list_accounts

Instructions

Implementation Reference

• akahu_mcp/server.py:62-67 (registration)

  Tool registration via @mcp.tool() decorator — the 'list_accounts' tool is registered as a FastMCP tool on the 'akahu' server.

  @mcp.tool()
  async def list_accounts(force: bool = False) -> list[dict[str, Any]]:
      """List the user's bank/depository accounts (excludes Sharesight, which has
      its own tool). Cached for 24h; pass force=True to refresh from Akahu."""
      accounts = await sync.ensure_accounts_fresh(force=force)
      return [_trim_account(a) for a in accounts if not _is_sharesight(a)]

• akahu_mcp/server.py:62-67 (handler)

  Handler function — 'list_accounts' async function that calls ensure_accounts_fresh, filters out Sharesight accounts via _is_sharesight, and trims each result via _trim_account.

  @mcp.tool()
  async def list_accounts(force: bool = False) -> list[dict[str, Any]]:
      """List the user's bank/depository accounts (excludes Sharesight, which has
      its own tool). Cached for 24h; pass force=True to refresh from Akahu."""
      accounts = await sync.ensure_accounts_fresh(force=force)
      return [_trim_account(a) for a in accounts if not _is_sharesight(a)]

• akahu_mcp/server.py:35-49 (helper)

  Helper function — _trim_account reduces the raw account dict to a slimmed-down version with id, name, type, formatted_account, balance (current/available/currency), and connection name.

  def _trim_account(acc: dict[str, Any]) -> dict[str, Any]:
      """Return a slimmed-down account dict suitable for an LLM."""
      bal = acc.get("balance") or {}
      return {
          "id": acc["_id"],
          "name": acc.get("name"),
          "type": acc.get("type"),
          "formatted_account": acc.get("formatted_account"),
          "balance": {
              "current": bal.get("current"),
              "available": bal.get("available"),
              "currency": bal.get("currency"),
          },
          "connection": (acc.get("connection") or {}).get("name"),
      }

• akahu_mcp/server.py:24-32 (helper)

  Helper function — _is_sharesight filters out Sharesight/investment accounts by checking name, connection name, and type for 'sharesight', 'investment', or 'wealth'.

  def _is_sharesight(acc: dict[str, Any]) -> bool:
      name = (acc.get("name") or "").lower()
      conn_name = ((acc.get("connection") or {}).get("name") or "").lower()
      acc_type = (acc.get("type") or "").lower()
      return (
          "sharesight" in name
          or "sharesight" in conn_name
          or acc_type in {"investment", "wealth"}
      )

• akahu_mcp/sync.py:33-44 (helper)

  Helper function — ensure_accounts_fresh checks the SQLite cache first (24h TTL), and if stale or force=True, fetches accounts from the Akahu API via AkahuClient.get_accounts() and stores them in cache.

  async def ensure_accounts_fresh(force: bool = False) -> list[dict[str, Any]]:
      """Return the account list, refreshing from Akahu if cache is stale or `force`."""
      cache.init_db()
      if not force:
          cached = cache.get_accounts_cached(DEFAULT_TTL_SECONDS)
          if cached is not None:
              return cached
      logger.info("Refreshing accounts from Akahu (force=%s)", force)
      client = AkahuClient()
      accounts = await client.get_accounts()
      cache.put_accounts(accounts)
      return accounts