@dizzlkheinz/ynab-mcpb 0.18.4 → 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 (343) hide show
  1. package/CLAUDE.md +87 -8
  2. package/bin/ynab-mcp-server.cjs +2 -2
  3. package/bin/ynab-mcp-server.js +3 -3
  4. package/biome.json +39 -0
  5. package/dist/bundle/index.cjs +67 -67
  6. package/dist/index.d.ts +1 -1
  7. package/dist/index.js +27 -27
  8. package/dist/server/YNABMCPServer.d.ts +3 -4
  9. package/dist/server/YNABMCPServer.js +111 -116
  10. package/dist/server/budgetResolver.d.ts +6 -5
  11. package/dist/server/budgetResolver.js +46 -36
  12. package/dist/server/cacheKeys.js +6 -6
  13. package/dist/server/cacheManager.js +14 -11
  14. package/dist/server/completions.d.ts +2 -2
  15. package/dist/server/completions.js +20 -15
  16. package/dist/server/config.d.ts +10 -5
  17. package/dist/server/config.js +24 -7
  18. package/dist/server/deltaCache.d.ts +2 -2
  19. package/dist/server/deltaCache.js +22 -16
  20. package/dist/server/deltaCache.merge.d.ts +2 -2
  21. package/dist/server/diagnostics.d.ts +4 -4
  22. package/dist/server/diagnostics.js +38 -32
  23. package/dist/server/errorHandler.d.ts +5 -12
  24. package/dist/server/errorHandler.js +219 -217
  25. package/dist/server/prompts.d.ts +2 -2
  26. package/dist/server/prompts.js +45 -45
  27. package/dist/server/rateLimiter.js +4 -4
  28. package/dist/server/requestLogger.d.ts +1 -1
  29. package/dist/server/requestLogger.js +40 -35
  30. package/dist/server/resources.d.ts +3 -3
  31. package/dist/server/resources.js +55 -52
  32. package/dist/server/responseFormatter.js +6 -6
  33. package/dist/server/securityMiddleware.d.ts +2 -2
  34. package/dist/server/securityMiddleware.js +22 -20
  35. package/dist/server/serverKnowledgeStore.js +1 -1
  36. package/dist/server/toolRegistry.d.ts +3 -3
  37. package/dist/server/toolRegistry.js +47 -40
  38. package/dist/tools/__tests__/deltaTestUtils.d.ts +3 -3
  39. package/dist/tools/__tests__/deltaTestUtils.js +2 -2
  40. package/dist/tools/accountTools.d.ts +9 -8
  41. package/dist/tools/accountTools.js +47 -47
  42. package/dist/tools/adapters.d.ts +13 -8
  43. package/dist/tools/adapters.js +21 -11
  44. package/dist/tools/budgetTools.d.ts +8 -7
  45. package/dist/tools/budgetTools.js +22 -22
  46. package/dist/tools/categoryTools.d.ts +9 -8
  47. package/dist/tools/categoryTools.js +68 -59
  48. package/dist/tools/compareTransactions/formatter.d.ts +3 -3
  49. package/dist/tools/compareTransactions/formatter.js +9 -9
  50. package/dist/tools/compareTransactions/index.d.ts +6 -6
  51. package/dist/tools/compareTransactions/index.js +58 -43
  52. package/dist/tools/compareTransactions/matcher.d.ts +1 -1
  53. package/dist/tools/compareTransactions/matcher.js +28 -15
  54. package/dist/tools/compareTransactions/parser.d.ts +2 -2
  55. package/dist/tools/compareTransactions/parser.js +144 -138
  56. package/dist/tools/compareTransactions/types.d.ts +4 -4
  57. package/dist/tools/compareTransactions.d.ts +1 -1
  58. package/dist/tools/compareTransactions.js +1 -1
  59. package/dist/tools/deltaFetcher.d.ts +2 -2
  60. package/dist/tools/deltaFetcher.js +16 -15
  61. package/dist/tools/deltaSupport.d.ts +4 -4
  62. package/dist/tools/deltaSupport.js +35 -41
  63. package/dist/tools/exportTransactions.d.ts +5 -4
  64. package/dist/tools/exportTransactions.js +61 -59
  65. package/dist/tools/monthTools.d.ts +7 -6
  66. package/dist/tools/monthTools.js +31 -29
  67. package/dist/tools/payeeTools.d.ts +7 -6
  68. package/dist/tools/payeeTools.js +28 -28
  69. package/dist/tools/reconcileAdapter.d.ts +2 -2
  70. package/dist/tools/reconcileAdapter.js +19 -12
  71. package/dist/tools/reconciliation/analyzer.d.ts +4 -4
  72. package/dist/tools/reconciliation/analyzer.js +73 -59
  73. package/dist/tools/reconciliation/csvParser.d.ts +3 -3
  74. package/dist/tools/reconciliation/csvParser.js +128 -104
  75. package/dist/tools/reconciliation/executor.d.ts +4 -4
  76. package/dist/tools/reconciliation/executor.js +148 -109
  77. package/dist/tools/reconciliation/index.d.ts +10 -10
  78. package/dist/tools/reconciliation/index.js +96 -83
  79. package/dist/tools/reconciliation/matcher.d.ts +3 -3
  80. package/dist/tools/reconciliation/matcher.js +17 -16
  81. package/dist/tools/reconciliation/payeeNormalizer.js +19 -8
  82. package/dist/tools/reconciliation/recommendationEngine.d.ts +1 -1
  83. package/dist/tools/reconciliation/recommendationEngine.js +40 -40
  84. package/dist/tools/reconciliation/reportFormatter.d.ts +2 -2
  85. package/dist/tools/reconciliation/reportFormatter.js +59 -58
  86. package/dist/tools/reconciliation/signDetector.d.ts +1 -1
  87. package/dist/tools/reconciliation/types.d.ts +16 -16
  88. package/dist/tools/reconciliation/ynabAdapter.d.ts +2 -2
  89. package/dist/tools/schemas/common.d.ts +1 -1
  90. package/dist/tools/schemas/common.js +1 -1
  91. package/dist/tools/schemas/outputs/accountOutputs.d.ts +1 -1
  92. package/dist/tools/schemas/outputs/accountOutputs.js +24 -18
  93. package/dist/tools/schemas/outputs/budgetOutputs.d.ts +1 -1
  94. package/dist/tools/schemas/outputs/budgetOutputs.js +14 -11
  95. package/dist/tools/schemas/outputs/categoryOutputs.d.ts +1 -1
  96. package/dist/tools/schemas/outputs/categoryOutputs.js +49 -29
  97. package/dist/tools/schemas/outputs/comparisonOutputs.d.ts +1 -1
  98. package/dist/tools/schemas/outputs/comparisonOutputs.js +12 -12
  99. package/dist/tools/schemas/outputs/index.d.ts +14 -14
  100. package/dist/tools/schemas/outputs/index.js +14 -14
  101. package/dist/tools/schemas/outputs/monthOutputs.d.ts +1 -1
  102. package/dist/tools/schemas/outputs/monthOutputs.js +56 -41
  103. package/dist/tools/schemas/outputs/payeeOutputs.d.ts +1 -1
  104. package/dist/tools/schemas/outputs/payeeOutputs.js +10 -10
  105. package/dist/tools/schemas/outputs/reconciliationOutputs.d.ts +2 -2
  106. package/dist/tools/schemas/outputs/reconciliationOutputs.js +45 -45
  107. package/dist/tools/schemas/outputs/transactionMutationOutputs.d.ts +1 -1
  108. package/dist/tools/schemas/outputs/transactionMutationOutputs.js +28 -22
  109. package/dist/tools/schemas/outputs/transactionOutputs.d.ts +1 -1
  110. package/dist/tools/schemas/outputs/transactionOutputs.js +43 -35
  111. package/dist/tools/schemas/outputs/utilityOutputs.d.ts +1 -1
  112. package/dist/tools/schemas/outputs/utilityOutputs.js +5 -3
  113. package/dist/tools/schemas/shared/commonOutputs.d.ts +1 -1
  114. package/dist/tools/schemas/shared/commonOutputs.js +15 -9
  115. package/dist/tools/transactionReadTools.d.ts +11 -0
  116. package/dist/tools/transactionReadTools.js +202 -0
  117. package/dist/tools/transactionSchemas.d.ts +7 -7
  118. package/dist/tools/transactionSchemas.js +77 -57
  119. package/dist/tools/transactionTools.d.ts +6 -24
  120. package/dist/tools/transactionTools.js +7 -1499
  121. package/dist/tools/transactionUtils.d.ts +6 -6
  122. package/dist/tools/transactionUtils.js +78 -63
  123. package/dist/tools/transactionWriteTools.d.ts +20 -0
  124. package/dist/tools/transactionWriteTools.js +1342 -0
  125. package/dist/tools/utilityTools.d.ts +5 -4
  126. package/dist/tools/utilityTools.js +11 -11
  127. package/dist/types/index.d.ts +7 -7
  128. package/dist/types/index.js +6 -6
  129. package/dist/types/reconciliation.d.ts +1 -1
  130. package/dist/types/toolRegistration.d.ts +14 -12
  131. package/dist/utils/amountUtils.js +1 -1
  132. package/dist/utils/dateUtils.js +4 -4
  133. package/dist/utils/errors.d.ts +3 -3
  134. package/dist/utils/errors.js +4 -4
  135. package/dist/utils/money.d.ts +2 -2
  136. package/dist/utils/money.js +8 -8
  137. package/dist/utils/validationError.d.ts +1 -1
  138. package/dist/utils/validationError.js +1 -1
  139. package/docs/assets/examples/reconciliation-with-recommendations.json +66 -66
  140. package/docs/assets/schemas/reconciliation-v2.json +360 -336
  141. package/esbuild.config.mjs +53 -50
  142. package/meta.json +12548 -12548
  143. package/package.json +98 -111
  144. package/scripts/analyze-bundle.mjs +33 -30
  145. package/scripts/create-pr-description.js +169 -120
  146. package/scripts/run-all-tests.js +178 -169
  147. package/scripts/run-domain-integration-tests.js +28 -18
  148. package/scripts/run-generate-mcpb.js +19 -17
  149. package/scripts/run-throttled-integration-tests.js +92 -83
  150. package/scripts/test-delta-params.mjs +149 -120
  151. package/scripts/test-recommendations.ts +36 -32
  152. package/scripts/tmpTransaction.ts +80 -43
  153. package/scripts/validate-env.js +98 -91
  154. package/scripts/verify-build.js +78 -76
  155. package/src/__tests__/comprehensive.integration.test.ts +1281 -1154
  156. package/src/__tests__/performance.test.ts +723 -671
  157. package/src/__tests__/setup.ts +442 -395
  158. package/src/__tests__/smoke.e2e.test.ts +41 -39
  159. package/src/__tests__/testRunner.ts +314 -295
  160. package/src/__tests__/testUtils.ts +456 -364
  161. package/src/__tests__/tools/reconciliation/csvParser.integration.test.ts +109 -107
  162. package/src/__tests__/tools/reconciliation/real-world.integration.test.ts +41 -41
  163. package/src/index.ts +68 -59
  164. package/src/server/CLAUDE.md +480 -0
  165. package/src/server/YNABMCPServer.ts +821 -794
  166. package/src/server/__tests__/YNABMCPServer.integration.test.ts +929 -893
  167. package/src/server/__tests__/YNABMCPServer.test.ts +903 -899
  168. package/src/server/__tests__/budgetResolver.test.ts +466 -423
  169. package/src/server/__tests__/cacheManager.test.ts +891 -874
  170. package/src/server/__tests__/completions.integration.test.ts +115 -106
  171. package/src/server/__tests__/completions.test.ts +334 -313
  172. package/src/server/__tests__/config.test.ts +98 -86
  173. package/src/server/__tests__/deltaCache.merge.test.ts +774 -703
  174. package/src/server/__tests__/deltaCache.swr.test.ts +198 -153
  175. package/src/server/__tests__/deltaCache.test.ts +946 -759
  176. package/src/server/__tests__/diagnostics.test.ts +825 -792
  177. package/src/server/__tests__/errorHandler.integration.test.ts +512 -462
  178. package/src/server/__tests__/errorHandler.test.ts +402 -397
  179. package/src/server/__tests__/prompts.test.ts +424 -347
  180. package/src/server/__tests__/rateLimiter.test.ts +313 -309
  181. package/src/server/__tests__/requestLogger.test.ts +443 -403
  182. package/src/server/__tests__/resources.template.test.ts +196 -185
  183. package/src/server/__tests__/resources.test.ts +294 -288
  184. package/src/server/__tests__/security.integration.test.ts +487 -421
  185. package/src/server/__tests__/securityMiddleware.test.ts +519 -444
  186. package/src/server/__tests__/server-startup.integration.test.ts +509 -490
  187. package/src/server/__tests__/serverKnowledgeStore.test.ts +174 -173
  188. package/src/server/__tests__/toolRegistration.test.ts +239 -210
  189. package/src/server/__tests__/toolRegistry.test.ts +907 -845
  190. package/src/server/budgetResolver.ts +221 -181
  191. package/src/server/cacheKeys.ts +6 -6
  192. package/src/server/cacheManager.ts +498 -484
  193. package/src/server/completions.ts +267 -243
  194. package/src/server/config.ts +35 -14
  195. package/src/server/deltaCache.merge.ts +146 -128
  196. package/src/server/deltaCache.ts +352 -309
  197. package/src/server/diagnostics.ts +257 -242
  198. package/src/server/errorHandler.ts +747 -744
  199. package/src/server/prompts.ts +181 -176
  200. package/src/server/rateLimiter.ts +131 -129
  201. package/src/server/requestLogger.ts +350 -322
  202. package/src/server/resources.ts +442 -374
  203. package/src/server/responseFormatter.ts +41 -37
  204. package/src/server/securityMiddleware.ts +223 -205
  205. package/src/server/serverKnowledgeStore.ts +67 -67
  206. package/src/server/toolRegistry.ts +508 -474
  207. package/src/tools/CLAUDE.md +604 -0
  208. package/src/tools/__tests__/accountTools.delta.integration.test.ts +128 -111
  209. package/src/tools/__tests__/accountTools.integration.test.ts +129 -111
  210. package/src/tools/__tests__/accountTools.test.ts +685 -638
  211. package/src/tools/__tests__/adapters.test.ts +142 -108
  212. package/src/tools/__tests__/budgetTools.delta.integration.test.ts +73 -73
  213. package/src/tools/__tests__/budgetTools.integration.test.ts +132 -124
  214. package/src/tools/__tests__/budgetTools.test.ts +442 -413
  215. package/src/tools/__tests__/categoryTools.delta.integration.test.ts +76 -68
  216. package/src/tools/__tests__/categoryTools.integration.test.ts +314 -288
  217. package/src/tools/__tests__/categoryTools.test.ts +656 -625
  218. package/src/tools/__tests__/compareTransactions/formatter.test.ts +535 -462
  219. package/src/tools/__tests__/compareTransactions/index.test.ts +378 -358
  220. package/src/tools/__tests__/compareTransactions/matcher.test.ts +497 -398
  221. package/src/tools/__tests__/compareTransactions/parser.test.ts +765 -747
  222. package/src/tools/__tests__/compareTransactions.test.ts +352 -332
  223. package/src/tools/__tests__/compareTransactions.window.test.ts +150 -146
  224. package/src/tools/__tests__/deltaFetcher.scheduled.integration.test.ts +69 -65
  225. package/src/tools/__tests__/deltaFetcher.test.ts +325 -265
  226. package/src/tools/__tests__/deltaSupport.test.ts +211 -184
  227. package/src/tools/__tests__/deltaTestUtils.ts +37 -33
  228. package/src/tools/__tests__/exportTransactions.test.ts +205 -200
  229. package/src/tools/__tests__/monthTools.delta.integration.test.ts +68 -68
  230. package/src/tools/__tests__/monthTools.integration.test.ts +178 -166
  231. package/src/tools/__tests__/monthTools.test.ts +561 -512
  232. package/src/tools/__tests__/payeeTools.delta.integration.test.ts +68 -68
  233. package/src/tools/__tests__/payeeTools.integration.test.ts +158 -142
  234. package/src/tools/__tests__/payeeTools.test.ts +486 -434
  235. package/src/tools/__tests__/transactionSchemas.test.ts +1202 -1186
  236. package/src/tools/__tests__/transactionTools.integration.test.ts +875 -825
  237. package/src/tools/__tests__/transactionTools.test.ts +4923 -4366
  238. package/src/tools/__tests__/transactionUtils.test.ts +1004 -977
  239. package/src/tools/__tests__/utilityTools.integration.test.ts +32 -32
  240. package/src/tools/__tests__/utilityTools.test.ts +68 -58
  241. package/src/tools/accountTools.ts +293 -271
  242. package/src/tools/adapters.ts +120 -63
  243. package/src/tools/budgetTools.ts +121 -116
  244. package/src/tools/categoryTools.ts +379 -339
  245. package/src/tools/compareTransactions/formatter.ts +131 -119
  246. package/src/tools/compareTransactions/index.ts +249 -214
  247. package/src/tools/compareTransactions/matcher.ts +259 -209
  248. package/src/tools/compareTransactions/parser.ts +517 -487
  249. package/src/tools/compareTransactions/types.ts +38 -38
  250. package/src/tools/compareTransactions.ts +1 -1
  251. package/src/tools/deltaFetcher.ts +281 -260
  252. package/src/tools/deltaSupport.ts +264 -259
  253. package/src/tools/exportTransactions.ts +230 -218
  254. package/src/tools/monthTools.ts +180 -165
  255. package/src/tools/payeeTools.ts +152 -140
  256. package/src/tools/reconcileAdapter.ts +297 -252
  257. package/src/tools/reconciliation/CLAUDE.md +506 -0
  258. package/src/tools/reconciliation/__tests__/adapter.causes.test.ts +133 -124
  259. package/src/tools/reconciliation/__tests__/adapter.test.ts +249 -230
  260. package/src/tools/reconciliation/__tests__/analyzer.test.ts +408 -400
  261. package/src/tools/reconciliation/__tests__/csvParser.test.ts +71 -69
  262. package/src/tools/reconciliation/__tests__/executor.integration.test.ts +348 -323
  263. package/src/tools/reconciliation/__tests__/executor.progress.test.ts +503 -457
  264. package/src/tools/reconciliation/__tests__/executor.test.ts +898 -831
  265. package/src/tools/reconciliation/__tests__/matcher.test.ts +667 -663
  266. package/src/tools/reconciliation/__tests__/payeeNormalizer.test.ts +296 -276
  267. package/src/tools/reconciliation/__tests__/recommendationEngine.integration.test.ts +692 -624
  268. package/src/tools/reconciliation/__tests__/recommendationEngine.test.ts +1008 -989
  269. package/src/tools/reconciliation/__tests__/reconciliation.delta.integration.test.ts +187 -146
  270. package/src/tools/reconciliation/__tests__/reportFormatter.test.ts +583 -533
  271. package/src/tools/reconciliation/__tests__/scenarios/adapterCurrency.scenario.test.ts +75 -74
  272. package/src/tools/reconciliation/__tests__/scenarios/extremes.scenario.test.ts +70 -62
  273. package/src/tools/reconciliation/__tests__/scenarios/repeatAmount.scenario.test.ts +102 -88
  274. package/src/tools/reconciliation/__tests__/schemaUrl.test.ts +56 -55
  275. package/src/tools/reconciliation/__tests__/signDetector.test.ts +209 -206
  276. package/src/tools/reconciliation/__tests__/ynabAdapter.test.ts +66 -60
  277. package/src/tools/reconciliation/analyzer.ts +564 -504
  278. package/src/tools/reconciliation/csvParser.ts +656 -609
  279. package/src/tools/reconciliation/executor.ts +1290 -1128
  280. package/src/tools/reconciliation/index.ts +580 -528
  281. package/src/tools/reconciliation/matcher.ts +256 -240
  282. package/src/tools/reconciliation/payeeNormalizer.ts +92 -78
  283. package/src/tools/reconciliation/recommendationEngine.ts +357 -345
  284. package/src/tools/reconciliation/reportFormatter.ts +343 -307
  285. package/src/tools/reconciliation/signDetector.ts +89 -83
  286. package/src/tools/reconciliation/types.ts +164 -159
  287. package/src/tools/reconciliation/ynabAdapter.ts +17 -15
  288. package/src/tools/schemas/CLAUDE.md +546 -0
  289. package/src/tools/schemas/common.ts +1 -1
  290. package/src/tools/schemas/outputs/__tests__/accountOutputs.test.ts +410 -409
  291. package/src/tools/schemas/outputs/__tests__/budgetOutputs.test.ts +305 -299
  292. package/src/tools/schemas/outputs/__tests__/categoryOutputs.test.ts +431 -430
  293. package/src/tools/schemas/outputs/__tests__/comparisonOutputs.test.ts +510 -495
  294. package/src/tools/schemas/outputs/__tests__/dateValidation.test.ts +179 -153
  295. package/src/tools/schemas/outputs/__tests__/discrepancyDirection.test.ts +293 -254
  296. package/src/tools/schemas/outputs/__tests__/monthOutputs.test.ts +457 -457
  297. package/src/tools/schemas/outputs/__tests__/payeeOutputs.test.ts +362 -356
  298. package/src/tools/schemas/outputs/__tests__/reconciliationOutputs.test.ts +402 -399
  299. package/src/tools/schemas/outputs/__tests__/transactionMutationSchemas.test.ts +225 -211
  300. package/src/tools/schemas/outputs/__tests__/transactionOutputs.test.ts +457 -454
  301. package/src/tools/schemas/outputs/__tests__/utilityOutputs.test.ts +316 -315
  302. package/src/tools/schemas/outputs/accountOutputs.ts +40 -34
  303. package/src/tools/schemas/outputs/budgetOutputs.ts +24 -19
  304. package/src/tools/schemas/outputs/categoryOutputs.ts +76 -56
  305. package/src/tools/schemas/outputs/comparisonOutputs.ts +192 -169
  306. package/src/tools/schemas/outputs/index.ts +163 -163
  307. package/src/tools/schemas/outputs/monthOutputs.ts +95 -80
  308. package/src/tools/schemas/outputs/payeeOutputs.ts +18 -18
  309. package/src/tools/schemas/outputs/reconciliationOutputs.ts +386 -373
  310. package/src/tools/schemas/outputs/transactionMutationOutputs.ts +259 -231
  311. package/src/tools/schemas/outputs/transactionOutputs.ts +81 -71
  312. package/src/tools/schemas/outputs/utilityOutputs.ts +90 -84
  313. package/src/tools/schemas/shared/commonOutputs.ts +27 -19
  314. package/src/tools/toolCategories.ts +114 -114
  315. package/src/tools/transactionReadTools.ts +327 -0
  316. package/src/tools/transactionSchemas.ts +322 -291
  317. package/src/tools/transactionTools.ts +84 -2246
  318. package/src/tools/transactionUtils.ts +507 -422
  319. package/src/tools/transactionWriteTools.ts +2110 -0
  320. package/src/tools/utilityTools.ts +46 -41
  321. package/src/types/CLAUDE.md +477 -0
  322. package/src/types/__tests__/index.test.ts +51 -51
  323. package/src/types/index.ts +43 -39
  324. package/src/types/integration-tests.d.ts +26 -26
  325. package/src/types/reconciliation.ts +29 -29
  326. package/src/types/toolAnnotations.ts +30 -30
  327. package/src/types/toolRegistration.ts +43 -32
  328. package/src/utils/CLAUDE.md +508 -0
  329. package/src/utils/__tests__/dateUtils.test.ts +174 -168
  330. package/src/utils/__tests__/money.test.ts +193 -187
  331. package/src/utils/amountUtils.ts +5 -5
  332. package/src/utils/baseError.ts +5 -5
  333. package/src/utils/dateUtils.ts +29 -26
  334. package/src/utils/errors.ts +14 -14
  335. package/src/utils/money.ts +66 -52
  336. package/src/utils/validationError.ts +1 -1
  337. package/tsconfig.json +29 -29
  338. package/tsconfig.prod.json +16 -16
  339. package/vitest-reporters/split-json-reporter.ts +247 -204
  340. package/vitest.config.ts +99 -95
  341. package/.prettierignore +0 -10
  342. package/.prettierrc.json +0 -10
  343. package/eslint.config.js +0 -49
@@ -9,137 +9,142 @@
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  * Prompt argument definition
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  */
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  export interface PromptArgument {
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- name: string;
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- description: string;
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- required: boolean;
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+ name: string;
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+ 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
  }