@baruchiro/actual-mcp/build/prompts.js

Actual Budget MCP server exposing API functionality

import { GetPromptRequestSchema, ListPromptsRequestSchema, } from "@modelcontextprotocol/sdk/types.js";
import { getDateRange } from "./utils.js";
export const promptsSchema = [
    {
        name: "financial-insights",
        description: "Generate financial insights and advice",
        arguments: [
            {
                name: "startDate",
                description: "Start date in YYYY-MM-DD format",
                required: false,
            },
            {
                name: "endDate",
                description: "End date in YYYY-MM-DD format",
                required: false,
            },
        ],
    },
    {
        name: "budget-review",
        description: "Review my budget and spending",
        arguments: [
            {
                name: "months",
                description: "Number of months to analyze",
                required: false,
            },
        ],
    },
];
const financialInsightsPrompt = (args) => {
    const { startDate, endDate } = args || {};
    const { startDate: start, endDate: end } = getDateRange(startDate, endDate);
    return {
        description: `Financial insights and recommendations from ${start} to ${end}`,
        messages: [
            {
                role: "user",
                content: {
                    type: "text",
                    text: `Please analyze my financial data and provide insights and recommendations. Focus on spending patterns, savings rate, and potential areas to optimize my budget. Analyze data from ${start} to ${end}.

IMPORTANT: Any transactions in the "Investment & Savings" category group should be treated as POSITIVE savings, not as spending. These represent money I'm putting aside for the future, so they should be counted as savings achievements rather than expenses.

You can use these tools to gather the data you need:
1. Use the spending-by-category tool to analyze my spending breakdown
2. Use the monthly-summary tool to get my income, expenses, and savings rate
3. Use the get-transactions tool to examine specific transactions if needed

When you examine the spending-by-category results:
- Look for any category group called "Investment & Savings" or similar
- Consider these amounts as positive financial actions (saving/investing), not spending
- Include these amounts when calculating my total savings rate
- Do NOT recommend reducing these amounts unless they're clearly unsustainable

Based on this analysis, please provide:
1. A summary of my financial situation, including total savings (regular savings + investments)
2. Key insights about my spending patterns (excluding investments/savings)
3. Areas where I might be overspending (focusing on consumption categories only)
4. Recommendations to optimize my budget while maintaining or increasing savings/investments
5. Any other relevant financial advice
`,
                },
            },
        ],
    };
};
const budgetReviewPrompt = (args) => {
    const { months = 3 } = args || {};
    return {
        description: `Budget review for the past ${months} months`,
        messages: [
            {
                role: "user",
                content: {
                    type: "text",
                    text: `Please review my budget and spending for the past ${months} months. I'd like to understand how well I'm sticking to my budget and where I might be able to make adjustments.
    
IMPORTANT: Any transactions in the "Investment & Savings" category group should be treated as POSITIVE savings, not as spending. These represent money I'm putting aside for the future, so they should be counted as savings achievements rather than expenses.

To gather this data:
1. Use the spending-by-category tool to see my spending breakdown
2. Use the monthly-summary tool to get my overall income and expenses
3. Use the get-transactions tool if you need to look at specific transactions

When analyzing the data:
- Categories in the "Investment & Savings" group are positive financial actions, not expenses
- Include these amounts in my total savings rate calculation
- Don't suggest reducing these amounts unless they're clearly unsustainable for my income level

Please provide:
1. An analysis of my top spending categories (excluding savings/investments)
2. Whether my spending is consistent month-to-month
3. My total savings rate including both regular savings and investments
4. Areas where I might be able to reduce discretionary spending
5. Suggestions for realistic budget adjustments to maximize savings/investments
`,
                },
            },
        ],
    };
};
// ----------------------------
// PROMPTS
// ----------------------------
export const setupPrompts = (server) => {
    /**
     * Handler for listing available prompts
     */
    server.setRequestHandler(ListPromptsRequestSchema, async () => {
        return {
            prompts: promptsSchema,
        };
    });
    /**
     * Handler for getting prompts
     */
    server.setRequestHandler(GetPromptRequestSchema, async (request) => {
        try {
            const { name, arguments: promptArgs } = request.params;
            switch (name) {
                case "financial-insights": {
                    return financialInsightsPrompt(promptArgs);
                }
                case "budget-review": {
                    return budgetReviewPrompt(promptArgs);
                }
                default:
                    throw new Error(`Unknown prompt: ${name}`);
            }
        }
        catch (error) {
            console.error(`Error getting prompt ${request.params.name}:`, error);
            throw error instanceof Error ? error : new Error(String(error));
        }
    });
};