@t2000/mcp 0.16.30 → 0.17.0

package/README.md

@@ -2,7 +2,7 @@
 
 MCP server for AI agent bank accounts on Sui. Connect Claude Desktop, Cursor, or any MCP client to your t2000 agent.
 
-**21 tools · 6 prompts · stdio transport · safeguard enforced**
+**21 tools · 12 prompts · stdio transport · safeguard enforced**
 
 ## Quick Start
 
@@ -41,7 +41,7 @@ For other platforms, paste manually:
 | `t2000_repay` | write | Repay debt |
 | `t2000_exchange` | write | Swap assets |
 | `t2000_rebalance` | write | Optimize yield |
-| `t2000_invest` | write | Buy/sell investment assets; earn/unearn yield on SUI, ETH, BTC |
+| `t2000_invest` | write | Buy/sell investment assets; earn/unearn yield on SUI, ETH, BTC, GOLD |
 | `t2000_contacts` | read | List saved contacts (name → address) |
 | `t2000_portfolio` | read | Investment portfolio + P&L |
 | `t2000_strategy` | write | Investment strategies — list, buy (PTB), sell, status, rebalance, create, delete |

package/dist/bin.js

@@ -486,7 +486,7 @@ function registerWriteTools(server, agent) {
       action: z.enum(["list", "buy", "sell", "status", "rebalance", "create", "delete"]).describe("Strategy action to perform"),
       name: z.string().optional().describe("Strategy name (required for all actions except 'list')"),
       amount: z.number().optional().describe("USD amount (required for 'buy')"),
-      allocations: z.record(z.number()).optional().describe("Allocation map e.g. {SUI: 60, BTC: 20, ETH: 20} (for 'create')"),
+      allocations: z.record(z.number()).optional().describe("Allocation map e.g. {SUI: 40, BTC: 20, ETH: 20, GOLD: 20} (for 'create')"),
       description: z.string().optional().describe("Strategy description (for 'create')"),
       dryRun: z.boolean().optional().describe("Preview without signing (for 'buy')")
     },
@@ -856,6 +856,346 @@ ${context}
       }]
     })
   );
+  server.prompt(
+    "morning-briefing",
+    "Daily financial snapshot \u2014 balance changes, yield earned, portfolio movement, pending DCA, health warnings.",
+    async () => ({
+      messages: [{
+        role: "user",
+        content: {
+          type: "text",
+          text: [
+            "You are a personal financial briefing assistant for a t2000 AI agent bank account.",
+            "",
+            "Deliver a concise morning briefing. Gather all data first, then present a single unified report.",
+            "",
+            "Data to collect:",
+            "1. Current balance breakdown (t2000_balance)",
+            "2. Yield earnings \u2014 daily rate, total earned (t2000_earnings)",
+            "3. Investment portfolio \u2014 positions, P&L movement (t2000_portfolio)",
+            "4. Health factor \u2014 any borrow risk (t2000_health)",
+            '5. Pending DCA runs (t2000_auto_invest action: "status")',
+            "6. Recent transactions since yesterday (t2000_history with limit: 10)",
+            "",
+            "Present the briefing in this structure:",
+            "",
+            "\u2600\uFE0F MORNING BRIEFING",
+            "\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500",
+            "",
+            "\u{1F4B0} Accounts",
+            "  Checking / Savings / Credit / Investment totals",
+            "  Net worth and change from yesterday if estimable",
+            "",
+            "\u{1F4C8} Portfolio",
+            "  Each position: asset, amount, current price, unrealized P&L",
+            "  Overall portfolio performance",
+            "",
+            "\u{1F4B8} Yield",
+            "  What you earned overnight (daily rate \xD7 time)",
+            "  Current APY across savings and investment lending",
+            "",
+            "\u26A0\uFE0F Alerts (only if applicable)",
+            "  Low health factor, pending DCA runs, strategy drift, large unrealized losses",
+            "",
+            "\u{1F4CB} Action Items",
+            "  Specific, actionable next steps (max 3)",
+            '  e.g. "Run pending DCA", "Rebalance savings for +0.5% APY", "Health factor dropping \u2014 consider repaying"',
+            "",
+            "Keep it scannable. No fluff. Numbers first, narrative second."
+          ].join("\n")
+        }
+      }]
+    })
+  );
+  server.prompt(
+    "what-if",
+    'Scenario planning \u2014 "What if I invest $X in Y?" Shows projected impact on portfolio, yield, and risk.',
+    {
+      scenario: z.string().optional().describe('Scenario to evaluate, e.g. "invest $500 in bluechip" or "withdraw all savings"')
+    },
+    async ({ scenario }) => ({
+      messages: [{
+        role: "user",
+        content: {
+          type: "text",
+          text: [
+            "You are a financial scenario planner for a t2000 AI agent bank account.",
+            "",
+            scenario ? `The user wants to evaluate this scenario: "${scenario}"` : "The user wants to explore a hypothetical financial scenario. Ask them what they're considering.",
+            "",
+            "Gather current state first:",
+            "1. Current balance (t2000_balance)",
+            "2. Current portfolio (t2000_portfolio)",
+            "3. Current positions and rates (t2000_positions, t2000_rates)",
+            "4. Health factor if they have borrows (t2000_health)",
+            "",
+            "Then model the scenario. For each scenario type:",
+            "",
+            'INVESTMENT scenario ("invest $X in Y"):',
+            "  - Preview the trade (t2000_invest or t2000_strategy with dryRun: true)",
+            "  - Show: checking balance after, new portfolio allocation %, concentration risk",
+            "  - If the asset can earn yield, show projected annual yield",
+            '  - Compare: "keeping $X in savings at Y% vs investing at historical volatility"',
+            "",
+            'SAVINGS scenario ("save $X" or "withdraw $X"):',
+            "  - Show: new savings balance, new yield rate, impact on available spending",
+            "  - If withdrawing: impact on health factor if they have borrows",
+            "",
+            'BORROW scenario ("borrow $X"):',
+            "  - Show: new health factor, liquidation price, interest cost",
+            "  - Compare: cost of borrowing vs withdrawing from savings",
+            "",
+            'EXCHANGE scenario ("swap $X of A to B"):',
+            "  - Preview the swap (t2000_exchange with dryRun: true)",
+            "  - Show: expected output, price impact, slippage",
+            "",
+            "Present results as:",
+            "  BEFORE \u2192 AFTER comparison table",
+            "  Risk assessment (better/worse/neutral)",
+            "  Clear recommendation with reasoning",
+            "",
+            'Always end with: "Want me to execute this?" and the exact command that would run.'
+          ].join("\n")
+        }
+      }]
+    })
+  );
+  server.prompt(
+    "sweep",
+    "Find idle funds in checking and optimally distribute across savings and investments for maximum yield.",
+    {
+      keepBuffer: z.number().optional().describe("Dollar amount to keep in checking as spending buffer (default: $20)")
+    },
+    async ({ keepBuffer }) => {
+      const buffer = keepBuffer ?? 20;
+      return {
+        messages: [{
+          role: "user",
+          content: {
+            type: "text",
+            text: [
+              "You are a smart money routing assistant for a t2000 AI agent bank account.",
+              "",
+              `Sweep idle checking funds into optimal earning positions. Keep $${buffer} in checking as a spending buffer.`,
+              "",
+              "Step 1 \u2014 Assess current state:",
+              "  - Check balance (t2000_balance) \u2014 how much is idle in checking?",
+              "  - Check positions (t2000_positions) \u2014 what's already earning?",
+              "  - Check rates (t2000_rates) \u2014 where are the best yields?",
+              "  - Check portfolio (t2000_portfolio) \u2014 any uninvested assets not earning yield?",
+              "",
+              `Step 2 \u2014 Calculate sweep amount: available checking minus $${buffer} buffer.`,
+              "  If sweep amount is < $1, tell the user their funds are already optimized.",
+              "",
+              "Step 3 \u2014 Recommend allocation of the sweep amount:",
+              "  - Savings: stable yield, no price risk \u2014 good for majority of idle funds",
+              "  - Pick the highest-rate stablecoin protocol",
+              "  - If they have investment assets not earning yield, recommend t2000_invest earn",
+              "  - Check if rebalancing existing savings would help (t2000_rebalance dryRun: true)",
+              "",
+              "Step 4 \u2014 Present the sweep plan:",
+              "",
+              "  \u{1F9F9} SWEEP PLAN",
+              "  \u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500",
+              `  Available to sweep: $X (keeping $${buffer} buffer)`,
+              "",
+              "  Action 1: Save $X USDC \u2192 Protocol (Y% APY)",
+              "    Expected: ~$X.XX/month",
+              "  Action 2: Earn yield on X SUI \u2192 Protocol (Y% APY)  [if applicable]",
+              "  Action 3: Rebalance savings \u2192 +Y% APY  [if applicable]",
+              "",
+              "  Projected monthly yield: $X.XX (before) \u2192 $X.XX (after)",
+              "",
+              'Ask: "Want me to execute this sweep?" Then run each action sequentially.',
+              "Use dryRun: true first for any action over $50."
+            ].join("\n")
+          }
+        }]
+      };
+    }
+  );
+  server.prompt(
+    "risk-check",
+    "Full risk analysis \u2014 health factor, concentration, lending exposure, unrealized losses, liquidation proximity.",
+    async () => ({
+      messages: [{
+        role: "user",
+        content: {
+          type: "text",
+          text: [
+            "You are a risk assessment specialist for a t2000 AI agent bank account.",
+            "",
+            "Perform a comprehensive risk analysis. Gather all data first:",
+            "1. Balance breakdown (t2000_balance)",
+            "2. Health factor (t2000_health)",
+            "3. All lending positions (t2000_positions)",
+            "4. Investment portfolio (t2000_portfolio)",
+            "5. Current rates (t2000_rates)",
+            "",
+            "Analyze and report on each risk dimension:",
+            "",
+            "\u{1F6E1}\uFE0F RISK REPORT",
+            "\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500",
+            "",
+            "1. LIQUIDATION RISK",
+            "   Health factor value and status (safe / moderate / warning / critical)",
+            "   How much the collateral can drop before liquidation",
+            "   If HF < 2.0: specific repayment recommendation to reach safe zone",
+            "",
+            "2. CONCENTRATION RISK",
+            "   % of total net worth in each account type (checking, savings, investment)",
+            "   % of investments in each asset (SUI, BTC, ETH, GOLD)",
+            "   Flag if any single position is >50% of portfolio",
+            "",
+            "3. PROTOCOL EXPOSURE",
+            "   Which protocols hold funds (NAVI, Suilend)",
+            "   Total exposure per protocol",
+            "   Flag if >80% of savings is in one protocol",
+            "",
+            "4. UNREALIZED LOSSES",
+            "   Any investment positions currently at a loss",
+            "   Total unrealized P&L",
+            "   Cost basis vs current price per position",
+            "",
+            "5. YIELD EFFICIENCY",
+            "   Any assets sitting idle (not earning yield)",
+            "   Checking balance vs recommended buffer",
+            "   Investment assets not in lending (could earn via invest earn)",
+            "",
+            "OVERALL RISK SCORE: Low / Medium / High / Critical",
+            "Based on weighted combination of all factors above.",
+            "",
+            "End with max 3 specific, prioritized actions to reduce risk.",
+            "If overall risk is Low, say so clearly \u2014 don't invent problems."
+          ].join("\n")
+        }
+      }]
+    })
+  );
+  server.prompt(
+    "weekly-recap",
+    "Week in review \u2014 transactions, yield earned, portfolio P&L changes, strategy performance, highlights.",
+    async () => ({
+      messages: [{
+        role: "user",
+        content: {
+          type: "text",
+          text: [
+            "You are a personal finance newsletter writer for a t2000 AI agent bank account.",
+            "",
+            "Compile a weekly financial recap. Gather all data:",
+            "1. Current balance (t2000_balance)",
+            "2. Recent transactions (t2000_history with limit: 50)",
+            "3. Yield earnings (t2000_earnings)",
+            "4. Investment portfolio with P&L (t2000_portfolio)",
+            '5. Strategy statuses (t2000_strategy action: "list")',
+            '6. DCA schedule status (t2000_auto_invest action: "status")',
+            "",
+            "Present as a weekly newsletter:",
+            "",
+            "\u{1F4CA} WEEKLY RECAP",
+            "\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500",
+            "",
+            "\u{1F4B0} Net Worth: $X.XX",
+            "   Checking: $X | Savings: $X | Investment: $X | Credit: -$X",
+            "",
+            "\u{1F4C8} This Week's Activity",
+            "   Summarize transactions by type:",
+            "   - X sends totaling $X",
+            "   - X saves/withdrawals",
+            "   - X investment trades",
+            "   - X exchanges",
+            "   Highlight the largest transaction",
+            "",
+            "\u{1F4B8} Yield Earned",
+            "   Total yield this week (daily rate \xD7 7)",
+            "   Breakdown by position",
+            "   Annualized projection",
+            "",
+            "\u{1F4CA} Portfolio Performance",
+            "   Each position: asset, P&L this week, total unrealized P&L",
+            "   Best performer and worst performer",
+            "   Strategy performance if applicable",
+            "",
+            "\u{1F504} DCA Status",
+            "   Runs completed this week",
+            "   Next scheduled run",
+            "   Total invested via DCA to date",
+            "",
+            "\u{1F3C6} Highlight of the Week",
+            "   One standout metric (best trade, highest yield day, milestone reached)",
+            "",
+            "\u{1F449} Next Week's Focus",
+            "   1-2 actionable suggestions based on trends",
+            "",
+            "Tone: confident, concise, data-driven. Like a Bloomberg brief, not a blog post."
+          ].join("\n")
+        }
+      }]
+    })
+  );
+  server.prompt(
+    "dca-advisor",
+    'Personalized DCA setup \u2014 "I have $X/month" \u2192 recommends strategy, frequency, asset split, projected growth.',
+    {
+      budget: z.number().optional().describe("Monthly budget in dollars to invest")
+    },
+    async ({ budget }) => ({
+      messages: [{
+        role: "user",
+        content: {
+          type: "text",
+          text: [
+            "You are a dollar-cost averaging advisor for a t2000 AI agent bank account.",
+            "",
+            budget ? `The user has $${budget}/month to invest via DCA.` : "The user wants to set up a DCA (dollar-cost averaging) schedule. Ask them their monthly budget.",
+            "",
+            "Gather context:",
+            "1. Current balance (t2000_balance) \u2014 can they afford this monthly commitment?",
+            "2. Current portfolio (t2000_portfolio) \u2014 what do they already hold?",
+            '3. Existing DCA schedules (t2000_auto_invest action: "status")',
+            '4. Available strategies (t2000_strategy action: "list")',
+            "",
+            "Recommend a DCA plan:",
+            "",
+            "\u{1F4C5} DCA PLAN",
+            "\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500",
+            "",
+            "STRATEGY SELECTION:",
+            "  Based on their existing portfolio, recommend one of:",
+            "  - bluechip (50% BTC, 30% ETH, 20% SUI) \u2014 large-cap crypto index",
+            "  - all-weather (30% BTC, 20% ETH, 20% SUI, 30% GOLD) \u2014 crypto + commodities",
+            "  - safe-haven (50% BTC, 50% GOLD) \u2014 store-of-value assets",
+            "  - layer1 (50% ETH, 50% SUI) \u2014 smart contract platforms",
+            "  - sui-heavy (60% SUI, 20% BTC, 20% ETH) \u2014 Sui-weighted portfolio",
+            "  - single asset (100% SUI/BTC/ETH/GOLD) \u2014 concentrated conviction play",
+            "  Explain WHY this strategy fits their situation.",
+            "",
+            "FREQUENCY:",
+            "  - Weekly ($X/week) \u2014 smoothest averaging, best for volatile markets",
+            "  - Monthly ($X/month) \u2014 simpler, lower gas costs",
+            "  Recommend weekly for budgets > $50/month, monthly for smaller amounts.",
+            "",
+            "PROJECTION (12 months):",
+            "  Total invested: $X",
+            "  If prices stay flat: $X (just accumulation)",
+            "  Note: past performance doesn't predict future results",
+            "  Key benefit: removes emotion and timing risk from investing",
+            "",
+            "AFFORDABILITY CHECK:",
+            "  Monthly income vs this commitment",
+            "  Remaining checking buffer after DCA",
+            "  Flag if DCA would eat into emergency buffer",
+            "",
+            "If they want to proceed:",
+            "  Show the exact setup command:",
+            '  t2000_auto_invest action: "setup", amount: X, frequency: "weekly", strategy: "name"',
+            "  Preview first, then confirm."
+          ].join("\n")
+        }
+      }]
+    })
+  );
 }
 
 // src/index.ts
@@ -867,7 +1207,7 @@ async function startMcpServer(opts) {
     );
     process.exit(1);
   }
-  const server = new McpServer({ name: "t2000", version: "0.13.0" });
+  const server = new McpServer({ name: "t2000", version: "0.16.30" });
   registerReadTools(server, agent);
   registerWriteTools(server, agent);
   registerSafetyTools(server, agent);