v1.1.0 - Data Quality Tools & Enhanced Analysis

🆕 New Features

Data Quality Report Tool

get_data_quality_report - A comprehensive tool to identify and fix data quality issues in your Copilot Money data.

Detects:

• ✅ Unresolved category IDs that can't be mapped to readable names
• ✅ Potential currency conversion issues (foreign amounts displaying incorrectly)
• ✅ Non-unique transaction IDs (multiple transactions sharing same ID)
• ✅ Duplicate accounts (same name and type)
• ✅ Suspicious categorizations (e.g., Uber as Parking, pharmacies as Office Supplies)

Philosophy: Surface data quality issues rather than masking them, enabling users to fix root causes in Copilot Money itself.

📖 Read the Data Quality Tool User Guide

🔧 Enhancements

Improved Income Detection

• Now excludes transfer categories and credit card payments automatically
• Filters out internal transfers by merchant name patterns
• Excludes likely refunds from common merchants (Amazon, Uber, etc. under $500)
• More accurate income reporting for complex financial situations

Enhanced Foreign Transaction Detection

• Parses merchant names for foreign city indicators (Santiago, London, Paris, Tokyo, etc.)
• Detects country codes in merchant names (CL, GB, MX, FR, DE, IT, ES, JP, CA)
• Checks region field for non-US state codes
• Catches many more international transactions previously missed

Better Trip Location Detection

• Extracts city names from merchant names when missing from transaction fields
• Infers country codes from merchant data patterns
• Displays multiple cities visited during trips
• Handles missing location data gracefully
• Trips now show actual locations instead of "Unknown"

📊 Stats

• 23 tools (was 22) - +1 new data quality tool
• 400 tests (was 366) - +34 new tests
• 1427+ assertions (was 1360+) - Enhanced coverage
• 100% test pass rate - All tests green ✅

📚 Documentation

• NEW: Data Quality Tool User Guide - Comprehensive guide with examples
• Updated: CHANGELOG.md - Full v1.1.0 release notes
• Updated: HANDOFF.md - Current project state
• Updated: README.md - Tool documentation

🔄 Migration Guide

No breaking changes! This release is fully backwards compatible.

Simply update your installation:

• npm: npm update -g copilot-money-mcp
• .mcpb: Download and double-click the new bundle below
• Manual: git pull && bun install && bun run build

📦 Installation

Quick Install (Recommended)

1. Download copilot-money-mcp-1.1.0.mcpb below
2. Double-click to install in Claude Desktop
3. Restart Claude Desktop
4. Start asking questions!

npm Install

```bash
npm install -g [email protected]
```

Then add to your Claude Desktop config (`~/Library/Application Support/Claude/claude_desktop_config.json`):
```json
{
"mcpServers": {
"copilot-money": {
"command": "copilot-money-mcp"
}
}
}
```

🙏 Acknowledgments

Thank you to everyone who provided feedback on data quality issues. This release directly addresses the concerns raised about currency conversion, trip locations, and income tracking.

Full Changelog: https://github.com/ignaciohermosillacornejo/copilot-money-mcp/blob/main/CHANGELOG.md

🤖 Generated with Claude Code