ignaciohermosillacornejo/copilot-money-mcp

v1.5.0 Feature

This release adds 3 notable features for engineering teams evaluating rollout.

Published 1mo MCP Developer Tools

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✓ No known CVEs patched in this version

Topics

bun copilot-money leveldb mcp personal-finance typescript

Summary

AI summary

Added three new investment management tools and fixed total balance calculation to subtract debt from assets.

Full changelog

Added

get_holdings tool: Current investment positions with ticker, name, quantity, price, average cost, and total return per holding
get_investment_prices tool: Historical price data (daily + high-frequency) for stocks, ETFs, mutual funds, and crypto
get_investment_splits tool: Stock split history with ratios, dates, and multipliers
Database accessors for securities and holdings history collections
Full decode coverage for all 35 Firestore collection paths (securities, balance_history, holdings_history, investment_performance, tags, amazon, changes, user profile, app metadata)

Changed

Tool count increased from 9 to 12
Ticker symbol filters are now case-insensitive across all investment tools
Total balance calculation: Fixed getAccounts() total balance to properly subtract debt from assets

Fixed

Date range filter now correctly handles daily prices that use month format
Division guard prevents Infinity when holding quantity is zero

What's Changed

Update total balance calculation in getAccounts: subtract debt from assets by @martco in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/151
feat: add total_assets and total_liabilities to getAccounts by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/155
chore(ci): bump 1password/load-secrets-action from 3 to 4 by @dependabot[bot] in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/152
chore(deps)(deps): bump @modelcontextprotocol/sdk from 1.27.1 to 1.28.0 in the production-dependencies group by @dependabot[bot] in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/153
chore(deps)(deps-dev): bump typescript from 5.9.3 to 6.0.2 by @dependabot[bot] in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/154
docs: comprehensive Firestore collections documentation by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/157
feat: add decode coverage script (55.3% baseline) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/158
feat: decode 4 collections (55% -> 94%, Tasks 1-4) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/159
feat: decode holdings_history (~753 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/161
feat: decode changes collections (~1,987 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/160
feat: decode securities (17 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/162
feat: decode user profile (~229 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/163
feat: decode tags (8 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/164
feat: decode amazon collections (~144 docs) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/165
feat: decode app metadata collections — 100% coverage by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/166
test: increase decoder.ts coverage from 56% to 99% by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/167
feat: decoder field completeness — extract all raw DB fields by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/168
feat: add investment holdings tools (get_holdings, get_investment_prices, get_investment_splits) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/156
test: increase code coverage to ~100% across codebase by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/169
fix: address review nits in decoder coverage tests by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/171
fix: polish investment tools — JSDoc, extract type, edge case tests by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/170

New Contributors

@martco made their first contribution in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/151

Full Changelog: https://github.com/ignaciohermosillacornejo/copilot-money-mcp/compare/v1.4.0...v1.5.0

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About ignaciohermosillacornejo/copilot-money-mcp

Read and manage Copilot Money personal finance data — 30 tools for transactions, budgets, accounts, recurring charges, investments, and goals. Reads are 100% local from the Firestore cache; opt-in writes (`--write`) go directly to Copilot's GraphQL API.

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