actual-mcp-server 0.22.13 → 0.22.17

package/dist/src/tools/schedules_update.js

@@ -3,34 +3,34 @@ import adapter from '../lib/actual-adapter.js';
 import { CommonSchemas } from '../lib/schemas/common.js';
 import { RecurConfigSchema } from '../lib/schemas/recur.js';
 const InputSchema = z.object({
-    id: CommonSchemas.scheduleId.describe('UUID of the schedule to update (from actual_schedules_get)'),
+    id: CommonSchemas.scheduleId.describe('Schedule UUID'),
     name: z.string().optional()
-        .describe('New display name for the schedule'),
+        .describe('New display name'),
     payee: CommonSchemas.payeeId.nullable().optional()
-        .describe('New payee UUID, or null to clear'),
+        .describe('New payee UUID, null to clear'),
     account: CommonSchemas.accountId.nullable().optional()
-        .describe('New account UUID, or null to clear'),
+        .describe('New account UUID, null to clear'),
     amount: z.number().int().optional()
-        .describe('New amount in cents. Negative = expense, positive = income'),
+        .describe('New amount in cents, negative = expense'),
     amountOp: z.enum(['is', 'isapprox', 'isbetween']).optional()
         .describe('How to match the amount'),
     date: z.union([
         z.string().regex(/^\d{4}-\d{2}-\d{2}$/)
-            .describe('YYYY-MM-DD: one-off schedule on this specific date'),
+            .describe('One-off schedule on this date'),
         RecurConfigSchema
-            .describe('RecurConfig object (frequency, start, endMode, ...): recurring schedule'),
+            .describe('Recurring schedule'),
     ]).optional()
-        .describe('New date string (YYYY-MM-DD) or RecurConfig object. Set resetNextDate: true when changing this.'),
+        .describe('New YYYY-MM-DD date or RecurConfig object'),
     posts_transaction: z.boolean().optional()
-        .describe('Whether Actual auto-posts a transaction on each occurrence'),
+        .describe('Auto-post a transaction on each occurrence'),
     completed: z.boolean().optional()
-        .describe('Mark the schedule as completed (true) or reactivate it (false)'),
+        .describe('true marks it completed, false reactivates it'),
     resetNextDate: z.boolean().optional().default(false)
-        .describe('When true, recalculates next_date based on the updated date/recurrence config. Set to true whenever you change the date field.'),
+        .describe('Recalculate next_date; set it when changing the date'),
 });
 const tool = {
     name: 'actual_schedules_update',
-    description: `Update an existing schedule in Actual Budget. Supply the schedule's UUID and only the fields you want to change. Set resetNextDate: true when changing the date or recurrence config to force recalculation of next_date.`,
+    description: `Update a schedule; supply only the fields to change. Set resetNextDate: true when changing the date or recurrence.`,
     inputSchema: InputSchema,
     call: async (args, _meta) => {
         const input = InputSchema.parse(args || {});

package/dist/src/tools/server_info.js

@@ -95,7 +95,11 @@ Use this to check server status, verify version compatibility, or debug issues.`
                 },
             },
             tools: {
-                total: actualToolsManager.getToolNames().length,
+                // total is what this process PUBLISHES; registered is what exists. They differ
+                // when MCP_TOOLSETS, MCP_TOOLS or MCP_READ_ONLY narrows the surface (#483).
+                total: actualToolsManager.getPublishedToolNames().length,
+                registered: actualToolsManager.getToolNames().length,
+                policy: actualToolsManager.getToolPolicy(),
             },
         };
     },

package/dist/src/tools/transactions_update_batch.js

@@ -44,30 +44,21 @@ Returns: { succeeded: [{id}], failed: [{id, error}], total, successCount, failur
 Example: { updates: [{ id: "txn-uuid-1", fields: { category: "cat-uuid" } }, { id: "txn-uuid-2", fields: { notes: "Reimbursement" } }] }`,
     inputSchema: InputSchema,
     call: async (args, _meta) => {
-        try {
-            const input = InputSchema.parse(args || {});
-            // Single adapter call: all updates share one init/sync/shutdown cycle (fixes issue #79).
-            // Calling adapter.updateTransaction() in a loop would trigger N separate budget sessions.
-            const { succeeded, failed } = await adapter.updateTransactionBatch(input.updates);
-            const result = {
-                succeeded,
-                failed,
-                total: input.updates.length,
-                successCount: succeeded.length,
-                failureCount: failed.length,
-            };
-            return result;
-        }
-        catch (error) {
-            const message = error?.message || String(error);
-            return {
-                succeeded: [],
-                failed: [{ id: 'batch', error: `update_batch failed: ${message}` }],
-                total: 0,
-                successCount: 0,
-                failureCount: 1,
-            };
-        }
+        // No catch-all here (#517): a ZodError must reach actualToolsManager.callTool, which
+        // formats it, and a whole-call failure (no budget, timeout, lock) must surface as a
+        // tool error. Wrapping either as failed: [{id: 'batch'}] read as a per-item outcome.
+        const input = InputSchema.parse(args || {});
+        // Single adapter call: all updates share one init/sync/shutdown cycle (fixes issue #79).
+        // Calling adapter.updateTransaction() in a loop would trigger N separate budget sessions.
+        const { succeeded, failed } = await adapter.updateTransactionBatch(input.updates);
+        const result = {
+            succeeded,
+            failed,
+            total: input.updates.length,
+            successCount: succeeded.length,
+            failureCount: failed.length,
+        };
+        return result;
     },
 };
 export default tool;

package/package.json

@@ -1,12 +1,12 @@
 {
   "name": "actual-mcp-server",
   "displayName": "Actual MCP Server",
-  "version": "0.22.13",
+  "version": "0.22.17",
   "engines": {
     "node": ">=22.0.0",
     "npm": ">=10.0.0"
   },
-  "description": "MCP server with 82 tools for AI-driven financial management with Actual Budget. HTTP and stdio transports for LibreChat, Claude Desktop, Cursor, VS Code, Gemini CLI",
+  "description": "MCP server with 83 tools for AI-driven financial management with Actual Budget. HTTP and stdio transports for LibreChat, Claude Desktop, Cursor, VS Code, Gemini CLI",
   "homepage": "https://github.com/agigante80/actual-mcp-server#readme",
   "repository": {
     "type": "git",
@@ -30,7 +30,7 @@
     "verify-tools": "npm run build && node scripts/verify-tools.js",
     "check:coverage": "node scripts/list-actual-api-methods.mjs",
     "direct-sync": "node scripts/direct-sync/bank-sync-direct.mjs",
-    "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/transactions_aggregate.test.js && node tests/unit/account_flow_summary.test.js && node tests/unit/recurring_expenses_summary.test.js && node tests/unit/generated_tools.smoke.test.js &&node tests/unit/schema_validation.test.js && node tests/unit/schema_json_openai_compat.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_data_dir.test.js && node tests/unit/config_drift.test.js && node tests/unit/port_alignment.test.js && node tests/unit/dockerfile_data_dir_alignment.test.js && node tests/unit/unraid_template_alignment.test.js && node tests/unit/entrypoint_invariants.test.js && node tests/unit/e2e_spec_collection.test.js && node tests/unit/compose_profile_sync.test.js && node tests/unit/advertised_tools_sync.test.js && node tests/unit/new_tool_completeness.test.js && node tests/unit/knip_config.test.js && node tests/unit/readme_stats_sync.test.js && node tests/unit/config_insecure_upstream.test.js && node tests/unit/workflow_release_guards.test.js && node tests/unit/report_train_failure.test.js && node tests/unit/unit_chain_membership.test.js && node tests/unit/api_surface_drift.test.js && node tests/unit/write_effect_audit_staleness.test.js && node tests/unit/write_effect_audit_membership.test.js && node tests/unit/tool_annotations.test.js && node tests/unit/tool_id_schema_drift.test.js && node tests/unit/filter_id_resolution.test.js && node tests/unit/filter_id_tool_wiring.test.js && node tests/unit/api_coverage_baseline.test.js && node tests/unit/train_preflight.test.js && node tests/unit/verify_published_artifacts.test.js && node tests/unit/report_train_stale.test.js && node tests/unit/stdio_framing_check.test.js && node tests/unit/server_info.test.js && node tests/unit/transfers_create.test.js && node tests/unit/bot_target_branch.test.js && node tests/unit/auth_posture.test.js && node tests/unit/auth_posture_wiring.test.js && node tests/unit/auth-acl.test.js && node tests/unit/bug76.test.js && node tests/unit/budgets_setAmount.test.js && node tests/unit/budgets_hold_for_next_month.test.js && node tests/unit/budgets_transfer.test.js && node tests/unit/transactions_uncategorized.test.js && node tests/unit/httpServer_session_init.test.js && node tests/unit/httpServer_session_not_found.test.js && node tests/unit/httpServer_init_failure_report.test.js && node tests/unit/stdio_init_failure_report.test.js && node tests/unit/manual_mcp_client_retry.test.js && node tests/unit/manual_mcp_client_session.test.js && node tests/unit/manual_mcp_client_circuit.test.js && node tests/unit/manual_runner_killswitch.test.js && node tests/unit/adapter_auth_rate_limit.test.js && node tests/unit/adapter_session_reuse.test.js && node tests/unit/retry_classifier.test.js && node tests/unit/adapter_module_surface.test.js && node tests/unit/adapter_nonidempotent_no_retry.test.js && node tests/unit/pool_liveness.test.js && node tests/unit/pool_shutdown_all.test.js && node tests/unit/query_where_operators.test.js && node tests/unit/query_run_validation.test.js && node tests/unit/adapter_with_write_session.test.js && node tests/unit/category_groups_delete.test.js && node tests/unit/rules_delete.test.js && node tests/unit/schedules_delete.test.js && node tests/unit/accounts_delete.test.js && node tests/unit/update_tools_not_found.test.js && node tests/unit/accounts_close.test.js && node tests/unit/accounts_reopen.test.js && node tests/unit/payees_delete.test.js && node tests/unit/payees_merge.test.js && node tests/unit/rules_create_or_update.test.js && node tests/unit/unhandled-rejection.test.js && node tests/unit/rejection-allowlist-purity.test.js && node tests/unit/httpServer_bearer_auth.test.js && node tests/unit/httpServer_oidc_audience.test.js && node tests/unit/httpServer_oidc_auth_verification.test.js && node tests/unit/httpServer_oidc_jwks_discovery.test.js && node tests/unit/oidc_resource_identifier.test.js && node tests/unit/httpServer_oidc_resource_metadata.test.js && node tests/unit/oidc_error_cause.test.js && node tests/unit/httpServer_oidc_error_body.test.js && node tests/unit/oidc_token_source.test.js && node tests/unit/config_oidc_assertion_refines.test.js && node tests/unit/httpServer_oidc_assertion_mode.test.js && node tests/unit/httpServer_body_limit.test.js && node tests/unit/httpServer_batch_cap.test.js && node tests/unit/dotenv_stdout_quiet.test.js && node tests/unit/httpServer_bind_host.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/adapter_drain_listing_cache.test.js && node tests/unit/budget_acl_enforcement.test.js && node tests/unit/budget_selection_precondition.test.js && node tests/unit/budget_load_abandonment.test.js && node tests/unit/budget_loader_postcondition.test.js && node tests/unit/budget_loader_import_allowlist.test.js && node tests/unit/budget_import_tracking.test.js && node tests/unit/pool_shutdown_under_lock.test.js && node tests/unit/api_lock_affinity.test.js && node tests/unit/commit_message_closing_keyword.test.js && node tests/unit/write_queue_stranding.test.js && node tests/unit/write_queue_stranded_bound.test.js && node tests/unit/budget_preference_store.test.js && node tests/unit/budget_preference_restore.test.js && node tests/unit/tags_list.test.js && node tests/unit/tags_create.test.js && node tests/unit/tags_update.test.js && node tests/unit/tags_delete.test.js && node tests/unit/notes_get.test.js && node tests/unit/notes_update.test.js && node tests/unit/payees_common_list.test.js && node tests/unit/transactions_update_guard.test.js && node tests/unit/transactions_update_splits.test.js && node tests/unit/transactions_update_split_convert.test.js && node tests/unit/entities_search.test.js && node tests/unit/transactions_import_schema.test.js && node tests/unit/tool_schema_shape.test.js && node tests/unit/zod_error_format.test.js && node tests/unit/tool_count_sync.test.js && node tests/unit/stdio_transport.test.js && node tests/unit/stdio_budget_switch.test.js && node tests/unit/logger_structured.test.js && node tests/unit/logger_redaction.test.js && node tests/unit/logger_correlation.test.js && node tests/unit/check_coverage.test.js && node tests/unit/adapter_op_timeout.test.js && node tests/unit/adapter_write_queue_wakeup.test.js && node tests/unit/ci_workflow_guards.test.js && node tests/unit/node_version_guard.test.js && node tests/unit/node_version_drift.test.js && node tests/unit/playwright_version_drift.test.js && node tests/unit/observability_smoke.test.js && node tests/unit/residue_pattern.test.js && node tests/unit/dual_transport_gate.test.js && node tests/unit/manual_assertions_use_helper.test.js && node tests/unit/server_version_guard.test.js && node tests/unit/server_version_probe_outside_op_timeout.test.js && node tests/unit/payee_rules_reference_filter.test.js && node tests/unit/oidc_metadata_discovery.test.js && node tests/unit/httpServer_oauth_metadata_route.test.js && node tests/unit/httpServer_mcp_info_route.test.js && node tests/unit/residue_sweep_balance_account.test.js && node tests/unit/tool_factory.test.js && node tests/unit/budget_registry_parse.test.js && node tests/unit/preferences_get.test.js && node tests/unit/budgets_export.test.js && node tests/unit/budgets_import.test.js && node tests/unit/budgets_import_syncid.test.js && node tests/unit/budget_acl_dynamic.test.js && node tests/unit/budget_acl_identity_map.test.js && node tests/unit/budget_acl_userinfo.test.js && node tests/unit/acl_e2e_fixture_contract.test.js && node tests/unit/budget_acl_middleware.test.js && node tests/unit/rules_stage.test.js && node tests/unit/oidc_scope_list.test.js && node tests/unit/get_context.test.js && node tests/unit/contributor_docs.test.js",
+    "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/transactions_aggregate.test.js && node tests/unit/account_flow_summary.test.js && node tests/unit/recurring_expenses_summary.test.js && node tests/unit/generated_tools.smoke.test.js &&node tests/unit/schema_validation.test.js && node tests/unit/schema_json_openai_compat.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_data_dir.test.js && node tests/unit/config_drift.test.js && node tests/unit/port_alignment.test.js && node tests/unit/dockerfile_data_dir_alignment.test.js && node tests/unit/unraid_template_alignment.test.js && node tests/unit/entrypoint_invariants.test.js && node tests/unit/e2e_spec_collection.test.js && node tests/unit/compose_profile_sync.test.js && node tests/unit/advertised_tools_sync.test.js && node tests/unit/new_tool_completeness.test.js && node tests/unit/knip_config.test.js && node tests/unit/readme_stats_sync.test.js && node tests/unit/config_insecure_upstream.test.js && node tests/unit/workflow_release_guards.test.js && node tests/unit/report_train_failure.test.js && node tests/unit/unit_chain_membership.test.js && node tests/unit/api_surface_drift.test.js && node tests/unit/write_effect_audit_staleness.test.js && node tests/unit/write_effect_audit_membership.test.js && node tests/unit/tool_annotations.test.js && node tests/unit/tool_id_schema_drift.test.js && node tests/unit/filter_id_resolution.test.js && node tests/unit/filter_id_tool_wiring.test.js && node tests/unit/api_coverage_baseline.test.js && node tests/unit/train_preflight.test.js && node tests/unit/verify_published_artifacts.test.js && node tests/unit/report_train_stale.test.js && node tests/unit/stdio_framing_check.test.js && node tests/unit/server_info.test.js && node tests/unit/transfers_create.test.js && node tests/unit/bot_target_branch.test.js && node tests/unit/auth_posture.test.js && node tests/unit/auth_posture_wiring.test.js && node tests/unit/auth-acl.test.js && node tests/unit/bug76.test.js && node tests/unit/budgets_setAmount.test.js && node tests/unit/adapter_set_budget_batch.test.js && node tests/unit/budget_updates_batch.test.js && node tests/unit/rules_create.test.js && node tests/unit/adapter_rule_reference_guard.test.js && node tests/unit/rules_create_batch.test.js && node tests/unit/budgets_hold_for_next_month.test.js && node tests/unit/budgets_transfer.test.js && node tests/unit/transactions_uncategorized.test.js && node tests/unit/httpServer_session_init.test.js && node tests/unit/httpServer_session_not_found.test.js && node tests/unit/httpServer_init_failure_report.test.js && node tests/unit/stdio_init_failure_report.test.js && node tests/unit/manual_mcp_client_retry.test.js && node tests/unit/manual_mcp_client_session.test.js && node tests/unit/manual_mcp_client_circuit.test.js && node tests/unit/manual_runner_killswitch.test.js && node tests/unit/adapter_auth_rate_limit.test.js && node tests/unit/adapter_session_reuse.test.js && node tests/unit/retry_classifier.test.js && node tests/unit/adapter_module_surface.test.js && node tests/unit/adapter_nonidempotent_no_retry.test.js && node tests/unit/pool_liveness.test.js && node tests/unit/pool_shutdown_all.test.js && node tests/unit/query_where_operators.test.js && node tests/unit/query_run_validation.test.js && node tests/unit/adapter_with_write_session.test.js && node tests/unit/category_groups_delete.test.js && node tests/unit/rules_delete.test.js && node tests/unit/schedules_delete.test.js && node tests/unit/accounts_delete.test.js && node tests/unit/update_tools_not_found.test.js && node tests/unit/accounts_close.test.js && node tests/unit/accounts_reopen.test.js && node tests/unit/payees_delete.test.js && node tests/unit/payees_merge.test.js && node tests/unit/rules_create_or_update.test.js && node tests/unit/unhandled-rejection.test.js && node tests/unit/rejection-allowlist-purity.test.js && node tests/unit/httpServer_bearer_auth.test.js && node tests/unit/httpServer_oidc_audience.test.js && node tests/unit/httpServer_oidc_auth_verification.test.js && node tests/unit/httpServer_oidc_jwks_discovery.test.js && node tests/unit/oidc_resource_identifier.test.js && node tests/unit/httpServer_oidc_resource_metadata.test.js && node tests/unit/oidc_error_cause.test.js && node tests/unit/httpServer_oidc_error_body.test.js && node tests/unit/oidc_token_source.test.js && node tests/unit/config_oidc_assertion_refines.test.js && node tests/unit/httpServer_oidc_assertion_mode.test.js && node tests/unit/httpServer_body_limit.test.js && node tests/unit/httpServer_batch_cap.test.js && node tests/unit/dotenv_stdout_quiet.test.js && node tests/unit/httpServer_bind_host.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/adapter_drain_listing_cache.test.js && node tests/unit/budget_acl_enforcement.test.js && node tests/unit/budget_selection_precondition.test.js && node tests/unit/budget_load_abandonment.test.js && node tests/unit/budget_loader_postcondition.test.js && node tests/unit/budget_loader_import_allowlist.test.js && node tests/unit/budget_import_tracking.test.js && node tests/unit/pool_shutdown_under_lock.test.js && node tests/unit/api_lock_affinity.test.js && node tests/unit/commit_message_closing_keyword.test.js && node tests/unit/write_queue_stranding.test.js && node tests/unit/write_queue_stranded_bound.test.js && node tests/unit/budget_preference_store.test.js && node tests/unit/budget_preference_restore.test.js && node tests/unit/tags_list.test.js && node tests/unit/tags_create.test.js && node tests/unit/tags_update.test.js && node tests/unit/tags_delete.test.js && node tests/unit/notes_get.test.js && node tests/unit/notes_update.test.js && node tests/unit/payees_common_list.test.js && node tests/unit/transactions_update_guard.test.js && node tests/unit/transactions_update_splits.test.js && node tests/unit/transactions_update_split_convert.test.js && node tests/unit/entities_search.test.js && node tests/unit/transactions_import_schema.test.js && node tests/unit/tool_schema_shape.test.js && node tests/unit/zod_error_format.test.js && node tests/unit/transactions_update_batch.test.js && node tests/unit/tool_count_sync.test.js && node tests/unit/stdio_transport.test.js && node tests/unit/stdio_budget_switch.test.js && node tests/unit/logger_structured.test.js && node tests/unit/logger_redaction.test.js && node tests/unit/logger_correlation.test.js && node tests/unit/check_coverage.test.js && node tests/unit/adapter_op_timeout.test.js && node tests/unit/adapter_write_queue_wakeup.test.js && node tests/unit/ci_workflow_guards.test.js && node tests/unit/node_version_guard.test.js && node tests/unit/node_version_drift.test.js && node tests/unit/playwright_version_drift.test.js && node tests/unit/observability_smoke.test.js && node tests/unit/residue_pattern.test.js && node tests/unit/dual_transport_gate.test.js && node tests/unit/manual_assertions_use_helper.test.js && node tests/unit/server_version_guard.test.js && node tests/unit/server_version_probe_outside_op_timeout.test.js && node tests/unit/payee_rules_reference_filter.test.js && node tests/unit/oidc_metadata_discovery.test.js && node tests/unit/httpServer_oauth_metadata_route.test.js && node tests/unit/httpServer_mcp_info_route.test.js && node tests/unit/residue_sweep_balance_account.test.js && node tests/unit/tool_factory.test.js && node tests/unit/budget_registry_parse.test.js && node tests/unit/preferences_get.test.js && node tests/unit/budgets_export.test.js && node tests/unit/budgets_import.test.js && node tests/unit/budgets_import_syncid.test.js && node tests/unit/budget_acl_dynamic.test.js && node tests/unit/budget_acl_identity_map.test.js && node tests/unit/budget_acl_userinfo.test.js && node tests/unit/acl_e2e_fixture_contract.test.js && node tests/unit/budget_acl_middleware.test.js && node tests/unit/rules_stage.test.js && node tests/unit/oidc_scope_list.test.js && node tests/unit/get_context.test.js && node tests/unit/contributor_docs.test.js && node tests/unit/toolsets.test.js && node tests/unit/toolsets_entrypoint.test.js && node tests/unit/tools_list_size_budget.test.js && node tests/unit/rules_update_schedules_schema.test.js",
     "test:adapter": "npm run build && node dist/src/tests_adapter_runner.js",
     "test:e2e": "npx playwright test",
     "test:e2e:docker": "./tests/e2e/run-docker-e2e.sh",
@@ -68,7 +68,7 @@
     "audit:write-effect": "node scripts/check-write-effect-audit.mjs"
   },
   "dependencies": {
-    "@actual-app/api": "^26.9.0",
+    "@actual-app/api": "^26.10.0",
     "@modelcontextprotocol/sdk": "^1.32.1",
     "debug": "^4.4.3",
     "dotenv": "^18.0.6",