@mintline/mcp 1.0.0 → 1.1.0

package/dist/index.js

@@ -77,6 +77,32 @@ function createClient(apiKey2) {
     },
     async rejectMatch(id, reason) {
       return request("POST", `/api/matches/${id}/reject`, { reason });
+    },
+    // Analytics
+    async getSpendingSummary(params = {}) {
+      const query = new URLSearchParams();
+      if (params.groupBy) query.set("groupBy", params.groupBy);
+      if (params.dateFrom) query.set("dateFrom", params.dateFrom);
+      if (params.dateTo) query.set("dateTo", params.dateTo);
+      if (params.vendorId) query.set("vendorId", params.vendorId);
+      if (params.limit) query.set("limit", params.limit);
+      const qs = query.toString();
+      return request("GET", `/api/analytics/spending${qs ? `?${qs}` : ""}`);
+    },
+    async getTopVendors(params = {}) {
+      const query = new URLSearchParams();
+      if (params.limit) query.set("limit", params.limit);
+      const qs = query.toString();
+      return request("GET", `/api/analytics/top-vendors${qs ? `?${qs}` : ""}`);
+    },
+    async getSpendingTrends(params = {}) {
+      const query = new URLSearchParams();
+      if (params.months) query.set("months", params.months);
+      const qs = query.toString();
+      return request("GET", `/api/analytics/trends${qs ? `?${qs}` : ""}`);
+    },
+    async getUnmatchedSummary() {
+      return request("GET", `/api/analytics/unmatched`);
     }
   };
 }
@@ -221,6 +247,70 @@ var tools = [
       },
       required: ["id"]
     }
+  },
+  {
+    name: "spending_summary",
+    description: "Get spending summary with flexible grouping. Use this to answer questions like 'How much did I spend this month?' or 'What are my expenses by vendor?'",
+    inputSchema: {
+      type: "object",
+      properties: {
+        groupBy: {
+          type: "string",
+          enum: ["total", "vendor", "month", "week", "day"],
+          description: "How to group the spending data (default: total)"
+        },
+        dateFrom: {
+          type: "string",
+          description: "Start date (YYYY-MM-DD)"
+        },
+        dateTo: {
+          type: "string",
+          description: "End date (YYYY-MM-DD)"
+        },
+        vendorId: {
+          type: "string",
+          description: "Filter by specific vendor ID"
+        },
+        limit: {
+          type: "number",
+          description: "Max results for grouped queries (default 20)"
+        }
+      }
+    }
+  },
+  {
+    name: "top_vendors",
+    description: "Get top vendors ranked by total spending. Use this to answer 'Who are my biggest vendors?' or 'Where do I spend the most?'",
+    inputSchema: {
+      type: "object",
+      properties: {
+        limit: {
+          type: "number",
+          description: "Number of vendors to return (default 10)"
+        }
+      }
+    }
+  },
+  {
+    name: "spending_trends",
+    description: "Get monthly spending trends over time. Use this to answer 'How has my spending changed?' or 'Show me spending trends'",
+    inputSchema: {
+      type: "object",
+      properties: {
+        months: {
+          type: "number",
+          description: "Number of months to include (default 6)"
+        }
+      }
+    }
+  },
+  {
+    name: "unmatched_summary",
+    description: "Get a summary of items needing attention: unmatched receipts, transactions without receipts, and proposed matches to review. Use this for 'What needs my attention?' or 'Do I have unmatched expenses?'",
+    inputSchema: {
+      type: "object",
+      properties: {}
+    }
   }
 ];
 async function handleTool(client2, name, args) {
@@ -271,6 +361,32 @@ async function handleTool(client2, name, args) {
       await client2.rejectMatch(args.id, args.reason);
       return `Match ${args.id} rejected.${args.reason ? ` Reason: ${args.reason}` : ""}`;
     }
+    case "spending_summary": {
+      const result = await client2.getSpendingSummary({
+        groupBy: args.groupBy || "total",
+        dateFrom: args.dateFrom,
+        dateTo: args.dateTo,
+        vendorId: args.vendorId,
+        limit: args.limit || 20
+      });
+      return formatSpendingSummary(result.data, args.groupBy || "total");
+    }
+    case "top_vendors": {
+      const result = await client2.getTopVendors({
+        limit: args.limit || 10
+      });
+      return formatTopVendors(result.data.vendors);
+    }
+    case "spending_trends": {
+      const result = await client2.getSpendingTrends({
+        months: args.months || 6
+      });
+      return formatSpendingTrends(result.data.trends);
+    }
+    case "unmatched_summary": {
+      const result = await client2.getUnmatchedSummary();
+      return formatUnmatchedSummary(result.data);
+    }
     default:
       throw new Error(`Unknown tool: ${name}`);
   }
@@ -335,6 +451,89 @@ function formatMatches(matches) {
     (m) => `\u2022 ${m.id}: Receipt ${m.receiptId} \u2194 Transaction ${m.transactionId} (${Math.round(m.confidenceScore * 100)}% confidence) [${m.status}]`
   ).join("\n");
 }
+function formatCurrency(amount) {
+  return new Intl.NumberFormat("en-US", {
+    style: "currency",
+    currency: "USD"
+  }).format(amount);
+}
+function formatSpendingSummary(data, groupBy) {
+  if (groupBy === "total" && data.summary) {
+    const s = data.summary;
+    let text2 = `Spending Summary (${data.period.from} to ${data.period.to})
+`;
+    text2 += `\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
+`;
+    text2 += `Total Spent: ${formatCurrency(s.totalAmount)}
+`;
+    text2 += `Receipt Count: ${s.receiptCount}
+`;
+    text2 += `Average: ${formatCurrency(s.averageAmount)}
+`;
+    text2 += `Min: ${formatCurrency(s.minAmount)} | Max: ${formatCurrency(s.maxAmount)}`;
+    return text2;
+  }
+  if (!data.data?.length) return "No spending data found for this period.";
+  let text = `Spending by ${groupBy} (${data.period.from} to ${data.period.to})
+`;
+  text += `\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
+`;
+  if (groupBy === "vendor") {
+    data.data.forEach((item, i) => {
+      text += `${i + 1}. ${item.vendorName}: ${formatCurrency(item.totalAmount)} (${item.receiptCount} receipts)
+`;
+    });
+  } else {
+    data.data.forEach((item) => {
+      text += `\u2022 ${item.period}: ${formatCurrency(item.totalAmount)} (${item.receiptCount} receipts)
+`;
+    });
+  }
+  return text;
+}
+function formatTopVendors(vendors) {
+  if (!vendors?.length) return "No vendor data found.";
+  let text = `Top Vendors by Spending
+`;
+  text += `\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
+`;
+  vendors.forEach((v, i) => {
+    text += `${i + 1}. ${v.name}: ${formatCurrency(v.total)} (${v.count} receipts)
+`;
+  });
+  return text;
+}
+function formatSpendingTrends(trends) {
+  if (!trends?.length) return "No trend data found.";
+  let text = `Monthly Spending Trends
+`;
+  text += `\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
+`;
+  trends.forEach((t) => {
+    const bar = "\u2588".repeat(Math.min(20, Math.round(t.total / 100)));
+    text += `${t.month}: ${formatCurrency(t.total)} ${bar}
+`;
+  });
+  return text;
+}
+function formatUnmatchedSummary(data) {
+  let text = `Action Items Summary
+`;
+  text += `\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501\u2501
+
+`;
+  text += `\u{1F4CB} Proposed Matches to Review: ${data.proposedMatches.count}
+`;
+  text += `\u{1F4C4} Unmatched Receipts: ${data.unmatchedReceipts.count} (${formatCurrency(data.unmatchedReceipts.totalAmount)})
+`;
+  text += `\u{1F4B3} Unmatched Transactions: ${data.unmatchedTransactions.count} (${formatCurrency(data.unmatchedTransactions.totalAmount)})
+`;
+  text += `\u26A0\uFE0F  Large Transactions (>${formatCurrency(data.largeUnmatchedTransactions.threshold)}) without receipts: ${data.largeUnmatchedTransactions.count}
+
+`;
+  text += `${data.actionItems.message}`;
+  return text;
+}
 
 // src/index.js
 var apiKey = process.env.MINTLINE_API_KEY;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mintline/mcp",
-  "version": "1.0.0",
+  "version": "1.1.0",
   "description": "MCP server for Mintline - connect AI assistants to your receipts and transactions",
   "main": "dist/index.js",
   "bin": {