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Marqeta DiVA API MCP Server

RELEASE_NOTES_v0.3.0.mdโ€ข8.09 kB
# Release Notes - v0.3.0 **Release Date**: November 17, 2025 **Type**: Feature Release **Focus**: High-Priority Endpoint Coverage --- ## ๐ŸŽฏ Summary Version 0.3.0 adds **4 critical HIGH PRIORITY endpoints** identified through comprehensive audit of the Marqeta DiVA API documentation. This release significantly improves endpoint coverage from **50% to 67%**, focusing on the most commonly needed functionality: 1. **Transaction Token Mapping** - Critical for reconciliation workflows 2. **Card Counts** - Essential for program monitoring 3. **User Counts** - Essential for growth tracking 4. **Network Detail** - Important for network analytics --- ## โœจ New Features ### 1. Transaction Token Mapping (`get_transaction_token`) โญ EMPHASIS **Endpoint**: `/views/transactiontoken` **Purpose**: Map Core API transaction tokens to DiVA report transaction tokens **Why It Matters**: - **CRITICAL** for reconciliation between webhook data and DiVA reports - Links real-time transaction events to aggregated reporting data - Essential for financial reconciliation workflows - Bridges the gap between operational and analytical systems **Use Cases**: - Reconcile webhook transaction events with DiVA reports - Match Core API transaction data to report data - Build comprehensive transaction tracking systems - Audit and compliance workflows **Example Usage**: ```json { "tool": "get_transaction_token", "filters": { "core_api_transaction_token": "xyz123" }, "count": 100 } ``` **Returns**: Mapping between Core API tokens and DiVA tokens --- ### 2. Card Counts (`get_card_counts`) **Endpoint**: `/views/cardcounts/{time_agg}` (day, week, month) **Purpose**: Track card program metrics over time **Why It Matters**: - Monitor card program health and growth - Track cards in circulation, active, suspended states - Essential KPIs for program managers - Identify trends and anomalies **Use Cases**: - Daily/weekly/monthly card program reports - Monitor card activation rates - Track suspended card volumes - Program growth analytics **Aggregation Levels**: day, week, month (no detail level) **Example Usage**: ```json { "tool": "get_card_counts", "aggregation": "day", "count": 30 } ``` **Returns**: Card count metrics by state, type, and time period --- ### 3. User Counts (`get_user_counts`) **Endpoint**: `/views/usercounts/{time_agg}` (day, week, month) **Purpose**: Track user base growth and engagement **Why It Matters**: - Monitor program user growth - Track user account states - Identify engagement patterns - Forecast capacity needs **Use Cases**: - User growth dashboards - Engagement analytics - Program adoption tracking - Capacity planning **Aggregation Levels**: day, week, month (no detail level) **Example Usage**: ```json { "tool": "get_user_counts", "aggregation": "week", "filters": { "user_type": "BUSINESS" } } ``` **Returns**: User count metrics by type, status, and time period --- ### 4. Activity Balances Network Detail (`get_activity_balances_network_detail`) **Endpoint**: `/views/activitybalances/day/networkdetail` **Purpose**: Break out transaction data by card network **Why It Matters**: - Analyze network-specific transaction volumes - Understand Visa vs Mastercard vs other network usage - Optimize network relationships and costs - Detailed network performance analytics **Use Cases**: - Network volume analysis - Network cost optimization - Routing decision support - Network performance reporting **Aggregation**: Day only (fixed) **Expandable Fields**: - `pin_purchases_net` - Break out PIN purchases by network (Visa, Mastercard, Maestro, Cirrus, etc.) - `sig_purchases_net` - Break out signature purchases by network **Example Usage**: ```json { "tool": "get_activity_balances_network_detail", "expand": "pin_purchases_net,sig_purchases_net", "count": 10 } ``` **Returns**: Activity balance data with network-specific breakdowns --- ## ๐Ÿ“Š Coverage Improvement ### Before v0.3.0: - **12 endpoints** implemented - **50% coverage** of DiVA API ### After v0.3.0: - **16 endpoints** implemented - **67% coverage** of DiVA API - **All HIGH PRIORITY endpoints** covered ### Remaining Gaps: - 8 MEDIUM/LOW priority endpoints (specialized use cases) - See ENDPOINT_AUDIT.md for complete analysis --- ## ๐Ÿงช Testing New test script provided: `test_new_endpoints.py` Run tests: ```bash python test_new_endpoints.py ``` Tests verify: - Endpoint connectivity - Response format - Data retrieval - Error handling --- ## ๐Ÿ“š Documentation Updates ### New Files: - **ENDPOINT_AUDIT.md** - Comprehensive audit of all DiVA endpoints - **RELEASE_NOTES_v0.3.0.md** - This file - **test_new_endpoints.py** - Test script for new endpoints ### Updated Files: - **server.py** - Added 4 new tools and handlers - **pyproject.toml** - Version bump to 0.3.0 - **README.md** - (Pending update with new endpoints) --- ## ๐Ÿ”ง Technical Implementation ### Code Structure: ```python # New tools added to BASE_TOOLS: - get_transaction_token (Reconciliation Tools section) - get_card_counts (Count/Monitoring Tools section) - get_user_counts (Count/Monitoring Tools section) - get_activity_balances_network_detail (Network Analytics Tools section) ``` ### View Names: ```python "transactiontoken" # No aggregation "cardcounts" # day/week/month aggregation "usercounts" # day/week/month aggregation "activitybalances/day/networkdetail" # Fixed day aggregation ``` ### All Endpoints Use Standard Pattern: ```python result = client.get_view(view_name, aggregation, **arguments) ``` --- ## ๐Ÿš€ Upgrade Instructions ### For Existing Users: 1. **Pull latest changes** (if using git): ```bash git pull origin main ``` 2. **Update package** (if using PyPI): ```bash pip install --upgrade marqeta-diva-mcp ``` 3. **Verify version**: ```python from src.marqeta_diva_mcp.server import SERVER_VERSION print(SERVER_VERSION) # Should show "0.3.0" ``` 4. **Restart MCP server** (if running): - Claude Desktop: Restart the application - Claude Code: Restart the server process 5. **Test new endpoints**: ```bash python test_new_endpoints.py ``` --- ## โš ๏ธ Breaking Changes **NONE** - This is a backward-compatible feature release. All existing endpoints continue to work exactly as before. The new endpoints are purely additive. --- ## ๐Ÿ› Bug Fixes No bug fixes in this release (feature-only release). --- ## ๐Ÿ“ Notes ### Endpoint Availability: Not all programs have access to all endpoints. If you receive authorization errors: 1. Check with your Marqeta representative 2. Verify your credentials have access to these views 3. Some views may be limited to specific program types ### Data Availability: Some views may return empty results if: - Your program is newly created - You haven't generated relevant activity yet - Data is still being synchronized (3x daily sync) ### Performance: - All endpoints respect the 10,000 record API limit - Use filters and date ranges for large datasets - Rate limiting applies: 300 requests per 5 minutes --- ## ๐Ÿ”ฎ What's Next? ### Planned for v0.4.0 (Future): Potential MEDIUM PRIORITY endpoints: - Direct Deposit (`directdeposit/detail`) - ACH Origination (`achorigination/detail`) - Platform Response (`platformresponse/month`) - RTD Transaction Count by Rules (`cptrxn/rule/detail`) Vote for features or request new endpoints in [GitHub Issues](https://github.com/zvika-finally/marqeta-diva-mcp/issues). --- ## ๐Ÿ’ฌ Feedback Questions or issues with the new endpoints? Please: 1. Check ENDPOINT_AUDIT.md for detailed information 2. Run test_new_endpoints.py to verify your setup 3. Open an issue on GitHub if you encounter problems --- ## ๐Ÿ™ Acknowledgments This release was driven by comprehensive documentation audit and user feedback prioritizing reconciliation and monitoring capabilities. --- ## ๐Ÿ“„ License MIT License - See LICENSE file for details --- ## ๐Ÿ‘ค Author **Zvika Badalov** - zvika.badalov@finally.com

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