quantix-mcp 1.0.0

package/src/tools/accounts.ts

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+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { z } from 'zod';
+import { CreateAccountInput, UpdateAccountInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerAccountTools(server: McpServer) {
+  server.registerTool(
+    'create_account',
+    {
+      title: 'Create Account',
+      description: 'Create a new financial account (BANK_ACCOUNT, WALLET, etc.)',
+      inputSchema: CreateAccountInput
+    },
+    async (args) => {
+      const account = await apiClient.post('/accounts', args);
+      return {
+        content: [{ type: 'text', text: `Account created: ${JSON.stringify(account, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_accounts',
+    {
+      title: 'Get Accounts',
+      description: 'List all financial accounts with current balances',
+      inputSchema: z.object({})
+    },
+    async () => {
+      const accounts = await apiClient.get('/accounts');
+      return {
+        content: [{ type: 'text', text: `Accounts: ${JSON.stringify(accounts, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_account',
+    {
+      title: 'Get Account Details',
+      description: 'Get details of a specific account by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      const account = await apiClient.get(`/accounts/${id}`);
+      return {
+        content: [{ type: 'text', text: `Account details: ${JSON.stringify(account, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'update_account',
+    {
+      title: 'Update Account',
+      description: 'Update an existing account',
+      inputSchema: UpdateAccountInput
+    },
+    async ({ id, ...data }) => {
+      const account = await apiClient.patch(`/accounts/${id}`, data);
+      return {
+        content: [{ type: 'text', text: `Account updated: ${JSON.stringify(account, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'delete_account',
+    {
+      title: 'Delete Account',
+      description: 'Delete an account by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      await apiClient.delete(`/accounts/${id}`);
+      return {
+        content: [{ type: 'text', text: `Account deleted successfully (ID: ${id})` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_account_balance',
+    {
+      title: 'Get Account Balance',
+      description: 'Get the current balance for a specific account',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      const balance = await apiClient.get(`/accounts/${id}/balance`);
+      return {
+        content: [{ type: 'text', text: `Account balance: ${JSON.stringify(balance, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_account_transactions',
+    {
+      title: 'Get Account Transactions',
+      description: 'Get all transactions linked to an account',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      const transactions = await apiClient.get(`/accounts/${id}/transactions`);
+      return {
+        content: [{ type: 'text', text: `Account transactions: ${JSON.stringify(transactions, null, 2)}` }]
+      };
+    }
+  );
+}

package/src/tools/categories.ts

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+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { z } from 'zod';
+import { CreateCategoryInput, UpdateCategoryInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerCategoryTools(server: McpServer) {
+  server.registerTool(
+    'create_category',
+    {
+      title: 'Create Category',
+      description: 'Create a new financial category (INCOME or EXPENSE)',
+      inputSchema: CreateCategoryInput
+    },
+    async (args) => {
+      const category = await apiClient.post('/categories', args);
+      return {
+        content: [{ type: 'text', text: `Category created: ${JSON.stringify(category, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_categories',
+    {
+      title: 'Get Categories',
+      description: 'List all financial categories',
+      inputSchema: z.object({})
+    },
+    async () => {
+      const categories = await apiClient.get('/categories');
+      return {
+        content: [{ type: 'text', text: `Categories: ${JSON.stringify(categories, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_category',
+    {
+      title: 'Get Category',
+      description: 'Get a category by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      const category = await apiClient.get(`/categories/${id}`);
+      return {
+        content: [{ type: 'text', text: `Category: ${JSON.stringify(category, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'update_category',
+    {
+      title: 'Update Category',
+      description: 'Update a category',
+      inputSchema: UpdateCategoryInput
+    },
+    async ({ id, ...data }) => {
+      const category = await apiClient.patch(`/categories/${id}`, data);
+      return {
+        content: [{ type: 'text', text: `Category updated: ${JSON.stringify(category, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'delete_category',
+    {
+      title: 'Delete Category',
+      description: 'Delete a category by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      await apiClient.delete(`/categories/${id}`);
+      return {
+        content: [{ type: 'text', text: `Category deleted successfully (ID: ${id})` }]
+      };
+    }
+  );
+}

package/src/tools/credit-cards.ts

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+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { z } from 'zod';
+import { CreateCreditCardInput, UpdateCreditCardInput, PayStatementInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerCreditCardTools(server: McpServer) {
+  server.registerTool(
+    'create_credit_card',
+    {
+      title: 'Create Credit Card',
+      description: 'Create a new credit card account',
+      inputSchema: CreateCreditCardInput
+    },
+    async (args) => {
+      const card = await apiClient.post('/credit-cards', args);
+      return {
+        content: [{ type: 'text', text: `Credit Card created: ${JSON.stringify(card, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_credit_cards',
+    {
+      title: 'Get Credit Cards',
+      description: 'List all credit cards',
+      inputSchema: z.object({})
+    },
+    async () => {
+      const cards = await apiClient.get('/credit-cards');
+      return {
+        content: [{ type: 'text', text: `Credit Cards: ${JSON.stringify(cards, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_credit_card',
+    {
+      title: 'Get Credit Card',
+      description: 'Get a credit card by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      const card = await apiClient.get(`/credit-cards/${id}`);
+      return {
+        content: [{ type: 'text', text: `Credit Card: ${JSON.stringify(card, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'update_credit_card',
+    {
+      title: 'Update Credit Card',
+      description: 'Update a credit card',
+      inputSchema: UpdateCreditCardInput
+    },
+    async ({ id, ...data }) => {
+      const card = await apiClient.patch(`/credit-cards/${id}`, data);
+      return {
+        content: [{ type: 'text', text: `Credit Card updated: ${JSON.stringify(card, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'delete_credit_card',
+    {
+      title: 'Delete Credit Card',
+      description: 'Delete a credit card by ID',
+      inputSchema: z.object({ id: z.string() })
+    },
+    async ({ id }) => {
+      await apiClient.delete(`/credit-cards/${id}`);
+      return {
+        content: [{ type: 'text', text: `Credit Card deleted successfully (ID: ${id})` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_statement',
+    {
+      title: 'Get Statement',
+      description: 'Get credit card statement for a specific month',
+      inputSchema: z.object({
+        id: z.string().describe('Credit Card ID'),
+        month: z.string().describe('Month in YYYY-MM format')
+      })
+    },
+    async ({ id, month }) => {
+      const statement = await apiClient.get(`/credit-cards/${id}/statement?month=${month}`);
+      return {
+        content: [{ type: 'text', text: `Statement: ${JSON.stringify(statement, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'pay_statement',
+    {
+      title: 'Pay Statement',
+      description: 'Mark all transactions in a credit card statement as paid',
+      inputSchema: PayStatementInput
+    },
+    async ({ cardId, month, paymentAccountId }) => {
+      await apiClient.post(`/credit-cards/${cardId}/pay-statement`, { month, paymentAccountId });
+      return {
+        content: [{ type: 'text', text: `Statement for ${month} paid successfully.` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_statement_status',
+    {
+      title: 'Get Statement Status',
+      description: 'Get credit card statement payment status',
+      inputSchema: z.object({
+        id: z.string().describe('Credit Card ID'),
+        month: z.string().describe('Month in YYYY-MM format')
+      })
+    },
+    async ({ id, month }) => {
+      const status = await apiClient.get(`/credit-cards/${id}/statement-status?month=${month}`);
+      return {
+        content: [{ type: 'text', text: `Statement Status: ${JSON.stringify(status, null, 2)}` }]
+      };
+    }
+  );
+}

package/src/tools/settings.ts

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+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { z } from 'zod';
+import { CreateSettingsInput, UpdateSettingsInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerSettingsTools(server: McpServer) {
+  server.registerTool(
+    'create_settings',
+    {
+      title: 'Create Settings',
+      description: 'Create global settings (only if not exists)',
+      inputSchema: CreateSettingsInput
+    },
+    async (args) => {
+      const settings = await apiClient.post('/settings', args);
+      return {
+        content: [{ type: 'text', text: `Settings created: ${JSON.stringify(settings, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_settings',
+    {
+      title: 'Get Settings',
+      description: 'Get global settings',
+      inputSchema: z.object({})
+    },
+    async () => {
+      const settings = await apiClient.get('/settings');
+      return {
+        content: [{ type: 'text', text: `Settings: ${JSON.stringify(settings, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'update_settings',
+    {
+      title: 'Update Settings',
+      description: 'Update global settings',
+      inputSchema: UpdateSettingsInput
+    },
+    async (args) => {
+      const settings = await apiClient.put('/settings', args);
+      return {
+        content: [{ type: 'text', text: `Settings updated: ${JSON.stringify(settings, null, 2)}` }]
+      };
+    }
+  );
+}

package/src/tools/summary.ts

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+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { GetSummaryInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerSummaryTools(server: McpServer) {
+  server.registerTool(
+    'get_summary',
+    {
+      title: 'Get Financial Summary',
+      description: 'Get monthly financial summary including income, expenses, and balance',
+      inputSchema: GetSummaryInput
+    },
+    async ({ month }) => {
+      const summary = await apiClient.get(`/summary?month=${month}`);
+      return {
+        content: [{ type: 'text', text: `Summary for ${month}: ${JSON.stringify(summary, null, 2)}` }]
+      };
+    }
+  );
+}

package/src/tools/transactions.ts

@@ -0,0 +1,118 @@
+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { z } from 'zod';
+import { CreateTransactionInput, GetTransactionsInput, UpdateTransactionInput } from '../types/schemas.js';
+import { apiClient } from '../services/apiClient.js';
+
+export function registerTransactionTools(server: McpServer) {
+  server.registerTool(
+    'create_transaction',
+    {
+      title: 'Create Transaction',
+      description: 'Record a new income or expense',
+      inputSchema: CreateTransactionInput
+    },
+    async (args) => {
+      const transaction = await apiClient.post('/transactions', args);
+      return {
+        content: [{ type: 'text', text: `Transaction created: ${JSON.stringify(transaction, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_transactions',
+    {
+      title: 'Get Transactions',
+      description: 'List transactions for a specific month (optional)',
+      inputSchema: GetTransactionsInput
+    },
+    async ({ month }) => {
+      const url = month ? `/transactions?month=${month}` : '/transactions';
+      const transactions = await apiClient.get(url);
+      return {
+        content: [{ type: 'text', text: `Transactions: ${JSON.stringify(transactions, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'get_transaction',
+    {
+      title: 'Get Transaction',
+      description: 'Get a transaction by ID',
+      inputSchema: z.object({ id: z.string().describe("Transaction ID") })
+    },
+    async ({ id }) => {
+      const transaction = await apiClient.get(`/transactions/${id}`);
+      return {
+        content: [{ type: 'text', text: `Transaction: ${JSON.stringify(transaction, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'update_transaction',
+    {
+      title: 'Update Transaction',
+      description: 'Update a transaction',
+      inputSchema: UpdateTransactionInput
+    },
+    async ({ id, mode, ...data }) => {
+      const url = mode ? `/transactions/${id}?mode=${mode}` : `/transactions/${id}`;
+      const transaction = await apiClient.patch(url, data);
+      return {
+        content: [{ type: 'text', text: `Transaction updated: ${JSON.stringify(transaction, null, 2)}` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'pay_transaction',
+    {
+      title: 'Pay Transaction',
+      description: 'Mark a transaction as paid/received',
+      inputSchema: z.object({ id: z.string().describe("Transaction ID") })
+    },
+    async ({ id }) => {
+      // PATCH /transactions/{id}/pay
+      await apiClient.patch(`/transactions/${id}/pay`);
+      return {
+        content: [{ type: 'text', text: `Transaction ${id} marked as paid.` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'unpay_transaction',
+    {
+      title: 'Unpay Transaction',
+      description: 'Mark a transaction as unpaid',
+      inputSchema: z.object({ id: z.string().describe("Transaction ID") })
+    },
+    async ({ id }) => {
+      await apiClient.patch(`/transactions/${id}/unpay`);
+      return {
+        content: [{ type: 'text', text: `Transaction ${id} marked as unpaid.` }]
+      };
+    }
+  );
+
+  server.registerTool(
+    'delete_transaction',
+    {
+      title: 'Delete Transaction',
+      description: 'Delete a transaction by ID',
+      inputSchema: z.object({
+        id: z.string().describe("Transaction ID"),
+        mode: z.enum(["SINGLE", "PENDING", "ALL"]).default("SINGLE").optional()
+      })
+    },
+    async ({ id, mode }) => {
+      const url = mode ? `/transactions/${id}?mode=${mode}` : `/transactions/${id}`;
+      await apiClient.delete(url);
+      return {
+        content: [{ type: 'text', text: `Transaction ${id} deleted.` }]
+      };
+    }
+  );
+}