Money Manager MCP Server

Instructions

Implementation Reference

• src/tools/handlers.ts:644-672 (handler)

  Handler function that executes the transfer_update tool logic by validating input and calling the Money Manager /modifyMoveAsset API endpoint. Note the warning about the server creating a new transfer ID.

  export async function handleTransferUpdate(
    httpClient: HttpClient,
    input: unknown,
  ): Promise<TransferOperationResponse> {
    const validated = TransferUpdateInputSchema.parse(input);
  
    const response = await httpClient.post<ApiOperationResponse>(
      "/modifyMoveAsset",
      {
        id: validated.id,
        moveDate: validated.moveDate,
        fromAssetId: validated.fromAssetId,
        fromAssetName: validated.fromAssetName,
        toAssetId: validated.toAssetId,
        toAssetName: validated.toAssetName,
        moveMoney: validated.moveMoney,
        moneyContent: validated.moneyContent || "",
        mbDetailContent: validated.mbDetailContent || "",
      },
    );
  
    return {
      success: response.success !== false && response.result !== "fail",
      transferId: validated.id,
      message:
        response.message ||
        "WARNING: The server creates a new transfer with a NEW ID. The provided ID is now invalid. Use transaction_list to get the new ID.",
    };
  }

• src/schemas/index.ts:307-319 (schema)

  Zod schema defining the input parameters for the transfer_update tool, including required fields like id, dates, asset IDs, names, and amount.

  export const TransferUpdateInputSchema = z.object({
    id: TransactionIdSchema,
    moveDate: DateSchema,
    fromAssetId: AssetIdSchema,
    fromAssetName: NonEmptyString,
    toAssetId: AssetIdSchema,
    toAssetName: NonEmptyString,
    moveMoney: PositiveNumber,
    moneyContent: z.string().optional(),
    mbDetailContent: z.string().optional(),
  });
  
  export type TransferUpdateInput = z.infer<typeof TransferUpdateInputSchema>;

• src/tools/handlers.ts:819-819 (registration)

  Registration of the transfer_update handler in the toolHandlers object, mapping the tool name to its execution function.

  transfer_update: handleTransferUpdate,

• src/index.ts:379-409 (registration)

  MCP protocol tool definition registration in TOOL_DEFINITIONS array, including name, description, and JSON schema for input validation.

  {
    name: "transfer_update",
    description:
      "Modifies an existing transfer. WARNING: The server creates a new transfer with a NEW ID instead of updating in-place. The old ID will no longer exist after update. Use transaction_list to get the new ID if needed.",
    inputSchema: {
      type: "object" as const,
      properties: {
        id: { type: "string", description: "Transfer transaction ID" },
        moveDate: { type: "string", description: "Transfer date (YYYY-MM-DD)" },
        fromAssetId: { type: "string", description: "Source asset ID" },
        fromAssetName: { type: "string", description: "Source asset name" },
        toAssetId: { type: "string", description: "Destination asset ID" },
        toAssetName: { type: "string", description: "Destination asset name" },
        moveMoney: { type: "number", description: "Transfer amount" },
        moneyContent: { type: "string", description: "Optional: Description" },
        mbDetailContent: {
          type: "string",
          description: "Optional: Detailed notes",
        },
      },
      required: [
        "id",
        "moveDate",
        "fromAssetId",
        "fromAssetName",
        "toAssetId",
        "toAssetName",
        "moveMoney",
      ],
    },
  },

• src/types/index.ts:399-401 (helper)

  TypeScript type definition for TransferUpdateInput, extending TransferCreateInput with an id field.

  export interface TransferUpdateInput extends TransferCreateInput {
    id: string;
  }