dashboard_get_overview
Retrieve a comprehensive dashboard overview showing asset trends and portfolio breakdown to monitor personal finances and track financial performance.
Instructions
Retrieves dashboard overview with asset trends and portfolio breakdown.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Implementation Reference
- src/tools/handlers.ts:679-697 (handler)Handler function that executes the core logic: validates input, calls Money Manager API /getDashBoardData, and transforms raw response into DashboardResponse with assetSummary, monthlyTrend, assetRatio, and debtRatio.
* Handler for dashboard_get_overview tool * Retrieves dashboard overview with asset trends and portfolio breakdown */ export async function handleDashboardGetOverview( httpClient: HttpClient, input: unknown, ): Promise<DashboardResponse> { DashboardGetOverviewInputSchema.parse(input); const rawResponse = await httpClient.get<RawDashboardResponse>("/getDashBoardData"); return { assetSummary: rawResponse.assetSummary, monthlyTrend: rawResponse.assetLine || [], assetRatio: rawResponse.assetRatio || [], debtRatio: rawResponse.debtRatio || [], }; } - src/schemas/index.ts:328-332 (schema)Zod schema for tool input validation. Defines empty object since the tool takes no parameters.
export const DashboardGetOverviewInputSchema = z.object({}); export type DashboardGetOverviewInput = z.infer< typeof DashboardGetOverviewInputSchema >; - src/tools/handlers.ts:822-822 (registration)Maps tool name to handler function in the internal toolHandlers registry used by executeToolHandler.
dashboard_get_overview: handleDashboardGetOverview, - src/index.ts:413-420 (registration)Registers the tool in MCP server's TOOL_DEFINITIONS array, defining name, description, and input schema for protocol discovery.
name: "dashboard_get_overview", description: "Retrieves dashboard overview with asset trends and portfolio breakdown.", inputSchema: { type: "object" as const, properties: {}, }, }, - src/schemas/index.ts:404-404 (schema)Registers the input schema in the central ToolSchemas registry for validation lookup.
dashboard_get_overview: DashboardGetOverviewInputSchema,