// Summary & Analytics Tools for MCP
import { z } from 'zod';
import * as api from '../api/client.js';
export function registerSummaryTools(server) {
// Get spending summary
server.tool('get_summary', 'Get spending summary for a time period', {
period: z.enum(['day', 'week', 'month', 'year']).describe('Time period'),
date: z.string().optional().describe('Reference date (YYYY-MM-DD, defaults to today)'),
}, async (params) => {
const result = await api.getSummary(params);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
const summary = result.data;
// Format category breakdown
const categoryLines = Object.entries(summary.byCategory)
.sort(([, a], [, b]) => b - a)
.map(([cat, amount]) => ` • ${cat}: $${amount.toFixed(2)}`)
.join('\n');
return {
content: [{
type: 'text',
text: `📊 Spending Summary (${summary.period})\n\n` +
`Period: ${summary.startDate} to ${summary.endDate}\n` +
`Total: $${summary.total.toFixed(2)}\n` +
`Transactions: ${summary.transactionCount}\n\n` +
`By Category:\n${categoryLines || ' No transactions'}`
}]
};
});
// Get categories
server.tool('get_categories', 'Get list of transaction categories', {}, async () => {
const result = await api.getCategories();
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
const categories = result.data || [];
return {
content: [{
type: 'text',
text: categories.length > 0
? `📁 Categories:\n${categories.map(c => ` • ${c}`).join('\n')}`
: 'No categories found.'
}]
};
});
// Get settings
server.tool('get_settings', 'Get CashChat user settings', {}, async () => {
const result = await api.getSettings();
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
const settings = result.data;
return {
content: [{
type: 'text',
text: `⚙️ CashChat Settings\n\n` +
`• Preferred Currency: ${settings.preferredCurrency}\n` +
`• Agent Instructions: ${settings.agentInstructions || 'None set'}`
}]
};
});
// Update settings
server.tool('update_settings', 'Update CashChat user settings', {
preferredCurrency: z.string().optional().describe('Currency code (USD, CAD, INR, etc.)'),
agentInstructions: z.string().optional().describe('Custom instructions for AI assistant'),
}, async (params) => {
const result = await api.updateSettings(params);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
return {
content: [{
type: 'text',
text: `✅ Settings updated!`
}]
};
});
}
