import * as p from "@clack/prompts";
import { loadConfig, saveConfig, getConfigPath } from "./config.js";
import { printBanner, handleCancel } from "./init/ui.js";
import { plaidInitFlow } from "./init/flows/plaid.js";
import { tellerInitFlow } from "./init/flows/teller.js";
import { enableBankingConnectFlow } from "./connect/flows/enable-banking.js";
import { tinkConnectFlow } from "./connect/flows/tink.js";
import type { ConnectionConfig } from "./types.js";
interface ProviderOption {
key: string;
displayName: string;
description: string;
flow: (
existingConfig?: Record<string, unknown>,
) => Promise<{
provider: string;
label: string;
config: Record<string, unknown>;
}>;
}
const PROVIDERS: ProviderOption[] = [
{
key: "plaid",
displayName: "Plaid",
description: "US, UK, EU · 12,000+ institutions",
flow: plaidInitFlow,
},
{
key: "teller",
displayName: "Teller",
description: "US · real-time data, instant access",
flow: tellerInitFlow,
},
{
key: "tink",
displayName: "Tink",
description: "EU · PSD2 open banking",
flow: tinkConnectFlow,
},
{
key: "enable-banking",
displayName: "Enable Banking",
description: "EU · PSD2 aggregation",
flow: enableBankingConnectFlow,
},
];
/**
* Interactive setup wizard — unified orchestrator that routes to
* provider-specific guided flows.
*/
export async function runInit(): Promise<void> {
printBanner();
const providerKey = await p.select({
message: "Choose your banking provider",
options: PROVIDERS.map((prov) => ({
value: prov.key,
label: prov.displayName,
hint: prov.description,
})),
});
handleCancel(providerKey);
const provider = PROVIDERS.find((prov) => prov.key === providerKey)!;
// Check for existing credentials to reuse
const appConfig = loadConfig();
const existingConn = appConfig.connections.find(
(c) => c.provider === provider.key,
);
// Run the provider's guided flow
const result = await provider.flow(existingConn?.config);
// Build connection ID (slug from label)
const id = result.label
.toLowerCase()
.replace(/[^a-z0-9]+/g, "-")
.replace(/^-|-$/g, "");
const connection: ConnectionConfig = {
id,
provider: result.provider,
label: result.label,
config: result.config,
};
// Replace if same ID exists, otherwise append
const existing = appConfig.connections.findIndex((c) => c.id === id);
if (existing >= 0) {
appConfig.connections[existing] = connection;
} else {
appConfig.connections.push(connection);
}
saveConfig(appConfig);
p.log.success(`Config saved to ${getConfigPath()}`);
const client = await p.select({
message: "Add bank-mcp to your MCP client",
options: [
{ value: "claude", label: "Claude Code", hint: "auto-configure via CLI" },
{ value: "cursor", label: "Cursor" },
{ value: "windsurf", label: "Windsurf" },
{ value: "gemini", label: "Gemini CLI" },
{ value: "codex", label: "Codex CLI" },
{ value: "skip", label: "Skip", hint: "I'll configure it manually" },
],
});
handleCancel(client);
const mcpJson = JSON.stringify(
{ "mcpServers": { "bank": { "command": "npx", "args": ["@bank-mcp/server"] } } },
null,
2,
);
switch (client) {
case "claude":
p.note(
"Run this command:\n\n" +
" claude mcp add bank -- npx @bank-mcp/server",
"Claude Code",
);
break;
case "cursor":
p.note(
"Add to .cursor/mcp.json:\n\n" + mcpJson,
"Cursor",
);
break;
case "windsurf":
p.note(
"Add to ~/.codeium/windsurf/mcp_config.json:\n\n" + mcpJson,
"Windsurf",
);
break;
case "gemini":
p.note(
"Add to ~/.gemini/settings.json:\n\n" + mcpJson,
"Gemini CLI",
);
break;
case "codex":
p.note(
"Add to ~/.codex/config.json:\n\n" + mcpJson,
"Codex CLI",
);
break;
}
p.outro("Setup complete!");
}
