copilot-money-mcp 1.3.0 → 1.5.0

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package/README.md CHANGED
@@ -187,7 +187,7 @@ After installing the MCP server, Claude Desktop will request **one-time approval
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  ## Available Tools
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- The MCP server provides **8 read-only tools** for querying your financial data:
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+ The MCP server provides **12 read-only tools** for querying your financial data:
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  | Tool | Description |
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  |------|-------------|
@@ -197,6 +197,10 @@ The MCP server provides **8 read-only tools** for querying your financial data:
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  | `get_recurring_transactions` | Identify subscriptions and recurring charges with frequency, monthly cost, and next expected date. Filter by name for detailed view. |
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  | `get_budgets` | Get budgets from Copilot's native budget tracking with spending vs. limit comparisons. |
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  | `get_goals` | Get financial goals with progress tracking, monthly history, and savings status. |
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+ | `get_connection_status` | Check bank sync/connection health for linked financial institutions, including last sync timestamps and error states. |
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+ | `get_holdings` | Get current investment holdings with ticker, quantity, price, average cost, and total return per holding. |
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+ | `get_investment_prices` | Get historical price data (daily + high-frequency) for stocks, ETFs, mutual funds, and crypto. |
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+ | `get_investment_splits` | Get stock split history with ratios, dates, and multipliers for accurate historical calculations. |
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  | `get_cache_info` | Get information about the local data cache, including date range and transaction count. |
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  | `refresh_database` | Refresh the in-memory cache to pick up newly synced data from Copilot Money. Cache auto-refreshes every 5 minutes. |
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@@ -331,6 +335,39 @@ COPILOT_CACHE_TTL_MINUTES=0 copilot-money-mcp
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  You can also manually refresh the cache using the `refresh_database` tool.
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+ ### Decode Timeout
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+ For large databases (500MB+), you may need to increase the decode timeout. The default is 90 seconds (90,000ms).
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+ **Via environment variable:**
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+ ```bash
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+ DECODE_TIMEOUT_MS=600000 copilot-money-mcp
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+ ```
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+ **Via CLI flag:**
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+ ```bash
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+ copilot-money-mcp --timeout 600000
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+ ```
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+ **In Claude Desktop config** (with increased Node.js memory for 1GB+ databases):
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+ ```json
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+ {
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+ "mcpServers": {
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+ "copilot-money": {
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+ "command": "node",
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+ "args": [
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+ "--max-old-space-size=4096",
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+ "/path/to/copilot-money-mcp/dist/cli.js",
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+ "--db-path",
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+ "/path/to/your/database",
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+ "--timeout",
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+ "600000"
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+ ]
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+ }
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+ }
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+ }
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+ ```
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+
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  ## Known Limitations
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  ### Local Cache Size
@@ -359,6 +396,14 @@ If you see "Database not available":
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  3. Verify `.ldb` files exist in the directory
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  4. Provide custom path: `copilot-money-mcp --db-path /path/to/database`
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+ ### Decode Worker Timed Out (Large Databases)
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+ If you see "Decode worker timed out after Xms":
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+ 1. Your database may be too large for the default 90-second timeout
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+ 2. Increase the timeout: `copilot-money-mcp --timeout 300000` (5 minutes)
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+ 3. For databases over 1GB, also increase Node.js memory: `node --max-old-space-size=4096 dist/cli.js --timeout 300000`
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+ 4. Set via environment variable: `DECODE_TIMEOUT_MS=600000`
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+
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  ### No Transactions Found
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  - Copilot Money may not have synced yet - open the app and wait for sync