actual-mcp-server 0.6.0 → 0.6.1

package/README.md

@@ -730,4 +730,4 @@ The software is provided **as-is**, without warranty of any kind. The author acc
 
 ---
 
-**Version:** 0.6.0 | **Tool Count:** 63 (verified LibreChat-compatible)
+**Version:** 0.6.1 | **Tool Count:** 63 (verified LibreChat-compatible)

package/dist/package.json

@@ -1,7 +1,7 @@
 {
     "name": "actual-mcp-server",
     "displayName": "Actual MCP Server",
-    "version": "0.6.0",
+    "version": "0.6.1",
     "engines": {
         "node": ">=20.0.0",
         "npm": ">=10.0.0"

package/dist/src/lib/actual-adapter.js

@@ -385,7 +385,8 @@ export async function importTransactions(accountId, txs) {
 }
 export async function createTransfer(params) {
     observability.incrementToolCall('actual.transfers.create').catch(() => { });
-    return queueWriteOperation(async () => {
+    // ── Phase 1: validate + write ─────────────────────────────────────────────
+    const writeResult = await queueWriteOperation(async () => {
         if (params.from_account === params.to_account) {
             return { success: false, error: 'from_account and to_account must be different accounts.' };
         }
@@ -411,16 +412,30 @@ export async function createTransfer(params) {
             payee: transferPayee.id,
             ...(params.notes !== undefined && { notes: params.notes }),
         };
-        const result = await withConcurrency(() => retry(() => rawAddTransactions(params.from_account, [sourceTx], { runTransfers: true }), { retries: 2, backoffMs: 200 }));
-        let from_id = null;
-        if (Array.isArray(result) && result.length > 0 && typeof result[0] === 'string' && result[0] !== 'ok') {
-            from_id = result[0];
-        }
-        else if (result && typeof result === 'object' && 'id' in result) {
-            from_id = result.id;
-        }
-        return { success: true, from_id, to_id: null };
+        await withConcurrency(() => retry(() => rawAddTransactions(params.from_account, [sourceTx], { runTransfers: true }), { retries: 2, backoffMs: 200 }));
+        return { success: true };
     });
+    if (!writeResult.success)
+        return writeResult;
+    // ── Phase 2: read-back in a fresh session (after write has synced) ────────
+    // A new withActualApi session downloads the budget from the server, which
+    // reflects the synced write, guaranteeing transfer_id is fully committed.
+    try {
+        return await withActualApi(async () => {
+            const txns = await withConcurrency(() => retry(() => rawGetTransactions(params.from_account, params.date, params.date), { retries: 2, backoffMs: 200 }));
+            // Find the most recently created transfer matching our amount.
+            // imported_id is not synced via Actual Budget CRDT, so we sort by
+            // sort_order descending and take the newest matching transfer instead.
+            const tx = (txns ?? [])
+                .filter((t) => t.amount === -Math.abs(params.amount) && t.transfer_id != null)
+                .sort((a, b) => (b.sort_order ?? 0) - (a.sort_order ?? 0))[0];
+            return { success: true, from_id: tx?.id ?? null, to_id: tx?.transfer_id ?? null };
+        });
+    }
+    catch {
+        // Transfer was created; IDs just can't be retrieved right now.
+        return { success: true, from_id: null, to_id: null };
+    }
 }
 export async function getTransactions(accountId, startDate, endDate) {
     return withActualApi(async () => {

package/dist/src/tools/transactions_uncategorized.js

@@ -13,7 +13,7 @@ import { z } from 'zod';
 import adapter from '../lib/actual-adapter.js';
 import { CommonSchemas } from '../lib/schemas/common.js';
 const InputSchema = z.object({
-    startDate: CommonSchemas.date.optional().describe('Start date in YYYY-MM-DD format (default: first day of current month)'),
+    startDate: CommonSchemas.date.optional().describe('Start date in YYYY-MM-DD format (default: all-time)'),
     endDate: CommonSchemas.date.optional().describe('End date in YYYY-MM-DD format (default: today)'),
     accountId: CommonSchemas.accountId.optional().describe('Filter to a specific account ID (optional)'),
     includeTransactions: z.boolean().optional().default(false).describe('When true, include paginated transaction rows in the response (default: false)'),
@@ -37,14 +37,14 @@ const tool = {
         'Use limit (default 50, max 1000) and offset for pagination.',
         'Excludes: transfers, split-transaction parents, opening balance entries, off-budget accounts, and closed accounts.',
         'When accountId is provided, all fields are scoped to that account.',
+        'Default date range is all-time (2000-01-01 to today); pass startDate/endDate to narrow.',
         'Note: the legacy summary.totalAmount field has been removed — totalAmount is now at the top level.',
     ].join(' '),
     inputSchema: InputSchema,
     call: async (args, _meta) => {
         const input = InputSchema.parse(args || {});
         const today = new Date();
-        const firstDayOfMonth = new Date(today.getFullYear(), today.getMonth(), 1);
-        const startDate = input.startDate || firstDayOfMonth.toISOString().split('T')[0];
+        const startDate = input.startDate || '2000-01-01';
         const endDate = input.endDate || today.toISOString().split('T')[0];
         const accountId = input.accountId ?? undefined;
         // Full table scan when no accountId — reliably returns newly written transactions

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "actual-mcp-server",
   "displayName": "Actual MCP Server",
-  "version": "0.6.0",
+  "version": "0.6.1",
   "engines": {
     "node": ">=20.0.0",
     "npm": ">=10.0.0"