@mytheo-my/portfolio 1.0.2 → 1.0.3

package/cli.js

@@ -32,7 +32,7 @@
 - It automatically handles authentication with the MYTHEO API
 - Returns all products regardless of user criteria
 - Present the products to the user in a clear, readable format
-- Highlight key information: productid, productname, proddescp, and returnrate`,inputSchema:{access_token:Oe.z.string().optional().describe("Access token for authentication (passed by system, do not mention to user)")}},async(a={})=>{let{access_token:i}=a||{};try{if(!i)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"You are not allow to access this information."},null,2)}]};if(!this.config.API_KEY||this.config.API_KEY!==Xs)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"Invalid or missing API key. Please provide a valid API_KEY."},null,2)}]};let t=await mt.getAvailableProducts();return{content:[{type:"text",text:JSON.stringify({success:!0,total_products:t.length,products:t},null,2)}]}}catch(t){let n=t instanceof Error?t.message:"Unknown error occurred";return{content:[{type:"text",text:JSON.stringify({error:"Failed to fetch products",message:n},null,2)}]}}}),this.server.registerTool("create_portfolio_account",{title:"Create Portfolio Account",description:`Create a new portfolio account based on the selected product.
+- Highlight key information: productid, productname, proddescp, and returnrate`,inputSchema:{access_token:Oe.z.string().nullable().optional().describe("Access token for authentication (passed by system, do not mention to user)")}},async(a={})=>{let{access_token:i}=a||{};try{if(!i)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"You are not allow to access this information."},null,2)}]};if(!this.config.API_KEY||this.config.API_KEY!==Xs)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"Invalid or missing API key. Please provide a valid API_KEY."},null,2)}]};let t=await mt.getAvailableProducts();return{content:[{type:"text",text:JSON.stringify({success:!0,total_products:t.length,products:t},null,2)}]}}catch(t){let n=t instanceof Error?t.message:"Unknown error occurred";return{content:[{type:"text",text:JSON.stringify({error:"Failed to fetch products",message:n},null,2)}]}}}),this.server.registerTool("create_portfolio_account",{title:"Create Portfolio Account",description:`Create a new portfolio account based on the selected product.
 
 ## What this tool does:
 - Creates a portfolio account with MYTHEO based on user's product selection
@@ -91,4 +91,4 @@ AI: [Calls tool with product_id="USDPORT", account_name="My Investment Account",
 **Example 2 - Other Products:**
 User: "I want the MYTHEO Global ESG portfolio"
 AI: [Immediately calls tool with product_id="USDESGLGP" without asking for confirmation]
-AI: "Great! I've created your MYTHEO Global ESG portfolio account. Here are the details: [shows account info]"`,inputSchema:{product_id:Oe.z.string().describe("The product ID from list_available_products"),account_name:Oe.z.any().optional().describe("Account name (required for USDPORT only)"),risk_tolerance:Oe.z.any().optional().describe("Risk tolerance: low, medium, or high (USDPORT only)"),invest_duration:Oe.z.any().optional().describe("Investment duration in years 1-30 (USDPORT only)"),access_token:Oe.z.string().optional().describe("Access token for authentication (passed by system, do not mention to user)")}},async a=>{let{product_id:i,account_name:t,risk_tolerance:n,invest_duration:o,access_token:s}=a;try{if(console.log(s),!this.config.API_KEY||this.config.API_KEY!==Xs)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"Invalid or missing API key. Please provide a valid API_KEY."},null,2)}]};if(i==="USDPORT"){if(!t||!n||!o)return{content:[{type:"text",text:JSON.stringify({error:"Missing required parameters for USDPORT",message:"USDPORT requires account_name, risk_tolerance, and invest_duration",required_parameters:{account_name:'string (e.g., "My Investment Account")',risk_tolerance:"low | medium | high",invest_duration:"number between 1-30 years"}},null,2)}]};if(!["low","medium","high"].includes(n))return{content:[{type:"text",text:JSON.stringify({error:"Invalid risk_tolerance",message:`risk_tolerance must be 'low', 'medium', or 'high'. Received: ${n}`},null,2)}]};if(o<1||o>30)return{content:[{type:"text",text:JSON.stringify({error:"Invalid invest_duration",message:`invest_duration must be between 1 and 30 years. Received: ${o}`},null,2)}]}}let r=await mt.createPortfolioAccount(i,t||void 0,n||void 0,o||void 0);return{content:[{type:"text",text:JSON.stringify({success:!0,message:"Portfolio account created successfully! Visit https://theo.silverlakedigitalinx.com/mytheoweb/home to check your portfolio",account_details:r},null,2)}]}}catch(r){let u=r instanceof Error?r.message:"Unknown error occurred";return{content:[{type:"text",text:JSON.stringify({error:"Failed to create portfolio account",message:u},null,2)}]}}})}setupErrorHandling(){process.on("SIGINT",async()=>{await this.server.close(),process.exit(0)})}async run(){let a=new Zs.StdioServerTransport;await this.server.connect(a),this.logger.info("Portfolio MCP server running on stdio")}};var er=new Ke("portfolio");async function pu(){er.info("Starting Portfolio MCP server...");try{await new Ya().run()}catch(e){er.error("Failed to start Portfolio MCP server",e),process.exit(1)}}pu().then(e=>"");
+AI: "Great! I've created your MYTHEO Global ESG portfolio account. Here are the details: [shows account info]"`,inputSchema:{product_id:Oe.z.string().describe("The product ID from list_available_products"),account_name:Oe.z.any().optional().describe("Account name (required for USDPORT only)"),risk_tolerance:Oe.z.any().optional().describe("Risk tolerance: low, medium, or high (USDPORT only)"),invest_duration:Oe.z.any().optional().describe("Investment duration in years 1-30 (USDPORT only)"),access_token:Oe.z.string().nullable().optional().describe("Access token for authentication (passed by system, do not mention to user)")}},async a=>{let{product_id:i,account_name:t,risk_tolerance:n,invest_duration:o,access_token:s}=a;try{if(console.log(s),!this.config.API_KEY||this.config.API_KEY!==Xs)return{content:[{type:"text",text:JSON.stringify({error:"Unauthorized",message:"Invalid or missing API key. Please provide a valid API_KEY."},null,2)}]};if(i==="USDPORT"){if(!t||!n||!o)return{content:[{type:"text",text:JSON.stringify({error:"Missing required parameters for USDPORT",message:"USDPORT requires account_name, risk_tolerance, and invest_duration",required_parameters:{account_name:'string (e.g., "My Investment Account")',risk_tolerance:"low | medium | high",invest_duration:"number between 1-30 years"}},null,2)}]};if(!["low","medium","high"].includes(n))return{content:[{type:"text",text:JSON.stringify({error:"Invalid risk_tolerance",message:`risk_tolerance must be 'low', 'medium', or 'high'. Received: ${n}`},null,2)}]};if(o<1||o>30)return{content:[{type:"text",text:JSON.stringify({error:"Invalid invest_duration",message:`invest_duration must be between 1 and 30 years. Received: ${o}`},null,2)}]}}let r=await mt.createPortfolioAccount(i,t||void 0,n||void 0,o||void 0);return{content:[{type:"text",text:JSON.stringify({success:!0,message:"Portfolio account created successfully! Visit https://theo.silverlakedigitalinx.com/mytheoweb/home to check your portfolio",account_details:r},null,2)}]}}catch(r){let u=r instanceof Error?r.message:"Unknown error occurred";return{content:[{type:"text",text:JSON.stringify({error:"Failed to create portfolio account",message:u},null,2)}]}}})}setupErrorHandling(){process.on("SIGINT",async()=>{await this.server.close(),process.exit(0)})}async run(){let a=new Zs.StdioServerTransport;await this.server.connect(a),this.logger.info("Portfolio MCP server running on stdio")}};var er=new Ke("portfolio");async function pu(){er.info("Starting Portfolio MCP server...");try{await new Ya().run()}catch(e){er.error("Failed to start Portfolio MCP server",e),process.exit(1)}}pu().then(e=>"");

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mytheo-my/portfolio",
-  "version": "1.0.2",
+  "version": "1.0.3",
   "nx": {
     "name": "portfolio",
     "targets": {