@infamousendeavors/lunchmoney-mcp 0.3.0

package/dist/schemas/index.js

@@ -0,0 +1,178 @@
+import { z } from "zod";
+// Lunch Money calendar-date fields are always YYYY-MM-DD. Constrain them once
+// and reuse, so malformed input fails fast here instead of as a confusing
+// upstream API error. (balance_as_of is intentionally NOT this -- LM accepts a
+// full ISO 8601 datetime there.)
+const dateString = z
+    .string()
+    .regex(/^\d{4}-\d{2}-\d{2}$/, "expected YYYY-MM-DD");
+// Transaction filter schema
+export const transactionFilterSchema = z.object({
+    start_date: dateString.optional(),
+    end_date: dateString.optional(),
+    category_id: z.number().optional(),
+    tag_id: z.number().optional(),
+    account_id: z.number().optional(),
+    debit_as_negative: z.boolean().optional(),
+    pending: z.boolean().optional(),
+    status: z.enum(["cleared", "uncleared", "recurring", "recurring_suggested"]).optional(),
+    offset: z.number().int().min(0).optional(),
+    limit: z.number().int().min(1).max(1000).optional(),
+});
+// Category schemas
+export const createCategorySchema = z.object({
+    name: z.string().min(1),
+    description: z.string().optional(),
+    is_income: z.boolean().optional(),
+    exclude_budget: z.boolean().optional(),
+    exclude_from_totals: z.boolean().optional(),
+    category_group_id: z.number().optional(),
+    parent_category_id: z.number().optional(),
+});
+export const updateCategorySchema = z.object({
+    name: z.string().min(1).optional(),
+    description: z.string().optional(),
+    is_income: z.boolean().optional(),
+    exclude_budget: z.boolean().optional(),
+    exclude_from_totals: z.boolean().optional(),
+    archived: z.boolean().optional(),
+    category_group_id: z.number().optional(),
+    parent_category_id: z.number().optional(),
+});
+// Tag schemas
+export const createTagSchema = z.object({
+    name: z.string().min(1),
+});
+export const updateTagSchema = z.object({
+    name: z.string().min(1),
+});
+// Transaction schemas
+export const createTransactionSchema = z.object({
+    date: dateString,
+    amount: z.string(),
+    payee: z.string().optional(),
+    currency: z.string().optional(),
+    notes: z.string().optional(),
+    category_id: z.number().optional(),
+    account_id: z.number(),
+    tags: z.array(z.number()).optional(),
+    status: z.enum(["cleared", "uncleared"]).optional(),
+    external_id: z.string().optional(),
+    original_name: z.string().optional(),
+    type: z.enum(["expense", "income", "transfer"]).optional(),
+});
+export const updateTransactionSchema = z.object({
+    date: dateString.optional(),
+    amount: z.string().optional(),
+    payee: z.string().optional(),
+    currency: z.string().optional(),
+    notes: z.string().optional(),
+    category_id: z.number().nullable().optional(),
+    account_id: z.number().optional(),
+    tags: z.array(z.number()).optional(),
+    status: z.enum(["cleared", "uncleared"]).optional(),
+    external_id: z.string().optional(),
+    original_name: z.string().optional(),
+    type: z.enum(["expense", "income", "transfer"]).optional(),
+});
+export const bulkUpdateTransactionsSchema = z.object({
+    transaction_ids: z.array(z.number()).min(1),
+    category_id: z.number().nullable().optional(),
+    tags: z.array(z.number()).optional(),
+    notes: z.string().optional(),
+    status: z.enum(["cleared", "uncleared"]).optional(),
+});
+// Recurring item schemas
+export const createRecurringItemSchema = z.object({
+    payee: z.string().optional(),
+    amount: z.string(),
+    currency: z.string().optional(),
+    category_id: z.number().optional(),
+    notes: z.string().optional(),
+    account_id: z.number().optional(),
+    tag_id: z.number().optional(),
+    frequency: z.string().optional(),
+    flow: z.enum(["inflow", "outflow"]).optional(),
+    start_date: dateString.optional(),
+    end_date: dateString.optional(),
+});
+export const updateRecurringItemSchema = z.object({
+    payee: z.string().optional(),
+    amount: z.string().optional(),
+    currency: z.string().optional(),
+    category_id: z.number().nullable().optional(),
+    notes: z.string().optional(),
+    account_id: z.number().optional(),
+    tag_id: z.number().nullable().optional(),
+    frequency: z.string().optional(),
+    flow: z.enum(["inflow", "outflow"]).optional(),
+    start_date: dateString.optional(),
+    end_date: dateString.optional(),
+});
+// Budget schemas
+export const createBudgetSchema = z.object({
+    category_id: z.number().optional(),
+    amount: z.string(),
+    currency: z.string().optional(),
+    start_date: dateString,
+    end_date: dateString,
+});
+export const updateBudgetSchema = z.object({
+    category_id: z.number().nullable().optional(),
+    amount: z.string().optional(),
+    currency: z.string().optional(),
+    start_date: dateString.optional(),
+    end_date: dateString.optional(),
+});
+// Asset schemas
+export const createAssetSchema = z.object({
+    type_name: z.string().min(1),
+    type_name_override: z.string().optional(),
+    name: z.string().min(1),
+    balance: z.string(),
+    balance_as_of: z.string().optional(),
+    currency: z.string().optional(),
+    institution_name: z.string().optional(),
+});
+export const updateAssetSchema = z.object({
+    type_name: z.string().optional(),
+    type_name_override: z.string().optional(),
+    name: z.string().optional(),
+    balance: z.string().optional(),
+    balance_as_of: z.string().optional(),
+    currency: z.string().optional(),
+    institution_name: z.string().optional(),
+});
+// Transaction group schemas
+export const createTransactionGroupSchema = z.object({
+    date: dateString,
+    payee: z.string(),
+    transactions: z.array(z.number()).min(2),
+    category_id: z.number().optional(),
+    notes: z.string().optional(),
+    tags: z.array(z.number()).optional(),
+});
+export const unsplitTransactionsSchema = z.object({
+    parent_ids: z.array(z.number()).min(1),
+    remove_parents: z.boolean().optional(),
+});
+// Category group schemas
+export const createCategoryGroupSchema = z.object({
+    name: z.string().min(1),
+    description: z.string().optional(),
+    is_income: z.boolean().optional(),
+    exclude_from_budget: z.boolean().optional(),
+    exclude_from_totals: z.boolean().optional(),
+    category_ids: z.array(z.number()).optional(),
+    new_categories: z.array(z.string()).optional(),
+});
+export const addToGroupSchema = z.object({
+    group_id: z.number().int().positive(),
+    category_ids: z.array(z.number()).optional(),
+    new_categories: z.array(z.string()).optional(),
+});
+// ID parameter schemas
+export const idSchema = z.object({
+    id: z.number().int().positive(),
+});
+//# sourceMappingURL=index.js.map

package/dist/schemas/index.js.map

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package/dist/server.d.ts

@@ -0,0 +1,32 @@
+import "dotenv/config";
+import { FastMCP, GoogleProvider, GitHubProvider, OAuthProvider } from "fastmcp";
+import { CredentialStore } from "./credential-store.js";
+/** Union type for supported auth provider instances */
+export type AuthProviderInstance = InstanceType<typeof GoogleProvider> | InstanceType<typeof GitHubProvider> | InstanceType<typeof OAuthProvider>;
+export interface CreateServerOptions {
+    /** OAuth auth provider for HTTP transport mode */
+    auth?: AuthProviderInstance;
+    /** Enable health endpoint (default: true when using HTTP transport) */
+    health?: boolean;
+}
+export declare const TOKEN_NOT_CONFIGURED_MSG = "Lunch Money API token not configured. Use the configureLunchMoneyToken tool to set your token, or run: npx lunchmoney-mcp setup";
+/**
+ * Execute logic for the configureLunchMoneyToken tool.
+ * Exported for testing.
+ */
+export declare function executeConfigureToken(args: {
+    token: string;
+}, credentialStore: CredentialStore): Promise<string>;
+/**
+ * Execute logic for the stub getUser tool (when no token is configured).
+ * Exported for testing.
+ */
+export declare function executeStubGetUser(): Promise<string>;
+export declare function createServer(options?: CreateServerOptions): Promise<FastMCP>;
+export interface StartServerOptions {
+    transportType: "stdio" | "httpStream";
+    port?: number;
+    authProvider?: string;
+}
+export declare function startServer(server: FastMCP, transportType: "stdio" | "httpStream", port?: number, authProvider?: string): Promise<void>;
+//# sourceMappingURL=server.d.ts.map

package/dist/server.d.ts.map

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package/dist/server.js

@@ -0,0 +1,116 @@
+import "dotenv/config";
+import { FastMCP } from "fastmcp";
+import { z } from "zod";
+import { LunchMoneyClient } from "./api/client.js";
+import { CredentialStore } from "./credential-store.js";
+import { registerUserTools } from "./tools/user.js";
+import { registerCategoryTools } from "./tools/categories.js";
+import { registerTagTools } from "./tools/tags.js";
+import { registerTransactionTools } from "./tools/transactions.js";
+import { registerRecurringTools } from "./tools/recurring.js";
+import { registerBudgetTools } from "./tools/budgets.js";
+import { registerAssetTools } from "./tools/assets.js";
+import { registerPlaidTools } from "./tools/plaid.js";
+import { formatErrorForMCP } from "./utils/errors.js";
+export const TOKEN_NOT_CONFIGURED_MSG = "Lunch Money API token not configured. Use the configureLunchMoneyToken tool to set your token, or run: npx lunchmoney-mcp setup";
+/**
+ * Execute logic for the configureLunchMoneyToken tool.
+ * Exported for testing.
+ */
+export async function executeConfigureToken(args, credentialStore) {
+    try {
+        // Validate the token by calling GET /me
+        const testClient = new LunchMoneyClient(args.token);
+        const user = await testClient.get("/me");
+        // Token is valid — store it
+        await credentialStore.setApiToken(args.token);
+        return `Token validated and stored successfully! Welcome, ${user.name} (${user.email}). Restart the MCP server to use the new token.`;
+    }
+    catch (error) {
+        if (error instanceof Error && error.message === "Lunch Money API token is required") {
+            return "Error: Token cannot be empty.";
+        }
+        return `Failed to validate token: ${formatErrorForMCP(error)}. Please check your token and try again. Get a token at https://my.lunchmoney.app/developers`;
+    }
+}
+/**
+ * Execute logic for the stub getUser tool (when no token is configured).
+ * Exported for testing.
+ */
+export async function executeStubGetUser() {
+    return TOKEN_NOT_CONFIGURED_MSG;
+}
+export async function createServer(options) {
+    const credentialStore = new CredentialStore();
+    const token = await credentialStore.getApiToken();
+    const serverConfig = {
+        name: "Lunch Money MCP",
+        version: "0.1.0",
+        instructions: "This MCP server provides full integration with the Lunch Money API. " +
+            "You can manage user accounts, categories, tags, transactions, recurring items, budgets, and assets. " +
+            "All operations support full CRUD capabilities with proper validation.",
+    };
+    // Add auth provider if specified (for HTTP transport with OAuth)
+    if (options?.auth) {
+        serverConfig.auth = options.auth;
+    }
+    // Enable health endpoint (useful for HTTP transport)
+    if (options?.health !== false) {
+        serverConfig.health = { enabled: true };
+    }
+    const server = new FastMCP(serverConfig);
+    // Register the configureLunchMoneyToken tool — works without a token
+    server.addTool({
+        name: "configureLunchMoneyToken",
+        description: "Configure your Lunch Money API token. Validates the token by checking your account, then stores it securely in the system keychain.",
+        parameters: z.object({
+            token: z.string().min(1, "API token is required"),
+        }),
+        execute: async (args) => executeConfigureToken(args, credentialStore),
+    });
+    // Only register API tools if we have a token
+    if (token) {
+        const client = new LunchMoneyClient(token);
+        registerUserTools(server, client);
+        registerCategoryTools(server, client);
+        registerTagTools(server, client);
+        registerTransactionTools(server, client);
+        registerRecurringTools(server, client);
+        registerBudgetTools(server, client);
+        registerAssetTools(server, client);
+        registerPlaidTools(server, client);
+    }
+    else {
+        // Register a stub getUser tool that tells the user to configure their token
+        server.addTool({
+            name: "getUser",
+            description: "Get the current user's account details (requires API token to be configured)",
+            parameters: z.object({}),
+            execute: executeStubGetUser,
+        });
+    }
+    return server;
+}
+export async function startServer(server, transportType, port, authProvider) {
+    if (transportType === "httpStream") {
+        const effectivePort = port || 8080;
+        server.start({
+            transportType: "httpStream",
+            httpStream: {
+                port: effectivePort,
+            },
+        });
+        console.log(`Lunch Money MCP server started on port ${effectivePort} (HTTP)`);
+        if (authProvider) {
+            console.log(`OAuth provider: ${authProvider}`);
+        }
+        console.log(`Health check: http://localhost:${effectivePort}/health`);
+    }
+    else {
+        server.start({
+            transportType: "stdio",
+        });
+        // Don't log to stdout in stdio mode — it would interfere with the protocol
+    }
+}
+//# sourceMappingURL=server.js.map

package/dist/server.js.map

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package/dist/session-store.d.ts

@@ -0,0 +1,28 @@
+import { type TokenStorage } from "fastmcp/auth";
+import type { CredentialStore } from "./credential-store.js";
+/**
+ * Get the platform-native data directory for session storage.
+ * - macOS: ~/Library/Application Support/lunchmoney-mcp
+ * - Linux: ~/.local/share/lunchmoney-mcp
+ * - Windows: %LOCALAPPDATA%/lunchmoney-mcp/Data
+ */
+export declare function getDataDirectory(): string;
+export interface CreateSessionStoreOptions {
+    /** Override the data directory (useful for testing) */
+    directory?: string;
+    /** Cleanup interval in milliseconds (default: 60000) */
+    cleanupIntervalMs?: number;
+}
+/**
+ * Create an encrypted, disk-backed session store for OAuth tokens.
+ *
+ * Sessions are persisted to the platform-native data directory as JSON files,
+ * encrypted at rest with AES-256-GCM. The encryption key is stored in the
+ * OS keychain via the credential store, never on the filesystem.
+ *
+ * @param credentialStore - Used to retrieve the encryption key from the OS keychain
+ * @param options - Optional overrides for directory and cleanup interval
+ * @returns An EncryptedTokenStorage wrapping a DiskStore
+ */
+export declare function createSessionStore(credentialStore: CredentialStore, options?: CreateSessionStoreOptions): Promise<TokenStorage>;
+//# sourceMappingURL=session-store.d.ts.map

package/dist/session-store.d.ts.map

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package/dist/session-store.js

@@ -0,0 +1,50 @@
+import { mkdirSync } from "fs";
+import envPaths from "env-paths";
+import { DiskStore, EncryptedTokenStorage } from "fastmcp/auth";
+const APP_NAME = "lunchmoney-mcp";
+/**
+ * Default cleanup interval for expired tokens (60 seconds).
+ */
+const DEFAULT_CLEANUP_INTERVAL_MS = 60_000;
+/**
+ * Get the platform-native data directory for session storage.
+ * - macOS: ~/Library/Application Support/lunchmoney-mcp
+ * - Linux: ~/.local/share/lunchmoney-mcp
+ * - Windows: %LOCALAPPDATA%/lunchmoney-mcp/Data
+ */
+export function getDataDirectory() {
+    return envPaths(APP_NAME).data;
+}
+/**
+ * Create an encrypted, disk-backed session store for OAuth tokens.
+ *
+ * Sessions are persisted to the platform-native data directory as JSON files,
+ * encrypted at rest with AES-256-GCM. The encryption key is stored in the
+ * OS keychain via the credential store, never on the filesystem.
+ *
+ * @param credentialStore - Used to retrieve the encryption key from the OS keychain
+ * @param options - Optional overrides for directory and cleanup interval
+ * @returns An EncryptedTokenStorage wrapping a DiskStore
+ */
+export async function createSessionStore(credentialStore, options) {
+    const directory = options?.directory ?? getDataDirectory();
+    const cleanupIntervalMs = options?.cleanupIntervalMs ?? DEFAULT_CLEANUP_INTERVAL_MS;
+    // Ensure the data directory exists
+    mkdirSync(directory, { recursive: true });
+    // Retrieve the encryption key. This store persists OAuth sessions to disk,
+    // so an ephemeral key is not acceptable: require a stable key (keychain or
+    // a valid ENCRYPTION_KEY), and refuse to start otherwise.
+    const encryptionKey = await credentialStore.getEncryptionKey({
+        requirePersistent: true,
+    });
+    // Create the disk-backed store
+    const diskStore = new DiskStore({
+        directory,
+        cleanupIntervalMs,
+        fileExtension: ".json",
+    });
+    // Wrap with AES-256-GCM encryption
+    const encryptedStore = new EncryptedTokenStorage(diskStore, encryptionKey);
+    return encryptedStore;
+}
+//# sourceMappingURL=session-store.js.map

package/dist/session-store.js.map

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package/dist/setup.d.ts

@@ -0,0 +1,21 @@
+import { CredentialStore } from "./credential-store.js";
+import type { User } from "./types/index.js";
+export interface ReadlineInterface {
+    question(query: string, callback: (answer: string) => void): void;
+    close(): void;
+}
+export declare function createReadlineInterface(): ReadlineInterface;
+/**
+ * Suppress the terminal echo of typed input on a readline interface, so a
+ * secret (the API token) is not printed as it is typed. Returns an `unmask`
+ * function that restores the original behavior.
+ *
+ * Works by swapping the interface's internal `_writeToOutput`: while masked,
+ * only newlines pass through (so Enter still breaks the line) and every echoed
+ * keystroke is swallowed. If the interface does not expose `_writeToOutput`
+ * (a test mock, or a non-TTY stream), this is a no-op.
+ */
+export declare function installInputMask(rl: ReadlineInterface): () => void;
+export declare function validateToken(token: string): Promise<User>;
+export declare function runSetupWizard(rlFactory?: () => ReadlineInterface, credentialStore?: CredentialStore, log?: (msg: string) => void): Promise<void>;
+//# sourceMappingURL=setup.d.ts.map

package/dist/setup.d.ts.map

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package/dist/setup.js

@@ -0,0 +1,104 @@
+import * as readline from "readline";
+import { LunchMoneyClient } from "./api/client.js";
+import { CredentialStore } from "./credential-store.js";
+export function createReadlineInterface() {
+    return readline.createInterface({
+        input: process.stdin,
+        output: process.stdout,
+    });
+}
+/**
+ * Suppress the terminal echo of typed input on a readline interface, so a
+ * secret (the API token) is not printed as it is typed. Returns an `unmask`
+ * function that restores the original behavior.
+ *
+ * Works by swapping the interface's internal `_writeToOutput`: while masked,
+ * only newlines pass through (so Enter still breaks the line) and every echoed
+ * keystroke is swallowed. If the interface does not expose `_writeToOutput`
+ * (a test mock, or a non-TTY stream), this is a no-op.
+ */
+export function installInputMask(rl) {
+    const internal = rl;
+    const original = internal._writeToOutput;
+    if (typeof original !== "function") {
+        return () => { };
+    }
+    internal._writeToOutput = (stringToWrite) => {
+        if (stringToWrite === "\n" || stringToWrite === "\r\n" || stringToWrite === "\r") {
+            original.call(internal, stringToWrite);
+        }
+        // otherwise: swallow the echoed character
+    };
+    return () => {
+        internal._writeToOutput = original;
+    };
+}
+function askQuestion(rl, query, options = {}) {
+    return new Promise((resolve) => {
+        let unmask;
+        rl.question(query, (answer) => {
+            unmask?.();
+            resolve(answer.trim());
+        });
+        // Install the mask after the prompt is written so the prompt stays visible
+        // but the typed token does not echo.
+        if (options.mask) {
+            unmask = installInputMask(rl);
+        }
+    });
+}
+export async function validateToken(token) {
+    const client = new LunchMoneyClient(token);
+    return client.get("/me");
+}
+export async function runSetupWizard(rlFactory, credentialStore, log) {
+    const print = log || console.log;
+    const store = credentialStore || new CredentialStore();
+    const rl = rlFactory ? rlFactory() : createReadlineInterface();
+    try {
+        print("");
+        print("=== Lunch Money MCP Server Setup ===");
+        print("");
+        print("This wizard will help you configure your Lunch Money API token.");
+        print("You can get a token at: https://my.lunchmoney.app/developers");
+        print("");
+        const token = await askQuestion(rl, "Enter your Lunch Money API token (input hidden): ", {
+            mask: true,
+        });
+        if (!token) {
+            print("No token provided. Setup cancelled.");
+            return;
+        }
+        print("");
+        print("Validating token...");
+        try {
+            const user = await validateToken(token);
+            await store.setApiToken(token);
+            print("");
+            print(`Token validated and stored successfully!`);
+            print(`  Name: ${user.name}`);
+            print(`  Email: ${user.email}`);
+            print(`  Currency: ${user.currency}`);
+            print("");
+            print("You can now start the MCP server:");
+            print("  npx lunchmoney-mcp        (stdio mode)");
+            print("  npx lunchmoney-mcp --http  (HTTP mode)");
+            print("");
+        }
+        catch (error) {
+            print("");
+            if (error instanceof Error) {
+                print(`Token validation failed: ${error.message}`);
+            }
+            else {
+                print("Token validation failed. Please check your token and try again.");
+            }
+            print("Get a new token at: https://my.lunchmoney.app/developers");
+            print("");
+        }
+    }
+    finally {
+        rl.close();
+    }
+}
+//# sourceMappingURL=setup.js.map

package/dist/setup.js.map

@@ -0,0 +1 @@
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package/dist/tools/assets.d.ts

@@ -0,0 +1,4 @@
+import { FastMCP } from "fastmcp";
+import { LunchMoneyClient } from "../api/client.js";
+export declare function registerAssetTools(server: FastMCP, client: LunchMoneyClient): void;
+//# sourceMappingURL=assets.d.ts.map

package/dist/tools/assets.d.ts.map

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package/dist/tools/assets.js

@@ -0,0 +1,63 @@
+import { z } from "zod";
+import { formatErrorForMCP } from "../utils/errors.js";
+import { createAssetSchema, updateAssetSchema, idSchema, } from "../schemas/index.js";
+export function registerAssetTools(server, client) {
+    server.addTool({
+        name: "getAssets",
+        description: "List all manually-managed assets",
+        parameters: z.object({}),
+        execute: async () => {
+            try {
+                const response = await client.get("/assets");
+                return JSON.stringify(response, null, 2);
+            }
+            catch (error) {
+                return formatErrorForMCP(error);
+            }
+        },
+    });
+    server.addTool({
+        name: "createAsset",
+        description: "Create a new manually-managed asset",
+        parameters: createAssetSchema,
+        execute: async (args) => {
+            try {
+                const asset = await client.post("/assets", args);
+                return JSON.stringify(asset, null, 2);
+            }
+            catch (error) {
+                return formatErrorForMCP(error);
+            }
+        },
+    });
+    server.addTool({
+        name: "updateAsset",
+        description: "Update an existing asset's properties including balance and metadata",
+        parameters: idSchema.merge(updateAssetSchema),
+        execute: async (args) => {
+            try {
+                const { id, ...updateData } = args;
+                const asset = await client.put(`/assets/${id}`, updateData);
+                return JSON.stringify(asset, null, 2);
+            }
+            catch (error) {
+                return formatErrorForMCP(error);
+            }
+        },
+    });
+    server.addTool({
+        name: "deleteAsset",
+        description: "Delete an asset by ID",
+        parameters: idSchema,
+        execute: async (args) => {
+            try {
+                await client.delete(`/assets/${args.id}`);
+                return `Asset ${args.id} deleted successfully`;
+            }
+            catch (error) {
+                return formatErrorForMCP(error);
+            }
+        },
+    });
+}
+//# sourceMappingURL=assets.js.map