moneymanager-mcp 0.2.0__tar.gz

moneymanager_mcp-0.2.0/.github/workflows/ci.yml

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+name: CI
+
+on:
+  push:
+  pull_request:
+
+jobs:
+  lint:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: '3.12'
+          cache: pip
+      - run: |
+          python -m pip install 'mcp>=1.2' 'moneymanager-parser>=0.2' build mypy pytest pytest-cov ruff
+          python -m pip install --no-deps -e .
+      - run: ruff check .
+      - run: ruff format --check .
+  typecheck:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: '3.12'
+          cache: pip
+      - run: |
+          python -m pip install 'mcp>=1.2' 'moneymanager-parser>=0.2' build mypy pytest pytest-cov ruff
+          python -m pip install --no-deps -e .
+      - run: mypy src
+  test:
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        python-version: ['3.10', '3.11', '3.12', '3.13']
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: ${{ matrix.python-version }}
+          cache: pip
+      - run: |
+          python -m pip install 'mcp>=1.2' 'moneymanager-parser>=0.2' build mypy pytest pytest-cov ruff
+          python -m pip install --no-deps -e .
+      - run: pytest --cov --cov-report=term-missing --cov-report=xml
+      - name: Coverage summary
+        run: |
+          python - <<'PY' >> "$GITHUB_STEP_SUMMARY"
+          import xml.etree.ElementTree as ET
+          root = ET.parse('coverage.xml').getroot()
+          print(f"Coverage: {float(root.attrib['line-rate']) * 100:.2f}%")
+          PY
+      - uses: actions/upload-artifact@v4
+        with:
+          name: coverage-${{ matrix.python-version }}
+          path: coverage.xml

moneymanager_mcp-0.2.0/.github/workflows/release.yml

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+# One-time PyPI setup before the first tag:
+# create a PyPI project or pending publisher for shubham1172/moneymanager-mcp,
+# workflow release.yml, environment pypi, package moneymanager-mcp.
+name: Release
+
+on:
+  push:
+    tags:
+      - 'v*'
+
+permissions:
+  contents: read
+  id-token: write
+
+jobs:
+  build-and-publish:
+    runs-on: ubuntu-latest
+    environment: pypi
+    steps:
+      - uses: actions/checkout@v4
+      - uses: actions/setup-python@v5
+        with:
+          python-version: '3.12'
+          cache: pip
+      - run: python -m pip install build
+      - run: python -m build
+      - uses: pypa/gh-action-pypi-publish@release/v1

moneymanager_mcp-0.2.0/.gitignore

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+.venv/
+__pycache__/
+*.py[cod]
+build/
+dist/
+*.egg-info/
+.pytest_cache/
+.mypy_cache/
+.ruff_cache/
+.coverage
+htmlcov/
+coverage.xml
+*.mmbak
+*.sqlite
+*.db

moneymanager_mcp-0.2.0/CHANGELOG.md

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+# Changelog
+
+All notable changes to this project are documented here.
+
+## [Unreleased]
+
+## [0.2.0] - 2026-06-01
+
+### Added
+- `accounts` tool exposing account names and balances.
+- `currency` tool exposing the main currency and all declared currencies.
+
+### Changed
+- Require `moneymanager-parser>=0.2`.
+- CI installs the published parser instead of a local stub.
+
+### Removed
+- `summary` tool, following its removal from `moneymanager-parser`.
+
+## [0.1.0] - 2026-01-01
+
+### Added
+- Initial MCP stdio server exposing summary, query, schema, and category tools.

moneymanager_mcp-0.2.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 Shubham Sharma
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

moneymanager_mcp-0.2.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: moneymanager-mcp
+Version: 0.2.0
+Summary: MCP stdio server for Realbyte Money Manager .mmbak backups.
+Project-URL: Homepage, https://github.com/shubham1172/moneymanager-mcp
+Project-URL: Repository, https://github.com/shubham1172/moneymanager-mcp
+Project-URL: Issues, https://github.com/shubham1172/moneymanager-mcp/issues
+Author-email: Shubham Sharma <shubhamsharma1172@gmail.com>
+License-Expression: MIT
+License-File: LICENSE
+Keywords: finance,mcp,mmbak,money-manager,realbyte
+Classifier: Development Status :: 3 - Alpha
+Classifier: Intended Audience :: Developers
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Classifier: Typing :: Typed
+Requires-Python: >=3.10
+Requires-Dist: mcp>=1.2
+Requires-Dist: moneymanager-parser>=0.2
+Provides-Extra: dev
+Requires-Dist: build>=1.2; extra == 'dev'
+Requires-Dist: mypy>=1.10; extra == 'dev'
+Requires-Dist: pytest-cov>=5.0; extra == 'dev'
+Requires-Dist: pytest>=8.2; extra == 'dev'
+Requires-Dist: ruff>=0.5; extra == 'dev'
+Description-Content-Type: text/markdown
+
+# moneymanager-mcp
+
+[![CI](https://github.com/shubham1172/moneymanager-mcp/actions/workflows/ci.yml/badge.svg)](https://github.com/shubham1172/moneymanager-mcp/actions/workflows/ci.yml)
+![PyPI](https://img.shields.io/badge/PyPI-unpublished-lightgrey)
+
+MCP stdio server for querying Realbyte Money Manager `.mmbak` exports with AI clients.
+
+The server reads a local `.mmbak` file, which is a ZIP-wrapped SQLite database, through the
+`moneymanager-parser` SDK. It exposes tools for filtered queries, schema inspection, category
+listing, accounts (names and balances), and currencies.
+
+## Install
+
+```bash
+pip install moneymanager-mcp
+```
+
+## Run
+
+Point the server at a backup file with `MONEY_BACKUP` or pass `backup_path` to each tool:
+
+```bash
+export MONEY_BACKUP=/path/to/backup.mmbak
+moneymanager-mcp
+```
+
+Tools:
+
+- `query(backup_path=None, date_from=None, date_to=None, month=None, category=None, search=None, kind="expense", group_by=None, top=None, list_n=None, limit=24)`
+- `schema(backup_path=None)`
+- `list_categories(backup_path=None)`
+- `accounts(backup_path=None)`
+- `currency(backup_path=None)`
+
+Invalid or missing backups return a JSON error payload instead of crashing the server.
+
+## Client configuration
+
+Claude Desktop example:
+
+```json
+{
+  "mcpServers": {
+    "money-manager": {
+      "command": "moneymanager-mcp",
+      "env": {
+        "MONEY_BACKUP": "/path/to/backup.mmbak"
+      }
+    }
+  }
+}
+```
+
+Generic stdio example:
+
+```json
+{
+  "command": "moneymanager-mcp",
+  "args": [],
+  "env": {"MONEY_BACKUP": "/path/to/backup.mmbak"}
+}
+```
+
+## Development
+
+```bash
+python3 -m venv .venv
+. .venv/bin/activate
+pip install -e '.[dev]'
+ruff check .
+ruff format --check .
+mypy src
+pytest --cov
+```
+
+## Contributing
+
+Issues and pull requests are welcome. Please use generated sample backups in tests rather than
+personal exports.
+
+## License
+
+MIT © 2026 Shubham Sharma

moneymanager_mcp-0.2.0/README.md

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+# moneymanager-mcp
+
+[![CI](https://github.com/shubham1172/moneymanager-mcp/actions/workflows/ci.yml/badge.svg)](https://github.com/shubham1172/moneymanager-mcp/actions/workflows/ci.yml)
+![PyPI](https://img.shields.io/badge/PyPI-unpublished-lightgrey)
+
+MCP stdio server for querying Realbyte Money Manager `.mmbak` exports with AI clients.
+
+The server reads a local `.mmbak` file, which is a ZIP-wrapped SQLite database, through the
+`moneymanager-parser` SDK. It exposes tools for filtered queries, schema inspection, category
+listing, accounts (names and balances), and currencies.
+
+## Install
+
+```bash
+pip install moneymanager-mcp
+```
+
+## Run
+
+Point the server at a backup file with `MONEY_BACKUP` or pass `backup_path` to each tool:
+
+```bash
+export MONEY_BACKUP=/path/to/backup.mmbak
+moneymanager-mcp
+```
+
+Tools:
+
+- `query(backup_path=None, date_from=None, date_to=None, month=None, category=None, search=None, kind="expense", group_by=None, top=None, list_n=None, limit=24)`
+- `schema(backup_path=None)`
+- `list_categories(backup_path=None)`
+- `accounts(backup_path=None)`
+- `currency(backup_path=None)`
+
+Invalid or missing backups return a JSON error payload instead of crashing the server.
+
+## Client configuration
+
+Claude Desktop example:
+
+```json
+{
+  "mcpServers": {
+    "money-manager": {
+      "command": "moneymanager-mcp",
+      "env": {
+        "MONEY_BACKUP": "/path/to/backup.mmbak"
+      }
+    }
+  }
+}
+```
+
+Generic stdio example:
+
+```json
+{
+  "command": "moneymanager-mcp",
+  "args": [],
+  "env": {"MONEY_BACKUP": "/path/to/backup.mmbak"}
+}
+```
+
+## Development
+
+```bash
+python3 -m venv .venv
+. .venv/bin/activate
+pip install -e '.[dev]'
+ruff check .
+ruff format --check .
+mypy src
+pytest --cov
+```
+
+## Contributing
+
+Issues and pull requests are welcome. Please use generated sample backups in tests rather than
+personal exports.
+
+## License
+
+MIT © 2026 Shubham Sharma

moneymanager_mcp-0.2.0/pyproject.toml

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+[build-system]
+requires = ["hatchling>=1.25"]
+build-backend = "hatchling.build"
+
+[project]
+name = "moneymanager-mcp"
+dynamic = ["version"]
+description = "MCP stdio server for Realbyte Money Manager .mmbak backups."
+readme = "README.md"
+requires-python = ">=3.10"
+license = "MIT"
+license-files = ["LICENSE"]
+authors = [{ name = "Shubham Sharma", email = "shubhamsharma1172@gmail.com" }]
+keywords = ["mcp", "money-manager", "realbyte", "mmbak", "finance"]
+classifiers = [
+  "Development Status :: 3 - Alpha",
+  "Intended Audience :: Developers",
+  "License :: OSI Approved :: MIT License",
+  "Programming Language :: Python :: 3",
+  "Programming Language :: Python :: 3.10",
+  "Programming Language :: Python :: 3.11",
+  "Programming Language :: Python :: 3.12",
+  "Programming Language :: Python :: 3.13",
+  "Typing :: Typed",
+]
+dependencies = ["mcp>=1.2", "moneymanager-parser>=0.2"]
+
+[project.urls]
+Homepage = "https://github.com/shubham1172/moneymanager-mcp"
+Repository = "https://github.com/shubham1172/moneymanager-mcp"
+Issues = "https://github.com/shubham1172/moneymanager-mcp/issues"
+
+[project.scripts]
+moneymanager-mcp = "moneymanager_mcp.server:main"
+
+[project.optional-dependencies]
+dev = ["build>=1.2", "mypy>=1.10", "pytest>=8.2", "pytest-cov>=5.0", "ruff>=0.5"]
+
+[tool.hatch.version]
+path = "src/moneymanager_mcp/__init__.py"
+
+[tool.ruff]
+line-length = 100
+target-version = "py310"
+
+[tool.ruff.lint]
+select = ["E", "F", "I", "UP", "B"]
+ignore = ["E501"]
+
+[tool.mypy]
+python_version = "3.10"
+strict = true
+mypy_path = "src"
+
+[tool.pytest.ini_options]
+addopts = "-ra"
+testpaths = ["tests"]
+
+[tool.coverage.run]
+branch = true
+source = ["moneymanager_mcp"]
+
+[tool.coverage.report]
+show_missing = true
+fail_under = 90

moneymanager_mcp-0.2.0/src/moneymanager_mcp/__init__.py

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+"""MCP server for Money Manager backups."""
+
+__version__ = "0.2.0"

moneymanager_mcp-0.2.0/src/moneymanager_mcp/server.py

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+"""FastMCP stdio server for Realbyte Money Manager backups."""
+
+from __future__ import annotations
+
+import os
+from collections.abc import Callable, Sequence
+from pathlib import Path
+from typing import Any, Literal, TypeVar
+
+from mcp.server.fastmcp import FastMCP
+from moneymanager_parser import Currency, MoneyManagerBackup
+
+Json = dict[str, Any]
+Kind = Literal["expense", "income", "all"]
+Group = Literal["month", "category", "day", "week"]
+T = TypeVar("T")
+
+mcp = FastMCP("moneymanager")
+
+
+def _currency_dict(item: Currency) -> Json:
+    return {
+        "iso": item.iso,
+        "symbol": item.symbol,
+        "name": item.name,
+        "is_main": item.is_main,
+    }
+
+
+def _resolve_backup(path: str | None = None) -> Path:
+    value = path or os.environ.get("MONEY_BACKUP")
+    if not value:
+        raise ValueError("backup path is required; pass backup_path or set MONEY_BACKUP")
+    backup = Path(value).expanduser()
+    if not backup.exists():
+        raise FileNotFoundError(f"backup not found: {backup}")
+    return backup
+
+
+def _with_backup(path: str | None, func: Callable[[MoneyManagerBackup], T]) -> T | Json:
+    try:
+        with MoneyManagerBackup.from_file(_resolve_backup(path)) as backup:
+            return func(backup)
+    except Exception as exc:  # noqa: BLE001
+        return {"status": "error", "reason": str(exc)}
+
+
+@mcp.tool()
+def accounts(backup_path: str | None = None) -> Json:
+    """Return accounts with names and balances from a Money Manager backup.
+
+    Balances come from the backup's balance column when present, otherwise they
+    are derived from transactions (income adds, expense subtracts, transfers move
+    to the destination account) as raw sums without currency conversion.
+    """
+
+    def run(backup: MoneyManagerBackup) -> Json:
+        return {
+            "status": "ok",
+            "accounts": [{"name": a.name, "balance": a.balance} for a in backup.accounts()],
+        }
+
+    return _with_backup(backup_path, run)
+
+
+@mcp.tool()
+def currency(backup_path: str | None = None) -> Json:
+    """Return the main currency and all currencies declared in the backup."""
+
+    def run(backup: MoneyManagerBackup) -> Json:
+        main = backup.currency()
+        return {
+            "status": "ok",
+            "main": _currency_dict(main) if main else None,
+            "all": [_currency_dict(c) for c in backup.currencies()],
+        }
+
+    return _with_backup(backup_path, run)
+
+
+@mcp.tool()
+def query(
+    backup_path: str | None = None,
+    date_from: str | None = None,
+    date_to: str | None = None,
+    month: str | None = None,
+    category: str | None = None,
+    search: str | None = None,
+    kind: Kind = "expense",
+    group_by: Group | None = None,
+    top: int | None = None,
+    list_n: int | None = None,
+    limit: int = 24,
+) -> Json:
+    """Run a filtered full-history query over a Money Manager backup."""
+
+    def run(backup: MoneyManagerBackup) -> Json:
+        return backup.query(
+            date_from=date_from,
+            date_to=date_to,
+            month=month,
+            category=category,
+            search=search,
+            kind=kind,
+            group_by=group_by,
+            top=top,
+            list_n=list_n,
+            limit=limit,
+        ).as_dict()
+
+    result = _with_backup(backup_path, run)
+    return result
+
+
+@mcp.tool()
+def schema(backup_path: str | None = None) -> Json:
+    """Return resolved tables, columns, and transaction type counts."""
+    result = _with_backup(backup_path, lambda backup: backup.schema())
+    return result
+
+
+@mcp.tool()
+def list_categories(backup_path: str | None = None) -> Json:
+    """Return category names found in the backup."""
+    result = _with_backup(
+        backup_path, lambda backup: {"status": "ok", "categories": backup.categories()}
+    )
+    return result
+
+
+def main(_argv: Sequence[str] | None = None) -> int:
+    mcp.run(transport="stdio")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())

moneymanager_mcp-0.2.0/tests/test_server.py

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+from __future__ import annotations
+
+import sqlite3
+import zipfile
+from pathlib import Path
+
+import pytest
+
+from moneymanager_mcp import __version__
+from moneymanager_mcp.server import (
+    _resolve_backup,
+    accounts,
+    currency,
+    list_categories,
+    main,
+    mcp,
+    query,
+    schema,
+)
+
+
+def _backup(path: Path) -> Path:
+    db = path / "sample.sqlite"
+    con = sqlite3.connect(db)
+    con.executescript(
+        """
+        CREATE TABLE ZCATEGORY (uid TEXT, ZNAME TEXT);
+        CREATE TABLE ASSETS (uid TEXT, ZNAME TEXT, ZMONEY TEXT);
+        CREATE TABLE CURRENCY (uid TEXT, ISO TEXT, SYMBOL TEXT, NAME TEXT, IS_MAIN_CURRENCY INTEGER);
+        CREATE TABLE INOUTCOME (ZMONEY TEXT, WDATE TEXT, DO_TYPE TEXT, ctgUid TEXT, assetUid TEXT, ZCONTENT TEXT);
+        INSERT INTO ZCATEGORY VALUES ('1', 'Food');
+        INSERT INTO ASSETS VALUES ('a1', 'Cash', '50');
+        INSERT INTO CURRENCY VALUES ('c1', 'USD', '$', 'US Dollar', 1);
+        INSERT INTO INOUTCOME VALUES ('12', '2026-01-02', '1', '1', 'a1', 'test coffee');
+        INSERT INTO INOUTCOME VALUES ('100', '2026-01-02', '0', '1', 'a1', 'test income');
+        """
+    )
+    con.commit()
+    con.close()
+    archive_path = path / "sample.mmbak"
+    with zipfile.ZipFile(archive_path, "w", zipfile.ZIP_DEFLATED) as archive:
+        archive.write(db, "money.sqlite")
+    return archive_path
+
+
+def test_tools_with_explicit_path(tmp_path: Path) -> None:
+    backup = _backup(tmp_path)
+    assert query(str(backup), month="2026-01", group_by="category")["groups"][0]["key"] == "Food"
+    assert schema(str(backup))["transaction_table"] == "INOUTCOME"
+    assert list_categories(str(backup))["categories"] == ["Food"]
+    accts = accounts(str(backup))
+    assert accts["status"] == "ok"
+    assert accts["accounts"] == [{"name": "Cash", "balance": 50.0}]
+    cur = currency(str(backup))
+    assert cur["status"] == "ok"
+    assert cur["main"]["iso"] == "USD"
+    assert cur["main"]["symbol"] == "$"
+    assert [c["iso"] for c in cur["all"]] == ["USD"]
+
+
+def test_env_path_and_errors(tmp_path: Path, monkeypatch: pytest.MonkeyPatch) -> None:
+    backup = _backup(tmp_path)
+    monkeypatch.setenv("MONEY_BACKUP", str(backup))
+    assert _resolve_backup() == backup
+    assert query()["status"] == "ok"
+    monkeypatch.delenv("MONEY_BACKUP")
+    assert query()["status"] == "error"
+    assert accounts(str(tmp_path / "missing.mmbak"))["status"] == "error"
+    assert currency(str(tmp_path / "missing.mmbak"))["status"] == "error"
+
+
+def test_entry_point_smoke(monkeypatch: pytest.MonkeyPatch) -> None:
+    assert __version__ == "0.2.0"
+    assert mcp.name == "moneymanager"
+    called: list[str] = []
+
+    def fake_run(*, transport: str) -> None:
+        called.append(transport)
+
+    monkeypatch.setattr(mcp, "run", fake_run)
+    assert main([]) == 0
+    assert called == ["stdio"]