ private ynabAPI: ynab.API;
64
+ private exitOnError: boolean;
65
+ private defaultBudgetId: string | undefined;
66
+ private configInstance: AppConfig;
67
+ private serverVersion: string;
68
+ private toolRegistry: ToolRegistry;
69
+ private resourceManager: ResourceManager;
70
+ private promptManager: PromptManager;
71
+ private serverKnowledgeStore: ServerKnowledgeStore;
72
+ private deltaCache: DeltaCache;
73
+ private deltaFetcher: DeltaFetcher;
74
+ private diagnosticManager: DiagnosticManager;
75
+ private errorHandler: ErrorHandler;
76
+ private completionsManager: CompletionsManager;
77
+
78
+ constructor(exitOnError = true) {
79
+ this.exitOnError = exitOnError;
80
+ this.configInstance = loadConfig();
81
+ // Config is now imported and validated at startup
82
+ this.defaultBudgetId = this.configInstance.YNAB_DEFAULT_BUDGET_ID;
83
+
84
+ // Initialize YNAB API
85
+ this.ynabAPI = new ynab.API(this.configInstance.YNAB_ACCESS_TOKEN);
86
+
87
+ // Determine server version (prefer package.json)
88
+ this.serverVersion = this.readPackageVersion() ?? "0.0.0";
89
+
90
+ // Initialize MCP Server
91
+ this.server = new Server(
92
+ {
93
+ name: "ynab-mcp-server",
94
+ version: this.serverVersion,
95
+ },
96
+ {
97
+ capabilities: {
98
+ tools: { listChanged: false },
99
+ resources: {
100
+ subscribe: false, // YNAB API has no webhooks; subscriptions not applicable
101
+ listChanged: false,
102
+ },
103
+ prompts: { listChanged: false },
104
+ completions: {},
105
+ },
106
+ },
107
+ );
108
+
109
+ // Create ErrorHandler instance with formatter injection
110
+ this.errorHandler = createErrorHandler(responseFormatter);
111
+
112
+ this.toolRegistry = new ToolRegistry({
113
+ withSecurityWrapper,
114
+ errorHandler: this.errorHandler,
115
+ responseFormatter,
116
+ cacheHelpers: {
117
+ generateKey: (...segments: unknown[]) => {
118
+ const normalized = segments.map((segment) => {
119
+ if (
120
+ typeof segment === "string" ||
121
+ typeof segment === "number" ||
122
+ typeof segment === "boolean" ||
123
+ segment === undefined
124
+ ) {
125
+ return segment;
126
+ }
127
+ return JSON.stringify(segment);
128
+ }) as (string | number | boolean | undefined)[];
129
+ return CacheManager.generateKey("tool", ...normalized);
130
+ },
131
+ invalidate: (key: string) => {
132
+ try {
133
+ cacheManager.delete(key);
134
+ } catch (error) {
135
+ console.error(`Failed to invalidate cache key "${key}":`, error);
136
+ }
137
+ },
138
+ clear: () => {
139
+ try {
140
+ cacheManager.clear();
141
+ } catch (error) {
142
+ console.error("Failed to clear cache:", error);
143
+ }
144
+ },
145
+ },
146
+ validateAccessToken: (token: string) => {
147
+ const expected = this.configInstance.YNAB_ACCESS_TOKEN.trim();
148
+ const provided = typeof token === "string" ? token.trim() : "";
149
+ if (!provided) {
150
+ throw this.errorHandler.createYNABError(
151
+ YNABErrorCode.UNAUTHORIZED,
152
+ "validating access token",
153
+ new Error("Missing access token"),
154
+ );
155
+ }
156
+ if (provided !== expected) {
157
+ throw this.errorHandler.createYNABError(
158
+ YNABErrorCode.UNAUTHORIZED,
159
+ "validating access token",
160
+ new Error("Access token mismatch"),
161
+ );
162
+ }
163
+ },
164
+ });
165
+
166
+ // Initialize service modules
167
+ this.resourceManager = new ResourceManager({
168
+ ynabAPI: this.ynabAPI,
169
+ responseFormatter,
170
+ cacheManager,
171
+ });
172
+
173
+ this.promptManager = new PromptManager();
174
+
175
+ this.serverKnowledgeStore = new ServerKnowledgeStore();
176
+ this.deltaCache = new DeltaCache(cacheManager, this.serverKnowledgeStore);
177
+ this.deltaFetcher = new DeltaFetcher(this.ynabAPI, this.deltaCache);
178
+
179
+ this.diagnosticManager = new DiagnosticManager({
180
+ securityMiddleware: SecurityMiddleware,
181
+ cacheManager,
182
+ responseFormatter,
183
+ serverVersion: this.serverVersion,
184
+ serverKnowledgeStore: this.serverKnowledgeStore,
185
+ deltaCache: this.deltaCache,
186
+ });
187
+
188
+ this.completionsManager = new CompletionsManager(
189
+ this.ynabAPI,
190
+ cacheManager,
191
+ () => this.defaultBudgetId,
192
+ );
193
+
194
+ this.setupToolRegistry();
195
+ this.setupHandlers();
196
+ }
197
+
198
+ /**
199
+ * Validates the YNAB access token by making a test API call
200
+ */
201
+ async validateToken(): Promise<boolean> {
202
+ try {
203
+ await this.ynabAPI.user.getUser();
204
+ return true;
205
+ } catch (error) {
206
+ if (this.isMalformedTokenResponse(error)) {
207
+ throw new AuthenticationError(
208
+ "Unexpected response from YNAB during token validation",
209
+ );
210
+ }
211
+
212
+ if (error instanceof Error) {
213
+ // Check for authentication-related errors
214
+ if (
215
+ error.message.includes("401") ||
216
+ error.message.includes("Unauthorized")
217
+ ) {
218
+ throw new AuthenticationError("Invalid or expired YNAB access token");
219
+ }
220
+ if (
221
+ error.message.includes("403") ||
222
+ error.message.includes("Forbidden")
223
+ ) {
224
+ throw new AuthenticationError(
225
+ "YNAB access token has insufficient permissions",
226
+ );
227
+ }
228
+
229
+ const reason = error.message || String(error);
230
+ throw new AuthenticationError(`Token validation failed: ${reason}`);
231
+ }
232
+
233
+ throw new AuthenticationError(
234
+ `Token validation failed: ${String(error)}`,
235
+ );
236
+ }
237
+ }
238
+
239
+ private isMalformedTokenResponse(error: unknown): boolean {
240
+ if (error instanceof SyntaxError) {
241
+ return true;
242
+ }
243
+
244
+ const message =
245
+ typeof error === "string"
246
+ ? error
247
+ : typeof (error as { message?: unknown })?.message === "string"
248
+ ? String((error as { message: unknown }).message)
249
+ : null;
250
+
251
+ if (!message) {
252
+ return false;
253
+ }
254
+
255
+ const normalized = message.toLowerCase();
256
+ return (
257
+ normalized.includes("unexpected token") ||
258
+ normalized.includes("unexpected end of json") ||
259
+ normalized.includes("<html")
260
+ );
261
+ }
262
+
263
+ /**
264
+ * Sets up MCP server request handlers
265
+ */
266
+ private setupHandlers(): void {
267
+ // Handle list resources requests
268
+ this.server.setRequestHandler(ListResourcesRequestSchema, async () => {
269
+ return this.resourceManager.listResources();
270
+ });
271
+
272
+ // Handle list resource templates requests
273
+ this.server.setRequestHandler(
274
+ ListResourceTemplatesRequestSchema,
275
+ async () => {
276
+ return this.resourceManager.listResourceTemplates();
277
+ },
278
+ );
279
+
280
+ // Handle read resource requests
281
+ this.server.setRequestHandler(
282
+ ReadResourceRequestSchema,
283
+ async (request) => {
284
+ const { uri } = request.params;
285
+ return await this.resourceManager.readResource(uri);
286
+ },
287
+ );
288
+
289
+ // Handle list prompts requests
290
+ this.server.setRequestHandler(ListPromptsRequestSchema, async () => {
291
+ return this.promptManager.listPrompts();
292
+ });
293
+
294
+ // Handle get prompt requests
295
+ this.server.setRequestHandler(GetPromptRequestSchema, async (request) => {
296
+ const { name, arguments: args } = request.params;
297
+ const result = await this.promptManager.getPrompt(name, args);
298
+ // The SDK expects the result to match the protocol's PromptResponse shape
299
+ return result as unknown as { description?: string; messages: unknown[] };
300
+ });
301
+
302
+ // Handle list tools requests
303
+ this.server.setRequestHandler(ListToolsRequestSchema, async () => {
304
+ return {
305
+ tools: this.toolRegistry.listTools(),
306
+ };
307
+ });
308
+
309
+ // Handle tool call requests
310
+ this.server.setRequestHandler(
311
+ CallToolRequestSchema,
312
+ async (request, extra) => {
313
+ if (!this.toolRegistry.hasTool(request.params.name)) {
314
+ throw new McpError(
315
+ ErrorCode.InvalidParams,
316
+ `Unknown tool: ${request.params.name}`,
317
+ );
318
+ }
319
+ const rawArgs = (request.params.arguments ?? undefined) as
320
+ | Record<string, unknown>
321
+ | undefined;
322
+ const minifyOverride = this.extractMinifyOverride(rawArgs);
323
+
324
+ const sanitizedArgs = rawArgs
325
+ ? (() => {
326
+ const clone: Record<string, unknown> = { ...rawArgs };
327
+ clone["minify"] = undefined;
328
+ clone["_minify"] = undefined;
329
+ clone["__minify"] = undefined;
330
+ return clone;
331
+ })()
332
+ : undefined;
333
+
334
+ const executionOptions: {
335
+ name: string;
336
+ accessToken: string;
337
+ arguments: Record<string, unknown>;
338
+ minifyOverride?: boolean;
339
+ sendProgress?: ProgressCallback;
340
+ } = {
341
+ name: request.params.name,
342
+ accessToken: this.configInstance.YNAB_ACCESS_TOKEN,
343
+ arguments: sanitizedArgs ?? {},
344
+ };
345
+
346
+ if (minifyOverride !== undefined) {
347
+ executionOptions.minifyOverride = minifyOverride;
348
+ }
349
+
350
+ // Create progress callback if client provided a progressToken
351
+ const progressToken = (
352
+ request.params as { _meta?: { progressToken?: string | number } }
353
+ )._meta?.progressToken;
354
+ if (progressToken !== undefined && extra.sendNotification) {
355
+ executionOptions.sendProgress = async (params) => {
356
+ try {
357
+ await extra.sendNotification({
358
+ method: "notifications/progress",
359
+ params: {
360
+ progressToken,
361
+ progress: params.progress,
362
+ ...(params.total !== undefined && { total: params.total }),
363
+ ...(params.message !== undefined && {
364
+ message: params.message,
365
+ }),
366
+ },
367
+ });
368
+ } catch {
369
+ // Progress notifications are non-critical; allow tool execution to continue.
370
+ }
371
+ };
372
+ }
373
+
374
+ return await this.toolRegistry.executeTool(executionOptions);
375
+ },
376
+ );
377
+
378
+ // Handle completion requests for autocomplete
379
+ this.server.setRequestHandler(CompleteRequestSchema, async (request) => {
380
+ const { argument, context } = request.params;
381
+
382
+ // Get completions from the manager, handling optional context
383
+ const completionContext = context?.arguments
384
+ ? { arguments: context.arguments }
385
+ : undefined;
386
+ const result = await this.completionsManager.getCompletions(
387
+ argument.name,
388
+ argument.value,
389
+ completionContext,
390
+ );
391
+
392
+ // Return in MCP-compliant format
393
+ return {
394
+ completion: result.completion,
395
+ };
396
+ });
397
+ }
398
+
399
+ /**
400
+ * Registers all tools with the registry to centralize handler execution
401
+ */
402
+ private setupToolRegistry(): void {
403
+ const register = <TInput extends Record<string, unknown>>(
404
+ definition: ToolDefinition<TInput>,
405
+ ): void => {
406
+ this.toolRegistry.register(definition);
407
+ };
408
+
409
+ const toolContext: ToolContext = {
410
+ ynabAPI: this.ynabAPI,
411
+ deltaFetcher: this.deltaFetcher,
412
+ deltaCache: this.deltaCache,
413
+ serverKnowledgeStore: this.serverKnowledgeStore,
414
+ getDefaultBudgetId: () => this.defaultBudgetId,
415
+ setDefaultBudget: (budgetId: string) => this.setDefaultBudget(budgetId),
416
+ cacheManager,
417
+ errorHandler: this.errorHandler,
418
+ diagnosticManager: this.diagnosticManager,
419
+ };
420
+
421
+ const setDefaultBudgetSchema = z
422
+ .object({ budget_id: z.string().min(1) })
423
+ .strict();
424
+ const diagnosticInfoSchema = z
425
+ .object({
426
+ include_memory: z.boolean().default(true),
427
+ include_environment: z.boolean().default(true),
428
+ include_server: z.boolean().default(true),
429
+ include_security: z.boolean().default(true),
430
+ include_cache: z.boolean().default(true),
431
+ include_delta: z.boolean().default(true),
432
+ })
433
+ .strict();
434
+ const setOutputFormatSchema = z
435
+ .object({
436
+ default_minify: z.boolean().optional(),
437
+ pretty_spaces: z.number().int().min(0).max(10).optional(),
438
+ })
439
+ .strict();
440
+ registerBudgetTools(this.toolRegistry, toolContext);
441
+ registerPayeeTools(this.toolRegistry, toolContext);
442
+ registerCategoryTools(this.toolRegistry, toolContext);
443
+ registerAccountTools(this.toolRegistry, toolContext);
444
+ registerMonthTools(this.toolRegistry, toolContext);
445
+ registerTransactionTools(this.toolRegistry, toolContext);
446
+ registerReconciliationTools(this.toolRegistry, toolContext);
447
+ registerUtilityTools(this.toolRegistry, toolContext);
448
+
449
+ // Server-owned inline tools stay here because they depend on instance state (default budget,
450
+ // diagnostics manager, cache manager, response formatter) rather than the factory context.
451
+ register({
452
+ name: "set_default_budget",
453
+ description: "Set the default budget for subsequent operations",
454
+ inputSchema: setDefaultBudgetSchema,
455
+ handler: async ({ input }) => {
456
+ const { budget_id } = input;
457
+ await this.ynabAPI.budgets.getBudgetById(budget_id);
458
+ this.setDefaultBudget(budget_id);
459
+
460
+ // Cache warming for frequently accessed data (fire-and-forget)
461
+ this.warmCacheForBudget(budget_id).catch(() => {
462
+ // Silently handle cache warming errors to not affect main operation
463
+ });
464
+
465
+ return {
466
+ content: [
467
+ {
468
+ type: "text",
469
+ text: responseFormatter.format({
470
+ success: true,
471
+ message: `Default budget set to: ${budget_id}`,
472
+ default_budget_id: budget_id,
473
+ cache_warm_started: true,
474
+ }),
475
+ },
476
+ ],
477
+ };
478
+ },
479
+ metadata: {
480
+ annotations: {
481
+ ...ToolAnnotationPresets.WRITE_EXTERNAL_UPDATE,
482
+ title: "YNAB: Set Default Budget",
483
+ },
484
+ },
485
+ });
486
+
487
+ register({
488
+ name: "get_default_budget",
489
+ description: "Get the currently set default budget",
490
+ inputSchema: emptyObjectSchema,
491
+ handler: async () => {
492
+ try {
493
+ const defaultBudget = this.getDefaultBudget();
494
+ return {
495
+ content: [
496
+ {
497
+ type: "text",
498
+ text: responseFormatter.format({
499
+ default_budget_id: defaultBudget ?? null,
500
+ has_default: !!defaultBudget,
501
+ message: defaultBudget
502
+ ? `Default budget is set to: ${defaultBudget}`
503
+ : "No default budget is currently set",
504
+ }),
505
+ },
506
+ ],
507
+ };
508
+ } catch (error) {
509
+ return this.errorHandler.createValidationError(
510
+ "Error getting default budget",
511
+ error instanceof Error ? error.message : "Unknown error",
512
+ );
513
+ }
514
+ },
515
+ metadata: {
516
+ annotations: {
517
+ // Intentionally categorized as UTILITY_LOCAL (not READ_ONLY_EXTERNAL) because
518
+ // this tool only reads local server state without making any YNAB API calls.
519
+ // Compare with set_default_budget which calls ynabAPI.budgets.getBudgetById().
520
+ ...ToolAnnotationPresets.UTILITY_LOCAL,
521
+ title: "YNAB: Get Default Budget",
522
+ },
523
+ },
524
+ });
525
+
526
+ register({
527
+ name: "diagnostic_info",
528
+ description:
529
+ "Get comprehensive diagnostic information about the MCP server",
530
+ inputSchema: diagnosticInfoSchema,
531
+ handler: async ({ input }) => {
532
+ return this.diagnosticManager.collectDiagnostics(input);
533
+ },
534
+ metadata: {
535
+ annotations: {
536
+ ...ToolAnnotationPresets.UTILITY_LOCAL,
537
+ title: "YNAB: Diagnostic Information",
538
+ },
539
+ },
540
+ });
541
+
542
+ register({
543
+ name: "clear_cache",
544
+ description: "Clear the in-memory cache (safe, no YNAB data is modified)",
545
+ inputSchema: emptyObjectSchema,
546
+ handler: async () => {
547
+ cacheManager.clear();
548
+ return {
549
+ content: [
550
+ { type: "text", text: responseFormatter.format({ success: true }) },
551
+ ],
552
+ };
553
+ },
554
+ metadata: {
555
+ annotations: {
556
+ ...ToolAnnotationPresets.UTILITY_LOCAL,
557
+ title: "YNAB: Clear Cache",
558
+ },
559
+ },
560
+ });
561
+
562
+ register({
563
+ name: "set_output_format",
564
+ description:
565
+ "Configure default JSON output formatting (minify or pretty spaces)",
566
+ inputSchema: setOutputFormatSchema,
567
+ handler: async ({ input }) => {
568
+ const options: { defaultMinify?: boolean; prettySpaces?: number } = {};
569
+ if (typeof input.default_minify === "boolean") {
570
+ options.defaultMinify = input.default_minify;
571
+ }
572
+ if (typeof input.pretty_spaces === "number") {
573
+ options.prettySpaces = Math.max(
574
+ 0,
575
+ Math.min(10, Math.floor(input.pretty_spaces)),
576
+ );
577
+ }
578
+ responseFormatter.configure(options);
579
+
580
+ // Build human-readable message describing the new configuration
581
+ const parts: string[] = [];
582
+ if (options.defaultMinify !== undefined) {
583
+ parts.push(`minify=${options.defaultMinify}`);
584
+ }
585
+ if (options.prettySpaces !== undefined) {
586
+ parts.push(`spaces=${options.prettySpaces}`);
587
+ }
588
+ const message =
589
+ parts.length > 0
590
+ ? `Output format configured: ${parts.join(", ")}`
591
+ : "Output format configured";
592
+
593
+ return {
594
+ content: [
595
+ {
596
+ type: "text",
597
+ text: responseFormatter.format({
598
+ success: true,
599
+ message,
600
+ options,
601
+ }),
602
+ },
603
+ ],
604
+ };
605
+ },
606
+ metadata: {
607
+ annotations: {
608
+ ...ToolAnnotationPresets.UTILITY_LOCAL,
609
+ title: "YNAB: Set Output Format",
610
+ },
611
+ },
612
+ });
613
+ }
614
+
615
+ private extractMinifyOverride(
616
+ args: Record<string, unknown> | undefined,
617
+ ): boolean | undefined {
618
+ if (!args) {
619
+ return undefined;
620
+ }
621
+
622
+ for (const key of ["minify", "_minify", "__minify"] as const) {
623
+ const value = args[key];
624
+ if (typeof value === "boolean") {
625
+ return value;
626
+ }
627
+ }
628
+
629
+ return undefined;
630
+ }
631
+
632
+ /**
633
+ * Starts the MCP server with stdio transport
634
+ */
635
+ async run(): Promise<void> {
636
+ try {
637
+ // Validate token before starting server
638
+ await this.validateToken();
639
+
640
+ const transport = new StdioServerTransport();
641
+ await this.server.connect(transport);
642
+
643
+ console.error("YNAB MCP Server started successfully");
644
+ } catch (error) {
645
+ if (
646
+ error instanceof AuthenticationError ||
647
+ error instanceof ConfigurationError ||
648
+ error instanceof ConfigValidationError ||
649
+ error instanceof ValidationError ||
650
+ (error as { name?: string })?.name === "ValidationError"
651
+ ) {
652
+ console.error(
653
+ `Server startup failed: ${error instanceof Error ? error.message : error}`,
654
+ );
655
+ if (this.exitOnError) {
656
+ process.exit(1);
657
+ } else {
658
+ throw error;
659
+ }
660
+ }
661
+ throw error;
662
+ }
663
+ }
664
+
665
+ /**
666
+ * Gets the YNAB API instance (for testing purposes)
667
+ */
668
+ getYNABAPI(): ynab.API {
669
+ return this.ynabAPI;
670
+ }
671
+
672
+ /**
673
+ * Gets the MCP server instance (for testing purposes)
674
+ */
675
+ getServer(): Server {
676
+ return this.server;
677
+ }
678
+
679
+ /**
680
+ * Sets the default budget ID for operations
681
+ */
682
+ setDefaultBudget(budgetId: string): void {
683
+ this.defaultBudgetId = budgetId;
684
+ }
685
+
686
+ /**
687
+ * Gets the default budget ID
688
+ */
689
+ getDefaultBudget(): string | undefined {
690
+ return this.defaultBudgetId;
691
+ }
692
+
693
+ /**
694
+ * Clears the default budget ID (primarily for testing purposes)
695
+ */
696
+ clearDefaultBudget(): void {
697
+ this.defaultBudgetId = undefined;
698
+ }
699
+
700
+ /**
701
+ * Gets the tool registry instance (for testing purposes)
702
+ */
703
+ getToolRegistry(): ToolRegistry {
704
+ return this.toolRegistry;
705
+ }
706
+
707
+ /**
708
+ * Warm cache for frequently accessed data after setting default budget
709
+ * Uses fire-and-forget pattern to avoid blocking the main operation
710
+ * Runs cache warming operations in parallel for faster completion
711
+ */
712
+ private async warmCacheForBudget(budgetId: string): Promise<void> {
713
+ try {
714
+ // Run all cache warming operations in parallel
715
+ await Promise.all([
716
+ this.deltaFetcher.fetchAccounts(budgetId, { forceFullRefresh: true }),
717
+ this.deltaFetcher.fetchCategories(budgetId, { forceFullRefresh: true }),
718
+ this.deltaFetcher.fetchPayees(budgetId, { forceFullRefresh: true }),
719
+ ]);
720
+ } catch {
721
+ // Cache warming failures should not affect the main operation
722
+ // Errors are handled by the caller with a catch block
723
+ }
724
+ }
725
+
726
+ /**
727
+ * Public handler methods for testing and external access
728
+ */
729
+
730
+ /**
731
+ * Handle list tools request - public method for testing
732
+ */
733
+ public async handleListTools() {
734
+ return {
735
+ tools: this.toolRegistry.listTools(),
736
+ };
737
+ }
738
+
739
+ /**
740
+ * Handle list resources request - public method for testing
741
+ */
742
+ public async handleListResources() {
743
+ return this.resourceManager.listResources();
744
+ }
745
+
746
+ /**
747
+ * Handle read resource request - public method for testing
748
+ */
749
+ public async handleReadResource(params: { uri: string }) {
750
+ const { uri } = params;
751
+ try {
752
+ return await this.resourceManager.readResource(uri);
753
+ } catch (error) {
754
+ return this.errorHandler.handleError(error, `reading resource: ${uri}`);
755
+ }
756
+ }
757
+
758
+ /**
759
+ * Handle list prompts request - public method for testing
760
+ */
761
+ public async handleListPrompts() {
762
+ return this.promptManager.listPrompts();
763
+ }
764
+
765
+ /**
766
+ * Handle get prompt request - public method for testing
767
+ */
768
+ public async handleGetPrompt(params: {
769
+ name: string;
770
+ arguments?: Record<string, unknown>;
771
+ }) {
772
+ const { name, arguments: args } = params;
773
+ try {
774
+ const prompt = await this.promptManager.getPrompt(name, args);
775
+ const tools = Array.isArray((prompt as { tools?: unknown[] }).tools)
776
+ ? ((prompt as { tools?: unknown[] }).tools as Tool[])
777
+ : undefined;
778
+ return tools ? { ...prompt, tools } : prompt;
779
+ } catch (error) {
780
+ return this.errorHandler.handleError(error, `getting prompt: ${name}`);
781
+ }
782
+ }
783
+
784
+ /**
785
+ * Try to read the package version for accurate server metadata
786
+ */
787
+ private readPackageVersion(): string | null {
788
+ const candidates = [path.resolve(process.cwd(), "package.json")];
789
+ try {
790
+ // May fail in bundled CJS builds; guard accordingly
791
+ const metaUrl = (import.meta as unknown as { url?: string })?.url;
792
+ if (metaUrl) {
793
+ const maybe = path.resolve(
794
+ path.dirname(new URL(metaUrl).pathname),
795
+ "../../package.json",
796
+ );
797
+ candidates.push(maybe);
798
+ }
799
+ } catch {
800
+ // ignore
801
+ }
802
+ try {
803
+ // CJS bundles can rely on __dirname being defined; add nearby package.json fallbacks
804
+ const dir = typeof __dirname === "string" ? __dirname : undefined;
805
+ if (dir) {
806
+ candidates.push(
807
+ path.resolve(dir, "../../package.json"),
808
+ path.resolve(dir, "../package.json"),
809
+ path.resolve(dir, "package.json"),
810
+ );
811
+ }
812
+ } catch {
813
+ // ignore additional fallbacks
814
+ }
815
+ for (const p of candidates) {
816
+ try {
817
+ if (fs.existsSync(p)) {
818
+ const raw = fs.readFileSync(p, "utf8");
819
+ const pkg = JSON.parse(raw) as { version?: string };
820
+ if (pkg.version && typeof pkg.version === "string")
821
+ return pkg.version;
822
+ }
823
+ } catch {
824
+ // ignore and try next
825
+ }
826
+ }
827
+ return null;
828
+ }
802
829
  }