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

Actual Budget MCP server exposing API functionality

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 { success, errorFromCatch } from '../../utils/response.js';
import { getDateRange } from '../../utils.js';
import { GetTransactionsArgsSchema } from '../../types.js';
import { zodToJsonSchema } from 'zod-to-json-schema';
export const schema = {
    name: 'get-transactions',
    description: 'Get transactions with optional filtering. Supports filtering by date range, amount, category, payee, and uncategorized transactions. If accountId is not provided, returns transactions for all on-budget accounts. Use get-accounts tool to discover available account IDs.',
    inputSchema: zodToJsonSchema(GetTransactionsArgsSchema),
};
export async function handler(args) {
    try {
        const input = new GetTransactionsInputParser().parse(args);
        const { accountId, startDate, endDate, minAmount, maxAmount, categoryName, payeeName, uncategorizedOnly, 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 (categoryName) {
            const lowerCategory = categoryName.toLowerCase();
            filtered = filtered.filter((t) => (t.category_name || '').toLowerCase().includes(lowerCategory));
        }
        if (payeeName) {
            const lowerPayee = payeeName.toLowerCase();
            filtered = filtered.filter((t) => (t.payee_name || '').toLowerCase().includes(lowerPayee));
        }
        if (uncategorizedOnly) {
            filtered = filtered.filter((t) => !t.category && !t.category_name && !t.transfer_id);
        }
        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,
            categoryName ? `Category: ${categoryName}` : null,
            payeeName ? `Payee: ${payeeName}` : null,
            uncategorizedOnly ? 'Uncategorized only' : null,
        ]
            .filter(Boolean)
            .join(', ');
        const markdown = new GetTransactionsReportGenerator().generate(mapped, filterDescription, filtered.length, transactions.length);
        return success(markdown);
    }
    catch (err) {
        return errorFromCatch(err);
    }
}
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