@warmio/mcp 1.2.1 → 1.2.2

package/dist/server.js

@@ -28,12 +28,6 @@ function compactTransaction(t) {
         c: t.category || null,
     };
 }
-function matchesSearch(t, search) {
-    const s = search.toLowerCase();
-    const merchant = (t.merchant_name || t.name || '').toLowerCase();
-    const category = (t.category || '').toLowerCase();
-    return merchant.includes(s) || category.includes(s);
-}
 function inDateRange(t, since, until) {
     if (since && t.date < since)
         return false;
@@ -117,7 +111,7 @@ async function apiRequest(endpoint, params = {}) {
     }
     return response.json();
 }
-const server = new Server({ name: 'warm', version: '1.2.1' }, { capabilities: { tools: {} } });
+const server = new Server({ name: 'warm', version: '1.2.2' }, { capabilities: { tools: {} } });
 server.setRequestHandler(ListToolsRequestSchema, async () => ({
     tools: [
         {
@@ -131,14 +125,10 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
         },
         {
             name: 'get_transactions',
-            description: 'Search and analyze transactions. Use for: "How much did I spend on X?", "Show my Amazon purchases", "What did I buy last month?". Returns: {summary: {total, count, avg}, txns: [{d, a, m, c}]} where d=date, a=amount, m=merchant, c=category.',
+            description: 'Get transactions and analyze spending. Use for: "How much did I spend on coffee?", "Show my purchases", "What did I buy last month?". Returns: {summary: {total, count, avg}, txns: [{d, a, m, c}]} where d=date, a=amount, m=merchant, c=category. IMPORTANT: Do NOT pre-filter—fetch all transactions then analyze the `c` (category) field to answer category questions (coffee, dining, groceries, etc.). Category details take priority over merchant name string matching.',
             inputSchema: {
                 type: 'object',
                 properties: {
-                    search: {
-                        type: 'string',
-                        description: 'Filter by merchant or category (e.g., "coffee", "amazon", "groceries")',
-                    },
                     since: {
                         type: 'string',
                         description: 'Start date inclusive (YYYY-MM-DD)',
@@ -149,7 +139,7 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
                     },
                     limit: {
                         type: 'number',
-                        description: 'Max transactions (default: 50, max: 200)',
+                        description: 'Max transactions to return (default: 200, max: 500)',
                     },
                 },
             },
@@ -207,21 +197,19 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                 return { content: [{ type: 'text', text: JSON.stringify(data) }] };
             }
             case 'get_transactions': {
-                const search = args?.search ? String(args.search) : undefined;
                 const since = args?.since ? String(args.since) : undefined;
                 const until = args?.until ? String(args.until) : undefined;
-                const parsedLimit = args?.limit ? Number(args.limit) : 50;
+                const parsedLimit = args?.limit ? Number(args.limit) : 200;
                 const requestedLimit = Number.isFinite(parsedLimit)
-                    ? Math.max(1, Math.min(Math.floor(parsedLimit), 200))
-                    : 50;
-                const needsClientFiltering = Boolean(search || until);
+                    ? Math.max(1, Math.min(Math.floor(parsedLimit), 500))
+                    : 200;
                 let transactions = [];
                 let cursor;
                 let pagesFetched = 0;
                 let scanned = 0;
                 do {
                     const params = {
-                        limit: String(needsClientFiltering ? TRANSACTION_PAGE_SIZE : requestedLimit),
+                        limit: String(TRANSACTION_PAGE_SIZE),
                     };
                     if (since)
                         params.last_knowledge = since;
@@ -233,18 +221,11 @@ server.setRequestHandler(CallToolRequestSchema, async (request) => {
                     scanned += batch.length;
                     pagesFetched += 1;
                     cursor = response.cursor;
-                    if (!needsClientFiltering) {
-                        break;
-                    }
                 } while (cursor && pagesFetched < MAX_TRANSACTION_PAGES && scanned < MAX_TRANSACTION_SCAN);
                 // Apply date range filter (until is client-side since API only supports since)
                 if (until) {
                     transactions = transactions.filter((t) => inDateRange(t, since, until));
                 }
-                // Apply search filter
-                if (search) {
-                    transactions = transactions.filter((t) => matchesSearch(t, search));
-                }
                 const compactTxns = transactions.map(compactTransaction);
                 // Calculate summary on ALL matching transactions
                 const summary = calculateSummary(compactTxns);

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@warmio/mcp",
-  "version": "1.2.1",
+  "version": "1.2.2",
   "description": "MCP server for Warm Financial API",
   "type": "module",
   "main": "dist/index.js",