copilot-money-mcp 1.4.0 → 1.5.0
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.
- package/README.md +5 -1
- package/dist/cli.js +970 -42
- package/dist/decode-worker.js +1555 -37
- package/package.json +2 -2
package/README.md
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@@ -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 **
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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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| `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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