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This release adds 2 notable features for engineering teams evaluating rollout.

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

Summary

AI summary

Fixed create_category to write app-compatible documents with required fields and default values.

Full changelog

Fixed

  • create_category writes app-compatible documents (#232): MCP-created categories were invisible to the Copilot Money app because they were missing required fields (id, emoji, color, bg_color, order, is_other, auto_budget_lock, auto_delete_lock, plaid_category_ids, partial_name_rules) and used a custom_* ID format the app doesn't recognize. Now uses Firestore auto-generated IDs and writes all app-required fields with sensible defaults.
  • get_categories uses user categories instead of Plaid taxonomy (#238): The tool was built around the Plaid taxonomy (~120 static categories) as the primary system, but the app only uses user-created categories. List view returned 144 categories (mostly Plaid noise), search only found unusable Plaid IDs, and ~10 real user categories were invisible. All views now use user categories from LevelDB exclusively.
  • update_category syncs bg_color when color changes: Previously, updating a category's color left the background tint stale.
  • Tag filter uses tag_ids field (#224): Tag-based transaction filtering now checks the tag_ids array instead of scanning for #hashtags in transaction names.

Added

  • FirestoreClient.getDocument(): New method for reading individual documents from Firestore REST API.
  • Finance skills: /finance-pulse (30-second financial check-in), /finance-trip (travel expense tracking), /finance (orchestrator).

Changed

  • createDocument now supports auto-generated Firestore document IDs (pass undefined as documentId) and returns the created document ID.
  • CI: bumped actions/github-script v7→v9, codecov/codecov-action v5→v6, softprops/action-gh-release v2→v3.

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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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Beta — feedback welcome: [email protected]