@baruchiro/actual-mcp/build/tools/get-transactions/index.js

Actual Budget MCP server exposing API functionality

// Orchestrator for get-transactions tool
import { GetTransactionsInputParser } from "./input-parser.js";
import { GetTransactionsDataFetcher } from "./data-fetcher.js";
import { GetTransactionsMapper } from "./transaction-mapper.js";
import { GetTransactionsReportGenerator } from "./report-generator.js";
import { successWithContent, errorFromCatch } from "../../utils/response.js";
import { getDateRange } from "../../utils.js";
export const schema = {
    name: "get-transactions",
    description: "Get transactions for an account with optional filtering",
    inputSchema: {
        type: "object",
        properties: {
            accountId: {
                type: "string",
                description: "ID of the account to get transactions for. Should be in UUID format and retrieved from the accounts resource.",
            },
            startDate: {
                type: "string",
                description: "Start date in YYYY-MM-DD format",
            },
            endDate: {
                type: "string",
                description: "End date in YYYY-MM-DD format",
            },
            minAmount: {
                type: "number",
                description: "Minimum transaction amount in dollars",
            },
            maxAmount: {
                type: "number",
                description: "Maximum transaction amount in dollars",
            },
            category: {
                type: "string",
                description: "Filter by category name",
            },
            payee: {
                type: "string",
                description: "Filter by payee name",
            },
            limit: {
                type: "number",
                description: "Maximum number of transactions to return",
            },
        },
        required: ["accountId"],
    },
};
export async function handler(args) {
    try {
        const input = new GetTransactionsInputParser().parse(args);
        const { accountId, startDate, endDate, minAmount, maxAmount, category, payee, limit, } = input;
        const { startDate: start, endDate: end } = getDateRange(startDate, endDate);
        // Fetch transactions
        const transactions = await new GetTransactionsDataFetcher().fetch(accountId, start, end);
        let filtered = [...transactions];
        if (minAmount !== undefined) {
            filtered = filtered.filter((t) => t.amount >= minAmount * 100);
        }
        if (maxAmount !== undefined) {
            filtered = filtered.filter((t) => t.amount <= maxAmount * 100);
        }
        if (category) {
            const lowerCategory = category.toLowerCase();
            filtered = filtered.filter((t) => (t.category_name || "").toLowerCase().includes(lowerCategory));
        }
        if (payee) {
            const lowerPayee = payee.toLowerCase();
            filtered = filtered.filter((t) => (t.payee_name || "").toLowerCase().includes(lowerPayee));
        }
        if (limit && filtered.length > limit) {
            filtered = filtered.slice(0, limit);
        }
        // Map transactions for output
        const mapped = new GetTransactionsMapper().map(filtered);
        // Build filter description
        const filterDescription = [
            startDate || endDate ? `Date range: ${startDate} to ${endDate}` : null,
            minAmount !== undefined ? `Min amount: $${minAmount.toFixed(2)}` : null,
            maxAmount !== undefined ? `Max amount: $${maxAmount.toFixed(2)}` : null,
            category ? `Category: ${category}` : null,
            payee ? `Payee: ${payee}` : null,
        ]
            .filter(Boolean)
            .join(", ");
        const markdown = new GetTransactionsReportGenerator().generate(mapped, filterDescription, filtered.length, transactions.length);
        return successWithContent([{ type: "text", text: markdown }]);
    }
    catch (err) {
        return errorFromCatch(err);
    }
}