@warmio/mcp 11.0.5 → 11.0.9

package/dist/server.js

@@ -1,7 +1,6 @@
 import * as fs from 'node:fs';
 /* oxlint-disable anti-slop/no-shape-in-symbol-names -- inputShape and ZodRawShape are canonical MCP/Zod contract terms. */
 import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
-import { toJsonSchemaCompat } from '@modelcontextprotocol/sdk/server/zod-json-schema-compat.js';
 import { CallToolRequestSchema, ErrorCode, ListToolsRequestSchema, McpError, } from '@modelcontextprotocol/sdk/types.js';
 import { z } from 'zod';
 import { getTransactionsMcpInputSchema, normalizeGetTransactionsMcpInput, privateMcpToolDefinitions, privateMcpToolDescriptors, } from '@warmio/contracts/mcp';
@@ -10,7 +9,10 @@ import { createReadOnlyWarmApiClient, createWarmApiClient, WarmApiError, } from
 export { createReadOnlyWarmApiClient, createWarmApiClient, getConfiguredApiKey, WarmApiError, } from './warm-api-client.js';
 function packageVersion() {
     try {
-        return (JSON.parse(fs.readFileSync(new URL('../package.json', import.meta.url), 'utf8')).version || '0.0.0');
+        // oxfmt-ignore
+        return (
+        // oxlint-disable-next-line typescript/consistent-type-assertions -- [typescript/consistent-type-assertions] Pre-existing production TypeScript assertion surfaced by the corrected assertion-expression family classifier.
+        JSON.parse(fs.readFileSync(new URL('../package.json', import.meta.url), 'utf8')).version || '0.0.0');
     }
     catch {
         return '0.0.0';
@@ -20,7 +22,7 @@ export const WARM_SERVER_INFO = { name: 'warm', version: packageVersion() };
 // oxlint-disable-next-line anti-slop/no-object-parameters -- MCP structured content requires a JSON object result.
 function structuredResult(value, isError = false) {
     return {
-        content: [{ type: 'text', text: JSON.stringify(value, null, 2) }],
+        content: [{ type: 'text', text: JSON.stringify(value) }],
         ...(isError ? { isError: true } : { structuredContent: value }),
     };
 }
@@ -49,6 +51,9 @@ function mcpOutputSchema(name) {
         ? outputSchema
         : { ...outputSchema, type: 'object' };
 }
+function isMcpToolInputSchema(value) {
+    return 'type' in value && value.type === 'object';
+}
 function readToolDefinitions(client) {
     return [
         {
@@ -57,7 +62,7 @@ function readToolDefinitions(client) {
         },
         {
             ...descriptor('get_transactions'),
-            handler: async (args) => await client.getTransactions(normalizeGetTransactionsMcpInput(getTransactionsMcpInputSchema.parse(args))),
+            handler: async (args) => await client.getTransactions(normalizeGetTransactionsMcpInput(args)),
         },
     ];
 }
@@ -65,47 +70,61 @@ function automationToolDefinitions(client) {
     return [
         {
             ...descriptor('search_operations'),
-            handler: async (args) => await client.searchOperations(z.string().optional().parse(args.query)),
+            handler: async (args) => await client.searchOperations(z.string().optional().parse(args['query'])),
         },
         {
             ...descriptor('describe_operation'),
-            handler: async (args) => await client.describeOperation(z.string().parse(args.operation_id), automationInputSchema.optional().parse(args.input)),
+            handler: async (args) => await client.describeOperation(z.string().parse(args['operation_id']), automationInputSchema.optional().parse(args['input'])),
         },
         {
             ...descriptor('invoke_operation'),
-            handler: async (args) => await client.invokeOperation(z.string().parse(args.operation_id), automationInputSchema.optional().parse(args.input), z.string().uuid().optional().parse(args.approval_id)),
+            handler: async (args) => await client.invokeOperation(z.string().parse(args['operation_id']), automationInputSchema.optional().parse(args['input']), z.string().uuid().optional().parse(args['approval_id'])),
         },
     ];
 }
 function registerTools(server, tools) {
     server.server.registerCapabilities({ tools: { listChanged: true } });
     server.server.setRequestHandler(ListToolsRequestSchema, () => ({
-        tools: tools.map((tool) => ({
-            annotations: tool.annotations,
-            description: tool.description,
-            inputSchema: toJsonSchemaCompat(z.object(tool.inputShape).strict(), {
-                pipeStrategy: 'input',
-                strictUnions: true,
-            }),
-            outputSchema: mcpOutputSchema(tool.name),
-            name: tool.name,
-        })),
+        tools: tools.map((tool) => {
+            const inputSchema = canonicalToolDescriptor(tool.name).input_schema;
+            if (!isMcpToolInputSchema(inputSchema)) {
+                throw new Error(`Invalid MCP input schema for ${tool.name}.`);
+            }
+            return {
+                annotations: tool.annotations,
+                description: tool.description,
+                inputSchema,
+                outputSchema: mcpOutputSchema(tool.name),
+                name: tool.name,
+            };
+        }),
     }));
     server.server.setRequestHandler(CallToolRequestSchema, async (request) => {
         const tool = tools.find((candidate) => candidate.name === request.params.name);
         if (!tool)
             throw new McpError(ErrorCode.InvalidParams, `Tool ${request.params.name} not found`);
+        const invoke = async (name, handler) => {
+            try {
+                const result = await handler();
+                const invokeStatus = z.object({ status: z.number() }).safeParse(result);
+                return structuredResult(result, name === 'invoke_operation' && invokeStatus.success && invokeStatus.data.status >= 400);
+            }
+            catch (error) {
+                return toolFailure(error);
+            }
+        };
+        if (tool.name === 'get_transactions') {
+            const parsed = await getTransactionsMcpInputSchema.safeParseAsync(request.params.arguments ?? {});
+            if (!parsed.success)
+                throw new McpError(ErrorCode.InvalidParams, `Invalid arguments for tool ${tool.name}: ${parsed.error.message}`);
+            return await invoke(tool.name, () => tool.handler(parsed.data));
+        }
         const parsed = await z
             .object(tool.inputShape)
             .strict()
             .safeParseAsync(request.params.arguments ?? {});
         if (!parsed.success)
             throw new McpError(ErrorCode.InvalidParams, `Invalid arguments for tool ${tool.name}: ${parsed.error.message}`);
-        if (tool.name === 'get_transactions') {
-            const transactionInput = await getTransactionsMcpInputSchema.safeParseAsync(parsed.data);
-            if (!transactionInput.success)
-                throw new McpError(ErrorCode.InvalidParams, `Invalid arguments for tool ${tool.name}: ${transactionInput.error.message}`);
-        }
         try {
             const result = await tool.handler(parsed.data);
             const invokeStatus = z.object({ status: z.number() }).safeParse(result);

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package/dist/warm-api-client.d.ts

@@ -1,5 +1,9 @@
-import type { AutomationInput, AutomationOperation, FinancialContext, FinancialContextMeta, LatestTransactions, TransactionMonth } from '@warmio/contracts/types';
-export type { AutomationInput, AutomationOperation, FinancialContext, FinancialContextMeta, LatestTransactions, TransactionMonth, } from '@warmio/contracts/types';
+import type { normalizeGetTransactionsMcpInput } from '@warmio/contracts/mcp';
+import type { AutomationInput, AutomationOperation, FinancialContext, FinancialContextMeta, FinancialContextTransactionsRequest, LatestTransactions, TransactionMonth } from '@warmio/contracts/types';
+export type { AutomationInput, AutomationOperation, FinancialContext, FinancialContextMeta, FinancialContextTransactionsRequest, LatestTransactions, TransactionMonth, } from '@warmio/contracts/types';
+export type FinancialContextMonth = Extract<FinancialContextTransactionsRequest, {
+    month: string;
+}>['month'];
 export interface WarmApiClientOptions {
     apiKeyResolver?: () => string | null;
     apiUrl?: string;
@@ -9,13 +13,7 @@ export interface WarmApiClientOptions {
 export interface ReadOnlyWarmApiClientOptions extends Omit<WarmApiClientOptions, 'apiKeyResolver'> {
     accessTokenResolver: () => string | null;
 }
-export type GetTransactionsInput = {
-    month: string;
-    latest?: never;
-} | {
-    latest: true;
-    month?: never;
-};
+export type GetTransactionsInput = ReturnType<typeof normalizeGetTransactionsMcpInput>;
 export type GetTransactionsOutput = TransactionMonth | LatestTransactions;
 export type AutomationOperationDescription = AutomationOperation & {
     input_schema: Record<string, unknown>;
@@ -62,6 +60,7 @@ export declare class WarmApiError extends Error {
     get headers(): Record<string, string>;
     get status(): number;
 }
+export declare const BANK_LOGIN_CAPACITY_EXCEEDED_CODE = "bank_login_capacity_exceeded";
 export declare function createWarmApiClient(options?: WarmApiClientOptions): WarmApiClient;
 export declare function createReadOnlyWarmApiClient(options: ReadOnlyWarmApiClientOptions): ReadOnlyWarmApiClient;
 //# sourceMappingURL=warm-api-client.d.ts.map

package/dist/warm-api-client.d.ts.map

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package/dist/warm-api-client.js

@@ -1,10 +1,17 @@
 import { API_ORIGIN, apiEndpointManifest } from '@warmio/contracts/api';
+import { automationInvocationResponseSchema, automationOperationDescriptionResponseSchema, automationOperationSearchResponseSchema, financialContextMetaSchema, financialContextSchema, latestTransactionsSchema, transactionMonthSchema, } from '@warmio/contracts/schemas';
 import { WARM_MCP_CREDENTIALS, WARM_MCP_INSTALLER_COMMAND } from '@warmio/contracts/mcp';
 import { z } from 'zod';
 import { getWarmApiKeyPath, readConfigFile } from './config-paths.js';
 export const API_URL = API_ORIGIN;
-const DEFAULT_TIMEOUT_MS = Number(process.env.WARM_API_TIMEOUT_MS || 10_000) || 10_000;
-const endpointByOperationId = Object.fromEntries(apiEndpointManifest.map((endpoint) => [endpoint.operation_id, endpoint.path]));
+const endpointByOperationId = new Map(apiEndpointManifest.map((endpoint) => [endpoint.operation_id, endpoint.path]));
+function endpointFor(operationId) {
+    const endpoint = endpointByOperationId.get(operationId);
+    if (!endpoint)
+        throw new Error(`Unknown Warm API operation: ${operationId}`);
+    return endpoint;
+}
+const DEFAULT_TIMEOUT_MS = Number(process.env['WARM_API_TIMEOUT_MS'] || 10_000) || 10_000;
 let cachedApiKey;
 export function getConfiguredApiKey() {
     if (cachedApiKey !== undefined)
@@ -47,22 +54,54 @@ function parseResponseBody(text) {
         return text;
     }
 }
+function parseDescribeOperationResponse(value) {
+    const parsed = automationOperationDescriptionResponseSchema.parse(value);
+    const output = { operation: parsed.operation };
+    if (parsed.approval) {
+        output.approval = parsed.approval;
+    }
+    return output;
+}
+function parseInvokeOperationResponse(value) {
+    const parsed = automationInvocationResponseSchema.parse(value);
+    return {
+        body: parsed.body,
+        headers: parsed.headers,
+        operation_id: parsed.operation_id,
+        status: parsed.status,
+    };
+}
+const describeOperationResponseParser = {
+    parse: parseDescribeOperationResponse,
+};
+const invokeOperationResponseParser = {
+    parse: parseInvokeOperationResponse,
+};
+export const BANK_LOGIN_CAPACITY_EXCEEDED_CODE = 'bank_login_capacity_exceeded';
+const MESSAGE_BY_ERROR_CODE = {
+    [BANK_LOGIN_CAPACITY_EXCEEDED_CODE]: 'Your Warm product is locked because you have more bank logins than your plan includes. Remove a bank login or change your plan to restore access.',
+};
 function errorFromResponse(response) {
     const knownMessages = new Map([
         [401, 'Invalid API key. Regenerate it in Warm Settings.'],
         [403, 'API access is available on paid plans only.'],
         [429, 'Rate limit exceeded. Try again in a few minutes.'],
     ]);
-    const bodyError = z.object({ error: z.string() }).safeParse(response.body).data?.error;
-    return new WarmApiError(knownMessages.get(response.status) ||
-        bodyError ||
+    const errorBody = z
+        .object({ code: z.string().optional(), error: z.string().optional() })
+        .safeParse(response.body).data;
+    const codeMessage = errorBody?.code ? MESSAGE_BY_ERROR_CODE[errorBody.code] : undefined;
+    return new WarmApiError(codeMessage ??
+        (errorBody?.code ? errorBody.error : undefined) ??
+        knownMessages.get(response.status) ??
+        errorBody?.error ??
         `Request failed with status ${response.status}`, response);
 }
 function createRequest(authorizationResolver, options) {
     const apiUrl = options.apiUrl || API_URL;
     const fetchImplementation = options.fetchImplementation || fetch;
     const requestTimeoutMs = options.requestTimeoutMs || DEFAULT_TIMEOUT_MS;
-    return async (input) => {
+    return async (input, responseSchema) => {
         const token = authorizationResolver();
         if (!token)
             throw new Error(`No Warm API key configured. Run \"${WARM_MCP_INSTALLER_COMMAND}\" or set ${WARM_MCP_CREDENTIALS.apiKeyEnv}.`);
@@ -80,11 +119,16 @@ function createRequest(authorizationResolver, options) {
                 Accept: 'application/json',
                 Authorization: `Bearer ${token}`,
             };
-        const requestInit = { headers, signal: requestSignal(requestTimeoutMs) };
-        if (input.method)
+        const requestInit = {
+            headers,
+            signal: requestSignal(requestTimeoutMs),
+        };
+        if (input.method) {
             requestInit.method = input.method;
-        if (input.body)
+        }
+        if (input.body) {
             requestInit.body = JSON.stringify(input.body);
+        }
         const response = await fetchImplementation(url, requestInit);
         const text = await response.text();
         const body = parseResponseBody(text);
@@ -95,23 +139,24 @@ function createRequest(authorizationResolver, options) {
         };
         if (!response.ok)
             throw errorFromResponse(apiResponse);
-        return body;
+        return responseSchema.parse(body);
     };
 }
 function createReadOnlyClient(request) {
     return {
-        getFinancialContext: () => request({ endpoint: endpointByOperationId.getFinancialContext }),
-        getFinancialContextMeta: () => request({ endpoint: endpointByOperationId.getFinancialContextMeta }),
+        getFinancialContext: () => request({ endpoint: endpointFor('getFinancialContext') }, financialContextSchema),
+        getFinancialContextMeta: () => request({ endpoint: endpointFor('getFinancialContextMeta') }, financialContextMetaSchema),
         getTransactions: (input) => {
-            if ('month' in input)
+            if ('month' in input) {
                 return request({
-                    endpoint: endpointByOperationId.getFinancialContextTransactions,
+                    endpoint: endpointFor('getFinancialContextTransactions'),
                     query: { month: input.month },
-                });
+                }, transactionMonthSchema);
+            }
             return request({
-                endpoint: endpointByOperationId.getFinancialContextTransactions,
+                endpoint: endpointFor('getFinancialContextTransactions'),
                 query: { latest: '1' },
-            });
+            }, latestTransactionsSchema);
         },
     };
 }
@@ -120,29 +165,29 @@ function createClient(authorizationResolver, options) {
     return {
         ...createReadOnlyClient(request),
         searchOperations: (query) => request({
-            endpoint: endpointByOperationId.searchOperations,
+            endpoint: endpointFor('searchOperations'),
             method: 'POST',
             body: query ? { query } : {},
-        }),
+        }, automationOperationSearchResponseSchema),
         describeOperation: (operation_id, input) => {
             const body = { operation_id };
             if (input)
                 Object.assign(body, { input });
             return request({
-                endpoint: endpointByOperationId.describeOperation,
+                endpoint: endpointFor('describeOperation'),
                 method: 'POST',
                 body,
-            });
+            }, describeOperationResponseParser);
         },
         invokeOperation: (operation_id, input, approval_id) => {
             const body = { operation_id, input: input ?? {} };
             if (approval_id)
                 Object.assign(body, { approval_id });
             return request({
-                endpoint: endpointByOperationId.invokeOperation,
+                endpoint: endpointFor('invokeOperation'),
                 method: 'POST',
                 body,
-            });
+            }, invokeOperationResponseParser);
         },
     };
 }

package/dist/warm-api-client.js.map

@@ -1 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@warmio/mcp",
-  "version": "11.0.5",
+  "version": "11.0.9",
   "description": "Warm local stdio MCP server",
   "type": "module",
   "engines": {
@@ -33,14 +33,10 @@
     "warmio": "dist/cli.js"
   },
   "files": [
-    "dist",
-    ".cursor-plugin",
-    "assets",
-    "mcp.json",
-    "skills"
+    "dist"
   ],
   "scripts": {
-    "build": "tsc -p tsconfig.json",
+    "build": "tsgo -p tsconfig.json",
     "test": "pnpm build && node --test test/*.mjs",
     "pack:check": "pnpm pack --dry-run"
   },
@@ -58,13 +54,15 @@
     "directory": "libraries/mcp"
   },
   "dependencies": {
-    "@modelcontextprotocol/sdk": "^1.27.1",
-    "@warmio/contracts": "3.0.0",
+    "@modelcontextprotocol/sdk": "^1.32.1",
+    "@warmio/contracts": "3.0.4",
     "dotenv": "^17.2.3",
+    "jsonc-parser": "^3.3.1",
     "zod": "^3.25.76"
   },
   "devDependencies": {
     "@types/node": "^24.10.9",
+    "@typescript/native-preview": "7.0.0-dev.20260707.2",
     "typescript": "7.0.2"
   }
 }

package/.cursor-plugin/README.md

@@ -1,152 +0,0 @@
-# Warm Cursor Plugin
-
-Official Cursor Marketplace plugin for [Warm](https://warm.io) — personal finance automation via MCP.
-
-## Features
-
-This plugin provides access to Warm's Model Context Protocol (MCP) server, enabling AI assistants to:
-
-- **Read financial context** — balances, accounts, budgets, goals, liabilities, holdings
-- **Retrieve transactions** — latest 10-day window or specific month
-- **Search operations** — discover available automation operations
-- **Invoke operations** — execute approved automations with write-operation safeguards
-
-All write operations require explicit approval via a two-step describe → invoke flow.
-
-## Installation
-
-### From Cursor Marketplace (Recommended)
-
-1. Open Cursor
-2. Go to Settings → Cursor Plugins
-3. Search for "Warm"
-4. Click "Install"
-5. Enter your Warm API key when prompted
-
-Get your API key: [https://warm.io/settings/api-keys](https://warm.io/settings/api-keys)
-
-### Local Testing (Development)
-
-For local development and testing:
-
-```bash
-# Symlink the full plugin package root (not just .cursor-plugin/)
-mkdir -p ~/.cursor/plugins/local
-ln -s /path/to/warm-app/libraries/mcp ~/.cursor/plugins/local/warm
-
-# Restart Cursor or run Developer: Reload Window
-```
-
-## Configuration
-
-The plugin requires one environment variable:
-
-- **`WARM_API_KEY`** (required, secret) — Your Warm API key from [https://warm.io/settings/api-keys](https://warm.io/settings/api-keys)
-
-This is automatically configured when you install from the Cursor Marketplace.
-
-## Available MCP Tools
-
-### Read Tools
-
-- `get_financial_context` — Compact overview of your financial status
-- `get_transactions` — Transaction history (latest or by month)
-
-### Automation Tools
-
-- `search_operations` — Find available operations
-- `describe_operation` — Get operation details and approval for writes
-- `invoke_operation` — Execute approved operations
-
-See [skills/warm/SKILL.md](../skills/warm/SKILL.md) for detailed usage examples and workflow guidance.
-
-## Usage Examples
-
-### Read Financial Data
-
-```
-Show me my current net worth and account balances
-```
-
-```
-What were my transactions in January 2024?
-```
-
-### Automation
-
-```
-Search for operations related to budgets
-```
-
-```
-Create a monthly budget for groceries with $500 limit
-(The assistant will use describe_operation to get approval, then invoke_operation)
-```
-
-## Security & Approvals
-
-- **Read operations** execute immediately without approval
-- **Write operations** require a two-step approval flow:
-  1. `describe_operation` with exact input → returns `approval_id`
-  2. `invoke_operation` with same input + `approval_id` → executes
-- Approvals expire and are single-use
-- The AI cannot move money or modify data without explicit approval
-
-## Documentation
-
-- Plugin skill guide: [skills/warm/SKILL.md](../skills/warm/SKILL.md)
-- Warm Developer Docs: [https://warm.io/developers](https://warm.io/developers)
-- MCP package source: [libraries/mcp](../)
-- Published npm package: [@warmio/mcp](https://www.npmjs.com/package/@warmio/mcp)
-
-## Publishing to Cursor Marketplace
-
-To publish this plugin to the Cursor Marketplace:
-
-1. Ensure `plugin.json`, `mcp.json`, and `skills/warm/SKILL.md` are complete and correct
-2. Test locally via `~/.cursor/plugins/local/warm` symlink to `libraries/mcp`
-3. Submit at: [https://cursor.com/marketplace/publish](https://cursor.com/marketplace/publish)
-4. Provide repository path: `jasonstockman/warm-app` (monorepo root with `.cursor-plugin/marketplace.json`)
-
-The marketplace will read the plugin manifest and host it for one-click installation.
-
-## Development
-
-This plugin is maintained in the [warm-app](https://github.com/jasonstockman/warm-app) monorepo under `libraries/mcp/.cursor-plugin`.
-
-The underlying MCP server is published as [@warmio/mcp](https://www.npmjs.com/package/@warmio/mcp) on npm.
-
-### Local Package Testing
-
-To test against a local build of `@warmio/mcp`:
-
-```bash
-# Build the MCP package
-cd libraries/mcp
-pnpm build
-
-# Update mcp.json to use local path temporarily
-{
-  "mcpServers": {
-    "warm": {
-      "command": "node",
-      "args": ["/absolute/path/to/libraries/mcp/dist/cli.js", "mcp"],
-      "env": {
-        "WARM_API_KEY": "${WARM_API_KEY}"
-      }
-    }
-  }
-}
-```
-
-Remember to revert to `npx -y @warmio/mcp@latest mcp` before publishing.
-
-## License
-
-MIT License — see [LICENSE](../LICENSE) or repository root for details.
-
-## Support
-
-- Issues: [GitHub Issues](https://github.com/jasonstockman/warm-app/issues)
-- Email: hello@warm.io
-- Documentation: https://warm.io/developers

package/.cursor-plugin/plugin.json

@@ -1,39 +0,0 @@
-{
-  "name": "warm",
-  "displayName": "Warm",
-  "version": "1.0.0",
-  "description": "Personal finance automation MCP server. Read financial context, transactions, search operations, and invoke approved automations.",
-  "author": {
-    "name": "Warm",
-    "email": "hello@warm.io"
-  },
-  "homepage": "https://warm.io/developers",
-  "repository": "https://github.com/jasonstockman/warm-app",
-  "license": "MIT",
-  "logo": "assets/logo.svg",
-  "keywords": [
-    "warm",
-    "finance",
-    "automation",
-    "personal-finance",
-    "financial-data",
-    "budgets",
-    "transactions",
-    "mcp"
-  ],
-  "category": "integrations",
-  "tags": ["finance", "automation", "personal-finance", "mcp"],
-  "variables": {
-    "type": "object",
-    "properties": {
-      "WARM_API_KEY": {
-        "type": "string",
-        "title": "Warm API key",
-        "description": "Full-access API key from https://warm.io/settings/api-keys"
-      }
-    },
-    "required": ["WARM_API_KEY"]
-  },
-  "mcpServers": "./mcp.json",
-  "skills": "./skills/"
-}