evan-moon/firma

v0.16.7 Breaking

This release includes 2 breaking changes for platform teams planning a safe upgrade.

Published 1mo MCP Developer Tools

View tool

✓ No known CVEs patched

Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

claude cli finnhub local-first mcp personal-finance

+4 more

portfolio sqlite stock typescript

Affected surfaces

auth rbac

Summary

AI summary

MCP tool commands and analyst context now enforce predefined ledger categories, preventing arbitrary values.

Full changelog

Fixes

MCP: 카테고리 강제 적용 — add_balance, add_flow, add_monthly 툴 설명과 zod 스키마에 허용 카테고리 목록을 명시. Claude가 임의 카테고리를 사용하지 않고 ledger-categories.ts에 정의된 값만 사용하도록 강제.
- Balance 카테고리: cash, savings, housing_sub, usd_cash, cash_other, domestic_stock, overseas_stock, real_estate, pension, vehicle, deposit, asset_other, credit_card, short_term_other, loan, long_term_other
- Flow 카테고리: salary, business, dividends, interest, income_other, personal, insurance, phone, utilities, rent, maintenance, loan_repayment, expense_other
MCP: setup_status analyst_context에 카테고리 가이드 추가 — 대화 시작 시 로드되는 컨텍스트에도 유효 카테고리 목록을 포함해 이중으로 강제.

Breaking Changes

Removed ability to use arbitrary categories in `add_balance`, `add_flow`, `add_monthly` commands; only predefined values from `ledger-categories.ts` are accepted.
Analyst context `setup_status` now includes and enforces the same category whitelist, doubling enforcement.

View diff on GitHub

Weekly OSS security release digest.

The CVE patches and breaking changes that affected production tools this week. One email, every Sunday.

No spam, unsubscribe anytime.

Share this release

Share on X Share on Bluesky

Track evan-moon/firma

Get notified when new releases ship.

About evan-moon/firma

Local-first CLI asset tracker for overseas stock investors with Claude Desktop MCP integration. 13 tools for portfolio tracking, net worth snapshots, cash flow analysis, and market research (earnings, insider trades, SEC filings)

evan-moon/firma

Summary

Fixes

Breaking Changes

Related context

Related tools

Earlier breaking changes