summary_get_period

Retrieve financial summary statistics for a specified date range to analyze spending, income, and trends within Money Manager.

Instructions

Retrieves financial summary statistics for a date range.

Input Schema

TableJSON Schema

Name	Required	Description	Default
`startDate`	Yes	Start date (YYYY-MM-DD)
`endDate`	Yes	End date (YYYY-MM-DD)

Implementation Reference

src/tools/handlers.ts:318-341 (handler)

The primary handler function implementing the logic for the 'summary_get_period' tool. Validates input schema, calls the Money Manager API '/getSummaryDataByPeriod' endpoint with startDate and endDate parameters, and transforms the raw response into a structured SummaryResponse object containing overall summary, income by category, and expense by category breakdowns.

/**
 * Handler for summary_get_period tool
 * Retrieves financial summary statistics for a date range
 */
export async function handleSummaryGetPeriod(
  httpClient: HttpClient,
  input: unknown,
): Promise<SummaryResponse> {
  const validated = SummaryGetPeriodInputSchema.parse(input);

  const rawResponse = await httpClient.get<RawSummaryResponse>(
    "/getSummaryDataByPeriod",
    {
      startDate: validated.startDate,
      endDate: validated.endDate,
    },
  );

  return {
    summary: rawResponse.summary,
    incomeByCategory: rawResponse.income || [],
    expenseByCategory: rawResponse.outcome || [],
  };
}

src/schemas/index.ts:165-173 (schema)
Zod schema defining the input validation for the summary_get_period tool, requiring 'startDate' and 'endDate' fields validated against the DateSchema (YYYY-MM-DD format). Includes TypeScript type inference.
```
/**
 * Input schema for summary_get_period tool
 */
export const SummaryGetPeriodInputSchema = z.object({
  startDate: DateSchema,
  endDate: DateSchema,
});

export type SummaryGetPeriodInput = z.infer<typeof SummaryGetPeriodInputSchema>;
```
src/tools/handlers.ts:802-803 (registration)
Registration of the summary_get_period handler function in the central toolHandlers registry object, which maps tool names to their executor functions.
```
// Summary
summary_get_period: handleSummaryGetPeriod,
```

src/index.ts:176-186 (registration)

MCP tool registration in the TOOL_DEFINITIONS array, defining the tool name, description, and JSON schema for input validation exposed to the Model Context Protocol server.

  name: "summary_get_period",
  description: "Retrieves financial summary statistics for a date range.",
  inputSchema: {
    type: "object" as const,
    properties: {
      startDate: { type: "string", description: "Start date (YYYY-MM-DD)" },
      endDate: { type: "string", description: "End date (YYYY-MM-DD)" },
    },
    required: ["startDate", "endDate"],
  },
},

src/schemas/index.ts:384-385 (schema)
Registration of the SummaryGetPeriodInputSchema in the central ToolSchemas registry, used for runtime input validation across all tools.
```
// Summary
summary_get_period: SummaryGetPeriodInputSchema,
```

Money Manager MCP Server