edit_txn

Instructions

Implementation Reference

• apps/mcp/src/tools/mutate.ts:61-72 (handler)

  Handler function that updates transaction fields by id. Only provided fields are changed. Returns updated transaction or error if not found.

  async ({ id, ticker, ...rest }) => {
    const db = getDb();
    const fields = {
      ...(ticker !== undefined ? { ticker: ticker.toUpperCase() } : {}),
      ...rest,
    };
    if (Object.keys(fields).length === 0) return err('No fields to update');
    const res = db.update(transactions).set(fields).where(eq(transactions.id, id)).run();
    if (res.changes === 0) return err(`Transaction #${id} not found`);
    const updated = db.select().from(transactions).where(eq(transactions.id, id)).get();
    return ok(updated);
  },

• apps/mcp/src/tools/mutate.ts:52-60 (schema)

  Zod schema defining input parameters: id (required positive int), ticker/date/type/shares/price/reason (all optional).

  {
    id: z.number().int().positive(),
    ticker: z.string().optional(),
    date: z.string().optional().describe('YYYY-MM-DD'),
    type: z.enum(['buy', 'sell', 'deposit', 'dividend', 'tax']).optional(),
    shares: z.number().positive().optional(),
    price: z.number().min(0).optional(),
    reason: z.string().nullable().optional().describe('Why this trade? (free-form)'),
  },

• apps/mcp/src/tools/mutate.ts:49-73 (registration)

  Tool registration via server.tool() inside registerMutateTools, called from apps/mcp/src/index.ts:21.

  server.tool(
    'edit_txn',
    'Update fields of an existing transaction by id. Only provided fields are changed.',
    {
      id: z.number().int().positive(),
      ticker: z.string().optional(),
      date: z.string().optional().describe('YYYY-MM-DD'),
      type: z.enum(['buy', 'sell', 'deposit', 'dividend', 'tax']).optional(),
      shares: z.number().positive().optional(),
      price: z.number().min(0).optional(),
      reason: z.string().nullable().optional().describe('Why this trade? (free-form)'),
    },
    async ({ id, ticker, ...rest }) => {
      const db = getDb();
      const fields = {
        ...(ticker !== undefined ? { ticker: ticker.toUpperCase() } : {}),
        ...rest,
      };
      if (Object.keys(fields).length === 0) return err('No fields to update');
      const res = db.update(transactions).set(fields).where(eq(transactions.id, id)).run();
      if (res.changes === 0) return err(`Transaction #${id} not found`);
      const updated = db.select().from(transactions).where(eq(transactions.id, id)).get();
      return ok(updated);
    },
  );

• apps/mcp/src/helpers.ts:67-69 (helper)

  Helper function returning a success response with JSON content.

  export const ok = (data: unknown) => ({
    content: [{ type: 'text' as const, text: JSON.stringify(data, null, 2) }],
  });

• apps/mcp/src/helpers.ts:71-74 (helper)

  Helper function returning an error response with isError flag.

  export const err = (msg: string) => ({
    content: [{ type: 'text' as const, text: `Error: ${msg}` }],
    isError: true,
  });