@warmio/contracts 1.2.0 → 2.0.0

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Files changed (16) hide show
  1. package/dist/generated/base-openapi.d.ts +1 -1
  2. package/dist/generated/base-openapi.d.ts.map +1 -1
  3. package/dist/generated/base-openapi.js +1 -1
  4. package/dist/generated/base-openapi.js.map +1 -1
  5. package/dist/generated/private-mcp-tool-descriptors.d.ts +5 -9
  6. package/dist/generated/private-mcp-tool-descriptors.d.ts.map +1 -1
  7. package/dist/generated/private-mcp-tool-descriptors.js +7 -9
  8. package/dist/generated/private-mcp-tool-descriptors.js.map +1 -1
  9. package/dist/manifest.d.ts +5 -9
  10. package/dist/manifest.d.ts.map +1 -1
  11. package/dist/mcp/tools.d.ts +9 -19
  12. package/dist/mcp/tools.d.ts.map +1 -1
  13. package/dist/mcp/tools.js +8 -25
  14. package/dist/mcp/tools.js.map +1 -1
  15. package/dist/openapi/base.yaml +2 -2
  16. package/package.json +1 -1
package/dist/generated/base-openapi.d.ts CHANGED
@@ -1,2 +1,2 @@
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- export declare const baseOpenApiYaml = "openapi: 3.1.0\ninfo:\n title: Warm API\n description: |\n Read your financial context or invoke supported Warm actions through a compact operation catalog.\n\n ## Authentication\n All requests use `Authorization: Bearer`. API keys are created for either read-only context\n access or automation access in Settings on paid Warm plans.\n\n Read/export routes accept `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`.\n Automation routes require an automation key (`warm_auto_...`) and do not accept access tokens.\n\n Unauthenticated responses include `WWW-Authenticate` guidance and protected resource metadata.\n\n ## Rate Limits\n - Context keys: 200 requests per hour per key\n - Automation keys: 500 requests per hour per key\n - Rate limit headers included in authenticated responses\n - `/api/export` supports dataset-scoped delta sync with `since` and publishes edge-cache metadata headers\n version: '2.0.0'\n contact:\n name: Warm Support\n url: https://warm.io/support\n license:\n name: Proprietary\n url: https://warm.io/terms\n\nservers:\n - url: https://app.warm.io\n description: Production\n\nsecurity:\n - BearerAuth: []\n\npaths:\n /api/verify:\n get:\n operationId: verifyApiAccess\n summary: Verify API credentials\n description: |\n Validate a Warm API key or signed-in user access token against the public verification route.\n\n This endpoint is the canonical readiness check for public API clients and discovery tools.\n tags:\n - Verification\n responses:\n '200':\n description: Credentials are valid and the caller has API access\n content:\n application/json:\n schema:\n type: object\n required:\n - status\n - valid\n - auth\n properties:\n status:\n type: string\n enum: [ok]\n valid:\n type: boolean\n auth:\n type: string\n description: Auth method used to satisfy verification\n audience:\n type: string\n enum: [context, automation, oauth]\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/export:\n get:\n operationId: getDatasetExport\n summary: Get a typed dataset export\n description: |\n Fetch a canonical financial dataset export from the unified `/api/export` surface.\n\n Use `dataset=transactions` for paginated transaction history. Other datasets return\n a typed JSON object keyed by the dataset name or retained public alias.\n\n Preferred dataset names are `accounts`, `transactions`, `snapshots`, `recurring`,\n `budgets`, `goals`, `health`, `liabilities`, and `holdings`.\n tags:\n - Export\n parameters:\n - name: dataset\n in: query\n description: Dataset identifier or retained public alias\n required: true\n schema:\n type: string\n enum:\n - accounts\n - transactions\n - snapshots\n - recurring\n - budgets\n - goals\n - health\n - liabilities\n - holdings\n - name: since\n in: query\n description: ISO timestamp for incremental exports\n required: false\n schema:\n type: string\n format: date-time\n - name: last_knowledge\n in: query\n description: Legacy alias for `since`\n required: false\n schema:\n type: string\n format: date-time\n - name: limit\n in: query\n description: Maximum transactions per page when `dataset=transactions`\n required: false\n schema:\n type: integer\n minimum: 1\n maximum: 1000\n - name: cursor\n in: query\n description: Pagination token from `pagination.next_cursor` when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: accountId\n in: query\n description: Optional account filter when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: search\n in: query\n description: Optional merchant or description search filter when `dataset=transactions`\n required: false\n schema:\n type: string\n minLength: 1\n maxLength: 120\n responses:\n '200':\n description: Successful dataset export\n content:\n application/json:\n schema:\n type: object\n description: Dataset-shaped JSON response keyed by the requested dataset\n properties:\n generated_at:\n type: string\n format: date-time\n next_knowledge:\n type: string\n format: date-time\n nullable: true\n pagination:\n $ref: '#/components/schemas/Pagination'\n additionalProperties: true\n '400':\n description: Invalid query parameters\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context:\n get:\n operationId: getFinancialContext\n summary: Get compact financial context\n description: |\n Fetch the current compact FinancialContext artifact for the authenticated user.\n\n This response does not include transaction items. Use\n `/api/financial-context/transactions` for month-addressed transaction pages or the\n fixed 10-day latest transaction window.\n tags:\n - Export\n responses:\n '200':\n description: Compact FinancialContext artifact\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContext'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/transactions:\n get:\n operationId: getFinancialContextTransactions\n summary: Get financial-context transactions\n description: |\n Fetch one transaction month or the fixed 10-day latest transaction window from the\n current financial-context artifact.\n\n The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.\n Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool\n maps bare calls to the fixed latest window and accepts only `month` (`YYYY-MM`) or\n `latest: true`; it does not accept cursor, search, or `last_knowledge`.\n Transaction amounts use the Warm/Plaid sign convention:\n positive = expense/debit, negative = income/credit.\n\n A well-formed month inside the covered range with no matching items returns `200` with\n `count: 0` and `items: []`. Months before the earliest indexed month or after the latest\n covered month return `404`.\n tags:\n - Export\n parameters:\n - name: month\n in: query\n description: Transaction month selector in YYYY-MM format. Mutually exclusive with `latest`.\n required: false\n schema:\n type: string\n pattern: '^\\d{4}-(0[1-9]|1[0-2])$'\n example: '2026-07'\n - name: latest\n in: query\n description: Set to `1` for the fixed 10-day latest transaction window.\n required: false\n schema:\n type: string\n enum: ['1']\n responses:\n '200':\n description: Transaction month page or latest transaction window\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n oneOf:\n - $ref: '#/components/schemas/TransactionMonth'\n - $ref: '#/components/schemas/LatestTransactions'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '400':\n description: Missing selectors, mutually exclusive selectors, malformed `month`, or `latest` other than `1`\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/meta:\n get:\n operationId: getFinancialContextMeta\n summary: Get financial-context metadata\n description: |\n Fetch operational metadata for the current financial-context artifact, including the\n content hash used as the ETag, byte length, row counts, and freshness timestamps.\n `content_hash` is the public artifact version token; this metadata does not expose a\n public `data_version`.\n tags:\n - Export\n responses:\n '200':\n description: Financial-context metadata\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContextMeta'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/automation/operations/search:\n post:\n operationId: searchOperations\n summary: Search supported automation operations\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: false\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n properties:\n query:\n type: string\n maxLength: 200\n responses:\n '200':\n description: Matching operations\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operations]\n properties:\n operations:\n type: array\n items:\n $ref: '#/components/schemas/AutomationOperation'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '400':\n $ref: '#/components/responses/BadRequest'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/describe:\n post:\n operationId: describeOperation\n summary: Describe one operation and request owner approval when required\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationRequest'\n responses:\n '200':\n description: Operation schema and optional pending owner approval\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operation]\n properties:\n operation:\n allOf:\n - $ref: '#/components/schemas/AutomationOperation'\n - type: object\n properties:\n input_schema:\n type: object\n approval:\n type: object\n additionalProperties: false\n required: [id, status, approval_url, expires_at]\n properties:\n id: { type: string, format: uuid }\n status: { type: string, enum: [pending] }\n approval_url: { type: string, format: uri }\n expires_at: { type: string, format: date-time }\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/invoke:\n post:\n operationId: invokeOperation\n summary: Invoke one supported operation\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationInvokeRequest'\n responses:\n '200':\n description: Wrapped response from the invoked operation\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/AutomationInvocationResponse'\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '409':\n description: Owner approval is required, invalid, expired, or already used\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\ncomponents:\n securitySchemes:\n BearerAuth:\n type: http\n scheme: bearer\n description: 'Read/export format: `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`'\n AutomationKeyAuth:\n type: http\n scheme: bearer\n description: 'Automation format: `Authorization: Bearer warm_auto_...`'\n\n headers:\n ETag:\n description: Quoted content hash for If-None-Match revalidation\n schema:\n type: string\n example: '\"7b6f9d4c...\"'\n PrivateNoStore:\n description: Private financial responses are not stored by browsers or shared caches\n schema:\n type: string\n example: private, no-store\n\n responses:\n BadRequest:\n description: The request body or operation input is invalid\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Unauthorized:\n description: Missing or invalid credentials\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Forbidden:\n description: The caller is authenticated but does not have API access\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n NotFound:\n description: The requested operation does not exist\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n InternalError:\n description: The request could not be completed safely\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n PayloadTooLarge:\n description: The response would exceed the public API response-size limit\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n RateLimited:\n description: Hourly per-credential rate limit exceeded\n headers:\n Retry-After:\n description: Seconds until the rate-limit window resets\n schema:\n type: integer\n example: 3600\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n\n schemas:\n AutomationOperation:\n type: object\n additionalProperties: false\n required: [operation_id, summary, description, method, path, risk, confirmation_required]\n properties:\n operation_id: { type: string }\n summary: { type: string }\n description: { type: string }\n method: { type: string, enum: [GET, POST, PATCH, PUT, DELETE] }\n path: { type: string }\n risk:\n type: array\n items: { type: string, enum: [read, write, destructive, external_effect] }\n confirmation_required: { type: boolean }\n OperationRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n OperationInvokeRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n approval_id:\n type: string\n format: uuid\n description: Matching owner approval required for every write operation\n OperationInput:\n type: object\n additionalProperties: false\n properties:\n params: { type: object, additionalProperties: { type: string } }\n body: { type: object, additionalProperties: true }\n AutomationInvocationResponse:\n type: object\n additionalProperties: false\n required: [body, headers, operation_id, status]\n properties:\n body: {}\n headers:\n type: object\n additionalProperties: { type: string }\n operation_id: { type: string }\n status: { type: integer, minimum: 100, maximum: 599 }\n ExportResponse:\n type: object\n required:\n - schema_version\n - generated_at\n - user_id\n - data_version\n - next_knowledge\n - accounts\n - transactions\n - snapshots\n - pagination\n properties:\n schema_version:\n type: string\n description: API schema version\n example: v1\n generated_at:\n type: string\n format: date-time\n description: Response generation timestamp\n example: '2026-01-10T15:30:00Z'\n user_id:\n type: string\n format: uuid\n description: Your user ID\n example: a1b2c3d4-e5f6-7890-abcd-ef1234567890\n data_version:\n type: integer\n description: Monotonic version number (increments on data changes)\n example: 42\n next_knowledge:\n type: string\n format: date-time\n description: Use as `last_knowledge` in next request for delta sync\n example: '2026-01-10T15:30:00Z'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/Account'\n transactions:\n type: array\n items:\n $ref: '#/components/schemas/Transaction'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/Snapshot'\n pagination:\n $ref: '#/components/schemas/Pagination'\n\n Account:\n type: object\n required:\n - id\n - name\n - type\n - current_balance\n - iso_currency_code\n - is_active\n properties:\n id:\n type: string\n format: uuid\n description: Unique account identifier\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n account_id:\n type: string\n description: External account ID (from Plaid)\n example: plaid_acc_ABC123xyz\n name:\n type: string\n description: Display name with masked account number\n example: 'Checking ****1234'\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n description: Account type\n example: depository\n subtype:\n type: string\n description: Specific subtype\n example: checking\n enum:\n - checking\n - savings\n - money market\n - cd\n - credit card\n - mortgage\n - student\n - auto\n - 401k\n - ira\n - brokerage\n - other\n current_balance:\n type: number\n description: Current balance (positive for assets)\n example: 5420.50\n available_balance:\n type: number\n nullable: true\n description: Available balance (may differ from current)\n example: 5320.50\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n mask:\n type: string\n description: Last 4 digits of account number\n example: '1234'\n is_active:\n type: boolean\n description: Whether account is actively syncing\n example: true\n created_at:\n type: string\n format: date-time\n example: '2025-06-15T10:00:00Z'\n updated_at:\n type: string\n format: date-time\n example: '2026-01-10T12:00:00Z'\n\n Transaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - name\n - primary_category\n - detailed_category\n - pending\n - iso_currency_code\n properties:\n id:\n type: string\n format: uuid\n description: Unique transaction identifier\n example: txn_9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d\n transaction_id:\n type: string\n description: External transaction ID (from Plaid)\n example: plaid_txn_XYZ789abc\n account_id:\n type: string\n format: uuid\n description: Parent account ID\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n date:\n type: string\n format: date\n description: Posted date\n example: '2026-01-09'\n authorized_date:\n type: string\n format: date\n nullable: true\n description: Authorization date (if different)\n example: '2026-01-08'\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n example: 42.50\n name:\n type: string\n description: Raw transaction description from bank\n example: 'TRADER JOES #123 SAN FRANCISCO'\n merchant_name:\n type: string\n nullable: true\n description: Cleaned merchant name\n example: \"Trader Joe's\"\n merchant_entity_id:\n type: string\n nullable: true\n description: Unique merchant identifier\n example: eyg8o776k0QmNgVpAmaQj4WgzW9Qzo6O51gdd\n logo:\n type: string\n format: uri\n nullable: true\n description: URL to merchant logo\n example: https://plaid-merchant-logos.plaid.com/trader_joes.png\n primary_category:\n type: string\n description: High-level category\n example: FOOD_AND_DRINK\n enum:\n - INCOME\n - TRANSFER_IN\n - TRANSFER_OUT\n - LOAN_PAYMENTS\n - BANK_FEES\n - ENTERTAINMENT\n - FOOD_AND_DRINK\n - GENERAL_MERCHANDISE\n - HOME_IMPROVEMENT\n - MEDICAL\n - PERSONAL_CARE\n - GENERAL_SERVICES\n - GOVERNMENT_AND_NON_PROFIT\n - TRANSPORTATION\n - TRAVEL\n - RENT_AND_UTILITIES\n detailed_category:\n type: string\n description: Specific category\n example: FOOD_AND_DRINK_GROCERIES\n category_confidence:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n description: Category confidence level\n example: VERY_HIGH\n payment_channel:\n type: string\n enum: [in_store, online, other]\n description: How payment was made\n example: in_store\n pending:\n type: boolean\n description: Whether transaction is still pending\n example: false\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n location:\n $ref: '#/components/schemas/Location'\n created_at:\n type: string\n format: date-time\n example: '2026-01-09T18:30:00Z'\n\n Location:\n type: object\n nullable: true\n properties:\n city:\n type: string\n nullable: true\n example: San Francisco\n region:\n type: string\n nullable: true\n example: CA\n postal_code:\n type: string\n nullable: true\n example: '94110'\n country:\n type: string\n nullable: true\n example: US\n\n Snapshot:\n type: object\n required:\n - id\n - period_type\n - period_start\n - period_end\n - snapshot_date\n properties:\n id:\n type: string\n format: uuid\n description: Unique snapshot identifier\n example: snap_1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d\n period_type:\n type: string\n enum: [daily, weekly, monthly]\n description: Period granularity\n example: daily\n period_start:\n type: string\n format: date\n description: Period start date\n example: '2026-01-01'\n period_end:\n type: string\n format: date\n description: Period end date\n example: '2026-01-31'\n snapshot_date:\n type: string\n format: date\n description: When snapshot was taken\n example: '2026-01-10'\n income:\n type: number\n description: Total income for period\n example: 6500.00\n expenses:\n type: number\n description: Total expenses for period\n example: 4200.00\n net_cash_flow:\n type: number\n description: Income minus expenses\n example: 2300.00\n savings_rate:\n type: number\n description: Percentage saved (0.0 to 1.0)\n example: 0.35\n net_worth:\n type: number\n description: Total assets minus liabilities\n example: 45000.00\n total_cash:\n type: number\n description: Sum of depository balances\n example: 12500.00\n total_debt:\n type: number\n description: Sum of credit/loan balances\n example: 8500.00\n investment_value:\n type: number\n description: Investment account value\n example: 28000.00\n asset_value:\n type: number\n description: Other asset values\n example: 15000.00\n burn_rate:\n type: number\n description: Average daily spending\n example: 140.00\n runway_days:\n type: integer\n description: Days of expenses covered by cash\n example: 89\n safe_to_spend:\n type: number\n description: Estimated discretionary spending available\n example: 1800.00\n recurring_total:\n type: number\n description: Sum of recurring expenses\n example: 1250.00\n spending_by_category:\n type: array\n items:\n $ref: '#/components/schemas/CategorySpending'\n top_merchants:\n type: array\n items:\n $ref: '#/components/schemas/MerchantSpending'\n income_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: 0.05\n spending_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: -0.08\n created_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n\n CategorySpending:\n type: object\n properties:\n category:\n type: string\n example: FOOD_AND_DRINK\n amount:\n type: number\n example: 850.00\n percentage:\n type: number\n example: 20.2\n\n MerchantSpending:\n type: object\n properties:\n merchant:\n type: string\n example: Whole Foods\n amount:\n type: number\n example: 420.00\n count:\n type: integer\n example: 8\n\n Pagination:\n type: object\n properties:\n limit:\n type: integer\n description: Transactions per page\n example: 1000\n next_cursor:\n type: string\n nullable: true\n description: Token for next page (null if no more pages)\n example: eyJkYXRlIjoiMjAyNi0wMS0wMSIsImlkIjoiYWJjMTIzIn0\n\n RecurringStream:\n type: object\n properties:\n id:\n type: string\n format: uuid\n description: Unique stream identifier\n example: cb3daddd-1f82-43ed-ba9f-60ecf8c937e3\n stream_id:\n type: string\n description: External stream ID (from Plaid)\n example: LN053MyLw9H9MQ5ybwrJim1Kj495gbsJ98aeM\n account_id:\n type: string\n description: Account ID this stream belongs to\n example: Dpnjw06KAJHYVmr5jqejimy4nE0OQJczvD8KD\n stream_type:\n type: string\n enum: [inflow, outflow]\n description: Direction of recurring payment\n example: outflow\n merchant_name:\n type: string\n description: Merchant or payee name\n example: Ting\n description:\n type: string\n description: Transaction description pattern\n example: 'TING* INV#MI-4636263'\n category:\n type: object\n properties:\n primary:\n type: string\n example: RENT_AND_UTILITIES\n detailed:\n type: string\n example: RENT_AND_UTILITIES_TELEPHONE\n confidence_level:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, SEMI_MONTHLY, MONTHLY, ANNUALLY, UNKNOWN]\n description: Payment frequency\n example: MONTHLY\n average_amount:\n type: number\n description: Average transaction amount\n example: 118.98\n last_amount:\n type: number\n description: Most recent transaction amount\n example: 146.58\n is_active:\n type: boolean\n description: Whether stream is currently active\n example: true\n status:\n type: string\n enum: [MATURE, EARLY_DETECTION, TOMBSTONED]\n description: Detection status\n example: MATURE\n first_date:\n type: string\n format: date\n description: First detected transaction date\n example: '2025-07-15'\n last_date:\n type: string\n format: date\n description: Most recent transaction date\n example: '2025-09-15'\n next_date:\n type: string\n format: date\n description: Predicted next transaction date\n example: '2025-10-15'\n source:\n type: string\n enum: [plaid, user]\n description: How stream was detected\n example: plaid\n\n Error:\n type: object\n required:\n - error\n properties:\n error:\n type: string\n description: Human-readable error message\n example: Invalid API key.\n\n FinancialContext:\n type: object\n required:\n - version\n - updated_at\n - currency\n - status\n - transactions\n - recurring\n - budgets\n - goals\n - snapshots\n - liabilities\n - holdings\n - health\n properties:\n version:\n type: string\n enum: [v1]\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n currency:\n type: string\n enum: [USD]\n status:\n $ref: '#/components/schemas/FinancialContextStatus'\n transactions:\n $ref: '#/components/schemas/TransactionIndex'\n recurring:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextRecurring'\n budgets:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextBudget'\n goals:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextGoal'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextSnapshot'\n liabilities:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextLiability'\n holdings:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextHolding'\n health:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextHealth'\n - type: 'null'\n\n FinancialContextStatus:\n type: object\n required:\n - position\n - accounts\n properties:\n position:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextPosition'\n - type: 'null'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextAccount'\n\n FinancialContextPosition:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - investments\n - other_assets\n - total_assets\n properties:\n date:\n type: string\n format: date\n nullable: true\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n other_assets:\n type: number\n nullable: true\n total_assets:\n type: number\n nullable: true\n\n FinancialContextAccount:\n type: object\n required:\n - id\n - name\n - type\n - subtype\n - group\n - institution\n - mask\n - balance\n - available\n - currency\n - updated_at\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n subtype:\n type: string\n nullable: true\n group:\n type: string\n enum: [cash, debt, investments]\n nullable: true\n institution:\n type: string\n nullable: true\n mask:\n type: string\n nullable: true\n balance:\n type: number\n nullable: true\n available:\n type: number\n nullable: true\n currency:\n type: string\n nullable: true\n updated_at:\n type: string\n format: date-time\n nullable: true\n\n TransactionIndex:\n type: object\n required:\n - total\n - months\n properties:\n total:\n type: integer\n minimum: 0\n months:\n type: array\n items:\n type: object\n required:\n - month\n - count\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n count:\n type: integer\n minimum: 0\n\n TransactionMonth:\n type: object\n required:\n - month\n - start_date\n - end_date\n - count\n - items\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n start_date:\n type: string\n format: date\n end_date:\n type: string\n format: date\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n LatestTransactions:\n type: object\n required:\n - since\n - window_days\n - count\n - items\n properties:\n since:\n type: string\n format: date\n description: Inclusive lower bound for the latest transaction window\n window_days:\n type: integer\n enum: [10]\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n FinancialContextTransaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - merchant\n - name\n - category\n - subcategory\n - pending\n - currency\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n date:\n type: string\n format: date\n nullable: true\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n merchant:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n category:\n type: string\n nullable: true\n subcategory:\n type: string\n nullable: true\n pending:\n type: boolean\n nullable: true\n currency:\n type: string\n nullable: true\n\n FinancialContextRecurring:\n type: object\n required:\n - id\n - account_id\n - direction\n - frequency\n - status\n - merchant\n - amount\n - next_date\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n direction:\n type: string\n enum: [inflow, outflow]\n nullable: true\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUALLY]\n nullable: true\n status:\n type: string\n enum: [active, inactive, dismissed]\n nullable: true\n merchant:\n type: string\n nullable: true\n amount:\n type: number\n nullable: true\n next_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextBudget:\n type: object\n required:\n - id\n - name\n - type\n - period\n - status\n - amount\n - spent\n - remaining\n - used_percent\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [category, merchant]\n period:\n type: string\n enum: [weekly, biweekly, monthly]\n status:\n type: string\n enum: [under, warning, over]\n amount:\n type: number\n spent:\n type: number\n remaining:\n type: number\n used_percent:\n type: number\n\n FinancialContextGoal:\n type: object\n required:\n - id\n - name\n - category\n - status\n - target\n - current\n - progress_percent\n - target_date\n properties:\n id:\n type: string\n name:\n type: string\n category:\n type: string\n status:\n type: string\n enum: [not_started, in_progress, on_track, behind, completed]\n target:\n type: number\n current:\n type: number\n progress_percent:\n type: number\n target_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextSnapshot:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - income\n - expenses\n - cash_flow\n - savings_rate\n - investments\n - assets\n - health_score\n properties:\n date:\n type: string\n format: date\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n income:\n type: number\n nullable: true\n expenses:\n type: number\n nullable: true\n cash_flow:\n type: number\n nullable: true\n savings_rate:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n assets:\n type: number\n nullable: true\n health_score:\n type: number\n nullable: true\n\n FinancialContextLiability:\n type: object\n required:\n - account_id\n - type\n - balance\n - minimum_payment\n - due_date\n - interest_rate\n - rate_type\n - overdue\n properties:\n account_id:\n type: string\n nullable: true\n type:\n type: string\n enum: [credit, student, mortgage, other]\n nullable: true\n balance:\n type: number\n nullable: true\n minimum_payment:\n type: number\n nullable: true\n due_date:\n type: string\n format: date\n nullable: true\n interest_rate:\n type: number\n nullable: true\n rate_type:\n type: string\n enum: [fixed, variable]\n nullable: true\n overdue:\n type: boolean\n nullable: true\n\n FinancialContextHolding:\n type: object\n required:\n - account_id\n - symbol\n - name\n - type\n - quantity\n - value\n - cost_basis\n properties:\n account_id:\n type: string\n nullable: true\n symbol:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n type:\n type: string\n enum: [cash, derivative, equity, etf, fixed_income, mutual_fund, other]\n nullable: true\n quantity:\n type: number\n nullable: true\n value:\n type: number\n nullable: true\n cost_basis:\n type: number\n nullable: true\n\n FinancialContextHealth:\n type: object\n required:\n - score\n - label\n - level\n - summary\n - data_completeness\n - pillars\n properties:\n score:\n type: number\n label:\n type: string\n enum: [Needs Attention, Good, Strong]\n level:\n type: string\n enum: [critical, poor, fair, good, strong]\n summary:\n type: string\n data_completeness:\n type: number\n pillars:\n oneOf:\n - type: object\n required:\n - spend\n - save\n - borrow\n - build\n properties:\n spend:\n type: number\n nullable: true\n save:\n type: number\n nullable: true\n borrow:\n type: number\n nullable: true\n build:\n type: number\n nullable: true\n - type: 'null'\n\n FinancialContextMeta:\n type: object\n required:\n - version\n - user_id\n - context_id\n - generated_at\n - updated_at\n - content_hash\n - byte_length\n - counts\n properties:\n version:\n type: string\n enum: [v1]\n user_id:\n type: string\n context_id:\n type: string\n generated_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n content_hash:\n type: string\n description: Opaque artifact version token and ETag value. This is the only public artifact version token.\n byte_length:\n type: integer\n minimum: 0\n counts:\n type: object\n required:\n - accounts\n - transaction_months\n - transactions\n - snapshots\n properties:\n accounts:\n type: integer\n minimum: 0\n transaction_months:\n type: integer\n minimum: 0\n transactions:\n type: integer\n minimum: 0\n snapshots:\n type: integer\n minimum: 0\n\ntags:\n - name: Export\n description: Export financial data as structured JSON\n";
1
+ export declare const baseOpenApiYaml = "openapi: 3.1.0\ninfo:\n title: Warm API\n description: |\n Read your financial context or invoke supported Warm actions through a compact operation catalog.\n\n ## Authentication\n All requests use `Authorization: Bearer`. API keys are created for either read-only context\n access or automation access in Settings on paid Warm plans.\n\n Read/export routes accept `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`.\n Automation routes require an automation key (`warm_auto_...`) and do not accept access tokens.\n\n Unauthenticated responses include `WWW-Authenticate` guidance and protected resource metadata.\n\n ## Rate Limits\n - Context keys: 200 requests per hour per key\n - Automation keys: 500 requests per hour per key\n - Rate limit headers included in authenticated responses\n - `/api/export` supports dataset-scoped delta sync with `since` and publishes edge-cache metadata headers\n version: '2.0.0'\n contact:\n name: Warm Support\n url: https://warm.io/support\n license:\n name: Proprietary\n url: https://warm.io/terms\n\nservers:\n - url: https://app.warm.io\n description: Production\n\nsecurity:\n - BearerAuth: []\n\npaths:\n /api/verify:\n get:\n operationId: verifyApiAccess\n summary: Verify API credentials\n description: |\n Validate a Warm API key or signed-in user access token against the public verification route.\n\n This endpoint is the canonical readiness check for public API clients and discovery tools.\n tags:\n - Verification\n responses:\n '200':\n description: Credentials are valid and the caller has API access\n content:\n application/json:\n schema:\n type: object\n required:\n - status\n - valid\n - auth\n properties:\n status:\n type: string\n enum: [ok]\n valid:\n type: boolean\n auth:\n type: string\n description: Auth method used to satisfy verification\n audience:\n type: string\n enum: [context, automation, oauth]\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/export:\n get:\n operationId: getDatasetExport\n summary: Get a typed dataset export\n description: |\n Fetch a canonical financial dataset export from the unified `/api/export` surface.\n\n Use `dataset=transactions` for paginated transaction history. Other datasets return\n a typed JSON object keyed by the dataset name or retained public alias.\n\n Preferred dataset names are `accounts`, `transactions`, `snapshots`, `recurring`,\n `budgets`, `goals`, `health`, `liabilities`, and `holdings`.\n tags:\n - Export\n parameters:\n - name: dataset\n in: query\n description: Dataset identifier or retained public alias\n required: true\n schema:\n type: string\n enum:\n - accounts\n - transactions\n - snapshots\n - recurring\n - budgets\n - goals\n - health\n - liabilities\n - holdings\n - name: since\n in: query\n description: ISO timestamp for incremental exports\n required: false\n schema:\n type: string\n format: date-time\n - name: last_knowledge\n in: query\n description: Legacy alias for `since`\n required: false\n schema:\n type: string\n format: date-time\n - name: limit\n in: query\n description: Maximum transactions per page when `dataset=transactions`\n required: false\n schema:\n type: integer\n minimum: 1\n maximum: 1000\n - name: cursor\n in: query\n description: Pagination token from `pagination.next_cursor` when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: accountId\n in: query\n description: Optional account filter when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: search\n in: query\n description: Optional merchant or description search filter when `dataset=transactions`\n required: false\n schema:\n type: string\n minLength: 1\n maxLength: 120\n responses:\n '200':\n description: Successful dataset export\n content:\n application/json:\n schema:\n type: object\n description: Dataset-shaped JSON response keyed by the requested dataset\n properties:\n generated_at:\n type: string\n format: date-time\n next_knowledge:\n type: string\n format: date-time\n nullable: true\n pagination:\n $ref: '#/components/schemas/Pagination'\n additionalProperties: true\n '400':\n description: Invalid query parameters\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context:\n get:\n operationId: getFinancialContext\n summary: Get compact financial context\n description: |\n Fetch the current compact FinancialContext artifact for the authenticated user.\n\n This response does not include transaction items. Use\n `/api/financial-context/transactions` for month-addressed transaction pages or the\n fixed 10-day latest transaction window.\n tags:\n - Export\n responses:\n '200':\n description: Compact FinancialContext artifact\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContext'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/transactions:\n get:\n operationId: getFinancialContextTransactions\n summary: Get financial-context transactions\n description: |\n Fetch one transaction month or the fixed 10-day latest transaction window from the\n current financial-context artifact.\n\n The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.\n Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool\n accepts one required `period` string: `latest` for the fixed latest window or `YYYY-MM`\n for a month. It does not accept cursor, search, or `last_knowledge`.\n Transaction amounts use the Warm/Plaid sign convention:\n positive = expense/debit, negative = income/credit.\n\n A well-formed month inside the covered range with no matching items returns `200` with\n `count: 0` and `items: []`. Months before the earliest indexed month or after the latest\n covered month return `404`.\n tags:\n - Export\n parameters:\n - name: month\n in: query\n description: Transaction month selector in YYYY-MM format. Mutually exclusive with `latest`.\n required: false\n schema:\n type: string\n pattern: '^\\d{4}-(0[1-9]|1[0-2])$'\n example: '2026-07'\n - name: latest\n in: query\n description: Set to `1` for the fixed 10-day latest transaction window.\n required: false\n schema:\n type: string\n enum: ['1']\n responses:\n '200':\n description: Transaction month page or latest transaction window\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n oneOf:\n - $ref: '#/components/schemas/TransactionMonth'\n - $ref: '#/components/schemas/LatestTransactions'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '400':\n description: Missing selectors, mutually exclusive selectors, malformed `month`, or `latest` other than `1`\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/meta:\n get:\n operationId: getFinancialContextMeta\n summary: Get financial-context metadata\n description: |\n Fetch operational metadata for the current financial-context artifact, including the\n content hash used as the ETag, byte length, row counts, and freshness timestamps.\n `content_hash` is the public artifact version token; this metadata does not expose a\n public `data_version`.\n tags:\n - Export\n responses:\n '200':\n description: Financial-context metadata\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContextMeta'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/automation/operations/search:\n post:\n operationId: searchOperations\n summary: Search supported automation operations\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: false\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n properties:\n query:\n type: string\n maxLength: 200\n responses:\n '200':\n description: Matching operations\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operations]\n properties:\n operations:\n type: array\n items:\n $ref: '#/components/schemas/AutomationOperation'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '400':\n $ref: '#/components/responses/BadRequest'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/describe:\n post:\n operationId: describeOperation\n summary: Describe one operation and request owner approval when required\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationRequest'\n responses:\n '200':\n description: Operation schema and optional pending owner approval\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operation]\n properties:\n operation:\n allOf:\n - $ref: '#/components/schemas/AutomationOperation'\n - type: object\n properties:\n input_schema:\n type: object\n approval:\n type: object\n additionalProperties: false\n required: [id, status, approval_url, expires_at]\n properties:\n id: { type: string, format: uuid }\n status: { type: string, enum: [pending] }\n approval_url: { type: string, format: uri }\n expires_at: { type: string, format: date-time }\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/invoke:\n post:\n operationId: invokeOperation\n summary: Invoke one supported operation\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationInvokeRequest'\n responses:\n '200':\n description: Wrapped response from the invoked operation\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/AutomationInvocationResponse'\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '409':\n description: Owner approval is required, invalid, expired, or already used\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\ncomponents:\n securitySchemes:\n BearerAuth:\n type: http\n scheme: bearer\n description: 'Read/export format: `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`'\n AutomationKeyAuth:\n type: http\n scheme: bearer\n description: 'Automation format: `Authorization: Bearer warm_auto_...`'\n\n headers:\n ETag:\n description: Quoted content hash for If-None-Match revalidation\n schema:\n type: string\n example: '\"7b6f9d4c...\"'\n PrivateNoStore:\n description: Private financial responses are not stored by browsers or shared caches\n schema:\n type: string\n example: private, no-store\n\n responses:\n BadRequest:\n description: The request body or operation input is invalid\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Unauthorized:\n description: Missing or invalid credentials\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Forbidden:\n description: The caller is authenticated but does not have API access\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n NotFound:\n description: The requested operation does not exist\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n InternalError:\n description: The request could not be completed safely\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n PayloadTooLarge:\n description: The response would exceed the public API response-size limit\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n RateLimited:\n description: Hourly per-credential rate limit exceeded\n headers:\n Retry-After:\n description: Seconds until the rate-limit window resets\n schema:\n type: integer\n example: 3600\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n\n schemas:\n AutomationOperation:\n type: object\n additionalProperties: false\n required: [operation_id, summary, description, method, path, risk, confirmation_required]\n properties:\n operation_id: { type: string }\n summary: { type: string }\n description: { type: string }\n method: { type: string, enum: [GET, POST, PATCH, PUT, DELETE] }\n path: { type: string }\n risk:\n type: array\n items: { type: string, enum: [read, write, destructive, external_effect] }\n confirmation_required: { type: boolean }\n OperationRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n OperationInvokeRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n approval_id:\n type: string\n format: uuid\n description: Matching owner approval required for every write operation\n OperationInput:\n type: object\n additionalProperties: false\n properties:\n params: { type: object, additionalProperties: { type: string } }\n body: { type: object, additionalProperties: true }\n AutomationInvocationResponse:\n type: object\n additionalProperties: false\n required: [body, headers, operation_id, status]\n properties:\n body: {}\n headers:\n type: object\n additionalProperties: { type: string }\n operation_id: { type: string }\n status: { type: integer, minimum: 100, maximum: 599 }\n ExportResponse:\n type: object\n required:\n - schema_version\n - generated_at\n - user_id\n - data_version\n - next_knowledge\n - accounts\n - transactions\n - snapshots\n - pagination\n properties:\n schema_version:\n type: string\n description: API schema version\n example: v1\n generated_at:\n type: string\n format: date-time\n description: Response generation timestamp\n example: '2026-01-10T15:30:00Z'\n user_id:\n type: string\n format: uuid\n description: Your user ID\n example: a1b2c3d4-e5f6-7890-abcd-ef1234567890\n data_version:\n type: integer\n description: Monotonic version number (increments on data changes)\n example: 42\n next_knowledge:\n type: string\n format: date-time\n description: Use as `last_knowledge` in next request for delta sync\n example: '2026-01-10T15:30:00Z'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/Account'\n transactions:\n type: array\n items:\n $ref: '#/components/schemas/Transaction'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/Snapshot'\n pagination:\n $ref: '#/components/schemas/Pagination'\n\n Account:\n type: object\n required:\n - id\n - name\n - type\n - current_balance\n - iso_currency_code\n - is_active\n properties:\n id:\n type: string\n format: uuid\n description: Unique account identifier\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n account_id:\n type: string\n description: External account ID (from Plaid)\n example: plaid_acc_ABC123xyz\n name:\n type: string\n description: Display name with masked account number\n example: 'Checking ****1234'\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n description: Account type\n example: depository\n subtype:\n type: string\n description: Specific subtype\n example: checking\n enum:\n - checking\n - savings\n - money market\n - cd\n - credit card\n - mortgage\n - student\n - auto\n - 401k\n - ira\n - brokerage\n - other\n current_balance:\n type: number\n description: Current balance (positive for assets)\n example: 5420.50\n available_balance:\n type: number\n nullable: true\n description: Available balance (may differ from current)\n example: 5320.50\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n mask:\n type: string\n description: Last 4 digits of account number\n example: '1234'\n is_active:\n type: boolean\n description: Whether account is actively syncing\n example: true\n created_at:\n type: string\n format: date-time\n example: '2025-06-15T10:00:00Z'\n updated_at:\n type: string\n format: date-time\n example: '2026-01-10T12:00:00Z'\n\n Transaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - name\n - primary_category\n - detailed_category\n - pending\n - iso_currency_code\n properties:\n id:\n type: string\n format: uuid\n description: Unique transaction identifier\n example: txn_9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d\n transaction_id:\n type: string\n description: External transaction ID (from Plaid)\n example: plaid_txn_XYZ789abc\n account_id:\n type: string\n format: uuid\n description: Parent account ID\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n date:\n type: string\n format: date\n description: Posted date\n example: '2026-01-09'\n authorized_date:\n type: string\n format: date\n nullable: true\n description: Authorization date (if different)\n example: '2026-01-08'\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n example: 42.50\n name:\n type: string\n description: Raw transaction description from bank\n example: 'TRADER JOES #123 SAN FRANCISCO'\n merchant_name:\n type: string\n nullable: true\n description: Cleaned merchant name\n example: \"Trader Joe's\"\n merchant_entity_id:\n type: string\n nullable: true\n description: Unique merchant identifier\n example: eyg8o776k0QmNgVpAmaQj4WgzW9Qzo6O51gdd\n logo:\n type: string\n format: uri\n nullable: true\n description: URL to merchant logo\n example: https://plaid-merchant-logos.plaid.com/trader_joes.png\n primary_category:\n type: string\n description: High-level category\n example: FOOD_AND_DRINK\n enum:\n - INCOME\n - TRANSFER_IN\n - TRANSFER_OUT\n - LOAN_PAYMENTS\n - BANK_FEES\n - ENTERTAINMENT\n - FOOD_AND_DRINK\n - GENERAL_MERCHANDISE\n - HOME_IMPROVEMENT\n - MEDICAL\n - PERSONAL_CARE\n - GENERAL_SERVICES\n - GOVERNMENT_AND_NON_PROFIT\n - TRANSPORTATION\n - TRAVEL\n - RENT_AND_UTILITIES\n detailed_category:\n type: string\n description: Specific category\n example: FOOD_AND_DRINK_GROCERIES\n category_confidence:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n description: Category confidence level\n example: VERY_HIGH\n payment_channel:\n type: string\n enum: [in_store, online, other]\n description: How payment was made\n example: in_store\n pending:\n type: boolean\n description: Whether transaction is still pending\n example: false\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n location:\n $ref: '#/components/schemas/Location'\n created_at:\n type: string\n format: date-time\n example: '2026-01-09T18:30:00Z'\n\n Location:\n type: object\n nullable: true\n properties:\n city:\n type: string\n nullable: true\n example: San Francisco\n region:\n type: string\n nullable: true\n example: CA\n postal_code:\n type: string\n nullable: true\n example: '94110'\n country:\n type: string\n nullable: true\n example: US\n\n Snapshot:\n type: object\n required:\n - id\n - period_type\n - period_start\n - period_end\n - snapshot_date\n properties:\n id:\n type: string\n format: uuid\n description: Unique snapshot identifier\n example: snap_1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d\n period_type:\n type: string\n enum: [daily, weekly, monthly]\n description: Period granularity\n example: daily\n period_start:\n type: string\n format: date\n description: Period start date\n example: '2026-01-01'\n period_end:\n type: string\n format: date\n description: Period end date\n example: '2026-01-31'\n snapshot_date:\n type: string\n format: date\n description: When snapshot was taken\n example: '2026-01-10'\n income:\n type: number\n description: Total income for period\n example: 6500.00\n expenses:\n type: number\n description: Total expenses for period\n example: 4200.00\n net_cash_flow:\n type: number\n description: Income minus expenses\n example: 2300.00\n savings_rate:\n type: number\n description: Percentage saved (0.0 to 1.0)\n example: 0.35\n net_worth:\n type: number\n description: Total assets minus liabilities\n example: 45000.00\n total_cash:\n type: number\n description: Sum of depository balances\n example: 12500.00\n total_debt:\n type: number\n description: Sum of credit/loan balances\n example: 8500.00\n investment_value:\n type: number\n description: Investment account value\n example: 28000.00\n asset_value:\n type: number\n description: Other asset values\n example: 15000.00\n burn_rate:\n type: number\n description: Average daily spending\n example: 140.00\n runway_days:\n type: integer\n description: Days of expenses covered by cash\n example: 89\n safe_to_spend:\n type: number\n description: Estimated discretionary spending available\n example: 1800.00\n recurring_total:\n type: number\n description: Sum of recurring expenses\n example: 1250.00\n spending_by_category:\n type: array\n items:\n $ref: '#/components/schemas/CategorySpending'\n top_merchants:\n type: array\n items:\n $ref: '#/components/schemas/MerchantSpending'\n income_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: 0.05\n spending_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: -0.08\n created_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n\n CategorySpending:\n type: object\n properties:\n category:\n type: string\n example: FOOD_AND_DRINK\n amount:\n type: number\n example: 850.00\n percentage:\n type: number\n example: 20.2\n\n MerchantSpending:\n type: object\n properties:\n merchant:\n type: string\n example: Whole Foods\n amount:\n type: number\n example: 420.00\n count:\n type: integer\n example: 8\n\n Pagination:\n type: object\n properties:\n limit:\n type: integer\n description: Transactions per page\n example: 1000\n next_cursor:\n type: string\n nullable: true\n description: Token for next page (null if no more pages)\n example: eyJkYXRlIjoiMjAyNi0wMS0wMSIsImlkIjoiYWJjMTIzIn0\n\n RecurringStream:\n type: object\n properties:\n id:\n type: string\n format: uuid\n description: Unique stream identifier\n example: cb3daddd-1f82-43ed-ba9f-60ecf8c937e3\n stream_id:\n type: string\n description: External stream ID (from Plaid)\n example: LN053MyLw9H9MQ5ybwrJim1Kj495gbsJ98aeM\n account_id:\n type: string\n description: Account ID this stream belongs to\n example: Dpnjw06KAJHYVmr5jqejimy4nE0OQJczvD8KD\n stream_type:\n type: string\n enum: [inflow, outflow]\n description: Direction of recurring payment\n example: outflow\n merchant_name:\n type: string\n description: Merchant or payee name\n example: Ting\n description:\n type: string\n description: Transaction description pattern\n example: 'TING* INV#MI-4636263'\n category:\n type: object\n properties:\n primary:\n type: string\n example: RENT_AND_UTILITIES\n detailed:\n type: string\n example: RENT_AND_UTILITIES_TELEPHONE\n confidence_level:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, SEMI_MONTHLY, MONTHLY, ANNUALLY, UNKNOWN]\n description: Payment frequency\n example: MONTHLY\n average_amount:\n type: number\n description: Average transaction amount\n example: 118.98\n last_amount:\n type: number\n description: Most recent transaction amount\n example: 146.58\n is_active:\n type: boolean\n description: Whether stream is currently active\n example: true\n status:\n type: string\n enum: [MATURE, EARLY_DETECTION, TOMBSTONED]\n description: Detection status\n example: MATURE\n first_date:\n type: string\n format: date\n description: First detected transaction date\n example: '2025-07-15'\n last_date:\n type: string\n format: date\n description: Most recent transaction date\n example: '2025-09-15'\n next_date:\n type: string\n format: date\n description: Predicted next transaction date\n example: '2025-10-15'\n source:\n type: string\n enum: [plaid, user]\n description: How stream was detected\n example: plaid\n\n Error:\n type: object\n required:\n - error\n properties:\n error:\n type: string\n description: Human-readable error message\n example: Invalid API key.\n\n FinancialContext:\n type: object\n required:\n - version\n - updated_at\n - currency\n - status\n - transactions\n - recurring\n - budgets\n - goals\n - snapshots\n - liabilities\n - holdings\n - health\n properties:\n version:\n type: string\n enum: [v1]\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n currency:\n type: string\n enum: [USD]\n status:\n $ref: '#/components/schemas/FinancialContextStatus'\n transactions:\n $ref: '#/components/schemas/TransactionIndex'\n recurring:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextRecurring'\n budgets:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextBudget'\n goals:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextGoal'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextSnapshot'\n liabilities:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextLiability'\n holdings:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextHolding'\n health:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextHealth'\n - type: 'null'\n\n FinancialContextStatus:\n type: object\n required:\n - position\n - accounts\n properties:\n position:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextPosition'\n - type: 'null'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextAccount'\n\n FinancialContextPosition:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - investments\n - other_assets\n - total_assets\n properties:\n date:\n type: string\n format: date\n nullable: true\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n other_assets:\n type: number\n nullable: true\n total_assets:\n type: number\n nullable: true\n\n FinancialContextAccount:\n type: object\n required:\n - id\n - name\n - type\n - subtype\n - group\n - institution\n - mask\n - balance\n - available\n - currency\n - updated_at\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n subtype:\n type: string\n nullable: true\n group:\n type: string\n enum: [cash, debt, investments]\n nullable: true\n institution:\n type: string\n nullable: true\n mask:\n type: string\n nullable: true\n balance:\n type: number\n nullable: true\n available:\n type: number\n nullable: true\n currency:\n type: string\n nullable: true\n updated_at:\n type: string\n format: date-time\n nullable: true\n\n TransactionIndex:\n type: object\n required:\n - total\n - months\n properties:\n total:\n type: integer\n minimum: 0\n months:\n type: array\n items:\n type: object\n required:\n - month\n - count\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n count:\n type: integer\n minimum: 0\n\n TransactionMonth:\n type: object\n required:\n - month\n - start_date\n - end_date\n - count\n - items\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n start_date:\n type: string\n format: date\n end_date:\n type: string\n format: date\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n LatestTransactions:\n type: object\n required:\n - since\n - window_days\n - count\n - items\n properties:\n since:\n type: string\n format: date\n description: Inclusive lower bound for the latest transaction window\n window_days:\n type: integer\n enum: [10]\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n FinancialContextTransaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - merchant\n - name\n - category\n - subcategory\n - pending\n - currency\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n date:\n type: string\n format: date\n nullable: true\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n merchant:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n category:\n type: string\n nullable: true\n subcategory:\n type: string\n nullable: true\n pending:\n type: boolean\n nullable: true\n currency:\n type: string\n nullable: true\n\n FinancialContextRecurring:\n type: object\n required:\n - id\n - account_id\n - direction\n - frequency\n - status\n - merchant\n - amount\n - next_date\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n direction:\n type: string\n enum: [inflow, outflow]\n nullable: true\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUALLY]\n nullable: true\n status:\n type: string\n enum: [active, inactive, dismissed]\n nullable: true\n merchant:\n type: string\n nullable: true\n amount:\n type: number\n nullable: true\n next_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextBudget:\n type: object\n required:\n - id\n - name\n - type\n - period\n - status\n - amount\n - spent\n - remaining\n - used_percent\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [category, merchant]\n period:\n type: string\n enum: [weekly, biweekly, monthly]\n status:\n type: string\n enum: [under, warning, over]\n amount:\n type: number\n spent:\n type: number\n remaining:\n type: number\n used_percent:\n type: number\n\n FinancialContextGoal:\n type: object\n required:\n - id\n - name\n - category\n - status\n - target\n - current\n - progress_percent\n - target_date\n properties:\n id:\n type: string\n name:\n type: string\n category:\n type: string\n status:\n type: string\n enum: [not_started, in_progress, on_track, behind, completed]\n target:\n type: number\n current:\n type: number\n progress_percent:\n type: number\n target_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextSnapshot:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - income\n - expenses\n - cash_flow\n - savings_rate\n - investments\n - assets\n - health_score\n properties:\n date:\n type: string\n format: date\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n income:\n type: number\n nullable: true\n expenses:\n type: number\n nullable: true\n cash_flow:\n type: number\n nullable: true\n savings_rate:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n assets:\n type: number\n nullable: true\n health_score:\n type: number\n nullable: true\n\n FinancialContextLiability:\n type: object\n required:\n - account_id\n - type\n - balance\n - minimum_payment\n - due_date\n - interest_rate\n - rate_type\n - overdue\n properties:\n account_id:\n type: string\n nullable: true\n type:\n type: string\n enum: [credit, student, mortgage, other]\n nullable: true\n balance:\n type: number\n nullable: true\n minimum_payment:\n type: number\n nullable: true\n due_date:\n type: string\n format: date\n nullable: true\n interest_rate:\n type: number\n nullable: true\n rate_type:\n type: string\n enum: [fixed, variable]\n nullable: true\n overdue:\n type: boolean\n nullable: true\n\n FinancialContextHolding:\n type: object\n required:\n - account_id\n - symbol\n - name\n - type\n - quantity\n - value\n - cost_basis\n properties:\n account_id:\n type: string\n nullable: true\n symbol:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n type:\n type: string\n enum: [cash, derivative, equity, etf, fixed_income, mutual_fund, other]\n nullable: true\n quantity:\n type: number\n nullable: true\n value:\n type: number\n nullable: true\n cost_basis:\n type: number\n nullable: true\n\n FinancialContextHealth:\n type: object\n required:\n - score\n - label\n - level\n - summary\n - data_completeness\n - pillars\n properties:\n score:\n type: number\n label:\n type: string\n enum: [Needs Attention, Good, Strong]\n level:\n type: string\n enum: [critical, poor, fair, good, strong]\n summary:\n type: string\n data_completeness:\n type: number\n pillars:\n oneOf:\n - type: object\n required:\n - spend\n - save\n - borrow\n - build\n properties:\n spend:\n type: number\n nullable: true\n save:\n type: number\n nullable: true\n borrow:\n type: number\n nullable: true\n build:\n type: number\n nullable: true\n - type: 'null'\n\n FinancialContextMeta:\n type: object\n required:\n - version\n - user_id\n - context_id\n - generated_at\n - updated_at\n - content_hash\n - byte_length\n - counts\n properties:\n version:\n type: string\n enum: [v1]\n user_id:\n type: string\n context_id:\n type: string\n generated_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n content_hash:\n type: string\n description: Opaque artifact version token and ETag value. This is the only public artifact version token.\n byte_length:\n type: integer\n minimum: 0\n counts:\n type: object\n required:\n - accounts\n - transaction_months\n - transactions\n - snapshots\n properties:\n accounts:\n type: integer\n minimum: 0\n transaction_months:\n type: integer\n minimum: 0\n transactions:\n type: integer\n minimum: 0\n snapshots:\n type: integer\n minimum: 0\n\ntags:\n - name: Export\n description: Export financial data as structured JSON\n";
2
2
  //# sourceMappingURL=base-openapi.d.ts.map
package/dist/generated/base-openapi.d.ts.map CHANGED
@@ -1 +1 @@
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- {"version":3,"file":"base-openapi.d.ts","sourceRoot":"","sources":["../../src/generated/base-openapi.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,eAAe,yy/CAAyy/C,CAAC"}
1
+ {"version":3,"file":"base-openapi.d.ts","sourceRoot":"","sources":["../../src/generated/base-openapi.ts"],"names":[],"mappings":"AACA,eAAO,MAAM,eAAe,2y/CAA2y/C,CAAC"}
package/dist/generated/base-openapi.js CHANGED
@@ -1,3 +1,3 @@
1
1
  // Generated by tools/tasks/generate-openapi-base.mts. Do not edit.
2
- export const baseOpenApiYaml = "openapi: 3.1.0\ninfo:\n title: Warm API\n description: |\n Read your financial context or invoke supported Warm actions through a compact operation catalog.\n\n ## Authentication\n All requests use `Authorization: Bearer`. API keys are created for either read-only context\n access or automation access in Settings on paid Warm plans.\n\n Read/export routes accept `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`.\n Automation routes require an automation key (`warm_auto_...`) and do not accept access tokens.\n\n Unauthenticated responses include `WWW-Authenticate` guidance and protected resource metadata.\n\n ## Rate Limits\n - Context keys: 200 requests per hour per key\n - Automation keys: 500 requests per hour per key\n - Rate limit headers included in authenticated responses\n - `/api/export` supports dataset-scoped delta sync with `since` and publishes edge-cache metadata headers\n version: '2.0.0'\n contact:\n name: Warm Support\n url: https://warm.io/support\n license:\n name: Proprietary\n url: https://warm.io/terms\n\nservers:\n - url: https://app.warm.io\n description: Production\n\nsecurity:\n - BearerAuth: []\n\npaths:\n /api/verify:\n get:\n operationId: verifyApiAccess\n summary: Verify API credentials\n description: |\n Validate a Warm API key or signed-in user access token against the public verification route.\n\n This endpoint is the canonical readiness check for public API clients and discovery tools.\n tags:\n - Verification\n responses:\n '200':\n description: Credentials are valid and the caller has API access\n content:\n application/json:\n schema:\n type: object\n required:\n - status\n - valid\n - auth\n properties:\n status:\n type: string\n enum: [ok]\n valid:\n type: boolean\n auth:\n type: string\n description: Auth method used to satisfy verification\n audience:\n type: string\n enum: [context, automation, oauth]\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/export:\n get:\n operationId: getDatasetExport\n summary: Get a typed dataset export\n description: |\n Fetch a canonical financial dataset export from the unified `/api/export` surface.\n\n Use `dataset=transactions` for paginated transaction history. Other datasets return\n a typed JSON object keyed by the dataset name or retained public alias.\n\n Preferred dataset names are `accounts`, `transactions`, `snapshots`, `recurring`,\n `budgets`, `goals`, `health`, `liabilities`, and `holdings`.\n tags:\n - Export\n parameters:\n - name: dataset\n in: query\n description: Dataset identifier or retained public alias\n required: true\n schema:\n type: string\n enum:\n - accounts\n - transactions\n - snapshots\n - recurring\n - budgets\n - goals\n - health\n - liabilities\n - holdings\n - name: since\n in: query\n description: ISO timestamp for incremental exports\n required: false\n schema:\n type: string\n format: date-time\n - name: last_knowledge\n in: query\n description: Legacy alias for `since`\n required: false\n schema:\n type: string\n format: date-time\n - name: limit\n in: query\n description: Maximum transactions per page when `dataset=transactions`\n required: false\n schema:\n type: integer\n minimum: 1\n maximum: 1000\n - name: cursor\n in: query\n description: Pagination token from `pagination.next_cursor` when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: accountId\n in: query\n description: Optional account filter when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: search\n in: query\n description: Optional merchant or description search filter when `dataset=transactions`\n required: false\n schema:\n type: string\n minLength: 1\n maxLength: 120\n responses:\n '200':\n description: Successful dataset export\n content:\n application/json:\n schema:\n type: object\n description: Dataset-shaped JSON response keyed by the requested dataset\n properties:\n generated_at:\n type: string\n format: date-time\n next_knowledge:\n type: string\n format: date-time\n nullable: true\n pagination:\n $ref: '#/components/schemas/Pagination'\n additionalProperties: true\n '400':\n description: Invalid query parameters\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context:\n get:\n operationId: getFinancialContext\n summary: Get compact financial context\n description: |\n Fetch the current compact FinancialContext artifact for the authenticated user.\n\n This response does not include transaction items. Use\n `/api/financial-context/transactions` for month-addressed transaction pages or the\n fixed 10-day latest transaction window.\n tags:\n - Export\n responses:\n '200':\n description: Compact FinancialContext artifact\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContext'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/transactions:\n get:\n operationId: getFinancialContextTransactions\n summary: Get financial-context transactions\n description: |\n Fetch one transaction month or the fixed 10-day latest transaction window from the\n current financial-context artifact.\n\n The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.\n Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool\n maps bare calls to the fixed latest window and accepts only `month` (`YYYY-MM`) or\n `latest: true`; it does not accept cursor, search, or `last_knowledge`.\n Transaction amounts use the Warm/Plaid sign convention:\n positive = expense/debit, negative = income/credit.\n\n A well-formed month inside the covered range with no matching items returns `200` with\n `count: 0` and `items: []`. Months before the earliest indexed month or after the latest\n covered month return `404`.\n tags:\n - Export\n parameters:\n - name: month\n in: query\n description: Transaction month selector in YYYY-MM format. Mutually exclusive with `latest`.\n required: false\n schema:\n type: string\n pattern: '^\\d{4}-(0[1-9]|1[0-2])$'\n example: '2026-07'\n - name: latest\n in: query\n description: Set to `1` for the fixed 10-day latest transaction window.\n required: false\n schema:\n type: string\n enum: ['1']\n responses:\n '200':\n description: Transaction month page or latest transaction window\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n oneOf:\n - $ref: '#/components/schemas/TransactionMonth'\n - $ref: '#/components/schemas/LatestTransactions'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '400':\n description: Missing selectors, mutually exclusive selectors, malformed `month`, or `latest` other than `1`\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/meta:\n get:\n operationId: getFinancialContextMeta\n summary: Get financial-context metadata\n description: |\n Fetch operational metadata for the current financial-context artifact, including the\n content hash used as the ETag, byte length, row counts, and freshness timestamps.\n `content_hash` is the public artifact version token; this metadata does not expose a\n public `data_version`.\n tags:\n - Export\n responses:\n '200':\n description: Financial-context metadata\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContextMeta'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/automation/operations/search:\n post:\n operationId: searchOperations\n summary: Search supported automation operations\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: false\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n properties:\n query:\n type: string\n maxLength: 200\n responses:\n '200':\n description: Matching operations\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operations]\n properties:\n operations:\n type: array\n items:\n $ref: '#/components/schemas/AutomationOperation'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '400':\n $ref: '#/components/responses/BadRequest'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/describe:\n post:\n operationId: describeOperation\n summary: Describe one operation and request owner approval when required\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationRequest'\n responses:\n '200':\n description: Operation schema and optional pending owner approval\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operation]\n properties:\n operation:\n allOf:\n - $ref: '#/components/schemas/AutomationOperation'\n - type: object\n properties:\n input_schema:\n type: object\n approval:\n type: object\n additionalProperties: false\n required: [id, status, approval_url, expires_at]\n properties:\n id: { type: string, format: uuid }\n status: { type: string, enum: [pending] }\n approval_url: { type: string, format: uri }\n expires_at: { type: string, format: date-time }\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/invoke:\n post:\n operationId: invokeOperation\n summary: Invoke one supported operation\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationInvokeRequest'\n responses:\n '200':\n description: Wrapped response from the invoked operation\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/AutomationInvocationResponse'\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '409':\n description: Owner approval is required, invalid, expired, or already used\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\ncomponents:\n securitySchemes:\n BearerAuth:\n type: http\n scheme: bearer\n description: 'Read/export format: `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`'\n AutomationKeyAuth:\n type: http\n scheme: bearer\n description: 'Automation format: `Authorization: Bearer warm_auto_...`'\n\n headers:\n ETag:\n description: Quoted content hash for If-None-Match revalidation\n schema:\n type: string\n example: '\"7b6f9d4c...\"'\n PrivateNoStore:\n description: Private financial responses are not stored by browsers or shared caches\n schema:\n type: string\n example: private, no-store\n\n responses:\n BadRequest:\n description: The request body or operation input is invalid\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Unauthorized:\n description: Missing or invalid credentials\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Forbidden:\n description: The caller is authenticated but does not have API access\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n NotFound:\n description: The requested operation does not exist\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n InternalError:\n description: The request could not be completed safely\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n PayloadTooLarge:\n description: The response would exceed the public API response-size limit\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n RateLimited:\n description: Hourly per-credential rate limit exceeded\n headers:\n Retry-After:\n description: Seconds until the rate-limit window resets\n schema:\n type: integer\n example: 3600\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n\n schemas:\n AutomationOperation:\n type: object\n additionalProperties: false\n required: [operation_id, summary, description, method, path, risk, confirmation_required]\n properties:\n operation_id: { type: string }\n summary: { type: string }\n description: { type: string }\n method: { type: string, enum: [GET, POST, PATCH, PUT, DELETE] }\n path: { type: string }\n risk:\n type: array\n items: { type: string, enum: [read, write, destructive, external_effect] }\n confirmation_required: { type: boolean }\n OperationRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n OperationInvokeRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n approval_id:\n type: string\n format: uuid\n description: Matching owner approval required for every write operation\n OperationInput:\n type: object\n additionalProperties: false\n properties:\n params: { type: object, additionalProperties: { type: string } }\n body: { type: object, additionalProperties: true }\n AutomationInvocationResponse:\n type: object\n additionalProperties: false\n required: [body, headers, operation_id, status]\n properties:\n body: {}\n headers:\n type: object\n additionalProperties: { type: string }\n operation_id: { type: string }\n status: { type: integer, minimum: 100, maximum: 599 }\n ExportResponse:\n type: object\n required:\n - schema_version\n - generated_at\n - user_id\n - data_version\n - next_knowledge\n - accounts\n - transactions\n - snapshots\n - pagination\n properties:\n schema_version:\n type: string\n description: API schema version\n example: v1\n generated_at:\n type: string\n format: date-time\n description: Response generation timestamp\n example: '2026-01-10T15:30:00Z'\n user_id:\n type: string\n format: uuid\n description: Your user ID\n example: a1b2c3d4-e5f6-7890-abcd-ef1234567890\n data_version:\n type: integer\n description: Monotonic version number (increments on data changes)\n example: 42\n next_knowledge:\n type: string\n format: date-time\n description: Use as `last_knowledge` in next request for delta sync\n example: '2026-01-10T15:30:00Z'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/Account'\n transactions:\n type: array\n items:\n $ref: '#/components/schemas/Transaction'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/Snapshot'\n pagination:\n $ref: '#/components/schemas/Pagination'\n\n Account:\n type: object\n required:\n - id\n - name\n - type\n - current_balance\n - iso_currency_code\n - is_active\n properties:\n id:\n type: string\n format: uuid\n description: Unique account identifier\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n account_id:\n type: string\n description: External account ID (from Plaid)\n example: plaid_acc_ABC123xyz\n name:\n type: string\n description: Display name with masked account number\n example: 'Checking ****1234'\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n description: Account type\n example: depository\n subtype:\n type: string\n description: Specific subtype\n example: checking\n enum:\n - checking\n - savings\n - money market\n - cd\n - credit card\n - mortgage\n - student\n - auto\n - 401k\n - ira\n - brokerage\n - other\n current_balance:\n type: number\n description: Current balance (positive for assets)\n example: 5420.50\n available_balance:\n type: number\n nullable: true\n description: Available balance (may differ from current)\n example: 5320.50\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n mask:\n type: string\n description: Last 4 digits of account number\n example: '1234'\n is_active:\n type: boolean\n description: Whether account is actively syncing\n example: true\n created_at:\n type: string\n format: date-time\n example: '2025-06-15T10:00:00Z'\n updated_at:\n type: string\n format: date-time\n example: '2026-01-10T12:00:00Z'\n\n Transaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - name\n - primary_category\n - detailed_category\n - pending\n - iso_currency_code\n properties:\n id:\n type: string\n format: uuid\n description: Unique transaction identifier\n example: txn_9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d\n transaction_id:\n type: string\n description: External transaction ID (from Plaid)\n example: plaid_txn_XYZ789abc\n account_id:\n type: string\n format: uuid\n description: Parent account ID\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n date:\n type: string\n format: date\n description: Posted date\n example: '2026-01-09'\n authorized_date:\n type: string\n format: date\n nullable: true\n description: Authorization date (if different)\n example: '2026-01-08'\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n example: 42.50\n name:\n type: string\n description: Raw transaction description from bank\n example: 'TRADER JOES #123 SAN FRANCISCO'\n merchant_name:\n type: string\n nullable: true\n description: Cleaned merchant name\n example: \"Trader Joe's\"\n merchant_entity_id:\n type: string\n nullable: true\n description: Unique merchant identifier\n example: eyg8o776k0QmNgVpAmaQj4WgzW9Qzo6O51gdd\n logo:\n type: string\n format: uri\n nullable: true\n description: URL to merchant logo\n example: https://plaid-merchant-logos.plaid.com/trader_joes.png\n primary_category:\n type: string\n description: High-level category\n example: FOOD_AND_DRINK\n enum:\n - INCOME\n - TRANSFER_IN\n - TRANSFER_OUT\n - LOAN_PAYMENTS\n - BANK_FEES\n - ENTERTAINMENT\n - FOOD_AND_DRINK\n - GENERAL_MERCHANDISE\n - HOME_IMPROVEMENT\n - MEDICAL\n - PERSONAL_CARE\n - GENERAL_SERVICES\n - GOVERNMENT_AND_NON_PROFIT\n - TRANSPORTATION\n - TRAVEL\n - RENT_AND_UTILITIES\n detailed_category:\n type: string\n description: Specific category\n example: FOOD_AND_DRINK_GROCERIES\n category_confidence:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n description: Category confidence level\n example: VERY_HIGH\n payment_channel:\n type: string\n enum: [in_store, online, other]\n description: How payment was made\n example: in_store\n pending:\n type: boolean\n description: Whether transaction is still pending\n example: false\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n location:\n $ref: '#/components/schemas/Location'\n created_at:\n type: string\n format: date-time\n example: '2026-01-09T18:30:00Z'\n\n Location:\n type: object\n nullable: true\n properties:\n city:\n type: string\n nullable: true\n example: San Francisco\n region:\n type: string\n nullable: true\n example: CA\n postal_code:\n type: string\n nullable: true\n example: '94110'\n country:\n type: string\n nullable: true\n example: US\n\n Snapshot:\n type: object\n required:\n - id\n - period_type\n - period_start\n - period_end\n - snapshot_date\n properties:\n id:\n type: string\n format: uuid\n description: Unique snapshot identifier\n example: snap_1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d\n period_type:\n type: string\n enum: [daily, weekly, monthly]\n description: Period granularity\n example: daily\n period_start:\n type: string\n format: date\n description: Period start date\n example: '2026-01-01'\n period_end:\n type: string\n format: date\n description: Period end date\n example: '2026-01-31'\n snapshot_date:\n type: string\n format: date\n description: When snapshot was taken\n example: '2026-01-10'\n income:\n type: number\n description: Total income for period\n example: 6500.00\n expenses:\n type: number\n description: Total expenses for period\n example: 4200.00\n net_cash_flow:\n type: number\n description: Income minus expenses\n example: 2300.00\n savings_rate:\n type: number\n description: Percentage saved (0.0 to 1.0)\n example: 0.35\n net_worth:\n type: number\n description: Total assets minus liabilities\n example: 45000.00\n total_cash:\n type: number\n description: Sum of depository balances\n example: 12500.00\n total_debt:\n type: number\n description: Sum of credit/loan balances\n example: 8500.00\n investment_value:\n type: number\n description: Investment account value\n example: 28000.00\n asset_value:\n type: number\n description: Other asset values\n example: 15000.00\n burn_rate:\n type: number\n description: Average daily spending\n example: 140.00\n runway_days:\n type: integer\n description: Days of expenses covered by cash\n example: 89\n safe_to_spend:\n type: number\n description: Estimated discretionary spending available\n example: 1800.00\n recurring_total:\n type: number\n description: Sum of recurring expenses\n example: 1250.00\n spending_by_category:\n type: array\n items:\n $ref: '#/components/schemas/CategorySpending'\n top_merchants:\n type: array\n items:\n $ref: '#/components/schemas/MerchantSpending'\n income_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: 0.05\n spending_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: -0.08\n created_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n\n CategorySpending:\n type: object\n properties:\n category:\n type: string\n example: FOOD_AND_DRINK\n amount:\n type: number\n example: 850.00\n percentage:\n type: number\n example: 20.2\n\n MerchantSpending:\n type: object\n properties:\n merchant:\n type: string\n example: Whole Foods\n amount:\n type: number\n example: 420.00\n count:\n type: integer\n example: 8\n\n Pagination:\n type: object\n properties:\n limit:\n type: integer\n description: Transactions per page\n example: 1000\n next_cursor:\n type: string\n nullable: true\n description: Token for next page (null if no more pages)\n example: eyJkYXRlIjoiMjAyNi0wMS0wMSIsImlkIjoiYWJjMTIzIn0\n\n RecurringStream:\n type: object\n properties:\n id:\n type: string\n format: uuid\n description: Unique stream identifier\n example: cb3daddd-1f82-43ed-ba9f-60ecf8c937e3\n stream_id:\n type: string\n description: External stream ID (from Plaid)\n example: LN053MyLw9H9MQ5ybwrJim1Kj495gbsJ98aeM\n account_id:\n type: string\n description: Account ID this stream belongs to\n example: Dpnjw06KAJHYVmr5jqejimy4nE0OQJczvD8KD\n stream_type:\n type: string\n enum: [inflow, outflow]\n description: Direction of recurring payment\n example: outflow\n merchant_name:\n type: string\n description: Merchant or payee name\n example: Ting\n description:\n type: string\n description: Transaction description pattern\n example: 'TING* INV#MI-4636263'\n category:\n type: object\n properties:\n primary:\n type: string\n example: RENT_AND_UTILITIES\n detailed:\n type: string\n example: RENT_AND_UTILITIES_TELEPHONE\n confidence_level:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, SEMI_MONTHLY, MONTHLY, ANNUALLY, UNKNOWN]\n description: Payment frequency\n example: MONTHLY\n average_amount:\n type: number\n description: Average transaction amount\n example: 118.98\n last_amount:\n type: number\n description: Most recent transaction amount\n example: 146.58\n is_active:\n type: boolean\n description: Whether stream is currently active\n example: true\n status:\n type: string\n enum: [MATURE, EARLY_DETECTION, TOMBSTONED]\n description: Detection status\n example: MATURE\n first_date:\n type: string\n format: date\n description: First detected transaction date\n example: '2025-07-15'\n last_date:\n type: string\n format: date\n description: Most recent transaction date\n example: '2025-09-15'\n next_date:\n type: string\n format: date\n description: Predicted next transaction date\n example: '2025-10-15'\n source:\n type: string\n enum: [plaid, user]\n description: How stream was detected\n example: plaid\n\n Error:\n type: object\n required:\n - error\n properties:\n error:\n type: string\n description: Human-readable error message\n example: Invalid API key.\n\n FinancialContext:\n type: object\n required:\n - version\n - updated_at\n - currency\n - status\n - transactions\n - recurring\n - budgets\n - goals\n - snapshots\n - liabilities\n - holdings\n - health\n properties:\n version:\n type: string\n enum: [v1]\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n currency:\n type: string\n enum: [USD]\n status:\n $ref: '#/components/schemas/FinancialContextStatus'\n transactions:\n $ref: '#/components/schemas/TransactionIndex'\n recurring:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextRecurring'\n budgets:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextBudget'\n goals:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextGoal'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextSnapshot'\n liabilities:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextLiability'\n holdings:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextHolding'\n health:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextHealth'\n - type: 'null'\n\n FinancialContextStatus:\n type: object\n required:\n - position\n - accounts\n properties:\n position:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextPosition'\n - type: 'null'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextAccount'\n\n FinancialContextPosition:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - investments\n - other_assets\n - total_assets\n properties:\n date:\n type: string\n format: date\n nullable: true\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n other_assets:\n type: number\n nullable: true\n total_assets:\n type: number\n nullable: true\n\n FinancialContextAccount:\n type: object\n required:\n - id\n - name\n - type\n - subtype\n - group\n - institution\n - mask\n - balance\n - available\n - currency\n - updated_at\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n subtype:\n type: string\n nullable: true\n group:\n type: string\n enum: [cash, debt, investments]\n nullable: true\n institution:\n type: string\n nullable: true\n mask:\n type: string\n nullable: true\n balance:\n type: number\n nullable: true\n available:\n type: number\n nullable: true\n currency:\n type: string\n nullable: true\n updated_at:\n type: string\n format: date-time\n nullable: true\n\n TransactionIndex:\n type: object\n required:\n - total\n - months\n properties:\n total:\n type: integer\n minimum: 0\n months:\n type: array\n items:\n type: object\n required:\n - month\n - count\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n count:\n type: integer\n minimum: 0\n\n TransactionMonth:\n type: object\n required:\n - month\n - start_date\n - end_date\n - count\n - items\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n start_date:\n type: string\n format: date\n end_date:\n type: string\n format: date\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n LatestTransactions:\n type: object\n required:\n - since\n - window_days\n - count\n - items\n properties:\n since:\n type: string\n format: date\n description: Inclusive lower bound for the latest transaction window\n window_days:\n type: integer\n enum: [10]\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n FinancialContextTransaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - merchant\n - name\n - category\n - subcategory\n - pending\n - currency\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n date:\n type: string\n format: date\n nullable: true\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n merchant:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n category:\n type: string\n nullable: true\n subcategory:\n type: string\n nullable: true\n pending:\n type: boolean\n nullable: true\n currency:\n type: string\n nullable: true\n\n FinancialContextRecurring:\n type: object\n required:\n - id\n - account_id\n - direction\n - frequency\n - status\n - merchant\n - amount\n - next_date\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n direction:\n type: string\n enum: [inflow, outflow]\n nullable: true\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUALLY]\n nullable: true\n status:\n type: string\n enum: [active, inactive, dismissed]\n nullable: true\n merchant:\n type: string\n nullable: true\n amount:\n type: number\n nullable: true\n next_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextBudget:\n type: object\n required:\n - id\n - name\n - type\n - period\n - status\n - amount\n - spent\n - remaining\n - used_percent\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [category, merchant]\n period:\n type: string\n enum: [weekly, biweekly, monthly]\n status:\n type: string\n enum: [under, warning, over]\n amount:\n type: number\n spent:\n type: number\n remaining:\n type: number\n used_percent:\n type: number\n\n FinancialContextGoal:\n type: object\n required:\n - id\n - name\n - category\n - status\n - target\n - current\n - progress_percent\n - target_date\n properties:\n id:\n type: string\n name:\n type: string\n category:\n type: string\n status:\n type: string\n enum: [not_started, in_progress, on_track, behind, completed]\n target:\n type: number\n current:\n type: number\n progress_percent:\n type: number\n target_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextSnapshot:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - income\n - expenses\n - cash_flow\n - savings_rate\n - investments\n - assets\n - health_score\n properties:\n date:\n type: string\n format: date\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n income:\n type: number\n nullable: true\n expenses:\n type: number\n nullable: true\n cash_flow:\n type: number\n nullable: true\n savings_rate:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n assets:\n type: number\n nullable: true\n health_score:\n type: number\n nullable: true\n\n FinancialContextLiability:\n type: object\n required:\n - account_id\n - type\n - balance\n - minimum_payment\n - due_date\n - interest_rate\n - rate_type\n - overdue\n properties:\n account_id:\n type: string\n nullable: true\n type:\n type: string\n enum: [credit, student, mortgage, other]\n nullable: true\n balance:\n type: number\n nullable: true\n minimum_payment:\n type: number\n nullable: true\n due_date:\n type: string\n format: date\n nullable: true\n interest_rate:\n type: number\n nullable: true\n rate_type:\n type: string\n enum: [fixed, variable]\n nullable: true\n overdue:\n type: boolean\n nullable: true\n\n FinancialContextHolding:\n type: object\n required:\n - account_id\n - symbol\n - name\n - type\n - quantity\n - value\n - cost_basis\n properties:\n account_id:\n type: string\n nullable: true\n symbol:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n type:\n type: string\n enum: [cash, derivative, equity, etf, fixed_income, mutual_fund, other]\n nullable: true\n quantity:\n type: number\n nullable: true\n value:\n type: number\n nullable: true\n cost_basis:\n type: number\n nullable: true\n\n FinancialContextHealth:\n type: object\n required:\n - score\n - label\n - level\n - summary\n - data_completeness\n - pillars\n properties:\n score:\n type: number\n label:\n type: string\n enum: [Needs Attention, Good, Strong]\n level:\n type: string\n enum: [critical, poor, fair, good, strong]\n summary:\n type: string\n data_completeness:\n type: number\n pillars:\n oneOf:\n - type: object\n required:\n - spend\n - save\n - borrow\n - build\n properties:\n spend:\n type: number\n nullable: true\n save:\n type: number\n nullable: true\n borrow:\n type: number\n nullable: true\n build:\n type: number\n nullable: true\n - type: 'null'\n\n FinancialContextMeta:\n type: object\n required:\n - version\n - user_id\n - context_id\n - generated_at\n - updated_at\n - content_hash\n - byte_length\n - counts\n properties:\n version:\n type: string\n enum: [v1]\n user_id:\n type: string\n context_id:\n type: string\n generated_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n content_hash:\n type: string\n description: Opaque artifact version token and ETag value. This is the only public artifact version token.\n byte_length:\n type: integer\n minimum: 0\n counts:\n type: object\n required:\n - accounts\n - transaction_months\n - transactions\n - snapshots\n properties:\n accounts:\n type: integer\n minimum: 0\n transaction_months:\n type: integer\n minimum: 0\n transactions:\n type: integer\n minimum: 0\n snapshots:\n type: integer\n minimum: 0\n\ntags:\n - name: Export\n description: Export financial data as structured JSON\n";
2
+ export const baseOpenApiYaml = "openapi: 3.1.0\ninfo:\n title: Warm API\n description: |\n Read your financial context or invoke supported Warm actions through a compact operation catalog.\n\n ## Authentication\n All requests use `Authorization: Bearer`. API keys are created for either read-only context\n access or automation access in Settings on paid Warm plans.\n\n Read/export routes accept `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`.\n Automation routes require an automation key (`warm_auto_...`) and do not accept access tokens.\n\n Unauthenticated responses include `WWW-Authenticate` guidance and protected resource metadata.\n\n ## Rate Limits\n - Context keys: 200 requests per hour per key\n - Automation keys: 500 requests per hour per key\n - Rate limit headers included in authenticated responses\n - `/api/export` supports dataset-scoped delta sync with `since` and publishes edge-cache metadata headers\n version: '2.0.0'\n contact:\n name: Warm Support\n url: https://warm.io/support\n license:\n name: Proprietary\n url: https://warm.io/terms\n\nservers:\n - url: https://app.warm.io\n description: Production\n\nsecurity:\n - BearerAuth: []\n\npaths:\n /api/verify:\n get:\n operationId: verifyApiAccess\n summary: Verify API credentials\n description: |\n Validate a Warm API key or signed-in user access token against the public verification route.\n\n This endpoint is the canonical readiness check for public API clients and discovery tools.\n tags:\n - Verification\n responses:\n '200':\n description: Credentials are valid and the caller has API access\n content:\n application/json:\n schema:\n type: object\n required:\n - status\n - valid\n - auth\n properties:\n status:\n type: string\n enum: [ok]\n valid:\n type: boolean\n auth:\n type: string\n description: Auth method used to satisfy verification\n audience:\n type: string\n enum: [context, automation, oauth]\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/export:\n get:\n operationId: getDatasetExport\n summary: Get a typed dataset export\n description: |\n Fetch a canonical financial dataset export from the unified `/api/export` surface.\n\n Use `dataset=transactions` for paginated transaction history. Other datasets return\n a typed JSON object keyed by the dataset name or retained public alias.\n\n Preferred dataset names are `accounts`, `transactions`, `snapshots`, `recurring`,\n `budgets`, `goals`, `health`, `liabilities`, and `holdings`.\n tags:\n - Export\n parameters:\n - name: dataset\n in: query\n description: Dataset identifier or retained public alias\n required: true\n schema:\n type: string\n enum:\n - accounts\n - transactions\n - snapshots\n - recurring\n - budgets\n - goals\n - health\n - liabilities\n - holdings\n - name: since\n in: query\n description: ISO timestamp for incremental exports\n required: false\n schema:\n type: string\n format: date-time\n - name: last_knowledge\n in: query\n description: Legacy alias for `since`\n required: false\n schema:\n type: string\n format: date-time\n - name: limit\n in: query\n description: Maximum transactions per page when `dataset=transactions`\n required: false\n schema:\n type: integer\n minimum: 1\n maximum: 1000\n - name: cursor\n in: query\n description: Pagination token from `pagination.next_cursor` when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: accountId\n in: query\n description: Optional account filter when `dataset=transactions`\n required: false\n schema:\n type: string\n - name: search\n in: query\n description: Optional merchant or description search filter when `dataset=transactions`\n required: false\n schema:\n type: string\n minLength: 1\n maxLength: 120\n responses:\n '200':\n description: Successful dataset export\n content:\n application/json:\n schema:\n type: object\n description: Dataset-shaped JSON response keyed by the requested dataset\n properties:\n generated_at:\n type: string\n format: date-time\n next_knowledge:\n type: string\n format: date-time\n nullable: true\n pagination:\n $ref: '#/components/schemas/Pagination'\n additionalProperties: true\n '400':\n description: Invalid query parameters\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context:\n get:\n operationId: getFinancialContext\n summary: Get compact financial context\n description: |\n Fetch the current compact FinancialContext artifact for the authenticated user.\n\n This response does not include transaction items. Use\n `/api/financial-context/transactions` for month-addressed transaction pages or the\n fixed 10-day latest transaction window.\n tags:\n - Export\n responses:\n '200':\n description: Compact FinancialContext artifact\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContext'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/transactions:\n get:\n operationId: getFinancialContextTransactions\n summary: Get financial-context transactions\n description: |\n Fetch one transaction month or the fixed 10-day latest transaction window from the\n current financial-context artifact.\n\n The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.\n Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool\n accepts one required `period` string: `latest` for the fixed latest window or `YYYY-MM`\n for a month. It does not accept cursor, search, or `last_knowledge`.\n Transaction amounts use the Warm/Plaid sign convention:\n positive = expense/debit, negative = income/credit.\n\n A well-formed month inside the covered range with no matching items returns `200` with\n `count: 0` and `items: []`. Months before the earliest indexed month or after the latest\n covered month return `404`.\n tags:\n - Export\n parameters:\n - name: month\n in: query\n description: Transaction month selector in YYYY-MM format. Mutually exclusive with `latest`.\n required: false\n schema:\n type: string\n pattern: '^\\d{4}-(0[1-9]|1[0-2])$'\n example: '2026-07'\n - name: latest\n in: query\n description: Set to `1` for the fixed 10-day latest transaction window.\n required: false\n schema:\n type: string\n enum: ['1']\n responses:\n '200':\n description: Transaction month page or latest transaction window\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n oneOf:\n - $ref: '#/components/schemas/TransactionMonth'\n - $ref: '#/components/schemas/LatestTransactions'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '400':\n description: Missing selectors, mutually exclusive selectors, malformed `month`, or `latest` other than `1`\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/financial-context/meta:\n get:\n operationId: getFinancialContextMeta\n summary: Get financial-context metadata\n description: |\n Fetch operational metadata for the current financial-context artifact, including the\n content hash used as the ETag, byte length, row counts, and freshness timestamps.\n `content_hash` is the public artifact version token; this metadata does not expose a\n public `data_version`.\n tags:\n - Export\n responses:\n '200':\n description: Financial-context metadata\n headers:\n ETag:\n $ref: '#/components/headers/ETag'\n Cache-Control:\n $ref: '#/components/headers/PrivateNoStore'\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/FinancialContextMeta'\n '304':\n description: The caller's If-None-Match value matches the current content hash\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '413':\n $ref: '#/components/responses/PayloadTooLarge'\n '429':\n $ref: '#/components/responses/RateLimited'\n\n /api/automation/operations/search:\n post:\n operationId: searchOperations\n summary: Search supported automation operations\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: false\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n properties:\n query:\n type: string\n maxLength: 200\n responses:\n '200':\n description: Matching operations\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operations]\n properties:\n operations:\n type: array\n items:\n $ref: '#/components/schemas/AutomationOperation'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '400':\n $ref: '#/components/responses/BadRequest'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/describe:\n post:\n operationId: describeOperation\n summary: Describe one operation and request owner approval when required\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationRequest'\n responses:\n '200':\n description: Operation schema and optional pending owner approval\n content:\n application/json:\n schema:\n type: object\n additionalProperties: false\n required: [operation]\n properties:\n operation:\n allOf:\n - $ref: '#/components/schemas/AutomationOperation'\n - type: object\n properties:\n input_schema:\n type: object\n approval:\n type: object\n additionalProperties: false\n required: [id, status, approval_url, expires_at]\n properties:\n id: { type: string, format: uuid }\n status: { type: string, enum: [pending] }\n approval_url: { type: string, format: uri }\n expires_at: { type: string, format: date-time }\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\n /api/automation/operations/invoke:\n post:\n operationId: invokeOperation\n summary: Invoke one supported operation\n tags: [Automation]\n security:\n - AutomationKeyAuth: []\n requestBody:\n required: true\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/OperationInvokeRequest'\n responses:\n '200':\n description: Wrapped response from the invoked operation\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/AutomationInvocationResponse'\n '400':\n $ref: '#/components/responses/BadRequest'\n '401':\n $ref: '#/components/responses/Unauthorized'\n '403':\n $ref: '#/components/responses/Forbidden'\n '404':\n $ref: '#/components/responses/NotFound'\n '409':\n description: Owner approval is required, invalid, expired, or already used\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n '429':\n $ref: '#/components/responses/RateLimited'\n '500':\n $ref: '#/components/responses/InternalError'\n\ncomponents:\n securitySchemes:\n BearerAuth:\n type: http\n scheme: bearer\n description: 'Read/export format: `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`'\n AutomationKeyAuth:\n type: http\n scheme: bearer\n description: 'Automation format: `Authorization: Bearer warm_auto_...`'\n\n headers:\n ETag:\n description: Quoted content hash for If-None-Match revalidation\n schema:\n type: string\n example: '\"7b6f9d4c...\"'\n PrivateNoStore:\n description: Private financial responses are not stored by browsers or shared caches\n schema:\n type: string\n example: private, no-store\n\n responses:\n BadRequest:\n description: The request body or operation input is invalid\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Unauthorized:\n description: Missing or invalid credentials\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n Forbidden:\n description: The caller is authenticated but does not have API access\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n NotFound:\n description: The requested operation does not exist\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n InternalError:\n description: The request could not be completed safely\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n PayloadTooLarge:\n description: The response would exceed the public API response-size limit\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n RateLimited:\n description: Hourly per-credential rate limit exceeded\n headers:\n Retry-After:\n description: Seconds until the rate-limit window resets\n schema:\n type: integer\n example: 3600\n content:\n application/json:\n schema:\n $ref: '#/components/schemas/Error'\n\n schemas:\n AutomationOperation:\n type: object\n additionalProperties: false\n required: [operation_id, summary, description, method, path, risk, confirmation_required]\n properties:\n operation_id: { type: string }\n summary: { type: string }\n description: { type: string }\n method: { type: string, enum: [GET, POST, PATCH, PUT, DELETE] }\n path: { type: string }\n risk:\n type: array\n items: { type: string, enum: [read, write, destructive, external_effect] }\n confirmation_required: { type: boolean }\n OperationRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n OperationInvokeRequest:\n type: object\n additionalProperties: false\n required: [operation_id]\n properties:\n operation_id: { type: string }\n input:\n $ref: '#/components/schemas/OperationInput'\n approval_id:\n type: string\n format: uuid\n description: Matching owner approval required for every write operation\n OperationInput:\n type: object\n additionalProperties: false\n properties:\n params: { type: object, additionalProperties: { type: string } }\n body: { type: object, additionalProperties: true }\n AutomationInvocationResponse:\n type: object\n additionalProperties: false\n required: [body, headers, operation_id, status]\n properties:\n body: {}\n headers:\n type: object\n additionalProperties: { type: string }\n operation_id: { type: string }\n status: { type: integer, minimum: 100, maximum: 599 }\n ExportResponse:\n type: object\n required:\n - schema_version\n - generated_at\n - user_id\n - data_version\n - next_knowledge\n - accounts\n - transactions\n - snapshots\n - pagination\n properties:\n schema_version:\n type: string\n description: API schema version\n example: v1\n generated_at:\n type: string\n format: date-time\n description: Response generation timestamp\n example: '2026-01-10T15:30:00Z'\n user_id:\n type: string\n format: uuid\n description: Your user ID\n example: a1b2c3d4-e5f6-7890-abcd-ef1234567890\n data_version:\n type: integer\n description: Monotonic version number (increments on data changes)\n example: 42\n next_knowledge:\n type: string\n format: date-time\n description: Use as `last_knowledge` in next request for delta sync\n example: '2026-01-10T15:30:00Z'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/Account'\n transactions:\n type: array\n items:\n $ref: '#/components/schemas/Transaction'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/Snapshot'\n pagination:\n $ref: '#/components/schemas/Pagination'\n\n Account:\n type: object\n required:\n - id\n - name\n - type\n - current_balance\n - iso_currency_code\n - is_active\n properties:\n id:\n type: string\n format: uuid\n description: Unique account identifier\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n account_id:\n type: string\n description: External account ID (from Plaid)\n example: plaid_acc_ABC123xyz\n name:\n type: string\n description: Display name with masked account number\n example: 'Checking ****1234'\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n description: Account type\n example: depository\n subtype:\n type: string\n description: Specific subtype\n example: checking\n enum:\n - checking\n - savings\n - money market\n - cd\n - credit card\n - mortgage\n - student\n - auto\n - 401k\n - ira\n - brokerage\n - other\n current_balance:\n type: number\n description: Current balance (positive for assets)\n example: 5420.50\n available_balance:\n type: number\n nullable: true\n description: Available balance (may differ from current)\n example: 5320.50\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n mask:\n type: string\n description: Last 4 digits of account number\n example: '1234'\n is_active:\n type: boolean\n description: Whether account is actively syncing\n example: true\n created_at:\n type: string\n format: date-time\n example: '2025-06-15T10:00:00Z'\n updated_at:\n type: string\n format: date-time\n example: '2026-01-10T12:00:00Z'\n\n Transaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - name\n - primary_category\n - detailed_category\n - pending\n - iso_currency_code\n properties:\n id:\n type: string\n format: uuid\n description: Unique transaction identifier\n example: txn_9a8b7c6d-5e4f-3a2b-1c0d-9e8f7a6b5c4d\n transaction_id:\n type: string\n description: External transaction ID (from Plaid)\n example: plaid_txn_XYZ789abc\n account_id:\n type: string\n format: uuid\n description: Parent account ID\n example: acc_8f3a2b1c-4d5e-6f7a-8b9c-0d1e2f3a4b5c\n date:\n type: string\n format: date\n description: Posted date\n example: '2026-01-09'\n authorized_date:\n type: string\n format: date\n nullable: true\n description: Authorization date (if different)\n example: '2026-01-08'\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n example: 42.50\n name:\n type: string\n description: Raw transaction description from bank\n example: 'TRADER JOES #123 SAN FRANCISCO'\n merchant_name:\n type: string\n nullable: true\n description: Cleaned merchant name\n example: \"Trader Joe's\"\n merchant_entity_id:\n type: string\n nullable: true\n description: Unique merchant identifier\n example: eyg8o776k0QmNgVpAmaQj4WgzW9Qzo6O51gdd\n logo:\n type: string\n format: uri\n nullable: true\n description: URL to merchant logo\n example: https://plaid-merchant-logos.plaid.com/trader_joes.png\n primary_category:\n type: string\n description: High-level category\n example: FOOD_AND_DRINK\n enum:\n - INCOME\n - TRANSFER_IN\n - TRANSFER_OUT\n - LOAN_PAYMENTS\n - BANK_FEES\n - ENTERTAINMENT\n - FOOD_AND_DRINK\n - GENERAL_MERCHANDISE\n - HOME_IMPROVEMENT\n - MEDICAL\n - PERSONAL_CARE\n - GENERAL_SERVICES\n - GOVERNMENT_AND_NON_PROFIT\n - TRANSPORTATION\n - TRAVEL\n - RENT_AND_UTILITIES\n detailed_category:\n type: string\n description: Specific category\n example: FOOD_AND_DRINK_GROCERIES\n category_confidence:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n description: Category confidence level\n example: VERY_HIGH\n payment_channel:\n type: string\n enum: [in_store, online, other]\n description: How payment was made\n example: in_store\n pending:\n type: boolean\n description: Whether transaction is still pending\n example: false\n iso_currency_code:\n type: string\n description: ISO 4217 currency code\n example: USD\n location:\n $ref: '#/components/schemas/Location'\n created_at:\n type: string\n format: date-time\n example: '2026-01-09T18:30:00Z'\n\n Location:\n type: object\n nullable: true\n properties:\n city:\n type: string\n nullable: true\n example: San Francisco\n region:\n type: string\n nullable: true\n example: CA\n postal_code:\n type: string\n nullable: true\n example: '94110'\n country:\n type: string\n nullable: true\n example: US\n\n Snapshot:\n type: object\n required:\n - id\n - period_type\n - period_start\n - period_end\n - snapshot_date\n properties:\n id:\n type: string\n format: uuid\n description: Unique snapshot identifier\n example: snap_1a2b3c4d-5e6f-7a8b-9c0d-1e2f3a4b5c6d\n period_type:\n type: string\n enum: [daily, weekly, monthly]\n description: Period granularity\n example: daily\n period_start:\n type: string\n format: date\n description: Period start date\n example: '2026-01-01'\n period_end:\n type: string\n format: date\n description: Period end date\n example: '2026-01-31'\n snapshot_date:\n type: string\n format: date\n description: When snapshot was taken\n example: '2026-01-10'\n income:\n type: number\n description: Total income for period\n example: 6500.00\n expenses:\n type: number\n description: Total expenses for period\n example: 4200.00\n net_cash_flow:\n type: number\n description: Income minus expenses\n example: 2300.00\n savings_rate:\n type: number\n description: Percentage saved (0.0 to 1.0)\n example: 0.35\n net_worth:\n type: number\n description: Total assets minus liabilities\n example: 45000.00\n total_cash:\n type: number\n description: Sum of depository balances\n example: 12500.00\n total_debt:\n type: number\n description: Sum of credit/loan balances\n example: 8500.00\n investment_value:\n type: number\n description: Investment account value\n example: 28000.00\n asset_value:\n type: number\n description: Other asset values\n example: 15000.00\n burn_rate:\n type: number\n description: Average daily spending\n example: 140.00\n runway_days:\n type: integer\n description: Days of expenses covered by cash\n example: 89\n safe_to_spend:\n type: number\n description: Estimated discretionary spending available\n example: 1800.00\n recurring_total:\n type: number\n description: Sum of recurring expenses\n example: 1250.00\n spending_by_category:\n type: array\n items:\n $ref: '#/components/schemas/CategorySpending'\n top_merchants:\n type: array\n items:\n $ref: '#/components/schemas/MerchantSpending'\n income_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: 0.05\n spending_vs_last_period:\n type: number\n description: Percentage change from previous period\n example: -0.08\n created_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n\n CategorySpending:\n type: object\n properties:\n category:\n type: string\n example: FOOD_AND_DRINK\n amount:\n type: number\n example: 850.00\n percentage:\n type: number\n example: 20.2\n\n MerchantSpending:\n type: object\n properties:\n merchant:\n type: string\n example: Whole Foods\n amount:\n type: number\n example: 420.00\n count:\n type: integer\n example: 8\n\n Pagination:\n type: object\n properties:\n limit:\n type: integer\n description: Transactions per page\n example: 1000\n next_cursor:\n type: string\n nullable: true\n description: Token for next page (null if no more pages)\n example: eyJkYXRlIjoiMjAyNi0wMS0wMSIsImlkIjoiYWJjMTIzIn0\n\n RecurringStream:\n type: object\n properties:\n id:\n type: string\n format: uuid\n description: Unique stream identifier\n example: cb3daddd-1f82-43ed-ba9f-60ecf8c937e3\n stream_id:\n type: string\n description: External stream ID (from Plaid)\n example: LN053MyLw9H9MQ5ybwrJim1Kj495gbsJ98aeM\n account_id:\n type: string\n description: Account ID this stream belongs to\n example: Dpnjw06KAJHYVmr5jqejimy4nE0OQJczvD8KD\n stream_type:\n type: string\n enum: [inflow, outflow]\n description: Direction of recurring payment\n example: outflow\n merchant_name:\n type: string\n description: Merchant or payee name\n example: Ting\n description:\n type: string\n description: Transaction description pattern\n example: 'TING* INV#MI-4636263'\n category:\n type: object\n properties:\n primary:\n type: string\n example: RENT_AND_UTILITIES\n detailed:\n type: string\n example: RENT_AND_UTILITIES_TELEPHONE\n confidence_level:\n type: string\n enum: [VERY_HIGH, HIGH, MEDIUM, LOW, UNKNOWN]\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, SEMI_MONTHLY, MONTHLY, ANNUALLY, UNKNOWN]\n description: Payment frequency\n example: MONTHLY\n average_amount:\n type: number\n description: Average transaction amount\n example: 118.98\n last_amount:\n type: number\n description: Most recent transaction amount\n example: 146.58\n is_active:\n type: boolean\n description: Whether stream is currently active\n example: true\n status:\n type: string\n enum: [MATURE, EARLY_DETECTION, TOMBSTONED]\n description: Detection status\n example: MATURE\n first_date:\n type: string\n format: date\n description: First detected transaction date\n example: '2025-07-15'\n last_date:\n type: string\n format: date\n description: Most recent transaction date\n example: '2025-09-15'\n next_date:\n type: string\n format: date\n description: Predicted next transaction date\n example: '2025-10-15'\n source:\n type: string\n enum: [plaid, user]\n description: How stream was detected\n example: plaid\n\n Error:\n type: object\n required:\n - error\n properties:\n error:\n type: string\n description: Human-readable error message\n example: Invalid API key.\n\n FinancialContext:\n type: object\n required:\n - version\n - updated_at\n - currency\n - status\n - transactions\n - recurring\n - budgets\n - goals\n - snapshots\n - liabilities\n - holdings\n - health\n properties:\n version:\n type: string\n enum: [v1]\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n currency:\n type: string\n enum: [USD]\n status:\n $ref: '#/components/schemas/FinancialContextStatus'\n transactions:\n $ref: '#/components/schemas/TransactionIndex'\n recurring:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextRecurring'\n budgets:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextBudget'\n goals:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextGoal'\n snapshots:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextSnapshot'\n liabilities:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextLiability'\n holdings:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextHolding'\n health:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextHealth'\n - type: 'null'\n\n FinancialContextStatus:\n type: object\n required:\n - position\n - accounts\n properties:\n position:\n oneOf:\n - $ref: '#/components/schemas/FinancialContextPosition'\n - type: 'null'\n accounts:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextAccount'\n\n FinancialContextPosition:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - investments\n - other_assets\n - total_assets\n properties:\n date:\n type: string\n format: date\n nullable: true\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n other_assets:\n type: number\n nullable: true\n total_assets:\n type: number\n nullable: true\n\n FinancialContextAccount:\n type: object\n required:\n - id\n - name\n - type\n - subtype\n - group\n - institution\n - mask\n - balance\n - available\n - currency\n - updated_at\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [depository, credit, loan, investment, brokerage, other]\n subtype:\n type: string\n nullable: true\n group:\n type: string\n enum: [cash, debt, investments]\n nullable: true\n institution:\n type: string\n nullable: true\n mask:\n type: string\n nullable: true\n balance:\n type: number\n nullable: true\n available:\n type: number\n nullable: true\n currency:\n type: string\n nullable: true\n updated_at:\n type: string\n format: date-time\n nullable: true\n\n TransactionIndex:\n type: object\n required:\n - total\n - months\n properties:\n total:\n type: integer\n minimum: 0\n months:\n type: array\n items:\n type: object\n required:\n - month\n - count\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n count:\n type: integer\n minimum: 0\n\n TransactionMonth:\n type: object\n required:\n - month\n - start_date\n - end_date\n - count\n - items\n properties:\n month:\n type: string\n pattern: '^\\d{4}-\\d{2}$'\n start_date:\n type: string\n format: date\n end_date:\n type: string\n format: date\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n LatestTransactions:\n type: object\n required:\n - since\n - window_days\n - count\n - items\n properties:\n since:\n type: string\n format: date\n description: Inclusive lower bound for the latest transaction window\n window_days:\n type: integer\n enum: [10]\n count:\n type: integer\n minimum: 0\n items:\n type: array\n items:\n $ref: '#/components/schemas/FinancialContextTransaction'\n\n FinancialContextTransaction:\n type: object\n required:\n - id\n - account_id\n - date\n - amount\n - merchant\n - name\n - category\n - subcategory\n - pending\n - currency\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n date:\n type: string\n format: date\n nullable: true\n amount:\n type: number\n description: Amount (positive = expense/debit, negative = income/credit)\n merchant:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n category:\n type: string\n nullable: true\n subcategory:\n type: string\n nullable: true\n pending:\n type: boolean\n nullable: true\n currency:\n type: string\n nullable: true\n\n FinancialContextRecurring:\n type: object\n required:\n - id\n - account_id\n - direction\n - frequency\n - status\n - merchant\n - amount\n - next_date\n properties:\n id:\n type: string\n account_id:\n type: string\n nullable: true\n direction:\n type: string\n enum: [inflow, outflow]\n nullable: true\n frequency:\n type: string\n enum: [WEEKLY, BIWEEKLY, MONTHLY, QUARTERLY, SEMI_ANNUALLY, ANNUALLY]\n nullable: true\n status:\n type: string\n enum: [active, inactive, dismissed]\n nullable: true\n merchant:\n type: string\n nullable: true\n amount:\n type: number\n nullable: true\n next_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextBudget:\n type: object\n required:\n - id\n - name\n - type\n - period\n - status\n - amount\n - spent\n - remaining\n - used_percent\n properties:\n id:\n type: string\n name:\n type: string\n type:\n type: string\n enum: [category, merchant]\n period:\n type: string\n enum: [weekly, biweekly, monthly]\n status:\n type: string\n enum: [under, warning, over]\n amount:\n type: number\n spent:\n type: number\n remaining:\n type: number\n used_percent:\n type: number\n\n FinancialContextGoal:\n type: object\n required:\n - id\n - name\n - category\n - status\n - target\n - current\n - progress_percent\n - target_date\n properties:\n id:\n type: string\n name:\n type: string\n category:\n type: string\n status:\n type: string\n enum: [not_started, in_progress, on_track, behind, completed]\n target:\n type: number\n current:\n type: number\n progress_percent:\n type: number\n target_date:\n type: string\n format: date\n nullable: true\n\n FinancialContextSnapshot:\n type: object\n required:\n - date\n - net_worth\n - cash\n - debt\n - income\n - expenses\n - cash_flow\n - savings_rate\n - investments\n - assets\n - health_score\n properties:\n date:\n type: string\n format: date\n net_worth:\n type: number\n nullable: true\n cash:\n type: number\n nullable: true\n debt:\n type: number\n nullable: true\n income:\n type: number\n nullable: true\n expenses:\n type: number\n nullable: true\n cash_flow:\n type: number\n nullable: true\n savings_rate:\n type: number\n nullable: true\n investments:\n type: number\n nullable: true\n assets:\n type: number\n nullable: true\n health_score:\n type: number\n nullable: true\n\n FinancialContextLiability:\n type: object\n required:\n - account_id\n - type\n - balance\n - minimum_payment\n - due_date\n - interest_rate\n - rate_type\n - overdue\n properties:\n account_id:\n type: string\n nullable: true\n type:\n type: string\n enum: [credit, student, mortgage, other]\n nullable: true\n balance:\n type: number\n nullable: true\n minimum_payment:\n type: number\n nullable: true\n due_date:\n type: string\n format: date\n nullable: true\n interest_rate:\n type: number\n nullable: true\n rate_type:\n type: string\n enum: [fixed, variable]\n nullable: true\n overdue:\n type: boolean\n nullable: true\n\n FinancialContextHolding:\n type: object\n required:\n - account_id\n - symbol\n - name\n - type\n - quantity\n - value\n - cost_basis\n properties:\n account_id:\n type: string\n nullable: true\n symbol:\n type: string\n nullable: true\n name:\n type: string\n nullable: true\n type:\n type: string\n enum: [cash, derivative, equity, etf, fixed_income, mutual_fund, other]\n nullable: true\n quantity:\n type: number\n nullable: true\n value:\n type: number\n nullable: true\n cost_basis:\n type: number\n nullable: true\n\n FinancialContextHealth:\n type: object\n required:\n - score\n - label\n - level\n - summary\n - data_completeness\n - pillars\n properties:\n score:\n type: number\n label:\n type: string\n enum: [Needs Attention, Good, Strong]\n level:\n type: string\n enum: [critical, poor, fair, good, strong]\n summary:\n type: string\n data_completeness:\n type: number\n pillars:\n oneOf:\n - type: object\n required:\n - spend\n - save\n - borrow\n - build\n properties:\n spend:\n type: number\n nullable: true\n save:\n type: number\n nullable: true\n borrow:\n type: number\n nullable: true\n build:\n type: number\n nullable: true\n - type: 'null'\n\n FinancialContextMeta:\n type: object\n required:\n - version\n - user_id\n - context_id\n - generated_at\n - updated_at\n - content_hash\n - byte_length\n - counts\n properties:\n version:\n type: string\n enum: [v1]\n user_id:\n type: string\n context_id:\n type: string\n generated_at:\n type: string\n format: date-time\n updated_at:\n type: string\n format: date-time\n description: Latest represented source-data freshness timestamp\n content_hash:\n type: string\n description: Opaque artifact version token and ETag value. This is the only public artifact version token.\n byte_length:\n type: integer\n minimum: 0\n counts:\n type: object\n required:\n - accounts\n - transaction_months\n - transactions\n - snapshots\n properties:\n accounts:\n type: integer\n minimum: 0\n transaction_months:\n type: integer\n minimum: 0\n transactions:\n type: integer\n minimum: 0\n snapshots:\n type: integer\n minimum: 0\n\ntags:\n - name: Export\n description: Export financial data as structured JSON\n";
3
3
  //# sourceMappingURL=base-openapi.js.map
package/dist/generated/base-openapi.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"base-openapi.js","sourceRoot":"","sources":["../../src/generated/base-openapi.ts"],"names":[],"mappings":"AAAA,mEAAmE;AACnE,MAAM,CAAC,MAAM,eAAe,GAAG,sy/CAAsy/C,CAAC"}
1
+ {"version":3,"file":"base-openapi.js","sourceRoot":"","sources":["../../src/generated/base-openapi.ts"],"names":[],"mappings":"AAAA,mEAAmE;AACnE,MAAM,CAAC,MAAM,eAAe,GAAG,wy/CAAwy/C,CAAC"}
package/dist/generated/private-mcp-tool-descriptors.d.ts CHANGED
@@ -601,7 +601,7 @@ export declare const privateMcpToolDescriptors: readonly [{
601
601
  }, {
602
602
  readonly mode: "context";
603
603
  readonly name: "get_transactions";
604
- readonly description: "Read-only transactions from the FinancialContext artifact. Pass exactly one selector: `month` in YYYY-MM format for a month page, or `latest: true` for the fixed latest window. A bare call with no arguments defaults to `latest: true`. The latest window is fixed at 10 days and is not caller-configurable. `month` and `latest` are mutually exclusive. Months outside the covered range return an error.";
604
+ readonly description: "Read-only transactions from the FinancialContext artifact. Pass `period: \"latest\"` for the fixed 10-day latest window or `period: \"YYYY-MM\"` for a month page. The latest window is not caller-configurable. Months outside the covered range return an error.";
605
605
  readonly annotations: {
606
606
  readonly readOnlyHint: true;
607
607
  readonly destructiveHint: false;
@@ -610,17 +610,13 @@ export declare const privateMcpToolDescriptors: readonly [{
610
610
  readonly input_schema: {
611
611
  readonly type: "object";
612
612
  readonly properties: {
613
- readonly month: {
613
+ readonly period: {
614
614
  readonly type: "string";
615
- readonly pattern: "^\\d{4}-\\d{2}$";
616
- readonly description: "Transaction month in YYYY-MM format. Mutually exclusive with latest. Months outside the covered range return an error.";
617
- };
618
- readonly latest: {
619
- readonly type: "boolean";
620
- readonly const: true;
621
- readonly description: "When true, return the fixed 10-day latest window. Mutually exclusive with month. A bare call with no arguments defaults to latest: true.";
615
+ readonly pattern: "^(?:latest|\\d{4}-\\d{2})$";
616
+ readonly description: "Use \"latest\" for the fixed 10-day window or a YYYY-MM month. Months outside the covered range return an error.";
622
617
  };
623
618
  };
619
+ readonly required: readonly ["period"];
624
620
  readonly additionalProperties: false;
625
621
  readonly $schema: "https://json-schema.org/draft-07/schema#";
626
622
  };
package/dist/generated/private-mcp-tool-descriptors.d.ts.map CHANGED
@@ -1 +1 @@
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package/dist/generated/private-mcp-tool-descriptors.js CHANGED
@@ -960,7 +960,7 @@ export const privateMcpToolDescriptors = [
960
960
  {
961
961
  "mode": "context",
962
962
  "name": "get_transactions",
963
- "description": "Read-only transactions from the FinancialContext artifact. Pass exactly one selector: `month` in YYYY-MM format for a month page, or `latest: true` for the fixed latest window. A bare call with no arguments defaults to `latest: true`. The latest window is fixed at 10 days and is not caller-configurable. `month` and `latest` are mutually exclusive. Months outside the covered range return an error.",
963
+ "description": "Read-only transactions from the FinancialContext artifact. Pass `period: \"latest\"` for the fixed 10-day latest window or `period: \"YYYY-MM\"` for a month page. The latest window is not caller-configurable. Months outside the covered range return an error.",
964
964
  "annotations": {
965
965
  "readOnlyHint": true,
966
966
  "destructiveHint": false,
@@ -969,17 +969,15 @@ export const privateMcpToolDescriptors = [
969
969
  "input_schema": {
970
970
  "type": "object",
971
971
  "properties": {
972
- "month": {
972
+ "period": {
973
973
  "type": "string",
974
- "pattern": "^\\d{4}-\\d{2}$",
975
- "description": "Transaction month in YYYY-MM format. Mutually exclusive with latest. Months outside the covered range return an error."
976
- },
977
- "latest": {
978
- "type": "boolean",
979
- "const": true,
980
- "description": "When true, return the fixed 10-day latest window. Mutually exclusive with month. A bare call with no arguments defaults to latest: true."
974
+ "pattern": "^(?:latest|\\d{4}-\\d{2})$",
975
+ "description": "Use \"latest\" for the fixed 10-day window or a YYYY-MM month. Months outside the covered range return an error."
981
976
  }
982
977
  },
978
+ "required": [
979
+ "period"
980
+ ],
983
981
  "additionalProperties": false,
984
982
  "$schema": "https://json-schema.org/draft-07/schema#"
985
983
  },
package/dist/generated/private-mcp-tool-descriptors.js.map CHANGED
@@ -1 +1 @@
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package/dist/manifest.d.ts CHANGED
@@ -883,7 +883,7 @@ export declare const contractReleaseManifest: {
883
883
  }, {
884
884
  readonly mode: "context";
885
885
  readonly name: "get_transactions";
886
- readonly description: "Read-only transactions from the FinancialContext artifact. Pass exactly one selector: `month` in YYYY-MM format for a month page, or `latest: true` for the fixed latest window. A bare call with no arguments defaults to `latest: true`. The latest window is fixed at 10 days and is not caller-configurable. `month` and `latest` are mutually exclusive. Months outside the covered range return an error.";
886
+ readonly description: "Read-only transactions from the FinancialContext artifact. Pass `period: \"latest\"` for the fixed 10-day latest window or `period: \"YYYY-MM\"` for a month page. The latest window is not caller-configurable. Months outside the covered range return an error.";
887
887
  readonly annotations: {
888
888
  readonly readOnlyHint: true;
889
889
  readonly destructiveHint: false;
@@ -892,17 +892,13 @@ export declare const contractReleaseManifest: {
892
892
  readonly input_schema: {
893
893
  readonly type: "object";
894
894
  readonly properties: {
895
- readonly month: {
895
+ readonly period: {
896
896
  readonly type: "string";
897
- readonly pattern: "^\\d{4}-\\d{2}$";
898
- readonly description: "Transaction month in YYYY-MM format. Mutually exclusive with latest. Months outside the covered range return an error.";
899
- };
900
- readonly latest: {
901
- readonly type: "boolean";
902
- readonly const: true;
903
- readonly description: "When true, return the fixed 10-day latest window. Mutually exclusive with month. A bare call with no arguments defaults to latest: true.";
897
+ readonly pattern: "^(?:latest|\\d{4}-\\d{2})$";
898
+ readonly description: "Use \"latest\" for the fixed 10-day window or a YYYY-MM month. Months outside the covered range return an error.";
904
899
  };
905
900
  };
901
+ readonly required: readonly ["period"];
906
902
  readonly additionalProperties: false;
907
903
  readonly $schema: "https://json-schema.org/draft-07/schema#";
908
904
  };
package/dist/manifest.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"manifest.d.ts","sourceRoot":"","sources":["../src/manifest.ts"],"names":[],"mappings":"AAkBA,OAAO,EACL,mBAAmB,EACnB,cAAc,EACd,mBAAmB,EACnB,wBAAwB,EACxB,aAAa,EACb,UAAU,EACV,eAAe,EACf,gBAAgB,EAChB,YAAY,EACZ,yBAAyB,EACzB,kBAAkB,EAClB,oBAAoB,EACpB,WAAW,EACX,8BAA8B,GAC/B,MAAM,gBAAgB,CAAC;AACxB,OAAO,EACL,yBAAyB,EACzB,KAAK,wBAAwB,GAC9B,MAAM,6CAA6C,CAAC;AACrD,OAAO,EACL,gBAAgB,EAChB,oBAAoB,EACpB,wBAAwB,EACxB,2BAA2B,EAC3B,iBAAiB,EACjB,6BAA6B,EAC7B,cAAc,EACd,qBAAqB,EACrB,qBAAqB,EACrB,wBAAwB,EACxB,wBAAwB,EACxB,uBAAuB,EACvB,KAAK,cAAc,EACnB,KAAK,eAAe,EACpB,KAAK,iBAAiB,GACvB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAAE,qBAAqB,EAAE,MAAM,wCAAwC,CAAC;AAE/E,2FAA2F;AAC3F,eAAO,MAAM,uBAAuB;;iBAEhC,SAAS;;;;;;;;;;;;;;;;;;;;;;;;;;iBACT,SAAS;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBACT,OAAO;qBACL,GAAG;qBACH,SAAS;qBACT,UAAU;;iBAEZ,KAAK;qBACH,UAAU;qBACV,IAAI;qBACJ,OAAO;qBACP,kBAAkB;qBAClB,MAAM;;;;iBAIR,YAAY;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBACZ,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBAGL,YAAY;;;;;iBACZ,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAIC,CAAC;AA6BX,2EAA2E;AAC3E,eAAO,MAAM,oCAAoC,QAA8C,CAAC"}
1
+ {"version":3,"file":"manifest.d.ts","sourceRoot":"","sources":["../src/manifest.ts"],"names":[],"mappings":"AAkBA,OAAO,EACL,mBAAmB,EACnB,cAAc,EACd,mBAAmB,EACnB,wBAAwB,EACxB,aAAa,EACb,UAAU,EACV,eAAe,EACf,gBAAgB,EAChB,YAAY,EACZ,yBAAyB,EACzB,kBAAkB,EAClB,oBAAoB,EACpB,WAAW,EACX,8BAA8B,GAC/B,MAAM,gBAAgB,CAAC;AACxB,OAAO,EACL,yBAAyB,EACzB,KAAK,wBAAwB,GAC9B,MAAM,6CAA6C,CAAC;AACrD,OAAO,EACL,gBAAgB,EAChB,oBAAoB,EACpB,wBAAwB,EACxB,2BAA2B,EAC3B,iBAAiB,EACjB,6BAA6B,EAC7B,cAAc,EACd,qBAAqB,EACrB,qBAAqB,EACrB,wBAAwB,EACxB,wBAAwB,EACxB,uBAAuB,EACvB,KAAK,cAAc,EACnB,KAAK,eAAe,EACpB,KAAK,iBAAiB,GACvB,MAAM,uBAAuB,CAAC;AAC/B,OAAO,EAAE,qBAAqB,EAAE,MAAM,wCAAwC,CAAC;AAE/E,2FAA2F;AAC3F,eAAO,MAAM,uBAAuB;;iBAEhC,SAAS;;;;;;;;;;;;;;;;;;;;;;;;;;iBACT,SAAS;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBACT,OAAO;qBACL,GAAG;qBACH,SAAS;qBACT,UAAU;;iBAEZ,KAAK;qBACH,UAAU;qBACV,IAAI;qBACJ,OAAO;qBACP,kBAAkB;qBAClB,MAAM;;;;iBAIR,YAAY;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBACZ,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iBAGL,YAAY;;;;;iBACZ,KAAK;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAIC,CAAC;AA6BX,2EAA2E;AAC3E,eAAO,MAAM,oCAAoC,QAA8C,CAAC"}
package/dist/mcp/tools.d.ts CHANGED
@@ -2,8 +2,7 @@ import { z, type ZodRawShape } from 'zod';
2
2
  import type { PrivateMcpMode } from './distribution.js';
3
3
  export declare const emptyMcpInputShape: {};
4
4
  export declare const getTransactionsMcpInputShape: {
5
- month: z.ZodOptional<z.ZodString>;
6
- latest: z.ZodOptional<z.ZodLiteral<true>>;
5
+ period: z.ZodString;
7
6
  };
8
7
  export declare const searchOperationsMcpInputShape: {
9
8
  query: z.ZodOptional<z.ZodString>;
@@ -35,28 +34,19 @@ export declare const invokeOperationMcpInputShape: {
35
34
  }>>;
36
35
  approval_id: z.ZodOptional<z.ZodString>;
37
36
  };
38
- export declare const getTransactionsMcpInputSchema: z.ZodEffects<z.ZodObject<{
39
- month: z.ZodOptional<z.ZodString>;
40
- latest: z.ZodOptional<z.ZodLiteral<true>>;
37
+ export declare const getTransactionsMcpInputSchema: z.ZodObject<{
38
+ period: z.ZodString;
41
39
  }, "strict", z.ZodTypeAny, {
42
- month?: string | undefined;
43
- latest?: true | undefined;
40
+ period: string;
44
41
  }, {
45
- month?: string | undefined;
46
- latest?: true | undefined;
47
- }>, {
48
- month?: string | undefined;
49
- latest?: true | undefined;
50
- }, {
51
- month?: string | undefined;
52
- latest?: true | undefined;
42
+ period: string;
53
43
  }>;
54
44
  export declare function normalizeGetTransactionsMcpInput(input: z.infer<typeof getTransactionsMcpInputSchema>): {
55
- readonly month: string;
56
- readonly latest?: undefined;
57
- } | {
58
- readonly month?: undefined;
59
45
  readonly latest: true;
46
+ readonly month?: undefined;
47
+ } | {
48
+ readonly latest?: undefined;
49
+ readonly month: string;
60
50
  };
61
51
  type McpToolDefinition = {
62
52
  annotations: {
package/dist/mcp/tools.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"tools.d.ts","sourceRoot":"","sources":["../../src/mcp/tools.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,KAAK,WAAW,EAAE,MAAM,KAAK,CAAC;AAU1C,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,mBAAmB,CAAC;AAExD,eAAO,MAAM,kBAAkB,IAA2B,CAAC;AAC3D,eAAO,MAAM,4BAA4B;;;CAclB,CAAC;AACxB,eAAO,MAAM,6BAA6B;;CAEnB,CAAC;AACxB,eAAO,MAAM,8BAA8B;;;;;;;;;;;;CAKpB,CAAC;AACxB,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;CAOlB,CAAC;AAExB,eAAO,MAAM,6BAA6B;;;;;;;;;;;;;;;EAUtC,CAAC;AAEL,wBAAgB,gCAAgC,CAC9C,KAAK,EAAE,CAAC,CAAC,KAAK,CAAC,OAAO,6BAA6B,CAAC;;;;;;EAOrD;AAkBD,KAAK,iBAAiB,GAAG;IACvB,WAAW,EAAE;QAAE,eAAe,EAAE,OAAO,CAAC;QAAC,aAAa,EAAE,OAAO,CAAC;QAAC,YAAY,EAAE,OAAO,CAAA;KAAE,CAAC;IACzF,WAAW,EAAE,MAAM,CAAC;IACpB,UAAU,EAAE,WAAW,CAAC;IACxB,IAAI,EAAE,cAAc,CAAC;IACrB,IAAI,EAAE,MAAM,CAAC;IACb,YAAY,EAAE,CAAC,CAAC,UAAU,CAAC;CAC5B,CAAC;AAWF,eAAO,MAAM,yBAAyB,6HAsDW,CAAC;AAElD,eAAO,MAAM,yBAAyB;iBAzEvB;QAAE,eAAe,EAAE,OAAO,CAAC;QAAC,aAAa,EAAE,OAAO,CAAC;QAAC,YAAY,EAAE,OAAO,CAAA;KAAE;iBAC3E,MAAM;UAEb,cAAc;UACd,MAAM;;;;;;;GAiFb,CAAC;AAEF,MAAM,MAAM,wBAAwB,GAAG,CAAC,OAAO,yBAAyB,CAAC,CAAC,MAAM,CAAC,CAAC"}
1
+ {"version":3,"file":"tools.d.ts","sourceRoot":"","sources":["../../src/mcp/tools.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,KAAK,WAAW,EAAE,MAAM,KAAK,CAAC;AAU1C,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,mBAAmB,CAAC;AAExD,eAAO,MAAM,kBAAkB,IAA2B,CAAC;AAC3D,eAAO,MAAM,4BAA4B;;CAOlB,CAAC;AACxB,eAAO,MAAM,6BAA6B;;CAEnB,CAAC;AACxB,eAAO,MAAM,8BAA8B;;;;;;;;;;;;CAKpB,CAAC;AACxB,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;CAOlB,CAAC;AAExB,eAAO,MAAM,6BAA6B;;;;;;EAAkD,CAAC;AAE7F,wBAAgB,gCAAgC,CAC9C,KAAK,EAAE,CAAC,CAAC,KAAK,CAAC,OAAO,6BAA6B,CAAC;;;;;;EAKrD;AAkBD,KAAK,iBAAiB,GAAG;IACvB,WAAW,EAAE;QAAE,eAAe,EAAE,OAAO,CAAC;QAAC,aAAa,EAAE,OAAO,CAAC;QAAC,YAAY,EAAE,OAAO,CAAA;KAAE,CAAC;IACzF,WAAW,EAAE,MAAM,CAAC;IACpB,UAAU,EAAE,WAAW,CAAC;IACxB,IAAI,EAAE,cAAc,CAAC;IACrB,IAAI,EAAE,MAAM,CAAC;IACb,YAAY,EAAE,CAAC,CAAC,UAAU,CAAC;CAC5B,CAAC;AAWF,eAAO,MAAM,yBAAyB,6HAsDW,CAAC;AAElD,eAAO,MAAM,yBAAyB;iBAzEvB;QAAE,eAAe,EAAE,OAAO,CAAC;QAAC,aAAa,EAAE,OAAO,CAAC;QAAC,YAAY,EAAE,OAAO,CAAA;KAAE;iBAC3E,MAAM;UAEb,cAAc;UACd,MAAM;;;;;;;GAiFb,CAAC;AAEF,MAAM,MAAM,wBAAwB,GAAG,CAAC,OAAO,yBAAyB,CAAC,CAAC,MAAM,CAAC,CAAC"}
package/dist/mcp/tools.js CHANGED
@@ -3,15 +3,10 @@ import { zodToJsonSchema } from 'zod-to-json-schema';
3
3
  import { automationInputSchema, automationOperationDescriptionResponseSchema, automationOperationSearchResponseSchema, financialContextSchema, latestTransactionsSchema, transactionMonthSchema, } from '../schemas/index.js';
4
4
  export const emptyMcpInputShape = {};
5
5
  export const getTransactionsMcpInputShape = {
6
- month: z
6
+ period: z
7
7
  .string()
8
- .regex(/^\d{4}-\d{2}$/, 'Expected YYYY-MM month.')
9
- .optional()
10
- .describe('Transaction month in YYYY-MM format. Mutually exclusive with latest. Months outside the covered range return an error.'),
11
- latest: z
12
- .literal(true)
13
- .optional()
14
- .describe('When true, return the fixed 10-day latest window. Mutually exclusive with month. A bare call with no arguments defaults to latest: true.'),
8
+ .regex(/^(?:latest|\d{4}-\d{2})$/, 'Expected "latest" or a YYYY-MM month.')
9
+ .describe('Use "latest" for the fixed 10-day window or a YYYY-MM month. Months outside the covered range return an error.'),
15
10
  };
16
11
  export const searchOperationsMcpInputShape = {
17
12
  query: z.string().max(200).optional().describe('Words describing the action or data you need.'),
@@ -30,23 +25,11 @@ export const invokeOperationMcpInputShape = {
30
25
  .optional()
31
26
  .describe('Approval ID returned by describe_operation for the exact write input.'),
32
27
  };
33
- export const getTransactionsMcpInputSchema = z
34
- .object(getTransactionsMcpInputShape)
35
- .strict()
36
- .superRefine((input, context) => {
37
- if (input.month !== undefined && input.latest !== undefined) {
38
- context.addIssue({
39
- code: z.ZodIssueCode.custom,
40
- message: '`month` and `latest` are mutually exclusive.',
41
- });
42
- }
43
- });
28
+ export const getTransactionsMcpInputSchema = z.object(getTransactionsMcpInputShape).strict();
44
29
  export function normalizeGetTransactionsMcpInput(input) {
45
- if (input.month !== undefined)
46
- return { month: input.month };
47
- if (input.latest === true || Object.keys(input).length === 0)
48
- return { latest: true };
49
- throw new Error('Call get_transactions with `month` in YYYY-MM format, `latest: true`, or no arguments.');
30
+ return input.period === 'latest'
31
+ ? { latest: true }
32
+ : { month: input.period };
50
33
  }
51
34
  const verifyKeyOutputSchema = z
52
35
  .object({
@@ -82,7 +65,7 @@ export const privateMcpToolDefinitions = [
82
65
  tool({
83
66
  mode: 'context',
84
67
  name: 'get_transactions',
85
- description: 'Read-only transactions from the FinancialContext artifact. Pass exactly one selector: `month` in YYYY-MM format for a month page, or `latest: true` for the fixed latest window. A bare call with no arguments defaults to `latest: true`. The latest window is fixed at 10 days and is not caller-configurable. `month` and `latest` are mutually exclusive. Months outside the covered range return an error.',
68
+ description: 'Read-only transactions from the FinancialContext artifact. Pass `period: "latest"` for the fixed 10-day latest window or `period: "YYYY-MM"` for a month page. The latest window is not caller-configurable. Months outside the covered range return an error.',
86
69
  annotations: { readOnlyHint: true, destructiveHint: false, openWorldHint: false },
87
70
  inputShape: getTransactionsMcpInputShape,
88
71
  outputSchema: z.union([transactionMonthSchema, latestTransactionsSchema]),
package/dist/mcp/tools.js.map CHANGED
@@ -1 +1 @@
1
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1
+ {"version":3,"file":"tools.js","sourceRoot":"","sources":["../../src/mcp/tools.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAoB,MAAM,KAAK,CAAC;AAC1C,OAAO,EAAE,eAAe,EAAE,MAAM,oBAAoB,CAAC;AACrD,OAAO,EACL,qBAAqB,EACrB,4CAA4C,EAC5C,uCAAuC,EACvC,sBAAsB,EACtB,wBAAwB,EACxB,sBAAsB,GACvB,MAAM,qBAAqB,CAAC;AAG7B,MAAM,CAAC,MAAM,kBAAkB,GAAG,EAAwB,CAAC;AAC3D,MAAM,CAAC,MAAM,4BAA4B,GAAG;IAC1C,MAAM,EAAE,CAAC;SACN,MAAM,EAAE;SACR,KAAK,CAAC,0BAA0B,EAAE,uCAAuC,CAAC;SAC1E,QAAQ,CACP,gHAAgH,CACjH;CACkB,CAAC;AACxB,MAAM,CAAC,MAAM,6BAA6B,GAAG;IAC3C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,+CAA+C,CAAC;CAC1E,CAAC;AACxB,MAAM,CAAC,MAAM,8BAA8B,GAAG;IAC5C,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC;IAC/B,KAAK,EAAE,qBAAqB;SACzB,QAAQ,EAAE;SACV,QAAQ,CAAC,0EAA0E,CAAC;CAClE,CAAC;AACxB,MAAM,CAAC,MAAM,4BAA4B,GAAG;IAC1C,GAAG,8BAA8B;IACjC,WAAW,EAAE,CAAC;SACX,MAAM,EAAE;SACR,IAAI,EAAE;SACN,QAAQ,EAAE;SACV,QAAQ,CAAC,uEAAuE,CAAC;CAC/D,CAAC;AAExB,MAAM,CAAC,MAAM,6BAA6B,GAAG,CAAC,CAAC,MAAM,CAAC,4BAA4B,CAAC,CAAC,MAAM,EAAE,CAAC;AAE7F,MAAM,UAAU,gCAAgC,CAC9C,KAAoD;IAEpD,OAAO,KAAK,CAAC,MAAM,KAAK,QAAQ;QAC9B,CAAC,CAAE,EAAE,MAAM,EAAE,IAAI,EAAY;QAC7B,CAAC,CAAE,EAAE,KAAK,EAAE,KAAK,CAAC,MAAM,EAAY,CAAC;AACzC,CAAC;AAED,MAAM,qBAAqB,GAAG,CAAC;KAC5B,MAAM,CAAC;IACN,QAAQ,EAAE,CAAC,CAAC,IAAI,CAAC,CAAC,YAAY,EAAE,SAAS,EAAE,OAAO,CAAC,CAAC,CAAC,QAAQ,EAAE;IAC/D,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE;IAClB,KAAK,EAAE,CAAC,CAAC,OAAO,EAAE;CACnB,CAAC;KACD,MAAM,EAAE,CAAC;AACZ,MAAM,2BAA2B,GAAG,CAAC;KAClC,MAAM,CAAC;IACN,IAAI,EAAE,CAAC,CAAC,OAAO,EAAE;IACjB,OAAO,EAAE,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;IAC7B,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE;IACxB,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,EAAE;CACzB,CAAC;KACD,MAAM,EAAE,CAAC;AAWZ,MAAM,IAAI,GAAG,CAAC,UAA6B,EAAE,EAAE,CAAC,UAAU,CAAC;AAE3D,MAAM,mBAAmB,GAAG,CAAC,MAA+B,EAAE,EAAE,CAAC,CAAC;IAChE,GAAG,MAAM;IACT,GAAG,CAAC,MAAM,CAAC,OAAO,KAAK,yCAAyC;QAC9D,CAAC,CAAC,EAAE,OAAO,EAAE,0CAA0C,EAAE;QACzD,CAAC,CAAC,EAAE,CAAC;CACR,CAAC,CAAC;AAEH,MAAM,CAAC,MAAM,yBAAyB,GAAG;IACvC,IAAI,CAAC;QACH,IAAI,EAAE,SAAS;QACf,IAAI,EAAE,uBAAuB;QAC7B,WAAW,EACT,gQAAgQ;QAClQ,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,eAAe,EAAE,KAAK,EAAE,aAAa,EAAE,KAAK,EAAE;QACjF,UAAU,EAAE,kBAAkB;QAC9B,YAAY,EAAE,sBAAsB;KACrC,CAAC;IACF,IAAI,CAAC;QACH,IAAI,EAAE,SAAS;QACf,IAAI,EAAE,kBAAkB;QACxB,WAAW,EACT,gQAAgQ;QAClQ,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,eAAe,EAAE,KAAK,EAAE,aAAa,EAAE,KAAK,EAAE;QACjF,UAAU,EAAE,4BAA4B;QACxC,YAAY,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,sBAAsB,EAAE,wBAAwB,CAAC,CAAC;KAC1E,CAAC;IACF,IAAI,CAAC;QACH,IAAI,EAAE,SAAS;QACf,IAAI,EAAE,YAAY;QAClB,WAAW,EAAE,+DAA+D;QAC5E,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,eAAe,EAAE,KAAK,EAAE,aAAa,EAAE,KAAK,EAAE;QACjF,UAAU,EAAE,kBAAkB;QAC9B,YAAY,EAAE,qBAAqB;KACpC,CAAC;IACF,IAAI,CAAC;QACH,IAAI,EAAE,YAAY;QAClB,IAAI,EAAE,mBAAmB;QACzB,WAAW,EACT,sGAAsG;QACxG,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,eAAe,EAAE,KAAK,EAAE,aAAa,EAAE,KAAK,EAAE;QACjF,UAAU,EAAE,6BAA6B;QACzC,YAAY,EAAE,uCAAuC;KACtD,CAAC;IACF,IAAI,CAAC;QACH,IAAI,EAAE,YAAY;QAClB,IAAI,EAAE,oBAAoB;QAC1B,WAAW,EACT,+KAA+K;QACjL,WAAW,EAAE,EAAE,YAAY,EAAE,KAAK,EAAE,eAAe,EAAE,KAAK,EAAE,aAAa,EAAE,KAAK,EAAE;QAClF,UAAU,EAAE,8BAA8B;QAC1C,YAAY,EAAE,4CAA4C;KAC3D,CAAC;IACF,IAAI,CAAC;QACH,IAAI,EAAE,YAAY;QAClB,IAAI,EAAE,kBAAkB;QACxB,WAAW,EACT,0JAA0J;QAC5J,WAAW,EAAE,EAAE,YAAY,EAAE,KAAK,EAAE,eAAe,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;QACjF,UAAU,EAAE,4BAA4B;QACxC,YAAY,EAAE,2BAA2B;KAC1C,CAAC;CAC6C,CAAC;AAElD,MAAM,CAAC,MAAM,yBAAyB,GAAG,yBAAyB,CAAC,GAAG,CACpE,CAAC,EAAE,UAAU,EAAE,YAAY,EAAE,GAAG,cAAc,EAAE,EAAE,EAAE,CAAC,CAAC;IACpD,GAAG,cAAc;IACjB,YAAY,EAAE,mBAAmB,CAC/B,eAAe,CAAC,CAAC,CAAC,MAAM,CAAC,UAAU,CAAC,CAAC,MAAM,EAAE,EAAE;QAC7C,YAAY,EAAE,MAAM;KACrB,CAA4B,CAC9B;IACD,aAAa,EAAE,mBAAmB,CAChC,eAAe,CAAC,YAAY,EAAE,EAAE,YAAY,EAAE,MAAM,EAAE,CAA4B,CACnF;CACF,CAAC,CACH,CAAC"}
package/dist/openapi/base.yaml CHANGED
@@ -220,8 +220,8 @@ paths:
220
220
 
221
221
  The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.
222
222
  Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool
223
- maps bare calls to the fixed latest window and accepts only `month` (`YYYY-MM`) or
224
- `latest: true`; it does not accept cursor, search, or `last_knowledge`.
223
+ accepts one required `period` string: `latest` for the fixed latest window or `YYYY-MM`
224
+ for a month. It does not accept cursor, search, or `last_knowledge`.
225
225
  Transaction amounts use the Warm/Plaid sign convention:
226
226
  positive = expense/debit, negative = income/credit.
227
227
 
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@warmio/contracts",
3
- "version": "1.2.0",
3
+ "version": "2.0.0",
4
4
  "description": "Side-effect-free public API and MCP contracts for Warm.",
5
5
  "license": "UNLICENSED",
6
6
  "type": "module",