@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
@@ -9,137 +9,142 @@
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  * Prompt argument definition
10
10
  */
11
11
  export interface PromptArgument {
12
- name: string;
13
- description: string;
14
- required: boolean;
12
+ name: string;
13
+ description: string;
14
+ required: boolean;
15
15
  }
16
16
 
17
17
  /**
18
18
  * Prompt definition structure
19
19
  */
20
20
  export interface PromptDefinition {
21
- name: string;
22
- description: string;
23
- arguments: PromptArgument[];
21
+ name: string;
22
+ description: string;
23
+ arguments: PromptArgument[];
24
24
  }
25
25
 
26
26
  /**
27
27
  * Prompt response structure
28
28
  */
29
29
  export interface PromptResponse {
30
- description: string;
31
- messages: {
32
- role: 'user' | 'assistant';
33
- content: {
34
- type: 'text';
35
- text: string;
36
- };
37
- }[];
30
+ description: string;
31
+ messages: {
32
+ role: "user" | "assistant";
33
+ content: {
34
+ type: "text";
35
+ text: string;
36
+ };
37
+ }[];
38
38
  }
39
39
 
40
40
  /**
41
41
  * Prompt handler function signature
42
42
  */
43
43
  export type PromptHandler = (
44
- name: string,
45
- args: Record<string, unknown> | undefined,
44
+ name: string,
45
+ args: Record<string, unknown> | undefined,
46
46
  ) => Promise<PromptResponse>;
47
47
 
48
48
  /**
49
49
  * Default prompt definitions
50
50
  */
51
51
  const defaultPromptDefinitions: PromptDefinition[] = [
52
- {
53
- name: 'create-transaction',
54
- description: 'Create a new transaction in YNAB',
55
- arguments: [
56
- {
57
- name: 'budget_name',
58
- description: 'Name of the budget (optional, uses first budget if not specified)',
59
- required: false,
60
- },
61
- {
62
- name: 'account_name',
63
- description: 'Name of the account',
64
- required: true,
65
- },
66
- {
67
- name: 'amount',
68
- description: 'Transaction amount (negative for expenses, positive for income)',
69
- required: true,
70
- },
71
- {
72
- name: 'payee',
73
- description: 'Who you paid or received money from',
74
- required: true,
75
- },
76
- {
77
- name: 'category',
78
- description: 'Budget category (optional)',
79
- required: false,
80
- },
81
- {
82
- name: 'memo',
83
- description: 'Additional notes (optional)',
84
- required: false,
85
- },
86
- ],
87
- },
88
- {
89
- name: 'budget-summary',
90
- description: 'Get a summary of your budget status',
91
- arguments: [
92
- {
93
- name: 'budget_name',
94
- description: 'Name of the budget (optional, uses first budget if not specified)',
95
- required: false,
96
- },
97
- {
98
- name: 'month',
99
- description:
100
- 'Month to analyze (YYYY-MM format, optional, uses current month if not specified)',
101
- required: false,
102
- },
103
- ],
104
- },
105
- {
106
- name: 'account-balances',
107
- description: 'Check balances across all accounts',
108
- arguments: [
109
- {
110
- name: 'budget_name',
111
- description: 'Name of the budget (optional, uses first budget if not specified)',
112
- required: false,
113
- },
114
- {
115
- name: 'account_type',
116
- description: 'Filter by account type (checking, savings, creditCard, etc.)',
117
- required: false,
118
- },
119
- ],
120
- },
52
+ {
53
+ name: "create-transaction",
54
+ description: "Create a new transaction in YNAB",
55
+ arguments: [
56
+ {
57
+ name: "budget_name",
58
+ description:
59
+ "Name of the budget (optional, uses first budget if not specified)",
60
+ required: false,
61
+ },
62
+ {
63
+ name: "account_name",
64
+ description: "Name of the account",
65
+ required: true,
66
+ },
67
+ {
68
+ name: "amount",
69
+ description:
70
+ "Transaction amount (negative for expenses, positive for income)",
71
+ required: true,
72
+ },
73
+ {
74
+ name: "payee",
75
+ description: "Who you paid or received money from",
76
+ required: true,
77
+ },
78
+ {
79
+ name: "category",
80
+ description: "Budget category (optional)",
81
+ required: false,
82
+ },
83
+ {
84
+ name: "memo",
85
+ description: "Additional notes (optional)",
86
+ required: false,
87
+ },
88
+ ],
89
+ },
90
+ {
91
+ name: "budget-summary",
92
+ description: "Get a summary of your budget status",
93
+ arguments: [
94
+ {
95
+ name: "budget_name",
96
+ description:
97
+ "Name of the budget (optional, uses first budget if not specified)",
98
+ required: false,
99
+ },
100
+ {
101
+ name: "month",
102
+ description:
103
+ "Month to analyze (YYYY-MM format, optional, uses current month if not specified)",
104
+ required: false,
105
+ },
106
+ ],
107
+ },
108
+ {
109
+ name: "account-balances",
110
+ description: "Check balances across all accounts",
111
+ arguments: [
112
+ {
113
+ name: "budget_name",
114
+ description:
115
+ "Name of the budget (optional, uses first budget if not specified)",
116
+ required: false,
117
+ },
118
+ {
119
+ name: "account_type",
120
+ description:
121
+ "Filter by account type (checking, savings, creditCard, etc.)",
122
+ required: false,
123
+ },
124
+ ],
125
+ },
121
126
  ];
122
127
 
123
128
  /**
124
129
  * Default prompt handlers
125
130
  */
126
131
  const defaultPromptHandlers: Record<string, PromptHandler> = {
127
- 'create-transaction': async (_name, args) => {
128
- const budgetName = args?.['budget_name'] || 'first available budget';
129
- const accountName = args?.['account_name'] || '[ACCOUNT_NAME]';
130
- const amount = args?.['amount'] || '[AMOUNT]';
131
- const payee = args?.['payee'] || '[PAYEE]';
132
- const category = args?.['category'] || '[CATEGORY]';
133
- const memo = args?.['memo'] || '';
132
+ "create-transaction": async (_name, args) => {
133
+ const budgetName = args?.["budget_name"] || "first available budget";
134
+ const accountName = args?.["account_name"] || "[ACCOUNT_NAME]";
135
+ const amount = args?.["amount"] || "[AMOUNT]";
136
+ const payee = args?.["payee"] || "[PAYEE]";
137
+ const category = args?.["category"] || "[CATEGORY]";
138
+ const memo = args?.["memo"] || "";
134
139
 
135
- return {
136
- description: `Create a transaction for ${payee} in ${accountName}`,
137
- messages: [
138
- {
139
- role: 'user',
140
- content: {
141
- type: 'text',
142
- text: `Please create a transaction with the following details:
140
+ return {
141
+ description: `Create a transaction for ${payee} in ${accountName}`,
142
+ messages: [
143
+ {
144
+ role: "user",
145
+ content: {
146
+ type: "text",
147
+ text: `Please create a transaction with the following details:
143
148
  - Budget: ${budgetName}
144
149
  - Account: ${accountName}
145
150
  - Amount: $${amount}
@@ -153,24 +158,24 @@ Use the appropriate YNAB MCP tools to:
153
158
  3. If a category is specified, list categories to find the category ID
154
159
  4. Create the transaction with the correct amount in milliunits (multiply by 1000)
155
160
  5. Confirm the transaction was created successfully`,
156
- },
157
- },
158
- ],
159
- };
160
- },
161
+ },
162
+ },
163
+ ],
164
+ };
165
+ },
161
166
 
162
- 'budget-summary': async (_name, args) => {
163
- const summaryBudget = args?.['budget_name'] || 'first available budget';
164
- const month = args?.['month'] || 'current month';
167
+ "budget-summary": async (_name, args) => {
168
+ const summaryBudget = args?.["budget_name"] || "first available budget";
169
+ const month = args?.["month"] || "current month";
165
170
 
166
- return {
167
- description: `Get budget summary for ${summaryBudget}`,
168
- messages: [
169
- {
170
- role: 'user',
171
- content: {
172
- type: 'text',
173
- text: `Please provide a comprehensive budget summary for ${summaryBudget} (${month}):
171
+ return {
172
+ description: `Get budget summary for ${summaryBudget}`,
173
+ messages: [
174
+ {
175
+ role: "user",
176
+ content: {
177
+ type: "text",
178
+ text: `Please provide a comprehensive budget summary for ${summaryBudget} (${month}):
174
179
 
175
180
  IMPORTANT: In YNAB, understand these key fields:
176
181
  - budgeted: Amount assigned to the category this month
@@ -201,24 +206,24 @@ Distinguish between current-month patterns vs historical trends when presenting
201
206
  - Any true overspending where categories went into the red (negative Available balance)
202
207
 
203
208
  Format the response in a clear, easy-to-read summary.`,
204
- },
205
- },
206
- ],
207
- };
208
- },
209
+ },
210
+ },
211
+ ],
212
+ };
213
+ },
209
214
 
210
- 'account-balances': async (_name, args) => {
211
- const balanceBudget = args?.['budget_name'] || 'first available budget';
212
- const accountType = args?.['account_type'] || 'all accounts';
215
+ "account-balances": async (_name, args) => {
216
+ const balanceBudget = args?.["budget_name"] || "first available budget";
217
+ const accountType = args?.["account_type"] || "all accounts";
213
218
 
214
- return {
215
- description: `Check account balances for ${accountType}`,
216
- messages: [
217
- {
218
- role: 'user',
219
- content: {
220
- type: 'text',
221
- text: `Please show account balances for ${balanceBudget}:
219
+ return {
220
+ description: `Check account balances for ${accountType}`,
221
+ messages: [
222
+ {
223
+ role: "user",
224
+ content: {
225
+ type: "text",
226
+ text: `Please show account balances for ${balanceBudget}:
222
227
 
223
228
  1. List all budgets and select the appropriate one
224
229
  2. List accounts for that budget
@@ -231,61 +236,61 @@ Format the response in a clear, easy-to-read summary.`,
231
236
  - Net worth summary (assets - liabilities)
232
237
 
233
238
  Convert milliunits to dollars for easy reading.`,
234
- },
235
- },
236
- ],
237
- };
238
- },
239
+ },
240
+ },
241
+ ],
242
+ };
243
+ },
239
244
  };
240
245
 
241
246
  /**
242
247
  * PromptManager class that handles prompt registration and request handling
243
248
  */
244
249
  export class PromptManager {
245
- private promptDefinitions: PromptDefinition[];
246
- private promptHandlers: Record<string, PromptHandler>;
250
+ private promptDefinitions: PromptDefinition[];
251
+ private promptHandlers: Record<string, PromptHandler>;
247
252
 
248
- constructor() {
249
- this.promptDefinitions = [...defaultPromptDefinitions];
250
- this.promptHandlers = { ...defaultPromptHandlers };
251
- }
253
+ constructor() {
254
+ this.promptDefinitions = [...defaultPromptDefinitions];
255
+ this.promptHandlers = { ...defaultPromptHandlers };
256
+ }
252
257
 
253
- /**
254
- * Register a new prompt with its handler at runtime
255
- */
256
- registerPrompt(definition: PromptDefinition, handler: PromptHandler): void {
257
- this.promptDefinitions.push(definition);
258
- this.promptHandlers[definition.name] = handler;
259
- }
258
+ /**
259
+ * Register a new prompt with its handler at runtime
260
+ */
261
+ registerPrompt(definition: PromptDefinition, handler: PromptHandler): void {
262
+ this.promptDefinitions.push(definition);
263
+ this.promptHandlers[definition.name] = handler;
264
+ }
260
265
 
261
- /**
262
- * Returns list of available prompts for MCP prompt listing
263
- */
264
- listPrompts(): { prompts: PromptDefinition[] } {
265
- return {
266
- prompts: this.promptDefinitions,
267
- };
268
- }
266
+ /**
267
+ * Returns list of available prompts for MCP prompt listing
268
+ */
269
+ listPrompts(): { prompts: PromptDefinition[] } {
270
+ return {
271
+ prompts: this.promptDefinitions,
272
+ };
273
+ }
269
274
 
270
- /**
271
- * Handles prompt get requests
272
- */
273
- async getPrompt(
274
- name: string,
275
- args: Record<string, unknown> | undefined,
276
- ): Promise<PromptResponse> {
277
- const handler = this.promptHandlers[name];
278
- if (!handler) {
279
- throw new Error(`Unknown prompt: ${name}`);
280
- }
275
+ /**
276
+ * Handles prompt get requests
277
+ */
278
+ async getPrompt(
279
+ name: string,
280
+ args: Record<string, unknown> | undefined,
281
+ ): Promise<PromptResponse> {
282
+ const handler = this.promptHandlers[name];
283
+ if (!handler) {
284
+ throw new Error(`Unknown prompt: ${name}`);
285
+ }
281
286
 
282
- const definition = this.promptDefinitions.find((p) => p.name === name);
283
- if (!definition) {
284
- throw new Error(`Prompt definition not found: ${name}`);
285
- }
287
+ const definition = this.promptDefinitions.find((p) => p.name === name);
288
+ if (!definition) {
289
+ throw new Error(`Prompt definition not found: ${name}`);
290
+ }
286
291
 
287
- // Let handlers deal with missing arguments - they provide placeholders when args are missing
292
+ // Let handlers deal with missing arguments - they provide placeholders when args are missing
288
293
 
289
- return await handler(name, args);
290
- }
294
+ return await handler(name, args);
295
+ }
291
296
  }