@warmio/mcp 2.1.0 → 2.2.0

package/dist/api-types.js

@@ -12,54 +12,22 @@ export function generateApiTypeString() {
     accounts: Array<{ name: string; type: string; balance: number; institution: string }>;
   }>;
 
-  /** Get transactions. Amounts: positive = expense, negative = income. Category c: "INCOME"/"TRANSFER_IN" = income, others = expenses. */
+  /** Get transactions (up to 1000). Amounts: positive = expense, negative = income. Category c: "INCOME"/"TRANSFER_IN" = income, others = expenses. */
   getTransactions(params?: {
     since?: string;   // YYYY-MM-DD inclusive
     until?: string;   // YYYY-MM-DD inclusive
-    limit?: number;   // default: 200, max: 1000
   }): Promise<{
     summary: { total: number; count: number; avg: number };
     txns: Array<{ d: string; a: number; m: string; c: string | null }>;
     more?: number;
   }>;
 
-  /** Get recurring payments and subscriptions. Amounts are positive. */
-  getRecurring(): Promise<{
-    recurring: Array<{ merchant: string; amount: number; frequency: string; next_date: string | null }>;
-  }>;
-
-  /** Get net worth history snapshots */
+  /** Get daily net worth history */
   getSnapshots(params?: {
-    granularity?: "daily" | "monthly";
     limit?: number;
     since?: string;
   }): Promise<{
-    granularity: string;
     snapshots: Array<{ d: string; nw: number; a: number; l: number }>;
   }>;
-
-  /** Get budgets with spending progress */
-  getBudgets(): Promise<{
-    budgets: Array<{ name: string; amount: number; spent: number; remaining: number; percent_used: number; period: string; status: string }>;
-  }>;
-
-  /** Get savings goals with progress */
-  getGoals(): Promise<{
-    goals: Array<{ name: string; target: number; current: number; progress_percent: number; target_date: string | null; status: string }>;
-  }>;
-
-  /** Get financial health score (0-100) with pillar breakdown */
-  getHealth(): Promise<{
-    score: number | null;
-    label: string | null;
-    pillars: { spend: number; save: number; borrow: number; build: number } | null;
-    data_completeness: number | null;
-  }>;
-
-  /** Get spending breakdown by category. Amounts are positive. */
-  getSpending(params?: { months?: number }): Promise<{
-    spending: Array<{ category: string; total: number; count: number }>;
-    period: { start: string; end: string };
-  }>;
 };`;
 }

package/dist/sandbox.js

@@ -53,12 +53,7 @@ async function __run() {
   const warm = {
     getAccounts: () => __callApi('get_accounts', '{}').then(JSON.parse),
     getTransactions: (p) => __callApi('get_transactions', JSON.stringify(p || {})).then(JSON.parse),
-    getRecurring: () => __callApi('get_recurring', '{}').then(JSON.parse),
     getSnapshots: (p) => __callApi('get_snapshots', JSON.stringify(p || {})).then(JSON.parse),
-    getBudgets: () => __callApi('get_budgets', '{}').then(JSON.parse),
-    getGoals: () => __callApi('get_goals', '{}').then(JSON.parse),
-    getHealth: () => __callApi('get_health', '{}').then(JSON.parse),
-    getSpending: (p) => __callApi('get_spending', JSON.stringify(p || {})).then(JSON.parse),
   };
   ${code}
 }

package/dist/server.js

@@ -113,20 +113,23 @@ async function apiRequest(endpoint, params = {}) {
             403: 'Pro subscription required. Upgrade at https://warm.io/settings',
             429: 'Rate limit exceeded. Try again in a few minutes.',
         };
-        throw new Error(errorMessages[response.status] || `HTTP ${response.status}`);
+        if (errorMessages[response.status]) {
+            throw new Error(errorMessages[response.status]);
+        }
+        // Read the actual error message from the API response body
+        let detail = `HTTP ${response.status}`;
+        try {
+            const body = (await response.json());
+            if (body?.error)
+                detail = body.error;
+        }
+        catch { /* ignore parse failures */ }
+        throw new Error(detail);
     }
     return response.json();
 }
-function sizeCheck(data, maxSize) {
-    let output = JSON.stringify(data);
-    if (output.length > maxSize) {
-        const reducedCount = Math.floor(data.length * (maxSize / output.length) * 0.8);
-        return data.slice(0, reducedCount);
-    }
-    return data;
-}
 // ============================================
-// EXTRACTED TOOL HANDLERS
+// TOOL HANDLERS
 // ============================================
 async function handleGetAccounts() {
     const response = (await apiRequest('/api/accounts'));
@@ -137,10 +140,6 @@ async function handleGetAccounts() {
 async function handleGetTransactions(args) {
     const since = args?.since ? String(args.since) : undefined;
     const until = args?.until ? String(args.until) : undefined;
-    const parsedLimit = args?.limit ? Number(args.limit) : 200;
-    const requestedLimit = Number.isFinite(parsedLimit)
-        ? Math.max(1, Math.min(Math.floor(parsedLimit), 1000))
-        : 200;
     let transactions = [];
     let cursor;
     let pagesFetched = 0;
@@ -149,7 +148,8 @@ async function handleGetTransactions(args) {
         const params = {
             limit: String(TRANSACTION_PAGE_SIZE),
         };
-        if (since)
+        // API rejects last_knowledge + cursor together; only use last_knowledge on first page
+        if (since && !cursor)
             params.last_knowledge = since;
         if (cursor)
             params.cursor = cursor;
@@ -165,11 +165,11 @@ async function handleGetTransactions(args) {
     }
     const compactTxns = transactions.map(compactTransaction);
     const summary = calculateSummary(compactTxns);
-    const limited = compactTxns.slice(0, requestedLimit);
-    const truncated = compactTxns.length > requestedLimit;
+    const limited = compactTxns.slice(0, 1000);
+    const truncated = compactTxns.length > 1000;
     const result = { summary, txns: limited };
     if (truncated) {
-        result.more = compactTxns.length - requestedLimit;
+        result.more = compactTxns.length - 1000;
     }
     let output = JSON.stringify(result);
     if (output.length > MAX_RESPONSE_SIZE) {
@@ -179,29 +179,10 @@ async function handleGetTransactions(args) {
     }
     return result;
 }
-async function handleGetRecurring() {
-    const response = (await apiRequest('/api/subscriptions'));
-    const raw = response.recurring_transactions || [];
-    const recurring = raw.map((r) => ({
-        merchant: String(r.merchant_name || r.merchant || r.name || 'Unknown'),
-        // Normalize to positive amounts
-        amount: Math.round(Math.abs(Number(r.amount) || 0) * 100) / 100,
-        frequency: String(r.frequency || ''),
-        next_date: r.next_date ?? null,
-    }));
-    const checked = sizeCheck(recurring, MAX_RESPONSE_SIZE);
-    const result = { recurring: checked };
-    if (checked.length < recurring.length) {
-        result.more = recurring.length - checked.length;
-    }
-    return result;
-}
 async function handleGetSnapshots(args) {
     const response = (await apiRequest('/api/snapshots'));
     const snapshots = response.snapshots || [];
-    const granularity = args?.granularity || 'daily';
-    const defaultLimit = granularity === 'daily' ? 30 : 0;
-    const limit = args?.limit ? Number(args.limit) : defaultLimit;
+    const limit = args?.limit ? Number(args.limit) : 30;
     const since = args?.since;
     // Normalize snapshot dates (support both snapshot_date and d)
     const normalized = snapshots.map((s) => ({
@@ -214,16 +195,6 @@ async function handleGetSnapshots(args) {
     if (since) {
         filtered = filtered.filter((s) => s.date >= since);
     }
-    if (granularity === 'monthly') {
-        const byMonth = new Map();
-        filtered.forEach((s) => {
-            const month = s.date.substring(0, 7);
-            if (!byMonth.has(month) || s.date > (byMonth.get(month)?.date || '')) {
-                byMonth.set(month, s);
-            }
-        });
-        filtered = Array.from(byMonth.values());
-    }
     filtered.sort((a, b) => b.date.localeCompare(a.date));
     if (limit > 0) {
         filtered = filtered.slice(0, limit);
@@ -234,7 +205,7 @@ async function handleGetSnapshots(args) {
         a: Math.round(s.total_assets * 100) / 100,
         l: Math.round(s.total_liabilities * 100) / 100,
     }));
-    return { granularity, snapshots: result };
+    return { snapshots: result };
 }
 async function handleVerifyKey() {
     const response = (await apiRequest('/api/verify'));
@@ -243,72 +214,12 @@ async function handleVerifyKey() {
         status: response.status || (response.valid ? 'ok' : 'invalid'),
     };
 }
-async function handleGetBudgets() {
-    const response = (await apiRequest('/api/budgets'));
-    // Filter to only include spec-defined fields
-    const budgets = (response.budgets || []).map((b) => ({
-        name: String(b.name || ''),
-        amount: Number(b.amount || 0),
-        spent: Number(b.spent || 0),
-        remaining: Number(b.remaining || 0),
-        percent_used: Number(b.percent_used || 0),
-        period: String(b.period || ''),
-        status: String(b.status || ''),
-    }));
-    return { budgets };
-}
-async function handleGetGoals() {
-    const response = (await apiRequest('/api/goals'));
-    // Filter to only include spec-defined fields
-    const goals = (response.goals || []).map((g) => ({
-        name: String(g.name || ''),
-        target: Number(g.target || 0),
-        current: Number(g.current || 0),
-        progress_percent: Number(g.progress_percent || 0),
-        target_date: g.target_date ?? null,
-        status: String(g.status || ''),
-    }));
-    return { goals };
-}
-async function handleGetHealth() {
-    const response = (await apiRequest('/api/health'));
-    return {
-        score: response.score ?? null,
-        label: response.label ?? null,
-        pillars: response.pillars
-            ? {
-                spend: Number(response.pillars.spend || 0),
-                save: Number(response.pillars.save || 0),
-                borrow: Number(response.pillars.borrow || 0),
-                build: Number(response.pillars.build || 0),
-            }
-            : null,
-        data_completeness: response.data_completeness ?? null,
-    };
-}
-async function handleGetSpending(args) {
-    const months = args?.months ? String(args.months) : '6';
-    const response = (await apiRequest('/api/spending', { months }));
-    return {
-        spending: (response.spending || []).map((s) => ({
-            category: String(s.category || ''),
-            total: Math.round(Number(s.total || 0) * 100) / 100,
-            count: Number(s.count || 0),
-        })),
-        period: response.period || { start: '', end: '' },
-    };
-}
 // Tool name → handler mapping for sandbox dispatch
 const toolHandlers = {
     get_accounts: handleGetAccounts,
     get_transactions: handleGetTransactions,
-    get_recurring: handleGetRecurring,
     get_snapshots: handleGetSnapshots,
     verify_key: handleVerifyKey,
-    get_budgets: handleGetBudgets,
-    get_goals: handleGetGoals,
-    get_health: handleGetHealth,
-    get_spending: handleGetSpending,
 };
 // ============================================
 // SERVER SETUP
@@ -327,49 +238,31 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
         },
         {
             name: 'get_transactions',
-            description: 'Get transactions and analyze spending. Use for: "How much did I spend on coffee?", "Show my purchases", "What did I buy last month?", "Show my income". Use the `c` (category) field to filter: INCOME and TRANSFER_IN = income, all others = expenses. Amounts: positive = expense, negative = income/deposit.\nReturns: { summary: { total: number; count: number; avg: number }; txns: Array<{ d: string; a: number; m: string; c: string | null }>; more?: number }',
+            description: 'Get transactions (up to 1000). This is the PRIMARY tool for all spending, income, and merchant questions. Filter results by merchant name `m` or category `c` to answer specific questions. Categories in `c`: INCOME and TRANSFER_IN = income, all others = expenses. Amounts: positive = expense, negative = income/deposit. Call with NO parameters to get all recent transactions.\nReturns: { summary: { total: number; count: number; avg: number }; txns: Array<{ d: string; a: number; m: string; c: string | null }>; more?: number }',
             inputSchema: {
                 type: 'object',
                 properties: {
                     since: {
                         type: 'string',
-                        description: 'Start date inclusive (YYYY-MM-DD)',
+                        description: 'Start date inclusive (YYYY-MM-DD). Omit to get all available transactions.',
                     },
                     until: {
                         type: 'string',
-                        description: 'End date inclusive (YYYY-MM-DD)',
-                    },
-                    limit: {
-                        type: 'number',
-                        description: 'Max transactions to return (default: 200, max: 1000)',
+                        description: 'End date inclusive (YYYY-MM-DD). Omit for no end date filter.',
                     },
                 },
             },
             annotations: { readOnlyHint: true },
         },
-        {
-            name: 'get_recurring',
-            description: 'Get detected subscriptions and recurring payments. Use for: "What subscriptions do I have?", "Show my monthly bills", "What are my recurring charges?".\nReturns: { recurring: Array<{ merchant: string; amount: number; frequency: string; next_date: string | null }> }',
-            inputSchema: {
-                type: 'object',
-                properties: {},
-            },
-            annotations: { readOnlyHint: true },
-        },
         {
             name: 'get_snapshots',
-            description: 'Get net worth history over time. Use for: "How has my net worth changed?", "Show my financial progress", "What was my balance last month?".\nReturns: { granularity: string; snapshots: Array<{ d: string; nw: number; a: number; l: number }> }',
+            description: 'Get daily net worth history. Use for: "How has my net worth changed?", "Show my financial progress", "What was my net worth last month?".\nReturns: { snapshots: Array<{ d: string; nw: number; a: number; l: number }> }',
             inputSchema: {
                 type: 'object',
                 properties: {
-                    granularity: {
-                        type: 'string',
-                        enum: ['daily', 'monthly'],
-                        description: 'daily or monthly (default: daily)',
-                    },
                     limit: {
                         type: 'number',
-                        description: 'Number of snapshots (default: 30)',
+                        description: 'Number of daily snapshots to return (default: 30)',
                     },
                     since: {
                         type: 'string',
@@ -379,47 +272,6 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
             },
             annotations: { readOnlyHint: true },
         },
-        {
-            name: 'get_budgets',
-            description: 'Get all budgets with current spending progress. Use for: "How are my budgets?", "Am I over budget?", "Show my budget status".\nReturns: { budgets: Array<{ name: string; amount: number; spent: number; remaining: number; percent_used: number; period: string; status: string }> }',
-            inputSchema: {
-                type: 'object',
-                properties: {},
-            },
-            annotations: { readOnlyHint: true },
-        },
-        {
-            name: 'get_goals',
-            description: 'Get savings goals with progress. Use for: "How are my goals?", "Savings progress", "Am I on track for my goals?".\nReturns: { goals: Array<{ name: string; target: number; current: number; progress_percent: number; target_date: string | null; status: string }> }',
-            inputSchema: {
-                type: 'object',
-                properties: {},
-            },
-            annotations: { readOnlyHint: true },
-        },
-        {
-            name: 'get_health',
-            description: 'Get financial health score and pillar breakdown. Use for: "What\'s my financial health?", "How am I doing financially?", "Health score".\nReturns: { score: number | null; label: string | null; pillars: { spend: number; save: number; borrow: number; build: number } | null; data_completeness: number | null }',
-            inputSchema: {
-                type: 'object',
-                properties: {},
-            },
-            annotations: { readOnlyHint: true },
-        },
-        {
-            name: 'get_spending',
-            description: 'Get spending breakdown by category over a period. Use for: "Where does my money go?", "Spending by category", "Top spending categories".\nReturns: { spending: Array<{ category: string; total: number; count: number }>; period: { start: string; end: string } }',
-            inputSchema: {
-                type: 'object',
-                properties: {
-                    months: {
-                        type: 'number',
-                        description: 'Number of months to analyze (default: 6, max: 24)',
-                    },
-                },
-            },
-            annotations: { readOnlyHint: true },
-        },
         {
             name: 'run_analysis',
             description: `Run JavaScript code that calls warm.* functions for complex multi-step analysis. Use when a query requires combining data from multiple tools, custom calculations, or comparisons that would take 3+ tool calls.\n\nAvailable API:\n${generateApiTypeString()}\n\nUse console.log() to output results. Example:\nconst [accounts, txns] = await Promise.all([warm.getAccounts(), warm.getTransactions({ since: "2024-01-01" })]);\nconst total = txns.txns.reduce((s, t) => s + t.a, 0);\nconsole.log(JSON.stringify({ accounts: accounts.accounts.length, totalSpent: total }));`,
@@ -437,7 +289,7 @@ server.setRequestHandler(ListToolsRequestSchema, async () => ({
         },
         {
             name: 'verify_key',
-            description: 'Check if API key is valid and working.\nReturns: { valid: boolean; user_id: string }',
+            description: 'Check if API key is valid and working.\nReturns: { valid: boolean; status: string }',
             inputSchema: {
                 type: 'object',
                 properties: {},

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@warmio/mcp",
-  "version": "2.1.0",
+  "version": "2.2.0",
   "description": "MCP server for Warm Financial API",
   "type": "module",
   "main": "dist/index.js",