quantix-mcp 1.0.0

package/.specify/templates/spec-template.md

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+# Feature Specification: [FEATURE NAME]
+
+**Feature Branch**: `[###-feature-name]`  
+**Created**: [DATE]  
+**Status**: Draft  
+**Input**: User description: "$ARGUMENTS"
+
+## User Scenarios & Testing *(mandatory)*
+
+<!--
+  IMPORTANT: User stories should be PRIORITIZED as user journeys ordered by importance.
+  Each user story/journey must be INDEPENDENTLY TESTABLE - meaning if you implement just ONE of them,
+  you should still have a viable MVP (Minimum Viable Product) that delivers value.
+  
+  Assign priorities (P1, P2, P3, etc.) to each story, where P1 is the most critical.
+  Think of each story as a standalone slice of functionality that can be:
+  - Developed independently
+  - Tested independently
+  - Deployed independently
+  - Demonstrated to users independently
+-->
+
+### User Story 1 - [Brief Title] (Priority: P1)
+
+[Describe this user journey in plain language]
+
+**Why this priority**: [Explain the value and why it has this priority level]
+
+**Independent Test**: [Describe how this can be tested independently - e.g., "Can be fully tested by [specific action] and delivers [specific value]"]
+
+**Acceptance Scenarios**:
+
+1. **Given** [initial state], **When** [action], **Then** [expected outcome]
+2. **Given** [initial state], **When** [action], **Then** [expected outcome]
+
+---
+
+### User Story 2 - [Brief Title] (Priority: P2)
+
+[Describe this user journey in plain language]
+
+**Why this priority**: [Explain the value and why it has this priority level]
+
+**Independent Test**: [Describe how this can be tested independently]
+
+**Acceptance Scenarios**:
+
+1. **Given** [initial state], **When** [action], **Then** [expected outcome]
+
+---
+
+### User Story 3 - [Brief Title] (Priority: P3)
+
+[Describe this user journey in plain language]
+
+**Why this priority**: [Explain the value and why it has this priority level]
+
+**Independent Test**: [Describe how this can be tested independently]
+
+**Acceptance Scenarios**:
+
+1. **Given** [initial state], **When** [action], **Then** [expected outcome]
+
+---
+
+[Add more user stories as needed, each with an assigned priority]
+
+### Edge Cases
+
+<!--
+  ACTION REQUIRED: The content in this section represents placeholders.
+  Fill them out with the right edge cases.
+-->
+
+- What happens when [boundary condition]?
+- How does system handle [error scenario]?
+
+## Requirements *(mandatory)*
+
+<!--
+  ACTION REQUIRED: The content in this section represents placeholders.
+  Fill them out with the right functional requirements.
+-->
+
+### Functional Requirements
+
+- **FR-001**: System MUST [specific capability, e.g., "allow users to create accounts"]
+- **FR-002**: System MUST [specific capability, e.g., "validate email addresses"]  
+- **FR-003**: Users MUST be able to [key interaction, e.g., "reset their password"]
+- **FR-004**: System MUST [data requirement, e.g., "persist user preferences"]
+- **FR-005**: System MUST [behavior, e.g., "log all security events"]
+
+*Example of marking unclear requirements:*
+
+- **FR-006**: System MUST authenticate users via [NEEDS CLARIFICATION: auth method not specified - email/password, SSO, OAuth?]
+- **FR-007**: System MUST retain user data for [NEEDS CLARIFICATION: retention period not specified]
+
+### Key Entities *(include if feature involves data)*
+
+- **[Entity 1]**: [What it represents, key attributes without implementation]
+- **[Entity 2]**: [What it represents, relationships to other entities]
+
+## Success Criteria *(mandatory)*
+
+<!--
+  ACTION REQUIRED: Define measurable success criteria.
+  These must be technology-agnostic and measurable.
+-->
+
+### Measurable Outcomes
+
+- **SC-001**: [Measurable metric, e.g., "Users can complete account creation in under 2 minutes"]
+- **SC-002**: [Measurable metric, e.g., "System handles 1000 concurrent users without degradation"]
+- **SC-003**: [User satisfaction metric, e.g., "90% of users successfully complete primary task on first attempt"]
+- **SC-004**: [Business metric, e.g., "Reduce support tickets related to [X] by 50%"]

package/.specify/templates/tasks-template.md

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+---
+
+description: "Task list template for feature implementation"
+---
+
+# Tasks: [FEATURE NAME]
+
+**Input**: Design documents from `/specs/[###-feature-name]/`
+**Prerequisites**: plan.md (required), spec.md (required for user stories), research.md, data-model.md, contracts/
+
+**Tests**: The examples below include test tasks. Tests are OPTIONAL - only include them if explicitly requested in the feature specification.
+
+**Organization**: Tasks are grouped by user story to enable independent implementation and testing of each story.
+
+## Format: `[ID] [P?] [Story] Description`
+
+- **[P]**: Can run in parallel (different files, no dependencies)
+- **[Story]**: Which user story this task belongs to (e.g., US1, US2, US3)
+- Include exact file paths in descriptions
+
+## Path Conventions
+
+- **Single project**: `src/`, `tests/` at repository root
+- **Web app**: `backend/src/`, `frontend/src/`
+- **Mobile**: `api/src/`, `ios/src/` or `android/src/`
+- Paths shown below assume single project - adjust based on plan.md structure
+
+<!-- 
+  ============================================================================
+  IMPORTANT: The tasks below are SAMPLE TASKS for illustration purposes only.
+  
+  The /speckit.tasks command MUST replace these with actual tasks based on:
+  - User stories from spec.md (with their priorities P1, P2, P3...)
+  - Feature requirements from plan.md
+  - Entities from data-model.md
+  - Endpoints from contracts/
+  
+  Tasks MUST be organized by user story so each story can be:
+  - Implemented independently
+  - Tested independently
+  - Delivered as an MVP increment
+  
+  DO NOT keep these sample tasks in the generated tasks.md file.
+  ============================================================================
+-->
+
+## Phase 1: Setup (Shared Infrastructure)
+
+**Purpose**: Project initialization and basic structure
+
+- [ ] T001 Create project structure per implementation plan
+- [ ] T002 Initialize [language] project with [framework] dependencies
+- [ ] T003 [P] Configure linting and formatting tools
+
+---
+
+## Phase 2: Foundational (Blocking Prerequisites)
+
+**Purpose**: Core infrastructure that MUST be complete before ANY user story can be implemented
+
+**⚠️ CRITICAL**: No user story work can begin until this phase is complete
+
+Examples of foundational tasks (adjust based on your project):
+
+- [ ] T004 Setup database schema and migrations framework
+- [ ] T005 [P] Implement authentication/authorization framework
+- [ ] T006 [P] Setup API routing and middleware structure
+- [ ] T007 Create base models/entities that all stories depend on
+- [ ] T008 Configure error handling and logging infrastructure
+- [ ] T009 Setup environment configuration management
+
+**Checkpoint**: Foundation ready - user story implementation can now begin in parallel
+
+---
+
+## Phase 3: User Story 1 - [Title] (Priority: P1) 🎯 MVP
+
+**Goal**: [Brief description of what this story delivers]
+
+**Independent Test**: [How to verify this story works on its own]
+
+### Tests for User Story 1 (OPTIONAL - only if tests requested) ⚠️
+
+> **NOTE: Write these tests FIRST, ensure they FAIL before implementation**
+
+- [ ] T010 [P] [US1] Contract test for [endpoint] in tests/contract/test_[name].py
+- [ ] T011 [P] [US1] Integration test for [user journey] in tests/integration/test_[name].py
+
+### Implementation for User Story 1
+
+- [ ] T012 [P] [US1] Create [Entity1] model in src/models/[entity1].py
+- [ ] T013 [P] [US1] Create [Entity2] model in src/models/[entity2].py
+- [ ] T014 [US1] Implement [Service] in src/services/[service].py (depends on T012, T013)
+- [ ] T015 [US1] Implement [endpoint/feature] in src/[location]/[file].py
+- [ ] T016 [US1] Add validation and error handling
+- [ ] T017 [US1] Add logging for user story 1 operations
+
+**Checkpoint**: At this point, User Story 1 should be fully functional and testable independently
+
+---
+
+## Phase 4: User Story 2 - [Title] (Priority: P2)
+
+**Goal**: [Brief description of what this story delivers]
+
+**Independent Test**: [How to verify this story works on its own]
+
+### Tests for User Story 2 (OPTIONAL - only if tests requested) ⚠️
+
+- [ ] T018 [P] [US2] Contract test for [endpoint] in tests/contract/test_[name].py
+- [ ] T019 [P] [US2] Integration test for [user journey] in tests/integration/test_[name].py
+
+### Implementation for User Story 2
+
+- [ ] T020 [P] [US2] Create [Entity] model in src/models/[entity].py
+- [ ] T021 [US2] Implement [Service] in src/services/[service].py
+- [ ] T022 [US2] Implement [endpoint/feature] in src/[location]/[file].py
+- [ ] T023 [US2] Integrate with User Story 1 components (if needed)
+
+**Checkpoint**: At this point, User Stories 1 AND 2 should both work independently
+
+---
+
+## Phase 5: User Story 3 - [Title] (Priority: P3)
+
+**Goal**: [Brief description of what this story delivers]
+
+**Independent Test**: [How to verify this story works on its own]
+
+### Tests for User Story 3 (OPTIONAL - only if tests requested) ⚠️
+
+- [ ] T024 [P] [US3] Contract test for [endpoint] in tests/contract/test_[name].py
+- [ ] T025 [P] [US3] Integration test for [user journey] in tests/integration/test_[name].py
+
+### Implementation for User Story 3
+
+- [ ] T026 [P] [US3] Create [Entity] model in src/models/[entity].py
+- [ ] T027 [US3] Implement [Service] in src/services/[service].py
+- [ ] T028 [US3] Implement [endpoint/feature] in src/[location]/[file].py
+
+**Checkpoint**: All user stories should now be independently functional
+
+---
+
+[Add more user story phases as needed, following the same pattern]
+
+---
+
+## Phase N: Polish & Cross-Cutting Concerns
+
+**Purpose**: Improvements that affect multiple user stories
+
+- [ ] TXXX [P] Documentation updates in docs/
+- [ ] TXXX Code cleanup and refactoring
+- [ ] TXXX Performance optimization across all stories
+- [ ] TXXX [P] Additional unit tests (if requested) in tests/unit/
+- [ ] TXXX Security hardening
+- [ ] TXXX Run quickstart.md validation
+
+---
+
+## Dependencies & Execution Order
+
+### Phase Dependencies
+
+- **Setup (Phase 1)**: No dependencies - can start immediately
+- **Foundational (Phase 2)**: Depends on Setup completion - BLOCKS all user stories
+- **User Stories (Phase 3+)**: All depend on Foundational phase completion
+  - User stories can then proceed in parallel (if staffed)
+  - Or sequentially in priority order (P1 → P2 → P3)
+- **Polish (Final Phase)**: Depends on all desired user stories being complete
+
+### User Story Dependencies
+
+- **User Story 1 (P1)**: Can start after Foundational (Phase 2) - No dependencies on other stories
+- **User Story 2 (P2)**: Can start after Foundational (Phase 2) - May integrate with US1 but should be independently testable
+- **User Story 3 (P3)**: Can start after Foundational (Phase 2) - May integrate with US1/US2 but should be independently testable
+
+### Within Each User Story
+
+- Tests (if included) MUST be written and FAIL before implementation
+- Models before services
+- Services before endpoints
+- Core implementation before integration
+- Story complete before moving to next priority
+
+### Parallel Opportunities
+
+- All Setup tasks marked [P] can run in parallel
+- All Foundational tasks marked [P] can run in parallel (within Phase 2)
+- Once Foundational phase completes, all user stories can start in parallel (if team capacity allows)
+- All tests for a user story marked [P] can run in parallel
+- Models within a story marked [P] can run in parallel
+- Different user stories can be worked on in parallel by different team members
+
+---
+
+## Parallel Example: User Story 1
+
+```bash
+# Launch all tests for User Story 1 together (if tests requested):
+Task: "Contract test for [endpoint] in tests/contract/test_[name].py"
+Task: "Integration test for [user journey] in tests/integration/test_[name].py"
+
+# Launch all models for User Story 1 together:
+Task: "Create [Entity1] model in src/models/[entity1].py"
+Task: "Create [Entity2] model in src/models/[entity2].py"
+```
+
+---
+
+## Implementation Strategy
+
+### MVP First (User Story 1 Only)
+
+1. Complete Phase 1: Setup
+2. Complete Phase 2: Foundational (CRITICAL - blocks all stories)
+3. Complete Phase 3: User Story 1
+4. **STOP and VALIDATE**: Test User Story 1 independently
+5. Deploy/demo if ready
+
+### Incremental Delivery
+
+1. Complete Setup + Foundational → Foundation ready
+2. Add User Story 1 → Test independently → Deploy/Demo (MVP!)
+3. Add User Story 2 → Test independently → Deploy/Demo
+4. Add User Story 3 → Test independently → Deploy/Demo
+5. Each story adds value without breaking previous stories
+
+### Parallel Team Strategy
+
+With multiple developers:
+
+1. Team completes Setup + Foundational together
+2. Once Foundational is done:
+   - Developer A: User Story 1
+   - Developer B: User Story 2
+   - Developer C: User Story 3
+3. Stories complete and integrate independently
+
+---
+
+## Notes
+
+- [P] tasks = different files, no dependencies
+- [Story] label maps task to specific user story for traceability
+- Each user story should be independently completable and testable
+- Verify tests fail before implementing
+- Commit after each task or logical group
+- Stop at any checkpoint to validate story independently
+- Avoid: vague tasks, same file conflicts, cross-story dependencies that break independence

package/.vscode/launch.json

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+{
+  "version": "0.2.0",
+  "configurations": [
+    {
+      "type": "node",
+      "request": "launch",
+      "name": "Launch Program",
+      "skipFiles": ["<node_internals>/**"],
+      "program": "${workspaceFolder}/src/index.ts",
+      "preLaunchTask": "build",
+      "outFiles": ["${workspaceFolder}/dist/**/*.js"]
+    }
+  ]
+}

package/.vscode/settings.json

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+{
+    "chat.promptFilesRecommendations": {
+        "speckit.constitution": true,
+        "speckit.specify": true,
+        "speckit.plan": true,
+        "speckit.tasks": true,
+        "speckit.implement": true
+    },
+    "chat.tools.terminal.autoApprove": {
+        ".specify/scripts/bash/": true,
+        ".specify/scripts/powershell/": true
+    }
+}
+

package/.vscode/tasks.json

@@ -0,0 +1,15 @@
+{
+	"version": "2.0.0",
+	"tasks": [
+		{
+			"label": "build",
+			"type": "shell",
+			"command": "npm run build",
+			"isBackground": false,
+			"problemMatcher": [
+				"$tsc"
+			],
+			"group": "build"
+		}
+	]
+}

package/README.md

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+
+# Quantix Personal Finance MCP Server
+
+MCP (Model Context Protocol) server for the Quantix Personal Finance API. Exposes all endpoints for categories, credit cards, transactions, and summaries as MCP tools, with full input validation and modular architecture.
+
+## Features
+
+- **Accounts**: Manage bank accounts, wallets, and investments.
+- **Categories**: Create, list, update, and delete financial categories.
+- **Credit Cards**: Manage cards, view/pay statements, and track statement status.
+- **Transactions**: Full CRUD for transactions including recurring payments and installment handling.
+- **Details**: Mark transactions as paid/unpaid.
+- **Settings**: Manage global user preferences (currency, language, etc.).
+- **Summary**: Get monthly financial summaries.
+
+All tool inputs are validated using [Zod](https://zod.dev/) schemas matching the OpenAPI spec.
+
+## Prerequisites
+
+- Node.js (v18 or higher)
+- npm
+- Access to Quantix API and API Key
+
+## Installation
+
+1. Clone or navigate to the project repository.
+2. Install dependencies:
+
+   ```bash
+   npm install
+   ```
+
+## Configuration
+
+Create a `.env` file in the project root:
+
+```env
+QUANTIX_API_URL=https://api.quantix.example.com
+QUANTIX_API_KEY=your_api_key_here
+MCPPORT=3001
+```
+
+## Building the Project
+
+Compile the TypeScript code to JavaScript:
+
+```bash
+npm run build
+```
+
+The compiled output will be in the `dist` directory.
+
+## Usage
+
+### Development
+
+Run the server in development mode (with hot reload):
+
+```bash
+npm run dev
+```
+
+### Production
+
+```bash
+npm start
+```
+
+### MCP Inspector (Recommended for Testing)
+
+1. Build the project:
+   ```bash
+   npm run build
+   ```
+2. Run the inspector:
+   ```bash
+   npx @modelcontextprotocol/inspector node dist/index.js
+   ```
+3. Open the provided URL to interact with your server.
+
+## Exposed MCP Tools
+
+| Category | Tool Name | Description |
+|----------|-----------|-------------|
+| **Accounts** | `create_account` | Create a new financial account |
+| | `get_accounts` | List all accounts with balances |
+| | `get_account` | Get details of a specific account |
+| | `update_account` | Update an existing account |
+| | `delete_account` | Delete an account |
+| | `get_account_balance` | Get current balance for an account |
+| | `get_account_transactions` | Get transactions linked to an account |
+| **Categories** | `create_category` | Create a new financial category |
+| | `get_categories` | List all categories |
+| | `get_category` | Get a category by ID |
+| | `update_category` | Update a category |
+| | `delete_category` | Delete a category |
+| **Credit Cards** | `create_credit_card` | Create a new credit card |
+| | `get_credit_cards` | List all credit cards |
+| | `get_credit_card` | Get a credit card by ID |
+| | `update_credit_card` | Update a credit card |
+| | `delete_credit_card` | Delete a credit card |
+| | `get_statement` | Get statement for a specific month |
+| | `get_statement_status` | Get payment status of a statement |
+| | `pay_statement` | Mark statement transactions as paid |
+| **Transactions** | `create_transaction` | Record a new transaction |
+| | `get_transactions` | List transactions (optional month filter) |
+| | `get_transaction` | Get transaction details |
+| | `update_transaction` | Update transaction (supports recurring) |
+| | `pay_transaction` | Mark transaction as paid |
+| | `unpay_transaction` | Mark transaction as unpaid |
+| | `delete_transaction` | Delete transaction (supports recurring) |
+| **Settings** | `create_settings` | Create global user settings |
+| | `get_settings` | Get global settings |
+| | `update_settings` | Update global settings |
+| **Summary** | `get_summary` | Get monthly financial summary |
+
+See the OpenAPI spec in `specs/001-mcp-api-integration/contracts/openapi.yaml` for detailed schemas.
+
+## Setup with Claude Desktop
+
+1. Locate your Claude Desktop configuration file:
+   - macOS: `~/Library/Application Support/Claude/claude_desktop_config.json`
+   - Windows: `%APPDATA%\Claude\claude_desktop_config.json`
+2. Add the server configuration:
+
+   ```json
+   {
+     "mcpServers": {
+       "quantix": {
+         "command": "node",
+         "args": ["/absolute/path/to/dist/index.js"],
+         "env": {
+           "QUANTIX_API_URL": "https://api.quantix.example.com",
+           "QUANTIX_API_KEY": "your_api_key_here"
+         }
+       }
+     }
+   }
+   ```
+
+## Testing
+
+Run all tests:
+
+```bash
+npm test
+```
+
+## License
+
+ISC

package/dist/config.d.ts

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+import 'dotenv/config';
+export declare const config: {
+    QUANTIX_API_URL: string;
+    QUANTIX_API_KEY: string;
+    MCPPORT: string;
+    NODE_ENV: "development" | "production" | "test";
+};
+//# sourceMappingURL=config.d.ts.map

package/dist/config.d.ts.map

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package/dist/config.js

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+import 'dotenv/config';
+import * as z from 'zod';
+const envSchema = z.object({
+    QUANTIX_API_URL: z.string().default('https://api.quantix.example.com'),
+    QUANTIX_API_KEY: z.string().min(1, "QUANTIX_API_KEY is required"),
+    MCPPORT: z.string().optional().default('3001'),
+    NODE_ENV: z.enum(['development', 'production', 'test']).default('development'),
+});
+const processEnv = {
+    QUANTIX_API_URL: process.env.QUANTIX_API_URL,
+    QUANTIX_API_KEY: process.env.QUANTIX_API_KEY,
+    MCPPORT: process.env.MCPPORT,
+    NODE_ENV: process.env.NODE_ENV,
+};
+// Parse and validate environment variables
+const parsedEnv = envSchema.safeParse(processEnv);
+if (!parsedEnv.success) {
+    console.error("❌ Invalid environment variables:", parsedEnv.error.format());
+    // In a real app, we might want to throw here, but for now we'll just log
+    // and let the application fail when it tries to use the missing keys if essential
+    if (process.env.NODE_ENV !== 'test') {
+        // Allow tests to run without all env vars if they mock config
+    }
+}
+export const config = parsedEnv.success ? parsedEnv.data : {
+    QUANTIX_API_URL: process.env.QUANTIX_API_URL || 'https://api.quantix.example.com',
+    QUANTIX_API_KEY: process.env.QUANTIX_API_KEY || 'your_api_key_here',
+    MCPPORT: process.env.MCPPORT || '3001',
+    NODE_ENV: process.env.NODE_ENV || 'development'
+};
+//# sourceMappingURL=config.js.map

package/dist/config.js.map

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package/dist/index.d.ts

@@ -0,0 +1,6 @@
+#!/usr/bin/env node
+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+export declare function getServer(): McpServer;
+declare const app: import("express-serve-static-core").Express;
+export { app };
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA,OAAO,EAAE,SAAS,EAAE,MAAM,yCAAyC,CAAC;AAapE,wBAAgB,SAAS,cAiBxB;AAED,QAAA,MAAM,GAAG,6CAAY,CAAC;AA0BtB,OAAO,EAAE,GAAG,EAAE,CAAC"}

package/dist/index.js

@@ -0,0 +1,48 @@
+#!/usr/bin/env node
+import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
+import { StreamableHTTPServerTransport } from '@modelcontextprotocol/sdk/server/streamableHttp.js';
+import express, {} from 'express';
+import { config } from './config.js';
+import { z } from 'zod';
+import { registerCategoryTools } from './tools/categories.js';
+import { registerCreditCardTools } from './tools/credit-cards.js';
+import { registerTransactionTools } from './tools/transactions.js';
+import { registerSummaryTools } from './tools/summary.js';
+import { registerAccountTools } from './tools/accounts.js';
+import { registerSettingsTools } from './tools/settings.js';
+export function getServer() {
+    const mcpServer = new McpServer({
+        name: 'quantix_mcp_server',
+        version: '1.0.0'
+    });
+    console.log('McpServer started');
+    // Register Tools here
+    registerCategoryTools(mcpServer);
+    registerCreditCardTools(mcpServer);
+    registerTransactionTools(mcpServer);
+    registerSummaryTools(mcpServer);
+    registerAccountTools(mcpServer);
+    registerSettingsTools(mcpServer);
+    return mcpServer;
+}
+const app = express();
+app.use(express.json());
+app.post('/mcp', async (req, res) => {
+    const mcpServer = getServer();
+    const transport = new StreamableHTTPServerTransport({});
+    const mcpTransport = transport;
+    res.on('close', () => {
+        transport.close();
+        mcpServer.close();
+    });
+    await mcpServer.connect(mcpTransport);
+    await transport.handleRequest(req, res, req.body);
+});
+if (config.NODE_ENV !== 'test') {
+    const MCPPORT = config.MCPPORT;
+    app.listen(MCPPORT, () => {
+        console.log(`MCP server is running on http://localhost:${MCPPORT}/mcp`);
+    });
+}
+export { app };
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

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