chase_accounts

Instructions

Implementation Reference

• src/index.ts:69-76 (registration)

  Tool registration in the tool list (ListToolsRequestSchema handler): defines the 'chase_accounts' tool name, description, and empty input schema.

    name: "chase_accounts",
    description:
      "Get all Chase accounts - checking, savings, credit cards, investments, and loans.",
    inputSchema: {
      type: "object",
      properties: {},
    },
  },

• src/index.ts:281-292 (handler)

  Handler for the 'chase_accounts' tool in the CallToolRequestSchema switch statement. Delegates to getAccounts() from browser.ts and returns the result as JSON.

  case "chase_accounts": {
    const result = await getAccounts();
    return {
      content: [
        {
          type: "text",
          text: JSON.stringify(result),
        },
      ],
      isError: !result.success,
    };
  }

• src/browser.ts:172-217 (helper)

  The actual implementation of the account-fetching logic. Uses Patchright to navigate to the Chase dashboard, scrape account tiles (name, balance, type, last-four digits), and return them as Account objects.

  export async function getAccounts(): Promise<{ success: boolean; accounts?: Account[]; error?: string }> {
    try {
      const p = await getPage();
      await p.goto(`${CHASE_BASE_URL}/web/auth/dashboard`, { waitUntil: "networkidle" });
      
      await p.waitForTimeout(2000);
      
      const accounts = await p.$$eval(
        '.account-tile, .account-card, [data-testid="account-tile"]',
        (elements) =>
          elements.map((el, index) => {
            const nameEl = el.querySelector('.account-name, .tile-header, h3');
            const balanceEl = el.querySelector('.account-balance, .balance, [data-testid="balance"]');
            const lastFourEl = el.querySelector('.account-last-four, .masked-number');
            const typeEl = el.querySelector('.account-type');
            
            const name = nameEl?.textContent?.trim() || `Account ${index + 1}`;
            const balanceText = balanceEl?.textContent?.trim() || '0';
            const balance = parseFloat(balanceText.replace(/[$,]/g, '')) || 0;
            const lastFour = lastFourEl?.textContent?.trim().replace(/[^0-9]/g, '').slice(-4) || undefined;
            
            let type: 'checking' | 'savings' | 'credit' | 'investment' | 'loan' = 'checking';
            const typeText = (typeEl?.textContent || name).toLowerCase();
            if (typeText.includes('saving')) type = 'savings';
            else if (typeText.includes('credit') || typeText.includes('card')) type = 'credit';
            else if (typeText.includes('invest') || typeText.includes('brokerage')) type = 'investment';
            else if (typeText.includes('loan') || typeText.includes('mortgage') || typeText.includes('auto')) type = 'loan';
            
            return {
              id: el.getAttribute('data-account-id') || `account-${index}`,
              name,
              type,
              balance,
              lastFour,
            };
          }),
      );
      
      return { success: true, accounts };
    } catch (error) {
      return {
        success: false,
        error: error instanceof Error ? error.message : "Failed to get accounts",
      };
    }
  }

• src/browser.ts:18-26 (schema)

  Type definition for the Account interface, which defines the structure returned by getAccounts().

  export interface Account {
    id: string;
    name: string;
    type: "checking" | "savings" | "credit" | "investment" | "loan";
    balance: number;
    availableBalance?: number;
    accountNumber?: string;
    lastFour?: string;
  }