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ignaciohermosillacornejo/copilot-money-mcp

v1.6.0 Breaking

This release includes 1 breaking change for platform teams planning a safe upgrade.

Published 1mo MCP Developer Tools
✓ No known CVEs patched
Read the diff → Tool health → What is this tool? →

✓ No known CVEs patched in this version

Topics

bun copilot-money leveldb mcp personal-finance typescript

Affected surfaces

deps breaking_upgrade

Summary

AI summary

Update getAccounts to subtract debt from assets and add total_assets / total_liabilities fields.

Full changelog

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
  • chore: bump version to 1.5.0 and update docs for investment tools release by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/172
  • ci: auto-create GitHub release on version bump by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/173
  • feat: add set_transaction_category write tool by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/177
  • feat: add 6 write tools — review, notes, tags, tag CRUD, categories by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/178
  • feat: add 13 write tools — phase 3 by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/180
  • Add code coverage tracking with Codecov integration by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/182
  • feat: add 3 write tools — updateTag, createRecurring, createGoal by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/184
  • test: add E2E handleCallTool coverage for read, write, and error paths by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/186
  • test: add integration tests for all read and write tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/183
  • test: add 19 unit tests for coverage gaps by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/185
  • test: E2E tests for 13 write tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/181
  • chore(deps): merge all Dependabot updates + add mcpb Node compatibility by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/187
  • fix: audit workflow — trigger on merge, fix bot detection by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/188
  • feat: add 6 missing tools — balance history, investment performance, TWR, securities, goal history, update recurring by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/190
  • docs: rewrite README for discovery, move dev details to CONTRIBUTING.md by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/192
  • test: improve coverage for browser-token and protobuf-parser by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/193
  • docs: correct local cache limitation in README by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/194
  • test: expand E2E coverage for all MCP tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/195
  • test: edge case coverage for pagination, cost basis, downsampling by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/196
  • test: add missing write tool tests, split CI coverage by flag by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/197
  • test: close coverage gaps — CLI, write dispatch, worker errors, DB utils by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/199
  • Document opt-in write mode and Firebase/Firestore network access by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/201
  • feat: consolidate 7 transaction setters into update_transaction (41 → 35 tools) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/202
  • feat: landing page + broad MCP client distribution by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/211
  • test: move update_transaction tests to unit directory by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/212
  • fix: validate tag IDs exist in updateTransaction by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/213
  • test: close coverage gaps — firestore-rest, browser-token, database by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/214

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...v1.6.0

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
  • chore: bump version to 1.5.0 and update docs for investment tools release by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/172
  • ci: auto-create GitHub release on version bump by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/173
  • feat: add set_transaction_category write tool by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/177
  • feat: add 6 write tools — review, notes, tags, tag CRUD, categories by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/178
  • feat: add 13 write tools — phase 3 by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/180
  • Add code coverage tracking with Codecov integration by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/182
  • feat: add 3 write tools — updateTag, createRecurring, createGoal by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/184
  • test: add E2E handleCallTool coverage for read, write, and error paths by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/186
  • test: add integration tests for all read and write tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/183
  • test: add 19 unit tests for coverage gaps by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/185
  • test: E2E tests for 13 write tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/181
  • chore(deps): merge all Dependabot updates + add mcpb Node compatibility by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/187
  • fix: audit workflow — trigger on merge, fix bot detection by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/188
  • feat: add 6 missing tools — balance history, investment performance, TWR, securities, goal history, update recurring by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/190
  • docs: rewrite README for discovery, move dev details to CONTRIBUTING.md by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/192
  • test: improve coverage for browser-token and protobuf-parser by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/193
  • docs: correct local cache limitation in README by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/194
  • test: expand E2E coverage for all MCP tools by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/195
  • test: edge case coverage for pagination, cost basis, downsampling by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/196
  • test: add missing write tool tests, split CI coverage by flag by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/197
  • test: close coverage gaps — CLI, write dispatch, worker errors, DB utils by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/199
  • Document opt-in write mode and Firebase/Firestore network access by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/201
  • feat: consolidate 7 transaction setters into update_transaction (41 → 35 tools) by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/202
  • feat: landing page + broad MCP client distribution by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/211
  • test: move update_transaction tests to unit directory by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/212
  • fix: validate tag IDs exist in updateTransaction by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/213
  • test: close coverage gaps — firestore-rest, browser-token, database by @ignaciohermosillacornejo in https://github.com/ignaciohermosillacornejo/copilot-money-mcp/pull/214

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...v1.6.0

Breaking Changes

  • In `getAccounts`, total balance now calculated as assets minus debt; fields `total_assets` and `total_liabilities` added.
View diff on GitHub

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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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Related context

Beta — feedback welcome: [email protected]