feat(mcp): implement all MCP tools (transactions, budgets, categories, receipts, merchants, accounts, dashboard)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-20 18:27:09 -04:00
parent f54c5ed54d
commit cbc46314db
8 changed files with 872 additions and 1 deletions
@@ -0,0 +1,96 @@
+using System.ComponentModel;
+using System.Text.Json;
+using ModelContextProtocol.Server;
+using MoneyMap.Models;
+using MoneyMap.Services;
+
+namespace MoneyMap.Mcp.Tools;
+
+[McpServerToolType]
+public static class BudgetTools
+{
+    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
+
+    [McpServerTool(Name = "get_budget_status"), Description("Get all active budgets with current period spending vs. limit.")]
+    public static async Task<string> GetBudgetStatus(
+        [Description("Date to calculate status for (defaults to today)")] string? asOfDate = null,
+        IBudgetService budgetService = default!)
+    {
+        DateTime? date = null;
+        if (!string.IsNullOrWhiteSpace(asOfDate) && DateTime.TryParse(asOfDate, out var parsed))
+            date = parsed;
+
+        var statuses = await budgetService.GetAllBudgetStatusesAsync(date);
+
+        var result = statuses.Select(s => new
+        {
+            s.Budget.Id,
+            Category = s.Budget.DisplayName,
+            s.Budget.Amount,
+            Period = s.Budget.Period.ToString(),
+            s.PeriodStart,
+            s.PeriodEnd,
+            s.Spent,
+            s.Remaining,
+            PercentUsed = Math.Round(s.PercentUsed, 1),
+            s.IsOverBudget
+        }).ToList();
+
+        return JsonSerializer.Serialize(result, JsonOptions);
+    }
+
+    [McpServerTool(Name = "create_budget"), Description("Create a new budget for a category or total spending.")]
+    public static async Task<string> CreateBudget(
+        [Description("Budget amount limit")] decimal amount,
+        [Description("Period: Weekly, Monthly, or Yearly")] string period,
+        [Description("Start date for period calculation, e.g. 2026-01-01")] string startDate,
+        [Description("Category name (omit for total spending budget)")] string? category = null,
+        IBudgetService budgetService = default!)
+    {
+        if (!Enum.TryParse<BudgetPeriod>(period, true, out var budgetPeriod))
+            return $"Invalid period '{period}'. Must be Weekly, Monthly, or Yearly.";
+
+        var budget = new Budget
+        {
+            Category = category,
+            Amount = amount,
+            Period = budgetPeriod,
+            StartDate = DateTime.Parse(startDate),
+            IsActive = true
+        };
+
+        var result = await budgetService.CreateBudgetAsync(budget);
+
+        return JsonSerializer.Serialize(new { result.Success, result.Message, BudgetId = budget.Id }, JsonOptions);
+    }
+
+    [McpServerTool(Name = "update_budget"), Description("Update an existing budget's amount, period, or active status.")]
+    public static async Task<string> UpdateBudget(
+        [Description("Budget ID to update")] int budgetId,
+        [Description("New budget amount")] decimal? amount = null,
+        [Description("New period: Weekly, Monthly, or Yearly")] string? period = null,
+        [Description("Set active/inactive")] bool? isActive = null,
+        IBudgetService budgetService = default!)
+    {
+        var budget = await budgetService.GetBudgetByIdAsync(budgetId);
+        if (budget == null)
+            return "Budget not found";
+
+        if (amount.HasValue)
+            budget.Amount = amount.Value;
+
+        if (!string.IsNullOrWhiteSpace(period))
+        {
+            if (!Enum.TryParse<BudgetPeriod>(period, true, out var budgetPeriod))
+                return $"Invalid period '{period}'. Must be Weekly, Monthly, or Yearly.";
+            budget.Period = budgetPeriod;
+        }
+
+        if (isActive.HasValue)
+            budget.IsActive = isActive.Value;
+
+        var result = await budgetService.UpdateBudgetAsync(budget);
+
+        return JsonSerializer.Serialize(new { result.Success, result.Message }, JsonOptions);
+    }
+}