@baruchiro/actual-mcp/build/tools/monthly-summary/index.js

Actual Budget MCP server exposing API functionality

import { MonthlySummaryInputParser } from "./input-parser.js";
import { MonthlySummaryDataFetcher } from "./data-fetcher.js";
import { MonthlySummaryCategoryClassifier } from "./category-classifier.js";
import { MonthlySummaryTransactionAggregator } from "./transaction-aggregator.js";
import { MonthlySummaryCalculator } from "./summary-calculator.js";
import { MonthlySummaryReportDataBuilder } from "./report-data-builder.js";
import { MonthlySummaryReportGenerator } from "./report-generator.js";
import { successWithContent, errorFromCatch } from "../../utils/response.js";
import { getDateRangeForMonths } from "../../utils.js";
export const schema = {
    name: "monthly-summary",
    description: "Get monthly income, expenses, and savings",
    inputSchema: {
        type: "object",
        properties: {
            months: {
                type: "number",
                description: "Number of months to include",
                default: 3,
            },
            accountId: {
                type: "string",
                description: "Limit to a specific account ID. Should be in UUID format and retrieved from the accounts resource.",
            },
        },
    },
};
export async function handler(args) {
    try {
        const input = new MonthlySummaryInputParser().parse(args);
        const { start, end } = getDateRangeForMonths(input.months);
        const { accounts, categories, transactions } = await new MonthlySummaryDataFetcher().fetchAll(input.accountId, start, end);
        const { incomeCategories, investmentSavingsCategories } = new MonthlySummaryCategoryClassifier().classify(categories);
        const sortedMonths = new MonthlySummaryTransactionAggregator().aggregate(transactions, incomeCategories, investmentSavingsCategories);
        const averages = new MonthlySummaryCalculator().calculateAverages(sortedMonths);
        const reportData = new MonthlySummaryReportDataBuilder().build(start, end, input.accountId, accounts, sortedMonths, averages);
        const markdown = new MonthlySummaryReportGenerator().generate(reportData);
        return successWithContent([{ type: "text", text: markdown }]);
    }
    catch (err) {
        // Use the standardized error response
        // errorFromCatch is imported from ../../utils/response.js
        return errorFromCatch(err);
    }
}