@openfinance-sh/mcp 0.1.0 → 0.1.1

package/build/index.js

@@ -51,8 +51,22 @@ var OpenFinanceClient = class {
     if (filter?.cursor) params.cursor = filter.cursor;
     if (filter?.pending !== void 0) params.pending = String(filter.pending);
     if (filter?.status?.length) params.status = filter.status.join(",");
+    if (filter?.fields?.length) params.fields = filter.fields.join(",");
+    if (filter?.amountFilters?.length)
+      params.amountFilters = JSON.stringify(filter.amountFilters);
     return this.request("/api/transactions", params);
   }
+  async queryTransactions(sql) {
+    const res = await fetch(`${this.baseUrl}/api/transactions/query`, {
+      method: "POST",
+      headers: {
+        Authorization: `Bearer ${this.apiKey}`,
+        "Content-Type": "application/json"
+      },
+      body: JSON.stringify({ sql })
+    });
+    return res.json();
+  }
 };
 
 // src/tools/accounts.ts
@@ -80,7 +94,7 @@ import { z } from "zod";
 function registerTransactionTools(server, client) {
   server.tool(
     "get_transactions",
-    "Search and filter financial transactions. Returns transactions sorted by date (newest first) by default.",
+    "Search and filter financial transactions. Returns transactions sorted by date (newest first) by default. Use the `fields` parameter to reduce payload size by requesting only the fields you need. For spending analysis, aggregations, or category breakdowns, use the `query_transactions` tool instead \u2014 it lets you write SQL for efficient server-side computation.",
     {
       startDate: z.string().describe("Start date filter (YYYY-MM-DD)").optional(),
       endDate: z.string().describe("End date filter (YYYY-MM-DD)").optional(),
@@ -90,7 +104,18 @@ function registerTransactionTools(server, client) {
       limit: z.number().int().positive().max(500).describe("Max results (default 100, max 500)").optional(),
       cursor: z.string().describe("Cursor for pagination").optional(),
       pending: z.boolean().describe("Filter pending transactions").optional(),
-      status: z.array(z.enum(["active", "hidden", "deleted"])).describe("Filter by status").optional()
+      status: z.array(z.enum(["active", "hidden", "deleted"])).describe("Filter by status").optional(),
+      fields: z.array(z.string()).describe(
+        "Return only these fields per transaction (e.g. ['name', 'amount', 'date', 'merchantName']). Omit to return all fields."
+      ).optional(),
+      amountFilters: z.array(
+        z.object({
+          operator: z.enum([">", "<", ">=", "<=", "="]),
+          amount: z.number()
+        })
+      ).describe(
+        "Filter by amount using comparison operators (e.g. [{ operator: '>', amount: 100 }])"
+      ).optional()
     },
     async (params) => {
       const result = await client.getTransactions({
@@ -102,7 +127,9 @@ function registerTransactionTools(server, client) {
         limit: params.limit,
         cursor: params.cursor,
         pending: params.pending,
-        status: params.status
+        status: params.status,
+        fields: params.fields,
+        amountFilters: params.amountFilters
       });
       return {
         content: [
@@ -114,6 +141,46 @@ function registerTransactionTools(server, client) {
       };
     }
   );
+  server.tool(
+    "query_transactions",
+    `Run a SQL query against the user's transactions. Write a SELECT query referencing the \`txns\` CTE which has columns: id, name, amount (numeric), date, authorized_date, merchant_name, pending, iso_currency_code, account_id, status, created_at, updated_at. The query runs in a read-only transaction with a 5s timeout. Errors are returned so you can self-correct SQL syntax.
+
+Example queries:
+- SELECT SUM(amount), COUNT(*) FROM txns WHERE merchant_name ILIKE '%starbucks%'
+- SELECT TO_CHAR(date, 'YYYY-MM') as month, SUM(amount), COUNT(*) FROM txns GROUP BY 1 ORDER BY 1
+- SELECT COALESCE(merchant_name, name) as merchant, SUM(amount) as total FROM txns GROUP BY 1 ORDER BY total DESC LIMIT 10`,
+    {
+      sql: z.string().describe(
+        "SQL SELECT query referencing the `txns` CTE. Do not include CTE definition or transaction control statements."
+      )
+    },
+    async (params) => {
+      const result = await client.queryTransactions(params.sql);
+      if ("error" in result) {
+        return {
+          content: [
+            {
+              type: "text",
+              text: `SQL error: ${result.error}`
+            }
+          ],
+          isError: true
+        };
+      }
+      return {
+        content: [
+          {
+            type: "text",
+            text: JSON.stringify(
+              { rows: result.rows, rowCount: result.rowCount },
+              null,
+              2
+            )
+          }
+        ]
+      };
+    }
+  );
 }
 
 // src/index.ts

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@openfinance-sh/mcp",
-  "version": "0.1.0",
+  "version": "0.1.1",
   "type": "module",
   "bin": {
     "openfinance-mcp": "./build/index.js"
@@ -9,7 +9,8 @@
     "dev": "tsx src/index.ts",
     "build": "tsup src/index.ts --format esm --dts --clean --outDir build",
     "start": "node build/index.js",
-    "bundle": "pnpm build && mcpb pack . openfinance.mcpb"
+    "bundle": "pnpm build && mcpb pack . openfinance.mcpb",
+    "prepack": "pnpm run bundle"
   },
   "dependencies": {
     "@modelcontextprotocol/sdk": "^1.12.1",