ignaciohermosillacornejo/copilot-money-mcp

What's New

Cache Refresh Feature

• Automatic cache invalidation: In-memory cache now expires after 5 minutes and reloads fresh data from disk
• Manual refresh: New refresh_database tool lets you explicitly refresh the cache when you've synced new data in Copilot Money
• Configurable TTL: Set COPILOT_CACHE_TTL_MINUTES environment variable to customize cache duration (set to 0 to disable caching)

Documentation & Quality

• Fixed README to accurately reflect the 8 available tools (previously listed 28 non-existent tools)
• Updated examples to use actual tools
• Fixed all ESLint warnings
• Added tests for location-based filtering and recurring transaction detail views
• Added Configuration section to README

Tools Available

| Tool | Description |
|------|-------------|
| get_transactions | Query transactions with filters (date, category, merchant, amount, location) |
| get_accounts | List accounts with balances |
| get_categories | List categories with counts and totals |
| get_recurring_transactions | Identify subscriptions and recurring charges |
| get_budgets | Get budget tracking data |
| get_goals | Get financial goals with progress |
| get_cache_info | Check cache status and date range |
| refresh_database | Refresh the cache to pick up new data |

Installation

Download copilot-money-mcp-1.2.0.mcpb and double-click to install in Claude Desktop.

Or via npm:

npm install -g [email protected]

Full Changelog

https://github.com/ignaciohermosillacornejo/copilot-money-mcp/compare/v1.1.0...v1.2.0

What's Changed

• Fix unnecessary type assertion lint error by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/20
• Add pre-commit checks with husky by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/21
• Fix repository URL format for npm by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/22
• Fix ESLint 9 configuration format by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/23
• Set up NPM publishing in GitHub Actions by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/24
• Fix ESLint warnings and resize icon to 512x512 by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/25
• Enhance decoder to extract all fields and fix data accuracy by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/26
• Phase 1: Add extraction for missing account fields by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/27
• Phase 2: Add Copilot native subscription data to recurring transactions by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/28
• Add budgets extraction and get_budgets tool by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/31
• feat: Add financial goals collection support (Phase 6) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/32
• fix: Correct goal name extraction to avoid adjacent document fields by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/33
• docs: Add comprehensive implementation plan for remaining phases by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/34
• Add Phases 7-12: Investment tracking, analytics & search tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/35
• Fix non-null assertion warnings in tools.ts by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/38
• Document all MCP tools in README by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/36
• Add JSDoc comments to public methods by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/39
• Update implementation plan with completion status by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/37
• Remove unused imports and variables by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/40
• Enable auto merge on PR approval by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/43
• Consolidate MCP tools from 60 to 28 by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/41
• Add test for MCBP description tool sync by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/44
• Configure merge bot to delete branches by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/45
• Rebase PR and resolve merge conflicts by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/46
• Fix AI code review auto-merge on approval by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/47
• Add LICENSE, CLAUDE.md and clean up temporary files by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/48
• Improve test coverage for recurring model by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/52
• Improve test coverage for tools module by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/50
• Improve decoder test coverage to 99% by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/49
• Improve budget.ts test coverage for functions by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/51
• Improve test coverage for categories utility by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/55
• Improve test coverage for goal model by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/53
• Improve database test coverage to 100% by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/54
• Replace Math.round patterns with roundAmount helper by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/56
• Add PR Review Audit Agent and fix publishing issues by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/58
• Fix test fixtures using future dates by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/65
• Implement streaming for large dataset handling by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/57
• Add bail flag to pre-commit test command by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/63
• Add path validation to cleanup fixtures by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/64
• Fix description truncation without periods by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/62
• Investigate decoder hanging in tests by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/66
• Add validation for large transaction amounts by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/61
• Make currency thresholds configurable by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/60
• Fix AI review workflow permissions for gh commands by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/67
• Add coverage tests for model edge cases by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/68
• Fix category name resolution to use user-defined categories by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/69
• Fix account name resolution to use user-defined names by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/70
• Fix sign convention for transaction amounts by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/71
• Fix brokerage account detection for large account documents by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/72
• Refactor decoder to use proper LevelDB/protobuf parsing by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/73
• Add concurrent database access and fix Firestore SDK format parsing by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/74
• Improve code coverage from 92% to 95% by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/75
• Improve error handling test coverage by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/76
• Add tests for model edge cases by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/78
• Add tests for tools analysis modes by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/77
• Add signal handlers and timer callback tests by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/79
• Add batch loading for 8x performance improvement and 3 new MCP tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/80
• Refactor decoder to share helpers between individual and batch decode by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/81
• Filter out user_deleted accounts and improve transaction filtering by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/82
• Fix 64-bit varint decoding for large negative integers by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/83
• Fix 64-bit varint decoding and category-based exclusion filtering by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/84
• Fix sign convention to match Copilot Money format by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/85
• Simplify MCP server from 31 to 6 core data access tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/86
• Fix goal history parsing and add current_amount to get_goals by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/89
• Add regression tests for getGoals latest month selection by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/90
• Add date filtering to get_categories to match UI behavior by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/92
• Add name filter and detail view to get_recurring_transactions by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/93
• Add 5-minute cache TTL and refresh_database tool by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/94

Full Changelog: https://github.com/ignaciohermosillacornejo/copilot-money-mcp/compare/v1.1.0...v1.2.0