@warmio/contracts 1.2.0 → 3.0.0

package/dist/mcp/distribution.js

@@ -2,17 +2,13 @@
  * Separate package module: installer and client configuration facts are shared
  * by the app and docs but are not part of the API endpoint registry.
  */
-export const WARM_MCP_PACKAGE_NAME = '@warmio/mcp';
-export const WARM_MCP_PACKAGE_SPEC = `${WARM_MCP_PACKAGE_NAME}@latest`;
-export const WARM_MCP_INSTALL_COMMAND = `npx -y ${WARM_MCP_PACKAGE_SPEC}`;
-export const WARM_MCP_MINIMUM_NODE_VERSION = '>=18';
-import { apiAudienceRegistry } from '../api/endpoints.js';
-export const WARM_MCP_MODES = Object.values(apiAudienceRegistry).map(({ mcp_mode }) => mcp_mode);
+import { warmMcpPackageReleaseMetadata } from '../generated/mcp-package-release-metadata.js';
 export const WARM_MCP_CLIENTS = [
     {
         id: 'claude-code',
         name: 'Claude Code',
         format: 'json',
+        configDialect: 'mcpServers',
         alwaysInclude: true,
         configPaths: {
             darwin: { root: 'home', segments: ['.claude.json'] },
@@ -24,6 +20,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'claude-desktop',
         name: 'Claude Desktop',
         format: 'json',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: {
                 root: 'home',
@@ -43,6 +40,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'cursor',
         name: 'Cursor',
         format: 'json',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: { root: 'home', segments: ['.cursor', 'mcp.json'] },
             linux: { root: 'home', segments: ['.cursor', 'mcp.json'] },
@@ -53,6 +51,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'windsurf',
         name: 'Windsurf',
         format: 'json',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: { root: 'home', segments: ['.codeium', 'windsurf', 'mcp_config.json'] },
             linux: { root: 'home', segments: ['.codeium', 'windsurf', 'mcp_config.json'] },
@@ -63,6 +62,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'opencode',
         name: 'OpenCode',
         format: 'json',
+        configDialect: 'openCode',
         configPaths: {
             darwin: { root: 'home', segments: ['.config', 'opencode', 'opencode.json'] },
             linux: { root: 'home', segments: ['.config', 'opencode', 'opencode.json'] },
@@ -73,6 +73,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'codex-cli',
         name: 'Codex CLI',
         format: 'toml',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: { root: 'home', segments: ['.codex', 'config.toml'] },
             linux: { root: 'home', segments: ['.codex', 'config.toml'] },
@@ -83,6 +84,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'antigravity',
         name: 'Antigravity',
         format: 'json',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: { root: 'home', segments: ['.gemini', 'antigravity', 'mcp_config.json'] },
             linux: { root: 'home', segments: ['.gemini', 'antigravity', 'mcp_config.json'] },
@@ -93,6 +95,7 @@ export const WARM_MCP_CLIENTS = [
         id: 'gemini-cli',
         name: 'Gemini CLI',
         format: 'json',
+        configDialect: 'mcpServers',
         configPaths: {
             darwin: { root: 'home', segments: ['.gemini', 'settings.json'] },
             linux: { root: 'home', segments: ['.gemini', 'settings.json'] },
@@ -106,48 +109,39 @@ export const WARM_MCP_PROJECT_CONFIGS = [
     '.vscode/mcp.json',
 ];
 export const WARM_MCP_CREDENTIALS = {
-    automation: {
-        apiKeyEnv: 'WARM_AUTOMATION_API_KEY',
-        apiKeyFileEnv: 'WARM_AUTOMATION_API_KEY_FILE',
-        defaultFileName: 'automation_api_key',
-    },
-    context: {
-        apiKeyEnv: 'WARM_CONTEXT_API_KEY',
-        apiKeyFileEnv: 'WARM_CONTEXT_API_KEY_FILE',
-        defaultFileName: 'context_api_key',
-    },
+    apiKeyEnv: 'WARM_API_KEY',
+    apiKeyFileEnv: 'WARM_API_KEY_FILE',
+    defaultFileName: 'api_key',
 };
-export const WARM_MCP_SERVER_CONFIGS = {
-    automation: {
-        serverName: 'warm-automation',
+export function createWarmMcpManifest(metadata) {
+    const packageSpec = `${metadata.name}@latest`;
+    const installCommand = `npx -y ${packageSpec}`;
+    const serverConfig = {
+        args: ['-y', packageSpec, 'mcp'],
         command: 'npx',
-        args: ['-y', WARM_MCP_PACKAGE_SPEC, 'mcp', '--mode', 'automation'],
-    },
-    context: {
         serverName: 'warm',
-        command: 'npx',
-        args: ['-y', WARM_MCP_PACKAGE_SPEC, 'mcp', '--mode', 'context'],
-    },
-};
-export const WARM_MCP_INSTALLER_COMMANDS = {
-    automation: `${WARM_MCP_INSTALL_COMMAND} install --mode automation`,
-    context: `${WARM_MCP_INSTALL_COMMAND} install --mode context`,
-};
-export const WARM_MCP_SERVER_COMMANDS = {
-    automation: `${WARM_MCP_INSTALL_COMMAND} mcp --mode automation`,
-    context: `${WARM_MCP_INSTALL_COMMAND} mcp --mode context`,
-};
-export const WARM_MCP_MANIFEST = {
-    clients: WARM_MCP_CLIENTS,
-    credentials: WARM_MCP_CREDENTIALS,
-    installCommand: WARM_MCP_INSTALL_COMMAND,
-    installerCommands: WARM_MCP_INSTALLER_COMMANDS,
-    minimumNodeVersion: WARM_MCP_MINIMUM_NODE_VERSION,
-    modes: WARM_MCP_MODES,
-    packageName: WARM_MCP_PACKAGE_NAME,
-    packageSpec: WARM_MCP_PACKAGE_SPEC,
-    projectConfigs: WARM_MCP_PROJECT_CONFIGS,
-    serverCommands: WARM_MCP_SERVER_COMMANDS,
-    serverConfigs: WARM_MCP_SERVER_CONFIGS,
-};
+    };
+    return {
+        clients: WARM_MCP_CLIENTS,
+        credentials: WARM_MCP_CREDENTIALS,
+        installCommand,
+        installerCommand: `${installCommand} install`,
+        minimumNodeVersion: metadata.nodeEngine,
+        packageName: metadata.name,
+        packageSpec,
+        packageVersion: metadata.version,
+        projectConfigs: WARM_MCP_PROJECT_CONFIGS,
+        serverCommand: `${installCommand} mcp`,
+        serverConfig,
+    };
+}
+export const WARM_MCP_MANIFEST = createWarmMcpManifest(warmMcpPackageReleaseMetadata);
+export const WARM_MCP_PACKAGE_NAME = WARM_MCP_MANIFEST.packageName;
+export const WARM_MCP_PACKAGE_VERSION = WARM_MCP_MANIFEST.packageVersion;
+export const WARM_MCP_PACKAGE_SPEC = WARM_MCP_MANIFEST.packageSpec;
+export const WARM_MCP_INSTALL_COMMAND = WARM_MCP_MANIFEST.installCommand;
+export const WARM_MCP_MINIMUM_NODE_VERSION = WARM_MCP_MANIFEST.minimumNodeVersion;
+export const WARM_MCP_SERVER_CONFIG = WARM_MCP_MANIFEST.serverConfig;
+export const WARM_MCP_INSTALLER_COMMAND = WARM_MCP_MANIFEST.installerCommand;
+export const WARM_MCP_SERVER_COMMAND = WARM_MCP_MANIFEST.serverCommand;
 //# sourceMappingURL=distribution.js.map

package/dist/mcp/distribution.js.map

@@ -1 +1 @@
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package/dist/mcp/tools.d.ts

@@ -1,9 +1,7 @@
 import { z, type ZodRawShape } from 'zod';
-import type { PrivateMcpMode } from './distribution.js';
 export declare const emptyMcpInputShape: {};
 export declare const getTransactionsMcpInputShape: {
-    month: z.ZodOptional<z.ZodString>;
-    latest: z.ZodOptional<z.ZodLiteral<true>>;
+    period: z.ZodString;
 };
 export declare const searchOperationsMcpInputShape: {
     query: z.ZodOptional<z.ZodString>;
@@ -35,28 +33,19 @@ export declare const invokeOperationMcpInputShape: {
     }>>;
     approval_id: z.ZodOptional<z.ZodString>;
 };
-export declare const getTransactionsMcpInputSchema: z.ZodEffects<z.ZodObject<{
-    month: z.ZodOptional<z.ZodString>;
-    latest: z.ZodOptional<z.ZodLiteral<true>>;
+export declare const getTransactionsMcpInputSchema: z.ZodObject<{
+    period: z.ZodString;
 }, "strict", z.ZodTypeAny, {
-    month?: string | undefined;
-    latest?: true | undefined;
+    period: string;
 }, {
-    month?: string | undefined;
-    latest?: true | undefined;
-}>, {
-    month?: string | undefined;
-    latest?: true | undefined;
-}, {
-    month?: string | undefined;
-    latest?: true | undefined;
+    period: string;
 }>;
 export declare function normalizeGetTransactionsMcpInput(input: z.infer<typeof getTransactionsMcpInputSchema>): {
-    readonly month: string;
-    readonly latest?: undefined;
-} | {
-    readonly month?: undefined;
     readonly latest: true;
+    readonly month?: undefined;
+} | {
+    readonly latest?: undefined;
+    readonly month: string;
 };
 type McpToolDefinition = {
     annotations: {
@@ -66,11 +55,10 @@ type McpToolDefinition = {
     };
     description: string;
     inputShape: ZodRawShape;
-    mode: PrivateMcpMode;
     name: string;
     outputSchema: z.ZodTypeAny;
 };
-export declare const privateMcpToolDefinitions: readonly [McpToolDefinition, McpToolDefinition, McpToolDefinition, McpToolDefinition, McpToolDefinition, McpToolDefinition];
+export declare const privateMcpToolDefinitions: readonly [McpToolDefinition, McpToolDefinition, McpToolDefinition, McpToolDefinition, McpToolDefinition];
 export declare const privateMcpToolDescriptors: {
     annotations: {
         destructiveHint: boolean;
@@ -78,7 +66,6 @@ export declare const privateMcpToolDescriptors: {
         readOnlyHint: boolean;
     };
     description: string;
-    mode: PrivateMcpMode;
     name: string;
     input_schema: {
         $schema?: string | undefined;

package/dist/mcp/tools.d.ts.map

@@ -1 +1 @@
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package/dist/mcp/tools.js

@@ -3,15 +3,10 @@ import { zodToJsonSchema } from 'zod-to-json-schema';
 import { automationInputSchema, automationOperationDescriptionResponseSchema, automationOperationSearchResponseSchema, financialContextSchema, latestTransactionsSchema, transactionMonthSchema, } from '../schemas/index.js';
 export const emptyMcpInputShape = {};
 export const getTransactionsMcpInputShape = {
-    month: z
+    period: z
         .string()
-        .regex(/^\d{4}-\d{2}$/, 'Expected YYYY-MM month.')
-        .optional()
-        .describe('Transaction month in YYYY-MM format. Mutually exclusive with latest. Months outside the covered range return an error.'),
-    latest: z
-        .literal(true)
-        .optional()
-        .describe('When true, return the fixed 10-day latest window. Mutually exclusive with month. A bare call with no arguments defaults to latest: true.'),
+        .regex(/^(?:latest|\d{4}-\d{2})$/, 'Expected "latest" or a YYYY-MM month.')
+        .describe('Use "latest" for the fixed 10-day window or a YYYY-MM month. Months outside the covered range return an error.'),
 };
 export const searchOperationsMcpInputShape = {
     query: z.string().max(200).optional().describe('Words describing the action or data you need.'),
@@ -30,31 +25,12 @@ export const invokeOperationMcpInputShape = {
         .optional()
         .describe('Approval ID returned by describe_operation for the exact write input.'),
 };
-export const getTransactionsMcpInputSchema = z
-    .object(getTransactionsMcpInputShape)
-    .strict()
-    .superRefine((input, context) => {
-    if (input.month !== undefined && input.latest !== undefined) {
-        context.addIssue({
-            code: z.ZodIssueCode.custom,
-            message: '`month` and `latest` are mutually exclusive.',
-        });
-    }
-});
+export const getTransactionsMcpInputSchema = z.object(getTransactionsMcpInputShape).strict();
 export function normalizeGetTransactionsMcpInput(input) {
-    if (input.month !== undefined)
-        return { month: input.month };
-    if (input.latest === true || Object.keys(input).length === 0)
-        return { latest: true };
-    throw new Error('Call get_transactions with `month` in YYYY-MM format, `latest: true`, or no arguments.');
+    return input.period === 'latest'
+        ? { latest: true }
+        : { month: input.period };
 }
-const verifyKeyOutputSchema = z
-    .object({
-    audience: z.enum(['automation', 'context', 'oauth']).optional(),
-    status: z.string(),
-    valid: z.boolean(),
-})
-    .strict();
 const operationInvokeOutputSchema = z
     .object({
     body: z.unknown(),
@@ -72,7 +48,6 @@ const normalizeJsonSchema = (schema) => ({
 });
 export const privateMcpToolDefinitions = [
     tool({
-        mode: 'context',
         name: 'get_financial_context',
         description: 'Read-only compact FinancialContext JSON. Includes status.position, status.accounts, transaction index total/months, recurring, budgets, goals, snapshots, liabilities, holdings, and health. Transaction items are not inline; use get_transactions for items.',
         annotations: { readOnlyHint: true, destructiveHint: false, openWorldHint: false },
@@ -80,23 +55,13 @@ export const privateMcpToolDefinitions = [
         outputSchema: financialContextSchema,
     }),
     tool({
-        mode: 'context',
         name: 'get_transactions',
-        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.',
+        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.',
         annotations: { readOnlyHint: true, destructiveHint: false, openWorldHint: false },
         inputShape: getTransactionsMcpInputShape,
         outputSchema: z.union([transactionMonthSchema, latestTransactionsSchema]),
     }),
     tool({
-        mode: 'context',
-        name: 'verify_key',
-        description: 'Read-only API key validation for the configured Warm account.',
-        annotations: { readOnlyHint: true, destructiveHint: false, openWorldHint: false },
-        inputShape: emptyMcpInputShape,
-        outputSchema: verifyKeyOutputSchema,
-    }),
-    tool({
-        mode: 'automation',
         name: 'search_operations',
         description: 'Search the supported Warm operation catalog. Use this first to find the smallest matching operation.',
         annotations: { readOnlyHint: true, destructiveHint: false, openWorldHint: false },
@@ -104,7 +69,6 @@ export const privateMcpToolDefinitions = [
         outputSchema: automationOperationSearchResponseSchema,
     }),
     tool({
-        mode: 'automation',
         name: 'describe_operation',
         description: 'Describe one operation, including its input schema and risk. For write operations, pass the exact intended input to receive an approval with its ID, status, URL, and expiry.',
         annotations: { readOnlyHint: false, destructiveHint: false, openWorldHint: false },
@@ -112,7 +76,6 @@ export const privateMcpToolDefinitions = [
         outputSchema: automationOperationDescriptionResponseSchema,
     }),
     tool({
-        mode: 'automation',
         name: 'invoke_operation',
         description: 'Invoke one previously discovered Warm operation. Every write operation requires the approval_id returned for the exact same input by describe_operation.',
         annotations: { readOnlyHint: false, destructiveHint: true, openWorldHint: false },

package/dist/mcp/tools.js.map

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package/dist/openapi/base.yaml

@@ -5,20 +5,17 @@ info:
     Read your financial context or invoke supported Warm actions through a compact operation catalog.
 
     ## Authentication
-    All requests use `Authorization: Bearer`. API keys are created for either read-only context
-    access or automation access in Settings on paid Warm plans.
-
-    Read/export routes accept `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`.
-    Automation routes require an automation key (`warm_auto_...`) and do not accept access tokens.
+    All requests use `Authorization: Bearer`. Each account has one non-expiring full-access
+    API key (`warm_...`) for raw API and local MCP use. Read/export routes also accept a
+    signed-in access token; access tokens never authorize automation operations.
 
     Unauthenticated responses include `WWW-Authenticate` guidance and protected resource metadata.
 
     ## Rate Limits
-    - Context keys: 200 requests per hour per key
-    - Automation keys: 500 requests per hour per key
+    - API keys: 500 requests per hour per key
     - Rate limit headers included in authenticated responses
     - `/api/export` supports dataset-scoped delta sync with `since` and publishes edge-cache metadata headers
-  version: '2.0.0'
+  version: '3.0.0'
   contact:
     name: Warm Support
     url: https://warm.io/support
@@ -39,9 +36,7 @@ paths:
       operationId: verifyApiAccess
       summary: Verify API credentials
       description: |
-        Validate a Warm API key or signed-in user access token against the public verification route.
-
-        This endpoint is the canonical readiness check for public API clients and discovery tools.
+        Validate a Warm API key or signed-in user access token for installer and Settings flows.
       tags:
         - Verification
       responses:
@@ -50,23 +45,7 @@ paths:
           content:
             application/json:
               schema:
-                type: object
-                required:
-                  - status
-                  - valid
-                  - auth
-                properties:
-                  status:
-                    type: string
-                    enum: [ok]
-                  valid:
-                    type: boolean
-                  auth:
-                    type: string
-                    description: Auth method used to satisfy verification
-                  audience:
-                    type: string
-                    enum: [context, automation, oauth]
+                $ref: '#/components/schemas/VerifyApiResponse'
         '401':
           $ref: '#/components/responses/Unauthorized'
         '403':
@@ -82,7 +61,7 @@ paths:
         Fetch a canonical financial dataset export from the unified `/api/export` surface.
 
         Use `dataset=transactions` for paginated transaction history. Other datasets return
-        a typed JSON object keyed by the dataset name or retained public alias.
+        a typed JSON object keyed by the documented dataset name.
 
         Preferred dataset names are `accounts`, `transactions`, `snapshots`, `recurring`,
         `budgets`, `goals`, `health`, `liabilities`, and `holdings`.
@@ -91,7 +70,7 @@ paths:
       parameters:
         - name: dataset
           in: query
-          description: Dataset identifier or retained public alias
+          description: Dataset identifier
           required: true
           schema:
             type: string
@@ -112,13 +91,6 @@ paths:
           schema:
             type: string
             format: date-time
-        - name: last_knowledge
-          in: query
-          description: Legacy alias for `since`
-          required: false
-          schema:
-            type: string
-            format: date-time
         - name: limit
           in: query
           description: Maximum transactions per page when `dataset=transactions`
@@ -153,19 +125,16 @@ paths:
           content:
             application/json:
               schema:
-                type: object
-                description: Dataset-shaped JSON response keyed by the requested dataset
-                properties:
-                  generated_at:
-                    type: string
-                    format: date-time
-                  next_knowledge:
-                    type: string
-                    format: date-time
-                    nullable: true
-                  pagination:
-                    $ref: '#/components/schemas/Pagination'
-                additionalProperties: true
+                oneOf:
+                  - $ref: '#/components/schemas/ExportAccountsResponse'
+                  - $ref: '#/components/schemas/ExportTransactionsResponse'
+                  - $ref: '#/components/schemas/ExportSnapshotsResponse'
+                  - $ref: '#/components/schemas/ExportRecurringResponse'
+                  - $ref: '#/components/schemas/ExportBudgetsResponse'
+                  - $ref: '#/components/schemas/ExportGoalsResponse'
+                  - $ref: '#/components/schemas/ExportHealthResponse'
+                  - $ref: '#/components/schemas/ExportLiabilitiesResponse'
+                  - $ref: '#/components/schemas/ExportHoldingsResponse'
         '400':
           description: Invalid query parameters
         '401':
@@ -220,8 +189,8 @@ paths:
 
         The raw API requires exactly one selector: `month=YYYY-MM` or `latest=1`.
         Bare calls are invalid on the raw API. The current `@warmio/mcp` `get_transactions` tool
-        maps bare calls to the fixed latest window and accepts only `month` (`YYYY-MM`) or
-        `latest: true`; it does not accept cursor, search, or `last_knowledge`.
+        accepts one required `period` string: `latest` for the fixed latest window or `YYYY-MM`
+        for a month. It does not accept export pagination or filtering controls.
         Transaction amounts use the Warm/Plaid sign convention:
         positive = expense/debit, negative = income/credit.
 
@@ -317,7 +286,7 @@ paths:
       summary: Search supported automation operations
       tags: [Automation]
       security:
-        - AutomationKeyAuth: []
+        - BearerAuth: []
       requestBody:
         required: false
         content:
@@ -360,7 +329,7 @@ paths:
       summary: Describe one operation and request owner approval when required
       tags: [Automation]
       security:
-        - AutomationKeyAuth: []
+        - BearerAuth: []
       requestBody:
         required: true
         content:
@@ -412,7 +381,7 @@ paths:
       summary: Invoke one supported operation
       tags: [Automation]
       security:
-        - AutomationKeyAuth: []
+        - BearerAuth: []
       requestBody:
         required: true
         content:
@@ -451,10 +420,6 @@ components:
       type: http
       scheme: bearer
       description: 'Read/export format: `Authorization: Bearer YOUR_API_KEY_OR_ACCESS_TOKEN`'
-    AutomationKeyAuth:
-      type: http
-      scheme: bearer
-      description: 'Automation format: `Authorization: Bearer warm_auto_...`'
 
   headers:
     ETag:
@@ -604,7 +569,7 @@ components:
         next_knowledge:
           type: string
           format: date-time
-          description: Use as `last_knowledge` in next request for delta sync
+          description: Use as `since` in the next request for delta sync
           example: '2026-01-10T15:30:00Z'
         accounts:
           type: array
@@ -1063,11 +1028,20 @@ components:
 
     Error:
       type: object
+      additionalProperties: false
       required:
         - error
       properties:
         error:
           type: string
+    VerifyApiResponse:
+      type: object
+      additionalProperties: false
+      required: [valid]
+      properties:
+        valid:
+          type: boolean
+          enum: [true]
           description: Human-readable error message
           example: Invalid API key.
 

package/dist/openapi/build-openapi.d.ts

@@ -1,4 +1,5 @@
 type OpenApiOperation = {
+    description?: string;
     operationId?: string;
     security?: Array<Record<string, never[]>>;
     summary?: string;

package/dist/openapi/build-openapi.d.ts.map

@@ -1 +1 @@
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