actual-mcp-server 0.6.43 → 0.6.44

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (4) hide show
  1. package/README.md +10 -10
  2. package/dist/package.json +4 -3
  3. package/dist/src/lib/constants.js +1 -1
  4. package/package.json +4 -3
package/README.md CHANGED
@@ -19,13 +19,13 @@ Actual MCP Server is a [Model Context Protocol](https://modelcontextprotocol.io/
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  ┌─────────────┐ MCP/HTTP ┌──────────────────┐ Actual API ┌──────────────┐
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  │ LibreChat │ ◄───────────► │ Actual MCP │ ◄───────────► │ Actual │
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  │ LobeChat │ │ Server │ │ Budget │
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- │ (remote) │ │ (63 tools) │ │ Server │
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+ │ (remote) │ │ (71 tools) │ │ Server │
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  └─────────────┘ └──────────────────┘ └──────────────┘
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  ┌─────────────┐ MCP/stdio ┌──────────────────┐ Actual API ┌──────────────┐
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  │ Claude │ ◄───────────► │ Actual MCP │ ◄───────────► │ Actual │
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  │ Desktop │ │ Server │ │ Budget │
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- │ (local) │ │ (63 tools) │ │ Server │
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+ │ (local) │ │ (71 tools) │ │ Server │
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  └─────────────┘ └──────────────────┘ └──────────────┘
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  ```
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@@ -33,14 +33,14 @@ Actual MCP Server is a [Model Context Protocol](https://modelcontextprotocol.io/
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  Most Actual Budget MCP implementations are simple stdio bridges designed for single-user, local use with Claude Desktop. This project goes further:
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- - **70 tools, the most comprehensive coverage available.** Accounts, transactions, categories, payees, tags, notes, rules, budgets, batch operations, bank sync, and more. Covers 87% of the Actual Budget API.
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+ - **71 tools, the most comprehensive coverage available.** Accounts, transactions, categories, payees, tags, notes, rules, budgets, batch operations, bank sync, and more. Covers 87% of the Actual Budget API.
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  - **HTTP and stdio transport.** Runs as a real remote server for LibreChat/LobeChat (`--http`), or as a direct local process for Claude Desktop (`--stdio`). No Docker or HTTP server is needed for local use.
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  - **6 exclusive ActualQL-powered tools.** Search and summarise transactions by month, amount, category, or payee using Actual Budget's native query engine. Aggregated results, no raw data dumped into the AI context window.
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  - **Multi-budget switching at runtime.** Configure multiple budget files and let the AI switch between them mid-conversation with `actual_budgets_switch`.
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  - **Multi-user ready with OIDC.** Secure every session with JWKS-validated JWTs and per-user budget ACLs. No shared tokens required.
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  - **Production-grade reliability.** Connection pooling (up to 15 concurrent sessions), automatic retry with exponential backoff, and a full test suite (unit + E2E + integration).
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- > **Verified working** with [LibreChat](https://www.librechat.ai/), [LobeChat](https://lobehub.com/home), and [Claude Desktop](https://claude.ai/download). All 70 tools tested end-to-end. Any MCP-compatible client should work.
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+ > **Verified working** with [LibreChat](https://www.librechat.ai/), [LobeChat](https://lobehub.com/home), and [Claude Desktop](https://claude.ai/download). All 71 tools tested end-to-end. Any MCP-compatible client should work.
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  ---
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@@ -172,7 +172,7 @@ Add to `claude_desktop_config.json` (see [docs/guides/MCP_CLIENTS_SETUP.md](docs
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  }
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  ```
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- > **No token needed.** stdio runs as a local process owned by your user. The transport itself is the security boundary. All 63 tools are available.
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+ > **No token needed.** stdio runs as a local process owned by your user. The transport itself is the security boundary. All 71 tools are available.
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  >
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  > **`MCP_BRIDGE_DATA_DIR` should be an absolute path.** Without one, the data directory resolves relative to wherever the client spawns the process, which can be unpredictable. The directory is created automatically on first run.
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@@ -282,7 +282,7 @@ For Claude Desktop (stdio), restart Claude after upgrading.
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  ## Available Tools
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- **63 tools** across 12 categories. All tools use the `actual_<category>_<action>` naming convention.
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+ **71 tools** across 12 categories. All tools use the `actual_<category>_<action>` naming convention.
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  ### Accounts (7)
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@@ -529,7 +529,7 @@ stdio is the simplest way to connect Claude Desktop directly to Actual Budget. T
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  - No auth token. Process ownership is the security boundary.
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  - All logs go to stderr so they never corrupt the JSON-RPC framing on stdout
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  - The process exits when stdin closes (Claude Desktop shutting down)
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- - All 63 tools are available, identical to HTTP mode
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+ - All 71 tools are available, identical to HTTP mode
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  **Start manually to verify:**
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@@ -606,7 +606,7 @@ See [AI Client Setup, OIDC](docs/guides/AI_CLIENT_SETUP.md#oidc-authentication-m
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  | Command | What It Tests | Requires Live Server |
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  |---------|---------------|---------------------|
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  | `npm run build` | TypeScript compilation | No |
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- | `npm run test:unit-js` | 63-tool smoke, schema validation, auth ACL | No |
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+ | `npm run test:unit-js` | 71-tool smoke, schema validation, auth ACL | No |
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  | `npm run test:adapter` | Adapter, retry logic, concurrency | No |
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  | `npm run test:e2e` | MCP protocol compliance (Playwright) | No |
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  | `npm run test:e2e:docker:full` | Full stack integration | Yes (Docker) |
@@ -648,7 +648,7 @@ Several MCP servers exist for personal finance management. Here's how this proje
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  | **Version** | v0.4.26 | v1.11.1 | v0.2.0 | v0.1.0 |
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  | **Budget App** | Actual Budget (self-hosted) | Actual Budget (self-hosted) | Actual Budget (self-hosted) | YNAB (cloud, subscription) |
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  | **Language** | TypeScript / Node.js | TypeScript / Node.js | TypeScript / Node.js | Python |
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- | **Tool Count** | **70** | ~22 | 18 | 9 |
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+ | **Tool Count** | **71** | ~22 | 18 | 9 |
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  | **Setup & Distribution** |||||
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  | **Transport** | HTTP + stdio | STDIO + SSE option | STDIO | STDIO |
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  | **Docker support** | ✅ Full (image + Compose) | ✅ Image only | ❌ | ❌ |
@@ -751,4 +751,4 @@ The software is provided **as-is**, without warranty of any kind. The author acc
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  ---
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- **Version:** 0.6.43 | **Tool Count:** 71 (verified LibreChat-compatible)
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+ **Version:** 0.6.44 | **Tool Count:** 71 (verified LibreChat-compatible)
package/dist/package.json CHANGED
@@ -1,7 +1,7 @@
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  {
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  "name": "actual-mcp-server",
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  "displayName": "Actual MCP Server",
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- "version": "0.6.43",
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+ "version": "0.6.44",
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  "engines": {
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  "node": ">=20.0.0",
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  "npm": ">=10.0.0"
@@ -30,7 +30,7 @@
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  "verify-tools": "npm run build && node scripts/verify-tools.js",
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  "check:coverage": "node scripts/list-actual-api-methods.mjs",
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  "direct-sync": "node scripts/direct-sync/bank-sync-direct.mjs",
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- "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/generated_tools.smoke.test.js && node tests/unit/schema_validation.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_insecure_upstream.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_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/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/payees_delete.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_body_limit.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/budget_acl_enforcement.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/entities_search.test.js && node tests/unit/check_coverage.test.js",
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+ "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/generated_tools.smoke.test.js && node tests/unit/schema_validation.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_insecure_upstream.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_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/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/payees_delete.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_body_limit.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/budget_acl_enforcement.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/entities_search.test.js && node tests/unit/tool_count_sync.test.js && node tests/unit/check_coverage.test.js",
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  "test:adapter": "npm run build && node dist/src/tests_adapter_runner.js",
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  "test:e2e": "npx playwright test",
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  "test:e2e:docker": "./tests/e2e/run-docker-e2e.sh",
@@ -54,7 +54,8 @@
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  "version:check": "node scripts/version-check.js",
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  "release:major": "npm run version:bump -- major",
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  "release:minor": "npm run version:bump -- minor",
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- "release:patch": "npm run version:bump -- patch"
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+ "release:patch": "npm run version:bump -- patch",
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+ "tool-count": "node scripts/tool-count.mjs"
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  },
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  "dependencies": {
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  "@actual-app/api": "^26.6.0",
package/dist/src/lib/constants.js CHANGED
@@ -75,7 +75,7 @@ export const DEFAULT_HTTP_PATH = '/';
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  */
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  export const SERVER_INFO = {
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  name: 'actual-budget-mcp',
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- description: 'MCP server for Actual Budget - 60 tools for finance management',
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+ description: 'MCP server for Actual Budget - 71 tools for finance management',
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  };
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  // ============================================================================
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  // VALIDATION & LIMITS
package/package.json CHANGED
@@ -1,7 +1,7 @@
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  {
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  "name": "actual-mcp-server",
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  "displayName": "Actual MCP Server",
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- "version": "0.6.43",
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+ "version": "0.6.44",
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  "engines": {
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  "node": ">=20.0.0",
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  "npm": ">=10.0.0"
@@ -30,7 +30,7 @@
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  "verify-tools": "npm run build && node scripts/verify-tools.js",
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  "check:coverage": "node scripts/list-actual-api-methods.mjs",
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  "direct-sync": "node scripts/direct-sync/bank-sync-direct.mjs",
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- "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/generated_tools.smoke.test.js && node tests/unit/schema_validation.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_insecure_upstream.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_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/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/payees_delete.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_body_limit.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/budget_acl_enforcement.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/entities_search.test.js && node tests/unit/check_coverage.test.js",
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+ "test:unit-js": "node tests/unit/transactions_create.test.js && node tests/unit/generated_tools.smoke.test.js && node tests/unit/schema_validation.test.js && node tests/unit/config_https_validation.test.js && node tests/unit/config_insecure_upstream.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_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/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/payees_delete.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_body_limit.test.js && node tests/unit/adapter_write_pool_cooperation.test.js && node tests/unit/budget_acl_enforcement.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/entities_search.test.js && node tests/unit/tool_count_sync.test.js && node tests/unit/check_coverage.test.js",
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  "test:adapter": "npm run build && node dist/src/tests_adapter_runner.js",
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  "test:e2e": "npx playwright test",
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  "test:e2e:docker": "./tests/e2e/run-docker-e2e.sh",
@@ -54,7 +54,8 @@
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  "version:check": "node scripts/version-check.js",
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  "release:major": "npm run version:bump -- major",
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  "release:minor": "npm run version:bump -- minor",
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- "release:patch": "npm run version:bump -- patch"
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+ "release:patch": "npm run version:bump -- patch",
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+ "tool-count": "node scripts/tool-count.mjs"
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  },
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  "dependencies": {
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  "@actual-app/api": "^26.6.0",