// Transaction Tools for MCP
import { McpServer } from '@modelcontextprotocol/sdk/server/mcp.js';
import { z } from 'zod';
import * as api from '../api/client.js';
export function registerTransactionTools(server: McpServer) {
// Get transactions
server.tool(
'get_transactions',
'Get transactions from CashChat with optional filters',
{
startDate: z.string().optional().describe('Start date (YYYY-MM-DD)'),
endDate: z.string().optional().describe('End date (YYYY-MM-DD)'),
category: z.string().optional().describe('Filter by category'),
limit: z.number().optional().default(50).describe('Max results (default 50)'),
offset: z.number().optional().default(0).describe('Offset for pagination'),
},
async (params) => {
const result = await api.getTransactions(params);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
const transactions = result.data || [];
if (transactions.length === 0) {
return { content: [{ type: 'text', text: 'No transactions found.' }] };
}
const formatted = transactions.map(tx =>
`• ${tx.date} | ${tx.category} | ${tx.type === 'income' ? '+' : '-'}${tx.currency}${tx.amount.toFixed(2)} | ${tx.name || tx.note || 'No description'}`
).join('\n');
return {
content: [{
type: 'text',
text: `Found ${transactions.length} transactions:\n\n${formatted}`
}]
};
}
);
// Add transaction
server.tool(
'add_transaction',
'Add a new transaction to CashChat',
{
amount: z.number().positive().describe('Transaction amount (positive number)'),
category: z.string().describe('Category (e.g., Food, Transport, Shopping)'),
date: z.string().describe('Date (YYYY-MM-DD)'),
note: z.string().optional().describe('Optional note/description'),
type: z.enum(['expense', 'income']).default('expense').describe('Transaction type'),
name: z.string().optional().describe('Merchant/transaction name'),
},
async (params) => {
const result = await api.addTransaction(params);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
const tx = result.data!;
return {
content: [{
type: 'text',
text: `✅ Transaction added!\n\n• Amount: ${tx.type === 'income' ? '+' : '-'}${tx.currency}${tx.amount.toFixed(2)}\n• Category: ${tx.category}\n• Date: ${tx.date}\n• Note: ${tx.note || 'None'}`
}]
};
}
);
// Update transaction
server.tool(
'update_transaction',
'Update an existing transaction in CashChat',
{
id: z.string().describe('Transaction ID'),
amount: z.number().positive().optional().describe('New amount'),
category: z.string().optional().describe('New category'),
note: z.string().optional().describe('New note'),
name: z.string().optional().describe('New name/merchant'),
},
async (params) => {
const { id, ...updates } = params;
const result = await api.updateTransaction(id, updates);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
return {
content: [{
type: 'text',
text: `✅ Transaction ${id} updated successfully!`
}]
};
}
);
// Delete transaction
server.tool(
'delete_transaction',
'Delete a transaction from CashChat',
{
id: z.string().describe('Transaction ID to delete'),
},
async (params) => {
const result = await api.deleteTransaction(params.id);
if (!result.success) {
return { content: [{ type: 'text', text: `Error: ${result.error}` }] };
}
return {
content: [{
type: 'text',
text: `✅ Transaction ${params.id} deleted.`
}]
};
}
);
}
