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 +1,95 @@
+using System.ComponentModel;
+using System.Text.Json;
+using Microsoft.EntityFrameworkCore;
+using ModelContextProtocol.Server;
+using MoneyMap.Data;
+
+namespace MoneyMap.Mcp.Tools;
+
+[McpServerToolType]
+public static class MerchantTools
+{
+    private static readonly JsonSerializerOptions JsonOptions = new() { WriteIndented = true };
+
+    [McpServerTool(Name = "list_merchants"), Description("List all merchants with transaction counts and category mapping info.")]
+    public static async Task<string> ListMerchants(
+        [Description("Filter merchants by name (contains)")] string? query = null,
+        MoneyMapContext db = default!)
+    {
+        var q = db.Merchants
+            .Include(m => m.Transactions)
+            .Include(m => m.CategoryMappings)
+            .AsQueryable();
+
+        if (!string.IsNullOrWhiteSpace(query))
+            q = q.Where(m => m.Name.Contains(query));
+
+        var merchants = await q
+            .OrderBy(m => m.Name)
+            .Select(m => new
+            {
+                m.Id,
+                m.Name,
+                TransactionCount = m.Transactions.Count,
+                MappingCount = m.CategoryMappings.Count,
+                Categories = m.CategoryMappings.Select(cm => cm.Category).Distinct().ToList()
+            })
+            .ToListAsync();
+
+        return JsonSerializer.Serialize(new { Count = merchants.Count, Merchants = merchants }, JsonOptions);
+    }
+
+    [McpServerTool(Name = "merge_merchants"), Description("Merge duplicate merchants. Reassigns all transactions and category mappings from source to target, then deletes source.")]
+    public static async Task<string> MergeMerchants(
+        [Description("Merchant ID to merge FROM (will be deleted)")] int sourceMerchantId,
+        [Description("Merchant ID to merge INTO (will be kept)")] int targetMerchantId,
+        MoneyMapContext db = default!)
+    {
+        if (sourceMerchantId == targetMerchantId)
+            return "Source and target merchant cannot be the same";
+
+        var source = await db.Merchants.FindAsync(sourceMerchantId);
+        var target = await db.Merchants.FindAsync(targetMerchantId);
+
+        if (source == null)
+            return $"Source merchant {sourceMerchantId} not found";
+        if (target == null)
+            return $"Target merchant {targetMerchantId} not found";
+
+        var transactions = await db.Transactions
+            .Where(t => t.MerchantId == sourceMerchantId)
+            .ToListAsync();
+
+        foreach (var t in transactions)
+            t.MerchantId = targetMerchantId;
+
+        var sourceMappings = await db.CategoryMappings
+            .Where(cm => cm.MerchantId == sourceMerchantId)
+            .ToListAsync();
+
+        var targetMappingPatterns = await db.CategoryMappings
+            .Where(cm => cm.MerchantId == targetMerchantId)
+            .Select(cm => cm.Pattern)
+            .ToListAsync();
+
+        foreach (var mapping in sourceMappings)
+        {
+            if (targetMappingPatterns.Contains(mapping.Pattern))
+                db.CategoryMappings.Remove(mapping);
+            else
+                mapping.MerchantId = targetMerchantId;
+        }
+
+        db.Merchants.Remove(source);
+        await db.SaveChangesAsync();
+
+        return JsonSerializer.Serialize(new
+        {
+            Merged = true,
+            Source = new { source.Id, source.Name },
+            Target = new { target.Id, target.Name },
+            TransactionsReassigned = transactions.Count,
+            MappingsReassigned = sourceMappings.Count
+        }, JsonOptions);
+    }
+}