@warmio/mcp 5.0.0 → 5.0.1

package/README.md

@@ -5,10 +5,12 @@ Warmio is the one-command CLI and read-only MCP server for Warm financial data.
 ## Install
 
 ```bash
-npx @warmio/mcp
+npx -y @warmio/mcp@latest
 ```
 
-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.
+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
 
@@ -25,7 +27,7 @@ Use this when a client asks you to paste an MCP JSON config:
   "mcpServers": {
     "warm": {
       "command": "npx",
-      "args": ["-y", "@warmio/mcp", "mcp"]
+      "args": ["-y", "@warmio/mcp@latest", "mcp"]
     }
   }
 }
@@ -38,7 +40,7 @@ On Windows, prefer:
   "mcpServers": {
     "warm": {
       "command": "cmd",
-      "args": ["/c", "npx", "-y", "@warmio/mcp", "mcp"]
+      "args": ["/c", "npx", "-y", "@warmio/mcp@latest", "mcp"]
     }
   }
 }
@@ -60,14 +62,15 @@ Use this MCP server config:
   "mcpServers": {
     "warm": {
       "command": "npx",
-      "args": ["-y", "@warmio/mcp", "mcp"]
+      "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.
+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?
@@ -81,7 +84,7 @@ After setup, I should be able to ask:
 If your MCP client supports Streamable HTTP, you can run:
 
 ```bash
-npx -y @warmio/mcp http --host 127.0.0.1 --port 3000 --path /mcp
+npx -y @warmio/mcp@latest http --host 127.0.0.1 --port 3000 --path /mcp
 ```
 
 Relevant optional environment variables:

package/dist/install.js

@@ -46,7 +46,7 @@ const GLOBAL_CLIENTS = [
     { name: 'Gemini CLI', configPath: join(HOME, '.gemini', 'settings.json'), format: 'json' },
 ];
 const PROJECT_CONFIGS = ['.mcp.json', '.cursor/mcp.json', '.vscode/mcp.json'];
-const MCP_PACKAGE_SPEC = '@warmio/mcp';
+const MCP_PACKAGE_SPEC = '@warmio/mcp@latest';
 const MCP_CONFIG = platform() === 'win32'
     ? { command: 'cmd', args: ['/c', 'npx', '-y', MCP_PACKAGE_SPEC, 'mcp'] }
     : { command: 'npx', args: ['-y', MCP_PACKAGE_SPEC, 'mcp'] };
@@ -81,7 +81,7 @@ function getStringArray(value) {
     return value.filter((entry) => typeof entry === 'string');
 }
 function isWarmPackageSpecifier(value) {
-    return /^@warmio\/warmio(?:@.+)?$/.test(value);
+    return /^@warmio\/mcp(?:@.+)?$/.test(value);
 }
 function isSupportedWarmInvocation(command, args) {
     if (command !== 'npx' && command !== 'cmd') {

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,
@@ -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

@@ -1,6 +1,6 @@
 {
   "name": "@warmio/mcp",
-  "version": "5.0.0",
+  "version": "5.0.1",
   "description": "Warm CLI and MCP server for personal financial data",
   "type": "module",
   "main": "dist/index.js",
@@ -34,6 +34,7 @@
   ],
   "scripts": {
     "build": "tsc",
+    "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",