pocketsmith-mcp
Version:
MCP server for managing budgets via PocketSmith API
111 lines (110 loc) • 4.55 kB
JavaScript
/**
* @fileoverview Get user's financial institutions from PocketSmith
*/
import { z } from "zod";
import { BaseErrorCode } from "../../../types-global/errors.js";
import { ErrorHandler, logger, requestContextService, } from "../../../utils/index.js";
import { PocketSmithService } from "../../../services/pocketsmith.js";
export const GetInstitutionsInputSchema = z.object({
apiKey: z.string().optional().describe("PocketSmith API key (if not set via environment)"),
accessToken: z.string().optional().describe("OAuth access token (if not using API key)"),
});
export const GetInstitutionsResponseSchema = z.object({
institutions: z.array(z.object({
id: z.number(),
title: z.string(),
currency_code: z.string(),
created_at: z.string().optional(),
updated_at: z.string().optional(),
})).describe("List of user's financial institutions"),
totalCount: z.number().describe("Total number of institutions"),
});
export async function getInstitutionsLogic(params, context) {
logger.debug("Processing get institutions request", {
...context,
toolInput: params,
});
const apiKey = params.apiKey || process.env.POCKETSMITH_API_KEY;
const accessToken = params.accessToken || process.env.POCKETSMITH_ACCESS_TOKEN;
const service = new PocketSmithService(apiKey, accessToken);
// Get current user first
const user = await service.getCurrentUser(context);
// Get institutions
const institutions = await service.getInstitutions(user.id, context);
// Process institutions
const processedInstitutions = institutions.map(institution => ({
id: institution.id ?? 0,
title: institution.title ?? '',
currency_code: institution.currency_code ?? '',
created_at: institution.created_at,
updated_at: institution.updated_at,
}));
const response = {
institutions: processedInstitutions,
totalCount: institutions.length,
};
logger.debug("Get institutions processed successfully", {
...context,
institutionCount: institutions.length,
});
return response;
}
export const registerGetInstitutionsTool = async (server) => {
const toolName = "get_institutions";
const toolDescription = "Get user's financial institutions from PocketSmith";
const registrationContext = requestContextService.createRequestContext({
operation: "RegisterTool",
toolName: toolName,
});
logger.info(`Registering tool: '${toolName}'`, registrationContext);
await ErrorHandler.tryCatch(async () => {
server.registerTool(toolName, {
title: "Get PocketSmith Institutions",
description: toolDescription,
inputSchema: GetInstitutionsInputSchema.shape,
outputSchema: GetInstitutionsResponseSchema.shape,
annotations: {
readOnlyHint: true,
openWorldHint: false,
},
}, async (params) => {
const handlerContext = requestContextService.createRequestContext({
parentRequestId: registrationContext.requestId,
operation: "HandleToolRequest",
toolName: toolName,
input: params,
});
try {
const result = await getInstitutionsLogic(params, handlerContext);
return {
structuredContent: result,
content: [
{ type: "text", text: JSON.stringify(result, null, 2) },
],
};
}
catch (error) {
const mcpError = ErrorHandler.handleError(error, {
operation: "getInstitutionsHandler",
context: handlerContext,
input: params,
});
return {
isError: true,
content: [{ type: "text", text: `Error: ${mcpError.message}` }],
structuredContent: {
code: mcpError.code,
message: mcpError.message,
details: mcpError.details,
},
};
}
});
logger.info(`Tool '${toolName}' registered successfully.`, registrationContext);
}, {
operation: `RegisteringTool_${toolName}`,
context: registrationContext,
errorCode: BaseErrorCode.INITIALIZATION_FAILED,
critical: true,
});
};