@warmio/mcp 4.3.3 → 5.0.1

package/README.md

@@ -1,8 +1,6 @@
-# Warm MCP
+# Warmio
 
-Read-only MCP server for Warm financial data.
-
-This package starts in local `stdio` mode by default and also supports optional Streamable HTTP.
+Warmio is the one-command CLI and read-only MCP server for Warm financial data.
 
 ## Install
 
@@ -10,17 +8,9 @@ This package starts in local `stdio` mode by default and also supports optional
 npx -y @warmio/mcp@latest
 ```
 
-The installer detects supported MCP clients, prompts for your Warm API key, and writes the local
-`stdio` server config automatically. The key is stored once in your local Warm profile instead of
-being duplicated into every MCP client config.
-
-Use `@latest` when you want the newest published package. Bare `npx @warmio/mcp` can reuse a
-cached or local copy and leave you on an older version. If you want a deterministic install,
-replace `@latest` with an exact version such as `@warmio/mcp@4.3.3`.
-
-When launched without arguments in a non-interactive context, the binary automatically starts the
-`stdio` server instead of the installer. This keeps MCP clients that invoke the package directly
-from falling into the interactive setup flow.
+The installer detects supported MCP clients, prompts for your Warm API key, validates it, and
+writes the local `stdio` MCP config automatically. The key is stored once in your local Warm
+profile instead of being duplicated into every MCP client config.
 
 ## Requirements
 
@@ -28,41 +18,65 @@ from falling into the interactive setup flow.
 - A Warm API key from [Settings -> API Keys](https://warm.io/settings)
 - Node.js 18+
 
-## Manual `stdio` Config
+## Manual MCP Config
 
-The installer stores your API key in the Warm config directory and generated MCP client configs can
-stay secret-free:
+Use this when a client asks you to paste an MCP JSON config:
 
 ```json
 {
   "mcpServers": {
     "warm": {
       "command": "npx",
-      "args": ["-y", "@warmio/mcp@latest", "--server"]
+      "args": ["-y", "@warmio/mcp@latest", "mcp"]
     }
   }
 }
 ```
 
-If you already have a client config that uses bare `@warmio/mcp`, update it to `@warmio/mcp@latest`
-or an exact version and restart the client.
+On Windows, prefer:
+
+```json
+{
+  "mcpServers": {
+    "warm": {
+      "command": "cmd",
+      "args": ["/c", "npx", "-y", "@warmio/mcp@latest", "mcp"]
+    }
+  }
+}
+```
 
 Optional auth overrides:
 
 - `WARM_API_KEY`
 - `WARM_API_KEY_FILE`
 
-On Windows, prefer:
+## Universal copy/paste setup prompt
+
+```text
+I want to connect Warm to this AI app using MCP.
+
+Use this MCP server config:
 
-```json
 {
   "mcpServers": {
     "warm": {
-      "command": "cmd",
-      "args": ["/c", "npx", "-y", "@warmio/mcp@latest", "--server"]
+      "command": "npx",
+      "args": ["-y", "@warmio/mcp@latest", "mcp"]
     }
   }
 }
+
+If this app supports MCP configuration, add a server named "warm" with that command.
+
+Do not ask me to paste my Warm API key into this chat. Help me store it locally using Warm's setup
+flow, then test the connection by calling Warm's verify_key tool.
+
+After setup, I should be able to ask:
+- What’s my net worth?
+- Summarize my recent transactions.
+- What changed recently?
+- What recurring charges do I have?
 ```
 
 ## Optional Streamable HTTP

package/dist/index.js

@@ -9,24 +9,20 @@ function isInteractiveSession() {
 }
 function printUsage() {
     console.log('');
-    console.log('  Warm MCP');
-    console.log('  --------');
+    console.log('  Warmio');
+    console.log('  ------');
     console.log('');
-    console.log('  warm-mcp');
-    console.log('    Interactive terminal: runs installer');
-    console.log('    Non-interactive launch: starts stdio server');
+    console.log('  warmio');
+    console.log('    Run the interactive installer');
     console.log('');
-    console.log('  warm-mcp install [--force] [--no-validate]');
-    console.log('  warm-mcp stdio');
-    console.log('  warm-mcp http [--host 127.0.0.1] [--port 3000] [--path /mcp]');
-    console.log('');
-    console.log('  Aliases:');
-    console.log('    --server, --stdio    Start stdio mode');
+    console.log('  warmio install [--force] [--no-validate]');
+    console.log('  warmio mcp');
+    console.log('  warmio http [--host 127.0.0.1] [--port 3000] [--path /mcp]');
     console.log('');
 }
 function parseCliArgs(args) {
     const options = {
-        command: isInteractiveSession() ? 'install' : 'stdio',
+        command: isInteractiveSession() ? 'install' : 'mcp',
         force: false,
         validateApiKey: true,
     };
@@ -40,8 +36,8 @@ function parseCliArgs(args) {
             options.command = 'install';
             continue;
         }
-        if (arg === 'stdio' || arg === 'server' || arg === '--stdio' || arg === '--server') {
-            options.command = 'stdio';
+        if (arg === 'mcp') {
+            options.command = 'mcp';
             continue;
         }
         if (arg === 'http') {
@@ -96,7 +92,7 @@ async function main() {
         case 'help':
             printUsage();
             return;
-        case 'stdio':
+        case 'mcp':
             await startStdioServer();
             return;
         case 'http':

package/dist/install.js

@@ -48,8 +48,8 @@ const GLOBAL_CLIENTS = [
 const PROJECT_CONFIGS = ['.mcp.json', '.cursor/mcp.json', '.vscode/mcp.json'];
 const MCP_PACKAGE_SPEC = '@warmio/mcp@latest';
 const MCP_CONFIG = platform() === 'win32'
-    ? { command: 'cmd', args: ['/c', 'npx', '-y', MCP_PACKAGE_SPEC, '--server'] }
-    : { command: 'npx', args: ['-y', MCP_PACKAGE_SPEC, '--server'] };
+    ? { command: 'cmd', args: ['/c', 'npx', '-y', MCP_PACKAGE_SPEC, 'mcp'] }
+    : { command: 'npx', args: ['-y', MCP_PACKAGE_SPEC, 'mcp'] };
 const WARM_API_KEY_PATH = getWarmApiKeyPath();
 const WARM_TOML_BLOCK_PATTERN = /\n?\[mcp_servers\.warm\][\s\S]*?(?=\n\[[^\n]+\]|\s*$)/g;
 const WARM_TOML_ENV_BLOCK_PATTERN = /\n?\[mcp_servers\.warm\.env\][\s\S]*?(?=\n\[[^\n]+\]|\s*$)/g;
@@ -83,22 +83,11 @@ function getStringArray(value) {
 function isWarmPackageSpecifier(value) {
     return /^@warmio\/mcp(?:@.+)?$/.test(value);
 }
-function isLegacyWarmPackageSpecifier(value) {
-    return /^@anthropic\/warm-mcp-server(?:@.+)?$/.test(value);
-}
-function normalizePathLikeValue(value) {
-    return value.replace(/\\/g, '/').toLowerCase();
-}
-function isLocalWarmMcpPath(value) {
-    const normalized = normalizePathLikeValue(value);
-    return normalized.includes('/warm-mcp/dist/index.js') || normalized.endsWith('/warm-mcp');
-}
 function isSupportedWarmInvocation(command, args) {
-    return [command, ...args].some((value) => typeof value === 'string' &&
-        (isWarmPackageSpecifier(value) || isLocalWarmMcpPath(value)));
-}
-function isLegacyWarmInvocation(command, args) {
-    return [command, ...args].some((value) => typeof value === 'string' && isLegacyWarmPackageSpecifier(value));
+    if (command !== 'npx' && command !== 'cmd') {
+        return false;
+    }
+    return args.some((value) => isWarmPackageSpecifier(value)) && args.includes('mcp');
 }
 function getJsonEnvStatus(server) {
     const env = isRecord(server?.env) ? server.env : undefined;
@@ -121,13 +110,10 @@ function getJsonStatus(client, content) {
         }
         const command = typeof server.command === 'string' ? server.command : undefined;
         const args = getStringArray(server.args);
-        if (client.isProjectLevel && command && !isLegacyWarmInvocation(command, args)) {
-            return { client, state: 'configured', ...envStatus };
-        }
         if (isSupportedWarmInvocation(command, args)) {
             return { client, state: 'configured', ...envStatus };
         }
-        return { client, state: 'needs_migration', ...envStatus };
+        return { client, state: 'needs_setup', ...envStatus };
     }
     catch {
         return { client, state: 'missing', hasApiKeyFileOverride: false, inlineApiKey: null };
@@ -190,7 +176,7 @@ function getTomlStatus(client, content) {
     if (isSupportedWarmInvocation(command, args)) {
         return { client, state: 'configured', ...envStatus };
     }
-    return { client, state: 'needs_migration', ...envStatus };
+    return { client, state: 'needs_setup', ...envStatus };
 }
 function getClientStatus(client) {
     if (!existsSync(client.configPath)) {
@@ -223,8 +209,7 @@ function configureJson(client) {
     const existingArgs = getStringArray(existing?.args);
     const preserveProjectCommand = client.isProjectLevel &&
         !!existingCommand &&
-        !isLegacyWarmInvocation(existingCommand, existingArgs) &&
-        !isWarmPackageSpecifier(existingCommand);
+        isSupportedWarmInvocation(existingCommand, existingArgs);
     delete nextEnv.WARM_API_KEY;
     if (preserveProjectCommand) {
         servers.warm = {
@@ -252,8 +237,8 @@ function configureToml(client) {
     }
     const tomlCommand = platform() === 'win32' ? 'cmd' : 'npx';
     const tomlArgs = platform() === 'win32'
-        ? `["/c", "npx", "-y", "${MCP_PACKAGE_SPEC}", "--server"]`
-        : `["-y", "${MCP_PACKAGE_SPEC}", "--server"]`;
+        ? `["/c", "npx", "-y", "${MCP_PACKAGE_SPEC}", "mcp"]`
+        : `["-y", "${MCP_PACKAGE_SPEC}", "mcp"]`;
     const warmBlock = `[mcp_servers.warm]\ncommand = "${tomlCommand}"\nargs = ${tomlArgs}\n`;
     const preservedEnvLines = getTomlEnvStatus(content).envLines.filter((line) => !/^\s*WARM_API_KEY\s*=/.test(line));
     let nextContent = content
@@ -332,8 +317,8 @@ function getStatusLabel(status, force) {
     if (status === 'configured') {
         return 'configured';
     }
-    if (status === 'needs_migration') {
-        return 'needs migration';
+    if (status === 'needs_setup') {
+        return 'needs setup';
     }
     return 'not configured';
 }
@@ -341,8 +326,8 @@ export async function install(options = {}) {
     const force = options.force ?? false;
     const shouldValidateApiKey = options.validateApiKey ?? true;
     console.log('');
-    console.log('  Warm MCP Server Installer');
-    console.log('  -------------------------');
+    console.log('  Warmio Installer');
+    console.log('  ----------------');
     console.log('');
     const globalClients = GLOBAL_CLIENTS.filter(isDetected);
     const projectClients = detectProjectClients();

package/dist/warm-api-client.js

@@ -4,7 +4,6 @@ const DEFAULT_REQUEST_TIMEOUT_MS = (() => {
     const raw = Number(process.env.WARM_API_TIMEOUT_MS || 10_000);
     return Number.isFinite(raw) && raw > 0 ? raw : 10_000;
 })();
-const DEFAULT_SPENDING_MONTHS = 6;
 let cachedApiKey;
 function roundMoney(value) {
     return Math.round(value * 100) / 100;
@@ -56,6 +55,8 @@ function normalizeAccounts(accounts) {
     };
 }
 function normalizeFinancialState(input) {
+    const latestSnapshot = input.snapshots?.[0];
+    const categorySpending = latestSnapshot?.spending_by_category ?? [];
     return {
         budgets: (input.budgets || []).map((budget) => ({
             amount: budget.amount ?? 0,
@@ -66,8 +67,8 @@ function normalizeFinancialState(input) {
             spent: budget.spent ?? 0,
             status: budget.status ?? null,
         })),
-        category_spending: (input.categorySpending || []).map((item) => ({
-            amount: roundMoney(item?.total ?? 0),
+        category_spending: categorySpending.map((item) => ({
+            amount: roundMoney(item?.amount ?? item?.total ?? 0),
             category: item?.category || 'Uncategorized',
         })),
         generated_at: input.generatedAt,
@@ -163,7 +164,7 @@ export async function apiRequest(endpoint, params = {}, options = {}) {
     const requestOptions = createWarmApiClientConfig(options);
     const apiKey = requestOptions.apiKeyResolver?.() ?? getConfiguredApiKey();
     if (!apiKey) {
-        throw new Error('WARM_API_KEY not set. Run "npx -y @warmio/mcp@latest" to configure or set WARM_API_KEY.');
+        throw new Error('WARM_API_KEY not set. Run "npx @warmio/mcp" to configure or set WARM_API_KEY.');
     }
     const url = new URL(endpoint, requestOptions.apiUrl);
     Object.entries(params).forEach(([key, value]) => {
@@ -193,7 +194,7 @@ export async function apiRequest(endpoint, params = {}, options = {}) {
     if (!response.ok) {
         const errorMessages = {
             401: 'Invalid or expired API key. Regenerate at https://warm.io/settings',
-            403: 'Pro subscription required. Upgrade at https://warm.io/settings',
+            403: 'API access is available on paid plans only. Upgrade at https://warm.io/settings',
             429: 'Rate limit exceeded. Try again in a few minutes.',
         };
         if (errorMessages[response.status]) {
@@ -219,7 +220,7 @@ export function createWarmApiClient(options = {}) {
         return normalizeAccounts(response.accounts || []);
     };
     const getFinancialState = async () => {
-        const [snapshotsResponse, recurringResponse, budgetsResponse, goalsResponse, healthResponse, liabilitiesResponse, holdingsResponse, spendingResponse,] = await Promise.all([
+        const [snapshotsResponse, recurringResponse, budgetsResponse, goalsResponse, healthResponse, liabilitiesResponse, holdingsResponse,] = await Promise.all([
             apiRequest('/api/export', { dataset: 'snapshots' }, options),
             apiRequest('/api/export', { dataset: 'recurring' }, options),
             apiRequest('/api/export', { dataset: 'budgets' }, options),
@@ -227,10 +228,8 @@ export function createWarmApiClient(options = {}) {
             apiRequest('/api/export', { dataset: 'health' }, options),
             apiRequest('/api/export', { dataset: 'liabilities' }, options),
             apiRequest('/api/export', { dataset: 'holdings' }, options),
-            apiRequest('/api/spending', { months: String(DEFAULT_SPENDING_MONTHS) }, options),
         ]);
-        const generatedAt = spendingResponse.generated_at ||
-            holdingsResponse.generated_at ||
+        const generatedAt = holdingsResponse.generated_at ||
             liabilitiesResponse.generated_at ||
             healthResponse.generated_at ||
             goalsResponse.generated_at ||
@@ -240,7 +239,6 @@ export function createWarmApiClient(options = {}) {
             new Date().toISOString();
         return normalizeFinancialState({
             budgets: budgetsResponse.budgets,
-            categorySpending: spendingResponse.spending,
             generatedAt,
             goals: goalsResponse.goals,
             health: healthResponse,

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@warmio/mcp",
-  "version": "4.3.3",
-  "description": "Warm MCP server for local stdio and Streamable HTTP access",
+  "version": "5.0.1",
+  "description": "Warm CLI and MCP server for personal financial data",
   "type": "module",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
@@ -27,24 +27,28 @@
     }
   },
   "bin": {
-    "warm-mcp": "dist/index.js"
+    "warmio": "dist/index.js"
   },
   "files": [
     "dist"
   ],
   "scripts": {
     "build": "tsc",
-    "start": "node dist/index.js --stdio",
+    "test": "npm run build && node --test test/*.mjs",
+    "start": "node dist/index.js mcp",
     "start:http": "node dist/index.js http",
     "start:install": "node dist/index.js install",
-    "prepublishOnly": "npm run build"
+    "prepublishOnly": "npm run build",
+    "start:mcp": "node dist/index.js mcp"
   },
   "keywords": [
     "mcp",
     "warm",
+    "warmio",
     "financial",
     "api",
-    "claude"
+    "claude",
+    "chatgpt"
   ],
   "license": "MIT",
   "dependencies": {